Abstract:
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National Convention: Decided to further extend the period of deferred tax payment for manufacturing industry to help enterprises bail out;
National Regular meeting: Decided to approve the nuclear power projects of Zhangzhou Phase II in Fujian and Lianjiang Phase I in Guangdong; Ministry of Housing and Urban-Rural Development: Support cities in need to promote the construction and delivery of residential projects that have been sold overdue and difficult to deliver; Ministry of Industry and Information Technology: Drive home appliance consumption with high-quality supply;
Suzhou adjusts the policy for foreigners to purchase their first home in the urban area;
Chengdu: From 12:00 on September 15th, many areas gradually resume normal production and life order;
Hong Kong Stock Exchange considers lowering the threshold for listing large technology companies;
more A major state-owned bank has lowered the interest rate of personal deposits since September 15; the three major indexes of
US stock closed up, and Chinese concept stock AMTD Digital Technology rose by more than 300%. On September 14, local time, the three major U.S. stock indexes closed up collectively. The Dow rose 0.1%, the S&P 500 rose 0.34%, and the Nasdaq rose 0.74%. Most of the large technology stocks rose, Tesla rose 3.59%, Amazon rose 1.36%, Apple and TSMC rose about 1%. Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index up 0.12%. NetEase fell more than 2%, Alibaba , Jingdong fell slightly, Pinduoduo rose 3.02%, and AMTD Digital rose 311.78%. International oil prices rose, led by the energy sector, ConocoPhillips rose 4.79%, Occidental Petroleum, Exxon Mobil, Chevron rose more than 2%, and Shell rose 1.96%.
All three major European indices were down. As of the close, the British FTSE 100 index fell 1.47%, the French CAC40 index fell 0.37%, and the German DAX30 index fell 1.22%.
Hotspots focus
1, National regular meeting: Decided to further extend the period of tax deferred payment of manufacturing industry to help enterprises with relief
Li Keqiang presided over the executive meeting of the State Council and decided to further extend the period of deferred tax payment of manufacturing industry to help enterprises in relief.
2. National regular meeting: decision to approve the Fujian Zhangzhou Phase II and Guangdong Lianjiang Phase I nuclear power projects. Li Keqiang chaired an executive meeting of the State Council and decided to approve the Fujian Zhangzhou Phase II and Guangdong Lianjiang Phase I nuclear power projects, requiring absolute safety.
3. Several large state-owned banks have lowered their personal deposit interest rates since September 15. Following the asymmetrical reduction of the Loan Quote Rate (LPR) in August, the deposit interest rate has also ushered in an adjustment. On September 14, a reporter from Securities Times confirmed from multiple sources that many large state-owned banks have adjusted the interest rate of personal deposits again since September 15, and the interest rates of various varieties, including demand deposits and fixed deposits, have been fine-tuned to varying degrees. . Among them, the interest rate of three-year time deposits and large-denomination certificates of deposit was reduced by 15 basis points.
employees from a number of state-owned banks in Beijing, Shanghai and other places confirmed the above information to reporters. The personal deposit rate cut was in line with expectations. The LPR quotation results announced on August 22 showed that the one-year LPR was cut by 5 basis points, and the 5-year and above LPR was cut by 15 basis points. At that time, many analysts believed that with the reduction of LPR, the deposit rate was also expected to be lowered again.
3. Two departments: Small, medium and micro enterprises in the manufacturing industry continue to defer payment of some taxes and fees
The State Administration of Taxation and the Ministry of Finance have issued an announcement on matters related to the continued deferment of payment of some taxes and fees by micro, small and medium-sized manufacturing enterprises. From September 1, 2022, in accordance with the Announcement of the State Administration of Taxation and the Ministry of Finance on Continuing the Implementation of the Announcement of the Relevant Matters Concerning the Continuation of the Implementation of the Deferred Payment of Some Taxes and Fees for Manufacturing Small, Medium and Micro Enterprises (No. 2 of 2022), the 50% tax payment delay has been enjoyed. For medium-sized manufacturing enterprises and small and micro-manufacturing enterprises that have deferred payment of 100% of taxes and fees, the deferral period for deferred payment of taxes and fees has been extended for another 4 months.
