Market NewsThe Morning Post (08.25): Putin declared his position on the plane crash at Prigo for the first time, and Zelensky also spoke up! "Tesla of Vietnam" is crazy, with a market capitalization of more than 820 billion yuan.
Yesterday, Japan was "bent on going its own way" to discharge nuclear contaminated water into the sea, triggering a "chain effect". Among them, the price of salt in South Korea has soared, people have "hoarded salt throughout the country", and there has also been a "tide of salt grabbing" in many parts of the country. In response, the official response said that there is an ample supply of edible salt in China, and citizens buy rationally according to their needs. The executive director of the China Salt Industry Association said that our country has strict food safety regulations and domestic salt production meets the demand, so it is not recommended to follow the practice of South Korean people hoarding salt. In addition, nuclear radiation detectors were also snapped up, and on the e-commerce sales platform, a brand of nuclear radiation detectors sold more than 10,000 units in August.
In addition to Japan's nuclear contaminated water, the news that Prigoren of the "Wagner incident" was killed in a plane crash also attracted global attention. At present, Putin and Zelanski have expressed their positions one after another. Putin expressed condolences to the families of the victims of the crash and stressed that the country will not forget Wagner's contribution; Ukrainian President Zelensky also said that the incident had nothing to do with Ukraine. It was also reported that after the crash of Wagner leader Prigo, a convoy of Wagner soldiers was leaving Belarus for Russia.
In terms of US stocks, the stock index opened high and fell low, falling more than 1% collectively. By the close, the Dow was down 1.08%, the Nasdaq was down 1.87%, and the S & P was down 1.35%. Vietnamese electric car maker VinFast Auto rose 32.33% to $49, a record closing high, with a market capitalization of $113.79 billion (about 828.3 billion yuan), making it the world's third-largest listed auto stock by market capitalization.
Most large technology stocks closed lower. Apple closed down 2.62% after holding the fewest large tech stocks for institutional investors and the most undervalued since 2008, according to Morgan Stanley. Although the results and guidance for the next quarter exceeded expectations across the board, Nvidia rose only 0.1 per cent on the first trading day after its results. Microsoft closed down 2.15%, Google closed down 2.09%, Amazon fell 2.72% Magi Meta fell 2.55%, Tesla fell 2.88%, Tesla's Cybertruck bookings are estimated to have exceeded 1.96 million.
Chinese stocks were mixed, with KWEB up 0.44%. TSMC fell 1.79%, Ali fell 0.81%, pinduoduo rose 0.45%, JD.com fell 2.34%, Baidu rose 1.13%, ideal fell 0.28%, Weilai fell 1.85%, and Xiaopeng rose 0.87%. Wu Xinzhou, the former soul of Xiaopeng's intelligent driving, was confirmed in the position of Nvidia as head of self-driving products. New Oriental rose 0.83%, Fu Tu rose 1.23%, and WB rose 3.16%.
In terms of global asset performance, the yield on two-year Treasuries rose back to 5%, the dollar accelerated its rebound, and the dollar index rose above 104 for the first time in more than two months. The offshore renminbi rose above 7.29 to a new high in more than a week before falling at one point; the Turkish lira surged 7 per cent in intraday trading.
European natural gas fell more than 10% in two days, a new low in nearly two weeks. Us Oil closed up 0.2% at US $79.05 / barrel, stopping three consecutive falls and leaving its four-week low for the time being. Gold has risen four times in a row and is still close to a two-week high.
1. Putin expressed his position on Prigo's plane crash for the first time
According to several Russian media reports, Russian President Vladimir Putin expressed condolences to the victims of the plane crash in Teville on Thursday, highlighting the appointment of Yevgeny Prigo, founder of the Wagner military group, who was killed in the incident. This is also the first time that a Russian president has publicly stated his position after the crash. Putin particularly stressed that the country knows, remembers and will not forget Wagner's contribution. He also said that he had known Prigo Ren for a long time, and that Prigo Ren was a "talented and ill-fated" man.
two。 The Ukrainian army withdrew after the raid on Crimea.
