Let's take a look at the hot spots in the global stock market in the past week.
In terms of A shares and A shares, the performance of the three major indexes has declined, with the Shanghai index falling 0.5% weekly, the Shenzhen component index falling 1% weekly, and the ChiNext index falling 2.44% weekly. Home appliances, motors, precious metals, gas, consumer electronics and other sectors are stronger, medical, tourism, aviation, batteries, liquor, infrastructure, wind power and other sectors fell back, last week the northbound funds net purchase of 1.148 billion yuan, tcl Zhonghuan, Shanxi Fenjiu, Luzhou Laojiao, Luzhou Precision net purchase in the front, Guizhou Moutai, Sunshine Power, Makihara shares, China Free and other net sales in the front.
In terms of Hong Kong stocks, Hong Kong stocks fell with the shock of large technology stocks last week, with the Hang Seng Index falling 2.2% weekly, the National Index down 3.11% weekly, and the Hang Seng Technology Index down 5.81% weekly. On Friday, Hong Kong stocks fell sharply, with the Hang Seng Branch Index plunging 4.86%. Last week, southbound funds accumulated net purchases of HK$537 million, a significant decrease from the past. China Overseas Development, Tencent, Kuaishou, Li Ning, CNOOC and other net purchases are more, and Sunny Optics, WuXi Biologics, BYD, CCB, BOC and other net sales are in the front.
In the US stock market, the three major indexes continued to rebound after the interest rate hike landed, the Dow rebounded 3% weekly, the NASDAQ rose 4.7% weekly, and the S&P 500 index rose 4.26% weekly. On the plate, photovoltaics, oil and gas energy, silver, steel, utilities, construction machinery, etc. performed strongly, and only a few sectors such as insurance, home improvement, and department stores were weak.
In terms of Chinese stocks, most of the star stocks fell sharply on Friday, Alibaba plunged 11.12%, JD.com fell 4.23%, Pinduoduo fell 3.73%, NetEase fell 2.27%, Baidu fell 2.87%, Weilai rose 1.23%, Xiaopeng rose 0.66%, Ideal rose 0.27%, Shell fell 4.73%, BeiGene fell 3.88%, boss recruitment fell 3.69%, Tencent Music fell 6.44%, Futu fell 2.58%, iQiyi fell 8.61%.
What's there to watch out for so far this weekend? Let's take a look
1. The Office of the Speaker of the U.S. House of Representatives announced pelosi's itinerary to Asia without mentioning Taiwan
The official website of the Office of the Speaker of the U.S. House of Representatives announced Pelosi's trip to Asia, saying that Pelosi led a congressional delegation to visit the Indo-Pacific region, including Visits to Singapore, Malaysia, South Korea and Japan, and the full text of the statement did not mention Taiwan.
2. Air Force Spokesperson: Air Force multi-type fighters flew around the treasure island of the motherland and unswervingly defended national sovereignty and territorial integrity
Air Force spokesman Colonel Shen Jinke said at a press conference on the morning of 31 July that defending the motherland's great rivers and mountains is the sacred mission of the People's Air Force. The air force's multi-type fighters flew around the treasure island of the motherland to temper and enhance their ability to safeguard national sovereignty and territorial integrity. The Air Force has the firm will, full confidence and sufficient capability to defend national sovereignty and territorial integrity.
3. China Chemical adiponitrile project was put into operation, breaking through the key core technology of the industrial chain
The first set of butadiene method adiponitrile industrial production project in mainland China- the key device of the first phase of China Chemical Tianchen Qixiang Nylon New Material Industrial Base has successfully opened the whole process, successfully started up and produced excellent products. On July 31, China National Chemical Engineering Group Co., Ltd. held a successful commissioning ceremony in Zibo, Shandong Province. Experts believe that the industrial production of its own technology butadiene method adiponitrile is of great significance to make up for the shortcomings of the industrial chain and promote the long-term safe and healthy development of the high-end polyamide industry in the mainland.
