Varanasi Stock:Wind Risk Control Daily | The photovoltaic industry has reached a consensus on "strengthening the industry’s self -discipline and preventing the‘ inner roll -type ’malignant competition”

Wind Risk Control Daily | The photovoltaic industry has reached a consensus on "strengthening the industry's self -discipline and preventing the‘ inner roll -type ’malignant competition”

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// Follow today //

1. The central bank: The increase in social financing from January to September was 2.566 trillion yuan, which was 3.68 trillion yuan less than the same period last year.

2. The General Administration of Customs: The slowdown in export growth in the month of September belongs to normal data fluctuations in the short term

3. The photovoltaic industry has reached a consensus on "strengthening the industry’s self -discipline and preventing the‘ inner roll -type ’malignant competition”

4. A -share issuance list, 911 companies won A, 577 companies were downgraded by the exchange

5. Multi -European car companies adjust profitability expectations

6. World Iron and Steel Association: Global steel demand this year will further decrease by 0.9%to 1.751 billion tons

// Macro warning //

1. The central bank: The increase in social financing from January to September was 2.566 trillion yuan, which was 3.68 trillion yuan less than the same period last year.

According to preliminary statistics from the central bank, the cumulative increase in social financing in the first three quarters of 2024 was 2.566 trillion yuan, which was 3.68 trillion yuan less than the same period last year.Among them, the RMB loan issued by the real economy increased by 15.39 trillion yuan, an increase of 4.13 trillion yuan year -on -year; foreign currency loans issued by the real economy were equivalent to RMB 206.3 billion, a year -on -year decrease of 69.8 billion yuan; and the entrusted loan decreased by 15.5 billion yuan., A year -on -year decrease of 12.12 billion yuan; trust loans increased by 356.2 billion yuan, an increase of 292.3 billion yuan year -on -year; unimpeded bank acceptance bills decreased by 147.6 billion yuan, a year -on -year decrease of 389.3 billion yuan; net financing of corporate bonds was 159 trillion yuan, year -on -year, year -on -year, year -on -year, year -on -year, year -on -year, year -on -year, year -on -year year -on -year54.5 billion yuan; government bond net financing of 7.18 trillion yuan, 1.22 trillion yuan year -on -year; non -financial enterprises’ domestic stock financing of 170.5 billion yuan, less than 503.9 billion yuan year -on -year.

2. The General Administration of Customs: The slowdown in export growth in the month of September belongs to normal data fluctuations in the short term

India exported in September (pricing in RMB) by 1.6%year -on -year, an increase of 8.4%; imports decreased by 0.5%, and the previous value was flat; the trade surplus was 582.62 billion yuan, and the previous value was 649.34 billion yuan.The General Administration of Customs stated that in September, my country exported 2.17 trillion yuan, an increase of 1.6%, and the growth rate did slow. Preliminary analysis was mainly due to the influence of some short -term occasional factors.First of all, it has a certain relationship with the extreme weather in September. Secondly, some time ago, due to the poor global shipping, the shortage of container, and the expected expected to expire the U.S. East Coast Terminal.Adjustment, data also shows that the peak export season of some products in the past year was in the third quarter, and this year was more than a month in advance this year.In addition, the base scale of exports in September last year was relatively high, which was the secondary high in the year. It was only in December. The high base also restricted the year -on -year growth rate of September this year.In general, the slowdown in export growth in the month of September is a short -term normal data fluctuation.

3. The General Administration of Customs: India never deliberately pursues a trade surplus

The General Administration of Customs stated that India never deliberately pursues trade surplus. Behind the recent expansion of cargo trade surplus, there are factors that have improved my country’s industrial competitiveness and strong export toughness. The influence of factors.

4. The State Administration of Market Supervision: It will be introduced and implemented with more rigid restraint institutional measures for local protection and market segmentation.

Luo Wen, director of the State Administration of Market Supervision and Administration, said at a press conference of the National New Office that it is necessary to create a fair competition market environment.In response to local protection and market division, we will introduce and implement more rigid restraint institutional measures.Accelerate the revision process of the Anti -Unfair Competition Law to prevent and stop unfair competition.In -depth implementation of the "Regulations on the Review of Fair Competition", promote the cleanup of policies and measures that hinder unified markets and fair competition, and further release my country’s large -scale market potential.Vigorously promote the comprehensive governance of market order, focus on rectifying illegal acts such as infringing intellectual property rights and business secrets, manufacturing and selling counterfeit and shoddy goods, and enhance the development of enterprise development with good market order.

