Zaobao first takes you to see the global stock market hotspots in the past 24 hours.
In terms of US stocks, The three major US stock indexes opened lower and moved lower, collectively closed down, falling for two consecutive trading days. At present, the market is worried about Fed rate hike once again, and the focus of investors has turned to the annual meeting of global central banks held this week. As of the close, the Dow fell 1.91% to 33063 points; the Nasdaq fell 2.55% to 12381 points; the S&P 500 fell 2.14% to 4137 points.
Most large-scale technology stocks closed down, Apple fell 2.3%, Apple’s 10th generation iPad is expected to be launched in October, and the M2 chip iPad Pro will debut together. Microsoft fell 2.94%. Saudi Arabia took the lead in approving Microsoft Xbox's acquisition of game company Activision Blizzard . Google fell 2.58%. Google Cloud announced that it will shut down the core services of the Internet of Things on August 16 next year, ranking third among the three major cloud providers. Amazon fell 3.62%. Amazon participated in the bid for the healthcare service provider Signify, accelerating the deployment of medical services. Tesla fell 2.28%. Musk announced that the price of the full self-driving system would increase by 25%. Tesla’s Texas super factory produced 1,000 cars a week, reaching a new milestone. Meta fell 2.92%, and AMC theaters fell 41.95%, the biggest drop since June 2021. Most of the concept stocks in
closed up, and KWEB closed up 2.15%. Ali rose 0.45%. Softbank CFO responded to selling Ali: to appease investors and show that the financial situation is sound. Jingdong rose 1.13%, and the number of Jingdong PLUS members exceeded 30 million. Dada Group rose 4.48%. Pinduoduo rose 4.74%. It is rumored that Pinduoduo launched a cross-border e-commerce platform in the United States in September. Pinduoduo declined to comment. Ideal rose 3.04%, Weilai fell 0.52%, and Weilai ET7 set sail for Europe. Xiaopeng fell 1.13%. The largest pension fund in the United States California Public Employees Fund kept the positions of Weilai and Xiaopeng unchanged, and increased its holdings of Ideal Auto. Vipshop will rise 7.91%.
As for A shares, , on Monday, the "interest rate cut" stimulated the two markets to go higher. The Shanghai Stock Exchange Index closed up 0.6% to 3277 points throughout the day, the Shenzhen Component Index rose 1.19%, and the ChiNext Index rose 1.64%. Market sentiment and money-making effect improved, turnover remained above one trillion yuan, and the net purchase of northbound funds was 4.325 billion. The industry sector generally rose, the trend of new energy track stocks was divided, the performance of lithium battery stocks was outstanding, and Tianqi Lithium Industry’s daily limit; affected by Tongwei’s march into components, the performance of new energy power stocks led by photovoltaics was relatively weak; new energy vehicles The purchase tax policy was postponed for another year, and auto stocks were strong throughout the day; the concept of shipping continued to be strong recently; the coal and home furnishing sectors rose at the top, and tourism stocks rose in late trading, fluorine chemicals, fertilizers, glyphosate , titanium dioxide, etc. Conceptual performance is active.
As for Hong Kong stocks , On Monday, the unexpected interest rate cut did not support the market’s popularity. On the market, large-scale technology stocks rose and fell mixedly; recent strong consumer electronics stocks fell sharply, TCL Electronics fell more than 20% after the results, wind power stocks retreated sharply, Goldwind fell more than 14% after the results, gas stocks, home appliance stocks , paper stocks, mobile game stocks, and photovoltaic stocks generally fell. On the other hand, non-ferrous metals such as copper, aluminum, and gold bucked the trend and strengthened; "interest rate cuts" are good stimulus, and domestic real estate stocks and property management stocks have risen significantly; consumer coupons have been issued in many places across the country, and catering stocks and sporting goods stocks have strengthened.
In terms of the prices of major global assets, , international oil prices performed differently. The October Brent oil contract fell 0.03% to $96.69 a barrel. International precious metal futures generally closed down, COMEX gold futures fell 0.77% to $1749.4/oz, COMEX silver futures fell 0.96% to $18.885/oz. dollar refers toThe number remained high, closed at 108.97, the yield of US debt and the dollar both rose to suppress gold prices.
The latest Pythagorean big data public opinion index list is updated as follows:
The top three companies in the Hong Kong stock market public opinion index: China Zhuoyin, Country Garden Services, Yuexiu Real Estate; the top three companies in the A-share public opinion index: Jiang Chinese Medicine Industry , Haida shares, Otway.
What are the things worth paying attention to from last night to this morning? Let’s take a look together
1. The central bank: To maintain the stability of the total loan growth, we must ensure the reasonable financing needs of real estate.
