[Abstract] Tiandeyu and Tianma New Materials New Stocks Subscription Today; Xi Jinping Meets Russian President Putin; State Council: Fully implement the negative list of market access management, and promote the issuance of the national version of the negative list of cross-border service trade; State Council: Encourage securities, funds, guarantees and other institutions to further reduce service charges; National Energy Administration : In August, the whole society's electricity consumption was 852 billion kilowatt-hours, an increase of 10.7% year-on-year; Qingdao : Moderately adjust and optimize the current real estate-related policies, and second-hand housing will no longer be restricted; Jinan continues to optimize the purchase restrictions, and only Lixia District and Shizhong District implemented purchase restrictions; offshore RMB broke the "7" against the US dollar during the session; the three major U.S. stock indexes closed lower, Nasdaq and S&P fell by more than 1%.
Overnight external trading
All three major U.S. stock indexes fell. As of the close, Dow Jones Index fell 0.56%, Nasdaq Index fell 1.43%, and S&P 500 Index fell 1.13%. Most of the large-scale technology stocks fell, while Microsoft fell by more than 2%, while Apple, Amazon , Google, Facebook fell by more than 1%; most of the popular Chinese stocks fell, while Ideal Auto and Xiaopeng Motors fell by more than 3%.
The three major European indexes are mixed. As of the close, the FTSE 100 index in the UK rose 0.07%, the French CAC40 index in the fell 1.04%, and the German DAX30 index in the fell 0.55%.
Hot spots
1. Xi Jinping meets with Russian President Putin
On the afternoon of the 15th local time, President Xi Jinping held a bilateral meeting with Russian President Putin at Samarkand to exchange views on China-Russia relations and international and regional issues of common concern.
2. State Council: Fully implement the management of negative list for market access and promote the issuance of the national version of the negative list for cross-border service trade
General Office of the State Council issued the "Opinions on Further Optimizing the Business Environment and Reducing the Institutional Transaction Costs of Market Subjects" and propose to fully implement the management of negative list for market access. Improve the management and dynamic adjustment mechanism of negative market access lists, speed up the improvement of the approval and supervision mechanisms that are compatible with it, and promote the online processing of all list matters. Steadily expand the scope of market access efficiency assessment. Before the end of October 2022, all regions and departments will clean up explicit and implicit barriers with market access restrictions and establish a long-term investigation mechanism. Deeply implement the management system for national treatment of national treatment plus negative list before foreign investment access, and promote the issuance of the national version of the negative list for cross-border service trade.
3. State Council: Encourage securities, funds, guarantee and other institutions to further reduce service charges
0 The General Office of the State Council issued the "Opinions on Further Optimizing the Business Environment and Reducing Institutional Transaction Costs of Market Subjects", proposing to accelerate the improvement of the long-term mechanism for bank charge supervision, standardize the management of bank service market price regulation, strengthen service outsourcing and service cooperation management, set a red line for supervision of service price behavior, and accelerate the revision of the " Commercial Bank Service Price Management Measures ". Banks and other financial institutions are encouraged to provide reasonable discounts to small and micro enterprises, and appropriately reduce and exempt charges for account management services and other fees. Resolutely investigate and punish banks for failing to disclose service price information in accordance with regulations and failing to implement preferential charging policies for small and micro enterprises, passing costs, and forcibly bundled and sold insurance or financial products in financing services. Securities, funds, guarantee and other institutions are encouraged to further reduce service charges, and promote financial infrastructure to reasonably reduce transaction, custody, registration, liquidation and other fees.
4. Ministry of Industry and Information Technology: It is organizing research to promote the application of eSIM technology on smartphones and other devices
Recently, a netizen left a message on the official website of the Ministry of Industry and Information Technology, saying that the recent use of eSIM card has caused greater discussion. Is there a promotion plan for eSIM mobile phone cards in my country? In response, the Ministry of Industry and Information Technology responded on September 15, "Our department attaches great importance to protecting the legitimate rights and interests of consumers, and insists on actively promoting the application and promotion of new technologies and new equipment on the basis of ensuring the legitimate rights and interests of users and information security. At present, our department is organizing relevant units to study and promote the application of eSIM technology on tablets, portable computers and smartphone devices, and expand the scope of application of eSIM technology after conditions are ripe.”
