On July 4, the Shanghai and Shenzhen stock indexes fluctuated and rose in early trading. On the market, the pork sector surged higher, with Muyuan shares , Wen's shares, and New Hope rising sharply. CRO, lithium battery, photovoltaic , anti-epidemic, and power sectors strengthened, Yangtze Power , Tongwei Co., hit record highs. The semiconductor sector has adjusted, with Weil Holdings, North Huachuang , GigaDevice , and SMIC declining.
Pig prices rose, agricultural stocks exploded
Agricultural stocks and medical stocks exploded, which was also an important driving force for the strong recovery of indexes such as GEM . Pig prices rebounded, and pig stocks soared.
Among the agricultural sectors, Tiankang Biotechnology , Zhengbang Technology hit the daily limit, Superstar Agriculture and Animal Husbandry approached the daily limit, Wen's Shares, Jin Xinnong , etc. rose sharply.
Pig prices continue to rise and have exceeded 20 yuan/kg. Since April, domestic pig slaughter prices have continued to fluctuate and rise, and now have exceeded the 20 yuan/kg mark.
Souzhu.com data shows that on July 1, the national average slaughter price of lean pigs was 20.15 yuan/kg, an increase of 0.2 yuan/kg from the previous day’s 19.95 yuan/kg, a single-day increase of 1%; compared with last year During the same period, the price increased by 5.45 yuan/kg from 14.7 yuan/kg, a year-on-year increase of 37.07%.
Zhumao, which has a market value of over 300 billion, and Muyuan’s share price also surged nearly 7%.
The medical sector continues to rebound wildly
monkeypox concept stocks have collectively risen
The medical sector is still rebounding and has surged nearly 4% again this morning. The 400 billion giant Mindray Medical has soared 7%.
Monkeypox concept stocks have surged higher. Zhijiang Biotechnology has soared more than 14%, followed by Shuoshi Biotechnology, Oriental Biotechnology, Daan Gene, Shengxiang Biotechnology , Youningwei, Kaipu Biotechnology , etc. .
On the news, U.S. infectious disease experts and public health advocates warned that the Biden administration's response to the monkeypox epidemic was too slow and that the United States risked losing control of the disease. According to data from the U.S. Centers for Disease Control and Prevention (CDC), a total of 460 confirmed cases of monkeypox have been detected in the United States so far. But experts say that number is certainly an underestimate because many people who may be infected haven't had a chance to get tested.
The National Health and Medical Commission recently issued the "Technical Guidelines for Monkey Pox Prevention and Control (2022 Edition)", which requires that during the isolation period of existing inbound travelers, while checking for new coronavirus infection, all localities should proactively conduct monkeypox virus screening on inbound travelers.
Zhongtai Securities said that considering the occurrence of monkeypox epidemics in many European and American countries and the superimposed risk of domestic imports, it is paying attention to the development of test kits and treatment and other related targets.
Large aircraft sector moved higher moved higher
html On July 4, affected by the news that the three major airlines collectively announced the purchase of aircraft, A shares large aircraft sector moved higher, Boyun New Materials , Baoti shares , Airlines Fali rose more than 6%.
html On the evening of July 1, Air China , China Southern Airlines and China Eastern Airlines collectively announced the purchase of aircraft. Among them, Air China and China Southern Airlines each purchased 96 Airbus A320NEO series aircraft, with an order value of approximately RMB 81.8 billion; China Eastern Airlines plans to purchase 100 A320NEO series aircraft, with a total price of approximately RMB 85.778 billion. If the 28.9 billion yuan aircraft order disclosed by China Eastern Airlines in May is added, the total amount of aircraft ordered by the three major airlines this year is about 278 billion yuan.
Regarding the reasons for this large-scale introduction of aircraft, China Eastern Airlines stated in the announcement: Based on its confidence in the future development of the civil aviation industry, the company needs to plan and reserve fleet capacity in advance. Air China and China Southern Airlines also stated in the announcement that this transaction is in line with the company's "14th Five-Year Plan" development plan and market demand, and will help the company optimize its fleet structure and long-term capacity supplement. Judging from the specific capacity increase, Air China expects this transaction to increase its capacity by approximately 10.4%, and China Southern Airlines expects its capacity to increase by approximately 13.0%.
