On November 30, the three major A-share indexes were shaken and sorted out, and the Shanghai Composite Index rose 0.03% to 3563.89; The Shenzhen composite index fell 0.10% to 14795.73 points; The gem index fell 0.22% to 3495.59.
In November, the A-share ended with a monthly increase of 0.47% for the Shanghai index, 2.38% for the Shenzhen Component Index and 4.33% for the gem index. The auto parts sector became the most active theme this month, with many double bull stocks emerging.
Looking forward to the market in December, some institutions said that the bottom of the market was supported by the improvement of economy month on month + steady and loose liquidity. The central bank’s monetary policy implementation report released a wide credit signal, and the market as a whole is expected to fluctuate upward.
doubled shares in November
Although there was no great performance in the index of A-Shares in November, the individual stock market was quite wonderful.
The data show that excluding the new shares listed in November, there are 127 A-Shares (including individual shares of the Beijing stock exchange) with a monthly increase of more than 50%, of which 17 stocks have a monthly increase of more than 100%.
List of stocks that doubled in November:
The monthly increases of Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Andon Health Co.Ltd(002432) , Suzhou Sonavox Electronics Co.Ltd(688533) ranked among the top three, with 285.84%, 214.43% and 206.45% respectively.
On Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) 30, it once rose more than 18%, and the stock reached the 20% limit five times in November. The sharp rise of Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) is directly related to the approval of the covid-19 oral drug molnupiravir (mk-4482 / eidd-2801) of American pharmaceutical giant MSD, The company has clearly clarified that “it has not signed any cooperation agreement with MSD, has no direct cooperation relationship with MSD, has not directly supplied uridine products to MSD, and is not in its qualified supplier list system.”
Andon Health Co.Ltd(002432) the limit was raised again on the 30th, and 11 trading boards were closed in 12 trading days. The main reason for the surge is the “New Coronavirus antigen self testing OTC kit for New Coronavirus,” which is a subsidiary of the US iHealth Labs Inc.
Suzhou Sonavox Electronics Co.Ltd(688533) the sharp rise is to step on the air outlet of auto parts in the near future. Statistics show that the company is a supplier of automotive acoustic product solutions.
hotbed of bull stocks in auto parts
Among the above 17 doubled stocks, from the perspective of industry attributes, the auto parts sector contains the most stocks, including Zhongjie (Jiangsu) Technology Co.Ltd(301072) , Suzhou Sonavox Electronics Co.Ltd(688533) , Kunshan Huguang Auto Harness Co.Ltd(605333) , Ningbo Heli Technology Co.Ltd(603917) . In fact, in addition to these four stocks, there are Jiangsu Olive Sensors High-Tech Co.Ltd(300507) , Shanghai Baolong Automotive Corporation(603197) , Hainan Drinda Automotive Trim Co.Ltd(002865) and other stocks, which increased by more than 80% in November.
For the aftermarket opportunities of the auto parts sector, Huaxi Securities Co.Ltd(002926) analyst Cui Yan pointed out that with the promotion of the wave of automotive intelligent electrification, the industry order has been reshaped, and the next will be the golden decade of the development of the automotive industry. “This round of auto parts market started in early October, which is not only short-term improvement and repair, but also should pay attention to the medium and long-term order reconstruction, and firmly look at the future market opportunities of multi component plate.”
Zheshang Securities Co.Ltd(601878) it is suggested to pay attention to the following main investment lines: first, the logic of smooth customer expansion and be optimistic about Tesla‘s industrial chain and the core supplier of the head independent industrial chain; The second is the new direction led by electrification and intelligence.
December continues to interpret the cross year market
Looking forward to December, Ping An Securities believes that the bottom of the market is supported by the improvement of economy month on month + steady and loose liquidity. The monetary policy implementation report of the central bank releases a wide credit signal, and the market as a whole is expected to fluctuate upward. In terms of structure, the current medium and long-term driving forces deserve more attention than short-term factors. It is suggested to focus on three directions of industrial upgrading: first, scientific and technological innovation, including high-end manufacturing and digital economy; Second, green transformation related sectors; Third, the consumption sector with partial adjustment in the early stage and marginal improvement in market expectation.
Northeast Securities Co.Ltd(000686) said that A-Shares will continue to be in the cross-year market in December. It is suggested to start from the following logic in industry configuration: first, look for counter cyclical consumer and growth industries under the background of repeated impact of the epidemic and declining profits; Second, in the main line of high prosperity growth leading the cross-year market, pay attention to the sub sectors with relatively low valuation, such as the cycle growth related to new energy, wind power with low valuation, military industry with performance catalysis at the beginning of next year, etc. Third, under the calendar effect, pay attention to leisure services, household appliances and other industries with partial consumption.
November ends! The CSI 1000 index reached a new high in more than four years, and the auto parts sector rose nearly 30% in November
(China Securities Journal)
