Crazy tide of price increase! Many shares surged by 20%, and the track of A-shares suddenly became popular!

Securities Times E Company

2024-04-25 16:29Published on the official account of "E Company" under Guangdong Securities Times

Today, A-shares fluctuated slightly, the main board market as a whole rose slightly, and the ChiNext and Science and Technology Innovation Board adjusted slightly.

Affected by the disclosure of annual reports and quarterly reports, investors are obviously not willing to trade in order to avoid performance landmines, and the transaction volume in the two cities shrank again to 777.9 billion yuan, a new low in the past three months. On the disk, chemicals, titanium, medicine, warehousing and logistics and other sectors were among the top gainers, while communication equipment, media and entertainment, aviation, humanoid robots and other sectors were among the top decliners.

In terms of capital, Wind real-time monitoring data shows that the two industries of basic chemical industry and pharmaceutical biology have received a net inflow of more than 2 billion yuan of main funds today, and banks, power equipment, electronics, and transportation have received a net inflow of more than 1 billion yuan. The net outflow of the main funds of the national defense industry and computer industry exceeded 1 billion yuan.

For the market outlook, Chinese and foreign institutions are very optimistic. Founder Securities believes that the policy is left and right, and the capital determines the height. Under the trend of market liquidity still remaining abundant, and under the guidance of the new "national nine" policy, as the disclosure of the annual report and the first quarterly report is coming to an end, the market risk appetite has been re-enhanced, and the structure has been fully adjusted in April, and the market is worth looking forward to in May and June.

Goldman Sachs said that the valuations of A-shares and Hong Kong stocks are attractive at this stage. International investors' sentiment and risk appetite for Chinese equities have improved, benefiting from the macroeconomic performance in the first quarter, the supporting role of major funds in the stock market, and the better-than-expected financial performance of listed companies in the fourth quarter. As the cash dividends, share buybacks, corporate governance, domestic and foreign institutions and long-term capital participation of listed companies continue to be on par with those of mature international markets, the A-share market may have about 20% or even 40% upside potential.

In terms of hot spots, pharmaceutical stocks strengthened as a whole, among which the concept of weight loss drugs led the rise, and the sector index opened high and rose 2.16%, rising for the fourth consecutive day.

Changshan Pharmaceutical only opened at a price 1 cent lower than the price limit, and quickly sealed the plate by 20cm, and Haofan Biology, Aurisco and other intraday movements also showed abnormal upward trends.

Yesterday evening, Changshan Pharmaceutical announced that the marketing authorization application for ebenatid injection submitted by Changshan Kaijiejian, a holding subsidiary of the company, was accepted by the State Food and Drug Administration. The proposed indication is to improve glycemic control in patients with type 2 diabetes.

In addition, generic drugs, vitamins, innovative drugs, assisted reproduction and other sectors also rose to the top, and Berry Gene, Kanghong Pharmaceutical, etc.

BOCOM International pointed out that it is optimistic about the long-term development prospects of the innovative drug industry, and will continue to be the first to launch innovative pharmaceutical companies with differentiated products, international layout, rich and blockbuster data readouts during the year, and important regulatory approval catalysts, including Akeso Biopharma and Simcere Pharmaceutical. Entering the second quarter, it is recommended to pay attention to the annual reports of A-share and U.S. pharmaceutical companies, the performance of the first quarter, and the data readout of important academic conferences.

Chemical stocks set off a tide of daily limits today, Huiyun Titanium Industry, Nanjing Julong, Renxin New Materials and other shares of the 20% straight line limit; Asia-Pacific is actually a word limit, the fourth consecutive day of the board; Lubei Chemical, Shilong Industry, Liuguo Chemical, Huifeng shares and other nearly 20 shares of the daily limit or rose more than 10%.

Haitong International said that since 2024, more refineries and midstream and downstream chemical factories have entered a state of maintenance, which will have a certain impact on the supply of related chemicals. At the same time, with the continuous improvement of PMI and the replenishment of industrial enterprises, the downstream demand for chemicals has increased. With the combined influence of supply and demand factors, there are certain investment opportunities in chemicals such as pure benzene and MTBE.

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