5. Energy Bureau: In August, the whole society's electricity consumption was 852 billion kilowatt-hours 10.7% year-on-year
National Energy Administration: From January to August, the total electricity consumption of the whole society was 578.39 billion kWh, a year-on-year increase of 4.4%. Among them, in August, the total electricity consumption of the whole society was 852 billion kWh, a year-on-year increase of 10.7%.
6. State Administration of Taxation: From January to August, the total new tax reduction and fee reduction and tax rebate and tax rebate exceed 3.3 trillion
State Administration of Taxation: As of August 31, the total new tax reduction and fee reduction and tax rebate and tax rebate exceed 3 .3 trillion yuan. Among them, from April 1 to August 31, 2049 billion yuan of tax refunds have been returned to the taxpayer's account. In addition, the tax refunds have been implemented in the first quarter. 123.3 billion yuan of old tax refunds have been implemented, and a total of 2172.3 billion yuan of tax refunds have been refunded to the taxpayer's account, effectively guiding social expectations, stimulating the vitality of market entities, and contributing tax strength to the stabilization of the macroeconomic market.
7. Ministry of Industry and Information Technology: There is indeed blind investment and duplicate construction in the new energy vehicle field But it will be gradually digested and solved
Deputy Minister of Industry and Information Technology Xin Guobin said that new energy vehicles have now become a hot industry, attracting a large number of technologies and capital to gather and gather in this industry. In addition, some local governments also have the desire to transform and upgrade. Under the joint action of all factors, there are indeed blind investment and duplicate construction in some provinces, cities and places. However, we believe that these problems are development problems, and with the growth and maturity of the industry, these problems will be gradually digested and solved. Of course, the development of the new energy vehicle industry is also facing new tasks in strengthening coordination of policies and regulations, accelerating the construction of supporting infrastructure, and strengthening personal information and important data protection. These are all things that we need to work hard to solve in the future.
8. Jinan continues to optimize the purchase restriction policy and other new tasks. These are all things that we need to work hard to solve in the future.
8. Jinan continues to optimize the purchase restriction policy. Only Lixia District and Shizhong District implemented purchase restrictions
On September 15, the reporter confirmed from the real estate transaction hall of Jinan Municipal Housing and Urban-Rural Development Bureau that Jinan City continued to optimize the real estate purchase restrictions, and Shizhong District and Lixia District within the Second Ring Road implemented purchase restrictions, and other areas will no longer be included in the purchase restrictions. A staff member of the real estate transaction hall of Jinan Housing and Urban-Rural Development Bureau said: "We have just received a notice that the policy will be implemented from September 16. "
9. Qingdao: Moderately adjust and optimize the current real estate-related policies. Second-hand housing will no longer be restricted.
Qingdao Municipal Housing and Urban-Rural Development Bureau issued a document to make moderate adjustments and optimize the current real estate-related policies. 1. Continue to implement purchase restrictions in Shinan District and Shibei District (except the original Sifang area). 2. Continue to clarify the purchase restrictions. For newly built commercial housing in the purchase restricted area, local residents can purchase 2 units, and families with two or three children can purchase one unit, and residents outside the country can purchase one unit for half a year. Second-hand housing will no longer be restricted.
10, September MLF equivalent reduction in volume LPR still has room for downgrade
September 15, in order to maintain the reasonable liquidity of the banking system, People's Bank of China carried out a 400 billion yuan medium-term lending facility (MLF) operation and a 2 billion yuan open market reverse repurchase operation. According to the announcement of Central Bank , the winning rate of the 400 billion yuan MLF on that day was 2.75%, which was consistent with the August operation. And since the MLF maturity amount this month was 600 billion yuan, MLF achieved an equivalent reduction in volume resumption of the month. Experts believe that the interest rate of MLF operation in September remained unchanged, mainly in the last month's policy effect of the central bank's interest rate cut beyond expectations remains to be seen. Considering the recent decline in bank deposit costs , and the need to stabilize growth, the quotation interest rate of loan market for more than five years is still in the year.
