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Brokerage China Yang Yucheng /Finishing
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The latest development of the epidemic
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National Health Commission: Yesterday, there were 38 new locally confirmed cases, and 251 new local asymptomatic infected people
From 0 to 24:00 on August 2, 31 provinces (autonomous regions and municipalities directly under the Central Government) and the Xinjiang Production and Construction Corps reported 101 new confirmed cases. Among them, 63 cases were imported from overseas, including 13 cases converted from asymptomatic infected people to confirmed cases; There were 38 indigenous cases (12 in Hainan, 10 in Gansu, 8 in Inner Mongolia, 4 in Guangxi, 3 in Shandong, and 1 in Sichuan), including 12 cases from asymptomatic infected people to confirmed cases (10 cases in Gansu and 2 cases in Guangxi). There were no new deaths. There were no new suspected cases. There were 335 new asymptomatic infected patients, including 84 cases imported from abroad and 251 cases in China (74 cases in Guangxi, 56 cases in Henan, 37 cases in Gansu, 36 cases in Shandong, 20 cases in Xinjiang, 11 cases in Bingtuan, 5 cases in Sichuan, 4 cases in Zhejiang, 3 cases in Inner Mongolia, 1 case in Hebei, 1 case in Jiangxi, 1 case in Guangdong, 1 case in Hainan, and 1 case in Yunnan).
On August 2, Hainan added a local "12+1", all of which are reported by Sanya City
The Hainan Health Commission reported that at 0-24:00 on August 2, 2022, there were 12 new locally confirmed cases in Hainan Province, which were reported by Sanya City; One new case of local asymptomatic infection was reported by Sanya City. From 0:00 on August 1, 2022 to 24:00 on August 2, 2022, a total of 13 locally confirmed cases were reported in this round of the epidemic (13 cases were reported in Sanya City); There is 1 case of local asymptomatic infection (1 case reported in Sanya City).
There were 4 new locally confirmed cases and 74 local asymptomatic infected people in Guangxi
Guangxi Health Commission reported that at 0-24:00 on August 2, there were 4 new locally confirmed cases in Guangxi (2 cases in Haicheng District, Beihai City; 2 cases in Daxin County, Chongzuo City), including 2 cases of asymptomatic infected people turned confirmed cases (both in Chongzuo City); There were 74 cases of local asymptomatic infection (57 cases in Chongzuo City, including 39 cases in Ningming County, 17 cases in Daxin County, and 1 case in Jiangzhou District; There were 15 cases in Beihai City, including 13 cases in Haicheng District and 2 cases in Yinhai District; 1 case in Wuming District, Nanning City; Fangchenggang Dongxing City 1 case).
There were 56 new cases of indigenous asymptomatic infection in Henan
Henan Health Commission reported that at 0-24:00 on August 2, there were 56 new cases of local asymptomatic infection in the province (41 cases in Shangqiu Minquan County, 8 cases in Ningling County, 2 cases in Yongcheng City, and 5 cases in Luoshan County, Xinyang City), and there were no new local confirmed and suspected cases. There was 1 new case of asymptomatic infection imported from abroad, and no new confirmed or suspected cases imported from abroad. 1 locally confirmed case was cured and discharged from hospital (1 case in Zhumadian City); 24 asymptomatic infected people were released from medical observation, including 22 cases in the local area (20 cases in Zhumadian City and 2 cases in Shangqiu City), and 2 cases imported from abroad.
WHO: There are 607827 new confirmed covid-19 cases and 1,123 new deaths worldwide
The latest data released by the World Health Organization on August 2 shows that the cumulative number of confirmed covid-19 cases worldwide has reached 575887049. The latest data from the WHO website shows that as of 18:04 CET on the 2nd (00:04 Beijing time on the 3rd), the number of confirmed cases worldwide increased by 607827 from the previous day, reaching 575887049; The number of deaths increased by 1123 to 6398412.
