Evening Hot Topics in A-shares | Latest moves by the central bank and more! Three major measures to optimize cross-border payments. Here is a list of concept stocks.

Today's evening news worth paying attention to: 1. The State Council meeting sets the tone! Actively carry out the trade-in of old consumer goods for new ones, with eight major institutions quickly interpreting. 2. Latest deployment by the central bank and others! Three measures to optimize cross-border payments, list of concept stocks. 3. National People's Congress representative Tian Xuan: Suggests piloting the gradual restoration of the T+0 stock trading system. 4. New forces in car manufacturing in the Year of the Dragon: NIO "single-handedly" competes with XPeng falling to the bottom again. 5. US government plans to investigate electric cars manufactured in China, Ministry of Foreign Affairs: Stop discriminating against and suppressing Chinese companies. Here is the main content of the evening news: 1. The State Council meeting sets the tone! Actively carry out the trade-in of old consumer goods for new ones, with eight major institutions quickly interpreting. Importance: On March 1st, the State Council deliberated on and passed the "Action Plan for Promoting Large-scale Equipment Renewal and Trade-In of Consumer Goods." The meeting emphasized the need to actively carry out the trade-in of consumer goods such as cars and home appliances to achieve a scale effect of upgrading. Several securities firms are optimistic about opportunities related to the theme of "trade-in of old consumer goods for new ones": 2. Latest deployment by the central bank and others! Three measures to optimize cross-border payments, list of concept stocks. Importance: On March 1st, the State Council Information Office held a regular press conference to further introduce the optimization of payment services and improvement of payment convenience. Regarding the inconvenience faced by foreign nationals in China using mobile payments, Zhang Qingsong, Deputy Governor of the People's Bank of China, pointed out three measures: First is to guide them to optimize the business process and improve card issuance efficiency for foreign nationals using Alipay and WeChat to link with overseas bank cards. Second is to simplify identity verification arrangements so that foreign nationals can more easily handle the process of linking cards and downloading apps. Third is to instruct major payment institutions such as Alipay and WeChat to raise the single transaction limit for foreign nationals using mobile payments from $1,000 to $5,000, and the annual cumulative transaction limit from $10,000 to $50,000. Tencent Self-Selected Stocks has compiled a list of some A-share market concept stocks related to cross-border payments, for your reference. 3. National People's Congress representative Tian Xuan: Suggests piloting the gradual restoration of the T+0 stock trading system. Importance: The National Two Sessions in 2024 are about to be held. According to reporters, National People's Congress representative and Vice Dean of the Tsinghua University PBC School of Finance, Tian Xuan, suggested piloting the gradual restoration of the T+0 stock trading system. He proposed that the T+0 trading system could be piloted in the main board market with blue-chip stocks and gradually expanded; first pilot it with individual investors and then transition to institutional investors; first pilot single-day single T+0 transactions and then transition to multiple T+0 transactions in a single day, eventually covering all. 4. New forces in car manufacturing in the Year of the Dragon: NIO "single-handedly" competes with XPeng falling to the bottom again. Importance: On March 1st, new forces in car manufacturing successively released last month's delivery data. Due to the impact of the Spring Festival holiday, the automobile market entered a traditional off-season in February. Ideal, NIO, LEAPMOTOR, NIO and XPeng's delivery volumes all experienced varying degrees of month-on-month decline. Among them, Ideal continues to lead the delivery rankings, with its monthly delivery volume exceeding the sum of the second, third, and fourth places, while XPeng once again ranks at the bottom after last month. 5. US government plans to investigate electric cars manufactured in China, Ministry of Foreign Affairs: Stop discriminating against and suppressing Chinese companies. Importance: Journalists asked about the US announcement of plans to take "unprecedented action" against Chinese imported cars. In response, Foreign Ministry spokesperson Zhao Lijian pointed out that politicizing economic and trade issues would only hinder the development of the US automobile industry. We urge the US to respect market economic laws and principles of fair competition, stop generalizing the concept of national security, stop discriminating against and suppressing Chinese companies, and effectively safeguard an open, fair, and non-discriminatory business environment. 