1丨 Ruili, Yunnan is adjusted to a medium-risk area
According to Yunnan.com, on July 18, the New Crown Pneumonia Prevention and Control Headquarters in Ruili City, Yunnan Province issued a notice. According to the national and provincial requirements for zoning and hierarchical prevention and control of the new crown pneumonia epidemic in response to the new crown pneumonia epidemic, the epidemic prevention and control expert team evaluated that since 18 Starting at 20 o’clock on the same day, the Leiyun villager group of Leiyun Village Committee of Nongdao Town, Ruili City will be adjusted to a medium-risk area.
2丨The whole point of investment丨Anxin strategy: short-term breaks for popular tracks, no change to the mid-term main line of growth
Essence’s strategy team said that it will continue to maintain the long-term downward trend of the economic center, better-than-expected A-share fundamentals in the second half of the year, and maintain a neutral and loose monetary policy. On the whole, the A-share market in the second half of the year is still a volatile market, structurally tolerating high valuations, but it is not a significant valuation expansion environment. It is not suitable for any consensus direction to be extremely deduced to catch up. You can consider adjusting the structure appropriately and waiting for it. Retracement. In the short term, with the end of the July 15 mid-term report, the market of the high-prosperity hot sector may face adjustments, and funds may turn to chase medical services, food and beverages, military industry, automobiles, 5G communication equipment and other early-stage concerns High-prosperity industries with relatively low degrees. From a long-term perspective, before the discovery of new business growth sectors, after the consolidation period, the market’s mid-term direction is likely to still be deduced around core growth tracks such as new energy, semiconductors, medical aesthetics, and medical care. At the same time, in the growth period of high-prosperity industries In the stock selection, further extend to small and medium-sized caps.
3丨German floods have killed 157 people, reconstruction of the disaster area may require billions of euros
According to CCTV News on July 18, the latest statistics show that the number of flood-affected states in Germany has expanded to four, the death toll caused by the flood has risen to 157, another 670 were injured, and a large number of people are missing. German President Steinmeier said that the floods were a huge tragedy. Although the floods are receding, it still takes several weeks to assess the full loss. It is estimated that the reconstruction funds will reach billions of euros.
4丨Bank of Jiangsu: Jiangsu Banking and Insurance Regulatory Bureau approved the shareholder qualifications of Nanjing-Shanghai Expressway and agreed to increase its holdings by no more than 160 million shares
Through AI Express, Bank of Jiangsu announced on the Shanghai Stock Exchange on July 18 that recently, the Bank received the “Approval from the Jiangsu Regulatory Bureau of the China Banking and Insurance Regulatory Commission on the Change of Shareholding in Bank of Jiangsu”. After reviewing the Bank’s request for instructions and related parties’ first total holding of more than 5% of shares after the increase in the shareholding of Jiangsu Ninghu Expressway Co., Ltd., Jiangsu Banking and Insurance Regulatory Bureau approved the shareholder qualifications of Ninghu Expressway and agreed to Ninghu Expressway No more than 160 million tradable shares of the Bank will be increased through the secondary market within six months from the date of approval.
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