4, Ministry of Industry and Information Technology: Leading the consumption of household appliances with high-quality supply
According to the Wechat News of Industry and Information Technology, the Ministry of Industry and Information Technology held the seventh press conference on the theme of "Industry and Information Development in the New Era". He Yaqiong, director of the Consumer Goods Industry Department of the Ministry of Industry and Information Technology, said that in the next step, the Ministry of Industry and Information Technology will make efforts from both sides of supply and demand to lead the way with high-quality supply.Electric appliances consumption. One is to guide enterprises to actively develop green smart home appliances and other products. Promote new models such as personalized customization and flexible production to meet the diversified needs of consumers. The second is to promote the construction of the home appliance standard system, advocate the concept of green consumption, and promote the renewal and consumption of home appliances. The third is to cultivate a number of intelligent manufacturing demonstration factories in the field of home appliances, build a number of well-known brands, promote a number of high-quality enterprises and new products, and boost consumer confidence in home appliances.
5. Ministry of Housing and Urban-Rural Development: Support cities in need to promote the construction and delivery of residential projects that have been sold overdue and difficult to deliver. Wang Shengjun, the press spokesman and director of the Housing Reform and Development Department, said at the meeting that last month, together with the Ministry of Finance, the People's Bank of China and other relevant departments, special measures have been introduced to support policy banks in the form of special loans. Cities in need are promoting the construction and delivery of residential projects that have been sold overdue and difficult to deliver. Currently, special work is being carried out in an orderly manner.
6, Suzhou urban area adjusts the policy for foreigners to buy their first home
On September 14, I learned from Suzhou Housing and Urban-rural Development Bureau, Suzhou local intermediaries and some sales office staff that foreigners are in the sixth district of Suzhou (Wuzhong District). , Wujiang District, , , , , , , , , , , Gusu District, , , Xiangcheng District, high-tech zone, industrial park) do not need to issue social security certificate or personal income tax certificate for purchasing the first house, but only one set is purchased, and Xiangcheng District has cancelled it since 2018 Implemented the requirement of 600 points to buy a house. Relevant people emphasized that this move is only to optimize the policy for foreigners to buy their first home, and to cancel the relevant constraints, not to cancel the purchase restrictions.
7, Luoyang introduced the new policy of commercial housing deed tax subsidy can be subsidized by 20% of the total deed tax if the scope of application is met subsidy. From January 1, 2014 to December 31, 2022, purchase new commercial housing in the urban area of Luoyang (excluding Mengjin District, Yanshi District, the same below) (subject to the signing date of the housing purchase contract. Excluding second-hand houses), home buyers who have obtained an online contract from the housing management department but have not yet paid the deed tax; and paid the deed tax from September 20 to December 31, 2022 (the specific time will be filled in with the deed tax payment certificate ). shall prevail), it can be identified as the object that meets the scope of application this time. For those who meet the scope of application, after verification, they will be subsidized according to the proportion of 20% of the total deed tax paid.
8, Chengdu: From 12:00 on September 15th, many regions gradually resumed normal production and life order
On the evening of September 14th, according to the Chengdu New Crown Epidemic Prevention and Control Headquarters, the current city-wide epidemic prevention and control has achieved phased results. Generally controllable and stable. After comprehensive research and judgment, it is determined that there are no new social cases in Jinjiang District and Shuangliu District, Chengdu High-tech Zone (Chufangcao Street), Qingyang District (Chaocaoshi Street, Supo Street), Jinniu District (except Fuqin Street), Wuhou District (except Slime Street, Yulin Street, Hongpailou Street, Huaxing Street), Chenghua District, (except Shuangqiaozi Street, Mengzhuiwan Street, Erxianqiao Street, Fuqing Road Street) , Wannianchang Street, Shuangshui Nian Street, Tedenghe Street, Qinglong Street, Bailianchi Street), from 12:00 on September 15, 2022, the normal production and living order will be gradually restored in an orderly manner, and the city's prevention and control measures will be made. Adjust accordingly.
