月度归档： 2023 年 11 月

A-shares opened slightly lower： the Shanghai Composite Index fell by 0.09%, and sectors such as communications, media and entertainment, and brokerages were among the top losers.

The three major A-share stock indexes opened slightly lower, with the Shanghai Composite Index down 0.09%, the Shenzhen Stock Exchange Index down 0.10% and the Growth Enterprise Market Index down 0.07%. The media, entertainment, communications, Internet, real estate, semiconductors, brokerages, IT equipment and other sectors were among the top losers, while the tourism, automobile, coal and medicine sectors rose slightly.

FTSE China A50 index futures opened lower on the basis of closing up 0.01% in the previous trading day and night, and are now down 0.06%.

The Nikkei 225 index opened up 0.3%. The Seoul Composite Index opened 0.21% higher.

Institutional strategy:

Huatai securities strategy research report believes that the all-A risk premium falls back to the rolling one-year average and then rises again. Structurally, the theme, bonus and boom sectors that took turns during the year were all under pressure, while the sectors such as travel chain and real estate chain, which had little marginal change in fundamentals but were fully adjusted in the early stage, quietly strengthened, or reflected two potential changes: First, under the pressure of fund ranking at the end of the year, the chips were switched between high and low, and the rotation was fast. Under the stock characteristics, the market at the end of the year may have a reversal effect. It is suggested to avoid the "depression" where the increase was too high during the year and the chips/valuation/momentum was low in stages. Second, the shell KMI index fell back to 31.7, and the real estate policies in first-tier cities continued to increase. Before the Central Economic Work Conference, the policies in the real estate/chemical bonds/capital markets were expected to heat up. Considering the above two directions, it is suggested to pay attention to travel chain/real estate chain/medicine, medicine and beauty/agriculture in the short term.

According to the latest report released by the strategy team of Industrial Securities, with the improvement of the external environment and the repair of overseas pessimism about the domestic economy, the RMB has appreciated significantly recently, and the pressure of foreign capital outflow has been eased marginally. Looking back, considering that the end of the year and the beginning of the year are also the traditional time window for foreign institutions to increase their positions in A shares, the return of foreign capital is expected to become an important driver of the market. Structurally, focusing on the value growth leader and high-quality assets such as Hong Kong stock Hang Seng Technology, driven by the recovery of foreign capital, the improvement of domestic funds, and the expectation of important conference policies at the end of the year, is expected to drive the market as a whole to usher in a wave of repair.

CICC’s latest strategy report pointed out that the market rebound since the end of October benefited from the stabilization of valuation in the context of improving investors’ risk appetite. It is suggested to pay attention to the following changes: 1) The countercyclical adjustment policy is still in the process of overweight; 2) The impact of the previous US dollar index and US bond interest rate on the A-share market has eased; 3) The valuation of A shares is still at an extreme level in history, and there is much room for repair in the future. Looking forward to the market outlook, although the A-share market has fluctuated in the short term after a sustained rebound in the previous period, the current asset price still implies investors’ more cautious expectations, so there is no need to be pessimistic about the subsequent market performance.

In terms of configuration, the recovery of risk appetite is expected to drive the small-cap style of A-shares to continue to dominate, but we need to pay attention to the degree of valuation differentiation of large and small-cap styles. Historical experience shows that large valuation differentiation may also bring short-term style rebalancing. At the industry level, it is suggested to pay attention to the investment opportunities in the semiconductor industry chain and the smart car industry chain, as well as innovative drugs that benefit from enterprises going out to sea and easing the interest rate environment.

The 2023 FIFA World Cup ended and Beijing Normal University won the women’s team championship.

People’s Daily Online, Beijing, November 1 (Reporter Yang Lei) On October 31, the 2023 FISU Football World Cup ended in Jinjiang, Fujian. Beijing Normal University beat paulista University of Brazil in the women’s final and won the championship, while paulista University men’s soccer team won the men’s championship.

On the afternoon of October 31st, the battle for the women’s championship of the 2023 FIFA World Cup in Jinjiang was held at the training ground of Jinjiang Football Center. The team of Beijing Normal University, which represented China, played against the team of paulista University in Brazil, and the two sides fought for 120 minutes and drew 2:2. In the final penalty shootout, Beijing Normal University won the championship with a total score of 7:6.

