A-share market opening express | The index showed weak turbulence! Hainan sector repeatedly active, Internet e-commerce strong against the trend.

On November 18, the three major indexes collectively opened lower. As of 9:35, the Shanghai Composite Index fell by 0.20%, the Shenzhen Component Index rose by 0.03%, and the ChiNext Index rose by 0.15%. In terms of the market, the lithium sector showed strength once again, with companies like Tianqi Lithium Corporation and Ganfeng Lithium Group seeing significant gains. The Hainan free trade zone sector saw fluctuations and increases, with stocks like Hainan Haiyao, Haima Automobile, and Honz Pharmaceutical experiencing a significant rise. The internet e-commerce sector also performed well, especially in the beauty industry, with companies like Shanghai Lily&Beauty Cosmetics and Lafang Jiahua showing strong increases. On the downside, sectors like aquaculture, defense, and coal processing had the biggest declines. Looking ahead, Guotou Securities believes that the current trend of switching from high to low is still a style of rebalancing. They suggest that true style switching will only happen once the bull market formally transitions to a fundamentally bullish phase. They also point out that investing in overseas markets and industries related to the upturn cycle may be the final investment opportunity of the year. Popular sectors mentioned include the Hainan sector, which saw increased activity due to upcoming policy changes, and the lithium battery sector, which continued to perform strongly. In terms of sector analysis, focus was on themes related to the "15th Five-Year Plan", such as energy storage, battery technology, domestic alternatives, and new materials. Institutional perspectives were also discussed, with a focus on the potential return of the technology sector in early 2022, as historical data suggests that this sector tends to perform well in the period following the new year. This article was originally published on Tencent Stock Selection and edited by GMTEight.