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港股早知道︱新冠病毒感染者居家中医药干预指引发布;大摩上调中国股票市场评级至超配

Hong Kong stocks knew a long time ago | Guidelines for intervention with traditional Chinese medicine at home for people infected with COVID-19 were released; Daimo raised the Chinese stock market rating to overrun

Zhitong Finance ·  Dec 12, 2022 08:53

Jinri Toutiao

The Administration of traditional Chinese Medicine issued guidelines on intervention of traditional Chinese medicine at home for novel coronavirus infected patients.

The expert Committee on Prevention and treatment of traditional Chinese Medicine of the State Administration of traditional Chinese Medicine issued the guidelines on intervention of traditional Chinese Medicine at Home for novel coronavirus infected people. In terms of adult treatment, the guidelines suggest that proprietary Chinese medicines with the effect of soothing wind and relieving appearance should be taken in patients with symptoms such as fever, wind and cold, muscle soreness, dry pharynx, fatigue, stuffy nose, runny nose or cough. Such as Shufeng jiedu capsule (granule), Jingfangbaidu granule, Qingfei Paidu granule, dispelling cold and dampness granule, Ganmao Qingre capsule (granule), Jingfang granule, Zhengchaihuyin granule, Jiuwei Qianghuo Pill (granule), Siji Ganmao tablet, Ganmao Shufeng capsule (tablet, granule) and so on.

The State Council should issue the Circular on issuing the work Plan of relying on the County Medical Community to enhance the Medical Security capacity of COVID-19 in Rural areas in response to the release of the Comprehensive Group of COVID-19 epidemic Prevention and Control Mechanism. The notice points out that the establishment of fever clinics in township health centers should be strengthened. Before the end of December, qualified township health centers set up fever clinics, and have the ability to operate normally within 24 hours, so as to strengthen the pre-examination and triage work. We will speed up the construction of fever clinics and strive to increase the coverage rate to about 90% by the end of March 2023. The medical staff in the fever clinic should be relatively fixed, in principle, the fever clinic should be open 24 hours a day, and the fever clinic should be equipped with at least one doctor qualified as a medical practitioner, and make emergency plans. According to the number of doctors and nurses, add corresponding medical personnel, improve disinfection, inspection, emergency rescue and other corresponding equipment and drug configuration. All localities should match enough traditional Chinese medicine, antipyretic, antitussive and other symptomatic therapeutic drugs and antigen detection kits according to 15-20% of the population served by township health centers.

The Chinese medicine sector of Hong Kong stocks includes:$TRAD CHI MED (00570.HK)$$China Resources Pharmaceutical (03320.HK)$$GUSHENGTANG (02273.HK)$$BAIYUNSHAN PH (00874.HK)$$Beijing Tong Ren Tang Chinese Medicine (03613.HK)$$TONG REN TANG (01666.HK)$$SHINEWAY PHARM (02877.HK)$$SHANDONG XINHUA (00719.HK)$$LIVZON PHARMA (01513.HK)$$PURAPHARM (01498.HK)$等。

The State Internet Information Office and other three departments have issued the regulations on the Management of Deep Synthesis of Internet Information Services

The regulations define the deep synthesis of data and technical management norms. Deep synthetic service providers and technical supporters are required to strengthen training data management and technical management to ensure data security, not to deal with personal information illegally, and to regularly audit, evaluate and verify the mechanism of the algorithm. Deep composite service providers should add identities that do not affect the use of information content generated or edited using their services. Services such as intelligent dialogue, synthetic human voice, face generation, immersive realistic scenes, etc., that generate or significantly change the function of information content shall be marked to avoid public confusion or misunderstanding. It is required that no organization or individual shall use technical means to delete, tamper with or conceal the relevant logo.

General trend prospect

Morgan Stanley: upgrade the rating of China's stock market from relatively cautious equalization rating to overweight.