The Intelligence General of the Ukrainian Defense Ministry, with the support of the navy, carried out a special military operation in Crimea in the early morning of the same day, the Ukrainian Defense Ministry Intelligence General Administration said in an article on its website on Thursday (August 24). Ukrainian special forces landed on ships in Oreniovka and Mayak, the westernmost tip of Crimea. The Russian side has not yet responded to this. During the operation, Ukrainian special forces exchanged fire with Russian troops, Russian personnel suffered losses and Russian equipment was destroyed. After completing all the set goals and tasks, Ukrainian personnel withdrew from Crimea without casualties.
3. Japan's nuclear contaminated water is discharged into the sea
12:00, Beijing time, Japan's Fukushima Daiichi nuclear power plant began the discharge of nuclear contaminated water into the sea. Tepco said that the discharge of nuclear contaminated water that day is expected to be 200 to 210 tons, the first discharge of the sea will be about 460 tons per day, lasting for 17 days, a total discharge of about 7800 cubic meters of nuclear contaminated water. According to NHK, Japan will spend 70 billion yen on negative information about nuclear contaminated water, a "public relations budget" that is almost 20 times the budget for the discharge of nuclear contaminated water into the sea and twice the budget for steam emissions.
4. China Salt Group statement! Don't rush to buy blindly
On the evening of the 24th, China Salt Group issued a statement on ensuring the supply of salt in the market, saying that affected by the discharge of nuclear contaminated water from Japan, salt was snapped up in some markets in China. China Salt Group said that as the only central enterprise in China's salt industry, ensuring the supply, quality and safety of the salt market is its primary responsibility.
5. A number of brokerage officials have announced the reduction of domestic service, all of which have been officially implemented since August 28.
To benefit investors, a number of brokerages quickly stepped in. On August 24th, Citic Securities, the "brokerage number one", took the lead in firing the first shot of a commission reduction, announcing a reduction of 0.00146%; followed by Citic Construction Investment, Guotai Junan, Caida Securities, China International Capital Corporation, Haitong Securities and Huatai Securities, all of which were officially implemented since August 28th. Shen Wanhongyuan research said that the reduction of A-share transaction fees is the first reduction in nearly eight years, aimed at reducing institutional costs and reducing friction costs among investors. As far as securities firms are concerned, fee reduction has little impact on the main income of large comprehensive securities firms.
6. Yesterday, 12 listed companies announced share buybacks.
Xinrui shares: it is proposed to buy back the shares at 34 million yuan to 68 million yuan, and the repurchase price does not exceed 40 yuan per share. Tea Technology: it is proposed to buy back the shares at the price of 30 million-50 million yuan, and the repurchase price does not exceed 37 yuan per share. Yiwei LiNeng: plan to buy back the company's shares from 150 million yuan to 300 million yuan, and the repurchase price does not exceed 85.31 yuan per share. Kos Science and Technology: it is proposed to buy back the shares at a price of no more than RMB 55 per share at a price of 33 million-55 million yuan. Yiyi shares: it is proposed to buy back the shares at 30 million yuan to 50 million yuan, and the price of the repurchased shares is not more than 22 yuan per share. Zhongwei shares: it is proposed to buy back the shares at a price of 180 million yuan to 290 million yuan, and the repurchase price shall not exceed 88 yuan per share. Kaisai Biology: it is proposed to buy back the shares at a price of no more than RMB 93 per share at a price of 50 million-100 million yuan. Baicheng Pharmaceutical: it is proposed to buy back the shares at 25 million-50 million yuan, and the price of the repurchased shares does not exceed 90 yuan per share. Oriental Wealth: it is proposed to buy back the shares at a price of no more than RMB 22 per share at a price of 500-1 billion yuan. Swiss Union New Materials: it is proposed to buy back the shares with 50 million yuan-80 million yuan, and the repurchase price does not exceed 51 yuan per share. Chuangyao Technology: it is proposed to buy back the shares at a price of no more than RMB 75 per share at a price of 20 million-40 million yuan. Guanghetong: it is proposed to buy back the shares at a price of 50 million yuan to 100 million yuan per share.7. Ukraine: special military operations have been carried out in Crimea
The intelligence general of the Ukrainian Defense Ministry said in an article on its website on the 24th that in the early morning of the same day, with the support of the navy, the intelligence general of the Ukrainian Defense Ministry carried out a special military operation in Crimea. Ukrainian special forces landed on ships at Oreniovka and Mayak, the westernmost tip of Crimea. During the operation, Ukrainian special forces exchanged fire with Russian troops, Russian personnel suffered losses and Russian equipment was destroyed. After completing all the set goals and tasks, Ukrainian personnel withdrew from Crimea without casualties.
