Fang Xinghai: Continuously promote the opening up of the capital market and serve the high-quality development of the economy.
Fang Xinghai, vice chairman of China Securities Regulatory Commission, said at the 20021Shanghai Stock Exchange International Investor Conference that it is necessary to further optimize the mechanism and tools, implement the new rules for qualified foreign investors, improve and expand the mutual transfer mechanism of Shanghai-Shenzhen-Hong Kong Stock Connect, Shanghai-Luntong Stock Connect and China-Japan ETF, further broaden the opening scope and path of futures market on the existing basis, and provide more diversified investment choices and risk management tools for international investors.
Luo Huizu, Chairman of BlackRock Asia Pacific: More overseas capital wants to invest in China's pension sector.
654381On October 25th, Luo Huizu, Chairman and Head of BlackRock Asia Pacific, said that in recent years, China's capital market reform has made gratifying achievements. In the future, we believe that a transparent, stable and long-term investment-oriented market environment will attract more overseas capital and residents' savings to invest in China's capital market for a long time, especially diversified products such as pensions and ESG. With the deepening of reform, BlackRock hopes to become a hub for customers to invest in China, help international investors understand the investment environment in China, strengthen local business and meet the investment needs of China residents.
State Grid: Actively Building the Ecosphere of Energy Internet Industry
The party group of State Grid Corporation held a meeting. Xin Baoan, secretary of the Party Committee and chairman of the company, stressed that it is necessary to actively build an energy Internet industry ecosystem around the digital industrialization of energy. Vigorously promote the "one body and four wings" business collaboration and focus on cultivating new formats and new models. Deepen the integrated application of Beidou, 5G and other technologies, accelerate the innovative development of energy e-commerce and smart car networking, and enhance market competitiveness, value creativity and industrial driving force.
The Baltic dry bulk freight index fell to the lowest level in more than a month.
The Baltic dry bulk freight index fell to its lowest level in more than a month on Monday, due to the drop in freight rates of headland and ultra-convenient ships. The Baltic dry bulk freight index fell 153 points, or 3.5%, to 4257 points, the lowest since September 17. The freight index of the Cape of Good Hope dropped by 423 points or 6.8% to 5782 points, the lowest since September 10. The average daily profit of ships in the Cape of Good Hope decreased by 35 13 USD to 47,950 USD. Panama's freight index rose by 1 point to 4,328 points, the highest level in more than 1 1 year. Panama's average daily profit rose $7 to $38,952. The freight index of super convenient ships fell by 37 points to 3547 points.
The State Council appoints and dismisses state functionaries.
The State Council appoints and dismisses state functionaries: Deng Li is appointed as Vice Minister of Foreign Affairs; Appointed Hua Chunying (female) as Assistant Foreign Minister; Appointed Lu Yingchuan as Deputy Minister of Culture and Tourism; Appoint the deputy director of Wei Liu State Sports General Administration; Appointed Wang Jianjun as the vice chairman of China Securities Regulatory Commission; You Zheng was appointed President of Huazhong University of Science and Technology (vice minister level). Exempted Shi Gang from the post of deputy director of the Research Office of the State Council; Yan Qingmin was removed from the post of vice chairman of China Securities Regulatory Commission; Li Yuanyuan was relieved from the post of President of Huazhong University of Science and Technology. ?
(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market Comments: The market oscillated and rebounded, and the energy storage sector set off a daily limit.
On Monday, major indexes rebounded. At the close, the Shanghai Composite Index rose 0.76% to 3,609.86 points. The Shenzhen Component Index rose 0.72% to 14596.72. The GEM index rose 1.64% to 3,338.62 points. The Shanghai Composite Index returned above 3,600 points, the Growth Enterprise Market Index rose by 1.64%, and the turnover of Shanghai and Shenzhen stock markets once again exceeded one trillion yuan. On the disk, energy storage, electrical equipment, photovoltaics, lithium batteries and other sectors were among the top gainers, while real estate, education, North Exchange concept and tourism were among the top losers. All-day energy storage concept stocks performed strongly, setting off a wave of daily limit and keeping the market structurally active. In view of the current stable macro fundamentals, liquidity is expected to remain relatively moderately loose, and there is a greater probability that the short-term market will remain volatile. In operation, it is recommended to flexibly control positions and rhythms, not to pursue heights aggressively, and to pay attention to food and beverage, electrical equipment and new energy. 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: The peak carbon dioxide emission and the overall deployment of carbon neutrality were unveiled at the central level.
Event: According to the news of Xinhua News Agency10 on June 24th, the Opinions on Completely, Accurately and Comprehensively Implementing the New Development Concept and Doing a Good Job of Carbon Neutralization in Peak Carbon Dioxide Emission was officially released. As "1" in the policy system of "1+N" for peak carbon dioxide emission, the Opinions are the systematic planning and overall deployment of carbon neutrality for peak carbon dioxide emission.
Source: Agent China
Comments: In the medium and long term, carbon neutrality has become an important policy line in China. It is expected that during the continuous release of its policy dividend, the relevant industry leaders will continue to benefit, and it is recommended to actively pay attention to configuration.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Electrical equipment: the price of photovoltaic industry chain remains high, and the development of household photovoltaics is accelerated.
Event: Market Review: Shenwan's electrical equipment industry rose by 2.42% last week, outperforming the Shanghai and Shenzhen 300 Index 1.86 percentage points, ranking third among Shenwan's 28 industries. In terms of valuation, as of 202 1 10/October 22nd, the electrical equipment sector PBTTM was 53.06 times and the electrical equipment sector PBT was 6.00 times. There is still obvious room for valuation improvement in the medium and long term.
Source: Dongguan Securities Research Report
Comments: View of Electrical Equipment Industry Week:101On October 22nd, the National Energy Administration announced that in September, the national household photovoltaic increased by 2 142.26MW, the highest monthly installed capacity since this year. By the end of September, the cumulative installed capacity of household photovoltaics was 1 1.68GW, exceeding. It is suggested to pay reasonable attention to the configuration of related industry leaders on dips.
(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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