The 10th news that affects the market during the Mid -Autumn Festival (new shares+reviews)

The above audio technology comes from: Xunfei Voices

1

Is the Biden government going to do things again? 7 trillion Sai Dao welcomes major variables! How much influence?

On September 11th, according to the Global Times quoted Bloomberg News, following the "chip bill", US President Biden was preparing to sign an administrative order to help expand American biological manufacturing and achieve the goal of "strengthening supply chain security", of which Special mention of the so -called "reducing dependence on China". According to reports, the content of the administrative order will mainly include how the United States enhances its manufacturing capabilities in biological products, materials and other fields, and ultimately achieve the goal of lowering prices and "strengthening supply chain security". rely". In addition, the Biden government plans to support the infrastructure of biological manufacturing, but it is unclear whether there are special funds to support the administrative order.

At the same time, according to Reuters, several people familiar with the matter said that the Bayeng government plans to expand the restrictions on the export of the United States to China for artificial intelligence and chip manufacturing tools next month. It is reported that the U.S. Department of Commerce intends to convey related restrictions on the three American companies -KLA CORP (KLAC.O), Lam Research Corp (LRCX.O) and Applied Materials Inc (AMAT.O). Regulation. A spokesman for the US Department of Commerce to comment on Friday on Friday, but reiterated that it was "taking additional measures to take comprehensive measures ... to protect the interests of US national security and foreign policy." KLA, Application Materials and Nvidia refused to comment, and LAM did not respond to the request for comment. AMD did not comment on specific policies and measures, but reiterated that it expected that new permits will not have a "significant impact".

Comments: At present, the chip concept stocks in the A -share market are about 7.4 trillion. Judging from the previous market, the United States' shot will only strengthen independent and controllable logic, thereby driving the entire sector to rise. Therefore, from another perspective, it may eventually bring good results.

See details: "The critical moment! How much influences the Biden government to do things again? The 2500 billion bill of "provoking the public", the European Union was anxious? India suddenly announced: Exit "

2

The heavy data in August is here! The scale of social finance has increased by 243 trillion, and the growth rate of M2 has reached a new high. Is LPR expected to continue to decrease during the year?

On September 9, the People's Bank of China released the financial statistics report in August 2022. Data show that the increase in social financing in August was 2.43 trillion yuan, 557.1 billion yuan less than the same period last year. In August, RMB loans increased by 125 trillion yuan, a year -on -year increase of 39 billion yuan.

Overall, new credit data recovered in August, especially corporate financing needs. At the end of August, the balance of the broad currency (M2) was 2.5951 trillion yuan, an increase of 12.2%year -on -year, and it was a new year -on -year growth rate of this year. At present, M2 has maintained a double -digit growth rate for 5 consecutive months.

Comments: Everbright Securities pointed out that in August, the company's medium- and long -term loans increased by 735.3 billion yuan, an increase of 41%over the same period last year. The increasing increase in the medium and long -term loans of enterprises (affairs) reflects the company's investment willingness and confidence in expanding production, which is essential for stabilizing the economic market. Looking at the prospect, the growth rate of subsequent social merit will maintain a narrow shock. At the end of the year, there will be a weakened pressure, and the annual growth rate will be around 10.3%. The epidemic disruption of production and operation and offline consumption, as well as the biggest uncertain source of the real estate market trend, is expected to continue to decline during the year.

3

5 trillion boiling! BMW's heavy official announcement, with Ning Wang and Yimei Lithium can sign a large order! Together to supply over 100 billion euros

On September 9, the BMW Group announced that it had granted a need for battery production demand contracts worth more than 10 billion euros to the Ningde Times and Yimei Lithium. These two partners will establish two battery factories in China and Europe, respectively, and the annual capacity of each factory will reach 20GWh. Yiwei Lithium can be said that the subsidiary Yimei Power received a designated letter from the BMW Group in Germany, which will provide a large cylindrical lithium ion cell for the BMW Group's Neueklasse series. Ningde Times said that with the BMW Group announced a long -term agreement, starting from 2025, the Ningde Times will supply cylindrical batteries for the pure tram model of the BMW Group's "new generation" model.