4. Ali and 159 other Chinese stocks were included in the pre-delisting list by the United States
The SEC of the United States updated a batch of "pre-delisted list" on July 29 local time, and Four Chinese-listed companies including Alibaba, Mushroom Street, Cheetah Mobile, and Porky Pet were added to the list. So far, the agency has successively included 159 Chinese-listed enterprises, including Baidu, JD.com, Bilibili and Pinduoduo, into the "pre-delisting list".
5. Ding Wenwu, general manager of the State Integrated Circuit Fund Corporation, was subject to review and investigation
According to the discipline inspection and supervision group of the Central Discipline Inspection Commission and the State Supervision Commission stationed in the Ministry of Industry and Information Technology and the Beijing Municipal Supervision Commission, Ding Wenwu, general manager of the State Integrated Circuit Industry Investment Fund Co., Ltd., is suspected of serious violations of discipline and the law, and has been designated by the Central Discipline Inspection Commission and the State Supervision Commission to have jurisdiction over it, and is currently undergoing disciplinary review by the discipline inspection and supervision group of the Central Discipline Inspection Commission and the State Supervision Commission stationed in the Ministry of Industry and Information Technology, and the supervision and investigation by the Beijing Municipal Supervision Commission.
In addition, according to Caixin, on July 14, Wang Wenzhong, a partner of Shenzhen Hongtai Fund Investment Management Co., Ltd., was taken away by the relevant departments, and on the same day, Lu Jun, the former president of Huaxin Investment Management Co., Ltd., was taken away. According to the Financial Associated Press reported on the 30th, Yang Zhengfan, deputy general manager of the company's investment three departments, was also taken away to investigate recently.
6. Zhongwei Co., Ltd. and Huayou Cobalt will supply ternary precursor products for battery materials to Tesla
Zhongwei announced that the company and Tesla signed the Production Pricing Agreement on July 30. The contract stipulates that the company will supply ternary precursor products for battery materials to Tesla from January 2023 to December 2025.
On the same day, Huayou Cobalt announced that recently, Huayou New Energy Technology (Quzhou) Co., Ltd., a holding subsidiary of the company, and Huayou (Hong Kong) Co., Ltd. signed the "Production Pricing Agreement" with Tesla. The agreement stipulates that the company intends to supply ternary precursor products for battery materials to Tesla from July 1, 2022 to December 31, 2025.
7. Jiuan Medical: The performance of major contracts for the daily operation of the US subsidiary has been completed
Jiuan Medical announced that on June 6 and July 28, local time in the United States, the American ACC paid another $6.0213 million and $13.0704 million to the company's U.S. subsidiaries, totaling $19.0916 million. As of the date of this announcement, the Company's U.S. subsidiary has received a payment of US$1.775 billion from ACC in the United States for this contract, and the above contract has been fulfilled.
8. Eat fingernails in the squeezed vegetables? Fuling squeezed vegetable response: the foreign body was discarded and could not be detected and verified, and it was judged to be the rhizome of the head of the green cabbage
In response to the consumer's revelation that the fingernails were eaten in Wujiang juice, at present, the consumer feedback that the foreign body has been discarded and can no longer be detected and verified, "combined with the video data and further investigation of the incident, the company's production technicians judged it to be the rhizome of the raw vegetable head of the squeezed vegetables." Fuling Cai said that it has fully communicated with consumers and eliminated misunderstandings.
It is reported that Fuling Cai cai achieved revenue of 1.422 billion yuan in the first half of the year, an increase of 5.58% year-on-year; net profit of 516 million yuan, an increase of 37.24% year-on-year.
9. Musk filed a counterclaim against Twitter
On July 29, local time, Musk launched a counterclaim against Twitter, but the content of the lawsuit has not yet been made public. Previously, Musk launched an acquisition of the social networking site Twitter, but later announced that it had withdrawn from the $44 billion acquisition of Twitter on the grounds that it had violated multiple acquisition terms.
