China Fund News Amman
Under the positive impact of "targeted interest rate cuts" of A shares , Hongta Securities hit the daily limit, Zhejiang Securities , Caida Securities, etc. followed suit. Insiders of securities firms said that the financing costs of small and medium-sized securities firms are relatively high compared to those of the leading securities firms. Last night, with the continued efforts of large infrastructure and new energy, the Shanghai Composite Index and the ChiNext Index fluctuated and closed red, and the Shenzhen Component Index fell slightly.
00 billion "Chinese-font-head" leads the rise
In the early trading on the 21st, large infrastructure central enterprises led the rise. Among them, China Communications Construction , China Railway Corporation, China Power Construction , and China Construction are all weights of 100 billion market value big blue chip .
As of the midday closing, the total market value of China Communications Construction Corporation returned to above 100 billion.
news, late at night on the 20th, relevant personnel from the CSRC said that for real estate companies involved in real estate, the CSRC, on the premise of ensuring that stock market financing is not invested in real estate business, allows the following enterprises that have a small number of real estate-related businesses but do not focus on real estate as the main business: if they are involved in housing, the proportion of real estate business income and profits in the current period of the company shall not exceed 10% of the company's current period of the company's current period of the company's current period of the company shall not exceed 10% of the investment income generated by the real estate business in the latest year of the company's current period of the company's current period of the company shall not exceed 10%.
power sector exploded across the board
multiple stocks hit the daily limit
21 in the morning of the trading day, funds flowed into wind power generation , hydropower, photovoltaic power generation and other green power sectors.
Among them, Zhenjiang Co., Ltd. has a straight touch panel after the market. As of the midday closing, more than 50,000 large orders were closed at the daily limit.
Recently,
According to his introduction, based on information from all parties, in 2030, Europe's offshore
In addition, Jinkai New Energy, which is mainly based on photovoltaic , wind power, and Guangdong Electric Power, which is mainly based on wind power and hydropower, also closed the board after 10 o'clock.
In addition, the thermal power generation surface, Huadian International hit the daily limit, Anhui Power , Guodian Electric Power , etc. followed the rise.
Hong Kong stock , the power sector has also become one of the few rising sectors.
news, first of all, benefiting from factors such as the year-on-year growth of on-grid electricity price and , the overall data disclosed by listed power companies in the first three quarters has increased, which has increased the market's expectations for year-on-year growth in the power industry.
Secondly, recently, Xin Baoan, chairman and secretary of the Party Group of State Grid Co., Ltd., said at a group meeting of the delegation of the 20th National Congress of the Communist Party of China Central Enterprise System (in Beijing):
The report of the 20th National Congress of the Communist Party of China proposed to accelerate the planning and construction of a new energy system, reflecting the new positioning of energy in high-quality economic development and the new role in the construction of a socialist modern power. We must enhance our sense of crisis, be prepared for danger in times of peace, coordinate the supply of electricity and energy transformation, promote the optimization combination of coal-fired power and new energy, accelerate the construction of a new power system, resolutely ensure the safe supply of energy power, provide strong support for ensuring energy security and keeping the energy rice bowl firmly in our own hands, provide a new engine for the high-quality development of my country's economy and society, and inject new momentum.
The education sector suddenly hit the daily limit hike
As the afternoon session approached, the education sector suddenly rose rapidly. As of the closing of the afternoon, nearly 6 stocks including Gaole Co., Ltd. and China Hi-Tech hit the daily limit.
Among them, Guoxin Culture 6 days and 4 boards.
It is understood that Guoxin Culture is the only company among central enterprises with cultural education as its main business. Guoxin Culture is committed to promoting the balanced development of education and improving the level of informatization of education in my country. It focuses on the construction, operation and services of smart classrooms, smart campuses, and regional smart education, and fully promotes the innovation and upgrading of national education informatization.
top stream Zhou Yingbo : The beta of the times is changing
public offering top stream fund manager Zhou Yingbo started his private life, and established Yunzhou Capital. After completing the fundraising of the first product in August, positions will be built one after another in September.
From the latest operation report, Zhou Yingbo built positions faster in the first two weeks of September, with stock positions reaching more than 20%. After the middle of the month, market fluctuations once amplified, Zhou Yingbo slowed down the pace of position building, and position stabilized at a low level.
From the perspective of specific position building, Zhou Yingbo's investment is mainly in growth industries, among which GEM holds more than half of the total stock holdings.
In this monthly report, Zhou Yingbo said: The period from 2021 to 2022 is obviously a "macro year". The prediction of macro variables is crucial to making good investment. Some betas that have lasted for 10, 20 or even decades have changed more or less. We do need to adjust our assumptions about the development mode and rhythm of some industries and even the entire economy based on such changes.
For future position management, Zhou Yingbo revealed: "Focus on the characteristics of stability, in the market reflecting the "fast clearance" and the combined net value security pad is insufficient, we tend to retain most bullets when the opportunity is clearer. "
For the industry configuration logic, Zhou Yingbo revealed: The industry allocation strategy is to "based on stable demand and track economic changes." In the industry and stocks, we expect to reflect more of the characteristics of "balance" and " absolute return ".
"First, based on stable demand, pay more attention to more industries such as computers and medicine, which are mainly based on certain internal demand. Second, closely track the economic changes in the rapidly growing industries such as energy storage, electric vehicles, and photovoltaics, and pay more attention to new technologies and new materials investment opportunities. At the same time, we will patiently wait for major assumption changes in the epidemic, foreign trade, energy and other fields, and look for opportunities in related industries."
For new energy vehicles, Zhou Yingbo believes that: Considering that the new energy vehicle industry is no longer a state of relying solely on policy drive, but has entered a state of creating demand for good model supply, China's significant leadership in this field will create a very good development environment for the entire industrial chain including complete vehicles, batteries, components, and materials. Although looking forward to 2023, the "intra-revolution" competition in all links is still intensifying, and the assumptions of profit margins need to be more conservative, in the process of rapid industrial scale expansion, there will be many changes and opportunities for increased volume in the fields of parts, new technology and materials.
