Comments on A-shares： Shanghai Composite Index rose by 1.05% to recover 3,400 AI points, and the insurance sector rose collectively.
The three A-share indexes rose collectively today. At the close, the Shanghai Composite Index rose by 1.05%, the Shenzhen Component Index rose by 1.47%, the Growth Enterprise Market Index rose by 2.05%, and the North Securities 50 Index fell by 0.97%. The total market turnover was 1,817.6 billion yuan, which was 291 billion yuan more than the previous day. More than 3,600 stocks in the whole market rose.
On the theme of the sector, insurance finance, AI applications, medical services, airport shipping and new urbanization concept stocks were among the top gainers; PEEK materials, auto parts, rare earth permanent magnets, robots and photovoltaic equipment sectors were among the top losers.
On the disk, insurance and AI application concept stocks collectively broke out in early trading, driving the index to fluctuate higher. Before the midday market closed, the biomedical sector exerted its strength, () rose by more than 10%, () rose by daily limit, and (), () and Chengdu leaders were among the top gainers. Robot concept stocks have been divided today, and rebounded in the afternoon. In terms of individual stocks, Weichuang Electric, () rose by more than 10%, () and () rose by daily limit; () fell more than 9%, with Junpu Intelligent, Hechuan Technology, Jiangsu Beiren and () leading the decline. Hainan Free Trade Zone plate was partially adjusted, () fell, (), (), () and so on.
Plate analysis:
Straight flush hot stock list:
Daily limit ladder list:
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List of the strongest outlets:
NO.1 [Artificial Intelligence] There are 30 daily limit stocks and 17 connected stocks in the plate, and the maximum number of connected stocks is 16 days and 11 boards. The representatives of daily limit stocks are Shandong Mining Machinery and Taier.
NO.2 [Western Development] There are 23 daily limit stocks and 8 connected stocks in the plate, and the maximum number of connected stocks is 5 days and 5 boards. The representatives of daily limit stocks are: construction industry and Yunnei Power.
NO.3 [Rural Revitalization] There are 20 daily limit stocks and 7 connected stocks in the sector, and the maximum number of connected stocks is 5 days and 4 boards. The representatives of daily limit stocks are Qianjiang Biochemical and Yunnei Power.
Transaction review:
08:52 As of December 5, the financing balance of the Shanghai Stock Exchange was 952.136 billion yuan, an increase of 2.372 billion yuan over the previous trading day; The financing balance of Shenzhen Stock Exchange was 898.585 billion yuan, an increase of 4.744 billion yuan over the previous trading day; The two cities totaled 1.85 trillion yuan, an increase of 7.116 billion yuan over the previous trading day.
At 09:00, FTSE China A50 index futures opened down 0.05%, and closed up 0.01% in the last trading day and night.
At 09: 25, A shares opened, the Shanghai Composite Index opened 0.06% higher, the Shenzhen Component Index opened 0.08% higher and the Growth Enterprise Market Index opened 0.07% lower.
At 09:26, the ice and snow industry opened higher, () rose by over 8%, () rose by over 6%, and (), (), () and other stocks opened higher. In the news, the "Implementation Plan for Promoting the High-quality Development of Ice and Snow Economy in Northeast China and Helping Comprehensive Revitalization and Making New Breakthroughs" was previously issued. The plan proposes to support the optimization and adjustment of Harbin’s 72-hour transit visa-free policy to 144-hour transit visa-free policy; Support local measures to promote ice and snow tourism consumption in light of actual conditions, and explore the establishment of local ice and snow days and special holidays.
09:27 AI application concept stocks are active again, with Fushi Holdings and () rising by more than 10%, Fengyuzhu, Huayang Lianzhong, Tianyue Digital Branch 2 connected boards, Jincai Internet and other stocks opening higher.
At 09:29, the concept stocks of military informatization opened higher, () the bidding price was up, and Zhan Peng Science and Technology rose more than 6%, (), () and Zhimingda opened higher.
At 09:32, the new urbanization concept stocks surged at the beginning of the session, () rose more than 10%, Quanzhu shares, () hit the daily limit, and Nissin Group and Zhongshe Consulting followed suit. General Offices of the General Office of the Central Committee of the CPC and the State Council issued opinions on promoting the construction of new urban infrastructure and building a resilient city. The main goal is: by 2027, the construction of new urban infrastructure has made significant progress, and its supporting role in the construction of resilient cities has been continuously enhanced, forming a number of experiences and practices that can be replicated and popularized. By 2030, the construction of new urban infrastructure has achieved remarkable results, promoting the construction of a number of high-level resilient cities, continuously improving urban safety and resilience, and making urban operations safer, more orderly, smarter and more efficient.
