In early trading today, A-Shares continued to fluctuate slightly. Although most of the main stock indexes were red, most of the individual stocks fell. As of the noon closing, nearly 3700 stocks were green, and only about 900 stocks rose.
On the disk, the stock market is still dominated by the stock market. The pharmaceutical stocks led by covid-19 drug concept, traditional Chinese medicine and medical care are active again, and the early popular sectors such as yuanuniverse, industrial mothermachine, power exchange concept and digital currency are all callback. However, on the occasion of the adjustment of individual stocks, there was a significant net inflow of funds from northbound to 9.201 billion yuan.
it is worth noting that the salt lake lithium extraction sector continued to decline, Qinghai Salt Lake Industry Co.Ltd(000792) was close to the limit, Qinghai Salt Lake Industry Co.Ltd(000792) was once close to the limit, East China Engineering Science And Technology Co.Ltd(002140) fell by more than 5%, followed by Tibet Urban Development And Investment Co.Ltd(600773) , Beijing Water Business Doctor Co.Ltd(300055) , Shenzhen Sunrise New Energy Co.Ltd(002256) , Keda Industrial Group Co.Ltd(600499) .
On January 19, Qinghai Salt Lake Industry Co.Ltd(000792) released the performance forecast for 2021. It is estimated that the net profit attributable to the shareholders of the listed company will be 3.88 billion yuan to 4.28 billion yuan, an increase of 90.24% to 109.85% over the same period of the previous year.
According to the announcement, during the reporting period, the production and sales of potassium chloride, the company’s main business, were stable, with an output of about 5.02 million tons and a sales volume of about 4.65 million tons; The output of lithium carbonate is about 22700 tons and the sales volume is about 19200 tons. During the reporting period, the market price of potassium chloride and lithium carbonate products increased, and the company’s performance increased significantly compared with the same period of last year.
pharmaceutical stocks once again
Pharmaceutical stocks once again bucked the trend and strengthened, among which the covid-19 concept of medicine fluctuated sharply in the morning. After the opening was high, it once plunged into the green, and then rose in a straight line, once rising by more than 3%, reaching a record high. The price limit of Jinghua Pharmaceutical Group Co.Ltd(002349) has reached a new high in the past six and a half years. Jinghua Pharmaceutical Group Co.Ltd(002349) is one of the big bull stocks across the year. Since the end of last year, 14 price limits have been harvested, with a cumulative rise of 247%. The price limits of Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Wuhan Hiteck Biological Pharma Co.Ltd(300683) have been strongly raised one after another; The index of traditional Chinese medicine sector once quickly rose by more than 1%, Shanghai Kaibao Pharmaceutical Co.Ltd(300039) 20% limit, Tus- Pharmaceutical Group Co.Ltd(000590) limit or more than 10%.
Covid-19 epidemic continues to rage around the world. According to the latest real-time statistics of who, as of 16:52 on January 19 Central European time (23:52 on January 19 Beijing time), there were about 333 million confirmed cases of covid-19 pneumonia and 5.55 million deaths worldwide. On the 19th, there were 3156700 confirmed cases of covid-19 pneumonia and 6889 new deaths worldwide.
Due to the re outbreak of the epidemic, the detection of covid-19 increased sharply. In December 2021, the detection of covid-19 in major European countries reached 140 million, a record high, with a month on month growth rate of about 40%; The detection volume of covid-19 in the United States reached 52.38 million people, close to an all-time high (subject to supply to some extent), with a month on month growth rate of about 30%.
China is a major global supplier of covid-19 prevention and treatment agents. Due to the surge in demand, the performance of relevant listed companies also increased significantly. Today, Andon Health Co.Ltd(002432) announced that it is expected to realize a net profit of 900-1.2 billion yuan in 2021, with a year-on-year increase of 271.4% – 395.19%. Andon Health Co.Ltd(002432) said that in 2021, the global COVID-19 epidemic continued to be affected. The sales performance of New Coronavirus (SARS-CoV-2) antigen self testing OTC kit product increased significantly in the US market.
In the first three quarters of last year, the net profit of Andon Health Co.Ltd(002432) reached 50.13 million yuan, which means that the single quarter profit of Andon Health Co.Ltd(002432) in the fourth quarter exceeded at least 800 million yuan, which has exceeded the total profit of the company in the past ten years. stimulated by this positive, after a sharp correction in the previous two trading days, today Andon Health Co.Ltd(002432) opened high and went up again, which is the 29th trading limit since November last year.
