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Securities China Yang Yucheng/organized
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Latest progress in the epidemic
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National Health Commission : Yesterday, 126 new local confirmed cases were added, and 8823 new local asymptomatic infections were added
14-00-24:00, 31 provinces (autonomous regions, municipalities) and the Xinjiang Production and Construction Corps reported 167 new confirmed cases. Among them, there were 41 imported cases; 126 local cases (84 cases in Sichuan, 9 cases in Tibet, 7 cases in Inner Mongolia, 5 cases in Guangdong, 5 cases in Guangxi, 5 cases in Guizhou, 2 cases in Beijing, 2 cases in Chongqing, 2 cases in Xinjiang, 1 case in Tianjin, 1 case in Jiangxi, 1 case in Shandong, 1 case in Yunnan, and 1 case in Shaanxi), including 36 cases from asymptomatic infections to confirmed cases (27 cases in Sichuan, 5 cases in Inner Mongolia, 2 cases in Xinjiang, 1 case in Beijing, and 1 case in Tibet). No new deaths. No new suspected cases. From 0:00 to 24:00 on the 14th, 31 provinces (autonomous regions, municipalities) and the Xinjiang Production and Construction Corps reported 167 new confirmed cases. Among them, there were 41 imported cases (8 in Shanghai, 8 in Guangdong, 7 in Yunnan, 6 in Fujian, 4 in Sichuan, 3 in Liaoning, 2 in Beijing, 2 in Jiangsu, and 1 in Shandong), including 2 cases from asymptomatic infections to confirmed cases (all in Sichuan); 126 local cases (84 in Sichuan, 9 in Tibet, 7 in Inner Mongolia, 5 in Guangdong, 5 in Guangxi, 5 in Guizhou, 2 in Beijing, 2 in Chongqing, 2 in Xinjiang, 1 in Tianjin, 1 in Jiangxi, 1 in Shandong, 1 in Yunnan, and 1 in Shaanxi), including 36 cases from asymptomatic infections to confirmed cases (27 in Sichuan, 5 in Inner Mongolia, 2 in Xinjiang, 1 in Beijing, and 1 in Tibet). No new deaths. No new suspected cases.
Hainan Sanya: The temporary static management of the whole region will be lifted from 12:00 today
Sanya City New Coronavirus Pneumonia Epidemic Prevention and Control Command issued a notice: From 12:00 on September 15, 2022, the temporary static management of the whole region will be lifted and normal production and living order will be gradually restored. Open supermarkets, shopping malls, barber shops, restaurants (did not open for dine-in), open outdoor public places, allow express delivery and takeaway operations, and restore normal passage of buses, trams, private cars, taxis, online car-hailing, etc. in the area. Indoor closed business places such as cinemas, bars, KTVs, Internet cafes, and chess and card rooms are not open for the time being, farmers' markets are not open for the time being, and fishery production is not open for the time being. The city is not allowed to hold large-scale offline conferences, training, performances, exhibitions, sales, square dance and other gathering activities. Nursing homes, children's welfare homes, prisons, etc. are subject to closed management. Responsible for red affairs, funeral affairs, simple for red affairs.
Shijiazhuang police: A man deliberately tampered with the epidemic prevention notice and sent it to the WeChat group, and was detained for 10 days
Shijiazhuang Chang'an Public Security Bureau's official Weibo reported on September 15 that on September 13, the illegal act Sun Moujie (male, 28 years old, from Chang'an District, Shijiazhuang) deliberately tampered with the "Notice on Preventing the Risk of Epidemic Transmission" published online by the Yuhua District Epidemic Prevention Office, changing the time to "6:00 on September 14, 2022 to 6:00 on September 17", and changing the area to "Shijiazhuang Chang'an District, Qiaoxi District, Yuhua District ", and sending it to the WeChat group, fabricating facts disrupting public order , causing adverse effects. At present, in accordance with Article 25 of the "Public Security Administration Punishment Law of the People's Republic of China", the Chang'an police in Shijiazhuang imposed a ten-day administrative detention on Sun Moujie in accordance with the law.
