Morning News - Big Events at a Glance
丨Intent news 丨
1. On July 1, the National Development and Reform Commission issued the Notice on Doing a Good Job in Revitalizing Existing Assets and Expanding Effective Investment, which supports financial asset management companies, financial asset investment companies, and state-owned capital investment and operation companies to participate in the revitalization of existing assets.
2. Recently, the National Development and Reform Commission issued a special project for pollution control and energy conservation and carbon reduction (pollution control direction) to invest 7 billion yuan in the central budget in 2022 to support the construction of sewage treatment, sewage resource utilization, urban domestic waste classification and treatment, hazardous waste disposal, environmental infrastructure in the park, and seawater desalination.
3. On July 1, the China Securities Regulatory Commission (CSRC) issued a warning on the risks of illegal securities and futures, saying that Xu Mou, a financial big V in Shanghai with 4 million Weibo fans, was indicted by the Shanghai Pudong New Area Procuratorate for suspected illegal business operations, aiding online information criminal activities, and false advertising for suspected of publishing false investment platform advertising information in Weibo and live broadcast rooms, and fooling investors into trading 50 ETF options on black platforms.
4. The Ministry of Finance, the State Administration of Taxation and the Securities regulatory commission issued an announcement on July 1 to clarify that after the exchange-traded open-ended funds (ETFs) are included in the trading interconnection mechanism between the mainland and Hong Kong stock markets, the current relevant tax policies will be applied.
5. The Provisions on ClearLy Marking Prices and Prohibiting Price Fraud issued by the State Administration for Market Regulation came into effect on July 1. The Provisions specify seven typical price fraud practices that business operators are not allowed to commit, including falsely claiming that the prices of goods and services are government-priced or government-guided prices.
6. The Ministry of Science and Technology and other seven departments recently jointly issued a notice aimed at developing scientific research assistant positions and absorbing the employment of college graduates in 2022.
7. On July 1, the State Defense Office and the Ministry of Emergency Management studied and deployed typhoon prevention and heavy rainfall prevention and response work in coastal areas. According to meteorological forecasts, affected by Typhoon Siamba, from 14:00 on the 1st to 14:00 on the 2nd, there were heavy to heavy rains in parts of central and southern Guangdong, southern Guangxi, Hainan Island and other places. The Central Meteorological Observatory has issued an orange typhoon warning. On the 2nd, all the high-speed railways around the island in Hainan and the suburban trains in Haikou were suspended. Typhoon Avery formed at 11:00 a.m. on the 1st and will move into the East China Sea on the 3rd.
8. Recently, the Ministry of Veterans Affairs and other 4 departments jointly issued the "Measures for the Medical Security of Preferential Care Targets", and launched a number of innovative measures, including further enriching and expanding the content and scope of medical preferential treatment provided by preferential care hospitals for preferential care recipients.
9. The National Health Commission issued the "Technical Guidelines for the Prevention and Control of Monkeypox (2022 Edition)", which pointed out that the new coronavirus should be checked while the entry personnel are in quarantine.
10. The National Health Commission issued the "Novel Coronavirus Pneumonia Prevention and Control Plan (Ninth Edition)" related questions and answers, which clearly stated that measures such as isolation and restriction of travel for people from low-risk areas should not be taken.
11. In the diving mixed doubles 10-meter platform final that ended in the early morning of July 2, Beijing time, the Chinese combination Duan Yu/Ren Qian played well and won the championship with a total score of 341.16 in five jumps. This is also the 10th gold medal won by the Chinese diving team at this World Championships.
丨around 丨
1. On June 30, the Beijing Municipal Bureau of Finance and the Beijing Municipal Human Resources and Social Security Bureau jointly issued the "Notice on Employers Recruiting Graduates of Graduates of Colleges and Universities in the Graduation Year to Give a One-time Job Expansion Subsidy", and employers can directly subsidize the employer according to the standard of 1500 yuan per person for recruiting graduates of Beijing Colleges and Universities in the graduation year.
2. In order to further protect enterprises, stabilize employment and benefit people's livelihood, Shanghai recently issued the "Opinions on Doing a Good Job in Stabilizing Employment in the City at present and in the Coming Period" (hereinafter referred to as the "Opinions"). In view of Shanghai's current and future employment stabilization work, the "Opinions" put forward five aspects and twenty targeted measures.
3. According to the meteorological forecast, this year's No. 3 typhoon "Siamba" (severe tropical storm level) will make landfall in the coastal area from Wenchang, Hainan to Yangjiang, Guangdong during the day on July 2, and the largest possible landfall is from Wuchuan to Xuwen (typhoon level or strong tropical storm level) in Guangdong.
