Evergrande, the latest announcement! Real estate stocks, rebound

　　On October 20, class A shares fell below 3,000 points.

　　The broader market continued to adjust throughout the day, and the three major indexes all hit new lows for the year.Lost 3,000 points. As of the close, the Shanghai index fell 0.74%, the Shenzhen index fell 0.88%,Down 0.88%.In terms of sectors, lithium mining, real estate,Power equipment and other sectors are among the top gainers, with lithography machines, CPO,Satellite navigation and other sectors led the decline.

　　Shanghai and Shenzhen trading volume 731.70 billion yuan today, compared with the previous trading day shrinking 81 billion yuan. Northbound funds sold a net 1.646 billion yuan throughout the day, of whichNet purchase 637 million yuan,Net sales 2.283 billion.

　　Following the collective action of 10 central enterprises on October 16, a central enterprise listed company also disclosed the increase in holdings andOn the evening of October 19, another seven central enterprises controlled listed companies or their majorAnnounced an increase or repurchase plan to convey confidence in development with real money.So far, in just four days, 19 listed companies of central enterprises have joined the repurchase team.

　　recentlyIt is pointed out that the "bottom of the market" characteristics of the class A share market appear, and the broader market may continue to trend repeatedly. Whether it falls below 3,000 points is no longer important. From the perspective of historical laws, it is better to explore new investment opportunities and pay attention to the industries and stocks that have recently stabilized and strengthened against the trend.

　　It is believed that the moderate recovery of our country’s economy in the fourth quarter will continue, and various positive factors favorable to China’s assets are accumulating. It is expected that the market downward space is limited, and the upward direction is not yet clear. It is recommended to gradually increase the position.

　　October 20,The hearing, originally scheduled for October 25, 2023, in the U.S. Bankruptcy Court for the Southern District of New York, will be postponed.

　　Plate collective adjustment

　　In terms of decline, the plate collectively adjusted, and the direction of lithography machines led the decline.Limit down. Top stocks continued to fall sharply,,,Wait for the limit to drop.

　　Real estate sector rises

　　The real estate sector rebounded today.,,By the daily limit.,,Wait for the rise.

　　According to the data from the National Bureau of Statistics, in September, the sales prices of new commercial housing in first-tier cities were flat month-on-month, and the year-on-year increase expanded. Second-hand housing rose month-on-month, and the year-on-year decrease narrowed. Sales prices of commercial housing in second- and third-tier cities fell month-on-month, with year-on-year increases and decreases.

　　Sheng Laiyun, deputy director of the National Bureau of Statistics, said that the optimization policy of real estate is being released continuously and has a positive effect. There is still a process to play the policy. Real estate is generally in an adjustment stage, and policy implementation must be done well in the later stage.

　　In addition, following the extension of the maximum loan period for the purchase of existing housing by the housing provident fund and the adjustment of policies such as talent housing in Lingang New Area, Shanghai has once again optimized the provident fund loan policy.

　　A few days ago, the Shanghai Municipal Housing Provident Fund Management Committee reviewed and approved the "Notice on Optimizing the Identification Standards for Individual Housing Loans in the Municipal Housing Provident Fund". Compared with the previous provident fund loan policy, the latest policy mainly relaxed the identification standards for first suites.

　　The research report said that the current real estate industry is in the policy support period and the effect observation period. According to the calculation of liquidity indicators, even under the assumption that sales in the second half of the year continue to be weak in the first half of the year, the possibility of new liquidity problems in the top real estate enterprises during the year is still low. Follow-up recommendations focus on the disposal mode and clearing process of housing enterprises with stock problems.The industry’s risk exposure to real estate enterprises is prudently controllable, and the risk exposure is currently in the middle and late stages.

　　It is believed that demand-side policies have been gradually released, and it is expected that more cities will better implement and optimize real estate policies, and form a joint force with other packages of economic policies to jointly promote economic recovery and stabilize residentsExpectations and home purchase demand. Optimistic about cities with abundant supply elasticity and high-quality real estate companies with abundant value and strong replenishment capabilities in mainstream cities.

　　The wind power sector is active

　　The wind power sector rose today, led by offshore wind power.20CM daily limit,,,By the daily limit.Up more than 10%,,Wait for an increase of more than 7%.

　　National Energy AdministrationAnd Wang Dapeng, Deputy Director of the Renewable Energy Department, at Beijing InternationalThe conference said that in the next step, the National Energy Administration will adhere to China’s national conditions and reality, anchor the peak carbon dioxide emissions carbon neutrality target, strengthen the top-level design, and promote the high-quality leap development of wind power. It will combine the key tasks identified in the "14th Five-Year" renewable energy development plan to increase policy supply, improve the system and mechanism, and issue relevant policies for the development and construction of deep-sea and far-sea wind power as soon as possible. Actively promote the large-scale development of offshore wind power, organize and carry out far-reaching offshore wind power demonstration, and promote the continuous reduction and efficiency of offshore wind power by supporting technological and model innovation.

