// Follow today //

1Indore Stock. Promote the steady and healthy development of the real estate market, and the central five departments will hold a press conference on October 17

2. Strengthen the procedural transaction supervision of the Shenzhen Stock Exchange, and the broker must complete the new account report before Friday

3. The regulatory rating rules of the property insurance company solicit opinions in the industry, and the assessment elements cover the nine major dimensions

4. Loans enter the market, and some investors have been recovered by banks in advance

5. Sudden change of bureau, foreign investment violently sells Indian stocks

6. It is reported that the U.S. government is reported to consider restricting Nvidia and AMD to sell AI chips to some countries

7. The order volume is far less than expected to make Acemo's stock price fell heavy

// Macro Policy //

1. The release of data on the settlement of 20123, over 70 % of the persons do not need to pay individual taxes

According to the 2023 individual tax settlement data released by the State Administration of Taxation, among the personnel who have obtained comprehensive income, the proportion of people who do not need to pay for individual taxes account for more than 70%, and 60% among the actual tax payment personnel who are less than 30% of the remaining taxes.The above only 3%low -end tax rates are applicable, and the tax payment amount is small; high -income people with an annual income of more than 1 million yuan account for about 1%of the number of applicants, but the individual tax declared by these people accounts for 50%of the total taxes of all taxes.Above, the application income ranks the top 10%of individuals in the country to pay more than 90%of the total tax.

2. On the 17th, the National New Office will hold a press conference on promoting the stable and healthy development of the real estate market

The State Council News Office is scheduled to hold a press conference at 10 am on October 17th (Thursday). Ni Hong, Minister of Housing and Urban -Rural Development, and the head of the head of the Ministry of Finance, the Ministry of Natural Resources, the Indian People's Bank of China, and the State Administration of Financial Supervision and Administration introduced to promote the real estate marketSteady and healthy development related situation, and answer reporters.

// Indian bond warning //

1. The British reorganization hearing of the Ocean Group will be held as scheduled on October 18th.

According to surging news, people familiar with the matter said that the overseas creditor group of the Ocean Group (holding more than 25%of the company's overseas high -end bond) will fully oppose the convening hearing of the Ocean Group on October 18th.The London team of Da Law Firm and the British Royal Lawyer representatives appeared in court to ask related issues and doubts, asking the court to postpone the time to convene a hearing time and ask the company to respond to the creditor's doubts.

2New Delhi Stock Exchange. Oceania Group: Pre -funds pay for the interest of 3.8 million US dollars of bills that have expired on October 26

The Ocean Corporation announced that the company did not pay pre -payment for the US $ 3.8 million semi -annual interest on October 26, 2024 in accordance with the provisions of 3.80%of the 3.80%increasing green notes in 2025.The trustees under the bill have the right to withdraw the spare letter to fulfill the responsibility of the issuer as the issuer and the company as the guarantor of the notes.In addition, the reorganization is being implemented in an orderly manner, and the hearing of the British restructuring plan will be held on October 18 in the England and Wels High Court (England Court) on October 18.Considering and approved (regardless of whether it is revised) British reorganization plan.

3. Longguang Group: As of the end of September, it failed to repay bank loans and trust loans as of the end of September.

Longguang Group announced that as of the end of September, it failed to repay the bank loan and trust loan as of the end of September.

4. Municipal Economic Development Investment Group: Progress involving the tour of Wulingyuan Tourism in the subsidiary

Zhangjiajie Economic Development Investment Group Co., Ltd. issued an announcement that its subsidiary Zhangjiajie Wulingyuan Tourism Industry Development Co., Ltd. involved a financial loan contract dispute.In the case, the Pioneer requested the defendant to repay the principal, interest, and penalty interest of about 1.724 billion yuan.At present, the two parties have reached a mediation agreement, and the subsidiary will perform the guarantee responsibility in installments.

5New Delhi Wealth Management. Wuhan Contemporary Technology Industry Group: Company and legal representatives are restricted to consumption

Wuhan Contemporary Technology Industry Group announced that the company has recently been restricted to consumer records.

6. Jiangsu Yinzhou Development Group: In 2024, the company's cumulative borrowing accounted for 38.78% of net assets in 2023

Jiangsu Yanzhou Development Group Co., Ltd. announced that as of the second quarter of 2024, the company's cumulative borrowing accounted for 38.78%of net assets in 2023.

