Picks of the Day
Xinhua News Agency.16 afternoon, in Jinzhou City, Liaoning Province, East Lake Forest Park research, Xi Jinping General Secretary with the people who are recreation and friendly exchanges. Xi Jinping pointed out that Chinese-style modernization is the modernization of the common prosperity of all people, not just a few people rich, but to the common prosperity of all people, all happy. Since the 18th Party Congress, the Party Central Committee has implemented the strategy of deepening the revitalization of northeast China, and we should continue to make good progress, accelerate industrial restructuring and adapt to the requirements of reform and development in the new era, and we are confident in the revitalization of northeast China. 【more
China Central Television.Li Keqiang listened to the report on stable employment in Guangdong Province and Shenzhen City. In Byd Company Limited(002594) company, he encouraged the enterprise to combine the spirit of science and craftsmanship to further grow bigger and stronger. Li Keqiang said that new energy vehicles in the offbeat, to study the continuation of the implementation of support for new energy vehicles related tax policies to expand the bulk of consumption. The company responsible for the introduction, as a private enterprise currently absorbed 500000 people employed, the average monthly employment of more than 20,000 people this year, Li Keqiang was very happy. He said, the development of enterprises to create jobs, employees also pay for the achievement of enterprise growth. The state insists on “two unwavering”, the state-owned enterprises, private enterprises, foreign enterprises and joint ventures and other types of enterprises in the policy support on the same basis. 【more
Xinhua News Agency.The CPC Central Committee Political Bureau Standing Committee, Vice Premier Han Zheng 17 to the State Grid Co., Ltd. research and hosted a forum to seriously implement the Xi Jinping General Secretary of the spirit of the relevant important speeches, research to further improve the work of energy and electricity supply security. 【more
China Network.Liu Juan, deputy director of the treatment and security department of the National Health Insurance Bureau, responded that the threshold for receiving maternity benefits, social insurance law follows the reciprocity of rights and obligations, as long as the responsibility of maternity insurance contributions is fulfilled, there is no threshold at the national level in terms of entitlement, and in the list of services handled, the relevant materials required to be provided to enjoy maternity insurance maternity benefits do not require the materials you just mentioned. Your concern about this issue, we also understand that there may be some places to provide maternity services related materials requirements, follow-up we will also work with the relevant departments to track the situation, to better protect the legitimate rights and interests of the participants. 【more】
Ministry of Finance website.The Ministry of Finance released the fiscal revenue and expenditure in July 2022, from January to July, the stamp duty was 292.2 billion yuan, an increase of 11.1% over the same period of the previous year. Among them, the securities transaction stamp duty 184.7 billion yuan, an increase of 11% over the same period of the previous year. 【more
Interface News.Chongqing Municipal Economic and Information Technology Commission and State Grid Chongqing Electric Power Company jointly issued an “emergency notice on expanding the scope of implementation of industrial enterprises to let electricity to the people” on August 16. The notice said, by the impact of sustained high temperature weather, the city’s electricity load continues to climb, in the case of generating units should be sent out, outgoing channels all full delivery, there is a large gap in the peak hours. In order to ensure the safe and orderly supply of electricity, to protect the basic needs of the masses, the launch of the orderly use of electricity level program, into the orderly use of electricity program of all power users must all participate in the implementation (except security load), so that electricity to the people, the time for August 17 0:00 – August 24 24:00, the follow-up according to temperature changes and supply and demand situation timely adjustment. 【more】
Daily Economic News.According to the State Council website on August 17, “the General Office of the State Council on the further standardization of administrative discretionary benchmarking and management of the opinions” released on the 17th, opinions proposed to reasonably refine the specific circumstances, quantify the range of fines in accordance with the law, resolutely avoid indiscriminate fines, strictly prohibit fines to generate revenue, strictly prohibit the amount of fines to rank or as an indicator of performance assessment. 【more
Interface News.In order to accelerate the boost of consumer confidence and promote consumption back to compensate, Shanghai will use municipal financial funds for the first time to issue a total of 1 billion yuan of electronic consumption vouchers. According to Huang Yu, director of the Shanghai Municipal Commission of Commerce, “Love to buy Shanghai” electronic consumption vouchers invested a total of 1 billion yuan of municipal financial funds, the first round of investment of 200 million yuan, the second round of investment of 500 million yuan, the third round of investment of 300 million yuan. 【more
