(Original title: A-share evening hotspot | Central release! It is related to the development of cross-strait integration, involving transportation, capital market, etc.)
The heavy news worthy of attention this evening are:
1, the central release! It is related to the cross-strait integration and development, involving transportation and capital markets.
2. The new M7 is officially released! Yu Chengdong: It has been copied and never surpassed.
3, over 170,000/square meter! Beijing relaxes the guidance price limit of second-hand housing, what signal is released?
4. Many enterprises in Jiangsu announced that they would withdraw from the government financing platform and no longer undertake the government debt financing function.
5, the village reconstruction project into the scope of special debt support.
The following is the text of the evening paper:
1, the central release! It is related to the development of cross-strait integration, involving transportation, capital market, etc., and the eight main points are quick to look at.
Importance: ★★★★★★★
On the evening of the 12th, the Central Committee of the Communist Party of China and the State Council issued opinions on supporting Fujian to explore new ways of cross-strait integration and development and to build a demonstration zone for cross-strait integration and development.
There are 21 measures in the full text. Self-help brother sorted out 8 measures that are highly relevant to the capital market, and sorted out the corresponding listed companies.
2. Outlook of Apple’s conference: iPhone 15 may have these changes.
Importance: ★★★★★
On September 12th, at 10am US Western Time, Apple will hold the most important new product launch conference of the year at its California headquarters, which will kick off the upcoming year-end holiday shopping season.
The consensus of the outside world is that the new products at this conference mainly focus on three categories: iPhone 15 series, ninth-generation smart watches, and second-generation AirPods with USB-C charging port.
Pro wireless headset, in addition to providing updates of several major operating systems.
3. The new M7 is officially released! Yu Chengdong: It has been copied and never surpassed.
Importance: ★★★★★
At 14:30 on September 12th, the launch conference of AITO’s new M7 was held, and the new M7 was officially released and delivered!
According to Yu Chengdong, the new M7 is equipped with HUAWEI DATS.
2.0, the comprehensive battery life is 1300 kilometers, the pure electric battery life is more than 240 kilometers, the fuel consumption of the rear-drive version is 5.6L, and the fuel consumption of the four-wheel drive version is 5.8L, which claims to be 8% lower than that of the intelligent extended-range model that has not been upgraded. Yu Chengdong said at the press conference: "Huawei’s smart cockpit has been copied and never surpassed.
4, over 170,000/square meter! Beijing relaxes the guidance price limit of second-hand housing, what signal is released?
Importance: ★★★★
On September 12, in response to the media report that "Beijing lifted the guide price limit for second-hand houses", the Securities Times reporter confirmed that the news was true. Beijing did relax the guide price limit for second-hand houses, and the houses with a unit price of less than 180,000 yuan can now be displayed. The number of high-priced school districts has increased significantly.
The insiders believe that Beijing’s relaxation of the guiding price limit of second-hand housing is related to the major changes in the supply and demand relationship of second-hand housing. The Beijing policy is mainly carried out around hot school districts, and its signal is very strong.
5. Many enterprises in Jiangsu announced that they would withdraw from the government financing platform and no longer undertake the government debt financing function.
Importance: ★★★★
On September 12th, according to the explanation of market-oriented transformation issued by official website, Pizhou Municipal Government, Pizhou Traffic Engineering Co., Ltd. and Pizhou Yuantong Public Transportation Co., Ltd., the two companies indicated that the hidden debts of local governments had been paid off, and they would no longer undertake the financing function of public welfare projects in the future, and promised to operate independently and be responsible for their own profits and losses.
In recent years, many state-owned enterprises and urban investment platforms have announced their withdrawal from the government financing platform. Since August, many enterprises in Jiangsu have announced their withdrawal from the government financing platform.
6. China responded to Biden’s remarks: China’s economy has not collapsed, but the "China collapse theory" has repeatedly collapsed.
Importance: ★★★★
Recently, many western countries have criticized China’s economy. US President Biden said that China is facing economic difficulties, which are not only affected by the sluggish world economic growth, but also related to China’s economic policies. The Australian Finance Minister said that China’s economic growth slowed down significantly, which had an impact on Australia. US Deputy Treasury Secretary Ardeyeh Mo said that the slowdown in China’s economic growth will mainly affect its Asian neighbors.
In this regard, China’s Foreign Ministry spokesperson Mao Ning said in response to relevant inquiries on the 12th that it seems that various "China collapse theories" will appear every once in a while, but the fact is that China’s economy has not collapsed, on the contrary, the "China collapse theory" has repeatedly collapsed.
7, the village reconstruction project into the scope of special debt support.
Importance: ★★★★
According to 21st Finance and Economics, it was learned from many local investors and financiers that the current policy increased support for the reconstruction of villages in cities, and eligible reconstruction projects in cities in villages were included in the scope of special debt support. However, considering that the issuance of special bonds this year is nearing the end, the special bonds for urban village reconstruction are expected to be issued next year.
Recently, some places have reserved special debt projects in 2024 in advance, among which the reconstruction project of villages in cities is the key point of reserve. Next year, the scale of special debt for urban village reconstruction will be affected by many factors, including the total amount of special debt, the reserve of urban village reconstruction projects and the quality of the projects.
In addition, the following news is also worthy of attention:
8. Recently, many wealth management subsidiaries received guidance from the supervision window, and the use of direct financing tools for wealth management was restricted, and no new business was allowed.
