On the morning of February 5th, at 65,438, the Shanghai Composite Index opened 0.82% higher, the Shenzhen Composite Index rose 0.65%, and the Growth Enterprise Market Index rose 0.33%.
Catering tourism, alcohol, cultural media, and brokerage firms were among the top gainers, while COVID-19 pharmaceuticals and COVID-19 testing concept stocks were active; Photovoltaic and gas themes have weakened.
The Hong Kong stock market ushered in a surge: the Hang Seng Index opened 2.93% higher, the Hang Seng Technology Index rose 4.79%, and the Hang Seng State-owned Enterprises Index rose 3.26%.
Technology, pharmaceutical e-commerce and new energy automobile stocks opened sharply higher, rising by nearly 15%, and Xpeng Motors rose by nearly 14%. Ping An Good Doctor, Ali Health and JD Health rose collectively.
Look at the details-
The "bull market flag bearer" led the gains.
Minmetals capital soared to the daily limit.
At 65438 in the morning of February 5, the non-bank financial sector rose all the way. Minmetals' capital, power production and financing rose rapidly, while Guolian Securities hit a daily limit, with GF Securities leading the gains.
The power of "Three Arrows" continues.
The real estate industry continues to be active.
On the morning of February 5, 65438, the real estate market continued. Sunshine Co., Ltd. had 3 boards on the 5th and Shenzhen Stock Exchange Ye Zhen A6 had 5 boards on the 5th, attracting investment, and Shahe Co., Ltd. and other stocks opened at the limit.
Recently, real estate financial support policies have been implemented intensively. The "first arrow" is that the six major state-owned banks implement the "Finance 16 Document" and provide trillions of credit lines to high-quality housing enterprises; The "second arrow" is to support private housing enterprises to issue bonds for financing, with an estimated quota of 250 billion yuan; The "third arrow" is to restart the equity financing of housing enterprises.
According to the research report of Galaxy Securities, in just 20 days, the "three arrows in one" on the policy side strongly supported the bottom, with a strong signal meaning, which greatly boosted the confidence of all parties. The policy provides financial support for housing enterprises from multiple angles and channels. Supply-side financial support will effectively reduce the number of future outbreaks of housing enterprises and avoid the spread of debt risks of housing enterprises. It is expected that real estate enterprises with stable operation but short-term liquidity shortage due to tight industry funds will take the lead in extricating themselves from difficulties and usher in credit repair.
In addition, the number of listed companies that have launched refinancing plans is gradually increasing. Shenzhen Stock Exchange announced at 65438 on February 5th that China Merchants Shekou Industrial Zone Holdings Co., Ltd. plans to issue shares to purchase assets and raise matching funds. According to the relevant regulations, upon the application of the company, the company's shares were temporarily suspended from the opening of the market at 65438 on February 5, 2022, and resumed trading after the company disclosed relevant announcements through the designated media.
In terms of real estate bonds, many Xuhui bonds rose sharply, hitting a temporary suspension in intraday trading.
Pharmaceutical stocks opened actively.
Anti-virus direction is leading all the way.
On February 5, 65438, the pharmaceutical sector actively opened, and anti-virus led the gains. Guizhou Bailing and Changjiang healthy daily limit, while Northeast Pharmaceutical, Hendi Pharmaceutical and Fengyuan Pharmaceutical all opened sharply higher.
On the evening of February 4th, 65438, Changjiang Health announced that Changjiang Pharmaceutical Investment, a wholly-owned subsidiary, acquired 58% equity of Suzhou He Jiang Pharmaceutical Co., Ltd. held by Runzhigang International Trade Co., Ltd. in Zhangjiagang Free Trade Zone with its own funds of 39.44 million yuan. After the completion of this investment, He Jiang Pharmaceutical has become a holding subsidiary of Changjiang Pharmaceutical Investment.
Changjiang Health said that through this transaction, Changjiang Health may increase new varieties of antiviral drugs in the future, which will help enrich and improve the company's product structure, expand product coverage and further enhance the company's comprehensive competitiveness.
In addition, recently, the medical journal Physician Online published a research paper "Clinical Study on the Efficacy and Safety of Keshuting Syrup in Treating Mild Infection of Omicron Variant in novel coronavirus" which was completed by Lingyun et al.
The content of the paper shows that Guizhou Bailing's exclusive Miao medicine "Kesuting Syrup" can improve the upper respiratory symptoms of patients with mild infection of Omicron variant in novel coronavirus, which is beneficial to the recovery of infected diseases in COVID-19, and has good safety. It can be used as one of the choices for treating COVID-19 with traditional Chinese medicine.
Pharmaceutical business concept stocks rose rapidly, with Christie's five days and four boards, while medical Tesco, Shuyu civilian and Li Si Medical rose by over 5%.
Photovoltaic and energy storage are lower.
In the early morning of February 5th, 65438, the photovoltaic and energy storage sectors opened lower, while Jinlang Technology and Sunshine Power both fell by more than 8%.
Over the weekend, there were market rumors that Sunshine Power significantly reduced the shipping guidelines, reducing the domestic energy storage shipments from 6,543,800+sets to 60,000 sets in 2022, and from 500,000 sets to 300,000-350,000 sets in 2023.