万和证券：万和财富早班车-20241031

Core Insights - The report emphasizes the importance of discovering investment opportunities with a proactive attitude rather than merely relaying information [1] Macroeconomic News Summary - The government encourages local authorities to implement supportive policies for the construction and operation of new material big data centers, enhancing support for data resource node construction and operation [1] - The Ministry of Housing and Urban-Rural Development aims to consolidate the real estate market's bottoming out and promote the transformation and upgrading of the construction industry [2] - The GDP rankings for cities in the first three quarters show Shanghai and Beijing maintaining their positions as cities with over 3 trillion GDP, while Shenzhen and two other cities have entered the 2 trillion GDP club [2] Industry Latest Developments - Huawei's Mate70 series is set to launch, leading to a significant increase in the production of certain components, with related stocks including Shuo Bei De (300322) and Jin Long Ji Dian (300032) [2] - Multiple companies have disclosed advancements in all-solid-state batteries, with related stocks including Zhong Ke Dian Qi (300035) and Man Si Te (301325) [2] - The first batch of humanoid robot embodiment intelligence standards has been released, indicating that mass production of humanoid robots is approaching, with related stocks including An Pei Long (301413) and Wu Zhou Xin Chun (603667) [2] Company Focus - Guangda Jiabao (600622) reported a revenue of 1.219 billion, a year-on-year decrease of 64.92%, and a net loss of 253 million [2] - Jinshi Yaya (300434) announced that its wholly-owned subsidiary has obtained the registration certificate for Oseltamivir Phosphate Capsules [2] - Silan Microelectronics (600460) achieved a revenue of 8.163 billion, a year-on-year increase of 18.32%, with a net profit attributable to shareholders of 28.8783 million [2] - Pudong Jinqiao (600639) plans to transfer 100% equity of New Jinqiao Plaza and the debts owed to the company at the Shanghai United Property Rights Exchange [2] Market Review and Outlook - On October 30, the market experienced a rebound after a decline, with the ChiNext Index leading the drop. The total trading volume in the Shanghai and Shenzhen markets was 1.85 trillion, a decrease of 215.5 billion from the previous trading day [3] - Huawei concept stocks surged, particularly in the Hongmeng direction, with several stocks hitting the daily limit. Consumer electronics stocks remained strong, while chip stocks faced adjustments [3] - The report suggests that the current market rally may consist of multiple phases of "rapid increases and significant volatility," indicating a gradual upward trend in the market [3]