Suddenly good!Just now, the central bank is heavy!The RMB has soared, and the A -share and Hang Seng Technology Index is pulled!What signals are 3 billion yuan in foreign investment?

China Fund News Yan Ying

Hello everyone, I started working on Monday!

First of all, come to see the "big news" that stabilize foreign exchange in the morning: In order to stabilize the foreign exchange market expectations and strengthen macro -prudential management, the People's Bank of China decided from September 28, 2022, the foreign exchange risk reserve ratio of the long -term foreign exchange sales business will be from 0 Relding to 20%.

The favorable news boosted, the offshore RMB rose more than 200 basis points against the US dollar, from a decline to rising.

Before the good news was announced, on September 26, the RMB degraded 378 basis points against the US dollar at 7.0298, the lowest since July 7, 2020, and the degradation was the largest since June 2, 2022.

Come to see the opening of the market in the morning:

On the morning of September 26, the Shanghai Stock Exchange Index opened 0.67%lower, and the GEM index fell 0.68%; energy and precious metals followed the market decline, and the lithium of salt lakes, shipping, and oil and gas fell the top; real estate and cultivation of diamonds fluttered against the trend. Shortly after the opening, the three major indexes filed red, and the GEM finger rose by more than 1%. In just one hour, foreign investment reached 3 billion.

In the Hong Kong stock market, on September 26, the Hang Seng Index opened by 0.84%, the Hang Seng Technology Index fell 0.91%, and the Hang Seng State -owned Enterprise Index fell 0.65%. After the bottom, Hong Kong stocks rose rapidly. As of press time, the Hang Seng Technology Index rose 2.7%. On the disk, gaming and online education increased.

In terms of commodity markets, the domestic commodity market opened a large area of ​​green. Basic metals led the decline, and Shanghai Xi fell nearly 5%. The capacity of the chemical furniture is lower, fuel drops more than 4%, and crude oil falls nearly 4%; the oil oil oil is weak, palm oil drops nearly 4%, soybean oil fell more than 2%; 2%; precious metals fell, and Shanghai Bank fell nearly 3%.

Come to see the popular sector and individual stocks in the morning--

Tourism sector strong

Huatian Hotel sealing board daily limit

The tourism sector, which was delayed for a long time, ushered in super -expected performance this morning. The tourism travel index has risen strongly, becoming a popular track in the morning market.

Specific to individual stocks, the Hualian Hotel was closed shortly after the opening of the market, and it rose 9.98%at 4.96 yuan. Many stocks such as Junting Hotel, Zhongxin Tourism, Tongqing Building, Lingnan Holdings rose more than 5%.

According to the data of Ctrip's "National Day Forecast of 2022", the order volume of the order of the National Day travel in the past week has increased by 64%from the previous week. Starting from the Mid -Autumn Festival, National Day tourism has entered a stable growth stage, and the average daily order growth rate exceeds 30%. From the perspective of the current product reservation trend, the National Day tourism reservation for half a month in advance is mainly long -term tourism, and local reservations in the surrounding area have also entered the heating stage. Data show that it is scheduled to be nearly 60%of the products in China, and the surrounding local products account for 40%.

AVIC Securities Research Report pointed out that during the upcoming National Day holiday, offline consumption and travel demand are expected to be accelerated. Combined with the current situation of epidemic prevention, short -distance tourism and micro -leave will become the first choice for recent tourism. Local scenic spots, theme gameplay, rural homestays, camping, and night travel multi -innovative leisure tourism forms are expected to continue to be heated. Promoting performance.

Big consumption boom increases

Aesthetics rose 7%

On the morning of September 26, big consumption ushered in the rise of prosperity, and the increase in sectors such as beauty care, food and beverages ranked among the forefront of various industries.

In terms of beauty sector, beauty guests rose 7%, and Betai rose more than 5%.

