1, Xinhua News Agency: China is committed to achieving high-quality development. The development and application of artificial intelligence will effectively improve the intelligent level of economic and social development, and effectively improve public services and urban management capabilities. China is willing to exchange and cooperate with other countries in technology exchange, data sharing and application market, so as to share the development opportunities of digital economy.
2. Economic Information Daily: Helping the private economy and supporting the development of private enterprises are getting unprecedented attention. As of September 16, the central government and ministries and commissions have held dozens of meetings to support the development of private enterprises, and relevant documents are in full swing. This round of policies to support the development of private enterprises pays more attention to precise policies, and industrial policies, monetary and fiscal policies and regulatory policies will work together.
3. Financial Times under the Central Bank: The average expected yield of bank wealth management products hit a new low of 10, and the proportion of guaranteed wealth management circulation decreased for six consecutive months. Recently, the bank's "goods-based" products, namely cash management products, have been sought after by investors. Its liquidity is very similar to that of the money fund, and the average rate of return exceeds the average 7-day annualized rate of return of the cargo base.
4. Shanghai Stock Exchange: The deposit balance of the payment institution's customer reserve deposit with the central bank reached a new high. According to the data released by the central bank, as of the end of August, the balance of deposits of non-financial institutions was 763.843 billion yuan, an increase of12251200 million yuan compared with the end of July. Non-financial institution deposits are customer reserves deposited by payment institutions in the central bank. This is the second consecutive month that the data has increased significantly after the central bank introduced new regulations.
5. China Banking Regulatory Commission (CBRC): It agreed to launch the first batch of "multi-county and one-line" pilot projects of village banks in the central and western regions 15 provinces, but the planning of poor old people, poor young people and village banks has not been fully covered. On the premise of effectively preventing and controlling risks, the CBRC will focus on increasing financial services in key areas such as agriculture, rural areas and farmers, small and micro enterprises, poverty alleviation and basic livelihood security.
6. Central Bank: On Monday, MLF operated 265 billion yuan, the interest rate was flat at 3.3%, and no reverse repurchase expired on that day. According to the analysis, MLF operation is only a prelude, and the subsequent targeted reduction of the deposit reserve ratio is expected. For the domestic market, the broad money pattern is clear, the market interest rate will run at a low level, the bottom of A-share policy and valuation will gradually become clear, and the bottom of the market is even emerging. The rebound will only be repaired by pessimism.
7. overnight shibor reported 2.4660%, down 2.30 basis points. Within 7 days, shibor reported 2.6390%, down 0.60 basis points. In three months, shibor reported 2.8220%, down 0.80 basis point.
Second, the real estate focus
1, Ministry of Housing and Urban-Rural Development: The government work report clearly states that in 20 18, 5.8 million new sheds will be built nationwide. From June 5438 to August, 4.65 million sets have been started, accounting for 80% of the annual target tasks, and the investment has been completed11more than 9 billion yuan.
2. Shanghai Stock Exchange: In August, the national housing prices generally rose. Among the 70 large and medium-sized cities, only the price of new houses in Xiamen dropped slightly by 0. 1% month-on-month, while Nanjing and Beijing were flat, while all the other 67 cities rose. At present, the rapid rise in housing prices is mostly concentrated in second-and third-tier hotspot cities, and destocking in third-and fourth-tier cities is nearing completion. Cities where house prices rise too fast in the future will not rule out tightening measures.
3. Economic Information Daily: In order to make profits, some real estate developers frequently put forward the idea of sharing housing area, and the proportion of shared housing area of individual commercial houses even exceeds 50%. Because it does not conform to international practice, and the existing laws and regulations do not set an upper limit, the * * * building area shared by buyers has been criticized. Due to the lack of relatively uniform standards for public pools, developers have a very large operating space.
Third, the stock market inventory.
1, the Shanghai Composite Index reported 265 1.79 points, down1.1%,with a turnover of 86.963 billion. The Shenzhen Component Index reported 7999.35 points, down 1.4 1%, with a turnover of11982 billion. The GEM index reported 1349.78 points, down 1.23%, with a turnover of 38.096 billion. The total turnover of the two cities was 206.783 billion. From the disk, utilities, pesticides and veterinary drugs and other sectors were among the top gainers.
2. Hang Seng Index fell 1.3% to 26,932.85 points. The index of state-owned enterprises fell 1.07% to 10462.09. The net outflow of Shanghai Stock Connect was 6 1 100 million yuan, and the balance of the day was 520 1 100 million yuan. The net inflow of Shenzhen Stock Connect was RMB 866,543.8+0 million, and the balance of the day was RMB 5 1 654.38+0.39 billion.
