The rhythm of market rotation accelerated, the operation should be flexible to control the position to participate in, not blindly chasing up and down

A selection of financial news

The NSE's first full-network test ended, and the brokerage app added a new "NSE trading area"

September 25, the NSE conducted its first full-network test. This time the main test of the market participants in the main body of the North Exchange on the opening of the technical readiness of the market, the North Stock Exchange, the settlement company, brokerage firms, etc. to participate. It is understood that the test simulated a full trading day, including pre-disc pooled bidding, continuous bidding after the opening, after the close of the pooled bidding, block trading, etc.. The reporter was informed that the test environment, many brokerage firms on the APP transformation, some brokerage firms in the APP added a new "BeiShi trading area" to facilitate customers to quickly understand the trading rules of the BeiShi, the content of the investment and education, as well as the convergence of the BeiShi trading portal, the opening of access to the portal and so on.

Northeast residents were pulled to limit the power, Guangdong initiative 3-story office building below the suspension of the elevator! A number of listed companies affected

"Power restrictions", "shutdown" and so on has become the focus of attention of recent market parties. In the first half of the "dual-control" target completion situation out, around the more accelerated pace to promote energy consumption "dual-control" initiatives, the recent energy consumption in many places "dual-control" tightened, textile, iron and steel industry Enterprises appeared to limit production and shutdown phenomenon. Recently, not only industrial power, even private power was also pulled, Northeast power restrictions are also in the social network screen. 26, Guangdong Provincial Energy Bureau and Guangdong Power Grid Co., Ltd. jointly issued "to the province's power users in an orderly manner, saving power initiative. The initiative requires the province at all levels of party and government organs, institutions to take the lead, take the lead in practicing green energy-saving office, air-conditioning cooling temperature setting is not less than 26 ℃, air-conditioning operation to keep the windows and doors closed during the non-working hours of air-conditioning and other office equipment power supply in the off state, the office 3 floors and the following to stop the use of elevators; initiative of the province's industrial and commercial enterprises to actively participate in the conservation of electricity, to support and cooperate with the implementation of the orderly use of electricity. At the same time to encourage the general public to take a moderate savings, green and low-carbon family lifestyle, home lighting to maximize the use of natural light, less open lamps, to encourage the air conditioning set temperature of not less than 26 ℃. In addition, according to a number of local power supply company's notice, the intensification of the conflict between supply and demand of electric coal is also an important reason for the tightening of the supply and demand situation of the local power grid.

Meng Wanzhou returned to the country on the same day , Huawei took the first place of three Chinese companies

September 25 evening, Huawei's chief financial officer Meng Wanzhou in the end of the Canadian side of the nearly three years of unlawful detention, taking the Chinese government chartered aircraft arrived at Shenzhen Baoan International Airport, returned to the motherland successfully. On the same day, the 2021 Top 500 Chinese Private Enterprises list was released in Changsha, Hunan Province, and Huawei continued to reign as the first on the Top 500 list. Huawei also issued a statement on the 25th: We look forward to Ms. Meng's safe return to her home country as soon as possible and reunion with her family. Huawei will continue to defend its rights in the U.S. District Court for the Eastern District of New York in the company's lawsuit. The same on the 25th came out of the "2021 China's top 500 enterprises list" shows that Huawei with 141.893 billion yuan to occupy the first place in China's top 500 enterprises R & D investment, with 90,000 pieces of China's top 500 enterprises to occupy the first place in the number of invention patents.

Shanghai Stock Exchange Supervisor Pan Xuexian: Continuing to promote the "new blue chip" action, focusing on improving the quality of listed companies

Shanghai Stock Exchange Supervisor Pan Xuexian at the 2021 Zhongguancun Forum "Multi-level capital market to help economic high-quality development. The role of the Science and Technology Innovation Board (STIB) in empowering the development of science and technology enterprises is becoming more and more obvious. SSE will fully assist the construction of Beijing International Science and Technology Innovation Center. Beijing has always been a key area for SSE's services, and it is SSE's due responsibility to help high-quality enterprises connect to the capital market. SSE will take the Beijing Science and Technology Innovation Board as the center, concentrate its advantageous resources, make precise efforts, and cooperate with each other to introduce the living water of the capital market. It will continue to promote the "New Blue Chip" initiative and focus on improving the quality of listed companies.

