A selection of financial news
Social Security Fund last year's investment return rate of 15.84%
National Council of Social Security Funds released the annual report of the Social Security Fund for the year 2020, showing that, in 2020, the Social Security Fund's investment return amounted to 378.660 billion yuan, investment return rate of 15.84%, much higher than the social security fund since its inception of the average annual investment return rate of 8.51%, but also higher than last year's rise of 13.87% of the SSE index. The relevant person in charge of the Social Security Foundation said that the Social Security Fund adhere to the long-term investment, value investment and responsible investment concept, in accordance with the prudent investment, safety first, risk control, improve the return of the policy of investment operation and management, to ensure that the fund security and value-added.
More than 1,000 domestic and foreign enterprises online and offline exhibitors in the fifth China-Arab States Expo
Xinhua News Agency reporter learned from the relevant press conference held on the 18th, the fifth China-Arab States Expo exhibition and display activities make full use of the digitalization of meetings and exhibitions, online and offline exhibitions attracted, including the World 500 enterprises and China's top 500 enterprises, including more than a thousand enterprises registered exhibitors. It is understood that the current China-Arab States Expo relies on a new generation of information technology such as 5G, artificial intelligence, big data, cloud computing and other information technology to build a cloud pavilion, cloud shopping mall, to carry out the cloud negotiation, cloud signing, to attract enterprises to exhibit online, the audience online exhibition, to truly realize the digital empowerment, dual-line integration.
The world's largest asset manager suggests that investors add to their positions in China: two to three times or more
Just as the Western media is trying to find ways to take advantage of the recent events such as "DDT downgrade" and "out-of-school training institutions have been overhauled," it's time to take a look at the latest developments.
Central bank and other six departments jointly issued "on the promotion of corporate credit bond market reform and opening up of high-quality development of the guiding opinions"
Central bank and other six departments jointly issued "on the promotion of corporate credit bond market reform and opening up of high-quality development of the guiding opinions". The Opinions emphasize the need to continue to strengthen the legal basis of corporate credit bonds, and promote the study and formulation of regulations on the management of corporate bonds. In accordance with the principle of classification convergence, promote the gradual harmonization of rules and standards for issuance, trading, information disclosure and investor protection in the corporate credit bond market. Bond issuance shall be consistent with national macroeconomic development and industrial policies. Prohibit structured bond issuance. Adhere to the principle of "seller's responsibility, buyer's responsibility" and guide investors to improve their risk-recognition ability. The government is also exploring a system of class action lawsuits and settlements between the parties involved.
Shanghai Municipal Commission of Economy and Information Technology: "14th Five-Year Plan" period Lingang new area to account for more than 1/3 of Shanghai's manufacturing increment
Shanghai Municipal Commission of Economy and Information Technology chief engineer Zhang Hongtao said on August 18 in the Shanghai Municipal Government news conference. said, the next stage, the Shanghai Municipal Commission of Economy and Information Technology will work with the Lingang new area management committee and relevant departments to support the Lingang new area to better play "three independent" advantage, accelerate the construction of open innovation industry system, to create a strategic growth pole of Shanghai's industrial development, "14th Five-Year Plan" to account for the increase in Shanghai's manufacturing industry.
(Investment Advisor: Lin Xu Rui, Practice Certificate No. S0260615100004)
Two, the market hot spot focus
Market Review:The stock index shrinkage shock rebound, brokerage plate led the two cities set up a wave of stops
Wednesday A shares of the major indices of the collective shock rebound, as of the close of trading, in which the Shanghai index rose 1.11%, closing at 3485.29 points; SZSE index rose 0.72%, closing at 14454.11 points; GEM index rose 0.75%, closing at 3248.37 points. The two cities turnover close to 1.2 trillion yuan, volume has shrunk, the day the northward funds net buying 3.433 billion yuan. Plate observation: brokerage, aviation, semiconductor and other sectors rose; food and beverage, home furnishings, components and other top losers. Most of the industry sectors rose, brokerage plate led the two cities set off a wave of stops, given the current macro fundamentals remain stable, liquidity is also expected to remain relatively loose, the short-term market to maintain the probability of shock finishing, the follow-up is still expected to maintain the structural market. Operation is recommended to flexibly control positions and rhythms, not aggressive chasing high, reasonably low attention to the brokerage, chemical, engineering machinery, new energy and so on. The stock market is risky, investment needs to be cautious.
(Investment Adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
Macro Viewpoint: South Korea's new energy vehicle domestic sales in July, exports for the seventh consecutive month to maintain the momentum of growth
Events: South Korea's Ministry of Industry, Trade and Resources on the 18th release of a data show that By the automotive semiconductor supply shortages, the number of start-up days to reduce the new crown epidemic and other factors, in July, South Korea's automobile production, domestic sales, exports decreased by 13.9%, 9.6%, 2.9% year-on-year. But total exports rose 12.3 percent year-on-year, the most ever in the same month.
Source: Interface News
Comment: Look at the new energy vehicles, domestic sales increased 65.7% year-on-year, 29,821,000 units, exports increased 27.4% year-on-year, 34,571,000 units, are seven consecutive months to maintain the momentum of the increase in the data from the data to see that the global new energy automobile production and sales of the whole can be considerable short-term retracement of the relevant leading companies in the industry is still worthy of attention in the medium and long term.
(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)
Construction industry: the policy opens up trillions of space for pumped storage, hydropower construction is expected to grow significantly
Events: Recently, the National Energy Board Comprehensive Division issued a relevant document, put forward to 2035 China's pumped storage space, the construction of hydropower is expected to grow significantly
Event: recently the National Energy Board Comprehensive Division issued a relevant document, put forward to 2035 China's pumped storage installed capacity will increase to 300GW, the investment scale of about 1.8 trillion yuan, more than the market expected.
Source: China Merchants Securities research report
Comments: pumped storage is the most mature, the highest efficiency of the energy storage technology, and energy storage is the development of a new type of power system is essential to the link is expected to accelerate the progress of the construction in this area, hydropower construction is expected to accelerate the development of leading companies will be the first to benefit from the proposal can focus on.
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
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