On Thursday, October 28th, the main contents of today’s headlines are:

China Securities Journal

In the third quarter, the profits of Industrial Enterprises above designated size increased by 14.3% year-on-year

According to the data released by the National Bureau of statistics on October 27, in the third quarter, the profits of Industrial Enterprises above designated size increased by 14.3% year-on-year, continuing to maintain double-digit growth; The average growth rate in the two years was 15.1%, slightly lower than that in the second quarter, and generally maintained a good growth trend. Zhu Hong, Senior Statistician of the industry department of the National Bureau of statistics, said that in the third quarter, industrial production continued to recover, profits maintained a good growth trend, enterprise efficiency continued to improve, and the profitability, asset liability ratio and capital turnover continued to improve year-on-year.

The executive meeting of the State Council deployed measures, and the taxes of main bodies such as small, medium-sized and micro enterprises in the manufacturing industry can be postponed in stages

Premier Li Keqiang chaired an executive meeting of the State Council on October 27 to deploy phased tax deferment measures for small, medium-sized and micro enterprises in the manufacturing industry and further strengthen the efforts to help enterprises; It is decided to extend the preferential tax policies for foreign investors to invest in the domestic bond market, promote opening to the outside world and attract foreign investment.

Increase “Ning portfolio” minus “Mao index” and greatly change the defense of public offering heavy positions

On October 27, the third quarterly report of public funds was disclosed. It is noteworthy that the largest heavy position shares of the public fund changed owners in the third quarter, and sat firmly at Kweichow Moutai Co.Ltd(600519) of the largest heavy position shares for eight consecutive quarters, which was overtaken by Contemporary Amperex Technology Co.Limited(300750) in the third quarter. At the end of the third quarter, the public fund held a total of Contemporary Amperex Technology Co.Limited(300750) 117.122 billion yuan. Overall, in the third quarter, the new energy sector obtained a large increase in the holdings of public funds, of which Tianqi Lithium Corporation(002466) , Sungrow Power Supply Co.Ltd(300274) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) became the objects of the fund’s increase; Among the stocks greatly reduced, they include Wuliangye Yibin Co.Ltd(000858) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Kweichow Moutai Co.Ltd(600519) , etc.

The implementation plan for the synergy of pollution reduction and carbon reduction will be formulated and issued

On October 27, the Information Office of the State Council released the white paper on China’s policies and actions to deal with climate change. Ye min, Vice Minister of the Ministry of ecology and environment, said that in the next step, the Ministry of ecology and environment will actively implement the objectives and tasks of addressing climate change in the 14th five year plan and decompose the binding index of reducing carbon intensity by 18% in the 14th five year plan to local governments for implementation. At the same time, we will step up the preparation and promulgation of the implementation plan for synergies in pollution reduction and carbon reduction.

Shanghai Securities News

National Standing Committee: tax relief of 200 billion yuan continues to help small, medium and micro enterprises to bail out

At the executive meeting of the State Council held on the 27th, it was decided to implement phased tax deferment measures for small, medium-sized and micro enterprises in the manufacturing industry to further strengthen the rescue of enterprises; We will extend preferential tax policies for foreign investors to invest in the domestic bond market, promote opening to the outside world and attract foreign investment.

Ministry of ecology and environment: promoting the implementation of a package of policies and measures to deal with climate change

On October 27, ye min, Vice Minister of the Ministry of ecological environment, introduced at the press conference held by the state information office on the white paper on China’s policies and actions to deal with climate change. The next step will be to promote the implementation of a package of policies and measures to deal with climate change. Ye Min said that we should actively implement the objectives and tasks of addressing climate change in the 14th five year plan, and decompose the binding target of reducing carbon intensity by 18% in the 14th five year plan to local governments for implementation. At the same time, we will promote the implementation of the “1 + n” policy system for carbon peaking and carbon neutralization, and promote the construction of a green, low-carbon and circular economic system.

Weak shock of a shares; The concept of new energy continues to be strong

On Wednesday, A-Shares were weak and volatile. The three major indexes opened low and went low. The intraday decline was more than 1%. At the end of the day, Contemporary Amperex Technology Co.Limited(300750) pulled up, driving the decline of the gem index to narrow. Overall, investor sentiment is relatively low, and individual stocks show a general downward trend. As of yesterday’s close, the Shanghai Composite Index closed at 3562.31 points, down 0.98%; The Shenzhen composite index closed at 14393.51, down 1.09%; The gem index closed at 3308.96, down 0.56%. The turnover of the two cities was 1076.9 billion yuan. On the disk, the concept of new energy continued to strengthen. The strongest direction yesterday was wind power, Xinjiang Goldwind Science And Technology Co.Ltd(002202) , Dajin Heavy Industry Co.Ltd(002487) , Nyocor Co.Ltd(600821) and so on.

