The bustling stock market

We are probably at the starting point of a new bull market

On Wednesday, the National Bureau of Statistics released the national economic data for October. Overall, my country's economy continued to recover in October, industrial production rebounded to a certain extent, and market demand improved to a certain extent. Employment and prices remained stable overall, and economic transformation continued to advance.

Among the data, the added value of industrial enterprises above designated size increased by 10% year-on-year in October, 4.6 percentage point faster than the previous month and 0.1% month-on-month, indicating that my country's industrial production has accelerated, while the service industry has also shown good growth. Industrial production has a great driving force for the national economy. The national economy may continue to recover and grow under the impetus of favorable policies, while the added value of industry will continue to grow, and fixed asset investment will continue to expand.

In October, in terms of consumption, the total retail sales of consumer goods increased by 10% year-on-year, 7.6 percentage points faster than the previous month, and 2.1% month-on-month, reaching RMB 0.07 billion. From January to October, the retail sales of services increased by 1% year-on-year, 10 percentage point faster than from January to September. From January to October, the national fixed asset investment was RMB 19 billion, a year-on-year increase of 1%, 9 percentage points lower than from January to September. Consumption has shown signs of recovery, but the recovery is still single-digit growth, which has fallen compared with the double-digit consumption growth in the previous year, which also reflects the overall lack of demand.

Consumer prices have been stable with a slight decline. In October, CPI fell by 10% year-on-year and 0.2% month-on-month, indicating that the price index has fallen to a certain extent due to insufficient demand. Affected by the decline in commodity prices, PPI has shown negative growth and maintained a negative growth trend.

There has been a certain decline in real estate investment, and the current real estate transaction volume has shown a relatively sluggish performance. Although some measures such as recognizing housing but not recognizing loans have been introduced, due to changes in investors' expectations of future housing prices, coupled with the fact that first-tier cities still continue to have relatively strict restrictions on purchases and loans, the demand for real estate has declined significantly. From January to September, the national real estate development investment was RMB 1 billion, a year-on-year decrease of 9%, of which residential investment was RMB 9.3 billion, a decrease of 8.8%. Driven by a number of favorable policies, real estate investment has still fallen significantly. At present, both real estate development investment and residential investment have fallen significantly, which should be a low point. Subsequent policies may "play big tricks", such as gradually canceling administrative restrictions such as purchase restrictions and loan restrictions, which has promoted the recovery of real estate sales. At the same time, the central bank stated that it will provide financial support to real estate developers. The second arrow is the second financial measure to support the development of real estate enterprises after the 16 financial support measures for real estate launched at the end of last year. It is expected that in 2024, if there is a substantial relaxation of policies in the real estate market in first-tier cities, there may be a certain recovery.

Overall, the national economy continued to recover in October, with major indicators continuing to improve and the overall economic operation stable. However, due to the large number of external unstable factors, domestic demand is still insufficient, and the foundation for economic recovery still needs to be consolidated. In the next stage, we must accurately and effectively implement macroeconomic regulation, focus on expanding domestic demand, boosting confidence, and preventing risks, so as to promote the effective improvement of economic quality and reasonable growth in quantity.

As a barometer of the economy, the capital market is currently at the bottom, and expectations for economic recovery have increased. Policies will gradually take effect, which may lead to a new wave of rebound opportunities in the capital market. The A-share market has the foundation to launch a bull market in 2024. Therefore, we must maintain confidence and patience at the moment and seize the opportunity of the next round of market by allocating high-quality stocks or high-quality funds. Confidence is more important than gold at the bottom of the market.

I think we are probably at the starting point of a new round of bull market. The economic recovery is expected to be strengthened in 2024, and high-quality leading stocks are expected to have the opportunity to repair their valuations. Therefore, investors are advised to maintain confidence and patience and seize the next round of bull market. It is mid-November again. Since the end of the big market in 11, a cross-year monster stock has been born every year. So, which one will be this year's cross-year monster stock?

Let's first talk briefly about the market on Wednesday. Stimulated by the positive news that the three major U.S. stock indexes jumped up and opened higher overnight, the Shanghai Composite Index also jumped up and opened higher on Wednesday. As of the close, although the Shanghai Composite Index closed in the negative, it rose 16 points, an increase of 0.55%, forming a small rising negative line, and left a gap of about 5 points. At the same time, it broke through the small platform formed in the recent 7 trading days, and the golden channel between the 5-day line and the 10-day line remained unobstructed. This is a breakthrough signal, indicating that a new round of market growth has begun. Let's first review the cross-year monster stocks since 2016. (The individual stocks in the article are required for writing the article, not for recommending stocks. You are at your own risk if you operate based on this)

In 2016, Sanjiang Shopping was listed on November 11st. The lowest price on the trading day before the first listing, that is, November 21th (not adjusted, the same below), was 11 yuan. The highest price on December 4st (close to the New Year) was 12.25 yuan, an increase of 12 times. In 21, Guizhou Gas was listed on December 54.96th. The lowest price on December 3.48th was 2017 yuan. The highest price on March 12th, 14 was 12 yuan, an increase of 13 times. In 8.05, Oriental Communications was listed on December 2018th. The lowest price on December 3th was 9 yuan. The highest price on March 37.49th, 3.65 was 2018 yuan, an increase of 12 times. In 27, Saturday (now known as Yaowang Technology) was listed on the first board on December 12. The lowest price on December 26 was 4.42. The highest price on January 2019, 3 was 8, an increase of 41.88 times.

In 2020, Langzi Co., Ltd. was listed on the first board on November 11. The lowest price on the trading day before the first board, that is, November 4, was 11, and the highest price on June 4, 9.88 was 2021, an increase of 6 times. In 1, Jiuan Medical was listed on the first board on November 71.6, the lowest price on November 6.24 was 2021, and the highest price on April 11, 15 was 11, an increase of 12 times. In 6.74, Xi'an Catering was listed on the first board on October 2022, the lowest price on October 4 was 15, and the highest price on December 99.12 (close to the New Year) was 13.7, an increase of 2022 times.

Overall, among the six stocks, only Sanjiang Shopping has a launch price of more than 6 yuan, and the launch prices of the other five stocks are all below 12 yuan. So, which stocks will be the cross-year monster stocks this year? As of Wednesday, the stocks with launch prices below 5 yuan and that have been on the board for 10 consecutive days or more are: Royal Court International, first board on November 10, 4 consecutive boards. Tianwei Video, first board on November 11, 7 consecutive boards in 7 days. Xilong Science, first board on November 11, 2 consecutive boards in 10 days. Yinbao Shanxin, first board on November 8, 11 consecutive boards.

In short, reviewing the previous year's cross-year monster stocks and exploring this year's cross-year monster stocks are the most interesting topics at present. Countermeasures: Operating monster stocks is the fun of short-term hands. Tracking recent strong stocks and timely following this year's cross-year monster stocks is the fastest way to make profits.