Short-term index shocks, theme stocks will be reactivated
Guizhou Maotai and other liquor stocks entered the rest of the day after a few days of madness. However, many emerging industries have not been able to take over the leading banner. As the policy dividend continued to release, the market entered the rhythm of taking medicine yesterday. The intraday Shanghai index lost 3,000 points, but the market closed 3,000 points and set a new high.
Qian Ge private equity experts believe that the current market is still in a strong pattern, lithium batteries and other theme stocks began to be active after adjustment; the market outlook is expected to be index shock, active stocks.
Institutions are rushing
Medical sector into a new favorite in the market
Yesterday, major media reported a piece of news about health care reform. The National Development and Reform Commission and other four departments issued the "Opinions on Advancing the Reform of Medical Service Price" on Wednesday, demanding that the comprehensive reform of public hospitals be comprehensively considered to eliminate the drug addition and local government compensation policies, and adjust the price of medical services simultaneously.
Affected by this, the private medicine-based medical and medical sectors became the new favorite of the market yesterday, and once led the market rebound. At the close of the market, Xinbang Pharmaceutical, Jinling Pharmaceutical and International Medicine reached a daily limit, and Kangmei Pharmaceutical and Hainan Pharmaceuticals rose more than 5%.
Zhongfei Securities Investment Gu Feifei said that the recent pharmaceutical industry policy dividends continue, such as the previous guidance of the Ministry of Human Resources and Social Security to announce the "three medical linkages" guidance, the National Development and Reform Commission recently announced the "promotion of medical service price reforms"; The "three-five" plan will also land in the near future... These have caused investors to eliminate concerns about the pharmaceutical sector some time ago.
“Compared with the consumer sectors such as liquor stocks, the pharmaceutical sector has been significantly behind since June.†Mr. Private Equity said that some leading companies in the pharmaceutical industry are currently under the valuation of the bottom area, and the medical service industry now has policy support and will continue. Maintaining a high degree of prosperity, many listed companies in this business layout will benefit.
From the perspective of the disk, several pharmaceutical stocks that were in the past were owned by many private hospitals and were highly sought after by the institutions. According to the data of the exchange's dragon and tiger list, Jinling Pharmaceutical was sought after by three institutions, with a total purchase of 87 million yuan. There are also two institutions in the selling list, but the selling amount is much smaller than the amount bought by the three institutions. Xinbang Pharmaceutical has four institutions to buy, and bought a total of 790 million yuan, of which one agency spent 628 million yuan. Obviously, the organization is optimistic about Xinbang Pharmaceutical.
CITIC Securities believes that the pharmaceutical sector will usher in the opportunity to focus on two types of opportunities. First, private hospitals and doctor group companies that benefit from the reform of medical service prices and the promotion of doctors' multi-practice policy, such as Tongce Medical, Yiyi Pharmaceutical, Samsung Medical and Aier Ophthalmology, etc.; second, it is expected to be a promising third-party medical testing institution in the continuous expansion of the primary medical market, such as Dean Diagnostics, Meikang Bio.
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