China has taken many measures to support the development of new foreign trade formats and models.
The State Council Information Office held a briefing on July 12, and the relevant person in charge of the Ministry of Commerce introduced the Opinions on Accelerating the Development of New Foreign Trade Forms and Models. The Opinions formulated policies and measures around the six new business categories of cross-border electronic commerce, market procurement, foreign trade integrated service enterprises, bonded maintenance, offshore trade and overseas warehousing, and put forward a number of pragmatic measures.
Source: CCTV (news broadcast)
China's new ship orders increased by 206.8% in the first half of the year.
According to the data of the Ministry of Industry and Information Technology, from June 65438 to June, the national shipbuilding completed 20.922 million dwt, up by 19.0% year-on-year, including 5.784 million seagoing vessels. The orders for new ships were 38.244 million dwt, up by 206.8% year-on-year, of which the total tonnage was revised by seagoing ships 1372. 1000. From June to June this year, the international market share of China's three major shipbuilding indicators remained above 40%.
Source: Securities Times Network
The domestic oil price was raised for the tenth time this year, and the cumulative increase per liter of No.92 gasoline was about 1.2 yuan.
On July 12, the National Development and Reform Commission announced that according to the recent changes in oil prices in the international market and the current formation mechanism of refined oil prices, domestic gasoline and diesel prices (standard products, the same below) will be raised to 70 yuan and 65 yuan respectively from 24: 00 on July 1 2. It is understood that this round is the thirteenth price adjustment in 20021year, and the tenth increase will be ushered in in 20021year. After this price adjustment, the price adjustment of 202 1 refined oil will show a pattern of "ten rises, one falls and two stranded". Up to this price adjustment, the price of gasoline has increased by 1.475 yuan per ton this year, and the price of diesel has increased by 1.420 yuan per ton. After this round of price adjustment, the price of firewood in most parts of the country is 6.9 -7.0 yuan per liter, and the retail price limit of 92# gasoline is 6.9-7. 1 yuan per liter. According to the reporter's calculation, after this oil price adjustment, 92 # gasoline will be raised by 0.05 yuan per liter, and 95 # gasoline will be raised by 0.06 yuan per liter. Based on an ordinary private car with a fuel tank capacity of 50L, after the price adjustment, the owner needs about 2.5 yuan to fill up a tank of fuel.
Source: People's Network
The European Union will announce this week that it will advance the ban on fuel vehicles to 2035, much earlier than previously planned.
European traditional automobile industry will face a more severe test. According to foreign media reports, the EU will announce this week that starting from 2035, new cars will be required to achieve zero emissions, that is, fuel vehicles will be banned in the EU in 2035, which is much earlier than the previously planned 2050. According to the data of the European Commission, the automobile industry accounts for about 12% of the EU's total carbon dioxide emissions. At present, the EU's emission reduction target for the automobile industry is to reduce the total carbon dioxide emissions of this industry by 37.5% between 20021and 2030. Timmermans, the first vice-president of the European Commission, said that only by increasing the ban on the sale of fuel vehicles and promoting the popularization of new energy vehicles can the EU achieve this goal.
Source: CBN
The European Union decided to postpone the digital taxation plan.
According to CCTV news, a spokesman for the European Commission said on July 12 that the EU decided to postpone the digital taxation plan originally scheduled for the end of this month and will re-evaluate the plan this autumn. It is reported that delaying the introduction of digital tax will make it focus on the negotiation of a broader global minimum tax agreement reached by the world's largest economy. Earlier, the G20 finance ministers and central bank governors decided at a meeting in Italy that they would continue to promote global tax reform in order to set the lowest global tax rate for multinational enterprises. In recent years, the EU has been planning to introduce new tax rules to cope with the existing tax avoidance measures of technology giants such as Google and Apple in European countries.
Source: Securities Times Network
? (investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comment: the market volume can rise, and the mood of doing more is expected to continue, but we still need to be cautious in chasing high.