9, the Hong Kong Stock Exchange is considering lowering the listing threshold for large technology companies
It is reported that the Hong Kong Stock Exchange is considering lowering the listing threshold for large technology companies. The reporter learned from the Hong Kong Stock Exchange for the first time that it is currently studying to add a new listing to the listing rules. Chapters to meet the IPO financing needs of large technology companies that are still in the early stages of product commercialization. The HKEx will continue to advance various measures to ensure that the market and listing system are sufficiently attractive and internationally competitive, and continue to improve supervision.
Theme Opportunities
1, Perovskite tandem solar cells have a new high conversion rate, and commercial applications are expected to be accelerated again
According to reports, recently, the team of Liu Zhengxin, a researcher at the Key Laboratory of Microsystem Technology, Shanghai Institute of Microsystems and Information Technology, Chinese Academy of Sciences, jointly University of Electronic Science and Technology zProfessor 4z Liu Mingzhen team developed a perovskite/silicon heterojunction SHJ tandem solar cell with a conversion efficiency close to 29%, which has become the highest efficiency of based on an industrialized full-suede SHJ solar cell so far. It is estimated in the industry that in the future, the conversion efficiency of devices using perovskite solar cells using new materials can reach up to about 50%, which is about twice the conversion efficiency of currently commercialized solar cells. With the continuous improvement of the conversion rate, the perovskite photovoltaic cell is expected to accelerate to usher in large-scale commercial applications. Some experts predict that around 2025, the perovskite photovoltaic is likely to achieve gigawatt-scale mass production. You can pay attention to Xizi Clean Energy, Zhonglai Co., Ltd. , etc.
2, industry leaders significantly expand production Focus on silicon carbide industry chain investment opportunities
Recently, leading companies in the silicon carbide (SiC) industry, such as Wolfspeed and ON Semiconductor, have disclosed their latest production expansion plans. Among them, Wolfspeed announced that it will build the world's largest silicon carbide material factory, aiming to increase the company's production capacity of silicon carbide materials in , North Carolina, by more than 10 times; ON Semiconductor plans to expand the production capacity of silicon carbide substrates by 4 times this year. , its new plant for the production of silicon carbide devices was inaugurated in August, and the plant will increase ON Semiconductor's SiC wafer production capacity by 5 times year-on-year by the end of 2022. For the expansion of production, the two companies said that the downstream demand for silicon carbide is strong, and it is expected that the supply of production capacity will continue. Driven by downstream boom applications such as new energy vehicles, photovoltaics, and rail transit, the global silicon carbide power device market has continued to expand. At present, the domestic SiC modules are progressing smoothly, including BYD, Geely , Aian and other mass-produced models have been equipped with the main drive inverter module provided by domestic SiC module suppliers, the domestic SiC industry chain Listed companies are expected to benefit fully and can pay attention to Tianyue Advanced and Tony Electronics.
3. Green buildings are frequently supported by policies. The industrial chain is looking forward to strong growth. Li Rusheng, chief engineer of the Ministry of Housing and Urban-Rural Development, said on the 14th that the construction sector is an important area of energy consumption and carbon emissions in my country. To achieve the goal of carbon neutrality, increase the promotion of building energy conservation, green building and green construction, and accelerate the green and low-carbon transformation and development of urban and rural construction. The previously released "Pollution Reduction and Carbon Reduction Synergy and Efficiency Implementation Plan" proposed that multiple measures should be taken to increase the proportion of green buildings, promote the large-scale development of ultra-low energy consumption buildings, steadily develop prefabricated buildings, promote the use of green building materials, and vigorously develop photovoltaic building integration. application, and carry out a pilot project for the integration of optical storage, direct and flexible. China Merchants Securities Yue Hengyu said that ultra-low energy consumption buildings and building photovoltaics have been mentioned many times in the "14th Five-Year Plan" and are expected to usher in strong growth. expected. You can pay attention to Sente , Seiko Steel Structure , etc.
Company news
1, Guiguang Network : No situation related to the backdoor and restructuring of wine companies
Guiguang Network (600996) disclosed an announcement on abnormal fluctuations in stock trading on the evening of September 14, the company is not involved in "backdoor and restructuring of wine companies" In this case, the market rumors about the company's "backdoor and restructuring of wine companies" are not true.
