The two cities continued to diverge and sort, the automobile industry chain made a comeback, and the concept of short dramas fell into adjustment
1. [Morning Disc Review]
On November 23, the Associated Press of Finance reported that the market fluctuated in a narrow range in early trading, and the three major indexes were mixed. The Beijing Stock Exchange 50 Index once rose more than 5%, and then quickly dived into the green. On the disk, the individual stocks of the automobile industry chain collectively strengthened, and many stocks such as Changan Automobile, Bohai Automobile, Dongan Power, and Hunan Tianyan rose to the limit. Pharmaceutical stocks opened higher, with Yue Wan Nianqing, Tailong Pharmaceutical, Guilin Sanjin and other daily limits. The real estate sector fluctuated and strengthened, and Jinke shares and Dalong Real Estate rose to the limit. Consumer electronics concept stocks are active, and Huiwei Technology, Shiyida and other daily limits. In terms of decline, short drama concept stocks fell into adjustment, and Haikan shares and Jiayun Technology fell by more than 10%. Overall, stocks rose more and fell less, and more than 3,700 stocks rose in the whole market. The turnover of the Shanghai and Shenzhen stock markets today was 522.1 billion, a decrease of 22.1 billion from the previous trading day. At the close, the Shanghai Composite Index rose 0.17%, the Shenzhen Component Index rose 0.28%, and the ChiNext Index fell 0.07%. In terms of northbound funds, Shanghai-Hong Kong Stock Connect had a net inflow of 103 million yuan in early trading, and Shenzhen-Hong Kong Stock Connect had a net inflow of 1.37 billion yuan in early trading.
From the perspective of individual stocks, > a total of 33 stocks in the two cities today have a daily limit (excluding ST and new stocks that have not been opened), 23 shares have not closed the daily limit, and the explosion rate of the two cities is 37%. The number of stocks on the board in early trading was 9, including 6 boards of Gravity Media, 4 boards of Dalong Real Estate, 3 boards of Weishi Electronics, Sihuan Biology, Shiyida, Huiwei Technology, Jiangsu Shuntian, Dragon Media, and Tianyuan Intelligent 2 boards.
On the plate, the automobile industry chain has strengthened again, among which Huawei's automobile concept is in the top gainer, Changan Automobile, Tianyin Holdings, Jingquanhua, Bohai Automobile and other stocks are in the first place, and Huayang Group, Dongfeng Motor, Shenglong shares and other stocks are in the front. On the news side, at the 2023 Guangzhou Auto Show, Yu Chengdong, Huawei's executive director, CEO of the terminal BG, and chairman of the intelligent vehicle solution BU, appeared at the auto show.
Guosheng Securities said that with the acceleration of intelligent iteration, car companies are expected to begin to switch from hardware car manufacturing to software ecology, transform profit models, improve brand stickiness, and head car companies are expected to benefit first. In the future, Huawei, Chery, JAC and other cooperative models will be launched soon, and the prosperity of the industrial chain is expected to continue to rise.
The real estate sector was active again, with Dalong Real Estate and Jinke shares both rising to the limit, and Wantong Development, Rongsheng Development, Gemdale Group, and Urban Construction Development leading the gains. On the news side, Shenzhen will adjust the minimum down payment ratio for two houses from November 23. The minimum down payment ratio for personal housing loans for second housing has been adjusted from 70% for ordinary housing and 80% for non-ordinary housing to 40%.
Huatai Securities believes that Shenzhen will once again loosen the leverage on house purchases, further open up the demand-side policy space in first-tier cities, look forward to the continuous implementation of real estate policy optimization, and form a synergy with other economic policy packages to jointly promote economic recovery and stabilize residents' housing price expectations and housing demand.
Pharmaceutical stocks rebounded, among which the concept of anti-influenza trend was stronger, with individual stocks such as Yuewan Nianqing, Tailong Pharmaceutical, Guilin Sanjin, and Changshan Pharmaceutical rising to the limit, and stocks such as Tonghua Jinma, Xinguang Pharmaceutical, and Jinshi Yayao were among the top gainers.
On the news side, the Beijing News reporter interviewed Wang Quanyi, deputy director of the Beijing Municipal Center for Disease Control and Prevention and chief epidemiologist, and said that among the outpatient cases of children in pediatric hospitals such as Beijing Children's Hospital and the First Children's Institute, the top three reasons for medical treatment were influenza, adenovirus, and respiratory syncytial virus. In addition, the Guangdong Food and Drug Administration said that it will continue to promote the implementation of regulatory innovation policies for drugs and medical devices in the Guangdong-Hong Kong-Macao Greater Bay Area, and promote the high-quality integrated development of the traditional Chinese medicine industry in the Greater Bay Area.
Satellite navigation concept stocks moved up, Huali Chuangtong and Jiaxun Feihong rose by more than 9%, and Wantong Development, Gauss Bell, Dianke Chip, Taijing Technology, etc. were among the top gainers. On the news side, Huawei officially announced that it will be held on November 28 ZhixingS7 and Huawei's all-scene press conference, the launch of a new MatePad Pro 11-inch new product, and played the "strength on the 'star', light and easy" slogan, this is the first time that Huawei has expanded the application of Beidou technology in the tablet field after mobile phones and watch products.
On the whole, today's market as a whole continues to be differentiated and organized, but the hot spots in the disk have undergone obvious rotation, the pan-technology direction ushered in a collective repair, Huawei's automobile concept rose in the front, and consumer electronics, robots, satellite navigation and other subdivisions also have a bright performance, in addition to real estate, medicine and other directions are also active. On the other hand, yesterday's strong short drama concept fell into adjustment today, and the direction of the Beijing Stock Exchange 50 also showed an obvious upward and downward trend. Overall, today's funds began to try the high-low cut rotation, and in the afternoon, we will focus on whether the return of pan-technology will be further strengthened.
Analysis chart of the midday daily limit
2. [Market News Focus]
1. On November 23, according to the WeChat public account of "Shanghai Finance", on November 23, the Yangtze River Delta Science and Technology Innovation Equity Investment Fund of the National Social Security Fund held an unveiling ceremony in Shanghai. The Yangtze River Delta Special Fund is funded by the National Social Security Fund, with an initial scale of 5.1 billion yuan, and IDG Capital serves as the fund manager, investing and operating in a market-oriented and professional manner. According to reports, the fund will focus on key areas such as integrated circuits, biomedicine, artificial intelligence, electronic information, life and health, new energy vehicles, high-end equipment, advanced materials, Internet of Things, big data, and intelligent manufacturing.
2. On November 23, the Financial Associated Press reported that in response to the recent rapid rise in iron ore prices, the Price Department of the National Development and Reform Commission, the Price Supervision and Competition Bureau of the State Administration of Market Supervision, The Futures Department of the China Securities Regulatory Commission organized a meeting of some iron ore trading enterprises and futures companies to learn about the participation of enterprises in iron ore spot and futures trading, and required relevant enterprises to operate in accordance with the law, not to fabricate and disseminate price increase information, not to deliberately exaggerate the atmosphere of price increases, not to hoard, not to raise prices, not to speculate excessively, and not to manipulate the futures market. The National Development and Reform Commission, the State Administration for Market Regulation, and the China Securities Regulatory Commission will pay close attention to market dynamics, continue to strengthen the linkage supervision of iron ore futures and spots, severely crack down on violations of laws and regulations, and effectively maintain the normal order of the market.
(Finance Associated Press)