The White House announced the creation of a working team to deal with monkeypox, and the government will vaccinate high-risk groups
US President Joe Biden announced the establishment of a special working team on the 2nd to deal with the monkeypox epidemic in the United States. Biden appointed F.S. Emergency Measures Agency official Robert Fenton and public health expert Demit Das Karakis as the White House's response to the monkeypox outbreak as the deputy coordinator. The White House said the two men would be responsible for coordinating the White House's monkeypox response with all federal departments and agencies. The U.S. government will assist states in strengthening virus tracking for monkeypox outbreaks, ensuring adequate supply of virus testing, vaccinate high-risk populations, and provide treatment options for patients.
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Macro dynamics
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The Foreign Ministry summoned the U.S. Ambassador to China
On the night of August 2, Chinese Vice Foreign Minister Xie Feng was ordered to urgently summon US Ambassador to China Burns to lodge solemn representations and strong protests with the US side on behalf of the Chinese Government over US House speaker Pelosi's visit to Taiwan.
Xie Feng said: Pelosi has braved the world's great discord, deliberately provoked and played with fire, seriously violated the one-China principle and the stipulations of the three Sino-US joint communiques, seriously impacted the political foundation of Sino-US relations, seriously violated China's sovereignty and territorial integrity, seriously undermined peace and stability in the Taiwan Strait, and sent a serious wrong signal to the "Taiwan independence" separatist forces. The nature is extremely bad, and the consequences are extremely serious. China will not sit idly by.
The Chief Executive of Hong Kong strongly condemns Pelosi's visit: he fully supports and cooperates with all necessary measures taken by the central authorities
Hong Kong SAR Chief Executive Li Jiachao expressed his resolute opposition to and strongly condemned US House speaker Pelosi's visit to Taiwan late at night on 2 July. Li Jiachao said that the Hong Kong SAR Government fully supports and cooperates with all necessary measures taken by the central authorities. "The Government of the Hong Kong Special Administrative Region has a firm will and a clear stand against 'Taiwan independence' and fully supports the central government's firm determination to safeguard national sovereignty and territorial integrity." Li Jiachao said.
The Taiwan Affairs Office of the State Council announced that it would punish the affiliated institutions of "Taiwan independence" diehards
Ma Xiaoguang, spokesman for the Taiwan Affairs Office of the State Council, said on 3 August that the "Taiwan Democracy Foundation" and the "International Cooperation and Development Foundation," affiliated organizations of "Taiwan independence" diehards, under the guise of "democracy" and "cooperative development," have wantonly engaged in "Taiwan independence" separatist activities in the international arena, tried their best to co-opt and tie up with external anti-China forces, attacked and smeared the mainland, and used money and other bait to expand Taiwan's so-called "international space" in an attempt to undermine the one-China pattern in the international community. The mainland side has decided to take punitive measures against the above-mentioned foundations, prohibiting them from cooperating with mainland organizations, enterprises, and individuals, punishing organizations, enterprises, and individuals that provide funds or services to the above-mentioned foundations in accordance with law, as well as taking other necessary measures. It is forbidden for mainland organizations, enterprises, and individuals to conduct any transactions or cooperation with enterprises such as Xuande Energy, Lingwang Technology, Tianliang Medical, and Tianyan Satellite Technology that donate money to the above foundations, and it is forbidden for the responsible persons of relevant enterprises to enter the country.
The eastern theater is located in the sea and airspace around Taiwan Island to organize joint exercises in actual combat
According to the WeChat public account of the Eastern Theater, on 3 August, the Chinese people's liberation army in the eastern theater of the People's Liberation Army, located in the airspace of the northern, southwestern, and southeastern seas of Taiwan Island, organized a real-combat joint exercise with the participation of the theater navy, air force, rocket force, strategic support force, joint logistics support force, and other units, focusing on the subjects of joint sealing and control, sea assault, land strikes, and air superiority operations, and tested the joint combat capability of theater troops.
The 06th round of the Coast Guard joint multi-department cruise activities
According to CCTV Military, the first large-scale cruise rescue ship in the Taiwan Strait, "Coast Guard 06", formed a formation with 7 ships and boats from the Xiamen Maritime Safety Bureau, the Xiamen Maritime Development Bureau, the Xiamen Coast Guard Bureau, and the East China Sea Rescue Bureau on the 3rd, and coordinated with the professional rescue helicopters of the East China Sea Rescue Flight Team to carry out a joint operation of cruise search and rescue in the xiamen-Zhanghai waters. It is reported that in the next few days, the "Coast Guard 06" will continue to carry out cruise law enforcement activities in the coastal waters of Fujian and make every effort to maintain the safety of water traffic in the Taiwan Strait.
