The rise and fall of the three major A-share indexes show that photovoltaic, wind power, energy storage and other sectors are still active [stock market close]

Today, the two cities rallied higher and fell back in the afternoon, the Prev index and gem index turned green again, and the CSI 1000 index rose nearly 1 per cent. The industry chain of new energy vehicles continues to rise, with about 30 shares in the plate rising by the limit or more than 10%. Photovoltaic, wind power, energy storage and other sectors are still active, but the differentiation of individual stocks is obvious. Longji shares and Ningde era share prices hit record highs, but their gains fell back in the afternoon. Semiconductor, consumer electronics, military industry, seed industry and other topics rotated, individual stocks showed a general upward pattern, more than 3100 stocks rose, about 140stocks rose by more than 9%, and the turnover in Shanghai and Shenzhen exceeded trillion yuan for the seventh trading day in a row. China was exempted from closing the daily limit, and Hualan shares closed down 10% at the start of the day. On the market, the Beijing Stock Exchange, Metasonic, new metal materials, semiconductors and other plates rose in the forefront, while CRO concept, shipping, hotel catering, salt lake lithium extraction and other plates led the decline. By the close, the Prev index was down 0.08%, the Shenzhen Composite Index was up 0.17%, and the gem index was down 0.56%. Northbound funds bought 711 million yuan net throughout the day, and once sold nearly 2 billion yuan in morning trading.

For the future market trend, institutions have expressed their views.

Citic Construction Investment Securities believes that structurally, the fourth quarter assessment is just around the corner, and the market is extremely divided this year. The sprint phase "winning the moment" will continue to focus on energy transformation, while looking at the long-term "layout for the coming year", we might as well pay attention to the repair opportunities for value stocks. The fourth quarter assessment is just around the corner, energy transformation and value stock repair constitute the double main line of the market.

Haitong Securities believes that in November, the market will still be dominated by structural opportunities, which are mainly concentrated in the direction of carbon neutralization, that is, the new energy industry. In the past, photovoltaic, wind power, energy storage and lithium power were active and rotated. It should be noted that when individual stocks in the new energy sector continue to rise, individual stocks in the plate have been differentiated to varying degrees, and at the same time, they are also facing valuation pressure, so be careful not to blindly chase high relays to give priority to defense in the short term. wait patiently for the opportunity. The consumer sector adjusted more in the third quarter, and the high valuation has been digested, which is optimistic about the layout value from a long-term point of view. With the disclosure of the three quarterly reports ending a variety of positive and negative and expected landing, this week the market will once again usher in a window, panic gradually dissipated, funds began to gradually layout the fourth quarter and even next year's market, seize high-end manufacturing theme trading opportunities.

Guotai Junan Research reported that in terms of structural configuration, it maintained the judgment of "standing at the starting point of style switching" and "low valuation harvest season" since October, and the allocation logic shifted from cycle to consumption and from early high boom attack to low valuation defense. Recommended industry configuration: from cycle to consumption, from high valuation attack to low valuation defense. 1) consumption: accelerate the step out of the expected bottom, recommend high performance-to-price plates such as spirits, live pigs, auto parts, which are supported and diluted by negative expectations; 2) consumer electronics: VR devices are popularized by Oculus explosions, and wearable devices are expected to become a new growth point; 3) financial real estate: the profit expectations of brokers and banks are gradually improved; 4) New energy: the direction of high prosperity is still scarce, so new energy vehicles, photovoltaic, UHV, green electricity and other directions are recommended.