On November 19, the three major indexes rebounded, as of the close, the Shanghai Composite Index rose 0.67%, the Shenzhen Component Index rose 1.9%, the ChiNext rose 3%, the Science and Technology Innovation 50 Index rose 3.02%, more than 4,400 stocks in the two cities rose, and the turnover of the Shanghai and Shenzhen markets today was about 1.56 trillion yuan.

The

semiconductor sector was among the top gainers, among them, Guoxin Technology (688262. SH) rose 20%, VeriSilicon (688521. SH) rose 9.34%, and Anlu Technology (688107. SH), Jingrui Electric Materials (300655. SZ), Huada Jiutian (301269. SZ), SMIC (688981. SH) have risen sharply.

On the news side, at the 21st China International Semiconductor Expo, the deputy secretary-general of the packaging branch of the China Semiconductor Industry Association quoted Yole data as saying that the global packaging and testing market is expected to reach $89.9 billion in 2024, a year-on-year increase of 5%; In 2026, the global packaging and testing market is expected to reach US$96.1 billion, and the advanced packaging market will reach US$52.2 billion, accounting for 54%.

Huawei's mobile phone and consumer electronics sectors strengthened, and Kuangshun Materials (300537. SZ) rose 20%, and Chaoyang Technology (002981. SZ), Suntak Technology (002815. SZ) rose 10%, and Liande Equipment (300545. SZ), Creative Information (300366. SZ) are up.

On the news side, yesterday, the Huawei Mate70 series was once again open for pre-order before it was released. So far, the number of reservations has reached 2.074 million, and the popularity is quite hot.

The robot sector also strengthened, with robots (300024. SZ) rose 14.69%, and Jiangsu Beiren (688218. SH) rose 14.3%, and Mitutoyo Intelligent (300276. SZ) rose 12.33%, and Best (300580. SZ), Shanghai Electric (601727. SH) are up.

On the news side, Jin Zhuanglong, Minister of the Ministry of Industry and Information Technology, published "Further Comprehensively Deepening the Reform of the Industrial and Information Technology Fields to Inject Strong Impetus into Promoting New Industrialization" on Qiushi.com. Among them, it is proposed to vigorously develop new fields and new tracks such as humanoid robots, brain-computer interfaces, 6G, atomic-level manufacturing, clean hydrogen, and new energy storage.

In addition, on November 15, the signing ceremony of the Memorandum of Understanding (MoU) between Huawei (Shenzhen) Global Embodied Intelligence Industry Innovation Center was held, in which companies such as Leju Robot, Zhaowei Electromechanical, Shenzhen Han's Robot, Moying Technology, Topstar, and Independent Variable Robot participated in the signing, and Huawei will carry out relevant cooperation with the contracted enterprises in application scenarios.

The battery and photovoltaic sectors performed well, and the company (300751. SZ), Junda Co., Ltd. (002865. SZ), Sungrow (300274. SZ), LONGi Green Energy (601012. SH), JinkoSolar (688223. SH) are up.

CITIC Securities pointed out that although the reduction of the photovoltaic export tax rebate rate may have an impulse impact on the profitability of manufacturers in the short term, the actual impact is small, and the head manufacturers have a strong ability to promote the price of products to the downstream, realize the stability of the price of photovoltaic products in the international market, avoid involution and externalization, accelerate the clearance of backward production capacity in the industry, achieve high-quality development, and strengthen the long-term advantages of the leader.

On the list of decliners, the ST sector and the coal sector are relatively weak, among them, Zhengzhou Coal Power (600121. SH), China Shenhua (601088. SH), *ST Jiayu (300117.SZ) both weakened.

Author: Flying Fish

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