summary
close to Central Bank person: The RMB exchange rate will remain basically stable.
Central Bank: Innovate and improve monetary policy regulation and promote the operation of the economy within a reasonable range.
The Raw Materials Industry Department of the Ministry of Industry and Information Technology organized a symposium on the development of lithium resources industry.
The first batch of Science and Technology Innovation Board market makers list has been released, and the role of "test field" has been further exerted.
Chengdu: From 0:00 on September 19, the city will restore production and living order in an orderly manner.
Chongqing found 1 case of imported monkeypox from abroad.
China Telecom : This fire accident is not expected to have a significant impact on the company's production and operation and financial indicators.
Hotspots focus
1. People close to the central bank: the RMB exchange rate will remain basically stable
On September 16, the reporter learned from people close to the central bank that since the beginning of this year, the RMB exchange rate has risen and depreciated, and has increased elasticity, which has remained basically stable at a reasonable equilibrium level. The CFETS exchange rate index , which measures a basket of currencies, is basically the same as the end of last year. Recently, the RMB exchange rate against the US dollar has "breaked 7", and various pressures to cause depreciation in the short term have been released. People's Bank of China closely monitors the RMB exchange rate trend, adheres to the implementation of a floating exchange rate system based on market supply and demand, adjusts with reference to a basket of currencies, and is managed by , respects market laws, maintains market order, strengthens the expectation management of , and curbs speculation. The RMB exchange rate remains basically stable with strong support and a solid foundation. Two-way floating is the norm and there will be no " unilateral market ".
2. Central Bank: Innovate and improve monetary policy regulation and promote the operation of the economy within a reasonable range
0 The Monetary Policy Department of the Central Bank issued a document saying that the external environment facing my country is becoming more complex and severe, and the foundation for domestic economic recovery still needs to be solid. From an international perspective, the global economy has slowed down, high inflation has continued, and geopolitical risks have continued. Major developed economies have accelerated tightening of monetary policies, which has significantly increased the spillover impact on the world. From a domestic perspective, my country's economy continues to recover, but there are still slight fluctuations, and it is at the most difficult node for economic stabilization. The long-term positive fundamentals of my country's economy have not changed, the economy has maintained strong resilience, my country has sufficient monetary policy space and rich policy tools, and there are many favorable conditions to promote the economy to remain within a reasonable range. In the next step, the People's Bank of China will adhere to the principle of putting ourselves first and seeking progress while maintaining stability, taking into account both stabilizing employment and stabilizing prices, internal balance and external balance, and strengthen efforts to consolidate the foundation for economic recovery and development, and not flooding the market or overdrawing the future, and welcome the successful convening of the 20th National Congress of the Communist Party of China with practical actions.
3. The Raw Materials Industry Department of the Ministry of Industry and Information Technology organized a symposium on the development of lithium resources industry
On September 15, the Raw Materials Industry Department of the Ministry of Industry and Information Technology organized a symposium on the development of lithium resources industry. The meeting emphasized that, first, adhere to a systematic concept and examine the development and price issues of the lithium industry from the entire industrial chain. Upstream and downstream enterprises are encouraged to establish long-term cooperative relationships that share long-term interests through signing long-term agreements, work together to maintain the smooth and stable supply chain, and create competitive advantages in the entire industrial chain side by side. Second, adhere to the bottom-line thinking, seize the current key window period, study and formulate relevant work plans to promote the development of the lithium industry, and propose a package of policy measures from the aspects of "multiple development, stabilize imports, reduce quantification, and promote recycling", and work with all parties to accelerate the development and utilization of domestic resources and form supply capacity as soon as possible. The third is to adhere to problem-oriented approach, strengthen work coordination, and do a standardized and orderly job in ensuring supply and stabilizing prices. Leading enterprises should play a leading role. Manufacturers shall not collude with pricing and shall not seriously deviate from cost pricing. Quotation agencies shall standardize quotations and play an active role in stabilizing prices and expectations and ensuring the industrial chain and supply chain.
4. The list of the first batch of market makers on the Science and Technology Innovation Board was released. The role of the "test field" further plays the role of
. On the evening of September 16, a reporter from Securities Times ·e Company learned from the website of the China Securities Regulatory Commission that the CSRC approved the market makers qualifications of 8 securities companies, including Shenwan Hongyuan Securities , Huatai Securities, Galaxy Securities , CITIC Construction Investment Securities , Oriental Securities , Caitong Securities , Guosen Securities , Guojin Securities , Guojin Securities and Guojin Securities .
