B[Analysis of stocks on consecutive boards on October 9: The promotion rate of stocks on consecutive boards is 40%. Joyoung and Times Wanheng both advanced to 5 consecutive boards] Today, a total of 69 stocks hit the daily limit, and the total number of stocks on consecutive boards is 12, including 4 stocks on three consecutive boards and above. On the previous trading day, there were a total of 10 stocks on consecutive boards, and the promotion rate of stocks on consecutive boards was 40% (excluding ST shares and delisted stocks). In terms of individual stocks, more than 3,200 stocks across the market rose. Short-term funds continued to group high-priced stocks. Joyoung Co., Ltd. and Times Wanheng both advanced to the 5th consecutive board. Highly popular stocks such as Xinhua Wenxuan, Aohong Electronics, and Sino-Singapore have stepped out of the reverse market. Former hot stocks such as Jinjian Rice Industry and Wanxiang Denong also raised their daily limit. In terms of sectors, short drama concept stocks collectively rose sharply in the afternoon. Decai Shares and Longban Media had 2 boards in 3 days, Zhangyue Technology had 2 boards in 4 days, Chinese Online and Mango Super Media had 20cm daily limit; solid-state battery concept stocks differentiated, Zizhu Hi-Tech had 4 consecutive boards, Xiongtao Shares, Fengyuan Shares, and Lingpai Technology all advanced to the second consecutive board. It is worth noting that as the index rebounded in the afternoon, some solid-state battery concept stocks diverged. Shanghai Xiba once dived, and Keheng Shares, Tianci Materials, Liwang Shares, etc. exploded. A[October 9th Daily Limit Analysis] On October 9th, a total of 69 stocks in the market reached their daily limit today, 12 stocks were listed, 14 stocks failed to be closed, and the closing rate was 83% (excluding ST shares and delisted stocks). In terms of focus stocks, Xinhua Media, which was merged and reorganized, had 9 consecutive boards, Xinhua Wenxuan had 7 boards in 10 days, PCB concept stock Aohong Electronics had 9 boards in 15 days, and lithium battery sector Times Wanheng had 5 consecutive boards. A[Review: The three major indexes bottomed out and rebounded and collectively closed in the red, and the film and television media sector broke out] On October 9th, the market bottomed out and rebounded in the afternoon, and the three major indexes collectively turned red. The GEM index once fell by more than 3%. The turnover of the Shanghai and Shenzhen stock markets was 1.9 trillion, 218.4 billion higher than the previous trading day. More than 3,200 stocks across the market rose. On the market, hot spots are rotating rapidly, and the film and television and media sectors continue to rise. Chinese Online, Shanghai Movies, Longban Media, Jishi Media, Mango Super Media, New Classics, and Zhangyue Technology are at daily limit; the lithium battery concept is strong in the market, Times Wanheng has 5 consecutive boards, and Zizhu Hi-Tech has 4 consecutive boards. Board, leading Pai Technology 2 consecutive boards, Jinyuan shares daily limit; agricultural Jinjian Rice Industry, Wanxiang Denong, Dunhuang Seed Industry daily limit; large consumer Guofang Group, Baida Group, Liren Lizhuang daily limit; organic silicon concept is active, Chenguang New Materials daily limit, Dongyue Silicon Material 20CM daily limit. In terms of decline, the wind power equipment sector fluctuated and fell, Daikin Heavy Industry fell to the limit, Haili Wind Power, Tianshun Wind Energy, etc. fell one after another; the PCB concept weakened, and Jinan Guoji closed the limit. As of the close, the Shanghai Stock Exchange Index rose 0.05%, the Shenzhen Component Index rose 0.17%, and the ChiNext Index rose 0.22%. B[The real estate sector rose again, CCCC Development rose by the daily limit] On October 9, the real estate sector rose again in the afternoon, with CCCC Development rising by the daily limit, Shenzhen Property A, Shahe Holdings, Rongan Real Estate, Jinke Holdings, Everbright Jiabao, Beijing Investment Development, etc. soared. On the news, data released by the China Index Research Institute on October 8 showed that during this year’s