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As we said earlier, there are two sides to the matter!
Last weekend, the market sentiment was not good, but Monday night ushered in six major positives, see "Six Positive Surprises!" Many places "number one" put forward the latest requirements, Haizhu District: promote the resumption of work and production! The China Securities Regulatory Commission made a move, and the two major stock kings faced a heavy blockbuster, and Pinduoduo soared." This morning, the market really began to soar, A-shares, Hong Kong stocks, Taiwan stock markets have all risen at a large level, and the yuan once pulled more than 800 points.
In this process, real estate stocks first led the first wave of counterattacks. Subsequently, the market once again appeared positive rumors about the optimization of epidemic prevention and control, Hong Kong stocks rose wildly, A-shares also followed in a big way, the originally weak real estate and finance continued to rise, and in the afternoon it drove small-cap stocks to go well, and the market was very strong. So, can this strength be sustained?
According to the National Health Commission on November 29, the comprehensive group of the joint prevention and control mechanism of the State Council to respond to the new coronavirus pneumonia epidemic has studied and formulated the "Work Plan for Strengthening the New Coronavirus Vaccination of the Elderly". The plan proposes to accelerate the vaccination rate of people over 80 years old and continue to increase the vaccination rate of people aged 60-79. After the close of the afternoon, the State Council held another press conference on the joint prevention and control mechanism, and issued five major signals, including "high-risk areas must not be arbitrarily expanded, and the scope of risk personnel must not be expanded through time and space", and "continue to increase the supervision of nucleic acid testing institutions".
In addition, according to CaiLian News, recently, the bivalent vaccine provided by Fosun Pharma has landed in Hong Kong and Macao SAR, China, and has obtained emergency use recognition and special license import approval from the health authorities of Hong Kong and Macao. In addition, some hospitals in Macao can also receive mainland tourists for self-funded vaccination, and it is reported that Macau University of Science and Technology Hospital has announced relevant arrangements for self-funded vaccination of mRNA vaccine Fubitai.
Carnival for Chinese assets
On Monday night, the market released six major positives, stimulated by this, today's Chinese assets ushered in a carnival. First, the renminbi soared by more than 800 points.
Foreign capital turned against net selling and frantically poured into the A-share market today.
The A-share market soared across the board, with major indexes rising by more than 2%, and real estate indexes once rising to the limit. Vanke, Ping An Bank and other sectors such as Liquor and Tourism also performed very well.
In fact, the Hong Kong stock market is even crazier, the Hang Seng Technology Index once plunged 6%, the Hang Seng Index and the State-owned Enterprises Index rose more than 4% and 5% respectively. Ping An, China Merchants Bank, Meituan, Alibaba, Bilibili and others rose more.
In fact, today's rally is mainly composed of three waves. The first wave was caused by the favorable real estate, and the real estate stocks pulled wildly in early trading, but it may be due to the favorable cashing, and then weakened; The second wave is the news of the sudden optimization of epidemic prevention and control in the market, Hong Kong stocks began to pull wildly, mainland liquor, tourism, aviation began to rise, the real estate that strengthened in the morning has closed the price limit, and some financial stocks have also risen sharply, directly bringing the entire market to a higher level; The third wave is optional actions, due to the spread of long sentiment, some funds began to penetrate into small and mid-cap stocks, driving CSI 1000 to strengthen.
So, can this strength be sustained? Objectively speaking, today's market-wide long sentiment has reversed the bearish trend across the market. Therefore, from this point of view, the bull space still exists. From the perspective of capital, the current market is not short of money. But on the other hand, the market's worries have not completely dissipated, so whether the demand for real estate will rise, how long will it take for the impact of the epidemic on the economy to dissipate, whether it will bring some secondary effects, and so on.
The National Health Commission issued five major signals
In fact, the market is still looking at the optimization of epidemic prevention and control in the short term. The National Health Commission issued five major signals today.
First of all, according to the National Health Commission on November 29, in order to further accelerate the promotion of new crown virus vaccination for the elderly and protect the life safety and health of the people, the comprehensive group of the joint prevention and control mechanism of the State Council to respond to the new coronavirus pneumonia epidemic has studied and formulated the "Work Plan for Strengthening New Coronavirus Vaccination for the Elderly". The plan proposes to accelerate the vaccination rate of people over 80 years old and continue to increase the vaccination rate of people aged 60-79.
