万和证券：万和财富早班车-20241115

Core Insights - The report highlights the ongoing developments in various industries, including advancements in brain-machine interfaces, green remanufacturing technologies for wind power motors, and the promotion of embodied intelligence technologies [1][2]. Industry Developments - The second Brain-Machine Interface Conference will be held in Wuhan, focusing on significant announcements and collaborations in the field [1]. - A Chinese team has developed demagnetization technology to assist in the green remanufacturing of wind power motors, with related stocks including Wolong Electric Drive and China Electric Motor [2]. - The Tiangong Open Source Plan aims to accelerate the implementation of embodied intelligence technologies, with related stocks including Mingke Technology and Race Intelligent [2]. - NVIDIA has partnered with SoftBank to achieve AI-driven network automation, with related stocks including Wuhan Fangu and Pulite [2]. Company Focus - Changying Tong plans to acquire 100% of Wuhan Shengyisheng Optoelectronics Technology through a combination of stock issuance and cash payment [2]. - Xian Dao Intelligent has successfully delivered customized solid-state dry electrode coating equipment to a leading battery company in South Korea, receiving high recognition from the client [2]. - AVIC High-Tech's subsidiary has signed a cooperation intention with Wofei Changkong to develop safe, reliable, and environmentally friendly low-altitude aircraft [2]. - Xinwangda's automotive electronics division has signed a memorandum of understanding with STMicroelectronics [2]. Market Review and Outlook - On November 14, the total trading volume in the two markets was 1.8385 trillion yuan, with 431 stocks rising and 4648 stocks falling, indicating a net outflow of 149.265 billion yuan [3]. - The three major indices opened lower and continued to decline, with small-cap stocks leading the drop [3]. - Market sentiment is at a low point, with the number of stocks hitting the daily limit down being concentrated in previously hot stocks [3]. - The report suggests that if the market continues to pull back and test support levels around 3360-3370 points, there may be potential for a rebound, especially with upcoming economic meetings and central bank decisions [3].