National Day holiday only came the second day, but the news was not calm, and three good news came one after another: People's Bank of China decided to lower the interest rate for the first personal housing provident fund loan; C919 large passenger plane obtained a model certificate; Shanghai implemented a subsidy policy to promote green smart home appliance consumption.
Positive: The People's Bank of China decided to lower the interest rate of the first personal housing provident fund loan
Comment: The People's Bank of China decided to lower the interest rate of the first personal housing provident fund loan by 0.15 percentage points from October 1, 2022, and adjust the interest rates below 5 years (including 5 years) and above 5 years to 2.6% and 3.1% respectively. This is a good thing for the real estate sector. In the previous stage, the State Council mentioned that it would support rigid and improved housing needs. Local governments should make good use of the policy toolbox ", one city, one policy " and flexibly use phased credit policies and special loans for guaranteeing housing. In fact, at the beginning of this year, the real estate sector was very strong. The reason was that the sound of loosening of the real estate market in various places was one after another, and positive news continued to be introduced. During this period, this sector emerged and exploded strongly, and a large and relatively good market trend was achieved. However, just as everyone thinks that the real estate sector is about to take a wave, the real estate sector has ushered in continuous adjustments, with a relatively large adjustment range, and the real estate sector has also ushered in a phased low. The performance of the real estate sector is obvious to everyone. The ultra-low price-to-earnings ratio and price-to-book ratio are definitely the value depression of the market. Stimulated by the news, the real estate sector may usher in a sharp rise after the holiday.
Strong stocks and popular stocks: Nanguo Real Estate , China Fortune Land Development , Nanshan Holdings, Shenzhen Property A, Chongqing Development, Xinda Real Estate , Sunshine Shares, Qixia Construction , China Wuyi, Hefei Urban Construction , Shahe Shares, China Communications Construction
Goodwill 2: C919 large passenger aircraft obtained a model certificate
Comments: C919 large passenger aircraft is the first time in my country to develop its own jet trunk passenger aircraft in accordance with international airworthiness standards and has independent intellectual property rights. It was established in 2007 and made its first flight in 2017. After completing all airworthiness certification work in September 2022, it obtained a model certificate issued by the Civil Aviation Administration of China. It will be delivered to the first aircraft by the end of 2022. The successful development of the C919 large passenger aircraft and the acquisition of the model certificate marks my country's ability to independently develop world-class large passenger aircraft, and is an important milestone in the development of my country's large aircraft industry. This directly benefits the concept sector of large aircraft, which will soon be put into market operations and accelerate the scale and serial development. Since the beginning of this year, the concept sector of the big aircraft has continued to fall, and many html stocks, , have fallen significantly, and some have been close to being "halved". The previous wave of market this year bottomed out, and this sector ushered in a strong counterattack. Many individual stocks performed well in the short term, far exceeding the market increase in the same period. The same situation has appeared again. Faced with such good news, this sector may make efforts after the National Day and usher in a sharp rise.
strong stocks and popular stocks: Tongda shares , Lihang Technology, Runbei Airlines, AVIC Technology, Hongdu Aviation, Guanglian Airlines, Andaville, West Testing, AVIC Electromechanical, AVIC Power , AVIC Electronics, Baoti shares , Gangyan Gaona, Western Superconducting
Good for three: Shanghai implements subsidy policy for promoting green smart home appliances consumption
Comments: Shanghai Municipal Commerce Commission, Shanghai Development and Reform Commission and Shanghai Municipal Finance Bureau decided to implement the "Shanghai Municipal Subsidy Policy for Promoting Green Smart Home Appliances Consumption", and provide certain subsidies to consumers to purchase green smart home appliances, promote home appliances for old-for-new , and expand the scale of green smart home appliances consumption. It is understood that the implementation time of the subsidy policy will be from October 1, 2022 to the use of subsidy funds, which is directly beneficial to the concept sector of smart home appliances. In the previous stage, the State Council mentioned that we should focus on using market-oriented and sustainable methods to expand consumption. We must speed up the release of the consumption potential of green smart home appliances. We will carry out home appliance trade-in and home appliances to the countryside, and encourage local conditions to provide financial and policy support. During the implementation, we must maintain a unified and open market across the country and ensure fair competition. Support the development of recycling and utilization of used household appliances and improve the support capacity of information networks, power and other infrastructure for home appliance consumption.Now people's living standards are steadily improving, and the consumption of smart home appliances has increased year by year. Recently, this sector has also ushered in a significant adjustment. Stimulated by the positive news, this sector may usher in a sharp rise after the holiday.
Strong stocks and popular stocks: Haier Smart Home , Huarui Shares, Midea Group , Sichuan Changhong, Neusoft Carrier, Electric Connect Technology, Ecovacs , Tuobang Shares , Gree Electric , В Blue Lithium Core
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