Good morning, everyone.~ Morning Post will first take you to take a look at the hot spots of individual stocks in the global market over the past 24 hours.

In the technology sector, Invida is down 4.25%, TSMC is down 4.07%, Asmai is down 2.35%, Intel is down 1.51%, Apple is down 1.41%, and Oracle is up 1.45%. In the cyclical consumer sector, Amazon fell 1.59% and Alibaba fell 1.24%. In the non-cyclical consumer sector, Guizhou Moutai fell 2.11%, Procter & Gamble rose 0.97%, and Pepsi rose 0.37%. In the financial services sector, JPMorgan fell 2.28%, Bank of America fell 2.34% and MasterCard fell 0.8%. In the communications services sector, Disney fell 2.63% and Netflix fell 2.33%. In the health care sector, Pfizer rose 0.65%, Lilly rose 0.48%, and Johnson fell 0.16%.

Us stocksOn the other hand, the three major indexes closed down, with the Dow down 0.86%, the S & P 500 down 0.75% and the Nasdaq down 0.8%.

The oil and gas sector fell sharply, Caron oil fell by about 10%, and western oil fell by more than 4%. The general education stock is down more than 11%, the good future is down more than 9%, and Tencent Music is down more than 5%. Moderna rose more than 10%, the biggest one-day gain since March and a record close.

Let's review the situation in other markets around the world, A shares.The size index collectively closed down, with the Prev down 0.71 per cent at 3539 points, the Shenzhen Composite Index down 1.3 per cent at 14972 points and the gem Index down 2.96 per cent at 3432 points. Individual stocks in the two cities rose less or fell more, and the turnover exceeded 1 trillion yuan for the 12th consecutive trading day.

In terms of power batteries, sodium ion batteries were active, lithium stocks accelerated their decline in late trading, Ningde era fell 6.51%, electrolytes and diaphragms fell across the board, Enjie shares fell by the daily limit, and Shida Shenghua hit the limit and fell nearly 9% in late trading. Upstream lithium electricity plates such as phosphorus chemical industry and fluorine chemical industry rose against the trend, and more than a dozen shares rose by the limit or more than 10%.

In terms of Hong Kong stocksThe Hang Seng Index rose 0.03% to 28004 points, the National Index fell 0.21% to 10152 points, and the Hang Seng Technology Index fell 0.61% to 7614 points. Turnover in the market was HK $153.6 billion, with a net inflow of HK $2.116 billion from southward.

The rise of military stocks led the rise of the plate, OLED concept stocks rose sharply, medical and American concept stocks were active again; steel stocks, paper stocks, rare earth stocks, coal stocks, aviation stocks, pharmaceutical stocks rose; semiconductor stocks and gas stocks were in the doldrums throughout the day, while education stocks continued to fall. Large technology stocks were mixed, with Xiaomi up nearly 5% and Kuaishou down 2.4%.

全In terms of the price of the ball's major assets, WTI August crude oil futures closed up 16 cents, or 0.22 percent, at 71.81 U.S. dollars per barrel, down nearly 4.0 percent this week, the biggest weekly decline since March. Brent September crude oil futures closed up $0.12, or 0.16%, at $73.59 a barrel. COMEX august gold futures closed down 0.8% at $1815.00 an ounce, up about 0.2% this week and rising for the fourth week in a row.

What are the things worth paying attention to since yesterday morning? Let's take a look.

1. Yi Huiman: resolutely prevent the disorderly expansion of capital and the "creation of wealth" in violation of laws and regulations

Yi Huiman pointed out that he will unswervingly take the road of the development of the capital market with Chinese characteristics. Persist in combining the general laws of market development with national conditions and city conditions, especially in the process of steadily promoting the reform of the whole-market registration system, strengthen the scientific grasp of key issues such as the supervision of information disclosure, the normalization of IPO, the due diligence of intermediary agencies, and the prevention and control of clean risks, so as to better reflect Chinese characteristics and the characteristics of the stage of development. We will speed up efforts to improve the judicial system and mechanism for securities law enforcement, promote the normalization of litigation by special representatives in securities disputes in an orderly manner, and continue to improve a three-dimensional and organic insurance system. We should do a good job at the entrance to the capital market, strengthen regulatory cooperation with relevant parties, and resolutely prevent the disorderly expansion of capital and the "creation of wealth" in violation of laws and regulations.

two。 The first day of launch of the national carbon emission rights market got off to a good start.

