Comments on A-shares： Growth Enterprise Market Index rose by 3.26%, with over 4,600 stocks floating red in the two cities.
The three A-share indexes collectively closed up today. At the close, the Shanghai Composite Index rose by 0.91%, the Shenzhen Component Index rose by 2.21%, the Beizheng 50 rose by 2.4%, the Growth Enterprise Market Index rose by 3.26%, and the turnover of Shanghai and Shenzhen stock markets was 1,064.2 billion yuan. More than 4,600 stocks in the two cities rose. Northbound funds bought a net of 5.273 billion yuan throughout the day.
On the theme of the sector, media, games, securities, computing power leasing and other sectors were among the top gainers; Oil and gas, coal, pork and other plates are floating green.
On the disk, the media and game stocks have a daily limit, () the daily limit is 20CM, (), () and () have risen by more than 10%, and more than ten stocks such as (), (), () and () have daily limit; The securities sector was among the top gainers, with Pacific, Founder Securities, () and () trading daily. In the news, the CSRC said that it supported the head securities companies to become better and stronger through mergers and acquisitions, and to build a first-class investment bank. Huawei’s auto concept stocks strengthened again, () the daily limit in late trading, with turnover exceeding 10 billion yuan. (), () daily limit, (), () and other stocks rose more than 5%.
Plate analysis:
Straight flush hot stock list:
Transaction review:
At 09:25 A shares opened, the Shanghai Composite Index opened 0.54% higher, the Shenzhen Component Index opened 0.70% higher, and the Growth Enterprise Market Index opened 0.82% higher. The securities sector was among the top gainers.
At 09:26, the securities sector was active at the beginning of the session. Jinlong shares rose over 8%, and Founder Securities, Guolian Securities, () and () followed suit. In the news, the CSRC said that it supports head securities companies to become better and stronger through mergers and acquisitions, and to build first-class investment banks.
At 09:27, the concept of innovative drugs was active at the beginning, and () rose by more than 6%, followed by (), (), (), Medici and ().
At 09:28, the word () stopped. In the news, the company announced that the company and its controlling shareholder had received the notice of filing a case from the Securities and Futures Commission due to alleged illegal information disclosure.
At 09:30, the reducer and robot plate continued to strengthen, and () two connecting plates, (), (), (), () and so on surged.
09:32 The Shenzhen Component Index rose to 1%, the Shanghai Composite Index rose by 0.64%, the Growth Enterprise Market Index rose by 1.29%, and more than 4,500 stocks in the two cities rose.
09:33 The Hang Seng Science and Technology Index rose by over 3%, the Hang Seng Index rose by 1.5%, auto stocks led the market, LI rose by over 8%, and Weilai rose by over 6%.
At 09:34, the media and game sectors strengthened in early trading, with Tianwei Video 3 connected, Chinese Online, Palm Reading Technology and () rising by more than 6%, and Guomai Culture and Shengtian Network surged in succession.
At 09:37, the securities sector led the gains in early trading, with Founder Securities and Jinlong shares both trading daily, Guolian Securities, Pacific Ocean and china galaxy rising more than 7%, and CITIC Jiantou and () rising more than 6%.
At 09:39, the photovoltaic sector rebounded, () rose more than 13%, (), (), Jingke Energy, () and so on rose more than 5%.
At 09:50, the concept of diet pills was active again and again, and Hanyu Pharmaceutical rose by over 12%. In the news, the company announced that it had recently received a purchase order from its partner, and it purchased a total of 103 million yuan of liraglutide injection from the company. Medici rose more than 8%, and Boteng shares, () and () followed suit.
09:52 South Korea’s KOSDAQ index rose 5%.
At 09:54, the concept of computing power leasing fluctuated and rose, with () daily limit. Before that, Tianwei Video had a daily limit, and (), (), () and () were among the top gainers.
10:00 According to () iFinD data, half an hour after the opening, the turnover of Shanghai and Shenzhen stock markets reached 337.6 billion yuan.
At 10:02, the media and game stocks continued to strengthen. Chinese Online and Shengtian Network rose more than 12%, and Shanghai Film, Palm Reading Technology, () and () and other stocks went up daily.
At 10:02, the Growth Enterprise Market index rose to 2%, () rose by nearly 3%, and () rose by nearly 4%. The Shanghai Composite Index rose by 0.38%, and the Shenzhen Component Index rose by 1.2%. Photovoltaic, securities and medicine were among the top gainers, with nearly 3,800 stocks rising in the two cities.
At 10:05, more than one domestic debt of Vanke rose slightly in early trading, and "200,004", "200,006" and "210,002" all rose slightly; In addition, the rise of Vanke’s US dollar bonds accelerated, and the US dollar bonds due in 2025 climbed 7.6 cents to 72.3 cents, which will be the biggest increase in a year; 3.975% bonds due in 2027 rose 6.2 cents to 54.1 cents, which is expected to be the biggest increase since December 5.
