A-share evaluation： Growth Enterprise Market refers to 2.93% photovoltaic concept stocks leading the gains throughout the day.
The three A-share indexes collectively closed up today. At the close, the Shanghai Composite Index rose by 0.59%, the Shenzhen Component Index rose by 1.71%, the Growth Enterprise Market Index rose by 2.93%, the Beizheng 50 Index rose by 0.08%, and the turnover of Shanghai, Shenzhen and Beijing was 1,830.8 billion yuan, which was 267.3 billion yuan more than the previous day. More than 4,300 stocks in the whole market rose.
In terms of sector theme, new energy-related sectors such as photovoltaic equipment, solid-state batteries and PET copper foil were among the top gainers, while insurance and precious metals sectors floated green. On the disk, photovoltaic concept stocks rose to the daily limit, and Daquan Energy, Shichuang Energy, (), Haiyou New Materials, () and () exceeded the daily limit of 30 shares; The solid-state battery sector was among the top gainers, with Huasheng Lithium Battery, (), (), () and other daily limit; Shares in the North Stock Exchange staged a roller coaster today, with the North Stock Exchange 50 index rising back and closing up%, and once rose over 10% in intraday trading to set a new record high, while Hualing, Clete and Hengtuo Kaiyuan fell over 10%. High-end stocks split today, (1) recorded 18 boards in 22 days, (2) recorded 23 boards in 26 days, and (1) and (2) dropped significantly in late trading.
Plate analysis:
Straight flush hot stock list:
Daily limit ladder list:
[11] Huali shares
[8 Lian ban] Chuanrun shares
[7 Lian ban] Songfa shares
[6] Lianban Hainengda, Shandong Huapeng and Wanlin Logistics
[5] The electricity is put into operation, which is integrated with environmental protection and intelligent in Taihe.
[4] Lianyuan Composite Materials, Keyuan Pharmaceutical, Dongfang Group and Zhizheng Co., Ltd.
[3 boards] An Daomai A, east china numerical control, Baoxin Technology, Datang Telecom, Shanggong Shenbei
[2 Lianban] Shenzhen Zhenye A, Shenzhen Konka A, (), (), (), (), (), (), Shuangcheng Pharmaceutical, (), (), (), (), (), (), Electronic City, ().
List of the strongest outlets:
NO.1 [Photovoltaic Concept] There are 44 daily limit stocks and 21 connected stocks in the board, with the maximum number of connected stocks being 9 boards in 10 days. The representatives of daily limit stocks are () and ().
NO.2 [New Energy Vehicle] In the plate, there are 26 daily limit stocks and 9 connected stocks, and the maximum number of connected stocks is 6 days and 4 boards. The representatives of the daily limit stocks are () and Haida shares.
NO.3 [Huawei concept] There are 23 daily limit stocks and 9 connected stocks in the sector, with the maximum number of connected stocks being 11 boards in 11 days. The representatives of the daily limit stocks are () and Chuanrun.
Transaction review:
09:00 FTSE China A50 index futures opened down 0.1%.
At 09: 25, A shares opened, the Shanghai Composite Index opened 0.02% higher, the Shenzhen Component Index opened 0.27% higher and the Growth Enterprise Market Index opened 0.7% higher.
At 09:27, Shenzhen’s state-owned enterprise reform plate opened actively, with (), () and Shenzhen Zhenye A bidding at the daily limit, while () and Tellus A opened higher by over 5%.
At 09:29, the M&A and reorganization concept stocks continued to be active at the opening, and Wenyi Technology and Power Production were put into operation, and (), (), () and () were bidding daily limit.
At 09:32, the solid-state battery plate rose at the beginning, Chuanyi Technology went up, Huasheng Lithium Battery rose by over 15%, and Betray, Liwang, () and () followed suit.
At 09:33, the photovoltaic concept stocks rose at the beginning of the session, and TCL Central had a daily limit. (), (), Daquan Energy, () and () rose more than 5%.
At 09:35, the low-altitude economic sector continued to be active, with () daily limit and () rising by over 9%, with (), () and () among the top gainers.
At 09:44, the daily limit of Huali shares recorded 11 consecutive boards, and the turnover exceeded 1 billion yuan.
At 09:45, the high-end stocks continued to be strong, and Hainengda continued its daily limit, recording 18 boards in 22 days, with a turnover exceeding 2.9 billion yuan. Shuangcheng Pharmaceutical has 23 boards in 26 days, and Huali shares have 11 boards.
