Comments on A-shares： The Growth Enterprise Market index closed down nearly 4%, with over 4,300 stocks falling in the whole market.
The three A-share indexes fell collectively today. At the close, the Shanghai Composite Index fell by 1.45%, the Shenzhen Component Index fell by 2.62%, the Growth Enterprise Market Index fell by 3.91%, and the Beizheng 50 Index fell by 0.75%. The total market turnover was 1,863.3 billion yuan, 7.9 billion yuan higher than the previous day. More than 4300 stocks in the whole market are floating green.
On the theme of the plate, Sora concept, education and short play games were among the top gainers, while military industry and chip concepts were among the top losers.
On the disk, the application direction of AI led the rise all day, with (), (), (), (), (), (), (), () and other daily limit. The concept of consumer electronics was among the top gainers, with (), () and () daily limit. Chip stocks were among the top losers, while (), () and Zhongwei Company fell more than 9%. Military stocks led the decline, () fell, () and () were among the top losers.
Plate analysis:
Straight flush hot stock list:
Daily limit ladder list:
[9] ().
[5] ().
[4] ().
[3 Lianban] (), Zhongke Jincai, (), ().
[2] (), (), (), (), (), (), ().
List of the strongest outlets:
NO.1 [Huawei concept] There are 20 daily limit stocks and 12 connected stocks in the plate, and the maximum number of connected stocks is 10 days and 9 boards. The representatives of daily limit stocks are Sunrise Oriental and Zhonganke.
NO.2 [E-commerce] There are 16 daily limit stocks and 2 connected stocks, with the maximum number of connected stocks being 4 boards in 5 days. The representatives of daily limit stocks are Zhongke Jincai and ().
NO.3 [Artificial Intelligence] There are 16 daily limit stocks and 6 connected stocks, with the maximum number of connected stocks being 6 days and 4 boards. The representatives of daily limit stocks are Zhongke Jincai and Nanxing.
Transaction review:
At 09:00, FTSE China A50 index futures opened down 0.33%, after closing down 0.36% at night.
At 09: 25, A shares opened, the Shanghai Composite Index opened 0.30% lower, the Shenzhen Component Index opened 0.49% lower and the Growth Enterprise Market Index opened 0.69% lower.
At 09:26, the concept of solid-state battery was in a downturn at the beginning, () hit the limit, and (), (), () and () followed.
At 09: 27, the steering wheel of AI application became active at the beginning. Zhongke Jincai had four boards for five days, and Nanxing shares had a daily limit, and (), (), () and () followed suit.
At 09: 32, the concept of SORA rose, (), Tianyu Digital Branch went up, and Easy Point Tianxia, (), (), Danghong Technology went up. In the news, byte is dream will be launched on the video generation model PixelDance before Sora is released.
09:37 () After the resumption of trading, the company stopped issuing shares to purchase the equity assets of Zhanding Technology.
At 09:39, the concept of small metal fell, () approached the limit, and Dongfang Zirconium Industry, (), (), () and () followed.
At 09:45, the Growth Enterprise Market index fell more than 1% at the beginning, while the Shenzhen Stock Exchange Index is now down 0.72%, and more than 2,800 stocks in the two cities are floating green.
At 09:50, the education stocks rose, () the daily limit, and Doushen Education rose by over 14%, followed by (), (), () and ().
At 09:53, the high-end stocks strengthened locally, Daqian Ecological was 9 consecutive boards, and the shares of Dongfang, () and Yuegui rose daily.
At 09:55, chip stocks fluctuated lower, and Tongfu Microelectronics fell more than 6%, followed by Zhongwei Company, (), Hua Hong Company, () and Shanghai Silicon Industry.
09:57 According to () iFinD data, up to now, the turnover of Shanghai, Shenzhen and Beijing has exceeded 500 billion yuan, a decrease of 45 billion yuan from the previous day; Among them, the turnover of Shanghai Stock Exchange was 198.9 billion yuan, that of Shenzhen Stock Exchange was 294.4 billion yuan, and that of Beizheng 50 was 9.3 billion yuan.
At 10:01, the Hang Seng Technology Index rose more than 1%, and the Hang Seng Index is now up 0.45%.
At 10:06, Pinduoduo’s concept moved up, with online and offline, easy to point to the world, () daily limit, () rising by over 10%, (), () and so on.