The Fujian Maritime Safety Bureau issued a navigation warning, and some waters are prohibited from entering
The Fujian Maritime Safety Bureau today issued the Fujian Aviation Police 21/22 to conduct military exercises and live-fire in the following waters from 1200:00 on August 4, 2022 to 1,200:00 on August 7, 2022.
State Grain and Material Reserve Bureau: Carefully organize the purchase of grain and oil in summer and autumn, and continue to do a good job in ensuring supply and stable prices
On August 2, the Semi-annual Meeting of the National Grain and Material Reserve Work was held in Beijing. The meeting demanded that we should always tighten the string of food security, meticulously organize the purchase of grain and oil in summer and autumn, continue to do a good job in ensuring supply and stable prices, solidly promote legislative revision and law enforcement supervision, strengthen the "two assessments", deeply promote high-quality grain projects and grain saving and loss reduction, and strengthen the coordinated guarantee of production, purchase, storage, and marketing.
General Administration of Customs: From August 3, the import of citrus fruits, chilled white-banded fish and frozen horse mackerel from Taiwan will be suspended to the mainland
The General Administration of Customs announced that since last year, the mainland customs has repeatedly detected quarantine pests from citrus fruits exported from the mainland from Taiwan, the ocean gluteal mealybug Planoccus minor, as well as the residues of beta thion and leguo exceeding the standard; In June this year, the packaging of chilled white-banded fish and frozen horse mackerel exported from Taiwan was positive for the new crown virus. In order to prevent risks, in accordance with the relevant laws and regulations and standards of the Mainland, it is hereby decided to suspend the import of citrus fruits, chilled white striped fish and frozen horse mackerel from Taiwan to the Mainland from August 3, 2022.
Ministry of Commerce: Suspend the export of natural sand to Taiwan, which will be implemented from August 3
According to CCTV News, some enterprises are concerned about whether there is an adjustment to the policy of exporting natural sand to Taiwan. What is the response of the Ministry of Commerce to this? A spokesman for the Ministry of Commerce said that in accordance with relevant laws and regulations, it was decided to suspend the export of natural sand to Taiwan. The relevant measures will be implemented from 3 August 2022.
U.S. House Speaker Nancy Pelosi was found to have drugs after her husband was arrested for drunk driving
According to CCTV News, on August 2, local time, Fox News quoted a court document pointing out that Paul Pelosi, the husband of US House speaker Nancy Pelosi, was detected with drugs during his arrest for drunk driving in May.
Paul Pelosi reportedly spoke vaguely with police, standing unsteadily on both feet, and tried to show police the membership card of a foundation that had long funded local police officers and their children.
Emergency Alert! Embassy in Nigeria: Chinese companies and personnel in the area near Abu Jazuma Rock face extremely high security risks
According to the website of the Chinese Embassy in Nigeria on August 3, it is reported that near the Abu Jazuma Rock, terrorists and criminal gangs are frequently active, waiting for opportunities to find targets, and local Chinese-funded enterprises and personnel are facing extremely high security risks.
The Chinese Embassy in Nigeria urgently reminded Chinese-funded enterprises and personnel near Zuma Rock to withdraw as soon as possible. Chinese-funded enterprises and personnel in other parts of Abuja insist on "non-essential and do not go out" and resolutely avoid going to crowded places. In case of emergency, please call the police and contact the Chinese Embassy in Nigeria.
