Double financing balance
As of November 29, the balance of the two financial institutions of Shanghai Stock Exchange was reported as 989.728 billion yuan, an increase of 2.535 billion yuan over the previous trading day; The two financial balances of Shenzhen Stock Exchange reported 861.455 billion yuan, a decrease of 640 million yuan compared with the previous trading day; The two cities totaled 1851.183 billion yuan, an increase of 1.895 billion yuan over the previous trading day.
Latest views
On Monday, the two A-share stock indexes opened low and went high. As of the close, the Shanghai stock index fell 0.04%, the Shenzhen Component Index rose 0.22%, the gem index rose 1.00%, the Shanghai and Shenzhen 300 fell 0.18%, the Shanghai Stock Exchange 50 fell 0.01%, and the China Stock Exchange 500 rose 0.03%. The number of gainers in the two cities was 1605, lower than the average value of 2116 last week and higher than 1533 in the previous trading day. The number of daily limit was 96, higher than the average value of 81 last week and higher than 71 on the previous trading day. Northbound funds were net purchases of 3.284 billion yuan, with an average value of 1.142 billion yuan last week, and net sales of 4.489 billion yuan the previous trading day. The turnover of the two cities was 1179 billion yuan, breaking trillion yuan for the 27th consecutive trading day. The bottom of A-Shares rebounded, which basically verified our judgment on the market. At present, the impact of the epidemic on overseas is more obvious. However, due to the good epidemic prevention and control measures in China, the panic of investors is not prominent. During the period of resumption of trading, the sharp decline of European and American stock markets did not have an obvious impact on a shares. At present, from the perspective of the market, it is still possible for A-Shares to continue to strengthen, but it is difficult to break through the region of 3600 points of the Shanghai stock index.
Topic tracking
Today’s focus: in vitro diagnosis, motor industry and aerospace (the focus is only optimistic on that day)
1. Topic of in vitro diagnosis: the covid-19 epidemic has promoted many monitoring methods. Recently, due to the repeated epidemic in China, public health prevention and control has been upgraded, such as the country’s daily normalization of the new covid-19 virus screening platform, and the importance of early patient screening and detection rate, fast, effective and self checking in vitro diagnosis technology is urgently needed for epidemic prevention and control, Repeated epidemics and the pressure of the continuous closure of the customs border will bring opportunities for in vitro diagnosis (epidemic monitoring). It is suggested to pay attention to: Jiangsu Skyray Instrument Co.Ltd(300165) (300165), Shanghai Labway Clinical Laboratory Co.Ltd(301060) (301060).
2. Motor industry: news on November 22, Ministry of industry and information technology The State Administration of Market Supervision recently jointly issued the motor energy efficiency improvement plan (2021-2023) It is planned that by 2023, the annual output of high-efficiency and energy-saving motors will reach 170 million KW, the proportion of in-service high-efficiency and energy-saving motors will reach more than 20%, and the annual power saving will be 49 billion kwh. Enterprises will be guided to update and upgrade key energy consuming equipment such as motors, give priority to high-efficiency and energy-saving motors, and accelerate the elimination of backward and inefficient motors that do not meet the requirements of the current national energy efficiency standards, Promote the high-quality development of motor industry. At present, the penetration rate of high-efficiency and energy-saving motors in China is less than 10%, which means that the penetration rate will increase by at least 10% every year in the next two years. It is suggested to pay attention to: Zhejiang Founder Motor Co.Ltd(002196) (002196), Jiangxi Special Electric Motor Co.Ltd(002176) (002176).
3. Aerospace theme: according to the third quarterly report, the month on month data continued to exceed expectations, the cumulative growth rate of the industry as a whole in the first three quarters was high, and the prosperity of the industry was further verified. Recently, China’s manned spacecraft Shenzhou 13 was successfully launched, which is the last mission in the key technology verification stage of China’s space station; The successful test run of the integral solid rocket motor independently developed by China, which has the largest thrust in the world and can be applied in engineering, marks a significant improvement in China’s solid carrier capacity. The success of aerospace is inseparable from the breakthrough of cutting-edge technologies in many fields. A considerable part of these technologies have the characteristics of transformation to the civil field. After industrialization, they can bring greater increment to the national economy and have high investment value. It is suggested to pay attention to: Hunan Boyun New Materials Co.Ltd(002297) (002297), Avic Heavy Machinery Co.Ltd(600765) (600765).
Risk tips: the epidemic has not been effectively controlled, the macro economy has unexpectedly declined, the liquidity crunch has intensified, and the industrial policies are lower than expected.
