By Admin88 
International dynamics
1. The 2nd China -Korea Economic Field Practical Cooperation Exchange Conference was held in Seoul
In order to further deepen the pragmatic exchanges and cooperation between China and South Korea’s economic field, on the morning of October 18, the second China -Korea Economic Field Practical Cooperation and Exchange Conference was successfully held in Seoul.China said that the two sides should jointly implement the important consensus of leaders of the two countries, work together to deal with new global challenges, and strengthen economic globalization; gather new driving forces and further strengthen market docking; vigorously expand new areas of cooperation, deepen and expand high -end manufacturingIndustry, digital economy, green and low -carbon and other fields have continuously consolidated the toughness and viscosity of the supply chain supply chain supply chain of both parties, and achieve high -level mutually beneficial and reciprocal development.(WeChat public account of the National Development and Reform Commission)
2. From January to September, the China -EU traverser -in -line runs 14689 column
From January to September this year, the Central and European trains have accumulated a total of 14,689 columns, sending 1.571 million standard boxes, a year -on -year increase of 13%and 11%, of which the RMB 1633 in September, the delivery of goods is 171,000.12%.Since the beginning of this year, the number of China -Europe trains has exceeded 1,600 in the number of single month in a single month.(Indian Railway)
3. South Korea exports in October to cool down
Due to the sharp decline in demand for oil products and mobile phones, South Korea’s export growth slowed down 20 days before October.On Monday, October 21, the South Korean Customs Agency announced the export data of 20 days before October. The total value of exports after the adjustment of the working days increased by 1%compared with the same period last year. In contrast, the previously announced SeptemberThe total export value of the whole month increased by 7.5%year -on -year.Unsettled export data fell by 2.9%, and the overall imports fell by 10.1%, resulting in a trade deficit of up to $ 1 billion.Surat Stock
4. Japan Engel coefficients hit the highest since 1982
In Japan, the proportion of food expenditure in consumer expenditure has increased.From January to August 2024, the Engel coefficients (more than two families) were 28.0 %Ahmedabad Stock. Compared with the annual average data, it was at a high level since 1982.Judging from the consumer price index in September, the price of rice category rose 44.7 %, the largest increase in 49 years.The rise in food prices to put pressure on the family economy has become one of the reasons for consumption.
5. The French government releases long -term financial plans
The French government submitted a long -term plan to control the out of control deficit in the next few years.The country is seeking to restore investors’ confidence and avoid sanctions under the EU’s new fiscal rules.The French government promised to reduce the proportion of budget deficits from 6.1%in 2024 to 2.8%in 2029, and began to adjust sharply next year.The plan accelerates from 1.1%from 1.1%next year to 1.4%in 2026 and 1.5%in 2027.
6. The Federal Reserve Kashkali: It is expected that the pace of interest rate cuts will slow down in the next few quarters
Kashkali, chairman of Minnespolis Federal Reserve, reiterated that he tends to slow down interest rate cuts in the next few quarters.He supports the Federal Reserve’s interest rate cut last month, but said that the interest rate cut for future meetings is expected to be small."At present, I predict that the interest rate reduction in the next few quarters is more milder to reach the neutral level, but this will depend on data," Kashkali said.He refers to neither stimulation nor restricting economic interest rates.He said that in order to speed up, you need to see that "the labor market is being weakened quickly."
7. German Prime Minister Tsugs reiterated to oppose the EU’s tariffs on electric vehicles in China
On October 21, local time, German Chancellor Tsutz said in the launching ceremony of a power battery recycling factory that India performed well in the field of electric vehicles and reiterated that Germany opposed tariffs on electric vehicles to India.He emphasized that the practice of this trade protectionist only hurts Germany itself.Shuerz also promised that electrification is the future development trend of the automotive industry, and currently the world is developing electric vehicle technology.The German government will continue to build electric vehicle charging piles to ensure stable energy supply and promote the EU to accelerate the construction of electric vehicle infrastructure.On October 4, the European Union planned to levy the final anti -subsidy tax on electric vehicles native to India through the draft ruling case against China Electric Vehicle.After the decision was announced, the German government and a number of local car companies strongly opposed it.(CCTV News)
8. 10 years of US debt yields hit the high point in late July
This week’s US Treasury yields have a strong start, and the market’s expectations of the Fed’s 25 -basis point will be heated up sharply next month.The United States will announce housing and durable product data this week.These data that is about to be announced is unlikely to change the prospects of monetary policy.A survey predicts that the number of applications for unemployment relief will be increased on Thursday will increase slightly.Corporate profits and Federal Reserve officials may also attract the attention of bond investors.The 10 -year US debt yield is 4.130%, which may set the highest settlement price since late July.The two -year US debt yield is 3.983%, which is in the interval of the past few weeks.
