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September manufacturing PMI returns to the expansion range
Ministry of Finance: For residents who sell their own housing and buy a house within 1 year, the sales tax has been paid and the tax rebate will be given.
People's Bank of China : The first personal housing provident fund loan interest rate will be lowered from October 1.
The People's Bank of China has set up a special re-loan for equipment renovation and renovation: the interest rate is 1.75%, and the quota is over 200 billion yuan. The risk reserve ratio is adjusted to 20%. The state-owned economy continues to recover. my country's photovoltaic module production ranks first in the world for 15 consecutive years. Inflation in the euro zone hit a record high in September. The " Beixi-2" natural gas pipeline stopped leaking. Leaked 80,000 tons of methane gas The PMI was 50.6%, compared with the previous value of 52.6%.
• The Ministry of Finance and other three departments issued an announcement on increasing support for pre-tax deductions for technological innovation. New equipment and appliances purchased by high-tech enterprises from October 1, 2022 to December 31, 2022 are allowed to be one-off for the year. The full amount is deducted when calculating the taxable income , and a 100% super deduction is allowed before tax.
• The Ministry of Finance and the State Administration of Taxation issued an announcement on the personal income tax policy on supporting residents to buy houses. From October 1, 2022 to December 31, 2023, the sale of self-owned houses and within 1 year after the sale of the existing house Taxpayers who repurchase houses in the market will receive tax rebates for the personal income tax they have paid for selling their existing houses.
• The Monetary Policy Committee of the People's Bank of China recently held its regular meeting for the third quarter of 2022. The meeting pointed out that city-specific policies should be used to make full use of the policy toolbox to support rigid and improved housing needs, accelerate the use of special loans for "guaranteed housing delivery" and increase efforts as needed, and guide commercial banks to provide supporting financing support to promote The real estate market developed steadily and healthily.
• The People's Bank of China and other departments have issued the overall plan for the three pilot areas of inclusive financial reform, which will guide the governments of Shaanxi, Zhejiang and Sichuan to organize and implement them. It will help to explore an effective path for inclusive finance to serve rural revitalization, and is conducive to the formation of a regional financial reform pattern with dislocation development and distinctive features.
• The People's Bank of China and the China Banking and Insurance Regulatory Commission issued a notice on September 29, deciding to adjust the differentiated housing credit policy in stages. Qualified city governments can decide on their own to maintain, lower or cancel the lower limit of the local new first-home loan interest rate before the end of the year. The notice clarifies that, for cities where the sales prices of newly built commercial residential buildings have continuously decreased from June to August, the lower limit of the interest rate of commercial personal housing loans for the first set of housing will be gradually relaxed before the end of the year. The lower limit of the interest rate policy for commercial personal housing loans for two sets of housing shall be implemented in accordance with the current regulations.
• The People's Bank of China has decided to cut the loan interest rate of the first personal housing provident fund by 0.15 percentage points from October 1, and the interest rates of less than 5 years (including 5 years) and more than 5 years will be adjusted to 2.6% and 3.1% respectively. The interest rate policy of the second set of personal housing provident fund loans remains unchanged, that is, the interest rates for less than 5 years (including 5 years) and more than 5 years are not lower than 3.025% and 3.575% respectively.
• The People's Bank of China has set up a special re-loan for equipment renovation, which specifically supports financial institutions to provide loans for the renovation and renovation of equipment in manufacturing, social services, small and medium-sized enterprises, and individual industrial and commercial households at an interest rate not higher than 3.2%. The special re-loan amount for equipment renovation and renovation is more than 200 billion yuan, the interest rate is 1.75%, the term is 1 year, and it can be extended twice, each time of which is 1 year.
•In order to stabilize foreign exchange market expectations and strengthen macro-prudential management , the People's Bank of China decided to increase the foreign exchange risk reserve ratio for forward foreign exchange sales business from 0 to 20% from September 28.
•The Ministry of Agriculture and Rural Affairs said that it is sure to achieve grain output of more than 1.3 trillion kilograms this yearThe goal. my country's grain structure has been continuously optimized, and the expansion of soybean oil crops has achieved remarkable results. The area of soybeans has increased by a large amount.
•The Ministry of Agriculture and Rural Affairs held a department coordination meeting on September 26 to study and deploy the work of stabilizing the production and supply of live pigs in the fourth quarter. The meeting emphasized that it is necessary to strengthen the study and judgment of the production situation of live pigs, and take effective and effective measures to ensure the stable supply of pork in the fourth quarter, especially during major holidays. The meeting called for further implementation of long-term support policies such as farming land, environmental protection and loans to stabilize farming expectations. We will do a good job in the prevention and control of African swine fever without slackening, and implement various comprehensive prevention and control measures to ensure that the epidemic situation is stable and does not rebound.
