8 days 7 Board highest rise 126percent! Did you buy three bull stocks in November?

category:Finance
 8 days 7 Board highest rise 126percent! Did you buy three bull stocks in November?


In the view of industry insiders, the trading volume of the index needs to continue to enlarge, and the current volume can not break through the box new high, but also need to continue to wait patiently.

Periodic stock rotation

Source: wind

In the defense and military industry sector, Xinyu Guoke and Hisense increased by more than 10%, AVIC Shenfei trading limit, andaville, Great Wall military industry, Hangfa power, Tianhai defense and so on all ranked first.

Source: wind

Rare earth, nonferrous metals and other plates fell first, real estate, machinery and equipment plate began to rise. As of midday trading, Zhang Jiang high tech, Xiangshan shares, Baoxin technology trading limit, baose shares rose more than 13%.

Tianfeng Securities said that the current Pro cyclical plate and the excess performance of traditional industries, more inclined to think that is a short-term trend. First, the low base of the pro cyclical plate caused by the epidemic situation in the first half of this year makes the growth rate in the first half of next year expected to be higher; second, the epidemic led to a mismatch between global supply and demand, some foreign capacity was transferred to China, and the stock of the superimposed part of the procyclical plate was at a low level, and the price elasticity was enlarged. But looking forward, with the popularization of vaccines, the global economy and monetary and fiscal policies return to normal, and the dominant trend of domestic Pro cyclical industries will be weakened, which is different from the previous investment driven large cycle environment.

With less than two trading days to close in November, which stocks have performed well this month?

According to the closing data on November 26, Xiaokang shares rose 126.03% in November, and gained 7 limit boards in 8 trading days. On the morning of November 27, Xiaokang shares fell 7.22%, with a total market value of 23.2 billion yuan, a half day turnover of 1.256 billion yuan, and a turnover rate of 6.8%.

Source: wind

Xinan shares rose 83.7% in November. Xinan is an enterprise mainly engaged in crop protection and organic silicon materials. On November 4, Xinan Co., Ltd. announced that its subsidiary Zhenjiang Jiangnan New 150000 tons of silicone monomer project reached its production capacity, and the overall scale of Xinan silicone monomer was increased to 490000 tons, accounting for about 15% of the total domestic production capacity.

Medium term shock upward pattern unchanged

In the view of industry insiders, the market is in the horizontal consolidation period in the short term, but the pattern of upward volatility in the medium term remains unchanged.

China Merchants Securities said that the liquidity of A-share market in 2021 may present a state of high before and low after. Different from 2015, this round of residents capital entering the market is more through fund investment, which makes the fund expansion last longer; bank financing subsidiaries have begun to take shape and actively layout hybrid products; insurance funds still have a large space for improvement in the proportion of stocks and funds; the scale of foreign capital increment needs to pay attention to the progress of expansion or the incorporation of science and technology innovation board into Shanghai Stock connect. Ma Wenyu, an analyst of Shanxi securities, believes that in the short term, the two markets may be horizontally arranged near the early high point. The main logic superposition of the future economic recovery cycle and the positive resonance of multiple factors will drive the center to rise continuously. The upward pattern of market mid-term fluctuation will not change. The short-term market volatility is large, and the board rotation is rapid. Investors can pay attention to the allocation opportunities of high-quality objects with reasonable valuation range. In terms of configuration, YueKai securities suggests that the gem logic should follow the main line of the 14th five year plan and focus on the leading assets with cost performance after adjustment, such as the military industry, new energy vehicles and semiconductor sectors with high landscape and policy catalysis; and pay attention to the undervalued sectors with high safety margin, such as household appliances, furniture, insurance, etc. Source: China Securities Journal Editor in charge: Yang Bin_ NF4368

China Merchants Securities said that the liquidity of A-share market in 2021 may present a state of high before and low after. Different from 2015, this round of residents capital entering the market is more through fund investment, which makes the fund expansion last longer; bank financing subsidiaries have begun to take shape and actively layout hybrid products; insurance funds still have a large space for improvement in the proportion of stocks and funds; the scale of foreign capital increment needs to pay attention to the progress of expansion or the incorporation of science and technology innovation board into Shanghai Stock connect.

Ma Wenyu, an analyst of Shanxi securities, believes that in the short term, the two markets may be horizontally arranged near the early high point. The main logic superposition of the future economic recovery cycle and the positive resonance of multiple factors will drive the center to rise continuously. The upward pattern of market mid-term fluctuation will not change. The short-term market volatility is large, and the board rotation is rapid. Investors can pay attention to the allocation opportunities of high-quality objects with reasonable valuation range.

In terms of configuration, YueKai securities suggests that the gem logic should follow the main line of the 14th five year plan and focus on the leading assets with cost performance after adjustment, such as the military industry, new energy vehicles and semiconductor sectors with high landscape and policy catalysis; and pay attention to the undervalued sectors with high safety margin, such as household appliances, furniture, insurance, etc.