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A股冲高回落沪指尾盘翻红 创指11月累涨超4%跨年行情或继续
A-share rushes higher and falls back Prev turned red in late trading and the index rose more than 4% in November. The New year's market may continue.

財華社 ·  {{timeTz}}

11月30日,本月收官,受隔夜外围市场上涨带动,A股三大股指集体高开后,早盘走出大小指数分化走势,沪指维持红盘震荡,创业板指高开低走,数字货币、氢能源、军工等多板块活跃,国产软件、网络安全板块整体走强,小盘股相对活跃。午后,两市继续保持弱势的窄幅震荡态势,沪指下探回升,中证1000指数创逾4年新高,新冠检测概念拉升,中船系、新冠检测、国防军工等板块持续活跃,但盐湖提锂、CRO概念、稀土永磁概念整体较低迷,两市成交额连续第28个交易日突破万亿。总体而言,临近年底,市场各方均较为谨慎,沪深两市指数表现弱势,但个股涨多跌少,近90只个股涨幅达到或超过10%,板块轮动持续加速,赚钱效应一般。

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.

截止收盘,上证综指涨0.03%报3563.89点,深证成指跌0.1%报14795.73点,创业板指跌0.22%报3495.59点,科创50指数涨0.3%报1475.71点。至此,本月上证综指涨0.47%,科创50指数涨5.69%,深证成指涨2.38%,创业板指涨4.33%。

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%.

盘面上,数字货币、网络安全、软件、半导体、军工、氢能、互联网电商等板块涨幅前列,新冠检测及抗病毒概念尾盘拉升,CRO、生物疫苗、盐湖提锂、稀土永磁、电子烟、酿酒等板块跌幅靠前。

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统计显示,沪深两市成交总额12219亿元,连续第28个交易日突破1万亿元,沪市成交4936亿元,深市成交7283亿元。此外,北向资金午后加速离场,全天合计净流出34.11亿元。其中,沪股通净流出21.85亿元,深股通净流出12.26亿元。本月北向资金合计净流入184.9亿元。

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.

科技股集体大涨 军工股表现靓丽

Technology stocks soared collectively and military stocks performed beautifully.

数字人民币试点有望大范围推广,数字货币概念股再度大涨,多只个股涨停,任子行(300311.CN)大涨20%封板,新国都(300130.CN)涨超18%,银江技术(300020.CN)涨超12%,旗天科技(300061.CN)、海联金汇(002537.CN)、仁东控股(002647.CN)、南天信息(000948.CN)等涨10%。“十四五”信息化和工业化深度融合发展规划发布,国产软件板块拉升,每日互动(300766.CN)20%涨停,赛意信息(300687.CN)涨超13%,华胜天成(600410.CN)、启明信息(002232.CN)、东软集团(600718.CN)等涨停,金桥信息(603918.CN)、汉得信息(300170.CN)、格尔软件(603232.CN)等大幅上涨。半导体及元件板块短线活跃,民德电子(300656.CN)、紫光国微(002049.CN)等涨停,宏达电子(300726.CN)涨超10%,通富微电(002156.CN)涨超8%,华正新材(603186.CN)、神工股份(688233.CN)等涨超5%。风电板块活跃冲高,天顺风能(002531.CN)、派克新材(605123.CN)涨超7%,时代新材(600458.CN)、太原重工(600169.CN)、禾望电气(603063.CN)等跟涨。此外,国家氢能顶层设计有望加快对外发布,氢能源板块走强,深冷股份(300540)涨超15%,晶科科技(601778.CN)涨停,精准信息(300099.CN)、汉马科技(600375.CN)等涨超8%。锂电池板块探底回升,新力金融(600318.CN)、西陇科学(002584.CN)、冠城大通(600067.CN)等涨停,振华科技(000733.CN)、国轩高科(002074.CN)等跟涨。

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.

午后,军工板块继续冲高,中船科技(600072.CN)、甘化科工(000576.CN)、航天信息(600271.CN)、天奥电子(002935.CN)、盾安环境(002011.CN)等涨停,宏达电子(300726.CN)涨超10%,博云新材(002297.CN)、中国船舶(600150.CN)、三角防务(300775.CN)、久之洋(300516.CN)、海兰信(300065.CN)等均涨超5%以上。服装出口保持良好增势,服装家纺板块走强,棒杰股份(002634.CN)涨近7%,安奈儿(002875.CN)涨超5%,红豆股份(600400.CN)、万里马(300591.CN)等跟涨近5%。医疗医药板块尾盘大幅拉升,天瑞仪器(300165.CN)大涨20%封板,兰卫医学(301060.CN)涨超15%,科美诊断(688468.CN)涨超12%,尚荣医疗(002551.CN)、九安医疗(002432.CN)、未名医药(002581.CN)涨停,安旭生物(688075.CN)涨超7%,博晖创新(300318.CN)、三诺生物(300298.CN)、达安基因(002030.CN)等大涨超6%。不过,生物医药板块仍旧低迷,润都股份(002923.CN)跌9%,太龙药业(600222.CN)跌超8%,翰宇药业(300199.CN)等跌逾7%。电子烟板块回调,华宝股份(300741.CN)跌超7%,集友股份(603429.CN)、天音控股(000829.CN)、大富科技(300134.CN)等纷纷大跌。稀土永磁板块持续下行,银河磁体(300127.CN)、天通股份(600330.CN)跌超6%,广晟有色(600259.CN)、德宏股份(603701.CN)、北矿科技(600980.CN)、久吾高科(300631.CN)等纷纷跟跌。酒类股跌幅靠前,酒鬼酒(000799.CN)跌超4%,水井坊(600779.CN)、五粮液(000858.CN)、贵州茅台(600519.CN)等股跌超2%。

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.

