A shares opened high in the early trading due to the overnight surge in the peripheral stock market. opened high and closed high in the whole day, and attacked strongly. Among them, theme stock was active, and the ChiNext Index led the rise. On the market, pharmaceutical stocks exploded across the board. The top 10 sectors in the two markets of increase were all pharmaceutical-related sectors. Among them, the medical device sector index rose by more than 9%, and more than 10 stocks in the sector hit the daily limit by 20CM. In addition, WuXi AppTec , Changchun Hi-Tech, Hengrui Medicine and other pharmaceutical weight stocks all hit the daily limit. Digital Economy Concept Stocks continue to be active, GEM stocks Science and Technology Innovation Information have been on the board for two consecutive days, and Guomai Technology 5 has been on the board for a row. Track stocks such as photovoltaic strengthened in the afternoon, Aixu shares, Yihua shares and others hit the daily limit, and Longi Green Energy once hit the daily limit during the session. In terms of
, the sector formed a general increase pattern during the day, with more than 46 sectors having an increase of more than 2%, among which the healthcare sector index approached the daily limit; in terms of decline, only 6 sectors turned slightly green. The funds are mainly active in the technology directions of medicine and medical care, agriculture, software, semiconductors, communications, electrical equipment, etc., and are continuously highlighted. In terms of stocks, , nearly 140 stocks hit the daily limit in the two markets, and market sentiment continued to be excited. , 20cm or above burst; there were only about 4 stocks hit the daily limit. In terms of trading volume, it was significantly released, with a certain incremental amount of funds entering the market, with a closing turnover of 860.8 billion yuan.
[Hot Fund]: Net inflow of northbound funds today was 9.63 billion yuan; of which the net flow of Shenzhen Stock Connect was 4.07 billion yuan, and Shanghai Stock Connect net inflow of 5.56 billion yuan.
[Market Analysis]: Technical Analysis: In the medium-term structure, the three major stock indexes continue to adjust the wave-shaped trend; but judging from the small-scale trends in the past week, the three major stock indexes have a certain bottoming structure, and they fluctuate and rise again during the day, showing a strong desire to rebound. It should be noted that from the perspective of market logic, it is still a bottoming rebound trend after adjusting the structure, which is not enough to have a large-level market reversal. After the market maintains stability signals, the probability of a rebound and rest is still very high. In addition, trading volume has been released to a certain extent, market confidence is effectively stimulated, and after the bullish sentiment is vented, there may be a certain differentiation, and it is not advisable to pursue the rise too radically; but the subsequent structure will still focus on oscillation and bottoming out. Next, grasp the rhythm of the market and participate in the market rebound trend moderately, but you still need to pay attention to controlling the position . It will still be a high probability trend if you oscillate and bottom out.
[Individual Stock Radar]:
1, SF Holdings : It is expected that the net profit in the first three quarters will be 4.42 billion yuan to 4.57 billion yuan, a year-on-year increase of 146%-154%; 2. Jiangte Motor : It is expected that the net profit in the first three quarters will increase by 662%-742% year-on-year;
3, Jinlang Technology : The net profit in the third quarter is expected to increase by 138%-158% year-on-year;
4, Hemai Co., Ltd.: The net profit in the first three quarters is expected to increase by 183.59%-198.52% year-on-year;
5, Tianhe Solar : The net profit in the first three quarters is expected to increase by 76%-115% year-on-year.
6. Shuangliang Energy Saving: Signed a 47.056 billion yuan polysilicon procurement and supply contract;
7. Kaizhong Precision: The subsidiary has passed the Fudi battery supplier review and became a BYD supplier;
8. Jinko Energy : 182N type high-efficiency single crystal silicon battery (TOPCon) conversion efficiency has once again set a new record;
9. Rainbow Group: Reply to the letter of concern that household flexible heating products such as electric blankets are currently in hand orders of about 1.33 million yuan.
From the perspective of the medium-term structure, the market as a whole is still in a major adjustment structure, but the -day K-line level showed a positive signal of stopping the decline and stabilizing, and the subject matter has rebounded significantly. The direction of Xinchuang Technology and Pharmaceutical and Medical will gradually evolve into the main line, and we need to pay attention to it. The continuous boarding rate of individual stocks is high, the premium is good, and the sentiment continues to be excited, and the market begins to show a certain level of trading opportunities. However, from the perspective of the medium-term structure, it is likely that the index level will still need to fluctuate and bottom out. Building a market bottom out is the mainstream structure, and it takes time to choose a new direction. In the short term, the market transaction volume has increased, the theme has rebounded significantly, the popularity and confidence have been effectively activated, and the resonance of factors such as the return of foreign capital has left trading space for the market.However, you need to pay attention to the rhythm in trading, it is not suitable to chase the rise aggressively, and you need to control your positions. Large positions still need to be patiently waiting for the clear bottom structure of the market and follow-up after the major events are implemented. Since Shanghai Composite Index is about to complete the short-term pull of the daily 20-day moving average, there will still be a process of confirming the retracement at the beginning of next week. If the retracement confirms the completion of the small double bottom , a new wave of rebound market will be opened, and an important time window will be around the 20th.
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