6-day reverse repurchase of RMB 900 billion to maintain stable liquidity; RRR reduction or not on the “menu” of next month

In the nearly six trading days as of October 27, the overall reverse repurchase scale of the central bank reached 900 billion yuan, realizing a net investment of 750 billion yuan. Industry insiders generally believe that the RRR reduction or probability rate is not on the operation “menu” in November under the influence of factors such as low capital pressure, rich “toolbox” of the central bank, and loose monetary policy restricted by the internal and external economic environment.

securities times

The national standing committee will deploy and implement phased tax deferment measures

Premier Li Keqiang chaired an executive meeting of the State Council on October 27 to deploy phased tax deferment measures for small, medium-sized and micro enterprises in the manufacturing industry and further strengthen the efforts to help enterprises; It is decided to extend the preferential tax policies for foreign investors to invest in the domestic bond market, promote opening to the outside world and attract foreign investment.

In the third quarter, the profits of Industrial Enterprises above designated size increased by 14.3% year-on-year

On October 27, the National Bureau of statistics released the profit data of Industrial Enterprises above Designated Size from January to September. It can be seen from the comparative data that although the profit growth of most upstream industries remained stable compared with the cumulative growth from January to August, the profit scale of mining and raw material manufacturing industries is still significantly expanding, and the problem of profit imbalance between upstream and downstream industries is more prominent. Meanwhile, the profit growth of coal mining and washing industry is still expanding, and the profit growth of electronic and communication equipment manufacturing industry is 14.6 percentage points higher than that in the second quarter.

Performance ten strong fund outbreak, Baijiu index fund fell more and more favored

Both chasing up and bottom are stimulating the rapid rise of fund scale. In pursuit of the bull base, the size of the mini fund expanded rapidly in the third quarter. According to the statistics of choice, among the top ten yield funds this year, many “mini” funds were promoted to the 10 billion fund club, and some mini funds ranked by performance, and the fund scale increased 15 times in a quarter. China Baijiu index fund has gained an astonishing scale growth under the background of net bottom. The three quarter of the CSI Baijiu index fund attracted 23 billion 900 million fund shares to purchase. The fund became the largest single equity fund in China.

Small and medium-sized securities companies try their best to deal with financing difficulties

In recent years, with the increasingly fierce competition in the securities industry, “Matthew effect” has become more and more obvious. With the advantages of capital, brand and talents, the head securities companies have expanded greatly. Under the pressure, small and medium-sized securities companies have higher and higher demand for capital. More securities companies hope to raise funds through IPO. However, due to the limited business scale and frequent compliance risks, it is still difficult for small and medium-sized securities companies to go public.

Securities Daily

Online foreign exchange speculation scams have made a comeback, with investors losing more than 200000 yuan in two days

“Others were encouraged and deceived. I took the initiative to send them to the door. I trusted the Internet to speculate in foreign exchange. Now my intestines are regretful.” Mr. Jin of Wenling City, Zhejiang Province was cheated of more than 200000 yuan in just two days. Speaking of his recent experience, Mr. Jin regretted it. Recently, domestic foreign exchange market transactions have attracted attention, and online foreign exchange speculation fraud has made a comeback. Although the regulatory authorities have repeatedly made it clear that “all online foreign exchange speculation platforms (including foreign legal foreign exchange speculation platforms) are illegal in China”, many investors will be tempted by the temptation of “low investment and high return”, which gives fraudsters an opportunity to take advantage of.

The policy of ensuring supply and price stability has been effective, and the power shortage in Northeast China has been significantly alleviated

In early September, there was an obvious power gap in Northeast China. Since then, many ministries and commissions such as the national development and Reform Commission have continuously made policy combinations to ensure the stable supply of coal and electricity. Now, the north is gradually entering the heating season. With the support of the coordination of ministries and commissions to ensure supply and stable prices and the full cooperation of central enterprises, the power consumption of residents in Northeast China was basically guaranteed in October. Although there is still a gap in the power consumption of enterprises, the frequency of power restriction is reduced and more orderly.

Who can stand out from the 131 listed companies in the energy storage Jianghu?

The spring of energy storage industry is coming. From the industrial side, accelerating the development of emerging energy storage markets such as electric energy storage and hydrogen energy storage has become the focus of the capital market. From the development trend of the industry, digital transformation also brings new opportunities for the development of energy storage industry, which is becoming the focus of Companies in the industry. In a word, whoever can achieve technological breakthrough, large-scale production and commercial operation in the energy storage industry is likely to become the “storage Mao” of capital competition.

29 private placement companies and 42 new listed companies in the third quarter Gao Yi assets firmly sit on the “throne”

With the disclosure of the third quarterly report of listed companies coming to an end, the position of 10 billion yuan private placement has surfaced. According to the latest statistical data, up to now, 29 RMB 10 billion private placements have appeared in the shareholding list of 80 listed companies (the top ten circulating shareholders). By comparison, 42 new companies, 8 reduced and 8 increased in the third quarter, and the number of shares held by 24 remained unchanged, with a total market value of RMB 49.111 billion. Whether in terms of the number of shares held or the market value held, Gao Yi’s assets rank first, which is a well deserved “holding king”.

people’s daily

Lead by innovation and take the lead in realizing the optimal development of the eastern region

From the coast of the Bohai Sea to the corner of the South China Sea, the coordinated development of Beijing, Tianjin and Hebei, the construction of the Great Bay area of Guangdong, Hong Kong and Macao, the integrated development of the Yangtze River Delta, and the comprehensive deepening of reform and opening up in Hainan, where many major development strategies meet intensively. In 2020, the GDP of the eastern region will be 52575.2 billion yuan, an increase of 2.9% over the previous year, accounting for more than half of China’s GDP, and the growth rate will be 0.6 percentage points higher than the national average. We will give full play to the “superposition effect” of major regional strategies, build a modern economic system, promote high-quality development, and the eastern region will glow with new vitality and reach a new level.

