[Market Data]
On October 22, the Shanghai Stock Exchange Index reported 3582.6 points, down 12.18 points, down 0.34%, and the turnover was 4554.41 Shenzhen Component Index reported 14492.82 points, up 47.96 points, up 0.33%, turnover was 559.804 billion yuan, and the total turnover of the two cities was 1.015.245 billion yuan; ChiNext Index reported 3284.91 points, up 5.42 points, up 0.17%, and turnover The amount is 198.887 billion yuan.
As of the close of last Friday, the three major U.S. stock indexes have diverged. The Dow rose 0.21% to 35677.08 points; the S&P 500 index fell 0.11% to report 4544.60 points; the Nasdaq fell 0.82% to 1,5090.2 points.
In the external market, according to iFinD, the 10-year US Treasury bond yield fell 2 basis points from yesterday to 1.66%; the U.S. dollar fell 0.1673% against the offshore renminbi to 6.38375 The US dollar fell 0.1095% against the onshore yuan to 6.385 yuan.
In terms of Bitcoin, according to Coindesk, the Bitcoin news and information network, as of 8:00 on October 25, Bitcoin was quoted at USD 60,904.45.
[Financial News]
1. According to Xinhua News Agency’s October 23 news, in order to actively and steadily advance the real estate tax legislation and reform, guide housing rationally Consumption and land resources are used economically and intensively to promote the steady and healthy development of the real estate market. The 31st meeting of the Standing Committee of the 13th National People’s Congress decided to authorize the State Council to carry out pilot real estate tax reforms in some regions. The real estate tax in the pilot areas is for residential and non-residential real estate, excluding legally owned rural homesteads and their upper residences. The State Council formulates specific measures for the pilot real estate tax, and the people’s governments of the pilot regions formulate specific implementation rules. In accordance with the principle of proactiveness and prudence, the State Council has made overall considerations to deepen the pilot and unified legislation, and promote the stable and healthy development of the real estate market to determine the pilot areas, and report them to the Standing Committee of the National People’s Congress for the record. The authorized trial period is five years, starting from the date of issuance of the State Council’s pilot measures.
2. The “About the Complete, Accurate and Comprehensive Implementation of the New DevelopmentThe Opinions on Carbon Neutralization Work by Carbon Peak was released on the 24th. As the “1” in the “1+N” policy system of carbon peak carbon neutralization, the opinions are to conduct systematic planning and overall deployment for the major work of carbon peak carbon neutralization. According to opinions, by 2030, significant results will be achieved in the comprehensive green transformation of economic and social development, and the energy efficiency of key energy-consuming industries will reach the international advanced level. By 2060, an economic system for green, low-carbon circular development and a clean, low-carbon, safe and efficient energy system will be fully established, energy utilization efficiency will reach the international advanced level, and the proportion of non-fossil energy consumption will reach more than 80%.
3. At the 2021 Financial Street Forum annual meeting policy release event, Gao Li, a spokesperson for the China Securities Regulatory Commission, pointed out that the Beijing Stock Exchange has completed the business registration Registration and major system rules have also been publicly solicited for comments, and major technical systems have also been prepared. At present, various preparations are progressing steadily. In the next step, the China Securities Regulatory Commission will continue to take effective measures to promote the smooth implementation of the reform of the Beijing Stock Exchange. We will make every effort to ensure the stable opening of the Beijing Stock Exchange, and strive to handle major and good things well, so as to promote the overall function of the NEEQ.
4. On October 22, the China Iron and Steel Industry Association held a third quarter economic operation symposium for some iron and steel enterprises. He Wenbo, Secretary of the Party Committee and Executive Chairman of the Iron and Steel Association pointed out that the iron and steel industry At present, we must unswervingly implement the two “hard core” tasks of “dual control” of production capacity and output and price stability and supply, go all out to fulfill the industry mission of ensuring supply, and do our utmost to achieve good annual operating results for the entire industry. We must not only see the adjustment of China’s steel production scale, but also pay close attention to the changes in the downstream consumption trend of steel. This is the basis for this production adjustment and the basis for determining the next level of production capacity.
