On November 15, the three major indexes fell and turned green after opening high. the sharp fall in the Ningde era led to the weakening of the index, falling more than 1 per cent in intraday trading and losing 3400 points. on the first day of trading on the North Stock Exchange, a number of new stocks rose 60 per cent above their opening prices to trigger a second temporary stop, and the trend slowed down after the resumption of trading. Return to rationality. In terms of plates, lithium shares weakened across the board, meta-cosmic concept stocks remained strong, and food and beverage sectors strengthened under the influence of price increases. The two cities picked up slightly in the afternoon, the decline of the index narrowed collectively, and the index returned to 3400 points. New stocks listed on the Beijing Stock Exchange are still hot today, and the performance of selected translation stocks is relatively weak, most of which have fallen. The turnover of the two cities broke through trillion yuan on the 17th in a row, and northward capital inflows continued to exceed 7 billion yuan. In terms of plates, the Yuanyu plate continued to rise in the afternoon, the performance of the salt lake lithium plate was in the doldrums, and the media plate was pulled up. Overall, individual stocks rise more and fall less, and the money-making effect is general.
From the disk point of view, auto parts, food and beverages, meta-universe concept plate led the increase, agricultural cultivation, the Beijing Stock Exchange concept, silicone concept plate led the decline.
Hot spots:
1. Beijing Stock Exchange
On November 15, the Beijing Stock Exchange officially opened. A total of 81 stocks were traded on the first day, of which 10 were new shares, namely Hanxin Technology, Zhongshi Consulting, Zhonghuan shares, Jingsai Technology, Koda automatic Control, Concentric Transmission, Geoelectric, Zhisheng Information, Guangdao High-tech and Henghe shares.
The first batch of new stocks rose collectively in intraday trading today, with intraday gains of 60% being temporarily suspended for the second time. At one point in intraday trading, concentric transmission rose more than 500%, Zhisheng information rose by more than 370%, geoelectric rose by more than 330%, Jingsai technology rose by about 300%, Guangdao high-tech and Hanxin technology rose by more than 200%.
2. Food and beverage
Boosted by the rising prices of industry leaders, food and beverage stocks rose strongly in intraday trading on the 15th. As of press time, good products stores, Jiahe Foods, Fuling mustard, Weizhixiang, Jiabiyou, Ligao Foods, ancestral shares and other shares rose sharply. Qianhe flavor industry, Zhongju high-tech, Haitian flavor industry and so on rose.
It is understood that since October, a number of leading consumer companies have raised prices for their products in response to the pressure of rising costs.
Message side:
1. The heat continues unabated, with a total turnover of 20 billion yuan in A50ETF's six days on the market.
2. National Development and Reform Commission: at present, the game between supply and demand is fierce, and the expected profit of live pigs may increase slightly.
The prospect of the future market：
Yue Kai Securities pointed out that under the current macro stagflation background, it is appropriate to balance the allocation, and the undervalued plate with higher short-term safety margin has a better allocation opportunity. It is recommended that you pay attention to the following three main lines:
1) with the opening of the North Stock Exchange, brokerages are expected to usher in valuation repair. The establishment of the Beijing Stock Exchange makes securities firms benefit from the multi-dimensional business of listing, recommendation, market-making, trading, M & An and restructuring, the turnover of the new third board is significantly enlarged, and the number of fixed-increase financing plans is significantly increased. Under the catalysis of multiple positive factors such as the opening of the Northern Stock Exchange, high market activity and rising profits, the current PB of the brokerage sector is 1.68x, which is located at 30 per cent in the past decade, and the brokerage sector is expected to usher in valuation repair.
2) the expectation of "stagflation" in the market has increased, and the PPI-CPI scissors gap is expected to decline in the future. With the gradual landing of the guarantee and supply policy and the impact of falling demand, the upward momentum of raw material prices has weakened, and the profit space of enterprises in the middle and lower reaches is expected to be repaired step by step. In the fourth quarter, the profit end of the whole consumption is expected to be gradually improved, it is recommended to pay attention to high-quality large consumer leading companies.
3) Market funds also continue to flow out of the inflation sector, in order to find a high probability of safety margin inflow into the defensive sector with lower valuation, it is recommended to pay attention to the consumer leading enterprises with strong performance certainty. It is recommended to pay attention to the leading companies of high quality and large consumption.