万和证券：万和财富早班车-20241122

Core Insights - The report emphasizes the importance of proactive discovery in investment opportunities rather than merely relaying information [1] Macro News Summary - The Ministry of Commerce has issued measures to support the Suzhou Industrial Park in establishing offshore innovation centers [3] - The Ministry of Commerce plans to strategize next year's vehicle trade-in policies to stabilize market expectations and enhance second-hand vehicle transactions [3] - The Minister of Industry and Information Technology highlighted the need for increased R&D investment focusing on computing power, models, and data to solidify key technological foundations [3] Industry Updates - Hedge funds in the U.S. are significantly buying into nuclear power stocks, with tech giants investing in small modular reactors (SMR), related stocks include Hailu Heavy Industry (002255) and China National Nuclear Power (000777) [3] - Following the release of the "merger and acquisition guidelines," several pharmaceutical companies have announced M&A plans, related stocks include Jinling Pharmaceutical (000919) and Kangyuan Pharmaceutical (600557) [3] - Institutions report that global cloud computing spending reached $82 billion in Q3 2024, a year-on-year increase of 21%, related stocks include Huasheng Tiancheng (600410) and Zhongke Shuguang (603019) [3] Company Focus - Beiyi Innovation (603986) is advancing the introduction of DDR4 8Gb products in TV and other sectors, with significant upgrades in automotive products GD32A7 compared to the first generation [4] - Heng Rui Medicine (600276) has received clinical trial approval for HRS-6208 capsules, a new small molecule inhibitor aimed at suppressing tumor cell proliferation [4] - Dao's Technology (300409) has supplied single-walled carbon nanotubes to downstream solid-state battery manufacturers and is planning new production capacity [4] Market Review and Outlook - On November 21, the Shanghai and Shenzhen markets opened slightly lower, with major indices showing mixed results; the Shanghai Composite Index rose by 0.07% to 3370 points, while the Shenzhen Component and ChiNext Index closed in the red [5] - The market saw strong performances in sectors like precious metals, internet, and software, while the controlled nuclear fusion concept gained traction with several stocks hitting the daily limit [5] - Technical analysis indicates that after three days of index rebounds, the upward momentum is weakening, suggesting a potential downward adjustment in the future [5][6]