On November 30, the month ended, driven by the overnight rise in the peripheral market. After the three major A-share indexes collectively opened higher, there was a trend of differentiation of the size index in the early trading, the Prev index maintained the red market shock, the gem index opened high and low, digital currency, hydrogen energy, military industry and other plates were active, domestic software and network security plates were stronger as a whole, and small-cap stocks were relatively active. In the afternoon, the two cities continued to maintain a weak and narrow shock trend, the Prev fell and rebounded, the CSI 1000 Index reached a new high for more than four years, COVID-19 testing concept pulled up, China Shipping system, COVID-19 testing, defense military industry and other plates continued to be active, but the salt lake lithium extraction, CRO concept, rare earth permanent magnet concept as a whole was in the doldrums, and the turnover of the two cities exceeded one trillion yuan for the 28th trading day in a row. Overall, towards the end of the year, all parties in the market are more cautious. The Shanghai and Shenzhen stock indexes are weak, but individual stocks rise more or less, nearly 90 stocks rise by 10% or more, the rotation of the plate continues to accelerate, and the money-making effect is general.
By the close, the Shanghai Composite Index was up 0.03 per cent at 3563.89, the Shenzhen Composite Index was down 0.1 per cent at 14795.73, the gem index was down 0.22 per cent at 3495.59, and the Kechuang 50 index was up 0.3 per cent at 1475.71. So far this month, the Shanghai Composite Index is up 0.47%, the Kechuang 50 Index is up 5.69%, the Shenzhen Composite Index is up 2.38%, and the gem Index is up 4.33%.
On the market, digital currency, network security, software, semiconductors, military industry, hydrogen energy, Internet e-commerce and other plates rose, COVID-19 detection and anti-virus concept rose in late trading, CRO, biological vaccines, salt lake lithium extraction, rare earth permanent magnets, e-cigarettes, wine and other plates fell in the front.
Wind statistics show that the total turnover in Shanghai and Shenzhen is 1.2219 trillion yuan, exceeding 1 trillion yuan for the 28th consecutive trading day, 493.6 billion yuan in Shanghai and 728.3 billion yuan in Shenzhen. In addition, northbound funds accelerated their departure in the afternoon, resulting in a total net outflow of 3.411 billion yuan throughout the day. Of this total, there was a net outflow of 2.185 billion yuan from Shanghai shares and 1.226 billion yuan from Shenzhen stocks. The total northbound capital inflow totaled 18.49 billion yuan this month.
Technology stocks soared collectively and military stocks performed beautifully.
The digital RMB pilot project is expected to be promoted on a large scale. Digital currency concept stocks soar again, a number of stocks rise by the daily limit, 300311.CN is up 20%, 300130.CN (New Capital) is up more than 18%, 300020.CN (Yinjiang Technology) is up more than 12%, and Qitian Technology (300061.CN), Hailian Jinhui (002537.CN), Rendong Holdings (002647.CN) and 000948.CN (000948.CN) are up 10%. According to the development plan for the deep integration of informatization and industrialization in the 14th five-year Plan, the domestic software sector rose, daily interaction (300766.CN) rose 20%, 300687.CN rose more than 13%, Huasheng Tiancheng (600410.CN), Qiming Information (002232.CN), Neusoft Group (600718.CN) rose by the daily limit, and Jinqiao Information (603918.CN), 300170.CN Information, and 603232.CN Software rose sharply. The semiconductor and component sectors are active in the short term, with Minde Electronics (300656.CN) and Ziguangguo Weiwei (002049.CN) rising by the daily limit, HTC (300726.CN) up more than 10%, Tonfu Micro Power (002156.CN) up more than 8%, Huazheng New Materials (603186.CN) and Sheng Gong shares (688233.CN) up more than 5%. The wind power sector rose actively, with Tianshun Wind Energy (002531.CN) and Parker New Materials (605123.CN) rising more than 7%, while time New Materials (600458.CN), Taiyuan heavy Industry (600169.CN), and Hewang Electric (603063.CN) rose. In addition, the national hydrogen energy top-level design is expected to speed up the release, the hydrogen energy sector is stronger, cryogenic shares (300540) rose more than 15%, Jingke Technology (601778.CN) rose the limit, accurate Information (300099.CN), Hanma Technology (600375.CN) and so on rose more than 8%. Lithium battery plate bottomed out and rebounded, Sony Finance (600318.CN), Xilong Science (002584.CN), Crown Castle International Corp Chase (600067.CN), Zhenhua Technology (000733.CN), Guoxuan Tech (002074.CN) followed.
