1. Selected Financial News

The secret weapon "light vaccine" guarantees the China Olympic delegation COVID-19 zero infection!

At the Tokyo Olympic Games, the China Olympic delegation not only achieved impressive results, but also 777 people returned home safely without any COVID-19 cases, thus achieving the "zero infection" goal set by the delegation before going out to war. In fact, in addition to the conventional epidemic prevention measures such as masks, disinfection equipment and vaccines, there is a black technology called "light vaccine" behind the China delegation. On August 4th, Asahi Shimbun, Nihon Keizai Shimbun and other media reported on the "off-the-shelf trick" used by China's team: an advanced ultraviolet disinfection device that can achieve 99.99% sterilization against viruses, bacteria and other microorganisms, especially against novel coronavirus, and it can also effectively kill bacteria in an inhabited environment, which is a great advantage of this device.

Tang Guangfu, academician of China Academy of Engineering: Support the development of clean energy with the national strategic scientific and technological strength.

Tang Guangfu, an academician of China Academy of Engineering and president of the Global Energy Internet Research Institute, said in an exclusive interview that it is an inevitable law of future energy development to change from high carbon to low carbon, from low efficiency to high efficiency, and from pollution to cleanliness, and it is also a * * * understanding of sustainable energy development formed by all countries in the world. The government should guide in an orderly way and formulate reasonable policies. Enterprises should take the initiative. Power grid enterprises are faced with the pressure of safe production and stable supply. At the same time, they should aim at the technology of "sticking their necks" and "filling shortcomings" and concentrate superior scientific and technological resources to tackle key problems. In basic research, many major and long-term strategic scientific and technological innovations require the state to concentrate superior scientific and technological resources to build strategic scientific and technological strength. In addition, the state should mobilize the enthusiasm of the whole people, encourage the people to participate, and gradually develop a lifestyle that meets the goal of "double carbon".

Cui Dongshu: After the improvement of the epidemic situation, the gap between supply and demand of automobiles in the world is temporarily under great pressure.

Cui Dongshu, secretary general of the Passenger Car Association, said that in July 2121, the retail sales of the passenger car market reached 1.5 million, down 6.2% compared with July 2121, and up 1% compared with July 2119, which reflected the pressure of high base in the second half of 2121. After the improvement of the epidemic situation, the gap between the supply and demand of automobiles in the world is temporarily under great pressure, and the shortage and uncertainty of international chip supply have led to great losses in production reduction of some automobile enterprises in China. In recent months, the sales volume of some car companies at the wholesale end has plummeted, which has led to the unbalanced import and export of dealers of joint venture car companies, the mismatch between order demand and existing inventory and other factors being transmitted to retail terminals, resulting in weak retail sales.

Ministry of water resources: since the flood season this year, extreme rainstorm has been prominent, which has a great impact on disasters.

According to the dispatching of the Ministry of Water Resources, since the flood season this year, the national average rainfall has been close to the same period of normal years, but extreme rainstorms have been prominent, and the disaster situation in the affected areas is serious. Since the flood season, there have been 27 heavy rainfall events in the whole country, and 6 numbered floods have occurred in major rivers, including 3 numbered floods in Nenjiang River in Songhua River Basin, 1 numbered floods in Luanhe River and Zhangwei River in Haihe River Basin, 1 numbered floods in Taihu Lake, catastrophic floods in the upper reaches of Heilongjiang River and catastrophic floods in the upper reaches of Weihe River in Haihe River Basin.

who makes you more and more anxious about "face value"? Behind it is a strong industrial chain.

face value anxiety, also known as appearance anxiety, refers to the fact that many people are not confident about their appearance under the environment of magnifying face value. Contemporary people are surrounded by businessmen's incorrect psychological hints, and their anxiety about face value is getting worse. According to the statistical data of the White Paper on Medical Beauty Industry in 2121, in 2121, the number of new medical beauty institutions in China will reach 5,151, and the market size of medical beauty will reach 197.5 billion yuan. Under the hot pursuit of capital, there have been wonderful operations such as stomach cutting, elf ear and calf muscle blocking. ? (Investment Consultant: Lin Xurui, practicing certificateNo. S126161511114)

