Market comment: Index vibration is sorted, and the concept of energy storage concept stocks rose two cities

1. Selection of Finance News
The Central Committee of the Communist Party of China and the State Council: Increase law enforcement intensity in key areas such as food, drugs, education and training
It proposes to increase law enforcement efforts in key areas. Increase enforcement of food and drugs, public health, natural resources, ecological environment, safety production, work safety, labor security, urban management, transportation, financial services, education and training and other related interests. Combing the masses in the field to combine strong problems and carry out centralized special rectification. For potential risks and may cause serious adverse consequences, strengthen daily supervision and law enforcement inspections, and prevent and resolve illegal risks from the source. Establish and improve the system of serious illegal punitive compensation and huge fines and lifelong banning mechanisms, so that those with serious violations should pay a price.
Source: Securities Times Network
China and Rural Ministry: Increase support for the development of the species industry in key areas
In news on August 11, the Ministry of Agriculture and Rural The response to the 3522 suggestion of the Fourth Meeting of the National People's Congress stated that the Ministry of Agriculture and Rural Ministry attached great importance to the development of the northwestern arid region. Since the "13th Five -Year Plan", it has supported funding channels such as the modern seed industry. Yang Ling's demonstration area development.
Source: China Securities Network
Cope and Rural Ministry: It will cultivate breakthrough livestock and poultry varieties with independent intellectual property
. According to the website of the Ministry of Agriculture and Rural Ministry on the 11th, the Ministry of Agriculture and Rural The response to the 3548 suggestion of the Fourth Meeting of the National People's Congress stated that the next step will further increase the support for the breeding of the livestock and poultry, promote the accurate appraisal of the genetic resources of livestock and poultry, and cultivate a group of breakthrough varieties with independent intellectual property rights. It is controlled by ensuring that the core species of livestock and poultry originated.
Source: Zhongxin Jingwei
The beauty should be cautious of the State Drug Administration: brushing acid must be performed at the medical institution
The website of the State Drug Administration posted on the 11th, saying that scientific understanding of "brushing acid" beauty, "Brushing therapy" needs to be operated by trained professionals in hospitals or clinics with medical qualifications.
Source: Zhongxin Jingwei
Bour Reform Commission: The increase in demand for production has improved significantly.
Recently, the national coal production has increased significantly, and demand has continued to fall. Power supply has greater than coal consumption than coal consumption. In terms of production, the daily output of coal in Jin and Shaanxi increased by nearly 800,000 tons from the same period in July. In terms of demand, the peak period of "seven or eight" in summer is close to the end, and the demand for coal is generally continued to fall. It is expected that in the later period, with the release of coal production capacity, the output will continue to increase, and the situation of coal supply and demand will improve.
Source: website of the Development and Reform Commission
(Investment consultant Cai Jin registered investment consultant certificate number:)
. Market hotspot focuses
Marketing reviews The two cities
The on Wednesday, the two cities' market indexes fluctuated, and the total market transaction amount decreased compared with the previous trading day. Specifically, the closing of the Shanghai Index rose 08%to close at 3532.62 points; the Shenzhen Index fell 0.24%, and closed at 15021.17 points; the GEM fell 0.91%to close 3437.06 points.
In on the disk, energy storage concept stocks, coal stocks, and UHV concept stocks performed active, and the increase was before, while liquor stocks performed relatively weak. From the perspective of the trend, the index has signs of stagnation, and there may be risk of callbacks in the short term.
In operation, do a good job of high throwing and low suction. It is recommended to pay attention to the resource -based stock stocks with performance support, the increasing increase, the low position of the military industry, the concept stock of energy storage, and the good stock of the interim report.
(Investment Consultant Yu Dechao Registration Investment Council Number:)
Magua Viewpoint: Central Bank's July Financial Data: M1, M2 Double Fall Economic Activities Slightly cooling
August 11th, the central bank released July Financial statistics and social financing scale data. Data show that the broad currency (M2) increased by 8.3%year -on -year, narrow currency (M1) increased by 4.9%year -on -year, and the growth rates fell as many as possible; social finances increased by 10.7%year -on -year, which slowed down from the previous month. Specifically, the balance of M1 in July was 6.204 trillion yuan, an increase of 4.9%year -on -year. The growth rate was 0.6 and 2 percentage points lower than the same period last month and the same period last year. At the same time, it hit a new low since February 2020. The balance of M2 was 2.3322 trillion yuan, an increase of 8.3%year -on -year. The growth rate was 0.3 and 2.4 percentage points lower than the end of the last month and the same period last year, which was the same as the growth rate in May. The balance of currency (M0) in circulation was 8.47 trillion yuan, an increase of 6.1%year -on -year.
-July in July, RMB loans increased by 1.08 trillion yuan, an increase of 90.5 billion yuan over the same period last year. From the perspective of the sub -department, household loans increased by 405.9 billion yuan, of which short -term loans increased by 8.5 billion yuan, and medium -to -long -term loans increased by 397.4 billion yuan; enterprises (things) industry units loans increased by 433.4 billion yuan, of which short -term loans decreased by 257.7 billion yuan. Long -term loans increased by 493.7 billion yuan, and bill financing increased by 177.1 billion yuan; loans of non -banking financial institutions increased by 177.4 billion yuan.
. In terms of social finance, the increase in social financing in July 2021 was 1.06 trillion yuan, which was 636.2 billion yuan less than the same period last year. At the end of July, the stock of social financing was 30.249 trillion yuan, an increase of 10.7%year -on -year. From the perspective of various details, the main drag of the growth of social finances includes foreign currency loans, entrusted loans, trust loans, and unspoken bank acceptance bills issued on the real economy.
Source: 21st Century Business Herald
The comments: M1 and M2 are all year -on -year and the growth rate of the year -on -month decrease. The main reason is that the business activities of enterprises have cool down, and the real estate market activities are also caused by cooling. Social finance data is less than expected, and it is also related to the strict regulation of real estate and the decline in corporate operating activities. This news is profitable to the market.
(Investment consultant Cai Jin registered investment consulting certificate number:)
If the power equipment industry: market -oriented grid -connected curtain opened, pushing new energy and energy storage installation elasticity
Recently, the National Development and Reform Commission, the National Development and Reform Commission, The National Energy Administration jointly issued the "Notice on Encouraging Renewable Energy Power Generation Enterprises to build or purchase peak -regulating capacity to increase the grid -connected scale (Development and Reform Operation [2021] No. 1138)".
This policy indicates that the key to achieving carbon peaks is to promote renewable energy development, the key to promoting renewable energy development is to consumption, and the key to ensuring renewable energy consumption is The development of renewable energy is equally important. It is necessary to simultaneously develop and promote renewable energy development, grid -connected, and elimination. In order to enhance the ability of the system, policies encouraged wind power and photovoltaic development enterprises to use a market -oriented grid to build new energy projects. responsibility.
Source: Ping An Securities Research Report
The comments: On the whole, the policy is promoted to accelerate the advancement of the new energy market -oriented grid model, and it has formed an important role in the development of peak regulation resources such as energy storage Being able to wait for the rapid development of peak -regulating resources will enhance the power system's ability to consume new energy and open the growth space of new energy. It is recommended to pay attention to new energy and energy storage sectors.
(Investment Consultant Yu Dechao Registration Investment Certificate Number:)

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