Central Bank: Use monetary policy tools such as deposit reserve ratio to provide support for financial institutions to serve rural revitalization.
Recently, the People's Bank of China, the Ministry of Agriculture and Rural Affairs, the Ministry of Finance, the China Banking Regulatory Commission, the China Securities Regulatory Commission, and the Rural Revitalization Bureau jointly held a video conference on "financial support to consolidate and expand the achievements in tackling poverty and comprehensively promote rural revitalization". The meeting stressed that it is necessary to further strengthen policy synergy. Use monetary policy tools such as refinancing, rediscounting and deposit reserve ratio to provide financial support for financial institutions to serve rural revitalization, and do a good job in the assessment and evaluation of financial institutions to serve rural revitalization. Give full play to the role of government financing guarantee, and cancel or reduce the profit assessment requirements for government financing guarantee institutions.
Source: Securities Times Network
The Ministry of Industry and Information Technology organized a symposium to support the accelerated development of new energy vehicles.
In order to implement the spirit of the Political Bureau of the Communist Party of China (CPC) Central Committee Conference and support the accelerated development of new energy vehicles, on the morning of August 26th, the First Equipment Industry Company organized a forum in Beijing to listen to the opinions and suggestions of industry enterprises. Participants made an in-depth analysis of the development status and existing problems of the new energy automobile industry. Focusing on supporting the accelerated development of the industry and achieving the goal of carbon neutrality in the peak carbon dioxide emission of the automobile industry, they put forward opinions and suggestions on strengthening departmental cooperation, improving fiscal and taxation support policies, accelerating infrastructure construction, coordinating the upstream and downstream links of the industrial chain, and strengthening safety supervision. Representatives from SAIC, BYD, Weilai and Contemporary Ampere Technology Co., Ltd., as well as representatives from Equipment Center, Automobile Association, Automobile Society, China Automobile Center, China Automobile Research Institute, committee of 100, Power Battery Alliance and Charging Alliance attended the meeting.
Source: Ministry of Industry and Information Technology website
Ministry of Finance: From June 5438 to July, the total profit of state-owned enterprises was 2,785.23 billion yuan, up 9.2 1% year-on-year.
According to the data of the Ministry of Finance, from June 5438 to July, the total operating income of state-owned enterprises was 41437.37 billion yuan, a year-on-year increase of 26.6%, with an average increase of 9.6% in two years. From June 5438 to July, the total profit of state-owned enterprises was 2,785.23 billion yuan, up 9.2 1% year-on-year, with an average growth of 14.2% in two years.
Source: Securities Times Network
Six ministries and commissions issued a document: support the development of offline retail, accommodation and catering, foreign investment and foreign trade.
According to the decision-making arrangements of the CPC Central Committee and the State Council, in order to further strengthen the targeted support for offline retail, accommodation and catering, foreign-funded foreign trade and other enterprises (hereinafter referred to as the three main bodies), and help enterprises in related industries to effectively cope with the current epidemic situation, better serve and build a new development pattern, the Ministry of Commerce, the Ministry of Finance, the People's Bank of China, the State Administration of Taxation, the China Banking Regulatory Commission and the Foreign Exchange Bureau jointly issued a notice on supporting the development of offline retail, accommodation and catering, foreign-funded foreign trade and other market entities.
Source: Ministry of Commerce website
Hong Kong A-share index futures rules released!
The formulation rules of ——MSCI China A50 Interconnection Index, the target index of the upcoming Hong Kong A-share index futures, were officially released on August 25th.
HKEx held a press conference last week, announcing that it plans to launch the MSCI China A50 interconnection index futures contract on June 5438+1October 65438+August. The CSRC expressed its support for Hong Kong to launch A-share index futures.
Source: shanghai securities news.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comments: the market turnover has declined, and it is cautious in the short term.
On Thursday, the three major stock indexes collectively closed down, and the total market turnover increased compared with the previous trading day. Specifically, the Shanghai Composite Index closed down 1.09% at 350 1.66; The Shenzhen Component Index fell 1.92% to close at14,465,438+05.46. Growth enterprise market fell 2.5 1% to 3,264.45 points.
From the disk, the concept stocks of industrial machine tools, steel stocks, non-ferrous metals and coal stocks were active, with the highest gains, while liquor stocks and medical concept stocks were relatively weak. From the trend point of view, the number can fall. Although there is no systemic risk in the market, there has been an adjustment trend and it will remain weak and volatile in the short term.
In operation, continue to throw high and suck low, and it is not recommended to chase up the theme stocks, focusing on the track layout where institutions get together. It is recommended to pay attention to resource cyclical stocks, low-level military stocks, energy storage concept stocks and stocks with good performance.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: Development and Reform Commission: investigate and deal with illegal activities such as malicious speculation and driving up coal prices according to laws and regulations.
According to the National Development and Reform Commission, in view of the recent release of coal price increase information by Yulin Coal Trading Center, the leading group for ensuring the stable operation of the market in Yulin City, Shaanxi Province decided to carry out special investigations throughout the city, verify the contents published by the official WeChat account and investigate and deal with it according to relevant regulations, and interview the main person in charge of the institution and deal with it according to relevant regulations.
With the peak summer coming to an end, the tight supply and demand situation of coal in China has obviously improved. Some institutions and WeChat official accounts still maliciously speculate on coal price increase information, and some coal mines still raise prices unreasonably, which has brought serious interference to coal supply and price stability.
The National Development and Reform Commission will work with relevant parties to strengthen monitoring and investigate and deal with illegal acts such as malicious speculation and price gouging according to laws and regulations.
Source: Securities Times Network
Comments: Coal prices have skyrocketed recently. The National Development and Reform Commission (NDRC) voiced its voice by investigating the price increase information of coal in Yulin City, which has a strong warning significance. This news has a certain negative psychological impact on coal stocks and even cyclical stocks such as nonferrous metals and steel.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Machinery industry: the localization of high-end CNC machine tools has accelerated, and industrial mother machines have become a hot spot in the market.
On August 19, the State-owned Assets Supervision and Administration Commission (SASAC) held a meeting, demanding that scientific and technological innovation be placed in a more prominent position from the policy level, promoting central enterprises to actively integrate into the national basic research and applied basic research innovation system, strengthening research on key core technologies such as industrial machinery, high-end chips, new materials and new energy vehicles, and striving to create a "source of original technology". Industrial machine tools are machine tools used to manufacture machine tools. It is of great significance to rank industrial machine tools in the first place at this conference.
Source: Pacific Securities Research Report.
Comments: China machine tool market is huge. With the country's strong support for the development of industrial machine tools, the value of domestic brands will be further revealed. At present, there is a huge breakthrough space in the field of high-end CNC machine tools.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
Third, the new share subscription tips
The purchase code of China Railway Special Goods is 00 12 13, and the purchase price is 3.96 yuan.
The subscription code of Huilong new materials is 30 1057, and the subscription price is 8.03 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)