In the afternoon, the military industrial sector continued to rise, with China Shipbuilding Technology (600072.CN), Ganhua Science and Technology (000576.CN), Aerospace Information (600271.CN), Tianao Electronics (002935.CN) and Shield Security Environment (002011.CN) rising by the daily limit, while HTC (300726.CN) rose by more than 10%. Boyun Xincai (002297.CN), China Shipbuilding (600150.CN), Triangle Defense (300775.CN), Jiuzhiyang (300516.CN), Hailanxin (300065.CN), etc., all rose more than 5%. Clothing exports maintained a good growth trend, the clothing home textile sector strengthened, 002634.CN shares (002634.CN) rose nearly 7%, 002875.CN (Anel) rose more than 5%, red bean shares (600400.CN), Wanlima (300591.CN) and so on rose nearly 5%. The medical and pharmaceutical sector rose sharply in late trading, with 300165.CN (Tianrui) up 20%, 301060.CN (301060.CN) up more than 15%, Komei Diagnostics (688468.CN) up more than 12%, Shangrong Medical (002551.CN), Jiu'an Medical (002432.CN), unknown Medicine (002581.CN) up by the daily limit, and 688075.CN up more than 7%. 300318.CN, 300298.CN and 002030.CN have soared by more than 6 per cent. However, the biomedical sector is still in the doldrums, with 002923.CN down 9 per cent, 600222.CN down more than 8 per cent and 300199.CN and others down more than 7 per cent. E-cigarette plate callback, Huabao shares (300741.CN) fell more than 7%, Jiyou shares (603429.CN), Tianyin Holdings (000829.CN), Dafu Technology (300134.CN) have fallen sharply. Rare earth permanent magnet plate continued to decline, Galaxy Magnet (300127.CN), Tiantong shares (600330.CN) fell more than 6%, Guangsheng Nonferrous Metals (600259.CN), Dehong shares (603701.CN), North Mining Technology (600980.CN), Jiuwo Hi-Tech (300631.CN) and so on fell. Alcohol stocks fell at the top, with 000799.CN down more than 4 per cent and stocks such as 600779.CN, 000858.CN and 600519.CN falling more than 2 per cent.
Epidemic panic alleviates the rebound in the global market. China's economic prosperity has rebounded as a whole.
隔夜市场方面，对新发现新冠变异毒株奥密克戎的恐慌缓和，全球资本市场大反弹。11月29日，美股三大指数集体收涨，道指涨0.68%，纳指涨1.88%，标普500指数涨1.32%。科技股集体走高，苹果、谷歌、微软均涨超2%。新能源汽车大涨，特斯拉涨超5%，理想汽车超6%。Moderna涨近12%，公司表示针对奥密克戎的疫苗可能在2022年初准备就绪。此外，全球主要资产价格方面，WTI 1月原油期货收涨1.91美元，涨幅2.8%，报70.06美元/桶；布伦特1月原油期货收涨1.46美元，涨幅2.04%，报73.05美元/桶。COMEX 12月黄金期货收跌0.59%，报1784.64美元/盎司。美元指数基本持稳，96.19。美联储鲍威尔表示，新冠病毒变异毒株奥密克戎和近期新冠肺炎确诊病例的增加对美国的经济再次构成威胁，对通胀前景带来了更多不确定性。拜登则敦促美国人不要对新冠病毒Omicron变体感到恐慌，并表示，美国正在与制药公司合作，如果需要新的疫苗来阻止这种变体的传播，将制定应急计划。
In the overnight market, the panic of the newly discovered new crown mutant O'Micron eased, and the global capital markets rebounded sharply. On November 29th, the three major indexes of US stocks collectively closed higher, with the Dow up 0.68%, the Nasdaq up 1.88% and the S & P 500 up 1.32%. Technology stocks rose collectively, with Apple Inc, Alphabet Inc-CL C and Microsoft Corp all up more than 2 per cent. New energy vehicles soared, with Tesla, Inc. up by more than 5% and Li Auto Inc. by more than 6%. Moderna Inc rose nearly 12%, and the company said a vaccine for O'Micron could be ready by early 2022. In addition, in terms of global major asset prices, WTI January crude oil futures closed up US $1.91, or 2.8%, at US $70.06 per barrel, while Brent January crude oil futures closed up US $1.46, or 2.04%, at US $73.05 per barrel. COMEX December gold futures closed down 0.59% at $1784.64 an ounce. The dollar index was basically stable at 96.19. Fed Powell said that the recent increase in the number of confirmed cases of novel coronavirus mutant O'Micron and COVID-19 posed a threat to the US economy again, bringing more uncertainty to the inflation outlook. Biden urged Americans not to panic about novel coronavirus's Omicron variant and said the United States is working with pharmaceutical companies to develop contingency plans if a new vaccine is needed to stop the variant from spreading.