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macro dynamics
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central bank carried out 400 billion yuan of one-year MLF operations, and the interest rate remained unchanged
central bank carried out 400 billion yuan of one-year MLF operations and 2 billion yuan of seven-day reverse repurchase operations, with the winning rates of 2.75% and 2.00% respectively, both of which were the same as before. Because there were 2 billion yuan of reverse repurchase and 600 billion yuan of one-year medium-term lending facilities today, a net withdrawal of 200 billion yuan was achieved on the same day.
Seven major banks adjust RMB deposit interest rates: 3-year cuts 15 basis points, the maximum strength is
Today, six state-owned banks ( ICBC , Agricultural Bank , Bank of China, CCB , Bank of Communications and Postal Savings Bank) and China Merchants Bank collectively lowered the RMB deposit listing interest rates.In this adjustment, in terms of fixed deposits, the biggest drop was the three-year whole deposit and withdrawal interest rate, with an intensity of 15 basis points, and the whole deposit and withdrawal interest rate for other periods was reduced by 10 basis points; the current deposit interest rate was also lowered, with an intensity of 5 basis points to 0.25%. At present, the interest rates of RMB deposit listings of the six state-owned banks and China Merchants Bank are consistent.
Deputy Governor of the Central Bank Zhang Qingsong: Adhere to the payment business return to its original source, standardize the payment business of platform enterprises
Deputy Governor of the People's Bank of China Zhang Qingsong said at the 11th China Payment and Clearing Forum that it is necessary to implement the work plan to strengthen the supervision of large-scale payment platform enterprises, promote payment and financial technology standardize and healthy development, insist on the payment business return to its original source, standardize the payment business of platform enterprises, accelerate the legislative process of non-bank payment institutions regulations, and consolidate the foundation of regulatory rule of law.
Zhang Qingsong, deputy governor of the People's Bank of China: The direct connection has been cut off safely and orderly, and a total of 71 payment institutions have been withdrawn in an orderly manner. Zhang Qingsong, deputy governor of the People's Bank of China, said at the 11th China Payment and Clearing Forum that payment institutions have been deeply engaged in the field of small-scale convenient retail payments and provide the public with safe, efficient and convenient payment services. In 2021, 439.5 billion non-cash payment transactions were handled nationwide, with a total amount of 4416 trillion yuan, which is 10.7 times and 3.4 times that of ten years ago. Over the past decade, the payment industry has developed with each passing day, optimized and improved the top-level design of payment, issued a series of management measures such as bank card collection , online payment, etc., and promoted the issuance of regulations on non-bank payment institutions. Establish supervision concepts such as law-based supervision, appropriate supervision, classified supervision, coordinated supervision, innovative supervision, etc., establish a centralized delivery mechanism for reserve funds, complete the direct connection in a safe and orderly manner, and withdraw from 71 payment institutions in an orderly manner.
Development and Reform Commission: Experts believe that pig prices will run within a reasonable range
Recently, the Price Department of the National Development and Reform Commission organized some industry experts to hold a meeting to re-analyze and re-analyze the supply and demand and price situation of the domestic pig market, and listen to experts' opinions and suggestions on ensuring supply and stabilizing prices in the pig market. Experts at the meeting pointed out that after the country strengthened reserve adjustment and information release guidance, the pace of slaughtering farms (households) is generally normal, and market transactions are more rational. According to comprehensive analysis, domestic pig and pork prices will generally operate within a reasonable range in the future, and it is not ruled out that some periods will fall. Experts suggest that further strengthen reserve regulation, and increase the government's pork reserve release when necessary to ensure market supply and price stability; strengthen market supervision and severely crack down on some self-media deliberately exaggerating the atmosphere of price increase in order to sell feed additives and veterinary drug products; strengthen expectation guidance, guide the market to trade rationally, prevent excessive pressure on the stock and secondary fattening from affecting market supply in stages, causing market prices to rise and fall. In the next step, the National Development and Reform Commission of will work with relevant departments to continue to pay close attention to the pig market trends, and take timely measures such as reserve adjustment and market supervision to ensure that pig prices run within a reasonable range and promote the long-term and healthy development of the industry.
