Times change, but it adds imagination to the market!
The Taiwan Strait is still the focus of the moment. Just now, according to the Taiwan media report quoted by the Global Network, according to the official website of Taoyuan International Airport, a total of 40 flights departing and arriving at Taoyuan Airport will be cancelled tomorrow (4th).
Ma Xiaoguang, spokesman for the Taiwan Affairs Office of the State Council, said on August 3 that we are telling Tsai Ing-wen and the DPP authorities to collude with external forces to carry out "independence" provocations in order to pursue the selfish interests of oneself and one party, which will only accelerate its own demise and push Taiwan into the abyss of disaster.
A spokesman for the Ministry of Commerce said on the 3rd that according to 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.
The General Administration of Customs said that in order to prevent risks, in accordance with the relevant laws and regulations and standards of the mainland, it was decided to suspend the import of citrus fruits, chilled white-banded fish and frozen horse mackerel from Taiwan to the mainland from August 3, 2022.
At the same time, many governments issued statements condemning Pelosi's visit to Taiwan. It also reiterated its support for the one-China principle.
It is worth mentioning the stock market today. Although the situation is tense, the stock market has performed remarkablely, and the structure can be said to be very outstanding, with huge gains in the military, semiconductor, xinchuang and rare earths. This may also be the future interpretation direction under the background of tense times.
Flight cancellations at Taoyuan Airport
According to the Global Network, according to the official website of Taoyuan International Airport, a total of 40 flights departing and arriving at Taoyuan Airport will be cancelled tomorrow (4th).
According to the report, according to the flight information statistics on the official website of Taoyuan Airport Company, 28 international flights arriving at Taoyuan tomorrow were cancelled, and 12 international flights departing from Taoyuan Airport were cancelled, for a total of 40 flights. Taiwan's "Ministry of Communications" today convened the "Airport Bureau" and the "Civil Aviation Administration" to discuss countermeasures, but the airlines are reluctant to express their opinions on this.
Chinese people's liberation army announced that it will conduct important military exercises in various sea areas and airspace from 12:00 on August 4 to 12:00 on August 7, and organize live-fire fire, during which relevant ships and aircraft should not enter the relevant sea areas and airspace.
The WeChat public account of the Eastern Theater released in the early morning of 3 August: Beginning on the evening of August 2, the Eastern Theater has successively carried out a series of joint military operations around Taiwan Island, conducted joint naval and air exercises in the airspace of the northern, southwestern, and southeastern seas of Taiwan Island, conducted long-range live fire in the Taiwan Strait, and organized test firing of regular guided fire in the eastern waters of Taiwan Island.
The Taiwan Affairs Office of the State Council is telling Tsai Ing-wen
Ma Xiaoguang, spokesman for the Taiwan Affairs Office of the State Council, said on August 3 that Tsai Ing-wen and the DPP authorities have stubbornly adhered to the "Taiwan independence" stance for a long time, refused to recognize the "1992 Consensus," openly propagated the "two-state theory," wantonly attacked "one country, two systems," carried out "de-Sinicization" in an all-round way on the island, and manipulated "de jure Taiwan independence." Deliberately creating cross-strait confrontation, kidnapping the will of the people in Taiwan, inciting social populism, and vigorously suppressing the just forces and rational voices on the island that advocate the peaceful development and peaceful reunification of cross-strait relations; Colluding with external anti-China forces, engaging in "Taiwan independence" separatist activities in the international arena, disregarding peace in the Taiwan Strait and the safety of the Taiwan people, insisting on pushing Pelosi to channel Taiwan, relying on foreign countries to provoke the mainland, standing on the opposite side of the Chinese nation, seriously undermining the peaceful development of cross-strait relations, seriously endangering peace and stability in the Taiwan Strait, and seriously harming the common interests of compatriots on both sides of the strait and the fundamental interests of the Chinese nation.
We are warning Tsai Ing-wen and the DPP authorities that colluding with external forces to carry out "independence" provocations in order to pursue the selfish interests of one party and one party will only accelerate its own demise and push Taiwan into the abyss of disaster. History has proved, and will continue to prove, that it is absolutely impossible to succeed in engaging in "Taiwan independence" and separatism, and that betraying the interests of the state and the nation is bound to be a complete failure. No one and no force should underestimate the strong determination, firm will and strong ability of the Chinese people to defend national sovereignty and territorial integrity!
The two ministries have struck one after another
The Ministry of Commerce and the General Administration of Customs have made successive moves.
A spokesman for the Ministry of Commerce said on the 3rd that according to 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.
