A shares enter the sprint stage Who will be the final winner of this year?

The analysis said that in the short term, consumer companies have recovered strongly; in the medium and long term, they are optimistic about emerging industries such as scientific and technological innovation and carbon neutrality

At the end of October, after several days of correction, the two A-share markets both went higher, and the mood gradually warmed up, and finally closed in a red market.

In October, the cumulative net purchase of northbound funds reached 32.84 billion yuan, which has shown a net purchase trend for 13 consecutive months.

In the past 10 months, there are many phenomena in A-shares that have become the focus of market attention:

In the five trading days since October 22, the market has experienced a continuous phenomenon of the first day of the listing of new stocks, breaking the "undefeated myth" of new stocks, and investors who are accustomed to winning the lottery have exclaimed, "The era of new shares winning the lottery is over." Next, on November 4, China Mobile will also return to A shares, referring to the performance of China Telecom on the first day of return to A, we will wait and see.

On the morning of October 28, the Flush APP was unable to view self-selected stocks, could not view trading accounts, etc., and seemed to have a "system crash", the incident once appeared on Weibo hot search first, and the Securities Regulatory Bureau also issued a regulatory letter to Flush. After the failure of the flush, there are also brokers who take the opportunity to start advertising their own APP.

On October 29, the stock price of "Battery Mao" Ningde Times hit a record high, and the intraday market value exceeded 1.5 trillion yuan for the first time, ranking third in A-shares. It is second only to Kweichow Moutai in 2.5 trillion yuan and ICBC in 1.65 trillion yuan.

The end of October also means that the three quarterly reports of A-shares have been basically disclosed, and 4555 listed companies have appeared on their report cards. Among them, there are 100 billion white horse stocks Yunnan Baiyao rushing to the hot search because of the floating loss of more than 1.5 billion yuan in stock speculation; there is BYD with a market value of nearly 900 billion yuan that does not increase profits, "selling the most cars, making the least money"; there are 200 billion Vanke A fell below the net value, the performance of the three quarterly reports dragged down the stock price, net profit, gross profit margin and other core financial indicators are inferior to the same period last year.

The performance of the three quarterly reports is considerable, focusing on cyclical industries, including steel, coal, non-ferrous metals, chemicals and so on. At the same time, with the rapid development of the new energy industry chain, new energy vehicles, lithium batteries and other fields have also become representative industries with high performance growth. From the perspective of public fund positions in the third quarter, the stock market value reached 6.35 trillion yuan, and the new energy, pharmaceuticals and securities companies in the top stocks with the largest market value were significantly increased by public funds.

It is worth mentioning that in the case of the global epidemic situation is still severe, from January to September in China, the total profit of industrial enterprises above designated size in China was 6,344.08 billion yuan, an increase of 44.7% year-on-year, an increase of 41.2% over January-September 2019, and an average increase of 18.8% in two years. Among the 41 industrial sectors, 35 industries saw a year-on-year increase in total profits. Guangzhou's local gdp exceeded 2 trillion yuan in the first three quarters, an increase of 9.9% year-on-year, the added value of the primary to tertiary industries exceeded 5%, and the economic operation showed the characteristics of "stable operation and stable energy storage", which further laid a good foundation for the completion of the annual economic development goals and tasks.

The economy is showing vigorous vitality, the last two months of 2021 sprint, who will be the final winner in the A-share market? How will the market behave next? The analysis pointed out that the double eleven is approaching, and consumption expectations are heating up. Judging from the disclosed three quarterly report data, consumer listed companies have recovered strongly, the fourth quarter is the traditional consumption peak season, and we can actively pay attention to the sub-industry leaders with high growth expectations, and actively optimistic about emerging directions such as scientific and technological innovation and carbon neutrality in the medium and long term.

■ New Express reporter Tu Bo/Wen Liao Muxing/Photo