•The Ministry of Finance recently released data showing that in the first eight months of this year, the total operating income of , a state-owned and state-controlled enterprise in China, was 52,351.91 billion yuan, a year-on-year increase of 9.5%, and the state-owned economy continued to recover. Among them, the total operating income of central enterprises was 29433.61 billion yuan, a year-on-year increase of 10.5%; the total operating income of local state-owned enterprises was 22918.30 billion yuan, an increase of 8.2% year-on-year. Data show that in the first eight months of this year, the total profit of state-owned enterprises was 3,011.08 billion yuan, a year-on-year decrease of 1.5%. The taxes and fees payable by state-owned enterprises were 4,008.27 billion yuan, a year-on-year increase of 13.8%. As of the end of August, the asset-liability ratio of state-owned enterprises was 64.5 percent, up 0.2 percentage points. The asset-liability ratio of central enterprises was 67.2%, up 0.3 percentage points; the asset-liability ratio of local state-owned enterprises was 63.1%, up 0.1 percentage points.
•Recently, the State Power Investment Corporation Jingmen Green Energy Co., Ltd. successfully achieved 30% hydrogen doped combustion transformation and operation in the gas turbine, which is another major technological breakthrough after the successful realization of 15% hydrogen doped operation in December 2021. This is the first time that my country has implemented a high-proportion hydrogen-infused combustion transformation test and scientific research on a commercial heavy-duty gas turbine unit. This indicates that China has mastered a complete set of hydrogen mixing transformation project design plans for gas turbine power station, and has accumulated valuable experience for accelerating the development and operation of domestic independent hydrogen gas turbines.
•For 15 consecutive years, my country's PV module output ranks first in the world. In 2021, my country will provide more than 70% of photovoltaic modules for the global market. Since the beginning of this year, the export of domestic photovoltaic products has shown an explosive growth. Industry data shows that in the first eight months alone, the export volume and total export value of my country's photovoltaic products exceeded that of the whole year of 2021. According to National Energy Administration statistics, in the first half of this year, my country's photovoltaic module exports reached 78.6GW, a year-on-year increase of 74.3%, and the total export volume of photovoltaic products reached 25.9 billion US dollars, a year-on-year increase of 113%.
•Shanghai will implement the "Subsidy Policy for Promotion of Green Smart Home Appliances Consumption in Shanghai" from October 1st, which will provide certain subsidies to consumers for purchasing green smart home appliances, with a total subsidy fund of RMB 200 million.
•Data from China National Railway Group Co., Ltd. shows that on October 1, the national railways sent a total of 9.704 million passengers and 8,733 passenger trains. On October 2, the national railways are expected to send 6.4 million passengers and plan to run 8,308 passenger trains.
• Weilai delivered a total of 10,878 new cars in September. In the third quarter of 2022, Weilai delivered 31,607 new cars, a year-on-year increase of 29.3% and a record high. From January to September 2022, NIO delivered 82,434 new vehicles, a year-on-year increase of 24.2%. A total of 249,504 NIO new cars have been delivered.
•Nezha "U+V" delivered 18,005 units in September, a year-on-year increase of 134%; a total of 111,200 units were delivered from January to September, a year-on-year increase of 168%. The order of Nezha S exceeds 15,000 units.
• Geely Automobile 's high-end smart electric brand announced that in September, 001 delivered 8,276 vehicles, an increase of 15.5% month-on-month; 20,464 vehicles were delivered in the third quarter, a month-on-month increase of 90%; a total of 45,481 vehicles were delivered. In addition, the orders placed by Ji Krypton 001 since September 9 are expected to start delivery in 2023.
•According to the data of Lighthouse Professional Edition, as of 14:38 on October 2, the total box office (including screening and pre-sale) of new films on National Day in 2022 exceeded 5The total box office (including point screening and pre-sale) of " " continued to lead with 363 million.
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International News
•OECD downgraded its 2023 global growth forecast to 2.2% from 2.8% previously; lowered its 2023 US growth forecast to 0.5% from 1.2% previously; Euro zone economic growth forecast was revised down to 0.3% from 1.6% previously.
•Euro zone September CPI preliminary value recorded at 10% y/y, continuing a record high.
•EU Extraordinary meeting of energy ministers in Belgium on September 30 Brussels to reach a political agreement on emergency intervention to lower energy prices, but failed to agree on a cap on gas prices.
•OPEC and non-OPEC producers will be held on 5 October at Vienna Offline meeting. It is reported that the participating countries will discuss the issue of cutting oil production.
