Market news
On September 30, local time, preliminary data released by the European Union Bureau of Statistics showed that the inflation rate of 19 countries in the euro zone in September is expected to reach 10%, setting a record high since 1997. Rising energy and food prices remain the main driver of inflation. The unemployment rate in the 19 countries in the euro zone reached 6.6% in August, the same as last month and a slight decline compared with the same period last year.
US core PCE price index rose 4.9% year-on-year, with the previous value of 4.6% ; US core PCE price index rose 0.6% month-on-month, with the previous value of 0.1%; both exceeded expectations for .
US stock three major indexes closed down collectively, with the Dow Jones Industrial Average falling 1.7%, down 8.84% this month; the Nasdaq fell 1.51%, down 10.5% this month; the S&P 500 index fell 1.48%, down 9.3% this month, the largest single-month decline since March 2020. consumer electronics and semiconductor sectors ranked among the top in the decline, with Apple falling 3%. Technology stocks generally fell, with Intel falling by more than 2%, while Google , Amazon , and Tesla all fell by more than 1%. precious metals sector rose, with Kingros Gold and New Gold rising more than 4%, and Herac Mining and Gold Resources rising more than 2%. Popular Chinese stocks rose and fell mixed, Beike rose more than 7%, Pinduoduo rose about 3%, Futu Holdings and Weibo rose more than 2%, Tencent Music, Alibaba , Vipshop , NIO rose more than 1%, Bilibili , Netease, Zhihu rose slightly. Daily Youxian fell by more than 10%, Zhifu Financing, Yingxi Group, and Shangmax Technology fell by more than 8%, iQiyi fell by more than 2%, JD.com , Xiaopeng Motor , Ideal Auto fell by more than 1%, Baidu , Douyu fell slightly.
European stocks closed up generally, German DAX30 index rose 1.14% , the UK FTSE 100 index rose 0.15%, French CAC40 index rose 1.51%, and the European Stoke 50 index rose 1.21%.
On September 30, the onshore RMB closed up 1069 points against the US dollar against the market at 16:30 Beijing time, setting a new high of since September 22. Onshore RMB closed at 7.1211 yuan against the US dollar (CNY) at 23:30 Beijing time. As of 5:00 a.m. on October 1, the exchange rate of offshore RMB against the US dollar was 7.1404, down 0.64%.
Moscow Exchange data on September 30 local time showed that the exchange rate of rubles against euro once rose to 51.2 rubles for 1 euro, setting a new high since March 2014 . The ruble exchange rate against the US dollar is also rising, once appreciating 53.28 rubles against 1 dollar, and closing down to 58.45 rubles against 1 dollar.
international oil prices closed down across the board, with the US oil contract falling 1.83% in November at $79.74 per barrel. Bergamo Oil's December contract fell 2.06% to $85.38 per barrel. This week, the US oil contract rose 1.27%, and the Brent Oil December contract rose 0.41% . In September, the US oil November contract fell 10.95%, and the Brent Oil December contract fell 10.61%.
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On September 30, northbound funds sold a net sale of 1.30 billion yuan. On the list of stocks with active transactions in northbound funds, there were 6 stocks with net purchases, with the largest amounts of Kweichow Moutai (600519.SH, closing price: 1872.5 yuan), with a net purchase of 440.9 million yuan; there were 14 stocks with net sale, with the largest amounts of LONGi Green Energy (601012.SH, closing price: 47.91 yuan), with a net sale of 611.1 million yuan.
Northeast Securities : BIPV may have ten times the space by 2025, and distributed photovoltaic is expected to become a blue ocean. my country added 30.9GW of photovoltaic installed capacity in H1 in 2022, of which 19.7GW of distributed photovoltaics accounted for 64%. It is expected that the distributed photovoltaic installed capacity market will remain highly prosperous in the future. BIPV is more integrated than BAPV, and has advantages in economy and reliability. It is estimated that BIPV may have ten times the capacity expansion space from 2022 to 2025, and the CAGR may reach 81%. Recommended attention: Jianghe Group, Tuori New Energy , Jinjing Technology , CITIC Bo.
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