Big A exploded again today. ’s long-lost 100 stocks hit the daily limit, more than 4,500 stocks rose, less than 400 stocks fell, and the rise and fall median +1.76%! Can the volume of soar from 729 billion yesterday to 861.8 billion? Is the fellow villager back?
Everyone has witnessed history again, that is, the medical sector has almost hit the daily limit. All the front rows dominate the screen, and those with increase in with less than 10% cannot be ranked at all! Even Hengrui Medicine , Changchun Hi-Tech, WuXi AppTec , Mindray Medical , etc., those with thick eyebrows and big eyes, either hit the daily limit or have long legs of more than 10%. They are really a long life.
Aigujun has been pumping out every day recently and looking for good news every day. This week finally has a reward! Shanghai Composite Index rose 1.57% weekly, Shenzhen Component Index rose 3.18% weekly, and ChiNext html rose 6.35% weekly. Considering that it still fell sharply on Monday, , the market has been crazy in the past four days. Have you outperformed the GEM?
A friend asked, What is the most exciting thing you have ever done with the opposite sex? Answer: I bought Gelan’s fund. I wanted to rest as soon as I fell. I wanted to love her today. I wanted to love her. It is said that many Meituan flag bearers have received notifications and stopped taking orders quickly... The bull market is coming, come back quickly!
1. China Securities Regulatory Commission: Support and encourage listed companies to repurchase shares and maintain the company's investment value and equity of small and medium shareholders
The China Securities Regulatory Commission publicly solicits opinions on the revision of the "Rules for Share Repurchase of Listed Companies" and the "Rules for Management of Shares of the Company held by Directors, Supervisors and Senior Management Personnel of Listed Companies and Their Changes", supports and encourage listed companies to implement share repurchase in accordance with the law, directors, supervisors and senior management of listed companies to increase their holdings in accordance with the law, and actively safeguard the company's investment value and equity of small and medium shareholders. The revisions include: First, optimize the repurchase conditions of listed companies; second, relax the repurchase restrictions on newly listed companies; third, improve the repurchase and increase holdings window period; fourth, reasonably define the share issuance behavior.
Comments: The market fell sharply before , and the China Securities Regulatory Commission has not spoken! , but after a few days of rebound, it added fuel to the fire tonight, and issued a revision of the rules for repurchase and increase holdings. supports and encourages listed companies to repurchase and increase holdings by major shareholders.
is definitely a real benefit, or is it real money. The reduction of the repurchase threshold, time limit, etc. of listed companies is indeed conducive to more repurchasing and stabilizing stock prices, especially in extreme market conditions. Repurchase + increase in holdings can boost the stock price!
However, it is a good thing, but it is not a heavyweight level. There are two reasons. One is that many repurchases for A shares are not cancelled, but are used for equity incentives, which is a bit of a hooligan; the other is that in the downward channel, repurchases are useless. From Ping An in A shares to Hong Kong stock in in in , each company repurchased hundreds of billions, but the stock price fell into a dog!
Aigujun took a look. At least 456 listed companies have released repurchase plans this year. Tonight, Shandong Steel , Wannianqing major shareholder announced an increase in holdings, Zhongke Soft , and Zhonghuan Environmental Protection announced a repurchase. These companies are politically conscious, and they may be hyped next week.
2. National Medical Insurance Administration: It has not yet considered including dental implants in the medical insurance payment scope
The National Medical Insurance Administration recently issued the "Reply to Suggestion No. 6184 of the Fifth Session of the 13th National People's Congress", and gave relevant replies to the suggestions for inclusion of dental implants in the medical insurance payment scope. The National Medical Insurance Administration stated that my country's basic medical insurance system is based on protecting the basic medical needs of insured persons. Dental implants belong to a higher-level medical needs, and it has not yet considered including dental implants in the medical insurance payment scope.
Comments: Pharmaceuticals has set off a wave of daily limit today, with a total of more than 80 stocks may hit the daily limit by more than 10%, and the sector's growth rate has hit the first in history.Medical ETFs and medical device ETFs have hit the daily limit even more strongly, which is a long time to live!
mainly because there are too many benefits, The National Health Insurance Administration has made it clear that innovative medical devices will not be included in the centralized procurement for the time being, and the 1.7 trillion interest-free loan incident continues to spread, etc., which releases a signal of policy correction ! In addition, WuXi AppTec, Mindray Medical and other performances are good, and the pharmaceutical sector is also very cheap, with valuations lower than the bottom of the 2018 bear market.
The most important thing is that the medical sector has fallen the worst in the past two years. Aunt Ge has been scolded for many times, but today its funds rose by more than 8%, which has brought investors back to their health. He became Goddess Ge again, Lanlan.