3. Securities Daily: Among the 97 listed companies whose number of shareholders decreased by more than 20% in the second quarter, 93 Public Offering of Fund companies held a total of 28190,000 shares, an increase of 158.29% compared with the end of the first quarter of this year, among which Qingdao Haier was the most favored by Public Offering of Fund.
4. china securities journal: At present, although some domestic institutions are willing to increase their positions, they have no plans to increase their positions substantially in the short term due to concerns about factors such as net withdrawal. Some overseas institutions continue to increase their positions, believing that the valuation of A shares is far lower than that of major global markets. A shares continue to "grind to the bottom", some QFII institutions have quietly increased their positions, and some institutions even have full subscription quotas every day.
5. Shanghai Stock Exchange: A total of 1 14 companies in Shanghai and Shenzhen stock markets disclosed the institutional research records of last week (September1September 14). Among them, the food and beverage industry has become the focus of institutional attention. I really miss that your company received 19 research institutions last week, and Tomson Bianjian received 9 research institutions last week.
6. Securities Times: While the turnover of the whole market hit a new low, on September 7th, the 107 shares in the two cities hit a new low since listing, and since September this year, 189 shares hit a new low since listing.
7. Securities Daily: During the year, six brokers announced the increase of shareholders' holdings. It is reported that the last wave of collective holdings of brokerage shareholders occurred at the beginning of 20 16, when A shares fell irrationally again after the implementation of the fuse mechanism. Although the Shanghai Composite Index has not fallen below the low point set more than two years ago, the valuations of many brokerage stocks are far below the level at the beginning of 20 16, and even set a "historical lowest valuation".
8. Giant Network Announcement: At the 38th meeting of the 4th Board of Directors, the Proposal on Withdrawing the Company's Issuance of Shares and Paying Cash to Purchase Assets, Raising Matching Funds and Related Party Transaction Application Documents and Making Major Adjustments to the Reorganization Plan was reviewed and approved. The counterparty proposes to dissolve the original asset purchase agreement and withdraw the application documents for this major asset restructuring. The company intends to negotiate with relevant parties on these matters, and plans to adjust this major asset restructuring plan, which is expected to meet the major adjustment standards.
9. Financing balance of the two cities: As of September 14, the financing balance of the Shanghai stock market was 506.009 billion, a decrease of 2.458 billion compared with the previous trading day; The financing balance of Shenzhen Stock Exchange reported 3.3180.4 million yuan, a decrease of172.5 million yuan; The two cities totaled 837.8./kloc-0.3 billion yuan, a decrease of 465.438+08.3 billion yuan.
Fourth, industry observation
1, china securities journal: Since April, the price of natural gas has been rising all the way, and recently it has reached the high point set by last year's "gas shortage", which has also attracted some traders to stock up in advance. Experts said that this year's "gas shortage" situation is difficult to reproduce because the government has made preparations to improve its gas storage capacity and peak shaving capacity in advance.
2. China Payment and Clearing Association: Disclosure of "Risk Tips on Strengthening the Management of Bill-Receiving Terminals and Preventing Illegal Online Publicity and Sales of Bill-Receiving Terminals". The Association Reporting Center accepted and verified many reports involving the use of Internet media to publish illegal propaganda and sell bank card acceptance terminals. Effectively strengthen the management of outsourcing service institutions and acceptance terminals, and put an end to illegal online promotion and sales of acceptance terminals.
3. Xinhua News Agency: Zhejiang Branch of Alibaba (China) Co., Ltd., China Telecom, China Mobile, China Unicom and other big data companies 12 signed the Personal Information Protection Proposal, promising to protect users' information control rights, and not forcing users to package and collect personal information by means of "package agreement".
4. Ministry of Communications: It is necessary to strengthen applied research, carry out technical research around key links and "stuck neck" problems, vigorously promote the transformation and application of research results, and strive to explore new paths, methods and measures for the safe development of transportation.
5. Securities Times: The first "Artificial Intelligence Venture Capital Service Alliance" in China was announced in Shanghai. At present, SDIC Hechuang, Admiralty Qiyuan and Infineon, three national emerging industry venture capital guidance funds, and more than 40 most influential institutions in the field of AI investment and financing, such as Silicon Valley Capital, Zhenge Fund and IDG, have become the first members of the alliance.
6. Ministry of Industry and Information Technology: Issued the Notice on Organizing the "One-stop" declaration plan for key products and processes of industrial strong foundation projects in 20 18. In 20 18, six dragons, such as controller, high-precision reducer, servo motor and engine EFI system, will be selected to carry out related work.
7. Xinhua News Agency: On September 17, 20 18 Cyber Security Expo opened in Chengdu. This Expo not only shows the iterative development of information and communication technologies such as satellite Internet, blockchain, artificial intelligence, 5G and industrial Internet, but also pays attention to the opportunities and challenges faced by network security in this new situation.
