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突发利空!医美遭新冠“空袭”,杭州:发现XBB等进化毒株!人民币资产集体大涨,2023行情稳了?

Sudden bad luck! Medical beauty by COVID-19 "air raid", Hangzhou: found XBB and other evolutionary strains! RMB assets have soared collectively, and the market is stable in 2023?

券商中國 ·  Jan 3, 2023 16:41

Source: brokerage China

Author: Shi Qian

Just now, RMB assets soared collectively, but this plate failed!

According to today's news, the Medical Aesthetics and Cosmetology Branch of the Chinese Medical Association recently issued the "guidance on risk Control of plastic surgery and Beauty Care during the COVID-19 epidemic period," saying that recently, there have been cases of malignant accidents in patients infected by COVID-19 in the domestic medical and beauty industry. Affected by this news, the medical plate suddenly took a collective dive!

Today, however, the entire RMB assets have soared collectively. The offshore RMB rose nearly 400 points, while A shares and Hong Kong stocks collectively rose. From the perspective of driving factors, the market still has high expectations for China's economic recovery in 2023. In addition, Zhao Chenxin, vice minister of the National Development and Reform Commission, said in an interview with CCTV News a few days ago that in 2023, China will continue to break various forms of unreasonable restrictions on market access and hidden barriers, and promote private enterprises to participate in major national strategies. we will increase efforts to help private enterprises and protect their property rights, and promote the development and growth of the private economy.

From the perspective of the epidemic, Hangzhou has just released news that XBB, BQ.1, BQ.1.19 and other Omicron evolutionary branch virus strains have also been detected in the entry personnel under closed-loop management. "recently, the number of novel coronavirus infection cases in Zhejiang Province has increased by about 1 million, and the epidemic is expected to enter a peak plateau in January." the news also topped the Baidu hot search list.

Bad burst

According to the Financial Associated Press today, a few days ago, the Medical Aesthetics and Aesthetics Branch of the Chinese Medical Association issued the guidance on risk Control of plastic surgery and Beauty Care during the COVID-19 epidemic period, saying that recently, there have been cases of malignant accidents in patients infected by COVID-19 in the domestic medical and beauty industry during routine medical treatment. After full investigation, the branch specially proposed that patients with positive new crowns and those who are in the process of rehabilitation are prohibited from implementing any medical and beauty projects; patients in the early stage of COVID-19 's negative recovery (within 4 weeks) should cautiously implement small and medium-sized medical beauty projects, and general anesthesia surgery projects are prohibited in principle. The relevant preoperative examination should be done strictly.

Affected by the news, A-share medical and beauty concept stocks dived in the afternoon, blond rabbi fried board, Hao Haisheng, Huaxi Biology, Langzi shares, and Emick all fell by more than 5%. Bettany, Aqua shares, East China Pharmaceutical, Xianyu Pharmaceutical and so on fell.

Previously, the market had expected that consumption would rise gradually as the epidemic calmed down. The medical beauty with a strong consumer attribute may also be caught fire because of the gradual recovery of the entertainment industry. However, this guidance from the Medical Aesthetics and Cosmetology Branch of the Chinese Medical Association has brought out a significant difference in expectations, which aggravates the sell-off of bullish stocks such as blond rabbis.

RMB assets "off to a good start"

Of course, the beauty of medicine is just an episode in today's disk. On the whole, the "good start" of RMB assets in 2023 is still refreshing.

First of all, the offshore RMB once rose nearly 400 points, and in recent trading days, the RMB has risen by more than 1000 points.

Secondly, the A-share market soared collectively, especially the bright trend of small and medium-sized stocks. CSI 1000 rose by more than 2 per cent. On the market, technology stocks are very strong.

The performance of Hong Kong stocks is even stronger, the Hang Seng Index has changed from a decline to a rise, and the performance of the State-owned Enterprises Index and the Hang Seng Technology Index are also very eye-catching.

So what is driving the strength of Chinese assets? Analysts believe that some of the signals from the holidays are worth paying attention to.

First of all, the high-level New year's message focuses on unity and cohesion; second, the whole market has high expectations for economic strengthening in 2023, and the certainty of such expectations should be relatively high. Third, Zhao Chenxin, vice minister of the National Development and Reform Commission, said in an interview with CCTV News a few days ago that in 2023, China will continue to break various forms of unreasonable restrictions on market access and hidden barriers, and promote private enterprises to participate in major national strategies. we will increase efforts to help private enterprises and protect their property rights, and promote the development and growth of the private economy.

Analysts believe that from today's overall market pattern, the rebound is still expected to continue, and the style should be biased towards growth. It is also possible to set the tone for the full-year style of 2023-private small and medium-sized stocks. At the same time, the science and technology network platform that represents vitality should also be repriced by the market. At present, the domestic consensus is basically formed, and the biggest variable is the periphery.

Hangzhou has just released

Just now, Hangzhou released the news: according to the national, provincial, and municipal surveillance plan, the Hangzhou Center for Disease Control and Prevention has sequenced the whole genome of novel coronavirus for some entry personnel, patients from sentinel hospitals, and samples of hospitalized cases, to grasp the trend of virus strain variation in real time, and to analyze the impact of variation on virus characteristics and immune escape ability.

According to the surveillance of virus strains, all novel coronavirus strains detected in local cases in the city in the past week were Omicron mutants BA.5.2 and BF.7, of which BA.5.2 accounted for 54.17% and BA.5.2 accounted for 45.83%. At the same time, Omicron evolutionary branch virus strains such as XBB, BQ.1, BQ.1.19 and so on were also detected in the entry personnel of closed-loop management.

Virus strains BQ.1 and XBB have become major epidemic strains in some European and American countries, and many citizens are worried that the introduction of new variants will make the prevention and control of the domestic epidemic more complicated. Experts give some tips on these doubts.

XBB and BQ.1 are new variation branches of Omicron, which have become the dominant strains in some European and American countries, mainly characterized by increased transmission and immune escape ability. However, foreign data show that its virulence is not significantly different from that of previous strains, and the rates of severe illness and mortality have not increased in countries where XBB and BQ.1 are prevalent.

XBB and BQ.1 are both subbranches of BA.5, and the immune escape ability of the above strains is enhanced, which is different from that of BA.5 prevalent in China. After a period of time, the level of protection decreases after infection with BA.5, and the risk of reinfection will increase when the strains with strong immune escape ability are encountered.

However, reinfection mainly occurs in people with low immunity, people with normal immune function have a lower risk of reinfection in a short period of time, and the symptoms after infection are usually milder than the first time.

Although XBB and BQ.1 may cause secondary infection in people with low immunity, the general public need not worry too much and should continue to adhere to effective personal protection and social etiquette (one meter line, frequent hand washing, wearing masks, more ventilation, etc.), maintain healthy and civilized living habits, and actively get vaccinated.

On January 3, the Zhejiang Center for Disease Control and Prevention released the January Health risk Alert. "recently, the number of novel coronavirus infection cases in Zhejiang Province has increased by about 1 million, and the epidemic is expected to enter a peak plateau in January." the news rushed to the hot search. With the Spring Festival approaching, the cross-regional mobility of people will increase significantly, which will lead to the further spread of the epidemic. In addition, with the adjustment of immigration policy, the risk of importing new mutants from abroad and the risk of local transmission will also increase significantly.

Edit / phoebe

The translation is provided by third-party software.


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