Alas, the hard week has finally passed, and Niu Yanjun (every bull’s eye: njcjnews) feels a little relaxed, ah ah ~ ~ ~ ~.
In other words, this week was originally approaching the Spring Festival holiday, and there was a sense of joy of flying and expectation in everyone’s heart. However, I’m afraid that such a move will be “flameout” by the depressed stock market
recent K-line chart of Shanghai Stock Index
First of all, the stock index is very ugly. Since the two Yin Cross stars with long shadows above are unstable, they have to break the annual line again downward, approaching 3500 points, setting a new low for nearly two months since November 18 last year. As for the closing point, there is a little comfort: it is still a little higher than that on January 14. But next week will face the pressure of the return of stock market funds before the Spring Festival. Can the line be maintained this year
gem refers to the K-line chart of recent days
The gem index is even harder: it has reached a new low for nearly 8 months, and the anti-m-head neckline may have failed. I’m afraid the power of big m-head killing can’t be underestimated. Another similar index is Kechuang 50, which has reached a new low in recent 8 months.
Back to stocks, for a time, bull eye Jun (every bull eye: njcjnews) couldn’t find a really suitable core sector with stability, as if each sector didn’t perform well this week. No wonder someone joked that only China Mobile is the real A-share “safe haven”: it has been stable for five consecutive days this week, with almost no fluctuation, and the amount up and down has not exceeded 30 cents
time sharing chart of China Mobile this week
It turns out that this is “you laugh that others can’t see through, and others laugh that you are too crazy”.
At the beginning, they also laughed at the investors of China Mobile who won the lot for guarding the “loom” every day. If they do the band, they can’t even earn the handling fee. As a result, under such a market, they have steadily realized the preservation of value in adversity by relying on the large purchase of nearly 500000 hands of about 2.8 billion yuan. They really envy the dead. However, the green shoe mechanism will always be “taken off” one day. How will China Mobile perform at that time?
Of course, the worst industry this week may be medicine and biology. How violent they rose in early January, how fierce they fell this week, and the heavily held funds must be miserable ↓↓
Niu Yanjun made a rough statistics with wind data. Among the nearly 4800 stocks in Shanghai and Shenzhen, 83 stocks with the word “biology” in the abbreviation have fallen this week, and the decline is not small
data source: wind
In addition, among the top 20 stocks that fell this week, 13 belong to the pharmaceutical and biological industry, accounting for 65%. The first seven stocks in the pharmaceutical and biological industry all belong to the science and innovation board, and all have the word “biology” in the abbreviation! Suddenly, the ox eye gentleman (every ox eye: njcjnews) had goose bumps on his back, and he vaguely felt the illusion of being “cursed”
Jokes are jokes, but some pharmaceutical and biological stocks have fallen miserably. For example, Hangzhou Biotest Biotech Co.Ltd(688767) , an Xu biology, Beijing Hotgen Biotech Co.Ltd(688068) , Zhejiang Orient Gene Biotech Co.Ltd(688298) and so on, all suddenly burst in early January, with a huge increase, and then several long Yin lines were killed down, which caught people off guard. The most cruel thing is to cut back directly from the previous high point in a few days
Hangzhou Biotest Biotech Co.Ltd(688767) recent daily K-line chart
For example Hangzhou Biotest Biotech Co.Ltd(688767) , it was launched on January 7, and it rose from about 70 yuan / share to 152 yuan / share in six days, which doubled smoothly. However, the next step was almost “where to go back and forth”. In five days, the lowest fell to about 75 yuan / share, simply “cut half”, and 14000 shareholders took a high-speed roller coaster. The high-level investors may have not reacted, and the capital has evaporated by half. This shrinkage efficiency is really terrible. According to the calculation of 26.67 million circulating shares, Hangzhou Biotest Biotech Co.Ltd(688767) per capita holds 1841 shares, so the per capita loss this week is more than 140000 yuan!
In fact, Niu Yanjun felt that the decline of individual pharmaceutical and biological stocks was a bit of “emotional catharsis”, which had a significant deviation from its performance.
According to statistics, as of January 20, 74 listed companies in the pharmaceutical and biological industry have issued performance forecasts or performance letters for 2021. Based on the median predicted net profit, the net profit of 60 of these companies increased in 2021, accounting for 80%. In general, the net profit of 6 companies including Chimin Health Management Co.Ltd(603222) , Beijing Hotgen Biotech Co.Ltd(688068) , Shenzhen Salubris Pharmaceuticals Co.Ltd(002294) , Zhejiang Conba Pharmaceutical Co.Ltd(600572) , Andon Health Co.Ltd(002432) , Teyi Pharmaceutical Group Co.Ltd(002728) is expected to increase by more than 200%, that of 12 companies including Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) is expected to increase by more than 100%, and that of 26 companies including Hangzhou Biotest Biotech Co.Ltd(688767) , soaring pharmaceutical and Zhejiang Garden Bio-Chemical High-Tech Co.Ltd(300401) is expected to increase by more than 30%.
The net profit is expected to increase by more than 200% Beijing Hotgen Biotech Co.Ltd(688068) , and the net profit is expected to increase by more than 30% Hangzhou Biotest Biotech Co.Ltd(688767) . The decline this week is more than 40%. The funds killed are a little careless of martial ethics!
