In the third quarter, the income and benefits of central enterprises both increased positively, and the net profit increased by over 30% year-on-year.
The Ministry of Finance issued the Notice on Launching the Pilot Work of Government Procurement Supporting Green Building Materials to Promote Building Quality Improvement.
Market review
Market comments: the index shrinks and rebounds, grasping the rhythm of hot plate rotation.
Automobile industry: The data of "Jin Jiu" industry picked up, and the automobile market improved in the fourth quarter.
New stock tips
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Futures information
Metal energy: gold 404.66, up 0.27%; Copper 52030, up1.25%; Rebar 3629, up 0.30%; Rubber 14945, up by 5.02%; The PVC index was 6820, up by 0.44%; Zheng Chun 2062, up1.43%; Shanghai Aluminum 14690, down 0.54%; Shanghai nickel 12 1870, up1.92%; Iron ore was 792.5, up 0.83%; Coke 2 1 19.5, up by 0.98%; Coking coal 1347.0, up by 0.75%; Brent oil was 42.8, up 0.42%; Glass 1347, up by 0.75%; Lpg36 36,865,438+0, down 0.35%; Rubber plate 209, up 2.13%; Soda 1632, up by 0.49%; PP 782 1, up 0.86%;
Agricultural products: soybean oil 6990, up1.84%; Corn 2586, down 0.27%; Palm oil 5970, up1.88%; Zheng Mian 147 10, down 0.51%; Zheng Mai 2696, down 0.74%; White sugar 5357, down 0.02%; Apple 78206, up 0.32%; Jujube 10095, down 0.39%; Douyi 4884, down 0.08%; Rapeseed 5299, down 0.24%;
Exchange rate: Euro/USD 1. 1822, up 0.43%; USD/RMB 6.6643, down 0.22%; USD/HK$ 7.75, down 0.00%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
Main recommendations
1 and in the third quarter, the income and benefits of central enterprises both increased positively, and the net profit increased by over 30% year-on-year.
The reporter learned from the press conference of the State Council Office today that in the third quarter, the income and benefits of central enterprises achieved positive growth simultaneously. Peng, secretary-general and spokesman of the State-owned Assets Supervision and Administration Commission of the State Council, said that in the third quarter, central enterprises realized operating income of 7.8 trillion yuan, a year-on-year increase of1.5%; The net profit was 474.8 billion yuan, a year-on-year increase of 34.5%.
The data shows that in the third quarter, central enterprises realized operating income of 7.8 trillion yuan, a year-on-year increase of1.5%; Among them, the operating income in September was 2.8 trillion, a year-on-year increase of 4.3%, and the monthly growth rate reached the best level this year; In the first three quarters, the central enterprises realized a total operating income of 2 1. 1 trillion yuan, and the income decline narrowed from 7.8% in the first half to 4.6% in the first three quarters.
At the same time, in the third quarter, the central enterprises achieved a net profit of 474.8 billion yuan, a year-on-year increase of 34.5%, of which the net profit in September was 204.63 billion yuan, the best level in the same period in history; In the first three quarters, the accumulated net profit was 91335 million yuan, and the decline in benefits narrowed from 37.7% in the first half to 13.6%.
Source: China Economic Net
Comments: Central enterprises play an important role in the national economy. In the third quarter, the income and benefits of central enterprises achieved positive growth simultaneously, especially in September, which was the best level this year. This is a macro-level positive, which is conducive to boosting market confidence and supporting the market to continue its rebound trend.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. The Ministry of Finance issued the Notice on Launching the Pilot Work of Government Procurement Supporting Green Building Materials to Promote Building Quality Improvement.
The Ministry of Finance issued the "Notice on Launching the Pilot Work of Government Procurement to Support Green Building Materials to Promote Building Quality Improvement", requiring the formation of government procurement demand standards for green buildings and green building materials. The pilot cities are Nanjing, Hangzhou, Shaoxing, Huzhou, Qingdao and Foshan.
Source: shanghai securities news.
Comments: The government procurement of green buildings and green building materials in pilot cities will bring development opportunities for leading enterprises mainly engaged in green buildings, green building materials architectural design, building materials and other industries. It is expected that related concept stocks will have active performance opportunities in the short term.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Market review
1, market comments: the index shrinks and rebounds, grasping the rhythm of hot plate rotation.
On Tuesday, the market index of the two cities fluctuated higher, and the total market turnover decreased significantly compared with Monday. Specifically, the Shanghai Composite Index rose 0.47% to close at 3328. 10. The Shenzhen Component Index rose 1.36% to close at 13603.9; Growth enterprise market index rose 1.89% to close at 2740.58 points.
On the surface, GEM registered sub-new shares, automobile manufacturing and auto parts stocks, liquor stocks and food and beverage stocks were among the top gainers, while agricultural stocks that performed strongly yesterday performed poorly. Judging from the trend, the index will rebound after stepping back, and it will still fluctuate mainly in this range in the short term.
In operation, at this stage, the hot spots rotate rapidly, so it is not recommended to chase up the stocks with large gains on that day and avoid the stocks with high stagflation; In terms of opportunities, we pay attention to the expected Apple industrial chain stocks, low-valued non-ferrous coal stocks, insurance sectors and brokerage sectors with exponential attributes, and photovoltaic, new energy vehicles and military sectors with repeatedly active institutions.
(Investment consultant Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)
2. Automobile industry: The data of "Golden 9" industry picked up, and the automobile market improved in the fourth quarter.
According to the data of China Automobile Association, in September, 2020, the national automobile production and sales were 2.524 million and 2.565 million respectively, up by 19. 1% and 17.4% respectively from the previous month and up by 14. 1% respectively from the same period last year. Production and marketing have achieved positive growth for six consecutive months, and both ends of production and marketing of China automobile industry continued to pick up obviously in September. From June to September, 2020, the production and sales of automobiles were16.957 million and 1765, 438+065 and 438+060 million, respectively, down 6.7% and 6.9% year-on-year, and the decline was 2.9 and 2.8 percentage points narrower than that in the first eight months of 2020.
? Source: China Automobile Industry Association.
Comments: Industry data continued to pick up, and car companies sold well in the third quarter. With the release of three quarterly reports by listed companies this month, it is expected that the performance of listed companies in the automobile and parts sector will continue to pick up. It is suggested to pay attention to automobile manufacturing head enterprises and high-quality parts enterprises.
(Investment consultant Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)