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Today's stock market analysis and outlook (8.30) #Header Finance# #stock finance# #Financial News# [Key News Selection] The National Development and Reform Commission and other departments issued the "Several Policies and Measures for Relief and Support of the Elderly Care and Nursing Service Industry". 50% of the tax amount, and the top priority is to reduce the resource tax and other "six taxes and two fees". In the first eight months, the tender scale of photovoltaic modules issued by major companies has reached nearly 100GW, and the module price is 1.85-2 yuan/W, an increase of more than 30% compared with the beginning of 2021. Shaoxing City is planning to set up a real estate security fund, and plans to promote the overall project through the method of "state-owned enterprise investment + financial institution M&A loan". The European benchmark electricity price has risen above 1,000 euros/MWh for the first time in history. The European Union plans to urgently intervene in the electricity market and strive to decouple natural gas from electricity prices. A detailed plan may be proposed as early as this week; Natural gas futures tumbled more than 20% on Monday. The Iraqi Shiite religious leader and leader of the Sadr movement, Moqtada al-Sadr, announced today that he will "permanently withdraw from Iraqi politics." Affected by the tension in Iraq, the settlement price of international crude oil futures rose on Monday. WTI October crude oil futures closed up 4.24% at US$97.01/barrel; Brent October crude oil futures closed up 4.06% at US$105.09/barrel, both hitting a record high. The new high since August 2. [Important announcement] BYD achieved a net profit of 3.595 billion yuan in the first half of the year, a year-on-year increase of 206.35%; Jiu'an Medical's second-quarter net profit of 932 million yuan fell by 93% month-on-month; Goertek achieved a net profit of 2.079 billion yuan in the first half of the year, a year-on-year increase of 20.09%. Yahua Group expects to achieve a net profit of 3.46 billion-3.66 billion yuan in the first three quarters; NAURA’s net profit in the first half of the year increased by 143% year-on-year; Hemai’s net profit in the first half of the year increased by 157% year-on-year; Xinchao Energy’s net profit in the first half of the year increased by 433% year-on-year %; Zhao Weidong, director of Jinyuan Co., Ltd., was taken criminal coercive measures on suspicion of bid rigging. Jiuguijiu’s net profit in the first half of the year was 718 million yuan, a year-on-year increase of 40.68%; BOE A’s net profit in the first half of the year fell by 48% year-on-year. Goodway's net profit in the first half of the year fell by 64.32% year-on-year; Hongye Futures' first-half net profit fell by 22.18% year-on-year; Baoxin Technology's first-half net profit fell by 49% year-on-year; Fosun Pharma's first-half net profit fell by 37% year-on-year. The net profit of CITIC Securities in the first half of the year decreased by 8% year-on-year; Tianci Materials plans to invest 1.856 billion yuan in the construction of basic materials for lithium batteries with an annual output of 75,500t; Guangli Micro plans to invest 1 billion yuan in the research and development of manufacturing EDA-related testing solutions. [External disk dynamics] U.S. stocks continued to adjust overnight. The three major U.S. stock indexes closed down collectively on Monday, with the Nasdaq down 1.02%, the S&P 500 down 0.66%, and the Dow down 0.57%. Large technology stocks generally fell, and Nvidia fell nearly 3%; retail investor holding group 3B Home Furnishings rose more than 24%, and has risen more than 165% so far in August; most popular Chinese concept stocks fell, AMTD Digital fell more than 16%, daily Youxian, Manbang, and Bilibili fell by more than 5%, while Pinduoduo rose by more than 14%, hitting a new high in seven months. [Market Review] The major indexes opened lower and moved higher on Monday, and the theme of energy security continued to perform strongly. U.S. stocks fell sharply and hit a new low for two months, but photovoltaics opened up quickly and stabilized their popularity. Semiconductor, pork, and military industries all performed well. The major indexes quickly narrowed their declines, but the Ningde era fell again. Tourism, hotel stocks In the middle of the day, the coal sector rose sharply, and the coal sector rose rapidly in the afternoon. Funds continued to focus on the main line of energy security. Themes such as heat pumps, energy storage, and hydrogen energy rose sharply. Throughout the day, the Shanghai Composite Index rose slightly by 0.14%, while the Genesis Index fell by 0.37%. The transaction volume between the two cities was 845.8 billion. hit a one-month low. [Today's Outlook] A-shares were relatively resilient on Monday after the sharp fall in the outer market. The overall rebound of blue-chip stocks was weak. At present, the overall trend of major indexes is still weak. The US stocks continued to fall overnight, and macro expectations have not improved significantly. It will take time for the index to strengthen. It is recommended to continue to control positions cautiously in the short term, and pay due attention to derivative opportunities of energy security. |