A-shares also found gold pit insurance funds
Securities Times reporter Mao Jun Monday, the first trading day after the Spring Festival of A shares, affected by the new pneumonia epidemic, Shanghai and Shenzhen cities did not unexpectedly collapse.
At the close, the Shanghai Composite Index fell 7.
72%, the largest decline since August 2015, and the 9th largest decline in A-share history.
On the disk, all industry sectors fell, and more than 3,000 stocks in the two cities fell to their limit.
Because a large number of individual stocks opened and fell, the trading volume shrank sharply, and the GEM trading volume was less than half of the last trading day before the holiday.
Pharmaceutical and medical stocks are severely polarized. At the same time, anti-flu, protective mask and other protective medical equipment stocks have risen and stopped, while other general pharmaceutical stocks have fallen and stopped.
Affected by the suspension of business, public transport, film and television, and other sectors fell across the board, and the downturn in the market also caused the securities firm to hit the limit.
As for the Hong Kong stock market, the Hang Seng Index dropped rapidly 5 last week.
After 86%, it opened slightly lower on Monday, rebounded rapidly during the session, and ended closing at 0.
17%, the transaction volume is more than 20% larger than last Friday, the largest volume in 8 months.
HSCEI rose 0.
27%, the 武汉夜生活网 red chip index rose 0.
Fusen Pharmaceutical announced that it may adjust the market demand for the production capacity of Shuanghuanglian oral liquid preparations. Under this favorable stimulus, Fusen Pharmaceutical once exceeded 248%.
Last week, it gradually increased by 1607.
96% of China’s medical groups once exceeded 50% during the session on Monday.
The institution’s counter-trend copying “be greedy when others panic”, Kitakami funds verified this investment saying with actual actions.
On Monday, Kitakami funds bucked the potential net purchase of 181.
US $ 9.1 billion, the second largest single-day net purchase in history, with a cumulative net purchase of 10,500.
A record high of $ 5.9 billion.
Among them, Ping An of China received a net purchase of 23 funds from Beijing.
2.5 billion US dollars, 上海夜网论坛 Guizhou Maotai net purchase up to 12.
8.3 billion, Gree Electric, Ningde Times net purchases were 9 respectively.
02 billion and 8.
In the after-hours rankings, Shenzhen Stock Connect and Shanghai Stock Connect special-purpose seats also frequently appear on the list.
Zhongyao Holdings had a huge earthquake on Monday with an amplitude of 16.
The Longhu list bought a seat for Shenzhen Stock Connect, bought 6.3 million yuan, and sold three seats was also a Shenzhen Stock Connect special seat, sold 5.14 million yuan, and net bought 1.16 million yuan.
Renhe Pharmaceutical has KN95 masks on sale. It should be sold out now. At the same time, the company also has infectious cold and cough, and antibacterial and anti-inflammatory products are on sale.
Renhe Pharmaceutical has also become a key target in the market. According to the Dragon Tiger Rankings, buying a seat is exclusively for Shenzhen Stock Connect, buying 26.49 million.
Xinlong Holdings, Tonghua Golden Horse, Xinhua Pharmaceutical, China Resources Sanjiu and other individual stocks on the Dragon Tiger list have all appeared in the capital or institutions.
While the abundance of funds represented by the northward capital has increased significantly, domestic insurance funds have also been bottoming out.
Securities Times reporters integrated internal data provided by mainstream insurance institutions show that in just one day yesterday, about 10 billion yuan of insurance funds plunged into the market.
Large insurance companies also issue internal instructions to equity investment managers: they cannot be sold net.
Large insurance institutions have agreed that the impact of the recent epidemic on the capital market is short-lived, and the long-term trend of A-shares has not changed due to short-term shocks. The Shanghai Stock Index below 2800 is a good buy for long-term investors.
At the same time, this move also reflects the performance of the special period, the due responsibilities and actions of large institutions.
There are too many bright spots in the market. Although A shares obviously made up for losses on Monday, there were also many bright spots in the session.The company’s new shares of Jiete Biotech, which was listed only 3 trading days, the company’s chairman Yuan Jianhua mentioned in the company’s listing and listing ceremony location. In view of the current domestic epidemic situation, one of the company’s main businesses is anti-fog and anti-virus mask business.The company has issued emergency production tasks for 10 million masks and said it has just received orders for 2 million masks from relevant departments in Guangzhou.
Although Jate Bio officially announced on the evening of the first day of listing that Guangzhou ‘s relevant departments had 2 million mask orders, only verbal demand. After the company assessed that the mask production business could not fully recover in the short term, it was difficult to complete the supply of 2 million masks.Business.
But still can’t stop the influx of funds, Jiete Biologicals traded 13 on Monday.
100 million, the turnover rate is as high as 66.