9. Wang Bin, the former chairman of China Life Insurance (Group) Company, accepted bribes and concealed overseas deposits, and was sentenced to a suspended death sentence in the first instance.
10. Insiders of the bank: It is estimated that the amount of prepayment in August will drop by nearly half compared with the peak value, and will continue to improve after September.
1. The three major US stock indexes opened lower and Oracle Bone Inscriptions fell more than 12%.
The three major US stock indexes opened lower and went lower. As of 22:30, the Dow fell 0.19%, the Nasdaq fell 0.11% and the S&P 500 fell 0.2%. Oracle Bone Inscriptions fell more than 12%, and the growth rate of the company’s cloud business revenue slowed down, and the quarterly revenue forecast was lower than expected.
Nasdaq Golden Dragon China Index rose more than 1%, LI and Weilai Automobile rose 3%, and Xpeng Motors, Pinduoduo and New Oriental rose 2%.
2. White House: Eight companies, including NVIDIA, voluntarily promised to manage AI risks.
The US White House issued a statement on September 12, saying that on the same day, US Secretary of Commerce Raymond and other senior government officials will convene AI industry executives at the White House to announce Adobe, Cohere, IBM, NVIDIA, Palantir, Salesforce and Scale.
AI and
The eight companies of Stability promised to take voluntary regulatory measures to manage the development risks of AI technology, including conducting safety tests before launch, building a system that puts safety first, and adding digital watermarks to AI-generated content.
3. The European Commission lowered the EU’s economic growth forecast for this year and next, and the German economy may shrink.
The European Commission recently lowered the EU’s economic growth forecast for 2023 and 2024, and the economy of Germany, the largest economy in the EU, is expected to shrink.
According to the latest forecast of the European Commission, the EU economy will grow by only 0.8% this year and 1.4% in 2024. In May this year, the European Commission predicted that the EU’s economic growth this year and next would be 1% and 1.7% respectively.
Self-selected brother combed the investment opportunities concerned by the market and found that the concepts of gold and northeast revitalization were concerned.
1. Gold sold out! "The price of gold rose above 600 yuan/gram" and rushed to the hot search.
On September 12th, "the price of gold has risen above that of 600 yuan per gram" rushed to the top of hot search, which triggered a discussion on the price of gold among netizens. Recently, the international gold price has risen significantly, and the price of the domestic gold retail market has also risen. Now it has broken the 600 yuan mark, but the enthusiasm of consumers remains undiminished.
Guosen Securities believes that the upward process of gold price will boost the investment demand of gold, and gold stocks are easy to enjoy the multiplier effect of simultaneous improvement of performance and valuation, showing greater flexibility than gold price. Chifeng Gold, Shandong Gold, Zhongjin Gold and Zijin Mining are recommended.
2. The State-owned Assets Supervision and Administration Commission (SASAC) supports central enterprises to invest heavily in the Northeast main force to grab the exposure of concept stocks.
On September 11th, the State-owned Assets Supervision and Administration Commission of the State Council held an enlarged meeting. The meeting held that it was necessary to further strengthen overall coordination, support and guide central enterprises to deepen all-round cooperation with Northeast China, make greater efforts to invest in, lay out, build and develop Northeast China, carry out a new round of deepening and upgrading the reform of state-owned enterprises in Northeast China, and further promote the reform of state-owned enterprises in Northeast China.
Tencent’s stock selection has sorted out the list of the top ten concept stocks of revitalizing Northeast China in the last week, for your reference. The data shows that Quanyangquan received a net inflow of main funds exceeding 100 million yuan in the past week.
In addition, the following sectors are also worthy of attention:
3. Maglev | A maglev train with a speed of 600 kilometers per hour "entered" the World Manufacturing Conference.
4. Data elements | The 2023 World Computing Congress will be held this week, and topics such as data elements have attracted much attention.
5. Calcium mine transistor | The successful development of calcium mine transistor will reshape semiconductor technology.
6, tourism | Mid-Autumn National Day holiday ticket average price increased by 13% compared with May Day holiday.
On the positive side, the optional brother reminds us to pay attention to the increase of shareholders of China Eastern Airlines; In terms of negative announcement, pay attention to the fact that the real controller of ST Zhongzhu was approved to be arrested.
Positive announcement
1. China Eastern Airlines: The controlling shareholder plans to increase its shareholding by 500-1 billion yuan.
2. Sunshine Power Supply: It is planned to buy back shares from 500 million yuan to 1 billion yuan.
3. Zhaoyi Innovation: It is planned to buy back shares from 80 million yuan to 150 million yuan.
4. Yuneng Technology: It is planned to buy back the company’s shares for 100-200 million yuan.
5. Dalian Electric Porcelain: The wholly-owned subsidiary won the bid for the State Grid project of 250 million yuan in advance.
Negative announcement
1. ST Zhongzhu: Xu Delai, the actual controller, was arrested on suspicion of misappropriating funds.
2. Changshan Pharmaceutical Co., Ltd.: The clinical trial of ebenenatide does not involve obesity indications.
3. Letter of concern from Lanying Equipment: It is required to explain the information such as on-hand orders for products used in mask aligner industry.
4. Tonghua Jinma: At present, the company’s operating conditions and internal and external operating environment have not changed significantly.
This article is selected from "Tencent Stock Selection", edited by Zhitong Finance: Xu Ran.