The Central Committee and the State Council issued the overall plan for the construction of Hengqin Guangdong-Macao deep cooperation zone.
Recently, the Central Committee and the State Council issued the overall plan for the construction of Hengqin Guangdong-Macao Deep Cooperation Zone, and issued a notice requesting all localities and departments to conscientiously implement it in light of the actual situation.
Source: Xinhua News Agency
Li Keqiang: Strictly control the capacity scale of industries with high energy consumption and high emissions, and vigorously develop energy-saving and environmental protection industries.
Li Keqiang said that the China government attaches great importance to the development of high-quality energy and the response to climate change. In recent years, China has made great efforts to adjust and optimize the energy and industrial structure, pay close attention to energy conservation and emission reduction, and continuously improve the quality of the ecological environment. Not long ago, the world's largest carbon emissions trading market was officially launched in China.
Source: China Government Network
The CSRC publicly solicited opinions on the basic institutional arrangements of the Beijing Stock Exchange.
The CSRC strictly abides by the provisions of the Securities Law and the Company Law, respects the development rules and growth stages of small and medium-sized enterprises, and on the basis of selecting various systems, drafted and formed the Administrative Measures of Beijing Stock Exchange for Public Offering of Stocks to Unqualified Investors (Trial), the Administrative Measures of Securities Issuance Registration of Listed Companies of Beijing Stock Exchange (Trial) and the Measures of Continuous Supervision of Listed Companies of Beijing Stock Exchange (Trial), and revised the. The above provisions initially established the basic systems of the Beijing Stock Exchange, such as issuance and financing, continuous supervision and exchange governance.
Source: CSRC website
The CSRC said over the weekend: Improve the supervision system for overseas listing of enterprises.
Fang Xinghai, vice chairman of the China Securities Regulatory Commission, said that in recent years, the high-level opening of the capital market has been steadily promoted, which has helped China's capital market to form a better ecology. At present, China's capital market has developed into the second largest market in the world, with nearly 4,500 listed companies. Commodity futures and bond markets are in the forefront of the market, attracting more and more international financial institutions and investors to actively participate. Fang Xinghai said that in the next step, the CSRC will unswervingly promote high-level opening up.
Source: Panoramic Finance
Chen, Vice Governor of the Central Bank: Accelerate the short-term supervision of financial technology
On September 4th, at the 20021China International Finance Annual Forum, Chen, deputy governor of the People's Bank of China, pointed out that it is necessary to quickly fill the short board of financial technology supervision and bring all financial institutions, financial services and financial products into the framework of prudential supervision. Improve the professionalism and effectiveness of financial supervision, and resolutely hold the firewall where systemic risks do not occur.
Source: Interface News
The unemployment rate in the United States fell in August, but the new non-farm employment was far less than expected.
According to data released by the US Department of Labor on the 3rd, the unemployment rate in the United States dropped by 0.2 percentage points from the previous month to 5.2%, but the number of new jobs in the non-agricultural sector was only 235,000, far less than expected. The data shows that the unemployment rate in the United States continued to decline in August, but it was still 1.7 percentage points higher than that before the COVID-19 outbreak in February last year. Specifically, the number of unemployed people in the United States fell to 8.4 million in August. The number of long-term unemployed people who have been unemployed for more than 27 weeks decreased by 246,000 to 3.2 million, an increase of 265,438+10,000 over last February. The number of people unable to go out to find jobs due to the epidemic was 6.5438+0.5 million, a slight decrease from the previous month, indicating that the severe epidemic in the United States once again affected the recovery of the job market.
Source: Xinhua News Agency
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comment: Under the trillion-dollar transaction, shock is still the main rhythm of the current market.
On Friday, the market indexes of the two cities fluctuated and adjusted, and the total market turnover was enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index closed down 0.43% at 358 1.73; The Shenzhen Component Index fell 0.68% to close at 14 179.86. Growth enterprise market fell 1. 17% to close at 3 102.438+04.
From the disk, wind energy concept stocks, power stocks and venture capital concept stocks are active, with the highest gains, while upstream resource stocks are relatively weak. The index surged back, but the turnover remained above one trillion yuan. It is expected that the market will still be dominated by shocks in the short term.
In operation, it is recommended to continue to sell high and suck low, and not to chase up the track layout around the theme stocks and institutions. It is suggested to pay attention to wind power concept stocks with compensatory growth expectations, military stocks with low positions, brokerage stocks and stocks with good interim reports.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro view: the central bank: keep the stock market, bond market and foreign exchange market running smoothly and strictly guard against external risk shocks.
Recently, the People's Bank of China released the China Financial Stability Report (202 1), which comprehensively evaluated the soundness of China's financial system since 2020. The report pointed out that looking forward to the future, while continuing to promote the prevention and control of normalized epidemics and the overall economic and social development, we should maintain the continuity, stability and sustainability of macro-financial policies, maintain a flexible, accurate, reasonable and moderate prudent monetary policy, enhance the vitality of micro-subjects, vigorously support inclusive development, rural revitalization, manufacturing, scientific and technological innovation and green transformation, strengthen financial services to the real economy, and promote stable and healthy economic operation. Handle the relationship between financial development, financial stability and financial security, improve the system of financial risk prevention, early warning, disposal and accountability, promote the reform of small and medium-sized financial institutions, focus on reducing credit risks, maintain the smooth operation of the stock market, bond market and foreign exchange market, and strictly guard against external risk shocks. We will continue to deepen reform and opening up, deepen the marketization reform of interest rates and exchange rates, steadily push forward the reform of the capital market, and promote the high-quality development of the bond market. Deepen the reform of financial institutions, promote financial institutions to return to their original sources and focus on their main businesses. On the premise of effectively preventing risks, we will continue to expand high-level financial openness.
Source: Securities Times Network
Comments: The report pointed out that efforts should be made to reduce credit risk, keep the stock market, bond market and foreign exchange market running smoothly, and strictly guard against external risk shocks. We will continue to deepen reform and opening up, deepen the marketization reform of interest rates and exchange rates, steadily push forward the reform of the capital market, and promote the high-quality development of the bond market. This means that the continuity, stability and sustainability of macro-financial policies will continue, and the stability of financial markets will be the main theme at this stage.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
National defense and military industry: the net profit returned to the mother increased by 565,438+0% year-on-year, and continued to increase during the Tenth Five-Year Plan.
202 1, 1 17 The listed companies whose core business involves military * * achieved operating income of 237.4 billion yuan in the first half of the year, up 20.57% year-on-year, ranking 23/28 in the first-class industry (SW); The net profit returned to the mother was 7.9 billion yuan, up 50.57% year-on-year, ranking first-class industry (SW) 15/28. From the industry itself, the income and net profit of 2 1H 1 have increased, and the profit growth rate far exceeds the income growth rate.
Source: Everbright Securities Research Report
Comments: China's international status has improved significantly, and its national defense construction and weapons and equipment need to match its international status. However, judging from the current data, there is still a lot of room for improvement, which provides opportunities for the growth of the domestic military industry. Driven by the demand of national defense construction and under the dual-cycle development pattern of internal circulation, the military industry can still maintain a high degree of prosperity and continue to develop at a high speed.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
Third, the new share subscription tips
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The purchase code of Zhonglan Environmental Protection is 300 854, and the purchase price is 9.96 yuan.
The subscription code of Jin Zhuo shares is 78770 1, and the subscription price is 7.48 yuan.
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Four. Key stock recommendation
View the full version of early view (customized path by month: discovery-information-information products-information-early view; Single customized path: discovery-gold medal appraisal-early viewing)