2024-09-26
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【news express】
1.the central financial and economic affairs commission and the china securities regulatory commission jointly issued the "guiding opinions on promoting the entry of medium- and long-term funds into the market" (hereinafter referred to as the "guiding opinions").the main goal of the guiding opinions is to promote a significant increase in the scale and proportion of medium- and long-term capital investment, a more reasonable structure of capital market investors, comprehensive strengthening of the long-term nature of investment behavior and the inherent stability of the market, steady improvement of investor returns, and a deep penetration of the concept of medium- and long-term value investment, so as to form a new situation in which medium- and long-term funds can better play a leading role, investment and financing can develop more balanced, and the functions of the capital market can be better exerted. in the next step, under the overall coordination of the central financial office, the china securities regulatory commission will work with relevant ministries and commissions to strengthen policy coordination and information sharing, strengthen work synergy, and ensure the implementation of various measures of the guiding opinions.
2.according to the central bank’s website,on the afternoon of september 26, the people's bank of china held a system-wide video conference to study and implement the spirit of the central political bureau meeting on september 26, and to make every effort to accelerate the implementation of recent financial incremental policy measures.pan gongsheng, party secretary and governor of the people's bank of china, attended the meeting and delivered a speech. the meeting emphasized that the political bureau of the cpc central committee made a profound analysis of the current economic situation and made clear arrangements for the next step of economic work. the people's bank of china system must act quickly, go all out, and fully implement it.we must speed up the issuance of documents on incremental financial policy measures and ensure the implementation of each policy measure item by item.we must strengthen departmental coordination, set up special working groups, and work together across the entire system to effectively promote the sustained recovery of the economy and high-quality development of finance.
3.two days after the china securities regulatory commission issued the "opinions on deepening the reform of the merger and acquisition market of listed companies" (hereinafter referred to as the "six mergers and acquisitions"), the first order was accepted!on september 26, a securities times reporter learned from the shanghai stock exchange website that on the same day, qingdao port's merger and reorganization application was officially accepted by the shanghai stock exchange. this was the first merger and reorganization case accepted after the release of the "six mergers and acquisitions policy".
4.on the afternoon of september 26, the ministry of commerce held a regular press conference. when asked by a media, the office of the united states trade representative recently said that it recommended raising the tariff rate of section 301 on five product categories, including certain tungsten products, silicon wafers and polysilicon, and would solicit public opinions on the plan to significantly increase tariffs on related products starting this week. what is the ministry of commerce's comment on this? in this regard, he yongqian, a spokesperson for the ministry of commerce, said that china has always opposed the us's practice of imposing additional section 301 tariffs and has made solemn representations many times. the wto has long ruled that the us section 301 tariffs violate wto rules, and the us's recent practices are going further and further down the wrong path.he yongqian further stated, "we urge the us to respond objectively and rationally to the calls from all walks of life, and to cancel all additional tariffs on china as soon as possible based on the fundamental interests of maintaining the security of the global production and supply chain and the consumers and producers of china and the united states, so as to create a healthy and predictable environment for economic and trade cooperation between the two countries."(global network)
5.on september 25, the state-owned assets supervision and administration commission of the state council held a meeting to promote the professional integration of central enterprises.wang hongzhi, member of the party committee and deputy director of the state-owned assets supervision and administration commission of the state council, made the latest deployment on the professional integration of central enterprises. wang hongzhi pointed out that the professional integration of central enterprises should focus on "9+6" (strategic emerging industries and future industries), accelerate the creation of a number of industrial clusters with distinctive characteristics, outstanding advantages, industrial integration, and strong market competitiveness, promote the consolidation, supplementation and strengthening of the chain, forge core competitive advantages, promote integration and integration, optimize resource allocation, and effectively improve the efficiency of state-owned capital operation. at the meeting, six companies including china southern power grid, china telecom, china faw, china chengtong, china rare earth group, and china green development made speeches. 12 groups of 26 units signed professional integration projects, covering multiple fields such as power batteries and artificial intelligence.
