In terms of industry sectors, new superbugs spread to many countries, and the virus prevention sector broke out. Lianhuan Pharmaceutical, Sihuan Bio, Orid, Rip Bio, Fuan Pharmaceutical, Lu Kang Pharmaceutical, Neptune Bio, etc. had daily limit;
The pharmaceutical manufacturing sector also performed well, with over 10 shares in Baiyi Pharmaceutical, Zhongzhu Medical, Weiming Pharmaceutical, Jiudian Pharmaceutical, Qi Xing Ophthalmology, Magic Pharmaceutical, Guangxin Pharmaceutical and Xianghai Pharmaceutical.
The transparent factory sector continued to be strong, with the leading Ding Jie software 6 consecutive boards, and the daily limit of Taier, Ankong Technology, essence pharmaceutical, Youxunda, Meiansen and Nanjing Panda;
The concept of industrial hemp is still active, with the daily limit of Transocean Linzhi, Tian Rui Instruments, Furi Electronics, Fuan Pharmaceutical, Jinlong Pharmaceutical, Fangsheng Pharmaceutical, Xingmin Zhitong and Celes;
In the first quarter, the market picked up. Jiadian shares (net profit increased by 73.85%-93. 16% year-on-year) went up for two consecutive days, while Kerong Environment (expected to turn losses substantially), Gaomeng New Materials (net profit increased by 84%- 1 1%) and Yidan Instruments (net profit increased year-on-year).
The fuel cell sector surged back, with Zhongtai shares trading daily, and Chai Quan Electric Power, Great Wall Electrician and Meijin Energy trading daily.
Hainan plate rose in intraday trading, HNA innovation and Shuangcheng Pharmaceutical closed the board, and HNA Foundation once had a daily limit, followed by Hainan Ruize and Kangzhi Pharmaceutical.
The Chongqing plate continued to break out, and Chongqing Three Gorges A, China Communications Real Estate, three sheng and Chongqing developed daily limit;
The automobile industry changed, Jianghuai Automobile, Dongfeng Technology, Beiqi Blue Valley daily limit, Changan Automobile, Huayu Automobile and other stock prices rose;
The concept of precious metals gradually attacked, and Hengbang shares touched the board. Ronghua Industry, Chifeng Gold, Hunan Gold and other stocks are all red;
The wine-making industry was among the top gainers, with TongPortugal shares and *ST Huangtai trading daily, LU ZHOU LAO JIAO CO.,LTD shares and China-Portugal shares soaring, and Kweichow Moutai's share price reached a record high in 950 yuan.
The chemical industry continued to divide, with Huifeng, Andy Su, Shilong Industry, Midland New Materials and Tiandi Digital trading daily limit, while Jianxin, Qicai Chemical, Ao Bai Chemical, Yangnong Chemical and Danhua Technology fell more than 5%.
The brokerage trust was in a downturn at the end of the session, Southwest Securities had a daily limit, and Huachuang Yangan and soochow securities rose slightly;
Aerospace, blockchain, intellectual property, steel industry, Xinjiang and other sectors were among the top losers.
In terms of individual stocks, the State Grid's financial control platform plans to be listed on the road curve, and it is believed that the power resumption will be daily limit for 7 consecutive days;
Planning to cooperate with domestic new energy vehicle companies, FAW Li Xia resumed trading for 3 days and 2 boards;
It is planned to receive 0/00% equity of Zhong Min Haidian/KLOC, and Zhong Min Energy will resume trading for three days with two daily limit;
Keyuan Refinery plans to list 654.38+003 billion yuan on the backdoor, and Renzhi shares will resume trading for two consecutive days;
65.438+0.48 billion "swallowed up" Guodian investment capital, and Dongfang Energy resumed trading for two consecutive days;
It is planned to merge into Zhiyou Netan, and Guonong Technology will resume trading;
It is planned to acquire 0/00% equity of Huafeng New Materials/KLOC, and Huafeng spandex will resume trading at the daily limit;
Gree Group intends to transfer 15% equity, and Gree Electric has a daily limit for two consecutive days, with a turnover exceeding1800 million yuan, a record high;
The annual report is proposed to be 10 yuan, with a gigabit height of 9.88%;
The media said that the former chairman was suspected of intentional homicide, and the share price of Sunflower Pharmaceutical plummeted to the limit;
20 18, it is planned to 10 to 7 factions of 0.5 yuan, and Cuihua Jewelry benefited from the daily limit;
A number of shareholders intend to reduce their holdings by no more than 7.76% in total, and the flush will fall below the limit, with a turnover of more than 2 billion yuan.
Tang Jun, the real controller of the group loan network, surrendered himself, and the derivative technology resumed trading for 7 consecutive days.
initial public offering (IPO)
New Media shares, subscription code: 300770, total issue quantity: 3,265,438+00 shares, issue price: 360.17 yuan, single account subscription limit: 65438+02500 shares, issue price-earnings ratio: 22.99 times.
Institutional strategy
Ping An Securities: The expectation of macroeconomic recovery is continuing, the valuation of the A-share market has returned to the historical average level, the market sentiment is expected to continue to be agitated, the current opportunities far outweigh the risks, and the market logic gradually shifts from the valuation end to the performance end.
Guotai Junan: The market situation focuses on capital in the first half of the year and profitability in the second half. Capital expenditure, real estate investment, durable consumer goods and other typical medium-term and early-cycle areas have improved beyond expectations, and we have grasped three winners and losers in this year's market. 1) One of the winners and losers: ensure that the previous investment income is cashed. Investors who have obtained relatively high returns in the early stage should appropriately adjust their position structure and turn to equilibrium. 2) The second winner: grasp the early-cycle structural opportunities in the later stage. The end of the first half of the year, or the beginning of the second half of the year, grasp the structural opportunities of the early cycle plate. 3) The third winner: guard against the risk of sudden market changes at the end of the year. Combined with the historical experience of 20 12, 20 14 and 20 17, near the end of the year, we should guard against the risk of market mutation driven by the financial real estate sector.
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