Next week will be the last trading week of A-Shares before the Spring Festival. Judging from the market this week, it’s really hard to look good. However, there are always some unexpected changes in the relevant sections before the holidays, such as tourism, hotels, Baijiu, food, business, tax refund and so on.
After all, although the stock has fallen, what should be consumed in the new year still has to be consumed. Taking advantage of this trend to make a short difference may still be an opportunity. To catch up and buy stocks that have doubled rapidly in a short time, we need to be cautious. Be careful to step on a “huge pit” like Hangzhou Biotest Biotech Co.Ltd(688767) .
Today, covid-19 medicine set off a downward trend, and Fang Xinxia made a huge sum of money to smash the sector!
(1) today’s hot money trend
Fang Xinxia
Jinghua Pharmaceutical Group Co.Ltd(002349) sold 101 million;
Beijing Dataway Horizon Co.Ltd(301169) sold 31.89 million;
Andon Health Co.Ltd(002432) sold 66.09 million;
Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) sold 84.59 million;
Brother Zhao
Hubei Goto Biopharm Co.Ltd(300966) sold 12.11 million;
Tamus sold 29.48 million;
Shandong Delisi Food Co.Ltd(002330) sold 15.66 million;
Shandong Delisi Food Co.Ltd(002330) purchase 10.46 million;
Make a new hand
Shenzhen Asia Link Technology Development Co.Ltd(002316) purchase 25.51 million;
Shenzhen Asia Link Technology Development Co.Ltd(002316) sold 40.47 million;
Niu Yanjun concluded: today’s market overcast adjustment, the trading volume shrank by 13%, and the net purchase of funds from the North was 8.7 billion yuan; Tourism, coal and wine making led the increase, while covid-19 specific drugs, covid-19 detection and prefabricated dishes led the decrease. On the disk, small indexes, such as Guozheng 2000, were killed after the high shock. This sharp decline K-line combination is very ugly, because its early band rose greatly, so the future market opportunity is reduced; Although the recent performance of Shanghai Stock Exchange 50 and Shanghai and Shenzhen 300 is relatively strong, there is no stronger opportunity because they have not entered the strong region; The three commonly used indexes, such as Shanghai Composite Index, Shenzhen Composite Index and gem index, are at low levels and fluctuate repeatedly.
Structurally, the 60, 90 and 120 minute lines of the three major indexes, including the Shanghai Composite Index, Shenzhen Composite Index and gem index, are all in a low-level passivation state, and multi index and multi cycle passivation, which is worthy of high attention, because once the index rebounds, it will form a multi cycle bottom structure. Next week is the last trading week before the long Spring Festival holiday. The market participation will be reduced, mainly steady, but it is also likely to form a bottom structure at the beginning of next week. In terms of operation, avoid the individual stocks with huge recent gains, and appropriately absorb the target stocks with sufficient adjustment or sufficient momentum.
Fang Xinxia: the number of covid-19 confirmed cases in the world is still rising, but after the emergence of vaccines and specific drugs at the same time, it is only a matter of time for mankind to overcome the epidemic. At present, relevant drugs will be put into the market one after another. Driven by Jiangxi Fushine Pharmaceutical Co.Ltd(300497) “one sword immortal kneeling”, covid-19 medicine ushered in a collective decline today. Fang Xinxia sold all, involving three covid-19 leaders, selling Jinghua Pharmaceutical Group Co.Ltd(002349) 101 million, Andon Health Co.Ltd(002432) 66.09 million and Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) 84.59 million.
Brother Zhao: from today’s disk, the game characteristics of the market stock are still the same, the hot spots are changing too fast, and almost all the top hot money are retreating. Brother Zhao also sold all of them, selling Hubei Goto Biopharm Co.Ltd(300966) 12.11 million and temus 29.48 million; After selling Shandong Delisi Food Co.Ltd(002330) 15.66 million, he received 10.46 million. It seems that brother Zhao still has nostalgia for this stock.
New hand: today, new hand t Shenzhen Asia Link Technology Development Co.Ltd(002316) sold 40.47 million and bought 25.51 million at the same time. From a fundamental point of view, as a service provider specializing in private network communication technology solutions, the company mainly provides information and communication technology solutions for energy, transportation and other industries, belonging to the concept of digital economy. From the recent high-level constant tone, the development of digital economy is of great significance and a strategic choice to grasp the new opportunities of a new round of scientific and technological revolution and industrial reform. Meanwhile, technologies such as Internet, big data, cloud computing, artificial intelligence and blockchain are booming, and new models such as industrial Internet, smart factory, smart port and Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) are in the ascendant.
(2) logical comments on hot stock list
Beijing Airport High-Tech Park Co.Ltd(600463)
Beijing Airport High-Tech Park Co.Ltd(600463) daily K-line diagram
Logical analysis: today’s air tourism sector rose strongly, among which Beijing Airport High-Tech Park Co.Ltd(600463) rose strongly. In terms of seats, Huaxin Securities Shanghai Branch bought 8.14 million, Huatai Securities Co.Ltd(601688) headquarters bought 7.76 million and institutional seats bought 2.43 million. From a fundamental point of view, the State Council issued the “14th five year plan” for tourism development, which mentioned improving the tourism opening system. Beijing Airport High-Tech Park Co.Ltd(600463) is the only Airport Park listed company in China. The company is based in Beijing airport economic core area. When the strong boom is expected, the share price of aviation stocks is likely to remain active.
