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Lujiazui Finance Breakfast Friday, September 20, 2024

Lujiazui Finance Breakfast Friday, September 20, 2024

Hot Spotlight //

1. China's September LPR quotation is about to be released, and the market is expected to drop by about 20bp. Industry insiders believe that the Fed's interest rate cut has opened up a more relaxed operating space for the central bank of China when formulating monetary policy, and it is expected that the subsequent adjustment of the mainland's RRR and interest rate cuts may be accelerated. For the real estate market, the LPR of more than 5 years is expected to be further reduced, and the cost of housing for residents will also decline. At the same time, the expectation of a reduction in the interest rate of existing mortgages is also strengthening.

2. The Hefei Municipal Administration for Market Supervision reported that in response to the recent problems related to the Three Sheep Network Technology Co., Ltd. reflected on the Internet, the Hefei Municipal Market Supervision Bureau has established a joint investigation team with the Commerce Bureau, the Public Security Bureau and other departments to verify and deal with them in accordance with laws and regulations, and resolutely safeguard the legitimate rights and interests of consumers.

Global Markets //

1. The three major United States stock indexes closed up across the board, with the Dow up 1.26% at 42025.19, the S&P 500 up 1.7% at 5713.64, and the Nasdaq up 2.51% at 18013.98. Among them, the Dow Jones and the S&P 500 index both hit new record highs. SAFTSE and Caterpillar rose more than 5%, leading the Dow. The Wind United States TAMAMA Technology Index rose 3.03%, Tesla rose 7.36%, and Nvidia rose 3.97%. Chinese concept stocks generally rose, with Yiying Securities rising more than 240% and Futu Holdings rising nearly 14%.

2. The three major European stock indexes closed up across the board, with Germany's DAX index up 1.55% at 19,002.38 points, France's CAC 40 index up 2.29% at 7,615.41 points, and United Kingdom's FTSE 100 index up 0.91% at 8,328.72 points.

3. Major Asia-Pacific stock indexes closed up collectively. Korea's Kospi rose 0.21% to 2580.8. The Nikkei 225 rose 2.13% to 37,155.33. The India SENSEX30 index rose 0.29% to 83,184.8 points. Australia's S&P 200 index rose 0.61% to 8,191.9 points, a new record high. New Zealand's S&P 50 rose 0.62% to 12,665. The FTSE Singapore Straits Index rose 1.13% to 3633.18 points. The FTSE Malaysia Composite rose 0.3% to 1665.65.

4. International oil prices rose across the board, with the U.S. oil November contract up 1.77% to $71.12 per barrel. Brent oil November contract rose 1.52% to $73.99 a barrel.

5. International precious metal futures generally closed higher, COMEX gold futures rose 0.5% to $2611.7 / ounce, and COMEX silver futures rose 1.36% to $31.105 / ounce.

6. The main contracts of agricultural futures on the Chicago Board of Trade (CBOT) closed down across the board, with soybean futures falling 0.07% to 1013.25 cents per bushel; Corn futures fell 1.7% to 405.75 cents a bushel, while wheat futures fell 1.61% to 566.5 cents a bushel.

7. London base metals collectively closed up, LME copper rose 1.47% to $9539 / ton, LME zinc rose 1.85% to $2939.5 / ton, LME nickel rose 0.63% to $16335 / ton, LME aluminum rose 0.14% to $2540 / ton, LME tin rose 1.29% to $32,000 / ton, LME lead rose 2.21% to $2082.5 / ton.

8. U.S. Treasury yields closed mixed, with the 2-year Treasury yield down 4 basis points at 3.59%, the 3-year Treasury yield down 2.2 basis points at 3.475%, the 5-year Treasury yield down 0.5 basis points at 3.485%, the 10-year Treasury yield up 0.6 basis points at 3.716%, and the 30-year Treasury yield up 2.4 basis points at 4.05%.

