In the morning session of June 11, the two stock indexes oscillated lower, as of the morning close, the SSE index fell 0.25%, the SZSE index fell 0.51%, the GEM index rose 0.7%. Plates on the view, electrical equipment, mining, carbon neutral and the concept of leading, photovoltaic plate was a net inflow of 2.631 billion yuan of main funds, of which the concept of leading Longi shares net inflow of 1.334 billion yuan. Semiconductor industry chain, aerospace military retracement of the front.
Development and Reform Commission notice of new photovoltaic projects are no longer subsidized
June 11, the Development and Reform Commission issued a notice on the new energy feed-in tariff policy in 2021 on matters related to the 2021, from 2021 onwards, for the new filing of the centralized photovoltaic power station, industrial and commercial distributed photovoltaic projects and new approved onshore wind power projects, the central government is no longer subsidized to implement the parity feed-in tariffs. New project feed-in tariffs, according to the local coal-fired power generation benchmark price, newly approved (for the record) offshore wind power projects, photovoltaic power generation project feed-in tariffs set by the local provincial price authorities, higher than the local coal-fired power generation benchmark price, within the benchmark price of the portion of the billing by the grid enterprise. The new project to cancel the central financial subsidies at the same time, to encourage the introduction of targeted support policies to support the continued development of photovoltaic wind power and other industries.
According to the National Energy Board data, in 2021, the national wind power, photovoltaic power generation accounted for the proportion of electricity consumption of society as a whole reached about 11%, and subsequently increased year by year, to ensure that non-fossil energy consumption accounted for the proportion of primary energy consumption in 2025 to reach about 20%. Early today, the photovoltaic plate continues to be strong, CITIC Bo rose 11.91%, core energy technology stopped, LONGi shares rose 5.23%.
Multi-departmental joint document to combat illegal medical beauty
Yesterday, the National Health Commission official website issued a notice, the National Health Commission and other multi-departmental in order to further safeguard the legitimate rights and interests of consumers, to protect the public's health and safety of life, decided to jointly carry out in June 2021-December to combat the special rectification work of illegal medical beauty services.
The main contents of the program include: cracking down on the illegal conduct of medical beauty-related activities, cracking down on the illegal manufacture and sale of medicines and medical devices, and seriously investigating and dealing with illegal advertisements and Internet information. It is emphasized that the products that have obtained registration approval shall not be listed, and the use of toxic drugs and narcotic drugs for medical use shall be strictly controlled.
According to the 2020 China Medical Beauty Industry Insight White Paper released by Avery Consulting, there are as many as 100,000 or more illegal practitioners of medical beauty, with fake and watered-down injections on the rise, and illegal injections are even more prohibited. CCTV news reported that in 2019, the rate of genuine medical beauty injections in circulation in China is only 33.3%, and two out of every three hydrafacial injections are fake and parallel imports, and Filocarbon is actually an informal "cosmetic" product, and the proportion of genuine products in botulinum toxin and hyaluronic acid fillers is about 30%.
Since 2017, the National Health Commission and other departments have jointly cracked down on illegal medical cosmetic services, including cracking down on the illegal manufacture and sale of medicines and medical devices, cracking down on the illegal practice of medicine, and cracking down on illegal operation and over-scope operation. Soochow Securities believes that the tightening of regulation, the gradual enrichment of regular products and the gradual improvement of consumers' awareness of regularity will *** with promote the gradual substitution of licensed products for parallel imports.
The concept of medical beauty shares since June, a sharp pullback
Today's morning session, most of the concept of medical beauty shares opened low, closing stock prices slightly rebounded. By the close of trading, Jinfa Rabi fell 6.33%, Aibo medical, Longzi shares fell more than 4%. Since June, most of the medical beauty concept stocks retraced. Statistics show that the 20 conceptual stocks only Ai Er ophthalmology cumulative gain or loss is positive, the average stock fell 11.92%. Lancel shares retracement amplitude is the largest, a cumulative decline of 31.56%, by the major shareholders to liquidate their positions to reduce the impact of the news, Lancel shares on Monday, Tuesday, two consecutive stop. Hao Hai Biotechnology, Aoyuan Meigu, Yuexin Health has fallen more than 20% since the beginning of this month.
At present, most of the medical beauty concept stocks are in the high valuation range, even after the current round of retracement, stock valuation is still at a relatively high level. Statistics show that in the past month, medical beauty concept stocks ***9 stocks hit record highs, international medicine, Aoyuan Beauty Valley, East China Pharmaceuticals, Lushang Development stock prices reached listed 20 years high.
Under the high valuation, shareholders have sought to reduce their holdings away from the field, since June Longzi shares, Hao Hai Shengke, Huaxi Biological were announced the major shareholders to reduce the plan, Longzi shares of the real controller of the concerted action person to liquidate the position to reduce the amount of the latest price, Hao Hai Shengke major shareholders intend to reduce the amount of not more than 344 million yuan, Huaxi Biological major shareholders intend to reduce the amount of not more than 1.122 billion yuan. (Data treasure Liu Junling)
Disclaimer: Data treasure all information content does not constitute investment advice, the stock market is risky, investment need to be cautious.