11. Offshore RMB breaks "7" against the US dollar intraday
On the evening of September 15, the offshore RMB exchange rate against the US dollar broke the "7" integer mark. According to Wind data, as of 19:00 on September 15, the offshore RMB against the US dollar was 7.0071. Although the RMB depreciated rapidly against the US dollar in the short term recently, and there is still pressure to depreciate in the short term. However, experts unanimously believe that the RMB does not have the basis for continuous depreciation. China's foreign exchange market is operating normally, cross-border capital flows are orderly, and the spillover effect of US monetary policy is controllable.The long-term positive fundamentals of China's economy have not changed, and the People's Bank of China still has sufficient policy tools to stabilize the exchange rate, so the exchange rate issue will not hinder monetary policy regulation. In the short term, two-way fluctuations should be the norm. In the long run, the world's recognition of the RMB will continue to increase.
Theme Opportunities
1. Multiple departments issued a document saying that they will focus on the development of key basic materials such as high-temperature alloys. Related enterprises are welcomed by opportunities
According to media reports, on September 14, the Ministry of Industry and Information Technology and four other departments issued the implementation plan for the "three products" of the raw materials industry, with the goal of 2025, the raw materials varieties will be richer, the quality will be more stable, and the brand will be more influential. Products and services such as high-temperature alloys, high-performance special alloys, semiconductor materials, , high-performance fibers and composite materials have significantly enhanced their support capabilities in key areas. High-temperature alloy materials are an important raw material for aerospace engines, and their usage accounts for 40%-60% of the total engine weight. In recent years, my country's high-temperature alloy industry has developed rapidly under the driving force of downstream demand, and the market is facing huge demand growth space and import substitution space. However, due to the high-temperature alloy industry, there are relatively few companies in the high-temperature alloy industry in my country. During the 14th Five-Year Plan period, my country's annual average demand for high-temperature alloys is expected to be about 80,000 tons. Currently, half of the market relies on imports, and the degree of independence needs to be accelerated. At present, policies have increased their support for the localization of high-temperature alloys, and scientific research and production enterprises related to high-temperature alloys have ushered in major development opportunities. You can pay attention to Gangyan Gaona, Fushun Special Steel , etc.
2. Breaking the monopoly. my country's first time-sensitive network chip is approved for commercial use
The Ministry of Industry and Information Technology Industrial Internet Industry Alliance recently announced the latest "Time-sensitive Network (TSN) Industry Chain Directory Plan", among which Dongtu Technology just released China's first independently designed TSN chip - KD6530 - became the first TSN chip to enter the list. This marks the official entry of domestic chips into the commercial field of TSN, opening the prelude to the large-scale commercial application of domestic TSN, and breaking the long-term monopoly of this field by European and American companies. time-sensitive network (TSN) is an international standard technology that realizes the unified global industrial network communication protocols and standards such as industrial control, automobile control, aircraft control, etc. It is the supporting network technology of industrial Internet in my country. You can pay attention to Dongtu Technology, Keyuan Smart , etc.
3, domestic molybdenum concentrate price hits a record high for many years, and the supply and demand gap in the future will still exist
Fubao Information data shows that on September 15, the bidding transaction price of 510 tons of molybdenum concentrate with a grade of more than 50% in a mine in Henan was 2,915 yuan/ton to 2,940 yuan/ton, setting a new high in the past 13 years, with a cumulative increase of 11% this month. Recently, domestic steel mills have continued to enter the market to bid for , ferromolybdenum , and the market volume and price of ferromolybdenum ferromolybdenum market has increased. Southwest Securities Zheng Liansheng believes that in the next three years, global molybdenum will basically have no new production capacity and the supply will be relatively rigid. With the upgrading of domestic manufacturing and the rapid development of green energy, there is a lot of room for demand for molybdenum downstream high-strength steel, high-speed tool steel, , wind power blades, and military high-temperature alloy molybdenum in the future. In the first half of this year, the supply and demand gap in the molybdenum industry was close to 10,000 tons, and the gap will still exist in the next three years. Molybdenum prices are expected to start a long-term upward trend. You can pay attention to Jinmolybdenum Co., Ltd. , Luoyang Molybdenum Industry , etc.
Company News
1, Hikvision : It plans to repurchase shares for 2 billion to 2.5 billion
Hikvision (002415) announced on the evening of September 15 that the company plans to repurchase shares for 2 billion to 2.5 billion till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till till t to till till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to till t to t to till t to t to till t to t to till t to t to The repurchase price is not more than 40 yuan per share.
