Heavy! Yi Huiman put forward six major work priorities and comprehensively expounded the general plan for the basic system construction of the capital market.

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

Market review

Market comment: theme stocks accelerate their rotation and chase up cautiously.

Logistics industry: the arrival of express season

New stock tips

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Futures information

Metal energy: gold 406.24, up 0.39%; Copper 524 10, up 0.69%; Rebar 3657, up 0.69%; Rubber 14635, down1.18%; The PVC index was 6750, down by 0.37%; Zheng Chun 2085, down 0.43%; Shanghai Aluminum 14790, up by 0.48%; Shanghai Nickel 120050, down1.21%; Iron ore 802.5, up1.58%; Coke 2 139, up 0.82%; Coking coal 1362.5, up1.34%; Brent oil 4 1.7 1, down 3.36%; Glass 1696, down 0.24%; Liquefied petroleum gas 3664, down 0.68%; Rubber plate 202, down 2.67%; Soda 1632, up 0.12%; PP 7749, down 0.41%;

Agricultural products: soybean oil 6990, down 0.14%; Corn 2576, down 0.35%; Palm oil 5980, up 0.00%; Zheng Mian 14365, down 2.28%; Zheng Mai 2749, up1.66%; Sugar 5293, down1.08%; Apple 80 1 1, down 2.68%; Jujube 10060, down 0.54%; Bean art 4697, down 2.53%; Rapeseed 5383, up1.59%;

Exchange rate: Euro/USD 1. 186 1, up by 0.33%; USD/RMB 6.6428, down 0.32%; USD/HKD7.7501,up 0.00%.

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

Main recommendations

1, heavy! Yi Huiman put forward six major work priorities and comprehensively expounded the general plan for the basic system construction of the capital market.

Yi Huiman, Chairman of China Securities Regulatory Commission 2 1 said that to strengthen the basic system construction of the capital market, we should adhere to the direction of marketization, rule of law and internationalization, adhere to the principles of overall design, focus on key points and problem orientation, make efforts to solve institutional obstacles, speed up the construction of a more mature and stereotyped basic system of the capital market, and continuously enhance the attractiveness and international competitiveness of China's capital market.

Yi Huiman expounded the significance of improving the basic system of capital market to promote high-quality development and help to form a new pattern of development, analyzed the characteristics of the basic system of capital market, pointed out that its core lies in promoting all parties in the market to return to their responsibilities, and put forward six major work priorities for building a more mature and stereotyped basic system of capital market.

He also said that the CSRC will, as always, support the reform, opening up and high-quality development of Beijing's capital market, and launch a package of measures including continuing to deepen the reform of the New Third Board and supporting Beijing to build a private equity trading platform and an intellectual property trading center.

Source: shanghai securities news.

Comments: Perfecting the basic system of the capital market is conducive to comprehensively enhancing the hub function of the capital market, mobilizing and guiding all kinds of factor resources to gather in more efficient and dynamic fields, promoting the formation of innovative capital and improving the efficiency of economic and financial cycles. This is an institutional long-term positive for the A-share market. Measures such as deepening the reform of the New Third Board and supporting Beijing to build a private equity trading platform and intellectual property trading center will benefit venture capital companies and brokerage stocks.

(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)

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

2 1, the State Council held a press conference. Terry, director of the high-tech department of the Ministry of Science and Technology, said that in the next step, the Ministry of Science and Technology will focus on solving the "contradiction between the need for high-quality development and the lack of scientific and technological innovation ability" and vigorously develop high and new technologies. Strengthen forward-looking deployment, vigorously develop a new generation of high technology characterized by intelligent technology and quantum technology, and build the first-Mover advantage of China's high technology.

Source: Zhongxin Jingwei

Comments: The concept section of quantum technology has been active for three days this week. The short-term cumulative increase of some quantum technology concept stocks on GEM has been large, and there is no small risk of stock price fluctuation if they continue to chase after the increase. It is not recommended to participate in chasing up.

(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)

Market review

1, market comment: theme stocks accelerate their rotation and chase up cautiously.

On Wednesday, the market indexes of the two cities fluctuated and adjusted, and the total market turnover was slightly enlarged compared with Tuesday. Specifically, the Shanghai Composite Index closed down 0.09% at 3,325.02 points. The Shenzhen Component Index fell 1% to close at 13467.9 points; Growth enterprise market index fell 1.46% to close at 2700.53 points.

On the face of the disk, insurance and banking stocks performed relatively strongly, while online celebrity economic concept stocks, sub-new shares, vaccine concept stocks and photovoltaic concept stocks all showed strong activity in the intraday trading, while the GEM stocks, which have seen huge gains recently, generally adjusted. Judging from the trend, the index has recovered lost ground for two consecutive days. At present, the market is still in the stage of gaining momentum before rising, and it is expected to go up after a short-term shock.

In operation, at this stage, the hot spots rotate rapidly, so it is not recommended to chase up the stocks with large gains on that day and avoid the stocks with high stagflation; In terms of opportunities, it is suggested to continue to pay attention to the expected Apple industrial chain, the new energy vehicle sector with deep institutional involvement, the cyclical sector with low valuation and financial stocks.

(Investment consultant Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)

2. Logistics industry: Express season is coming.

The State Post Bureau released the latest September data of the express delivery industry. In September, the business volume of express delivery service enterprises nationwide reached 8.09 billion pieces, a year-on-year increase of 44.6%; Business income reached 82.43 billion yuan, a year-on-year increase of 27%. During the period of1-September, the brand concentration index CR8 of express delivery and parcel service was 82.9, which was 0.3 lower than that in1-August. The listed companies released the operating data for September. In September, the business volume of SF Holdings increased by 60% year-on-year, and the unit price decreased by 15%. Dayun's business volume increased by 65% year-on-year, and the unit price decreased by 21%year-on-year; YTO express business volume increased by 50% year-on-year, and the unit price decreased by 20% year-on-year; The business volume of Shentong Express increased by 19% year-on-year, and the unit price decreased by 23%.

Source: State Post Bureau.

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

(Investment consultant Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)