The National Health Commission issued a notice last night, renaming new coronavirus pneumonia to new coronavirus infection . My understanding is that the change in the name is mainly a flexible adjustment based on the current status of cases. Judging from the current situation of most infected people, it is rare to be infected into the lungs. They are basically viral infections similar to influenza. In this way, it is somewhat similar to seasonal influenza, so it is called a viral infection. After
was named like this, the most significant change, which people have been looking forward to, is the implementation of Category B and B controls for new coronavirus infections from January 8, 2023. What is Category B and B controls? The biggest difference from Category A infectious diseases is that Category A infectious diseases often have mandatory control and isolation measures, while Category B infectious diseases only need to be managed, and no compulsory control and other measures will be taken. According to the latest Category B management requirements, there will no longer be isolation measures for people infected with the new coronavirus, nor will close contacts be determined, nor will high and low risk areas be delineated.
Of course, the main highlight of this policy adjustment is that quarantine infectious disease management measures will no longer be adopted for inbound personnel and goods. Generally speaking, in the past, a 48-hour nucleic acid test report was required. In the future, people coming to China will only need to have a 48-hour nucleic acid test before departure. If they are negative, they can come to China. As long as the nucleic acid test is negative 48 hours after entry, there is no need to quarantine.
generally has this much content, but it feels like the epidemic prevention and control policies have been completely liberalized. In the future, it will be more convenient for mainland China to travel overseas, and there will not be so many cumbersome procedures for foreigners to come to China. Our policies have basically returned to the situation before the epidemic, that is, before 2019.
These changes are actually similar to what we expected before. According to my opinion, everything that should be liberalized will be liberalized before the Spring Festival this year. Especially Beijing’s recovery after experiencing the shock wave this time may have given the country confidence in opening up. After all, time waits for no one. The earlier the opening up measures are implemented, the more proactive it will be for the national economy. We really can’t afford to wait. What is the impact of
on the stock market? I think it is mainly reflected in the following two aspects:
1. The relaxation of epidemic prevention and control policies is definitely a good thing, but it may not be able to truly and completely reflect this effect on the market. After all, our market has always seen more situations where the benefits are realized. It is estimated that the more tourism today, the more relaxed epidemic control will be affected. In these profitable industries, it is estimated that the situation of opening high and going low will be more obvious, and may even go low without opening high. You must be mentally prepared for this;
Second, the index is also the same. It not only depends on the situation in the first hour of opening, but also opens high in the first hour. If you choose , don’t be too happy. The main thing is to see if you can hold on until the closing time at 15:00. Only then will the market understand the real benefits. Therefore, generally speaking, when major news occurs, the market trend will be relatively volatile, and it is not suitable to move around. Waiting and watching is better than not waiting and watching;
3. Complete liberalization In fact, there will still be shock waves. I read relevant documents saying that medical institutions at or above the county level should dynamically prepare traditional Chinese medicines related to new coronavirus infection based on daily usage for three months, and grassroots medical and health institution personnel should dynamically prepare relevant traditional Chinese medicines based on 15% to 20% of the service population. This shows that even if medicines are liberalized, there will still be benefits, so medicine in the stock market is still worthy of attention.
In short, today’s market performance will not operate according to everyone’s interpretation of the benefits. Instead, it is better to avoid industries that benefit from liberalization and wait for the sentiment to return to normal before determining the trend.
Disclaimer: The content in this article is for reference only and does not constitute any operational advice or tips. The stock market is risky, so please invest with caution!
