Ministry of Commerce: The fundamentals of the steady development of consumption will not change.
Wang Shouwen, Vice Minister of Commerce and Deputy Representative of International Trade Negotiation, recently said at the "Sub-forum on New Consumption Trends under the New Pattern of Dual Circulation Development" held during the 4th China International Import Expo (CIIE) that China has a large market with a population of/kloc-0.40 billion and the largest middle-income group in the world. The consumption structure of residents is in the stage of continuous upgrading, with obvious multi-level and diversified demand characteristics. The consumer market has great potential, strong resilience and sufficient vitality, and there is broad room for further development. Despite the current epidemic, the fundamentals of stable consumption development will not change, the overall momentum of consumption upgrading will not change, and the general trend of long-term improvement in consumption will not change.
Shanghai headquarters of the central bank: comprehensive reduction and exemption of payment to reduce the burden on small and micro enterprises
The Shanghai Headquarters of the People's Bank of China announced that, on the basis of implementing the fee reduction policy, banks have taken the initiative to increase the scope of fee reduction, simplify the fee refund process, expand the beneficiaries of the policy, and effectively reduce costs and burdens for small and micro enterprises and individual industrial and commercial households. According to Alipay's preliminary calculation, by reducing online payment service fees and merchant withdrawal fees for small and micro businesses, it is estimated that the annual fee reduction and profit-making amount can exceed 4 billion yuan. In the next step, under the guidance of the Head Office, we will continue to urge financial institutions within our jurisdiction to effectively implement the policy of reducing fees and making profits, and ensure that the dividend of the policy of reducing fees will fully benefit market participants through unannounced visits and interviews.
The 4th China International Import Expo (CIIE): Carbon neutrality, "zero carbon exhibition area" and hydrogen energy vehicles have become hot words.
This year is the first year of "carbon neutrality". At the 4th China International Import Expo (CIIE), carbon neutrality, carbon emission reduction and new energy have become hot words. No matter in automobile, equipment technology, consumer goods and other exhibition areas, "carbon neutrality" can be seen everywhere. Some exhibitors have simply opened up a "zero-carbon exhibition area", and various hydrogen energy vehicles have appeared one after another, as well as an "energy low-carbon environmental protection science and technology zone". Global giants have announced their vision of carbon neutrality, which shows that green environmental protection is more and more deeply rooted in people's hearts.
China's film development plan in the 14th Five-Year Plan: About 50 domestic films with box office exceeding 100 million each year.
According to the website of the State Film Administration, the State Film Administration recently released the "China Film Development Plan in the 14th Five-Year Plan", proposing that film creation and production will be more prosperous. On the basis of stable production, the quality has been obviously improved. The task of creating key films was completed as scheduled, and the diversified creative pattern of multiple types and themes was constantly improved. Every year, about 10 excellent films are introduced, and about 50 domestic films with box office exceeding 100 million are made, so the audience's satisfaction with domestic films remains high.
Eastern Theater: Organize troops to conduct joint combat readiness police patrol in the direction of Taiwan Province Strait.
Senior Colonel Shi Yi, spokesman for the Eastern Theater, said that on June 9, the Eastern Theater of the Chinese People's Liberation Army organized troops to conduct joint combat readiness police patrols in the direction of the Taiwan Province Strait to further test and enhance the joint combat capability of multiple services and arms. Taiwan Province Province is a part of China's territory, and the military action organized by the troops in the theater is a necessary measure to safeguard national sovereignty in view of the serious wrong words and deeds of the countries concerned on the issue of Taiwan Province Province and the activities of the "Taiwan independence" separatist forces.
(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market Comments: The performance of the stock index was tepid, and the aerospace military and semiconductor sectors led the gains strongly.
On Tuesday, the major indexes of A shares continued to fluctuate and rebounded slightly, and the overall performance was tepid. At the close, the Shanghai Composite Index rose 0.24% to close at 3,507.00 points, regaining the integer mark of 3,500 points; The Shenzhen Component Index rose 0.43% to close at 1457 1.93; The GEM index rose 0.88% to close at 3,409.94 points. The turnover of the two cities remained above one trillion yuan, reaching 1.0 1 trillion yuan today. Most industry sectors closed up. Disk observation: aerospace, military, semiconductor and tourism sectors were among the top gainers, while coal, household appliances and oil were among the top losers. Military industry and semiconductors led the gains throughout the day. Considering the recent overall warming of domestic news and the $65,438+0.2 trillion infrastructure bill passed over the weekend, overseas markets have reached a record high. With the gradual implementation of subsequent countercyclical policies, the medium-term economic recovery is expected to begin. The short-term structural adjustment of the market is coming to an end, so it is suggested to pay attention to new energy, semiconductors, restaurants, hotels, military and other sectors on dips. 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-angle: Our Ministry issued the National Cleaner Production Implementation Plan during the 14th Five-Year Plan period.
Event: Ten departments, including the National Development and Reform Commission, issued the "14th Five-Year Plan" national cleaner production implementation plan. According to the plan, by 2025, cleaner production will be fully implemented in industry, further deepened in agriculture, service industry, construction industry, transportation industry and other fields, the overall level of cleaner production will be greatly improved, the utilization efficiency of energy resources will be significantly improved, the emission intensity of major pollutants and carbon dioxide in key industries will be significantly reduced, and the cleaner production industry will continue to grow. By 2025, industrial energy efficiency and water use efficiency will be greatly improved compared with 2020, and 60 million mu of high-efficiency water-saving irrigation area will be added.
Source: china securities journal.
Comments: High-level support for clean energy is of great and positive significance for China to alleviate energy and environmental pressures and transform and upgrade the new energy industry. The policy dividend is released and the industry has huge room for development. It is suggested that the layout of bargain-hunting should be reasonable.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Photovoltaic industry: 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.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Third, the new share subscription tips
2021-1-10 has no subscription for new shares.
Four. Key stock recommendation
Watch the full version of Morning Scene (customized path by month: discovery-information-paid information-Morning Scene; Single customized path: discovery-gold medal appraisal-early viewing)