Every time it is traded (noon edition) 丨 photovoltaic, energy storage and other track stocks have strongly strengthened, the GEM refers to 1.84%; the net inflow of northern direction of funds exceeds 4.4 billion yuan; the National Energy Administration: Increase the construction of new power infrast

At 11:30 on September 26th, Beijing time, the Shanghai Stock Exchange Index fell at 2.6 points in the early early trading, a decrease of 0.08%, closed at 3085.77 points, and the turnover was 176.919 billion yuan. The turnover was 232.946 billion yuan; the GEM finger rose 42.9 points, an increase of 1.84%, the acquisition of 2346.81 points, the turnover of 77.857 billion yuan; 100 million yuan.

The previous stocks fell more, and the two cities over 3300 stocks fell, and individual stocks still fell. In terms of funds in the north, the net inflow of the Shanghai Stock Connect in early trading was 1.474 billion, and the net inflow of the Shenzhen Stock Connect in the early trading of the Shenzhen Stock Connect was 2.938 billion.

On the disk, the track stocks rebounded again. Energy storage, heat pumps, TOPCON batteries and other directions led the rise. Multi -stocks such as Germany and Chuanyi Technology reached a record high. Consumer stocks are active, tourist hotel stocks have risen, and Huatian Hotels and Zhongxin's tourism daily limit. In terms of decline, the cyclical stocks led by energy are collectively adjusted.

The first five industries were 3.55%of tourist hotels, 3.0%of aviation airports, 2.95%of photovoltaic equipment, 1.76%of batteries, and 1.65%of power equipment.

The top five industries were-3.44%, precious metals -2.96%, -2.78%of the oil industry, -2.76%, and gas-2.76%.

In the early morning of September 26, the main funds flowed into food, drinks, electronics, automobiles and other sectors in the morning, and clean out of banks, petroleum petrochemicals, steel, building decoration, national defense military workers, non -silver finance and other sectors.

In terms of net inflows in individual stocks, Guizhou Moutai, Ningde Times, Wuliangye, China -free, and Sunshine Power Supply received net inflows 1.624 billion yuan, 924 million yuan, 672 million yuan, 640 million yuan, and 609 million yuan, respectively.

At the same time, the net outflow of ICBC 145 million yuan, China Energy 132 million yuan, China Sea Oil 109 million yuan, and Yun Tianhua 101 million yuan.

NO.1 announced that in order to stabilize the foreign exchange market expectations and strengthen macro -prudential management, the People's Bank of China decided that from September 28, 2022, the foreign exchange risk reserve ratio of the long -term foreign exchange sales business was raised from 0 to 20%. The offshore RMB rose more than 200 basis points against the US dollar, from a decline to rising.

NO.2 Song Wen, deputy director of the Planning Department of the National Energy Administration, stated at a press conference on the 26th that during the current and future periods, the construction of new power infrastructure will be increased. Implementation of renewable energy replacement operations, steadily promoting large -scale wind power photovoltaic bases, southwestern hydropower bases, and power delivery channels focusing on desert, Gobi, and desert areas. The proportion of renewable energy power transmission ratio is not less than 50%in principle. Promote the construction of a number of major hydropower and nuclear power projects. In 2025, conventional hydropower and nuclear power installed capacity reached about 380 million and 70 million kilowatts, respectively. In -depth implementation of the "three reform linkage" of coal -electricity energy -saving carbon reduction, flexibility transformation, and heating transformation, and promote the use of carbon capture and use and sealing technology (CCUS) demonstration applications. Optimize the layout of charging infrastructure, promote the integration and development of new energy vehicles and power systems, and encourage the development of technical application demonstrations such as orderly charging and electric vehicles to send power (V2G) to the power grid.

NO.3 Zheng Jian, director of the Basic Division of the National Development and Reform Commission, said at the "Infrastructure Construction" special press conference held by the National Development and Reform Commission that in the past ten years, the innovation of my country's investment and financing mechanism has made positive progress. The infrastructure planning system is more perfect, the planning implementation adheres to the layered classification construction, the financial investment has continued to increase, the policy development financial instruments have fully played, the government and social capital cooperation models are standardized, and the reform of asset capitalized equity securization reform has further promoted the in -depth advancement The pilot of the real estate investment trust fund (REITs) of the infrastructure field has achieved breakthroughs and a cumulative raising scale exceeds 36 billion yuan.

NO.4 Following Buffett's selling BYD, another lithium industry giants encountered similar sharp air. The latest disclosure documents of the Hong Kong Stock Exchange show that on September 22, Samsung SDI reduced its holdings of Ganfeng Lithium Hosaway 16.622 million shares, and Samsung SDI's shareholding on Ganfeng Lithium's H -shares was reduced from 8.23%to 4.11%. Today, the reporter called the company as an investor to consult the matter. The staff said that the reason for reducing holdings was not clear, but it had no impact on the company for the time being. According to the current industry boom, the company's performance will be better next year. (First Finance)

Green Ecology (SZ002887, stock price of 8.68 yuan, market value of 2.708 billion yuan) announced on September 26. The second bid section of the green space maintenance project, the total amount of the winning bid is 97.0826 million yuan.

Deep Property A (SZ000011, the stock price of 9.7 yuan, a market value of 5.781 billion yuan) issued an announcement on the afternoon of September 26. The 100%equity and related transactions of the three companies affiliated to the subsidiaries of Shenzhen Fubao Group have been officially completed.

Daily Economic News

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