8. The Beijing News: The Beijing Municipal Civil Affairs Bureau recently issued relevant documents to regulate the fees and management of funeral services, and announced the price standards for five types of funeral services formulated by the Civil Affairs Bureau. No increase in fees, no unclear price tag to charge any fees.
9. Xinhua News Agency: Zhejiang University recently released a research plan on the integration of brain science and artificial intelligence, referred to as the "Double Brain Plan", which will be implemented in the near future. The "Double Brain Project" will aim at the frontiers and major challenges of international science and promote the interactive exploration and integration of brain science and artificial intelligence.
Verb (abbreviation for verb) industrial data
1, Beijing News: It was learned from the Shanghai Municipal Transportation Commission that Shanghai traffic law enforcement departments will step up road law enforcement inspections in key areas in response to the problem of illegal passenger transport by car. Up to now, * * * has investigated and dealt with all kinds of illegal car rental cases 158, including 97 cases involving Didi platform and 6 cases involving other platforms1.
2. Ministry of Finance: In July, the national lottery sales reached 546,465.438 billion yuan, up 6 1.9% year-on-year. Among them, the sales of welfare lottery institutions19109 million yuan, up 9.7% year-on-year; The sales of sports lottery institutions reached 35.532 billion yuan, a year-on-year increase of 1 17.5%. From June 5438 to July, the national lottery sales reached 299.839 billion yuan, a year-on-year increase of 25.6%.
3. Wang Zhiqing, Deputy Director of CAAC: CAAC will continue to adhere to the open market policy and create favorable conditions for further expanding air transport cooperation. By 2025, there will be more than 130 new airports in China, and the total planned airport layout is expected to reach 370, and the airspace capacity will be further released.
4. Development and Reform Commission: Since 24: 00 on September 17, the domestic gasoline and diesel prices have increased by 145 yuan respectively. On the national average, the conversion of No.92 gasoline to 0. 1 1 yuan per liter, No.95 gasoline to 0. 12 yuan per liter, and No.0 diesel to 0. 12 yuan per liter. According to the estimation of 50L capacity of the fuel tank of a general family car, it takes about 5.5 yuan to fill a box of 92 # gasoline.
5. 澎湃: A number of global artificial intelligence innovation projects have signed contracts to settle in Shanghai. Including 8 AI innovation centers (laboratories) such as Alibaba and Baidu, 8 AI innovation platforms such as Tencent and Huawei, 3 AI research institutes such as Microsoft and Amazon, and 1 billion artificial intelligence industry fund signed cooperation agreements with the Municipal Economic and Information Commission, 10 District, 3 research institutes and MIT Global Industry Alliance respectively.
6. Ministry of Industry and Information Technology: As of 8: 00 September 17, there were 20,687 base stations off the network in Guangdong Province, accounting for about 3% of the total in the province. At present, 4,808 base stations have been restored by emergency repair personnel regardless of wind and rain, and other damaged communication facilities are being actively repaired. The township communication has not been completely blocked, and the core network is operating normally.
7. Securities Times: The 10 report on the top 200 China liquor brands of Huazun Cup shows that the brand value of Maotai Group rose by 52.02% to 237.509 billion yuan, which is the first time that the brand value of China liquor enterprises exceeded 200 billion yuan in 10.
8. Ministry of Agriculture and Rural Affairs: From the night of September 9 to the early morning of 10, a large-scale cooling weather occurred in northern China, especially in the northwest of Heilongjiang Province, which had a certain impact on the growth of soybeans in this area. The low-temperature frost area of soybean in Heilongjiang province is about 6.5438+0.4785 million mu, and the yield loss is about 550 million Jin.
9. Cai Yi: Jiangsu Yangtze River Economic Belt Comprehensive Three-dimensional Traffic Corridor Planning (20 18-2035) was officially issued. By 2020, the main skeleton of Jiangbei trunk railway will be basically formed, and the mileage of high-speed rail in the province will reach about 2,700 kilometers. By 2035, the province will operate about 8,000 kilometers of railways.
Highlights of intransitive verbs company
1. Interface: Ali's new retail Pathfinder Box Horse disclosed data for the first time in three years. The average daily sales of Boxma 1.5-year-old stores exceed 800,000 yuan, far exceeding that of traditional supermarkets. This achievement was achieved by online sales of Box Horse, accounting for more than 60%. As of July 3 1 day, Box Horse has 64 stores in 14 city, serving over100000 consumers.
2. Lei Jun, Chairman of Xiaomi Technology: Humans have entered a new era of artificial intelligence, and the combination of AI and IoT will form AIoT, that is, the intelligent interconnection of all things. 5G is actually a communication method in the Internet of Things era. With the help of 5G, the Internet of Things will also take off. Xiaomi has done a lot of work around AIoT, and built the world's largest consumer-grade Internet of Things platform, with more than1.65,438+0.5 billion IOT devices that can be connected.
