Early Finance 丨 Duan Ying, director of the Investment Promotion Bureau of Yunnan Province, was investigated; a medical beauty company hidden income of 147 million income tax evasion; Azf's fixed tablet was included in the "New Coronatte Pneumonia Diagnosis Plan (9th Edition)"

NO.1 According to the WeChat public account of the Eastern Theater, on August 9, the Eastern theater continued to combat training on the surrounding Tai Island. Multi -type fighter, focusing on the use of air combat, air refueling, and support for sea, and refine the combined sealing capabilities in a complex electromagnetic environment.

Picture source: screenshot of the Eastern Theater WeChat Public Account Video

On August 9th, according to the website of the China Maritime Affairs Bureau, the Guangdong Maritime Safety Administration issued a sailing warning that from August 9th to 11th to 18:00 to 18:00, shooting training was prohibited from entering from the waters of the eastern waters of the three Island of the South China Sea and prohibited.

Lianyungang Maritime Safety Bureau issued a navigation warning of the southern waters of the Yellow Sea. The southern part of the Yellow Sea, from August 11th to August 13th from 0900 to 1600 at 34-52n 120-00E, 34-52n 120-13E, 34-44N 120-13E and 34-44N 120-00E four points consecutive consecutive consecutive consecutive quarters consecutive consecutive quarters Perform real bombs within the line and prohibit entering.

At a regular press conference held by the Ministry of Foreign Affairs on the 9th, spokesman Wang Wenbin said that the current situation of the Taiwan Strait is facing tension. Change the status quo of both sides of the strait. We are telling the Taiwan authorities that any conspiracy that is against historical trends and "refusing to be uniform" will be resolutely opposed by all the Chinese people. It is destined to be a car as a car to end in failure. (CCTV News)

NO.2 Focus on the Hainan outbreak

From 0:00 on August 9th to 24:00, 175 newly confirmed cases (10 of which were transferred from asymptomatic infected) and 235 cases of non -symptoms were added. From 0:00 on August 1st to 24:00 on August 9, a total of 1210 confirmed cases were found and 736 cases of 736 were asymptomatic infected. Sanya's high -risk areas were adjusted to 90, and medium -risk areas were adjusted to 25.

From 0:00 on August 9th to 24:00, two new cases of new coronary pneumonia were added.

From 7:00 on August 10th to 7:00 on 12:00, Hainan Chengmai County implemented temporary static management.

From 0:00 on August 9th to 12:00, Hainan Province reported a total of 40 positive infected local infected local virus in Hainan. On August 8th, Shen Xiaoming, Secretary of the Hainan Provincial Party Committee and the leader of the provincial party committee's response to the epidemic work leadership group, presided over a special meeting of the provincial party committee to respond to the epidemic work leading group, requesting that the society was clear before August 12.

After studying and deciding by the Hainan Provincial New Crown Pneumonia's Epidemium Prevention and Control Headquarters, the eligible trapped passengers will be classified in batches from August 9. The first batch of tourists returning to Sanya due to the epidemic was 16:28 on the 9th, and returned to Xi'an at the Phoenix International Airport at 16:28, with a total of 125 tourists on board.

On the evening of August 9, the Hainan Health Commission issued a notice on opening an outlying outlying islands. Eligible trapped passengers could apply for outlying islands.

Picture source: Healthy New Hainan Weibo

Temporary static management is implemented from 6:00 on the 10th to 23:00 on the 10th to 23:00, and the third round of global nucleic acid screening is carried out.

(Comprehensive CCTV News)

NO.3 Other domestic epidemics

On August 9, there were no new confirmed cases in Urumqi, Xinjiang, and 27 newly added infected infections. Starting from 8:00 on August 10, Tianshan District, Shayibak District, Water Milling area, high -tech zone (new urban area), Economic Development Zone (Tutun River), and Midong District implemented temporary static management measures. Time Five days.

From 0:00 on August 9th to 24th, 78 newly added infected infections in Yili Prefecture in Xinjiang, of which 72 cases in Yining City and 6 cases in Yining County.

On August 9, 9 newly added infected infections in Hutubi County, Changji Prefecture, Xinjiang.

On August 9, 2 cases of no symptoms were added in Yizhou District, Xinjiang.