At 09: 54, the PET copper foil plate oscillated higher, () daily limit, Hujiang materials rose more than 10%, and Far East shares, Dongwei Technology, Putailai and () followed suit.
At 09:57, the stocks of the North Stock Exchange continued to be active, and the increase of the North Stock Exchange 50 Index expanded to 3%.
At 10:00, pork stocks rose, () rose over 9%, and (), (), () and () followed.
At 10:00, the Beizheng 50 Index rose more than 4%, setting a new record high.
At 10:05, the genetically modified plate rose in intraday trading, () rose by more than 10%, followed by Qiule Seed Industry, (), () and ().
At 10:06, the real estate sector rose sharply, with (), () and Shenzhen Zhenye A trading daily limit, and (), () and () rose by over 5%.
At 10:14, the Growth Enterprise Market Index rose to 1%, the Shanghai Composite Index rose by 0.22%, and the Shenzhen Component Index rose by 0.81%.
At 10:14, the household products sector fluctuated higher, with () and () daily limit, and (), () and () were among the top gainers.
At 10:15, the Shenzhen Component Index rose to 1%, the Shanghai Composite Index rose by 0.37%, and the Growth Enterprise Market Index rose by 1.25%.
At 10:22, photovoltaic concept stocks continued to soar, and stocks in the sector rose to the daily limit. TCL Zhonghuan, (), Junda, (), Follette, Daquan Energy, () and other stocks rose to the daily limit.
At 10:29, the North Stock Exchange 50 Index rose by over 6%, and the stocks of the North Stock Exchange continued to be active. Nearly 10 stocks such as Yunli Wuli, Wuhan Landian, Minshida, Weichuang Optoelectronics and Leite Technology had a daily limit of 30CM, and over 40 stocks rose by over 10%.
At 10:34, the North Stock Exchange 50 Index soared by more than 8%, and the shares of the North Stock Exchange rose by more than 60 shares by more than 10%.
At 10:40, the game board oscillated and pulled up, () rose more than 13%, and (), (), (), () and so on followed.
At 10:50, Longji Green Energy hit the daily limit, and the turnover exceeded 8.6 billion yuan.
At 10:53, the Growth Enterprise Market Index rose to 2%, the Shanghai Composite Index rose by 0.39%, and the Shenzhen Component Index rose by 1.25%.
At 11:03, the Growth Enterprise Market Index rose to 3%, the Shanghai Composite Index rose by 0.43%, the Shenzhen Component Index rose by 1.62%, and the whole market rose by over 4,400 shares.
11:09 According to () iFinD data, up to now, the turnover of Shanghai, Shenzhen and Beijing has exceeded 1 trillion yuan, exceeding 40 billion yuan compared with yesterday. Among them, the turnover of Shanghai Stock Exchange was 364.9 billion yuan, that of Shenzhen Stock Exchange was 603.1 billion yuan, and that of Beizheng 50 was 32 billion yuan.
At 11:13, the semiconductor sector continued to be active, () approached the daily limit, and Biyi rose slightly by over 13%, followed by Puran, () and Tuojing Technology.
At 11:15, the rare earth plate changed intraday, and many short-term stocks such as (), () and () were pulled up.
At 11: 31, the three A-share indexes collectively closed up in early trading. By midday, the Shanghai Composite Index rose by 0.82%, the Shenzhen Component Index rose by 2.1%, the Growth Enterprise Market Index rose by 3.45%, and the North Securities 50 Index rose by 8.54%. The half-day turnover of the whole market was 1,120.1 billion yuan, which was 89.7 billion yuan higher than the previous day. More than 4,600 stocks in the whole market rose. In terms of sector theme, new energy sectors such as photovoltaic equipment, solid-state batteries and wind power equipment were among the top gainers, while insurance and banking sectors floated green. On the disk, the stocks of the North Stock Exchange continued to be active. Over 10 stocks such as Yunli Wuli, Wuhan Landian and Minshida had a daily limit of 30CM, and more than 50 stocks rose by over 10%. The North Stock Exchange 50 index reached a new high and rose by over 8% again. Photovoltaic concept stocks are in a frenzy of daily limit, with TCL Zhonghuan, GCL Integration, (), Tongwei, Aixu, (), Junda and Longji Green Energy exceeding 30 daily limit; The solid-state battery sector was among the top gainers, with Huasheng Lithium Battery, Chuanyi Technology, (), Putailai, () daily limit, (), Haimuxing and other stocks rising more than 10%.
