Prime Minister's speech in front of the A -share market is related to new energy vehicles; State Council: Strictly prohibit penalties from fines; the Federal Reserve may slow down interest rate hikes

From 1, 16 to 17, Li Keqiang, member of the Standing Committee of the Political Bureau of the Central Committee of the Communist Party of China and Prime Minister of the State Council in Shenzhen, Guangdong. Li Keqiang said that new energy vehicles have emerged in different troops, and they must study the implementation of relevant tax policies that support new energy vehicles and expand the consumption of community. The state adheres to the "two unwavering" and treats various types of enterprises such as state -owned enterprises, private enterprises, foreign enterprises, and joint ventures in terms of policy support.

2. Han Zheng, member of the Standing Committee of the Political Bureau of the Central Committee of the Communist Party of China and vice premier of the State Council to investigate and hosted a symposium on the 17th. Han Zheng pointed out that the current power supply and demand in my country has repeatedly set a record high, and some areas have suffered from extreme high temperature and drought weather. It is necessary to further improve the ideological understanding, strengthen the bottom line of thinking, pay close attention to the implementation of the work, and take effective measures to ensure that energy and electricity safety guarantees no losses, and provides solid support for consolidating the situation of the economy to improve the situation and stabilize the people.

3. The Ministry of Finance released the financial revenue and expenditure in July 2022. From January to July, the stamp duty was 292.2 billion yuan, an increase of 11.1%over the same period last year. Among them, the securities trading stamp duty was 184.7 billion yuan, an increase of 11%over the same period last year.

4. On August 17, the National Health and Health Commission held a press conference to introduce the "Guiding Opinions on Further Importing and Implementing Active Paternal Support Measures". Hao Fuqing, deputy director of the Social Development Department of the National Development and Reform Commission, introduced that the population element has a basic status and always consider it as the core variable in development. The Development and Reform Commission integrates measures to actively fertility support into various tasks. Domestic surveys show that unmanned care of infants and young children is the primary factor that hinders fertility. Broaden the scope of the application for childcare construction projects, the central budget investment gives construction subsidies, and give appropriate support for qualified inclusive projects.

5. On August 17, the General Office of the State Council issued the "Opinions on Further Regulating the Formation and Management of Administrative Tailors". The "Opinions" proposes that the content of administrative tailoring is accurately stipulated, and the content of the administrative tailoring is accurate, the specific circumstances of the specific circumstances, quantitative fines in accordance with the law, and resolutely avoid punishment. Essence

6. On August 17, the media's pre -issuing conditions for the issuance of maternity allowances on the distribution of maternity allowances may have pre -marital certificates, so that some unmarried but fertilized women may have obstacles to apply for maternity allowances. The National Medical Insurance Bureau stated that regarding the threshold for receiving maternity allowances, the social insurance law follows the rights and obligations of rights and obligations. As long as the liability for the payment of maternity insurance is fulfilled, there is no threshold at the national level. The relevant materials provided do not need to be a marriage certificate and other materials.

1. Evergrande Automobile: People familiar with the matter revealed that when the government is led, Evergrande Motors may be acquired by another car company. It has been more than half a year since Hengchi's 5th car has been offline, but only about 200 Hengchi cars produced in the Tianjin plant.

2. Let the wine industry: In the first half of the year, the operating income was 3.025 billion yuan, an increase of 26.51%year -on -year; net profit was 836 million yuan, a year -on -year increase of 13.6%.

3. Tencent Holdings: The second quarter report was released. The company's Q2 net profit (Non-IFRS) was 28.139 billion yuan, a year-on-year decrease of 17%; the second quarter revenue was 134 billion yuan, a year-on-year decrease of 3%.

4. Mango Super Media: The company achieved operating income of 6.714 billion yuan in the first half of the year, a year -on -year decrease of 14.5%; net profit was 1.191 billion yuan, a year -on -year decrease of 17.95%.

5. BYD: BYD, who has made a lot of money in the new energy vehicle market, is also in the field of investment in the first half market. BYD completed the fixed increase of the lithium battery supplier Anda Technology on July 6. The fixed increase price given by the New Third Board Company was 2.53 yuan/share. After just 42 days, as of August 17, its stock price rose up to 25 yuan/share. BYD's initial investment of 30 million yuan, the corresponding market value was close to 300 million yuan, and the 42 -day violent earning nearly 900%.

6. Yiwei Lithium and BMW: On August 17, according to foreign media quoted two people familiar with the matter, Yimei Lithium can provide BMW's electric vehicles in Europe with large cylindrical batteries. In response, the relevant persons of Yimei Energy Investment Relations Department responded that the specific situation did not understand. Earlier, the company has obtained the BMW designated project. At present, the company's production line is under construction. After completion, it can be supplied normally with the other party.

Tianfeng Securities: MLF reduces 10bp banks may continue to benefit and stable growth environment

Tianfeng Securities believes that the MLF interest rate exceeds the expected decline of this time, and it is more important to highlight the steady growth of supervision, and signal significance is more important. As the main body of wide credit, the MLF interest rate is reduced first, which is conducive to reducing LPR unilateral reduction of pressure on banks. In the third quarter, the key window period is expected to support the policy. Banks with the advantages of public business may continue to benefit and stabilize the environment.

Galaxy Securities: The equipment link of the photovoltaic industry will usher in the high prosperity

Galaxy Securities pointed out that the optical price of the photovoltaic industry and the technology of technology, the expansion of high -efficiency battery production accelerated, and the equipment link ushered in high prosperity. The opening of the photovoltaic opening is expected to gradually realize the transformation to the main energy form in the future. Global photovoltaic installations will continue to improve. The industrial chain continues to reduce costs and large -scale, HJT, multi -grid and other technologies. It is expected to accelerate backward production capacity clearing and the expansion of superior production capacity, and the growth momentum of core equipment manufacturers in various links will be sufficient. 1. U.S. stocks closed down, and the Federal Reserve said that the monetary policy may be tightened more. The Dow fell 171.69 points, a decrease of 0.50%, at 33980.32 points, the Nasda Index fell 1.25%to 12938.12 points, and the S & P 500 index fell 0.72%to 4274.04 points. Many members of the Fed announced that many members believe that the Fed may tighten monetary policy more. The pace of interest rate hikes will slow down at some point.

2. The British inflation rate rose to 10.1%in July, reaching a new high in 40 years. According to the FT Chinese website, the inflation rate in the UK rose to 10.1%due to rising grain prices, which was the first time in the United Kingdom for more than 40 years.

3. International oil prices have risen across the board, and US crude oil exports are innovative. International oil prices rose across the board, and US Oil's contract rose 0.88%in September to $ 87.29/barrel. The October contract rose 0.77%to $ 93.05/barrel.

4. European stocks generally closed down, the German DAX30 index fell 2.01%, the British FTSE 100 index fell 0.26%, the French CAC40 index fell 0.97%, and the European Stock 50 index fell 1.37%.

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