Central bank governor Yi Gang hosted a symposium on some financial institutions. Strengthen macro thinking, give full play to the leading and supporting roles, and maintain the stability of total loan growth. need to increase loans to the real economy, further improve the work of credit support for small and micro enterprises, green development, and technological innovation, and need to ensure the reasonable financing needs of real estate. Among them are the following key points:
2. Hainan Province’s carbon peak implementation plan is released, and the sale of fuel vehicles will be completely banned in 2030. The installed capacity of wind power is about 2 million kilowatts, and the proportion of installed capacity of non-fossil energy power generation reaches 55%. By 2030, non-fossil energy resources will be fully developed and utilized, the proportion of installed power generation capacity will reach 75%, and a low-carbon energy ecosystem will begin to take shape; the sale of fuel vehicles will be completely banned on the island, and new energy vehicles will be newly added and replaced in the private vehicle sector Than up to 100%.
3. The interest rate cut exceeded expectations! The 5-year LPR was cut by 15 basis points The 1-year LPR was cut by 5 basis points
The Central Bank authorized the National Interbank Funding Center to announce that the quoted market interest rate (LPR) for 1-year loans in August was 3.65%, down 5 points from the previous period basis points; LPR over 5 years is 4.30%, down 15 basis points from the previous period. This month, the LPR once again experienced an asymmetric decline. Among them, the LPR with a period of more than 5 years fell by 15 basis points, which slightly exceeded market expectations.
4. "Why did you sell Alibaba so much"? Softbank's first response!
Softbank Group sells Alibaba stock to cash in USD 34.5 billion, shareholding falls below 15% and loses the right to nominate the board of directors. Its CFO Yoshimitsu Goto denied that "huge losses have strained the relationship between SoftBank and lenders", saying that the move was only to appease investors.
5. Saudi energy minister says oil price disconnect may force OPEC+ to cut production
Saudi energy minister says OPEC+ has the commitment, flexibility and means to respond to challenges and provide guidance, including cutting production in different forms at any time. The senior official believes that crude oil futures prices do not reflect the fundamentals of supply and demand, and the media said that such problems may require OPEC+ to decide to shrink production at its meeting next month.
6. Tesla’s software system has also increased in price, and the fully automatic driving system has risen to $15,000 in North America. , Tesla's fully automatic driving system (FSD) will increase the price by 25% in North America, from $12,000 to $15,000. This is the second time Tesla has raised the price of the system this year. With the acceleration of technology iterations, autonomous driving has gradually become the second revenue growth line for car companies. In addition, Musk said on Twitter on August 22 that the progress presentation of his brain-computer interface company Neuralink will be held on Halloween on October 31 this year.
7. "Front just" iPhone14! Huawei Mate50 official announcement release time On August 22, Huawei announced that Huawei Mate50 series mobile phones will be released on September 6th. This also means,After two years, Huawei Mate series flagship mobile phone released new products again. analysts believe that Apple iPhone 14 is expected to be released in September, and Huawei Mate 50 will compete head-on with iPhone 14.
8. Apple’s autumn conference is scheduled to be held on September 7th, and the first “exclamation mark screen” iPhone may usher in its first show
Integrating multiple foreign media reports, informed sources revealed that Apple’s has decided to hold it on Wednesday, September 7th local time (In the early hours of Thursday, September 8, Beijing time) the autumn conference will be held, at which time a series of new products such as the new i iPhone 14 mobile phone may be announced. According to media analysis, September 7th is two days after the American Labor Day (September 5th), and there was previous news that Apple had notified employees at the headquarters that they must return to work for three days in Apple Park that week. This means that Apple is very likely to hold an offline press conference in the park.
9. The July user data of the three major telecom operators was released
China Mobile The total number of mobile business customers in July was about 971 million, of which the number of 5G package customers was about 524 million. China Unicom In July, the cumulative number of "big connection" users reached about 814 million, of which the cumulative number of 5G package users reached about 190 million. China Telecom has 386.1 million mobile users, including 237.33 million 5G users.
10.The first interim report of a major state-owned bank "released" Postal Savings Bank Net profit in the first half of the year was 47.114 billion yuan
Postal Savings Bank released its semi-annual report. In the first half of the year, the net profit attributable to bank shareholders was 47.114 billion yuan, increased year-on-year 14.88%; operating income was 173.461 billion yuan, a year-on-year increase of 10.03%; net fee and commission income reached 17.88 billion yuan, a year-on-year increase of 56.44%.