疫情恐慌缓和全球市场大反弹 我国经济景气水平总体回升

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.

11月30日,国家统计局发布,11月份,中国制造业采购经理指数(PMI)为50.1%,比上月上升0.9个百分点,位于临界点以上,制造业重回扩张区间。11月份,非制造业商务活动指数为52.3%,比上月略降0.1个百分点,继续高于临界点,非制造业保持稳定恢复。综合PMI产出指数为52.2%,比上月上升1.4个百分点,三大指数均位于扩张区间,表明我国经济景气水平总体有所回升。统计局解读称,近期出台的一系列加强能源供应保障、稳定市场价格等政策措施成效显现,11月份电力供应紧张情况有所缓解,部分原材料价格明显回落,制造业PMI重返扩张区间,表明制造业生产经营活动有所加快,景气水平改善。从行业情况看,在调查的21个行业中,12个高于临界点,比上月增加3个,制造业景气面有所扩大。另外,中央对金融风险的监管力度也在提升,证监会近期对16家证券公司全面风险管理落实情况开展了现场检查,重点重点关注5类风险,政策层面上对风险的管控并没有松懈。无论是实体经济范畴还是金融层面稳定发展是主基调。

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.

新冠负面冲击有限 A股跨年行情有望继续

COVID-19 's negative impact on the limited A-share market is expected to continue in the New year.

昨日A股市场低开高走、小幅震荡整理,基本消化了外围利空的影响因素。今日沪深两市双双高开,开盘后快速上行,随即遇阻回落,午后两市一度震荡跳水翻绿回落,上证50指数一度跌超1%,贵州茅台领跌成份股,权重走弱对大盘产生较大的负面影响,尾盘新冠检测等抗疫相关板块崛起,对市场有一定支撑作用,指数再次探底回升,全天呈现高开低走表现。技术上,沪指收复10日均线,对昨日的低开有所修正,稳定了市场的恐慌情绪。沪指全天继续在年线上方区域震荡整固,目前仍处于3330-3630的箱体结构中,预计短线指数小幅整理的可能性较大。11月即将落下帷幕,对于12月来说市场没有太好的提振,结构性行情仍有望延续,甚至还需谨防指数再次走低,不过指数短期调整之后,跨年行情有望继续。

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.

另外,新冠新变异株的出现对A股的负面冲击有限,甚至或将带动量能放大,驱使跨年行情提前启动,为市场部分板块带来趋势性行情机会。目前我国货币政策“以我为主”的基调十分清晰,而新变异株的出现使宽松预期进一步走强。综上,情绪变化带来的波动或难持续,市场资金对于国内疫情控制的信心明显不低,加上A股指数本身涨幅相比海外并不算大,仍有大批标的估值处于历史低位,这也令市场的调整空间显得有限,A股当前仍具有较优布局机会。不过,本轮疫情估计不会很快缓解,市场维持震荡的可能性较大些,市场的上涨也将在震荡中反复拉锯,切记不宜追高,建议投资者短线谨慎关注航天军工、电新以及汽车配件等行业的投资机会,抗通胀、新能源、半导体仍是主要方向,对于医疗医药、有色采选、煤炭、供水供气等高景气行业仍然可以逢低配置。

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.

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In the U.S., investment products and services available through the moomoo app are offered by Moomoo Financial Inc., a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) and a member of Financial Industry Regulatory Authority (FINRA)/Securities Investor Protection Corporation (SIPC).
In Singapore, investment products and services available through the moomoo app are offered through Moomoo Financial Singapore Pte. Ltd. regulated by the Monetary Authority of Singapore (MAS). Moomoo Financial Singapore Pte. Ltd. is a Capital Markets Services Licence (License No. CMS101000) holder with the Exempt Financial Adviser Status. This advertisement has not been reviewed by the Monetary Authority of Singapore.
In Australia, financial products and services available through the moomoo app are provided by Futu Securities (Australia) Ltd, an Australian Financial Services Licensee (AFSL No. 224663) regulated by the Australian Securities and Investment Commission (ASIC). Please read and understand our Financial Services Guide, Terms and Conditions, Privacy Policy and other disclosure documents which are available on our websites https://www.futuau.com and https://www.moomoo.com/au. Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd. and Futu Securities (Australia) Ltd are affiliated companies.