news

cailianshe reported on september 26 that 147 stocks hit the daily limit today, 13 stocks hit the daily limit, and the closing rate was 89%. shuangcheng pharmaceutical hit the daily limit for 10 consecutive days, hytera hit the daily limit for 6 consecutive days, yatai group, hengyin technology, and zhongnan shares hit the daily limit for 4 consecutive days, yonghui supermarket, minmetals capital, tianfeng securities, guohai securities, cofco capital, avic industrial finance, cross-border communication, and sunshine shares hit the daily limit for 3 consecutive days, yinzhijie 20cm hit the daily limit for 5 consecutive days for 6 days, silinjie 20cm hit the daily limit for 2 consecutive days, financial street, macalline, zhangjiajie, hefei urban construction, and youhao group hit the daily limit for 2 consecutive days. the turnover of the shanghai and shenzhen stock markets today was 1,162.5 billion yuan, an increase of 5.1 billion yuan from the previous trading day, and it has exceeded one trillion yuan for 2 consecutive trading days. more than 5,100 stocks rose in the entire market, and more than 100 stocks hit the daily limit. as of the close, the shanghai composite index rose 3.61%, the shenzhen component index rose 4.44%, and the chinext index rose 4.42%.

analysis of popularity and consecutive board stocks

thanks to the batch promotion of popular sectors such as big finance, mergers and acquisitions, and real estate, the promotion rate of consecutive board stocks has risen to 64%, among which the promotion rate of three-board and above consecutive board stocks is as high as 100%, and the promotion rate of 2 to 3 is also 50%. as for high-priced stocks, the differentiation trend remains, making the short-term sentiment repair strength significantly weaker than the index. among them, datang telecom, a high-priced stock that broke through the ceiling and floor yesterday and combined with mergers and acquisitions, shrank and closed at the limit, becoming the only non-st stock that fell to the limit in the two markets today. baobian electric, guozhong water, guohua network security, etc. all weakened against the trend. however, shuangcheng pharmaceutical, a popular stock in the concept of mergers and acquisitions, has been promoted to 10 consecutive boards, and china communications construction real estate, which once broke through the ceiling and floor yesterday, also rose strongly to the limit and started repairing. it can be seen that after the overall market continues to strengthen, it is also conducive to the repair and rebound of some broken board stocks the next day. however, in general, the strong operation of the index is still likely to lead to a weakening of the risk preference of high-priced stocks. therefore, even if these high-priced stocks in the early stage are repaired in the short term, their sustainability is difficult to compare with the past.

main line hot spots

on the news front, the political bureau meeting pointed out that efforts should be made to boost the capital market, vigorously guide medium- and long-term funds into the market, and clear the bottlenecks for social security, insurance, and wealth management funds to enter the market. the news stimulated the big financial sector, which was once divided in the morning, to strengthen again in the afternoon. the popular stocks of financial technology and financial holding platforms such as hengyin technology, minmetals capital, cofco capital, and avic industrial finance all achieved promotion, while brokerage stocks tianfeng securities, guohai securities, and popular financial technology stocks with equity transfers such as yinzhijie were promoted for three consecutive days, and leading insurance stocks such as china life, china taiping, and new china life all hit new highs. combined with the continued resonance and strengthening of the big financial sector with the index, and the policy benefits are endless, so in the short term, funds will still focus on this deeply. in addition, under the expectation that brokerage mergers and integration cases are still expected to be implemented one after another, some leading brokerages with this expectation are also worth paying attention to.

the political bureau meeting pointed out that it is necessary to combine consumption promotion with people's livelihood, promote income growth for low- and middle-income groups, improve consumption structure, and cultivate new consumption formats. shanghai previously announced the issuance of a total of 500 million yuan in service consumption vouchers. this series of measures also confirms the recent high-level continued attention to consumption stimulus. other places are also expected to implement relevant policies in succession. with the index rising again, the heavyweight liquor stocks wuliangye, gujing gongjiu, luzhou laojiao, etc., which have been adjusted continuously and have a certain attractiveness in dividend yield, have all hit the daily limit, and kweichow moutai's share price has also soared by more than 9%, second only to 9.5% on october 27, 2021. in addition, many oversold small-cap stocks in food, retail and other sectors have also been listed. among them, yonghui supermarket, which has superimposed equity transfer, has achieved a long-legged second to third. most of the retail stocks that have hit the daily limit are local state-owned assets, which may benefit from both state-owned enterprise reforms and local consumption promotion policies that are expected to be introduced one after another.

the political bureau meeting pointed out that it is necessary to support the merger and reorganization of listed companies, steadily promote the reform of public funds, and study and introduce policies and measures to protect small and medium-sized investors. the popular leader shuangcheng pharmaceutical continued to achieve 10 consecutive promotions in a t-shaped manner. recently, two star market stocks, silinjie and qinchuan iot, which announced mergers and reorganizations, both hit the daily limit. infront micro and many other stocks that have been promoting the merger and injection of hard technology assets such as chips also hit the daily limit. if the highly leading shuangcheng pharmaceutical can continue to withstand the differences and continue the trend, it may effectively open up the high expectations of the entire merger and reorganization concept. if some subsequent cross-border mergers and acquisitions of hard technology cases can continue to emerge and form a scale effect, it will also be beneficial for the entire merger and reorganization concept to continue to maintain high popularity.

tesla announced that robotaxi will be released on october 10, california time. previously, weride and uber, the world's largest mobile travel and delivery technology company, announced a strategic partnership to jointly promote weride's self-driving vehicles to be launched on the uber platform, and will first start operations in the uae. at the same time, south korea announced that the first batch of night self-driving taxis will be put into operation in gangnam district, seoul from the 26th. with multiple positive factors, the popularity of the smart driving industry chain has continued to increase recently. veken precision, ruima precision, riying electronics, lianchuang electronics and other stocks have hit the daily limit, and hengshuai co., ltd., yutong optics, baolong technology and other stocks have risen by more than 7%. compared with previous generations of smart driving, tesla robotaxi and fsd system laser radar and related cleaning systems are expected to become new additions, while data processing, computing power, and iot platform services are expected to become potential growth points.

outlook

today, the trading volume of the two markets exceeded 1.1 trillion yuan for the second consecutive day, and the shanghai composite index regained the 3,000-point integer mark with a 100-point long-term rise, rising by more than 250 points in three days. from the recent leading direction of the index's resonance, big finance and real estate are still dominated by the monetary easing direction led by interest rate cuts and reserve requirement ratio cuts, while big consumption is expected to benefit fully from the subsequent fiscal efforts. therefore, the recent deep v rebound of the index is still driven by the market's expectations for a series of loose policies. commodities such as nonferrous metals that also benefit from the interest rate cut and easing cycle may also have room for repair. however, after the index was corrected in the morning, it was strengthened again in the afternoon. the accumulated profit chips in the past three days are also quite a lot, and tomorrow is the last withdrawal day before the national day holiday. in the short term, the index may still be tested by the outflow of short-term floating chips and technical corrections.

today's daily limit analysis chart