From a policy perspective, the medical sector has bottomed out and is also attractive from the valuation. But today's increase is too big, so don't chase highs in the short term! If you want to wait for the mid-line layout, it will not be too late to intervene for a few days. Don’t worry, you won’t miss the opportunity.
3, CICC : Wednesday's low can be confirmed as the historical bottom, and the downward space is very limited
CICC research report pointed out that the market is not as good as the best, and the emotional reversal is the core of the recent trend. In addition, in our space bottom-time frame, space bottom: M2 discount bottom position is 4462 points in September, and the Wednesday low is less than 70 points! It can be confirmed as a historical bottom, and the downward space is very limited.
Comments: The market for has been rising for a few days, and some securities companies have come out to blow it up. said that the lowest point on Wednesday was 2934 points, which is the historical bottom, and the downward space is very limited! You know, brokers also have to make a living, especially the two major CITIC ( CITIC Securities , CITIC Construction Investment), have always been very active.
Aigujun is very curious. After reading the forecasts of securities firms at the beginning of next year, many good guys in saw 4,000 points, and CITIC Construction Investment believes that this year is 3,700-4,000 points. will end this year in more than three months. Do you think it can be realized? The key point of
is to dare to brag. If it is realized, it will be awesome. This is the logic of the brokerage firm. 2934 is possible in the historical bottom, but slapping in the face is also the norm! The market is too miserable this year. I hope to fight the fourth quarter turnaround battle and have a meal at the end of the year.
No matter what, the worst moment has passed. The market will fluctuate later, and even will bottom out for the second time ! But don’t panic and cut your losses. Instead, you should buy more and more as you fall. Stock trading is a game, and the winner must be every stock hero who sticks to it!
4, Tianqi Lithium Industry : It is expected that the net profit in the first three quarters will be 15.2 billion to 16.9 billion will increase year-on-year 28 times-31 times
Tianqi Lithium Industry announced that it is expected that the net profit in the first three quarters will be 15.2 billion to 16.9 billion , a year-on-year increase of 2768.96% to 3089.83%; it is expected that the net profit in the third quarter will be 5 billion to 6.5 billion , a year-on-year increase of 1026.1% to 1363.92%. Benefiting from the improvement of global new energy vehicles, lithium-ion battery manufacturers accelerated production capacity expansion, and the sales volume and average sales price of the company's major lithium products both increased significantly compared with the same period last year.
Comments: lithium mine Maotianqi Lithium Industry has achieved performance. It earned 15-17 billion in the first three quarters, which is considered pretty, but deducting non-operation is 14.2-15.8 billion. Among them, the third quarter was 4.98-6.48 billion yuan, which was a bit bad!
Of course, Sichuan's power limit was half a month in August, which affected the production of local subsidiaries, but Ganfeng Lithium has increased month-on-month, and this reason should be untenable! In short, Tianqi Lithium Industry's PE is only 8 times, which is indeed very cheap, but as a tried and tested old leek, I understand that has a low price-to-earnings ratio and does not necessarily have a undervalued stock price.
The reason is very simple. If you finish the meal alone, downstream companies and users don’t even have to drink soup. This is abnormal and unsustainable! This is a wake-up call for all lithium mining companies. The performance of the lithium mine sector will not be bad, but the stock price may not necessarily perform, so be careful!
Daily chat:
The stock market rose sharply today, and there is another thing that has also been on the hot search., A Zhejiang stock investor forgot his account, and 10,000 yuan in 2015 years turned into 500,000 yuan. is comparable to the old lady who forgot her password and earned 500,000 yuan!
This stock investor bought consumer stocks. According to investigation, in the past 15 years, A-shares with more than 50 times have increased by Shanxi Fenjiu , Unisplendour Guowei , Pianzihuang, Changchun Hi-Tech and Gujing Gongjiu . Who do you think it will be?
Of course, this kind of thing is a bit misleading. This is just survivor deviation . There are more than 100 million shareholders in the country, and this kind of thing happens once or twice a year! Besides, how many investors can not look at their accounts for a month? Not to mention a year or ten years.
However, this also tells us that The fate of a person's stock trading is not only about self-struggle, but also about historical progress. is better patient. As long as you take a good company, I believe that the national fortune is still in the rising stage, and there may be surprises if you lie flat.
Tonight US stocks opened high and closed low again dived, Nasdaq fell nearly 2%. It seems that I used too much force yesterday, and today I was in awe. Chinese stocks listed in the United States, A50, and offshore RMB are not good, but they don’t care about them! Let's have a good weekend.
After all, this week is the most proud week for investors in more than a month, and they can relax quickly.
