1. Selected Financial News
State Grid: Avoid power outages as much as possible
In response to the current power supply situation, the State Grid Corporation stated that the maximum It is possible to avoid power outages and resolutely safeguard the bottom line of people's livelihood, development and safety. Strengthen unified dispatching of the entire network, rationally arrange operation methods, serve power generation enterprises well, and do everything possible. The first is to strengthen the unified dispatch of the entire network, rationally arrange the operation mode, and serve the power generation enterprises well, so as to do everything possible; the second is to coordinate the deployment of resources, give full play to the advantages of the large power grid platform, and tap the potential of power transmission through cross-regional and cross-provincial channels; the third is to Strengthen the monitoring of electricity consumption, make every effort to ensure residents' daily electricity use, serve users well, and respond to concerns; fourth, strictly implement the demand response and orderly electricity use plan formulated by the government, communicate and coordinate in a timely manner, and make every effort to maintain the supply and use of electricity. The power order is stable; fifth, we must strictly implement power supply guarantee responsibilities, improve various emergency plans, strengthen emergency duty for power grid operations, and ensure safe and reliable power consumption.
The chip shortage triggered a chain reaction: some dealers bought back used cars at original prices
Recently, posters showing some dealers offering to buy back used cars at original prices have circulated online and sparked heated discussions. On the poster, BMW 3 Series, 4 Series, 5 Series and other models, as well as Mercedes-Benz E300L sedan, C260L sedan, GLC SUV and other models, as long as the mileage does not exceed 15,000 kilometers and is in near-new car condition, the dealer will issue an invoice after inspection Price recycling of cars. "I have never seen anything like this." Automobile industry analyst Zhang Xiang said bluntly in an interview with a reporter from China News Service that once a car is sold, it will immediately depreciate even if it is not driven for one kilometer, and the original price will appear. The situation of buying back used cars also reflects the current degree of core shortage in the automobile industry.
National Health and Health Commission: Reduce the burden of family fertility, education, and parenting, and release the desire to have children
At a press conference held by the State Council Information Office on the 27th, members of the Party Leadership Group of the National Health and Health Commission Yu Yanhong, Secretary of the Party Leadership Group and Deputy Director of the State Administration of Traditional Chinese Medicine, introduced that multiple measures will be taken and comprehensive policies will be implemented to effectively reduce the burden of family fertility education and upbringing and fully release young people's desire to have children. In the future, laws, regulations and policies that support family fertility and parenting education will be improved: First, fertility protection will be strengthened. Such as improving the level of prenatal and postnatal care services, implementing the maternity leave system and maternity allowances, exploring the implementation of parental leave, improving the maternity insurance system, etc. The second is to strengthen parenting protection. For example, develop various forms of inclusive childcare services, strengthen housing and other supporting policies, improve the level of smartness and digitalization of family services, encourage employers to set up maternal and child rooms and childcare service facilities, and implement flexible working hours, home working and other flexible services. Family-friendly measures and more. The third is to strengthen educational security and continuously promote educational equity and the supply of high-quality educational resources.
Ministry of Industry and Information Technology: Industrial development has made positive progress, and the number of blockchain companies in my country has exceeded 1,400
On the 27th, at the Blockchain Application Development Forum of the ICT China·2021 High-Level Forum, Wang Jianwei, deputy director of the Information Technology Development Department of the Ministry of Industry and Information Technology, said that my country’s blockchain industry has made positive progress. According to statistics, there are more than 1,400 blockchain companies in my country, and a relatively complete industrial chain has initially formed. There are more than 40 industrial parks and the number of patent applications leads the world. The application of blockchain technology is rapidly expanding into areas such as supply chain management, data circulation, and intelligent manufacturing. In the next step, the Information Technology Development Department will accelerate the cultivation of a group of celebrities, famous products, famous enterprises and famous gardens in the field of blockchain, and promote the widespread application of blockchain technology.
You can earn 8 days of interest in 1 day! Here comes the strategy for reverse repurchase of treasury bonds
The National Day holiday is coming soon, what is the most appropriate way to conduct treasury bond reverse repurchase transactions? On September 27, if you do a 4-day reverse repurchase, you can earn 13 days of interest. On September 29, if you do a 1-day reverse repurchase, you can earn 8 days of interest. On September 29, if you do a 2-day reverse repurchase, you can earn 11 days of interest.
