Big bounce is late and has moved! The textile and clothing sector rose sharply, and the securities sector rose in the afternoon.

Boosted by the news that central huijin shot again, the three A-share indexes rose collectively today. At the close, the Shanghai Composite Index rose 0.78%, the Shenzhen Component Index rose 0.6 1%, and the Growth Enterprise Market Index rose 0.85%.

The market showed a general upward trend, with more than 4,600 stocks rising, and the turnover of Shanghai and Shenzhen stock markets reached 804,654.38+0 billion yuan. It is worth noting that at the end of today, the transactions of broad-based index ETFs such as Harvest CSI 300ETF and E Fund CSI 300ETF were significantly enlarged.

In the afternoon, many high-end stocks plunged. Shenzhen Aofei Film Technology Co., Ltd. fell, and Iflytek suddenly dived in the afternoon. Sichuan Changhong fell more than 5%.

On the hot spot, regarding a rumor that appeared in the market on June 23rd of/kloc-0, "Fude Life Insurance intends to transfer the equity of Jindi", Shenzhen Investment Holding Co., Ltd. (hereinafter referred to as Shentou Holdings) issued a statement in official website today: it was falsely reported that "Fude Life Insurance transferred the equity of Jindi to Shentou Holdings for 6 billion yuan". The company has alerted the public security department.

The textile and clothing sector rose sharply.

The trading volume of the textile and clothing sector soared today, and the stock prices of Meng Jie, Langsha and Hasen all went up.

According to the latest data from the Bureau of Statistics, the retail sales of clothing, shoes, hats, needles and textiles increased by 9.9% in September. 10-September retail sales of clothing, shoes, hats and needles increased 10.6%.

Recently, several major textile and garment provinces have successively issued policies to promote the development of textile and garment industry. Nine departments, including Hunan Provincial Department of Industry and Information Technology, Provincial Development and Reform Commission and Provincial Department of Science and Technology, jointly issued the "Implementation Opinions on Promoting the High-quality Development of Textile and Clothing Industry", which escorted the development of textile and clothing industry from eight aspects: creative design, scientific and technological innovation, brand quality, intelligent manufacturing, clean production, chain group construction, market supply and service guarantee.

The "Three-year Action Plan for High-quality Development of Textile and Apparel Industry (2023-2025)" launched by Hubei Province also proposes that by 2025, the operating income of textile and garment enterprises in the province will reach 500 billion yuan, including cotton textile industry, clothing and apparel industry and industrial textiles.

Guosen Securities said that in the fourth quarter, the rapid growth elasticity of brand clothing will be obvious. It is suggested to focus on men's wear brands with benign inventory+high performance certainty+low valuation, sports brands with healthy business indicators+high medium and long-term prosperity+low valuation, and home textile brands with stable operation and high dividends.

The securities sector rose in the afternoon

The "bull market flag bearer" securities sector rose strongly in the afternoon, with Jinlong shares and Pacific shares trading daily.

Haitong Securities Research Report pointed out that the average daily stock-based trading volume of 5438+00 in June needs to be improved, and the balance between the two companies remained high. Various reforms in the capital market continued to advance, and the advantages of head brokers were remarkable.

Huaxi Securities said that the continuous introduction of capital market policies and the intensive repurchase of central enterprises have released positive signals to the market, which has formed a favorable catalyst for the broader market, and the brokerage sector is expected to benefit from it. It is suggested to pay attention to the head broker CICC, the wealth management leader Huatai Securities and the beneficiary CITIC Securities.

Shenglong Stock Harvest 13 Lianban

Huawei auto concept stocks are active. Shenglong shares have harvested 13 consecutive boards, and the share price has reached a record high. The latest total market value is nearly 9 billion yuan.

Yesterday evening, Shenglong shares issued a risk warning announcement saying that since September 28, 2023, its stock closing price has increased by 2 14.23%, while the average decline of Shenwan auto parts industry in the same period was 1.30%, while the decline of Shanghai Composite Index in the same period was 54 1%. The short-term increase of the company's stock is seriously higher than that of the industry and the Shanghai Composite Index in the same period, and the market sentiment is overheated. There is no major change in fundamentals, and there is no significant information that should be disclosed but not disclosed.

In terms of performance, in the first three quarters of 2023, Shenglong realized a net profit attributable to shareholders of listed companies of RMB 353,654,38+0.40 million, a decrease of RMB 53,254,38+0% compared with the same period of last year; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was-4,909,400 yuan, a decrease of 1 0,008,438+0% compared with the same period of last year.

A large number of orders keep coming.

Huali Chuangtong "20CM" daily limit

Huali Chuangtong rose sharply today, with a strong daily limit of "20CM", with a turnover of 565,438+77 million yuan, a turnover rate of 34.72%, and the latest total market value of 20.32 billion yuan.

The satellite navigation sector continued to rise today. At the close, many stocks such as Sino-British Technology's daily limit and Xinwei Communication were among the top gainers.

Last night, Huali Chuangtong announced that on September 5, 2023, the company published the Announcement on Signing Major Contracts for Daily Operation on Juchao Information Network. As of the disclosure date of this announcement, the company has received the total purchase orders from this customer for 12 months, which is about RMB 495 million (including tax) [Note: including the previously disclosed RMB 2,654.38 million (including tax)], exceeding 65,438+0.000% of the company's audited main business income in 2022.

Trillion giant emergency statement

Last week, the news that Ke Ling resigned as chairman of Gemdale attracted attention. Yesterday, a rumor about Fude Life's transfer of the equity of Jindi stirred the market again.

654381October 24th, Shenzhen Investment Holding Co., Ltd. (hereinafter referred to as Shenzhen Investment Control) issued a statement in official website: "Fude Life Insurance transferred 6 billion shares of Gemdale to Shenzhen Investment Control" is false information. The company has alerted the public security department.

According to public information, Shenzhen Investment Control was established in 2004. It is formed by the merger of Shenzhen Investment Management Company, Trade Holding Company and Construction Holding Company. Now it has developed into a state-owned capital investment company focusing on technology and finance, science parks and technology industries. Shenzhen Investment Control has a registered capital of 310.859 billion yuan, total assets exceeding one trillion yuan, and operating income exceeding 250 billion yuan in 2022.