On October 14, the three major A-share indexes collectively opened higher, the Shanghai Composite Index opened 0.62% higher, the Shenzhen Component Index opened 0.89% higher, and the ChiNext Index opened 1.24% higher.
The medical device sector led the gains, with New Industries, Antu Bio’s daily limit, Pumen Technology, Dirui Medical, Mike Bio, and Yahuilong, up more than 10%.
In the news, the draft for the collective collection of biochemical reagents for liver function in 22 provinces led by Jiangxi came out, and it is expected that the pressure of subsequent IVD collection will be better than market expectations. Sun Piaoyang, chairman of the pharmaceutical company, and Wang Weidong, deputy to the National People’s Congress and chairman of Rongchang Biopharmaceuticals, responded to the proposal on “negotiating drug renewal”. Proposed new indications can be easily renewed without renegotiation.
The shipping sector opened stronger, led by China Merchants South Oil, followed by COSCO SHIPPING Energy, China Merchants Steamship, COSCO SHIPPING, Xingtong, and SIPG.
The express logistics sector fluctuated and rose, with Debon, SF Holding, Shentong Express, and Yunda among the top gainers.
In the news, on the 13th, SF Holding announced that the net profit in the first three quarters is expected to be 4.42 billion yuan to 4.57 billion yuan, a year-on-year increase of 146%-154%, and the third quarter net profit is expected to increase by 84%-99% year-on-year.
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The education sector continued to rise sharply, with Zhonggong Education and Borui Broadcasting at the daily limit, Kaiwen Education, Doushen Education, Chuanzhi Education, Onli Education, and Xueda Education, up more than 5%.
The pharmaceutical and medical sector has set a daily limit. Dirui Medical, Haooubo, Xinmai Medical, New Industries, and Pumen Technology have a 20CM daily limit. Nearly 20 collective stocks such as Hengrui Medicine, Changchun High-tech, Baihua Medicine, Sihuan Bio, Dabo Medical, etc. After closing the board, more than ten stocks including Kanglong Chemical, Mike Bio, Changhong Technology, and Wanfu Bio rose more than 10%.
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Founder Securities Research Report believes that the current biopharmaceutical valuation is cost-effective. In the short term, it is recommended to pay attention to the following sub-tracks and individual stocks with high performance in the third quarter or expected to exceed expectations: 1) In the equipment sector, it is recommended to pay attention to medical equipment and IVD chemiluminescence ;2) It is recommended to focus on chain pharmacies, and the performance is expected to grow steadily; 3) The traditional Chinese medicine sector recommends to focus on traditional Chinese medicine formula granules and brand OTC; 4) Innovative drugs focus on the commercialization of key products; 5) APIs focus on lower raw material costs and gross profit margins 6) Focus on the bottom of biological products & vaccine valuations, and stocks with higher performance.
Near noon, the ChiNext Index rose by more than 3%, several pharmaceutical heavyweights rose by more than 10%, Kanglong Chemical rose by more than 15%, Mindray Medical rose by more than 11%, and more than 4,400 stocks rose in the two cities.
At the noon break, the Shanghai Composite Index rose 1.57%, the Shenzhen Component Index rose 2.12%, and the ChiNext Index rose 2.58%; pharmaceutical stocks broke out collectively, with medical equipment and new crown testing sectors leading the gains, while agriculture and communications sectors led the decline.
Medical device stocks continued to rise in the afternoon, and the sector index rose nearly 10%. More than 40 stocks including Nanwei Medical, Kaili Medical, Xinmai Medical, Mindray Medical, Shangrong Medical, and Dabo Medical had daily limit or increased by more than 10%.
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The photovoltaic sector fluctuated and strengthened in the afternoon, with LONGi Green Energy hitting the daily limit, Huangshi Group, Oujing Technology, Suwen Electric Power, Wankai New Materials, etc.
In the news, recently, photovoltaic companies have disclosed performance forecasts, and the first three quarters of the performance have been predictable. LONGi Green Energy announced on the 13th that, according to preliminary calculations, from January to September, the company expects operating income to be between 86.4 billion yuan and 87.4 billion yuan, a year-on-year increase of 54%-56%; the estimated net profit is 10.6 billion yuan to 11.2 billion yuan. Between, an increase of 40%-48% year-on-year.
According to Securities Daily, analysts said that looking forward to the fourth quarter, with the gradual release of silicon material production capacity and the advent of the peak of photovoltaic installations, the high prosperity of the industry is expected to continue.
The index strengthened in the afternoon. The ChiNext Index rose by more than 4% during the session, the Shanghai Composite Index rose by more than 2%, and the Shenzhen Component Index rose by more than 3%. The medical and medical sector staged a daily limit, with more than 4,500 individual stocks rising in the two cities, and more than 60 stocks rising by more than 11%.
As of the close, the Shanghai Composite Index rose 1.84%, the Shenzhen Component Index rose 2.81%, and the ChiNext Index rose 3.55%; northbound funds bought a net 7.472 billion yuan; more than 4,500 stocks in the two cities rose, and more than 100 stocks rose by the daily limit.
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