At 10: 22, the concept of AI glasses rose, () and () went up, and (), Guoguang Electric, () and () went up.
At 10:41, the concept of consumer electronics oscillated and rose, while rambler, () and Aohai Technology had daily limit, while (), () and () followed up rapidly.
At 10:52, the concept of solid-state battery bottomed out, and (), (), and new research materials went up, while (), () and Nai Tian Science and Technology followed suit.
At 11:08, the military stocks fluctuated lower, Guangqi technology fell, and China Satcom, (), Xinyu Guoke, China UAV, () followed.
At 11:15, the turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the 33rd consecutive trading day.
At 13:09, food stocks were active in the afternoon, with both () and () daily limit, while (), (), () and () followed suit.
At 13:23, the Beizheng 50 Index rose more than 1% in the afternoon, and once fell more than 2%.
At 13:45, the Growth Enterprise Market index fell to 2% in the afternoon, the Shanghai Composite Index fell by 0.10% and the Shenzhen Component Index fell by 0.90%.
At 13:51, the photovoltaic concept stocks fluctuated lower, () stopped, () and () fell more than 5%, and (), () and () followed.
At 13:59 (), the turnover reached 10 billion yuan, up 5.07% now.
14:17 According to the straight flush iFinD data, up to now, the turnover of Shanghai, Shenzhen and Beijing has exceeded 1.5 trillion yuan, including 596.1 billion yuan in Shanghai, 873.3 billion yuan in Shenzhen and 30.5 billion yuan in Beizheng.
At 14:23, the Growth Enterprise Market index fell to 3% in the afternoon, the Shanghai Composite Index fell by 0.69%, and the Shenzhen Component Index fell by 1.76%. More than 3,800 stocks in the whole market floated green.
At 14:29, brokerage stocks fluctuated lower, () fell more than 7%, followed by (), (), (), CITIC Securities and Dongxing Securities.
At 14:33, the Shanghai Composite Index fell more than 1%, the Shenzhen Component Index fell more than 2%, and the Growth Enterprise Market Index fell more than 3%.
At 14:50, FTSE China A50 index futures fell more than 1%.
News:
1. CITIC Securities: The main investment line of the technology industry will continue to revolve around AI.
Citic Securities Research Report pointed out that looking forward to 2025, the main investment line of the technology industry will continue to revolve around AI. With the continuous progress of large-scale model capabilities in multi-modal and logical reasoning, AI is expected to be deeply integrated with the digital intelligent transformation of thousands of industries, and will continue to drive investment in science and technology industries from computing infrastructure to terminal applications. It is recommended to pay attention to investment opportunities in AI computing power, applications and data, and AI terminals. With the warming of the macroeconomic environment and the gradual landing of industrial policies, it is suggested to pay attention to the investment opportunities in sub-sectors such as Internet, Android consumer electronics, automobile industry chain, semiconductors and operators under the background of demand recovery.
2. The financing balance of the two cities decreased by 7.249 billion yuan.
As of November 14, the financing balance of the Shanghai Stock Exchange was 945.413 billion yuan, a decrease of 2.812 billion yuan compared with the previous trading day; The financing balance of Shenzhen Stock Exchange was 886.454 billion yuan, a decrease of 4.437 billion yuan compared with the previous trading day; The two cities totaled 1,831.867 billion yuan, a decrease of 7.249 billion yuan compared with the previous trading day.
3. It is convenient for people who frequently travel between Hong Kong and Macao to pilot the "no-show-documents" border inspection channel at Guangdong ports.
The People’s Republic of China (PRC) Exit-Entry Administration announced on the 15th that in order to further facilitate personnel exchanges between the Mainland and Hong Kong and Macao, and improve the efficiency of customs clearance, from November 20, 2024, some fast-track border inspection channels will be upgraded on a pilot basis at Shenzhen Bay Port in Shenzhen, Guangdong Province and Gongbei Port in Zhuhai City, so that people who frequently travel to Hong Kong and Macao for personal reasons can pass through the "certificate-free" channel. According to the announcement, mainland residents who have reached the age of 14 and have valid passes to and from Hong Kong and Macao, as well as valid passes for Hong Kong and Macao residents to and from the Mainland (including non-China residents), and agree that the border inspection authorities can collect information such as verification faces and fingerprints, can choose to use the "no need to show their documents" channel at the border inspection site. If you choose other inspection channels, you need to hold your valid entry-exit certificate to accept entry-exit border inspection. Mainland residents who hold business entry and exit certificates are not allowed to pass through the "no-show-documents" channel for the time being, but should still accept entry and exit frontier inspection through other inspection channels. (CCTV News)
