1. Selected financial news
Beijing: Cultivate 10-15 leading companies in the hydrogen energy industry chain with international influence by 2025.
Beijing released the hydrogen energy industry development implementation plan (2021-2025). It is proposed that by 2025, there will be a basis for large-scale promotion of the hydrogen energy industry, the industrial system and supporting infrastructure will be relatively complete, 10-15 leading enterprises in the industry chain with international influence will be cultivated, and the Beijing-Tianjin-Hebei region will have a cumulative hydrogen energy industry chain The industrial scale exceeds 100 billion yuan and carbon emissions are reduced by 2 million tons. In the field of transportation, explore the business model for the construction of larger-scale hydrogenation stations, strive to complete the construction of 37 additional hydrogenation stations, and achieve the cumulative promotion of fuel cell vehicles exceeding 10,000 units; in the field of distributed energy supply, within the Beijing-Tianjin-Hebei region Explore commercial models for power supply and heating in more application scenarios, build a "hydrogen into thousands of homes" smart energy demonstration community, and promote distributed power generation systems with a cumulative installed capacity of more than 10MW.
For the first time in the past six years, A shares! Trading volume exceeded one trillion for 19 consecutive days!
On August 16, the Shanghai Composite Index rose by 0.03%, and the Shenzhen Composite Index fell by 0.71%. There was nothing special about the index performance, but the transaction volume of A-shares that day was about 1.26 trillion yuan, 19 consecutive years. The volume of transactions exceeded one trillion yuan in one trading day, and it was the first time in the past six years that the number of consecutive transactions exceeded one trillion yuan. During the recent period when the transaction volume exceeded one trillion yuan, what stocks did some of the more influential funds buy? This may be a topic of concern to many investors. However, since the public equity, private equity and other institutions have not yet reached the third quarter report disclosure period, we cannot know the recent comprehensive trends of such institutions. However, we can still get a glimpse of the trends disclosed by Beijing Capital and others based on relevant data.
Shanghai Stock Exchange: Adhere to the positioning of the Science and Technology Innovation Board and lay a solid foundation for the steady implementation of the registration system in the entire market.
In the past two years, the Science and Technology Innovation Board has gradually accelerated the high-level cycle of technology, capital, and real economy, and the ideological, practical, market, and legal foundations of the registration-based reform have become increasingly solid. However, in the opinion of experts, the Science and Technology Innovation Board is still a new baby, and the results of the reform are still phased results. There are still some problems that need to be faced and solved. The Shanghai Stock Exchange stated that the next step will focus on adhering to the positioning of the Science and Technology Innovation Board, guiding market entities to return to their duties, actively improving measures related to the issuance and pricing of new shares, promoting the high-quality development of the Science and Technology Innovation Board and strengthening supervision, and laying a solid foundation for the steady implementation of the registration system in the entire market. .
600 billion + 10 billion! The central bank steps to "replenish water" institutions: it is expected to cut the reserve requirement ratio again in the fourth quarter.
According to the central bank’s website, considering that financial institutions can use part of the liquidity released by lowering the deposit reserve ratio in July to return MLF due in August, the People’s Bank of China launched a 600 billion yuan MLF operation on August 16 ( Including the renewal of the MLF expiration on August 17) and 10 billion yuan reverse repurchase operations, fully meeting the liquidity needs of financial institutions and maintaining reasonable and sufficient liquidity. The "scissors gap" between PPI and CPI will continue for some time in the second half of the year. The real economic operating environment of small and micro enterprises that are generally in the middle and lower reaches is under pressure and needs monetary policy support. One of the specific measures is to guide the real economy's loan interest rates to stabilize and decrease, and to offset the operating pressure brought by rising raw material costs to small and micro enterprises. In the fourth quarter, the central bank is likely to implement another RRR cut and push down the one-year LPR quotation, which will in turn drive down corporate loan interest rates.
People’s Daily, Director of the National Energy Administration, writes: Services ensure that the carbon peak and carbon neutrality goals are achieved as scheduled.