Comments: In the Ningde Times, Yiwei Lithium can work with the global car company giants, which means that China's new energy industry has entered the global field and is unstoppable, and it will also drive the development of the entire industrial chain. It is also a good good. Roughly estimated that the market value of A shares in the new energy vehicle industry exceeded 5 trillion.

4

India levies rice export tax, and international food prices may be pushed up again! The breeding industry policy is catalyzed, and the industry leader is followed by the industry leader

According to Xinhua News Agency, the Indian government recently announced that it will impose 20%tariffs on some exported rice to ensure domestic food supply. As one of the global main food regions, its rice products are exported to more than 150 countries around the world, and the trade amount accounts for 40%of the global rice trade. The chairman of the Indian Rice Export Merchants Association predicts that the export price of rice may rise from the current $ 350/ton to over 400 US dollars/ton.

In addition, recently, the Ministry of Agriculture and Rural Affairs announced the first batch of 72 national agricultural work germplasm resource databases (gardens) and the list of agricultural microbial germplasm resource databases in 19 countries to accelerate and improve my country's agricultural germplasm resource protection system. In the next step, the Ministry of Agriculture and Rural Affairs will work with local agricultural and rural departments to organize the signing of the three -party agreement between the national -level germplasm resource library to implement the provincial competent authorities, the local governments and the main body of the protection subject. Comments: At present, the domestic seed industry -related policies continue to advance. At the same time, high international grain prices help boost the demand for seeds, and the prosperity of the seed industry has continued to increase. Guojin Securities pointed out that with the development of the seed industry, genetically modified technology is expected to accelerate the landing. It is recommended to pay attention to the leading enterprise with obvious advantages of genetically modified technology and core breeding advantages. Zhejiang Business Securities pointed out that the planting chain's international food prices fluctuate, it is recommended to pay attention to the improvement of Taoism and the improvement of the golden fish squeeze; pay attention to the relevant target of the genetically modified species industry, it is recommended to pay attention to the Great Beibei) (Corn and rice seed faucet, there are many genetic transits participating companies).

5

Buffett shot again! Buy nearly 40 billion western oil, reducing BYD many times

According to the latest disclosure of Western Petroleum on September 9, Buffett's Berkshire Hathaway's shareholding ratio of Western Petroleum increased to 26.8%. On August 8, Berkshire Hathaway held 20.2%of Western oil. It is equivalent to one month, Buffett spent more than 5.6 billion US dollars (equivalent to RMB 40 billion) to buy Western oil. Three years ago, Berkshire Hathaway bet on Western Petroleum for the first time.

While continuously increasing western oil, Buffett continued to reduce its holdings of BYD, causing market attention. On August 30, the Hong Kong Stock Exchange website showed that Berkshire Hathaway sold 1.33 million BYD shares on August 24, with an average price of HK $ 277.1. This is the first time that Berkshire Hathaway has reduced its holdings for the first time in the past 14 years. After this reduction, Buffett still held 218 million shares of BYD, and the shareholding ratio dropped to 19.92%. A week later, Berkshire Hathaway again reduced its holdings of 1.716 million shares. After reducing his holdings, Berkshire Hathaway currently holds 207 million shares of BYD Hong Kong shares.

Comments: Analysts believe that Buffett has experienced great stagnation in the 1970s. According to long -term investment experience and American conservative information, it continues to be optimistic about oil prices and acquisition of Western petroleum companies, which is similar to that of former China Petroleum. In addition, BYD, which is reduced by Buffett, does not need to be overly pessimistic. Decision -making may be more for Buffett's own investment framework and individual stock aesthetics. In 2016, Wal -Mart and Procter & Gamble, which were reduced by Buffett, still rose sharply in follow -up ROE and stock prices.

6

The Ukrainian army said that since the beginning of September, it has re -controlled more than 3,000 square kilometers of land, and Chechen leaders have violently criticized the Russian army's strategic mistakes.

According to CCTV News, the commander -in -chief of the Ukraine Armed Forces Zalu released news on the 11th local time on the 11th local time in its official social account saying that since the beginning of September, more than 3,000 square kilometers of land has returned to Ukraine. In the direction of Halkov, the Ukrainian armed forces not only pushed south and east, but also pushed north, 50 kilometers from the Russian border.

The Russian Ministry of Defense issued a statement on the 10th stating that in order to achieve the established goals, it was decided to re -assemble the Russian forces stationed in the Baraxieja and Ijim region to strengthen the power of Donetsk.

