北京新冠疫情加剧,市场是否会二次探底?

15th January, 2022

背景: 北京突发公共卫生事件应急响应级别上调为二级(重大应急响应):

6月11日,北京市在连续57天无新增本地确诊病例后,再次出现本地病例。

6月16日北京市应急响应级别由三级调至二级。截至6月17日,北京市累计报告157例累计确诊病例,所有病例均与新发地农产品批发市场有直接或间接的流行病学关联。6月16日北京市应急响应级别由三级调至二级。
此轮疫情已波及9个区(丰台、大兴、海淀、房山、西城、东城、朝阳、石景山和门头沟,占全市56.3%)、28个街道(1个高风险、27个中风险,占全市8.3%),并在三个省引发相关病例(河北3例,辽宁2例,四川1例)。

二级重大响应下,北京社区重新实行封闭式管理和健康监测。

 

 

市场表现:上证指数,沪深300指数略微下探

6月11日,受疫情消息影响,午后市场迅速走弱,截止当日收盘,上证指数沪深300指数均跌超0.7%。同期美国市场因为疫情可能二次爆发的担忧,美股当日大跌,三大指数均跌超5%。

6月12日,受外盘影响,中国A股指数大幅低开,盘内随着医疗概念股拉升,市场情绪有所回升,上证指数收盘报跌0.04%。

来源: Wind

 

市场是否会二次探底?二次探底不太可能

我们的中国市场分析师认为,市场走势随着资金的情绪会有所反复,但出现像3月份的大跌的可能性不大,二次探底的不太可能出现。原因如下:

  • 中国的宏观基本面基本已经回暖,复工复产在4月底已经基本完成。
  • 与2月实行的一级响应不同,二级应急响应级别下不需要停工停产,仅下调办公楼宇到岗率,鼓励远程、居家等弹性办公等
  • 中国股市当前仍未修复到疫情爆发之前的价格水平
  • 市场对疫情带来的负面影响存在“学习效应”,二三月的首次冲击过后,市场对新冠疫情的恐慌程度大幅降低
  • 中国对控制,监测,治疗新冠病毒的能力与武汉战疫初期相比,有了大幅增强。检测能力上仅在6月14日当日,北京就完成核酸检测76,499人。检测的阳性准确率已达到70%至80%。病毒出现大面积扩散的可能性不大。
     

 

来源: Wind

自6月11日以来,医药板块表现突出,截至6月17日申万医药生物行业指数上涨超7.4%,跑赢同期大盘约7%。随着抗疫进入常态化,相关医药公司的业绩有望得到新一轮持久的增长。以下是是市值前十的新冠疫情概念的医疗股(限包含在沪港通与深港通内):

来源:Wind

 
此外,目前机构普遍预期,5月社零同比跌幅或将收窄至-2%左右,线上消费有望大幅增长(1)。线上购物相关个股在5月6月的表现同样亮眼。6月18日,京东在香港二次上市,上市前日,京东暗盘上涨7%,京东成为继网易之后新的港股“吸金王”。
错过京东与网易,是很可惜,那么就不要错过下个可能的“吸金王”,据悉,包括百胜中国(旗下拥有肯德基,A&W)等知名中概股也将赴港上市。
若您想要参与新股交易,但是错过新股申购,不用担心,辉立证券提供暗盘交易助您快人一步,拔得头筹。不懂什么是暗盘和交易细节?下文五个问题与解答帮您全面了解暗盘交易。

 
Q1:暗盘交易是什么?

通常暗盘交易都是在新股上市前一天,不过不是通过交易所的系统,而是通过券商内部的系统进行撮合报价。关于暗盘价和上市价的关系,尽管暗盘的涨跌从一定程度上体现了新股的受追捧程度,但暗盘价并不能全面反映市场需求,买卖盘透明度不高,因此暗盘价并不能被视作该股的走势指标。

Q2: 辉立暗盘交易细则
新加坡/北京时间:
全天交易:04.15pm – 06.30pm
半天交易:02.15pm – 04.30pm

Q3: 辉立暗盘是否有实时价格?
暗盘是有实时价格的,且无需单独订阅。

Q4: 交易佣金是多少?
与您当前使用账户交易港股佣金相同

Q4: 结算细节是如何?
通过暗盘进行的交易也将遵循香港结算周期规则。在暗盘交易中成交的订单,交易日期将是新股上市日期,同时也有资格享有合并协议和对敲。结算日期:从交易当天算起的后两个市场交易日(T+2)。结算货币:港币或新币。
 
如果想要交易暗盘,请随时联系我们
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