The Ministry of Industry and Information Technology released three major plans a day! The "road map" for the five-year development of the information industry is clear.
Today, the Ministry of Industry and Information Technology has successively issued the 13th Five-Year Development Plan for Deep Integration of Informatization and Industrialization, the 13th Five-Year Development Plan for Software and Information Technology Services, and the 13th Five-Year Development Plan for Big Data Industry. The three major plans will lead China's information industry to a new journey. The tenth five-year plan for the development of software and information technology service industry is the fifth five-year plan for China's software industry, which has been formulated for many years and fully embodies the importance of software and information technology service industry.
Source: shanghai securities news.
The Ministry of Finance issued the Implementation Plan for Supporting Zhejiang Province to Explore and Innovate and Build a Demonstration County for Enriching the People and Strengthening the Province.
In order to thoroughly implement the opinions of the Central Committee of the State Council on supporting high-quality development and building a prosperous Zhejiang demonstration zone, give full play to the financial function, and support Zhejiang Province to explore and innovate to create a model for prospering Zhejiang through finance, this implementation plan is formulated.
Source: Ministry of Finance website.
The CBRC issued the Measures for the Supervision and Administration of Insurance Group Companies.
The Measures for the Supervision and Administration of Insurance Group Companies have been adopted at the 10 meeting of China Banking Regulatory Commission in August, 2002. It is hereby promulgated and shall come into force as of the date of promulgation.
Source: China Banking and Insurance Regulatory Commission.
Some securities firms' bail-out asset management plan funds flow to the illegal CSRC and put forward three regulatory requirements.
The reporter was informed that the bail-out asset management plan previously set up by some brokers violated the original intention of the policy, and there were problems such as the flow of funds to objects that did not conform to the spirit of the policy. The CSRC urged brokers to strengthen their overall awareness, put their positions right, standardize the use of bail-out asset management plans, and return to the source of supporting the development of private enterprises. In the next step, the relevant departments of the CSRC, together with the securities industry association and the fund industry association, will continue to pay attention to the operational compliance of the bail-out asset management plan, strengthen supervision during and after the event, and strictly deal with acts that violate the spirit of the bail-out policy according to law.
Source: china securities journal.
The national standard status of electronic cigarettes was changed to "soliciting opinions"
According to the national standard information service platform, the status of the national standard for electronic cigarettes (20 17 1624-Q-456) was changed to "soliciting opinions", and the draft for soliciting opinions proposed that "the nicotine concentration in aerosol should not be higher than 20mg/g and the total nicotine content should not be higher than 200mg". Nicotine release should not be higher than 0.2 mg/mouth.
Source: Cailian Association
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market Comments: Index shock consolidation, digital currency concept stocks strengthened.
On Tuesday, the market indexes of the two cities fluctuated, and the total market turnover decreased compared with the previous trading day. Specifically, the Shanghai Composite Index rose 0.03% to close at 3,563.89 points. The Shenzhen Component Index fell 0.0 1% to close at 14795.7. Growth enterprise market fell 0.02% to 3,495.59 points.
On the face of it, military stocks, auto parts stocks and digital currency concept stocks are active, with the highest gains, while the brewing stocks are relatively weak. Affected by the news of the new virus, the index opened lower in early trading and rose steadily, and the market stocks were mainly repaired. From the trend point of view, the index fluctuates strongly, the moving average is under repair, and it still fluctuates upward in the medium term.
In operation, the activity of individual stocks continues to increase, and the hot spots are quickly switched. Short-term suggestions focus on auto parts, wind power and oversold cycle varieties. In the medium term, it is suggested to pay attention to high-quality leading enterprises such as the middle and lower reaches of lithium batteries, military industry, photovoltaics, energy storage, chips and consumption, as well as stocks with good performance in the third quarter.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: Liu He: We are full of confidence in China's economy next year.
165438+1On October 30th, Liu He, member of the Political Bureau of the Communist Party of China (CPC) Central Committee and Vice Premier of People's Republic of China (PRC), was invited to attend the 9th China-EU Forum Hamburg Summit by video and delivered a keynote speech.
Liu He said that since the beginning of this year, China's economy has continued to recover, and its growth, employment, prices and balance of payments are generally normal. It is estimated that the annual economic growth will exceed the expected target. Looking forward to next year, we will maintain the continuity, stability and sustainability of macro policies, make greater efforts to stimulate the vitality of micro-subjects, create good expectations for the market, and create a better environment for small and medium-sized enterprises and foreign-funded enterprises. We are full of confidence in China's economy next year.
Source: Xinhua News Agency
Comments: China's sustained and stable economic growth is a solid foundation for the A-share market to improve. Maintaining the continuity, stability and sustainability of macro policies is the policy guarantee for the market to improve steadily. Judging from Liu He, Vice Premier of the People's Republic of China's position, next year's A-share market is still worth looking forward to.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Automobile industry: Tesla expands production and the industrial chain benefits.
Tesla Shanghai factory invested 65.438+0.2 billion yuan to expand and increase production capacity. We believe that Tesla's production and sales volume is expected to reach 654.38+0.80-2 million vehicles in 2022, far exceeding market expectations, and relevant companies in the industrial chain are expected to benefit significantly.
Source: Zheshang Securities Research Report
Comments: Tesla's future market share is expected to reach more than 10%, and the industrial chain will benefit significantly. Among many suppliers, considering that new projects will be fixed in the next six months, it is suggested to pay attention to parts enterprises with greater marginal flexibility.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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Third, the new share subscription tips
The subscription code of Eastcom shares is 787 1 10 and the subscription price is 30. 18 yuan.
The subscription code of Dezhe Medicine is 787 192, and the subscription price is 52.58 yuan.
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Four. Key stock recommendation
View the full version of Morning View (customized path by month: discovery-information-paid information-Morning View; Single customized path: discovery-gold medal appraisal-early viewing)