The first day of the launch of the national carbon emissions trading market got off to a good start. As of the close of the day, the latest price of carbon quota was 51.23 yuan / ton, an increase of 6.73%, and the average price was 51.23 yuan / ton. The highest price of the day is 52.80 yuan / ton and the lowest price is 48 yuan / ton. The total transaction volume is 4.104 million tons, with a total transaction volume of 210 million yuan.

3. Xiaomi's global smartphone market share has risen to the second place in the world.

In the early morning of the 16th, Lei Jun, chairman of Xiaomi Group, also posted that Canalys had just released the ranking of global smartphone market share in the second quarter, and Xiaomi surpassed Apple in phone sales to become the second largest in the world for the first time. According to the data, Xiaomi's global smartphone market share reached 17%, an increase of 83% compared with the same period last year.

4. The new P50 series of Huawei will be released on July 29.

Huawei's new P50 series will be launched on July 29 and may carry Snapdragon 888 series 4G chips and Kirin 9000 5G chips, according to Huawei insiders. It is worth mentioning that the P50 series may be Huawei's first pre-built Hongmeng system.

5. Seven departments, including the State Internet Information Office, are stationed in Didi to carry out network security review.

A responsible comrade of the Network Security Review Office said that according to the arrangement of network security review, on July 16, the State Internet Information Office, together with the Ministry of Public Security, the Ministry of State Security, the Ministry of Natural Resources, the Ministry of Transport, the State Administration of Taxation, and the General Administration of Market Supervision, jointly stationed in DiDi Science and Technology Co., Ltd., to carry out network security review.

6. Ministry of Industry and Information Technology: section 245 has been removed from the shelves and refuses to reform. APP will issue regulations on the protection of personal information in the near future.

Zhao Zhiguo, spokesman for the Ministry of Industry and Information Technology, pointed out that various departments are continuously strengthening the governance of APP. The Ministry of Industry and Information Technology has carried out rectification actions against the rights and interests of APP users, inspected 760000 APP, notified 748 illegal APP, and removed 245 APP that refused to correct. Recently, the Ministry of Industry and Information Technology, together with relevant departments, plans to jointly issue the "interim provisions on the Management of personal Information Protection of Mobile Internet applications" to further improve the governance of APP norms.

7. The Shanghai Stock Exchange issued a reminder on the increase of stamp duty on stock transactions on the Hong Kong Stock Exchange.

The SSE noted that with effect from August 1, 2021, stamp duty on stock transactions in the Hong Kong market has been raised from 0.1 per cent of the transaction value to 0.13 per cent of the transaction value. In accordance with the relevant provisions of Article 76 of the measures for the implementation of the Shanghai-Hong Kong Stock Connect of the Shanghai Stock Exchange, investors shall pay the relevant fees in accordance with the relevant provisions of the Stock Exchange market when conducting Hong Kong Stock Connect transactions under the Shanghai-Hong Kong Stock Connect.

8. HKEx: average daily turnover in June was HK $145.5 billion, up 16% from a year earlier

According to data released by the Hong Kong Stock Exchange, the total market value of the securities market was HK $52.8 trillion at the end of June, up 39% from HK $37.9 trillion in the same period last year. The average daily turnover in June was HK $145.5 billion, up 16% from HK $125.6 billion in the same period last year. The average daily turnover in the first six months was HK $188.2 billion, up 60 per cent from HK $117.5 billion in the same period last year.

9. Both ideal Motor and Weilai have applied for secondary listing in Hong Kong.

According to media reports, ideal Motors submitted an application for listing to the Hong Kong Stock Exchange at the end of May, with Goldman Sachs as one of its sponsors. Xilai submitted its application for secondary listing in Hong Kong in the third week of March. Xilai actually submitted its application in Hong Kong earlier than dual-listed Xiaopeng, but it has not been approved by the HKEx, mainly because it involves the shareholding of user trusts. In this regard, the head of the ideal Automobile Public Relations Department said that he did not know about it and did not receive this part at present.

10. CSRC: China Telecom will hold a meeting on July 22.

The CSRC is scheduled to hold the 78th working meeting of the issuance Review Committee in 2021 on July 22, 2021, according to China Telecom, which will hold a meeting on July 22.