Ministry of Commerce: By 2025, villages will be connected to express delivery, and counties will have logistics and distribution centers

Yin Hong, deputy director of the Circulation Development Department of the Ministry of Commerce, said the Ministry of Commerce will accelerate the implementation of the construction of the county business action in conjunction with the relevant departments as a next step, focusing on the establishment of a perfect county integration to county cities as the center of the townships as the focus of the village-based rural commercial system, and strive to achieve the goal of building a better rural commercial system, and to improve the quality of life of the people. Rural business system, and strive to 2025 in areas with the conditions to basically realize the county county chain supermarkets and logistics distribution centers, townships have trade centers, village express, focusing on the promotion of enterprise supply chain logistics and distribution and commodity service sinking, to promote the farmers' income and rural consumption of the double enhancement.

Zhejiang ten departments jointly investigated the medical beauty mess: covering "appearance anxiety" propaganda, illegal medical loan

Zhejiang medical beauty mess rectification to move real. September 26, this reporter was informed by the Health Commission of Zhejiang Province, the province's 10 departments Jointly issued a "medical cosmetic disorder rectification hundred days of action program", decided from September to December to jointly carry out medical cosmetic disorder rectification hundred days of action. It is worth noting that this medical beauty rectification action is different from previous years, not only the investigation and handling of illegal medical beauty behavior, but also covers the "look anxiety" and other illegal medical beauty advertising and promotion, medical beauty equipment network sales, illegal medical beauty loan involving illegal medical beauty whole chain, the whole chain of illegal behavior of the investigation and handling.

(Investment adviser: Lin Xu Rui, practice certificate No. S0260615100004)

Second, the market hot spot focus

Market comment: the market rotation tempo accelerated, the operation of the appropriate flexibility to participate in the control of the position, do not blindly chasing after the rise of the kill

Market comment: market rotation tempo accelerated, the operation of the appropriate flexibility to participate in the control of the position, not blindly chasing after the kill

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On Friday, the A-share indexes collectively opened lower after the high fall, showing a differentiated trend, the performance of the index is relatively strong. As of the close of business: the Shanghai index fell 0.80%, at 3613.07 points; the Shenzhen Composite Index fell 0.21%, at 14357.85 points; GEM index rose 0.80%, at 3207.82 points. The two cities combined turnover of 1283.4 billion yuan; northward funds net buying 2.730 billion yuan. Plate observation: food and beverage, tourism, brewing and other sectors rose; while coal, steel, building materials and other sectors fell. Plates and stocks are still differentiated rotation speculation phenomenon, in the context of the weak macroeconomic recovery, difficult to support the A-share comprehensive trend up market, the market maintains the structural opportunity to play the market. Considering the weekend news is smooth, this week for the last trading week before the holiday, the index is expected to oscillate mainly, it is recommended to maintain a flexible position to deal with the long vacation market changes. Market rotation tempo accelerated, the operation to avoid chasing up and down, low attention to brokerage, wind power, military, low-priced in the head of the labeled stocks. The stock market is risky, investment need to be cautious.

(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)

Macro Perspectives: National Energy Board: Adapt to new energy as the main body of the new electric power system construction

Events: the National Energy Board Comprehensive Division of the Energy field on the "deepening of the "discharge management services" in the energy field. "Release management service" reform to optimize the implementation of the business environment (draft) "public comments. Proposed to support coal, oil and gas and other enterprises to use existing resources to build photovoltaic and other clean energy power generation projects, to promote the integration of natural gas power generation and renewable energy development projects, and to promote the synergistic development of fossil energy and renewable energy. It adapts to the construction of a new type of power system mainly based on new energy, and promotes better synergy between coal power and new energy development. Further encourage and optimize the long-term agreement mechanism to ensure stable energy supply.

Source: Interface News

Comment: From the news: the National Energy Board said, to adapt to new energy as the main body of the construction of new power systems, it is expected that the news on the "green power" concept stocks will bring short and medium-term stock price catalytic effect can be appropriate and reasonable low layout attention.

(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)

Communication industry: the overall operation continues to improve, pay attention to the high-growth track investment opportunities

Events: the overall operation of the communication industry in the middle of the year 2021 continues to be good. 2021 The first half of the overall revenue of the communications sector was 587.360 billion yuan, an increase of 17.54% year-on-year from the mid-2020, an increase of 20.7% from the mid-2019, with a 2-year CAGR of 9.87%, and a net profit of 31.396 billion yuan from the mother of the net profit, an increase of 26.60% year-on-year from the mid-2020.

Source: Wanlian Securities Research Report

Review? Currently, the development momentum of the digital economy is still very strong, new forms of business, new models continue to emerge, the communications industry as the underlying channel for data dissemination will provide strong support for the development of the manufacturing industry. From the industry trend, in the second half of the year with the acceleration of 5G construction, the industry boom or will continue to rise, it is recommended that a reasonable low attention to the configuration.

(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)

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