The Development and Reform Commissions of many places carried out special investigations and policy reminders on port coal enterprises: It is strictly forbidden to increase additional prices by " Yin-Yang Contract " and other methods
According to the official Weibo of the National Development and Reform Commission, relevant parties have reported that the spot trading price of coal launched in the Bohai Rim port has risen rapidly recently. In accordance with the deployment requirements of the National Development and Reform Commission, Tianjin, Qinhuangdao City, Hebei Province, Tangshan City, , Cangzhou City, Jinzhou City, Liaoning Province and other development and reform commissions recently conducted special investigations on port coal enterprises to understand the coal sales and prices of relevant enterprises, remind and urge them to operate in compliance, strictly implement the signed medium- and long-term contract prices of electric coal, and strictly prohibit additional prices in "yin and yang contracts" and other methods, and keep the coal price within a reasonable range. Relevant companies have made commitments on strictly implementing relevant policies and selling coal within reasonable price ranges. The peak winter energy consumption peak is approaching, and stabilizing the coal market and prices is crucial to ensuring safe and stable energy supply and maintaining stable economic and social operation.The development and reform department will closely monitor the changes in the coal market and prices, and immediately remind and interview if the coal sales price exceeds a reasonable range. If the interview is still refused to correct it after the reminder, it will be transferred to the market supervision department for investigation and punishment in accordance with the law as a clue of suspected price gouging.
Ministry of Education: Improve measures to further consolidate and deepen the reform of the college entrance examination
At a press conference held by the Ministry of Education on the 15th, the relevant person in charge introduced that at present, the reform of the college entrance examination has achieved positive results, but the reform still needs to be further consolidated and deepened. In the next step, on the one hand, we will firmly adhere to the direction of reform, insist on starting from the perspective of helping promote the healthy development of students, scientifically selecting all kinds of talents and maintaining social fairness, systematically summarize reform experience and successful practices, timely track new situations and new problems encountered in the reform process, continuously improve reform measures, and promote the examination and enrollment system to be more mature and more standardized. On the other hand, we will strengthen reform coordination and further promote supporting reforms and basic conditions. Guide relevant provinces to further increase funding investment, strengthen the conditions for high schools and the construction of faculty, improve the professional capabilities of examination institutions, and provide strong conditions and guarantees for reform.
In addition, it will strictly regulate management and further improve the fair guarantee mechanism for examination and enrollment. Further tighten the cage of the system, improve the examination and enrollment management system, comprehensively strengthen supervision before, during and after the event, and effectively maintain fairness and justice in recruitment. Focus on scientific talent selection and further explore ways to select and train outstanding innovative talents. Carefully summarize experiences and practices such as the Strong Foundation Plan, follow the rules of selecting special talents, study and improve relevant examination and enrollment methods, and further open up channels for the development of top innovative talents.
Ministry of Education: Five categories of national college entrance examination bonus items have been canceled, and 95 categories of local bonus items have been gradually cancelled
At the twelfth press conference of the "1+1" series of "The Ten Years of Education" held by the Ministry of Education today, Wang Hui, Director of the Student Department of Colleges and Universities of the Ministry of Education, said that in recent years, the Ministry of Education has continued to clean up and standardize the extra points of the college entrance examination, achieving the goal of "significant reduction and strict control".