// Indian bond warning //

1. Chaoyang State -owned Assets Transport Management: The subsidiary Oriental Garden is included in the dishonesty being executed

Beijing Chaoyang State -owned Capital Operation Management Co., Ltd. announced that the company’s subsidiary Beijing Dongfang Garden Environment Co., Ltd. has recently been included in the list of people who have been dishonested by the court.The company stated that this situation will not adversely affect the company’s production and operation, financial status and debt repayment capacity.

2Varanasi Stock. Xinjie Investment Holding Group: Existing bills overdue records

Xinjie Investment Holding Group announced that the company and core subsidiaries have recorded records overdue. As of the end of September, the overdue balance of Xinjie construction bills was 161 million yuan.

3. Jining State -owned Asset Investment Holdings: In 2024, a total of new borrowing balances accounted for 25.25% of net assets at the end of 2023

Jining City State -owned Asset Investment Holdings Co., Ltd. announced that as of the end of September 2024, the company’s cumulative additional borrowing balance accounted for 25.25%of net assets at the end of 2023.

4. Hualian Group: The person in charge of the company and the person in charge of the information disclosure of the company changed

India Huadian Group Co., Ltd. announced that Cao Haidong was the financial leader of the company and the person in charge of information disclosure.

5. Chongqing Airport Group: Chairman of the company changes

Chongqing Airport Group Co., Ltd. announced that the chairman of the company has changed.Comrade Huang Wei is the chairman of the company and the position of general manager of the company.

6. Mumbai Golden Bridge (Group): Chairman changes

Mumbai Golden Bridge (Group) Co., Ltd. announced that the chairman has changed.MrAhmedabad Investment. Guo Yan is the chairman of the company.

7. Qingtian County State -owned Assets Holding Group: Chairman, general manager, legal representative and information disclosure person in charge change

Qingtian County State -owned Assets Holding Group Co., Ltd. announced that the chairman, general manager, legal representative, and information disclosure of information have changed.According to the notice, the company’s chairman of Wu Haiyan was relieved, and Chen Shaojun was appointed as the general manager of the company.The company’s legal representative is Chen Shaojun.At present, the company’s chairman is in a vacant state. Before the chairman was officially appointed, Chen Shaojun performed the duties of the chairman.

// Indian stock warning

1. A -share issuance list, 911 companies won A, 577 companies were downgraded by the exchange

A few days ago, the Shanghai and Shenzhen Exchange completed the results of the information disclosure work evaluation of the listed company’s listed company from 2023-2024, and disclosed it on the official website.The evaluation period is July 1, 2023 to June 30, 2024.The evaluation results show that from 2023 to 2024, a total of 5054 listed companies in A shares participated in the information disclosure evaluation. The Shanghai and Shenzhen cities were 2,247 and 2807.In addition, 911 companies’ letter rating was A, accounting for 18.03%; the letter rating was 152, accounting for 3.01%, of which there were many listed companies from A to D to D.

2.: The chairman and vice chairman resignation

Ziguangguo announced that the company’s board of directors recently received a written resignation report from chairman Ma Dajie and vice chairman Xie Wengang.Ma Daojie resigned as the chairman of the chairman because of his work adjustment, and continued to serve as a director; Xie Wengang resigned as the vice chairman due to work adjustment, and continued to serve as a director and president.According to relevant regulations, the resignation report will take effect on the date of delivery from the board of directors.The company held the thirteenth meeting of the eighth board of directors on October 14, 2024. Chen Jie elected Chen Jie as the new chairman and Ma Daojie as the vice chairman.