　　In fact, offshore wind power catalysis has been positive recently. Recently, the Guangdong 7GW sea breeze competition project was released, the Jiangsu Guoneng Longyuan Sheyang 1GW sea breeze project was approved in the early stage, the Guoxin Dafeng project sea area use application was publicized, and the Three Gorges Dafeng project was invited to carry out construction design. All of these indicate that the sea breeze constraints have been lifted and the offshore wind power construction process has continued to accelerate.

　　The research report pointed out that the global new wind power installed capacity will continue to maintain steady growth, with offshore wind power growing fasterIn the case of falling unit prices, the large-scale unit, the choice of unit technology route, the localization of parts and the application of cost-reducing components deserve attention; the whole machine enterprises and parts enterprises are actively exploring overseas markets. Although they face some challenges, they still have obvious competitiveness with good product performance and service, and some of them have obvious advantages. Comprehensive market, technology and overseas market development, it is recommended to pay attention to the links of pile foundation, submarine cable, elevator and bearing.

　　The commercial retail sector rose abnormally

　　Up more than 5%,,And so on.

　　According to the National Bureau of Statistics, in September,The year-on-year increase was 5.5%, an increase of 0.9 percentage points from the previous month, and the growth rate accelerated for two consecutive months, indicating that consumption has entered the peak season of "gold nine silver ten".

　　Institutional analysis believes that the end point retail orders of the industry’s leading brands will start to improve month-on-month, and the improvement of end point retail will drive the fourth quarter operation beyond expectations.

　　11 connected plates

　　"Popularity King" continued to soar, rising by the limit again today.

　　The data shows that it went public within the year of exclusionandAfter that, the 11-plate tiedSince September 28, Shenglong shares have risen by the limit for 11 consecutive trading days, with a cumulative increase of more than 185%. It has become a veritable "demon king" in the eyes of investors since the second half of the year.

　　The strengthening of Shenglong shares, andThe explosion of the concept is closely related. Shenglong shares previously said that the company has developed through Qingshan Industry, Chongqing Xiaokang, etcIt is equipped with electronic oil pumps and other products, and has obtained project designation. And the recently popular Q Jie M7 is the latest product jointly created with Huawei.

　　However, Shenglong shares issued the latest risk warning announcement on the evening of the 19th, saying that in 2022 and 2023 semi-annual, the company will provide supporting oil pumps and other products19.151 million yuan and 10.2288 million yuan respectively, accounting for 1.29% and 1.5% of the company’s operating income, accounting for a relatively small proportion, and the profit and loss generated by the project has minimal impact on the company.

　　In the first half of 2023, Shenglong shares achieved total operating income of 684 million yuan, an increase of 2.93% year-on-year2724.58 million yuan, a year-on-year decrease of 35.18%; non-net profit 4.3799 million yuan, a year-on-year decrease of 86.05%.

　　Up more than 15%

　　The concept stocks rose sharply in the afternoon, rising more than 15%.

　　The midday announcement said that the company recently received the US FDA’s on-site inspection report (EIR) for Pingshan Branch, and the preparation production base of Pingshan Branch passed the FDA’s on-site inspection. This cGMP (Current Drug Production Quality Management Practice) inspection covers one workshop and three workshops, and the products are Cetrarec Acetate and Liraglutide Injection for Injection.

　　What is it?

　　The hearing originally scheduled for October 25 in the U.S. Bankruptcy Court for the Southern District of New York has been postponed

　　On October 20, the announcement of the listing on the Hong Kong Stock Exchange said that based on the company’s current situation and consultations with consultants and creditors, the company is revising the proposed changesTo match the objective circumstances of the company and the requirements of creditors. In view of the above, the Agreement Arrangement Approval Hearing in respect of the Hong Kong Evergrande Agreement Arrangement originally scheduled for October 16 and 17, 2023 at 10:00 am (Beijing time) and the Agreement Arrangement Approval Hearing in respect of the Space-based Agreement Arrangement were cancelled. The Agreement Arrangement in respect of the Cayman Islands Evergrande Agreement Arrangement originally scheduled for October 5, 2023 at 10:00 am (Cayman Islands time) approved the hearing to be postponed indefinitely. The Agreement Arrangement in respect of the Scenic Agreement Arrangement originally scheduled for October 3, 2023 at 10:00 am (BVI time) approved the hearing to be postponed indefinitely. In addition, the company’s application to the United States Bankruptcy Court for the Southern District of New York for recognition of an offshore workout agreement arrangement under the legal systems of Hong Kong and the British Virgin Islands (BVI) under Chapter 15 of the United States Code has been postponed from the hearing originally scheduled for October 25, 2023 in the United States Bankruptcy Court for the Southern District of New York.