At the end of November, the three major A-share stock indexes were mixed, and the GEM index was 2The 32% decline was at the bottom, and the Shenzhen Component Index was also **1 in the month39%, and the Shanghai Composite Index was slightly **036%。At the same time, the Hang Seng Index also retraced slightly by 041%。It is worth noting that the BSE 50 index rose 2754%, with the relevant ** gains leading. From the point of view of performance, the data shows that excluding the newly established ** in the month, the average rate of return of equity ** (only counting class A shares, the same below) is 006%, there are 35 ** to achieve more than 10% income in the month. From the perspective of industries, the Shenwan primary industry index shows that 19 of the 31 industries appeared in the month, of which the coal and media sectors led with a rise of more than 6%, and power equipment and building materials fell by 4%.
**Type: Heavy computer and media** leading
The data shows that since November, the average rate of return of 543 ordinary **type** is 034%, there are 291** to achieve positive returns, accounting for more than half of the total. Among them, 20 of them achieved a gain of more than 5% in a month. Specifically, Taiping Industry Preferred A, Taikang Medical and Health A, and China Merchants Sports, Culture and Leisure A led the way with an increase of more than 8% in the month, with a yield of37%。According to the 2023** third quarter report, the leading Taiping Industry Preferred A focused on the direction of computing power at the end of the third quarter of this year, and the top ten heavy stocks were Yuanjie Technology, Taichenguang, Xinyisheng, Optical Library Technology, Shijia Photonics, Tacoli, Zhongji Innolight, Bochuang Technology, Huagong Technology, and Zhaolong Interconnection. In the long term, the ** has still retraced slightly by 3% year-to-date, while China Merchants Sports, Culture and Leisure A has achieved 1477% positive returns. China Merchants Sports Culture and Leisure A continues to actively deploy the direction of the technology industry, especially in the direction of media, AI and meta-universe, and the heavy stocks at the end of the third quarter include Shenzhou Taiyue, Kaiying Network, Phoenix Media, Chinese**, Zitian Technology, etc. Closely following the Rongtong Industry Trend Selection A, Qianhai Open Source Traditional Chinese Medicine Research Selection A, Anxin Pharmaceutical and Health A, Hongtu Innovative Healthcare, and Yongying Pharmaceutical and Health A also achieved good gains in the month, with increases of .68%。According to the Shenwan first-level industry index, the pharmaceutical and biological sector rose by 2 in the month89%。Among the above-mentioned pharmaceutical themes, Hongtu Innovative Healthcare has achieved a 13% gain during the year, and the ** heavy stocks at the end of the third quarter include Darentang and China Resources.
Three. 9. Fangsheng Pharmaceutical, Taiji Group, Kangenbei, Guilin Sanjin, Lingrui Pharmaceutical, etc. At the same time, Zhonggeng Hong Kong Stock Connect Value 18-month closed, Great Wall Quantitative Small Cap A Debang Quantitative Preferred A, Invesco Great Wall Research Selection A, and Cathay Pacific Health A also achieved an increase of more than 5% in November, with yields of51%。On the list of decliners, Chuangjin Hexin Hong Kong Stock Connect Growth A was at the bottom with a decline of more than 8% in the month, and it has retreated by more than 25% year-to-date. As of the end of the third quarter, the proportion of Hong Kong stocks held by the ** was 8683%, and the top 10 heavy stocks are Kangnuoya, LK Technology, Innovent Biologics, WuXi AppTec, Xpeng Motors, etc. At the same time, Harvest Clean Energy A, ICBC National Strategic Theme, ICBC Industrial Upgrading A, Anxin New Energy Theme A, and GF High-end Manufacturing A also fell by more than 5% in the month, of which Harvest Clean Energy A has fallen by more than 33% since the beginning of the year. Hybrid: New Energy Theme ** Bottom Yield In terms of hybrid**, the average yield of 4484 ** in November was 031%, there are 2,255 ** with positive returns, accounting for 50%. Among them, there are 23 ** that have risen by more than 10% in the month, and 36 ** that have fallen by more than 5%.