Recently, Zhang Jianhua, Secretary of the Party Leadership Group and Director of the National Energy Administration, wrote in the People’s Daily that he clearly focused on strategic tasks, adhered to the two major directions of saving energy and reducing emissions, and took supply-side structural reform as the main line. The demand side makes concerted efforts to strictly control coal power projects and coal consumption, accelerate the development of non-fossil energy sources such as wind power and solar power, continuously expand the supply of green and low-carbon energy, vigorously reduce energy consumption with high energy consumption and high carbon emissions, and achieve high Quality supply and demand interaction promotes effective implementation of tasks. Formulate and introduce an energy carbon peak implementation plan and measures in sub-fields such as electricity, coal, oil and gas, new energy, energy storage, and policy systems, clarify overall requirements, main goals, and key tasks to ensure that a blueprint is drawn to the end.
(Investment consultant: Lin Xurui, practicing certificate number S0260615100004)
2. Market hot spots focus
Market comments: Hot sectors are rapidly rotating for speculation, and it is recommended not to chase the rise and kill the fall
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The major A-share indexes were volatile and differentiated on Monday. As of the close, the Shanghai Composite Index closed slightly up 0.03% to close at 3517.34 points; the Shenzhen Stock Exchange Component Index fell slightly by 0.71% to close at 14693.74 points; the ChiNext Index closed weakly. The decline reached 1.31%, closing at 3301.39 points. The daily K-line was negative for four consecutive times. The turnover of the two cities exceeded 1.25 trillion yuan, and the net purchase of northbound funds on that day was 6.202 billion yuan. Disk observation: Semiconductors, hydrogen energy, securities and other sectors were among the top gainers; non-ferrous metals, coal, building materials and other sectors were among the top losers. The gains of individual stocks in the sector are clearly differentiated. At this stage, domestic monetary policy remains relatively stable, the economy maintains a weak recovery, and the market as a whole remains volatile. Considering the recent rapid rotation and speculation of hot sectors in the two cities, it is recommended not to chase the rise or the fall in terms of operation. On dips, locate sectors with good interim results and continued rebound in prosperity. It is recommended to pay attention to sectors such as securities firms, military industry, chemicals, and semiconductors, and try to avoid them. Pure theme stocks with poor performance. There are risks in the stock market, so investment needs to be cautious.
(Investment consultant Gu Zhixiong registered investment consultant certificate number: S02606611020066)
Macro perspective: The policy pilot is launched, and the photovoltaic installation volume is expected to increase rapidly
Event: This year On June 20, the General Affairs Department of the National Energy Administration officially issued the "Notice on Submitting the Pilot Plan for the Development of Distributed Photovoltaic Photovoltaics on Rooftops in the Whole County (City, District)", announcing the official launch of a new round of pilot photovoltaic support policies. The reporter learned exclusively from the industry that 25 provinces have submitted county-wide pilot plans. From the perspective of the industry, this indicates that the industry structure is about to undergo major changes.
Source: Shanghai Securities News
Comment: Vigorously developing and utilizing renewable energy is an inevitable choice to ensure the security of my country’s energy supply and sustainable development. In recent years, the country has vigorously developed new energy Many supporting policies have been given to develop photovoltaic power generation and promote energy conservation and emission reduction, which have greatly promoted the development of photovoltaic industry.
(Investment consultant Gu Zhixiong’s registered investment consultant certificate number: S02606611020066)
Military industry: The United States once again sells arms to Taiwan, and the game between great powers verifies the long logic of industry development
Event: The United States once again approved arms sales to Taiwan. This is the first time since Biden took office. The game between major powers has verified the long logic of the development of the sector. This week, the number of fourth-generation fighter jets deployed by other countries around China exceeded 100 for the first time, and the deployment of China's advanced fighter jets may be accelerated.
Source: Guotai Junan Research Report
Comment: Recently, the United States has made frequent provocations and gradually increased the intensity of provocations. Tensions around China may gradually intensify. Peace needs to be safeguarded, and increasing investment in national defense is the key. A must, the long-term trend of the military industry is improving. In 2027, it is necessary to ensure that the centenary goal of building the army is achieved. During the 14th Five-Year Plan period, shortcomings are expected to be accelerated. The military industry is expected to continue to benefit in the long term. It is recommended to actively pay attention to allocation.
(Investment consultant Gu Zhixiong registered investment consultant certificate number: S02606611020066)
3. New share subscription tips
No new share subscription for 2021-8-17
p>4. Recommendation of key stocks
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