At 09:34, the education sector rose at the beginning of the session, and the daily limit of Zhonggong Education went out of two consecutive boards, with (), (), () and () rising.
At 09:35, the food and beverage stocks rose at the beginning, and () and () hit the daily limit of food, and Knight Dairy rose over 4%, while (), () and () rose one after another.
At 09:36, the robot concept stocks fell at the beginning of the session, Zhaomin Technology fell more than 9%, Eft and () fell more than 7%, and Jiangsu Beiren and Hechuan Technology followed suit.
At 09:38, the environmental governance concept stocks strengthened at the beginning of the session, and Qianjiang Biochemical went out of four consecutive boards, with () and () daily limit, () and () rising one after another.
09:41 Consumer electronics concept stocks fluctuated higher, () hit the daily limit, () and () rose more than 7%, and () and () followed.
At 09:46, the papermaking sector oscillated higher, () daily limit, () impact daily limit, (), () and () followed up.
At 09:47, the plate of Hainan Free Trade Zone weakened, and the Huluwa fell, and Hainan Development, (), (), () and () followed.
09:57 Fostering diamond concept stocks became active again, and the Yellow River whirlwind continued for 4 consecutive boards, and Huifeng diamond rose by over 17%, followed by (), () and ().
09:59 The cultural media sector continued to rise, and Fushi Holdings, (), (), () and () touched the daily limit.
At 10:11, the real estate sector was active again and again. Huayuan Real Estate, () and Gorgeous Family had daily limit, while (), () and () followed suit.
At 10:15, low-priced stocks continued to be sought after by funds, and many stocks rose continuously. Among them, (1) the cumulative increase was over 170% in 16 trading days, (2) the cumulative increase was over 140% in 13 trading days, and Shandong Mining Machinery was 8 consecutive boards. Driven by this, many low-priced stocks such as Nanjing Gaoxin, Meiyan Jixiang, Sunshine, Gorgeous Family, (), Yabo, Shan Ying International, etc. had daily limit.
At 10:31, Internet finance concept stocks fluctuated and rose, () rose by over 17%, () hit the daily limit, (), wealth trend, and British software rose.
At 10:39, the Growth Enterprise Market Index rose to 1%, the Shanghai Composite Index rose by 0.57%, and the Shenzhen Component Index rose by 0.83%. More than 2,600 stocks in the whole market rose. AI application, big finance and new urbanization concept stocks were among the top gainers.
At 10:42, Shenzhen Component Index and Growth Enterprise Market Index both rose more than 1%.
At 10:42, FTSE China A50 index futures opened lower and went higher, rising more than 1%.
At 10:45, the Shanghai Composite Index regained 3,400 points, rising nearly 1% in the day. The big financial, AI application and real estate sectors were among the top gainers, with over 3,100 stocks in the whole market rising.
At 10:46, the semiconductor sector bottomed out. Chengdu Huawei rose by over 18%, Fengqi Technology rose by over 8%, and Naxinwei, () and Guoxin Technology followed suit.
At 10:52, FTSE China A50 index futures rose to 1.5%.
At 10:54, the retail sector bottomed out, () and () hit the daily limit, while (), () and Huangting International followed suit.
At 11:01, the Growth Enterprise Market index expanded to 2%, and the retail and semiconductor sectors bottomed out.
At 11:04 (), it hit the daily limit, and the turnover exceeded 1.4 billion yuan.
At 11:06, the game sector continued to rise, () the daily limit of 20cm, () rose by over 14%, and (), () and () followed.
At 11:07, the turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion for the 48th consecutive trading day, exceeding 140 billion compared with yesterday.
At 11:13, Leo shares hit the daily limit, which has been continuous for 8 days, and the turnover exceeded 10 billion yuan.
At 11:14, the battery concept stocks fluctuated higher, and Zhenhua New Materials rose more than 7%, () rose more than 4%, and (), () and () followed.
At 11:24, the pharmaceutical sector continued to rise, and Dezhan had a healthy daily limit. Boteng shares and Chengdu Pioneer rose by more than 10%, and Kanglong Chenghua, () and Medici rose one after another.
At 11:25, FTSE China A50 index futures rose more than 2%.
