1. Securities market review
Flush data shows that yesterday (December 29, the same below), Shanghai Composite Index fell 0.44% within a day, closing at 3073.7 points, the highest point was 3086.0 points; Shenzhen Component Index fell 0.13% within a day, It closed at 10996.41 points, the highest point was 11064.02 points; the ChiNext Index rose 0.48% within the day, closing at 2349.38 points, the highest point was 2365.69 points. Northbound funds changed from an inflow of 3.918 billion yuan in the previous trading day to an outflow of 1.11 billion yuan.
2. ETF market performance
1, stock type ETF overall market performance
yesterday stock type ETF yield median is -0.15%. Among them, according to different classifications, the scale index has the highest return rate of Fuguo Guozheng Vaccine and Biotechnology ETF, which is 1.78%; the industry index Zhonghua Xia Pharmaceutical ETF has the highest return rate, which is 1.98%; strategy index Huaxia creation blue chip ETF The yield rate is the highest at 0.86%; Harvest Medicine Health 100 ETF has the highest yield rate in the style index, at 1.88%; the innovative drug AH in the theme index has the highest yield rate, at 2.55%.
2, stock ETF rise and fall ranking
stock ETFs yesterday the 3 ETFs with the highest gains and their yields are: innovative drug AH (2.55%), Fuguo CSI Shanghai-Hong Kong-Shenzhen innovative drug industry ETF ( 2.39%), Huaan Zhongzheng Subdivided Pharmaceutical ETF (2.36%). See the table below for details of the top 10 gains:
Yesterday, the three ETFs with the largest decline in stock ETFs and their yields were: Huaxia CSI All-Index Real Estate ETF (-2.45%), Huabao CSI 800 Real Estate ETF (-2.41% ), real estate ETFs (-2.38%). See the following table for details of the top 10 decliners:
3, stock ETF capital flow
The three ETFs with the largest stock ETF capital inflows yesterday and their inflow amounts are: E Fund MSCI China A50 Interconnection ETF (inflow of 494 million yuan), E Fund China Securities 1000ETF (inflow of 453 million yuan), E Fund Shanghai and Shenzhen 300ETF launch (inflow of 355 million yuan). See the table below for details of the top 10 capital inflows:
The three ETFs with the most outflows of stock ETFs yesterday and their inflow amounts are: Huatai-Pineberry CSI 300 ETF (outflow of 326 million yuan), E Fund ChiNext ETF (outflow of 1.51 million yuan) 100 million yuan), photovoltaic ETF (outflow of 141 million yuan). See the table below for details of the top 10 capital outflows:
3. Institutional views
① Epidemic prevention has entered a new era and the demand for drugs and other related products is expected to last for a long time. Under the catalysis of positive clinical results, the field of innovative drug is expected to gradually return to the main line of market attention. After the epidemic prevention enters a new era, the demand for related vaccines , drugs, and testing is expected to continue for a long time. It is recommended to pay attention to investment opportunities related to epidemic prevention themes. At the same time, as the number of infected people gradually reaches its peak, follow-up conventional medical needs will gradually recover. It is recommended to pay attention to the investment opportunities brought about by the recovery and stabilization of conventional medical consumption.
② The innovative drug market has entered the moment of "selected high-quality innovation"
Guosheng Securities : Guosheng Securities believes that my country's innovative drug market has gradually entered the moment of "selected high-quality innovation" from "general innovation" at present. Homogeneous competition for popular monoclonal antibody targets will continue to intensify in the future, and homogenized products will gradually lose their competitiveness. With a better competitive landscape, companies with technology accumulation are expected to stand out.
③It is expected that the demand for cold medicines will remain at a high level in the next quarter
Capital Securities : After the optimization of the epidemic prevention and control policy, it is expected that the demand for cold medicine will increase significantly. With the adjustment of the epidemic prevention and control policy, it is expected that all parts of the country will usher in the peak period of the epidemic one after another. Capital Securities believes that with the development of the epidemic, it is expected that the demand for cold medicines will remain at a relatively high level in the next quarter. After the peak of the epidemic, the demand and market size of cold medicines will still be significantly higher than the pre-epidemic level.
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