The central bank decided to subpo 2 percentage points from September 15; domestic refined oil prices may end five consecutive declines;

1. In order to improve the ability of foreign exchange funds for financial institutions, the People's Bank of China has decided that starting from September 15, 2022, the reserve rate of foreign exchange deposits of financial institutions has been reduced by 2 percentage points, that is, the foreign exchange deposit reserve ratio has been reduced from the current 8%to 6 to 6 %.

2. Liu Guoqiang, deputy governor of the People's Bank of China, stated at the routine briefing of the State Council's policy that the next step is to further play the role of the guiding role of the loan market quotation interest rate and the market -oriented adjustment mechanism of deposit interest rates. The loan end reduces the cost of corporate financing and personal credit. In the next stage, the People's Bank of China will implement a stable monetary policy, consolidate the foundation of economic recovery development, and do not engage in large water irrigation and unreasonable future. Li Fei, assistant minister of the Ministry of Commerce, said at the meeting that it further promoted consumption in key areas such as automobiles, home appliances, and home furnishings, and increased targeted relief assistance.

3. Mao Ning, a spokesman for the Ministry of Foreign Affairs, presided over a regular press conference. A reporter asked questions that on August 2nd, local time, the Treasury Secretary of the Seven Kingdoms (G7) reached an agreement to implement the upper limit of the price of oil on Russia. Will China join them? Mao Ning said that oil is one of the global commodities, and it is essential to ensure the safety of global energy supply. We hope that the relevant countries will make constructive efforts to promote the relief of the situation through the dialogue, rather than the opposite.

4. According to the China Earthquake Network, at 12:52 on September 5, 2022, a magnitude 6.8 earthquake occurred in Luding County, Ganzi Prefecture, Sichuan Province, with a depth of 16 kilometers. As of 21:00 on September 5th, the earthquake has caused more than 30 people to die. The Ganzi Prefecture's earthquake relief headquarters decided to adjust the state -level earthquake emergency response to the first level.

5. The Comprehensive Department of the National Energy Administration publicly solicited opinions on the "Administrative Measures for the Development and Construction of Photovoltaic Power Station (Draft for the Secondary Consultation)", encouraging enterprises to adopt advanced technologies such as smart grids to improve the ability of photovoltaic power generation to accept photovoltaic power generation.

6. Passenger Federation stated that the national new energy passenger car market maintained a strong and good trend in August. Considering that individual enterprises in the main enterprises due to the reduction of production in August in July, the main enterprises (more than 10,000 vehicles) accounted for accounting Compared with last month, it will be slightly higher, so it is estimated that the wholesale sales of new energy passenger car manufacturers in August is 625,000, an increase of about 10%from July, and a year -on -year increase of about 100%.

7. The "Regulations on the Management of the Color Delivery Commodity of the Shanghai Futures Exchange" (revised version in August 2022) released in the last issue of the period (revised version in August 2022), adding the content of nickel beans, and adjusting some terms. The transaction fee of the nickel futures varieties related to the last issue, since September 7, 2022 (that is, night on the evening of September 6): Nickel Futures NI2210, NI2211, NI2212, NI2301 Contract Day Pingchang trading handling fee adjustment adjustment adjustment adjustment adjustment adjustment adjustment adjustment adjustment adjustment adjustment adjustment adjustment adjustments It is 60 yuan/hand.

8. Leng Bing, deputy general manager of Guangzhou Futures Exchange, said at the 2022 Platinum Metal Market Summit on September 5 that the broad -year plan was planned to launch industrial silicon futures within the year.

9. The General Office of the Shanghai Municipal People's Government issued the "Implementation Plan for the Innovation and Development of Smart Connected Automobiles in Shanghai". By 2025, cars with L2 and L3 -level autonomous driving accounted for more than 70%of the production of new cars. The plan proposes that a number of key areas such as the focusing car -level chip and lidar, organize and implement a number of research projects; build a multi -level intelligent connected car key component industrial system to promote eligible enterprises to split and list; Latey car road network facilities, implement intelligent infrastructure reconstruction projects.

10. According to Shanghai Steel Publication data, the quotation of lithium battery materials rose and declined yesterday, and nickel beans rose 6800 yuan/ton; cobalt carbonate rose 1500 yuan/ton; electrolytic cobalt fell 3000-7500 yuan/ton; VC fell 12,000 yuan/ Ton.

