A-Share Pre-Market Report | Childcare Subsidy Scheme Announced! 3600 Yuan Per Year for Children Under 3, MIIT Talks About Auto Industry Deconcentration
Pre-Market News
1, Childcare Subsidy Scheme Announced! 3600 Yuan Per Year for Children Under 3, Experts Explain Six Hot Topics
Type: Macro
Mood Impact: Positive
The national childcare subsidy scheme was announced on July 28. At present, the national standard is 3600 yuan per year per child, with subsidies provided until children are three years old. Experts point out that while there may be differences in the promotion of childbirth among different families at the micro level, from a macro perspective, it has a positive effect on improving birth rates or preventing further declines.
2, MIIT: Strengthening the Competition Mechanism for New Energy Vehicles and Regulating Key Industries
Type: Industry
Mood Impact: Positive
A meeting of the National Development and Reform Commission was held in Beijing. The meeting proposed consolidating the competition mechanism for new energy vehicles, strengthening regulation of key industries such as solar power, and formulating a plan to promote consumption.
3, China-US Trade Talks Begin in Sweden, Foreign Ministry: China's Position is Consistent and Clear
Type: Macro
Mood Impact: Positive
Around July 28, the Chinese and US trade teams held talks on trade issues in Stockholm, Sweden. When asked about China's position at this meeting, a spokesperson for the Foreign Ministry said that China's position is consistent and clear. China hopes that the US will work with it to implement the important consensus reached by the two heads of state.
4, State Administration for Market Regulation: Strengthening Governance of Enterprises and Regulating Unfair Competition
Type: Macro
Mood Impact: Positive
A meeting on the development plan for market regulation was held. The meeting emphasized the need to promote a strong domestic market, accelerate the improvement of market regulation systems, and crack down on local protectionism and market segmentation.
Investment Calendar
Release of Consumer Demand Situation Report
Investment Tips
Investment tips: The key to successful investment is to choose companies that can continuously innovate and maintain a competitive edge. The long-term growth potential of an enterprise depends on its management team's innovative ability, research and development investments, and market competitiveness.
【美】Philip F. Fisher: How to Choose Growing Stocks
Institutional Views
1, CITIC Securities: Policy and Fund Support, Bull Market Will Rise, Configure Financial, Color, Media, and Military Industries
2, China Merchants Securities: Recent earnings have accumulated strong fund confidence, AI industry is expected to enter the "algorithm-driven" phase in the second half.
3, Eastern Securities: The market structure of a bull market is still prevalent, with an emphasis on industrial narratives.
Preliminary Analysis
1, Shanghai Municipal Government: Aim to achieve full opening-up of Pudong area excluding Lujiazui by the end of the year
Type: Policy Focus
China Securities: High-level autonomous driving is showing positive changes in multiple scenarios, and top companies are accelerating commercialization. Relevant city policies and encouragement measures are key drivers for the industry's development.
2, Ministry of Civil Affairs and National Resources Department: Deployment of Strengthening Elderly Care Service Facility Layout Planning
Type: Policy Focus
Dongfang Securities: The elderly economy has huge space, with healthcare being one of the main directions for the elderly economy. Pay attention to two types of companies: those that set up geriatric departments and provide related medical services, and those that have a large number of products in the health care field.
3, Microsoft Integrates AI Agent into Edge Browser, Automating Search, Prediction, and Integration
Type: Market Focus
Mingshen Securities: AI search is expected to become the first commercialized C-end super application, with global tech giants entering the field, forming a new model of software+terminal AI search and vertical AI search. This may reshape the entire search industry.
Breaking News
Positive Breaking News
1, Pharmaron: Net profit for the first half of the year was 85.61 billion yuan, up 101.92% year-on-year
2, Fosun Pharmaceutical: Its subsidiary obtained the right to develop AR1001 in China
3, Edi Biological: Net profit for the first half of the year was 1.89 billion yuan, up 31.41%
Negative Breaking News
1, Shenming Technology: The actual controller, director, and general manager, Landong, were taken into custody
2, Dahua Intelligent: Was investigated by the China Securities Regulatory Commission for suspected violations of information disclosure regulations
3, Suzhou Communications: Net profit for the first half of the year was 9539.48 million yuan, down 39.54% year-on-year
Overseas Market
Self-selected tips: The market is cautious about the US-China trade agreement, with US stocks seeing mixed performance. The S&P and Nasdaq continued to hit new highs, with large-cap tech stocks mostly up. Tesla rose over 3%, while NVIDIA set a new high. Popular Chinese stocks saw most of their value decline.