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financial news agency, october 6 (editor li chen)on the last trading day before the national day, the a-share market ushered in a wave of daily limit fluctuations. how the market performs after the national day holiday has become the focus of investors' attention. industry insiders said: “although it is impossible to give an absolute judgment,but the current trend of market operation is to develop in the direction of bull market, and the possibility is very high. "industry insiders also said that from the overall valuation of the market, the a-share market is still at a very cheap level, especially china's financial assets, which are seriously undervalued. this underestimation provides a solid basis for the rise of the market. base.

deng lijun of huajin securities stated in a research report released on september 21,historically, a-shares are more likely to rise after the national day., mainly affected by policies and external events, domestic and overseas economic data, the us dollar index, etc. specifically, the probability of a-shares rising in the short term after the national day holiday is higher:since 2010, the shanghai composite index has risen 10 times within 5 trading days after the 2014 national day holiday.。

zhang xia of china merchants securities stated in a research report released on september 22,judging from the industry performance after the national day in the past ten years, the probability of primary industry growth in the five trading days after the national day is generally more than 50%, among which the industries with the highest probability of rising are concentrated in the automobile, non-ferrous metals, textile and apparel, light manufacturing, pharmaceutical and biological industries. in addition,automobiles, pharmaceuticals and biology still have a high probability of rising in the two weeks and one month after the national day.。

tianfeng securities shao jiang and others stated in a research report released on september 30,as the second half of intelligence begins, independent brand car companies are expected to further accelerate the pace of increasing market share by relying on product definition, demand control and differentiated competition., the industry competition landscape is expected to begin to concentrate after 2025. the rapid increase in independent market share is expected to accelerate the rise of independent supply chains. at the same time, the relationship between complete vehicles and parts is expected to be reshaped, industrial integration is accelerating, and the window period for mergers and acquisitions has begun.

analysts said,combining the long and short cycle nesting of automobiles, it is recommended to pay attention to the main lines as follows:: 1) based on the re-confirmation of industry recovery that will bring sector valuation restoration, we recommend changan automobile, byd and great wall motors; optimistic about the changes in the industry structure brought about by the accelerated penetration of intelligence in this round, we recommend jac motors and pay attention to cyrus; 2) intelligentization: the penetration trend of intelligent driving is accelerating, and driverless driving is catalyzing the sector market. we recommend bethel and desay sv. it is recommended to pay attention to keboda, huayang group, jingwei hengrun, joyson electronics, zhongding co., ltd., and asia pacific co., ltd. ; 3) going overseas: going overseas to open up space for growth of parts and components, we recommend xinquan shares, tuopu group, yinlun shares, jifeng shares, huguang shares, ikodi, songyuan shares, etc.; 4) huawei industry chain: it is recommended to pay attention to huawei smart select cars and related targets in the anhui automobile industry chain: ruihu mold, xingyu co., ltd., and feilong co., ltd.

founder securities zhou chaoze and others stated in a research report released on october 1,the policy combination has been implemented, and we are fully optimistic about the rise of the pharmaceutical industry from the bottom. the overall valuation of the pharmaceutical and biological sector has bottomed out, and solid performance is expected to help the value stabilize and recover. among them, vaccines, medical equipment, ivd, cxo, hospitals, etc. have achieved compound growth of more than doubling in revenue and profit in the past five years, especially in the fields of medical equipment, low-value consumables, cxo, etc., driven by innovation and globalization it is expected to achieve long-term steady growth. in addition, chemical drugs and traditional chinese medicine are accelerating their innovative layout, and are expected to take advantage of opportunities such as the national medical insurance plan and the adjustment of the essential drug catalog to achieve rapid product introduction and large-scale production. at the valuation level, the valuation levels of chemical drugs, consumables, ivd and other sectors are relatively low.it is more cost-effective for investment and has a solid performance growth logic, and is expected to gradually stabilize and recover.。

analysts recommend paying attention to: 1) medical service leaders: aier eye hospital, huaxia eye hospital, purui eye hospital, tongce medical, etc.; 2) pharmacies: yifeng pharmacy, laobaixing, yixintang, dashenlin, etc.; 3) traditional chinese medicine focuses on scarce products: pien tze huang , dong'e ejiao, tongrentang, etc.; 4) medical devices focus on innovation and upgrading and accelerating overseas expansion: mindray medical, yahuilong, weili medical, etc.; 5) chemical drugs focus on companies with blockbuster products with real innovation and international potential. : hengrui pharmaceuticals, sansheng guojian, junshi biotech, maiwei biotech, innocare, dizhe pharmaceuticals, etc.