2. Huayi Technology: The subsidiary signed a cooperation framework agreement with CATL subsidiaries
Huayi Technology (688071) announced on the evening of September 15 that Huayi Testing, wholly-owned subsidiary, and CATL 3CATL New Energy Technology Co., Ltd., signed a cooperation framework agreement with CATL (Shanghai) Intelligent Technology Co., Ltd., the wholly-owned subsidiary of CATL 3CATL New Energy Technology Co., Ltd., wholly-owned subsidiary of CATL 4, CATL (Shanghai) Intelligent Technology Co., Ltd., the main content is to rely on Huayi Testing's technology in the field of new energy testing services, provide professional testing services, and establish long-term strategic cooperation.
3, Xinwangda : plans to invest 12 billion yuan in power battery project
Xinwangda (300207) announced on the evening of September 15 that the company's subsidiary Xinwangda Automobile Battery plans to sign the "Xinwangda Dongfeng Yichang Power Battery Production Base Project Investment Agreement" with the Yichang Municipal Government, Dongfeng Group and Dongfeng Hongtai. The project investment is mainly engaged in the research, development, design, production and sales of power battery cells, modules, PACK and battery systems. The total planned investment of the project is about 12 billion yuan, and the 30GWh power battery production base is planned to be built: the project is implemented in two phases, with the first phase investment of about 8 billion yuan, and the 20GWh power battery project is planned to be built; the second phase investment is about 4 billion yuan, and the 10GWh power battery project is planned to be built.
4. Funeng Co., Ltd.: The subsidiary raised the on-grid electricity price and the natural gas valve station price
Funeng Co., Ltd. (600483) announced on the evening of September 15 that the subsidiary Jinjiang Gas and Electricity received the "Letter on the Grid Electricity Price of Gas Power Plants in Our Province" and the "Notice on Adjusting the Indonesian Contract Natural Gas Valve Station Price" issued by the Fujian Provincial Development and Reform Commission. After implementing this price adjustment, the price of Jinjiang gas-electricity on-grid electricity increased by 0.0633 yuan/kWh compared with the current price, and the price of natural gas valve station increased by 0.817 yuan/cubic meter compared with the current price.
5, Star Shuier : The subsidiary signed a general rule for productive material procurement with BYD Supply Chain Company
Star Shuier (002860) announced on the evening of September 15 that the company's subsidiary Zhejiang Electric and BYD Supply Chain Company signed a "General rule for productive material procurement" with BYD Supply Chain Company. BYD Supply Chain Company will purchase stator cores, rotor iron cores, motors and other products from Zhejiang Electric. The specific procurement products and models, procurement volume, procurement prices, etc. shall be subject to the separate procurement contract/order signed by both parties.
6. Jiuwu Hi-Tech: Signing the cooperation agreement on the development of raw halogen lithium extraction technology of Bangacuo Salt Lake
Jiuwu Hi-Tech (300631) announced on the evening of September 15 that the company recently signed the "Bangacuo Salt Lake Adsorption Coupled Membrane Method" with Tibet Zhongxin. The scale of the small trial part of this cooperative development project is the designed raw halogen consumption of 60L/h, and the scale of the pilot part is tentatively set to annualized lithium chloride production of 600-2,000 tons. If the cooperative development project is successfully implemented and ideal results are achieved, it will be conducive to further cooperation with Tibet Zhongxin in the subsequent potential 10,000-ton lithium chloride industrial development project of Bangacuo Salt Lake.
7, Guangyang Co., Ltd.: Received a fixed-point notice letter for Changying Trust Quality
Guangyang Co., Ltd. (002708) on the evening of September 15, the company's wholly-owned subsidiary Tianhai Jingzhun recently received a fixed-point notice letter for Changying Trust Quality. Tianhai Jingzhun was selected as the designated supplier of hollow motor shafts for a leading new energy vehicle enterprise 200KW, 165KW, and 120KW oil-cooled motor project. The life cycle of this project is 5 years, and the total sales amount in life cycle is about 450 million to 550 million yuan; the company recently received a fixed-point notice for Ekotech products, and the company has become a supporting supplier of deep groove ball bearing and tapered roller bearing products for its hybrid transmission project.