From 0:00 on August 9th to 24th, there were 7 cases of no symptoms in the Xinjiang Production and Construction Corps of the Fourth Division of the Xinjiang Production and Construction Corps, including 2 cases of sixty -four groups and 5 cases of 73 regiments.

From 3:00 to 24:00 on August 9th, eight asymptoms were added to Shihezi, the eighth division of the Xinjiang Production and Construction Corps.

On August 9, 13 new native virus infections were added to Shigatse of Tibet.

From 0:00 on August 9th to 12:00, there were three new cases of confirmed cases in Xiamen. Some scenic spots and venues such as Gulangyu are suspended.

On August 9th, Chongqing added 1 new cases of new coronary pneumonia and 2 cases of asymptomatic infection.

The city of Xinle City, Hebei is silent until 12 noon on the 10th, and will announce the next step of management measures based on the results of the nucleic acid test on August 10.

(Comprehensive CCTV News)

NO.4 The General Office of the National Health and Health Commission and the Office of the State Administration of Traditional Chinese Medicine issued a notice saying that the approved opinions of the registration application for the treatment of the new type of coronary virus pneumonia are approved in accordance with the conditions of the State Drug Administration. The medicine is included in the "New Coronatte Pneumonia Diagnosis and Treatment Plan (Ninth Edition)". It is used to treat adult patients with COVID-19). Azf's fixed table is the first self -developed oral small -molecular new coronary virus pneumonia treatment drug.

NO.5 Hong Kong Special Administrative Region Government Network issued a news bulletin on August 9 that the spokesman of the Office of the Hong Kong Financial Secretary's Office stated on the same day that "the government considers the government's consideration to relax the property stamp duty, the government clarified, there was no relevant discussion, and it was clearly stated that there was no any no discussions, and there was no any any of the discussion. Related plans. "(Securities Times · E Company)

NO.6 According to Langfang's WeChat public account, recently, Langfang City, Hebei, launched the "Langfang's solidly promoting a package of measures and supporting policies to promote the stable and healthy development of the city" to optimize the adjustment of housing purchase restrictions and sales restrictions. Cancellation of household registration, social security (individual tax) and other aspects that are not adapted to the current real estate market situation restrictions on housing qualifications. For key areas such as the "North Three County" and the counties (cities) around the Xiong'an New District, the housing restrictions requirements for housing restrictions on households in non -local residents are canceled. On August 9, data from the Federation of Federation showed that the retail sales of new energy passenger vehicles in July reached 486,000, an increase of 117.3%year -on -year, and a 8.5%decrease from the previous month. From January to July, the domestic retail of new energy passenger cars was 2.733 million, a year -on -year increase of 121.5%. Based on the steady rise in sales of new energy vehicles, the by -side association stated that the 5.5 million vehicles that had previously been predicted to the sales of new energy passenger cars this year to 6 million were raised to 6 million. It is expected that the sales of new energy passenger vehicles from August to December will exceed 600,000 units, achieving high growth.

In July, BYD, SAIC -GM Wuling, and Geely Automobile three car companies, with sales of 162,200, 593,000 and 320,000, occupy the top three sales lists, while Tesla China sold 28,200 in July 28,200 The vehicle fell 64.2%month -on -month.

NO.8 On August 9th, "Hangzhou Yiyi Company was fined more than 88 million taxes" on Weibo. The punishment was shown that the company's branches used personal bank accounts to collect service funds and hidden revenue of over 4.755 billion yuan, and they were not included in the financial account. The Hangzhou Taxation Bureau's behavior on the company's hidden income for income is characterized by tax evasion, and the income tax of about 147 million yuan in corporate income payments pays for less than 60 percent of the amount of corporate income tax, and the amount of fine is about 88.2727 million yuan. (Once the synthesis)

NO.9 On August 9th, according to the website of the State Supervision Commission of the Central Commission for Discipline Inspection, Qin Jun, the former party secretary and director of the Hubei Provincial Department of Commerce, was expelled from the party and public office.

Tang Bin, former deputy secretary and deputy director of the Public Security Department of Guangxi Zhuang Autonomous Region, was suspected of serious disciplinary violations of disciplinary violations and is currently undergoing disciplinary review and supervision investigation.

