A-share afternoon comment： Shanghai stock index fluctuated and adjusted, and fell by 0.65% in half a day. Zhipu AI concept stocks continued to be strong.

　　The three A-share indexes collectively closed down in early trading. By midday, the Shanghai Composite Index was down 0.65%, the Shenzhen Component Index was down 0.68%, the Growth Enterprise Market Index was down 1.41%, and the Beizheng 50 Index was up 2.44%. The half-day turnover of the whole market was 1,409.1 billion yuan, which was 158.2 billion yuan more than the previous day. More than 4,000 stocks in the whole market fell.

　　In terms of plate theme, intellectual spectrum AI, education, () fruit index and other plates were among the top gainers, while coal, steel and CRO concept plates floated green. On the disk, Zhipu AI concept stocks continued to be strong, (), (), (), () daily limit, parallel technology, () rose by more than 10%; Triplet concept stocks opened higher and went lower, (), () and () fell more than 5%; High-end stocks continue to be active, and the popular leading stocks in mergers and acquisitions () continue to soar. The stock price once broke through 40 yuan, which was ten times higher than the low point (4 yuan) on July 25, 2024. () 20 boards in 24 days, () 13 boards in 13 days, () 8 boards in 10 days; Coal stocks were among the top losers today, with (), () and () falling more than 5%.

　　Plate analysis:

　　Straight flush hot stock list:

　　Daily limit ladder list:

　　[13] Huali shares

　　[10] Lianban Chuanrun shares

　　[9 Lian ban] Songfa shares

　　[8 Lian ban] Hainengda, Shandong Huapeng

　　[7] The electricity is put into operation, which integrates environmental protection and Taihe intelligence.

　　[6 Lianban] Haiyuan Composite Materials, Dongfang Group and Zhizheng Co., Ltd.

　　[5] Lianban Baoxin Technology, Datang Telecom and Shanggong Shenbei

　　[4] Deep Konka A, (), (), (), (), (), (), (), (), (), ().

　　[3] Shenzhen Textile A, (), (), (), Qingdao Jinwang, (), (), (), (), (), (), (), (), ().

　　[2] Lianban (), (), (), (), (), Zhongke Jincai, (), Simei Media, Bean God Education, (), (), (), (), Sichuan Changhong, (), (), Zhenghe Ecology

　　List of the strongest outlets:

　　NO.1 [Huawei concept] There are 35 daily limit stocks and 18 connected stocks in the sector, with the maximum number of connected stocks being 13 boards in 13 days. The representatives of the daily limit stocks are Huali, ().

　　NO.2 [Robot Concept] There are 20 daily limit stocks and 10 board-connected stocks in the board. The maximum number of board-connected stocks is 11 days and 8 boards. The representatives of daily limit stocks are () and ().

　　NO.3 [Artificial Intelligence] There are 19 daily limit stocks and 11 connected stocks, with the maximum number of connected stocks being 20 in 24 days. The representatives of daily limit stocks are Huali and Hainengda.

　　Transaction review:

　　09:00 FTSE China A50 index futures opened lower after closing up 0.44% in the last trading day and night, and are now up 0.38%.

　　At 09: 25, A shares opened, the Shanghai Composite Index opened 0.18% higher, the Shenzhen Component Index opened 0.19% higher and the Growth Enterprise Market Index opened 0.12% higher.

　　At 09:26, the concept stocks of nursery service, triplet and assisted reproduction were active, and the bidding for Doushen Education, (), Beinmei and () was daily limit. In the news, the General Office of the State Council recently issued "Several Measures on Accelerating the Improvement of the Maternity Support Policy System and Promoting the Construction of a Fertility-friendly Society", and the measures mentioned that support for maternity services should be strengthened. Establish a maternity subsidy system, guide local governments to do a good job in policy convergence, and actively and steadily implement it.

　　At 09:28, Zhipu AI concept stocks continued their upward trend at the opening, and Simei Media, Zhenghe Ecology and Doushen Education had daily limit, while () and parallel technology rose by over 10%.

　　At 09:29, the opening price of new shares N Keli rose by more than 500%, and N Lapp rose by more than 460%.

　　At 09:32, the photovoltaic equipment plate rose at the beginning, () the rapid daily limit recorded four plates for five days, Shuangliang energy-saving daily limit, and Mingguan New Materials, (), () and () were among the top gainers.

　　At 09:34, the concept stocks of chemical bonds continued to be active. Qingdao Jinwang had 10 boards in 13 days, and Everbright Jiabao, Zhongke Jincai and Shanghai Electric had daily limit. (), () and () rose by more than 5%.

　　At 09:36, most of the high-end stocks continued to be strong. Hainengda recorded 20 boards in 24 days, Huali shares 13 boards, Qingdao Jinwang 13 days and 10 boards, and Sichuan Changhong 10 days and 8 boards.

　　At 09:37, the securities sector rose at the beginning of the session, with Northeast Securities trading daily, () rising by more than 4%, and (), Founder Securities, soochow securities and changjiang securities followed suit.

　　At 09:41, the diversified financial sector rose, () and () went up, and (), (), () and () followed.

