Medicine, biology and food sector rise defense is expected to highlight

Shanghai and Shenzhen stock markets adjusted sharply yesterday, with the industry sector falling almost all the way, with only the pharmaceutical biology and food and beverage sectors closing up against the market, with the former up more than 1% The concept of the Shanghai Free Trade Zone plummeted across the board, becoming a major disaster area, and triggering a rapid spread of panic By the end of the day, the Shanghai composite index was down 42.71 points, or 1.94%, at 2155.81; the Shenzhen composite index was down 174.24 points, or 2.02%, at 8439.47 Analysts believe that the short-term market risk has increased, and the defensive nature of the medical and biological sector is expected to highlight According to statistics from the market research center of Securities Daily, yesterday, despite the total net outflow of large single capital in Shanghai and Shenzhen stock markets of 19.36 billion yuan, there were still 353 stocks showing a net inflow of capital and rising against the market Among them, the industries with the largest single capital inflow and the number of stocks rising against the market, such as pharmaceutical biology (46.02%), food and beverage (24.19%) and information equipment (22.92%), accounted for the largest proportion, and 118 stocks in the three sectors had the largest single capital inflow of 1.988 billion yuan on that day Today, this paper analyzes the investment opportunities of the above three sectors for the readers Analysts pointed out that the medical and biological plate red against the market due to three factors First of all, the pharmaceutical and biological sector has a strong long-term certainty and has always been a strong defensive sector, often becoming a safe haven for weak market funds Yesterday, the market fell sharply, and panic spread rapidly, so the logic of transferring positions to buy Pharmaceutical safe haven came into effect again Secondly, with the overall decline of the concept of Shanghai Free Trade Zone, there are signs of switching short-term market hot spots From the time point of view, the third quarter report market or gradually enter the capital industry From the published third quarter report performance forecast, the performance growth of the pharmaceutical sector is basically confirmed In addition, after the recent two months of adjustment, the investment value of high-quality pharmaceutical stocks with variety and marketing advantages is highlighted Specifically, of the 23 Shenwan level industry indexes, only the pharmaceutical and biological sectors and food and beverage sectors closed in red, up 1.15% and 0.39% respectively; the rest 21 sectors fell across the board, with transportation, commercial trade and catering tourism leading the decline, all of which were above 3% Among the components of Shenwan pharmaceutical index, Xinfu Pharmaceutical Co., Ltd rose by 8%, Dean diagnostics rose by 8%, Yibai Pharmaceutical Co., Ltd., shutaishen Pharmaceutical Co., Ltd and Baiyunshan Pharmaceutical Co., Ltd all rose by more than 7%; while among the falling stocks, Jiaotong University, ANGLI Pharmaceutical Co., Ltd fell the most, down 6.52%, first pharmaceutical Co., Ltd and Shanghai Pharmaceutical Co., Ltd fell 5.19% and 4.17% respectively, and the rest fell below 4% In terms of varieties, Qilu Securities proposes to allocate pharmaceutical enterprises with advantageous variety resources and attractive valuation, and continue to focus on non pharmaceutical fields such as diagnosis and big health, including Kunming Pharmaceutical, HongRi pharmaceutical, Tianshili, zoelli pharmaceutical, Kangyuan pharmaceutical, Yunnan Baiyao, Tangshan Beijian, etc.