万和证券：万和财富早班车-20241129

Core Insights - The report highlights the recent adjustments in major stock indices, with the Shanghai Composite Index closing at 3295.70 points, down 0.43%, and the Shenzhen Component Index at 10432.54 points, down 1.26% [4] - It emphasizes the potential for policy-driven recovery in the A-share market, with expectations of improved fundamentals and performance in the technology growth sector [4] Industry Developments - The Beidou Satellite Navigation System development plan has been released, aiming for the completion of the next-generation Beidou system by 2035, with related stocks including China Satellite (600118) and Changjiang Communication (600345) [2] - Seven departments are jointly promoting the digital transformation of financial institutions, with relevant stocks such as Yingshi Sheng (300377) and Anshuo Information (300380) [2] - Continuous policy support is expected to drive rapid development in new logistics technologies like unmanned vehicles and drones, with related stocks including Zhilaike Technology (300771) and Keri Technology (002957) [2] Company Focus - BeiGene (688235) has multiple new indications for its commercialized products included in the 2024 National Medical Insurance Drug List [3] - Huilong New Materials (301537) has received special long-term treasury bond funding for its projects, indicating potential new profit growth [3] - Deep Intelligence City (301091) plans to promote the reform of state-owned enterprises and is publicizing candidates for related guidance projects [3] - Fute Technology (301067) has products that can technically support solid-state battery vehicles [3]