Duan Ying, secretary of the party group and director of the Yunnan Provincial Investment Promotion Bureau, is suspected of serious disciplinary violations and is currently undergoing disciplinary review and supervision and investigation.

Lei Zhangquan, a member of the party group and deputy general manager of Chongqing Zhongyan Industry Co., Ltd., Li Jiang, the head of the enterprise management department of Jiangxi Zhongyan Industry Co., Ltd., is suspected of serious disciplinary violations and is currently undergoing disciplinary review and supervision and investigation.

NO.10 International News

According to China News Agency, US President Biden signed the "Chip and Science Act" in the White House on the 9th. The bill provides huge subsidies for the US local chip industry, and requires any company that accepts US subsidies to make chips in the United States. The White House issued a statement on the same day that the bill would provide US $ 52.7 billion for US semiconductor research and development, manufacturing and labor development. Among them, US $ 39 billion will be used for incentive measures for semiconductor manufacturing and $ 2 billion for traditional chips used by automobiles and defense systems. In addition, companies that establish chip factories in the United States will get 25%tax cuts.

On August 9, local time, US President Biden signed a linked letter from Sweden and Finland to join NATO, and Biden will be submitted to NATO after signing.

On August 9, local time, American White House spokesman Kalin Jean-Pierre said at the White House briefing that the average gasoline prices in the United States have fallen below $ 4 per gallon. This is the most decline in gasoline prices in more than ten years. Hurry up. The Biden government will continue to seek oil production.

On August 9th local time, Harvel Bezerla, Minister of Health and Public Services, issued a statement saying that it would allow the US Food and Drug Administration to authorize the injection method of changing monkey acne vaccines, improve the availability of vaccine, increase the supply of vaccine to Five times.

EU member states reached last month to reduce natural gas consumption agreement on the 9th. According to the agreement, EU member states agreed to reduce natural gas demand by 15%on the basis of the average 5 years in the past 5 years from August 1, 2022 to March 31, 2023.

On the 9th local time, the Russian National Pipe Pipeline Transport Corporation issued an announcement saying that because the Ukrainian oil transportation company did not receive a transit service fee, Russian oil transportation that passed through Ukraine had been interrupted on August 4.

On August 8th local time, according to local Mexican media reports, the Bayeon government restarted some border wall construction projects on the US and Mexico borders in a low -key manner. Part of the border between between.

On August 8th local time, former US President Trump issued a statement saying that the Federal Investigation Agency searched on the Haihu Manor in Florida on the same day. Trump said the search operation was a "raid" and said that his safe was even opened. According to people familiar with the matter, the search was related to the White House took away a large number of confidential documents from the White House.

According to the news that the Central Disaster Security Countermeasure Headquarters of South Korea, as of 10 pm on the 9th, the continuous rainstorm in the South Korean capital circle caused 11 deaths, 6 disappearances, and 9 injuries. On the 9th local time, the Chinese embassy in South Korea confirmed that a Chinese citizen was killed in the landslide caused by heavy rain. The South Korean Meteorological Agency said that the rainfall will last until the 11th. This heavy rain is the worst in 115 years that Seoul encountered. (Comprehensive CCTV News, Global Network)

Market news

The three major indexes of the US stocks fell together, and the Nasda Index fell more than 150 points, a decrease of 1.19%; the S & P 500 index fell 0.42%, and the Dow fell 0.18%. The chip stocks dived sharply, and the Philadelphia semiconductor index fell more than 170 points or 5.7%. Intel fell 2.4%, the lowest in September 2017. AMD fell more than 4%, and the increase in July 29th. Most of the large -scale technology stocks fell, and Amazon, Naifei, and Facebook fell more than 1%; Apple and Microsoft rose slightly. Most of the concept stocks of anti -epidemic fell, Novawax's medicine fell about 30%, BIONTECH fell more than 7%, and Moderna fell more than 6%. Several major monster stocks fell, Zhifu financing fell by about 89%, and higher stock prices fell more than 95%; Over 26%, the stock rose by more than 102%on the previous trading day.

International oil prices fell, and US Oil's contract fell 0.24%in September to $ 90.54/barrel. The October contract fell 0.26%to $ 96.40/barrel. COMEX gold futures rose 0.29%to $ 1810.5/ounce.

