Meeting of the Central Committee for Deep Reform: Raising the safety of origin to a strategic height related to national security
According to Xinhua News Agency, the 20th meeting of the Central Committee for Comprehensively Deepening Reform held on the afternoon of the 9th deliberated and adopted Guiding Opinions on Accelerating the Construction of a New Development Pattern, Seed Industry Revitalization Action Plan, Ecological Environment Protection and Sustainable Development Plan of the Qinghai-Tibet Plateau, and Several Measures for Promoting the Reform and Innovation of Trade and Investment Facilitation in the Pilot Free Trade Zone. In agricultural modernization, seeds are the foundation, so it is necessary to develop national seed industry, improve the safety of seed sources to a strategic height related to national security, concentrate on solving difficult problems, making up shortcomings, strengthening advantages and controlling risks, and realize the self-reliance and self-control of seed industry in science and technology. We should stand at the historical height of safeguarding the survival and development of the Chinese nation, adhere to the attitude of being responsible for history, the people and the world, and do a good job in the ecological environment protection and sustainable development of the Qinghai-Tibet Plateau. We should focus on high-level opening up, make full use of both domestic and international markets and resources, actively promote institutional innovation in regulating international economic and trade rules, and make greater efforts to plan and promote the high-quality development of the free trade pilot zone.
Source: 2 1 Century Business Herald
Zero tolerance! CSRC: Strike hard at false market value management!
Chen Jie, deputy director of the Inspection Bureau of the CSRC, said at the press conference of the CSRC on July 9 that since 2020, the CSRC has verified 15 cases of market manipulation in the name of so-called "market value management". In the next step, the CSRC will pay close attention to the so-called market manipulation in the name of "market value management", strengthen the coordination between administrative law enforcement and criminal justice, strengthen all-round three-dimensional accountability, increase illegal costs and strengthen law enforcement.
Source: china securities journal.
National Network Information Office: Operators with more than 6.5438 million users' personal information must apply for network security review when going public abroad.
The National Internet Information Office issued a notice for public comments on the "Network Security Review Measures (Revised Draft for Comment)". The "Measures" propose that operators with more than 6,543,800 users' personal information must apply to the Network Security Review Office for network security review when they are listed overseas. Promise not to illegally obtain user data, illegally control and manipulate user equipment, and not interrupt product supply or necessary technical support services without justifiable reasons. Network security review focuses on assessing the national security risks that may be brought about by procurement activities, data processing activities and overseas listing.
Source: Securities Times Network
Shanghai's urban digital transformation is like this! Three years later, the added value of the core industries of the digital economy exceeded 600 billion.
At the closing ceremony of the 20021World Artificial Intelligence Conference (WAIC) held on the afternoon of 10, the Action Plan for Promoting the Digital Transformation of Shanghai's Economy and Empowering High-quality Development (20021-2023) (hereinafter referred to as the Plan) and the Action Plan for Promoting the Digital Transformation of Shanghai's Life and Building a High-quality Digital Life (2000)
By 2023, Shanghai will be built into a world-class innovative industrial cluster, a demonstration zone for the integration of digital economy and real economy, a leading zone for the ecological construction of digital economy transformation, and a demonstration city for international innovation cooperation in digital economy.
Source: CBN
The General Administration of Market Supervision prohibits Huya Company from merging with Betta International Holdings Limited according to law.
On October 4th, 2002165438/KLOC-0, the General Administration of Market Supervision conducted a centralized antitrust review on the merger case between Huya Company and Betta International Holdings Limited (hereinafter referred to as Tencent).
The review shows that the relevant markets in this case are China's online game operation service market and game live broadcast market. Tencent's market share in upstream online game operation services exceeds 40%, ranking first; Tiger teeth and betta fish account for more than 40% and 30% of the downstream live game market respectively, ranking first and second, totaling more than 70%. At present, Tencent has the sole control right of Huya and the same control right as Betta. For example, the merger of Huya and Betta will enable Tencent to control the merged entity alone, further strengthen Tencent's dominant position in the live game market, and at the same time enable Tencent to implement closed-loop management and two-way vertical blockade in the upstream and downstream markets, which has or may have the effect of eliminating and restricting competition, which is not conducive to fair competition in the market, may harm the interests of consumers, and is not conducive to the standardized, healthy and sustainable development of online games and live game markets. After evaluation, Tencent's additional restrictive conditional commitment scheme cannot effectively solve the above competitive concerns.
According to Article 28 of the Anti-Monopoly Law and Article 35 of the Interim Provisions on Centralized Examination of Operators, the General Administration of Market Supervision decided to prohibit this centralized behavior of operators according to law.
