Litong weather network

State-run, State-run "double reduction" policy landing: training institutions are not allowed to go public and take vacations.

Recently, the general offices of the General Office of the Central Committee of the CPC and the State Council issued the Opinions on Further Reducing the Students' Homework Burden and Off-campus Training Burden in Compulsory Education, and issued a notice, requiring all localities and departments to conscientiously implement it in light of the actual situation.

Source: Securities Times Network

The policy system of "1+N" for carbon neutrality in peak carbon dioxide emission will be released soon.

On July 24th, at the Global Wealth Management Forum 202 1 Beijing Summit with the theme of "Global Green Recovery and ESG Investment Opportunities", Xie Zhenhua, China's special envoy for climate change affairs, said that the "1+N" policy system of carbon neutrality at the peak of carbon dioxide emissions would be released soon.

At the meeting, Xie Zhenhua said that the peak of carbon dioxide emissions will reach the peak of carbon dioxide in 2030, and carbon neutrality will be achieved before 2060, including the greenhouse gas emissions of the whole economy, including all greenhouse gases from carbon dioxide.

Source: 2 1 Century Business Herald

According to the report, the RMB has surpassed the Japanese yen and the British pound to become the third largest international currency.

According to the RMB Internationalization Report 202 1 released by the Institute of International Monetary Studies of Renmin University of China on the 24th, the internationalization index (RII) of RMB is 5.02, a sharp increase of 54.20% year-on-year, setting a record high. The use of RMB has surpassed that of Japanese yen and British pound, making it the third largest international currency. In 2020, the RII in the four quarters was 4. 10, 5. 19, 5. 14 and 5.02, respectively, showing the characteristics of sharp rise and high fluctuation.

Source: Securities Times

A line of two sessions made a heavy voice on weekends! The asset management industry should consciously set an example of value investment, and don't exaggerate excessive returns.

Officials of the NPC and CPPCC have repeatedly talked about the development status of the asset management industry, and put forward suggestions for the future development of the asset management market in China. They proposed that the asset management industry should constantly improve its investment and research capabilities and service level, and called for improving the financial literacy of the whole society. In addition, while reviewing the development status of the futures market, it looks forward to the development potential of the futures market, pointing out that the futures market still has great potential in serving the asset allocation and wealth management of Chinese residents.

Source: Securities Times Network

The amount involved exceeds 3 billion! The CSRC informed Zhongyuan Home Furnishing and other stock price manipulation cases.

After investigation, from September 2020 to May 20021year, Shimou and other manipulation gangs controlled dozens of securities accounts and pushed up the stock prices of Zhongyuan Jiayuan and Litong Electronics through illegal means such as continuous trading and reverse trading, with a transaction amount of more than 3 billion yuan. The relevant acts have reached the standard of criminal prosecution and are suspected of constituting the crime of manipulating the market.

Source: International Finance News

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

Second, the focus of market hotspots

Market Comments: The chips in the Baotuan plate are loose, and they are treated with caution in the near future.

On Friday, the market indexes of the two cities fluctuated and adjusted, and the total market turnover was enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index closed down 0.68% at 3,550.40 points. The Shenzhen Component Index fell 1.53% to close at 15028.57; Growth enterprise market fell 2. 10% to close at 3469.87 points.

On the disk, military concept stocks, resource cycle stocks and brokerage stocks were active, with the highest gains, while the brewing sector was relatively weak. From the trend point of view, the GEM index has been deviated many times, the trading volume has been enlarged, and the chips have begun to loosen. If it continues to rise, it will brew greater risks.

In operation, if it continues to rise, it is recommended to lower the position. It is suggested to pay attention to resource cycle stocks with performance support and little increase, photovoltaic concept stocks with good plate trend, military stocks with low positions and stocks with good interim report.

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

Macro perspective: foreign exchange bureau: the price-earnings ratio of China Stock Exchange is lower than that of developed markets and most emerging economies.

Wang Chunying, deputy director and spokesperson of the State Administration of Foreign Exchange, said at the press conference of the State Council Office that the current P/E ratio of China's stocks is lower than that of developed markets and most emerging economies, so the investment value is still high. Bonds also have a good return on investment. For example, the yield of 10-year treasury bonds is stable at around 3%, which is significantly higher than that of bonds in countries with zero interest rates or even negative interest rates. At the same time, we also observed the international sovereign credit related evaluation indicators, showing that China's sovereign credit risk is low and the value of RMB is stable.

Source: Securities Times

Comments: in the first half of 20021,China's economy continued to pick up steadily, showing a steady and progressive development trend. China's foreign exchange market is generally stable, the RMB exchange rate fluctuates in both directions, and it remains basically stable at a reasonable and balanced level; Foreign exchange receipts and payments transactions are more active, and the foreign exchange market is expected to be stable and orderly. This has laid a solid foundation for the stable development of the capital market. Compared with developed markets and most emerging economies, the P/E ratio of China stock market is low, which mainly means that the average P/E ratio of the whole market is not high. For many theme stocks, the price-earnings ratio is not low, and investors still need to pay attention to the risks of theme speculation.

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

Non-ferrous metal industry: electricity is limited in many places, and the electrolytic aluminum plate continues to be optimistic.

Since July, high temperature weather has appeared all over the country, the peak of electricity consumption has come, and the power supply in many places is tight. Power supply in Inner Mongolia, Yunnan, Henan and other places is tight, and Inner Mongolia, Yunnan and other places have issued power limit notices.

Source: Everbright Securities Research Report

Comments: In the next two years, there will still be more than 22 million tons/year of production capacity, and the total production capacity in 202 1 year will be about10.6 million tons/year, and the situation that alumina supply exceeds demand will continue; In June, the average profit per ton of electrolytic aluminum industry was about 4825 yuan/ton, maintaining a high level; In the case that the pattern of alumina oversupply is difficult to change, the profits of the industrial chain will shift downstream, and the profits of electrolytic aluminum enterprises will remain high.

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

Third, the new share subscription tips

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Four. Key stock recommendation

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