// Indian stock warning

1. The Shenzhen Stock Exchange strengthens the programmatic transaction supervision, and the broker must complete the new account report before Friday

The industry revealed that the Shenzhen Stock Exchange has recently issued a notice to some securities firms, asking them to complete the report of the new account of new stocks before October 18, 2024 (Friday), and continue to strengthen programmatic transactionsMonitoring, monitoring and screening to ensure that the accounts' accounts have been reported in a timely manner.For securities firms that fail to submit the report on time, the Shenzhen Stock Exchange will take corresponding self -discipline regulatory measures or disciplinary sanctions in accordance with relevant regulations.

2. Stop goods!Another A -share wine company announced!

On October 15th, Sichuan Co., Ltd. issued the "Notice of Disclosure of the Stream of the 8th Series of Shuijingfang Zhenzhe Best", which has suspended the delivery and receiving orders of Shuijingfang Zhenbai series of products since the date.Subsequent orders and delivery arrangements will be notified separately.The Zhen Bian 8th series is one of the company's core product series, covering the main price belt of 300 to 400 yuan.Analysts pointed out that in the current market environment, the active suspension of wine companies is expected to maintain stable prices and accelerate inventory digestion before the consumption season, and at the same time boost dealer confidence.

3. Performance Express: 3.92 billion yuan in net profit in the first three quarters, a year -on -year decrease of 24.7%

India is avoided in the release of performance. The net profit in the first three quarters was 3.92 billion yuan, a year -on -year decrease of 24.7%.In the first three quarters, the company's main business gross profit margin was 32.57%, an increase of 1.09 percentage points year -on -year.

4.: The Qualifications of the Procurement of Material Engineering Services and Procurement of the Army Logistics Department of the Army Logistics Department

Xingwang Yuda announced that due to the existence of violations, the company was eligible for the procurement of material engineering service procurement by the Army Logistics Department for the procurement and supply bureau of the Army Logistics Department.During the suspension, the company cannot participate in the procurement of military material engineering service, which will have a certain impact on the company's operation in the short term.

5.: Deputy General Manager Zhu Hao was filed by the Securities Regulatory Commission for suspected insider trading

Yu Jing announced that Zhu Hao, deputy general manager of the company, was filed by the Securities Regulatory Commission for suspected insider transactions.The investigation of this case is a survey of Zhu Haoyu's personal trading other companies, which does not involve the company's stock transactions.

6.: Shareholders' fitness reduction does not exceed 5%of the shares

Rapskin announced that the company's controlling shareholder Zhongyifeng Holding Group Co., Ltd. plans to reduce the company's shares of not more than 20.2476 million shares, that is, not exceeding 3%of the company's total shares.Chen Xingcan, a shareholder of the company's shareholders, plans to reduce the company's shares of not more than 13.498 million shares, that is, not exceeding 2%of the company's total shares.

7.: Specific shareholders Jin Tong Anyi intends to reduce its holdings not more than 4.06%of the company's shares

Central Environmental Protection Announcement, specific shareholders Anhui High -tech Jintong Anyi Equity Investment Fund (limited partnership) planning to reduce the company's shares of not more than 17.1983 million shares (that is, no more than 4.06%of the company's total share capital, excluding shares in the company's repurchase special accountAfter the number, it does not exceed 4.15%of the company's total share capital).

8.: It is intended to reduce the holding of no more than 3%of the shares

Huajin Capital Announcement, the joint shareholders of the shareholders Lineke Chuangchuang Plan for the shareholders' shares of the company's shares should not exceed 10,341,249 shares (about 3%of the company's total share capital).

9. The Shenzhen Stock Exchange terminates the review of the GEM IPO of GEM

The Shenzhen Stock Exchange announced that the Shenzhen Stock Exchange decided to terminate its issuance of listing reviews due to the withdrawal of Listing applications for the withdrawal of the listing listing.

10. L'Occitane completed the forced acquisition of the Ming Dynasty to delist and ended the listing position in Hong Kong for 14 years.

O'osan announced on the Hong Kong Stock Exchange that the forced acquisition has been completed, and all the remaining shares have been transferred to the required appointment. Therefore, the company has become a wholly -owned subsidiary of the appointment.The company will withdraw from the listing position of the Stock Exchange from 9 am on Wednesday (October 16).This means that Ou Shudan has ended its 14 -year listing position in Hong Kong.

// Overseas warning //

1. Sudden change, foreign investment violently sells Indian stocks

According to securities firms India, foreign investment violently sold Indian stocks.Preliminary data released by the Indian State Stock Exchange shows that on October 14th, foreign investment sold 37.316 billion in stocks of Indian rupees (about RMB 3.15 billion) shares, which sold on the 11th consecutive day. From October 1st to 14th this yearForeign capital has sold a total of 62126 billion Indian rupees (about 52 billion yuan).Analysts pointed out that the investment behavior of foreign investment in the Indian stock market is undergoing major changes. The selling trend may continue in the short term. The market will pay close attention to the data of the next few weeks and its impact on the stability and growth prospects of the Indian market.

