China Fund News Taylor
On the first trading day of A-share 2022, the index went a little ugly, the fund's heavy stocks were falling sharply, the Shanghai Securities and Shenzhen Index barely held up, while the ChiNext board was diving, falling more than 2%. "Fund" is once again on the Weibo hot search list.
However, although the overall performance of the broader market is not good, in fact, the number of rising stocks is far more than the falling stocks, and more than 70% of the stocks are red.
In general, the Shanghai index opened slightly higher, the intraday shock probed, and the afternoon decline narrowed; the Shenzhen index fell more than 1% in the morning and rebounded in the afternoon; the ChiNext index explored the weak shock of the whole day, falling by more than 2%; the turnover of the two cities was significantly enlarged, with a full-day turnover of more than 1.25 trillion yuan; the northbound capital once net sold more than 2 billion yuan, and turned into a small net purchase in the afternoon.
As of the close, the Shanghai index fell 0.2% to 3632.33 points, the Shenzhen component index fell 0.44% to 14791.31 points; the ChiNext index fell 2.18% to 3250.16 points; the two cities traded a total of 1266.4 billion yuan, and the northbound funds bought a net of 460 million yuan.
Track stocks plummeted
CRO, lithium battery, photovoltaic and other declines in the front, WuXi App App Limited intraday approaching the drop stop, Cataline Era fell more than 3%.
The Western medicine sector plunged
Chinese medicine skyrocketed
In the weak market, Chinese medicine stocks have flourished and collectively soared.
Policy, on December 31, 2021, the National Medical Security Bureau and the State Administration of Traditional Chinese Medicine issued guidance on medical insurance to support the inheritance and innovation of traditional Chinese medicine. The Opinions point out that eligible TCM medical institutions will be included in the medical insurance fixed points, including the timely inclusion of qualified TCM (including integrated Chinese and Western medicine, ethnic minority medicine, the same below) medical institutions, Chinese medicine retail pharmacies, etc. into the management of medical insurance fixed point agreements. According to regulations, the grass-roots medical and health institutions and rehabilitation hospitals, hospice care centers, nursing homes and TCM medical institutions in the nursing homes that meet the conditions are included in the medical insurance fixed-point management; the qualified designated TCM medical institutions are timely included in the scope of direct settlement of off-site medical treatment to enhance the regional radiation of TCM medical institutions; the designated TCM medical institutions that carry out Internet diagnosis and treatment are provided by the "Internet +" after signing a supplementary agreement with the coordinating regional medical insurance agency in accordance with the regulations. Traditional Chinese medicine services are included in the scope of medical insurance payment.
CITIC Securities shot
The futures company fell to a halt
On January 3, the non-bank team of CITIC Securities gave Yongan Futures a "sell" rating, which is also the first "sell" rating in the history of Yongan Futures.
CITIC Securities said that the company's valuation is not cheap; from the next year, the target price for the next year corresponds to the target price in January 2023, meeting the starting point of the medium- and long-term valuation logic. At present, the company's outstanding shares are 145 million shares, the circulation plate is relatively small, the characteristics of the new shares in the short term are obvious, December 23, 2022 is 530 million shares in circulation, the circulation plate will be greatly expanded, it is expected that the company's valuation will become rational in the next year, the company's stock price will fall more than 10% relative to the market, in line with our "sell" rating standards, the first coverage to give a "sell" rating, the valuation ceiling corresponding to the target price per share is 22 yuan.
Based on the lower valuation limit of CITIC Securities of 22.5 billion yuan, compared with the current market value of About 50 billion yuan of Yongan Futures, it has been discounted by more than 50%.
CITIC Securities said that since 2018, the market share of Yongan Futures' brokerage business has generally been in a downward trend. Among them, the market share of the firm in the previous period fell from 2.3% in 2018 to 1.4% in the first half of 2021; the market share in Zhengshang dropped from 2.4% in 2018 to 1.7% in the first half of 2021; the market share in Dashang dropped from 3.0% in 2018 to 1.8% in the first half of 2021; and the market share in CICC fell from 2.2% in 2018 to 1.85% in the first half of 2021. At the same time, the overall level of the company's commission rate is also facing greater pressure, and the downward trend is consistent with the industry, but the absolute level is significantly lower than that of the same industry.
