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港股早知道︱纳斯达克金龙指数上周累涨超22%;三家锂企接连停产

Hong Kong stocks knew for a long time | the NASDAQ Golden Dragon Index rose more than 22% last week; three lithium companies stopped production one after another.

Zhitong Finance ·  Dec 5, 2022 08:58

Jinri Toutiao

Expert on Joint Prevention and Control Mechanism of the State Council: there are sufficient reserves of drugs for the treatment of respiratory tract infection in China.

Wang Guiqiang, a member of the medical treatment expert group of the joint prevention and control mechanism of the State Council, said that China has a sufficient reserve of drugs for the treatment of respiratory tract infections. You can store some daily antipyretic and analgesic drugs at home, but there is no need to snap up and hoard them. After nearly three years of anti-epidemic, China's medical and health and disease control system has withstood the test. At present, the pathogenicity of Omicron virus is weakening. In case of infection with the Omicron mutant, some people will have symptoms such as fever, cough and sore throat. Use some symptomatic supporting drugs, including traditional Chinese medicine. For severe and high-risk people, if you use the approved small molecule drug for the treatment of COVID-19, you should follow the doctor's instructions.

The Guangdong Provincial Drug Administration released a message on the 3rd that the online spread of drug hoarding guidelines is unscientific. Members of the public can buy a small amount of short-term, daily urgent backup drugs, and should avoid long-term irrational drug hoarding. There is an ample supply of cold drugs in Guangdong Province. recently, wholesale enterprises in the province have distributed 3.6 million unit boxes of cold drugs to 55000 retail pharmacies in the province, exceeding the explosive maximum demand in recent days. And this short-term explosive growth momentum is not sustainable, the current 180% of sales growth is mainly to buy spare, not real demand. All drugs are valid, and citizens should buy drugs scientifically and rationally according to demand.

General trend prospect

The NASDAQ Golden Dragon Index rose more than 22% last week.

U.S. stocks closed Friday, with the Dow up 34.87 points, or 0.10%, at 34429.88; the Nasdaq was down 20.95, or 0.18%, at 11461.50; and the S & P 500 was down 4.87, or 0.12%, at 4071.70. Hot Chinese stocks outperformed the market, with the Nasdaq China Golden Dragon Index hitting an intraday high since September and closing up more than 5%. The Dow is up 0.24% last week, the Nasdaq is up 2.09%, and the S & P 500 is up 1.13%. The Nasdaq Golden Dragon Index rose more than 22% last week, its biggest weekly gain since mid-March. The ADR index of Hong Kong stocks rose to close at 19080 on a pro rata basis, up 404.80 points or 2.12% from the close in Hong Kong.

Hot spot prospect

World Health Organization (WHO): it is not time to announce the end of the emergency phase of COVID-19 's pandemic.

World Health Organization (WHO) estimates that at least 90 per cent of the world's population has some immunity to novel coronavirus as a result of infection or vaccination. World Health Organization (WHO) Director-General Tan Desai said at a press conference on the 2nd: "We are now closer to the moment when we can announce the end of the emergency phase of COVID-19 's pandemic, but we have not yet reached that point." There are still gaps in virus surveillance, detection, sequencing and vaccination. "

In many places, "four types of drugs" no longer register and upload customer information.

Recently, Beijing, Guangzhou and Hebei have adjusted the regulations on the purchase of "four types of drugs" by drugstores. The reporter learned that Beijing Municipality has issued an emergency notice on canceling the information registration of drug buyers of "four types of drugs": according to the spirit of the relevant meeting at the municipal level on the morning of December 2 and the work instructions of the main leaders in the urban area, combined with the current epidemic prevention and control situation, in order to facilitate the people to purchase drugs and meet the daily drug use needs of the people, it was decided to cancel the information registration of drug buyers of "four types of drugs" from now on. In addition, in the past two days, Hebei Province and Guangzhou City have also issued relevant notices or news one after another, pharmacies selling related drugs, including "four types of drugs", no longer carry out real name registration and upload. The adjustment of these measures is based on the changes in the characteristics of novel coronavirus and the surge in public demand for drugs.