According to Zhejiang Daily, Zheng Youping, a professor at Taipei University, said in an interview that the import trend of natural sand obtained by Taiwan from the mainland is like this: in 2002, there were more than 8 million tons, in 2003 there were more than 15 million tons, and by 2006 it had soared to more than 31 million tons. Zheng Youping introduced that according to statistics, Taiwan's normal annual demand for sand and gravel is 66 million square meters, about 90 million tons, of which one-third comes from river sand mining, one-third from the island's inland sand and underground stone mining, and the remaining one-third is imported from the mainland. If Taiwan completely stops importing natural sand from the mainland, it will reduce by nearly 10 million tons a year.
The General Administration of Customs said that in order to prevent risks, in accordance with the relevant laws and regulations and standards of the mainland, it was decided to suspend the import of citrus fruits, chilled white-banded fish and frozen horse mackerel from Taiwan to the mainland from August 3, 2022. At the same time, since the 3rd, the customs have suspended the acceptance of citrus fruits, chilled white-striped fish and frozen horse mackerel declarations in Taiwan, and promptly notified the relevant enterprises in their jurisdictions of the above situation.
The Eastern Theater conducted a joint exercise in the sea and airspace around Taiwan Island
According to the officials of the Eastern Theater, on August 3, the Eastern Theater of the Chinese People's Liberation Army organized a joint exercise in the sea and airspace around Taiwan Island.
This morning, the Air Force of the Eastern Theater dispatched early warning aircraft, fighters, bombers, and other advanced fighters of various types to carry out early warning command, interference and suppression, and force advance pressure from multiple airfields to carry out tasks from multiple airfields to carry out combat take-offs and multi-airspace operations. The Navy of the Eastern Theater conducted targeted exercises in the waters around Taiwan Island on joint sealing and control and joint land-to-sea strikes.
The Navy's mission ships have arrived in the predetermined waters east of Taiwan Island as ordered, completed the maritime vigilance and sealing and control arrangements, and are jointly carrying out training in such subjects as sea blockade and air interception with air forces, so as to give full play to the actual combat capability of sea and air coordination and integrated sealing and control.
It has been learned that this morning, the Eastern Theater has focused on organizing high-intensity sea and air pressure on Taiwan Island in multiple directions, and multi-directional advances on the sea, reconnaissance and early warning around Taiwan Island at all times, and testing the joint combat capability of the troops.
Many countries condemn Pelosi
According to CCTV News, on August 2, U.S. Congressional Speaker Pelosi visited Taiwan in spite of China's strong opposition and solemn representations. The governments of many countries issued statements strongly condemning this and reiterating their support for the one-China principle.
The Russian Foreign Ministry issued a statement on August 2 local time saying that Russia regards Pelosi's visit to Taiwan as a blatant provocation. The Taiwan issue is purely China's internal affair, and China has the right to take necessary measures on the Taiwan issue to safeguard national sovereignty and territorial integrity. The Russian Foreign Ministry said that Russia's principled position is consistent, that is, there is only one China in the world, Taiwan is an inalienable part of China's territory, and the Government of the People's Republic of China is the only legitimate government representing the whole of China. Russian Presidential Press Secretary Peskov also told the media that Russia maintains unity with China on the Taiwan issue. The Russian side respects China's sovereignty and territorial integrity.
Similar statements were made by Iran, Syria, Palestine, Nicaragua and others.
A-share structure shines brightly
Yesterday, when talking about the adjustment of A-shares, the Chinese reporter of the securities company believed that it was only temporary. Today, the A-share market has indeed shined in structure. Let's first look at the performance of the sector, the performance of the military industry, science and technology (including semiconductors, xinchuang, Internet, etc.) is very prominent.
Another strategic sector is also quite prominent, that is, rare earths.
Very instructive is the performance of the RMB exchange rate. Against the backdrop of a weak dollar index, the offshore renminbi rose sharply, rising more than 200 points at one point today.
From the current situation, the market is mainly dominated by two factors, one is sentiment, and the other is the price of funds. Today, the dominance of the price of funds is stronger, and the interest rate of the 10-year Treasury bond has fallen to more than 2.75%, which is very conducive to the deduction of growth stocks. But emotions still have a pulling effect in it, so the market's increase is not too obvious. The structural performance is exceptional, which is also related to the price of funds and expectations. The interpretation of the follow-up situation expected by the market may be conducive to the valuation extension of the military, semiconductor and rare earth sectors.
However, it is not advisable to expect a prolonged period of tension, but instead to pay more attention to economic data, caixin PMI service industry is doing well, which may make the policy observation period longer.
Editor-in-charge: Tactical Constant
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