On the Testimony in the Period of Market Shock

Central Committee and the State Council: Organize the implementation of the three-child birth policy, and cancel restrictive measures such as social support fees.

The Central Committee and the State Council issued a decision on optimizing the birth policy to promote the long-term balanced development of the population, and decided to implement the three-child birth policy according to law. Amend the Population and Family Planning Law of the People's Republic of China, advocate marriage and childbearing at the appropriate age, and implement the three-child birth policy. All provinces (autonomous regions and municipalities directly under the Central Government) comprehensively consider the population development situation, work basis and policy implementation risks in the region, do a good job in policy convergence, and organize implementation according to law.

Goal: By 2025, the policy system of active fertility support will be basically established, the service management system will be basically complete, the service level of prenatal and postnatal care will be significantly improved, the construction of the national childcare service system will be accelerated, the cost of childbearing, parenting and education will be significantly reduced, the fertility level will be appropriately improved, the sex ratio of the birth population will become normal, the population structure will be gradually optimized, and the quality of the population will be further improved.

The decision mentioned that restrictions such as social support payments should be abolished. Cancel social support fees, clean up and abolish relevant punishment regulations. Family, school, occupation, etc. It has nothing to do with individual fertility. Properly handle the problems left over from history according to the law and regulations. In areas where the contradiction between population development and economic, social, resources and environment is more prominent, we will strengthen publicity and advocacy, promote the effective connection between the relevant policies for benefiting the people and the birth policy, and accurately do all kinds of management services.

Li Keqiang: We have reached a critical moment when we are clamoring for strengthening basic research.

On July 6th, Li Keqiang inspected the National Natural Science Foundation of China and presided over a symposium. Li Keqiang listened to the reports of the Ministry of Mathematical Sciences, the Information Management Platform of the National Natural Science Foundation of China and the Interdisciplinary Science Department. Li Keqiang said: "We emphasize the importance of mathematics because natural science originated from mathematics, and human civilization really entered the scientific field from mathematics. It can be said that mathematics is the foundation of all sciences. In fact, many' stuck neck' problems are finally stuck in basic research. " Li Keqiang said that it is necessary to improve the education level of basic disciplines such as mathematics, physics and chemistry, and train more basic research talents. Introduce excellent talents through multiple channels to improve the level of basic research.

202 1 World Intelligent Networked Automobile Conference will be held in Beijing from September 25th to 28th.

2021World Intelligent Networked Automobile Conference, the highest-standard international exchange platform for China's intelligent networked automobile industry, will be held in Beijing China International Exhibition Center (new building) from September 25th to 28th. At the same time, the conference held an exhibition on the development achievements of new energy automobile industry, with the theme of "praising the' new' era to accelerate the high-quality development of new energy automobile industry", and comprehensively used charts, objects, models, videos, sand tables, large-screen demonstrations and other forms to show the development history and achievements of new energy vehicles with breakthrough technical products and representative application scenarios.

In the first half of the year, the ranking of residents' income was announced, and Shanghai's per capita disposable income ranked first in the country.

The National Bureau of Statistics recently updated the per capita disposable income data of 202 1 3 1 province in the first half of the year, showing that the per capita disposable income of the national residents was 17642 yuan, a nominal increase of 12.6% year-on-year. Among them, the per capita disposable income of Shanghai residents in the first half of the year reached 40,357 yuan, ranking first in the country. The per capita disposable income of Beijing residents in the first half of the year was 38 1.38 yuan, ranking second in China. Zhejiang ranked third, with a per capita disposable income of 30,998 yuan in the first half of the year. Beijing and Zhejiang are also two regions where the per capita disposable income of residents exceeds 30,000 yuan, belonging to the second echelon.

Ministry of Industry and Information Technology: Strengthen research on security technologies in quantum communication and other fields, and develop innovative security technologies.