At 11:26, the Growth Enterprise Market Index rose to 3%, the Shanghai Composite Index rose by 1.41%, and the Shenzhen Component Index rose by 2.09%. Biomedical and battery concept stocks continue to exert their strength.
At 13:02, the tourism and hotel sector rose in the afternoon, () went straight up, and Dalian Shengya, (), () and () followed suit.
At 13:13, the lithium extraction plate in Salt Lake continued to rise in the afternoon. () It had a daily limit before, and () rose by more than 6%. (), () and () rose.
At 13:24, the Hainan Free Trade Zone plate bottomed out and rebounded, () pulled up and hit the daily limit, () and () rose more than 6%, and () and () followed suit.
At 13:41, the film and television theater sector continued to rise, () the daily limit was straight, and Huayi Brothers rose more than 4%, followed by (), () and (). Previously, in 2024, the box office of the Lunar New Year movie broke 1 billion.
At 13:58, the robot concept stocks rebounded, and Astar hit the daily limit, and (), Kelda, () and () rose in the short term.
At 14:05, the artificial meat concept stocks changed, () hit the daily limit, () rose by more than 4%, and (), () and () followed.
14:11 According to () iFinD data, up to now, the turnover of Shanghai, Shenzhen and Beijing has exceeded 1.5 trillion yuan, exceeding 220 billion yuan compared with yesterday, including 570.8 billion yuan in Shanghai, 908.2 billion yuan in Shenzhen and 22.6 billion yuan in Beizheng 5.
At 14:35, the consumer electronics sector rose again, () rose by over 19%, Changying Precision rose by over 12%, and (), () and Voice Holdings followed suit.
At 14:52 (), the turnover reached 10 billion yuan, up 1.3% now.
News:
1. OpenAI online full-blooded version of o1 model and ChatGPT Pro with a monthly price of 200 dollars.
In the early morning of Friday, Beijing time, OpenAI held the first show of "12 live broadcasts in 12 days", which brought the full blood version and advanced mode of reasoning model o1 as expected, as well as the ChatGPTPro subscription service with a monthly fee of up to 200 US dollars (about 1450 yuan). Let’s talk about the o1 model that most people can use. After the live broadcast, ChatGPTPlus users have gradually used the full o1 model. The model was first launched in September as a preview version of o1. The characteristic of this kind of model is that it does not "blurt out" when answering users’ questions, but forms an internal thinking chain similar to human thinking mode, thus obviously improving the accuracy of answering professional questions. In short, the full version of the o1 model just launched will be faster, more powerful and more accurate than the preview version, and at the same time, it will increase the ability of multimodal input (you can upload pictures). According to OpenAI, compared with the preview version, the current o1 model "has been trained to be more concise" (about 50% faster), and the probability of making major mistakes in answering difficult real problems has been reduced by 34%. In the demonstration, when answering "List the names, terms of office and major achievements of Roman emperors in the 2nd century", the o1 model "thought" for 14 seconds, while the o1 preview version took 34 seconds. By the way, GPT-4o, who is less capable, will make mistakes when answering this question. (science and technology innovation board Daily)
2. Bank of China: Today, it conducted a 7-day reverse repurchase operation of 190.9 billion yuan, and the winning bid rate was 1.50%.
Bank of China: Today, it conducted a 7-day reverse repurchase operation of 190.9 billion yuan, and the winning bid rate was 1.50%, which was the same as before. Straight flush iFinD data shows that there are 479 billion yuan of 7-day reverse repurchase due today.
3. Media: American lawmakers are considering changes to the Biosafety Act.
Foreign media reported that the Biosafety Law said that American lawmakers are considering changing the bill, and the compromise version includes increasing administrative review of relevant companies, rather than automatically prohibiting biopharmaceutical companies from cooperating with China companies. As of press time, WuXi PharmaTech rose more than 5%, and WuXi Bio rose more than 4%. (Broker China)
4. American lawmakers are considering making changes to the Biosafety Act? The Investor Relations Department of Huada Gene responded: I didn’t know this news.
CRO concept stocks fluctuated strongly, and Wuxi PharmaTech hit the daily limit in the afternoon, () rose more than 2%. In the news, some media reported that the US Biosafety Law said that American legislators were considering changing the bill, and the compromise version included increasing administrative review of relevant companies, rather than automatically prohibiting biopharmaceutical companies from cooperating with China companies. In this regard, the reporter contacted the investor relations department of Huada Gene as an investor, and the relevant person said, "I have not learned about this, and the company announcement shall prevail." (21 Finance)