On September 11, local time, Chechen leader Cadrov released a 11 -minute voice to criticize the performance of the Russian army on social platforms, and stated that if he does not change its strategy, he will go to Putin to talk if necessary. He also claimed that he would increase troops to Odessa, and soon the Russian army would re -control the losing town.

7

These economic data will be announced in August! The two major industries will also be held

On September 16th (Friday), the National Bureau of Statistics will announce data such as industrial added value, total retail sales of social consumer goods, and investment in fixed assets of urban fixed assets above August. CICC believes that in August, high temperature and rainy weather and the local power -limiting production discontinued and outdoor construction activities brought by it, the outdoor construction activities have formed a certain suppression of industrial production and construction investment. Slightly decreased. The base changes in August also have an impact. For example, after the total amount of social zero may return to normal and slowly repair after the fluctuations of June-July, but the low base will bring a growth rate. Overall, August economic data was affected by short -term and technical factors, and the actual economic performance is still in improving the trend. More fully repairing can be further displayed by the effectiveness of the policy.

The 2022 World Intelligent Connected Auto Conference will be held at the Beijing · China International Exhibition Center (Shunyi Museum) from September 16th to 19th. The theme of this conference is "Intelligent Accelerating the New Ecology", which is based on four highlights of high -end operation, international layout, professional decomposition, and interactive experience. The conference will host the China International New Energy and Intelligent Connected Auto Exhibition and 2022 National Intelligent Driving Test Finals. The Fifth Global Smart Expo 2022 will be held at the Suzhou International Expo Center from September 15th to 17th. The theme of the Global Smart Expo is "Everything Fu Su · Zhihui Yuanlong", involving a variety of new technologies such as industrial vision, Yuan universe, biological computing, and intelligent driving. The conference focuses on industrial directions such as "industrial vision", "hard technology" and "Yuan universe", and will hold 3 brand forums. 8

The CSRC approved the IPO approval of 2 companies, and agreed to the eight companies IPO registration

The CSRC approves the IPO approval of two companies. The CSRC approves Suzhou Keichuan Electronics Technology Co., Ltd. for the first time publicly issued no more than 17.2 million new shares; the CSRC approved the first public issuance of Shenzhen Good Information Technology Co., Ltd.

The CSRC agreed to register the 3 company's science and technology board IPO. The China Securities Regulatory Commission agreed to register the IPO of Shanghai Canru Rui Technology Co., Ltd., Jiangsu Kang for the IPO of the Science and Technology Board of Beijing Golden Orange Technology Co., Ltd.

The CSRC agreed to register the five companies GEM IPO. The China Securities Regulatory Commission agreed to Shanghai Ruichen Environmental Protection Technology Co., Ltd., Hongjing Technology Co., Ltd., Hangzhou Tianyuan Pet Products Co., Ltd., Beijing Gold Diger Information Technology Co., Ltd., Zhengzhou Zhongzhi Technology Co., Ltd. Application for registration of GEM listing.

9

Tip: This week, there are 10 new shares to purchase

A total of 10 new shares are issued this week. Among them, 2 on Tuesday, China Textiles and Zhongcheng Technology; 2 on Wednesday, Bangyan Technology and Senya Window Industry; 4 on Thursday, Ziyan Food, Yibo Technology, Jiao Cheng Suo, Shinkeke mobile; Friday 2 2 Only Tian Deyu and Wriggery Home.

10

This week's 43.7 billion market value restricted stocks lifted the ban, Zhenhua New Materials lifted the market value of 10.8 billion

Data show that a total of 62 companies have been lifted one after another this week (September 13th to September 16th), with a total of 1.848 billion shares of the ban. Based on the closing price on September 9, the market value of the ban was 43.711 billion yuan.

From the perspective of the market value of lifting the ban, the top three for the lifting of the ban are: Zhenhua New Materials (10.846 billion yuan), Anjing Food (6.889 billion yuan), and Victoria (6.119 billion yuan).

From the perspective of the proportion of lifting the ban, the top three for lifting the ban are: Shanghai Ailu (54.36%), Zhenhua New Materials (45.43%), and Guoli (43.45%).

Responsible editor: tactics

School pair: Wang Wei

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