At 10:09, the real estate development sector moved up () daily limit, and Vanke A, (), () and () followed suit.
At 10:15, the concept stocks of "Dragon Generation" continued to be active, () 9 consecutive boards, and nearly 10 shares including Jinlong, (), (), Yu Long and () were daily limit.
10:18 South Korea’s KOSPI index rose 4% after the South Korean government announced that it would ban short selling of stocks until the end of June next year.
At 10:42, the Hang Seng Science and Technology Index rose over 4%, the Hang Seng Index is now up 2.03%, Reading Group and LI rose over 11%, and Weilai rose over 8%.
At 10:53, the concept of auto parts fluctuated and strengthened, and Tenglong shares, (), (), (), () and other stocks had daily limit.
At 11:05, the whole vehicle plate moved up, () went up, and Seles, (), () and () followed.
At 11:11, the Growth Enterprise Market Index rose to 3%, the Shanghai Composite Index rose by 0.81%, and the Shenzhen Component Index rose by 1.98%. Cultural media, online games, securities and other sectors were among the top gainers, with more than 4,500 stocks in the two cities rising.
At 13:08, the lithium mine stocks rose by shock, () and Yiwei lithium could rise by more than 6%, and (), (), () and () followed.
At 13:14, the concept of Huawei’s ascension changed in the afternoon, () once hit the daily limit, and (), (), Yuncong Technology and () followed suit.
At 13: 33, the concept stocks of 3D printing continued to rise, (1) it hit the daily limit of 20CM in the afternoon, (2) it hit the daily limit of 20CM before, and (3) it rose by over 10%, followed by grinded powder, (3) and golden oranges.
13:36 According to the straight flush iFinD data, up to now, the turnover of Shanghai and Shenzhen stock markets has exceeded 800 billion yuan, of which the turnover of Shanghai stock market is 336.5 billion yuan and that of Shenzhen stock market is 463.4 billion yuan.
At 13:46, the memory chip sector oscillated strongly, () hit the daily limit of 20CM, () rose by over 12%, and (), (), Baiwei Storage, Hengshuo Shares and () followed suit.
13:46 South Korea’s Kostak index rose to 7% in the afternoon, after the South Korean government announced that it would ban short selling of stocks until the end of June next year.
At 14:05, Contemporary Amperex Technology Co., Limited rose by over 5%, with turnover exceeding 5.5 billion yuan.
At 14:34, the Seoul Composite Index closed up 5.66% at 2502.37 points, the biggest one-day gain since March 25, 2020. The Korea Financial Supervisory Authority issued a statement on November 5, saying that short selling of stocks will be temporarily banned from November 6 until June 2024, so that regulators can improve their rules and systems.
At 14:45, Huawei’s auto concept stocks continued to strengthen, and Cyrus had a daily limit at the end of the session, with a turnover of nearly 10 billion. Jingquanhua and Tenglong shares had a daily limit before, and many shares such as Ruihu Mould, Bojun Technology and Top Group rose more than 5%.
News:
1. Social Security Fund: Firmly optimistic about the long-term allocation value of domestic stocks.
According to the Securities Daily, on November 4th, the Annual Report on Entrusted Operation of the Basic Endowment Insurance Fund of the National Social Security Fund Council (2022) released by the National Social Security Fund Council showed that in 2022, the income from equity investment of the basic endowment insurance fund was 5.105 billion yuan, with an investment return rate of 0.33%. At the end of 2022, the total equity of the entrusted basic endowment insurance fund was 1.62 trillion yuan. "The Social Security Fund will always strengthen its confidence, maintain its strategic strength, firmly value the long-term allocation of domestic stocks, take the initiative to seize market opportunities to carry out dynamic allocation, increase positions on dips, realize long-term layout, and lay the foundation for obtaining long-term high returns; At the same time, adhere to the medium-and long-term strategic allocation ratio of fixed-income assets and play its role as a stabilizer for income in the overall downward range of the market. " The relevant person in charge of the Social Security Fund said.
2. CITIC Securities: The securities industry is expected to usher in historic new opportunities.
Citic Securities Research Report pointed out that the Central Financial Work Conference set the next direction of financial supervision reform, and the CSRC recently organized a study on the spirit of the conference. We suggest focusing on the upcoming Action Plan for Investment-side Reform of Capital Market, which will outline the policy framework for investment-side to help build a modern capital market with China characteristics, or the focus of a new round of capital market reform. We expect the document to make systematic arrangements from the aspects of increasing the introduction of medium and long-term funds and promoting the high-quality development of Public Offering of Fund industries. In addition, the securities industry is also expected to usher in historic new opportunities. It is expected that the policy will encourage the securities industry to merge and reorganize to build a first-class investment bank.
3. Wang Wentao: Promote the reasonable reduction of the negative list of foreign investment in the Pilot Free Trade Zone and introduce the negative list of cross-border service trade as soon as possible.