8, Zhezhong Co., Ltd.: The agreement with Mount Everest and Qidi Qingyuan in Tibet on the formal cooperation agreement was suspended
Zhezhong Co., Ltd. (002346) announced on the evening of September 15 that the company learned through public information that the "Cooperation Agreement" signed by Mount Everest and Songdu Lithium Science and Qidi Qingyuan. The "Cooperation Agreement" was unilaterally terminated in August 2022 because Songdu Lithium Science failed to fulfill its relevant contractual responsibilities and obligations. Up to now, the matters of the "Cooperation Agreement" between Mount Everest in Tibet, Songdu Lithium Science and Qidi Qingyuan are still controversial, which may lead to disputes or litigation. Given the significant uncertainty of the above matters, it is impossible to continue to promote cooperation matters. After careful decision-making by the company, the company and Mount Everest, Tibet and Qidi Qingyuan have temporarily suspended the agreement on the formal cooperation agreement in the "Cooperation Framework Agreement".
9, Shaanxi Heimao : 578 million yuan to acquire 100% of the equity of Jingou Coal Mine
Shaanxi Heimao (601015) announced on the evening of September 15 that the company's wholly-owned subsidiary Xinjiang Heimao acquired 100% of the equity of Kuche Jingou Coal Mine Co., Ltd. held by Tianjin Qianjin Industrial Co., Ltd. for 578 million yuan in cash.
10, Lanshi Heavy Installation: By 2025, the scale of the hydrogen energy industry chain accounts for 20% of the total revenue
Lanshi Heavy Installation (603169) released the outline of the hydrogen energy equipment industry development plan on the evening of September 15. In the near future, the company will quickly complete the development of key equipment in the hydrogen energy field and master core technologies. By 2025, it will make breakthrough progress in key technologies in the industrial chain such as "manufacturing, storage, transportation, use (addition)" and achieve a new situation of independent design, independent manufacturing, and independent sales. The industrial innovation capabilities generally reach the industry's leading level, and the core technologies and process levels with independent intellectual property rights have been greatly improved, driving the demonstration application of hydrogen energy in Gansu Province to achieve remarkable results. About 10 hydrogen refueling stations of various types have been built, and 1-2 world-class innovative R&D platforms have been built. The scale of the hydrogen energy industry chain accounts for 20% of the company's overall operating income.
11, Kelun Pharmaceutical : Net profit in the first three quarters increased by -year-on-year by 55%-70%
Kelun Pharmaceutical (002422) disclosed its performance forecast on the evening of September 15, and it is expected that net profit in the first three quarters will be 1.315 billion yuan-1.442 billion yuan, a year-on-year increase of 55%-70%. During the reporting period, the company made every effort to expand the market of infusion and non-infusion products, continuously optimized the product structure, and increased the sales of newly approved products, and increased profits year-on-year; the company's holding subsidiary Yili Chuanning Biotechnology Co., Ltd. 's main products market prices rose, and profits increased year-on-year.
12. Jiangsu Sunshine: The controlling shareholder's joint actor plans to increase its holdings of the company's shares by 1%-2%
Jiangsu Sunshine (600220) announced on the evening of September 15 that Yu Qinfen, the controlling shareholder's joint actor, plans to increase its holdings of the company's shares by 1%-2% within the next 6 months.
13. Baoxin Technology: The actual controller's joint actor plans to increase its holdings of shares of 30 million to 60 million yuan
Baoxin Technology (002514) announced on the evening of September 15 that Cai Chunyu (Ma Wei's spouse) of the company's actual controller, Ma Wei, plans to increase its holdings of the company's shares through Nanjing Yuhong controlled by him within six months. The increase in this share is planned to use no less than 30 million yuan and no more than 60 million yuan.
14. Ankuai Zhidian: It plans to repurchase shares for 100 million to 200 million
Ankuai Zhidian (300617) announced on the evening of September 15 that the company plans to repurchase shares for 100 million to 200 million pm, with a repurchase price not exceeding 50 yuan per share. Based on the upper limit of the repurchase share price of 50 yuan per share, the estimated number of repurchased shares is 2 million to 4 million shares, accounting for 1.19% to 2.38% of the company's current total share capital.
15, Jinbo Co., Ltd.: It plans to repurchase shares for 100 million to 200 million
Jinbo Co., Ltd. (688598) announced on the evening of September 15 that the company plans to repurchase shares for 100 million to 200 million to implement employee shareholding or equity incentive plans. The repurchase price shall not exceed 400 yuan per share.
Financial calendar