Source: General Administration of Market Supervision
? (investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comment: the overall RRR cut is good, and the index is expected to be repaired at the beginning of the week.
On Friday, the market indexes of the two cities fluctuated and adjusted, and the total market turnover decreased compared with the previous trading day. Specifically, the Shanghai Composite Index closed down 0.04% at 3,524.09 points. The Shenzhen Component Index fell 0.26% to close at 14844.36; Growth enterprise market fell 0.69% to close at 3409.5438+0.
On the disk, non-ferrous metal stocks, lithium battery stocks and chemical stocks were active, with the highest gains, while brewing stocks were relatively weak. From the trend point of view, the Shanghai Composite Index has bottomed out, and it is still in the pattern of box shock. With the news that RRR cut interest rates over the weekend, the index is expected to continue to rebound at the beginning of this week. However, if the GEM index hits a new high, there will be multiple top-deviating structures.
In operation, it is recommended to avoid stocks with higher gains and high positions. It is suggested to pay attention to the upstream and downstream concept stocks of lithium batteries, resource cycle stocks, photovoltaic concept stocks and stocks with good performance in the interim report.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macroscopically, the central bank lowered the RRR by 0.5 percentage points, releasing long-term funds of about 1 trillion yuan.
In order to support the development of the real economy and promote the steady decline of comprehensive financing costs, the People's Bank of China decided to reduce the deposit reserve ratio of financial institutions by 0.5 percentage points in July 20021and 15 (except for financial institutions that have implemented the deposit reserve ratio of 5%). After this reduction, the weighted average deposit reserve ratio of financial institutions is 8.9%.
Since the beginning of this year, the prices of some commodities have continued to rise, and some small and micro enterprises are facing operational difficulties such as rising costs. China adheres to the stability and effectiveness of monetary policy, and does not engage in flood irrigation, but makes precise efforts to increase support for small and micro enterprises. In the next step, the People's Bank of China will continue to implement a prudent monetary policy, adhere to the principle of prudence, maintain a reasonable and abundant liquidity, keep the growth rate of money supply and social financing basically matching the nominal economic growth rate, do a good job in cross-cycle design, support small and medium-sized enterprises, green development and technological innovation, and create a suitable monetary and financial environment for high-quality development and supply-side structural reform.
Source: People's Bank of China.
Comments: The RRR cut is a routine operation after the monetary policy returns to normal. Part of the released funds will be used by financial institutions to repay the medium-term loan facility (MLF) due, and part of the funds will be used by financial institutions to make up for the liquidity gap caused by the tax peak in the middle and late July, so as to increase the proportion of long-term funds of financial institutions, and the total amount of liquidity in the banking system will remain basically stable. The purpose of RRR interest rate cut is to optimize the capital structure of financial institutions, enhance financial service capabilities and better support the real economy. The overall reduction of RRR has released about 65,438+0 trillion yuan of long-term funds. Although the main purpose of RRR interest rate cut is to better support the real economy rather than the capital market, in the short term, the overall liquidity environment of the market is worry-free, and the real economy is good, so the performance of listed companies will naturally rise, thus supporting the company's share price.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Non-ferrous metals industry: rare earth counterattacks, high demand for restocking, and a new wave of price increases.
After bottoming out in stages (June, 20021year), the price of rare earth rose for several days in a row: as of July 2, the average price of light rare earth praseodymium neodymium oxide and metal was 54.35 yuan/ton and 667,500 yuan/ton, respectively, which was 16% and17% higher than the bottom; In terms of heavy rare earths, the average price of dysprosium oxide and terbium was 2,446.63 million yuan/ton, up 6% year-on-year and 7% at the bottom.
Source: soochow securities research report.
Comments: Benefiting from the high demand in the downstream new energy and energy-saving fields, the supply of rare earths is subject to a quota system, and the tight supply and demand pattern in the rare earth industry is expected to be maintained for a long time; The inventory of downstream manufacturers has rapidly gone to chemical, and the price of rare earth has experienced a phased correction since it peaked in March. The demand for restocking is expected to start, and the price of rare earths has the power to continue to rise.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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Third, the new share subscription tips
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The subscription code of Ruikeda is 787800, and the subscription price is 15.02 yuan.
The subscription code of Yiheda is 30 1029, and the subscription price is 14438+04 yuan.
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Four. Key stock recommendation
View the full version of early view (customized path by month: discovery-information-information products-information-early view; Single customized path: discovery-gold medal appraisal-early viewing)