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the three major a-share indices all opened slightly higher, with the shanghai composite index opening 0.07% higher, the shenzhen component index opening slightly higher, and the chinext index opening 0.03% higher.

the non-ferrous metals, cultured diamonds and other sector indices saw the largest increases, while the refrigerants, stem cells, 5.5g and other sector indices saw the largest decreases.

【organization views】

citic securities: driven by policies, technology and market forces, the scale and commercialization of vehicle-network interaction is expected

citic securities research report pointed out that at the current point in time, driven by the joint efforts of policies, technology and market, the profit model of vehicle-grid interaction is becoming increasingly clear, and the future scale and commercial development path is clear, which will bring a large market space for related charging equipment companies and resource aggregators. investment logic: 1) from the perspective of load aggregation, we recommend charging operation leaders with significant advantages in vehicle-grid interaction qualifications, resources and operations, which are also natural load aggregators; 2) from the perspective of charging equipment, the development of vehicle-grid interaction brings about the upgrade and iteration needs of related charging equipment, and we recommend charging equipment manufacturers that plan v2g in a forward-looking manner.

guojin securities: the new "ten national policies" will help the insurance industry develop in a long-term and healthy manner, and the industry concentration is expected to increase

guotai junan securities pointed out that on september 11, the state council issued the "several opinions on strengthening supervision, preventing risks and promoting high-quality development of the insurance industry" (referred to as the new "national ten articles"). the new "national ten articles" propose that the long-term goal is to basically form a new insurance industry with strong international competitiveness by 2035, and further clarify the risk disposal plans for small and medium-sized insurance companies in the high-quality development measures, and strengthen hierarchical and classified supervision based on "high-risk and high-intensity supervision, low-risk and low-intensity supervision". it is expected that the competitive landscape of large insurance companies with strong capital strength, stable and compliant operations, and better risk management capabilities and levels will be further improved, and the industry concentration is expected to increase, which will be beneficial in the long run.

industrial securities: aluminum industry profits continue to rise, optimistic about the valuation recovery of electrolytic aluminum

industrial securities pointed out that there is an expectation of improvement in demand during the peak season of september and october, the supply side remains stable, and aluminum prices may rise again, and electrolytic aluminum profits are expected to improve. at the same time, the supply of upstream bauxite continues to be tight, and the inventory of alumina is at a low level. the spot price of alumina is firm, and aluminum companies with integrated layout of the aluminum industry chain may continue to benefit. in the long run, the increase in electrolytic aluminum production capacity is limited, and structural upgrades drive steady growth in demand. in the future, high profits of related companies are expected to continue, and as the balance sheet is further repaired, aluminum plants may continue to increase dividends.