4. The central bank conducted a seven-day reverse repurchase operation of 981 billion yuan today.
According to the central bank, in order to hedge the influence of the expiration of the Medium-term Lending Facility (MLF) and the peak tax period, and to maintain a reasonable and abundant liquidity in the banking system, on November 15th, 2024, the People’s Bank of China launched a reverse repurchase operation with a fixed interest rate and quantity bidding, and the winning interest rate was 1.50%, which was the same as before.
5. National Bureau of Statistics: In October, the decline in the sales price of commercial housing in cities of all lines narrowed overall, while the second-hand housing in first-tier cities increased.
In October 2024, among 70 large and medium-sized cities, the sales price of commercial housing in each line city narrowed or turned up, and the year-on-year decline stabilized, and the real estate market is expected to further improve. (National Bureau of Statistics)
6. Trump said that the Russian-Ukrainian war must stop.
Trump said that the Russian-Ukrainian war must stop. (Cailian)
7. National Bureau of Statistics: In October, the added value of industrial enterprises above designated size increased by 5.3% in real terms.
In October, the added value of industrial enterprises above designated size actually increased by 5.3% year-on-year (the growth rate of added value is the real growth rate after deducting the price factor). From the ring comparison, in October, the added value of industrial enterprises above designated size increased by 0.41% compared with the previous month. From January to October, the added value of industries above designated size increased by 5.8% year-on-year. (National Bureau of Statistics)
8. National Bureau of Statistics: From January to October 2024, the national fixed asset investment increased by 3.4%.
From January to October, 2024, the national fixed assets investment (excluding farmers) was 42,322.2 billion yuan, up 3.4% year-on-year, of which the private fixed assets investment was 21,277.5 billion yuan, down 0.3%. From the ring comparison, investment in fixed assets (excluding farmers) increased by 0.16% in October. (National Bureau of Statistics)
9. National Bureau of Statistics: In October, the national economy operated steadily and made progress, and major economic indicators rebounded significantly.
According to the National Bureau of Statistics, on the whole, in October, with the accelerated implementation of the stock policy and the launch of a package of incremental policies, the national economy operated steadily and made progress, the main indicators rebounded significantly, and the positive factors accumulated. However, we should also see that the external environment is becoming more complicated and severe, the effective domestic demand is weak, and the foundation for sustained economic recovery remains to be consolidated. In the next stage, we should adhere to the guidance of the Supreme Leader’s Socialism with Chinese characteristics Thought in the new era, fully implement the spirit of the 20th National Congress of the Communist Party of China and the Second and Third Plenary Sessions of the 20th Central Committee, adhere to the general tone of striving for progress while maintaining stability, implement the new development concept completely, accurately and comprehensively, solidly promote high-quality development, accelerate the construction of a new development pattern, make efforts to implement a package of incremental policies, consolidate and enhance the economic recovery and strive to achieve the goals and tasks of economic and social development throughout the year. (National Bureau of Statistics)
10. National Bureau of Statistics: In October 2024, the total retail sales of social consumer goods increased by 4.8%.
In October, the total retail sales of social consumer goods was 4,539.6 billion yuan, up 4.8% year-on-year, and the growth rate was 1.6 percentage points faster than that of the previous month. Among them, the retail sales of consumer goods other than automobiles was 4,094.4 billion yuan, an increase of 4.9%. From January to October, the total retail sales of social consumer goods reached 39,896 billion yuan, up 3.5% year-on-year. Among them, the retail sales of consumer goods other than automobiles reached 35,903.9 billion yuan, an increase of 3.9%. (National Bureau of Statistics)
11. Huawei has worked with more than 100 enterprises to build a smart ecosystem.
The reporter was recently informed that Huawei has been laying out the wisdom of the body for many years, actively laying out relevant root technologies and industrial innovation empowerment around the big model of the body, and has built a smart ecosystem with over 100 enterprises. (Securities Times)
12. Leju Robot, Zhaowei Electromechanical and Tuosida signed cooperation with Huawei (Shenzhen) Global Intelligent Industry Innovation Center.
