The State Council: By 2025, the sales of new energy vehicles will reach about 20% of the total sales of new vehicles.
The State Council issued a comprehensive work plan for energy conservation and emission reduction in the 14th Five-Year Plan. The "Proposal" proposes to increase the proportion of new energy vehicles used by urban public transport, rental, logistics, sanitation and cleaning vehicles. Fully implement the national six emission standards for automobiles and the national four emission standards for non-road mobile diesel machinery, and basically eliminate automobiles with national three or below emission standards. In-depth implementation of clean diesel engine action to encourage the upgrading of heavy diesel trucks. Implement the vehicle emission inspection and maintenance system and strengthen the management of vehicle emission recall. Strengthen the popularization and application of clean energy power for ships, and promote the transformation of shore power receiving facilities for ships. Vigorously develop intelligent transportation and actively use big data to optimize transportation organization mode. By 2025, the sales of new energy vehicles will reach about 20% of the total sales of new vehicles, and the proportion of railway and waterway freight volume will further increase.
Source: 2 1 Finance
Ministry of Industry and Information Technology: About 3,000 "little giant" enterprises will be cultivated this year.
According to CCTV news, today (65438+124 October), the Ministry of Industry and Information Technology held a press conference on the development of small and medium-sized enterprises. At the press conference, the relevant person in charge of the Ministry of Industry and Information Technology said that this year, efforts will continue to be made to cultivate "specialized and innovative" small and medium-sized enterprises, and about 3,000 new "little giant" enterprises will be cultivated.
At present, there are 4,762 "Little Giant" enterprises focusing on specialty and innovation. More than 50% of them have invested more than 6,543.8+million yuan in R&D, more than 60% of them belong to the basic field of industry, more than 70% of them have been deeply involved in the industry for more than 65.438+00 years, and more than 80% of them rank first in the market segment of this province.
Source: Securities Times Network
The Ministry of Finance and the Ministry of Transport have adjusted the subsidy policies for rural passenger transport and taxi oil prices.
The new round of rural passenger transport and taxi oil price subsidy policy highlights "four invariants", that is, the nature of subsidy funds transfer payment remains unchanged, and it will continue to be distributed through general transfer payment, which will be used by local governments to support the development of rural passenger transport and taxi industry; The total amount of subsidies remains unchanged; The subsidy base for fee-to-tax reform remains unchanged, and all provinces (autonomous regions, municipalities directly under the Central Government and cities under separate state planning, including the Corps, hereinafter referred to as the provinces) are paid according to the current base; The five-year policy cycle remains unchanged. The only change is to adjust the price increase subsidy appropriately, mainly to fine-tune the amount of subsidy funds in each province according to the operation of rural passenger transport and the promotion of vehicle electrification in the public service field.
Source: Ministry of Finance website.
Ministry of Housing and Urban-Rural Development: Support Shanghai, Wuxi, Wuhan, Changsha and other cities to promote the coordinated development and technological innovation of intelligent networked vehicles.
According to the website of the Ministry of Housing and Urban-Rural Development, the Ministry recently issued the "Tenth Five-Year Plan to Promote Urban and Rural Construction in the Yangtze River Economic Belt", proposing to promote the coordinated development of smart city infrastructure and intelligent networked vehicles. Support Shanghai, Wuxi, Wuhan, Changsha and other cities to promote the coordinated development of smart city infrastructure and intelligent networked vehicles, explore the construction of an integrated perception system for urban roads, buildings and public facilities, aggregate various urban data such as intelligent networked vehicles, intelligent roads and urban buildings, and create a "car city network" platform that supports various applications.
Source: Interface News
Centralized drug procurement strikes in the Yangtze River Delta (Shanghai, Zhejiang and Anhui) alliance area.
65438+On February 24th, Shanghai Sunshine Pharmaceutical Purchasing Network released the centralized drug purchasing document of the Yangtze River Delta (Shanghai, Zhejiang and Anhui) Alliance, and Shanghai, Zhejiang and Anhui reached an agreement to formally carry out centralized drug purchasing in the Yangtze River Delta (Shanghai, Zhejiang and Anhui) Alliance. According to the contents of the document, 47 varieties participated in the alliance collection, including oral dosage forms, injections, tablets and granules.