8. The BRICS countries have announced their expansion! Argentina and other six countries were invited to join.
The fifteenth meeting of BRICS leaders held a special press conference to announce the expansion of BRICS membership. Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and the United Arab Emirates were invited to join the BRICS cooperation mechanism. BRICS expansion will take effect in January 2024.
9. "Vietnam Little Tencent" VNG applies for listing in the United States
VNG Ltd, an Internet start-up known as Vietnam's Little Tencent, has also applied to list in the United States, becoming the first Vietnamese technology company to seek a listing in New York, following the recent listing of Vietnamese electric car company VinFast Auto in the United States through SPAC. It has been revealed that VNG plans to raise about $150 million through IPO, as early as September.
10. Refute a rumour! "the central bank will implement new rules on large deposits" is a rumor.
According to the China Internet Joint rumor refutation platform on August 24, recently, there are online rumors that "the central bank will implement new rules on large deposits." all large deposits must produce specific supporting materials "and" relevant supporting materials should be produced when handling large deposits from September 2023 ". After verification with the people's Bank of China, the above rumors are false information. The people's Bank of China has never issued relevant regulations, please do not believe rumors.
11. Oriental selection officer announced to start broadcasting in Amoy.
Oriental selection official Xuan yesterday, officially settled in Taobao to start broadcasting. The planned premiere will be led by Yu Minhong, which will be the first time that Oriental selection will be broadcast on a platform other than Douyin.
twelve。 Shenzhen plans to issue 5.461 billion yuan of government special bonds
According to the relevant regulations of the Ministry of Finance, the Shenzhen Municipal Finance Bureau decided to issue special bonds of Shenzhen Municipal Government in 2023 (47-55 issues). The planned issue amount is 5.46146 billion yuan, and the tender date is August 31. Among them, 40 million yuan is to support the indemnificatory rental housing project in Linanli, Shenshan Special Cooperation Zone of Shenzhen City.
1.The Securities Regulatory Commission held a forum for institutional investors: the right time for medium-and long-term funds to enter the market.
The China Securities Regulatory Commission held a forum on the main heads of the National Council of Social Security funds and some large bank and insurance institutions. The meeting pointed out that investment and financing are the most basic and important functions of the capital market, and all kinds of medium-and long-term funds such as pension, insurance funds, bank financial management and other medium-and long-term funds promote and coordinate with the capital market. It is also pointed out that under the new situation of the transformation and upgrading of the domestic economy, the further promotion of financial market reform, and the downward movement of the center of long-term interest rates, it is timely for medium-and long-term funds such as pensions, insurance funds and bank financial funds to speed up the development of equity investment.
two。 Li Qiang: we should vigorously promote scientific and technological innovation and increase investment in basic research.
