A-share afternoon comment： the three major indexes were mixed in early trading, and superconducting concept stocks strengthened.
The three major indexes of A-shares were mixed in early trading. By midday, the Shanghai Composite Index rose 0.16%, the Shenzhen Component Index fell 0.24%, the North Stock Exchange 50 fell 1.15%, the Growth Enterprise Market Index fell 0.42%, and the half-day turnover in Shanghai and Shenzhen stock markets was 528.4 billion yuan. More than 2,900 stocks in the two cities rose. Northbound funds sold 1.689 billion yuan in half a day.
In terms of plate themes, superconducting concepts, integrated die casting, and 3D printing were among the top gainers; Weight loss drugs, precious metals, innovative drugs and other sectors are floating green.
On the disk, superconducting concept stocks changed near midday. (1) The daily limit rose linearly, (2) It rose by more than 16%, and (3), (3), (4) and (4) followed suit. In the news, recently, quantum physicists at Delft University of Technology in the Netherlands proved for the first time that it is possible to control and manipulate spin waves on chips by using superconductors. Auto parts picked up, led by gasification and die-casting, () and () both had daily limit, () rose by over 10%, and (), () and () followed; Liquor stocks surged back in early trading, () rose by more than 6%, () and () rose by more than 3%. In the news, Kweichow Moutai announced that the ex-factory price of Kweichow Moutai will be raised by 53 degrees from today, with an average increase of about 20%. The concept stocks of diet pills pulled back in early trading, () fell more than 7%, while (), (), () and Borui Medicine fell.
Plate analysis:
Straight flush hot stock list:
Transaction review:
At 09: 25, A shares opened, the Shanghai Composite Index opened 0.64% higher, the Shenzhen Component Index opened 0.35% higher, the Growth Enterprise Market Index opened 0.04% higher, and liquor stocks rose sharply.
At 09:26, liquor stocks rose sharply, Kweichow Moutai approached the daily limit, and LU ZHOU LAO JIAO CO.,LTD, Wuliangye, (), (), () and other stocks rose more than 5%. In the news, Kweichow Moutai announced that the ex-factory price of Kweichow Moutai would be raised by 53 degrees from today, with an average increase of about 20%.
At 09:35, the game and media stocks initially rose, () rose by over 7%, and (), (), (), (), () and () surged in succession.
At 09:39, the real estate development sector fell at the beginning of the session, () fell more than 5%, followed by (), (), (), () and ().
At 09:40, the mask aligner plate fell at the beginning of the session, with (), () and () falling more than 5%, followed by (), () and Maurai Optics.
At 09:41, liquor concept stocks surged back. (1) When the daily limit was opened, the increase rate of Kweichow Moutai narrowed to 6%, while Wuliangye, LU ZHOU LAO JIAO CO.,LTD and Shede Liquor declined in succession.
At 09:44, the game and media stocks continued to rise, with Baina’s daily limit of 20CM, () and Giant Network’s daily limit, and Glacier Network rose by over 12%. (), Shengtian Network, () and other stocks rose by over 5%.
At 09:54, the recombinant protein concept stocks were active, () 3 boards in 4 days, and the nearshore protein once surged by 10%, () and Opmai followed suit.
At 10:00, the turnover of Kweichow Moutai reached 10 billion yuan, up by 5.61%.
10:00 According to () iFinD data, half an hour after the opening, the turnover of Shanghai and Shenzhen stock markets reached 276.6 billion yuan.
At 10: 06, the three A-share indexes collectively turned green, with the Shanghai Composite Index down 0.08%, the Shenzhen Composite Index down 0.55% and the Growth Enterprise Market Index down 0.88%.
At 10: 10:10 CRO concept stocks fluctuated lower, () fell by nearly 4%, () and () fell by more than 3%, and (), (), Haoyuan Pharmaceutical and Medici followed suit.
At 10:16, the auto parts sector oscillated higher, with (), (), () and () daily limit, () rising by over 11%, (), () rising by over 7%.
At 10:47, the Internet e-commerce sector rose, () rose by more than 6%, () rose by more than 3%, and (), (), (), () and so on.
At 10: 59, the three major A-share stock indexes rose again, the automobile sector strengthened, and the integrated die-casting direction led the rise.
At 11:03, new energy track stocks such as wind power and photovoltaic bottomed out, () rose by over 8%, () rose by over 5%, and (), (), (), () and () rose one after another.
