Yesterday, A shares
Yesterday, the three major A shares indexes opened low and fluctuated throughout the day, with mixed ups and downs at the close. As of the close, the Shanghai Composite Index fell 0.3%, the Shenzhen Component Index fell 0.19%, the ChiNext Index rose 0.32%, and the Shanghai and Shenzhen stock markets had a full-day turnover of 728.3 billion yuan. More than 3,000 stocks in the two markets rose, and northbound funds sold a net sale of 8.035 billion yuan throughout the day.
Nancai Financial Terminal shows that industry, CXO concept, and information innovation sectors have gains , and , while coal mining, liquor, real estate and other sectors have the largest declines.
overnight foreign trading
New York stock indexes rose significantly on the 13th. Last night, the US inflation data was released - September CPI and core CPI both exceeded market expectations. Among them, the US September CPI rose 8.2% year-on-year, higher than market expectations 8.1% and the previous value was 8.3%; the US September core CPI rose 6.6% year-on-year, not only higher than market expectations 6.5% and 6.3% of the previous value, but also hit a new high since August 1982. After the data was released, the three major indexes of , opened sharply lower across the board. What surprised the market was that the US stock market then launched a violent round of rises, and the three major indexes finally closed up more than 2%. Among them, the Dow Jones Industrial Average rose 2.83%, the S&P index rose 2.60%, and the Nasdaq rose 2.23%.
The three major European stock indexes rose across the board on the 13th. UK FTSE 100 Index closed at 6850.27 points on the 13th, up 24.12 points from the previous trading day, up 0.35%; France's Paris Stock Market CAC40 Index closed at 5879.19 points, up 60.72 points from the previous trading day, up 1.04%; Germany's Frankfurt Stock Market DAX Index closed at 12355.58 points, up 183.32 points from the previous trading day, up 1.51%.
international oil prices rose on the 13th. As of the close of the day, the price of light crude oil futures delivered on the New York Mercantile Exchange in November rose by $1.84 to close at $89.11 per barrel, an increase of 2.11%; the price of London Brent crude oil futures delivered in December rose by $2.12 to close at $94.57 per barrel, an increase of 2.29%.
Big News
1. The first international standard for autonomous driving test scenarios led by my country was officially released. The future prospects of the industry are optimistic. According to the Ministry of Industry and Information Technology, in October, the first international standard for autonomous driving test scenarios formulated by my country was officially released. As an important basic standard for the test scenario of the autonomous driving system, this standard meets the industry's need to use standardized language to describe the test scenarios when carrying out autonomous driving test evaluation related work. It will be widely used in the research and development, testing and management of intelligent connected vehicles autonomous driving technology and products around the world, providing important basic support for various autonomous driving applications such as smart travel, regional connection and road transportation. In the next step, the Ministry of Industry and Information Technology will organize relevant units to accelerate the research and development of advanced autonomous driving technologies, basic scenario database construction and application, and industry testing and evaluation capabilities.
Huafu Securities pointed out that the current national policies and local governments strong support guide the autonomous driving industry to usher in rapid development, bringing new opportunities to domestic manufacturers. With the continuous maturity of autonomous driving technology and the improvement of upstream algorithms and chip computing capabilities, costs are expected to further decline in the future, improving the industry's profitability. The autonomous driving industry is in its first year of development in 2022. With the application of ADAS in mid- and low-end models, the future incremental growth will show optimistic prospects and performance is expected to achieve a major breakthrough.
2. Another 6 brokerage firms have obtained qualifications Science and Technology Innovation Board market makers have increased to 14
On October 13, the China Securities Regulatory Commission approved the qualifications of 6 brokers for the Science and Technology Innovation Board market makers, namely Zhejiang Securities , Dongwu Securities , Industrial Securities , Guotai Junan , CITIC Securities and China Merchants Securities . In addition to the eight securities companies that have been approved previously (Shenwan Hongyuan , Huatai Securities, Galaxy Securities , CICC , Oriental Securities , Caitong Securities , Guosen Securities , Guosen Securities , Guosen Securities , Guosen Securities ), as of now, a total of 14 securities companies have obtained the qualification of a market maker on the Science and Technology Innovation Board.
Dongwu Securities said that , carrying out market-making trading business can enhance the industry influence of securities companies, promote company synergy, and enhance performance stability and resilience. The main sources of profits for market-making trading business are trading commissions, bid and offer spreads and holdings income, which can effectively reduce the volatility of proprietary business, improve the stability and resilience of earnings, and further enhance the anti-cyclical ability of proprietary business.