　　At 09:42, the steel plate started to fall, () fell more than 5%, and (), (), (), () and other stocks fell more than 3%.

　　09:46 According to the straight flush iFinD data, up to now, the turnover of Shanghai, Shenzhen and Beijing has exceeded 500 billion yuan, exceeding 40 billion yuan compared with yesterday. Among them, the turnover of Shanghai Stock Exchange was 189.8 billion yuan, that of Shenzhen Stock Exchange was 300.1 billion yuan, and that of Beizheng 50 was 11.4 billion yuan.

　　09:48 Coal concept stocks fluctuated lower, Haohua Energy and Orchid Science and Technology fell more than 5%, while Dayou Energy, (), () and () followed.

　　At 09:51, the growth enterprise market index fell to 1%, the Shanghai Composite Index fell by 0.22%, and the Shenzhen Composite Index fell by 0.58%.

　　At 09:53, the short play game board opened higher and went lower, () fell more than 7%, () fell more than 6%, and (), (), () and () followed.

　　At 09:58, the consumer electronics sector bottomed out, and Furi Electronics had a daily limit, () before the daily limit, and (), () and () were among the top gainers.

　　At 09:59 (), the daily limit rose linearly, and the turnover exceeded 5 billion yuan.

　　At 10:05, the Beizheng 50 index rose in intraday trading, and now it has risen by over 2%. The constituent stocks Zhongping Technology and Hualing shares have risen by over 15%, and Liujin Technology has risen by over 10%.

　　At 10:08, the whole vehicle sector was partially active, and Lifan Technology had a daily limit, () rose by over 8%, followed by (), () and ().

　　At 10:09, the straight flush and straight fruit index plate rose higher, () daily limit, () earlier daily limit, (), () and Zhuhai Guanyu rose more than 5%.

　　At 10:20, the rare earth permanent magnet plate rose, and Jiuling Technology rose by over 19%, followed by Benlang New Materials, (), () and Ximi Technology.

　　At 10: 25, AI hardware stocks bottomed out, () approached the daily limit, and Dawning hit a number of short-term gains, (), () and ().

　　At 10:25, the merger and reorganization of Shuangcheng Pharmaceutical, a popular leading stock, continued to soar, and its share price once touched 40 yuan, which was ten times higher than the low point (4 yuan) on July 25th, 2024.

　　10:26 According to the straight flush iFinD data, up to now, the turnover of Shanghai, Shenzhen and Beijing has exceeded 1 trillion yuan, exceeding 90 billion yuan compared with yesterday. Among them, the turnover of Shanghai Stock Exchange was 377.7 billion yuan, that of Shenzhen Stock Exchange was 599.5 billion yuan, and that of Beizheng 50 was 24.1 billion yuan.

　　At 10:48, HarmonyOS concept stocks fluctuated and rose, with () and () daily limit, () and Huali shares, () before the daily limit, and (), () and () followed suit.

　　News:

　　1. Guotai Junan: Realizing the integration of cultural tourism assets is expected to optimize the resource allocation of listed companies.

　　Guotai Junan Research Report said that the CSRC encourages mergers and acquisitions to improve the asset quality of central state-owned enterprises, and realizing the integration of cultural and tourism assets is expected to optimize resource allocation and improve asset management efficiency, which is an important realization path; Asset integration is also an important way to realize "equity finance", which is expected to stimulate the vitality of local capital and enhance the control of state-owned assets over local areas; Wenlv Company has a high-quality business model, strong profitability and stable cash flow. At the same time, the capital expenditure cycle of most stock projects has passed, which is higher in operating leverage. By integrating Wenlv assets, it is expected to achieve the purpose of maintaining and increasing value more quickly and significantly improve the profitability of listed companies.

　　2. Shenzhou 19 aims to launch at 04: 27 on October 30.

　　The press conference of Shenzhou 19 manned mission was held at Jiuquan Satellite Launch Center this morning (October 29th). The spokesman introduced that the mission headquarters decided to launch the Shenzhou-19 manned spacecraft at 04: 27 on October 30, Beijing time. (CCTV News)

　　3. Monternet Technology and Zhipu AI promote the upgrade of the 5G letter reading application to realize the functions of "Wen Sheng Wen" and semantic analysis

　　On October 25th, Zhipu AI launched Au t o G LM, an autonomous agent. The agent can understand the user’s intention through voice commands and simulate human operation of the mobile phone. According to relevant data, in practical application, (1) Joint with Zhipu AI to promote the upgrade of 5G letter reading applications, and realize powerful functions such as "Wen Sheng Wen", "Wen Sheng Tu", semantic analysis and material analysis, bringing unprecedented convenience and efficiency to business owners and promoting the intelligent transformation of message services. (Monternet Technology Officer Wei)

　　4. The central bank launched a 7-day reverse repurchase operation of 382.8 billion yuan.

　　According to the news of the central bank, in order to maintain a reasonable and abundant liquidity in the banking system at the end of the month, on October 29th, 2024, the People’s Bank of China conducted a reverse repurchase operation of 382.8 billion yuan by means of fixed interest rate and quantity bidding, with a term of 7 days and an operating interest rate of 1.5%.