"Today, we made full preparations for playing for 120 minutes and presented a very wonderful game to everyone. It is our honor to stand on the highest podium again after 12 years. " Bi Yan, former China international and head coach of Beijing Normal University, said after the game.

At the 2011 Shenzhen Universiade, Bi Yan helped the Beijing Normal University women’s football team win the championship by beating the Japanese team 2-1. Twelve years later, as the head coach, she led the team to the highest podium in the world college football again.

In the men’s final, paulista University of Brazil beat the Ukrainian National University of Economics and Business men’s soccer team 7-6 in a penalty shootout and won the championship. Hohai University’s men’s soccer team, representing China, created the best result of China University’s men’s soccer team in the FIBA World Cup, and finally won the eighth place.

A quick tutorial on football, which teaches you to become an elegant girl who knows the ball.

Recently, football fans have celebrated the Spring Festival again.

The Spanish national derby has begun again!

It is always difficult for girls to understand such things as football.

Why is it so attractive to boys!

So today, Brother Hunzi will tell you something about football (especially my sister paper who doesn’t know the ball).

# Football # # World Cup # # Football rules # # Football play # # Spanish national derby #

China football, why is it ＂hot＂ again recently？

BEIJING, Beijing, May 27 (Reporter Bian Liqun) "Shanghai Shenhua goalkeeper Ma Zhen committed violent acts and punched the opponent’s player in the face. He was suspended for 5 games and fined 50,000 yuan; Rodriguez, a foreign aid from Meizhou Hakka, carried out non-sports behavior and used insulting gestures to the opposing players. He was suspended for 4 games and fined RMB40,000. "

On the evening of 26th, China Football Association issued another heavy ticket. This is already the second consecutive round of the Super League, and two players have been severely punished for violence on the field.

Recently, football in China is full of anger, and in addition, the referee is insulted in the game and accused by social media. Since May, the China Football Association has issued as many as 21 tickets, most of which are concentrated in the past half month.

Jia Desong (left) and Aziz, who had been severely punished before, were in the game. China News Service reporter Wang Gang photo

The fire can’t be suppressed again.

The league has returned to the home and away games, and the fans have returned to the stadium. This season, the Super League is very popular. However, recently, there has been a lot of anger.

Of course, every season, there will inevitably be angry scenes. At the beginning of last season, just after two rounds of competition, the Super League created nine red cards and five tickets.

In contrast, this season, it is an improvement to enter the third node of the league and get frequent fines.

Data Map: In the Super League last season, referee Li Haixin showed a red card to Shi Ke (first from left). Image source: IC photo

Since the fifth round, the fire in the Super League has gradually started. Sunic, the foreign aid of Henan team, pushed down Fang Hao, a teenager from Beijing Guoan, and was suspended for five games by China Football Association, and fined 50,000 yuan.

In the same round of competition, Fan Bing, an official of Nantong Zhiyun Team, was banned from entering the competition stadium for one game and fined RMB10,000 by the Football Association for publishing the contents of questioning the referee in the WeChat circle of friends.

Coincidentally, Xie Hui, the coach of Dalian People’s Team, was also banned from entering the competition stadium for one game and fined RMB 10,000 for publishing the contents of the penalty dispute on social media.

Data Map: Xie Hui directs the competition in the stands. Image source: IC photo

As Nantong Zhiyun sent a long article in response to the Football Association’s fine on May 16th, the fire reached a new height.

"The facts on which the penalty decision is based are unclear and are not within the jurisdiction of the Football Association Disciplinary Committee, and the applicable rules are inappropriate; Moreover, although the punishment decision shows that there is a’ description of the parties’ by applying the template, in fact, it did not give our club or Fan Bing any opportunity to communicate, explain and defend themselves, and never held an interview meeting or hearing under the rules, lacking due process. "

"If such’ punishment decisions’ that lack legal basis and express personal opinions are allowed to flood, it will inevitably lead to illegal restrictions on the legitimate freedom of expression of football players and lead to a chilling effect."

Until now, the China Football Association has not responded to this. And a wave of unrest, a wave of rise again.

Data Map: Xie Hui directs the competition in the stands. Image source: IC photo

In the match between Tianjin Jinmen Tiger and Shandong Taishan Mountain on May 19th, Jia Desong, a foreign aid of Taishan Team, punched Beric, a foreign aid of Tianjin Jinmen Tiger, and the latter was injured. Jia Desong was finally banned for five games by the China Football Association and fined 50,000 yuan.