News:
1. CICC: The A-share market responded positively to previous financial work conferences in a short period of time.
() The research report pointed out that this financial work conference should be based on the present and long-term, which will have a positive impact on the current market situation and medium-and long-term development. To sum up, this financial work conference not only clarified the financial orientation and the direction of China’s financial work in the medium and long term, but also made specific and targeted deployment and guidance in light of the current situation. Looking back at the previous financial work conferences, it has played an important role and influence in deploying and coping with the shareholding system reform of state-owned banks, improving the RMB exchange rate formation mechanism, promoting financial openness, improving multi-level capital markets, and building a regulatory framework. From the impact on the capital market, historical experience shows that although it is difficult to simply compare the performance of different range markets and industries, the A-share market has responded positively to previous financial work conferences in the short term. Statistics show that the Shanghai Composite Index rose by a median of about 9% within one month after the previous financial work conferences were held. Combined with the spirit of this meeting, following the the Political Bureau of the Central Committee meeting in July, this meeting will mention "active capital market", which will help to further boost the current investors’ risk appetite; In the medium and long term, the financial work conference’s planning and directional guidance on the financial mechanism system, including the capital market, will help to promote the development of China’s characteristic finance and help Chinese modernization.
2. CITIC Securities: the first financial power to promote high-quality development.
Citic Securities Research Report pointed out that the Central Financial Work Conference was held on October 30-31, which pointed out that there are still some contradictions and problems in the current financial field, and it is necessary to speed up the construction of a financial power. Accelerating the construction of a financial power and promoting the high-quality development of China’s finance is an important connotation of realizing Chinese modernization, especially under the background that the foundation of economic restoration is still not stable and financial risks still exist. Financial services to the real economy are the focus of this meeting. It is expected that the central bank will pay more attention to cross-cyclical and counter-cyclical adjustment, innovate structural monetary policy tools, support key areas and weak links, and maintain exchange rate stability.
3, after nearly six years, the price increase is nearly 20%! Kweichow Moutai: price adjustment made by comprehensive factors
According to CBN, the reporter called Kweichow Moutai as an individual investor this morning. The staff of the company’s investor hotline said that it is normal and reasonable for the company to adjust the ex-factory price of some products, because the company fully considered the price adjustment made by the macroeconomic environment and changes in market supply and demand. The company takes into account the long-term development of the enterprise, as well as the ex-factory prices of some products adjusted on the basis of long-term market stability.
4. The central bank conducted a 7-day reverse repurchase operation of 391 billion yuan today, and the winning bid rate was 1.80%.
The central bank today conducted a 7-day reverse repurchase operation of 391 billion yuan, and the winning bid rate was 1.80%, which was the same as before.
5, Feitian price increase by 20%! Kweichow Moutai: the market guidance price remains unchanged, and the inspection and investigation maintain the market order.
According to the Securities Times, on the evening of October 31, Kweichow Moutai issued a major announcement. After research, it was decided to raise the ex-factory price of 53%vol Kweichow Moutai (Feitian and Wuxing) from November 1, 2023, with an average increase of about 20%. In this regard, the reporter called Kweichow Moutai as a consumer. The relevant staff of the company said that the company made price adjustment considering the changes in market supply and demand. The price increase mainly involved 53 degrees and 500 ml of Feitian, as well as the same series of specifications of Feitian, 50 ml, 200 ml, 375 ml and 1 liter of Feitian are also the price adjustment categories. At present, the guiding price of Feitian market remains unchanged, but the ex-factory price of dealers has improved. The guiding price of 1,499 yuan/bottle in I Maotai, direct stores and regular specialty stores remains unchanged. For the flying price of nearly 3,000 yuan in the market, the staff said that Feitian Maotai has been in short supply, which is also determined by the market. Maotai has also been doing the maintenance of market order, channel management and policy restraint. The company will also check and investigate, and once it finds behaviors that disrupt market order and harm the interests of enterprises and consumers, it will also deal with them according to laws and regulations.
6. Kweichow Moutai announced the price increase! A number of liquor companies: wait and see.
According to CBN, regarding the announcement that Kweichow Moutai recently raised the ex-factory price of some Kweichow Moutai, this morning, the reporter called Wuliangye, LU ZHOU LAO JIAO CO.,LTD, () and other liquor companies as individual investors. The staff of Wuliangye investor hotline said that the company has just paid attention to the price adjustment announcement of Kweichow Moutai, and there is no plan to increase the price at present, so it will wait and see. The staff of LU ZHOU LAO JIAO CO.,LTD Investor Hotline said that the price adjustment of Kweichow Moutai has a positive impact on the liquor industry, and the company will carefully consider it. There is no relevant plan for the time being, and the actual announcement shall prevail. In addition, the staff of Shanxi Liquor Investor Hotline said that the company’s products are usually adjusted, but there is no substantial price adjustment, which is a daily price adjustment measure.
7. vivo released the self-developed AI model "Blue Heart Model".
According to 36Kr, vivo released a self-developed AI model "Blue Heart Model" with 7 billion parameters. Shi Yujian, senior vice president of vivo, said that this is the first model in the mobile phone industry.