The industry believes that since the opening of the Science and Technology Innovation Board, it has steadily piloted the registration system , and coordinated the reform of basic systems such as issuance, listing, information disclosure, trading, and delisting. All institutional arrangements have withstood the market test and created good conditions for introducing the market maker mechanism. At present, the introduction of the market maker mechanism will help further improve the liquidity of the Science and Technology Innovation Board stocks and enhance market resilience. It is also an important measure to continuously improve the basic system of the capital market and further play the role of the "test field" of the Science and Technology Innovation Board reform.
5. Chongqing found 1 imported monkeypox case
. The reporter learned from the Chongqing Municipal Health Commission that on September 16, Chongqing confirmed 1 imported monkeypox case. The case is a person who has been transferred from Chongqing from abroad. During the centralized isolation of the new coronary pneumonia epidemic prevention and control of the incoming personnel in accordance with regulations, symptoms such as rash were found. After laboratory testing of the Chongqing Center for Disease Control and Prevention and review by of the Chinese Center for Disease Control and Prevention, the laboratory results showed that the monkeypox virus nucleic acid was positive, and experts from the national organization diagnosed it as a confirmed case of monkeypox. The case is undergoing centralized isolation and treatment in designated hospitals, and the situation is stable. All close contacts have implemented isolation medical observation measures. At present, the nucleic acid test for of the new coronavirus in this case is negative. After expert analysis, the case was isolated and controlled when entering Chongqing, without any social activity trajectory, and the risk of epidemic transmission is low.
6. Chengdu: From 0:00 on September 19, the city was restored in an orderly manner in a orderly manner
At noon on September 18, the Chengdu Epidemic Prevention and Control Command issued a notice stating that with the joint efforts of the whole city, the epidemic has been effectively controlled, and the prevention and control situation has been stable and improving. From 0:00 on September 19, 2022, the city was restored in an orderly manner in an orderly manner. Among them, the city's party and government organs, enterprises, institutions, production and operation units, etc. have resumed normal working order and production and operation. Public transportation such as buses and subways have fully resumed operation, and all types of vehicles have passed normally. In addition, Chengdu regularly carries out nucleic acid testing for , and citizens complete nucleic acid testing at least once a week. The city resumes all willingness to test and convenient nucleic acid sampling points to provide citizens with free mixed inspection services. When entering public places and communities (yards) and taking public transportation, you must check the nucleic acid negative certificate within 72 hours. Key industries and key groups strictly implement nucleic acid testing requirements in accordance with regulations. code assignment management will be implemented for those who have not participated in nucleic acid testing as required.
Topic Opportunity
1. Chongqing found imported monkeypox cases, monitoring, prevention or strengthening
On September 16, Chongqing found 1 imported monkeypox case. This is the first time that monkeypox cases have been discovered in mainland my country, which has attracted widespread attention from the society.
Since the incubation period of monkeypox is mostly between 6-13 days, with the continued spread of the monkeypox epidemic and the continuous increase in the number of people entering my country, the possibility of monkeypox infected people who exceed the 37-day isolation observation period of the new crown html will gradually increase. Therefore, the current social monitoring and prevention of monkeypox epidemic is expected to be strengthened, and the industrial chain is expected to benefit. Related companies include zhijiang Bio , Antu Bio , etc.
2. Price increase expectations have re-emerged, and major global rice exporters are eager to try
In early September, India imposed a 20% tariff on exports of rice and suspended exports of broken rice, which is causing changes in the world's rice market. In recent days, Vietnam's rice export prices have continued to rise, up about US$30 per ton from early September; Thailand, Vietnam, Myanmar, and other countries have increased the price of 5% broken rice by about US$20 per ton from September 8 to September 11 local time.
According to Japanese media reports, Vietnam and Thailand will hold talks from October 6 to 7 to discuss the issue of raising rice export prices. Vietnam and Thailand may raise rice export prices by about 20%. Statista data from the global comprehensive data database shows that in 2021, the world's major rice exporters are India, Vietnam, Thailand, Pakistan and the United States. Against the backdrop of the continued Russian-Ukrainian conflict and the intensified drought at home and abroad, expectations of price increases between major global rice exporters have risen again. The rise in grain prices has a positive driving force on performance. Related companies include Suken Agriculture, which independently grows wheat and rice, and , Beidahuang , which accounts for a high proportion of land rentals.
