China News Service, October 11th. On the 11th, A shares opened high in the early trading and then fluctuated and rose. As of midday, Shanghai Composite Index rose 0.4%, the Shenzhen Component Index rose 0.88%, and the ChiNext Index rose 1.65%.
On the plate, the lithium battery electrolyte, sodium battery , integrated die casting, energy storage, wind power, photovoltaics, securities companies, digital currency , expected performance increase, and other sectors ranked first in the decline. More than 3,200 stocks rose in the two markets.
Source: Wind
Lithium battery concept stock collectively strengthened, Tianci Materials hit the daily limit, 10-Yiwei Lithium Energy , Dofluoro rose by more than 6%, CATL rose by more than 5%, Guoxuan Hi-Tech , Zhenhua New Materials, Xinzhoubang , etc. followed suit. According to the news, CATL released its performance forecast, with net profit exceeding 8.8 billion in the third quarter, setting a new high in single-quarter profit.
Auto parts sector also rose, both surpassed electronic to hit the daily limit, Junchuang Technology rose by more than 16%, Heli Technology rose by more than 8%, Bethel rose by more than 6%, Top Group and Jinhongshun rose by more than 5%, Baobang Shares, Desai Siwei , etc. followed up.
metal sector rose, Minfa Aluminum hit the daily limit, Hesheng Co., Ltd. and Dingsheng New Materials rose more than 6%, Yunhai Metal rose more than 5%, Huafeng Aluminum , Western Materials rose more than 4%, Ganfeng Lithium , Chang Aluminum , Tibet Mount Everest, etc. followed up.
The securities sector has strengthened abnormally, Southwest Securities hit the daily limit, Nanjing Securities rose by more than 5%, Huaan Securities 4%, Guosheng Financial Holdings , Hualin Securities , First Entrepreneurship, Guoyuan Securities , etc. generally followed the rise.
The real estate sector fell, Hualian Holdings fell by more than 7%, and Xinhualian , China Communications Construction Real Estate , Haitai Development, Shirong Zhaoye and others followed suit.
Semiconductor-related concept stocks continue to be sluggish, North Huachuang hit the limit, Yak Technology and Huahai Qingke are close to the limit, Haiguang Information fell by more than 16%, Anji Technology fell by more than 14%, China Micro Company , Beijing Junzheng , Xinyuan Micro and others followed suit.
Great Wall Securities research report believes that as the market enters the fourth quarter, under the background of stable markets, low-valuation sectors represented by securities firms are expected to usher in a recovery, and the sector allocation win rate and odds have increased. From the configuration window, the market may have an internal driving force for balanced style under a certain degree of "high and low switching", and the strategic allocation window for the financial sector may have been opened. The industry ecology is reshaping, leading securities firms with high-quality wealth management and institutional business are expected to obtain higher valuation premiums; targets with strong marginal prosperity have relatively good returns in volatile markets. It is recommended to pay attention to targets with continued profitability in the second quarter.
Guohai Securities research report points out that we must dare to make arrangements in market adjustments. The current A-share market sentiment index is close to freezing point, and the cost-effectiveness has been highlighted. You can consider making plans on lows. In terms of configuration, we focus on the three main lines of post-epidemic recovery, real estate chain and prosperity growth. (China Business Network APP)
(The views in the article are for reference only and do not constitute investment advice. Investment is risky, so be cautious when entering the market.)
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