On Monday, the market indexes of the two cities fluctuated and rebounded, and the total market turnover was enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index rose 0.67% to close at 3,547.84 points. The Shenzhen Component Index rose 2. 14% to close at 15 16 1.52. Growth enterprise market rose 3.68% to 3,534.76 points.
On the disk, network security concept stocks, lithium battery stocks and chemical stocks were active, with the highest gains, while the civil aviation airport sector was relatively weak. From the trend point of view, stimulated by the news of RRR interest rate cut over the weekend, the three major indexes all performed strongly, and the market stocks generally rose. Both Shenzhen Component Index and Growth Enterprise Market Index hit recent highs, and the rising index has a certain demand for compensatory growth. The current volatile market is the main tone. If the index rebounds sharply again, it needs to be treated with caution.
In operation, the volume of the market is rising, and the mood of doing more is expected to continue, but it is necessary to be cautious when chasing high. It is recommended to avoid stocks with higher gains and high positions. It is suggested to pay attention to the upstream and downstream concept stocks of lithium batteries, resource cycle stocks, photovoltaic concept stocks and stocks with good performance in the interim report.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: Li: Accelerate the development of green and low carbon, and promote the overall green transformation of economy and society.
202 1 Guiyang International Forum on Ecological Civilization opened in Guiyang on 12. Chairman Li of the National People's Congress Standing Committee (NPCSC) attended the opening ceremony and delivered a keynote speech. Li stressed that it is necessary to accelerate the development of green and low carbon, promote the overall green transformation of economy and society, and realize the improvement of ecological environment quality from quantitative change to qualitative change. It is necessary to comprehensively strengthen pollution prevention and control, strictly observe the red line of ecological protection, the bottom line of environmental quality and the online utilization of resources. It is necessary to improve the legal system, protect the ecological environment with the power of the rule of law and promote green development. We should actively promote international exchanges and cooperation, protect the ecological environment and deal with climate change.
Source: Xinhua News Agency
Comments: The construction of ecological civilization has become a national strategy, and resource conservation and environmental protection have also been established as basic national policies. Perfecting the legal system, protecting the ecological environment and promoting green development with the power of the rule of law are the institutional guarantee to promote the overall green transformation of the economy and society. It is expected that the stock market, which is mainly involved in the field of energy conservation and environmental protection, will have repeated active opportunities.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Communication industry: Unicom Telecom started centralized procurement at 2. 1GHz, benefiting major equipment suppliers.
China Unicom and China Telecom jointly launched 2. 1G centralized procurement, benefiting major equipment manufacturers. On July 9th, China Telecom and China Unicom issued the announcement of centralized procurement bidding. This centralized procurement project is the 2. 1G wireless main equipment required for the 5G SA construction project of China Telecom and China Unicom. The highest bid price is 20.532 billion yuan (excluding tax), and the unit price is 84,840 yuan/station. On June 25th, China Mobile and China Radio & TV Station started centralized acquisition at 700MHz. 700MHz band has the advantages of low propagation loss, wide coverage, strong penetration and low networking cost. The centralized procurement product is 5G 700MHz Hong Jizhan, and the procurement scale is 480,397 sets.
Source: china galaxy Securities Research Report.
Comments: In the second half of 20021,5G construction entered an accelerated period. In June, the bidding of operators was accelerated. In July, China Unicom and China Telecom jointly purchased, and the major equipment manufacturers certainly benefited. In addition, with the opening of the 5G network construction cycle, the demand for optical cables and base stations is expected to pick up, and it is recommended to pay attention.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
Third, the new share subscription tips
The subscription code of Shijing Technology is 30 1030, and the subscription price is 6. 10 yuan.
The subscription code of Xinchai shares is 30 1032, and the subscription price is 4.97 yuan.
The purchase code of Maipu Medical is 30 1033, and the purchase price is 15438+04 yuan.
The subscription code of Daquan Energy is 787303, and the subscription price is 2 1.49 yuan.
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Four. Key stock recommendation
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