Just lost money again!The track stocks collapsed, and more than 4,000 stocks fell!Foreign capital has a lot of bottoms, and the end is crazy!Swipe the screen, the entry price is 1.2 yuan potato sold for 2 yuan to be fined 300,000?Intersection

China Fund News Taylor

Hello brother and sisters, today's market, the track stocks collapsed. In the morning, the Fund Jun opened the software and looked at the takeaway. After the opening at noon, the teammates sent a message saying "Niu Hui returned". At a glance, the original straight line rose. Just when he returned home for a meal, he found that he lost more.

Let's find the reason for losing money today.

On the last day of August, the Shanghai Index fell over 1.3%in the early days. In the afternoon, it was briefly turned red under the large financial sector, and then dived and turned green again. The index strongly strengthened, closing up nearly 1.3%.

A total of 695 stocks in the two cities rose, and only 4,150 stocks fell

Light goes off

The stock stocks such as photovoltaics collapsed

The biggest decline today is the high track stocks, which directly lifts the daily limit. Photovoltaic, energy storage, and automotive industry chain have fallen sharply. Nearly 30 shares such as CNC, Junda, Zhiguang Electric, 3D Chemistry, JAC Automobile have fallen. Nearly 20 shares such as Sunshine Power, Gudewei, Nandu Power have fallen more than 10 %.

What is behind? Fund Jun found the interpretation of a broker.

Regarding the rumors of sales data of the inverter industry:

The article reported by the media reported the customs data of 38 countries, indicating that some inverter companies exported the export volume in these 38 countries only accounted for 10%+of their overseas income, which was too large from the company's overseas income scale. We It is believed that it is mainly caused by sample deviation:

1) The articles do not count the top countries in the top ranking, including the Netherlands, Germany, Italy, Spain, Japan, and Australia. According to data from the General Administration of Customs, these countries account for about 40% of my country's inverter exports in 2021 It

2) According to the data of the General Administration of Customs, in 2021, there are more than 190 countries exporters in China, and 6 of 38 countries in the article also account for only 23%of the export countries;

3) Although 38 countries include large photovoltaic powers like the United States and India, the three companies that consider these two markets are high, and the three companies with statistics are mainly distributed inverter suppliers. At the same time, due to high customs domestic enterprises Less situation of direct exports to the United States+Sunshine has production capacity in India, which also makes data deviations.

In addition to the above factors, because the inverter counting units are relatively complicated, small inverters are generally measured according to the platform. Third -party statistics are generally summarized in accordance with the Watsu number. If the data is generally not specially distinguished, it is also easy to cause misunderstandings of statistical caliber. As a basis, it is believed that the data of the inverter's entire industry is biased.

CICC New Zeng Tao team Photovoltaic Fall speed evaluation: European electricity price and gas price fluctuations caused A -share photovoltaic emotions to be frustrated

Hello everyone, today the photovoltaic index fell violently. We believe that it is mainly due to the two European natural gas and power market related news.

News reports that the progress of the European natural gas repository is faster than expected, but the reserve is still tight. According to Robert Habeck, Minister of Economics and Climate Protection of Germany on August 29, it is expected that the natural gas reserves of Germany will reach 85%by October, and the current reserves have reached 82.7%better than expected, and the overall European reserves are 79%. The German Federal Network Administration said that energy is still tense and does not rule out the possibility of intensification.

The EU plans to reform the power market mechanism to curb the rise in electricity prices, but it is expected to take time. Recently, energy prices in European countries have skyrocketed, and the basis for electricity in France and Germany will have risen to about 1,000 euros/MWh time next year. On August 29, the European Commission Chairman Feng Delin stated at the Bradic Strategic Forum in Slovenia that the EU decided to make an emergency intervention on the power market and intend to change the electrical price formation mechanism of the wholesale power market to avoid the margin of the most expensive natural gas generator set. The cost determines to clear the electricity price, so as to reduce the serious interference of electricity prices that Russia's supply is insufficient. According to a foreign spokesman, it is expected that there will be targeted legislative proposals next year, but because the consent of 27 countries is required, it is expected that it will take up to two years to transform into binding laws.

#The above two messages to suppress speculative behavior caused European gas price and electricity price futures to decline, accelerate the essence of photovoltaic installation machines in the context of energy security, and continue to be optimistic about European ground and distributed photovoltaic demand.

BYD plunged 7%because of Buffett's reduction. Fund Jun also found a massage interpretation,

"Don't buy Buffett, sell for Buffett? "-BYD Comments-Tianfeng Automobile

1) Buffett's previous transfer to Broker means that a standard reduction preparation action has been used to reduce holding market expectations before.

2) Buffett has held shares for more than ten years, holding a high shareholding ratio, and choosing to reduce its holdings when the company's business flourish.

3) Reducing holdings does not affect the fundamental aspect, and in Hong Kong stocks, it is at most emotional impact on A shares.

4) After so many years of exchanges, no investor buys a company because Buffett holds shares, will it sell the company because of Buffett? I believe it won't, if it will, it will be sold when I turn to Broker.

5) What BYD is missing now is the emptiness, there is no shortage of fundamental benefits, and the good news of the back fundamentals continues. It is a good opportunity to come out.