Premier Li Qiang conducted research in Guangdong from August 22 to 24. Li Qiang pointed out that China is in a critical period of economic transformation and upgrading, and it is necessary to maintain the focus on promoting high-quality development and make continuous efforts in changing the mode, adjusting the structure, and increasing kinetic energy for a long time. It is necessary to vigorously promote scientific and technological innovation, increase investment in basic research, play a major role as a platform for innovation, strive to cultivate innovative enterprises, and speed up the digital transformation of the manufacturing industry. It is necessary to unswervingly deepen reform and opening up, and implement more leading reforms in stimulating the vitality of various business entities, speeding up the construction of a unified national market, and creating a first-class business environment. We will take more creative measures in steadily expanding institutional opening up, stabilizing international market share, and making greater efforts to attract and utilize foreign capital, so as to further enhance the vitality of the driving force for development.
3. Ministry of Finance: introduce further support policies in accordance with local conditions
The Ministry of Finance issued a circular on strengthening the implementation of fiscal and taxation support policies to promote the high-quality development of small and medium-sized enterprises. The circular mentioned that further support policies should be introduced in accordance with local conditions. On the premise of ensuring that various fiscal and taxation policies deployed and issued by the CPC Central Committee and the State Council are in place, encourage areas with conditions to focus on the outstanding problems and weak links faced by the development of local small and medium-sized enterprises in the light of their financial situation, and adopt accurate and effective policies and measures, further increase fiscal policy support, alleviate the operational pressure and practical difficulties of small and medium-sized enterprises, and promote the healthy and high-quality development of small and medium-sized enterprises.
4. The National Development and Reform Commission and other departments issued the "Action on improving the level of Environmental Infrastructure Construction"
The National Development and Reform Commission and other departments issued the Action on raising the level of Environmental Infrastructure Construction, in which the circular pointed out that by 2025, the treatment and disposal capacity of environmental infrastructure will be significantly improved, with an additional sewage treatment capacity of 12 million cubic meters per day. 45000 km of sewerage network will be added or renovated, and the production capacity of reclaimed water will be built, renovated or expanded to no less than 10 million cubic meters per day. The national domestic waste collection and transportation capacity has reached more than 700000 tons per day, and the national municipal solid waste incineration capacity has reached more than 800000 tons per day. The capacity and scale of solid waste disposal and comprehensive utilization have been significantly improved, the disposal capacity of hazardous waste has been fully guaranteed, and all medical wastes in built-up areas of cities at or above the county level have been disposed of harmlessly.
5. Us orders for durable goods fell 5.2% in July from the initial value.
According to data released by the US Department of Commerce on Aug. 24, local time, durable goods orders fell 5.2% in July from the initial value, the biggest drop since April 2020, and a faster-than-expected decline of 4%. The previous value was revised down from 4.6% to 4.4%. In addition, the number of initial claims for unemployment benefits in the United States in the week to August 19 was 230000, compared with an estimated 240000, compared with a previous value of 239000.
6. Turkey raised interest rates by 750 basis points more than expected
On Thursday, Turkey's central bank raised its weekly repo rate to 25% from 17.5%, the biggest increase since 2018 and well ahead of market expectations. This is also the third consecutive interest rate hike since President Recep Tayyip Erdogan won re-election in May. Economists said Turkey's central bank agreed to raise interest rates more than expected in an attempt to send a strong message that the new central bank governor wants to change policy. Looking ahead, it is expected that the policy actions of the Bank of Turkey will focus on further revising and abolishing its complex regulations and practices.
1.The General Administration of Customs: the import of aquatic products of Japanese origin has been completely suspended since August 24.
In order to comprehensively prevent the risk of radioactive contamination to food safety caused by the discharge of nuclear contaminated water from Fukushima in Japan, protect the health of Chinese consumers and ensure the safety of imported food, in accordance with the relevant provisions of the Food Safety Law of the people's Republic of China and its implementation regulations, the relevant provisions of the measures for the Administration of Import and Export Food Safety of the people's Republic of China, and the relevant provisions of the Agreement on the implementation of Sanitary and Plant Health measures of the World Trade Organization The General Administration of Customs has decided to completely suspend the import of aquatic products (including edible aquatic animals) originating in Japan from August 24, 2023. On the same day, Japanese Prime Minister Fumio Kishida said that he had made a request to the Chinese side through diplomatic channels to lift the relevant ban immediately. Wu Jianghao, Chinese ambassador to Japan, lodged a solemn protest against Japan's launch of the discharge of nuclear contaminated water from Fukushima to the Japanese under-Secretary for Foreign Affairs, Masaoki Okano.
