The central bank increased 300 billion yuan of small-scale refinancing to help small and medium-sized enterprises.
According to the arrangement of the the State Council executive meeting, in order to strengthen the assistance and assistance to small and medium-sized enterprises, the People's Bank of China will increase 300 billion yuan of small re-loans to qualified local corporate banks at preferential interest rates in the remaining four months of this year, supporting them to increase loans to small and micro enterprises and individual industrial and commercial households, requiring the average interest rate of loans to be around 5.5%, and guiding to reduce the financing costs of small and micro enterprises.
Source: Central Bank website
State Administration of Foreign Exchange: The pilot of cross-border RMB business innovation will be tried first in Qianhai District.
Pan, deputy governor of the People's Bank of China and director of the State Administration of Foreign Exchange, said today (9th) at the press conference of the development and construction of Hengqin and Qianhai, the new office of the State Council, that the innovative pilot of cross-border RMB business in the future will be tried first in Qianhai.
Source: CCTV news client
/kloc-quadrupling the production scale in 0/0, and releasing the medium and long-term development plan of pumped storage.
Upstream of pumped storage power station. The Medium-and Long-Term Development Plan of Pumped Storage (202 1-2035) recently issued by the National Energy Administration proposes that by 2025, the total scale of pumped storage power generation will double that of the 13th Five-Year Plan, reaching more than 62 million kilowatts. By 2030, the total scale of pumped storage will double that of the 14th Five-Year Plan, reaching about1.200 million kilowatts.
Source: shanghai securities news.
Ministry of Commerce: Last year, China signed 255.5 billion U.S. dollars in newly contracted foreign projects, and signed 5 14 projects with hundreds of millions of dollars.
On September 9, the Ministry of Commerce held a regular press conference. At the press conference, Shu Jueting, a spokesperson for the Ministry of Commerce, said that the Ministry of Commerce released the statistical bulletin of China's foreign contracted projects in 2020 today, which was the first time that the Ministry of Commerce published the annual statistical data of China's foreign contracted projects in the form of statistical bulletin. According to Shu Yuting, in 2020, China's foreign contracted engineering business overcame the adverse impact of the COVID-19 epidemic and maintained a steady development on the whole. In the whole year, 255.54 billion dollars of new contracts were signed in 184 countries and regions, and the turnover was1559.4 billion dollars.
Source: National Business Daily.
Last issue: some contracts of stainless steel varieties were subject to trading restrictions.
Last issue: After research, it was decided that from the trading on September 4, 20265438 (that is, the night trading on September 3, 20265438), non-futures company members and customers were in stainless steel SS21/kloc-0+065438+.
Source: Last website
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comment: Shanghai Composite Index is approaching 3700 points again, and resource stocks lead the two cities.
On Thursday, the market indexes of the two cities fluctuated and closed up, and the total market turnover decreased compared with the previous trading day. Specifically, the Shanghai Composite Index rose 0.49% to close at 3693.5438+03 points; The Shenzhen Component Index rose 0.07% to close at 14698.53; Growth enterprise market rose 0.06% to close at 322 1.94.
From the disk, steel stocks, coal stocks, and natural gas concept stocks were active, with the highest gains, while the meta-universe concept stocks were relatively weak. The Shanghai Composite Index closed steadily higher and is expected to challenge 3700 points again. However, both chip pressure and psychological pressure are relatively large, and the short-term market still maintains the situation that the index fluctuates sideways and individual stocks are strong and active.
In operation, the current hotspot rotates quickly, so pay attention to the rhythm. Avoid stocks with large gains in the previous period, and lay out stocks or sectors with low positions and expected differences. It is suggested to pay attention to wind power concept stocks with compensatory growth expectations, natural gas concept stocks with price increase expectations and low positions, military stocks with low positions and good performance, brokerage stocks and stocks with good performance in the interim report.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: What does CPI return to "zero age" and PPI scissors gap widen in August?
On September 9th, August CPI (Consumer Price Index) and PPI (Industrial Producer Ex-factory Price Index) data were released. The data released this time covers a number of highlights.
First of all, CPI returned to the "zero era" in August, up 0.8% year-on-year; Secondly, PPI rose by 9.5% year-on-year, and 13 reached a new high. Finally, the "scissors difference" between PPI and CPI continued to expand, reaching 8.7 percentage points.
Specifically, in August, the national consumer price rose by 0.8% year-on-year, which means that the year-on-year increase of CPI returned to the "zero era" after a lapse of three months. Among them, the urban increase was 1.0%, and the rural increase was 0.3%; Food prices decreased by 4. 1%, while non-food prices increased by 1.9%. Consumer goods prices rose by 0.3%, while service prices rose by 1.5%.
Secondly, non-food contributed 60% of the year-on-year increase in CPI. Affected by the epidemic and the drop in international oil prices, the pulling effect of non-food prices on CPI has weakened, but the service price and core CPI have only dropped by 0. 1 percentage point, which means that the impact of the epidemic is relatively limited.
In terms of non-food, the price of industrial consumer goods rose by 2.5%, and the increase rate dropped by 0.3 percentage points. Among them, the prices of gasoline and diesel increased by 22.7% and 25.2% respectively, and the increase rate dropped; The service price increased by 1.5%, and the growth rate dropped by 0. 1 percentage point, in which the prices of air tickets and hotel accommodation increased by 3 1.6% and 2.8%, respectively, and the growth rates both dropped.
In August of 20021,the ex-factory price of industrial producers nationwide rose by 9.5% year-on-year, setting a new high since September 2008. Up 0.7% from the previous month; The purchase price of industrial producers increased by 13.6% year-on-year and 0.8% quarter-on-quarter. 10-August, the ex-factory price of industrial producers increased by 6.2% compared with the same period of last year, and the purchase price of industrial producers increased by 8.6%.
Source: Securities Daily Network
Comments: The decline in pork prices has dragged down food prices, which in turn has dragged down CPI. However, considering that service prices have started to pick up in the stable domestic epidemic, it is expected to drive CPI to pick up moderately. With the state's intervention in commodity prices, the affordability of superimposed downstream industries is close to the limit, and it is unlikely that PPI will hit a new high in the future. It is expected that in the future, under the background of abundant money, the trend of double warming of stocks and debts will remain unchanged.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Public utility industry: the environmental protection value of green electricity is prominent, and the premium improves the performance of operators.
Recently, the National Development and Reform Commission and the National Energy Administration officially approved the State Grid Corporation and China Southern Power Grid Corporation to promote the pilot work of green power trading. The green power trading pilot will be organized and implemented by State Grid Corporation, China Southern Power Grid Corporation, Beijing Power Trading Center and Guangzhou Power Trading Center. In terms of pilot areas, it is planned to choose areas with strong willingness to consume green electricity in the initial stage. After the pilot project of green electricity trading is started, other willing regions will also give active support. In terms of participants, wind power and photovoltaic power generation have been given priority in the near future, and gradually expanded to other renewable energy sources such as hydropower; Give priority to the development of fully market-oriented green power. If the scale of fully market-oriented green power in some provinces is limited in the initial stage of marketization, we can consider buying green power subsidized by the government and guaranteed by power grid enterprises.
Source: TF Securities research report.
Comments: Green power trading guides green power consumption in a market-oriented way, and the proceeds can be used to support the development and consumption of green power. At the same time, the installed capacity of new energy is expected to increase, the overlapping cost will be reduced and the efficiency will be improved. The industry will gradually get rid of subsidy dependence and further develop, and the value of assets such as wind power and photovoltaic power generation operations will face revaluation.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
Third, the new share subscription tips
202 1-09- 10 has no subscription for new shares.
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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)