Real estate direction is once again driven by news and has been continuously driven out of sustainability, with Chinese characters, banks and other superpositions resonances strengthening, and medicine and medical differentiation. The trends of the three major indexes were differentiated throughout the day, the Shanghai Composite Index opened low and closed high again, and the ChiNext Index fluctuated and adjusted. In addition, the index's yellow and white time-sharing line is obviously differentiated, and the blue-chip stock is relatively strong. On the market, the real estate sector was strong throughout the day, with nearly 10 stocks including Jiakaicheng , China Communications Real Estate , Xinda Real Estate , China Wuyi and other nearly 10 stocks hitting the daily limit . Bank stocks fluctuated and strengthened, Qingdao Bank hit the daily limit, Zhejiang Commercial Bank and Ningbo Bank rose by more than 5%. The html stock in Chinese characters was active in the during the trading session, China Science and Technology and Zhongcheng Co., Ltd. both had four consecutive boards, and China Unicom once hit the daily limit during the trading session. In terms of decline, track stocks were collectively adjusted, and composite liquid concept stock led the decline, and Yinglian shares hit the limit. Pharmaceutical stocks partially weakened, with Teyi Pharmaceutical and Shenqi Pharmaceutical hitting the limit. Overall, more stocks fell, less rose, and more than 3,300 stocks in the two markets fell. The trading volume of in Shanghai and Shenzhen stock markets today was 2739.9 billion, a decrease of compared with the previous trading day.
[Hot Fund]: Today, northbound funds net purchases 7.451 billion yuan throughout the day, of which Shanghai Stock Connect net purchases 5.811 billion yuan, and Shenzhen Stock Connect 1.641 billion yuan.
[Market Analysis]: market is catalyzing and driving the various policy news aspects, and the market structure is undergoing obvious changes. Although the medium-term adjustment structure has not been completely reversed and changed, the current market trend is in the stage of bottoming out after a low rebound. Overall, with the recent resonance of multiple domestic and foreign favorable factors, the bottom structure of A shares is clear, and with the technological breakthrough, the upward space of the market may be magnified. At this point, the market's large double bottom structure has basically been established, and the market's right-side trading opportunities have increased, and we insist on trading in the core main line direction. Today, the market style has changed again, with Chinese characters recovering, pharmaceutical differentiation, real estate industry rise driven by news-driven rise to stock indexes, and it has reached a certain degree of sustainability. The overall industry chain is relatively strong. The Shanghai Composite Index continued to fluctuate around 3100 and closed positive; the overall situation was still mainly swaying in a narrow range around near the 20 moving average. Then there will still be fluctuations and repeated trends in this area next.
[Individual Stock Radar]:
1. China Taiping: On the 22nd, through Hong Kong Stock Connect , it increased its holdings in in the secondary market and raised its stake in Industrial and Commercial Bank of China H shares, involving approximately HK$310 million.
2. Longi Green Energy: Adjusted the price of single crystal silicon wafer on November 24, and the price of P-type M6 of single crystal silicon wafer P-type M6 is reduced from 7.54 yuan to 7.42 yuan, with a reduction of 1.59%.
3. Penghui Energy: sodium ion battery has been installed in the car Wuling Baojun kiwi News, a relevant person in charge of Penghui Energy told Cailianshe reporters that the product still needs to be tested and verified by the "Shangtongwu" and has not been listed on the announcement directory.
4, Zhongke Cloud Network : Signed a "Cooperation Agreement" with Tongling New Energy (Yangzhou) Co., Ltd., and the two parties intend to cooperate in the research and development and production and manufacturing of ultra-high efficiency N-type crystalline silicon batteries.
5, Shengxunda : It plans to acquire 80% equity of Yurui Technology in cash, with a transaction price of 8 million yuan, and increase capital of Yurui Technology by 147 million yuan, entering the upstream lithium mine industry in new energy.
6, Huayang Lianzhong : The actual controller and chairman Su Tong, and the deputy general manager Yang Ning, received a notice from the China Securities Regulatory Commission for suspected manipulation of the securities market, etc.
7, Tencent : The net asset value statement of the largest shareholder, Southeast African Naspers Dutch subsidiary Prosus, shows that as of November 23, it held 2.6137 billion shares of Tencent Holdings, a decrease of 78.9 million shares from the 2.6926 billion shares held on October 28, which means the resumption of the reduction.
8, Xiaomi : Affected by factors such as positioning upgrades, costs, epidemics, and exchange rate fluctuations, the upcoming Xiaomi new generation flagship phone Xiaomi 13 series is expected to be significantly increased, with an increase of 15-20%, and the price of Xiaomi 13 will be around 4,500 yuan.
In terms of opportunities, the market news changes rapidly; Chinese characters and state-owned enterprise reforms have rebounded slightly again during the day, and real estate driven by news has rebounded sharply, and it has gone from sustainability. Medicine and health care have differentiated again after yesterday's rotation. Overall, the market theme switches very quickly. Today, the high-level theme stock continued to sell , and there was a stop-fall and rebound during the day. Overall, market opportunities rotate rapidly under news driven, with poor sustainability and still very difficult trading. We analyze that with the impact of Chinese characters, the seesaw of real estate rotation weight and themes may continue, and the market transaction is very difficult. We can pay moderate attention to the opportunities of pharmaceutical stocks after pullback and some real estate directions with better bottom structure to build materials stocks. The operation is very fast, and the light position game is the main focus, and you may be able to wait and see moderately.
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