The Shanghai Composite Index fell slightly, while the Growth Enterprise Market Index rose nearly 1.8%. On the disk,、、、、、、、、And other sectors are in the forefront of the increase list.、、、、、、、、、Such as poor performance, leading the market down.
As of midday, the Shanghai Composite Index fell 0.06% to 3,467.92 points; The Shenzhen Component Index rose 1.02% to 11,504.37 points; Growth enterprise market index rose 1.78% to 2435.11 points; The Science and Technology Innovation 50 Index fell 0.35% to 1070.07 points; The Beizheng 50 Index fell 0.33% to 1397.66 points. There were 2,947 rising stocks, 2,094 falling stocks and 124 daily limit stocks in the two cities. The total turnover of the two cities in half a day was 1,593.5 billion.
In terms of the number of daily limit stocks, as of the close, there were 125 daily limit stocks today, and another 64 stocks once hit the daily limit, with a closing rate of 66.14%.
In terms of individual stocks, pharmaceutical stocks strengthened across the board, leading the way.、、、Wait for the daily limitThe plate was once high,Daily limit,Up more than 10%,Up nearly 5%.The concept stocks changed before the close.、、、Wait for the daily limit Retail stocks fluctuated and rebounded,、Daily limit In terms of decline, chip stocks began to adjust.Wait for many stocks to fall more than 5%.
The North Stock Exchange 50 Index fell 0.33%, and the shares of the North Stock ExchangeDaily limit
Industry capital flow: 1.52 billion yuan net inflow.
In terms of industry funds, as of noon closing,The net inflow ranked first, among which the net inflow of medical services was 1.52 billion yuan.
In terms of net outflow,、Ranked high, with a net outflow of 7.91 billion yuan.
Transaction amount of individual stocks TOP10
In terms of the turnover of individual stocks, it ranked second as of the close of noon, with a turnover of 14.972 billion yuan.
Today’s news
Important report! Pan Gongsheng, governor of the central bank, recently voiced his voice.
Pan Gongsheng pointed out that the next step is to increase the counter-cyclical adjustment of monetary policy to increase economic stabilityHigh-quality development creates a good monetary and financial environment. Adhere to the supportive monetary policy stance, increase the intensity of monetary policy regulation, improve the accuracy of monetary policy regulation, effectively implement the stock policy, and make efforts to promote the incremental policy to be effective.
Break 88 thousand dollars! Bitcoin hit a new high. Trump returned to the White House to add fire?
At noon on November 11th, the price of Bitcoin broke through $81,000/piece, with the highest price of $81,792/piece. As of 05: 50 on November 12, Bitcoin broke through 88,000 US dollars, and continued to hit a new high, rising over 7,500 US dollars or 9.5% within 24 hours, with a total market value of over 1.72 trillion US dollars.
In October, the year-on-year growth rates of M1 and M2 both stabilized and rebounded, and the short-term and medium-and long-term new loans of residents improved.
On November 11th, the central bank released financial data for October, showing that at the end of October, the balance of broad money (M2) increased by 7.5% year-on-year, up by 0.7 percentage points from the end of last month. The balance of narrow money (M1) decreased by 6.1% year-on-year, rising by 1.3 percentage points from the end of last month, and the growth rate of M1 rose for the first time after six consecutive months of month-on-month decline. Central bank data also show that RMB loans from financial institutions increased by 16.52 trillion yuan in the first ten months, compared with 20.49 trillion yuan in the same period last year. Specifically, in October, RMB loans increased by 500 billion yuan, a decrease of 1.09 trillion yuan from the previous month and a decrease of 238.4 billion yuan year-on-year, and a decrease for the sixth consecutive month.
Commercial aerospace news! The National Medium-and Long-Term Development Plan for Civil Space Infrastructure (2026-2035) is being compiled.
On November 11th, 2024 Zhuhai Forum officially opened. Li Guoping, chief engineer of the National Space Administration, shared the promotion at the forum.Thoughts and suggestions on sustainable and healthy development. Li Guoping revealed in the forum that the National Space Administration and the National Development and Reform Commission are preparing the Medium-and Long-Term Development Plan for National Civil Space Infrastructure (2026-2035), and businesses will be set aside in this plan.Space, encourage "business is business".
