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I. Selected Financial News

The social security fund's return on investment last year was 15.84%.

According to the Annual Report of Social Security Fund in 2020 issued by the National Social Security Fund Council, in 2020, the investment income of social security fund was 378.66 billion yuan, and the return on investment was 15.84%, which was much higher than the average annual return on investment of 8.5 1% since the establishment of social security fund, and was also higher than that of Shanghai Composite Index 13.87% last year. The relevant person in charge of the social security fund said that the social security fund adheres to the concepts of long-term investment, value investment and responsible investment, and conducts investment operation management in accordance with the principles of prudent investment, safety first, risk control and income improvement to ensure the safety, preservation and appreciation of the fund.

More than 1000 enterprises from home and abroad participated in the 5th China-Arab Expo online and offline.

Xinhua News Agency reporter learned from the related press conference held on June 5438+08 that the exhibition activities of the 5th China-Arab Expo made full use of digital conference and exhibition means, and attracted more than 1000 enterprises including the world's top 500 and China's top 500. It is understood that this year's China-Arab Expo relies on the new generation of information technologies such as 5G, artificial intelligence, big data, cloud computing, etc., to build a cloud exhibition hall and a cloud mall, to carry out cloud negotiation and cloud signing, to attract enterprises to participate online, and the audience to watch the exhibition online. Realize digital empowerment and two-line integration.

The world's largest asset management company advises investors to increase their positions in China: two to three times or more.

Just as the western media tried their best to make the China market "turbulent" by recent events such as "Didi off the shelf" and "off-campus training institutions were rectified", BlackRock, the world's largest asset management company headquartered in new york, suggested that international investors increase their assets in the China market by two or three times.

The central bank and other six departments jointly issued the Guiding Opinions on Promoting the Reform, Opening-up and High-quality Development of the Corporate Credit Bond Market.

The central bank and other six departments jointly issued the Guiding Opinions on Promoting the Reform, Opening-up and High-quality Development of the Corporate Credit Bond Market. The Opinions emphasize that it is necessary to constantly consolidate the legal basis of corporate credit bonds and promote the study and formulation of corporate bond management regulations. In accordance with the principle of classification and convergence, we will promote the gradual unification of various rules and standards such as issuance, trading, information disclosure and investor protection in the enterprise credit bond market. Bond issuance should conform to the national macroeconomic development and industrial policies. It is forbidden to issue structured bonds. Adhere to the principle of "the seller is responsible and the buyer is responsible" and guide investors to improve their risk identification ability. Explore the system of class action and party reconciliation.

Shanghai Economic and Information Committee: During the Tenth Five-Year Plan period, Lingang New District will account for more than 1/3 of the increase of Shanghai's manufacturing industry.

Zhang, chief engineer of the Shanghai Economic and Information Committee, said at the press conference of the Shanghai Municipal Government on August 18 that in the next stage, the Shanghai Economic and Information Committee, together with the management committee of Lingang New Area and relevant departments, will support Lingang New Area to give full play to its advantages of "three independences", accelerate the construction of an open and innovative industrial system, and build a strategic growth pole for Shanghai's industrial development. The Tenth Five-Year Plan will account for 1/ of Shanghai's manufacturing growth. ?

(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)

Second, the focus of market hotspots

Market comment: the stock index rebounded, and the brokerage sector led the daily limit of the two cities.

On Wednesday, the major A-share indexes collectively oscillated and rebounded. At the close, the Shanghai Composite Index rose 1. 1 1% to close at 3,485.29 points. The Shenzhen Component Index rose 0.72% to close at 14454.6438+0 1. The GEM index rose 0.75% to 3,248.37 points. The turnover of the two cities is close to 1.2 trillion, and the turnover has shrunk. On that day, northbound funds bought a net amount of 3.433 billion yuan. Disk observation: brokerage, aviation, semiconductor and other sectors were among the top gainers; Food and beverage, household items and parts were among the top losers. Most of the industry sectors closed up, and the brokerage sector led the daily limit of the two cities. In view of the current stable macro fundamentals, liquidity is expected to remain relatively moderately loose, and the short-term market is likely to remain volatile, and it is still expected to maintain a structural market in the future. In operation, it is suggested to flexibly control positions and rhythms, not aggressively pursue heights, and pay reasonable attention to brokers, chemicals, construction machinery, new energy, etc. The stock market is risky, so you need to be cautious in investing.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)

Macro perspective: In July, the domestic sales and exports of new energy vehicles in Korea maintained an upward trend for seven consecutive months.

Event: The document released by the Ministry of Industry, Trade and Resources of Korea on June 5438+08 shows that due to the shortage of automotive semiconductors, the reduction of working days and the COVID-19 epidemic, the output, domestic sales and exports of Korean automobiles decreased by 13.9%, 9.6% and 2.9% respectively. However, the total export volume increased by 12.3% year-on-year, which was the highest in the same month of previous years.

Source: Interface News

Comments: Looking at new energy vehicles alone, domestic sales increased by 65.7% year-on-year to 2,982110,000 vehicles, and exports increased by 27.4% year-on-year to 3,457110,000 vehicles, both of which maintained growth for seven consecutive months. From the data point of view, the global production and sales of new energy vehicles are impressive as a whole, and the leading companies in related industries still deserve long-term attention after a short-term callback.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)

Construction industry: the policy opens up trillion pumped storage space, and hydropower construction is expected to increase substantially.

Event: Recently, the Comprehensive Department of the National Energy Administration issued relevant documents, proposing that the installed capacity of pumped storage in China will increase to 300GW by 2035, with an investment scale of about/kloc-0.8 trillion yuan, exceeding market expectations.

Source: China Merchants Securities Research Report

Comments: At present, pumped storage is the most mature and efficient energy storage technology, and energy storage is an essential link in the development of new power systems. It is expected that the construction in this area will be accelerated, and hydropower construction is expected to accelerate, and leading companies will take the lead in benefiting. Suggestions can focus on.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)

Third, the new share subscription tips

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Four. Key stock recommendation

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