2. The United States considers selling AI chips to some countries to restrict Nivisive Dada and AMD.

According to Sina, the United States considers restricting Nvidia and AMD to sell artificial intelligence chips to some countries.People familiar with the matter said that officials are paying attention to the Persian Gulf countries. These countries' demand for artificial intelligence data centers is increasing and financially strong.

3. The order volume is far less than expected to cause Asmo's stock price to fall heavy to fall down

ASML Holdings (ASML) stock price fell heavy. In the third quarter, the company's order was only about half of the analysts expected, and the performance guidelines were reduced in 2025.The net sales of Asto in the third quarter of the fiscal quarter, 7.47 billion euros, and market expectations of 7.17 billion euros; the order value is 2.63 billion euros, and the market is expected to be 5.39 billion euros.It is expected that the total net sales in 2025 will be between 30 billion euros and 35 billion euros. The market is expected to be 35.94 billion euros; the gross profit margin will be between 51%and 53%, and the previous expectations are 54%to 56%.

4. BMW CEO calls for re -evaluation of EU automobile emissions goals

Oliver Zipse, CEO of BMW, urged Europe to re -consider its plan to prohibit the sale of new fossil fuel emissions vehicles in 2035.He believes that this move is necessary to reduce Europe's relying on Indian battery supply and the technical advantages of using the region.He expressed concern that the current emotions in Europe are turning to pessimism, and emphasize the importance of maintaining a competitive posture through technical neutral policies and methods.

5. U.S. debt short emotions are re -ignited, and five -year bonds are more popular, liquidity impact or reproduction

According to the First Financial, Morgan Chase customers surveyed that in the first week of October, the client of the agency recorded a cleaning for the first time since April 2023, and the total short position also set the highest level since February 2023.In addition to the trend of the U.S. bond market itself, the US repurchase interest rate corridor's reproduction problem in early October seems to indicate that a new round of US bond issuance will bring a liquidity impact on the market.

6. Bank of America: The net profit in the third quarter was 6.9 billion US dollars, which was lower than the same period last year.

Bank of America's net interest income in the third quarter was US $ 13.97 billion, and the market expected $ 13.9 billion.In the third quarter, the earnings per share were 81 cents, and the same period last year was 90 cents.In the third quarter, net profit was $ 6.9 billion, and the same period last year was $ 7.8 billion.

7. Strikes to combat finances, Boeing raised $ 35 billion in funds

Boeing began to support its weak financial situation on Tuesday, announcing plans to raise $ 25 billion through stocks and bonds, and reached a credit agreement of $ 10 billion with the major lenders to respond to long -term workers' strike and regulatory crisis.The strike of about 33,000 employees in the West Coast Factory of Boeing is still continuing.The one -month strike caused Boeing production to interrupt and consume a lot of capital reserves.Analysis of the U.S. Anderson Economic Group shows that strikes have caused nearly $ 5 billion in economic losses to Boeing.

8. Wolobilian will close 1,200 stores and make major adjustments

Walgreens Boots Alliance, a well -known chain pharmacy, announced a major restructuring plan, including closing 1,200 stores in the United States in the next three years.This decision is part of the strategy of CEO Tim Wentworth to revitalize the company. The company has been in response to challenges such as consumer expenditure reduction and low drug reimbursement rates.At present, Volo Lian's shares are not well performed, and the transaction price is close to the lowest point in the 30 years. This year, it has fallen 65%, becoming the worst stock in the S & P 500 index.

9. Chairman Stellandis responds to the rumor of mergers and acquisitions: will not consider

According to Sina, John Elkan, chairman of Stellandis, was interviewed and said Stellandis did not seek mergers and acquisitions for other companies.Recently, there is market news that Stellandis considers merging with Renault.

// Early warning of the financial industry //

1. The regulatory rating rules of the property insurance company solicit opinions in the industry, and the assessment elements cover the nine major dimensions

The industry revealed that the State Administration of Finance Supervision's Property and Casualty Insurance Department recently issued a letter of letters to various regulatory bureaus and property insurance companies on the "Regulatory Rating Index and Rating Rules of Property and Insurance (Draft for Soliciting Opinions)", requiring companies to feedback on time.The supervision and rating elements of property insurance companies include nine major dimensions including corporate governance, solvency and risk management, business operations and underwriting profit, reinsurance, capital use and asset -liability, liquidity risk, information technology, other risks and regulatory adjustments.

