Market Information - In October, the Caixin China Services PMI reached 52, the highest in three months, up from 50.3; the Caixin China Composite PMI rebounded by 1.6 percentage points to 51.9, a new high since July [10] - The Ministry of Commerce reported that in the first three quarters, China's service trade continued to grow rapidly, with total service trade imports and exports amounting to 55,181.4 billion yuan, a year-on-year increase of 14.5% [10] - The logistics industry prosperity index for October was 52.6%, indicating continued improvement in the logistics sector amid growing demand [10] Overall Market Performance - On November 5, 2024, the three major indices collectively rose, with the ChiNext Index increasing by nearly 5%. The Shanghai Composite Index rose by 2.32%, the Shenzhen Component Index by 3.22%, and the ChiNext Index by 4.75%. The market turnover was 23,030.48 billion yuan, an increase of 6,095.41 billion yuan from the previous trading day [2][13] Market Style and Industry Performance - All 30 CITIC first-level industries rose, with the top performers being defense and military (6.65%), computer (5.75%), and non-bank financials (4.98%). The laggards included banking (0.76%), home appliances (0.76%), and electric power and public utilities (0.95%) [2][16] - In terms of market style, growth stocks outperformed, with small-cap growth leading large-cap growth, followed by mid-cap growth. Fund-heavy stocks performed better than the CSI All Share Index [2][16] Fund Flow Performance - On November 5, the net inflow of main funds was 18.463 billion yuan, with super large orders seeing a net inflow of 26.834 billion yuan, while large orders experienced a net outflow of 8.371 billion yuan [3][19] - Southbound funds had a net inflow of 9.425 billion Hong Kong dollars, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of 4.654 billion Hong Kong dollars and the Shenzhen-Hong Kong Stock Connect a net inflow of 4.771 billion Hong Kong dollars [3][19] ETF Fund Flow Performance - On November 5, the trading volume of ETFs such as the Huaxia Shanghai 50 ETF and the Huatai-PB CSI 300 ETF increased significantly, with respective trading volumes of 4.356 billion yuan and 11.308 billion yuan, reflecting increases of 2.392 billion yuan and 6.311 billion yuan from the previous trading day [4][22] - The main inflow of funds was directed towards the CSI 300 ETF, with an inflow amounting to 828 million yuan [4][23] Global Market Performance - On November 5, major Asia-Pacific indices closed mixed, with the Hang Seng Index rising by 2.14% to 21,006.97 points, while the Nikkei 225 Index fell by 2.63% to 38,053.67 points [5][26] - On November 4, European indices showed mixed results, with the DAX Index down by 0.56% and the FTSE 100 Index up by 0.09% [5][26]
每日复盘:三大指数集体上涨,创业板涨幅接近5%
Guoyuan Securities·2024-11-06 10:45