Important information affecting the market this weekend: The Politburo meeting released six major policy signals to support the accelerated development of new energy vehicles;currencyTrading hype maintains a high-pressure trend; the China Securities Regulatory Commission stated that the regulatory authorities of China and the United States should strengthen communication on the supervision of China’s concept stocks;Kweichow Moutaiup to datePerformanceAfter the release, the net profit growth rate hit a 5-year low.
Heavy!The Politburo meeting released six major policy signals: real estate regulation will not relax
Generally speaking, the quarterly Politburo meetings held in April, July, October, and December each year (not necessarily in October) are key meetings to determine the direction of economic policy. Second to the December meeting that set the tone for the following year. In the past, the tone set by the Politburo meeting in the middle of the year will generally last until the end of the year. The Political Bureau of the CPC Central Committee held a meeting on July 30 to analyze and study the current economic situation and plan economic work in the second half of the year. Judging from the draft of the meeting, this Politburo meeting has released several major policy signals.
The central bank delineates the focus of work in the second half of the year!Maintain high pressure on virtual currency trading hype
The central bank’s website reported on July 31. On July 30, the central bank held a work conference for the second half of 2021. Among them, hot topics such as monetary policy, virtual currency, carbon emission reduction support tools, digital renminbi, and financial legislation were mentioned. The meeting demanded that the prudent monetary policy should be flexible, precise, reasonable and appropriate. Do a good job in cross-cycle policy design, and grasp the pace and intensity of policy implementation.Comprehensively use a variety of monetary policy tools to maintain reasonable and sufficient liquidity, guide the reasonable growth of loans, and maintaincurrency supplyAnd the growth rate of social financing scale basically matches the nominal economic growth rate, and the macro leverage ratio is basically stable.
Development and Reform Commission: Unswervingly deepen reform and opening up, coordinate and orderly do a good job in carbon peak and carbon neutrality
On July 30, the National Development and Reform Commission held a briefing on the development and reform situation in the first half of the year. Emphasizing the need to keep the economy operating within a reasonable range, vigorously tap the potential of the strong domestic market, strengthen innovation to drive industrial transformation and upgrade, and coordinate the development of regional urban and rural areas, and unswervingly deepen Reform and opening up, coordinate and orderly do a good job in carbon peak and carbon neutrality, further consolidate the foundation of food energy security, industrial chain and supply chain security, continue to ensure and improve people’s livelihood, and earnestly promote the construction of a new development pattern and show new progress. Weather, to ensure that the “14th Five-Year Plan” has a good start and a good start.
Bureau of Statistics: The official manufacturing PMI in July was 50.4%
In July, China Manufacturing Purchasing Managers Index (SMEs) Was 50.4%, 0.5 percentage points lower than last month, and continued to be above the critical point. The overall manufacturing industry continued to expand, but the pace slowed down. In terms of enterprise scale, the PMI of large enterprises was 51.7%, the same as last month, and continued to be higher than the threshold; the PMI of medium-sized enterprises was 50.0%, down 0.8 percentage points from the previous month, and was at the threshold; the PMI of small enterprises was 47.8%, which was higher than the threshold. It was down by 1.3 percentage points last month, which was below the threshold.
Overnight trading: European and American stocks fell, Amazon fell more than 7%
On Friday, Eastern Time, US stocks closed down collectively. The Dow fell 0.42% to 34,935.47 points, the S&P 500 fell 0.54% to 4,395.26 points, and the Nasdaq fell 0.71% to 14,672.68 points. In July, US stocks rose collectively. The Dow rose 1.25%, the S&P 500 rose 2.28%, and the Nasdaq rose 1.16%. The S&P 500 index has risen for six consecutive months, the longest consecutive rise in 2018.
Heavy! The United States prohibits Chinese companies from listing in the United States? SEC Chairman: Nothing!But need to increase information disclosure
US Securities and Exchange Commission (SEC) Chairman Gary Gensler (Gary Gensler) issued a statement on Friday local time: As China has recently strengthened the supervision of listed companies in the United States, Chinese companies listed in the United States must further strengthen information disclosure in the future, and Disclosure of related risks. In fact, in response to the issue of companies listing overseas, the regulatory authorities have recently released a lot of signals.
Hong Kong’s largest ETF fund prohibits “Americans” from buying over 13% of Citibank’s shares. What is the impact?
On the evening of July 29th, Hong Kong’s largestETFTracker Fundreleaseannouncement, Prohibiting “U.S. persons” from purchasing thefundunit.Tracker FundIt is a passive ETF that tracks the Hang Seng Index, but it is not just an ordinary ETF. It was established in November 1999. It is a product of the Hong Kong government “returning shares to the people” after the financial crisis rescued the market. It has a special History background. This call is not without signs.AsTracker FundManager, with a U.S.-funded backgroundMichitomiAt the end of 2020, Universal insisted on announcing that it would continue to invest in sanctioned entities, and clearly stated that Tracker Fund is no longer suitable for investment by “Americans”.
Biden wants to make US auto companies promise that electric vehicles will account for 40% in 2030. How will it affect the electric vehicle market?
With regard to the development of electric vehicles, the Biden administration’s behavioral roadmap has become increasingly clear. Foreign media quoted informed sources on the 30th that the Biden administration is negotiating with US automakers, hoping they can support an agreement: by 2030, at least 40% of new car sales in the United States will be electric vehicles. People familiar with the matter said that the Biden government and the US automakers have not reached a final agreement, and many details are still being finalized, including: the possibility of raising the sales target of electric vehicles to 50%, and whether the sales of electric vehicles include petrol-electric hybrid vehicles. .