The National Telecom held a special meeting on the promotion of triple play.

On December 2, the State Telecom held a special meeting on the promotion of triple play to deploy the next phase of work. Qian Zhimin, chairman of the State Power Investment Corporation, stressed: join hands with BABA and JD.com to speed up the construction of social networks, explore the establishment of cooperation mechanisms, release the value of the Internet to a greater extent, and achieve mutual benefit and win-win results. It is necessary to speed up the establishment of a team of product managers, innovate the assessment and incentive mechanism, explore ways to support policy innovation in the form of funds, speed up the landing of triple play, and better consolidate and enlarge the first-mover advantages of national electricity investment. Efforts should be made to do a good job in standardization and patent work, strengthen the leading role of standards, and build a moat for industrial development. It is necessary to speed up the establishment of a national electricity investment strategic partner database to support triple play and promote the development of industrial clusters.

Three lithium enterprises stop production one after another!

Following Yongxing Materials and Saddle heavy shares, Kanglonda disclosed on the evening of December 2 that its production line had been temporarily suspended due to road construction in the park. The company also gives a clear answer to the impact of the temporary shutdown: reduce production by 25 tons a day. It should be pointed out that the reasons for the temporary suspension of lithium carbonate production lines of the three companies are different. Anzhong shares and Kanglonda in Shanggao County of Yichun have all stopped production due to road construction, while Yongxing Materials in Yifeng County of Yichun have temporarily suspended production due to environmental protection investigation. It involves Hong Kong stocks Ganfeng Lithium (01772) and Tianqi Lithium Industry (09696).

"Avatar: the way of Water" is expected to do well at the box office.

"Avatar 2" mainland scheduled December 16 has garnered more than 51000 hits on Sina Weibo Corp, which is more discussed than other New year films this year. It involves Hong Kong stock IMAX CHINA (01970), Cat's Eye Entertainment (01896) and Ali Pictures (01060).

Sunshine Insurance, the first large private insurance group after 18 years, is offering shares.

Zhitong Financial APP learned that Sunshine Insurance Group Co., Ltd. launched its IPO from November 30 to December 5, with Huatai International, China International Capital Corporation, UBS Group and CCB International as its co-sponsors. The company sold a total of 1.15 billion shares, each with an admission fee of HK $3.257.50. If Sunshine Insurance successfully enters the Hong Kong Stock Exchange this year, it may become the tenth listed insurance company in China.

Cover people over the age of 60! World Health Organization (WHO) extended the recommended age of COVID-19 vaccine in Sinopharmaceutical Group to 18 and above.

Recently, the World Health Organization has increased the recommended age of novel coronavirus inactivated vaccine developed and produced by National Pharmaceutical Group China Biology Beijing Institute of Biological products to over 60 years old. World Health Organization (WHO) recognized the safety and effectiveness of the vaccine for people aged 18 and above. Involving Hong Kong stock Sinopharm Group (01099).

Individual stocks are sunny.

Byd Company Limited (01211): sales of about 1.6283 million new energy vehicles in the first 11 months increased by 219.38% compared with the same period last year.

Zhitong Financial APP News, Byd Company Limited (01211) announced that in November 2022, the production of new energy vehicles is about 230100, a year-on-year increase of about 1.5 times; sales of about 230400, a year-on-year increase of about 1.53 times. Car production totaled about 230100, a year-on-year increase of 1.31 times, and sales of about 230400, a year-on-year increase of about 1.34 times.

November sales meant that BYD reached its annual sales target of 1.5 million vehicles a month ahead of schedule. After combing, it was found that BYD had received a total of 24 institutional surveys in 23 trading days in November. Among them, as many as four surveys were conducted in one day, which can be seen in the hot degree of the capital market. In the research list, there is no lack of head public offerings such as Jingshun Great Wall, Guangfa Fund, ICBC Credit Suisse and Castrol Fund, while well-known private equity Gao Yi assets and well-known foreign investors Morgan, Blackrock and other institutions also appear on the research list. Among them, Gao Yi assets built a large number of BYD A shares in the third quarter, and by the end of the third quarter, it held 7.54 million shares of BYD, with a market value of 1.9 billion yuan.

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