More than 1 million cases were confirmed in one day!
The United States new crown hit the watch
Bloomberg in the United States has just reported a "terrible news": on January 3, local time in the United States, more than one million new confirmed cases of new crown. Bloomberg said the figure set a new global record for new one-day additions.
Screenshot of Bloomberg's report
The number of new cases in a single day on January 3 was almost double that of the new record (590,000) just set four days ago.
Bloomberg said that while the United States is releasing this staggering figure, many Americans are still relying on tests they conduct at home, and these test results are not reported to official government agencies. That means the new record must be grossly undervalued.
The latest statistics released by Johns Hopkins University in the United States show that as of 13:30 Beijing time on January 4, the number of confirmed cases of new crown in the United States exceeded 56 million, reaching 56190946, and the number of deaths exceeded 820,000.
The spread of the epidemic at the community level in Xi'an has been controlled
On the afternoon of January 4, 2022, the Information Office of the People's Government of Shaanxi Province held a press conference on the prevention and control of the new crown pneumonia epidemic in Shaanxi Province.
The reporter learned from the press conference that at 0-24:00 on January 3, Shaanxi reported 95 new locally confirmed cases, all in Xi'an City. Since December 9, 2021, Shaanxi Province has reported a cumulative total of 1,785 confirmed cases, including 1,758 cases in Xi'an, 13 cases in Xianyang, 13 cases in Yan'an, and 1 case in Weinan.
After several rounds of large-scale nucleic acid testing and 12 days of strict social control, after reporting more than 150 cases in a single day for 7 consecutive days, Xi'an added 122 new cases on January 1, 90 new cases on January 2, and 95 new cases on January 3. With the further implementation of control measures, the proportion of cases from centralized isolation personnel has gradually increased, the proportion of cases detected at the social level has gradually decreased, the overall trend of the epidemic has shown a downward trend, and the results of prevention and control in the early stage have emerged, but they are still in the tough period of prevention and control work. Weinan City has had no new cases for 9 consecutive days, and the epidemic situation has been basically controlled; the new cases in Yan'an and Xianyang in recent days are all close contacts in centralized isolation, and the risk is generally controllable, but the possibility of sporadic sporadic sporadicity is not ruled out.
It was learned from the press conference that a total of 274 cases of households in Xi'an Urban Village were confirmed, involving 39 villages, and there were multiple cluster outbreak points in urban villages such as Dongwoli Village, Shajing Village, and Nanxiaozhang Village, of which 100 cases were confirmed in Panjiazhuang Village. Because these cases lived in densely populated urban villages before they were diagnosed, they involved a large number of close contacts, forming a more complex transmission and requiring more people to be transferred to isolation points.
At present, the situation of frequent social problems in urban villages has also been initially controlled, and the epidemic prevention and control in Shaanxi Province has entered the general offensive stage of attacking and pulling out villages to promote the elimination of social aspects, and urban villages, colleges and universities are still the focus of the general attack task.
One confirmed case was found in Taikang, Henan
1 asymptomatic infected person
Notice of the Taikang County COVID-19 Epidemic Prevention and Control Headquarters on the Implementation of Classified Management of Some Areas in Taikang County
Our county found 1 confirmed case and 1 asymptomatic infected person in the nucleic acid test of the new crown pneumonia epidemic. In order to effectively protect the life safety and physical health of the people in the county and quickly and effectively block the spread, in accordance with relevant laws and regulations and relevant provisions on epidemic prevention and control, after comprehensive research and judgment by the expert group, the following notice on the implementation of classified management in the relevant areas of Taikang County is hereby announced:
1. Implement sealing and control area management for the following areas
Chengguan Hui Town North Street Community.
All personnel in the sealing and control area implement the management measures of "regional closure, staying at home, and providing door-to-door service", and conduct nucleic acid testing in accordance with relevant provisions on epidemic prevention and control.
2. Implement control zone management for the following areas
Taikang No.3 Middle School, Chengguan Town Experimental Primary School, Maozhuang Town Wang Longji Parking Lot, Century New Town.
