SMM10 24: the morning stock index collectively rushed higher and fell back. Tesla concept, vaccine concept stocks opened strong, big financial plate strong pull up, block chain concept stocks pull up strong, natural gas, environmental engineering, auto parts and other plates are active, technology stocks are more declining, venture capital concept stocks collectively pulled up. On the whole, the mood of capital wait-and-see is strong. In the afternoon, the two cities hit the bottom and rebounded, the block chain concept, the ship system and other plates changed and pulled up, the aquaculture plate strengthened, the pork stocks changed and pulled up, and the gas and water plate continued to pull up. The emotion of capital wait-and-see is strong, and the effect of making money is poor.
By the close, the Prev index closed at 2940.92 points, down 0.02%, the Shenzhen Composite Index closed at 9555.76 points, down 0.13%, and the index closed at 1653.86 points, up 0.22%.
Plates and individual stocks
Chicken concept plate active, as of the close, probiotics shares rose by the limit, Minhe shares, Xiantan shares, Huaying agriculture and other stocks rose one after another.
Plate capital flow
The main net inflow into the top five sectors of the industry: banking, aquaculture, processing of agricultural products, gas and water, real estate development
Main net inflow into the top five conceptual plates: chicken, pork, intelligent speakers, natural gas, digital currency
The main net inflow into the top 10 stocks: Wen's shares, Zhengbang Science and Technology, China Merchants Bank, Ping an Bank, probiotics shares, Xinwei Communications, Industrial Bank, Goer shares, Minhe shares, Bank of China
Tesla concept stocks opened stronger, Tianqi model high open second board, Weitang industry then rose by the limit, Xusheng shares, Baolong technology and so on.
Bank stocks rose, Zhangjiagang Bank rose 3%, Jiangyin Bank, Pudong Development Bank, Ping an Bank all strengthened
Environmental protection engineering plate pull up, god fog environmental protection touch plate, prosperous environmental protection, Yongqing environmental protection, science and technology environment and so on collective rise
Auto parts plate strengthened, Xiyi shares rose by the limit, Daimei shares, Xinpeng shares, etc.
Securities plate quickly pulled up, Huaxin shares rose nearly 4%, Huachuang Yangan, Hongta Securities, Harbin shares, first entrepreneurship and so on.
Block chain plate strengthened, Sifang innovative touchpad, Hengbao shares, Julong shares, Koda shares, flying integrity and so on.
The concept of venture capital is strong, Luxin venture capital fast seal board, nine tripod investment, entrepreneurial dark horse, Fudan Fuhua collective pull up
Natural gas plate pulled up, new natural gas rose by the limit, Xinjiang Haoyuan, Guizhou Gas, Dongfang Huanyu rose.
Chicken farming sector continued to strengthen, probiotics shares rose more than 6%, Minhe shares, Wen's shares, Shengnong Development, Hefeng Animal Husbandry and so on.
China Shipping sector continued to pull up, Chinese ships rose nearly 4%, China Shipbuilding Science and Technology, China Shipping Defense, long Ocean, China Emergency and so on.
The digital currency plate strengthened again, Sifang creatively closed up the limit, Julong shares rose more than 9%, digital certification, Koda shares, flying integrity and so on.
Aquaculture sector strengthened, probiotics shares rose by the limit, good master several times touchpad, Minhe shares, Xiantan shares rose sharply
Non-ferrous copper concept stocks rose, Yunnan copper industry quickly pulled up 6%, Tongling non-ferrous, electrical alloy and so on. On Wednesday, Chilean state copper company Codelco, the world's largest copper producer, said on Wednesday that one of its copper mines had been closed and the size of a smelter had shrunk sharply as a result of protests and chaos.
["side effects" such as adjusting the expected warming pledge risk by the reduction rules have ushered in a revaluation)
The expectation of the adjustment of the policy of reducing shareholders' holdings of listed companies is heating up in the capital market. The reporter learned from brokerages close to the regulatory level that regulators are reassessing and studying the impact of new regulations on holdings reduction implemented since 2017, or will, to a certain extent, regulate holdings reduction activities in a more market-oriented manner in the light of the latest changes in the market. Some analysts pointed out that the phenomenon of reducing the holdings of major shareholders and other important shareholders is mainly neutral market-oriented behavior, and the impact on the market price is also relatively limited. Some of the strict restrictions previously imposed by the new rules have partly hindered normal market behavior. (21st Century Economic report)
[the Development and Reform Commission issues the implementation Program of the Special Action to support the Development of inclusive Care Services by Social Forces (for trial implementation)]
The National Development and Reform Commission and the National Health Commission issued the implementation Program of the Special Action to support the Development of inclusive Care Services by Social Forces (for trial implementation). The programme aims to stimulate the participation of social forces and to increase the effective supply of inclusive care services for infants under 3 years of age.
