The three A-share indexes collectively closed up in early trading. By midday, the Shanghai Composite Index rose by 0.26%, the Shenzhen Component Index rose by 0.24%, the North Stock Exchange 50 fell by 0.85%, the Growth Enterprise Market Index rose by 0.58%, and the half-day turnover in Shanghai and Shenzhen stock markets was 477.7 billion yuan. More than 2,800 stocks in the two cities fell, and northbound funds sold 1.014 billion yuan in half a day.
On the theme of the sector, digital currency, cross-border payment, textile manufacturing and other sectors were among the top gainers; Diet pills, precious metals and other sectors led the decline.
On the disk, digital currency concept stocks led the gains in early trading, () 20CM daily limit, () and () rose by more than 10%, and () and () both had daily limit; Banks, insurance, securities and other major financial sectors rose near midday, () daily limit, () rose by more than 7%, (), (), (), (), (), (), (), etc. rose one after another; The textile manufacturing sector was among the top gainers, with both () and () daily limit, and () rose by over 8%; The concept stocks of diet pills pulled back in early trading today, with () down limit, (), (), Kang Peng Science and Technology, () and other stocks falling more than 7%; In terms of popular stocks, () staged a day board and recorded 7 boards in 10 days.
Plate analysis:
Straight flush hot stock list:
Transaction review:
At 09: 25, A shares opened, with the Shanghai Composite Index opening 0.09%, Shenzhen Component Index opening 0.2% and Growth Enterprise Market Index opening 0.36%. Cross-border payment and digital currency concept stocks were active.
At 09:28, the concept stocks of diet pills pulled back, Baihua Pharmaceutical fell by a word, Hanyu Pharmaceutical and Jinkaishengke fell by more than 6%, and many stocks such as (), Changshan Pharmaceutical and () opened lower.
At 09:30, the cross-border payment sector was active at the beginning of the session. Huafeng Microfiber had a daily limit of 20CM, Kelan Software opened 11.82% higher, and Chutianlong, (), (), Zhongke Jincai and other stocks opened over 5% higher.
At 09:37, the concept stocks of computing power continued to be active. (1) The daily limit again recorded 3 boards for 4 days, (2 boards) and (1) the daily limit, (), () and () followed up.
At 09:39, orient securities fell rapidly in early trading, and its share price once fell more than 8%. In the news, orient securities’s shareholding () and other related matters are included in the scope of verification.
At 09:47, lithium battery concept stocks bottomed out, () quickly pulled up the daily limit, () rose by over 15%, () rose by over 10%, and (), (), Zhenhua New Materials and () followed suit.
At 09:50, the textile manufacturing sector rose in intraday trading, Fengzhu Textile rose daily, Jujie Microfiber rose by more than 5%, and Yingfeng shares, (), () and () followed suit.
At 09:51, the securities sector rose, Huachuang Yunxin rose by more than 5%, and china galaxy, Huatai Securities, CITIC Securities and Everbright Securities rose one after another.
At 09:52 (), the intraday price rose by 219.32%, hitting a temporary stop.
At 09:54 (), the daily limit rose again, recording 8 consecutive boards, and the turnover exceeded 800 million yuan.
At 09:55 (), shares and bonds all fell, and gemdale’s share price approached the daily limit. The corporate bond "16 Jindi 02" fell more than 25% and hit the temporary stop, "21 Jindi 01" fell more than 13% and "21 Jindi 03" fell more than 9%. Gemdale announced yesterday that Ling Ke applied to resign as a director, chairman and member of the strategy committee of the board of directors due to physical reasons.
At 09:57, the precious metal plate fluctuated and fell, () fell by nearly 5%, and (), (), () and () fell by over 3%.
10:00 According to () iFinD data, half an hour after the opening, the turnover of Shanghai and Shenzhen stock markets reached 239.9 billion yuan.
At 10: 05, CPO concept stocks fell, () and () fell more than 7%, (), () and () fell more than 5%.
At 10:08, oil and gas stocks bottomed out, () rose by over 7%, () rose by over 5%, and () rose by nearly 4%. The stock once fell by over 8% in early trading.
At 10:11, the mask aligner plate oscillated lower, () fell more than 6%, () fell more than 5%, Torch Light Technology and Tengjing Technology fell more than 4%, and American and Egyptian technologies, () and () followed suit.
At 10:25, the whole vehicle sector continued to fall, () fell by nearly 5%, () fell by nearly 5%, () fell by more than 3%, and (), () and () followed.
At 11:03, the banking, insurance, securities and other financial sectors rose in intraday trading, Huachuang Yunxin had a daily limit, china galaxy and Guolian Securities rose more than 4%, and Capital Securities, Cinda Securities, Ruifeng Bank, (), New China Life Insurance and China Pacific Insurance rose one after another.
News:
1. CITIC Securities: Listed central enterprises frequently increase their repurchase, and the liquidity on the market continues to improve.