NO.1 Huaxin Investment: On August 9th, according to the website of the Central Commission for Discipline Inspection, Du Yang, former director of Huaxin Investment Management Co., Ltd., and Yang Zhengfan, deputy general manager of investment, are currently being reviewed and investigated; Huaxin Investment Management Co., Ltd. is currently investigating by Liu Yang, the former general manager of the two departments. Public information shows that Huaxin Investment Management Co., Ltd. is one of the only managers of the National Integrated Circuit Industry Investment Fund and one of the managers of the "Second Phase of the Great Fund", which is responsible for the investment operation of the fund.

On the evening of August 9, Sino -Micro Corporation (SH688012, stock price was 14.4.21 yuan, market value was 88.9 billion yuan), Northern Huachuang (SZ002371, stock price was 325.88 yuan, market value was 171.9 billion yuan), Shanghai Silicon Industry (SH688126, 22.47 yuan, market value 614 100 million yuan), Takuyun Technology (SH688072, the stock price of 259.6 yuan, a market value of 32.8 billion yuan), Changchuan Technology (SZ300604, a stock price of 57.89 yuan, a market value of 35 billion yuan), Wanye Enterprise (SH600641, 28.85 yuan, a market value of 27.6 billion yuan ) All 6 companies issued an announcement saying that Yang Zhengfan, director of the company, was investigated and did not affect the company's production and operation. (Once the synthesis)

NO.2 Baiyunshan (SH600332, the stock price is 28.44 yuan, and the market value is 46.2 billion yuan): The National Medical Insurance Bureau issued a notice on the price of three companies such as Tianxin Pharmaceutical, and the price related to the price of the drug price. After investigation, from May 2017 to May 2021, three pharmaceutical manufacturers including Tianxin Pharmaceuticals and more than 50 pharmaceutical agents in the lower reaches colluded with each other, and 87 drugs such as cephalosporidin were used to use virtual high -priced prices to purchase raw materials. Casting and transferred funds to downstream drug agents involved huge amounts of amounts. Guangdong Province ordered three companies and other related companies to comprehensively rectify marketing models to stop relevant illegal operations. The above three companies are all companies in the Baiyun Mountain system.

NO.3 Ningde Times (SZ300750, the stock price of 511.56 yuan, a market value of 1.25 trillion yuan), Yutong Group: According to the WeChat public account of Ningde Times, on August 9, Ningde Times signed a ten -year strategic cooperation framework agreement with Yutong Group. The two parties will share advantageous resources in the commercial vehicle fields such as passenger cars, heavy stations, and light cards, and work together to promote the innovation and development and application of new materials, new systems, and new technologies, jointly formulate commercial vehicle battery technology standards, and continue to lead the technology development of the commercial vehicle field.

NO.4 Haier Group: On August 9th, relevant persons of Haier Group told reporters that the report on the Internet rumors that Haier Group launched its own brand cars is not true. At present, the company relies on its Kaos Industrial Internet Platform to jointly build an industrial Internet sub -platform with relevant automotive companies to empower the digital transformation of the automotive industry chain enterprise. (CSI)

NO.5 Industrial Bank (SH601166, the stock price is 17.45 yuan, and the market value is 362.5 billion yuan): On August 9, Xingye Bank responded to the heart rate and steps of the app in the APP monitoring of the user, noticed that the Shanghai Consumer Consumer Consumer Consumer Consumer Consumer Council and the media regarding the bank's mobile banking APP APP Reports on the number of monitoring steps explain that there is a difference with the facts. This permissions are not default. Only when intending to participate in the "walking" activity will pop up the prompt box that apply for relevant permissions. If the customer does not agree, it does not affect its other functions of mobile banking. (Surging News)

