On November 29, the three major indexes collectively closed up, as of the close, the Shanghai Composite Index rose 0.93%, the Shenzhen Component Index rose 1.72%, the ChiNext rose 2.5%, the Science and Technology Innovation 50 Index rose 2.41%, more than 4,100 stocks rose in the two cities, and the turnover of the Shanghai and Shenzhen markets today was about 1.71 trillion yuan.

The

concept of humanoid robots rose first, and HCFA Technology (688320. SH) rose 13.42%, Wanda Bearing (920002. BJ) rose 12.25%, and Best (300580. SZ) rose more than 10%, and Mingzhi Electric (603728. SH) rose 10%, and Siling shares (301550. SZ) rose more than 9%.

On the news side, the "Nanjing Action Plan for Promoting the High-quality Development of the Robot Industry (2024-2026)" was recently released, and the plan proposes that by 2026, the overall development level of Nanjing's robot industry will be in the forefront of the country, and independent industrial robots will continue to maintain a leading edge in the industry.

In addition, the official account of Tesla Robot also released a new news on November 28, local time: a new hand is ready to welcome Black Friday. In the video, Optimus securely catches an oncoming tennis ball and lowers it, flexing his fingers with relative dexterity.

Financial stocks strengthened, and Jinlong shares (000712. SZ), Guosheng Financial Holding (002670. SZ) rose 10%, and Oriental Fortune (300059. SZ) rose 5.74%, and CITIC Securities (600030. SH), Guohai Securities (000750. SZ) are up.

On the news side, the central bank, the State Administration of Financial Supervision and other seven departments recently jointly issued the "Action Plan for Promoting the High-quality Development of Digital Finance" (hereinafter referred to as the "Action Plan"), and pointed out that by the end of 2027, a financial system that is highly compatible with the development of the digital economy will be basically built.

Food and beverage stocks also strengthened, with three squirrels (300783. SZ) rose 8.42%, and Qiaqia Food (002557. SZ), BESTORE (603719. SH), I miss you so much (002582. SZ) are up.

The meeting pointed out that since the beginning of this year, the competent departments of commerce at all levels have conscientiously implemented the decisions and arrangements of the State Council, and taken multiple measures to promote the continuous expansion of consumption, providing strong support for the economic recovery.

Analysts pointed out that as an important part of the national economy, the food industry has always played a pivotal role in promoting consumption and driving economic growth. Driven by the recent package of incremental policies and the effective implementation of stock policies, it is expected to accelerate the recovery of consumption.

The

semiconductor sector performed well, among them, there are new materials (600206. SH) rose 10%, and Guoxin Technology (688262. SH), VeriSilicon (688521. SH), Anlu Technology (688107. SH), Huada Jiutian (301269. SZ), SMIC (688981. SH) all recorded gains.

Tianfeng Securities emphasized the urgent need for independent research and development of semiconductors, the large market space, and the various impacts of external (geopolitical instability) and internal potential catalysis (expansion of large factories, policy boosts, etc.) on the sector. The bank judged that the independent research and development of domestic semiconductor equipment, materials, and EDA/IP is expected to continue to accelerate, and the investment opportunities in the sector are worth paying attention to.

On the list of decliners, the gas sector weakened, and Oriental Huanyu (603706. SH), Kaitian Gas (831010. BJ) fell, millet economic concept stocks were also weak, Shifeng Culture (002862. SZ) fell 10%, and Alpha Entertainment (002292. SZ) fell more than 9%.

Author: Flying Fish

View original image 857K