According to the National Bureau of Statistics, China's manufacturing purchasing managers' index (PMI) was 50.1% in November, up 0.9% from the previous month, above the tipping point, and the manufacturing sector returned to its expansion range. In November, the index of non-manufacturing business activity was 52.3%, down 0.1 percentage points from the previous month, and continued to be above the tipping point, while the non-manufacturing sector maintained a steady recovery. The composite PMI output index was 52.2%, up 1.4% from the previous month, and the three major indices are all in the expansion range, indicating that the overall level of economic prosperity in China has rebounded. According to the interpretation of the Bureau of Statistics, a series of policy measures recently introduced to strengthen energy supply security and stabilize market prices have shown results. In November, the shortage of power supply eased, the prices of some raw materials dropped significantly, and the PMI of the manufacturing industry returned to the range of expansion, indicating that the production and operation activities of the manufacturing industry have accelerated and the level of prosperity has improved. From the perspective of the industry, of the 21 industries surveyed, 12 are higher than the critical point, an increase of 3 over the previous month, and the manufacturing sector has expanded. In addition, the central supervision of financial risks is also on the rise. Recently, the Securities Regulatory Commission conducted an on-site inspection on the implementation of comprehensive risk management of 16 securities companies, focusing on five types of risks. At the policy level, the control of risks has not been lax. Whether it is the category of the real economy or the stable development of the financial level is the main tone.
COVID-19 's negative impact on the limited A-share market is expected to continue in the New year.
Yesterday, the A-share market opened low and went high, finishing with a small shock, which basically digested the influencing factors of external bearish. Today, both the Shanghai and Shenzhen stock markets opened high, quickly rose after the opening, and then fell back in the afternoon. The Shanghai 50 index once fell more than 1%, and Guizhou Moutai led the decline of constituent stocks. The weakening weight had a greater negative impact on the market, and the rise of anti-epidemic-related plates such as COVID-19 detection in late trading played a certain role in supporting the market. The index bottomed out again and showed a high opening and low performance throughout the day. Technically, Prev recovered its 10-day moving average, revising yesterday's low opening and stabilizing market panic. Prev continues to shock and consolidate above the annual line throughout the day, and is still in the box structure of 3330-3630, so it is expected that the short-term index will be sorted out slightly. The curtain is coming to an end in November, and there is no good boost for the market in December. The structural market is still expected to continue, and there is even a need to beware of another decline in the index, but the New year market is expected to continue after a short-term adjustment of the index.
In addition, the emergence of COVID-19 's new variant has a limited negative impact on A-shares, and may even magnify the momentum, driving the market to start in advance of the New year, bringing trend market opportunities for some sectors of the market. At present, the tone of "taking the lead" in China's monetary policy is very clear, and the emergence of new variants has further strengthened loose expectations. To sum up, the fluctuations brought about by emotional changes may not be sustainable, and the confidence of market funds in the control of the domestic epidemic is obviously not low. In addition, the A-share index itself has not risen much compared with overseas, and a large number of underlying valuations are still at historically low levels. This also makes the adjustment space of the market appear limited, and A-shares still have better layout opportunities at present. However, it is estimated that this round of epidemic will not be alleviated soon, the market is more likely to maintain shock, and the rise of the market will also be sawed repeatedly in the shock, so keep in mind that it is not appropriate to chase high. Investors are advised to pay close attention to investment opportunities in aerospace, military industry, electric new and auto parts industries in the short term, and anti-inflation, new energy and semiconductors are still the main directions. For medical and pharmaceutical, non-ferrous mining, coal, water and gas supply and other high prosperity industries can still be bargain-hunting configuration.