Pay attention to the weather in Shanghai

CSRC: Strengthen the enforcement of illegal acts in the capital market and severely crack down on all kinds of illegal acts.

The CSRC said that it will strictly implement the "zero tolerance" requirement, intensify law enforcement against illegal acts in the capital market, severely crack down on all kinds of illegal acts, and continuously purify the capital market environment. At the same time, implement the provisions of the Measures, promptly respond to and solve new situations and problems arising from the implementation of the commitment system for parties in securities and futures administrative law enforcement, protect the legitimate rights and interests of investors according to law, maintain an open, fair and just capital market order, and promote the stable and healthy development of the capital market.

Source: CSRC website

Great innovation! The CSRC approved Shanghai to carry out this financial pilot.

The China Securities Regulatory Commission recently approved the pilot transfer of private equity and venture capital shares in the Shanghai regional equity market.

Relying on Shanghai Equity Custody Trading Center to carry out pilot share transfer, gradually broaden the exit channels of private equity and venture capital, promote the integrated development of private equity funds and regional equity markets, and help the smooth flow of financial and industrial capital. At the same time, the reply also requires all parties to strictly abide by the bottom line of private placement supervision, ensure the access of qualified investors, and strictly implement the territorial responsibility of daily supervision and risk disposal.

The implementation of this pilot project is an important measure to implement the Opinions of the State Council Central Committee on Supporting Pudong New Area's High-level Reform and Opening-up and Building a Pioneer Area of Socialist Modernization in July 20021. The opinion puts forward that "on the basis of summarizing and evaluating the relevant pilot experience, timely study the establishment of a private equity and venture capital share transfer platform in Pudong according to law and compliance, and promote the development of the secondary trading market of private equity and venture capital shares".

Source: Shangguan News

Wechat: You can directly access external links in the peer-to-peer chat scenario.

For WeChat, the update of the "WeChat External Link Content Management Specification" will be released: external links will be directly accessible in the peer-to-peer chat scenario; The external direct function of open e-commerce will be tried out in the group chat scenario.

Source: CBN

Increase the inspection of listed companies and other subjects! The tenth five-year plan for accounting reform and development was issued.

The Ministry of Finance recently issued the Outline of the 14th Five-Year Plan for Accounting Reform and Development. The Outline of Planning defines some key points of accounting reform and development during the Tenth Five-Year Plan period, including: strengthening the inspection of listed companies and related accounting firms according to law, and increasing the administrative punishment and public exposure of violations.

Source: china securities journal.

Last year, the National Development and Reform Commission released the list of the first batch of national logistics hubs during the 14th Five-Year Plan period.

Recently, the National Development and Reform Commission issued the Notice on Doing a Good Job in the Construction of the First National Logistics Hub in the 14th Five-Year Plan, and included 25 hubs in the list of the first national logistics hub in the 14th Five-Year Plan. Among them, there are 8 in the eastern region, 6 in the central region, 8 in the western region and 3 in the northeast region. At present, the National Development and Reform Commission has led the layout and construction of 70 national logistics hubs, and the hub network covers 29 provinces (autonomous regions and municipalities) and Xinjiang Production and Construction Corps, laying a solid foundation for accelerating the construction of a modern logistics operation system of "channel+hub+network" and supporting the construction of a new development pattern. In the next step, the National Development and Reform Commission will establish and improve the daily operation monitoring system of the hub to dynamically monitor the operation of the hub that has been included in the annual construction list. The National Development and Reform Commission will give appropriate support to eligible projects or recommend them to relevant financial institutions through policy channels such as investment in the central budget and special bonds of local governments.

Source: Securities Times Network

(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)

Second, the focus of market hotspots

Market comments: the index opened lower and went higher, and the market was mainly based on repair.

On Monday, the market index of the two cities opened lower and went higher, and the total market turnover was enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index closed down 0.04% at 3,562.70 points. The Shenzhen Component Index rose 0.22% to close at 148 10.2; Growth enterprise market rose 1.00% to close at 3503.4438+0.