Huatai Securities pointed out that , the Science and Technology Innovation Board market maker system is actually beneficial to small and medium-sized investors. Markets without market maker system often experience excessive securities prices caused by investors' " herd effect ". The advantages of market makers in terms of funds, systems, personnel, etc. can minimize the "irrational fluctuations" in the market. Thanks to the forward-looking layout of the market maker system on the Science and Technology Innovation Board, market makers will surely become the "stabilizing force" of the stock market on the Science and Technology Innovation Board.
3. New energy vehicles production and sales hit a new record high in September, and the prosperity of the industrial chain will continue to rise
On October 13, according to the statistical analysis of China Automobile Manufacturers Association , in September 2022, new energy vehicles continued to maintain rapid growth, monthly production and sales hit a new record high, with a market share of 27.1%. new energy vehicles in September reached 755,000 and 708,000 respectively, a month-on-month increase of 9.3% and 6.2%, and a year-on-year increase of 1.1 times and 93.9%.
Huaxin Securities pointed out that under the general trend of global "dual carbon" strong driving combined with supply resonance driving the continued growth of demand, the prosperity of the industrial chain will continue to rise, maintaining the "recommended" rating of the new energy vehicle industry. At the same time, we continue to recommend medium- and long-term investment opportunities in the industry's extended energy storage, fuel cell and other directions, and focus on recommending new technologies layout opportunities.
4. National Energy Administration : The total electricity consumption of the whole society increased by 4.0% year-on-year from January to September
National Energy Administration released data on the 13th for the whole society's electricity consumption and other data. From January to September, the total electricity consumption of the whole society reached 649.31 billion kilowatt-hours, an increase of 4.0% year-on-year. By industry, the electricity consumption of the primary industry is 85.7 billion kWh, an increase of 8.4% year-on-year; the electricity consumption of the secondary industry is 423.64 billion kWh, an increase of 1.6% year-on-year; the electricity consumption of the tertiary industry is 113.79 billion kWh, an increase of 4.9% year-on-year; the electricity consumption of urban and rural residents is 103.31 billion kWh, an increase of 13.5% year-on-year.
In September, the total electricity consumption of the whole society was 709.2 billion kilowatt-hours, an increase of 0.9% year-on-year. By industry, the electricity consumption of the primary industry was 10.5 billion kWh, an increase of 4.1% year-on-year; the electricity consumption of the secondary industry was 467.6 billion kWh, an increase of 3.3% year-on-year; the electricity consumption of the tertiary industry was 123.4 billion kWh, a decrease of 4.6% year-on-year; the electricity consumption of urban and rural residents was 107.7 billion kWh, a decrease of 2.8% year-on-year.
Institutional finishing touch
0,000 and securities : Under the action of the United States to announce new chip export control measures and announce a new batch of blacklists of Chinese companies, changes in the external environment have further strengthened the expectations of information technology innovation. Although there is uncertainty in the current government's pace of promoting information innovation, the industry's information innovation is in the stage of development. As the epidemic prevention and control situation continues to improve, favorable policies are gradually implemented, the negative impact caused by delayed bidding delivery is expected to be gradually digested, the party and government and industry information innovation have formed a resonance, and the pace of the promotion of the industry may accelerate.
Pacific Securities : New energy purchase tax exemption policy continues, coupled with the arrival of the traditional consumption peak season, car sales and performance in the second half of the year are still stable support. continues to be optimistic about OEMs and parts companies that have a good layout in the new energy industry chain.
Focus Announcement
Zangge Mining: Net profit in the first three quarters is expected to increase by 401%-413% year-on-year
Ganneng Co., Ltd. : Net profit in the first three quarters is expected to increase by 146 million yuan-186 million yuan
Jinlang Technology : Net profit in the third quarter is expected to increase by 138%-158% year-on-year
Jiangte Motor : It is expected that net profit in the first three quarters will increase by 662%-742% year-on-year
SF Holding : It is expected that net profit in the first three quarters will increase by 146%-154% year-on-year
Longi Green Energy: It is expected that net profit in the first three quarters will increase by 40%-48% year-on-year
Shuangliang Energy Saving: Signed a contract of 47.056 billion yuan for polysilicon , the third The quarterly net profit increased by 539% year-on-year
Kaizhong Precision: The subsidiary passed the Fudi battery supplier review and became the BYD supplier
Rainbow Group replied to the letter of concern: Electric blankets and other household flexible heating products are currently in hand order amounts of about 1.33 million
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( statement: The content of the article is for reference only and does not constitute investment advice. Investors act on this basis at their own risk.)
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