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郭家耀: 外圍中概股急挫添壓港股 中藥股受惠國策支持

Kwok Ka-yiu: China and Mainland China stocks rush pressure Hong Kong stocks Chinese medicine stocks supported by country policy

財星評論 ·  Jan 4, 2022 20:56

Guo Jiayao, managing director of Amway Asset Management, said that US stocks developed individually on Tuesday (4th), with the Dow moving upward and hitting another all-time high. The S & P 500 also broke its peak for a while, then took back its high and closed slightly lower. Interest rates on debt rose, technology stocks performed downward, and Tolina pointed to a decline against the market. The US dollar improved, US 10-year bond interest rates rose to 1.64 per cent, and oil and gold prices repeatedly improved. The individual development of Hong Kong stock depositary securities is expected to show a downward trend in the early part of the market.

The mainland stock market rose first and then fell on the first trading day in 2022. The Shanghai Composite Index opened high and closed down 0.2%, with a significant increase in turnover on the Shanghai and Shenzhen stock markets.

The trend of Hong Kong stocks was soft, the index continued to contend at the 23000 level, and trading in the big market remained light. New economy stocks are generally under pressure, the market is looking forward to the widening of interest spreads, financial stocks are performing better, supporting the trend of the market. Industry regulatory news further implemented, the periphery of Chinese stocks generally fell sharply, is expected to drag down the market atmosphere, the index may try again 22800 points support, the upper resistance at 23500 points level.

In addition, National Healthcare Security Administration and the State Administration of traditional Chinese Medicine issued a document earlier, requiring qualified TCM medical institutions to be included in the designated medical insurance, qualified designated TCM medical institutions to be included in the fixed-point scope of direct settlement for medical treatment in other places, and appropriate traditional Chinese medicine and TCM medical services into the scope of medical insurance payment. The Chinese Medicine Administration also requires that the payment policy suitable for the characteristics of Chinese medicine be improved, the budget management of the total amount of medical insurance be strengthened, the target of the total amount should be reasonably determined according to the characteristics of Chinese medicine institutions, and the support for the development of Chinese medicine services in grass-roots medical and health institutions should be increased. Opinions require that qualified TCM medical institutions and retail pharmacies of traditional Chinese medicine be brought into the designated agreement management of health insurance in a timely manner; designated TCM medical institutions that carry out Internet diagnosis and treatment will, in accordance with the regulations, sign a supplementary agreement with regional health insurance agencies, bring the "Internet +" Chinese medicine services provided by them into the scope of medical insurance payment. In addition, according to the regulations, qualified pieces of traditional Chinese medicine, proprietary Chinese medicine, and traditional Chinese medicine preparations of medical institutions will be included in the list of medical insurance drugs, and the tilt to the medical service items with advantages of traditional Chinese medicine will be strengthened. Obtaining the support of the central government for the development of traditional Chinese medicine will bring a continuous boost to the relevant companies, and the outlook for the future is optimistic.

(the author is a SFC licensee and does not hold the above shares.)

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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