6.he yongqian, spokesperson of the ministry of commerce, said at a press conference:from january to august 2024, my country's non-financial direct investment abroad was us$94.09 billion, a year-on-year increase of 12.4%.among them, chinese enterprises made non-financial direct investment of us$20.51 billion in countries participating in the belt and road initiative, a year-on-year increase of 2.2%. from january to august 2024, the turnover of foreign contracted projects reached us$97.34 billion, a year-on-year increase of 5%; the value of newly signed contracts reached us$149.5 billion, a year-on-year increase of 21.1%. among them, chinese enterprises completed a turnover of us$78.47 billion in contracted projects in countries participating in the belt and road initiative, a year-on-year increase of 3.6%; the value of newly signed contracts reached us$123.21 billion, a year-on-year increase of 18.8%.
7.according to the official account of the asset management association of china,as of the end of the second quarter of 2024, the total scale of asset management products of fund management companies and their subsidiaries, securities companies and their subsidiaries, futures companies and their asset management subsidiaries, and private equity fund management institutions reached 70.6 trillion yuan.among them, the scale of public funds is 31.08 trillion yuan, the scale of private asset management products of securities companies and their subsidiaries is 6.42 trillion yuan, the scale of private asset management products of fund management companies and their subsidiaries is 5.98 trillion yuan, the scale of pension funds managed by fund management companies is 5.27 trillion yuan, the scale of private asset management products of futures companies and their asset management subsidiaries is 330 billion yuan, the scale of private equity funds is 19.69 trillion yuan, and the scale of asset-backed special plans (abs) is 1.91 trillion yuan.
【industry information】
1.on september 26, the ministry of agriculture and rural affairs and seven other departments jointly issued the "notice on promoting the stable development of beef and dairy cattle production" (hereinafter referred to as the "notice"), which clarified seven policy measures to stabilize beef and dairy cattle production.the notice requires that all localities strengthen communication and collaboration among departments to form a joint force. on the basis of organizing and implementing existing funding channels, more targeted policies to help farmers and enterprises alleviate difficulties should be introduced in light of the actual situation. a regular communication and exchange mechanism should be established with farms (enterprises) to guide and help solve practical difficulties encountered in production and operation, and promote the stable development of beef and dairy cattle production.
2.the china automobile dealers association released a weekly report on used cars. from september 16 to september 22, 2024, the market showed a clear recovery trend, with the average daily transaction volume climbing to 63,500 vehicles, an increase of 1.32% from the previous week and 7% from the same period in august.on the one hand, the used car market has shown a good development trend under the active promotion of the old-for-new car policy; on the other hand, with the arrival of the national day holiday, the demand for cars as a means of transportation and suburban leisure has increased significantly, which will have a certain promoting effect on the automobile consumption market.
3.according to lighthouse professional edition,as of 16:32 on september 26, the total pre-sale box office (including previews) of new films in the 2024 national day holiday has exceeded 50 million yuan."the road to fire", "bureau 749" and "volunteers: battle of survival" are currently ranked in the top three of the pre-sale box office list.
4.according to data released by the china iron and steel association, in mid-september 2024, the steel inventory of key steel enterprises was 15.65 million tons, an increase of 680,000 tons from the previous ten days, an increase of 4.5%.; an increase of 3.29 million tons compared with the beginning of the year, an increase of 26.6%; a decrease of 800,000 tons compared with the same period of last month, a decrease of 4.9%; a decrease of 110,000 tons compared with the same period of last year, a decrease of 0.7%; a decrease of 2.01 million tons compared with the same period of the previous year, a decrease of 11.4%.
[individual stock benefits]
three index funds increased their holdings of kweichow moutai by 10 billion yuan in the third quarter
muyuan shares: plans to repurchase shares for 3 billion to 4 billion yuan
tcl technology: plans to acquire equity interests in lg display (china) co., ltd. and lg display (guangzhou) co., ltd. for rmb 10.8 billion
baobian electric: the controlling shareholder and china electric equipment signed an agreement on the free transfer of state-owned equity in the enterprise
veichuan electric: plans to jointly invest with kodali to establish a company
propharma: signed a strategic cooperation agreement with baikuirui
optoelectronics: wholly-owned subsidiary plans to invest 54.6429 million yuan in duozi medical
xintian technology: fei zhanjun, one of the actual controllers, increased his holdings of the company's shares by 3 million shares
juncheng technology: subsidiary signs strategic cooperation agreement with shenzhen jintu
zhongrui shares: signed a strategic cooperation agreement with lihua power supply