The State Council released the National Fitness Program: By 2025, the total size of the national sports industry will reach 5 trillion yuan.
The State Council released the National Fitness Program (202 1-2025). The plan is clear. By 2025, the national fitness service system will be more perfect, the people's physical fitness will be more convenient, the fitness enthusiasm will be further improved, the number of participants in various sports will continue to increase, and the proportion of people who regularly participate in physical exercise will reach 38.5%. There will be three levels of public fitness facilities and communities in counties (cities, districts), towns (streets) and administrative villages (communities).
Shenzhen has been preparing for data exchange and other infrastructure construction, and it is expected to start trading at the end of this year.
With the development and maturity of technologies such as big data and artificial intelligence, the main users of data have changed from people to machines. Therefore, decision-making and optimization based on big data become a reality. Integrating data with other production factors can optimize resource allocation and improve production efficiency. Shenzhen has been preparing for a number of infrastructure construction such as data exchange, including commercial banks, data infrastructure providers and other institutions. It is expected that public data transactions will begin at the end of this year. A person familiar with the matter said that Shenzhen attaches great importance to the construction of the data factor market. "They believe that the marketization of data elements is a sign that the reform and opening up has entered the second stage."
In the first half of this year, the profits of non-ferrous metal enterprises in China reached a record high.
Jia Xing, vice-president and secretary-general of China Nonferrous Metals Industry Association, introduced at the press conference held in Beijing on the 3rd that in the first half of this year, the economy of China Nonferrous Metals Industry improved steadily, the operation quality improved, the production of non-ferrous metals continued to grow steadily, and the profits reached a record high. Jia Mingxing said that in the first half of this year, the output of ten commonly used non-ferrous metals in China was 32.549 million tons, up11.0% year-on-year; Investment in fixed assets showed a recovery growth trend. After several years of decline, the total investment in fixed assets completed in the first half of the year increased by 15.7%.
Wu Xianfeng, Ministry of Ecology and Environment: Iron and steel enterprises that have completed ultra-low emission transformation can enjoy preferential environmental protection tax.
According to the news of China Steel Association, recently, at the second meeting of the Sixth General Assembly of China Steel Association, Wu Xianfeng, deputy director of the Atmospheric Environment Department of the Ministry of Ecology and Environment and a first-class inspector, revealed that he would increase policy support for iron and steel enterprises that have completed ultra-low emission transformation, enjoy environmental protection tax incentives and implement differentiated environmental management policies. Policy dividends will only take effect for enterprises with high quality, stable and ultra-low emissions. For enterprises reaching Grade A, "double random and open" spot checks will be conducted, and the ultra-low emission level should always be maintained.
Economic Daily: The energy storage industry should grasp the pace of development and avoid being kidnapped by capital.
The Economic Daily published an article saying that after photovoltaic and new energy vehicles, the energy storage industry has also been put on the table of capital and has become a hot spot in recent market speculation. The "cheating" phenomenon that once happened in the new energy automobile industry and the blind expansion of photovoltaic and wind power industries cannot be repeated in the energy storage industry. The energy storage industry must grasp the development rhythm and avoid being kidnapped by capital again, resulting in the loss of state subsidy funds and the waste of social resources. ?
(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market Comments: The market as a whole maintains a volatile pattern, and it is suggested to "light the index and emphasize the structure".
On Tuesday, all the major indexes of A-shares showed a slight correction, and the Shanghai Composite Index fell 0.47% to close at 3,447.99 points. The Shenzhen Component Index fell 0.4 1% to close at 14736.92. The GEM index fell 0.46% to close at 3,477.23 points. The turnover of the two cities reached 1.4 1 trillion yuan. On the same day, the net purchase of northbound funds was 65.438+79.9 million yuan. Disk observation, medical care, food and beverage, construction machinery, etc. The gains are among the highest. Nonferrous metals, coal and semiconductors were among the top losers, and the industry sectors were mixed. At present, the domestic monetary policy remains relatively stable, the economy maintains a weak recovery, and the market as a whole maintains a volatile pattern. It is suggested that "light index and heavy structure" can focus on the opportunities of "exceeding expectations" stocks. Among them, the securities, construction machinery and health care industries are worth digging deep. The stock market is risky, so you need to be cautious in investing.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Macro: The General Administration of Market Supervision initiated an investigation into the automobile chip distribution enterprises suspected of driving up prices.
Event: The General Administration of Market Supervision initiated an investigation into the automobile chip distribution enterprises suspected of driving up prices. Recently, the General Administration of Market Supervision, based on price monitoring and reporting clues, filed an investigation on automobile chip distribution enterprises suspected of driving up prices.
Source: General Administration of Market Supervision?
Comments: In order to actively respond to the shortage of automotive chips, the Ministry of Industry and Information Technology has set up a working group on the promotion and application of automotive semiconductors, and organized coordination meetings for many times to give full play to the strength of local governments, vehicle manufacturers and chip companies, strengthen the docking of supply and demand and work coordination, and formulate targeted measures to promote the supply capacity of automotive chips, which is achieving certain results. From the news point of view, although it is slightly bad for the chip industry in the short term, it is more conducive to promoting the stable and healthy development of the industry in the long run.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Securities industry: promoting fund sales and accelerating the transformation of wealth management of securities firms.
Event: Judging from the operating results in the first half of the year, at present, 12 listed securities firms have published the first half of the year performance express, and most of the operating income and net profit have achieved double growth on the basis of last year's high base, and the industry valuation has further decreased. In the first half of the year, the net income of financial products sold by brokers increased by 1 17.56% year-on-year to1005 billion yuan, which has become an important part of brokerage business income.
Source: Shanxi Securities Research Report
Comments: With the increasing demand of residents for wealth management, whether it can provide investors with asset allocation suggestions has become the key to the transformation of wealth management. Brokers with leading financial management business layout in the future are expected to show competitive advantages, and it is recommended to actively pay attention to relevant leading companies.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Third, the new share subscription tips
The subscription code of Tianlu Technology is 30 1045, and the subscription price is 15 438+0 yuan.
The subscription code of Shanghai Rural Commercial Bank is 780825, and the subscription price is 8.90 yuan.
The subscription code of Ivy Electronics is 787798, and the subscription price is 76.58 yuan.
Four. Key stock recommendation
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