A selection of financial news
Central Committee of the ****, the State Council: to increase law enforcement in key areas such as food and drug, education and training
Central Committee of the ****, the State Council issued the "Rule of Law Government Construction Implementation Outline (2021-2025)". which proposes to increase law enforcement in key areas. Increase food and drug, public **** health, natural resources, ecological environment, production safety, labor security, urban management, transportation, financial services, education and training, and other key areas of interest to the masses of law enforcement efforts. We will sort out the outstanding problems strongly reflected by the public in each area and carry out focused special rectification. For those with high potential risks that may lead to serious adverse consequences, daily supervision and law enforcement inspections will be strengthened to prevent and defuse the risk of violations at the source. To establish and improve the system of punitive damages and huge fines for serious violations of the law, and the mechanism of lifetime ban, so that serious violators pay the due price.
Source: stocktimes.com
Ministry of Agriculture and Rural Affairs: Increase support for the development of seed industry in key regions
According to the Ministry of Agriculture and Rural Affairs on August 11th, the Ministry of Agriculture and Rural Affairs in the summary of the reply to the fourth session of the 13th National People's Congress, No. 3522, pointed out that the Ministry of Agriculture and Rural Affairs attaches great importance to the northwestern arid areas Since the 13th Five-Year Plan, the Ministry of Agriculture and Rural Affairs has supported the development of the seed industry in the Yangling Demonstration Zone, located in the hinterland of the Northwest Dry Zone, through the Modern Seed Industry Enhancement Project and other funding channels.
Source: China Securities Network
Ministry of Agriculture and Rural Affairs: will cultivate breakthrough livestock and poultry breeds with independent intellectual property rights
According to the website of the Ministry of Agriculture and Rural Affairs on the 11th, the Ministry of Agriculture and Rural Affairs, in the summary of the reply to the fourth session of the 13th National People's Congress, No. 3548, the proposal pointed out that, as a next step, will further increase the support for the livestock and poultry seed industry, promote the accurate identification of livestock and poultry genetic resources, cultivate a number of breakthrough varieties with independent intellectual property rights, to ensure that the core seed source of livestock and poultry independent and controllable.
Source: Zhongxin Jingwei
Beauty to be cautious of the State Drug Administration: acid brush to be carried out in medical institutions
Scientific understanding of "acid brush" beauty, "acid brush" treatment needs to be carried out in medical institutions with medical institutions, the State Drug Administration website said on the 11th article. The treatment should be carried out by trained professionals in hospitals or clinics with medical qualifications.
Source: China Newswire
Development and Reform Commission: production increased demand decreased coal supply and demand situation has improved significantly
Recently, the national coal production has increased significantly, demand continues to fall, the power plant coal supply has been greater than coal consumption. Production, the daily output of coal in Jinshan, Shaanxi and Mongolia increased by nearly 800,000 tons compared to the same period in July. Demand, "seven down eight up" summer coal peak period is coming to an end, coal demand in general is continuing to fall trend. It is expected that later, with the successive release of coal production capacity, production will continue to increase, coal supply and demand situation will further improve.
Source: NDRC website
(Investment adviser? Cai Jin? Registered investment adviser certificate number: S0260611090020)
Two, the market hot spot focus
Market review: index shock consolidation, the concept of energy storage stocks led the rise of the two markets
Wednesday, the two markets index shock consolidation, the market's total transaction amount decreased compared to the previous trading day. Specifically, the Shanghai index closed up 0.08%, closing at 3532.62 points; the Shenzhen Composite Index fell 0.24%, closing at 15021.17 points; GEM fell 0.91%, closing at 3437.06 points.
On the disk, energy storage concept stocks, coal stocks and special high-pressure concept stocks were active, the top gainers, liquor stocks are relatively weak. From the trend, the index has signs of stagnation, short-term or retracement risk.
Operationally, do a good job of throwing and sucking, low is still a good opportunity to layout. It is recommended to pay attention to the performance support, not much of the resource class cycle stocks, lower position of the military stocks, energy storage concept stocks and the report to the good stocks.