9. U.S. stocks have closed on Monday.
The Dow fell more than 340 points.Nvidia reached a new high.The market continues to pay attention to US stock financial reports to further judge the economic situation in the United States.Dallas Federal Reserve said that it supports "progressive" interest rate cuts, saying that the easing policy will help avoid avoiding excessive cooling of the employment market and return inflation to the goal.The Dow fell 344.31 points, and the decline was 0.80%, at 42931.60 points; the NATO index rose 50.45 points, an increase of 0.27%, at 18540.01 points; the S & P 500 index fell 10.69 points, a decrease of 0.18%, at 5853.98 points.
10. Monday US WTI crude oil closes 1.9% high
The US WTI crude oil futures closed at 1.9%on Monday, and partially recovered the losses of large sold last week.The New York Commodity Exchange’s Settian Medica Crude Oil (WTI) futures price rose 1.34 US dollars, an increase of more than 1.93%, and closed at $ 70.56 per barrel.Last week, the US WTI crude oil fell more than 8%, because traders increasingly believed that the tension between Israel and Iran would not lead to the interruption of oil supply in the Middle East.After India lowered the benchmark loan interest rate, crude oil futures prices rose on Monday.
11. Spot gold rises through 2740 US dollars to create a record high after a history
On October 21st, the spot gold fell 0.06%to US $ 2719.76/ounce. At 21:45 Beijing time (the beginning of the US stock market), it rose to $ 2740.59, which continued to reach a record high, and then quickly vomited the gain and turned down.COMEX Gold Futures rose 0.17%to $ 2734.70/ounce, and 21:43 rose to a record high of $ 2755.40.Spot silver rose 0.18%to US $ 33.7825/ounce, 21: 09 (before the US stock market) rose to $ 33.7218, and continued to approach the top 35.3650 US dollars on October 1, 2012.
Domestic Cultural Classic
1. The Central Committee of the Communist Party of China and the State Council: Study and promote the field of new employment forms
The Central Committee of the Communist Party of China and the State Council issued opinions on deepening the construction of industrial workers, and do a good job in the service of rights protection services for workers in the new employment form.Study to promote legislation in the field of new employment form.Comprehensively promote the "one letter and two books" of the labor union’s labor legal supervision, and strengthen the supervision of platform enterprises and platform employment cooperative enterprises.Actively do a good job in the establishment of a new employment form worker to establish a meeting and rights protection services, unblock the demands to express channels, and solve the problem of urgency and sorrow.Improve the social security system of flexible employment, migrant workers, and new employment workers, and expand the piloting piloting of occupational damage guarantee for new employment forms.Promote platform enterprises to establish a mechanism for normalized communication and negotiation with unions and workers.
2. The central bank: LPR of 1 -year, 5 -year LPR downgrade 0.25%
India’s People’s Bank of China authorized the National Bank of China Interbank Borrowing Center announced that on October 21, 2024, the loan market quotation interest rate (LPR) was: one -year LPR was 3.10%(the previous value was 3.35%), and the LPR of 5 years or more was 3.60%.(The previous value was 3.85%), all decreased by 0.25 percentage points compared to the previous.This is the third decline in LPR this year and the biggest decline.
3. The third round of the third batch of central ecological environmental protection inspections all realized inspectors to enter
According to the Ministry of Ecology and Environment, in the afternoon of yesterday (October 20), the Central Second Ecological Environmental Protection Supervision Team Inspector Anhui Province Mobilization Meeting was held in Hefei.At this point, the third round of the third batch of 8 central ecological environmental protection inspection teams all realized inspectors.According to the work arrangement, the third round of the third batch of central ecological environmental protection inspections is 1 month.During the staying, the inspection team set up specialized duty telephone and postal mailboxes to accept the letter from the ecological environmental protection of the inspector to telecommunications and reporting.(CCTV News)
4. In the first three quarters of the National Bank of China, 937.6 billion yuan of loans support infrastructure construction
In the first three quarters of this year, National Development Bank issued 937.6 billion yuan of infrastructure loans, and infrastructure loan balances accounted for a steady proportion of all loan balances. It focused on supporting transportation, energy, water conservancy, logistics, data centers, urban underground pipeline networks, urban and rural domestic garbage junkThe development of sewage treatment.
