Just now, three important news broke out in A shares, and a big bearish on the periphery stimulated the rise of the A-share sector, what is the reason? An important concept also ushered in crucial good news

Just now, three important news broke out in A shares, and a big bearish on the periphery stimulated the rise of the A-share sector, what is the reason? An important concept has also ushered in crucial good news, and this year it has been stable all year! Do you all have them? How to see? Today here to solemnly give you a comprehensive sharing:

The first important news: The National Medical Insurance Bureau: This year, we will further expand the scope of collection and collection of proprietary Chinese medicines

Chen Jinfu, deputy director of the National Medical Security Bureau, introduced at the meeting that speeding up and expanding the scope is the proper meaning of normalization and institutionalization. This year, the National Medical Insurance Bureau will guide local governments to promote the detection of large varieties and common diseases according to clinical needs, and strive to achieve more than 100 provincial-level collection varieties in each province, and high-value medical consumables can cover 5 varieties. This year, in accordance with the principle of "one product, one policy", the variety of consumables with many feedback from the masses and large price adjustment space will be carried out to carry out centralized procurement of high-value medical consumables, and this year we are ready to carry out centralized procurement of orthopedic spine consumables. In this area, further exploration in other areas. Including proprietary Chinese medicines, on the basis of the alliance procurement that has been organized in some provinces last year, the scope should be further expanded in an orderly manner this year.

Personal view: The pharmaceutical sector broke out at the end of last year, and now it is in a period of silence, in fact, from the perspective of economic attributes, medicine belongs to the stable long-term value type. Therefore, the biomedical sector has always been favored by long-term capital, and the famous Gülen is the leader. As a stable variety in the market, it actually reflects the value of time. Biomedical proprietary Chinese medicine is our country's unique advantage, and after thousands of years of testing, so now expanding the collection of proprietary Chinese medicines is to stimulate the production and research and development of proprietary Chinese medicine enterprises, which is beneficial to biomedical proprietary Chinese medicines.

The second important news: Beijing: Actively promote the pilot project of legal digital currency in the sub-center of the city and explore the construction of digital asset trading venues

The "Implementation Plan on Promoting the High-quality Development of Beijing's Urban Sub-Center" was announced today. The plan proposes to attract financial institutions and large technology enterprises to set up financial technology companies in the sub-center of the city, and support financial institutions and enterprises to carry out financial technology innovation activities in accordance with laws and regulations. Construct a legal digital currency pilot zone and a digital financial system, actively promote the pilot of legal digital currency in urban sub-centers, actively attract large banks and other digital yuan operating entities in accordance with the law, attract qualified banks to participate in direct banking pilots, and explore the construction of digital asset trading venues. Build a joint laboratory for financial risk monitoring, early warning and regulatory innovation in the sub-center of Beijing to effectively prevent and resolve financial risks.

Personal opinion: In fact, the most important sentence here is to build a digital asset trading place, we all know that once the currency is circulated, the faster the value will be reflected. Digital currency to quickly form an impact, transaction circulation is essential, we look at Dogecoin, Bitcoin These are because of the rapid development of transaction circulation. I have also said before that the digital economy will be one of the main investment routes in 2022, and now is the opportunity to continue to increase him, and once the exchange is online, it will usher in a peak of development.

Third important news: Indonesia suspended the operation of more than 1,000 miners

According to foreign media reports, a document released by the Mining and Coal Bureau under the Indonesian Ministry of Mines shows that Indonesia has suspended the operation of more than 1,000 miners' mines (tin mines, etc.) due to the failure to submit a work plan for 2022. Sony Heru Prasetyo, an official at the Bureau of Mines and Coal, confirmed the document on Friday and said the companies had received warnings before the temporary moratorium was imposed, but still had not submitted plans for 2022.

Personal view: Today's cyclical plate trend is not bad, behind the one hand is the global resumption of work and production, the demand for raw materials increased, and now the supply side of the production capacity is reduced, so the price in the market has been raised trend, so the cyclical plate rose in response. In the context of the recovery of the economy with the global infrastructure boom, the cyclical plate will usher in a climax, so it is worth our study.

Summary: Today's A-share rally after the end of the festival has a pullback, of which the ChiNext board has a larger pullback. From the perspective of the disk, Ningde + Moutai suppressed the market, and it was found that the big financial "Ping An, China Merchants Bank, CITIC" went up all the way, which means that there is no big risk in A shares. Today's adjustment is also expected by everyone, the short-term adjustment of the market will continue, and next week is expected to be first suppressed and then raised, so it is an opportunity to go down.

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