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Original title:[Principales perspectivas financieras]Three quarterly reports revealed that seven new films will be released after the festival to compete for the National Day archives.
Summary
[Principales perspectivas financieras: los tres informes trimestrales revelaron que siete nuevas películas competirán por el Día Nacional después del feriado]The eight days of National Day and the Mid-Autumn Festival are coming up, how are you going to spend it? In the next two weeks (September 28 to October 11), what major financial events will affect your “money bag”? Let’s see beforehand! (China-Singapore Jingwei)
The eight days of National Day and the Mid-Autumn Festival are approaching, how are you going to spend it? In the next two weeks (September 28 to October 11), what major financial events will affect your “money bag”? Let’s see beforehand!
Publication of data
In the next two weeks, China will announce official manufacturing in SeptemberSMEs,Septemberforeign exchange reserves; United States to announce second quarterGDP, Unemployment rate for September, disposable income per capita for August and other data; Britain, Germany, the European Union, the United States, etc., will announce the manufacturing PMI for September; the EU will announce AugustPPI, Unemployment rate and other data.
Market access point
1. Travel peak is approaching during the National Day holiday
trafficAccording to Sun Wenjian, a spokesman for the Ministry of Transportation, the peak of the entire National Day holiday is October 1, of which the peak congestion can occur from 10 am to 12 am, and the return time is relatively scattered. The return trip is expected to focus around day 6.
The Ministry of Transport predicts that road trips during this year’s National Day holiday will display the following characteristics: First,publicThere is a strong demand for travel; second, the travel peaks are prominent on the first holiday; third, congestion tends to decrease in the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Delta.
2. Official Manufacturing PMI will be announced in September.
On September 30 (next Wednesday), the National Bureau of Statistics will release the China Manufacturing Purchasing Managers Index (PMI) for September. According to data released by the National Bureau of Statistics, the manufacturing PMI in August was 51.0%, a slight decrease of 0.1 percentage point from the previous month, and remained above the threshold for six consecutive months. The order index continued to improve and demand gradually stabilized.
3. The 2020 Shanghai Pudong Auto Show will open next week.
From September 28 to October 4, 2020, the (fifth) Shanghai Pudong International Automobile Exhibition 2020 will be held at the Shanghai New International Exhibition Center.In the context of the recovery and gradual development of the industry , the 2020 Shanghai Pudong Auto Show will focus on the theme “Driving the Future”.Car industryThe latest technology and innovative results.
The IMain brandnumerous,Beijing Auto, SAIC Roewe, GAC Trumpchi, Geely, Great Wall,BYDWill bring his ownMain forceModels Meet Audiences Plus New Energy VehiclesTesla、Wei Lai, Weimar Motors,Xiaopeng MotorsOther brands will also participate.
Fourth, National Day movies drive market recovery
The National Day Mid-Autumn Festival holiday has a total of 8 days, and the market anticipates the box office for National Day movies. According to information released by Maoyan Professional Edition, during this year’s National Day archive (i.e. September 30 to October 8)ShareAt least 7 movies have been released, namely “Jiang Ziya”, “My Hometown and Me”, “Pioneer”, “Home at One Point”, “Mulan: Turned Out”, “2019 Military Parade” and “Goodbye! ” “Juvenile” covers many types of sports, comedy, action, animation, etc. The already published “Eight hundred” and “Win the championship” will also participate in the National Day archive.
Among them, movies like “My Hometown and I”, “Jiang Ziya” and “Winning the Championship” are louder.AlibabaCinema industry,Light media、Chinese movieTencent imagesBeijing cultureA lot of moviesthe companyParticipate in the contest.
Additionally, the upper limit for theater attendance rises to 75%, raising optimistic expectations for the National Day holiday. China Securities Journal reported that the industry expects this year’s National Day box office to rise to 4.5 billion-50 billion yuan.CICCHigh-quality content is considered to increase the number of movie viewers and the movie market is expected to gradually return to normal from the National Day archive. Neutral estimates that this year’s box office may reach 15 billion yuan, and the box office in the second half of the year will return to 42.5% from the same period last year.
Five and three quarterly reports revealed that the curtain was raised after the holidays.
After the National Day holiday, the release of the third quarterly report will officially begin. According to the Shanghai Stock Exchange disclosure of the schedule for the first appointment of the Shanghai Stock Exchange Main Board Company’s third quarterly report,Jianyou sharesIt will be the first to release the three quarterly reports on October 10.
