October 12th The bond market warms up for policy guidance
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International Crude Price Trend & Exchange Rate of RMB to USD Trend
Domestic News
1. CSI A50 ETF distributes "red envelopes" with sincerity and has paid dividends 3 times during the year
2. "The decline of credit bonds a few days ago is basically back"! Has the bond market stabilized?
3. The 2024 Global National Assessment Capacity Conference will be held in Yanqing, Beijing
4. The national railway implements the new freight train operation map to further increase the coal transportation capacity
5. This week, more than 100 listed companies received research, and the impact of policies became the focus of attention
International News
1. The Israeli military said that two drones entered Israeli airspace from the direction of Lebanon, causing damage to a building
2. Explosions were heard in the Tel Aviv area of Israel
3. Lebanon government claimed that the Israeli attack killed two Lebanese soldiers
4. Germany promises a new round of military support to Ukraine
5. The Prime Minister of Spain called on the international community to stop arms exports to Israel
Domestic News
1. CSI A50 ETF distributes "red envelopes" with sincerity and has paid dividends 3 times during the year
Since the beginning of this year, public offering institutions have focused on enhancing investors' sense of gain and set off a dividend boom. The dividend design is also a distinctive feature of the first batch of CSI A50 ETFs, and many of them have recently distributed "red envelopes", which can be described as full of sincerity. On October 9, the CSI A50 ETF under ICBC Credit Suisse Fund paid cash dividends for the third time since its establishment, becoming the first CSI A50 ETF to pay dividends three times during the year, with a cumulative dividend rate of 1.98%. At the same time, the product adopts the cash dividend method, which does not involve dividend reinvestment, and the dividend is free of handling fees. In the view of ICBC Credit Suisse Fund, the unexpected increase in macro policies is expected to drive the performance of enterprises to bottom out and rebound, and the core assets of A-shares are expected to take the lead and directly benefit from the resonance of the capital market and economic growth with the help of multiple advantages in scale effect, market position and profitability.
2. "The decline of credit bonds a few days ago is basically back"! Has the bond market stabilized?
The week of fierce stock market battles has come to an end, but bond investors' nerves have not yet relaxed. Since the stock market rose on September 24, the bond market has continued to adjust sharply before the National Day and on the first trading day after the holiday, and the yields of major maturities have risen across the board. After a stock market correction from October 9 to October 11, the bond market finally began to warm up, and liquidity began to recover. The person in charge of bond investment at an asset management institution told reporters that as of the evening of October 10, the decline of credit bonds in the previous few days had basically returned. But in the eyes of many bond investors, including the bond investors, the current market is more of a crossroads: Is there an incremental fiscal policy proposed in October? This may be related to where the "stock-bond seesaw" will go next.
3. The 2024 Global National Assessment Capacity Conference will be held in Yanqing, Beijing
The 2024 Global National Assessment Capacity Meeting, co-hosted by the China International Development Cooperation Agency (CIDCA) and the United Nations Development Programme (UNDP), will be held in Yanqing, Beijing, from 13 to 18 October, and is expected to be attended by more than 500 Chinese and foreign delegates from more than 100 countries and regions.
4. The national railway implements the new freight train operation map to further increase the coal transportation capacity
The reporter learned from the National Railway Group that from today, the national railway will implement a new freight train schedule. The map adjustment coincides with the critical period of thermal coal transportation in winter, and the national railway has further increased the coal transportation capacity. After the implementation of the new map, the Taiyuan Bureau of the National Railway has arranged a total of 113 cross-bureau bulk cargo direct trains, including 70 direct trains for thermal coal and 18 direct trains for other coal.
5. This week, more than 100 listed companies received research, and the impact of policies became the focus of attention
Although the long holiday has just returned, institutions have been quite active in participating in the research of listed companies, and a total of 139 listed companies have disclosed their investor research records this week. From the perspective of the money-making effect, the stock price performance of some stocks surveyed by institutions this week was average, and the median change in the rise and fall of 139 listed companies this week was -5.6%, which was inferior to the performance of the Shanghai Composite Index. It is worth noting that around the National Day Golden Week, high-level ministries and commissions came forward intensively to reveal a series of new policy trends. The interpretation and grasp of the policy by relevant listed companies is a key to this week's institutional survey. In addition to the policy trends of the capital market, various industry policies have also attracted the attention of many parties.
International News
1. The Israeli military said that two drones entered Israeli airspace from the direction of Lebanon, causing damage to a building
On the 11th local time, the Israel Defense Forces issued a statement saying that the air defense alarm sounded earlier in the central region of Israel, and the Israeli army monitored two drones from the direction of Lebanon entering Israel's airspace, and the two drones were monitored by the Israeli army from the moment Lebanon crossed the border into Israel. The Israeli military said the Israeli Air Force intercepted one of the drones, and the other drone caused damage to a building in the city of Herzliya. There are no casualties at this time.
2. Explosions were heard in the Tel Aviv area of Israel
On the evening of the 11th local time, explosions were heard over the Tel Aviv region of Israel. According to local media, several explosions occurred in the Tel Aviv region. Earlier, air defense alarms were sounded in several areas of central Israel, suspected of being invaded by drones. The Israeli military said it was on an interception mission and the people may hear additional explosions from interception or falling..
3. Lebanon government claimed that the Israeli attack killed two Lebanese soldiers
Lebanon government said on the 11th that on the same day, the Israel Defense Forces launched an attack on a military post in southern Lebanon, killing two Lebanon soldiers and wounding three others. Prime Minister Mikati of the caretaker government of Lebanon condemned the attack. So far, the Israel military has not responded to the incident.
4. Germany promises a new round of military support to Ukraine
Germany Chancellor Scholz said in Berlin on the 11th that Germany will provide military support worth about 1.4 billion euros to Ukraine together with Belgium, Denmark and Norway by the end of this year. Scholz held a meeting with visiting Ukraine President Zelensky on the same day. According to the announcement issued by the Germany federal government on the same day, the relevant assistance plans will include air defense systems, main battle tanks, combat drones and ammunition. In addition, Germany will allocate 4 billion euros in the 2025 federal budget for direct military assistance to Ukraine. Scholz said at a joint press conference on the same day that Germany will not weaken its support for Ukraine, and Germany will also increase support for repairing Ukraine's energy infrastructure when winter comes.
5. The Prime Minister of Spain called on the international community to stop arms exports to Israel
On the 11th local time, Spain Prime Minister Sanchez called on the international community to stop arms exports to Israel at a press conference, and at the same time condemned the Israeli army's attack on the United Nations Interim Force in Lebanon (UNIFIL). Sanchez said that the Spain Government strongly condemned any violation of international humanitarian law, and that the Israel attack on UNIFIL must be condemned and rejected and that further escalation of the situation in Lebanon must be stopped.
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