After talking about the plunge, let's talk about the rise.

The large financial sector was lifted in the afternoon, which led the Shanghai index to become popular. The Shanghai Stock Exchange rose nearly 2%of the 50 sets. The Galaxy of China touched the daily limit. In addition, Hong Kong stocks are also very powerful today. Unfortunately, it did not drive A shares together in the end.

In addition, the end of the northbound fund has accelerated, and multiple stocks have risen in discharge. On the news, MSCI (Ming Sheng )'s index in August was adjusted today.

This is what today's market is.

ST Anxin: The Shanghai Banking Regulation Bureau ordered the controlling shareholder to transfer all the equity of Anxin Trust held within one month

ST Anxin Announcement, receiving the "Crude Supervision Compulsory Measures Decisions" issued by the Shanghai Banking Regulatory Bureau, decided to take the following prudent supervision and compulsory measures:

Note of Anxin Trust controlling shareholder, Guo Zhijie, received all the equity of Anxin Trust held within one month from the date of the decision of prudent supervision and compulsory measures;

Restricting the relevant rights of the country's Jie participating in the management of Anxin Trust, including the shareholders' meeting to hold the right to request, vote, nomination, proposal, and punishment rights.

On the same day, in order to promote the successful completion of the company's risk resolution plan, the controlling shareholder Guo Zhijie signed the "Share Transfer Agreement" with Shanghai Qianan and Bank of China, transferred 10.54%of the shares to Shanghai Qianan; Essence After this transfer, Guo Zhijie held 35.07%of the company.

The merchant's entry price is 1.2 yuan potatoes to sell 2 yuan for a fine of 300,000

Law enforcement officers: to use the epidemic to lift prices

On August 31, according to the Daqing Daily, the law enforcement officers of the Daqing Market Supervision and Administration Bureau of Heilongjiang Province found in the inspection that there was an illegal act of raising prices in the agricultural approval of the Urban King's Three Potato Operation Department. After investigation, the price of potatoes with a price of 1.2 yuan/jin of the business department increased from 1.4 yuan/catties to 2 yuan/jin, and the highest price difference rate reached 66.66%. Law enforcement officers believe that Wang San's Tudou's operation department uses its business scale advantage to use the epidemic to make prices, seriously disrupt the market operation order, and the circumstances are bad. The illegal behavior of the person was fined 300,000 yuan.

According to the relevant person in charge of the Market Supervision and Administration Bureau, in order to fully protect the prices of important people's livelihood products during the period of the Daqing City's epidemic control, the Market Supervision Administration is continuing to launch law enforcement inspections. Continuously stabilize epidemic prevention supplies and the price order of basic living necessities that are closely related to the daily life of the people, and severely crack down on various types of illegal acts. Daqing also exposed eight cases. Among them, the price of potatoes sold by a fruit and vegetable supermarket is 2 yuan/catties, the price is 3 yuan/catties, the price increase rate is 50%, and it is planned to be punished by 0.5 million yuan. Yuan/jin, 44.6%of the price increase, plans to punish 10,000 yuan.

The relevant person in charge of the Daqing Market Supervision and Administration Bureau said that the above eight supermarkets did not follow the announcement of the 4th announcement of the new type of coronary virus infection pneumonia in accordance with Heilongjiang Province. In accordance with the "Price Law of the People's Republic of China" and "Administrative Punishment of Price Illegal Acts", it is investigated and punished in accordance with the law.

Mr. Wang, an operator, said that the punishment of 300,000 yuan was not a small number to himself. Law enforcement officers made this punishment in the store. He did not recognize the punishment and felt unfair. He said that the store is now operating normally and sells only potatoes. The store rent is 60,000 yuan a year. He has sold more than 4,000 pounds of potatoes at a price of 2 yuan per catty. Agreement negotiated.

For this fine, a staff member of the Daqing Market Supervision Bureau said: "He is a wholesaler, according to the judicial announcement issued by Heilongjiang Province to respond to the new crown virus infection headquarters, to ensure that the market price is basically stable during the new crown virus infection, and the price will be severely cracking down on prices. Behavior and effectively maintain the market order. In the announcement, if the purchase and sales difference exceeds 30%, the market supervision departments at all levels shall act in accordance with the law in accordance with the law, and they will be punished and will be punished strictly according to law. "

In addition, the staff member stated that Article 40, paragraph 1 of the Price Law of the People's Republic of China, Article 6 of the Administrative Penalty Regulations on Price Illegal Actions, has one of the following promoting commodities to make corrections, confiscated illegal illegal The income is fined below 5 times the illegal income; if there is no confiscation, a fine of 50,000 and 500,000 yuan shall be imposed, and the circumstances with severe circumstances will be fined more than 3 million yuan.

"Penalties are reasonable, and this is an important basis for ensuring people's livelihood. In the early stages of the epidemic, the price controlled, and the people could only buy vegetables. If they did not fight from the source. High? "The staff member responded.

Fund Jun was in Shenzhen. Today, I saw the report from the Shenzhen Health and Health Committee. A big brother lived at the bottom of the overpass and confirmed. I hope this day has passed earlier.

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