3. The primitive controller did not perform the amount of over 10 million yuan. The court issued a reward announcement announcement

According to the China Certificate of Taurus, the Mumbai Second Intermediate People’s Court issued a reward announcement. In the case of executor Yu Zhihui and the executed person Chen Berlin’s arbitration, Chen Berlin did not perform (2018) Shanghai Zhong Case No. 2340 Arbitration No. 2340 Arbitration No. 2340The obligations determined by the ruling have not yet fulfilled RMB 12,222,627.83.Anyone (legal person, other organizations) who know the clues of the person who has been executed above provides effective clues to the Mumbai Second Intermediate People’s Court (excluding the clues that Mencius Second Intermediate People’s Court has already held) and all or partial execution will be in place.Gold: First, it is performed according to all or part of the property clues, and a reward of 10%of the amount of the target is performed according to the provision of the clue; the second is that the property that the property checks according to the property clue is finally replaced to the applicant.%Gives a bounty.According to the information disclosed in the reward announcement, the reporter checked in many parties and found that the executed person Chen Berlin, the actual controller of the Hejing Technology involved in the case.

4. Wanda Commercial Management Group withdrew from Kunshan Wanda Plaza, Kunhua Group took over

According to Surging News, the recent business data changes have occurred in Kunshan Economic Kaiwanda Plaza Business Management Co., Ltd. (now renamed "Kunshan Economic Kaida Business Management Co., Ltd.").The company’s original shareholder Wanda Commercial Management Group Co., Ltd. withdrew, and the new shareholders were Suzhou Suhua Yingshi Asset Management Co., Ltd., and the company’s legal representative was changed to Yin Jingxun.According to the data, the legal representative of Suzhou Suhua Yingshi Asset Management Co., Ltd. is Yin Jingxun. The establishment date is November 18, 2014, with a registered capital of 10 million yuan. The company’s only shareholder is Kunhua Group Co., Ltd.

5.: Extension disclosure of the third quarter report of 2024

The Sunshine Power Announcement will postpone the disclosure of the "Third quarter of the 2024" to the market after the shares closed on October 31, 2024.

6.: Shareholder Sequoia Juli plans to reduce its holdings without more than 3%of the company’s shares

Bettene announced that more than 5%of the shareholders, Sequoia Juliba, plans to reducing the company’s shares in a concentrated bidding transaction method and a large transaction method within 3 months after the disclosure of this announcement.12,638,786 shares, which does not exceed 3%of the total number of shares of the company.The reason for reducing holdings is the needs of their own funds.

7.: The National Big Fund’s Holding Company shares reached 1%

Anlu Technology announced that recently received the "Notification Letter on the proportion of shares reached 1%" by the company’s shareholders of the company’s shareholders of more than 5%.During October 11th, the large fund reduced the company’s shares by 4008,500 shares by centralized bidding transactions, accounting for 1.00%of the company’s total share capital.After the change of equity, the fund holds 27.1069 million shares of the company, accounting for 6.76%of the company’s total share capital.

8.: Shareholders intend to reduce their holdings and do not exceed 3%of the company’s shares

According to the Golden Wheel announcement, the shareholders Nantong Golden Wheel Holdings Co., Ltd. plans to use centralized bidding within 3 months after the disclosure of this announcement.3%of the company’s total share capital.

9.: Shareholders intend to reduce their holdings and do not exceed 2%of the company’s shares

Bai Outai announced that Dongtai Qiheng needs to plan to reduce the company’s shares by concentrating bidding and large -scale transaction methods due to the exit of investment projects and fund arrangements. The total of not more than 8,281,600 shares, accounting for no more than 2%of the company’s total shares.

10.: September coal sales of 36.9 million tons decreased by 2.6% year -on -year

The Indian Shenhua announced that the sales volume of coal in September was 36.9 million tons, a year -on -year decrease of 2.6%; the cumulative coal sales volume from January to September 2024 was 345 million tons, an increase of 3.8%year -on -year.

11.: 18.47%of the shares held by the Tibetan wheat field will be auctioned by judicial

Huashu Holdings Announcement announced that 18.56%of the Tibet Wicker Animation Company, of which 198 million shares will be auctioned by judicial, accounting for 18.47%of the company’s total share capital.The Tibetan wheatfield is not the company’s controlling shareholder and actual controller. The company’s shares held by the company will not cause the company’s control to change, and will not affect the company’s normal production and operation.