3. World Wide Web: Hellobike officially announced that the company was renamed as "Hello bike", transforming from a bicycle service provider to a professional mobile travel platform. Hellobike will carry out innovative cooperation with Shanghai Shentong Metro Group on "Metro+Bicycle Integrated Smart Connection", and join hands with many travel service providers, such as Shouqi Car, to create an open, diversified and integrated smart travel platform.
Seven. Capital dynamics
1, Hong Kong Monetary Authority: Announced the launch of fast payment system, named "Fast Revolution". From September 30th, citizens can use "Express Transfer" to transfer money, pay fees and collect money. At present, there are 265,438+0 banks (including most retail banks) and 65,438+00 operators of stored value payment instruments participating in the "quick transfer" system to provide services to customers.
2. china securities journal: Ningbo's 9 billion yuan national debt was successfully issued through the public bidding of the national debt issuance system of Shanghai Stock Exchange of the Ministry of Finance, and the market institutions enthusiastically subscribed, with the subscription multiple reaching 19.57 times, setting a new record for the local debt market of the exchange. As of September 17, the cumulative issuance scale of local bonds on the Shanghai Stock Exchange this year has reached nearly150 billion yuan.
3.5-year treasury bond futures main contract TF 18 12 rose by 0. 1 1% to 97.665; T 10-year treasury bond futures main contract T 18 12 rose by 0. 10% to 94.550. 10-year treasury bond interest rate fell by 0.24BP to 3.63%; 10-year CDB interest rate went down 1.34BP to 4.22%.
4. By the afternoon of September 17, most of the domestic futures markets were green, industrial products generally rose and fell, and non-ferrous metals were among the top losers. Shanghai nickel and rubber fell nearly 2%, while Shanghai copper, Shanghai zinc, Shanghai lead, PVC and asphalt fell more than 1%. Black series oscillated and differentiated, with hot coil and power coal falling by nearly 1% and coke rising by more than1%; Beans are strong in agricultural products, and the increase of soybean meal and eggs is over 1%.
5. Shanghai International Energy Exchange Center: On September 7, SC 18 12, the main contract of crude oil futures, closed at 527.8 yuan/barrel, down by 0.9 yuan, with a decrease of 0. 17%. The main contract is 3358 12 lots, and the position is increased by 2 140 lots to 40 108 lots. 335,904 lots were sold in all contracts, and positions increased by 265,438+065,438+00 lots to 40,954 lots.
6. onshore RMB 16:30 closed at 6.8690, down 0.2466%, and the central parity of RMB was reported at 6.8509, down 0.2 150%. NDF: 3 monthly reports 6.8700, 6 monthly reports 6.8885, 1 annual report 6.9595 and 2 annual reports 7.0025.
7. New Third Board: 17 September, a total of 1097 1 company was listed, with a turnover of 1.8 1 100 million, of which 44 million was transferred by the market, and call auction137 million. The third board index was reported at 976.30, down 0. 19%, with a turnover of 0.4 1 100 million.
Eight. International information
1, Financial Magazine: Didi Takeaway Management Team visited Brazil and Mexico in two ways, both of which are countries with better overseas development of Didi taxi business. A person close to Didi Travel said that Didi Takeaway may be transferred to the international department to be responsible for the overseas expansion of the takeaway business. It may imitate UberEATs and rely on online car for takeaway overseas.
2.265438+20th century: Apple's official mall has recently put on shelves various series of mobile phone cases of the brand-new iPhone, among which a mobile phone case named "iPhone XS Max leather protective clip" sells for as much as 1099 yuan. Some netizens spit out that to protect this mobile phone case, you have to buy another mobile phone case.
3. Baltic dry bulk index: down 0.66% to 1357 points.
4. The Standard & Poor's 500 Index closed down 16. 18 points, or 0.56%, to 2,888.80 points. The Dow Jones Industrial Average closed down 92.55 points, or 0.35%, at 26062.6438+02. The Nasdaq Composite Index closed down 1 14.25 points, or 1.43%, to close at 7895.79 points.
5. Germany DAX 30 index closed down 0.23% to 1096438+0. The French CAC40 index closed down 0.07% to 5348.87 points. Britain's FTSE 100 index closed down 0.03% to 7302. 10.
6. Nikkei 225 index rose 1.20% to 23,094.67 points. South Korea's KOSPI index fell 0.66% to 2303438+0.
7. WTI 65438+1October crude oil futures closed down 0.22 USD, or 0.32%, to 68.77 USD/barrel. Brent165438+1October crude oil futures closed down 0.20 USD, or 0.26%, to 77.89 USD/barrel.
8. COMEX 65438+February gold futures closed up 4.70 USD, or 0.4%, at 1205.80 USD/oz.