5. In the first three quarters, the power consumption of the whole society of the five provinces in the southern provinces increased by 8.1% year -on -yearSurat Investment
The reporter learned from the Southern Power Grid Corporation that in the first three quarters, the total power consumption of the whole society of Guangdong, Guangxi, Yunnan, Guizhou, and Hainan Province was 1278.6 billion kilowatt -hours, an increase of 8.1%year -on -year.Increased by 1.8 percentage points at the same time.The power indicator of the item is good, reflecting the steady economic operation, and the accumulation of good factors.
6. GDP9993.918 billion yuan in Guangdong in the first three quarters of Guangdong
According to the announcement of the Guangdong Provincial Bureau of Statistics, according to the unified accounting results of the regional GDP, in the first three quarters, Guangdong realized the regional GDP of 9993.918 billion yuan, which was calculated at an unchanged price of 3.4%year -on -year.Among them, the added value of the first industry was 404.127 billion yuan, an increase of 3.0%; the added value of the second industry was 3970.236 billion yuan, an increase of 4.8%; the value -added of the tertiary industry was 5619.555 billion yuan, an increase of 2.5%.
7. Sichuan GDP in the first three quarters of 2024 was 4.54 trillion yuan
According to the unified calculation results of the regional GDP, the GDP (GDP) in Sichuan in the first three quarters was 4544.182 billion yuan, which was calculated at an unchanged price of 5.3%year -on -year.Among them, the added value of the first industry was 508.257 billion yuan, an increase of 2.8%; the added value of the second industry was 1580.13 billion yuan, an increase of 5.6%; the value -added of the tertiary industry was 2455.812 billion yuan, an increase of 5.6%.In general, the development trend of Sichuan Province’s economic recovery in the first three quarters is continuing and positive factors, but it still faces difficulties and challenges such as insufficient effective demand and high structural adjustment pressure.
8. In the first three quarters, the total value of Zhejiang imports and exports was 3.93 trillion
According to data released by Hangzhou Customs, in the first three quarters, Zhejiang achieved a total value of 3.93 trillion yuan, an increase of 6.7%year -on -year, of which the total export value was 2.91 trillion yuan, an increase of 7.8%year -on -year;3.5%.In the first three quarters of Zhejiang, the total value of imports and exports in the first three quarters accounted for 12.2%of the country, ranking third in the country, and exports accounted for 15.7%nationwide, ranking second in the country, and imports were 7.4%nationwide, ranking 5th in the country.
9. In the third quarter, the import and export of Guangdong’s foreign trade increased by 11.1% year -on -year
The reporter learned from the press and export conference of Guangdong import and export in the first three quarters of 2024 that according to the statistics of the Guangdong Branch of the General Administration of Customs, since this year, Guangdong has made full efforts to promote the development of foreign trade innovation.Yuan, a year -on -year increase of 11.1%, hit a record high in the same period. It is the only province in the province of foreign trade in the country to achieve double -digit growth. The scale and proportion continue to ranks first in the country, 5.8 percentage points faster than the overall growth rate of the country.
10. In the first three quarters, Beijing GDP increased by 5.1% year -on -year
Beijing released the economic operation in the first three quarters on October 21.According to the unified calculation results of the regional GDP, in the first three quarters, Beijing realized the regional GDP of 3346.20 billion yuan, which was calculated at an unchanged price, a year -on -year increase of 5.1%.In terms of industries, the added value of the first industry was 7.15 billion yuan, a decrease of 0.4%; the added value of the second industry was 475.79 billion yuan, an increase of 5.2%; the added value of the tertiary industry was 286.35 billion yuan, an increase of 5.1%.