The signing ceremony of enterprise cooperation memorandum of Huawei (Shenzhen) Global Intelligent Industry Innovation Center was held today. Leju Robot, (), Shenzhen Dazu Robot, Moying Technology, (), Independent Variable Robot and other enterprises participated in the signing ceremony. According to informed sources, Huawei will cooperate with contracted enterprises in application scenarios. (science and technology innovation board Daily)
13. Shenzhen issued a risk compensation plan for scientific and technological innovation seed fund, with the insurance period of up to 15 years.
On November 15th, Shenzhen released the risk compensation scheme of seed fund for scientific and technological innovation at the 26th Hi-Tech Fair, introducing scientific and technological insurance to protect "patient capital and bold capital" and promote the industrialization of hard scientific and technological achievements. The risk compensation scheme will introduce science and technology insurance compensation, take the seed-stage enterprises or projects invested by seed funds as the insurance target, and share the transformation risk of scientific and technological achievements of the invested projects through insurance, and the insurance period can be up to 15 years. When the sub-fund expires, a professional third-party institution will identify the transformation results of scientific and technological achievements, and the insurance institution will compensate the relevant parties for the losses of the projects that have not been successfully transformed. At the same time, the "insurance-investment linkage" model is established, and insurance funds can participate in seed-stage project investment through "preemptive right". Through such a series of system designs, the pain points of capital "unwilling to invest and afraid to invest" such as high risk and long cycle in early projects are solved. (Securities Times)
14. The scope of policy support for urban village reconstruction has been extended to nearly 300 cities at prefecture level and above.
Recently, the Ministry of Housing and Urban-Rural Development and the Ministry of Finance jointly issued a notice, clarifying that the scope of policy support for urban village reconstruction has been further expanded from the initial 35 mega-cities to nearly 300 cities at prefecture level and above. (CCTV News)
15. Yu Chengdong: Zunjie will be released together with Mate70 before the end of November.
Yu Chengdong, managing director of Huawei, chairman of BG, and chairman of BU, a smart car solution, said at the 2024 Guangzhou Auto Show today that Zunjie will be released together with Mate70 at the press conference before the end of November. (Cailian)
16. National Bureau of Statistics: China’s real estate market has entered a new stage of development. In the future, it will shift from quantitative expansion to quality optimization.
Fu Linghui, a spokesperson for the National Bureau of Statistics, said that a package of measures to promote the real estate market to stop falling and stabilize was effective, and the real estate market showed positive changes in October. With the further release of the effectiveness of various policies, the kinetic energy to promote the real estate market to stop falling and stabilize will be enhanced. Therefore, we are optimistic about the later trend of the real estate market. However, we should also see that after a long period of rapid expansion, China’s real estate market has entered a new stage of development, and the future will shift from quantitative expansion to quality optimization to better meet the diverse housing needs of residents. In the next stage, we should actively adapt to the objective reality that the relationship between supply and demand in the real estate market has undergone profound changes, strictly control the increment, optimize the stock, improve the quality, make concerted efforts in optimizing land, finance and taxation, and financial policies, accelerate the construction of a new model of real estate development, and promote the stable and healthy development of the real estate market. (China Network)
17. Hong Kong Stock Exchange: Launched the Hang Seng Hong Kong Stock Exchange Shanghai-Shenzhen-Hong Kong Stock Connect China Enterprise Index.
The Hong Kong Stock Exchange announced that the company cooperated with Hang Seng Index Company to launch the Hang Seng Hong Kong Stock Exchange Shanghai-Shenzhen-Hong Kong Stock Connect China Enterprise Index, which will be released on November 21, 2024. The index covers 80 China enterprises with the highest market value and aims to provide global investors with a comprehensive and authoritative benchmark to capture investment opportunities in the China market.
18. Contemporary Amperex Technology Co., Limited developed robots and contacted many external companies.
() Robots are being developed internally. A person familiar with the matter told the reporter that Contemporary Amperex Technology Co., Limited 21C Innovation Laboratory, which focuses on cutting-edge technology research, has set up a team of about 20 people to develop robotic arms. For the above news, the reporter asked Contemporary Amperex Technology Co., Limited for verification. As of press time, Contemporary Amperex Technology Co., Limited had no reply. (36Kr)