10. Kaifeng, Henan: Implement temporary control of epidemic prevention and control in the main urban area; Beijing has added a new high-risk area
From 12:00 on July 31, 2022 to 12:00 on August 3, 2022, Kaifeng City, Henan Province, will adjust the area south of the Yellow River embankment, north of the Zhengmin Expressway, east of the western boundary of the demonstration area, and west of the east boundary of Xiangfu District to a temporary control area for anti-spillover control area. In the temporary control area for anti-spillover, stop all non-essential personnel movement.
On July 31, a case of positive nucleic acid was found in Haidian, Beijing, adding a high-risk area.
11. Sichuan Luqiao: It is planned to entrust BYD to operate and manage the lithium iron phosphate project of Shuneng Minerals
Sichuan Luqiao announced that the company signed the "Supplementary Agreement on Strategic Cooperation" with Energy Investment Group and BYD respectively, agreeing to change the cooperation period between the company and strategic investors from 18 months to 36 months, and supplementary agreements on matters related to strategic cooperation between the company and strategic investors. BYD intends to participate in Sichuan Luqiao Mining Investment and Development Co., Ltd., and the two sides will cooperate in the mining and dressing of eritrean copper mines. At the same time, the two sides intend to be led by BYD to lay out the copper processing business and the company to lead the construction of photovoltaic power stations. The company plans to entrust BYD to operate and manage the lithium iron phosphate project of Shu Neng Minerals, and plans to develop Shu Neng Minerals into a high-quality supplier that can empower byddid battery industry for a long time. The two sides actively cooperate and discuss to jointly build a battery recycling network.
12. Exposure of the investment path of the northbound funds: a sharp increase in the electronics sector, 2.1 billion to raise photovoltaic stocks
Last week, A-shares continued to fluctuate, with a total of 39 shares on the list of active capital transactions in the north. In terms of different industries, the northbound funds have increased their positions in a number of technology sectors, and the shareholding in the electronics industry has increased by more than 5% month-on-month. This week, the net purchase of northbound funds is mainly photovoltaic concept stocks, TCL Zhonghuan, LONGi Green Energy, Tongwei shares received a net purchase of more than 500 million yuan, a total net purchase of 2.137 billion yuan.
13. Sales of new funds in the first seven months of this year hit a new low in the same period in the second half of 2019, down 46% month-on-month
Since the beginning of this year, the new fund has suffered "Waterloo". The sales volume of the new fund of 811.846 billion yuan in the first seven months of this year hit a new low since the second half of 2019, the lowest level of the structural bull market in the past three years. The scale of new fund issuance in July was 126.898 billion yuan, down 46% from June.
14. Brokerages released gold stocks in August: consumer and growth stocks are once again optimistic
According to incomplete statistics, in the list of "gold stocks" released by various securities companies in August, the most recommended by institutions is Guizhou Moutai and has been recommended by 3 securities companies. In addition, Huayang Group, Makihara Shares, New Clean Energy, AVIC Heavy Machinery, etc. have all been recommended by 2 securities companies. In the direction of configuration, most securities companies recommend the allocation idea of stable growth and stable consumption, such as photovoltaic, consumption, new energy and other sectors. In addition, brokers are generally bullish on growth stocks.
15. This week, 37 shares are facing the lifting of the ban on restricted shares: Guolian shares, Fudan Microelectronics, and Bank of Suzhou have lifted the ban on more than 12 billion yuan
According to the data, in addition to the new stocks to be listed, 37 stocks will face the lifting of the ban on restricted shares this week, with a total of 3.885 billion shares. According to the latest closing price, the total market value of the lifting of the ban was 71.324 billion yuan, an increase of 22.06% over the previous week's market value. From the perspective of lifting the ban on shares, Guolian shares, Fudan Microelectronics, and Bank of Suzhou will lift the ban by more than 12 billion yuan, and Shenma Power, Huawei Design, Fudan Microelectronics, and Bejet circulation disks will increase by more than 200%.