At 13:00, FTSE China A50 index futures rose to 1%.
At 13:00, the Shanghai Composite Index rose to 1%, the Shenzhen Component Index rose by 2.49%, and the Growth Enterprise Market Index rose by 4.03%.
At 13:03, the rare earth plate continued to rise in the afternoon, with the daily limit of rare earth in China, Jinli permanent magnet rose by over 10%, (), Dadi Bear and Northern Rare Earth rose by over 7%.
At 13:18, the vitamin sector oscillated and rose, and Brother Technology had a daily limit in the afternoon. (), Huaheng Bio, Jiabiyou and () followed suit.
At 14:13, the turnover of Shanghai and Shenzhen stock markets exceeded 1.5 trillion yuan for the sixth consecutive trading day.
At 14:25, the Beizheng 50 Index surged back, and once rose by more than 10% in intraday trading, and the increase has now narrowed to less than 3%.
At 14: 30, the ST plate was active repeatedly, () and () went out of five consecutive boards, and in addition, more than 20 stocks including () went out of 17 days and 11 boards.
14:45 According to the straight flush iFinD data, up to now, the turnover of Shanghai, Shenzhen and Beijing has exceeded 1.7 trillion yuan, which is more than 240 billion yuan compared with yesterday. Among them, the turnover of Shanghai Stock Exchange was 632 billion yuan, that of Shenzhen Stock Exchange was 1,015.3 billion yuan, and that of Beizheng 50 was 53.9 billion yuan.
News:
1. Foshan: Support the reconstruction project of villages in the city to use special loans to purchase existing commercial houses for villagers’ resettlement.
Foshan Housing and Urban-Rural Development Bureau and other six departments issued a notice on several measures to further optimize the stable and healthy development of the real estate market. Among them, the restriction period for households to purchase new commercial housing in Zumiao Street, Chancheng District, Guicheng Street, Nanhai District, and Daliang Street, Shunde District is cancelled, and commercial housing can be listed and traded from the date of obtaining the property right certificate. Support the reconstruction project of villages in the city to use special loans to purchase existing commercial housing for villagers’ resettlement. Allow self-sustaining commercial housing to be listed and circulated. Combined with the cycle of commodity housing and regional population changes, the layout of incremental high-quality residential land is scientifically planned. Purchase the first set of self-occupied housing for families with two children and above, and the maximum loan amount will rise by 20%; Allow paid employees to apply for converting their outstanding personal commercial housing mortgage loans into personal housing provident fund loans.
2. CIO of American Bridgewater: Compared with cash, global risk assets are now more attractive.
Recently, the chief investment officer of American Bridgewater shared his observation on the economy and market in the third quarter of 2024. In the case of resilient economic growth, the central bank’s shift to easing policy may prompt investors to give up cash and invest in risky assets, even if the current pricing shows that the risk premium has been compressed. Of course, the current stage is still early, and the easing of follow-up policies may still be further increased (or more likely, further reduced); Under the loose policy, no matter whether the economic growth slows down or accelerates, a balanced portfolio can collect the income from holding assets more continuously. At present, assets are relatively more attractive in the United States (the least restrictive economy) and China (the most obvious economy that needs more policy stimulus). (Qiaoshui China)
3. TSMC’s offer below 5 nm next year may rise again.
According to industry sources, TSMC has recently released the 2020s work quotation to a number of customers in order to reduce the gross profit margin impact caused by the high operating cost of overseas factories and the deployment cost of 2nm. Depending on the scale of customers, products and production capacity, the increase of the 5 nm, 4 nm and 3 nm OEM quotation process is higher than the previous estimate of about 4%, and the 2 nm OEM quotation is even higher than 30,000 US dollars. The 2-nanometer Baoshan factory, which will be officially put into production in the fourth quarter of 2025, has a monthly production capacity of 30,000 pieces, and the OEM quotation has also been released. (science and technology innovation board Daily)