Dongguan: Buyers pay the purchase price through online banking, counter transfer, etc. with the housing payment notice
On August 2, the Housing and Urban-Rural Development Bureau of Dongguan City, Guangdong Province, issued the Notice on Publicly Soliciting Opinions on Further Regulating the Management of the Receipt, Deposition, and Use of Pre-sale Funds of Commercial Housing (Draft for Solicitation of Comments). In order to prevent development enterprises from intercepting and depositing the purchase price, the Draft Opinion proposes that for projects that have obtained the pre-sale permit for commercial housing, the buyer shall directly deposit the purchase price (including deposit, down payment, installment payment, one-time payment, etc.) into the sub-account of the pre-sale fund supervision of the corresponding house through the POS machine swipe card, bank counter transfer, online bank transfer and other methods of the associated pre-sale fund supervision system according to the information of the "Housing Payment Notice" generated by the pre-sale fund supervision system. The development enterprise shall not intercept, accept or deposit the purchase price in any other form; The mortgage bank shall directly deposit the bank mortgage loan and housing provident fund loan into the sub-account of the pre-sale fund supervision of the corresponding house in accordance with the commercial housing mortgage contract.
A man's kindergarten in Anfu, Jiangxi Province, killed and injured people, killing 3 people and injuring 6 people
The "Anfu Public Security" WeChat public account released a police information circular, and at 10:22 on August 3, 2022, a homicide occurred in Anfu County. A gangster wearing a duck-tongue hat and mask and armed scurried to a private kindergarten in Anfu County to commit murder and injure people, causing 3 deaths and 6 injuries. After investigation, the criminal suspect Liu Mouhui (male, 48 years old, from Liaotang Township, Anfu County) was initially identified. At present, the public security organs are going all out to hunt down the criminal suspects.
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financial institution
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OCBC Bank's net profit for the second quarter increased by 28% to SGD1.48 billion
According to Lianhe Zaobao, OCBC Bank announced its results for the second quarter and first half of this year, with net profit in the second quarter up 28% year-on-year to SGD1.481 billion and net profit in the first half of the year up 7% year-on-year to SGD2.837 billion.
CITIC Securities: The scale of public funds has reached a new high, and the development of the industry is still in a good period of opportunity
CITIC Securities pointed out that in the second quarter of 2022, the scale of the public fund industry rose to 26.7 trillion yuan, and the contribution of fixed income products was mainly increased, and the industry as a whole was further expanded. In the second quarter, the equity market recovered, and the main fund categories achieved positive returns, more than 90% of the funds achieved positive returns in the second quarter, and active equity funds led the rise. The development of the industry is still in a good period of opportunity.
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Market data
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Afternoon comment: Shanghai index rushed higher and fell back up 0.4% Military stocks set off a rising tide
As of noon, the Shanghai index rose 0.4%, the Shenzhen component index rose 0.24%, and the ChiNext index fell 0.37%. In terms of northbound funds, the net inflow of Shanghai Stock Connect in the morning was 314 million, and the net inflow of Shenzhen Stock Connect in the morning was 1.679 billion. After the market opened high in the morning, it rushed higher and fell back, and the three major indexes rose and fell differently. On the disk, the military industry sector has strengthened again, and individual stocks in the sector have set off a rising tide. The semiconductor sector strengthened intraday, and Dagang shares were connected to the board for 2 consecutive days. Overall, individual stocks in the early session showed a general reaction pattern, but many stocks rose and fell back. In terms of declines, agriculture-related sectors fell into a correction. In general, individual stocks rose more and fell less, and more than 3700 stocks in the two cities rose. The half-day turnover of Shanghai and Shenzhen cities reached 648.6 billion, a contraction of 156.6 billion yuan from the morning of the previous trading day. In terms of plates, military industry, titanium dioxide, Hongmeng concept, unmanned driving and other plates rose, and pork, reducers, soybeans, HJT batteries and other plates fell in the front.
The balance of financing in the two cities decreased by 12.055 billion yuan
As of August 2, the financing balance of the Shanghai Stock Exchange was reported at 813.463 billion yuan, a decrease of 5.53 billion yuan from the previous trading day; the financing balance of the Shenzhen Stock Exchange was reported at 705.009 billion yuan, a decrease of 6.525 billion yuan from the previous trading day; and the total of the two cities was 1518.472 billion yuan, a decrease of 12.055 billion yuan from the previous trading day.
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Company News
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Station B hr said that the user is Loser! The response said the HR had been dissuaded last year
Network transmission B station HR said that the core users are Loser, B station response: the interviewer in the incident is very angry, after internal investigation, the interviewer has been dissuaded at the end of last year, will learn lessons to strengthen management, thank you for supervision.
