2024-09-29
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[reminder of important events in the capital market next week: a-share market will be closed for national day and the u.s. non-farm payrolls report for september will be released] 1. the a-share market will be closed from october 1 to 7 (including weekends); shanghai gold exchange, shanghai futures exchange, the shanghai gold exchange and others were also closed. hong kong stocks will be closed on october 1 (tuesday) and normal trading will resume on october 2 (wednesday); from october 1 to october 7 (monday), south and northbound trading will be closed. 2. on september 30, the national bureau of statistics will release the monthly purchasing managers index report. previous data showed that in august, the manufacturing purchasing managers index (pmi) was 49.1%, down 0.3 percentage points from the previous month, and the prosperity of the manufacturing industry fell slightly. 3. the u.s. adp employment data, known as the "small non-agricultural employment", will be released next wednesday, and the more important u.s. non-agricultural employment data for september is scheduled to be released next friday. if the job market is weaker than expected, the fed may accelerate the pace of interest rate cuts. the market currently predicts that the fed is slightly more likely to cut interest rates by 50 basis points in november than by 25 basis points. 4. federal reserve chairman powell will speak at the national association of business economics at 1 a.m. beijing time next tuesday. market participants will pay close attention to get more clues about future monetary policy trends. 5. the situation in the middle east continues to escalate. israel attacked lebanon this week, killing many senior members of hezbollah, including hezbollah leader nasrallah. if the situation gets further out of control, it is expected to affect international oil prices and gold prices. 6. wind data statistics show that a total of 40 companies will gradually lift their restricted shares next week, with a total of 20.715 billion shares lifted. calculated based on the closing price on september 27, the total market value of the lifted shares is 64.851 billion yuan. calculated based on the closing price on september 27, the top three companies in terms of market value after the lifting of the ban are: china energy construction (40.782 billion yuan), longban media (3.59 billion yuan), and jiangnan chemical (3.457 billion yuan). judging from the number of individual stocks released, the top three companies with the highest number of released stocks are: china energy construction (18.206 billion shares), jiangnan chemical (821 million shares), and jsti (291 million shares). 7. in terms of a shares, on september 30 (monday), shangda shares will open online subscription; changlian technology will be listed on the gem. in terms of hong kong stocks, carrot plans to be listed on the main board of the hong kong stock exchange on october 2. 8. according to the "implementation rules for offline issuance of initial public offerings of stocks in the shanghai market (revised in 2024)" issued by the shanghai stock exchange, starting from october 1, offline investors and their managed placement targets will participate in the science and technology innovation board's new shares. for offline issuance, in addition to meeting the current market value threshold requirements, the lead underwriter should also require the total market value of the non-restricted a-shares and non-restricted depositary receipts held by it on the science and technology innovation board in the 20 trading days before the base date. the average daily market value is more than 6 million yuan (inclusive). 9. the "announcement on stamp duty policies on enterprise restructuring and reorganization and public institution restructuring" issued by the ministry of finance and the state administration of taxation will be implemented from october 1, 2024. it is clarified that in terms of the stamp tax policy on business books, for new enterprises established during the process of enterprise restructuring and restructuring and public institution restructuring, the total amount of paid-in capital (share capital) and capital reserves recorded in the newly opened business books shall be the part of the stamp tax that was originally paid. no more stamp duty to pay. in terms of stamp tax policy on property rights transfer documents, stamp tax is exempted from property rights transfer documents issued due to enterprise restructuring, merger, division, bankruptcy liquidation, and public institution restructuring. 10. according to the "notice on improving the city's duty-free shop policies" issued by the ministry of finance and other five departments, it will come into effect on october 1. according to the notice, one store will be established in eight cities including guangzhou, chengdu, shenzhen, and tianjin. duty-free shops in the city, etc. 11. the 2024 shenzhen international automobile expo and intelligent connected and future mobility automobile expo will be held at the shenzhen convention and exhibition center (futian) from october 1st to 5th. 12. many countries will announce the final pmi value for september next week. on october 1, the united states, the united kingdom, france, the european union, etc. will release september manufacturing pmi, and the european union will release september cpi; on october 2, eurostat will release the eurozone unemployment rate in august; on october 3, eurostat will release august ppi, the united states will release september comprehensive pmi; on october 4, the eu will release the euro zone construction pmi. 13. on wednesday (october 2), the ministerial supervision committee of opec and non-opec oil-producing countries held a meeting. novak, russia's top oil official and opec delegate at the meeting, said the organization does not plan to make any changes to current production plans and that all opec+ producers are currently fully complying with agreed production quotas. pay attention to whether oil production will be adjusted at this meeting. 14. on october 2, tesla will announce its global car delivery volume in the third quarter. in the first and second quarters of this year, the figures were 386,800 and 444,000 vehicles respectively. 15. according to foreign media reports, it is reported that openai is undergoing a round of financing of us$6.5 billion, which will bring its valuation to approximately us$150 billion. openai cfo sarah friar revealed in a recent email to investors that this round of financing has been oversubscribed and is expected to close next week.