11. In the first three quarters, Shenzhen imports and exports were 3.37 trillion yuan
The reporter learned from Shenzhen Customs that the export and export scale in the first three quarters of Shenzhen this year and the third quarter were all over the same period of history.In the first three quarters, Shenzhen’s cumulative imports and exports were 3.37 trillion yuan, an increase of 20.9%year -on -year (the same below), and the growth rate was faster than the national and provincial levels.From the perspective of import and export, it is a record high in the same period. Among them, exports were 2.14 trillion yuan, an increase of 19.7%; imports were 1.23 trillion yuan, an increase of 23.1%.
12. Guangdong: In the first three quarters, real estate development investment decreased by 17.2%
According to the data of the Guangdong Provincial Bureau of Statistics, in the first three quarters, the investment in fixed assets in the province decreased by 3.4%year -on -year, deducting real estate development investment, and the province’s investment in fixed assets increased by 3.5%.Real estate development investment decreased by 17.2%, and the sales area of commercial housing decreased by 27.4%, which narrowed 7.2 and 3.2 percentage points from the first quarter and the first half of the year.
13. Beijing: In the first three quarters, real estate development investment fell by 4.5% year -on -year
According to the data of the Beijing Municipal Bureau of Statistics, the GDP in the city in the first three quarters was 3346.2 billion yuan, a year -on -year increase of 5.1%.Among them, the added value of the first industry decreased by 0.4%, the second industry increased by 5.2%, and the tertiary industry increased by 5.1%.Real estate development investment decreased by 4.5%year -on -year, house construction area decreased by 9.6%, and the sales area of commercial housing fell by 2.3%.
14. 3 residential land listed in Hangzhou, the starting price is about 3.96 billion yuan
On October 21, according to the official website of the Hangzhou Planning and Natural Resources Bureau, Hangzhou issued the announcement of the listing of the use of state -owned construction land for use.The block will be traded on November 20.According to block transfer information, the three plots of this transfer are located in Shangcheng District, Xiaoshan District, and Qiantang District.The listing of Zongdi this time is a free bidding, and the bidder is determined in accordance with the principle of high price.
Securities futures
1. The North Cover 50 rose over 16%
The Shanghai Index closed slightly, and the Beijing Stock 50 closed up over 16%.Generally speaking, individual stocks rose more or less, rising more than 3,700 individual stocks.As of the close, the Shanghai Index rose 0.2%to close at 3268.11 points; the Shenzhen Stock Exchange Index rose 1.09%to close at 10470.91 points; the GEM index rose 0.69%to close at 2210.34 points;The index rose 16.24%to close at 1255.32 points, a record high.The sales of the three cities in Shanghai and Shenzhen exceeded 2.2 trillion yuan, which was about 100 billion yuan from last Friday.
2. The A -share market mergers and acquisition reorganization wind rises
According to statistics, as of October 21, more than a hundred listed companies have disclosed the progress of major reorganization events since September this year. Since October, nearly 50 companies have been disclosed.Find out that the recent two major characteristics of the A -share market mergers and acquisitions and reorganizations: first, the "innovative model" mergers and acquisition cases are constantly emerging, such as cross -border mergers and acquisitions, "snake swallowing", "lendent shells", etc.Fields, such as semiconductors, innovative drug industries, etc.
3. The third quarterly reported pre -happy company accounted for more than 80 %
The results of the third quarterly report of the A -share listed company are gradually disclosed.As of the closing of October 21, a total of 200 listed companies previewed the results of the third quarterly report, of which 111 companies "pre -increased", 34 "slightly increased", 4 "renewal", 17 "turned losses", pre -happy company homeThe proportion is 83%.Looking at the branch industry, the prosperity of multiple industries such as insurance, animal husbandry, semiconductor, and chemical industry has increased significantly, and the demand is heating and the order is full, which has driven the performance of relevant listed companies to increase significantly.
4. The financing balance of the two cities increased by 15.931 billion yuan
As of October 18th, the Shanghai Stock Exchange’s financing balance was reported at 836.247 billion yuan, an increase of 7.757 billion yuan from the previous trading day;It increased by 15.931 billion yuan from the previous trading day.