Interface News.On August 16, a car owner in Langzhong, Sichuan Province, released a video saying that his license sector only 3 days Byd Company Limited(002594) Han Qianshan Cui occurred spontaneous combustion. The owner said that the car just drove out of the garage, not after exposure to the sun. “I drove to this side to do things, drive in the middle of the road suddenly smoke.” The owner said, “I don’t know what’s going on now, it’s too scary, all my information is in the car.” [Details
21Century Business Report.The problem of renewable energy subsidies arrears that plague the development of the new energy industry is expected to usher in a turnaround in the solution. Recently, the Southern Power Grid Company issued a document, in accordance with the “National Development and Reform Commission Ministry of Finance State Council State-owned Assets Supervision and Administration Commission on the authorization of the establishment of Beijing, Guangzhou Renewable Energy Development Settlement Service Co. 【more
Market Regulation Administration.2022 Mid-Autumn Festival, National Day is approaching, in order to thoroughly implement the Party Central Committee, the State Council and the Central Commission for Discipline Inspection and State Supervision Commission related decision-making arrangements, the General Administration of Market Regulation recently issued the “General Administration of Market Regulation on the centralized rectification of excessive packaging of goods, “overpriced” moon cakes and crab card crab coupons and other issues of the notice The notice will be launched nationwide for a period of 2 months. 【more
Cai Lian.Passenger car market retail sales of 331000 units from August 8-14, up 25% year-on-year, up 16% from last week and up 7% from the same period last month; passenger car wholesale of 323000 units, up 31% year-on-year, up 16% from last week and down 2% from the same period last month, according to data from the Passenger Car Association. 【more
Stock Market Focus
First Financial. Tongwei Co.Ltd(600438) announced that the first half net profit of 12.224 billion yuan, an increase of 312.17%; operating income of 60.339 billion yuan, an increase of 127.16%; basic earnings per share of 2.7155 yuan, an increase of 312.19%. 【more
Securities Times.Photovoltaic power generation comes with energy storage, the outbreak of the first year to come. 17 daylight cogeneration sector performance bright, Suzhou Thvow Technology Co.Ltd(002564) , Sichuan Crun Co.Ltd(002272) , East China Engineering Science And Technology Co.Ltd(002140) and other stocks strong up. Recently, Sichuan, Jiangsu, Zhejiang, Anhui and many other provinces in the country by the persistent high temperature, electricity consumption soared, electricity load continuous record high. Due to the lack of drought hydraulic power generation, some areas have taken measures to limit electricity. Catalyzed by this energy shortage event, wind power, photovoltaic power generation and other new energy generation is expected to be further promoted on a large scale, and actively guide new energy into the power trading market. With the peak of summer electricity consumption coming, coupled with the country’s current policy to protect supply, electricity consumption is expected to continue to grow, and the power generation industry is expected to benefit from it. In this context, solar thermal power generation also ushers in a new wave of development by virtue of its advantage of self-contained energy storage. 【more
First Financial.On August 17, A-share calcium-titanium ore concept stocks generally rose. Calcium titanite Cecep Solar Energy Co.Ltd(000591) battery (perovskitesolarcells) as the third generation Cecep Solar Energy Co.Ltd(000591) battery, refers to the use of calcium titanite type of organic metal halide semiconductor as light-absorbing material Cecep Solar Energy Co.Ltd(000591) battery. As a thin film battery technology route, chalcogenide has the advantages of low cost and high efficiency. At present, there are more than 20 companies in China laying out in calcium-titanium ore. Specifically, J.S.Corrugating Machinery Co.Ltd(000821) , Shenzhen S.C New Energy Technology Corporation(300724) , Shenzhen Jpt Opto-Electronics Co.Ltd(688025) , GCL Group, Suzhou Maxwell Technologies Co.Ltd(300751) ( Suzhou Maxwell Technologies Co.Ltd(300751) .SZ), Wuhan Dr Laser Technology Corp.Ltd(300776) ( Wuhan Dr Laser Technology Corp.Ltd(300776) .SZ), Longi Green Energy ( Longi Green Energy Technology Co.Ltd(601012) .SH) and other companies occupy “a seat”, and Its layout is mainly focused on the industry chain upstream materials and midstream batteries and equipment and other fields. 【more
Interface News.Aug. 17 (Xinhua) — Apple is in talks to produce AppleWatch and MacBook in Vietnam, Nikkei Asia reported. Citing three people with knowledge of the matter, the report said suppliers Luxshare Precision Industry Co.Ltd(002475) and Foxconn have begun trial production of the AppleWatch in northern Vietnam, the first time the device has been produced outside of China. It is worth noting that most of the companies producing Apple products locally in Vietnam are Chinese companies. Foxconn, Luxshare Precision Industry Co.Ltd(002475) and Goertek Inc(002241) have all had factories in Vietnam for years and have been expanding their investments there. According to Apple’s latest list of suppliers for 2020, there are 21 from Vietnam, with the largest number from China, including Foxconn, Compal, Lens Technology Co.Ltd(300433) , Luxshare Precision Industry Co.Ltd(002475) , Lingyi Itech (Guangdong) Company(002600) , Shenzhen Yuto Packaging Technology Co.Ltd(002831) , etc., and also Japanese and Korean companies such as Samsung. 【more