16. A total of 11 IPOs were subscribed this week
A total of 11 new shares were issued this week. Among them, Monday 2: Weiheide, Mankun Technology; Tuesday 2: Mai Land, Fun Sleep Technology; Wednesday 2: Haiguang Information, Source Fly Pets; Thursday 2: KgEco Precision, Wisdom Micro Intelligence; Friday 3: Vast Depth, Haizheng Raw Material, Yuanxiang New Material.
17. Record profits of the world's top five oil giants!
The latest earnings report shows that the world's five largest oil giants ExxonMobil, Chevron, Shell, Total and BP combined profits in the second quarter of this year reached about $51 billion (about 340 billion yuan), a record record. The free cash flow of the global oil and gas industry will reach $834 billion by the end of this year.
18. Shanghai will introduce special consumption promotion policies for automobiles, home appliances and other fields
According to the Shanghai Securities News, the Information Office of the Shanghai Municipal Government held a press conference of the Shanghai Municipal Government. Gu Jun, director of the Shanghai Municipal Commission of Commerce, said at the press conference that the third "May Five-Year Shopping Festival" strives to achieve "five new". Among them, in order to boost consumption, Shanghai will introduce special consumption promotion policies for automobiles, home appliances and other fields. Mobilize key business districts, shopping streets, brands, and platforms to plan colorful marketing activities in the largest range. Appropriate support will be given to market-leading innovative formats, models and creative activities, and enterprises that have made outstanding contributions to the growth of the consumer market. Special consumption promotion policies have been introduced for the fields of automobiles and home appliances. Support enterprises to issue consumption coupons in various ways.
19. Wang Xin, director of the Research Bureau of the Central Bank of China: Research on transformation financial standards in the fields of construction, building materials, steel, coal power, and agriculture is being carried out
Wang Xin, director of the Research Bureau of the People's Bank of China, said in the "2022 Qingdao? In his keynote speech at the China Wealth Forum, he said that at present, the mainland has initially clarified the basic principles of transformation finance. In terms of specific standard formulation, the central bank is organizing forces to carry out research on transformation financial standards in the fields of construction, building materials, steel, coal power, agriculture and other fields, which will be publicly released when conditions are ripe.
1. China's official manufacturing PMI in July was 49
According to the National Bureau of Statistics, in July, the manufacturing purchasing managers' index was 49.0%, expected 50.4%, down 1.2 percentage points from the previous month, below the critical point, and the level of manufacturing prosperity has declined. The Non-Manufacturing Business Activity Index and the Composite PMI Output Index were 53.8% and 52.5%, respectively, down 0.9 and 1.6 percentage points from the previous month and in the expansion range for two consecutive months. Generally speaking, the level of the mainland's economic prosperity has declined, and the foundation for recovery still needs to be consolidated.
2. The WHO expects more monkeypox-related deaths
The World Health Organization's European office said monkeypox-related deaths had already occurred outside of Africa and more were expected, while stressing that serious complications remained rare.
The U.S. state of New York has entered a "state of disaster emergency" due to the monkeypox outbreak. On July 30, local time, the mayor of New York City, New York City, the United States, and the director of the Municipal Health Bureau issued a joint statement declaring the monkeypox epidemic a public health emergency. The United States has become the country with the largest number of known monkeypox cases in the world, and as of the 29th local time, a total of 5189 confirmed cases of monkeypox have been reported.
3. Saudi Arabia's GDP grew by 11.8% in the second quarter, the fastest growth rate since 2011
Saudi Arabia's GDP grew by 11.8 percent in the second quarter, maintaining its fastest pace since 2011, due to higher oil prices and oil production. Preliminary estimates released by the Saudi General Administration of Statistics on Sunday showed that in the second quarter, saudi arabia's non-oil gross domestic product grew by 5.4 percent, while the gross oil product soared by 23.1 percent. The Saudi Chancellor of the Exchequer said at the Davos Forum that Saudi GDP is expected to grow by 19% this year.