11. Geely is coming? Response from Juneyao Airlines: No information is available for the time being
It is reported that JuneYao Group , the parent company of Juneyao Airlines, a listed company of , will enter the market to build cars, and will name the car brand as "Jexiang Automobile". In this regard, the person in charge of Juneyao Airlines said that there is no information to provide for the time being. However, Zhuhai Yucheng Investment Center, with JuneYao Group as its main shareholder, has bought a stake in new energy new force to build Yundu Automobile, and is actively deploying the new energy automobile industry.
12. "Yamao" Tongce Medical first half revenue growth stagnant net profit fell 15.73% year-on-year
Tongce Medical first-half operating income was 1.318 billion yuan, a year-on-year increase of 0.05%; net profit attributable to owners of the parent company was 2.96 100 million yuan, decreased by 15.73% year-on-year. During the reporting period, the existing hospitals under the company were affected by the epidemic, and the number of outpatient visits decreased by 5% year-on-year, and the operating income decreased by 6.8% year-on-year. Affected by the news of centralized procurement of dental implant consumables, Tongce Medical's stock price has continued to fall recently.
13. Increasing income but not increasing profits "Waterproof Mao" Oriental Yuhong's net profit in the first half of the year dropped 37% year-on-year
The financial report shows that in the first half of 2022, Oriental Yuhong's operating income was 15.307 billion yuan, a year-on-year increase of 7.6%. The net profit attributable to shareholders of listed companies was 966 million yuan, a year-on-year decrease of 37.1%. The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 890 million yuan, a year-on-year decrease of 38.5%. Gross profit margin was 26.91%, down 4.7% from the same period of last year. The basic earnings per share was 0.38 yuan, a year-on-year decrease of 40.6%.
14. Backed by BYD, Rongjie’s net profit in the first half of the year increased by more than 44 times
Rongjie’s semi-annual report disclosed that its net profit in the first half of the year was 576 million yuan, a year-on-year increase of 4443.99%. The Q1 net profit of Rongjie Co., Ltd. was 207 million yuan. Based on this calculation, the Q2 net profit was 325 million yuan, a growth of 57% from the previous quarter.
15. Huangshi Group: It is planned to invest 10 billion yuan in the construction of 20GW Topcon ultra-efficient solar cells and 2GW module projects
Huangshi Group announced that,The 45%-holding company, Huangshi Agricultural Solar Complementary (Guangxi) Technology Co., Ltd., intends to take the lead in establishing a new company within the jurisdiction of the Fuyang Economic and Technological Development Zone Management Committee as the main investor, investing in the construction of 20GW Topcon ultra-efficient solar energy in Fuyang Economic and Technological Development Zone, Anhui Province The battery and 2GW module project, the total project investment is about 10 billion yuan.
16. The first day of Infront’s second listing rose nearly 500%, and the market value exceeded 10 billion. Because the stock price was only 2.25 yuan before the suspension, Infront Micro was also dubbed "the cheapest chip stock" by some investors. The stock price closed up 488.44% on the first day, and the company's market value exceeded 10 billion. Although the market value of exceeded 10 billion on the first day of its resumption of listing, Infront Micro still faces 12 risks such as lawsuits from small and medium investors, impairment of goodwill, and shortage of funds.
1. The sword of Damocles hangs high! The exchange rate of the euro broke parity and continued to hit a new low in 20 years
On Monday night Beijing time, after more than a month, the exchange rate of the euro against the U.S. dollar fell below the parity again. %. Many investment banks believe that the decline is the beginning of a deeper decline in the euro.
2. Another East Asian currency collapsed! The won posted its biggest drop in over a month
The won posted its biggest drop in over a month as South Korea's trade deficit widened in the first 20 days of August, while fears of Fed aggressive interest rate hikes weighed on risk sentiment. The dollar rose as much as 1 percent against the Korean won to 1,339.05, its highest level since July 15.
3. European natural gas prices and German electricity prices both set records on Monday
On Monday (22nd), the energy tension in Europe further intensified. The benchmark natural gas futures price in the Netherlands rose in a straight line, increasing by nearly 20%, hitting a record high; while the price of base-load electricity delivered in Germany the next day rose by more than 23% on the same day, also setting a record. For the first time, German electricity futures prices for next year's delivery hit €700/MWh. The Bundesbank said that the possibility of a recession in Germany has increased and that inflation may exceed 10%.
4. There is no shortage of buyers for Russian oil under Western sanctions: Turkey’s imports have doubled this year
According to data released by financial data service provider Refinitiv Eikon on Monday, Turkey’s oil imports from Russia have doubled so far this year. Faced with the increasing sanctions imposed by the West on Russia, Turkey has not blindly followed suit. Turkey and Russia will also carry out more extensive cooperation in business, especially in energy trade. So far this year, Turkey has imported more than 200,000 bpd of crude oil from Russia, including Urals and Siberian Light, compared with just 98,000 bpd in the same period in 2021, according to Refinitiv data.
