Highly recommended

Breaking news! Yi Huiman put forward six major work priorities and comprehensively elaborated on the capital market infrastructure construction strategy

Ministry of Science and Technology: Vigorously develop a new generation of high-tech characterized by quantum technology

Market Comments

Market Comments: Thematic stocks are accelerating the rotation and cautiously chasing the rise

Logistics industry: Express delivery peak season is coming

New stock tips

None

Futures Information

Metal energy: gold 406.24, up 0.39%; copper 52410, up 0.69%; rebar 3657, up 0.69%; rubber 14635, down 1.18%; PVC index 6750, down 0.37%; Zheng Chun 2085, down 0.43%; Shanghai Aluminum 14790, up 0.48%; Shanghai Nickel 120050, down 1.21%; Iron Ore 802.5, up 1.58%; Coke 2139, up 0.82%; Coking Coal 1362.5, up 1.34%; Cloth Lrent oil 41.71, down 3.36%; glass 1696, down 0.24%; LPG 3664, down 0.68%; rubber sheet 202, down 2.67%; soda ash 1632, up 0.12%; PP 7749, down 0.41%;

< p>Agricultural products: soybean oil 6990, down 0.14%; corn 2576, down 0.35%; palm oil 5980, up 0.00%; Zheng cotton 14365, down 2.28%; Zheng wheat 2749, up 1.66%; sugar 5293, down 1.08%; apples 8011, down 2.68%; red dates 10060, down 0.54%; beans 4697, down 2.53%; rapeseed 5383, up 1.59%;

Exchange rate: EUR/USD 1.1861, up 0.33%; USD/RMB 6.6428, down 0.32%; USD/HKD 7.7501, up 0.00%.

(The above futures data come from Shanghai Futures Exchange, Dalian Commodity Exchange, Zhengzhou Commodity Exchange)

Key recommendations

1. Big news! Yi Huiman put forward six major work priorities and comprehensively elaborated on the strategy for the construction of the basic system of the capital market

Yi Huiman, chairman of the China Securities Regulatory Commission, said on the 21st that to strengthen the construction of the basic system of the capital market, we must adhere to marketization, rule of law, and internationalization direction, adhere to the principles of overall design, highlighting key points, and problem orientation, focus on solving institutional obstacles, accelerate the construction of a more mature and stereotyped capital market basic institutional system, and continuously enhance the attractiveness and international competitiveness of my country's capital market.

Yi Huiman elaborated on the significance of improving the basic system of the capital market in promoting high-quality development and helping to form a new development pattern. He analyzed the characteristics of the basic system of the capital market and pointed out that its core is to promote the return of all parties in the market. While fulfilling his responsibilities, he also proposed six major work priorities to build a more mature and established basic institutional system for the capital market.

He also said that the China Securities Regulatory Commission will continue to support the reform, opening up and high-quality development of Beijing's capital market, launching a package of measures including continuing to deepen the reform of the New Third Board and supporting Beijing in building a private equity trading platform and an intellectual property trading center.

Source: Shanghai Securities News

Comment: Improving the basic system of the capital market is conducive to comprehensively enhancing the hub function of the capital market, mobilizing and guiding various factor resources to be more efficient and more dynamic Collaborative gathering of fields will promote the formation of innovative capital and improve the efficiency of economic and financial cycles. This is a long-term institutional benefit to the A-share market. Measures such as deepening the reform of the New Third Board and supporting Beijing's construction of a private equity trading platform and intellectual property trading center will be beneficial to venture capital companies and securities stocks.

(Investment consultant? Cai Jin? Registered investment consultant certificate number: S0260611090020)

2. Ministry of Science and Technology: Vigorously develop a new generation of high-tech characterized by quantum technology

On the 21st, the State Council Information Office held a press conference. Qin Yong, director of the High-tech Department of the Ministry of Science and Technology, said that in the next step, in the planning and layout of high-tech development during the "14th Five-Year Plan", the Ministry of Science and Technology will focus on solving the "contradiction between the need for high-quality development and insufficient scientific and technological innovation capabilities" and vigorously develop high-tech technology. Strengthen forward-looking deployment and vigorously develop new generations of high and new technologies characterized by intelligent technology and quantum technology to create our country's first-mover advantage in high and new technologies.

Source: Sino-Singapore Jingwei

Comments: The quantum technology concept sector has been active for three days this week. Some GEM quantum technology concept stocks have experienced relatively large short-term cumulative gains and continue to pursue There is a considerable risk of stock price fluctuations if there is a rise, and it is not recommended to participate in chasing the rise.

(Investment consultant? Cai Jin? Registered investment consultant certificate number: S0260611090020)

Market comments

1. Market comments: The theme stocks are accelerating the rotation, be cautious Chasing the gains

The market indexes in the two cities oscillated and adjusted on Wednesday, and the total market transaction volume was slightly larger than that on Tuesday. Specifically, the Shanghai Stock Exchange Index closed down 0.09% to close at 3325.02 points; the Shenzhen Component Index fell 1% to close at 13467.9 points; the ChiNext Index fell 1.46% to close at 2700.53 points.

On the market, insurance and banking stocks performed relatively strongly. Internet celebrity economic concept stocks, sub-new stocks, vaccine concept stocks and photovoltaic concept stocks all had strong activity in the market. GEM stocks generally adjusted. Judging from the trend, the index has recovered after two consecutive days of decline. The market is still in the stage of gaining momentum before rising and is expected to continue to rise after experiencing short-term shocks.

In terms of operations, hot spots are rotating rapidly at this stage. It is not recommended to chase stocks with large gains on the day and avoid stocks with high stagnation; in terms of opportunities, it is recommended to continue to pay attention to the Apple industry chain and institutions with expectations. Deeply involved in the new energy vehicle sector, low-valuation cyclical sectors and financial stocks.

(Investment consultant Yang Dong? Registered investment consultant certificate number: S0260615080007)

2. Logistics industry: The express delivery peak season is coming

The State Post Bureau announced the express delivery industry Latest data for September. In September, the business volume of express delivery service companies nationwide was 8.09 billion pieces, a year-on-year increase of 44.6%; business revenue was 82.43 billion yuan, a year-on-year increase of 27%. From January to September, the express and parcel service brand concentration index CR8 was 82.9, a decrease of 0.3 from January to August. Listed companies released operating data for September. In September, SF Holding's business volume increased by 60% year-on-year, and its unit price dropped by 15% year-on-year; Yunda Express's business volume increased by 65% ??year-on-year, and its unit price dropped by 21% year-on-year; YTO Express' business volume increased by 50% year-on-year, and its unit price dropped by 20% year-on-year; STO Express Business volume increased by 19% year-on-year, and unit price decreased by 23% year-on-year.

Source: State Post Bureau

Comment: The market entered the peak season for e-commerce in September, and the overall business volume of the express delivery industry increased. With the arrival of the e-commerce major festival "Double Eleven" , express delivery business volume will maintain high growth, and we are optimistic about the leading companies in the express delivery industry.

(Investment consultant Yang Dong? Registered investment consultant certificate number: S0260615080007)