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市场日报：三大指数“倒V”走势 市场交投情绪依然火热
Datong Securities·2024-10-22 06:32

Market Overview - On October 21, 2024, the three major indices opened higher, experienced a brief decline, and then fluctuated upward before retreating in the afternoon, resulting in a "V" shaped trading day. The Shanghai Composite Index closed at 3268.11 points with a gain of 0.20%, the Shenzhen Component Index rose by 1.09% to 10470.91 points, and the ChiNext Index increased by 0.69% to 2210.34 points. The total trading volume exceeded 2 trillion yuan [1][2]. Key Events - The first batch of 23 listed companies announced share buybacks and increases, utilizing a total of over 11 billion yuan in repurchase and increase loan quotas, marking the official implementation of these buyback cases [2]. - The China Securities Regulatory Commission (CSRC) held a meeting to discuss further deepening capital market reforms, emphasizing the importance of expert and media feedback to promote high-quality development [2]. - The China Photovoltaic Industry Association stated that bidding for photovoltaic components below 0.68 yuan/W is suspected of being illegal, highlighting a significant drop in component prices that have halved since the second half of 2023 [2]. Index Performance - The major indices showed varied performance with the following daily changes: Shanghai Composite Index (+0.20%), Shenzhen Component Index (+1.09%), CSI 300 (+0.25%), ChiNext Index (+0.69%), and the Sci-Tech 50 Index (+2.22%) [3][4]. Sector Performance - The top-performing sectors included: - Defense and Military (+4.72%) - Social Services (+3.75%) - Media (+3.36%) - Computer (+3.13%) - Electronics (+2.65%) - Conversely, the sectors that underperformed were: - Steel (-1.64%) - Banking (-1.23%) - Non-bank Financials (-1.22%) - Utilities (-0.85%) - Coal (-0.44%) [6][7]. Market Sentiment - The market exhibited strong sentiment with 5,091 stocks rising, 62 remaining flat, and 198 declining. The proportion of stocks that increased was 92.75% [4]. The total trading volume was 1.633 billion shares, with a total turnover of 21,839.88 billion yuan [4].