Sino-Singapore Jingwei, November 3rd, on the 3rd, the three major A-share stock indexes oscillated and consolidated, and the Shanghai stock index saw around 3,500 points.

The industry sector generally rose, and the coal sector rebounded from oversold.

  As of the close, the Shanghai Composite Index fell 0.20% to 3,498.54 points.

The Shenzhen Component Index fell 0.07% to 14367.78 points.

The GEM index fell 0.37% to 3,27.09 points.

  On the disk, the coal, medical and health care, agriculture, forestry, animal husbandry and fishery, gas and heat supply, software services and other sectors saw the highest gains, while the shipping, aviation, power, wine, and electrical equipment sectors saw the highest declines.

  As of the close, the ratio of all trading stocks in Shanghai and Shenzhen stocks was 2958:1409, with 63 daily limit and 12 daily limit.

  In terms of northbound funds, the net inflow of northbound funds exceeded 4.2 billion yuan throughout the day, including over 1 billion yuan in Shanghai Stock Connect and over 3.2 billion yuan in Shenzhen Stock Connect.

  In terms of individual stocks, today's daily limit stocks are as follows: Tianxia Show (10.00%), Jixin Technology (9.94%), New Hope (10.01%), Hewang Electric (10.02%), Haiyuan Composite (10.00%).

  The lower limit shares are as follows: Chuan Heng Group (-9.99%), Yunji Group (-9.97%), Tongli Risheng (-10.00%), Shida Shenghua (-10.00%),

  The top five stocks with turnover rate are: Zero Point, Shuyu People, Wanshili, Xiaoming Stock, and Tuoxin Pharmaceutical, which are 70.120%, 57.524%, 55.080%, 53.510%, and 49.736%, respectively.

  In terms of news, recently, companies in the Inner Mongolia Autonomous Region Yitai Group, Mengtai Group, Huineng Group and Xinglong Group took the initiative to lower the price of 5,500 kcal thermal coal pithead to below 1,000 yuan/ton.

From the perspective of market monitoring, coal production across the country has increased significantly recently, coal storage in northern ports and national integrated power plants has increased rapidly, the supply and demand situation of coal has continued to improve, and the spot market prices of coal futures have all declined significantly.

  On November 3, in response to market news that FTSE Russell (FTSE Russell) is considering expanding the scope of its FTSE China A50 Index, FTSE Russell responded to the media that it is conducting various consultations, but has not yet made any decision.

  Regarding the market outlook, Wanhe Securities believes that the current market uncertainties are increasing. Although the overall market is still structural, it is impacted by the overall slowdown in the growth of A-share profits in the third quarterly report, and the market is facing certain adjustment risks.

At this time, market divergence has increased, and low-value blue chips and raw materials affected by price and demand resonance are expected to maintain a high degree of market attention.

There is still a certain risk aversion in the current market, and we can continue to pay attention to the food and beverage sector; due to the continued high price operation and the impact of demand, in the short term, the price of raw materials such as coal will continue to operate at a high level after the price stabilizes, mining and other upstream industries The performance is highly certain; electrical equipment, etc., are affected by the economy and performance, and appropriate attention can be maintained.

  According to the analysis of the Haitong Securities Research Report, from the perspective of factors such as technological trends and political geography, the index will not perform well for the time being, but the structural market will continue, focusing on the new energy and consumer electronics sectors.

In the context of carbon neutrality, in order to achieve the goal of 2060 carbon neutrality, the new energy industry chain will continue to be a highly prosperous industry in the future.

(Zhongxin Jingwei APP)

(The opinions in the article are for reference only and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.)