National Day holiday (October 1 to 7), the number of newly built residential properties in 25 key cities was 551,000 square meters, an average daily increase of 33.8% over last year’s National Day holiday, and basically the same as the same period in 2024; in terms of second-hand housing, the average daily number of units sold in 11 key cities increased by 42.8% year-on-year. B[Main Fund Monitoring: Net outflows from the electronics sector exceed 16.8 billion yuan] On October 9, the market tracking data showed that today the main funds had a net inflow into non-ferrous metals, cultural media, precious metals and other sectors, and a net outflow from the electronics, semiconductor, mechanical equipment and other sectors, of which the electronic sector had a net outflow of 16.898 billion yuan. In terms of individual stocks, Ningde Times ranked first with a net purchase of 2.459 billion yuan, followed by Tianci Materials, Zijin Mining, and Dongyue Silicon Materials with a net inflow of main funds; Xinyi Sheng ranked first with a net sale of 1.039 billion yuan, and Zhongji InnoLight, Dongshan Precision, and Fenghua Hi-Tech ranked first with a net outflow of main funds. A[The film and television and media sectors expanded their gains, and more than a dozen stocks including Chinese Online hit their daily limits] On October 9, the film and television and media sectors expanded their intraday gains, with Chinese Online hitting their daily limit of 20cm. Previously, Shanghai Film, Longbian Media, Jishi Media, New Classics, Palm Reading Technology and other stocks hit their daily limits. Liujin Technology, New Media Shares, and Mango Super Media all rose by more than 10%. B[AI pharmaceuticals and CRO concepts pick up in the afternoon, Berry Genetics 6 days and 3 boards] On October 9th, AI pharmaceuticals and CRO concepts picked up in the afternoon, Berry Genes went straight up to the daily limit, out of 6 days and 3 boards, Technomax rose by more than 10%, Jinshi Yaoyao, Tuojing Life, InnoCare, Shenzhou Cells, etc. quickly surged higher. According to the news, Isomorphic Labs, an AI drug research and development start-up, is advancing preliminary negotiations for a new round of financing. The post-investment valuation of this round is at least US$40 billion, and is expected to reach a maximum of US$50 billion. B[The securities sector fluctuated and rebounded, Huaxin shares hit the daily limit] On October 9th, the securities sector fluctuated and rebounded in the afternoon, Huaxin shares hit the daily limit, and Harbin Investment Co., Ltd., Soochow Securities, CICC, Oriental Fortune, Yangtze Securities, etc. quickly followed suit. B[Gold concept fluctuated and rebounded, and gold hit the daily limit in the West] On October 9, the gold concept fluctuated and rebounded in the afternoon, and gold hit the daily limit in the west. CICC Gold, Shanjin International, Chifeng Gold, Zijin Mining, and Sichuan Gold followed suit. On the news, spot gold expanded its gains to 1.2% during the day, standing above $4,180 per ounce. B[Retail concept rose again in the afternoon, and the top 100 groups rose by the daily limit] On October 9th, the retail concept rose again in the afternoon, with the top 100 groups hitting the daily limit. Previously, Guofang Group hit the daily limit, and Guoguang Chain, Dongbai Group, Zhongbai Group, and Central Shopping Center followed suit. On the news, value-added tax invoice data from the State Administration of Taxation showed that national service consumption was strong during the National Day holiday, and the average daily sales revenue of related industries increased by 19.5% year-on-year, of which tourism and entertainment services increased by 23.6%, and catering services increased by 9%. A[Analysis of midday daily limit on October 9th] On October 9th, at noon today, a total of 27 stocks in the market reached their daily limit, 11 stocks were listed, 15 stocks failed to be blocked, and the blocking rate was 64% (excluding ST shares and delisted stocks). In terms of focus stocks, Xinhua Media, which was merged and reorganized, has 9 consecutive boards, the battery industry chain's Era Wanheng has 5 consecutive