11. Hong Kong Securities Regulatory Commission: no entity under the Yuan an Group has been licensed

The Hong Kong Securities and Futures Commission (SFC) has noted that Yuan an has provided stock token trading services in a number of jurisdictions and is concerned that these services may also be provided to Hong Kong investors. The SFC needs to make it clear that no entity under the Yuan an Group has been licensed or registered to conduct "regulated activities" in Hong Kong. Yuan an, a trading platform, said stock tokens would not be available for purchase immediately on the trading platform, and other support would end in October.

twelve。 Wen's shares: estimated loss of 2.26 billion-2.56 billion yuan in the first half of the year

Wen's shares are expected to return to their mother's net profit loss of 2.26 billion-2.56 billion yuan in the first half of 2021, a year-on-year loss. During the reporting period, the company sold 4.6873 million pigs, and the average sales price of wool pigs was 23.33 yuan / kg, down 31.34% from the same period last year. Coupled with the continuous rise in feed raw materials to push up breeding costs, the company's pig business profits dropped sharply compared with the same period last year, resulting in a large loss. The company made provision for inventory price decline, as well as equity incentive fees and other performance, totaling about 700 million yuan.

13. Oriental Wealth: semi-annual non-consolidated net profit of Oriental Wealth Securities increased by 82% year-on-year.

Oriental Fortune Securities Co., Ltd., a subsidiary of Oriental Wealth, made unaudited non-consolidated financial statements for the first half of 2021, with total operating income of 3.114 billion yuan, an increase of 66.39% over the same period last year, and net profit of 2.071 billion yuan, an increase of 81.75%.

14. The net profit in the first half of the year increased by 28.85% compared with the same period last year.

The net profit in the first half of the year was 1.114 billion yuan, an increase of 28.85% over the same period last year. The increase in sales of the core products and its holding subsidiary Fujian Panzai Cosmetics Co., Ltd. (merger) led to an increase in operating profit.

15. Gree Electric Appliance: it has spent 3.677 billion yuan to buy back 1.17% of the shares.

Gree Electric Appliance announced that as of July 14, the company's third phase of the repurchase plan has accumulated 70.1999 million shares of the company through a buyback special securities account, accounting for 1.1669% of the company's total share capital as of July 14, with a maximum transaction price of 56.11 yuan per share and a minimum transaction price of 48.82 yuan per share, with a total payment of 3.677 billion yuan.

16. Ganfeng Lithium: Ganfeng International's offer to acquire Canada's Millennial Company involves investment in mining rights.

Ganfeng Lithium announced that Ganfeng International or its wholly-owned subsidiary made an offer to acquire Millennial of Canada, the share price of this transaction is C $3.60 per share, and the transaction amount does not exceed C $353 million. Millennial's main assets are the Pastos Grandes Lithium Salt Lake project in the Argentine province of Salta and the Cauchari Eas lithium salt lake project in the Argentine province of Jujuy.

1. Central bank: continue to steadily promote the digital RMB R & D pilot without a preset launch schedule

The central bank yesterday released a white paper on the progress of research and development of China's digital renminbi, the first time the people's Bank of China has disclosed the research and development of the digital renminbi to domestic and global systems. Among them, it is proposed to continue to steadily promote the pilot research and development of digital RMB without a preset timetable for launch; foreign residents who come to China in the short term can open digital RMB wallets without mainland bank accounts; digital RMB insists on M0 positioning without interest payment, in order to reduce competition with bank deposits; digital RMB and electronic account funds of designated operating institutions are universal.

In addition, Mu Changchun, director of the Institute of Digital money of the people's Bank of China, and others revealed at a media briefing on the "White Paper on the Progress of Research and Development of China's Digital RMB."

two。 Us Treasury Secretary Yellen calls on the President to convene a working Group meeting on stable currency

Treasury Secretary Yellen announced plans to convene the Biden administration's Financial Markets working Group (PWG), the Office of the Comptroller of the currency and the Federal Deposit Insurance Corporation to discuss interdepartmental work on stable currencies. The group will meet next Monday, July 19. Ms Yellen said the coalition of regulators would enable us to assess the potential benefits of stable currencies while mitigating the risks they could pose to users, markets or the financial system. Given the rapid growth in the size of digital assets, it is important for institutions to cooperate in regulation in this area. The PWG will review the current regulation of stable currencies, identify risks and make recommendations to address them, and written recommendations are expected in the coming months.

3. SASAC of the State Council: the net profit of central enterprises reached 244.62 billion yuan in June, up 46.9% from the same period last year.

The SASAC of the State Council said that in June, the net profit of central enterprises reached 244.62 billion yuan, an increase of 46.9 percent over the same period last year, an increase of 30.7 percent from the previous month, and an increase of 54.3 percent over June 2019. Both cumulative net profit and monthly net profit reached record highs.

