As of 15:00, the net outflow of funds from the North was 1.113 billion yuan, that of Shanghai Stock connect was 2.1 billion yuan, and that of Shenzhen Stock connect was 9.87 yuan.
GF Securities pointed out that the GDP 4.9% in the third quarter was a relatively neutral data, and the gap from the pre epidemic situation was mainly in the service industry. In the third quarter, industrial added value increased by 5.8% year-on-year, and that of service industry increased by 4.3%. From this perspective, the economy will continue to improve in the fourth quarter, but it will still be lower than that before the epidemic, and the neutral hypothesis is between 5.5% and 6%.
China Merchants Securities said that since the third quarter, the logic from liquidity driven to fundamental driven has been constantly verified. Entering the fourth quarter, the style may further shift to the undervalued Pro cyclical plate. The market will gradually deduce the logic of from liquidity driven to economic fundamentals driven. Looking forward to the second half of the year to the first quarter of next year, the performance of Pro cyclical areas will be improved to varying degrees, and the value to price ratio will become an important factor in the market consideration again.
CICC pointed out that the production and sales trend was strong in September and the industry entered the peak season. Channel and inventory start, the price is relatively stable. New energy and heavy trucks are expected to maintain a higher landscape. After the epidemic, the car market demand showed a steady recovery, and there is still room for improvement in plate valuation. Recommend ideal car, calf electric, Great Wall Motor, Changan Automobile, BYD, Weichai Power, Huayu automobile.
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