3, domestic large aircraft C919 will be delivered for evidence soon, and industrial chain companies will usher in opportunities
It is reported that at the first World Design Capital Conference opened in Shanghai on September 15, Academician of the Chinese Academy of Engineering , and Wu Guanghui, chief designer of the series of C919 large passenger aircraft, revealed that COMAC has completed the test flight mission before C919 large aircraft , and will obtain a civil aircraft airworthiness certificate this year and deliver it to the first customer - China Eastern Airlines. According to previous official news from COMAC, C919 has received 815 confirmed/intention orders from 28 customers, including 34 overseas orders in China, with a total order amount exceeding 500 billion yuan.
Zhongtai Securities pointed out that C919 is expected to drive the market of more than 60 billion yuan per year in the next 20 years. As the technological level of the domestic aviation industry continues to improve, the large aircraft industry chain drives the overall manufacturing level to advance towards high-end, and its high value-added characteristics will slowly be revealed. In the short term, domestic materials for body-related parts structures will benefit, and the composite materials required for independent research and development of the body will be the first to achieve comprehensive domestic substitution; the domestic production rate of small aviation engine components such as medium and long-term avionics systems, related structural components in electromechanical systems, and turbine blades is also expected to increase. Related companies include Lijun Co., Ltd. , stone aviation, etc.
Company News
1. China Telecom: This fire accident is not expected to have a significant impact on the company's production, operation and financial indicators
China Telecom (601728) announced on the evening of September 18 that the outer facade of the second communication building of the company's Changsha branch caught fire. At 16:30 on September 16, an open fire was extinguished, and the fire caused no casualties. The cause of the fire is under investigation. After the fire broke out, China Telecom Co., Ltd. immediately activated emergency plan and actively cooperated with relevant departments to organize fire extinguishing work. The company leaders rushed to the scene to organize the processing. During the fire protection and disaster relief process, some equipment in the building were cut off. Some businesses were affected. After emergency treatment, all affected businesses have been restored. The Changsha branch has purchased insurance for the relevant equipment and reported the case to the insurance company. The specific losses are being verified. This fire accident is not expected to have a significant impact on the company's production, operation and financial indicators. The company will seriously learn from the lessons of the accident and carry out comprehensive inspections of production safety and fire hazards to prevent similar accidents from happening again.
2, second consecutive board Zhejiang Shibao : The company's recent operating conditions are normal, and the internal and external operating environment has not changed significantly
Zhejiang Shibao (002703) announced on the evening of September 18 that the daily closing price of the company's stock for two consecutive trading days has reached more than +20%. The company's operating conditions have been normal in the recent period, and the internal and external operating environment has not changed significantly; the company, the company's controlling shareholder and actual controller do not have any major matters that should be disclosed but not disclosed, or major matters that are in the planning stage; the company's controlling shareholder and actual controller have not bought and sold the company's shares during the abnormal fluctuations in the company's stock transactions.
3, Sanan Optoelectronics : Change the company's director
Sanan Optoelectronics (600703) announced on the evening of September 18 that it recently received a "Letter on Nomination of Directors of Sanan Optoelectronics Co., Ltd." by shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. . The company's former director Ren Kai was unable to perform his duties as a director normally due to personal reasons. The National Integrated Circuit Industry Investment Fund Co., Ltd. nominated Tang Shujun as the new candidate for the 10th board of directors of the company. On September 18, the company held the 25th meeting of the 10th Board of Directors to review and pass the "Proposal on Change of Company Directors" and agreed to nominate Tang Shujun as a candidate for the 10th Board of Directors of the Company, and his term of office ends until the expiration of the current Board of Directors of the Company.
4. Cialis: Conclude a strategic agreement with Chongqing Liangjiang New District Management Committee
Cialis (601127) announced on the evening of September 18 that a strategic agreement was concluded with the Chongqing Liangjiang New District Management Committee to strengthen cooperation. The two sides will aim to jointly promote Cialis to become a leading enterprise in the new energy vehicle industry, seize the trends, seize opportunities, grasp technological innovation, promote transformation and upgrading, continuously enhance Cialis' influence, and jointly help Chongqing build a world-class intelligent connected new energy vehicle industry cluster and accelerate the formation of a trillion-level automobile industry cluster.
