A selection of financial news
Strengthening the precise regulation of focusing on the guidance of expectations, monetary policy "stable" word at the head
With the gradual recovery of China's economy, the monetary policy has not appeared "The first five months of this year, the new RMB was added to the market, and the new RMB was added to the market in the first five months of this year. In the first five months of this year, the new RMB loans amounted to 10.6 trillion yuan, maintaining a year-on-year growth trend, showing that the monetary and credit policy support is still solid; interest rate levels are stable and liquidity is reasonably abundant, creating a favorable monetary environment for the real economy. Looking ahead to the next stage of monetary policy, a number of industry insiders believe that, under the premise of the total amount of moderate, the central bank will pay more attention to the use of structural monetary policy tools, to increase financial inclusion, green finance and other areas of support, to further serve the real economy; the RMB exchange rate is expected to remain basically stable at a reasonable equilibrium level.
Central bank: to strengthen the management of the Internet platform deposits and off-site deposits, in accordance with the law to strictly deal with high-interest solicitation of deposits and other violations
Central bank issued a "notice on the in-depth development of small and medium-sized microenterprises to enhance the capacity of financial services project". The Circular requires that branches of the People's Bank of China strengthen the supervision of deposit interest rates, give full play to the role of the market interest rate pricing self-regulatory mechanism, and guide banking financial institutions to reasonably determine deposit interest rates and stabilize the cost of liabilities. Strengthen the management of Internet platform deposits and off-site deposits, strictly deal with high interest rate solicitation and other violations in accordance with the law, and promote the reduction of the cost of liabilities of small and medium-sized banking financial institutions.
Vietnam's stock market soared! Trading volume so high that it forced the market to close
As of July 2, Vietnam's stock market's representative index, the VNINDEX, closed at 1,420.27, almost doubling compared to last year's low. Looking across the board, this rise in Vietnam is indeed rare. The most dramatic event for Vietnam's stock market in the past 18 months was the surge in trading volume on the Ho Chi Minh Stock Exchange, Vietnam's main exchange, which overloaded the system and forced trading to stop.
247 companies debuted on the market during the year, with more than five becoming manufacturing enterprises
According to the data, as of July 4, there were 247 A-share companies IPO-listed during the year according to the Securities and Futures Commission (SFC)'s industry classification, of which 141 were manufacturing enterprises, accounting for 57 percent. Manufacturing enterprises raised 103.667 billion yuan on debut; broken down by industry, special equipment manufacturing, computer communications and other electronic equipment manufacturing, electrical machinery and equipment manufacturing and other industries belonging to the IPO company accounted for a relatively high percentage; from the distribution of the listing point of view, there are 70 manufacturing enterprises listed on the Science and Innovation Board, the GEM board 42, and the main board of Shanghai and Shenzhen **** there are 29.
Ministry of Finance, Ministry of Agriculture and Rural Affairs: "14th Five-Year Plan" period to support the construction of national sea ranch
July 5, the Ministry of Finance, Ministry of Agriculture and Rural Affairs jointly issued a notice, "14th Five-Year Plan The Notice makes it clear that the support policy for fisheries development during the "14th Five-Year Plan" period will focus on two aspects of support: first, fisheries development subsidies will mainly support key projects incorporated into national planning and the promotion of fisheries safety and production and other facilities and equipment upgrading and reconstruction. It supports the construction of national-level sea ranches; the construction of modern fishery equipment and facilities; the construction of basic fishery public **** facilities; the green cycle development of the fishery industry; and the enhancement of fishery resources survey and conservation and international compliance capacity. In addition, other general transfer payments mainly support local governments to promote the high-quality development of fisheries in their regions in an integrated manner.
(Investment Advisor: Lin Xu Rui, Practice Certificate No. S0260615100004)
Second, the market hot spot focus
Market Review: plate show differentiation rotation speculation, the operation is not aggressive reasonable grasp of the plate rotation tempo to participate
Market Review: plate show differentiation rotation speculation, operation is not radical reasonable grasp plate rotation tempo to participate
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Monday A-share indexes showed a slight rebound, as of the close, the Shanghai index closed up 0.44%, closing at 3534.32 points; SZSE index rose 0.33%, closing at 14718.66 points; GEM index rose 0.55%, closing at 3352.12 points. Observations on the disk: semiconductors, communications equipment, coal and other sectors rose, medicine, banking, food and beverage sectors fell. Considering the recent hotspot rapid rotation speculation, the operation is recommended not to blindly chase up and down, in general, the current market to the nature of the good trend has not changed, but the global liquidity as well as inflationary disturbances, or the market will cause emotional impact. At the current stage to see the domestic monetary policy to remain stable, there will be no major changes in the short term, and the economy is still in the general trend of recovery, the characteristics of the second half of the overall bull market is still in the structural opportunities will still be staged in turn, the operation is not overly aggressive, to reasonably grasp the rhythm of plate rotation to participate in the recommended focus: semiconductor, new energy, medical services, military and so on. The stock market is risky, investment needs to be cautious.
(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)
Macro Viewpoints: The computer industry is actively focusing on the Hongmeng and industrial software sector
Events: The World Conference on Artificial Intelligence will be held in Shanghai from July 8 to July 10 this week. The event will be held in Shanghai from July 8 to July 10, at which Huawei will host the "*** build AI new heights, *** win smart new future | Ascend AI Summit Forum", Huawei will be released during the General Assembly of the Ascend chip of the whole scene of artificial intelligence applications, triggered a high degree of market attention.
Source: Guohai Securities
Comment: Accompanied by the acceleration of the digital transformation of domestic industry, intelligent manufacturing to promote superimposed on the wave of localization, the golden age of development of domestic industrial software. Analysis that Huawei Hongmeng as well as AIOT will be the continuity of the main line of the computer plate, in which the long-term industrial trend has been established, investors are advised to pay active attention.
(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)
Medical beauty industry: "supply-side reform",? Industry chain leading companies are expected to be strong
Event: June 10, 2021 "to combat illegal medical beauty services special rectification work program" was released, the National Health Commission jointly with the Central Office of Internet Information Office, the Ministry of Public Security and other combined 8 departments in June-December 2021 in the country to combat illegal medical beauty services special rectification work.
Source: Founder Securities research report
Comment: medical beauty industry "supply-side reform", industry chain leading companies are expected to be strong.2016 China Plastic and Cosmetic Association was established after the formal launch of institutional compliance, since then basically every year there is the release of the regulatory policy, China's medical beauty industry regulatory tightening The general trend, and the implementation of the strength is the key to influence the rhythm. It is expected that with the tightening of regulation of the medical beauty industry, compliance medical beauty market is expected to further enhance, if the future industry due to non-compliance caused by the "price war" can gradually slow down, the industry chain is expected to give priority to benefit from the realization of the strong and strong. It is recommended to pay moderate attention to the configuration of the low.
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
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Four, key stock recommendations
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