On the disk, military stocks, test stocks and Tesla concept stocks were active, with the highest gains, while oil and gas concept stocks were relatively weak. Affected by the news of the new virus, the index opened lower in early trading and rose steadily, and the market stocks were mainly repaired. From the trend point of view, the downward buying of the index is strong and has certain toughness, which weakens the index level in the short term and responds with the idea of midline layout.

In operation, the activity of individual stocks continues to increase, and the hot spots are quickly switched. In the medium term, it is recommended to pay attention to high-quality leading enterprises such as the middle and lower reaches of lithium batteries, military industry, photovoltaics, energy storage, chips and consumption, as well as stocks with good performance in the third quarter.

(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)

Macro view: WHO assessed the global risk of Omicron strain as "very high".

According to CCTV news, local time1October 28th, 165438+, WHO said in its technical briefing to member countries that in view of the immune escape potential of COVID-19 mutant virus Omicron strain and its possible increased infectivity, it is very likely that Omicron strain will spread further around the world, and there may be a surge of COVID-19 cases in the future, which will lead to serious consequences. Therefore, the global overall risk assessment of Omicron strain is "very".

Source: CCTV News

Comments: The spread of COVID-19 mutant virus Omicron strain has brought new uncertainties to the global economy. This will once again delay the withdrawal of monetary stimulus policies in the United States and other countries, which is good news for the capital market.

(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)

Non-ferrous metal industry: magnetic materials benefit from the motor policy, and lithium prices rise in the peak demand season.

165438+1On October 23rd, the Ministry of Industry and Information Technology and the General Administration of Market Supervision jointly issued the Motor Energy Efficiency Improvement Plan (202 1-2023), aiming to achieve the annual output of energy-efficient motors1700,000 kilowatts by 2023, and the proportion of energy-efficient motors in service. At present, the penetration rate of NdFeB motors in industrial motors is less than 5%. As the most widely used industrial motor, the improvement of energy consumption standards will greatly drive the demand for NdFeB. The consumption of NdFeB for industrial motors is about 0.2-0.5kg/Kw, and the total output of industrial motors in China will be 230 million Kw in 2020. If the penetration rate of NdFeB motors is increased to 10%, the demand for NdFeB will be 4600- 1 1.500 tons/year. The motor in service is about 2 billion Kw. If the magnetic permeability of NdFeB motor is increased by 10 PCT, it will drive the demand of 4 4- 10/00000 tons of NdFeB.

Last week, the price of lithium carbonate in Wuxi Pan rose by 0.45% to 225,500 yuan/ton, the prices of industrial carbon and electric carbon in Baichuan increased by 0.80% and 1.00% to 19 and 202,400 yuan/ton respectively, the price of lithium hydroxide remained at198,900 yuan/ton, and the price of spodumene increased. The price of lithium ore has accelerated, and the rapid increase in the cost side continues to form a strong support for the price of lithium salt. Affected by the weather, the operating rate and output of lithium carbonate continued to decrease by 0.49%, 0.49% to 52.9% and 4,486 tons this week, and the inventory decreased by 1.63% to 6,595 tons. The fourth quarter coincides with the peak consumption season of new energy vehicles, and the demand continues to maintain high growth. The inventory of lithium carbonate continues to decline, and the price shows signs of accelerating. This week, the start-up volume and output of lithium hydroxide increased by 0.56%, 0.57% to 63.3% and 4,398 tons, respectively, and the production of various manufacturers gradually recovered, but the market demand of downstream high-nickel ternary materials weakened, resulting in a high price consolidation of lithium hydroxide and an increase in lithium hydroxide inventory of 1.72% to 254 tons.

Source: Cinda Securities Research Report

Comments: Under the background of "double carbon", we attach importance to the historic investment opportunities of new energy and new materials, focusing on new energy metals (lithium cobalt nickel rare earth) with strong demand and weak supply pattern, as well as new metal materials benefiting from industrial upgrading and domestic substitution.

(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)

Third, the new share subscription tips

The subscription code of Jia Lian Science and Technology is 30 1 193, and the subscription price is 30.73 yuan.

The subscription code of Tongling shares is 30 1 168, and the subscription price is 39.08 yuan.

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Four. Key stock recommendation

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