万和证券：万和财富早班车-20241008

Macro Overview - The National Development and Reform Commission will hold a press conference on October 8 to introduce the implementation of a package of incremental policies [1] - The Beijing Municipal Commission of Housing and Urban-Rural Development has lowered the down payment ratio for personal housing loans, with the first home down to a minimum of 15% and the second home down to a minimum of 20% [1] - The Shanghai Stock Exchange will extend the acceptance time for designated trading instructions starting October 8 [1] Industry Dynamics - Securities firms are expanding to cope with peak trading volumes, benefiting financial IT and related stocks such as Hengsheng Electronics and Vertex Software [1] - The National Bureau of Statistics is soliciting opinions on promoting high-quality development in the data industry, with related stocks including Yunsai Zhili and Xinhua Net [1] - China will vigorously develop integrated childcare services, with a trillion-level childcare market expected to accelerate, related stocks include Aiyingshi and Haiziwang [1] Company Focus - Geke Digital is providing digital transformation architecture and high-performance trading solutions for several clients in the securities industry, aiming to optimize trading performance [1] - Guanghua Technology has achieved a significant breakthrough in cyanide-free gold plating technology, successfully applied in semiconductor laser devices, marking a major advancement in China's semiconductor domestic substitution process [1] Market Review and Outlook - On September 30, the total transaction amount in the two markets was 26,115 billion, with 5,336 stocks rising and only 8 falling, indicating a strong market sentiment [1] - The three major indices opened high and rose, with the Shenzhen Component Index and ChiNext Index both increasing by over 10%, creating a record single-day increase [1] - Market hotspots included sectors like Sci-Tech Innovation, software development, and semiconductors, while banks, coal, and electricity saw smaller gains [1] - The report anticipates that the current transaction level of around 2 trillion will be maintained, with a bullish sentiment expected to peak on October 8 [1]