The Ministry of Industry and Information Technology recently released the "Three-year Action Plan for High-quality Development of Network Security Industry (202 1-2023)" (draft for comment). The name of the exposure draft should strengthen the research on security technology in quantum communication, satellite internet and other fields, and develop innovative security technologies; Promote the infrastructure of key industries to strengthen network security construction and improve the security protection capability of important systems, key nodes and data; Guide enterprises in key industries such as telecommunications and Internet to increase investment in network security, and require that the investment in network security in key industries such as telecommunications account for 10% of the investment in informatization. From the perspective of industrial scale, the scale of network security industry should exceed 250 billion yuan, and the compound annual growth rate should exceed 15%.

(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)

Second, the focus of market hotspots

Market comments: the market shrinks and fluctuates. In operation, it is suggested to avoid high throwing and low sucking and seize the opportunity of mainstream plate.

On Tuesday, the major indexes of A-shares fluctuated and closed up, with mixed ups and downs. At the close, the Shanghai Composite Index fell slightly by 0.07% to 3,536.79 points. The Shenzhen Component Index rose 0. 12% to close at 150 1 1.35; The GEM index rose 0.4 1% to close at 3,463.79 points. The turnover of the two cities was 966.7 billion yuan, and the turnover shrank by less than one trillion yuan. Disk observation, semiconductor, brewing, new energy, health care and other sectors were among the top gainers, while chemical fiber, banking, steel, paper and other sectors were among the top losers. Overall, the industry sector is mixed. Considering the recent rapid rotation of hot spots, it is recommended not to blindly chase up and down. On the whole, the essence of the current market improvement has not changed, but the fluctuation of the external stock market will still have an emotional impact on the market. In operation, it is suggested to throw high and suck low to seize the opportunity of plate rotation. It is suggested to focus on: semiconductors, new energy, medical services, military industry, etc. The stock market is risky, so you need to be cautious in investing.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)

Macro perspective: the central bank: exploring the free inflow, outflow and convertibility of capital in Lingang New Area.

Event: Wang xin, director of the Research Bureau of the People's Bank of China, expressed his support for Shanghai to try the free use of RMB first, further facilitate the entry and exit of enterprises' trade and investment funds, and explore the free inflow, outflow and convertibility of capital in Lingang New District, so as to help Shanghai become an important hub and bridge of China Unicom's international market and domestic market under the new development pattern.

Source: Newspaper.

Comments: The function of Shanghai Global RMB Asset Allocation and Pricing Risk Management Center is improving day by day. The most important feature of Shanghai International Financial Center is the construction of RMB assets. With the gradual increase of global demand for RMB assets, a series of demands such as risk management, legal environment and talent supply will be derived. In this process, Shanghai will become a RMB asset allocation center, a risk management center, a financial technology center, a high-quality business environment demonstration center and a financial talent center, and the competitiveness of Shanghai International Financial Center will be further highlighted. Judging from the news, the overall impact is positive.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)

Logistics industry: the unit price has risen steadily from the previous month, and we are optimistic about the improvement of leading performance in the second half of the year.

Event: In June, the business volume of express delivery service enterprises nationwide reached 9.74 billion pieces, up 30.4% year-on-year; Business income reached 96,543.8+0.63 billion yuan, a year-on-year increase of 65,438+0.5%; In the first half of the year, the business volume of national express service enterprises totaled 49.39 billion pieces, up 45.8% year-on-year; Business income totaled 484.265438 billion yuan, up 26.6% year-on-year, and the overall business data was improving.

Source: Essence Securities

Comments: The analysis believes that under the background of strengthening policy supervision, with the slowdown of price competition, the performance of e-commerce express delivery is expected to be repaired in a short period of time. On the whole, e-commerce express delivery is still on the eve of pattern cleaning, and the head company with stable network and strong fine management ability will eventually win. It is recommended to actively pay attention to configuration.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)

Third, the new share subscription tips

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Four. Key stock recommendation

View the full version of early view (customized path by month: discovery-information-information products-information-early view; Single customized path: discovery-gold medal appraisal-early viewing)