rare! The hundreds of billions of giants suddenly dropped more than 10% in heavy volume, and the medical beauty sector suffered a heavy setback! what happened? The company's emergency response

time:2022-12-09 13:07:22source:chakarski.com author:Education stock
rare! The hundreds of billions of giants suddenly dropped more than 10% in heavy volume, and the medical beauty sector suffered a heavy setback! what happened? The company's emergency response

In early trading today, A-shares as a whole bottomed out and rebounded slightly, with the Shanghai Composite Index sticking to 3,100 points, and the Science and Technology Innovation 50 Index falling by more than 2%, hitting a new low in more than four months. On the disk, sectors such as industrial mother machines, chicken, coal, and tourism strengthened, while sectors such as digital currency, cloud games, medical beauty concepts, and ST declined the most. The net inflow of capital from the north was 1.175 billion yuan. On the disk, the 100 billion-dollar giant Amic has fallen sharply, once exceeding 10%, the largest intraday drop in the past year; the medical beauty sector slumped across the board, and Bloomage Bio, Longzi shares, and Huadong Medicine all fell by more than 5%. . Regarding the intraday stock price fluctuations on the 19th, Amic insiders responded to the reporters of e-company that there is no conclusive policy-side news yet, and the company's operations have not changed. The person believes that the stricter supervision of the medical beauty industry will guide and standardize the healthy and orderly development of the industry, and the midstream leading enterprises in the industry and the medical beauty institutions that have standardized operations will gain more market opportunities, which will help accelerate the clearing of the industry. Promote the high-quality development of the medical beauty industry. Chicken price increase institutions are actively deployed With the approach of the National Day holiday, in addition to the continued strength of tourism, hotel and catering sectors, chicken, pork and other sectors have also experienced changes. In early trading today, the chicken sector index rose by nearly 2% in a straight line, with Superstar Agriculture and Animal Husbandry and Huatong shares among the top gainers; the pork sector also rose at the same time, with Muyuan shares among the top gainers. Recently, a number of leading yellow feather chicken breeding companies announced their August sales briefings. The average sales prices of broiler chickens in August of Wen's, Lihua and Xiangjia were 18.01 yuan, 17.83 yuan and 15.05 yuan per kilogram respectively, an increase of 9.95% from the previous month. , 8.13%, 5.78%, the average sales price has risen significantly and has risen consecutively. According to Wind data, since July, the average price of white feather broilers in the main producing areas (Shandong, Liaoning, Henan, Hebei) has fluctuated in the range of 4.65 yuan/catties to 4.84 yuan/catties, which is also at a high level in the same period in the past five years. It is worth mentioning that the price of broiler chicks has also risen from 1.53 yuan per bird in early July to the current 3.9 yuan per bird. The price of broiler chickens has been low for more than two years, and the market has significantly reduced production capacity. According to data from Zhuochuang Information, the number of white feather broilers sold in China in August was 468 million, a year-on-year decrease of 2.5%; from January to August 2022, the total number of white feather broilers sold was 31.44 100 million, a year-on-year decrease of 4.6%. The laying hens were affected by the high temperature weather, and their willingness to lay eggs was greatly reduced. Although the egg price briefly fell due to the end of the Mid-Autumn Festival, the egg price has rebounded again recently. The main contract of egg futures rose nearly 2% this morning, rising for the third consecutive day and hitting a new high in two months. It is generally expected by the market that the mass production of new eggs will require the climate to cool down completely, and the normal production of laying hens will not resume until after October. Institutions have also begun to lay out the layout of the chicken sector. The 2022 semi-annual report shows that as of the end of the second quarter, social security funds, pension funds and QFIIs appeared in the list of top ten tradable shareholders of the chicken sector Yike Foods, Chunxue Foods, Xiaoming and other companies. Wait for the new figure. Guosheng Securities pointed out that with the gradual elimination of the impact of the epidemic closure and control, the consumer demand for yellow chickens has picked up. At the same time, in the second quarter of 2022, the inventory of the parents who are in production will continue to decline month-on-month, and the tight supply pattern will not change. It is expected that the medium-term prosperity will continue. Warming to form price support. The yellow chicken segment is optimistic about the industry leader with excellent cost control and growth ability, while the white chicken is optimistic about the industry leader with significant breeding advantages. The key recommendation: Lihua shares, it is recommended to pay attention to: Wen's shares, Sunnong Development, Xiangjia shares. The industrial mother machine sector opened higher and moved higher in the morning with heavy volume. During the intraday trading, it rose by more than 3% in a straight line. Many stocks such as East China Heavy Machinery and East China CNC rose to the daily limit in seconds, and Yuhuan CNC also hit the daily limit. German CNC, Mingzhi Technology, etc. all rose sharply. According to the website of the China Securities Regulatory Commission, Harvest SSE Sci-tech Innovation Board Chip ETF, Huaan SSE Sci-tech Innovation Board Chip ETF, South SSE Sci-tech Innovation Board New Materials ETF, Bosera SSE Sci-tech Innovation Board New Materials ETF, Huaxia CSI Machine Tool ETF, which were just reported last Friday. , Cathay CSI Machine Tool ETF was quickly approved on Sunday. Cathay Pacific Fund said, "approved really fast"! This reflects that the regulatory authorities encourage public offerings to actively deploy themed products in the machine tool industry and support the development of the industrial machine tool industry. The fund products are expected to bring incremental funds to the machine tool industry, help the real economy increase R&D investment, expand production, and promote the qualitative improvement of the industrial chain. Si Fan, fund manager of China Asset Management CSI Machine Tool ETF, also believes that the domestic machine tool industry has entered a ten-year update cycle stage, and the advent of update demand provides strong support for the continuation of the industry's high prosperity. At present, the numerical control rate of key processes in my country is about 50%, but compared with the 80%-100% numerical control rate of machine tools in developed industrial countries such as Japan and Germany, there is still a lot of room for improvement in my country's numerical control rate. According to the "Made in China 2025" plan, by 2025, the domestic market share of high-end CNC machine tools and basic manufacturing equipment will exceed 80%. Guojin Securities pointed out that China's machine tool import substitution space is huge. With the support of policy support, the investment of the manufacturing industry transformation and upgrading fund, and the approval of the China Securities Machine Tool ETF, the machine tool industry chain is expected to accelerate the maturity and promote the acceleration of machine tool import substitution. Editor in charge: Bloomberg Proofreading: Yang Lilin
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