【财联社午报】三大股指延续回调，创业板再跌1.8%，web3.0与供销社概念逆势走强

一、【早盘盘面回顾】

I,

财联社11月10日讯，大盘早盘受外围大跌影响低开，随后指数走势分化，沪指震荡回升，创业板指震荡走低。指数黄白分时线继续分化，中小盘题材股逆势活跃。盘面上，元宇宙细分方向web3.0概念股大涨，福石控股20CM涨停，天下秀、天地在线等多股涨停。供销社概念股继续强势，天鹅股份9连板，天禾股份、中农联合涨停。新冠药概念股继续活跃，众生药业再度涨停。下跌方面，赛道股陷入调整，光伏、半导体等板块领跌，赛微电子、帝尔激光等多股跌超5%。总体上个股跌多涨少，两市超2800只个股下跌。沪深两市半日成交额达5162亿，较上个交易日上午放量292亿。板块方面，web3.0、供销社、旅游、数字经济等板块涨幅居前，TOPCON电池、小金属、先进封装、光刻胶等板块跌幅居前。截至上午收盘，沪指跌0.53%，深成指跌1.42%，创业板指跌1.81%。

On the floor, the dollar-cosmos segment of the Web 3.0 concept saw a sharp rise in shares, a 20-cent rise in stocks of 20-CM, a fall in shares of the sky and the sky and the sky, and a subsequent shift in the index, which was marked by a resurgence of shocks and a decline in the start-up of the business. The concept of the new crown line continued to divide, with the popular drug industry rising again. On the floor, the race track unit fell by 292 million pieces, with multiple shares such as microelectronics, Tyre lasers falling by over 5 per cent. Overall, the share of the franchise dropped by a factor of more than 2800 shares.

两市共48股涨停（不包括ST及未开板新股），9股未封住涨停，两市封板率达82%。今日两市连板股增加至14家，其中供销社概念股天鹅股份9连板；消费股西安饮食6连板；信创概念股榕基软件4连板；供销社概念股星光农机与芯片股亚翔集成获3连板；西安旅游、银亿股份、众生药业、特一药业、易明医药、新宏泽、天禾股份、中农联合2连板。

A total of 48 shares in both municipalities (excluding ST and unopened new shares), 9 shares have remained unenclosed and suspended, with 82% in both municipalities. Today, the number of companies in the two municipalities has increased to 14, including the Contributor's conceptual share of the swan 9; the Consumer's share of the conglomerate 6; the Consumable's diet of the Cylon 4; the Portfolio's concept of the Cyclops 4 company; the Supply and Marketing Agency's concept of the Starlight Farming Unit and the chip sub-windet of the chip; and the Xi'an, Silver Billion, the popular pharmaceutical industry, the Special Pharmacy Industry, Immin Medicine, New Manzawa, the Skyfon stock, and the China Farmers'2 group.

板块方面，web 3.0 概念掀涨停潮，其中创业板福石控股获20CM涨停，天下秀、华扬联众、东港股份、天地在线、榕基软件、二六三等个股涨停。整体来看，web 3.0概念是虚拟现实方向的延伸炒作。近期有关于该方向的消息面利好不断，近日，工业和信息化部等五大中央部委印发《虚拟现实与行业应用融合发展行动计划（2022—2026年）》，提出到2026年，我国虚拟现实产业总体规模（含相关硬件、软件、应用等）超过3500亿元。此外， 2022世界VR产业大会将在本周末于江西南昌举办，加剧了对于该领域的预期炒作，预计后续仍有望反复活跃。

On the block side, the web 3.0 concept has stagnated. Five central ministries, including the Ministry of Industry and Information Development, have recently issued the Action Plan for the Integration of Virtual Reality and Industry Applications (2022-2026), which proposes that, by 2026, the total size of our virtual reality industry (with associated hardware, software, applications, etc.) will exceed 350 billion yuan. Moreover, the World VR Industry Congress will be held in Jiang Xiancheng this weekend, and it is expected that it will continue to be active.

医疗信息化板块同样涨幅居前，其中，嘉和美康大涨20%，国新健康、塞力医疗、久远银海涨停，创业慧康、思创医惠、易联众等个股涨幅居前。消息上来看，11月9日，为推动“十四五”期间全民健康信息化发展，国家卫生健康委、国家中医药局、国家疾控局制定了《“十四五”全民健康信息化规划》（简称《规划》），提出到2025年，初步建设形成统一权威、互联互通的全民健康信息平台支撑保障体系，基本实现公立医疗卫生机构与全民健康信息平台联通全覆盖。 而随着行业信创的逐步推进，预计医疗信息化行业的集中度有望进一步提升，对于医疗信息化头部企业而言或将迎来实质性利好。

On 9 November, the National Health Council, the National Institute of Health and Medicine, and the National Authority for Control and Control of Diseases developed the "14th Five-Year Plan for the Information and Communication of Health for All " ( " the Plan " ), which, by 2025, will initially establish a unified, interconnected and universal health information platform that will support a system of security that will be fully integrated between public health institutions and the National Health Information Platform. With the gradual growth of the industry, it is expected that the concentration of the health information industry will increase further and that it will be beneficial for the health information headlines.