The food and beverage sector, the brewing sector is relatively active. In the morning, the Lanzhou Yellow River was sealing, and the wine industry and Huiquan beer rose more than 3%.

3 new stocks opened

On September 26, a total of 4 new shares were listed, namely N Mori Eagle, N Yibo, N Ziyan, and N Xinke. Among them, the N Ziyan on the motherboard market rose 44%to achieve the first daily limit.

N Mori Eagle, N Yibo, and N Xinke all broke through the three new shares. As of press time, N Mori Eagle fell 12.94%, N Xinke fell 14.21%, and N Oneo fell 8.58%.

It is expected to reply in the Mainland travel

Macau gaming stocks have risen strongly

On the morning of September 26, Macau gaming stocks rose strongly, and Lanting International, Jinsha China, Australia Holdings, Galaxy Entertainment and other collective rose.

On the news, on September 24th, the Chief Executive of the Macau Special Administrative Region Hesheng held a press conference at the government headquarters to announce a series of measures such as the central government's economic recovery, accelerating infrastructure construction, and promoting moderate diversified economic development, including Support the recovery of electronic endorsements to apply for endorsement in Australia, and implement the policy of gradually restoring the mainland tour group to Australia. It will first open Guangdong and then extend to Zhejiang, Jiangsu, Fujian, and Shanghai.

Regarding the policy of restoring electronic endorsements to Australia and the Mainland tour group to come to Australia, He Yicheng said that because the two tasks have stopped handling for a period of time, it takes time to prepare. It is expected that it can be implemented at the end of October or early November. 40,000.

Yaoming creatures rose more than 5%

Purchase of shares of not over 300 million US dollars for motion

On the morning of September 26, Hong Kong stock Yaoming creatures rose by more than 5%, causing market attention.

In the morning today, Yaoming Biological announced that the company has decided to use the purchase of authorization on September 23, so as to purchase a shares at a total price of no more than 300 million US dollars in the open market from time to time. The board of directors believes that the current transaction price of the shares fails to reflect its inherent value or the actual business prospect of the group, and provide the company with a good opportunity to further purchase the shares.

Yaoming Bio said in the announcement that the company's financial conditions have remained stable. The board of directors believes that it is recommended that shares buy back and cancel the shares purchased later, which can not only increase the value of the shareholding, thereby improving the return of shareholders, but also reduce the impact of the Group's various share award plans on the potential diluted effect of the company's equity. In addition, it is recommended that shares reflect the company's recognition of its own value and confidence in its strong growth prospects. The board of directors believes that the purchase of shares is recommended to comply with the overall interests of the company and its shareholders.

Earlier, Yaoming Bio announced in June this year that multiple resolutions were approved at the shareholders' anniversary conference, including the purchase authorization. According to the authorization authorization, Yaoming Bio has been approved to purchase up to 426 million shares at the Hong Kong United Trading Co., Ltd., accounting for 10%of the total number of shares issued on the day of the shareholders' annual conference.

Xiaopeng Auto Hong Kong stocks rose nearly 9%

On the morning of September 26, Xiaopeng Automobile had risen. As of press time, it was reported at HK $ 55.95, up 8.64%.

On September 25, Xiaopeng Automobile announced that the controlling shareholder Simplicity Holding notified that on September 23, 2022, Simplicity Holding has purchased a total of 2.2 million US depository stocks (ADS) in the open market, with an average price of each price for each price. ADS ADS $ 13.58.

The board of directors believe that the acquisition shows He Xiaopeng's confidence in the company's prospects and growth potential, and its long -term commitment to the company.

Last week, Xiaopeng Automobile released a new car ultra -fast charge smart SUV G9, positioning the medium and large SUVs, and the fourth production car for Xiaopeng Automobile. In August 2022, Xiaopeng Automobile's delivery volume was 9,578, a year-on-year increase of 33%; 90085 units were delivered from January to August, a year-on-year increase of 96%.

Edit: Xiao Mo

- END -