Wang Hui introduced that in 2015 and 2019, the Ministry of Education, together with relevant departments, carried out two rounds of cleanup and standardized college entrance examination bonus work in accordance with the principle of "promoting fairness, standardizing management, and scientific and accurate", and clearly canceled five types of national college entrance examination bonus projects, including sports students, middle school students' Olympic competitions, science and technology competitions, provincial outstanding students, and outstanding ideological and moral deeds, and guided local governments to reduce local bonus projects and further reduce the bonus points. At present, 5 categories of national college entrance examination bonus items have been cancelled, and 95 categories of local bonus items have been gradually cancelled. Work with relevant departments to promote the increase of points for ethnic minorities more accurately.
Shenzhen: Strive to build a financial technology center city with international influence by 2025
Shenzhen Municipal Local Financial Supervision and Administration Bureau issued a notice on public soliciting opinions on the "Shenzhen Financial Technology Special Development Plan (2022-2025) (Draft for Public Comments). The notice mentioned that by 2025, we will strive to further improve the ecological environment of the financial technology industry, cultivate a number of leading financial technology enterprises and industry benchmarks, strive to break through a number of cutting-edge key technologies in financial technology, promote the application of a number of high-quality financial technology innovation achievements, promote the formation of a number of financial technology business standards, and build Shenzhen into a financial technology center city with international influence.
Ministry of Public Security: From October 1, my country will further relax the inspection cycle of private cars
According to CCTV, the reporter learned from the Ministry of Public Security that from October 1, my country will further relax the inspection cycle of private cars. This reform will further optimize and adjust the inspection cycle of non-operating small and micro passenger cars and motorcycles. The original non-operating small and micro passenger cars will be inspected three times within 10 years, that is, the inspection will be inspected twice in the 6th, 8th and 10th years, that is, the inspection will be inspected twice in the 6th and 10th years. For non-operating small and micro passenger cars and motorcycles that have been in operation for more than 10 years, they will be uniformly adjusted to be inspected once a year in the future. However, within 10 years, these two types of vehicles still need to apply for inspection and pass marks from the public security organs every two years.
Insured Fund plans to issue the "Management Measures for the Monitoring System of the Securities Market Trading and Settlement Funds". In four situations, it will push a major warning to Securities Regulatory Bureau
. According to China Securities News, according to securities firms, China Securities Investor Protection Fund Co., Ltd. recently drafted the "Management Measures for the Monitoring System of the Securities Market Trading and Settlement Funds (Draft for Comments)" and recently solicited opinions from relevant securities companies and depository banks . The "Management Measures" mainly regulates the basic work requirements of the monitoring system, which clearly defines four situations: securities companies and designated commercial banks that have malicious misappropriation of customer transaction settlement funds, major risks and hidden dangers in the safety of customer funds, and fraud in reporting data. The insured fund company will push a major warning to the Securities Regulatory Bureau.
first commercial hydrogen fuel vehicle in Guangxi
According to Sinopec News Office, the first batch of commercial hydrogen fuel vehicles in Guangxi were officially delivered and used at the Sinopec Guangxi Petroleum Nanning Xinyang "Oil, Gas, Hydrogen and Electrical Services" comprehensive energy-raising station yesterday. According to Sinopec , the commercial hydrogen-fueled car can be filled with hydrogen in 5 minutes and has a range of 400 kilometers. At present, Guangxi Petroleum has built five hydrogen refueling stations.
Zhejiang Zhuji: Group purchase of more than 10 commercial housing units can be reduced to 8% from the registration price floating benchmark
Zhejiang Shaoxing Zhuji, Zhejiang Province recently released a series of new real estate policies, involving increasing support for housing provident fund, implementing deed tax subsidies, and encouraging real estate companies to carry out group purchase discounts. From November 1, 2022 to December 31, 2022, if newly built commercial housing is purchased, subsidies will be given based on 80% of the local retained part of the deed tax paid. On the basis of the registration price floating benchmark, the group purchases of 5 or more units (3 or more units of stacked or row houses) can be reduced by less than 5%, and the group purchases of 10 or more units (6 or more units of stacked or row houses) can be reduced by less than 8%.