China Securities Regulatory Commission: Regulators of China and the United States should strengthen communication on the supervision of Chinese concept stocks
A spokesperson for the Securities Regulatory Commission said that he had taken note of the relevant statements of the US Securities and Exchange Commission (SEC), especially the new requirements on the disclosure of listing information. The regulatory authorities of the two countries should continue to uphold the spirit of mutual respect and win-win cooperation, strengthen communication on the supervision of China’s concept stocks, find proper solutions, and create a good policy expectation and institutional environment for the market.
More hot than the market. Discussing semiconductors too excited? The analyst is “angry” SMIC Technology Master: How old are you?
Recently, in a WeChat group of 500 people in the semiconductor industry, the global core shortage continues. The industry is communicating on the localization of “photoresist” consumables that are in short supply in the domestic semiconductor field.SMICIn view,Founder SecuritiesChief ElectronicsAnalystChen Hang, andSMICYang Xiaosong, the person in charge of photoresist, had different opinions. As a result, he angered Yang Xiaosong that “you count as the old man”, which surprised the industry for a while.
Wu Yifan was criminally detained in 3 listed companies, investment suspension?Screenwriter Liuliu apologizes late at night
On the evening of July 31, “Peaceful Beijing Chaoyang”WeiboNo. Issue Notice: In response to the Internet reported “Wu Moufan has repeatedly tricked young women into having sex” and other related situations, after police investigation, Wu Moufan (male, 30 years old, Canadian) has been arrested for rape. The Chaoyang Public Security Bureau has been detained for criminal purposes in accordance with the law, and the investigation and handling of the case is being further carried out.
The Political Bureau of the CPC Central Committee: Supporting the accelerated development of new energy vehicles
The Political Bureau of the CPC Central Committee held a meeting on July 30 to analyze and study the current economic situation and plan economic work in the second half of the year. The meeting required to tap the potential of the domestic market, support the accelerated development of new energy vehicles, accelerate the integration of the county and rural e-commerce system and express logistics distribution system, accelerate the construction of major projects in the “14th Five-Year Plan”, and guide enterprises to increase investment in technological transformation. It is necessary to strengthen scientific and technological innovation and the resilience of the supply chain of the industrial chain, strengthen basic research, promote applied research, carry out special actions to strengthen the chain, speed up the solution of the “stuck neck” problem, and develop specialized and new small and medium-sized enterprises.
Does my country consider strengthening vaccination?CDC: No arrangement
On the afternoon of July 31, the Joint Prevention and Control Mechanism of the State Council held a press conference to introduce the situation of epidemic prevention and control and new coronavirus vaccination. Some countries in the world have explicitly provided the people with new coronavirus vaccine booster vaccination. Has my country considered it? At the meeting, Shao Yiming, a researcher at the Chinese Center for Disease Control and Prevention and a member of the Vaccine R&D Expert Team of the Scientific Research Group, responded to this. There is not enough evidence to show that the entire population needs to be vaccinated with a third dose.
271 medicines have passed the preliminary formal review of the new medical insurance catalogue, including a variety of high-priced medicines
On the evening of July 30, the National Medical Insurance Administration issued the “Announcement on Publicizing the 2021 National Medical Insurance Drug Catalogue Adjustments to Pass the Preliminary Formal Review of Drugs and Information” (referred to as the “Announcement”), showing that a total of 271 drugs passed the preliminary formal review. The publicity period is from July 30 to August 5, 2021. During the publicity period, all sectors of the society can supervise the qualifications, relevant information and formal review results of the publicized drugs.
King fried! Shenzhen plans to implement a blockbuster New Deal, the school district housing will disappear forever?
School district housing is a “big stubborn disease” in the property market, and it is also a pain in the hearts of many parents.Shenzhen had a school districtHouse priceThe grid has soared to 300,000 yuan per square meter. Recently, Shenzhen plans to introduce a new policy to fundamentally eradicate all the drawbacks derived from school district housing. The “Basic Law” in the field of social construction in Shenzhen-“Regulations on Social Construction in Shenzhen Special Economic Zone (Draft for Solicitation of Comments)” will be publicly solicited on the website of the Standing Committee of the Municipal People’s Congress starting July 30.
Exposure of Moutai’s home! Net profit growth hit a 5-year low Zhang Kun exited the top ten shareholders! 70 billion baijiu fund to increase positions
The stock price continues to weaken recentlyKweichow MoutaiThe performance of the first half of the year was disclosed. In the first half of 2021,Operating incomeA year-on-year increase of 11.68%,Net profitA year-on-year increase of 9.08%, the growth rate has slowed down significantly.In this regard, there are opinions thatKweichow MoutaiIn controlling the growth rate, some analysts also believe that the rise of sauce-flavor liquor brands such as Xijiu has weakened the national market development and product competitiveness of Kweichow Moutai.
China Guangdong Nuclear Power decides to shut down Taishan Nuclear Power Unit 1 for maintenance
At present, a small amount of fuel damage has occurred during the operation of Taishan Nuclear Power Unit 1, but it is still within the allowable range of technical specifications, and the unit can continue to operate stably. Considering that Unit 1 is the world’s first EPR reactor, it has just been put into operation. After full communication between Chinese and French technical personnel, Taishan Nuclear Power Plant insists on safety first and conservative decision-making in accordance with nuclear safety regulations and nuclear power plant operating procedures, and decided to make a decision on No. 1. The unit will be shut down for maintenance, find the cause of fuel damage, and replace the damaged fuel.
*ST Salt Lake: The company’s stock will resume listing on August 10
*ST Salt Lake(000792) Announced on the evening of July 30, the Shenzhen Stock Exchange decided to resume listing of the company’s shares from August 10, 2021. At the same time, the company applied for the cancellation of the company’s stock trading delisting risk warning and other risk warnings.
(Article Source:Oriental wealthResearch center)