As of Friday's close, the Dow closed down 305.02 points, or 0.90%, at 33476.46; the Nasdaq was down 77.39, or 0.70%, at 11004.62; and the S & P 500 was down 29.13, or 0.73%, at 3934.38. Energy, in general, the new energy vehicle plate fell. Oil prices closed lower in volatile trading on Friday, with both U.S. oil and cloth oil recording their biggest weekly declines in months and growing fears of a recession. The ADR index of Hong Kong stocks fell to close at 19557 on a pro rata basis, down 342.95 points or 1.75% from the close in Hong Kong.

Wang Jie, chief market strategist at Morgan Stanley China, said at a media conference that he would upgrade the rating of China's stock market from relatively cautious equalization to overweight. "the upgrade of China's stock market marks an end to 23 months of caution." "We are relatively cautious about the European and American markets, especially the US market, while emerging markets will lead the global stock market," Wang said. Among emerging markets, Morgan Stanley has made it clear that Chinese stocks will take the lead. Generally speaking, in the global stock market, the Chinese stock market will play the role of overrun and win. Macroeconomic, valuation, liquidity, exchange rate and other factors are expected to constitute positive factors to support the market. "

Hot spot prospect

National Health Commission: improve the counterpart assistance mechanism to form COVID-19 medical service urban-rural linkage

The State Council should issue the Circular on issuing the work Plan of relying on the County Medical Community to enhance the Medical Security capacity of COVID-19 in Rural areas in response to the release of the Comprehensive Group of COVID-19 epidemic Prevention and Control Mechanism. The notice points out that on the basis of the counterpart support relationship between urban and rural hospitals in the province, second-level and above general hospitals with strong comprehensive strength in cities in the province are selected, and a counterpart assistance mechanism is established with various counties in accordance with the principle of zoning. Based on "one-to-one" close support and "one-to-many" flexible support, the COVID-19 Medical Service Urban-Rural Linkage working Group covering all rural areas within its jurisdiction has been set up. Through sinking inspection, sending professionals, and establishing a telemedicine cooperation network, COVID-19 's medical service capacity in rural areas will be improved. The county-level hospitals, designated hospitals and sub-designated hospitals led by the county medical community should join the working group and jointly do a good job in the graded and classified treatment of COVID-19 patients in rural areas. Related to the Hong Kong stock Internet medical platform.

The popularity of N95 mask search has soared 7 times! There are dealers who sell 120000 an hour.

Baidu, Inc. released "Baidu, Inc. Hot search for epidemic Prevention and Control big data" on December 8, showing that in the past week, the number of searches for scientific epidemic prevention-related contents has soared 15 times, and the search for epidemic prevention-related articles has increased in popularity. Among them, N95 masks, ibuprofen, Lianhua plague and other epidemic prevention items have received a lot of attention. For example, the search popularity of N95 masks has increased by 715% recently.

Mr Chan: Hong Kong will make forward-looking planning for land and infrastructure development

Hong Kong's land supply in the next 10 years will mainly come from reclamation in the northern metropolitan area and Jiaoyi Chau, providing a total of 1600 hectares of land, the Financial Secretary of the Hong Kong Special Administrative region, Chen Maobo, said in a blog post on the 11th. It can create more convenient and efficient transportation and infrastructure networks. Take Jiaoyi Chau artificial Island as an example, the new development area will connect the airport and the Hong Kong-Zhuhai-Macao Bridge, as well as a new railway and road network, including the fourth cross-harbour tunnel, which will connect to Hong Kong West, Lantau Island and the Northwest New Territories. this will help activate the transport network in the entire western part of Hong Kong. Involving Hong Kong stocks$CHINA STATE CON (03311.HK)$

Country Garden Services Holdings: controlling shareholder Yang Huiyan intends to sell 237 million shares and cash out HK $5.055 billion

$Country Garden Services Holdings (06098.HK)$It is announced that the Board of Directors of the Company has been notified by Yang Huiyan, a non-executive Director, Chairman of the Board and controlling shareholder of the Company, that on December 9, 2022, Bisheng Limited (wholly owned by Yang Huiyan) has signed a placing agreement in the form of a secondary block transaction with J.P.USorganSecuritiesplc (placing Agent). Bisheng Limited has agreed to sell a total of 237 million of its existing company shares (placing shares, representing approximately 7.03% of the total issued share capital of the company as at the date of this announcement) to a number of independent investors at a price of HK $21.33 per placing share for a total consideration of approximately HK $5.055 billion.