In the same round of competition between Wuhan Sanzhen and Chengdu Rongcheng, Aziz, a foreign aid from the three towns, trampled on his opponent’s leg and was banned for four games and fined 40,000 yuan.

Next, Shanghai Shenhua goalkeeper Ma Zhen and Meizhou Hakka foreign aid Rodrigo.

Why are you so angry?

Recently, the violence in China football field has been concentrated, which has to cause a question: Why are people so angry?

This season’s return to the home and away Super League, although the star flavor is insufficient after the loss of big-name stars, the game is still quite fierce.

To a certain extent, some of the anger also comes from this. Under the competition for every inch of land on the court, coupled with the blessing of the players’ own hormones in the game, irrational behavior is prone to occur.

This season’s Super League is hot at home. China News Service reporter Han Haidan photo

However, combing down, the source of a lot of anger comes from some penalties.

For example, Fan Bing, an official of Nantong Zhiyun, and Xie Hui, the coach of Dalian, made speeches on social media, all of which were aimed at the referee’s penalty.

In the match between Tianjin Jinmenhu and Shandong Taishan, the players of the two teams have accumulated anger for a long time. Before Jia Desong’s boxing behavior, the fighting action has gone beyond the normal range. Unfortunately, the referee on duty failed to control the field well, which indirectly led to a large-scale conflict at the end of the game. All kinds of chaos have buried the original excitement of this goal war.

Sunic, a foreign aid from Henan province, and Aziz, a foreign aid from three towns in Wuhan, were given additional punishment for their violent behavior, but in the game, the two referees on duty only showed them yellow cards.

The Wuhan Three Towns team punished Aziz for one dollar and responded to the ticket in disguise.

Another big source of anger is the intensive schedule. Since the start of the game on April 15th, the Chinese Super League has played 9 rounds in more than one month, with each team playing once every 4 days on average.

Under the long-term consumption of double matches in a week, the players are inevitably tired of fighting, which further increases their anger.

Data Map: This season’s Super League competition. China News Service reporter Futian photo

Sparse fire can reduce fire.

Objective factors, such as the intensive schedule and the referee’s ruling level, cannot be changed in a short time. Therefore, the way of suppressing fire, which is similar to punishing improper remarks, can not reduce the fire well, but is easy to be swallowed up by fire.

Therefore, Nantong Zhiyun, Wuhan Sanzhen and other clubs responded fiercely, and the behavior of club officials abusing referees on the court and questioning referees on social media off the court became more and more concentrated.

Fans in the stands and on social media are also angry.

For the current football in China, communication needs to be strengthened, and all parties need to reduce the fire.

In fact, in the 2021 season, the Super League used the mechanism of publicly responding to controversial penalties, but it did not last long, and such responses disappeared.

In addition, some fans suggested that it is possible to reconsider choosing an international referee in some 6-point battles related to championship or relegation.

Although this move may not necessarily put an end to the phenomenon of questioning the referee and the misjudgment and omission in the court, it can still alleviate the anger caused by various trust crises.

In any case, it is really precious that the league resumes home and away games, fans return to the stadium, and some stadiums even have a hard-to-find ticket. Football practitioners in China should cherish this fire, not anger. (End)

FIFA： Saudi Arabia is the only bid for the 2034 Football World Cup.

Xinhua News Agency, Geneva, October 31 (Reporter Shan Lei) On October 31, FIFA announced that Saudi Arabian Football Association was the only football association to submit an application for hosting the 2034 Football World Cup before the deadline.

FIFA confirmed that it has received an application from Saudi Arabia to host the 2034 World Cup, and Saudi Arabia is the only country that has expressed its interest in hosting the 2034 World Cup.

Previously, FIFA had announced that the only application for hosting the 2030 World Cup was jointly submitted by the Football Associations of Morocco, Portugal and Spain. At present, these three countries have confirmed their willingness to bid. As the centenary celebration of the World Cup will be held in 2030, FIFA plans to hold a World Cup in Uruguay, Argentina and Paraguay, and these three countries have also confirmed their willingness to host the World Cup.

Like Morocco, Portugal and Spain, Saudi Arabia still needs to pass the FIFA audit. If these bidding countries can meet the requirements of FIFA and go through the whole bidding process, then FIFA will determine its right to host at the FIFA General Assembly at the end of 2024.