Second, focus on market hotspots

Market comments: the market fluctuated repeatedly, the market style was rebalanced, and the operation suggested a moderate and balanced allocation

Last Friday, the major indexes collectively closed down slightly. As of the close: the Shanghai Composite Index fell 1.24% to 3516.31 points; The Shenzhen Component Index fell 1.69% to 14799.13 points; The GEM index fell 1.22% to 3,345.13 points. The transaction between the two cities was close to 1.3 trillion yuan. Disk observation: chemical fiber, gas supply and heating, mineral products and other sectors were among the top gainers; Semiconductors, automobiles and computers were among the top losers. For the whole week, the Shanghai Composite Index rose by 58.17 points, or 1.68%, and the trading volume was the same as last week, still in a range fluctuation market. The differentiation and speculation of individual stocks in the sector was obvious, and the market exceeded one trillion yuan for the 18th consecutive trading day, but the hot spot rotation of the industry sector accelerated. At present, the domestic monetary policy remains relatively stable, the economy maintains a weak recovery, and the market as a whole maintains a volatile pattern. The short-term market style has not changed obviously, but it is a staged style rebalancing. With the implementation of the comprehensive registration system, high-quality stocks will always be scarce, and the group will not disappear but will only transfer; Focus on industries encouraged and supported by policies, industries with high prosperity, and leaders in sub-sectors with product bargaining power. It is suggested to focus on: energy storage, military industry, non-ferrous resources, 5G communication, lithium extraction from salt lakes, etc. The stock market is risky, so you need to be cautious in investing.

(investment consultant Gu Zhixiong registered investment consultant certificateNo.: S12616611121166)

Macro view: Why do new domestic products explode frequently?

Event: In the new era, people's yearning for a better life highlights the importance of new fashion and new national fashion brands, such as White Rabbit, Warrior and Bee Flower, and herborist and other national fashion brands have begun to lead the domestic and international trends.

Source: China News Network

Comments: The consumption bonus ushered in by this round of explosive products of domestic brands is brought about by the changes in the demand of consumers in China: from making do with consumption to paying attention to consumption, from pursuing quality to pursuing taste, from valuing price to pursuing experience. Under the new development pattern of accelerating the formation of "double cycle", China's manufacturing has risen iteratively, and domestic products have been frequently "out of the circle", which has ushered in brand-new opportunities for the growth of domestic brands. It is suggested that we should pay appropriate attention to relevant opportunities.

(investment consultant Gu Zhixiong registered investment consultant certificateNo.: S12616611121166)

Communication industry: Telecom and Mobile's performance in the first half of the year is improving, and they continue to be optimistic about value revaluation

Event: Communication industry's performance disclosure, telecom's operating income in the first half of the year was 219.237 billion yuan, up 1.3% year on year, and its net profit was 17.743 billion yuan, up 27% year on year.

Source: Dongguan Securities Research Report

Comments: Communication operators are basically oriented and continue to be optimistic about value revaluation. From the perspective of revenue, the margin of the factors that suppressed the ARPU of mobile services in the early stage weakened. With the increase of the penetration rate of 5G users, the higher ARPU of 5G users is expected to drive the overall ARPU of operators' mobile services up, and the revenue of mobile services is expected to continue to enter the rising channel. At the same time, in recent years, operators have actively launched industrial Internet business, with high revenue growth and increased revenue ratio, which is expected to open a second growth curve. In terms of cost, the construction of 5G network * * * * enjoys the pressure to reduce the capital expenditure in the early stage, and the operation and maintenance cost in the later stage is further reduced. At the same time, the overlay industry has entered healthy competition, which is expected to promote cost optimization. At present, the valuation water level of the three major domestic operators is far below the average level of leading operators in Europe and America. Considering the basic orientation, we continue to be optimistic about the opportunity of operator value revaluation.

(investment consultant Gu Zhixiong registered investment consultant certificate number: S12616611121166)

III. Tips for subscription of new shares

The subscription code of Yue 'an New Materials is 787786, and the subscription price is 11.76 yuan

IV. Recommendation of key stocks

Please refer to the full edition of Early View (customized path by month: Discovery- Single customized path: discovery-gold medal identification-early view)