On the list of gainers, there are more than 10 Beijing Stock Exchange themes** The yield in November is more than 10%, Invesco Great Wall Beijing Stock Exchange Select Two-Year Fixed Opening A, China Securities Construction Investment Beijing Stock Exchange Selected Two-Year Fixed Opening A, and China Universal Beijing Stock Exchange Innovation Select Two-Year Fixed Opening A are up more than 20%, and the yields are43%。Among them, the top ten heavy stocks selected by the Invesco Great Wall Beijing Stock Exchange at the end of the third quarter of this year are Fujitec, Tongli Shares, Beiteri, Tongxiang Technology, Li Tong Technology, CommScope Chemical, Hisense Video, Suzhou Axis Shares, Liancheng CNC, and Kailaiying. The ** said in the third quarterly report that the Beijing Stock Exchange, as an emerging ** trading market, is still in its infancy, the number of listed ** is not enough, the market attention is not high, and the overall valuation level is significantly undervalued compared with the Shanghai and Shenzhen Stock Exchanges. At the same time, Taikang Beijing Stock Exchange Select Two-Year Fixed Opening A, Southern Beijing Stock Exchange Selected Two-Year Fixed Opening A, GF Beijing Stock Exchange Selected Two-Year Fixed Opening A, Wanjia Beijing Stock Exchange Huixuan Two-Year Fixed Opening A, Huaxia Beijing Stock Exchange Innovative Small and Medium-sized Enterprises Selected Two-Year Fixed Opening A, and E Fund Beijing Stock Exchange Selected Two-Year Fixed Opening A also achieved a yield of more than 15% in November, with increases of .28%。Among them, the two-year fixed opening of innovative small and medium-sized enterprises on the Huaxia Beijing Stock Exchange has achieved more than 33% of the income since the beginning of the year.
It is worth noting that Caitong Multi-Strategy Fuxin, Caitong Value Momentum, Caitong Smart Growth A, Caitong Growth Preferred, and Caitong Ingenuity Preferred One-Year Holding A, all managed by ** manager Jin Zicai achieved a yield of more than 10% in the month. However, in the long term, the above-mentioned ** fell by more than 23% during the year, of which Caitong Growth Preferred retreated by nearly 30%. Specifically, at the end of the third quarter of this year, Caitong Growth Preferred made a high proportion of allocation to various AI sectors, and the top ten heavy stocks include Foxit Software, Palm Reading Technology, Jiafa Education, Century Tianhong, etc. Judging from the decline, Beixin Ruifeng's industrial upgrading this month ended with 8The decline of 56% was the bottom, and it also fell by more than 30% during the year. Immediately afterwards, SDIC UBS Industry Trend A, Taixin Modern Service Industry, SDIC UBS Jinbao, SDIC UBS Advanced Manufacturing, and SDIC UBS New Energy A not only fell by more than 7% in November, but also fell by more than 35% year-to-date. According to the third quarterly report, the above six companies focused on the new energy sector at the end of the third quarter.
At the same time, AVIC Mixed Reform Select A, Taixin Development Theme, GF Technology Pioneer, Changan Xinxi A, and Changan Yusheng A all retreated by more than 7% in November.
Index: Beijing Stock Exchange and Coal Theme** lead the rally From the performance of the index**, in the same range above, 1652** have an average return of -070%。On the whole, it is mainly led by the theme of the Beijing Stock Exchange and the theme of coal**, and the theme of new energy vehicles ** is at the bottom. Judging from the gains, the 12 BSE 50 constituent themes** are far ahead with yields of more than 20%. Specifically, Wanjia Beijing Stock Exchange 50 Component Index A, GF Beijing Stock Exchange 50 Component A, China Merchants Beijing Stock Exchange 50 Component A, China AMC Beijing Stock Exchange 50 Component A, and China Universal Beijing Stock Exchange 50 Component A led the gains, with yields of .50%。At the same time, E Fund BSE 50 Component A, Pengyang BSE 50 Component A, CSOP BSE 50 Component A, Harvest BSE 50 Component A, Bosera BSE 50 Component Index A, ICBC BSE 50 Component Index A, and Wells Fargo BSE 50 Component A all rose by more than 23% during the month.
At the same time, the coal theme** also had good returns in November, with the yields of Cathay CSI Coal ETF, China Merchants CSI Coal A, Guolian CSI Coal A, Wells Fargo CSI Coal A, and Guotai CSI Coal ETF Connection A respectively00%。Judging from the performance of CSI 2000 ETF, the yields of ChinaAMC CSI 2000 ETF, Wells Fargo CSI 2000 ETF, E Fund CSI 2000 ETF, CSI 2000 ETF and CUAM CSI 2000 ETF are respectively68%。
On the list of decliners, the new energy vehicle theme** income was at the bottom, with GF CNI New Energy Vehicle Battery ETF, ICBC CNI New Energy Vehicle Battery ETF, IB CNI New Energy Vehicle Battery ETF, CCB CNI New Energy Vehicle Battery ETF, and Invesco Great Wall CNI New Energy Battery ETF all falling by more than 8% in the month, with yields of -8 respectively43%、-8.41%、-8.35%、-8.33%、-8.24%。(Article**: Financial Investment News).