11. At 24:00 on September 6, a new round of domestic oil -based price adjustment windows will be opened. Institutions generally estimate that the price of domestic refined oil products will usher in the first half of the year, and it is expected to end the "five consecutive declines".

12. According to the data released by the market research company SNE Research on Monday, in July, in July, BYD provided a 6.4GWh battery in the global electric vehicle battery market, second only to the Ningde era supplying 13.3GWh. LG's new energy slipped to third place with 4.4GWh, followed by 2.9GWh controlled by Panasonic Holdings in Japan.

1. Announcement of Yongxing Materials, due to the actual situation and facing the new situation in the process of project preparation, the termination agreement with the Ningde Times signed a joint venture business agreement.

2. GAC Group announced that in August, the sales volume of new energy vehicles was 30,443 units, an increase of 137.61%year -on -year.

3. Bowei Alloy Announcement, the company's products do not involve infringing ASGT's patent rights and can be exported to the United States normally.

4. Tenglong shares announced that it has become a supplier of gas liquid separator of a well -known new energy host factory.

5. Xiangxin Technology Announcement, winning the bid for 700 million to 800 million yuan inverter and energy storage related product projects.

6. Lifan Technology announced that in August, the sales of new energy vehicles were 3,375 vehicles; this year, the cumulative sales of new energy vehicles were 19,435 units, an increase of 18063.55%year -on -year.

7. SAIC Group announced that the total sales volume of the entire vehicle in August was 5,12081, a year -on -year increase of 12.94%.

8. National Aircraft Precision Announcement, intending to invest in a new high -power MPCVD French single crystal diamond project (Phase II).

9. Liyang Chip Announcement, recently completed the development of the world ’s first Beidou short newspaper SOC chip to develop and enter the mass production phase. The company provides wafer -level testing services for the chip. 10. Muyuan shares announced that in August, the company sold 4.887 million pigs (of which pigs were sold for 303,000 heads), with sales revenue of 11.660 billion yuan.

11. Tongwei shares announcement, the expected net profit of returning mother during the power limit period is expected to decrease by about 753 million yuan.

12. Watson Biological Announcement, the board of directors Zhang Li was investigated for personal reasons.

Soochow Securities: The index stabilizes, and the popularity of the market has begun to rise

Soochow Securities pointed out that the current market is short -term, and the release of decline momentum is temporarily coming to an end. In combination with the volume and rise and fall ratio, the market popularity has begun to rise. In terms of operation, investors can gradually increase their positions, choose varieties with high industry prosperity for layout and transactions, and temporarily avoid non -expected performance growth and excessive increases.

Galaxy Securities: The A -share market is at a low valuation, and the staged market is expected

Galaxy Securities pointed out that in the short term, the A -share market is at a low valuation, and the staged market is expected. For medium and long -term analysis, structural opportunities are still dominant, industry choices are key. In terms of industry layout, some of the internal departments of agriculture, forestry, animal husbandry and fishing and consumer industry are obvious. It is recommended to focus on the detailed industry. Energy and new energy still have opportunities for upward, including petrochemical, natural gas, coal and new energy vehicle industry chain, green power, energy storage, etc.; Domestic alternative technology is also the key to the future industry game. The relative income opportunities such as artificial intelligence and digital economy; infrastructure investment is an important part of stabilizing the economy in the second half of the year, which can be paid appropriate.

Minsheng Securities: The premium premium of lithium resources has increased significantly, and the future price center and industry profitability are expected to continue

Minsheng Securities pointed out that in terms of energy and metals, new energy demand is still high, the supply and demand structure has been tight for a long time, and the resource premium capacity has improved. In terms of lithium, the supply bias structure is determined, the premium premium of lithium resources has increased significantly, the long -term trend of electrification is unchanged, the supply and demand pattern will still be better for a long time, and the future price center and the industry's profit level are expected to continue. In terms of cobalt, the short -term supply is facing the pressure of increased supply and weak demand, but the battery demand continues to be better, and under the expected national collection and storage expectations, the price may bottom out. In terms of nickel, short -term structural shortage pushs nickel prices, and the demand end is about to mass production at 4680 batteries. In the future, the trend of high nickelization is more certain. It is recommended to focus on Huayou Cobalt, China Mining Resources, Tianqi Lithium, Tibet Mining, and Ganfeng Lithium.