供销社概念持续走强，其中天鹅股份9连板，此外天禾股份与中农联合、新力金融同样涨停。在短线龙头天鹅股份的带动下，供销社概念成为当前延续性最强题材方向，并且赚钱效应在板块整体得以扩散。中邮证券认为，“重启”供销社有利于服务“ 三农” ，契合“ 乡村振兴” 战略发展以及维护农产品市场稳定，助力粮食安全。故后续重点留意，市场对于“乡村振兴”以及种业方向的延伸炒作。

Led by a short-line confluence of swans, the concept has become the most persistent topic of the day, and the profit-making effect has spread throughout the plate. In the view of the SMS, “relaunching” is a useful service for “tri-farmers,” coupled with the strategic development of “village revitalization” and the maintenance of stability and food security in the agricultural market.

酒店餐饮方向同样延续强势，其中西安饮食6连板，西安旅游涨停，曲江文旅，西域旅游等个股涨幅居前。根据财通证券近期的研报显示，10月23日-10月29日，国内酒店客房总供给2089万间夜（同比+1.6%），总需求1073万间夜（同比-8.0%），供需差为1017万间夜（同比+14.1%）。环比来看，需求环比+4.3%，供需差环比-3.1%，总体而言，需求持续修复，整体入住率升至53%。酒店餐饮与新冠药同属于与后疫情的复苏逻辑，因此在市场短线风格发生较大切换之前，有望延续震荡走高的态势。

According to recent studies on financial instruments, the total supply of hotel rooms in the country was 2,089,000 nights (+1.6 per cent of the same year) and a total demand of 1,073,000 nights (+8 per cent of the same year) was lower than the demand of 1,017,000 nights (+14.1 per cent of the same year). By comparison, the demand ring was +4.3 per cent, the demand gap was 3.1 per cent, and overall, the overall demand rate of occupancy rose to 53 per cent.

总之，市场的大小盘分化进一步加剧，指数端由于受到价值权重以及赛道股的拖累而再度全线下挫。而另一方面高位题材方向则保持高度活跃，其中天鹅股份、天地在线、众生药业、西安饮食、亚翔集成这些具有题材代表性人气高标再度涨停，进一步推升短线情绪逆势走强，但需留意的是在情绪端集中高潮后，高位股方向后续或存在补跌的风险，因此此时不可再行上头接力，重点留意一些热门板块中的补涨机会更为稳妥。

In short, the market’s size and size have been further accentuated, and the end of the index has again been frustrated by the weight of the value and the drag of the track shares. On the other hand, high-profile subject directions remain highly active, with swan shares, sky and earth online, the pharmaceutical industry, the Xian diet, and ash aggregates, which represent a problem, re-emerge and further push the short-line mood back and forth, but it is important to note that there is a risk that the high-stock direction will follow, or fall, after an emotional surge, and that there will be no need to go any further at this time, to focus on the possibility of refilling some of the hot panels.

午间涨停分析图

Midday Growth and Analysis Diagram

二、【市场新闻聚焦】

1、财联社11月10日讯，今日举行的2022全球元宇宙大会深圳站上，深圳元宇宙研究院成立。财联社记者获悉，深圳元宇宙研究院计划在建设期内针对元宇宙核心技术获得阶段性突破，将面向全球元宇宙产业的前沿理论和未来技术发展趋势，解决元宇宙、数字孪生、建模与交互、呈现与显示、传输与安全等关键问题。

On November 10, FAFI announced the launch of the Shenzhen Won Institute of Astronautics at the 2022 Global Won Cosmos Congress in Shenzhen. The FAFI journalist learned that the Shenzhen Won Cosmos Institute planned a phased breakthrough in technology acquisition for the meta-cosm core during the construction period, which would address the cutting-edge theories and future technological developments in the global meta-cosm industry, addressing key issues such as meta-cosm, digital twin creation, modelling and interaction, presentation and display, transmission and security.

2、财联社11月10日讯，中国银保监会会同财政部、人民银行对2008年颁布施行的《保险保障基金管理办法》进行了修订。经国务院批准，自2022年12月12日起实施。修改的主要内容包括：一是修改了保险保障基金筹集条款。将现行的保险保障基金固定费率制调整为风险导向费率制，明确保险保障基金费率由基准费率和风险差别费率构成，费率的确定和调整由银保监会提出方案，商有关部门并报经国务院批准后执行；调整保险保障基金暂停缴纳上限，将财产保险公司、人身保险公司的暂停缴纳上限分别由占公司总资产的6%、1%调整为占行业总资产的6%、1%。二是明确保险保障基金相关财务要求。要求保险保障基金公司和保险保障基金各自作为独立会计主体进行核算，严格分离；延续保险保障基金公司对财产保险和人身保险基金分账管理、分别使用等规定；进一步允许财产保险和人身保险保障基金之间可相互拆借，具体拆借期限、利率及适用原则报经银保监会批准后施行。

2. On 10 November, the Federation of Financial and Insurance Associations of China, in conjunction with the Ministry of Finance and the People's Bank, revised the Regulations on the Administration of Insurance Guarantee Funds, which were promulgated in 2008. With the approval of the State Council, they were implemented as of 12 December 2022. The main elements of the amendments included: a revision of the provisions governing the collection of insurance guarantee funds; an adjustment of the current system of fixed rates of insurance guarantee funds to a risk-oriented rate system; a clear separation of insurance guarantee fund rates from base rates and risk-differentiated rates; the establishment and adjustment of the rates proposed by the Insurance and Insurance Committee; the renewal of the insurance guarantee fund by the relevant agencies and their reporting to the State Council for approval; the suspension of the maximum payment of the insurance guarantee fund; the adjustment of the ceiling for property insurance companies and personal insurance companies from 6 per cent of the company's total assets, 1 per cent to 6 per cent to 1 per cent of the industry's total assets, respectively; and the clarification of the financial requirements of the insurance fund.

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