Photo: Li Ming

soccer

On November 1st, in the final round of the second stage (Group B) of the Asian Women’s Football Qualifier for the Paris Olympic Games, China drew 1-1 with South Korea, and failed to advance to the Paris Olympic Games.

On November 1st, China coach Shui Qingxia (former) led the players to greet the audience after the game. Xinhua News Agency reporter Jiang Kehong photo

On November 1st, China team player Wang Shanshan (right) struggled in the competition. Xinhua News Agency reporter Wei Peiquan photo

On November 1st, China team player Zhang Linyan (second from left) broke through with the ball in the game. Xinhua News Agency reporter Jiang Kehong photo

On November 1st, China team player Yang Lina cried after the game. Xinhua News Agency reporter Wei Peiquan photo

Source: Xinhua News Agency

It became the number one hot spot after class overnight. How long can Tenghahe last？

Reporter Han Bing reports Going out at home in the League Cup is not a big deal, but losing more than 3 goals at home in a row, the worst record of losing at home in 61 years, is a key node that may push Tenghahe’s fate from quantitative change to qualitative change. Although Manchester United did not consider changing coaches when talking to the media, the act of making a statement itself has already made the outside world smell dangerous.

The 0-3 defeat against Newcastle United activated a series of dazzling shame records: half of the top 10 home games of the season were lost, the worst since the 1930/31 season; Lost 8 of the first 15 games, the worst since the 1962/63 season; There is also the highest loss rate (53%) in 90 years, which is not counting the previous 12 records of losing, conceding and losing in a row. The patience with Tenghahe is constantly consumed in this ever-increasing shame record, and the distance is getting closer and closer to being completely exhausted …

After the game, Tenghahe continued to complete the familiar "reversal" at the press conference, but his odds after class jumped to the second place in the Premier League within 24 hours after the game (odds of 3), second only to Sheffield United coach Hejin Barton (odds of 5/3) who scored only 1 point in 10 rounds. Chelsea coach Pochettino, who burns more money, has fewer events and fewer points, ranks fifth (odds are 17), which is much safer than Tenghah. In the early morning of Beijing time, just after Manchester United officially made a statement that it was not considered to change coaches, Tenghahe’s odds of class dismissal rose to the top of the Premier League (11/10), surpassing Hutchinson Barton (5/4), and Pochettino was even safer (20)! Overnight, Tenghahe entered the "extremely dangerous" zone from the "safe" position.

Since ancient times, there have been few gifts in the snow, and there have never been many people who have fallen into the rain. Tenghahe stressed that last season’s Carling Cup proved that he could turn the tide, but media such as Manchester Evening News and celebrities such as Neville made it clear that the Dutch coach had lost the support of the dressing room and it was only a matter of time before class was over. This season’s scandal-ridden dressing room of the Red Devils, after the turmoil of Sancho and Anthony, now players have completely lost confidence in Tenghahe himself. As early as after the Manchester derby, the British media revealed that players questioned Tenghahe’s tactics, including letting Lindelov, who is not good at wingers, play left-back, and Anthony, who is better at wingers, was not the first choice.

Tenghahe’s tough approach has also attracted the disgust of most players. Punishing Sancho is an example. After the Manchester derby, Tenghahe forced Manchester United players to stay to witness the celebration of Manchester City players and fans, canceled the original holiday and added extra homework, which was considered as disrespect for the players. The extra homework is to let the players watch the video edited by the coaching staff for themselves, which points out the mistakes made by the players. This kind of practice, like punishing primary school students, makes the stars feel "humiliated". The first person who didn’t buy it was Rachford. On the night after the derby, the Manchester United winger held a party in the nightclub until 3: 30 in the morning. At least for now, Tenghahe hasn’t given him a ticket.

Neville’s hint on the social media account is almost explicit: "We have seen such a situation before, we know how it ends, and we have had enough." Former Tottenham midfielder O ‘Hara also stressed: Manchester United is in chaos from top to bottom, the players don’t care about winning or losing, and the coach has lost the support of the players. This is similar to Neville’s definition of Tenghahe and Manchester United. Neville emphasized that both rivals of Manchester United have professional sports departments, but Manchester United doesn’t even have Sports director. In addition, after driving away Cristiano Ronaldo last year, Manchester United announced that it would consider new strategic choices, but there is still no clear direction today, which also makes Manchester United players feel insecure.