1. Due to the New York Exchange, the New York Exchange closed on Monday. European stocks closed mostly, and the German DAX index fell 2.22%.

2. OPEC+agrees to reduce production in October and seek stabilizing the global oil market. The settlement price of Brent crude oil futures rose 2.92%in November, and WTI crude oil closed up 2.3%in November.

3. On Monday, the most active December gold price price of the New York Commodity Exchange's gold futures market increased slightly slightly by 0.07%from the previous trading day to close at $ 1723.80 per ounce. On the same day, the price of silver futures delivered in December rose 1.14%to $ 18.09 per ounce.

Premier Ukraine: Ukraine has been prepared to join the EU in early 2023 to negotiate

Ukrainian media reported on the 5th local time that Ukraine Prime Minister Shmegal, who was visiting Europe, said on the same day that Ukraine plans to complete some suggestions made by the European Union by the end of this year and began to negotiate with the Alliance in early 2023. Sh Megal said that the Ukrainian government's goal is to fully integrate into the EU in a short time and become its members. It is reported that Berley, a senior representative of EU diplomacy and security policy, said that Ukraine's negotiations to join the European Union will start immediately after meeting Ukraine, and the European Commission will evaluate this.

The Minister of Energy Russia said: Russia has no intention of turning liquefied natural gas transactions to use ruble settlement

Russian Energy Minister Nikolai Shulginov said in an interview with the Tas News Agency at the Oriental Economic Forum that Russia did not discuss the possibility of paying liquefied natural gas with rubles, including Sahalin No. 2 project.

Russian gas is called: Beixi natural gas pipeline technology failure can only be repaired by a special maintenance company

Russia's Natural Gas Industry Co., Ltd. said that it received a warning of technical faults from the Russian authorities about Potova compressor stations through the Beixi Pipeline pumping natural gas. The compression station has become a dangerous production facility. Siemens Energy Corporation said that the technology failure can only be repaired by a special maintenance company. If a single turbine uses a single turbine in Beixi No. 1 natural gas conveying pipeline, it will cause fire risks, and it will also violate Russian laws.

Copy the supply of Russian gas supply to the EU considering formulating new natural gas benchmark and upper limit

As Russia's Gazprom PJSC decided not to restart the Beixi pipeline after maintenance, EU leaders faced increasing pressure because they needed to solve the problem of soaring energy prices in winter. Today, the European Union is considering formulating a new natural gas benchmark and price limit, and the ministers are scheduled to debate on Friday on the form of emergency intervention plans for the energy market on Friday.

Saudi Energy Minister: After OPEC+agrees to reduce production, it will maintain the initiative of the oil production policy

Saudi Energy Minister Abdul Aziz said in an interview on Monday that OPEC+for more than a year has cut off oil supply indicating that the organization's attitude towards the global crude oil market is serious and is willing to take the actions of premium. Previously, OPEC+agreed to reduce 100,000 barrels per day in October. "This decision shows our willingness to use all the tools. This simple adjustment shows that we will keep careful vigilance in supporting market stability and effective operations, first -initiative, and active initiative to benefit market participants and industries," he Said. Tellas is elected as the new British Conservative Party, and will be the new Prime Minister of the UK

On September 5, local time, Graham Bredi, chairman of the "1922 Committee" of the British Parliament Conservative Party Member Group, announced the voting results of the preferred election of the Conservative Party. The current Foreign Minister Elizabeth Tellas defeated the former Financial Minister Rich Sonak and was elected as the new Conservative Party ruling in the UK. On the 6th, at 47 -year -old Tras will go to Scotland to be officially appointed by the British Queen Elizabeth II and become the new Prime Minister in the UK.

California in the United States announced that the state's power grid has entered an emergency state

Considering that the continuous heat wave may push California's power system to the limit, California announced on September 5 that the state grid of the state has entered an emergency. It is reported that many regions of California will exceed 110 Hualhi (about 43.3 degrees Celsius) on the 5th, and it is expected that the electricity consumption will reach 48.9 gigmatogenet on the day, the highest since 2017. California power grid operator predicts that energy shortages will occur from 17:00 on the 5th to 21:00.

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