Citic Securities Research Report pointed out that on October 16, a number of listed central enterprises issued announcements on increasing holdings (progress) and repurchase. Since August, listed central enterprises have frequently increased their holdings and repurchased, which is an important measure to implement the Work Plan for Improving the Quality of Listed Companies Holding by Central Enterprises, guide the rational return of the value of listed central enterprises and stabilize the capital market. From the historical experience, the repurchase tide has a positive effect on market sentiment and stock price in the bottom interval. In addition to increasing holdings and repurchases, the slowdown in financing, the slowdown in reducing holdings, and the countercyclical adjustment of policies also reflect the improvement of market liquidity, which is conducive to the re-opening of investors on the sidelines. In terms of configuration, according to the strategy focus recommendation, it is still recommended to divide the layout into three stages: pro-cycle, science and technology and white horse.
2. Insiders: The transformation of villages in cities is expected to incite the trillion-dollar market.
According to the Economic Information Daily, the reporter learned that the renovation of urban villages in Beijing, Shanghai, Guangzhou, Shenzhen, Chongqing and other places is steadily spreading. A few days ago, the Ministry of Housing and Urban-Rural Development made it clear that the reconstruction of urban villages in mega-cities in China will be divided into three categories: demolition and new construction, regular rectification and upgrading, and combination of demolition and integration. According to the information system of urban village reconstruction of the Ministry of Housing and Urban-Rural Development, there are currently 162 urban village reconstruction projects in China. According to industry insiders, the renovation of villages in cities has not only improved the living environment of residents, but also changed the space for new life into new development. According to some data, it is conservatively estimated that the annual investment in the renovation of villages in cities in China will reach 840 billion yuan.
3. Russian President Vladimir Putin arrived at Beijing Capital International Airport by plane.
According to CCTV news, today, Russian President Vladimir Putin arrived at Beijing Capital International Airport by plane. President Putin will attend the third "Belt and Road" international cooperation summit forum and participate in related activities.
4. Asked about the announcement of the new M7 car care plan: the delivery delay is up to 10,000 yuan.
According to Sina Finance, on October 17th, AITO asked the community about the new M7 car care plan, which announced that if the delivery of vehicles is delayed, users will be able to enjoy the car care subsidy up to 10,000 yuan. It is reported that for new M7 users who have completed the big payment before November 30th, 2023, the order status on AITO App starts from the date when the delivery plan is confirmed to the date when the vehicle has arrived at the store. If the waiting period in the table below is exceeded, they will receive the cash subsidy for picking up the car according to the number of days (the date when the vehicle has arrived at the store-the date when the delivery plan has been confirmed-the waiting period). The standard of overdue subsidy is 200 yuan/day, up to 10,000 yuan.
5. Lei Jun: The official version of Xiaomi’s brand-new operating system 澎湃 OS has been packaged.
Lei Jun announced in his personal Weibo that Xiaomi’s brand-new operating system, Xiaomi HyperOS, has been packaged for the official version. Xiaomi 14 series, the first mobile phone equipped with a new system, has been delivered to the factory to start production. From this moment on, Xiaomi 澎湃 OS will gradually replace MIUI.
6. Baidu released Wen Xin Model 4.0 Li Yanhong: The comprehensive level is not inferior to GPT-4.
According to the Securities Times, on the 17th, Li Yanhong, founder, chairman and CEO of Baidu, announced the official release of Wenxin Big Model 4.0 and started the invitation test. He said that this is by far the most powerful Wenxin model, which has achieved a comprehensive upgrade of the basic model, and has significantly improved its understanding, generation, logic and memory abilities. The comprehensive level is "not inferior to GPT-4".
7. gemdale responded to the resignation of Chairman Ling Ke: it is a normal management team handover and will not have a significant impact on the company’s operations.
According to Jingwang.com, on the morning of October 17th, regarding the resignation of Ling Ke, the chairman of the company, gemdale responded to the reporter that the resignation of Chairman Ling Ke was really due to physical reasons. The relevant person in charge of gemdale said that the resignation of Chairman Ling Ke and the replacement of Chairman Huang Juncan were normal management team handover and would not have a significant impact on the company’s operation.
8. China Mobile: Customizing the Mate 60 model is a routine action. This purchase also involves the Pro version.
According to the Securities Times, recently, () Tendering and Purchasing Network disclosed five terminal procurement projects of mobile phone products such as Huawei Mate 60 Equity Edition-single source procurement information announcement. According to the announcement, China Mobile plans to purchase five mobile phone products including Huawei Mate 60 Rights Edition, with a demand of 1.2 million sets. China Mobile’s purchase triggered a heated discussion in the market. The reporter learned from relevant persons of China Mobile that this purchase belongs to the normal customized version (equity version) of China Mobile. It is understood that the rights edition model means that China Mobile will customize its own business such as mobile cloud disk on the terminal, which is not much different from the public edition model. In the above announcement, except for Huawei Mate 60 rights edition, the models of the other four mobile phones were not disclosed; According to the information obtained by the reporter, the other four models include Mate 60 Pro and Mate 60 Pro+.