Source: 2 1 Finance
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market Comments: The market shrank and rebounded, and the track stocks rebounded collectively.
On Monday, the market index of the two cities fluctuated and closed, and the total market turnover decreased compared with the previous trading day. Specifically, the Shanghai Composite Index rose 0.04% to 3,524.11; The Shenzhen Component Index rose 0.37% to close at 1408 1.80; Growth enterprise market rose 0.72% to close at 3056.43 points.
On the face of the disk, the concept stocks of lithium extraction in Salt Lake, digital currency and photovoltaic equipment were active, with the highest gains, while the pharmaceutical testing stocks were the top losers. From the trend point of view, after the index opened lower, it oscillated and rebounded, and the trading volume also shrank further. The recent continuous net purchase of northbound funds also indicates that it is currently in the bottom area. If the index continues to adjust, it is recommended to actively lay out.
Operationally, the stocks in the track direction showed strong performance under the leadership of the concept stocks of lithium extraction in Salt Lake, and the overall shape also showed signs of stabilization. However, the track direction is currently oversold and rebound, and it is not recommended to blindly chase after the concern. There is a high probability that there will be no new theme before the Spring Festival. At present, short-term funds are still attacking around the concept of digital economy. In the medium term, it is suggested to pay attention to high-quality leading enterprises such as military industry, chips, household appliances, photovoltaics and consumption, as well as stocks that are favorable in the interim report.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro view: Long-term interest rates are falling rapidly! What signal? The yield of 10-year treasury bonds fell below 2.7%.
65438+1On October 24th, the yield of 10-year treasury bonds continued to fall below the important threshold of 2.7%, with a drop of over 3.5 basis points, reaching about 2.6725%. On the same day, treasury bonds futures closed up across the board, with the main contract of 10 rising by 0. 16% and the main contract of 5 years rising by 0. 15%.
Comments: The central bank released interest rate regulation signals through policy interest rates such as MLF and reverse repurchase, which promoted the downward trend of bond yields and bull market. With the gradual effectiveness of the easing policy, the stock market is also expected to usher in an opportunity to stabilize and rebound.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Household appliances industry: The industry continues to benefit from steady growth.
Market Review: This week, the household appliances (CITIC) industry index rose by 2.85% this week, and the overall performance was good. The weekly increase ranked fifth in CITIC's first-class industry index, outperforming the Shanghai and Shenzhen 300 Index 1.74 percentage points. This week, the performance of the electronics industry is very different. White goods and kitchen appliances recorded positive returns. Only the white goods sector outperformed the Shanghai and Shenzhen 300 Index, while other electronic sectors underperformed the Shanghai and Shenzhen 300 Index. In terms of individual stocks: this week, the performance of individual stocks in the household appliances (CITIC) industry was average. 15 stocks recorded positive returns, accounting for about 19%, and 4 stocks rose by more than 5% per week. This week, only 63 stocks in the household appliances (CITIC) industry recorded negative returns, accounting for about 80%, of which 23 stocks fell more than 5% and 4 stocks fell more than 10%. Valuation: As of June 2022, 65438+1October 2 1, the overall PE(TTM) of household appliances (CITIC) industry is about 19.05 times, up 2.2 1% from last Friday and back to 201. The ratio of overall PE(TTM) of household appliances (CITIC) industry to Shanghai and Shenzhen 300PE(TTM) is 1.46 times, which is slightly lower than the average level of relative valuation of the industry since 20 17 years.
Source: Dongguan Securities Research Report
Comments: At present, the domestic stock market is still dominated by steady growth, and marginal changes in policies will continue to promote the steady growth of demand in the real estate industry, and the home appliance industry is expected to benefit. At present, the whole household appliance industry is still at a relatively low valuation level, and the cost performance of phased configuration is still high. The stabilization of raw material prices has improved the profit end of the home appliance industry. The recovery of real estate will help to improve the sales end of home appliances, focusing on leading enterprises in the home appliance industry and sub-sectors whose penetration rate is expected to maintain rapid improvement.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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