9. European bond yields were mixed, with United Kingdom's 10-year yield up 4.5 basis points at 3.890%, France's 10-year yield up 1.5 basis points at 2.930%, Germany's 10-year yield up 0.7 basis points at 2.195%, Italy's 10-year yield down 1.9 basis points at 3.550%, and Spain's 10-year yield down 0.4 basis points at 2.990%.

10. At the end of New York, the U.S. dollar index fell 0.3% to 100.64, most of the non-U.S. currencies rose, the euro rose 0.38% to 1.1162, the pound rose 0.54% to 1.3284, the Australian dollar rose 0.72% to 0.6814, the U.S. dollar rose 0.24% to 142.63, the U.S. dollar rose 0.19% to 0.8478, and the offshore yuan rose 242 basis points to 7.0710 against the U.S. dollar.

Lujiazui Finance Breakfast Friday, September 20, 2024

Macro//

1. Premier Li Qiang of the State Council stressed at the video conference on the mobilization and deployment of the gradual postponement of the statutory retirement age that it is necessary to implement the reform of the gradual postponement of the statutory retirement age in a steady and orderly manner, and adhere to the implementation of the delayed retirement policy according to the principle of "voluntary and flexible". It is necessary to pay close attention to formulating and improving supporting policies and measures.

2. The National Development and Reform Commission said at the press conference in September that it will accelerate the implementation of various policies, focusing on accelerating the implementation of key reform tasks, increasing macroeconomic regulation and control, in-depth implementation of the strategy of expanding domestic demand, accelerating the construction of a modern industrial system, and increasing efforts to ensure and improve people's livelihood.

3. According to the National Development and Reform Commission, from January to August, the National Development and Reform Commission approved a total of 83 fixed asset investment projects with a total investment of 673.1 billion yuan, of which 53 were approved and 30 were approved, mainly in high-tech, energy, transportation and other industries.

4. On September 19, the central bank launched a 7-day reverse repurchase operation of 523.6 billion yuan, with an operating interest rate of 1.70%. Wind data shows that 160.8 billion yuan of reverse repurchase expired on the same day.

5. Henan issued opinions on promoting the sustainable and healthy development of the night economy, and proposed to improve the spatial layout of the development of the night economy, support the development of the night economy agglomeration area, and improve the promotion mechanism of the night economy development.

6. The Hong Kong Monetary Authority lowered the benchmark interest rate by 50 basis points to 5.25%. HSBC lowered the Hong Kong dollar prime lending rate from 5.875% to 5.625%, the first time since 2019.

7. Recently, the People's Bank of China has repeatedly released the next monetary policy signal, clearly "adhering to a supportive monetary policy stance", and proposing to "start launching some incremental policy measures". At the same time, as the Federal Reserve pressed the "OK button" to cut interest rates, the opening of the global interest rate cut wave has further broadened the autonomy of the mainland's monetary policy. A number of interviewed experts believe that in the fourth quarter, the central bank will introduce more incremental policies, and there is room and possibility for RRR cuts, interest rate cuts, and adjustment of existing mortgage interest rates.

Domestic Stock Market //

1. A-shares rebounded, the three major indexes collectively closed up, the concept of state-owned enterprise reform continued to heat up, stagflation industries such as steel, new crown medicine, and information and innovation were given rotation opportunities, and Kweichow Moutai closed down again at the end of the session. At the close, the Shanghai Composite Index rose 0.69% to 2,736.02 points, the Shenzhen Component Index rose 1.19%, the ChiNext Index rose 0.85%, Wind All A rose 1.3%, and Wind A500 rose 0.94%. The market turnover was about 630 billion yuan, an increase of nearly 150 billion yuan from the previous month.

2. Hong Kong's Hang Seng Index rose 2% to 18,013.16 points, a high in more than two weeks, and the Hang Seng Technology Index rose 3.25%, a two-month high; The Hang Seng China Enterprises Index rose 2.1%. The market turnover was HK$148.755 billion, the net purchase of southbound funds was HK$2.604 billion, and Alibaba increased its position by nearly HK$3.7 billion.