5. Ukraine is expected to export 4 million tons of grain in August, reaching nearly 70% of the level before the Russia-Ukraine conflict
On Monday (August 22) local time, Denis Marchuk, vice chairman of the Ukrainian Agricultural Council, said that thanks to the agreement reached last month According to the grain transportation agreement, Ukraine's agricultural exports in August are expected to increase to about 4 million tons from 3 million tons in July. Although Ukrainian grain shipments have begun to resume, the country's agricultural exports are still lower than before the conflict, when Ukraine exported as much as 6 million tons of grain per month.
1. Guangdong Statistics Bureau: From January to July, the sales area of commercial housing in Guangdong Province decreased by 25.7% year-on-year
According to the website of the Guangdong Provincial Bureau of Statistics, from January to July, Guangdong’s real estate development investment was 0.87 trillion yuan, a year-on-year decrease of 10.3%. Among them, commercial housing investment fell by 10.1%. In terms of regions, investment in real estate development in the core area of the Pearl River Delta fell by 6.6%, in the coastal economic belt by 21.9%, and in the northern ecological development area by 33.2%. From January to July, the sales area of commercial housing in the province decreased by 25.7% year-on-year.
2. In July, my country’s lithium carbonate import volume rose by 108% year-on-year, and the average price rose by 878% year-on-year
China’s customs data shows that in July 2022, my country’s lithium carbonate import volume was 9369 tons, month-on-month fell 67%, year-on-year increaseUp 108%; the average import price of was US$62,498/ton, a decrease of 3% month-on-month and an increase of 878% year-on-year. is split by importing country. In July 2022, the import of lithium carbonate from Argentina will drop by 6% month-on-month, and the import from Chile will drop by 70% month-on-month. From January to July 2022, my country's cumulative import of lithium carbonate was 80,695 tons, a cumulative increase of 70% year-on-year.
3. Ministry of Industry and Information Technology: From January to July, the operating income of the communications industry was 1,126.1 billion yuan, a year-on-year increase of 9.9%. According to data from the Ministry of Industry and Information Technology, the total telecom business volume of the communications industry from January to July was 988.2 billion yuan, an increase of 22.2% over the same period of the previous year; from January to July The operating income of the communications industry was 1,126.1 billion yuan, an increase of 9.9% over the same period of the previous year.
4. The supply of polysilicon is tight, and many photovoltaic factories in Taiwan will increase their prices. United Renewables said that the current new contract has a comprehensive price increase, and the increase depends on different customers; if the old contract is a long-term supply, if the raw material market fluctuates too much, the price can be adjusted flexibly. Companies such as Yuanjing and Motech also indicated that they will increase prices again in the second half of the year. Yuanjing said that not only is the upstream polysilicon supply tight, but downstream system factories continue to have strong demand for solar panels and . price wave.
5. The price of yellow phosphorus has continued to rise to a new high by nearly 20% in two weeks.
In the past two weeks, the price of yellow phosphorus has continued to rise. It rose 1.29% in a week, and the price rose strongly. According to the news, multiple factors support the continuous rise in the price of yellow phosphorus. At present, power cuts in the Sichuan region have temporarily stopped production by many major yellow phosphorus manufacturers, and the supply of yellow phosphorus has decreased significantly.
6. In the second quarter, the ranking of North American smartphones was released: Apple’s top ten accounted for six of them
In the second quarter, the North American smartphone market shipped 35.4 million units, a year-on-year decrease of 6.4%. Apple led North America for three consecutive quarters with a growth rate of 3%, with a market share of 52%. Samsung S-series and A-series devices continued to sell well, with a 4% increase in shipments and a 26% market share. Lenovo (Motorola), TCL and Google rounded out the top 5 with 9%, 5% and 2% market share respectively.
7. Didi Chuxing, T3 Chuxing, AutoNavi and other 11 platform companies were reminded to interview
Inter-Ministerial Joint Conference Office for Collaborative Supervision of New Transportation New Format Didi Chuxing, T3 Chuxing, AutoNavi, Caocao Chuxing, Shouqi 11 platform companies, including taxi-hailing, Meituan taxi-hailing, Wanshun taxi-hailing , Xiangdao Travel, Ruqi Travel, Sunshine Travel, and Dida Travel , conducted reminder interviews.
This article is from Gelonghui Financial Breakfast