Tenghahe’s fate has changed from how to turn things around to when to finish class. The British media began to calculate the cost (15 million pounds) of firing Tenghahe for Manchester United. After Ferguson retired, this figure tied for the highest among the fired coaches. However, it has just been announced that last season’s revenue was as high as 640 million pounds, which is completely affordable for Manchester United, which set a new record for Premier League clubs. In addition, the media has even listed a succession candidate list for Manchester United: emeri of Aston Villa, Eddie Howe of Newcastle United, De Zerbi of Brighton, as well as the laid-off Zidane and the hot Bayer Leverkusen coach Alonso.

Different from last season, Manchester United’s dressing room is not only separated from Germany, but also the injury crisis has not improved. Casemiro’s new injury continues to weaken Manchester United’s already unbearable defensive end. Tenghahe wants to be what he calls a "fighter" and unite with the players to fight together, but he must first fully implement his tactics through the players-unfortunately, this is also the most difficult thing to do at present.

In order to save the situation, the British media revealed that Tenghahe would have a one-on-one conversation with Manchester United players to understand the situation and eliminate barriers. However, there is not much time left for Tenghahe, and the international competition day in November may be his last chance to breathe. At the end of November, Manchester United will play Galatasaray, Newcastle United, Chelsea and Bayern at home, and then Liverpool. How long can Tenghah last? It’s a good prize-winning quiz.

International Football League Cup Comprehensive： Arsenal and Manchester United missed the quarter-finals.

Xinhua News Agency, London, November 1st (Reporter Zhang Wei) Arsenal and Manchester United both lost to opponents from the same Premier League on the 1st, and missed the quarterfinals of the English League Cup.

Arsenal played against West Ham United in London on the same day, and fell behind in the first half because of White’s careless own goal. "Arsenal" coach arteta bluntly said after the game that the ball directly influenced the development direction of the game. Since then, Arsenal, which has an absolute advantage in possession of the ball, has never been able to make a breakthrough. On the contrary, Kaddos added another point five minutes after the West Ham United Easy Side, extending the lead to 2-0. In the 60th minute, Bowen hit a long-range shot outside the penalty area. It wasn’t until the final stoppage time that Arsenal were pulled back by substitute Odegard, and the score was fixed at 1-3.

On November 1st, Arsenal coach Arteta looked depressed after the game. Xinhua News Agency/Reuters

Manchester United, who just suffered a home defeat in the Manchester derby last weekend, continued to sink at Old Trafford. Against Newcastle United, they conceded two goals in a row in the first half. In the 60th minute, Willock got rid of the defense with the ball in the frontcourt and hit the door to help the Magpie achieve a 3-0 victory.

Newcastle, who lost to the "Red Devils" in the Carling Cup final last season, took revenge, and their quarter-final opponent will be Chelsea who beat Blackburn 2-0 on the same day.

In addition, Liverpool beat Bournemouth 2-1 with goals from Gakpo and Nunez, and the quarterfinals will face West Ham United.

Tell Dong Lu that campus football has spent tens of billions of dollars without effect, and the assessment mechanism.

Dong Lu bombarded the Football Association and campus football because the Ministry of Education invested tens of billions of dollars to build a football field. However, what fans can remember is only the pictures of children holding football in their hands and doing football exercises. Then, why is the money spent, and our campus football is far from that of Japan?

There are two reasons for this. The first one is that parents don’t support it. Why do I let my children play football? Revitalize China Football? Sorry, parents don’t have this obligation. Therefore, the football fields in most schools are empty and only used by football teams organized by schools. Can’t solve the problem of why parents should support their children to play football. No matter how much money the Ministry of Education spends, it can’t promote the development of campus football.

The second reason is the assessment mechanism. The Ministry of Education has spent money, and it is necessary to see the effect. However, if parents don’t support it, the school should find ways to make achievements, let children do football exercises with football, which is safe and there are many children participating in activities, so football exercises have become the first choice of the school. From the school’s point of view, I have met all the assessment standards recommended by the Ministry of Education. What’s wrong with me?

To sum up, the core of promoting campus football is to solve the following core problem, why parents support their children to play football. Just like a fan I met who often swore at the Football Association, he said that the Football Association did not act, the players did not work hard, and the club only saw the immediate interests. However, his children have to go to college, so all the hopes of China’s football are on other people’s children.