3. The Shanghai and Shenzhen North Stock Exchanges announced the 2024 National Day market closure arrangement, which will be closed from October 1 (Tuesday) to October 7 (Monday), and the market will open as usual from October 8 (Tuesday). The market will be closed on Sunday, September 29 and Saturday, October 12.

4. In the near future, the Shanghai Stock Exchange will carry out market research and draft supporting rules around a number of systems such as optimizing the application of short-term trading rules for equity incentives, refinancing shelf issuance, and "asset-light and high-R&D" recognition standards, and is intensively promoting the introduction of relevant policies and measures to continuously improve the convenience and pertinence of the Science and Technology Innovation Board system.

5. Many public offering institutions are optimistic about the medium and long-term prospects of A-shares. Among them, HSBC Jinxin Fund said that the valuation of core assets in the A-share market has been at a historically low level, and in the long run, it has a fairly high allocation value. In addition, according to the observation of Neuberger Berman Fund, long-term funds such as social security funds, insurance funds, QFII institutions, etc. are actively allocating A-shares, and prefer artificial intelligence, medicine, and leading enterprises in some traditional industries.

6. Since the beginning of this month, brokerages have conducted a total of 3,316 in-depth surveys on 559 listed companies in the A-share market, especially in the fields of scientific and technological innovation such as electronics, semiconductors and artificial intelligence. The research of leading brokerages is more "diligent". The brokerage firm with the largest number of surveys is CITIC Securities, which has conducted 160 surveys; followed by Huatai Securities, which has conducted 110 surveys; Guotai Junan and Changjiang Securities both conducted more than 100 surveys.

7. For the Chinese market, the Fed's interest rate cut is expected to provide a boost to the liquidity of the A-share market and inject more vitality. Haitong Securities released a research report saying that from the perspective of liquidity, the Federal Reserve's interest rate cut may improve the macro and micro liquidity of A-shares in the short and medium term, helping A-shares to rise. From a fundamental point of view, the medium- and long-term trend of A-shares is related to fundamentals, and it remains to be seen how the Fed's interest rate cut will boost the fundamentals of A-shares.

8. A shares reappear in the sky-high divorce case! Keda Manufacturing announced that Chairman Bian Cheng and Guan Qi divorced by agreement and split 49,349,800 shares of Keda Manufacturing from Guan Qi, accounting for 2.573% of the total share capital. Based on the latest closing price, the value of this part of the stock is about $352 million.

9. Wu Yongming, CEO of Alibaba Group, delivered a keynote speech at the 2024 Apsara Conference, saying that it is still in the early stage of the AGI revolution, and generative AI is by no means about making one or two super apps, but taking over the digital world and changing the physical world, and robots will be the next industry to usher in great changes. Zhou Jingren, CTO of Alibaba Cloud, announced that the price of the three main models of Tongyi Qianwen was reduced again.

10. The second brand of NIO, the first product L60, ushered in the official launch and delivery. The standard range of 555 km version of the vehicle starts at 206,900 yuan, the long-range version of the 730 km version starts from 235,900 yuan, the purchase of the vehicle in the way of separation of vehicle and electricity, the price starts at 149,900 yuan, the standard range battery monthly rental fee is 599 yuan/month, and the long-range version is 899 yuan/month.

11. He Xiaopeng, Chairman and CEO of Xpeng Motors, drove the "world's first AI car" P7+ to the 2024 Apsara Conference, equipped with an end-to-end large model. He said that the end-to-end model can allow everyone to drive like a veteran driver in every city.

12. After being publicly reprimanded or warned by the Shanghai Stock Exchange, Zhang Zhenpeng, chairman of ST Shengtun, Zhou Xianjin, president, Weng Xiong, director, and Zou Yapeng, secretary of the board of directors, recently resigned from the company.