According to statistics, as of September 25, a total of more than 570 companies in Shanghai and Shenzhen have published the third quarter.PerformancePreview, 227company achievementsPre-happy (spin losses, slight increase, pre-increase, continuous profit), more than half of the companies with pre-increase performance, a total of 132.
Stock Market Outlook
One,New crotchopportunity
There are 7 new stocks listed on September 28, namely NNew clean energy(valuesCode: 605111.SH), N Weishi (inventory code: 605218.SH), N Chipsea (inventory code: 688595.SH), N Shanke (inventory code: 300897.SZ), N Tianchen (inventory code: 688013 . SH), N Shangwei (stock code: 688585.SH) and NAmic(Stock Code: 300896.SZ).
3 on September 29IPO subscription, RespectivelyDongpeng Holdings(Stock code: 003012.SZ),Pan-submicroscope(Stock Code: 688386.SH) andPanda Dairy(Stock code: 300898.SZ).
September 30th,Beiyuan Group(Stock Code: 601568.SH) will be subscribed.
On October 9, there were 4 IPO subscriptions, namelyAohong Electronics(Stock code: 605058.SH),Subway design(Stock code: 003013.SZ),Hiku koden(Stock Code: 003015.SZ) andCoase Technology(Stock code: 688788.SH).
2. Institutions see the market
China Development Bank Securities: From the perspective of expanding the scale of direct financingBrokerageDevelopment opportunities
There are several ways to promote the expansion and strength of the securities industry: one is to enhance financial collaboration and develop financial portfolio companies; the second is to promote multichannel financing for securities firms to expand; and the third is mergers.ReorganizationPromote increased industry concentration; fourth, special securities firms have deepened their efforts in subdivided areas to form effective complements.
In the context of an increase in the proportion of direct financing, the capital market situation has improved unprecedentedly and the industry has opened a great opportunity for development in the medium and long term. Optimistic about the development prospects of the securities industry, it is recommended that investors grow together with the industry and do a good job in the medium and long term, especially the major securities firms, with outstanding comprehensive competitive advantages and abundant reserves of talent, who are more likely to seize opportunities versus development opportunities.
Minsheng Values - Optional Offline Consumption Recovery
The restoration structure shown by the economic data for August is consistent with the situation predicted in the performance analysis of the interim reports of listed companies. The epidemic has eased restrictions on business activities. In the second half of the year, the flexibility of restoration of benefits is greater. The node is in intermediate manufacturing and offline consumption.
At the configuration level, it is recommended to pay attention to three main lines: 1. The performance of the three quarterly reports is expected to significantly improve the industry, such as automotive, light industry and wind energy; 2. Offline consumer industries that benefit from the easing of the epidemic in economic activities, such as cinemas, hotels and tourism; 3. Long-term and medium-term internal substitutionindustryThe logic of economic recovery in the technology sector, including photovoltaics and new energy vehicles with high certainty for short-term growth, pays attention to the rebound in overselling in the semiconductor sector.
Zheshang Values: Have currency or shares during the festival?
From a historical review, judging from the pre-holiday situation of the last ten years, the market has shown significant adjustments before National Day in most years, and investors still need to be cautious before the holidays. . The market adjustment before National Day is believed to be mainly due to three reasons: 1. The seasonal restriction of funds has led to a contraction in market volume. 2. Absolute income investors lock in income for the year in advance. 3. Risk events abroad tend to disrupt the market during long vacations.
In general, today’s investors should not act too hastily and should still wait patiently for the three conditions of the cycle to be met. In the medium term, we believe that the core that drives the “circular torus” has not changed. In the weak recovery of the global economy,coinIn the context of policy normalization, the main driving force behind the uptrend in A shares comes from expectations of reform to boost risk appetite.
From a structural point of view, the short-term focus is on the three main market lines.Cash FlowInvestors should pay close attention to the strong sectors that have entered; on the other hand, pay attention to the XIV Five-Year PlanIndustry planningRelated sectors are expected, the third aspect, continue to pay attention to the direction of the high prosperity of the three quarterly reports.
(Source: Sino-Singapore Jingwei)
(Editor in charge: DF372)
I solemnly declare: The purpose of this information is to spread more information, and it has nothing to do with this booth.
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