The German Association of Statutory Health Insurance Physicians and the German Tips for buying stocksFederal Medical Insurance Fund Association jointly announced that from the 10th, patients with mild respiratory symptoms do not need to go to the clinic in person, but can request doctors to issue up to 7 days of sick leave by calling single. On the one hand, it can reduce the risk of doctors contracting the new crown pneumonia virus, and on the other hand, it also provides convenience for patients. It is reported that this provision is temporarily valid for four weeks.
Analysts pointed out that the exchange gains brought by the appreciation of the renminbi to aviation stocks are worth looking forward to, and airlines with a higher proportion of dollar debt will benefit from it. The paper industry is mainly affected by the import volume of raw material pulp and waste paper. The appreciation of the renminbi means lower costs.
However, even though the Shanghai Composite Index fell more than 5% in a single week, compared with the deep adjustment of US stocks, A shares still showed a certain degree of resilience. The U.S. stock market recorded its biggest weekly decline since 2008. The S&P 500 index fell 76%, the Nasdaq index fell 55%, and the Dow Jones index fell 13% in the six trading days starting on February 21. .
Essence Securities pointed out that the policy overweights the performance to improve quarter by quarter, and the segmentation is clearly differentiated. The leading advantages of infrastructure construction are prominent, and the infrastructure/steel structure/design performance can be expected. It is expected that the industry will continue to repair in the third quarter, and the high growth of key targets can be expected. Investment advice: Policy overweight, infrastructure investment rebound and industry clearing will be the main logic for the interpretation of the construction industry. We judge that the market will spread to low-value and high-growth sectors, and we are optimistic about the opportunities for large buildings and regional infrastructure leaders. It is recommended to configure the layout as follows: large building central enterprises. Large construction state-owned enterprises are the mainstay of infrastructure investment. Even in the face of an unprecedentedly complex economic environment, some large construction state-owned enterprises still achieved positive growth in their new orders. In the future, they will fully benefit from the policy of stable infrastructure growth. Recommended construction (601668) and China Railway (601390) , Railway Construction (601186), China Metallurgical (601618). Regional infrastructure leader. The main driving force of this round of infrastructure investment is local governments. Many provinces and cities have launched huge infrastructure investment plans. Regional infrastructure leaders will significantly benefit from the outbreak of regional infrastructure investment. Anhui Construction (600502) is recommended. Leading survey and design. Infrastructure investment rebounded, survey and design companies took the lead to benefit, and China Engineering Group was recommended. Cutting-edge gardening. Investment in ecological protection and environmental construction continues to grow at a high rate. In the new round of infrastructure development, the new gardens are expected to rise, the industry competition pattern is expected to change, and the valuation and performance are expected to resonate. We recommend Dongzhu Ecology (603359) and Daqian Ecology ( 603955).
Fengshang Culture is mainly engaged in the cultural and creative industry, with creative design as the core, and its business scope covers creative, design and production services in many fields such as large-scale cultural performance activities, cultural tourism performances, landscape art lighting and interpretation. From 2017 to 2019, the company's operating income was RMB 0.6 billion, RMB 7.3 billion, and RMB 1.2 billion, and net profit attributable to the parent was RMB 54 million, RMB 3.6 billion, and RMB 5.4 billion.
Goldman Sachs economist Andrew Boak and others said in a research report that the Reserve Bank of Australia is expected to cut interest rates by 25 basis points at policy meetings starting in March, and said that they will not rule out a 50 basis point cut on Tuesday, which will increase Australia’s economic growth iTips for buying stocksn 2020. The forecast is lowered by 80 basis points to 3%.
Extending the timeline, looking at the next 3-5 years, and more than 5 years, the industry demand for medical and health is very certain. With the aging of the population and the increase in residents' wealth, the demand for medical and health will accelerate with certainty. Those excellent companies that can provide drugs that improve the quality of life and extend the life cycle, those leading companies in the field of oncology drugs with core innovation capabilities, and particularly outstanding medical service companies have a lot of room for growth in the long term.