The concept of humanoid robot exploded! Individual stocks doubled and the index rose by more than 40%
Recently, humanoidThe concept is on the rise, and many stocks in the sector have doubled, which has also driven the activity of related ETF funds. Many products have increased by more than 40% in one month. After accumulating a certain increase, many public offerings are still optimistic about the subsequent increase of this sector. Public Offering of Fund believes that it is at a critical stage from 0 to 1, and it is expected that the humanoid industry will enter the first year of mass production in 2025. In addition, some investment researchers believe that humanoid is expected to become a smart phone andAnother important scientific and technological revolution after the car.
Institutional point of view
A shares are currently standing at the starting line of the annual marathon.
The research report pointed out that looking forward to 2025, A-shares are currently standing at the starting line of the annual marathon market, and the stabilization of housing prices in core cities and the rebound of social financing growth will become the starting gun. The domestic credit cycle, macro prices and A-share earnings will all usher in a new starting point for the cycle, and the investment and financing ecology, investor ecology and product ecology of A-shares will also stand at a new starting point; The entry of funds by individual investors and institutional investors will be the main driver of the market, ETF will become an important configuration tool, and the market style will gradually switch from individual investors to institutional investors. In the marathon market, excellent growth, domestic consumption, mergers and acquisitions will become three important tracks.
：The industry valuation repair foundation is relatively solid.
The research report pointed out that from the positive evaluation of Black Myth: Wukong by a large number of mainstream media and the high number of monthly editions, the signal of industry policy support is clear. The superposition of domestic steady growth policies has further exerted its strength, and some markets’ concerns about the resilience of users’ consumption may be reversed, and the valuation and repair foundation of the game industry is relatively solid. A-share game makers are rich in product reserves. Since September, their mature games will be marginally weakened by the competition pressure of new products, and the release window of new games will also be significantly improved. As a result, the performance growth of the game sector is expected to enter a recovery channel from the fourth quarter.
The box office is expected to increase by about 20% year-on-year in 2025.
According to the research report, according to the calculation, if the number of people watching movies in 2025 drops by 10% compared with that in 2023 and the per capita ticket price is the same as that in 2023, the box office in 2025 is expected to return to nearly 50 billion yuan, which is expected to increase by about 20% compared with that in 2024. In the short-term dimension, it is suggested to pay attention to the target with strong film-setting expectation catalysis.
: Pay attention to the high quality with deep early callback, room for valuation repair and stable dividend rate.Plate mark
The research report pointed out that optimistic about the terminal consumption in the fourth quarter of 2024, under the blessing of high-intensive policies, consumer confidence gradually picked up. In the medium and long term, the low consumption base in 2023 also provides a solid foundation for the future growth flexibility of high-quality leading companies in the sector. Pay attention to the high-quality targets with deep early callback, room for valuation repair and stable dividend rate.
: The policy will increase the number of intensive new cars listed, and actively look at the opportunities in the follow-up auto sector.
According to the research report, based on the intensive new car listing in September and the overall automobile consumption boom supported by the old-for-new policy, it is expected that the automobile retail boom will continue to improve in November. It is recommended to actively participate in the automobile sector opportunities and maintain the "recommended" rating of the automobile industry.
: The basic chemical sector may gradually step out of the bottom of the cycle in 2025 and start a moderate recovery.
The research report pointed out that in the basic chemical sector, looking forward to the fourth quarter of 2024 and the next two years, in the short term, although the "Golden September and Silver 10" peak season in 2024 is not prosperous, the industries with rigid supply still show strong profitability, such as MDI, titanium concentrate, phosphate rock, sucralose and other varieties. In the medium and long term, the basic chemical sector is expected to gradually step out of the bottom of the cycle in 2025, start a moderate recovery, and recommend leading white horses with cost advantages and high-quality enterprises with growth trends.