13. China's Taiwan Weighted Index closed up 1.68% at 22,042.69 points. Delta rose more than 3%, TSMC rose more than 2%, and Hon Hai and MediaTek rose more than 1%.

14. GAC Group and Huawei signed a memorandum of understanding (MOU) on digital strategy, which will cooperate in areas including R&D digitalization, business intelligence, production intelligence, marketing digital intelligence, enterprise globalization, and ICT infrastructure.

15. CSPC Pharmaceutical Group announced on the Hong Kong Stock Exchange that the board of directors has further resolved that the company will repurchase shares totaling up to HK$5 billion in the market.

Lujiazui Finance Breakfast Friday, September 20, 2024

Finance//

1. The China Securities Association issued new regulations on the handling of public opinion on cybersecurity incidents of securities firms, aiming to further enhance the ability of the securities industry to respond to cybersecurity emergencies, strengthen the emergency response to cybersecurity incidents, and respond to public opinion in a timely manner. The China Securities Association proposed that securities companies should set up emergency leading groups, information technology emergency response teams, public opinion response teams and other emergency teams.

2. At present, more than 10 securities firms, including Shenwan Hongyuan Securities, Zhongtai Securities, China Galaxy Securities, and Caitong Securities, have released recruitment plans for 2025 graduates. From the perspective of job categories recruited, the securities industry has a strong demand for fintech talents, and fintech and information technology positions frequently appear in the recruitment of securities firms.

Housing//

1. The National Development and Reform Commission: will work with relevant departments to formulate annual key tasks for new urbanization, and cooperate with relevant departments to study and propose specific policies and measures such as the reform of the household registration system, the provision of basic public services in the place of permanent residence, the compulsory education of migrant children, and the acceleration of the construction of affordable housing.

2. According to China Real Estate News, the Supreme People's Court issued a new document at the end of July to support the financing and construction delivery of real estate "whitelist projects". The document clearly points out that the new loans, M&A loans and other accounts and funds provided by financial institutions to support the construction of whitelisted projects shall not be frozen or deducted for reasons other than the continuation of the project.

3. The Guangzhou Real Estate Intermediary Industry Association issued a notice to optimize and adjust the rules for the release of stock housing information on the platform from September 23, further standardize the release of stock housing information, and ensure the authenticity of stock housing information.

4. In response to the news that "you can settle down if you buy a house" in Nansha District, Guangzhou, the relevant staff of the Nansha District Human Resources and Social Security Bureau responded that there is currently no policy in Nansha District that you can directly enter Nansha after purchasing commercial housing.

5. Kunming supports the housing provident fund to pay the down payment for the newly built commercial housing, and the housing provident fund applied for withdrawal by the deposited employees is directly transferred to the collection account of the real estate development enterprise designated in the commercial housing sales contract.

6. Jinggangshan, Jiangxi: a subsidy of 10,000 yuan for the purchase of the first new house, and a one-time house purchase subsidy of 5,000 yuan and 8,000 yuan for the purchase of new houses by two-child and three-child families respectively; The number of housing units is verified according to the location of purchase, and the MPF loan deposit ratio is reduced to 3%.

Industry//

1. The Ministry of Transport and other ten departments have jointly introduced a number of measures to further open up the blocking points of power lithium battery transportation by 2027 to ensure the safety and stability of the supply chain of new energy vehicles and power lithium battery industry chain. The measures are proposed to organize and carry out the cultivation of leading enterprises in the transportation of power lithium batteries.

2. National Development and Reform Commission: will formulate and introduce a work plan for improving the carbon emission statistical accounting system, and study and formulate comprehensive evaluation and assessment methods for carbon peak and carbon neutrality; Revised and released the green technology promotion catalogue, and launched the application and selection of the second batch of green and low-carbon advanced technology demonstration projects.

3. National Development and Reform Commission: The five nuclear power projects recently approved by the executive meeting of the State Council will each take out 10% of the shares to attract private capital participation; The next step will be to attract more private capital to participate in the construction of major projects such as nuclear power and railways.