4. Biden's new crown test results were positive for two consecutive days
On July 31, according to a statement officially released by the White House doctors in the White House, as of the morning of July 31, US President Biden's new coronavirus test results were still positive, he is currently feeling good and continues to take isolation measures Biden tested positive for the first time on July 21, tested negative on the 27th and lifted the isolation, and was diagnosed again on the 30th.
5. Japanese Prime Minister Fumio Kishida departs for the United States to attend the Review Conference of the Treaty on the Non-Proliferation of Nuclear Weapons
According to Kyodo News Agency, Japanese Prime Minister Kishida Fumio departed from Haneda Airport on a special government plane on the same day and went to New York to attend the Review Conference of the Treaty on the Non-Proliferation of Nuclear Weapons.
1. Zhang Jiangfeng, Lithium Industry Branch of China Nonferrous Metals Industry Association: It is expected that the world's lithium production and consumption will increase by about 30% per year.
Zhang Jiangfeng, vice president of the Lithium Branch of the China Nonferrous Metals Industry Association, said at the "2022 China New Energy Materials Industry Chain High-end Forum" that during the "14th Five-Year Plan" period, the demand for lithium in China and the world will increase significantly, and it is expected that the annual growth rate of the world's lithium production and consumption will be about 30%. The increase in demand for lithium in new energy vehicles, energy storage and other fields will continue to grow, and it is not excluded that there will be "jumping" growth at a certain stage, and the growth of consumer lithium batteries will be stable.
2. The steel PMI in July was 33.0%: steel supply and demand sides contracted The industry continued to operate in a sluggish manner
Judging from the PMI of the steel industry surveyed and released by the China IoT Steel Logistics Professional Committee, it was 33.0% in July 2022, down 3.2 percentage points from the previous month, and the steel industry continued to operate in a downturn. From the perspective of sub-index changes, the characteristics of the market off-season appear, the market demand is running at a low level, the production of steel mills has declined, and the prices of steel and raw materials have continued to decline. It is expected that in August, market demand will pick up, and steel mill production tends to recover, driving a slight rebound in steel and raw material prices.
3. Top100 real estate enterprises in July performance decreased by 28.6% month-on-month
According to the sales of Chinese real estate enterprises released by the Kerry Real Estate Research Center in July 2022, the top 100 housing enterprises achieved a single month sales transaction amount of 523.14 billion yuan, slightly higher than the average monthly level in the first half of the year. The decrease was 28.6% month-on-month, and the decline was basically flat compared with the average of about 30% in previous years; the year-on-year decrease was 39.7%, and the decline was slightly narrowed. At present, the overall demand and purchasing power of the market are overdrafted, and the confidence of the industry is also at a low level, and the pressure of enterprise deindustrialization in the short term is still large. In terms of cumulative performance, the year-on-year decline in the cumulative sales volume of the top 100 housing enterprises from January to July is still maintained at a high level of 49%.
4. Sales performance ranking of Chinese real estate enterprises from January to July 2022
According to the sales performance ranking of Chinese real estate enterprises released by the Middle Finger Research Institute from January to July 2022, Country Garden, Poly Development and Vanke are in the top three in terms of sales and sales area respectively.
5. The ticket fuel surcharge was reduced for the first time this year
According to a report by China Communications News on Friday evening, Fliggy received a notice from domestic airlines such as China Eastern Airlines, Shanghai Airlines, and Colorful Guizhou Airlines that the fuel surcharge for domestic flights will be lowered from 00:00 on August 5 (the date of ticket issuance): 80 yuan per adult passenger in flight segments below 800 kilometers (inclusive), and 140 yuan per adult passenger for more than 800 kilometers, which is 20 yuan and 60 yuan lower than before the adjustment. This is also the first reduction in the number of fuel surcharges imposed by domestic airlines since the resumption of the introduction of fuel surcharges.
This article originated from The Grand Gateway Financial Breakfast