Today's morning trading, the A shares as a whole opened sharply higher, white horse blue chip stocks are still strong, the SSE 50 index plate was once the volume of pulling up nearly 3%, and then hit a new high since the rebound, the highest cumulative rise of more than 17% in nearly 1 month, leading the two markets.
On the disk, telecom operations, food and beverage, central enterprise reform, Xinchuang and other sectors rose. Northbound funds net inflow of 9.005 billion yuan.
White-horse blue-chip stocks are favored
Recently, the personal pension 36 first city (region) announced, became a hotspot of market concern, driven by banks, insurance, Chinese characters, food and beverage, and other white-horse blue-chip stocks concentrated in the plate rounds of rise.
Today's morning trading, telecom operations plate volume soared nearly 7%, a record high of 8 1/2 months, half-day turnover over yesterday's full-day turnover, China Unicom again hit the stop, China Telecom, China Mobile and so on are sharply higher; food and beverage plate also volume rose more than 4%, Panda Dairy, Pinwu Foods 20% stop, Dao Daoquan, Huang Shanghuang, Miaokolan more than 10 shares are also strong stop.
Generally speaking, pensions are risk averse funds, preferring low-risk, long-term, high dividend stocks. Drawing on the experience of the mature market in the United States, its pensions into the market at the beginning of the favorable risk of the broader market, value style, the U.S. stock long bull also benefited from the entry of pensions into the market. From the U.S. personal retirement account current asset composition, fund investment accounted for 45% of all personal retirement account assets, of which the pension target fund (FOF) occupies nearly half of the river.
Today, three pension FOFs with 2035, 2055, and 2060 date targets were put on sale under Yingda Fund. China Europe Fund, Xingzheng Global Fund and other public enterprises have also been on the new pension FOF.In addition, the current declaration to be approved by Efonda Fund, Taikang Fund, Ping An Fund, Huitianfu Fund and other public enterprises under the more than 15 pension FOF.
Pension FOF is actually not a new product, and has already gone through the first four years. Statistics show that as of the end of the third quarter of this year, the cumulative combined size of the pension FOF is about 94.441 billion yuan, from the size of a single product situation, the Bank of Communications Anxian stable pension one year (FOF) fund size has reached 15.458 billion yuan, far more than similar products ranked first.
CITIC Securities expects that by 2035, the scale of personal pension finance or will reach 12 trillion yuan, according to the pension finance 30%, 25% of pension savings, pension target fund 20%, personal pension insurance 10%, other 15% of the proportion of the estimated pension target fund is close to 2.5 trillion yuan scale.
New crown detection against the trend of heavy losses
In the broader market rose sharply at the time, the previous big red new crown detection plate but against the trend of decline, the plate index in the early morning unilateral volume fell nearly 3%, Tai Lin biology, heat King biology, Guangshengtang and other shares in the plate are straight line down more than 10%; in the new crown detection plate heavy losses led by the pharmaceutical shares Overall counter trend down, the new crown drugs, monkey pox concept, biological vaccines and other subsectors fell ahead, Zhongsheng Pharmaceutical, nearshore protein, etc. stopped or fell more than 10%.
Yesterday evening, Beijing, Chengdu, Guangzhou, Chongqing and many other places announced that adhere to the ninth edition of the national prevention and control program, the implementation of the twenty optimization measures, to take more scientific and precise prevention and control measures, and strive to reduce the impact on people's lives. Nucleic acid testing is carried out for risk positions and key personnel, and the scope of nucleic acid testing shall not be expanded. Nucleic acid testing is generally not carried out for all personnel by administrative region.
In addition, the nucleic acid testing industry chaos, recently fermented, triggering strong public opinion. As of November 30, 2022, was investigated and dealt with nucleic acid testing violations of the case has been more than 10, involving more than 11 companies, the problems involved in the seriousness of the situation and even touch the judicial red line of the law on the prevention and control of infectious diseases.
A stock market, the listed company a nucleic acid test associated with the stock price soared. November 2, Tai Lin biological in the investor interactive platform to disclose immunochromatography supplies NC membrane project expansion progress. Affected by this news, Thai Lin biological open surge mode, nearly 1 month from 35 yuan near, the highest rise to nearly 87 yuan, during the period of 3 degrees of 20% stop, a cumulative surge of nearly 150%.
Tai Lin biological short-term surge also attracted the attention of the regulatory layer, the Shenzhen Stock Exchange recently issued a letter of concern to the Thai Lin biological, requiring it to explain the NC film products full production forecast revenue, whether there is through the interactive easy reply to cater to the market hotspot, with the secondary market speculation on the stock price and other issues.
Tailin Bio in the stock price variation risk alert announcement has said, as of the third quarter of this year, the company's NC membrane sales revenue of 914,000 yuan, accounting for the first three quarters of the company's sales revenue of 0.39%, accounting for the company's overall sales ratio is very low.NC membrane market demand is vulnerable to the fluctuations of the epidemic and other factors, the future of the sales of the business has uncertainty. This morning, Tai Lin biological disk once heavy fall of nearly 17%.
And today, Anxu Bio announced that the company's production of the new coronavirus antigen detection reagent (pen type) in recent days to obtain the Japanese independent administrative corporation Pharmaceutical and Medical Devices Agency (referred to as "PMDA") certification. In the new crown test plate overall plunge in the background, Anxu Biological did not like the previous related stocks like soaring, early in the morning instead of a plunge of more than 8%.