On September 30, the three major indexes soared, as of the close, the Shanghai Composite Index rose 8.06%, the Shenzhen Component Index rose 10.67%, the ChiNext rose 15.36%, the Science and Technology Innovation 50 Index rose 17.88%, more than 5,000 stocks in the two cities rose, and the turnover of the Shanghai and Shenzhen markets today was 2,593.1 billion yuan.

The software sector was among the top gainers, and Sunline Technology (300348. SZ), Dongfang Tong (300379. SZ), Gao Weida (300465. SZ), Yinzhijie (300085. SZ), Straight Flush (300033. SZ) rose 20%.

On the news side, at the Hongmeng Qianfan Battle Pledge Conference, Yu Chengdong, executive director of Huawei and chairman of the terminal BG, said that Hongmeng is not only made, but also used, and in the next few months, Huawei will work with partners and developers to make every effort to sprint the official commercial use of the original Hongmeng.

Guohai Securities believes that the current HarmonyOS NEXT only takes one year to launch 1W+ applications and meta-services, and covers 99.9% of the user duration, the HarmonyOS ecosystem continues to mature, with the flywheel effect of the OS platform appearing, the HarmonyOS native ecological applications will usher in "fission" growth, and the application development market with a scale of millions and tens of millions will be opened.

The large financial sector continued to be strong, and Oriental Fortune (300059. SZ) rose 20%, and CITIC Securities (600030. SH), China Galaxy (601881. SH), Pacific (601099. SH), Ping An of China (601318. SH) rose 10%.

On the news side, recently, with the consent of the Central Financial Commission, the Central Financial Office and the China Securities Regulatory Commission jointly issued the "Guiding Opinions on Promoting Medium and Long-term Funds into the Market", proposing three main measures: building a capital market ecology that encourages long-term investment; vigorously develop equity public funds and support the steady development of private securities investment funds; Efforts should be made to improve the supporting policies and systems for all kinds of medium and long-term funds to enter the market.

Semiconductor stocks rose strongly, and SRP (688536. SH), Jiejie Microelectronics (300623. SZ), Cambrian (688256. SH), Zhuo Sheng Wei (300782. SZ), SMIC (688981. SH) rose 20%.

According to the "Mid-Year Total Semiconductor Equipment Forecast Report" released by SEMI in July, global fab equipment spending will increase from US$95.6 billion in 2023 to US$98.3 billion in 2024, a year-on-year increase of 3%, mainly due to the gradual improvement of the industry and entering the upward phase of the cycle.

Huafu Securities pointed out in a recent research report that leading equipment companies have accelerated the layout of platforms, and advanced logic and storage wafer fabs have good expansion expectations.

New energy sectors such as photovoltaics are also active, and EVE (300014. SZ) rose 20%, Sungrow (300274. SZ) rose 16.88%, and CATL (300750. SZ) rose 11.06%, and LONGi Green Energy (601012. SH) rose 10%, Deye shares (605117. SH) rose more than 9%.

On the news side, the website of the Ministry of Industry and Information Technology released the "Guidelines for the Construction of Photovoltaic Industry Standard System (2024 Edition)". The "Guide" proposes that with the goal of promoting the high-end, intelligent, green and integrated development of the photovoltaic industry, we should strengthen the top-level design of standard work, strengthen the coordination of standards in the whole industry chain, increase the supply of advanced standards, improve the effectiveness of standard implementation, promote the internationalization of standards, and lead the high-quality development of the photovoltaic industry.

Guojin Securities pointed out that the current price and profitability of the photovoltaic industry chain have been clearly at the bottom, and the subsequent release of terminal demand may gradually drive the profitability of the industrial chain to repair, and the advantages of leading enterprises are expected to continue to be highlighted.

Real estate stocks performed strongly, with Gemdale Group (600383. SH), Financial Street (000402. SZ), OCT A (000069.SZ), Greenland Holdings (600606. SH), Sunshine Co., Ltd. (000608. SZ), Vanke A (000002.SZ), Poly Development (600048. SH) has an average limit of 10%.

Recently, the first-tier cities of Shanghai, Guangzhou and Shenzhen have all issued adjustments to the housing purchase restriction policy, which will have a positive impact on market expectations and have a very good driving effect on the overall recovery of the market.

In addition, Ni Hong, Secretary of the Party Group and Minister of the Ministry of Housing and Urban-Rural Development, presided over a meeting of the Party Group on the 29th. The meeting emphasized that it is necessary to face up to difficulties, strengthen confidence, fully release the huge potential of steady growth in housing and urban-rural construction and expand domestic demand, and make every effort to promote the real estate market to stop falling and stabilize with a solid foundation and deepening reform as the main line.

On the list of decliners, only a few (8) ST stocks fell, and the money-making effect on the disk was quite optimistic.

Author: Flying Fish

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