4. The mandatory "national standard" for electric bicycles will be revised. The "new national standard" intends to clarify that the maximum design speed of electric bicycles shall not exceed 25km/h, relax the weight limit of the whole vehicle using lead-acid batteries from 55kg to 63kg, and no longer mandatory installation of pedal riding devices.

5. The State Administration for Market Regulation and the Ministry of Finance issued an announcement to reward internal whistleblowers of food production and operation enterprises. Where it is a first-level reporting reward, a reward of 5% of the fines and confiscations is to be given. The maximum reward amount for each case is 1 million yuan.

6. According to the China Railway Group, this year, the railway National Day holiday transportation will start from September 29 to October 8, a period of 10 days, and is expected to send 175 million passengers.

7. Huawei officially released the Top N scenarios of large-scale hybrid cloud, the first batch of which is targeted at five major industries, and a total of 20 fields and more than 80 industry scenario baselines have been released, accelerating the implementation of large-scale model industries.

Overseas//

1. The Bank of United Kingdom announced that it would keep the benchmark interest rate unchanged at 5%, in line with market expectations. At the same time, the Bank of United Kingdom maintained the pace of balance sheet reduction, announcing that it would cut bond purchases by 100 billion pounds over the next 12 months. United Kingdom Bank Governor Bailey said it was crucial to keep inflation low, so care needed not to cut rates too quickly or too much.

2. After the Federal Reserve rarely cut interest rates by 50 basis points, a round of "interest rate cuts" was set off in many places around the world. South Africa's central bank cut interest rates by 25 basis points to 8%, easing policy for the first time since 2020. The Central Bank of Qatar cut interest rates by 55 basis points, the Central Bank of Bahrain, the Central Bank of Jordan and the Central Bank of U.A.E. by 50 basis points, and the Central Bank of Kuwait cut rates by 25 basis points.

3. The Bank of Japan will announce its interest rate decision today, and the market is expected to remain on hold and continue to observe the effect of the July interest rate hike. Japan's Minister of Economy and Fiscal Policy, Yoshitaka Shinto, will attend the policy meeting, and in each of its previous three meetings, the Bank of Japan kept interest rates unchanged.

4. ECB Governing Council member Centenno said that the ECB may need to accelerate the pace of interest rate cuts to avoid lower-than-expected inflation. The risk that inflation will fall back below target must be minimized, as this is the main risk.

5. The Japan government will start negotiations on an economic partnership agreement with the U.A.E.. Japan's move is aimed at expanding exports of major categories such as automobiles, and it also intends to enact investment-related rules to inject vitality into start-up investment.

6. The Canada government announced that it will further reduce the number of study visas and tighten the work visa policy next year to reduce the number of temporary residents and alleviate the housing and employment problems caused by the increase in foreign population.

7. According to data from the European Automobile Manufacturers Association (ACEA), new car sales in the European Union fell by 18.3% in August, falling to the lowest level in three years. Electric vehicle sales fell for the fourth month in a row, with Germany electric vehicle sales plummeting 70% in August.

8. United States initial jobless claims fell to 219,000 last week, a four-month low, and expectations were flat at 230,000. The number of continuing claims for unemployment benefits in the week to September 7 was 1.83 million, down 14,000.

9. The United States Conference Board leading indicator fell 0.2% month-on-month in August, with an expected decrease of 0.3% and a previous value of 0.6%; The coincident index rose 0.3% month-on-month, and the previous value was flat; The lagging indicator was flat month-on-month, and the previous value fell by 0.1%.

10. The total number of existing home sales in United States in August was 3.86 million on an annualized basis, down 2.5% from the previous month, the lowest since October last year, and less than the expected 3.9 million. The median price rose 3.1% year-over-year to $416,700, a record high. Inventories rose for the eighth consecutive month, the highest since October 2020.