Zhejiang Ausun Pharmaceutical Co.Ltd(603229) also announced today that the performance of 2021 will increase by 50.86% – 70.44% in advance. In the morning, the stock price will rise by the limit in seconds after the high opening, and the stock price is close to the highest point in history (restoration of rights); Nanjing Hicin Pharmaceutical Co.Ltd(300584) also increased by 422.09% – 441.3% in advance, and the share price also rose strongly in the morning trading; The Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) and Zhejiang Orient Gene Biotech Co.Ltd(688298) that announced the pre increase of performance earlier also strengthened one after another.
Anxin securities expects that the detection amount of covid-19 will continue to be at an all-time high. The demand for covid-19 test kit in the United States has expanded rapidly in the short term, there is an obvious gap at the supply end, and there is a shortage of goods in many places. Considering that the United States is currently the market with the largest covid-19 detection increment in the world, Abbott and other local brands are out of stock, and there are few Chinese manufacturers approved by FDA (EUA). Chinese manufacturers approved or about to be approved in the United States are expected to obtain considerable performance flexibility.
LPR reduced real estate stocks and debt base
this morning, the central bank announced on its website that the quoted interest rate (LPR) of one-year loan market in January was 3.7%, compared with 3.8% last month; The market quoted interest rate (LPR) of the five-year loan was 4.6%, up from 4.65% last month. Among them, the 5-year period was lowered for the first time in 20 months. take the mortgage loan with a loan amount of 1 million and 30-year repayment of equal principal and interest as an example. Before the interest rate adjustment, the LPR is 4.65%, and the monthly payment is 5156 yuan. After the interest rate adjustment, the LPR is 4.60%, and the monthly contribution is 5126 yuan. Based on this calculation, the monthly contribution has been reduced by about 30 yuan.
The “double drop” of LPR has greatly stimulated the strength of the real estate sector. Real estate stocks in the Hong Kong market collectively strengthened, and the Hang Seng mainland real estate index opened higher in large volume, once rising more than 6%, reaching a new high in more than a month. Rongchuang China, Longguang group, Shimao Group and jiazhaoye group rose by more than 10% one after another. Country garden, times China Holdings, Zhongyuan construction industry and new town development all made a strong upward attack.
The A-share real estate sector index also rose by more than 2% for the fourth consecutive day. Macrolink Culturaltainment Development Co.Ltd(000620) , Huay Uan Property Co.Ltd(600743) limit, Jinke Property Group Co.Ltd(000656) , Seazen Holdings Co.Ltd(601155) , Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) etc. rose sharply. Financial real estate ETF, real estate ETF and real estate ETF all led the increase.
The rise of real estate bonds, which had been under pressure, was even more alarming. “20 rongchuang 02”, “21 rongchuang 01” and “21 rongchuang 03” all rose by more than 20% to the temporary stop at one time, “19 Shimao 01” rose by nearly 19%, 20 Yangcheng 03 rose by more than 18%, 20 Rongxin 03 once rose by more than 14%, 20 Yangcheng 01 rose by nearly 14%, and “20 rongchuang 01” also rose by more than 10%.
Ping An Securities believes that under the action of various regulatory policies, the current demand for investment and speculative house purchase has been curbed. Historically, when the downward pressure on house prices is too large and the demand for stable real estate investment is strong, it is usually accompanied by the reduction of reserve requirements and interest rates. Therefore, the decline of LPR over a period of more than 5 years may play a positive role in saving costs and stabilizing confidence for some just needed home buyers who hold money and wait-and-see, and help to better meet reasonable housing needs.
Citic Securities Company Limited(600030) also said that properly optimizing the pre-sale regulatory provisions, promoting the real estate enterprises to acquire enterprises with financial difficulties, and some measures to optimize the development environment successively issued by various localities, combined with the decline of mortgage loan interest rate, are expected to promote the real estate industry boom to bottom and rebound in March 2022. From the beginning of sales recovery, the most severe challenge faced by the industry, that is, the credit problems of some large private enterprises, can also be alleviated one after another.