• The Bank of England said that it will carry out government bond purchases from September 28 to October 14, and postpone the sale of government bonds until October 31. The Monetary Policy Committee will not hesitate to adjust interest rates to bring inflation back to the 2% target sustainably in the medium term.
• Ministry of Finance announced on September 30, August 30-September 28 Foreign exchange intervention totaled 2.8382 trillion yen.
•The operator of Russia's Nord Stream 2 pipeline, which transports natural gas to Europe, said on October 1 that the pipeline had stopped leaking.
•Russia reportedly suspended deliveries to Italy Supply of natural gas. Italian energy giant Eni said on October 1 that Russia's Gazprom (Gazprom) has suspended the delivery of natural gas to Eni, citing the inability to transit Austria .
Eni published on its website The statement said that the supply of Russian natural gas at the Tarvisio terminal in Italy was zero on the 1st, and this situation is expected to continue until the 3rd.
Gazprom said in a statement later in the day that the above problems occurred in Austria at the end of September. In connection with the regulatory change, Gazprom transit through Austria has been suspended due to Austrian operators refusing to approve Russian transit applications or disagreeing with the volume of gas that Russia plans to transport via Austria. “Gazprom is working with Italian buyers to resolve this issue. ”
In addition, 15 EU member states including Italy, France, Poland, , etc. recently signed a joint signature, calling on the EU to set a price ceiling for imported natural gas. Due to differences within the EU, the special meeting of EU energy ministers held on September 30 failed to Agreed on the above proposal.
•North Stream leaked at least 80,000 tons of methane gas. On September 30, local time, the Norwegian Institute of Atmospheric Research stated that after the "North Stream" natural gas pipeline leaked, a large cloud of methane formed over the area and continued to spread. , diffusion, as of that day, at least 80,000 tons of methane gas has diffused into the ocean and atmosphere. The United Nations Environment Programme said on September 30 that this may be the most serious methane leak on record. Experts say that long-term Judging from the large amount of methane leaked from the "North Stream", it will have a catastrophic impact on the climate, or it will cause a serious ecological crisis in the Baltic Sea region. Officially approved the emergency measures to control energy prices previously proposed by the European Commission. The three main points of the measures are: electricity rationing, price caps, and the levy of windfall profits tax. Actively reduce electricity consumption by 10% during the 31st period, including a 5% reduction in electricity consumption during peak hours of electricity consumption. The specific electricity curtailment and electricity saving measures are determined by the member states themselves. Listed company announcement
•King Kong Glass : From October 10th, the company's securities abbreviation will be changed to "King Kong Photovoltaic".
•Dabeinong: Terminate the acquisition of the equity of 8 holding subsidiaries of Zhengbang Technology , and sue the counterparty to repay 500 million yuan of advance payment and interest, and assume corresponding liability for breach of contract.
•Silk Road Vision : Li Mengdi, the company's actual controller, chairman and president, plans to reduce his holdings of no more than 3% of the company's shares.
• Saiwei Intelligence: The actual controller and chairman Zhou Yong was investigated and detained on suspicion of bribery.
• Lingyizhi made : The company plans to issue Global Depository Receipts (Global Depository Receipts, "GDR") overseas and list them on London Stock Exchange .
•Yue Hydropower: The company won the bid for the project of "Four Bids for the Subsequent Optimization of the Connectivity of the Hanjiang Rongjiang River System", with a bid price of 1.075 billion yuan.
• Yongan Forestry : It is planned to raise no more than 300 million yuan for multiple biomass energy recycling projects, and the indirect controlling shareholder plans to subscribe in full.
•Minde Electronics: The Guangxin Microelectronics project is expected to be put into production before the Spring Festival this year.
•Longbai Group: The monthly production of titanium sponge exceeded 4,000 tons for the first time, a record high.
•Lanke High-tech: The products manufactured by Lanke were successfully put into use in Tanzania .
•Aonong Bio: The company's feed industry sold more than 320,000 tons in September, a record high.
•China Mobile: In the first half of 2022, China Mobile's 5G-related investment reached 58.7 billion yuan. Up to now, China Mobile has opened more than 1.1 million 5G base stations nationwide, accounting for more than 50% of the country's 5G base stations.
• Shanghai Electric : The company's generator factory received an order from TBEA Ximeng tuner. The company signed a cooperation agreement on the joint development of maglev high-speed motors with the 711 Institute.
·Aoya Co., Ltd.: Won the bid for the World Computing·Changsha Zhigu Project.
Integration sources: CCTV News , Xinhua Finance , Reference News, China News Network , China Science and Technology Network
Statement: All information content of Databao does not constitute investment advice, the stock market is risky, and investment should be cautious.
Responsible Editor: He Yu
Proofreading: Yao Yuan
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