boards, and Zizhu Hi-Tech has 4 consecutive boards. A[Afternoon Commentary: The GEM index fell 2.61% and fell below 3,000 points. The lithium battery concept bucked the trend and strengthened] On October 9, the market fell collectively in early trading, and the GEM index fell below 3,000 points. The half-day turnover of the Shanghai and Shenzhen stock markets was 1.17 trillion, 62.8 billion higher than the previous trading day. More than 4,300 stocks across the market fell. On the market, the lithium battery concept bucked the trend and strengthened during the session, with Liwang Co., Ltd. having a 30CM double board, Times Wanheng having a 5-way board, Zizhu Hi-tech having a 4-way board, Lingpai Technology having a 2-way board, Tianci Materials and Jinyuan shares rising to their daily limit; agricultural Jinjian Rice Industry and Wanxiang Denong rising to their daily limit; large consumers Guofang Group and Liren Lizhuang trading at their daily limit; silicone concepts were active, M&G New Materials rising to their daily limit, and Dongyue Silicon Materials rising to their daily limit 20CM. In terms of decline, the concept of computing power hardware collectively weakened, with MLCC and PCB leading the decline. Yunzhong Technology, China Ceramics Materials, and Fangbang Shares fell by more than 10%, and Huazheng New Materials and Jinan Guoji fell by the limit. As of the close, the Shanghai Stock Exchange Index fell 1.21%, the Shenzhen Component Index fell 2.09%, and the ChiNext Index fell 2.61%. B[Main Fund Monitoring: CATL Net Buying Exceeds 1.5 Billion] On October 9, market tracking data showed that in early trading today, main funds had a net inflow into the agriculture, forestry, animal husbandry, fishery, precious metals, beauty care and other sectors, and a net outflow from the electronics, semiconductor, mechanical equipment and other sectors, of which the electronic sector had a net outflow of over 17.3 billion yuan. In terms of individual stocks, Ningde Times ranked first with net purchases of over 1.5 billion yuan by main funds. Dongyue Silicon Materials, Tianci Materials, and Jinjian Rice Industry ranked first in net inflows of main funds; Zhongji InnoLight suffered net sales of more than 1 billion yuan, and Xinyi Sheng, China Ceramics Materials, and Shenghong Technology ranked first in net outflows of funds. A[Lithium battery concept continues to rise, Tianci Materials and other stocks have reached daily limit] On October 9th, lithium battery concept continued to rise during the session, with Tianci Materials and Jinyuan shares hitting the daily limit. Previously, Times Wanheng had five consecutive boards, Longpan Technology, Zizhu Hi-Tech, Corun, Xiongtao shares and other stocks hit the daily limit, and Liwang and Keheng shares rose by more than 10%. In terms of news, according to the latest research on the industry chain, six battery sample companies planned to schedule a total of 214.6GWh in October, a 57% year-on-year increase and a month-on-month increase of 4%. The year-on-year growth rates of positive electrode, negative electrode and electrolyte production are close to or exceeding 48%. B[The coal sector fluctuated and rose, Antai Group's 2 consecutive stocks] On October 9th, the coal sector fluctuated and rose during the session, with Antai Group's 2 consecutive stocks, China Shenhua, China Coal Energy, Yankuang Energy, Shanxi Coking Coal, etc. following the rise. On the news, according to information released by CNBC Indonesia on October 7, due to supply problems, the price of coal has risen unstoppably. The price of thermal coal in the international market has continued to rise in the past week and has exceeded US$150 per ton. A[GEM Index fell more than 3%, computing power hardware led the decline] On October 9, the index weakened, the GEM Index fell more than 3.00%, the Shanghai Stock Exchange Index fell 1.19%, and the Shenzhen Component Index fell 2.39%. Computing hardware, semiconductor chips, medicine and biology, robotics, and military industry were among the top decliners, with nearly 4,400 stocks falling in Shanghai, Shenzhen, and Beijing.
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