2. Entering the loan into the market, some investors have been recovered by the bank in advance

According to Shell Finance, a notice of a joint investor in a joint -stock bank issued a notice to investors who entered the stock market in the stock market.The bank was ordered to pay all the funds within January.As of now, the bank has not responded to this.According to the bank's credit customer manager, the post -loan inspection of funds in the market is indeed very strict.

3. The Guangzhou Microcarline Industry Association issued a letter of risk prompts to clearly prohibit the flow of credit funds from flowing into the stock market

The Guangzhou Small Loan Industry Association issued the "Risk Tips". Member units should strictly follow the requirements of the "Notice on Strengthening the Supervision and Management of Small Loan Companies" to ensure that the small loan company should clearly stipulate the use of loan use and loan use of loan uses.It shall meet laws and regulations, national macro -control and industrial policies.Among them, small loan companies shall not be used in "stocks, financial derivatives and other investment purposes", standardize operating behavior, pay close attention to the use of borrowing and capital flow of parties, and strictly prohibit the inflow of relevant funds into the stock market and other fields.

4. Go to Hong Kong to insure chaos: WeChat drainage, unlicensed sales, supervise the bright sword, zero tolerance

According to Shell Finance, the Guangdong Financial Supervision Bureau issued a statement that the special governance of illegal sales of overseas insurance products and illegal cross -border insurance for illegal sales of overseas insurance products (excluding Shenzhen).It covers all bank insurance institutions under the Guangdong Regulatory Bureau. The investigation content includes whether there are institutions and their employees participating, organizing or assisting in illegal sales of overseas insurance products and illegal cross -border insurance.The special governance requires the institution to submit a self -inspection report by October 15, and the Guangdong Regulatory Bureau must report it before October 21.

5. Since October, many small and medium -sized banks have lowered deposit interest rates

According to the Chinese Certificate of Taurus, as of October 15th, since October, over 15 small and medium banks in Hainan, Guizhou, Yunnan, Henan and other regions have announced a decline in deposit interest rates, and some bank interest rates have fallen by 50bp.In addition, the reporter found that, in addition to most banks adjusting the interest rate of medium- and long -term deposit, some banks also adjusted the short -term deposit interest rates this time.Udabur Investment

6. The Hong Kong Securities Regulatory Commission has condemned Zhejiang Commerce International Finance's violations of regulatory regulations and imposed a fine of 2.66 million Hong Kong dollars

The Hong Kong Securities Regulatory Commission has condemned Zhejiang Business International Financial Holdings Co., Ltd. violating regulatory regulations and imposed a fine of HK $ 2.66 million.

7. Chairman and general manager of Fuanda Fund changed the same day

Fu'anda Fund Management Co., Ltd. issued an announcement that the company's executives have changed, involving the positions of chairman and general manager.Among them, the chairman Jiang Xiaogang left the office due to work mobilization, and Wang Shengxin, the former general manager of the company, was the position of chairman of the company; the general manager of Jin Ling Qianxin Fanta Fund, and the company's deputy general manager Shen Weiqing left the office for mobilizing work.

// Industry early warning //

1. Department of Commerce: Continue to levy anti -dumping duties to imported hydrogen acid native to the United States and Japan

According to Article 50 of the Anti -dumping Regulations, the Ministry of Commerce proposes to the State Council Customs Tariff Committee on the results of the investigation.Imported hydrogen acid native to the United States and Japan continues to levy anti -dumping duties for 5 years.

2. Middle Finger Research Institute: Mumbai September second -hand residential market market continues the situation of "price replacement"

According to a report issued by the Middle Finger Research Institute, in terms of price, in September, the price of second -hand housing in Mumbai fell 0.8%month -on -month.In terms of transactions, in September, Mumbai's second-hand residential transactions were sold for 13944 units, a decrease of 10.6%month-on-month, a decrease of 8.1%year-on-year, and a cumulative increase in transactions from January to September by 4.3%.

3. IEA said that sufficient supply offsets geopolitical risks.

The International Energy Agency (IEA) said that sufficient global supply offsets the geopolitical risks faced by oil production in the Middle East and other regions, which has controlled oil prices.IEA said, "At present, the supply is still continuing to flow into the market. If a major interruption occurs, the new year market will face considerable large -scale surplus."

4. Many civil aviation executives were investigated

According to First Finance, since this year, many airport -related managers have been investigated or were expelled from the party. In addition to the airport field, the marketing department of the airline is also the focus of anti -corruption.

5. German and Commercial Bank: The price of gold is expected to face a slight downward risk

According to Sina, German and Commercial Bank said that the price of gold is expected to face a slight downward risk; it is expected that the price of gold at the end of the year will reach $ 2,600/ounce.