All personnel in the control area implement the management measures of "people not leaving the area and strictly prohibit gathering", and conduct nucleic acid testing and health monitoring in accordance with relevant regulations on epidemic prevention and control. Every 2 days, each household in the control area can arrange for 1 person to purchase daily necessities at a designated place in the community (village) under the premise of strict personal protection.
3. Other areas of Taikang County are preventive areas
Fourth, the control and service of the sealing and control areas and the control areas should strictly implement the territorial responsibilities and industry supervision responsibilities, do a good job in the life security, emotional comfort and psychological counseling of the people in the jurisdiction, and pay attention to solving the special needs of the disabled, the elderly living alone, going out for medical treatment and other groups.
V. Residents in the sealing and control areas, control areas, and prevention areas should consciously implement the above control measures, actively cooperate with nucleic acid testing, health monitoring, and other work, and must not go out without authorization to avoid the risk of the spread of the epidemic.
6. All gathering activities in the jurisdiction of Taikang County were suspended, and enterprises and institutions advocated online office and suspended dine-in. Personnel within the jurisdiction of Taikang County who do not need to leave the tai, and if they really need to leave the tai, must hold a negative nucleic acid test certificate within 48 hours.
The above measures will be dynamically adjusted according to the nucleic acid detection situation and the results of the epidemic risk assessment. During the period of sealing, control and management, I hope that everyone will understand, support and cooperate with the inconvenience caused by travel and daily life.
This Notice shall be implemented as of the date of issuance.
Kindle or exit the Chinese market, Amazon responded
On January 4, "kindle" appeared on Weibo hot search, and some netizens broke the news that the domestic "Kindle" was abnormal, and the Kindle products of the official self-operated store were out of stock in a large area, believing that this was a signal that Amazon's e-book business was going to withdraw from the country.
After the inquiry, it was found that there were indeed many styles of kindle readers that were out of stock, and only some of the basic kindle readers were in stock.
Amazon said: We are committed to serving Chinese consumers. Consumers can purchase Kindle devices through third-party online and offline retailers. The high-quality customer service and warranty services provided by Amazon will not change. The Kindle e-book reader is popular with consumers, and some models are currently sold out in the Chinese market.
The verdict of the protagonist of the blood-dripping gold scam is out
Female version of Jobs Fraud
On January 3, local time, a jury convicted four of the 11 counts facing Elizabeth Holmes, founder of the blood testing company Theranos. Previously, the company had claimed that it could quickly detect whether a person had cancer, diabetes and other diseases by collecting several drops of blood from the fingertips, which was considered to have "set off a revolution in disease diagnosis."
According to the Wall Street Journal reported on the 3rd, according to the indictment, Holmes was charged with nine counts of telecommunications fraud and two counts of conspiracy to commit telecommunications fraud, of which 4 were convicted and 4 were not convicted. For the other three charges, a verdict has not yet been made due to the difficulty of the jury reaching a consensus on that day. Prosecutors could choose to conduct new trials in the future for unsolved charges.
Theranos Inc., a Silicon Valley blood testing startup founded by Holmes. It was once famous, valued at $9 billion, but was eventually identified as a scam and went out of business. Elizabeth Holmes was once known as the "female version of Jobs", but when the scam was exposed, everyone found out that she was only the American version of Jia Yueting.
After the verdict, Holmes walked out of the courthouse to the Marriott Hotel, a block away, without answering any questions posed by the media along the way. Holmes' lawyers declined to comment.
Holmes rose to fame because she claimed that Theranos' small devices could perform hundreds of diagnostic tests faster, more accurately, and cheaper than traditional large machines, boasting that it would revolutionize health care.
One selling point she advertises is that Theranos' analytical instruments can produce test results from just a drop of blood. Holmes mentions her own fear of needles as the inspiration for inventing the technique.
By 2015, Forbes named Holmes the youngest self-made female billionaire to be featured on the magazine's cover. But that same year, the Wall Street Journal published a report exposing Theranos' technical flaws and prompted regulators to conclude the following year that the instruments posed a threat to the patients' health.
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