NO.6 Jianhong era: Recently, the relevant rumors of "public fund managers illegally participated in off -site options" were fermented on the Internet, and there were also public opinions related to the ultra -high return of "Jianhong Time 2" with this matter. According to the data of private equity row networks, the net value of "Jianhong Time 2" was 5.997 on July 1, and the net value of the week rose by 26.6%. In the next five weeks, the weekly net value increased exceeded 20%. The Jianhong era of private equity funds issued a statement on the night of August 9 to respond to the "Outside OCC Rumor" saying that the "Jianhong Time No. 2 Private Equity Securities Investment Fund" has not yet reached the condition of opening derivatives such as off -site options and has not been opened. Outdoor options such as derivatives and other derivatives. The reason for the recent net value of Time II products is that in the recent period, according to the investment framework, the short -term opportunity has been grasped. Time No. 2 products have never participated in out -of -the -market stock options transactions. (Daily Economic News) No.7 Chuangyou (MNSO, a stock price of $ 6.26, a market value of $ 2 billion): On the evening of August 9th, the Chinese cheongsam doll was mistakenly translated into "Japanese geisha". Pin issued an apology statement on the official Weibo saying that after receiving feedback from netizens, the company's headquarters requested the Spanish agent team to delete relevant posts and adopt penalties for local social media agency operation institutions to immediately terminate the cooperative relationship. The information errors that occur when the content of the product in overseas social media, and the emotional damage caused by this work error to the majority of netizens. The company is deeply introspective and never committed.

Image source: Mingchuang Youpin Weibo

NO.8 Daily Fresh (MF, a stock price of $ 0.16, a market value of US $ 40 million): According to the Beijing Consumers Association website on the 9th, the Beijing Consumers Association interviews daily freshness and puts forward three requirements for enterprises: First, Be sure to properly handle consumer complaints, timely announce the refund plan and registration method, and effectively protect the legitimate rights and interests of consumers; the second is to strengthen communication with the Municipal and District Consumers Association, actively cooperate with the work of the Consumer Association, and jointly maintain consumers' consumer’s consumer Legal rights and interests; Third, the case explanation and rectification plan will be fed back to the Municipal Consumers Association within three working days.

NO.9 Google-A (Googl, a stock price of US $ 116.63, a market value of $ 1521.3 billion): Comprehensive US media on the 9th, Google's data center in the United States in the United States exploded on the 8th. The cause of the accident is still under investigation. On the same day, a rare service interruption of Google search engines had an apology of the company. (Daily Economic News)

NO.10 Berkshire Hathaway-(BRK_A, the stock price is 439403.63 US dollars, the market value is 263.6 billion US dollars), Western oil (Oxy, a stock price of $ 62.42, a market value of $ 58.1 billion): "stock god" Buffett's investment company Berkshi The regulatory documents submitted by Er Hathaway to the US Securities and Exchange Commission (SEC) disclosed that from August 4th to 8th, Berkshire bought about 6.68 million shares of Western oil companies, which cost about 3.91 One hundred million U.S. dollars. As of now, Berkshire's shareholding of Western oil has reached 20.2%, which is the largest shareholder of Western oil and has reached the threshold for "merging". (CSI)

Click to query

On August 9, the net sold of 2.212 billion yuan in northbound funds was sold. Tongwei, special transformers, and TCL Central have sold 775 million yuan, 536 million yuan, and 393 million yuan, respectively. Longji Green Energy's net purchase amount ranks first, with an amount of 602 million yuan.

On August 9, the southbound funds sold 597 million Hong Kong dollars. Meituan-W, ideal car-W, and Hong Kong exchanges were sold 400 million Hong Kong dollars, 310 million Hong Kong dollars, and HK $ 234 million, respectively. In terms of net buying, Tianqi Lithium, Tencent Holdings, and China Shenhua received net purchase of HK $ 212 million, HK $ 157 million, and HK $ 132 million, respectively.

Click to query, one -key distinguish meat signs and thunder stocks, do not worry about playing new

Xingye Securities: The recent European auto market is mainly affected by factors such as supply chains and macro situations, but the pure electric momentum in the short term is still strong. In the long run, the trend of electrification of European automobiles has been determined in the long run. The market is expected to gradually recover, and it is expected to sell 2.6 million units throughout the year. The upstream resources are recommended to have a forward -looking layout, the battery leader Ningde Times, Yimei Lithium Energy with a definition of profitability. It is recommended that the midstream material links have strong α attributes with strong α attributes. The segmentation of cost advantages leading Kokadali, Zhongwei, Enjie, and Jiayuan Technology are recommended to pay attention to Tianci Materials, Pu Tailai, Betry, and Nord.

Disclaimer: The content and data of the article are for reference only and do not constitute investment advice. Investors operate accordingly and risk themselves.

Reporter | Chen Qing

Edit | Hu Ling Wang Xiaobo He Xiaotao Dubo

School pair | Cheng Peng

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