The differentiation of individual stocks has intensified, and institutions have gathered together to attack "green electricity"

The State Council approved the 14th Five-Year Plan to promote the high-quality development of resource-based areas.

The State Council agreed in principle to promote the 13th Five-Year Plan for the high-quality development of resource-based areas. Please carefully organize the implementation. The relevant departments and units in the State Council should strengthen the guidance on the implementation of this plan in accordance with the division of responsibilities, comprehensively apply policies such as investment, taxation, finance and land, and give active support in project construction, capital investment and institutional innovation. And coordinate and solve the difficulties and problems encountered in the transformation and development of resource-based areas in a timely manner.

Source: China Government Network

China will launch a pilot project of carbon monitoring and assessment.

Recently, the Ministry of Ecology and Environment released a pilot work plan for carbon monitoring and assessment, and selected Tangshan, Taiyuan, Shanghai and other 16 cities and five key industries, such as thermal power, steel and oil and gas exploitation, to carry out pilot monitoring of greenhouse gases and promote the coordinated promotion of pollution reduction and carbon reduction.

Source: CCTV (news broadcast)

The middle section of the third line of West-to-East gas transmission with a total length of 2,090 kilometers and an annual gas transmission capacity of 25 billion cubic meters started construction.

The State Pipe Network Group announced that on September 23rd, the natural gas pipeline project in the middle section of the Third West-East Gas Transmission Line (Zhongwei-Ji 'an) was officially launched. The natural gas pipeline in the middle section of the Third West-East Gas Pipeline (Zhongwei-Ji 'an) (hereinafter referred to as the middle section of the Third West-East Gas Pipeline) has a total length of 2,090 kilometers, starting from Zhongwei in Ningxia, passing through seven provinces including Ningxia, Gansu, Shaanxi, Henan, Hubei, Hunan and Jiangxi, and ending in Ji 'an in Jiangxi. The design pressure of the pipeline is 10 MPa, the designed annual gas transmission capacity is 25 billion cubic meters, and the pipe diameter is 12 19 mm. According to the introduction of the national pipe network group, after the completion of the middle section of the third west-east gas transmission project, the annual gas transmission capacity of the west-east gas transmission pipeline system can be increased by about 25 billion cubic meters on the existing basis. Compared with coal burning, it can reduce carbon dioxide emissions by 70.89 million tons per year.

Source: 2 1 Century Business Herald

The first batch of FOF-LOF products were approved, and these four fund companies are preparing to issue them.

The first batch of FOF-LOF products have been approved by the regulatory authorities, and relevant fund companies are preparing to issue them. The approved products include the FOF-LOF hybrid operated by Bank of Communications Smart Choice Starlight 1 year, the FOF-LOF hybrid operated by Xing Zheng Global for three years, the FOF-LOF hybrid operated by Guangfa for two years, and the FOF-LOF hybrid operated by Minsheng Plus Bank for six months.

Source: Securities Times Network

Zhengshang Institute adjusts the transaction fee standard of thermal coal futures contract

Zhengshangsuo: Since the night trading of 202 1 on September 24th, thermal coal futures 2 1 10, 21,2 1 1 2, 220/kloc-0.

Source: website of Zhengshang Institute

(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)

Second, the focus of market hotspots

Market comment: Individual stock differentiation intensifies, and institutional clusters attack "green power"

On Thursday, the market index of the two cities fluctuated and closed up, and the total market turnover was enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index closed up 0.38% at 36,642.22 points. The Shenzhen Component Index rose 0.77% to close at 14387.36; Growth enterprise market rose 0.57% to close at 3 182.47 points.

From the disk, paper concept stocks, HarmonyOS system concept stocks and power stocks were active, with the highest gains, while chemical stocks were relatively weak. The Shanghai Composite Index hit a new high, and there are still several trading days before the National Day holiday. It is difficult to make a big breakthrough at the index level. It is expected that the market will still be dominated by shocks.

Operationally, layout is carried out around the main line plate. It is suggested to pay attention to green power concept stocks, natural gas concept stocks with low price expectations, well-known chemical stocks, military stocks with low positions and good performance, brokerage stocks and stocks with good performance in the interim report.

(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)

Macro perspective: the central bank: promote the reform of the convenient operation mode of standing loan, and implement the policy of supporting small loans of 300 billion yuan.

On September 23, the People's Bank of China held a video conference to promote the reform of the convenient operation mode of standing loan and implement the policy of putting 300 billion yuan into microfinance. Liu Guoqiang, member of Party Committee and Deputy Governor of People's Bank of China made a speech. The meeting requested that all branches of the People's Bank of China should attach great importance to it, and take promoting the reform of the convenient operation mode of standing loan and managing and making good use of the newly added 300 billion yuan micro-loan quota as an important task at present, and earnestly organize and implement it. It is necessary to actively and steadily promote the reform of the convenient operation mode of standing loan, optimize the operation process, improve operational efficiency, meet the reasonable liquidity needs of local corporate financial institutions in a timely manner according to regulations, and effectively prevent liquidity risks.

Source: Central Bank website

Comments: Promoting the reform of the convenient operation mode of standing loan is conducive to stabilizing market expectations, enhancing the stability of liquidity in the banking system and maintaining the smooth operation of interest rates in the money market. This will indirectly benefit the capital market.

(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)

National defense and military industry: short-term adjustment without worry about fundamentals brings configuration opportunities.

The total revenue of the military industry was 202 1H 1 233 1 billion yuan, up 22.4% year-on-year; The net profit of returning to the mother was 65.438+07.905 billion yuan, a year-on-year increase of 654.38+09.8%. In the past five years, the military industry has reported a revenue growth rate of over 20% for the first time. The military industry started well in the first year of the "14th Five-Year Plan", and the growth rate of the industry showed an upward trend. The overall growth rate of homecoming net profit has not yet risen, which is mainly dragged down by some industries such as weapons and ships, and the performance of high-prosperity sub-sectors such as aviation, aerospace, components and information technology has begun to enter high growth. The overall profitability of the sector continued to improve, with gross profit margin of 202 1H 1 industry 2 1.0%, expense ratio of 12.0% and net interest rate of 7.7%. Throughout the past five years, the improvement of management quality and profitability is very obvious, which reflects the good trend of improving the profitability of financial indicators in the upgrading of military products structure.

Source: Guo Xin Securities Research Report.

Comments: From a fundamental point of view, the growth rate of the military industry is second to none, which is outstanding compared with other industries. In particular, 202 1 -2023 will be the key to speed up the industry, and the growth rate of the composite industry is expected to exceed 30%. Judging from the valuation, the PE-TTM of the CSI Military Industry Index is currently 69.9 times, which is in the position of 49% in the past five years, close to the historical median. At present, the valuation of many targets still matches the performance growth, and the market's tolerance for the valuation of excellent companies is also increasing.

(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)

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