2, Meierya : The rumors related to the backdoor of wine companies are not true.
Meierya (600107) issued a change announcement on the evening of September 14th. There is no plan to engage in wine-related business, and the relevant rumors about the company's "backdoor by wine companies" are not true.
3, Global Printing: The rumors related to the backdoor of wine companies are not true.
Global Printing (002799) issued a change announcement on the evening of September 14th. , the relevant rumors about the company's "backdoor by wine companies" are not true. In addition, Hong Kong Yuanshi, a shareholder holding 16.15% of the shares, plans to reduce its holdings of no more than 6% of the company's shares.
4, Zhongbai Group: There has been no progress in the application for duty-free commodity business qualifications in the past two years
Zhongbai Group (000759) issued an announcement on abnormal fluctuations in stock trading and risk warnings on the evening of September 14, the company's main business is still the retail of taxable commodities business, there will be no major changes in the short term. Regarding the application for the qualification to operate duty-free commodities, there are nearly twoThere is no progress in 2010, and there is a major uncertainty about whether the company can finally obtain the qualification. Regarding the company's sales of "One Belt, One Road" imported goods, pre-made vegetables and degradable products, the operating income of the above business accounts for a small proportion of the company's total operating income and will not have a significant impact on operating performance.
5, Feilong Co., Ltd.: received the SAIC Group fixed-point notice
Feilong Co., Ltd. (002536) announced on the evening of September 14 that the company received the SAIC Group's "fixed-point notice" and became a SAIC Group project expansion tank supplier , and the sales revenue meets the disclosure standards for such products.
6, Jacques Technology : Signed a 2.066 billion yuan polyurethane thermal insulation sheet sales contract
Jacques Technology (002409) announced on the evening of September 14 that the company and its subsidiary company Siyang International have respectively cooperated with Hudong Zhonghua Shipbuilding (Group) Co., Ltd. signed a sales contract for liquefied natural gas-enhanced polyurethane thermal insulation board, and the contract transaction price was 2.066 billion yuan.
7, Dongfang Electric Heating: signed a framework cooperation agreement with Dongshan Precision
Dongfang Electric Heating (300217) announced on the evening of September 14 that the company and its wholly-owned subsidiary, Dongfang Jiutian, recently signed a framework cooperation agreement with Dongshan Precision. The two parties will carry out long-term framework cooperation in the field of product development and technical cooperation, product supply, supply chain joint development and equity cooperation in the field of lithium battery steel shell pre-nickel-plated steel basebands, and jointly promote lithium battery steel shells and pre-nickel-plated steel basebands Industrial Development. During the validity period of the agreement, Dongshan Precision promises to purchase from the company a total amount of not less than 50,000 tons of pre-nickel-plated steel base strips for lithium battery steel shells. According to the current market price, the contract value of 50,000 tons of pre-nickel-plated steel base strips is about 1.1 billion yuan.
8, Luoyang Glass : It plans to acquire 100% equity of TG Fujian for 422 million yuan.
Luoyang Glass (600876) announced on the evening of September 14 that it intends to purchase TG Fujian Photovoltaic Glass held by TG Donghai Glass Co., Ltd. in cash. Co., Ltd. is 100% equity, and the transfer benchmark price is 422 million yuan. In addition, the solar photovoltaic cell packaging material project of CNBM (Luoyang) New Energy Co., Ltd., a wholly-owned subsidiary, officially started construction. The first phase of the project plans to build two 1200T/D solar photovoltaic cell packaging material substrate production lines and supporting deep processing production lines. After the project is completed and put into production, it can produce 137 million square meters of high-transparency solar photovoltaic cell packaging materials per year.
9, Livzon Group: Plans to repurchase shares between 400 million and 800 million yuan
Livzon Group (000513) announced on the evening of September 14 that it plans to repurchase shares with 400 million to 800 million yuan, and the repurchase price does not exceed 40 million yuan Yuan/share. All repurchased shares are used for cancellation, reducing the company's registered capital.
Economic Calendar
Editor in charge: Peng Bo
Proofreading: Tao Qian