4. National Energy Administration: by the end of June, the country's installed power generation capacity was about 2.26 billion kilowatts, an increase of 9.5 percent over the same period last year.

According to the National Energy Administration, as of the end of June, the country's installed power generation capacity was about 2.26 billion kilowatts, an increase of 9.5 percent over the same period last year. Among them, the installed capacity of wind power is about 290 million kilowatts, an increase of 34.7% over the same period last year. The installed capacity of solar power generation is about 270 million kilowatts, an increase of 23.7% over the same period last year. From January to June, the cumulative average utilization of power generation equipment nationwide was 1853 hours, an increase of 119 hours over the same period last year. Of this total, 3805 hours were for nuclear power, an increase of 286 hours over the same period last year, and 1212 hours for wind power, an increase of 88 hours over the same period last year.

4. There will be 50 billion yuan reverse repurchase due in the open market of the central bank next week.

Next week, 50 billion yuan of reverse repurchase expires in the open market of the central bank, of which 10 billion yuan is due from Monday to Friday, with no positive repurchase and central bank notes due.

5. The Bank of Japan keeps the benchmark interest rate-0.1% unchanged

The BoJ left its benchmark interest rate unchanged at-0.1 per cent and its 10-year yield target around 0 per cent, in line with market expectations.

1. National Development and Reform Commission: coal reserves will be further expanded

The NDRC said that the country is promoting the building of coal reserve capacity, and the overall goal is to form a coal reserve capacity equivalent to 15% of annual coal consumption, about 600 million tons, of which the government can dispatch no less than 200 million tons of coal reserves. Accept the direct dispatch of national and local governments, and the other 400 million tons are enterprise inventory, which is adjusted through the minimum and maximum inventory system. In the next step, we will speed up the construction of a reserve capacity of more than 100 million tons, and at the same time promote more coal storage in the reserve facilities that have already been put into operation, strengthen management, speed up turnover, and ensure that coal reserves can play a role in a timely and effective manner.

two。 The sudden letter paper prices of the three giants of the paper mill have all risen by 500 yuan / ton.

In the last three days, Chenming, APP and Wanguo Paper have issued price increase letters one after another, claiming that due to the high cost of raw and auxiliary materials and other aspects, the production and operation of white cardboard, coated card products increased by 500 yuan / ton.

3. Scrap steel of Shagang increases 80 yuan / ton to reduce production of power-limited steel enterprises.

The price of scrap in Shagang has been raised by 80 yuan per ton since July 17, 2021, and the specific price of scrap is subject to the price of 2021-F23. At present, only a very small number of steel mills in Henan Province have not received the notice of power cut, and the construction steel rolling lines of other manufacturers are basically in a state of full stoppage. Now the average capacity utilization rate has dropped significantly, now it is about 22.85%.

4. European car sales in the first half of the year decreased by 2 million compared with the same period in 2019.

In the first half of this year, European car sales fell by nearly 2 million compared with two years ago, and the recovery of the European auto industry lags behind that of the United States and China. According to the European Association of Automobile Manufacturers, the number of car registrations increased by 13% in June compared with the previous year, bringing the number of car registrations in the first half of this year to 6.49 million. Although this figure is up 27% from the first half of last year, it is well below the level of sales in the industry before the outbreak.

5. Expanding production of Ternary precursor of Lithium Battery to promote continuous upstream of Nickel Sulfate

Since the beginning of this week, Jinchuan, Jilin Nickel and other enterprises have raised the ex-factory price of nickel sulfate for the second time, reaching 37500 yuan / ton, a new high in nearly 5 months. Huachuang Securities pointed out that although imported nickel wet smelting intermediates used for the production of nickel sulfate are arriving in Hong Kong one after another, downstream ternary precursor manufacturers are expanding production, leaving nickel sulfate in a state of structural shortage. it is expected that the next wave of concentrated mining and sales will push up the price of nickel sulfate.

6. Passenger Association: sales of 44000 pick-up trucks in June fell 22% compared with the same period last year.

According to the Federation of passengers, 44000 pick-up trucks were sold in the market in June 2021, down 22 per cent from June 2020 and 8 per cent from May this year. The pickup market continues to maintain a strong trend in the second quarter of 2021. The total number of pick-up trucks increased by 9% in 2020, which is also a strong growth compared to the pickup market in 2019.