China Mobile Limited will take the lead in building meta-cosmic alliance and enriching meta-cosmic applications.

2022 China Mobile Limited Global Partnership Conference opened. Yang Jie, Chairman of China Mobile Limited, delivered a keynote speech entitled "gathering strength, Integration and Innovation." "the integration of information and energy leads to the reshaping of the future morphological system of human society, and the virtual spaces such as meta-universe and digital twins will fully reflect the social and material attributes of the real world and extend the boundary of time and space in all directions." Yang Jie said that China Mobile Limited will speed up the cultivation of new information service industries, new business type, and new models, constantly meet demand, lead demand, create demand, and explore and innovate meta-cosmic applications such as virtual digital Homo sapiens and immersive entertainment. take the lead in the construction of computing terminal industry alliance, meta-cosmic alliance, and enrich computing terminal and metacosmos applications.

Shandong Xinhua Pharmaceutical Co., Ltd.: the market is in urgent need of drugs for overtime production of ibuprofen tablets and vitamin C tablets.

At present, with the adjustment and optimization of COVID-19 's epidemic prevention policy in many places in China, the country has entered a new period of home prevention and control of the epidemic situation, and the market demand for novel coronavirus prevention and control drugs has increased sharply. On December 8, the Joint Prevention and Control Mechanism of the State Council released the reference list of commonly used drugs for home treatment of novel coronavirus infected people. Ibuprofen, acetaminophen, aspirin, loratadine, cetirizine and other drugs produced by Xinhua Pharmaceutical are all in the catalogue. Xinhua ibuprofen tablets were first listed in China in 1981, with two specifications of 0.1g and 0.2g. In 2020, Xinhua ibuprofen tablets passed the consistency evaluation of generic drugs, and the antipyretic and analgesic effect was obvious.$SHANDONG XINHUA (00719.HK)$It is actively cooperating with the relevant requirements of the national epidemic prevention policy, a number of intelligent production lines in the production workshop are at full capacity, and the market is in urgent need of drugs such as ibuprofen tablets and vitamin C tablets to ensure market supply.

Individual stocks are sunny.

$MEILAN AIRPORT (00357.HK)$Hainan tourism resumes to promote flight growth

Hainan air traffic control has strengthened flight security, and the number of flights at Meilan Airport has increased by 50%.

With the introduction of measures to optimize epidemic prevention and control in Hainan, the number of flights in Haikou has gradually recovered, and the number of incoming and outgoing flights commanded by Hainan Air Traffic Control Branch of Civil Aviation has increased rapidly. On December 10, the number of incoming and outgoing flights at Haikou Meilan International Airport reached more than 300, and the number of commanded flights increased from about 200 to more than 300 within 4 days, an increase of 50%.

Meilan Airport Phase II was officially put into operation on December 2, 2021, so that Meilan Airport has entered the development era of "double terminal, double runway".

On the news, on December 5, Haikou, Sanya, Danzhou, Chengmai, Dongfang and other cities and counties in Hainan Province issued notices on the adjustment of epidemic prevention and control measures for migrant (returning) personnel in the province, announcing that from now on, the above-mentioned cities and counties in Hainan will no longer implement classified management of migrant (returning) personnel in the province.

Cinda Securities previously reported that since the epidemic situation in Hainan gradually alleviated in September, Hainan Province, Haikou City and Sanya City have issued about seven rounds of tax-free-related consumption coupons to promote tax exemption and the recovery of the overall consumer market after the epidemic. With the advent of the peak season of duty-free sales on outlying islands at the end of the year, the Hainan provincial government may continue to increase the distribution of duty-free consumption vouchers, superimposing the preferential activities given by duty-free merchants at promotional nodes such as "double 12", New year, Spring Festival and so on. Tax-free passenger flow and consumption on outlying islands are expected to pick up further.

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