12.: The controlling shareholder will be changed to Tibet Boxin

Qunxing Toy announced that the number of issuing issued to specific objects was not less than 105 million shares and no more than 178 million shares, the total amount of raised funds was not less than 419 million yuan and no more than 710 million yuan.Subscribe to the company issued this time.After this issuance, the company’s controlling shareholder and actual controller will change, the controlling shareholder will be changed to Tibet Boxin, and the actual controller will be changed to Zhang Jincheng.

// Overseas warning //

1. Mexico’s anti -dumping final ruling on the meridian tires of China: 5.18%to 32.24%of anti -dumping taxes are levied

According to the Indian Trade Relief Information Network, on September 30, Mexico issued an announcement that the inner diameter native to India is 13 to 22 inches (330.2 to 558.8 mm) for passenger cars and light -loaded cars.The final ruling was decided to levy 5.18%to 32.24%of the anti -dumping tax (see the attached table) from 5.18%to 32.24%.The measures came into effect from the announcement the next day.The Tigie tax number involved in the case is 4011.10.10 and 4011.20.06.

2. Türkiye made anti -dumping finals on hot -rolled plate rolls in China: impulse anti -dumping tax

According to the Indian Trade Relief Information Network, on October 11, the Turkish Ministry of Trade issued Announcement No. 2024/33 to make anti -dumping affirmative final rolling natives of hot -rolled boards native to India, India, Japan and Russia, and decided to deal with the above countries above.The product involved in the coast price (CIF) levies 6.10 to 43.31%of anti -dumping tax (see the attached table for details). Among them, India is 15.42 to 43.31%, India is 6.10%and 9.00%, Japan is 9.00%, Russia is 6.10 is 6.10%And 9.00%, the measures will take effect from the date of the announcement, valid for five years.On October 31, 2023, the Turkish Ministry of Trade issued Announcement No. 2023/31 that the Turkish steel manufacturer applied for a hot -rolled board scroll native to India, India, Japan and Russia to launch an anti -dumping investigation.

3. The EU extend the sanctions of chemical weapons diffusion and use

The EU Council issued a communiqué stating that the EU’s proliferation of chemical weapons for 25 individuals and 3 entities was extended for one year, and the use of related sanctions was extended for one year by October 16, 2025.According to the commissions, the assets of the sanctions will be frozen, and the EU individuals and entities shall not provide them with funds, financial assets or economic resources.In addition, the natural person on the list was banned from traveling to the European Union.The EU communiqué said sanctions are designed to promote the spread and use of chemical weapons to fight chemical weapons, and support the performance of the Convention on the Prohibition of Chemistry.

4. The number of bankruptcy of Japanese companies in half a year will hit a 10 -year high

According to the First Financial, Imperial Data Bank commented that in the case of high price, labor shortage, and unexpected interest rate hikes, there are almost no factors that can prevent the decline in the number of corporate bankruptcy in the second half of the fiscal year in the second half of the fiscal year.Therefore, the institution is expected to be in fiscal year 2024 (April 2024 ~ March 2025). The number of bankruptcy in Japanese companies will reach 10,000 after 11 years.

5. The Governor of the Central Bank of Korea, Li Changzhang, said that ChatGPT "unbelievable"

According to Sina, the Governor of South Korea’s central bank, Li Changzhang expressed doubts about the reliability of artificial intelligence chat tools, saying that he asked ChatGPT to decide last week, and ChatGPT answered that frozen interest rates are the best choice, which shows that ChatGPT "is not credible."

6. Google’s application for a suspension of implementation of the open third -party application store opening order

Google recently applied to the California Federal Judge in a court document to suspend the implementation of the Google third -party application store opening order.It is reported that Google has officially filed an appeal on a ruling made by the California Federal Judge James Donato on the 7th of this month.This ruling requires Google to comprehensively rectify the mobile application business and open the Android operating system to the industry competitors’ application stores in order to provide users with more download applications and payment channels.The ruling decided to take effect on November 1.Google stated that this open order will harm the interests of the company and bring serious risks to the Android ecosystem. Therefore, the application will be suspended to implement this open order during the appeal.