New stock subscription.Heng Shuo shares
New bond subscription.Ruike Convertible Bond
IPO.Bona Film, Yuanfei Pet, Dingyi De, Huicheng, HaoHan Depth
New debt listing.Heng Yi to 2, Core Sea to Bond
Jiangxi Hengda Hi-Tech Co.Ltd(002591) .Controlling shareholder intends to transfer 4.9967% of the company’s shares by agreement
Changzhou Nrb Corporation(002708) .Wholly-owned subsidiary Tianhai Synchronous received a letter of finalization from Geely Automobile
Sichuan Em Technology Co.Ltd(601208) .Two subsidiaries temporarily suspended production due to power restriction policy
China Tungsten And Hightech Materials Co.Ltd(000657) .Temporary suspension of production of subordinate subsidiaries affected by power restriction policy
Guangdong Kinlong Hardware Products Co.Ltd(002791) .Proposed 2 billion yuan investment in smart home and intelligent security products manufacturing project
China Nuclear Engineering & Construction Corporation Limited(601611) .Operating income in the first seven months of 59.626 billion yuan year-on-year growth of 23.94%
Lucky Harvest Co.Ltd(002965) .Notice of the company’s winning bid for energy storage PV project does not constitute a substantial order
Nanjing Yunhai Special Metals Co.Ltd(002182) .First-half net profit of 503 million yuan up 253.3% year-on-year
Shede Spirits Co.Ltd(600702) .First-half net profit of 836 million yuan up 13.60% year-on-year
Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) .First-half net profit of 212 million yuan up 778.01% year-on-year
Ping An Bank Co.Ltd(000001) .First-half net profit of 22.088 billion yuan up 25.6% year-on-year
Bestsun Energy Co.Ltd(600681) .Shareholder intends to reduce the company’s shareholding by no more than 6.88%
Shenzhen Colibri Technologies Co.Ltd(002957) .Controlling shareholders and other shareholders intend to reduce their holdings by not more than 7.57% in aggregate
Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) .Sanhua Holdings, Sanhua Green Energy and the actual controller promise not to actively reduce their holdings
Debt Market Overview
China Securities Journal.Henan Province Local Financial Supervision Authority website on August 16, recently, Henan Province Local Financial Supervision Authority and other seven units issued “on further accelerating the use of bond market financing of Henan enterprises,” said to effectively promote corporate bond issuance and financing, and effectively prevent the accumulation of risk in the bond market. The Opinions encourage enterprises with high credit ratings above AA+ to issue unsecured bonds; for provincial enterprises issuing corporate credit bonds and asset securitization products to achieve financing, subsidies will be given according to 50% of the actual issuance intermediary costs, with the maximum subsidy for each product per enterprise not exceeding 1 million yuan; for enterprises issuing green bonds and other innovative bond products, the maximum subsidy for each product per enterprise not exceeding 2 million yuan.
Shanghai Securities News.China Bond Information Network recently disclosed information that Gansu Province intends to issue 30 billion yuan of special bonds for small and medium-sized banks to supplement the capital of 11 small and medium-sized financial institutions in Gansu Province, including the Gansu Provincial Federation. This is the second issue of small and medium-sized banks in Gansu Province special bonds, but also since the launch of small and medium-sized banks special bonds, the first time the provincial federation into the scope of support.
Data at a glance
Shanghai and Shenzhen stock markets.August 17, the two market stock indexes shocked upward, the GEM index once rose about 2% during the day. As of the close, the Shanghai index rose 0.45%, the Shenzhen stock index rose 1.01%, the GEM index rose 1.70%. Sector, the brokerage sector is strong, Huaxi Securities Co.Ltd(002926) , Guoyuan Securities Company Limited(000728) stop; electricity, insurance, tourism, semiconductor, photovoltaic, virtual power plants, cultivating diamonds, seed industry, smart grid and other gains; organic silicon, chemical, non-ferrous and other declines; photovoltaic sector for many days after the rise, the sector internal differentiation, Lingda Group Co.Ltd(300125) and many other stocks plunged. About 2400 shares rose in both cities.
Hong Kong stocks.HSI rallied to close up 0.46%, Hang Seng Technology Index rose 0.42%. Consumer electronics, technology, power stocks rose, Genco Industrial rose more than 10% to lead the blue chips, TCL Electronics rose nearly 18%, the United States Mission rose more than 3%. Pharmaceutical stocks weakened, four rings of medicine fell 10%.
Shanghai-Shenzhen-Hong Kong Stock Exchange.Northbound funds bought a substantial net 6.872 billion yuan today. Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy, Wuxi Apptec Co.Ltd(603259) net buying of 857 million yuan, 269 million yuan, 246 million yuan, respectively. Eve Energy Co.Ltd(300014) net selling volume topped the amount of 329 million yuan.