11. Korea's automobile exports in August were US$5.1 billion, down 4.3% year-on-year, but the second highest in the same month of the previous year. From January to August this year, the cumulative export was 47.4 billion US dollars, a year-on-year increase of 1.3%.

12. Australia's seasonally adjusted unemployment rate in August was 4.2%, expected 4.2%, and the previous value was 4.2%; Australia's employment rose by 47,500 in August, with an expectation of 25,000 and a previous value of 58,200.

International Stock Market //

1. Popular Chinese concept stocks generally rose, with the Nasdaq China Golden Dragon Index rising more than 4%, Yiying Securities rising more than 240%, Futu Holdings rising nearly 14%, GDS rising more than 11%, MINISO rising more than 10%, Gaotu Group and Tiger Brokers rising more than 9%, Xiaopeng Motors, Zeekr, Good Future, and Shell rising more than 8%, Weilai and BOSS Zhipin rising more than 7%, JD.com, Huya Live, and Bilibili rising more than 6%; In terms of declines, JinkoSolar and Canadian Solar fell more than 2%.

2. EU regulators recently issued a warning to Apple, requiring it to open up the iPhone and iPad operating systems to competitors. If Apple refuses to cooperate, the EU could launch a formal investigation, with the final fine likely to be as high as 10% of Apple's annual global revenue.

3. Apple's self-developed Wi-Fi chip is expected to be unveiled on Apple devices as early as next year. Apple supply chain insiders say that at least some of the new iPads that will be launched in 2025 may be equipped with Apple-designed Wi-Fi chips.

4. The State Food and Drug Administration investigated and dealt with a number of cases of illegal online sales of semaglutide. Novo Nordisk said that the company actively monitors the production and sale of potentially counterfeit, infringing and other illegal drugs sold or circulated in the market, and actively supports government regulators to take effective enforcement actions.

5. RS Technology, a regenerative wafer manufacturing plant in Japan, announced that it will acquire Sony Precision Components (Huizhou) Co., Ltd., which mainly produces optical pickup modules and automotive camera modules.

Commodity//

1. Domestic commodity futures closed at night, energy and chemicals rose across the board, low-sulfur fuel oil rose 3.26%, and fuel oil and PTA rose more than 2%. The black series generally rose, iron ore rose 3.24%, coke, hot coil, and coking coal rose by about 2%. Most agricultural products fell, with soybean meal down 2.34%, soybean meal down 1.81%, and rapeseed meal down 1.69%. Base metals closed up across the board, with Shanghai lead up 1.65%, Shanghai tin up 1.14%, Shanghai copper up 1.03%, Shanghai nickel up 0.71%, and alumina up 0.7%. Shanghai gold rose 0.47%, and Shanghai silver rose 1.49%.

2. According to the Ministry of Natural Resources, in 2023, 4 100-million-ton oilfields and 4 100-billion-square-meter gas fields will be newly discovered in the country, and the dominant position of tungsten, molybdenum, antimony, crystalline graphite, phosphate rock and other minerals will be further consolidated, and major prospecting breakthroughs will be made in lithium, cobalt, nickel and other minerals. From January to August this year, a total of 868 prospecting rights were transferred across the country, a year-on-year increase of 194.1%.

3. According to CNOOC, Asia's first cylindrical offshore oil and gas processing plant "Haikui No. 1" and Asia's first deepwater jacket platform "Haiji No. 2" in the waters of Shenzhen were put into operation at the same time, which can extend the exploitation life of the Liuhua Oilfield by 30 years.

4. EIA natural gas report: Total United States natural gas inventories totaled 3,445 billion cubic feet in the week ended September 13, up 58 billion cubic feet from the previous week, the largest increase since the week of July 5, up 194 billion cubic feet from the same period last year, and 274 billion cubic feet higher than the five-year average.

5. The International Grains Council lowered its forecast for global wheat production in 2024/25 by 1 million tonnes to 798 million tonnes, and maize production by 2 million tonnes to 1.224 billion tonnes.

