On November 24, the three major indexes fluctuated slightly throughout the day, driven by spirits and banking sectors, the Prev once returned to 3600 points in the afternoon. Photovoltaic, lithium, energy storage and other new energy plates weakened, Deye shares closed down the limit. Clothing home textile plate pulled up, Wanlima and other 8 shares rose by the daily limit; registered secondary shares were highly active, Zhongjie Seiko rose by the limit again; on the whole, the rotation of the plate accelerated, the persistence of hot spots was poor, individual stocks rose and fell half and half, and the turnover in Shanghai and Shenzhen exceeded 1.2 trillion yuan, breaking through trillion yuan for the 24th trading day in a row.
By the close, the Prev index was up 0.1%, the Shenzhen Composite Index was down 0.12%, and the gem Index was down 0.4%. Northbound funds bought nearly 2.4 billion yuan net throughout the day, marking the fourth consecutive day of net purchases.
On the news, it is reported that on November 22, the Henan Provincial Development and Reform Commission issued a notice requiring the smooth and orderly promotion of roof photovoltaic power generation. However, Dengzhou City, Henan Province, as a pilot area, has previously issued a notice forbidding enterprises to disrupt the local roof pilot development work. Recently, the "notice on suspending the filing of new photovoltaic power generation projects" circulated online by the Development and Reform Commission of Changde City of Hunan Province has also aroused heated discussion.
The circular mentioned that in accordance with the requirements of the Provincial Development and Reform Commission's Circular on the preparation of the provincial "14th five-year Plan" for the development and utilization of wind and light resources, the provincial development and reform commission organized various districts, counties and cities to declare the wind and light projects to be developed during the 14th five-year Plan. Through a preliminary survey, various districts, counties and cities have declared projects that far exceed the capacity of the power grid. after the study, it is decided that the city will suspend the filing of new photovoltaic power generation projects (including ground and roof) until the proposed development projects of the city's "14th five-year Plan" have been clear. and then start.
Wuling District, which has been included in the roof photovoltaic pilot project of the whole county, is excluded. In July this year, Shaoguan City, Guangdong Province also suspended the filing of some rooftop photovoltaic projects.
In terms of the future, Galaxy Securities pointed out that investor sentiment is still high, the New year market is still expected to start ahead of time, and the structural market will be pulled up alternately around science and technology and consumption. After the adjustment of science and technology since July, under the background of continuous improvement of policies and institutions to support scientific innovation in the multi-level capital market, the main line of the market is expected to return to the fields of science and technology and high-end manufacturing with high magnanimity and high growth.
Northeast Securities said that during the performance vacuum, due to the market's preference for the continuation of high economic logic or clear policy expectations of the track, it is expected that this year's new energy, semiconductors, military industry and other growth lines will still lead the New year's market. In addition, according to the current and future profit growth rate, A-shares can be divided into four directions. Next year's high prosperity will continue in electronics, Dianxin and other industries, while cars, communications, food and beverages, and home appliances will improve marginally. The downturn is mainly in real estate and banks, while the weakening of the economy is for non-banks.
Anxin Securities mentioned that the current focus on undervalued sector valuation repair opportunities, including undervalued small-cap stocks, as well as financial real estate-non-bank / bank / real estate / building materials / home appliances (policy marginal relaxation, lower mid-stream cost pressure), communications / consumer electronics (business transformation), food and beverage (expected price increase) and other sector valuation repair opportunities. Continue to hold the Gaojing long track represented by "Ning combination", including photovoltaic, Xineng vehicles (auto parts, lithium resources, lithium batteries), semiconductors (high-end chips / equipment), military industry, etc.