The problems faced by the pharmaceutical and medical sector are as follows:
The first point, the pharmaceutical and medical sector, is doing free fall, is still in a rapid downward trend, for the time being, there is no sign of stopping the decline and stabilizing.
The second point, the pharmaceutical and medical sector, since the second half of last year, has been falling more than once: sometimes, small falls; sometimes, big falls; sometimes, small rises. Up and down, can not form a hedge, the rate of decline far more than the speed of growth.
The third point, the pharmaceutical and medical sector, has withdrawn 30% to 40%, only one step away from the waist, is it still far away? Moreover, a 50% retracement may not necessarily be a no-drawdown.
The fourth point, the pharmaceutical and medical sector, completely deteriorated, has officially entered a vicious circle: a large number of basic people redeemed, fund managers are forced to throw chips, withdraw funds, and cope with the redemption pressure of basic people.
Fifth, the suppression of the policy side, like a "tight curse" on the head of the medical sector, will not be completely lifted for a while and a half. The main reason: conflicts with the interests of people's livelihood and the interests of the upper echelons, the contradictions are difficult to resolve, and a new balance is reached: the rebalancing of interests between the people's livelihood, pharmaceutical factories, hospitals, and the upper echelons.
Sixth, the pharmaceutical and medical sector, there is no eye-catching performance support at all, there is no new market expectations at all, these two are not, it is impossible to reverse the decline and decline of the industry.
Seventh, domestic institutions and major fund managers have different opinions on the valuation of the pharmaceutical and medical sector, and they cannot form a consensus and can no longer be favored and inflowed by large funds.
Eighth, the pharmaceutical and medical sector, there are too many ordinary investors, the losses are too serious or deeply trapped, there are too many unstable chips, a rebound, it is easy to cause the chips to loosen, the profit disk escapes, and the strength and height of the rebound cannot be formed.
Now, the pharmaceutical and medical sector has undoubtedly become the A-share market, ordinary investors, the hardest hit area with serious losses or deep entrapment, and accidentally become the first loss rate. The second hardest hit area, the second loss rate, is about to appear, that is: the new energy sector.