4. The interest rate of some banks’ stock mortgage loans has been lowered in batches.
Starting today, banks will cut the interest rate of existing mortgage loans in batches. The reporter learned from banks such as Agricultural Bank of China and China Construction Bank that as of 7:30 am, customers of ICBC, Agricultural Bank of China, Bank of China, China Construction Bank, Bank of Communications, (), () and other banks have been able to find the adjusted mortgage interest rate from mobile banking as the loan market quotation rate LPR-30BP. Because it is a batch adjustment of banks, the borrower does not need to do anything to reduce the mortgage interest rate this time. Because of the lower limit of policy interest rates in Beijing, Shanghai and Shenzhen, the mortgage interest rates of two or more homes can only be adjusted to the lower limit of local policy interest rates. (CCTV News)
5. Bank of China: Today, it conducted a 7-day reverse repurchase operation of 292.6 billion yuan.
Bank of China: Today, it conducted a 7-day reverse repurchase operation of 292.6 billion yuan, and the winning bid rate was 1.50%, which was the same as before. Straight flush iFinD data shows that there are 108.4 billion yuan of 7-day reverse repurchase due today.
6. On October 25th, the People’s Bank of China launched a 700 billion yuan medium-term loan facility (MLF) operation.
Bank of China: On October 25th, 2024, the People’s Bank of China launched a 700 billion yuan medium-term loan facility (MLF) operation with a term of one year, with the highest bid rate of 2.30%, the lowest bid rate of 1.90% and the winning bid rate of 2.00%.
7. Hu Zhenjiang, Deputy Director of the Civil Aviation Administration: Explore and promote the integrated flight of manned aircraft and drones, and gradually realize the low-altitude mission execution.
The 3-day second China Air Transport Association Aviation Conference officially kicked off today (October 25th). Hu Zhenjiang, deputy director of the Civil Aviation Administration, said that the Civil Aviation Administration will promote relevant parties to integrate the flight service guarantee system by relying on new technological innovation, and efficiently connect low-altitude flight elements such as route planning, air obstacle avoidance, airspace management and traffic control, explore and promote the integration of manned and unmanned aircraft, and gradually realize the digitalization and intelligence of low-altitude mission execution, resource allocation and safety supervision, so as to protect the development of low-altitude economy. (Cailian)
8. Over 2.5 billion yuan from China Merchants Bank, Taikang CSI A500ETF connection sales are hot.
On October 25th, 20 CSI A500ETF connection funds, CSI A500 index funds and index enhancement funds were put on sale on the same day. It was learned exclusively from the sources that as of 10:20, the sales scale of Taikang CSI A500ETF connection fund, the main seller of China Merchants Bank, has exceeded 2.5 billion yuan. (CSI Taurus)
9. Tongwei shares responded to the surge in the photovoltaic sector: it may be affected by recent rumors, and we are also understanding the rumors about limiting energy consumption.
Today, the photovoltaic sector rose sharply, with Tongwei shares and Longji Green Energy both trading daily. Recently, a number of "essays" about the photovoltaic market began to spread and ferment, including but not limited to the photovoltaic industry’s policy of limiting energy consumption issued by the Ministry of Industry and Information Technology next month. In this regard, the reporter contacted Tongwei shares and Longji Green Energy Investor Relations Department as an investor. For today’s surge in the photovoltaic sector, the relevant person of Tongwei shares said that there are many rumors in the market now, which may be influenced by this information, and said that "there are many rumors and they have not been officially confirmed". Regarding the news of limiting energy consumption, the person said that we are also understanding. Longji Green Energy related people responded to the rumor that it was unclear. (21 Finance)
10. The high-level shock of Baekje Shenzhou biography: Yin Min, chief commercial officer of Greater China, was investigated, and the industry confirmed that the news was true.
Recently, there were market rumors that Yin Min, chief commercial officer of Baekje China Greater China, was investigated by the regulatory authorities. In this regard, an industry insider who asked not to be named confirmed the authenticity of this news to reporters. Therefore, the reporter immediately tried to contact Yin Min himself and relevant persons of Baekje Shenzhou, but as of press time, Yin Min himself failed to get in touch, and Baekje Shenzhou did not give a clear response. (21st century business herald)
11. Liu Liehong, Director of the National Bureau of Data: We will speed up the research and formulation of policy documents to foster a national integrated market and build a unified national data market rules, facilities and governance system.
On October 25th, Liu Liehong, Party Secretary and Director of the National Data Bureau, said at the awarding ceremony of the National Finals of the 2024 "Data Elements ×" Competition that the follow-up will speed up the research and formulation of policy documents for cultivating the national integrated market, strengthen the top-level design, overall planning and system layout of the data market, build a unified national data market rules, facilities and governance system, cultivate and expand market operators, and build a unified, open, prosperous and competitive national integrated data market. (Shell Finance)