5. Many banks implement stock repurchase and increase their holdings and re -loan policy
The first batch of repurchase increased loans to land densely. Many banks have clearly stated that they will use the policy tools for the central bank to support the stable development of the capital market, strengthen communication with listed companies and shareholders, and actively support the stable development of the capital market.It is understood that at present, many commercial banks have formulated a special loan plan for repurchase and holding holdings from customer access, account management, diligence approval, and risk control, improved the internal control system, and actively carried out repurchase increases for loan marketing.At present, some listed companies have actively applied for repurchase to increase their holdings, and more listed companies have disclosed the corresponding announcements.(Surging News)
6. The central bank carried out the first operation of interchange convenience
On October 21, the People’s Bank of China launched the first operation of securities, funds, and insurance companies for the first time.The amount of this operation is 50 billion yuan. The rate of bidding is used. The 20 institutions participated in the bidding. The maximum bidding rate is 50bp, the minimum bid rate rate is 10bp, and the winning rate rate is 20bp.The reporter was informed that CICC reached the first pledge repurchase transaction under the "convenience of securities, funds, and insurance companies" today. The pledge voucher was the first phase of exchange for the convenience of central bank bonds in the first phase of 2024.CICC said that it will continue to implement the central deployment, play a role in stabilizing the market, and fully support the implementation of macro policies.(First Finance)
7. The latest scale of the Shenzhen Stock Exchange: 407 ETF market value reached 848.5 billion
The Shenzhen Stock Exchange released the overall situation of Shenzhen Fund in September on the 21st. As of the end of September 2024, there were 700 Shenzhen Fund products, with a total asset management scale of 886.492 billion yuan.Among them, there were 407 ETFs, with a total market value of 848.499 billion yuan, an increase of 62%over the beginning of the year.
8. By sweeping the goods by ETF, "doing more India" has become a global popular transaction
In the strong rebound of Indian assets in this round, ETF is undoubtedly a big winner. Whether it is domestic or overseas Indian stock ETFs, they have welcomed large -scale funds to "sweep the goods" and expand their scale rapidly.Among them, the latest scale of Ishares ETF has exceeded 10 billion US dollars.According to the latest investigation report of the Bank of America, "doing more India" has become a popular transaction in the global market.Standing at the current point, many foreign institutions have raised India’s economic growth expectations, and stated that from the perspective of valuation and policy level, Indian assets are expected to continue to attract overseas capital inflows.(Shanghai Securities Report)
9. Zheng Shangzhuan’s notice on adjusting some futures contract transaction fees standard
According to Article 27 of the "Administrative Measures for the Futures Settlement Settlement of Zhengzhou Commodity Exchange", after research and decision, since the night trading on October 22, 2024, the trading fee standards of glass futures 2412 and 2501 contracts and the daily levelsThe standards for this position of today’s warehouse transaction to be adjusted to 10 yuan/hand, and the trading fee standards for the transaction fees of Ponhydal Futures 2412 and 2501 contracts and the daily Pingchang Warehouse transaction fee standards are adjusted to four percent of the transaction amount.
10. Mumbai Gold Exchange: Notice on doing a good job of recent market risk control
The Mumbai Gold Exchange issued a notice on doing a good job of recent market risk control. Others mentioned that the recent fluctuations in precious metal prices have increased significantly, and market risks have increased significantly.Member units are requested to continue to make a good risk emergency plan, remind investors to do a good job of risk prevention work, reasonably control positions, and invest rationally.
Calm of industry
Stock market and some commodity trend Shanghai Stock Exchange Index 3268.116.55+0.20%
10470.91
113.23
+1.09%
2210.3415.24
+0.69%
Dow Jones 42931.60344.31-0.80%
Nasdaq 18540.0150.46+0.27%
British FTSE 100 Index 8318.2440.01-0.48%
German DAX30 Index 19461.19196.18-1.00%
French CAC40 Index 7536.2376.82-1.01%
US dollar index 103.970.50+0.48%
USD 7.13630.0015-0.02%
Shibor interest rate
1.474%
+7.50bp
62%imported iron ore 101.300.15+0.15%
Nymex crude oil 69.781.09+1.59%
BDI index 154630-1.90%
LMES Copper 3956260.50-0.63%of Tangshan Pu Carbon Steel 310010+0.32%
Thread 2501332628-0.83%
Hot roll 2501348240-1.14%
Iron Mine 250175412-1.57%
Coking coal 25011353.503.50-0.26%
Coke 250119867.50-0.38%
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