(Investment adviser? Yu Dechao? Registered Investment Advisor Certificate No.: S0260613080021)
Macro Viewpoint: Central Bank July financial data: M1, M2 both fell back slightly cooling economic activity
August 11, the central bank released July financial statistics and social financing scale data. The data show that broad money (M2) grew by 8.3% year-on-year, narrow money (M1) grew by 4.9% year-on-year, the growth rate of both declined; social financing grew by 10.7% year-on-year, slowing down from the previous month's growth rate. Specifically, in July, the M1 balance of 62.04 trillion yuan, an increase of 4.9% year-on-year, the growth rate than the end of last month and the same period last year were lower than 0.6 and 2 percentage points, at the same time hit a record low since February 2020.M2 balance of 230.22 trillion yuan, an increase of 8.3% year-on-year, the growth rate than the end of the last month and the same period last year were lower than the end of the last month and the same period last year were lower than the growth rate of 0.3 and 2.4 percentage points, the growth rate with the same as in May. The balance of money in circulation (M0) was 8.47 trillion yuan, up 6.1% year-on-year.
RMB loans increased by 1.08 trillion yuan in July, 90.5 billion yuan more than a year earlier. Sector-wise, household loans increased by 405.9 billion yuan, of which short-term loans increased by 8.5 billion yuan and medium- and long-term loans increased by 397.4 billion yuan; loans to enterprises (business) increased by 433.4 billion yuan, of which short-term loans decreased by 257.7 billion yuan, medium- and long-term loans increased by 493.7 billion yuan, and bill financing increased by 177.1 billion yuan; and loans to non-banking financial institutions increased by 177.4 billion yuan.
As for social financing, the increment of social financing scale in July 2021 was 1.06 trillion yuan, 636.2 billion yuan less than the same period of the previous year; the stock of social financing scale at the end of July was 302.49 trillion yuan, up 10.7% year-on-year. From the perspective of individual line items, the main drags on the growth of social financing stock are foreign currency loans to the real economy, entrusted loans, trust loans, and undiscounted bankers' acceptances.
Source: 21st Century Business Herald
Comment: M1, M2 both year-on-year, chain growth rate fell, mainly due to the cooling of business activities, while the real estate market activity has also cooled down. The social financing data is less than expected, but also with the real estate control tightened and the decline in business activities are related. This news is negative for the market.
(Investment adviser? Cai Jin? Registered investment adviser certificate number: S0260611090020)
Power equipment industry: market-oriented grid curtain opened, pushing up the new energy and energy storage installed capacity elasticity
Recently, the National Development and Reform Commission, the National Energy Board jointly issued the "on the encouragement of renewable energy power generation enterprises to build their own or buy peaking capacity to increase the size of the grid (notice). grid-connected scale (NDRC Run [2021] No. 1138)".
The policy indicates that the key to realizing carbon peak is to promote the development of renewable energy, the key to promoting the development of renewable energy lies in the consumption of renewable energy, and the key to guaranteeing the consumption of renewable energy lies in the access to the grid, peak shifting, and energy storage; therefore, the development of renewable energy and the consumption of renewable energy are equally important, and the development of renewable energy, grid connection, and consumption of renewable energy need to be synchronized to study and promote. In order to enhance the system's consumption capacity, the policy encourages wind power and photovoltaic development enterprises to use market-oriented grid-connected construction of new energy projects, wind power and photovoltaic development enterprises can obtain more new energy grid scale, while at the same time need to assume additional responsibility for consumption.
Source: Ping An Securities research report
Comment: Overall, the introduction of the policy is expected to accelerate the new energy market-oriented grid mode, the development of energy storage and other peaking resources to form an important role in promoting the development of energy storage and other peaking resources, the rapid development of energy storage and other peaking resources will enhance the power system's new energy consumption capacity, to open up the new energy growth space. It is recommended to pay attention to new energy and energy storage plate.
(Investment Advisor Yu Dechao Registered Investment Advisor Certificate No.: S0260613080021)
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