Guo Yanhong, director of the Department of Medical Emergency of the National Health Commission, said that from the practice of clinical treatment of new crown pneumonia, people with severe disease tendencies include several aspects: First, the elderly. Older people over the age of 60 are at risk of severe illness after contracting the new coronavirus. Second, patients with underlying medical conditions. Third, the unvaccinated population. In the next step, we must strengthen the construction of designated hospitals, especially to improve the comprehensive treatment capacity and multidisciplinary diagnosis and treatment level, and improve the ability of severe treatment.
Secondly, at the press conference of the joint prevention and control mechanism of the State Council held today, Mi Feng, spokesman of the National Health Commission, said that at present, all localities are doing a solid job in epidemic prevention and control. It is necessary to do a good job in risk research and judgment according to the results of detection and flow adjustment, and accurately determine the risk area. Lockdown management should be quickly closed and solved to reduce the inconvenience caused to the masses due to the epidemic; It is necessary to scientifically classify and treat positive infections, properly admit and care for children, the elderly and patients with underlying diseases, and promote the early recovery of patients; It is necessary to continue to rectify the situation layer by layer, and respond and solve the reasonable demands of the masses in a timely manner; It is necessary to accelerate the promotion of new crown virus vaccination, especially the vaccination of the elderly. It is hoped that elderly friends will actively complete vaccination as soon as possible to protect their own health and their families.
Third, Cheng Youquan, director of the First Department of Supervision of the National Disease Control Administration, said at the press conference that the current national epidemic situation is generally showing a rapid development trend, the epidemic is widespread, there is a risk of large-scale rebound of the epidemic in some places, and some places are facing the most complex and severe situation in the three years of fighting the epidemic. Twenty optimization measures, each measure has sufficient scientific basis and evidence support, should adhere to the ninth edition, implement twenty articles, for some possible risk links, the comprehensive group of the joint prevention and control mechanism specially formulated nucleic acid testing, risk area delineation and control, home isolation medical observation, home health monitoring and other 4 technical documents, put forward preventive and response measures, as long as all localities are strictly in place, we can effectively reduce the risk of the epidemic.
Fourth, the National Health Commission responded to some areas to try residents' nucleic acid self-collection: from the practice of hundreds of cluster epidemics handled in various places, nucleic acid testing played a role in early detection of positives. At present, the epidemic situation in various places is severe and complex, the task of nucleic acid testing is heavy, and residents' self-collection of nucleic acid is a new exploration, but attention should be paid to standardization, effectiveness and safety. For routine nucleic acid testing, we strictly test qualification access and quality control, continuously optimize technical specifications, and focus on strengthening the supervision of testing institutions. In the next step, we will continue to strengthen supervision, and resolutely and seriously deal with acts such as issuing false test reports in accordance with laws and regulations, and will never tolerate them.
Fifth, Cheng Quanyou, director of the First Department of Supervision of the National Disease Control Administration, said that the long-term lockdown not only greatly affects the normal production and life order of the people, but also easily causes anxiety and causes difficulties in life, which must be corrected and avoided. To this end, all localities should further strengthen training on the standards for dividing high- and low-risk areas, organize the delineation and management of risk areas, and in principle, high-risk areas are generally designated by units and buildings, and must not be arbitrarily expanded.
In the case where the risk of epidemic transmission is not clear or there is extensive community transmission, the delineation of high-risk areas can be appropriately expanded, but it is necessary to pass nucleic acid screening and epidemic research and judgment in a timely manner, and quickly seal and solve it. The judgment of at-risk personnel should be based on on-site flow adjustment, and must not expand the scope through time and space, causing large-scale "accidental injury", and minimize the inconvenience caused to the public due to the epidemic. High-risk areas should not only be strictly controlled, so as to "stay at home", but also make every effort to do a good job in service guarantee to meet the basic living and medical needs of the masses. At the same time, do a good job in the guidance of lockdown, control and isolation personnel, increase the intensity of care and help for special groups such as the elderly, weak, sick, disabled, and pregnant, and solve the actual difficulties of the people.
Original title: Heavy! The National Health Commission issued five major signals, and Macao also came with good news! China's stock market rose sharply across the board, the cow is coming? The renminbi pulled 800 points
Source: Brokerage China