4. Jiangsu Wuxi issued a notice on July 1 that 10 people with positive nucleic acid tests were found in Wuxi, and 3 high-risk areas and 5 medium-risk areas were demarcated.
丨International 丨
1. According to the latest real-time statistics of WHO, as of 18:25 CET on July 1 (0:25 Beijing time on July 2), the global cumulative number of confirmed covid-19 cases 545226550, and the cumulative number of deaths 6334728; On the 1st, 829623 new confirmed cases of new coronary pneumonia were added worldwide, and 1,500 new deaths were added.
2. According to the Russian Satellite News Agency reported on July 1, Russian President Putin signed a presidential decree to replace sakhalin energy company, the operator of the "Sakhalin 2" project, with a new Russian legal person, while the project assets were nationalized and handed over to the new operators for use free of charge.
3. According to Japan's Kyodo News Agency, a few days ago, Apple in the United States raised the price of smart phones and iPhones in Japan. In addition, Apple tablet iPad, smart watch Apple Watch, etc. have also raised prices.
4. On July 1, local time, the Italian National Bureau of Statistics released preliminary statistics on inflation, and the country's consumer price index (including tobacco) rose by 8% year-on-year in June, the highest record since January 1986.
Company - Related Trends
丨Material matters 丨
1. Xiaokang shares: In June, the sales volume of new energy vehicles was 12,400 units, an increase of 185.41% year-on-year.
2. Tongwei shares: signed a polysilicon sales contract of 64.41 billion yuan with Meike Silicon Energy.
3. Shuangliang Energy Saving: Signed a framework agreement with Tongwei Co., Ltd. for the purchase and sale of polysilicon of 56 billion yuan.
4. Harbin Investment Shares: Jianghai Securities, a subsidiary, was suspected of making false records when acting as the financial adviser of Obit, and was filed by the CSRC.
5. ST Xingyuan: Suspected of violating laws and regulations, it was investigated by the Securities Regulatory Commission.
丨Market 丨
丨US MARKET 丨
On Friday, local time, affected by the bearish economic data released before the market, the three major stock indexes in the New York stock market in the United States performed sluggishly in the morning. The market rebounded during the midday session, led by sectors such as utilities, and investors continued to buy, pushing the three major stock indexes to close collectively higher in the first trading day of the second half of the year. From the intraday perspective, all 11 major sectors of the S&P 500 index closed higher, with the utilities sector rising nearly 2.5%, leading the US stock market, and the consumer discretionary sector rising nearly 2%. Most of the popular Chinese stocks rebounded that day, partially outperforming the broader market. The Nasdaq Golden Dragon China index closed up nearly 1.3 percent, Pinduoduo closed up about 4.9 percent and JD.com closed up 2.7 percent.
In terms of economic data, the US Supply Management Association manufacturing index released on Friday was 53 in June, falling to a new two-year low and significantly lower than expected. Both new orders and employment indexes in the breakdown data are mired, and the data show signs of a slowdown in U.S. commodity demand. In this regard, the market is more worried that the Fed's aggressive interest rate hike will trigger a recession. Wall Street investment bank JPMorgan Chase said on the same day that based on a number of weak economic data this week, it lowered its economic growth forecasts for the second and third quarters of this year, from 2.5% and 2% respectively to 1%. Goldman Sachs' analysis points out that the risk of future sell-offs in U.S. stocks remains high, as current market pricing only indicates investors' expectations for a mild U.S. recession.
This week, affected by the prospect of aggressive interest rate hikes by the Federal Reserve and the us economy's continuous signals of slowing growth, all three major stock indexes in the New York stock market have fallen cumulatively. The NASDAQ has seen significant cumulative declines this week due to the underperformance of technology stocks, especially tech giants, this week.
丨 European market 丨
In Europe, multinational stocks experienced their worst quarterly performance since 2020 in the second quarter of this year, with investors reassessing the direction of stocks on the first trading day of the second half of the year, with europe's three major stock markets trading up and down on Friday. The latest data for the day showed that inflation in the euro area rose to a record high of 8.6% in June, owing to soaring energy and food prices. In response, the ECB has said that it does not rule out the possibility of a sharp 50 basis point rate hike.
丨Gold crude oil 丨
In crude oil markets, rising investor fears of tight supply once again pushed international oil prices higher on Friday. There are reports that libyan oil companies have announced that two major oil export ports and one oil field have been severely affected by force majeure factors. In recent days, Libya's oil exports have fallen sharply by about 70% compared with normal times. In addition, workers at several offshore oil rigs in Norway are scheduled to launch strikes on July 5, a move that could lead to a 4 percent drop in Norway's daily crude oil production.
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(Edited by Peng Lin)