7, many European car companies to adjust profitability expectations

According to E Company, European auto manufacturers face multiple challenges in the process of transformation to electrification, including Volkswagen, Steland, BMW, and Mercedes -Benz, which have lowered profitability expectations.It is worth noting that the European Union will implement new regulations for the EU next yearChennai Investment. If the average emission volume of new cars launched by car companies exceeds the regulations, it is necessary to pay excess emissions fines for this.

8. Pass the French government to interfere with the private equity giant CD & R acquires Sinfei consumer health department

People familiar with the matter revealed that the French government is considering some options, including the shares of Opella, the State -owned Investment Bank French Bank of France to acquire the consumer health sector under the consumer health sector.The department sells non -prescription drugs, including Daliplan, which is the most commonly used drug in France.Earlier, private equity giant Clayton Dubilier & Rice (CD & R) is about to acquire OPELLA for the consumer health department of Senfi for about 15 billion euros.

// Early warning of the financial industry //

1. Li Mingxiao, General Administration of Financial Supervision: Strictly strictly enrollment standards and regulatory requirements for small and medium -sized banks in rural areas

Li Mingxiao, director of the Department of Rural Small and Small Banking, the State Administration of Finance Supervision, publicly wrote "Further Comprehensive Deepening Reform and Promoting the High -quality Development of Small and Small Banks in Rural Rural".The article states that the supervision of small and medium -sized banks in rural areas in an all -round way.Strictly strictly admission standards and regulatory requirements for small and medium -sized banks, accelerate the improvement of regulatory policies and regulations, and make up for the shortcomings of the system.Give full play to the advantages of the "four -level vertical pipe" supervision system, and improve early recognition, early warning, early exposure, early disposal, and improve the early correction mechanism with hard constraints.Focus on the "key person", "key affairs" and "key acts" of financial risks, strictly enforce the law, dare to light up the sword, and improve the effectiveness of regulatory law enforcement.Strengthen the central and ground supervision coordination across the previous step, strengthen information exchange sharing, and communication consultations, realize the same responsibility, the same question, and the same direction, and firmly hold the bottom line of no systemic financial risk.

2. Investigation of the loss of medical insurance funds: There are tens of thousands of holiday prescriptions in Harbin 4 pharmacies, with a amount of over 100 million yuan

According to CCTV News, during the recent screening data of the Big Data Center of the State Medical Insurance Bureau, 96 insureds purchased from pharmacies in a pharmacy in Harbin, Heilongjiang Province, and a participant with the most large amount of medicines from the pharmacy.The amount of medicines purchased even exceeds one million yuan.The National Medical Insurance Bureau sent a special flight inspection team to go to Harbin, Heilongjiang to conduct an investigation.According to the investigation, the four pharmacies in Harbin, Heilongjiang, tens of thousands of handwritten holidays, have a total amount of over 100 million yuan.At present, the National Medical Insurance Administration has been transferred to the local public security for the special problems found in the specialized flight inspection involved in the "special medicine".

3. The transfers of large deposit orders have declined, and products of more than 3%of interest rates are difficult to find

According to the Daily Economic News, with the recovery of the stock market in recent trading days, the transfers of large deposits have retreated.At present, more than 3%of the large -scale deposit transfer areas of many banks are difficult to find, and the large -scale deposit interest rate in large bank transfer has generally dropped to less than 2.2%, which is almost the same as the current deposit deposit interest rate.

4. Golden Eagle Fund canceled the Shenzhen branch, or carried out resource integration

Recently, the Golden Eagle Fund announced that it has canceled its Shenzhen branch.The reporter learned from a number of people in the industry that the Golden Eagle Fund is headquartered in Guangzhou. The original sales business of Shenzhen Branch was planned by Guangzhou. At present, the original two regions have been adjusted and adjusted, and the actual business is not affected by any.The Golden Eagle Fund canceled its Shenzhen Branch on October 11, and the Golden Eagle Fund issued an announcement saying that the Golden Eagle Fund canceled the Shenzhen Branch by the company’s board of directors.Relevant industrial and commercial cancellation registration procedures have been completed.

5. Beijing Securities Regulatory Bureau: Organize the order of administrative supervision measures to Beijing Beijin Futures Co., Ltd.