21st Century Business Herald

What should the real estate tax pilot try?

Bai Yanfeng, Dean of the school of Finance and taxation of the Central University of Finance and economics, believes that the collection of real estate tax is one of the tools to promote the return of houses to residential attributes and reduce financial speculation. By increasing the cost of real estate holding links, we can squeeze out some hype bubbles and increase the supply of real estate to a certain extent. From the experience of levying real estate tax abroad, it will have an impact on the real estate market in the short term, but it will not affect the long-term trend. Because a reasonable tax-free area will be considered, it will not have an impact on the basic life of the public. The pilot real estate tax is also conducive to the promotion of real estate related tax legislation.

Shanghai’s housing loan lending speed shows signs of acceleration: the game under the downturn of transaction, price reduction and the slowdown of real estate enterprises’ collection

Unexpectedly, CCB has become a case of the four major banks to speed up the approval of first-hand housing loans. Not only that, there are also signs of relaxation in Shanghai’s second-hand housing loans. On October 19, according to a salesman of an intermediary store, the normal lending process of second-hand houses is four or five months. If you want to be fast, you need to spend an additional 10000-30000 yuan of expedited fee, which can guarantee the lending within 30-45 days. “With the bank quota, the lending speed is a little faster than before.” While the credit is relaxed, the transaction of second-hand houses in Shanghai since October is still in the doldrums, and the bargaining space of many landlords is expanding. For example, the transaction price of a house with an original offer price of 4.35 million yuan in Jiading, Shanghai decreased to 4.15 million yuan. The market game continues.

China business daily

The unemployment rate has fallen back to the pre epidemic level, and all efforts have been made to reduce the burden and stabilize the post. The new deal is on the way

Under the dual effects of sustained economic recovery and employment priority policy, China’s employment situation in the first three quarters was better than expected, and the urban survey unemployment rate was lower than that in the same period before the epidemic. In the next step, China will continue to effectively reduce the burden on enterprises and make every effort to stabilize and expand employment. Experts believe that the current employment performance is better than the economic performance, and the downward pressure of the economy in the third quarter has not been significantly transmitted to the employment field. However, groups with poor risk resistance such as small and micro enterprises and blue collar workers need more support. The employment situation of industries affected by the economic cycle and regulation, such as real estate, education and training, also needs to be paid attention to.

Measures for the administration of non life insurance business reserves of insurance companies

On October 27, the CBRC issued the newly revised Measures for the management of reserves for non life insurance business of insurance companies to improve the reserve management level of insurance companies. The relevant person in charge of the China Banking and Insurance Regulatory Commission said that the measures for the management of non life insurance business reserves of insurance companies (for Trial Implementation) promulgated by the former China Insurance Regulatory Commission in 2005 is an internal need to make up for the shortcomings of the reserve supervision system. When the trial measures were issued, the actuarial management of the non life insurance industry was in the development stage and the market environment was relatively simple. At that time, the trial measures were mainly issued to standardize the withdrawal method of non life insurance reserves, but there were deficiencies in internal control management, supervision and management, legal liability and so on. At present, the actuarial management of non life insurance industry has been relatively mature, and various situations in the supervision of non life insurance reserves have become more and more complex. It is necessary to clarify and refine the supervision system and legal liability of non life insurance reserves.

economic reference daily

Series deployment linkage fully activates the potential of the consumer market

Relevant departments and local governments have frequently deployed and launched a series of actions, including cultivating and building international consumption center cities, strengthening the construction of County commercial system, unblocking rural consumption channels and so on. The analysis points out that these measures are based on all-round and multi field activation of domestic demand potential, covering the vast market from urban to rural areas, and will further enhance China’s consumption potential. With the arrival of peak consumption seasons such as double 11, new year’s day and Spring Festival, the main pulling effect of annual consumption on the economy is expected to be further highlighted.

Focus on key areas, digital industrial clusters will speed up and expand capacity

It is reported that relevant ministries, commissions and local governments are focusing on expanding and strengthening the digital economy, accelerating the deep integration of the digital economy and the real economy, and promoting digital industrialization and industrial digitization. While enabling the digitization and intelligent upgrading of traditional industries, focus on key areas such as cloud computing, big data, Internet of things, industrial Internet, blockchain, artificial intelligence, virtual reality and augmented reality industries to accelerate the development and growth of digital industries. Many places have made it clear that they will build 100 billion and trillion digital industrial clusters with international competitiveness.