In response to the development issues of the securities industry and the China Securities Association in the next stage, Li Chao put forward "five persistences", including: insisting on returning to the origin, insisting on strictly observing the bottom line, insisting on steady

I. [To Senate Express]

1, Vice Chairman of the Securities Regulatory Commission Li Chao proposed the "Five Persistence"

"Symposium on the 30th Anniversary of the establishment of the China Securities Industry Association" on the high -quality development of the securities industry. Li Chao, vice chairman of the CSRC, attended the symposium. In response to the development of the securities industry and the China Securities Association in the next stage, Li Chao proposed the "five persistence", including: insisting on returning to the origin, adhering to the strict bottom line, insisting on stable and long -distance, insisting on strong foundation, and adhering to the mission. In his speech, he revealed that the China Securities Regulatory Commission recently issued the "Guiding Opinions on the Responsibility of the Investment Bank Business Corporation in the Registration System" and launched a special work in the management of the securities and futures fund operation institutions. The role of "see the door" has consolidated the foundation of high -quality development in the industry.

2, Natural Resources Department: List iron ore as a strategic mineral -founding operation. The main attack of minerals.

, the Ministry of Natural Resources responded to the proposal and clearly support the development of domestic iron ore resources. According to the reply letter, in the next step, our department will continue to strengthen basic geological work and list iron ore as strategic minerals. Domestic founding operations are mainly engaged in mineral species. Mine, "Panzhi Fan" Vancanium titanium magnetite and high -quality silicon -type rock -type iron ore are the key breakthrough directions, enhance the level of basic geological work, preferably available exploration blocks, and increase exploration rights. At the same time, instruct the mining owner to increase investment, rely on scientific and technological innovation, accelerate the achievement of iron ore foundation breakthroughs, and promote increasing storage and production.

3, Shenzhen re -released the second batch of second batch of residential land to centralize the transfer announcement? Make five aspects to optimize

HTML on August 29th, Shenzhen re -released the announcement of the second batch of residential land concentration transfer announcements in 2021, and the transit land involved remains unchanged. The following adjustment and optimization are mainly made: First, adjust the qualifications and access requirements of the bidder. The second is to optimize the method of bidding for land and reasonably limit the premium of the land. The upper limit of the land premium rate is uniformly adjusted from 45 % to 15 %. The third is to further reduce the price limit of housing sales, and the price limit of ordinary commodity housing ranges from 3 % -9.2 % based on the original price limit. The fourth is to strictly implement the land purchase funding review mechanism to ensure that real estate development enterprises use their own funds to purchase land. Fifth, strengthen corporate credit constraints.

4, the earnings of profitability to make good coarse steel reduction in the first half of the year, the early showing

was in the first half of this year. Domestic steel companies were tightly affected by the supply and demand of the steel market, the price continued to be high, and the profitability was significantly better. Since the second half of the year, the effect of cutting -down production of crude steel has initially emerged. The market supply has reduced the sharp adjustment of raw materials and other raw materials such as overlay iron ore, and the profit of tons of steel has rebounded again. Industry insiders predict that the "Weak Mining" pattern will continue, and the annual profitability will not only stay in the third quarter, and the industry prosperity cycle will be stretched.

5, the latest shareholding of private equity people has surfaced

listed company disclosure of the 2021 intermediate report and entered a dense period, and the latest shares of private equity bosses have surfaced. Judging from the latest disclosure data, Ge Weidong increases its holdings of Zhaoyi innovation, and newly entered Zhongye shares; Deng Xiaofeng's newly entered circle Express, and increases Pudong Jinqiao ; , Qingcang is well -known; Jinglin Assets New Ge Lisi, Gao Yan's Liren Investment in Lizhu Group , harmonious Huiyi Yilin Pengxin into the central control technology, as well as folk stock god forestry , Ning Ning Big bosses such as Yang Dong, who are assets, also exposed shares.

6, the best -performing fund has further controlled the scale

. Recently, multiple equity funds have further tightened the purchase limit and actively limited the growth of the fund size, among which well -known products are leading performance. According to Wind data, as of August 27, a total of more than 3,200 funds in the market had suspended large purchase or suspension of purchase. In August, the trend of purchase restrictions was still fierce. Since the beginning of the month, more than 400 funds have released the "purchase restriction order". The interviewed public offers mostly said that the fund manager's active control management scale was made. The excellent fund has continued to obtain huge purchase, and the fund company further reduces the subscription limit to ensure the smooth operation of the fund.

7, "State -owned Cloud" was born in the market or welcomed the new air outlet

HTML. On August 27th, a red -headed document issued by the Tianjin SASAC "Implementation Plan on Accelerating the Construction of the State -owned Cloud System Construction of State -owned Enterprises" was large -scale online. It spreads, the entire industry is uproar, and the industry will usher in huge changes in the future. In addition to data migration requirements, the document also emphasizes data center level protection requirements and build a security protection system. In short, everything is based on data security considerations to strengthen the supervision of party, government, military, and national data. With the gradually put into use in national resources in various provinces and cities, similar plans in various cities and cities are expected to be launched one after another, and Tianjin's test water is likely to speed up the introduction of other provincial and municipal policies. Golden Stock Note: Last Friday, Copper Cow Information, Beautiful Cloud, Hangzhou Iron and Steel Co., Ltd. and other individual stocks rose daily limit.

