Netease Finance November 11th The market opened high and low last Friday, and the GEM fingers led the decline;Since the 10th, the overall stocks have fallen more and less, and over 3,000 stocks in the entire market have fallen; the three major stock indexes on the opening of the market fell slightly, the Shanghai Index fell 0.58%to 3432.37 points, and the Shenzhen Index fell 0.67%to 11087.41 points. The GEM index fell 0.99%At 2298.62 points, the science and technology 50 index rose 0.77%to 1033.55 points.The total turnover of the Shanghai and Shenzhen cities was 30.703 billion yuan, and the concept of semiconductor continued to rise. There were daily limit for research on new materials. Guoxin Technology rose by more than 15%.At the beginning of the sector, Hualin Securities fell more than 5%.
For the press time, the Shanghai Composite Index fell 19.93 points, a drop of 0.58%at 3432.37 points;The point, the decline of 0.9%was reported at 4066.93 points; the China GEM index fell 22.97 points, a decrease of 0.99%at 2298.62 points; the science and technology 50 index rose 7.91 points, an increase of 0.7%to 1033.55 points.
Company News
Sinochemical Rock and Land, Huaying Technology: Announcement of Shenzhen Stock Exchange, November 4thBy November 8th, a total of 304 anomalous trading behaviors of the certificate of bosses took self -discipline supervision measures, involving abnormal transactions such as pulling up and suppressing, false declarations in the disk;"Key monitoring; a total of eight major issues of listed companies checked and reported to the CSRCs six clues on suspected violations of laws and regulations.
Haosbo: The companys stock price has daily limit for 7 consecutive trading days.The company will conduct a suspension of the stock transaction abnormal fluctuations. It is expected that the suspension time will not exceed 3 trading days.
Guizhou Moutai: The company intends to distribute cash dividends per share of 23.882 yuan (including tax) per share, and a total of 30.01 billion yuan (including tax) is intended to issue cash dividends.
Yuanxing Energy: The company received the "Notice of File C case" issued by the China Securities Regulatory Commission because the company was suspected of not disclosing major lawsuits in the shares in time, in accordance with relevant laws and regulations, the China Securities Regulatory Supervisory Regulatory SupervisionWill decide to file a case against the company.
Panjiang Co., Ltd.: The company intends to invest in the construction of the stone tiger wind farm project in Shaying County, Guanling County through the companys holding subsidiary, build a 100MW installation capacity, with a total investment of 559 million yuan;Zizi Subsida invested in the construction of Yujiashan Xinminfeng Electric Farm in Yujiashan Township, Puding County.The aforementioned projects have a total installation capacity of 200MW, with a total investment of 1.115 billion yuan.
Wanfeng Aowei: The companys subsidiary and Volkswagen (China) agreed to cancel the cooperation model of the establishment of a joint venture, and other terms of the "Memorandum on the Establishment of a joint venture" continue to perform.Continuous cooperation in the fields of car lightweight.At the same time, Wanfeng Aircraft signed the "Memorandum of Understanding of Technical Cooperation in Evtol in the field of EVTOL" with Volkswagen (Germany). The two sides agreed to carry out related cooperation in the EVTOL field.
Nanjing Bank: Recently, the company received a notification letter from the largest shareholder , and BankHolding company shares.The total proportion of shares held by Bank of Paris and the Bank of Paris (QFII) in Paris (QFII) increased from 17.04%to 18.04%, an increase of 1%.
Jilin Aodong: The company intends to repurchase the companys shares by centralized bidding, and the shares repurchased this time will be used for sale.The total amount of funds intended for repurchase this time is not less than 300 billion yuan, no more than 60 billion yuan, and the repurchase price does not exceed 25.00 yuan/share.
Organization views
CITIC Jianxin Investment: Three clues to layout every time, prepare for the New Years Eve
CITIC Construction Investment said that the details of the US election and fiscal force landed, and at the same time, the market liquidity was abundant, and investors had a high mood.After important events, although the short -term market has the possibility of fluctuation adjustment, the comprehensive markets expectations for important meetings in December and the economic recovery of next year, CITIC Construction Investment believes that the market will still maintain a mid -term fluctuation trend, which will probably interpret the New Years Eve.Maintain the judgment of "confidence restructuring cattle" to follow the valuation first interpretation, and focus on three clues such as the growth direction of the value reorganization, new productivity and other growth directions and benefit policies under the dips.
CITIC Construction Investment believes that actively optimizing the structure configuration, and active management is expected to win the passive index.Focus on construction, environmental protection, non -silver finance, urban commercial banks, machinery, new energy vehicles, power equipment, medical equipment, military workers, etc.Focus on themes: smart driving, new quality productivity, autonomous and controllable, mergers and acquisitions, etc.Index follow: A500, etc.
Galaxy Securities: In the November Shun cycle related sectors or relatively short -term relative benefits
Galaxy Securities said that in November, the market will pay more attention to domestic domesticPolicies and domestic demand consumption recovery rhythm. Relatives of related sectors or short -term benefits in the cycle of the cycle. It is recommended to pay attention to three directions: smooth cycle+valuation repair elasticity is still large+peak season catalytic sectors, such as catering supply chain sector; performance is tough, medium mediumLong -term industrial logic is clear, such as snacks, beverages, and condiments; marginal improvement in the three seasons+medium and long -term industrial cycles are expected to reverse+valuation repair elasticity is still large+peak season catalytic plates, such as dairy plates.
SDIC Securities: Signs of the main line in the field of technology growth began to be obvious
SDIC Securities still repeatedly emphasized that "shock thinking is to see technology (science"", Signs of the main line of science and technology growth with semiconductors as the core, began to be obvious. The higher expectation is that semiconductor can form the funds fundamentals under the three promotions of Huawei Hongmeng Industrial Chain in Huawei Hongmeng Industrial Chain+Q2 Fair Attack Point+AI Industry Chain Overseas MaggeringThe main line.
Haitong Securities: fiscal policy or promotes A shares to the fundamental driving, pay attention to the main line of science and technology manufacturing and mid -to -high -end manufacturing
Haitong Securities believes,The U.S. election has landed, overseas has ushered in a change. Trump advocates tax cuts internally, tariffs on foreign countries, supporting traditional energy and manufacturing backflows, and have a double impact on the US economy.Under the new policy orientation of Trump, US stocks may have support, US debt interest rates or upward, the US dollar is strong for a long time, the gold market is to be continued, and energy prices are under pressure.The internal cause is a key variable that affects A shares. The current domestic policy has now been present. The fiscal policy is exerting or promoting the A -share direction of the fundamentals. Structural focusing on the main line technology manufacturing and mid -to -high -end manufacturing.
