万和证券：万和财富早班车-20241106

Macro Summary - The National People's Congress Standing Committee is reviewing a proposal to increase the local government debt limit to replace hidden debts [2] - The Caixin China General Services PMI for October recorded at 52.0, up 1.7 percentage points from September, marking a three-month high [2] - A series of financial policies are expected to better stabilize the real estate market [2] Industry Dynamics - The Ministry of Industry and Information Technology aims to cultivate more leading enterprises in the low-altitude industry and specialized "little giant" companies [3] - The Ministry of State Security reports that foreign espionage agencies are increasing their penetration into China's data sector [3] - During the 15th China Airshow, the Air Force will showcase the new medium-sized stealth multi-role fighter jet, J-35A, for the first time [3] Company Focus - Newray Energy (300593) products are widely used in aviation, aerospace, automotive, shipping, communications, networks, data centers, rail transit, and security industries [4] - Yongli Co., Ltd. (300230) precision molding products are applicable in the communications equipment sector, including modem casings and digital video converter casings [4] - Zhongtong Bus (000957) offers a variety of products for urban and rural public transport, passenger transport, and logistics, supporting integrated urban-rural transport development and rural revitalization [4] - Huaru Technology (301302) will debut its "Cloud Brain" unmanned cluster intelligent command and control system at the China Airshow [4] Market Review and Outlook - On November 5, the market experienced a broad-based rally, with the ChiNext Index leading the gains [5] - The Shanghai Composite Index rose by 2.32%, the Shenzhen Component Index by 3.22%, and the ChiNext Index by 4.75%, with total trading volume exceeding 2.3 trillion [5] - The market showed strong buying support, with over 5,000 stocks rising, and no stocks hitting the daily limit down [5] - Financial and technology sectors are the main drivers of the index performance, with non-bank financial stocks continuing to lead [5] - The rare earth permanent magnet sector saw significant gains, with multiple stocks rising over 10% [5] Technical Analysis - The indices showed a nearly unidirectional upward trend, forming a "bullish engulfing" pattern [6] - The increase in trading volume indicates a confirmed upward trend, but caution is advised as the indices approach resistance levels from previous trading sessions [6]