8. The market value of nearly 200 billion yuan this week is facing a lifting of 4 shares of a lifting of a lifting market value of more than 10 billion yuan.

has a greater pressure on this week. There will be 40 shares of the shares. Based on the latest closing price, the total market value of the lifting of 198.833 billion yuan. The market value of 4 shares is more than 10 billion yuan, namely Dongfang Shenghong, Huabao, China Heavy Industry, and Shengxiang Bio. Among them, Dongfang Shenghong has the largest market value, which is 87.642 billion yuan. This week, there will be 2.768 billion listed circulation, mainly for targeted issuing institutions to assign and sell shares.

9, 12 new shares this week subscribed for a winning or earning 100,000

according to the preliminary arrangement, this week (August 30-September 3) will usher in 12 new shares to purchase. Among them, 5 new shares of GEM, 2 new shares of the main board, and 5 new shares of Science and Technology Board . GEM's new stocks will be purchased on Monday on Monday, with a issuance price of 72.69 yuan/share. If the first day of listing rose 100 %, the single -sign profit of Shanghai Friendship can reach 36,300 yuan; if the increase of 300 % on the first day, the single -sign profit will exceed 100,000 yuan.

2. [Market Strategy]

has been rebounding in the past week, and A shares have rebounded and differentiated. The Shanghai Stock Exchange Index consecutive days rose for 3 days at the beginning of the week. On Wednesday, it rose to 3540 points on Wednesday. GEM refers to weak, and the rebound is blocked with the 60 -day line, which rose 2 % throughout the week. The average daily turnover of the two cities was 1352.5 billion yuan, an increase of 106.7 billion yuan from the previous week. Northern Fund bought a net purchase of 17.99 billion yuan throughout the week, reversing 10.49 billion yuan in the previous week. In terms of industry sectors, the increase in mining, non -ferrous and machinery, and the decline in communications, banking and non -bank finance. The broader market will face the direction choice again.

3. [Nuggets]

IPV6: Recently, the Ministry of Industry and Information Technology held an IPv6 traffic to increase the three -year special deployment meeting. 1-2023) "policy Interpret and promise deployment. At the meeting, the relevant persons in charge of Tencent, Baidu, Xiaomi , Netsu Su and other companies made relevant speeches. It is understood that at present, my country's IPv6 reconstruction is basically completed, and the number of IPv6 allocation addresses users reached 1.610 billion, and the number of IPv6 active users reached 535 million.

target: Net Su Technology (300017), Dongtu Technology (300353)

Smart Meter : In recent years, my country's smart power grid industry policy has been introduced densely. The smart grid architecture includes four levels: perception layer, network layer, platform layer, and application layer. Smart meter is a typical sensing layer terminal, which is the basic data sources of various businesses such as fault repair, power transactions, customer service, distribution operation, and electrical energy quality monitoring. Under the acceleration of digital smart grids, the smart meter market and profit margin are rapidly expanding.

target: Xintian Technology (300259), Canaan Intelligence (300880)

Natural Gas: 27, the overseas natural gas reached a new high. 5 % for 32 months In new high, British natural gas futures prices hit a record high. According to CCTV news, market data shows that in the past year, the price of liquefied natural gas in Asia has nearly 6 times; European natural gas increases have become more amazing, and the price in July has increased by more than 10 times compared with May last year.

Target: New Natural Gas (603393), Guizhou Gas (600903)

Four, [Listed Company]

Yonghe Shares 605020: It is proposed to build an annual output of 10kt polytamonnide and 3KT hexfluorophobaline Project

Fu Neng Technology 688567: Construction of 24GWH new energy battery project

Dawei shares 300535: 150 million yuan investment and building an intelligent living integrated board project

00 million sailing medicine 002019: Pay F-627-related commercial rights permits to Tianqing Nanjing Shunxin

Huayu Software 300271: Chairman Shao Xue was investigated by the Beijing Municipal Supervision Committee and was stored in

Wuliangye 000858: The net profit of the first half of the year increased by 21.60 %

601005: In the first half of the year, the net profit was 2.697 billion yuan. 122.44 %

Three One Heavy Industry 600031: In the first half of the year, net profit of 10.074 billion yuan increased by 17.16 %

Menke A: The first half of revenue of 167.1 billion net liabilities 20.2 %

002466: The net profit of the first half of the year was 85.775 million yuan, the same Bi Turn to profit

Oriental Biological 688298: In the first half of the year, profit increased by 547.82 % year -on -year new crown test reagents. 146 million yuan

Salt Lake Shares 000792: In the first half of the year, net profit of 2.114 billion yuan increased by 52.97 %

core shares. 3

Zhiguang Electric 002169: The net profit of 720 million yuan in the first half of the year increased by 2961.68 %.

China Taibao 601601: In the first half of the year, net profit of 17.304 billion yuan increased by 21.5 %

China Chemistry 601117: In the first half of the year, the net profit increased by 33.33. 7 %

*ST Western Regions 300859: In the first half of the year, the operating situation of 17.53 million yuan in net profit continued to get better. tml3

search In the first half of the year, 002503: In the first half of the year, it lost 1.335 billion yuan

HTML Sailing Pharmaceutical 002019: 100 million to 150 million yuan.

This article originated from the financial industry network