5. On the afternoon of October 24, the Joint Prevention and Control Mechanism of the State Council held a press conference in Beijing to introduce the strengthening of the prevention and control of the autumn and winter epidemics and the implementation of vaccination. The spokesperson of the National Health Commission Mi Feng said at the press conference that since October 17, there have been multiple local outbreaks in the country, showing a rapid development trend, which has spread to 11 provinces within a week. Most of the infected people have cross-regional travel activities, and the risk of further spread of the epidemic is still increasing.
Wu Liangyou, deputy director of the CDC of the National Health Commission, stated at the press conference of the Joint Prevention and Control Mechanism of the State Council that according to the results of the existing circulatory and virus sequencing, the number of cases The whole genome sequence of the virus has low homology with previous domestic epidemics, suggesting that this epidemic was caused by a new overseas import source. Generally speaking, the current epidemic situation is in a rapid development stage, and the number of non-tourism cases has begun to increase. It is expected that as the investigation and screening of risk groups continues, the next few daysThe number of detected cases will continue to increase, and the spread of the epidemic may further expand.
6. On October 24, at the “Sustainable Information Disclosure Standards Research” Project Report Release Conference of the 3rd Shanghai Bund Finance Summit, Shanghai Stock Exchange Deputy General Manager Liu Ti said that the China Securities Carbon Neutrality Index will be jointly released with the Shanghai Environment and Energy Exchange and related ETF products will be developed.
7. The National Development and Reform Commission’s WeChat official account reported on October 24 to further strengthen the joint supervision of the coal futures spot market and reduce the excessively high coal price to a reasonable level as soon as possible In order to bring the coal market back to rationality, recently the Price Department of the National Development and Reform Commission organized local cost surveys on coal production and circulation enterprises, and together with the Price Cost Investigation Center, several investigation teams were formed to conduct investigations on key coal production enterprises and circulation companies in relevant provinces. Companies conduct on-site investigations to provide a basis for determining a reasonable range of coal prices and preventing coal companies from making huge profits.
8. The National Development and Reform Commission’s WeChat official account reported on October 24 that major coal producing areas such as Shanxi, Shaanxi, and Mongolia have actively implemented the CPC Central Committee and the State Council’s proposal to ensure stable coal supply. A series of decision-making arrangements for the price of coal, go all out to organize coal production, guide coal companies to take the initiative to assume social responsibility, and stabilize market prices. The Shanxi Province Energy Supply Coordination Group issued a notice, the relevant departments of the Inner Mongolia Autonomous Region and the Ordos People’s Government held a special meeting, and the Yulin Municipal People’s Government issued documents, which set clear requirements for local coal companies to rationally analyze the market and gradually reduce market sales prices. According to market information, coal mines in Datong, Shuozhou, Mengdong, Ordos, Yulin, Tongchuan and other places have taken the initiative to lower coal pit sales prices recently. The price cuts are all above 100 yuan/ton, and the highest price cut reaches 360 yuan/ton.
9. On October 22, the U.S. 5-year breakeven inflation rate climbed by more than 9 basis points to 3.007%, breaking through 3% for the first time on record, far surpassing the Fed 2% long-term inflation target. This data is a measure of inflation expectations in the US bond market for the next five years. Fed Chairman Powell attended the BIS panel discussion. He said at the meeting that high inflation may continue until next year, but still expects the inflation rate to fall to close to the 2% target. If the Fed sees a serious risk of rising inflation expectations, it will raise interest rates. . Powell believes that it is time to reduce the scale of debt purchases.
[New Stock Subscription]
There is a total of 1 IPO subscription this Monday, on Thursday. The stock name is Sanyangma, and the purchase code is001317. According to public information, Sanyangma is a third-party logistics company that provides comprehensive services to the automobile industry and the fast-moving consumer goods industry mainly through “road-rail combined transportation”.
According to the prospectus, from 2018 to 2020, Sanyangma will achieve operating income of 829 million yuan, 920 million yuan, and 867 million yuan respectively; net profit of 45 million yuan will be achieved respectively. Yuan, 67 million yuan, 64 million yuan.