A-share evening hotspots | CSRC's heavy release! Concerns about employees leaving to invest

The following is the text of the evening news: 1. China Securities Regulatory Commission (CSRC) releases important regulations regarding the participation of departing employees in the stock of potential listing companies. The regulations aim to strengthen the management of departing employees entering the stock of potential listing companies within the CSRC system to maintain the openness, fairness, and justice of the capital market. Key points include: - Extension of the prohibition period for departing employees from regulatory or managerial positions to 10 years. - Extension of the prohibition period for departing employees below the director level from 3 to 5 years and for departing employees below the director level from 2 to 4 years. - Strict scrutiny will be conducted on the investment background, source of funds, fairness of prices, and authenticity of clearing of departing employees and their immediate family members. - Intermediary institutions must conduct thorough checks on departing employees, and the CSRC will verify relevant work. 2. The August non-farm payroll data in the United States fell short of expectations, affecting rate-cut prospects. The report was released by the U.S. Department of Labor on Friday night, with non-farm payroll employment rebounding by 142,000 in August, slightly below the median analyst expectation of 165,000. The unemployment rate dropped to 4.2%, meeting expectations. The futures market tool of CME, which reflects the direction of the Fed funds rate, showed an increased probability of a 50 basis point rate cut in September, reaching 59% before falling back to 51%. 3. The United States strengthens restrictions on exports of semiconductors, etc. The Ministry of Foreign Affairs responds. The U.S. Department of Commerce announced further restrictions on technology exports related to quantum computing and semiconductor manufacturing for national security reasons. In response, the Chinese Ministry of Foreign Affairs emphasized its opposition to the politicization and weaponization of trade and technology issues. 4. The Netherlands tightens export controls on lithography machines, with ASML responding to expanded restrictions on the export of advanced semiconductor manufacturing equipment starting September 7. ASML stated its compliance with the updated licensing requirements for exporting lithography machines to the Dutch government rather than the U.S. government. 5. Shanghai issues detailed regulations on the old-for-new policy for household appliances, providing subsidies for the purchase of energy-efficient appliances. Subsidies range from 15% to 20% of the product's sale price for different energy efficiency levels, with a maximum subsidy of 2,000 yuan per item per consumer. 6. Shenzhen introduces new measures for the old-for-new policy, supporting the replacement of personal vehicles, new energy buses, household appliances, and home furnishings. Subsidies for new energy buses and power battery replacements are included in the program. 7. The China Banking and Insurance Regulatory Commission issues regulations on the management of financial institutions involved in criminal cases, defining four major case situations to be addressed through improved management practices.Effectively implement the case management system, strengthen management in key areas, conduct warning education based on cases, and timely cut off the criminal chain and prevent risks from spreading.In addition, the following news is also worth paying attention to: 8. Former general manager of Shanghai Stock Exchange, Zhu Congjiu, pleaded guilty to accepting bribes of over 105 million yuan in court. 9. Shenzhen Stock Exchange: This week, Hunan Jingfeng Pharmaceutical, which has experienced abnormal fluctuations in stock prices recently, will be closely monitored. In the U.S. stock market, the three major indexes showed mixed movements with NIO rising more than 5%. The Dow Jones index rose by 0.32%, the Nasdaq index fell by 0.81%, and the S&P index fell by 0.27% as of 22:00. Individual stocks, NIO rose by over 5% as Morgan Stanley is optimistic about its future stock price; Faraday Future rose by over 4% after announcing 30 million U.S. dollars in funding commitments from the Middle East, the United States, and Asia; Broadcom fell by over 9% due to a slowdown in revenue from Q3 AI products and weak non-AI demand dragging down Q4 guidance. 2. Putin "supports" Harris and Trump responds After Vice President Harris replaced Biden as the Democratic Party candidate, Putin did not forget to avoid suspicion in public. He expressed his hope for Harris to win the U.S. election at the Eastern Economic Forum on Thursday. In response to Putin's support for Harris, Trump quickly responded. Trump said at a campaign event on Thursday, "Putin appeared today, he supports Kamala... I don't know what to say. I don't know if I'm insulted or if he's helping me." 3. Musk responds to Trump's invitation: No salary, no title When announcing economic policy proposals on the 5th, Republican presidential candidate and former president Trump stated that if re-elected, he plans to establish a Government Efficiency Commission based on Tesla CEO Musk's advice. Musk would lead the commission to conduct a comprehensive financial audit of the federal government and eliminate regulatory barriers, as well as propose major reform suggestions. After Trump's statement, Musk responded on X, saying he has agreed to lead the commission if Trump is elected. "I can't wait," Musk said in a tweet, "No salary, no title, and no need for credit. There is a lot of waste and unnecessary regulation in the government that needs to be eliminated." This summary of investment opportunities in the market discovered by Self-selected Brother found that real estate and other sectors are worth watching. For additional market sectors worth paying attention to: 2. Appliances | Shanghai and Shenzhen successively issued regulations for trade-in programs. 3. Semiconductors | The Dutch government stated that it will expand export control measures for advanced semiconductor equipment. 4. Quantum Computing | The US strengthens export restrictions on quantum computing, semiconductor manufacturing, etc., and the Ministry of Foreign Affairs responds. In terms of announcements, Self-selected Brother suggests paying attention to Liaoning Port's planned share repurchase, and for negative announcements, 10-circuit board Kunshan Kersen Science & Technology advises caution on risks. Positive announcements 1. Liaoning Port: Plans to repurchase shares worth 420 million to 840 million yuan 2. Jiawei Renewable Energy: Controlling shareholders plan to increase their holdings by no less than 60 million yuan in shares 3. Guangdong Mingzhu Group: Plans to repurchase 150 million to 236.5 million shares for an employee stock ownership plan or equity incentive 4. Suzhou West Deane New Power Electric: Chairman proposes to repurchase company shares for 50 million to 100 million yuan 5. Maider Medical Industry Equipment Co. Ltd.: Plans to repurchase shares for 15 to 30 million yuan 6. CECEP Wind-Power Corporation: Plans to invest 1.523 billion yuan to build a 200MW wind power project Negative announcements 1. 10-circuit board Kunshan Kersen Science & Technology: Currently, the company uses externally purchased structural components for the assembly of foldable screen mobile phone hinges 2. Nuode New MateRials: Received a notice letter from the China Securities Regulatory Commission for suspected violations of illegal disclosure of information.3. Shanghai Challenge Textile: Controlling shareholder's concerted action suspects of violating laws and regulations on disclosure, investigated by the China Securities Regulatory Commission 4. Shanghai Huaming Intelligent Terminal Equipment: Received a notice of investigation from the China Securities Regulatory Commission 5. Truking Technology: Company's senior executive Lei Yu detained on suspicion of embezzlement 6. Shenzhen Transsion Holdings Co., Ltd.: Company's financial director Xiao Yonghui detained for investigation 7. 5 consecutive trading days Ways Electron: The company itself does not produce VR terminal products or related aerial imaging products 8. 6 days, 5 trading boards LBX Pharmacy Chain Joint Stock: The progress and conclusion of the investigation on detention are currently unknown, and the company's operation and management are proceeding normally This article is selected from "Tencent Stock Selection" by Editor: Xu Ran.