20241108-宏信证券-每日信息速递_10页_792kb

报告总结

财经要闻速递
2024年前10个月，我国货物贸易进出口总值36.02万亿元人民币，同比增长52%。出口20.8万亿元，增长67%；进口15.22万亿元，增长32%；贸易顺差5.58万亿元，扩大176%。
按美元计价，前10个月进出口总值5.07万亿美元，增长37%。其中出口2.93万亿美元，增长51%；进口2.14万亿美元，增长17%；贸易顺差785.27亿美元，扩大158%。
前10个月，东盟、欧盟、美国、韩国等地进出口均呈增长态势。民营企业进出口增长93%，占外贸总值55.1%，比去年同期提升21个百分点。
机电产品出口额增长85%，占出口总值59.4%。铁矿砂、原油、天然气进口量均有所增加。

中国人民银行行长潘功胜表示，将继续稳步推进金融服务业和金融市场制度型开放，拓展境内外金融市场互联互通，促进贸易和投融资便利化。
深圳证券交易所与德意志交易所签署合作谅解备忘录，推进中德资本市场互联互通。
国家税务总局数据显示，10月份全国企业销售收入同比增长，环比较8、9月份分别提高3个和13个百分点。大规模设备更新、消费品以旧换新政策效应显现。
我国央行黄金储备自5月以来已连续6个月保持不变。

行业要闻速递
市场监管总局部署锅炉安全与节能监管工作。
中国信通院发布《新通话安全技术研究报告》，建议为新通话业务设计开放包容的安全管控措施。
海南7部门联合发文，调整房地产政策，包括调整住宅建筑高度、容积率计算规则、财税金融支持等。
郑州征集收购存量商品房用作保障房，单套建筑面积原则上控制在120平方米以内。
洛阳市调整住房公积金贷款政策，提高贷款额度，延长二手房贷款年限。

个股重要公告
保利发展：10月公司实现签约金额4.2337万亿元，同比增加2785%。
汇宇制药：创新药HYP-6589片获得临床试验批准。
华虹公司：前三季度净利润578亿元，同比减少6569%。
广汽集团：10月新能源汽车销量同比下降43.4%。
钱江水利：拟247亿元收购污水处理项目。
正虹科技：10月生猪销售收入环比减少26.06%。
方正电机：获零跑汽车定点，供货新能源汽车零部件。
长华集团：收到新能源车企24.5亿元定点通知。
正邦科技：10月生猪销售收入同比上升15508%。
安凯客车：前10月累计销量同比增长2868%。

市场评级标准
买入：预期股价表现强于沪深300指数20%以上。
持有：股价变动幅度介于+5%～+20%。
中性：变动幅度介于-5%～+5%。
卖出：预期股价表现弱于沪深300指数5%以上。

免责声明
分析师声明：分析师具有证券投资咨询执业资格，对报告内容负责，保证信息来源合法合规。
免责声明：报告内容仅供参考，不构成投资建议，本公司不对报告所载内容及文中的任何信息承担任何商议或法律义务。本报告仅供合格专业投资者阅读，任何基于本报告的决策均应自行承担风险。

English Summary

Financial Market News Brief

China's Trade Performance Soars in First 10 Months
In the first ten months of 2024, China's foreign trade achieved significant growth, with total imports and exports reaching RMB 36.02 trillion, up 52% year-on-year. The export volume was RMB 20.8 trillion (up 67%), and imports were RMB 15.22 trillion (up 32%). The trade surplus increased by 176% to RMB 5.58 trillion. In US dollar terms, total imports and exports reached USD 5.07 trillion, growing 37% compared to the same period last year.

Further Liberalization of Financial Services and Markets
PBOC Governor Pan Gongsheng announced plans to advance institutional opening-up of financial services and markets to enhance connectivity between domestic and international financial markets. A meeting with foreign financial institutions highlighted measures to optimize the business environment and deepen financial market openness.

Shenzhen Exchange and Deutsche Exchange Sign MoU for Market Connectivity
The Shenzhen Stock Exchange and Deutsche Exchange signed a cooperation memorandum to promote Stock Connect between the two exchanges, furthering China-Europe market connectivity and enterprise globalization efforts.

Company Updates

Poly Development: Achieved RMB 4.23 trillion in sales in October, a staggering increase of 278.5%.

Huayu Pharmaceutical: Received clinical trial approval for HYP-6589 tablets.

World Advanced Chips: Net profit fell by 65.69% in the first three quarters, indicating challenges in the semiconductor sector.

GAC Group: Its new energy vehicle sales dropped 43.4% in October, reflecting ongoing adjustments in the new energy market.

Other Highlights
Qianjiang Water secured a major sewage treatment project. Zhenghong Technology saw a sharp decline in pork sales revenue, while Changhua Group received a large contract from an automaker. Zhengbang Technology reported a remarkable increase in its pork sales, and Anchor Bus recorded a significant sales growth.

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