An Yixuan husband Chen Ronglian is involved in 83 counts of crimes and will be tried in December
According to Macau Daily , An Yixuan's husband and Dejin Group head Chen Ronglian was charged with 83 counts of crimes such as illegal operation of gambling, fraud, and money laundering in the licensed place. The case will be heard on December 5. The accusation document pointed out that Chen Ronglian's total transcoding number in the past six years of operation is about HK$34.9 billion (about 30.9 billion), earning at least about HK$1.5 billion (about 1.3 billion) of improper benefits.
control plan pointed out that Chen Ronglian established the "Dejin VIP Club" and has been operating "bet bottom" with the defendants in various casinos since at least 2014. He used "outsole" or "star numbers" as the code internally to accept "bet bottom" bets for gamblers in private in an agreed proportion, and increased the "bet bottom" bets on "bet bottom" in multiples, and the code commission was also doubled. In order to avoid supervision and inspection by the Broadcasting Supervision Bureau, the Group will submit false financial statements .
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Financial institution
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00 billion private equity Jinglin Asset apologized for poor performance, latest response: This year is close to the market performance
According to China Securities Journal, recently, a news about "Jinglin Asset apologizes to channels for reflection and apologizes to the asset management circle because of its loss of nearly 20% this year" has continued to be popular in the asset management circle. From a certain channel organization, Jinglin Asset said that "Jinglin's performance this year is close to the overall market performance, and it is also in line with the company's high elasticity style (close to the market when the market is weak and leads significantly in the bull market). Many senior investors also expressed their understanding." In addition, Jinglin Asset also stated, "The asset portfolio managed by the company has not achieved positive returns in the past six months, which is also a relatively weak stage since the establishment of the portfolio; as a portfolio manager, I am indeed anxious, but Jinglin will continue to examine and adjust the portfolio while bearing pressure; in the face of the future, Jinglin still maintains confidence in the company's products and China's economic development prospects."
Hongling Venture Capital Zhou Shiping and 18 other people were filed and transferred to the Shenzhen Intermediate People's Court
According to Interface News, it is reported that 18 other people, including Zhou Shiping, the actual controller of Hongling Venture Capital, known as the "godfather of online lending", have been transferred to the Shenzhen Intermediate People's Court for trial. The filing time is September 8. It has entered the trial stage and will be held at a later date.On March 23, 2019, Hongling Venture Capital officially announced the liquidation and launched the plan to "complete redemption of all loans by lenders within three years." However, the clearance situation was not satisfactory, and the clearance progress was far less than expected by the promise.
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Market data
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Noon Comment: The ChiNext Index fell 2.7% in half a day, and the track sectors such as Fengguang Reserve collectively fell
As of the afternoon session on the 15th, the Shanghai Composite Index fell 1.01%, the Shenzhen Component Index fell 1.81%, and the ChiNext Index fell 2.72%. market early trading opened high and closed low , the Shanghai Composite Index fell more than 1%, approaching the 3200 point mark, the ChiNext Index fell more than 2.7%, and the track stocks fell across the board. On the market, the cross-border payment concept stock rose sharply, and the Qingdao Jinwang , Rendong Holdings, Beijing North and Nantian Information hit the daily limit. The blue chip sectors such as banks and real estate were active against the trend, with Qixia Construction and Xinhualian hitting the daily limit, and Suzhou Bank hitting a stage high. In terms of decline, track sectors such as Fengguang Reserve collectively fell sharply, and many stocks such as Penghui Energy, Paineng Technology, and CITIC Bo fell by more than 10%. Overall, stocks fell more than 4,100 stocks in the two markets fell. The half-day turnover of the Shanghai and Shenzhen stock markets reached 574.8 billion yuan, an increase of 107.9 billion yuan from the morning of the previous trading day. In terms of sectors, cross-border payments, banks, real estate, coal and other sectors ranked among the top in gains, while TOPCON batteries, integrated die-casting, third-generation semiconductors, energy storage and other sectors ranked among the top in declines.
