The traditional Chinese medicine sector rose 2.52%in the morning, and the two stocks rose!Institution: A -share investment logic is actively changing

Wen | Zhao Ziqiang

On July 8th, the three major stock indexes opened high, and the GEM index performed the weakest performance, and a slight decline appeared. As of 11:30 in the morning, the Shanghai Stock Exchange Index rose 0.17%to 3370.28 points; the increase of the Shenzhen Stock Exchange Index and the GEM index increased by 0.13%and -0.24%, respectively; The stock market rose more and less. Among the 4817 trading stocks, the stock rose to 3116. From the perspective of funds, on the morning of July 8, the net purchase amount of the northbound capital reached 269 million yuan. In terms of the two melands, as of July 7, the balance between the two and Shenzhen cities was 1624.957 billion yuan, an increase of 6.517 billion yuan from the previous trading day. Among them, the financing balance was 1527.69 billion yuan, an increase of 4.515 billion yuan from the previous trading day; the balance of margin margin was 97.267 billion yuan, an increase of 2.002 billion yuan from the previous trading day. Table: On July 7th, the two -level industry two -level industry integration transaction situation: watchmaking: Zhao Ziqiang's message, local time on July 7, 2022, the European stock market rose sharply, and the three major indexes of the US stocks rose across the board. 2.28%. In this regard, British Securities Li Daxiao said that the global financial market has fully expected the exaggerated eagle posture of the Federal Reserve. Among the high predictions of US $ 380, oil prices have fallen into the bear market. Copper prices are even more terrible. Inhibiting inflation, US stocks have obviously entered a big counterattack stage. The rise in the European and American stock markets is conducive to A shares. It is estimated that A -shares squatting action has also ended. The timing of re -jumping may mature. Regarding the trend of A shares, Qin Hong, a senior analyst at Jin Bailin Consulting, said that the investment logic of the A -share market is actively changing. First, the booster of investment confidence will bring more incremental funds into the market. Second, the simultaneous linkage of industrial prosperity and secondary market stock prices will make more funding recognition from looking for investment logic of strong stocks from industrial prosperity, and further strengthen the rise of these industrial stocks. Third, it is conducive to market participants to further find new potential investment opportunities from the current pattern of the export industry chain. After all, the global economic map is being restructured, and it is difficult for European energy issues to quickly find the answer. Therefore, not only the export of energy storage, photovoltaic, electric vehicles, maritime wind power and other products is strong, and some products such as chemical industry in Europe will also face competition in related similar products, such as MDI, rubber assistants and other fine chemical materials, vitamin A and other raw materials Medicine and other industries, so the strong trend of the current export industry chain will further strengthen the logic of investors to find strong industrial stocks, thereby promoting the continuation of a strong pattern of the A -share market. Goldman Sachs's latest research report is also optimistic about Chinese assets. Goldman Sachs believes that in the context of the US economy falling into the background, emerging markets may still decline 8%-15%. Driven by the improvement of macroeconomic indicators, the MSCI China index may be boosted. It is an excellent opportunity. In terms of Flush Industry, as of 11:30 on July 8th, 60 in the 76 industry rose, accounting for 78.95%. The Chinese medicine industry rose at the top of 2.52%. In addition, the increase in industries such as hotels and catering, other social services and black home appliances also exceeded 2%. From the perspective of the leading Chinese medicine industry, as of 11:30 on July 8th, 73 stocks in the industry trading rose, 7 stocks rose more than 5%, and 2 stocks rose daily limit. From the perspective of capital flow, the net inflow of funds in the Chinese medicine industry in the morning reached 315 million yuan, ranking 8th in various industries. Guohai Securities said that the prospects of Chinese medicine OTC are broad, the formula of formulating particles expands common diseases, and the main market share of the OTC market in the Chinese medicine OTC is large. OTC products have independent pricing capabilities, and the road raising road is smooth. With the continuous improvement of concentration, Chinese medicine companies listed on the head will have obvious advantages. At the same time, compared with Chinese medicine drinks, the formula particles have more standardized and convenient advantages. In recent years, rapid expansion has also been achieved, and the market size and industry penetration rate has continued to increase. The formal implementation of the formula national standard of formulas will be expected to further expand the industry space. In terms of targets, Soochow Securities recommends paying attention to Hongri Pharmaceuticals, Chinese Medicine, Tongrentang, Tai Chi Group, Sagli Pharmaceutical and so on.

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