It is particularly important to note that there is no holiday interest for reverse repurchase on September 30! ?
(Investment consultant: Lin Xurui, practicing certificate number S0260615100004)
2. Market hot spots
Market comments: Sector speculation is clearly differentiated, and the market’s wait-and-see sentiment is biased. Concentrated, operations should not be aggressive
The major A-share indexes continued to show divergent trends on Monday, with mixed gains and losses throughout the day. The index's performance was relatively strong. As of the close, the Shanghai Composite Index fell 0.84 to 3582.83 points, the Shenzhen Component Index fell 0.09 to 14344.29 points, and the GEM Index rose 0.74 to 3231.58 points. The total transaction volume of the two cities was 1.3657 billion yuan, and the net inflow of northbound funds on that day was 1.477 billion yuan. Disk observation: Liquor, agriculture, gas and heating and other sectors were among the top gainers; non-ferrous metals, steel, chemicals and other sectors were among the top losers. Sector speculation is clearly differentiated, and the market's wait-and-see mood is strong. Given that the current macro fundamentals remain stable and liquidity is expected to remain relatively moderately loose, the short-term market is still likely to remain volatile. In terms of operation, it is recommended to flexibly control positions and rhythm, not to chase high prices aggressively, and to reasonably focus on food and beverage, new infrastructure, biomedicine, electric power, military industry, etc. on dips. There are risks in the stock market, so investment needs to be cautious.
(Investment consultant Gu Zhixiong’s registered investment consultant certificate number: S02606611020066)
Macro perspective: Authoritative voices from multiple departments accelerate the development of intelligent connected cars
Event: " A reporter from the Economic Information Daily learned from the 2021 World Intelligent and Connected Vehicle Conference that opened on the 25th that electrification, intelligence, and connectivity have become the development trends and trends of the automobile industry. Currently, there are 6.78 million new energy vehicles in China, and intelligent The test mileage of connected cars has reached 5 million kilometers. Relevant officials from the Ministry of Industry and Information Technology, the Ministry of Public Security, the Ministry of Transport and other departments spoke at the meeting to further support the innovative development of intelligent connected vehicles, including jointly accelerating open road testing and accelerating large-scale demonstration applications.
Source: Economic Reference Network
Comment: The news shows that many departments will further improve the policy system and increase support for intelligent connected vehicles. Affected by the policy dividends, it is expected that related intelligent The theme of connected cars is expected to have a certain catalytic effect in the short term, and transactional opportunities can be properly grasped.
(Investment consultant Gu Zhixiong registered investment consultant certificate number: S02606611020066)
Pharmaceutical and biotech: The pharmaceutical sector rebounded as expected, and the centralized procurement policy is expected to improve
Event: Previous This week, the A-share pharmaceutical index (Shenwan, the same below) rose 2.63%, outperforming the Shanghai and Shenzhen 300 Index by 5.77pp, outperforming the GEM Composite Index by 4.05pp, ranking second among 28 sub-industries, and performing well, mainly After the early correction, sector valuations have returned to relatively low levels in history, and some high-prosperity tracks have begun to rebound.
Source: Everbright Securities Research Report
Comment: The pharmaceutical industry index rebounded as expected last week, with a net inflow of 913 million in the Shenwan Pharmaceutical and Biological sector in the four trading days from Tuesday to Friday. Yuan. The average decline in Tianjin's centralized procurement of artificial joints is about 82%, which is better than expected and retains reasonable profit margins for enterprises. This centralized procurement of artificial joints may become a turning point in the impact of centralized procurement policies. The current situation of "discussing centralized procurement" will be alleviated. The policy relaxation is conducive to the short-term stabilization and rebound of the pharmaceutical sector. It is recommended to seize the opportunity for a phased rebound.
(Investment consultant Gu Zhixiong’s registered investment consultant certificate number: S02606611020066)
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IV. Recommendation of key stocks
p>See the full version of "Early Trading Viewpoint" (monthly customization path: Discovery - Information - Information Products - Information - Early Trading Viewpoint; single article customization path: Discovery - Gold Medal Stock Appraisal - Early Trading Viewpoint)