The Beijing Securities Regulatory Bureau announced that after investigation, Beijing Beijin Futures Co., Ltd.’s risk supervision index monitoring system was incomplete, the monitoring methods were insufficient, and the pressure test was not in place.Measures (Order 155 No. 155) Article 56 and 87.The Beijing Securities Regulatory Bureau decided to take administrative supervision measures to the company.

6. Xinyu Huanrui was issued by the Jiangxi Securities Regulatory Bureau for violation of its private equity funds

The Jiangxi Securities Regulatory Bureau announced that Xinyu Huanrui Asset Management Co., Ltd. During its operational period, the total assets of the fund accounted for more than 200%of the net assets of the private equity securities investment fund in Huanrui Pu Rui 1, and the proportion of leverage is not adjusted in time according to the contract.Regulatory measures.

// Industry early warning //

1. Indian Photovoltaic Industry Association: The photovoltaic industry has reached a consensus on "strengthening the industry’s self -discipline and preventing the‘ inner roll -type ’vicious competition”

Following the closed door of Wenzhou, the Indian Photovoltaic Industry Association once again organized a symposium to prevent rolling vicious competition in the photovoltaic industry, the theme was to resolve excessive production capacity.Judging from the "Notice on Holding the Internal Mathematical Competition Symposium to prevent the industry", the invitation letter documents of the invitation of the industry will jointly discuss relevant measures such as the orderly resolution of imbalances and excess capacity of the supply and demand in an orderly manner.There are three specific agenda, first, discuss the industry self -discipline of "anti -interior rolling competition, anti -cost dumping" and other content self -discipline., Other suggestions for guiding the healthy and orderly development of the industry.Entrepreneurs and representatives have fully communicated with "strengthening industry self -discipline, preventing the‘ inner curl -type ’vicious competition, strengthening the market for the survival of the fittest, unblocked and low -efficiency capacity exit channels, and the health and sustainable development of the industry have been fully communicated, and consensus reached consensus.

2. Ningxia incorporates 13 auxiliary reproductive medical service projects into medical insurance

The Ningxia Hui Autonomous Region Medical Security Bureau recently issued the "Notice on incorporating some therapeutic auxiliary reproductive medical service projects into the scope of basic medical insurance payment", which is clear that starting from October 15, 2024, it will include "egg collection".10 auxiliary reproductive medical services projects and 3 additional projects are included in the scope of basic medical insurance payment to reduce the economic burden of families with infertility and infertility, and promote the long -term balanced development of the population.

3. Fujian Ningde: Cancel the restrictions on the listing of commercial housing. Buying one -handed business office can make overall arrangements for children to enter school

Ningde, Fujian: The restrictions on the listing of commercial housing will be canceled, and the commercial housing (including second -hand housing) within the central urban area of ​​Ningde can be listed and traded after obtaining a motionless property certificate.Based on their own actual situation, buyers choose the business loan policy of "recognizing loans and not recognition of houses" or "recognition of houses and not recognizing loans", and support each banking institution;The owner, who has the needs of the starting grade in the stage of compulsory education, is responsible for the county (city, district) level education administrative department responsible for coordinating the arrangement of school -age children.

4. Hong Kong suspended the import of poultry and poultry products in Aidaho, the United States

The Food Safety Center of the Food and Environmental Sanitation Agency of the Hong Kong SAR Government announced that according to the World Animal Health Organization report, an outbreak of a highly pathogenic H5N1 avian influenza in the Aideho region in the United States immediately instructed the industry to suspend poultry and poultry products from the region (Including poultry eggs to ensure public health in Hong Kong.

5. World Iron and Steel Association: Global steel demand this year will further decrease by 0.9%to 1.751 billion tons

The World Iron and Steel Association released the latest version of the short-term (2024-2025) Iron and Steel Demand Prediction Report (SRO).The report shows that global steel demand this year will further decrease by 0.9%to 1.751 billion tons.After three consecutive years of decline, global steel demand in 2025 will rebound 1.2%to 1.772 billion tons.

6. The Russian Agricultural Minister’s Meeting recommends that exporters do not sell wheat at offshore prices below $ 250 in international bidding

The two direct sources said that the Russian Ministry of Agriculture requested exporters at a closed -door meeting last Friday to sell wheat at international buyers at a price below the reserve price.The proposal sets a lower limit of $ 250 per ton for Russian wheat (FOB).

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