LW.August 17, on the list of LW stocks, the largest net inflow of funds is Navinfo Co.Ltd(002405) , the amount of 253 million yuan. Data show that the stock closed up during the day, changing hands for the day 9.45%, with a turnover of 3.139 billion yuan. The net inflow of funds into the top of the deep stock exchange seat net buying 161 million yuan. Institutional participation in the LW list of stocks involved in a total of 25 shares, of which 11 shares were institutions net buying, Inno Laser Technology Co.Ltd(301021) was bought the most, three days net buying 154 million yuan. Another 14 shares were net institutional selling, Xiamen Tungsten Co.Ltd(600549) was sold the most, amounting to 171 million yuan.
Financing and financing: As of August 16, the balance of the two financing balances in Shanghai and Shenzhen was 1638582 billion yuan, an increase of 3.697 billion yuan over the previous trading day. Among them, the financing balance was 1,530484 billion yuan, an increase of 2.707 billion yuan over the previous trading day; the financing balance was 108098 billion yuan, an increase of 0.99 billion yuan over the previous trading day.
Active bonds.The 10-year Treasury active bond closed at 2.6275%, down 0.50BP; the 10-year Treasury open active bond closed at 2.8750%, down 0.70BP.
Treasury Futures.The main 10-year Treasury futures contract closed at 102015, down 0.01%; the main 5-year Treasury futures contract was at 102415, down 0.02%; the main 2-year Treasury futures contract closed at 101435, unchanged from the previous trading session.
Shibor: Overnight shibor at 1.1380%, up 6.3 basis points; 7-day shibor at 1.4670%, up 7.5 basis points; 3-month shibor at 1.5980%, down 0.1 basis points.
On August 17, the RMB mid-price was at 6.7863, down 133 points, compared with the mid-price of 6.773 on the previous trading day. The onshore RMB closed at 6.7757 against the USD at 16:30 on August 17, up 162 points from the previous trading day.
Property Market Watch
Interface News.Following the implementation of the “house ticket” resettlement policy in Lishui, Nanjing Pukou’s “house ticket” resettlement is also on its way! The announcement of the public consultation. The announcement also included some specific details about the “housing voucher” resettlement policy, involving the scope of application, face value, validity period, issuance and use process, etc. 【more
First Finance.The company’s main business is to promote the use of the company’s products and services, and to promote the use of the company’s products and services. The public officials should take the lead to resist the illegal transactions of housing, and mobilize their friends and relatives to participate in the purchase of housing activities with practical actions. 【more
FRC.Despite data released earlier this month showing a pullback in year-over-year U.S. CPI gains from a 40-year high. However, this apparently does not mean that the past year this wave of global hyperinflationary storm has ended – this Wednesday (August 17), the United Kingdom has become the latest in the developed economies by the tsunami of high inflation data completely “drowned” country. Data released by the Office for National Statistics on Wednesday showed that the UK Consumer Price Index (CPI) rose 10.1% year-on-year in July, not only higher than the previous month’s rise of 9.4%, but also higher than the median forecast of 9.8% by surveyed economists. 【more
Punchline.Eurostat data released on August 17, local time, the second quarter of this year by the quarterly adjustment of the eurozone China’s gross domestic product (GDP) preliminary value of 0.6% YoY growth, slightly lower than market expectations, 0.5% in the first quarter; the second quarter of the EU GDP preliminary value of 0.6% YoY growth, unchanged from the first quarter. 【more
China Futures.China commodity futures closed, the black system fell in front, ferro-silicon fell over 6%, iron ore fell over 4%, coke, methanol, etc. fell over 3%, glass, manganese silicon, etc. fell over 2%, coking coal, plastic, etc. fell over 1%, PTA, red dates, etc. fell slightly; Shanghai aluminum rose over 3%, Shanghai zinc, NR, etc. rose over 2%, crude oil, apple, etc. rose over 1%, pig, cotton yarn, etc. rose slightly.
International futures.COMEX December gold futures closed down 0.7% at $1776.7/oz. WTI crude oil futures closed up 1.83% at $88.11/barrel; Brent crude oil futures closed up 1.42% at $93.65/barrel.
U.S. stock market.The three major U.S. stock indices closed lower collectively, with the Dow down 0.5%, the S&P 500 down 0.72% and the Nasdaq down 1.25%. The precious metals sector was the top decliner.
European stocks.European stocks generally closed lower, with Germany’s DAX30 down 2.01%, Britain’s FTSE 100 down 0.26%, France’s CAC 40 down 0.97% and the Euro Stoxx 50 down 1.37%.
Asia Pacific stocks.The Nikkei 225 index closed up 353.86 points, or 1.23%, at 29,222.77 on Aug. 17. South Korea’s KOSPI index closed down 17.05 points, or 0.67%, at 251647 points.