华龙证券：华龙内参2024年第183期，总第1742期（电子版）-20241011

Market Analysis - The market experienced fluctuations with the Shanghai Composite Index closing at 3301.93, up by 1.32%, while the Shenzhen Component Index fell by 0.82% to 10471.08 [4] - The total trading volume in the Shanghai and Shenzhen markets was 2.14 trillion yuan, a decrease of 796.8 billion yuan from the previous trading day [5] - The coal, wind power, and state-owned enterprises sectors showed significant gains, while semiconductor, software, and financial sectors faced declines [5] Data Insights - As of October 9, the financing balance on the Shanghai Stock Exchange was 824.912 billion yuan, an increase of 18.987 billion yuan from the previous trading day, while the Shenzhen Stock Exchange's financing balance was 751.478 billion yuan, up by 20.855 billion yuan [6] Investment Advisory Views - The Shanghai Composite Index is expected to continue its recovery, remaining above the five-day moving average, supported by a new central bank tool aimed at capital market support with an initial policy of 500 billion yuan [7] - The report suggests caution against excessive chasing of high-priced stocks, as recent strong performers have seen significant corrections [7] Conceptual Hotspots - The report highlights the ongoing reforms in state-owned enterprises, with a goal to complete over 70% of the main tasks in 2024, emphasizing the need for innovation and adaptation to new production capabilities [8] - The commercial space industry is projected to reach a market size of 1.1 trillion USD by 2030, with significant support from major economies [8] Key News - Over 40 brokerage firms have initiated public testing of trading software based on HarmonyOS, indicating a maturation of the HarmonyOS native application ecosystem [9] - The report notes the merger plans between Guotai Junan and Haitong Securities, which could impact the brokerage sector [11] Future Events Reminder - Upcoming events include the HBM and Memory Technology Forum on October 16, the World Intelligent Connected Vehicles Conference from October 17 to 19, and the China Satellite Application Conference from October 23 to 25 [12]