Wang Wentao, Minister of Commerce, published an article entitled "Strive to Build a Higher Level Pilot Free Trade Zone" in People’s Daily, which mentioned that it will further promote the institutional opening of rules, regulations, management and standards. Organize the implementation of the first batch of pilot docking policies and measures for free trade zones and ports, and promote them to a wider scope in due course. On this basis, we will speed up the pilot work of comprehensively docking international high-standard economic and trade rules. Promote a reasonable reduction of the negative list of foreign investment in the Pilot Free Trade Zone, introduce a negative list of cross-border service trade as soon as possible, increase the intensity of opening stress testing, and lead the country to continue to expand its opening up.
4. Ten entry-exit policies and measures to support Fujian’s construction of a demonstration zone for cross-strait integration and development were introduced.
According to Xinhua News Agency, the reporter learned from the Exit-Entry Administration of People’s Republic of China (PRC) on the 6th that in order to thoroughly implement the "Opinions of the State Council, the Central Committee of the Communist Party of China on Supporting Fujian to Explore New Ways of Cross-Strait Integration and Development and Build a Cross-Strait Integration and Development Demonstration Zone", the bureau closely followed the construction plan of the Cross-Strait Integration and Development Demonstration Zone, focused on the needs and expectations of Taiwan compatriots, Taiwanese businessmen and Taiwanese enterprises, and studied and introduced ten entry-exit policies and measures, which will be implemented on January 1, 2024, to further promote personnel exchanges between Fujian and Taiwan, facilitate Taiwan compatriots to live and live in Fujian, and deepen cross-strait integration In terms of facilitating exchanges between Taiwan compatriots, mainland travel permit for taiwan residents’s "online office", "port office" and "centralized office" have been implemented, making it more convenient to apply for permits and enriching the channels for applying for permits, so that Taiwan compatriots can come to Fujian whenever they want; We will promote the establishment of an entry-exit certificate production center in Xiamen, and shorten the time limit for personnel in Xiamen, Xiamen and Fuma "City Life Circle" to apply for entry-exit certificates from 7 working days to 5 working days.
5. Ant Bailing AI model will be open to the public.
According to science and technology innovation board Daily, the reporter learned from Ant Group that a variety of products based on Bailing Big Model have completed internal testing one after another and will be open to the public. Ant Bailing language model adopts Transfromer architecture, which is trained based on trillion Token corpus, and the supporting window length is 32K. It is also known that at the basic model level, in addition to the Bailing language model that passed the record this time, Ant Group is also developing the Bailing multi-modal model, which has been tested internally.
6. Betta confirmed that CEO Chen Shaojie had lost contact for nearly three weeks.
According to the cover news, a few days ago, many sources revealed that Chen Shaojie, chairman and CEO of Betta, had lost contact recently. On November 6th, the reporter asked Betta about the relevant contents and confirmed the news that Chen Shaojie lost contact.
7. Social Security Fund: Give full play to the advantages and functions of social security funds as long-term funds and patient capital.
According to the National Social Security Fund, on November 2nd, Ding Xuedong, Party Secretary of the Social Security Fund, presided over a party meeting. The meeting emphasized that we should always adhere to the fundamental purpose of financial services to the real economy, deeply understand the distinctive political and people-oriented nature of social security funds, actively give play to the advantages and functions of social security funds as long-term funds and patient capital, increase investment around the strategic objectives and key areas of economic and social development, and contribute to accelerating the construction of a new development pattern and promoting high-quality development.
8. The 20 billion equity of Evergrande High-tech Group was frozen.
Tianyancha App shows that recently, Evergrande Group Co., Ltd. added a piece of information about stock right freezing. The enterprise whose stock right was executed was Evergrande High-tech Group Co., Ltd., and the amount of stock right was 20 billion RMB. The freezing period was from October 27, 2023 to October 26, 2026, and the enforcement court was Cangzhou Intermediate People’s Court of Hebei Province. Evergrande High-tech Group Co., Ltd. was established in June 2018. Its legal representative is Lincoln Qiu, with a registered capital of 20 billion RMB. Its business scope includes high-tech industry operation, development and application of life sciences, aerospace, integrated circuits, quantum technology, new energy, artificial intelligence, robot technology, technical consulting services, information consulting services, etc. It is wholly owned by Evergrande Group Co., Ltd.. According to the risk information, the company has one information about the person being executed, which was enforced for more than 5.54 million yuan in October this year.
9. The Seoul Composite Index closed up 5.66%, the biggest one-day gain in more than three and a half years.
South Korea’s Seoul Composite Index closed up 5.66% at 2502.37 points, the biggest one-day gain since March 25, 2020. The Korea Financial Supervisory Authority issued a statement on November 5, saying that short selling of stocks will be temporarily banned from November 6 until June 2024, so that regulators can improve their rules and systems.