5, Kepu Bio : Net profit in the first three quarters is expected to increase by 109%-124% year-on-year
Kepu Bio (300639) announced its performance forecast for the first three quarters on the evening of September 18, with net profit attributable to shareholders of listed companies of 1.35 billion yuan-1.45 billion yuan, an increase of 108.68%-124.14% over the same period last year. During the reporting period, the company's management conscientiously implemented the annual operating plan formulated by the board of directors, continued to promote the integrated business model of "nucleic acid testing products + medical testing services", continued to implement the "nucleic acid 99 strategy" and "Kep B53 nucleic acid remote strategic service plan", actively leveraged the company's product technology and market advantages, and strengthened market expansion. During the reporting period, the company's series of products were widely used in the fields of COVID-19 prevention and control, maternal and child health, and its third-party medical laboratories (including Hong Kong) actively participated in the epidemic prevention and control. Due to the increase in demand for nucleic acid testing, sales of sampling consumables, nucleic acid extraction reagents, etc., the related businesses have achieved rapid development.
6. Huijie Co., Ltd.: Shareholders reduce their holdings. The actual controller intends to change
Huijie Co., Ltd. (002763) announced on the evening of September 18 that the company received a notice from the second largest shareholder Lin Shengzhi: On September 17, Lin Shengzhi and Li Wanzhen signed a "Share Transfer Contract", and Lin Shengzhi will transfer the 20.6 million shares of the company's unrestricted shares held by Li Wanzhen through an agreement transfer (accounting for approximately 5.03% of the company's total share capital). According to the relevant provisions of Article 84 of the "H Listed Company Acquisition Management Measures for ", after the above-mentioned shares are transferred, Lu Xingping will become the actual controller of the company.
7, Vanke A: The plan to increase the share price of the directors, supervisors and senior management will cancel the increase in the share price
Vanke A (000002) announced on the evening of September 16 that recently, the company's A shares 's stock price has been higher than the original increase in the share price for a long time. In order to continue to implement the share plan, based on the recognition of the company's long-term value, the increase in the share price (i.e., 17.30 yuan per share) is voluntarily cancelled the original increase in the share price (i.e. 17.30 yuan per share). In addition, other contents of this share increase plan remain unchanged. As of September 14, the increase in holdings of the increased holdings has cost a total of 11.3291 million yuan, accounting for 56.65% of the amount of the proposed increase in the plan, and a total of 652,300 shares of the company's A-share shares have been increased.
8, Fineng Technology : It plans to invest in the 24GWh lithium iron phosphate battery project of Jianfun Technology
Fineng Technology (688567) announced on the evening of September 16 that it plans to sign an "Investment Agreement" with the Yunnan Central New District Management Committee and the Anning Municipal People's Government. The company plans to invest in the construction of the "Fineng Technology 24GWh lithium iron phosphate battery project" in the Kirin area of Anning Industrial Park. The project is divided into two phases, and the product planned to be developed and produced by the lithium iron phosphate battery will be mainly used in the energy storage field.
9, China Shenhua : Coal sales in the first eight months decreased by 13.6% year-on-year
China Shenhua (601088) announced on the evening of September 16 that coal sales in August were 33.8 million tons, a year-on-year decrease of 12.9%; the cumulative coal sales in the first eight months were 277 million tons, a year-on-year decrease of 13.6%.
10, Shenzhen Airport: Passenger throughput in August increased by 30.89% year-on-year
Shenzhen Airport (000089) announced on the evening of September 16 that in August 2022, the company achieved passenger throughput of 2.8968 million, a year-on-year increase of 30.89%; cargo and mail throughput of 126,200 tons, a year-on-year increase of 1.09%; flight takeoffs and landings of 26,900, a year-on-year increase of 17.81%.
11, Kimet Gas : The holding subsidiary signed a sales contract of 143 million yuan for laser gas and high-purity rare gases
Kimet Gas (002549) announced on the evening of September 16 that the holding subsidiary YueyangKimet Electronics Special Rare Gas Co., Ltd. signed a daily business sales contract to sell laser gas and high-purity rare gas products, with a total contract amount of 143 million yuan.
12. Tongxing Environmental Protection: jointly establish the " University of Science and Technology -Tongxing Environmental Protection Energy Storage Battery Materials and Devices Joint Laboratory"
Tongxing Environmental Protection (003027) announced on the evening of September 16 that the company recently signed the "Cooperation Agreement between Tongxing Environmental Protection Technology Co., Ltd. of the University of Science and Technology of China Tongxing Environmental Protection Technology Co., Ltd. to jointly establish the "University of Science and Technology of China Tongxing Environmental Protection Battery Materials and Devices Joint Laboratory" and carried out basic, forward-looking technologies and key common technologies related to energy storage battery electrode materials such as lithium-ion battery and sodium ion batteries, and carried out industry-university-research cooperation.
Financial calendar
Editor: Peng Bo
Proofreading: Yang Lilin
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