On January 20, the stock indexes of Shanghai and Shenzhen stock markets weakened, and individual stocks differentiated, falling more and rising less. As of the close, the Shanghai index fell 0.09%, the Shenzhen composite index fell 0.06% and the gem index fell 0.32%. More than 50 stocks in the two cities increased by 10% or more; More than 3800 stocks in the two markets fell.
On the disk, COVID-19 treatment, securities, breeding, banking, airports, Baijiu and other sector sales rose, electricity, Internet, oil and gas, the yuan universe, Saline Lake lithium extraction, digital twins and other sector top down.
In terms of sectors, covid-19 treatment sector opened stronger, Shanghai Kaibao Pharmaceutical Co.Ltd(300039) limit, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) rose by more than 10%, and Zhejiang Jianfeng Group Co.Ltd(600668) , Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Wuhan Hiteck Biological Pharma Co.Ltd(300683) rose by more than 5%.
The aquaculture sector strengthened, Cnfc Overseas Fisheries Co.Ltd(000798) , Shandong Xiantan Co.Ltd(002746) rose by the limit, Wens Foodstuff Group Co.Ltd(300498) , Muyuan Foods Co.Ltd(002714) , Shandong Minhe Animal Husbandry Co.Ltd(002234) , Jiangsu Lihua Animal Husbandry Co.Ltd(300761) , Jiangxi Zhengbang Technology Co.Ltd(002157) followed.
The brokerage sector rose near the morning closing, Chinalin Securities Co.Ltd(002945) limit, Guotai Junan Securities Co.Ltd(601211) , Huatai Securities Co.Ltd(601688) , Zheshang Securities Co.Ltd(601878) , China Greatwall Securities Co.Ltd(002939) , Guosen Securities Co.Ltd(002736) followed.
The power sector rebounded in the afternoon, Ning Xia Yin Xing Energy Co.Ltd(000862) limit, Gepic Energy Development Co.Ltd(000791) , Shanghai Electric Power Co.Ltd(600021) , Nyocor Co.Ltd(600821) , Ningxia Jiaze Renewables Corporation Limited(601619) , Ningbo Energy Group Co.Ltd(600982) , China National Nuclear Power Co.Ltd(601985) followed.
The salt lake lithium extraction sector continued to decline, Qinghai Salt Lake Industry Co.Ltd(000792) was once close to the limit, East China Engineering Science And Technology Co.Ltd(002140) , Tibet Mineral Development Co.Ltd(000762) 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) .
As of the closing of a shares, statistics show that the total net purchase of northbound funds is 12.576 billion yuan, including 7.836 billion yuan for Shanghai Stock connect and 4.74 billion yuan for Shenzhen Stock connect.
[institutional perspective]
Galaxy Securities: according to the annual performance express recently disclosed, the fundamentals of listed banks are generally stable, the performance continues to improve, and the asset quality is optimized, which supports the performance of sectors and individual stocks, superimposing the current banking sector pb0 64 times, at the quantile of 3.2% since 2016, with good configuration value. Comprehensively consider the impact of interest rate reduction, pay attention to the opportunities brought by the repair of credit demand and the release of non-performing risks under the macro-economy underpinned by the steady growth policy, and track two main lines: 1. High quality urban commercial banks and rural commercial banks with obvious location advantages, strong growth momentum at the asset side, which can effectively supplement the price with quantity and maintain the leading level of asset quality in the same industry; 2. Banks with high contribution of intermediate business income, leading business layout of wealth management and investment banking, obvious transformation effect and relatively less disturbance by interest rate reduction.
Citic Securities Company Limited(600030) : properly optimize the pre-sale supervision regulations, promote the real estate enterprises to acquire the projects of enterprises with financial difficulties, and some measures to optimize the development environment successively issued by various regions, combined with the decline of mortgage loan interest rate, are expected to promote the industrial 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. Continue to be optimistic about large real estate companies with real profitability and good credit record.
Dongguan Securities: the competition pattern of growth hormone in the future may be disturbed by centralized purchase. At present, the market pattern of growth hormone is more caused by market competition, and the role of medical insurance is less. Whether the current pattern will be broken mainly depends on the performance of growth hormone water needle suppliers in the alliance procurement. If some enterprises adopt more radical strategies and some enterprises take conservative measures, radical enterprises may open competition channels through the hospital market and seize the hospital market share of unsuccessful enterprises. The impact of the purchase of growth hormone alliance still needs to observe the final decision of enterprises and the results of joint mining.