two。 China Real Estate News: Changsha house price limit hit a record high to release a positive signal
According to the China Real Estate News, local governments have boosted market confidence by sending policy signals at a time when the property market is in the doldrums. The online trading system of land and resources in Changsha listed a residential-related land with a record price limit, causing the market to look sideways. For the commercial and residential lot numbered [2023] in Changsha City, the limited price (average price) of residential (blank) is 19000 yuan per square meter, which is a sharp increase of 4200 yuan per square meter from the previous maximum price of 14800 yuan per square meter, or more than 28%. Will be listed on the morning of September 26th. "this is a major move by the parties concerned to respond to the market in a timely manner, which is conducive to stabilizing market expectations and boosting market confidence." People in the local market said.
3. Federation of passengers: retail sales of 700000 new energy passenger vehicles are expected in August & nbsp
The Federation expects retail sales of narrow passenger cars in August to reach 1.85 million, up 4.7% from the previous month, down 1.3% from the same period last year, of which new energy retail is about 700000, up 9.2% from the previous month, up 31.5% from the same period last year, and the penetration rate is about 37.8%.
Yesterday, in terms of A shares, the three major indexes collectively closed higher, with the Shanghai Composite Index rising 0.12% to 3082 points, the Shenzhen Composite Index up 1.02%, and the gem Index up 1.26%. Nearly 2300 shares in the two markets rose, with a turnover of 785.7 billion yuan. On the disk, affected by the news of the discharge of nuclear contaminated water from Japan, the concept of nuclear pollution continued to be active, environmental protection, securities plate strengthened, aquaculture stocks pulled up. In addition, the infrastructure sector continued to decline, the special valuation sector weakened, coal, assembly construction, gas and logistics sectors led the decline.
As for Hong Kong stocks, the three major indices were strong throughout the day, with the Hang Seng Technology Index closing up 3.72 per cent and the Hang Seng Index rising 2.05 per cent back above 18000 points, with all three major indices rising three times in a row. On the market, heavy technology stocks pulled up to support the rise of the market, semiconductor stocks were active, live concept stocks led the rise, education stocks, gold and other non-ferrous metal stocks rose. On the contrary, heavy infrastructure stocks fell against the trend, CRRC, China Metallurgical and other Chinese prefix stocks fell, military stocks and coal stocks fell, and China Coal Energy went green.
The main trend, yesterday northbound funds to buy A-shares net 3.233 billion yuan, reversing the previous 13 consecutive positions. Industrial Union, Longji Green Energy, Ningde era won the top three net purchases; Guizhou Moutai ranked first in net sales, with an amount of 383 million yuan. Southbound funds bought a net HK $4.446 billion of Hong Kong stocks, the fourth consecutive day of net purchases. Meituan-W, Kuaishou-W and Anta Sports respectively received the top three net purchases, while Oriental selected ranked first in net sales, with an amount of HK $167 million.
In the Dragon and Tiger list, a total of 43 stocks were on the list yesterday, with the largest daily net purchase of 381 million yuan on the Weilong and Tiger list of Ziguangguo. There are 25 stocks involved in institutional seats, and the top three net purchases are Ziguang, Zhenghe Ecology and Meineng Energy.
The financing balance of the two cities: as of August 23, the financing balance of the Shanghai Stock Exchange was 779.375 billion yuan and that of the Shenzhen Stock Exchange was 701.857 billion yuan. The total financing balance of the two cities was 1.481232 trillion yuan, a decrease of 2.739 billion yuan compared with the previous trading day.
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