The market value of fracture in the pharmaceutical and biological sector has shrunk by nearly 100 billion in half a day! What signal?

category:Finance
 The market value of fracture in the pharmaceutical and biological sector has shrunk by nearly 100 billion in half a day! What signal?


Looking forward to the future of A-share market, some institutions said that Chinas exports continued to exceed expectations, and the recovery was getting better. It is expected that asset allocation will accelerate to the stock market. It is suggested that attention should be paid to the middle and upper stream opportunities related to Chinas supply advantages and export chain prosperity.

Pharmaceutical and biological sector falls

Source: wind

On the news surface, recently, high-value medical consumables field with volume procurement program frequency. The second batch of medical consumables list mainly includes six categories: artificial hip joint, artificial knee joint, defibrillator, occluder, orthopedic materials and stapler, according to the notice on rapid data collection and price detection of the second batch of high-value medical consumables issued by the State Medical Security Bureau.

Guokai Securities believes that the short-term pharmaceutical biological plate may have a certain adjustment. At present, the domestic vaccine is still not approved for marketing, the industry will still have a high degree of concern. In the medium and long term, the leading enterprises in the subdivided fields with definite business climate will not be afraid to adjust.

Among the individual stocks, China Pacific Insurance rose by more than 6%, derivative technology rose by more than 5%. Xiangcai shares, Xinhua insurance, China Ping An, Xishui shares, China Life Insurance, PICC and BOC securities all had good gains.

Source: wind

Guoxin Securities believes that in the first three quarters of 2020, under the influence of the epidemic situation and other factors, the overall performance of the large financial sector is difficult to be optimistic, and the follow-up large financial sector is expected to usher in the performance recovery market, and its performance is still worth looking forward to. In addition, with the valuation of multiple sub sectors in the plate falling to historical lows, the potential for valuation repair may bring more investment opportunities.

Recovery market is getting better

From the disk perspective, the recent strong cyclical stocks are divided today, with non-bank financial and real estate sectors rising hand in hand, while nonferrous metals, steel, and building materials plates are significantly callback. Bohai Securities said that in the near future, the procyclical plate is more active under the expectation of global economic recovery. Under the pressure of fund assessment, it tends to cash in the plate with higher accumulative increase this year, leading to obvious differentiation of market style.

Looking forward to the future of A-share market, Societe Generale Securities said that RCEP has been achieved, China shows the supply advantages of manufacturing power and manufacturing power, exports continue to exceed expectations, the recovery market is getting better, and asset allocation is expected to accelerate to the stock market. On the one hand, the recent global economic recovery has accelerated, the global commodity prices have reached new highs, the demand recovery has accelerated response, and the overall inventory replenishment stage has entered the inventory cycle; on the other hand, the FSC held a meeting on November 21, emphasizing the bottom line of no systemic risk, zero tolerance and strict treatment of various debt evasion and cancellation to ease market concerns in the short term. It is suggested that attention should be paid to the upstream and midstream opportunities with supply advantages and export chain prosperity. When looking forward to the theme and industrial trend in 2021, China Merchants Securities suggests to pay attention to three main lines: first, investment opportunities brought by the dividend of the 14th five year plan and double cycle policy; second, focus on new emerging strategic industries and areas with strong certainty; third, focus on New consumption trends under the background of consumption upgrading. Source: Yang Qian, editor in charge of China Securities Journal_ NF4425

Looking forward to the future of A-share market, Societe Generale Securities said that RCEP has been achieved, China shows the supply advantages of manufacturing power and manufacturing power, exports continue to exceed expectations, the recovery market is getting better, and asset allocation is expected to accelerate to the stock market. On the one hand, the recent global economic recovery has accelerated, the global commodity prices have reached new highs, the demand recovery has accelerated response, and the overall inventory replenishment stage has entered the inventory cycle; on the other hand, the FSC held a meeting on November 21, emphasizing the bottom line of no systemic risk, zero tolerance and strict treatment of various debt evasion and cancellation to ease market concerns in the short term. It is suggested that attention should be paid to the upstream and midstream opportunities with supply advantages and export chain prosperity.

When looking forward to the theme and industrial trend in 2021, China Merchants Securities suggests to pay attention to three main lines: first, investment opportunities brought by the dividend of the 14th five year plan and double cycle policy; second, focus on new emerging strategic industries and areas with strong certainty; third, focus on New consumption trends under the background of consumption upgrading.