The financing balance of in the two markets decreased by 347 million yuan
As of September 14, the financing balance of Shanghai Stock Exchange was 799.281 billion yuan, a decrease of 360 million yuan from the previous trading day; the financing balance of 699.699 billion yuan, an increase of 13 million yuan from the previous trading day; the total of 149.898 billion yuan in the two markets was 347 million yuan from the previous trading day.
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Company dynamics
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C919 Chief designer: C919 will soon obtain airworthiness certificate and deliver China Eastern Airlines
According to The Paper, at the opening ceremony of the 2022 World Design Capital Conference, Wu Guanghui, academician of the Chinese Academy of Engineering, , China Commercial Aircraft Co., Ltd., and chief designer of the C919 large passenger aircraft series, said on the spot that on August 1, China Commercial Aircraft Co., Ltd., , chief designer of the C919 large passenger aircraft series, said on the spot that on August 1, China Commercial Aircraft announced the completion of all test flights before the C919 certification collection. "This year, we will obtain the airworthiness certificate for civil aviation and deliver it to the first customer China Eastern Airlines."
Evergrande's Hong Kong headquarters changed ownership, and Li Ka-shing and Xu Jiayin plans both failed
According to Observer Network , on September 13, according to public documents of Hong Kong, China, China Evergrande Center has been recently taken over by the CITIC Bank International appointed by the creditor CITIC Bank . According to media citing industry insiders, China Evergrande has defaulted on contract, failed to repay the funds on time, and tried to sell the building assets twice, but no one has taken over it, so the lender finally decided to take over the asset. More than a month ago, China Evergrande put the China Evergrande Center on the shelves in the form of a bid, with a valuation of about HK$9 billion, a 28% decrease from the purchase price of HK$12.5 billion. It is worth mentioning that during the sale, Li Ka-shing's Cheung Shi Group (1113.HK) submitted the bid , which is called by the industry to "check at the bottom" and "picking up bargains". Judging from the current situation, with China Evergrande Center being taken over by creditors, Li Ka-shing's "bottom-buying" plan was not successful, and Xu Jiayin's plan to sell her child to "repay" was also failed.
Boteng shares responded to "the US dollar of over 2 billion in promoting biotechnology": not targeting the CDMO industry
According to Cailianshe, the reporter learned from the securities department of Boteng shares as an investor: "(News from yesterday's White House Biotechnology Summit) did not say that it targeted China and the CDMO industry. We do not think there is any substantial impact. It is more from the perspective of enhancing the internal competitiveness of the United States. It is currently judged that it will have no impact on our future entry into the US market. The company and customers' businesses are carrying out normally, and they will continue to pay attention to relevant policies and comprehensively consider various factors to make strategic choices for global layout." Yesterday, the White House reported that the United States will provide more than 2 billion in promoting Biden's biotechnology executive order.
Fosun announced that it will sue Bloomberg
According to the Science and Technology Innovation Board Daily, the reporter learned that Fosun will file a lawsuit with the court for the serious misrepresentation of the relevant reports of Bloomberg News. Fosun believes that the so-called "regulatory authorities require a survey of Fosun" by Bloomberg News is purely fictitious. The relevant reports are seriously deviating from the facts. After being widely spread at home and abroad, they seriously misled investors, causing abnormal market fluctuations, and had a significant impact on Fosun's normal operation and reputation of its companies, causing significant losses to Fosun and the majority of investors. The reporter learned that Fosun has prepared a lawsuit against Bloomberg News' incorrect reports and infringements and will file a lawsuit with the court to hold it legally responsible.
COSCO Group is reported to invest US$4.9 billion to increase 32 container ships
According to Nikkei News on September 15, COSCO Group will invest US$4.9 billion to expand its fleet, seeking to become the world's largest shipping company again. The group will allocate funds from 2023 to the end of 2025 to add 32 container ships, expanding its carrying capacity by about 580,000 twenty-foot TEU.
Editor: Wang Lulu
Proofreading: Wang Wei
