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Can big consumption continue to be strong?
A shares three major indexes strengthened collectively today, with the Shanghai Composite Index closing up 1.4%, the Shenzhen Component Index rising 1.94%, and the ChiNext Index rising 2.23% . The main indexes all set their best performance in the past month and a half . The market turnover volume exceeded 650 billion yuan, the number of stocks rising was close to 4,400, and the industry sector showed a general upward trend. Large consumption broke out in the afternoon, and medical leaders rebounded sharply, and winemaking, food, cultural and tourism rose like a tide; track stocks rose slightly, while resource stocks such as coal, nonferrous metals, and oil fell against the trend.
stocks , Huakang Medical and Huada Intelligent Manufacturing two stocks hit the daily limit of 20CM, Xinlai Yingcai rose nearly 19% and hit a new high, and more than 100 stocks rose more than 9%. oversold major consumption set off a wave of daily limit, and more than 20 individual stocks such as Zixin Pharmaceutical , Shuangcheng Pharmaceutical , Xi'an Food and more than 20 stocks hit the daily limit.
The pharmaceutical and consumer sectors lead the rise
The pharmaceutical sector has been frequently favored recently. First, the price of dental implants has adjusted better than expected; secondly, the National Health Insurance Administration recently stated that since the clinical use of innovative medical devices is not yet mature and the amount of use is temporarily difficult to estimate, it is still difficult to implement the volume-based method. In addition, the State Council has determined that special re-lending and fiscal interest subsidies support equipment updates and transformations in some fields to achieve the goal of expanding market demand and increasing development potential.
Today, the Pharmaceutical Biologics index rose by 4.82%, ranking second in the first-level industry growth rate list. Huakang Medical and Huada Intelligent Manufacturing 20CM hit the daily limit, and more than 10 stocks such as Dongfulong , Wowu Bio, Zixin Pharmaceutical rose by more than 9%, including Dabo Medical , HiSco , Tongce Medical , Yuyue Medical and other leading stocks hit the daily limit. Huada Intelligent Manufacturing's after-hours Dragon Tiger List shows that the four institutions bought a total of 174 million yuan, while four institutions sold a total of 82.89 million yuan, and the institution's net purchase of exceeded 90 million yuan.
major consumer sectors rose sharply across the board, with the social service index rising by more than 5%. Huatian Hotel , Xi'an Food, Lijiang Shares and other stocks hit the daily limit; commerce, textiles, clothing, food and beverage sectors all rose by more than 3%, Shitou Shares , Xujiahui , Xinao Shares , True Love Meijia, Sunshine Dairy, Lanzhou Yellow River and other stocks hit the daily limit.
Main capital flows into these oversold consumer leaders
Pacific Securities believes that small-cap , growth style valuation is behind the sharp shrinkage of valuation in the valuation. Currently, in the context of overseas tightening and limited domestic valuation contribution, the market has begun to choose more defense, thus bringing relative returns from the value sector. Valuation is the result of the transaction, not the reason. Believe in the effectiveness of the market, respect the transaction results of the market, and currently allocate the value sector represented by consumption, with a better winning rate.
Futu Securities believes that in addition to being affected by economic cycle fluctuations, the overall domestic consumption is mainly subject to changes in epidemic control. From the perspective of consumer behavior and market performance, the current necessary consumption is obviously more stable; from the perspective of the mid-range, it is recommended to pay attention to the hotel industry that has stronger correlation with consumption scenarios, improved supply and demand, and has relatively high entry barriers; the dairy sector with improved competitive landscape, improved operating efficiency, and stabilized gross profits; the cosmetics leader with brand potential and channel dominance.
The major consumption-related sectors have declined significantly since the beginning of this year, with the pharmaceutical and biological index falling by nearly 29%, and the textile and clothing, household appliances, textile and clothing, social services, food and beverage sectors all fell by more than 10%. Pharmaceutical Bioindex rolling price-to-earnings ratio is 21 times, at the lowest level in the past decade.
Securities Times ·Databao statistics, among the stocks in the large consumer sector with ratings of more than 5 institutions and a decline of more than 20% this year, 41 stocks are unanimously predicting that the net profit growth rate will exceed 20% next year and 2024, and the net inflow of main funds will exceed 1%.
Among them, the net inflow of main funds Liangpinpuzi 31.02 million yuan, with the net inflow ratio of 18.17%.In addition, the proportion of the turnover of stocks such as main funds inflows of Jiuguijiu , Jiahe Food, Changchun Hi-Tech , etc., and the proportion of stocks such as Tongce Medical, Richen Shares, and Zhifei Biology exceeds 5%. Judging from the forecast price-to-earnings ratio next year, the price-to-earnings ratios of individual stocks such as Sitaili and Walrus New Materials are all lower than 10 times, while stocks such as Chutian Technology , Changchun Hi-Tech, Dongfulong, Huazhi Wine Store , and Gujia Home Furnishing are less than 15 times.
Statement: All information content of Databao does not constitute investment advice. The stock market is risky, so be cautious when investing.
Editor in charge: Lin Lifeng
Proofreading: Su Huanwen
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Data treasure (shujubao2015): Securities Times Intelligent Original Innovation Media.