6. Recently, affected by typhoons, rainfall and other weather, the production and supply of natural rubber have been blocked. Malaysia, once the world's largest producer of natural rubber, now produces less than one-fifth of its peak. Data shows that in the past month, Malaysia rubber prices have risen by more than 5% on average.

7. According to the latest quotation of Shanghai Nonferrous Metals Network, on September 19, the price of domestic battery-grade lithium carbonate fell 300 yuan to 74,000 yuan/ton, and a cumulative increase of 1,520 yuan in the past 5 days.

8. The Baltic Dry Bulk Index rose 4.55% to 1,976 points.

Bond//

1. [Bond Market Overview] The bond market was full of twists and turns throughout the day, and spot futures warmed up in the morning and turned down as a whole in the afternoon. The main 30-year contract of Treasury bond futures rose more than 0.4% in early trading to hit a record high, and closed down 0.32%. In terms of spot bonds, the yield of 2-3 year treasury bond active bonds rose by about 4bp, and the 30-year "23 interest-bearing treasury bond 23" was reported at 2.17%. At a time when tax payments are being concentrated, the weighted rate of DR001 has risen above 1.89%.

2. The Ministry of Finance reported eight typical cases of implicit debt accountability. The relevant person in charge of the Ministry of Finance said that it will "find out together, investigate and deal with it together, and hold accountable together" for new hidden debts and false debts, continue to strengthen the investigation and accountability of hidden debts, and effectively prevent and resolve hidden debt risks.

3. The China Securities Convertible Bond Index closed up 0.52%, and the Wind Convertible Bond Equal Rights Index rose 0.79%. Among them, 48 convertible bonds rose by more than 2%, and Shengxun convertible bonds, Songwon convertible bonds, and Jincheng convertible bonds rose by 20%, 14.99%, and 9% respectively; 4 convertible bonds fell by more than 2%, Weilong convertible bonds, profit convertible bonds, and Oujing convertible bonds fell by 12.29%, 6.71%, and 4.75% respectively.

4. The Securities Association of China recently solicited opinions on the rules for the underwriting and trusteeship of railway bonds. It clarifies that the lead underwriter can rely on the information disclosed by the issuer in the past, and simplify and optimize the due diligence method and working paper catalogue of the issuer. The issue price or interest rate can be determined by market-based methods such as public bidding or inquiry.

5. On September 25, the central bank will bid for the issuance of 6-month central bills of 25 billion yuan in Hong Kong.

6. [Major Bond Events] CIFI Holding Group has paid the installment payment of "22 CIFI 01" within the grace period; "19 Ji'an bonds" are planned to be paid in advance; The outside directors of Kaifeng City Investment are under investigation on suspicion of violating discipline and law; The meeting of holders of "24 Qingguotou CP001" will deliberate on the proposal of major asset restructuring.

Foreign exchange//

1. The onshore yuan closed at 7.0660 against the US dollar at 16:30 on Thursday, up 233 basis points from the previous trading day, and closed at 7.0640 in overnight trading. The central parity of the renminbi against the US dollar was reported at 7.0983, a decrease of 113 basis points.

2. According to data released by the Society for Worldwide Interbank Financial Telecommunication (SWIFT), RMB payments accounted for 4.69% of the total global payments in August, maintaining the position of the world's fourth most active currency for the 10th consecutive month.

Important Economic Agenda //

Lujiazui Finance Breakfast Friday, September 20, 2024

Review of historical articles

Red Flag! Gold Crash", "Global Sprint Interest Rate Cut", "Cash is King", "Major Variables Are About to Be Revealed!" "The Dollar Collapsed"

Lujiazui Finance Breakfast Friday, September 20, 2024

Wind 3C Meeting

Provide convenient, professional, intelligent and compliant

One-stop audio and video conferencing roadshow solution

Raise the voice of the market for financial institutions

Reach the target group accurately and create business value

Lujiazui Finance Breakfast Friday, September 20, 2024