[the meeting of the political Bureau of the CPC Central Committee clearly adhered to and improved the socialist system with Chinese characteristics and promoted the overall goal of modernizing the national governance system and governance capacity.]
The political Bureau of the CPC Central Committee held a meeting on October 24 to study a number of major issues of upholding and perfecting the socialist system with Chinese characteristics and promoting the modernization of the national governance system and governance capacity. Xi Jinping, general secretary of the CPC Central Committee, presided over the meeting. The meeting decided that the fourth plenary session of the 19th CPC Central Committee will be held in Beijing from October 28 to 31.
[blockbuster signal! After four years, the number of A-share accounts has exceeded 5 million again! ]
Big signal! After four years, the number of A-share accounts exceeded 5 million again! During the year, 200 billion leveraged funds have entered the market, and the two financial "combination boxing" has achieved remarkable results. (brokerage China)
[HKMA of Singapore in response to discussions on bond cooperation mechanisms: discussions on cooperation with the China Securities Regulatory Commission and the Central Bank are ongoing]
Discussions between the HKMA of Singapore and the China Securities Regulatory Commission on strengthening capital market connectivity and the bond co-operation mechanism between the HKMA and the people's Bank of China are under way. Once the details are agreed, more information will be disclosed in the future.
[does the SFC start the stock market with an additional "starter"? There is an urgent need to relax the proportion of middle-length funds entering the market]
The reporter learned that this time, taking advantage of the opportunity of comprehensive reform, the CSRC wants to fight a combination of boxing from three aspects to promote the entry of medium-and long-term funds into the market, and the core keywords of the three aspects are "transforming stock,"introducing increment," and "optimizing the environment." (21st Century Economic report)
[FIFA: China becomes the host country of the 2021 World Club Cup]
On the 24th, FIFA held a press conference in Shanghai to announce that China will host the 2021 World Club Cup from June to July 2021. (paper.cn News)
Institutional point of view
Tianfeng Securities said that the market structure is relatively lax, there is no obvious consistent structural direction. In the short term, the market is still dominated by local shocks, and there are no board investment opportunities for large themes or industries. Technology, consumption, health care is still the main line of optimism next year, short-term around the three quarters reported more than expected companies, stocks are optimistic that there are market expectations and out of the independent market.
Everbright Securities said that the domestic market is attractive to capital, coupled with the benefits and convenience of policy, the index may strengthen again. It is suggested that investors should continue to pay attention to the changes of policy, capital and external factors. Industry configuration, stagflation environment, the fourth quarter configuration of the main line turned to undervalued blue chips, grasp the financial and real estate leaders such as stagflation, tracking large financial and consumer undervalued plate.
Huatai Securities expects meat enterprises to meet the profit margin inflection point in 2020 (pig prices rise after the cycle price, the price increase effect appears (according to research, the industry leader Shuanghui development has raised prices three times this year, the cumulative range of about 10%) + inventory meat cost advantage), meat enterprises will enjoy excess returns; Leading enterprises procurement ability is stronger than other enterprises, inventory meat value revaluation (pig price rise cycle has the ability to maintain meat market demand and as far as possible ironing cost fluctuations), conducive to the improvement of industry concentration.
China Merchants Securities said the market had entered a consolidation state in the past month. There may be a big meeting at the end of October, and the market may find a new breakthrough. The current market will still maintain a relatively low volatility state, investors can consider changing investment ideas, layout in the coming year.
Chuancai Securities said that the official listing of folding screen phones has brought a new direction for the development of smart devices. At present, the big screen of smart phones has become a trend, and the competition in the overall screen phone market is more fierce. Therefore, expanding the use area of mobile phones without increasing the size of mobile phones has become one of the directions for head mobile phone manufacturers to conquer. Focus on two major directions: one is to pay attention to 5G dual-architecture mobile phone industry chain opportunities, and the other is to pay attention to the changes of material, connection and packaging brought about by folding screen.
Citic Securities pointed out that the growth rate of electricity consumption of three industries and residents has rebounded, pushing up the growth rate of electricity consumption in September. With the early arrival of cold air in October, the economy is also resilient, and the growth rate of electricity consumption or the overall stability of electricity consumption has maintained the forecast of 4% electricity consumption growth for the whole year. Hydropower annual performance certainty, interest rate reduction environment may be expected to enjoy performance and valuation double rise; thermal power counter-cyclical prominent, continue to be optimistic.
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