It is reported that on July 31, the blogger Pineapple Manatee forwarded a Weibo posted in November 2021, saying that the B station HR actually described the core users of the B station as "loser in life" during the interview. According to the interview transcript provided by the blogger, when the HR questioned the candidate, when he learned that the candidate had hundreds of coins, he called the other party a "white prostitute". And then the HR asked, "Do you know who our core users are?" After the candidate responded that he did not know, HR answered: "Loser in life." The blogger said the applicant eventually got an offer, but chose to give up the opportunity. Subsequently, this revelation also triggered a hot discussion, the blogger sent a Weibo to explain the matter, saying that the relevant Weibo about the HR interview of the B station was published a year ago, because the recent chat with friends remembered this matter, and then forwarded it again.
The official microblog of the Bilibili documentary also commented on the microblog involved that an internal investigation has been launched, and once the problem is found to be true, the relevant personnel will be seriously dealt with.
2022 Fortune Global 500 List: China's listed companies accounted for 31% of the total revenue of the listed companies, surpassing the United States for the first time
On August 3, the Fortune Plus APP released the latest Fortune Global 500 list in sync with the world. In 2021, the shadow of COVID-19 still hangs over the world, but the world economy is struggling to restart in the midst of the epidemic. But the combined revenues of the Fortune Global 500 companies this year were about $37.8 trillion, up 19.2 percent from the previous year (the biggest increase the list has ever seen) and two-fifths of global GDP that year, close to the combined GDP of China and the United States. The threshold for entry into the rankings (minimum sales revenue) also jumped from $24 billion to $28.6 billion. Meanwhile, the net profit of all the companies on the list this year is about $3.1 trillion, up 88 percent year-on-year and the biggest increase since 2004. China's listed companies accounted for 31% of the total revenue of the 500 listed companies, surpassing the United States for the first time. U.S. companies on the list account for 30% of the total revenue of the companies on the list. In the top five of the list, three companies are from China, namely state grid, petroChina, and Sinopec.
The chairman of Moutai said that Moutai had stored many trillions of yuan worth of liquor
According to China Economic Weekly, Ding Xiongjun, chairman of Guizhou Moutai Group, revealed at the opening ceremony of the 2022 Yabuli China Entrepreneur Forum Tianjin Summit that for more than 70 years, Moutai has stored hundreds of thousands of tons of base wine in the wine warehouse, which is many trillions according to the current market value. In addition, Ding Xiongjun also said that Moutai ice cream is now in short supply, and there are three technological innovations. "When everyone eats Moutai ice cream, it is smooth and smooth, and this product looks like an ice cream, but it is actually the result of technological innovation and business model innovation."
Weibo responds to the cause of the downtime
According to the @ Weibo customer service message, from 22:06 on August 2, due to the failure of the automatic expansion system, the broadband capacity of the computer room in Beijing Yongfeng and other places exceeded the limit, affecting the access of mobile users in some provinces, during which PC users can use normally, and by 22:36, the service began to be restored one after another. On the evening of August 2, some netizens reported that Weibo had a access failure, and the page prompted "Loading failed, please try again".
Starbucks: Fiscal Third Quarter Net Income Rose 9% to $8.2 Billion
On August 2, local time, Starbucks released its third quarter performance report for fiscal 2022, and its consolidated net income increased by 9% to $8.2 billion. Global comparable store sales increased by 3%, of which North American comparable store sales increased by 9%; China comparable store sales fell 44%.
Ideal Auto applied for the trademark of Li Xiang Travel
According to the Tianyancha App, recently, Beijing Chehejia Information Technology Co., Ltd., an affiliate of Ideal Automobile, applied for the registration of a number of "Li Xiang Travel" trademarks, and the international classification involved advertising sales, means of transport, transportation and storage, etc., and the current trademark status is mostly awaiting substantive examination. In addition, the company has also recently applied for a number of trademarks such as "Ideal Assistant" and "Ideal Overcharge", and the international classification includes education and entertainment, financial property management, etc.
Editor-in-charge: Wang Lulu