61%, eventually rising by 108.
Closed at the highest point of 5% throughout the day.
Recently, Tesla said in the fourth quarter of 2019 financial report that it had reached a cooperation agreement with Ningde Times.
On the evening of February 2, Ningde Times also announced that it would supply lithium-ion power battery products to Tesla.
The supply period is from July 1, 2020 to June 30, 2022.
The Ningde era once severely bucked the trend by more than 9% on Monday, hitting 143.
An all-time high of 48 yuan.
The Ningde Times performance forecast shows that it is expected to achieve a net profit of 40 in 2019.
1 ppm, 20% annual growth?
Sunflower Pharmaceuticals said on the interactive platform that the company has sales of Shuanghuanglian oral liquid, masks, Banlangen granules and other products, which have expanded the development of production.
The sunflower drug industry gradually deteriorated on Monday, and finally closed at the highest price of the day, rising sharply by 7.
65%, the trading volume sharply enlarged to 6.
4.6 billion, the largest volume in 9 months.
In addition, the online game stocks also showed some performance. The three-five interconnected daily limit, Kunlun Wanwei, and the electric soul network also had daily limit.
The beginning of elementary and secondary schools has strengthened the concept of online education, and all-round education has grown against the trend6.
58%, Jiafa Education, Li Sichen and other intraday trading also quickly rose.
Some companies allow employees to work remotely for the prevention of the pneumonia epidemic, which strengthens the cloud office concept stocks, will open the daily limit of opening communications, pan-micro networks, Yealink Networks, two six three, etc. all straight up against the trend.
The panic of the emergence of the wrong stock market will inevitably lead to a large number of stocks being wrongly killed.
Since the outbreak of the new pneumonia epidemic, the growth in drug sales has driven a surge in demand for downstream auxiliary materials.
On February 3, a reporter from Securities Times · e Company learned that Qingdao Yiqing Biotechnology Co., Ltd., a subsidiary of Guoen Holdings, as an important supplier of hollow capsules, worked overtime during the Spring Festival to meet the sudden increase in the number of hollow pharmaceutical factories downstream.Need for capsules.
It is reported that the order volume of Yiqing Bio has recently increased by three or four times, the production line has increased from 4 to 11, and the output has increased to 12 million tablets per day.
Yiling Pharmaceutical is the main customer of Yiqing Biotechnology. On January 22, Yiling Pharmaceutical donated Lianhua Qingwen Capsules worth 10 million yuan to the Chinese Red Cross Association to support the prevention and control of the new coronavirus pneumonia epidemic.jobs.
Therefore, Yiqing Bio-pharmaceutical urgently schedules production and does not stop work during the Spring Festival. Working overtime guarantees the demand for Yiling Pharmaceutical’s hard shell capsules.
However, the performance of the two companies was very different on Monday. The opening limit of Yiling Pharmaceuticals was the third daily limit in the last five trading days. Guoen Co., Ltd. opened the limit and hit a new low in more than five months.
Xianhe Co., Ltd. once hit a limit at the opening, but later on the interactive platform, Xianhe Co., Ltd. stated that the company’s medical insulin paper is used for the outer packaging of disposable medical masks and is a necessary raw material for disposable medical mask disinfection packaging.
In order to meet the needs of epidemic prevention and control, since the 30th of the Chinese New Year, the company organized personnel to abandon the Spring Festival holiday, to full capacity, to produce this type of paper, to the downstream mask production customers on the first day of the year, and actively cooperate with the supply of production materials, And fully support the work in the affected areas.
Xianhe shares have been rising in a straight line, and once hit a new high in more than 4 months during the session. Under the background of the overall market shrinkage, the trading volume increased from 28.95 million yuan on the previous trading day to 1.
5.3 billion, an increase of more than 428%.
Qingsong Co., Ltd. was also named on the interactive platform on Monday. The government has identified the subsidiary Northbelt as a necessary material production enterprise for epidemic prevention and control and agreed to resume work in advance.
Qingsong’s annual report forecast before the festival also said that it is expected to achieve net profit in 20194.
4.6 billion yuan?
10%, 9% increase every year.
Qingsong Co., Ltd. has been a roller coaster on Monday. It first opened at the limit and continued to rise at noon. Afterwards, it gradually fell back under selling pressure and finally fell by 7.
Dongguan Securities stated that the impact of the epidemic on the market is unavoidable, but the impact is generally short-term. From the middle point of view, the current forecast of A shares is still attractive, and the pace of internationalization of A shares and the trend of inflows into A shares remain unchanged.Through the release of selling pressure, the accumulation of greater liquidity support, and the subsequent epidemic situation gradually stabilized, I believe that the market has the opportunity to stabilize and repair opportunities.
The market is expected to show a volatile and repetitive pattern in February.