[Annual report leaked Niu San’s latest shareholding trends, Zhao Jianping, five super Niu San appeared in 9 shares] The disclosure of regular financial reports has always been the best way for investors to observe Niu San’s holdings. Historically, Da Niu Stock Baode shares There are well-known Niu San figures behind Teli A, etc. This has also become one of the important reasons why ordinary investors pay attention to Niu San's holdings. The disclosure of regular financial reports has always been the best way for investors to observe the trend of Niu San’s shareholding. Historically, big Niu stock Baode shares, Tellus A, etc. have been well-known Niu San, which has become common investors’ attention to Niu San. One of the important reasons for the trend of holding shares. As annual report disclosures entered the intensive period, the investment layout of Niu San, which is well-known in the market, such as Zhao Jianping and Xu Kaidong, gradually surfaced in the fourth quarter of last year, ranking among the top ten shareholders of tradable shares in related companies. Specifically, as of yesterday's data, Super Niu San Zhao Jianping held a total of 4 stocks in the fourth quarter of last year. Looking further, the holdings of Jinli Huadian and Wanfu Biotech were increased by 300,000 shares and 500,000 shares respectively. After the increase, the cumulative number of shares held was 2.2 million shares and 2.6 million shares; the number of shares held by Xuelang Environment remained unchanged; Jiachuang Video has 1 million shares and still holds 5 million shares after the reduction. Xu Kaidong, as of yesterday, appeared in the list of the top ten shareholders of tradable shares in the annual reports of three companies. Specifically, he reduced his holdings of Leshan Power by 200,000 shares and held 23.03 million shares after the reduction. The number of holdings of Yaxing Chemical and *ST Xinghua remained unchanged, respectively: 20.57 million shares and 16.63 million shares. In addition to the above two big bulls, the three well-known bulls, Zhou Xingang, Zhou Chen, and Li Xin collectively hold Luyitong, which has become the focus of the market. In fact, the three major players have been holding the stock since the collective new position in the fourth quarter of 2015. As of the end of the fourth quarter of last year, they held 27.02 million shares. At present, the stock has been suspended from trading on February 27 due to major asset restructuring, and the A-share market has always had a law of major asset restructuring and resumption of trading. Therefore, it can be said that these three bulls have once again bet on the treasure. In addition to Lu Yitong, Zhou Xingang and Li Xin also hold Kangyue Technology, holding 61.62 million shares and 20.02 million shares respectively, which is unchanged from the previous period. In this regard, some market participants said that the market performance of bull bulk holdings will often diverge, and well-known bull bulk holdings are only one of the reference indicators for the layout of A-shares. They can be selected from the perspectives of market performance, performance, and institutional ratings. Subject. In terms of market performance, among the 9 stocks held by the bull market, 8 stocks are currently in trading status. Among them, 3 stocks including Yaxing Chemical, *ST Xinghua and Wanfu Biology outperformed the market during the year (Shanghai Index) The cumulative increase during the year was 37%), and the cumulative increase was: 272%, 169%, and 53%; Jiachuang Video, Xuelang Environment and Leshan Power also rose to varying degrees during the year, and the cumulative increase was 36%, 87%, and 0.11%. Since it was renamed Yaxing Chemical (formerly *ST Yaxing) on February 27, the stock has performed a wave of star-receiving and uncapped market. On February 27th, 28th, and March 1st, the daily limit was three consecutive days, and then the stock price appeared. Falling back, the latest closing price is 105 yuan. It is worth mentioning that when the annual report was disclosed, the star-receiving and hat-removing market was one of the themes that must be speculated in A-shares. In this context, the future market performance of *ST Xinghua, which has achieved a year-on-year turnaround in its annual report performance, may also be worthy of attention. From the perspective of annual report performance, 7 of the above 9 stocks achieved year-on-year growth in net profit in 2016. Among them, Jinli Huadian’s annual net profit increased by 1246% year-on-year, doubling; while Jiachuang Video, Leshan Power, and Xuelang Environment The year-on-year growth rates of annual net profit were all above 50%, which were 90.38%, 807% and 584% respectively. In terms of institutional ratings, of the 9 stocks, 3 stocks including Xuelang Environment, Leshan Power, and Wanfu Biotechnology have been given buy ratings by the agency within the past 30 days. The number of buy ratings are: 5, 1 and 1. Regarding Xuelang Environment, a high-performance stock that institutions are generally optimistic about, Huachuang Securities said: As a leading company in the field of waste incineration power generation and flue gas purification and ash treatment in the field of iron and steel metallurgy, orders for waste incineration and flue gas treatment are expected to continue to grow at a high rate; hazardous waste On the one hand, projects in Wuxi, Yixing and other places have good growth, and the company may further expand. With the gradual consolidation of various projects, the performance is expected to continue to grow, and the recommendation rating is maintained.
From the perspective of the layout, Jinfa Technology has stepped on the rhythm. In 2019, the company extended to the upstream of modified polypropylene through the Ningbo Jinfa project and gradually opened up the entire industrial chain of propane-propylene-polypropylene. In the first half of this year, the company seized the opportunity to extend the downstream applications of modified polypropylene and expand its medical and health business.