A股走进11月，人们愈加关注未来影响大盘走势的方方面面。从今天消息面看，10月PMI数据、公开市场资金价格，以及IPO上会进程成为11月开门的三件事。

A shares into the nov.,People are increasingly concerned about the future influence all aspects of the market trends.From today news surface look,October PMI data/Open market capital price,And IPO process will be November the door three things.

PMI或重回50% PMI or return to 50%

　　此前，汇丰公布的中国10月份PMI初值为49.1%，较9月份回升1.2个百分点，并创三个月以来新高。综合市场预计结果来看，采购联合会公布的10月份PMI数据有望重返荣枯分水岭的上方，其中摩根大通的预测值为50.2%。从其他主要数据预期看，长江证券(000783,股吧)预计10月CPI为1.9%、PPI同比为-2.9%；他们还预计10月工业增加值同比增长9.3%、 固定资产投资累计同比增长20.5%；10月M2同比增速为14.5%，新增信贷为5500亿元 。

after,HSBC China announced in October PMI initial value is 49.1%,A 1.2% rally in September,And then three months highs.Comprehensive market is expected to see results,Purchasing association announced in October of the PMI data is expected to return to the top of the vicissitude watershed,The jp Morgan's predictie alue was 50.2%.From other major data expected to see,Yangtze river securities(000783,guba)CPI is expected to October was 1.9%/PPI for - 2.9% year-on-year;They also expected October industrial added value year-on-year growth of 9.3%/ Total fixed asset investment grew 20.5%;October M2 14.5% year-on-year growth,New credit for 550 billion yuan .

资金价格走低 Lower prices of capital

　　11月1日，将有1500亿元逆回购到期；加之10月末银行考核导致短期资金面出现紧张局面，央行于10月30日进行了7天期2900亿与28天期1050亿逆回购，总量创历史单日最高规模。从实施效用上看，相当一次降准水平，受此影响，昨银行间中短期利率大幅回落。尽管短期资金压力获得缓解，但11月逆回购到期量仍较多，尤其11月6日当天有3900亿元逆回购到期，预计仍会有逆回购发生。同样，国海证券(000750,股吧)判断，受跨年资金需求增加影响，未来央行还会加大逆回购操作。方正证券(601901,股吧)预计央行逆回购仍将是常态，不会降准。

On November 1,,There will be 150 billion yuan reverse repurchase maturity;And at the end of October bank assessment lead to short-term financing area appear tense situation,The central bank in the October 30, for about seven days period of 290 billion and 28 day period of 105 billion reverse repurchase,Record the highest total worst scale.From an implementation on the utility,Quite a drop quasi level,Affected by this,Yesterday in the interbank interest rates dropped sharply in the short-term.Although short term capital pressure remission,But on November reverse repurchase maturity quantity still more,Especially on November 6, 390 billion yuan on reverse repurchase maturity,There will still be expected to reverse repurchase happen.The same,GuoHai securities(000750,guba)judgment,New Year's money by increasing demand influence,The future central bank will also increase reverse repurchase operation.Founder securities(601901,guba)The central bank is expected to reverse repurchase will still be normal,Won't fall quasi.

　新股上会“暂停” New shares will"suspended"

　　8、9月份新股上会一度“停摆”近两个月后，9月底10月初，创业板、主板发行审核委员会相继审核4家上会公司。不过，自10月10日主板两公司一否一暂缓表决后，10月份新股上会进程迟迟未见更新。随着11月的到来，有市场人士预计，如果今晚仍未见上会公告，未来两周将难有新股上会，那么新股上会进程又将停摆月余。

8/September will be new shares at one time"suspended"Nearly two months after,By the end of September early October,gem/Motherboard issuance examination committee successive audit four will company.but,Since October 10 main board two companies a no respite after a vote,October will see new process didn't update.Along with the arrival of November,Some market experts expected,If still not seen tonight will notice,The next two weeks will be difficult to have new shares will,So new shares will process and will be more months.

　　值得注意的是，目前新股上市规模也大大缩水。继此前洛阳钼业(603993,股吧)这个年内第三大A股IPO项目募资由此缩小6倍后，浙江世宝(002703,股吧)募资缩水92%，创下15年来A股募集资金额度新低。业内人士表示，洛阳钼业、浙江世宝发行价均参考了其自身港股价格，预计未来新股首发市盈率将更加合理。 记者 李喆

It is important to note that,At present the ipo scale also greatly shrink.After previously luoyang molybdenum industry(603993,guba)This year's third largest A share IPO project need to recapitalise thus reduced after six times,Zhejiang world treasure(002703,guba)Need to recapitalise shrink 92%,In the past 15 years A shares to raise funds limit low.The personage inside course of study says,Luoyang molybdenum industry/Zhejiang world treasure all reference price for its own stock price,The future is expected to start new p/e ratio will be more reasonable. Reporter 李喆