6. Rumors lead to misunderstanding of the "circuit breaker"-Founder rumored to be acquired by Ant, a familiar formula? Importance: Under the shadow of securities industry mergers and acquisitions, a small essay containing words such as acquisition, merger, and consolidation can trigger stock price speculation. At the close of trading on Friday, securities firm stocks surged, with Founder hitting the circuit breaker. This is clearly related to a rumor that "Ant Group has announced a successful acquisition of Founder from Ping An Life Insurance." According to inquiries made by reporters to relevant parties, the above rumors are not true. 7. The fundraising for several CSI A50ETF products ends! Shanghai stocks continue to "attract money" for broad-based ETF products. Importance: So far, five fund companies, E Fund Management, Huatai-PineBridge Fund Management, Jiashi Fund Management, ICBC Credit Suisse Fund Management, and Morgan Stanley Wealth Management, have completed the fundraising for the CSI A50ETF products they applied for, marking further enrichment of the product line for Shanghai stock exchange broad-based ETFs, which will help guide funds into high-quality large-cap leading listed companies. Market observers believe that the introduction of CSI A50ETF products will help guide funds to further invest in core assets of A-shares, play an asset allocation role, facilitate investors in one-click configuring the most representative leading companies in various industries, share the development achievements of leading listed companies, and attract medium and long-term funds into the market. In addition to the above, the following news is also worth noting: 8. National Committee member of the Chinese People's Political Consultative Conference and Chairman of Geely Holdings, Li Shufu: Suggests establishing a unified product carbon footprint management system for the auto industry. 9. Shede Spirits' Tuopai Special Qu cellar-aged 20 and 30 products' factory prices increased by 10 and 15 yuan, respectively. 10. Trust issuance market revives, fixed-income trust products account for a majority. 1. US stocks basically open flat, Dell jumps over 31% US stocks opened basically flat, with the Dow down 0.07%, Nasdaq up 0.11%, and S&P 500 up 0.03%. Dell soared over 31% thanks to growth in fourth-quarter sales of AI servers. New York Community Bank fell over 28% after reporting internal control deficiencies.Serious flaw. Electric car maker Fisker fell by more than 40% after the company announced plans to lay off 15% of its workforce and warned that if it cannot secure new financing, the company's ability to continue operating would be "seriously in doubt".2. Musk sues OpenAI for violating original intentions and demands GPT to be open-sourced On Thursday (February 29) local time, Tesla CEO Elon Musk filed a lawsuit against OpenAI and its CEO Sam Altman, accusing them of violating the contract agreement he made when he helped create the artificial intelligence (AI) research company in 2015. Musk filed the lawsuit in San Francisco, California, where OpenAI is headquartered. The lawsuit alleges that Altman and another OpenAI co-founder, Greg Brockman, initially contacted Musk with the intention of establishing an open-source non-profit company to develop AI technology for the benefit of humanity. However, the company has now deviated from its original intentions and is focused on generating profits for Microsoft. 3. Tesla raises prices of Model Y rear-wheel drive and long-range version by $1,000 in the US On March 1, Tesla raised the prices of the Model Y rear-wheel drive and long-range versions by $1,000 each in the US, to $43,990 and $48,990 respectively. In terms of investment opportunities, the focus in the market is on pork stocks. 1. The Ministry of Agriculture and Rural Affairs reduces the inventory of breeding sows. Which companies have prominent advantages during the bottoming phase? To better adapt to the new situations and requirements of stable production and supply of pigs, the Ministry of Agriculture and Rural Affairs recently issued the "Implementation Plan for Pig Production Capacity Adjustment (Revised in 2024)." The revised plan has adjusted the national target for the normal inventory of breeding sows from 41 million to 39 million and lowered the lower limit of the normal fluctuation range of breeding sow inventory from 95% to 92% of the normal inventory. At the same time, the plan optimizes the implementation of local responsibilities for stable production and supply of pigs, strengthens key measures such as guiding production and market expectations, and improves monitoring and warning, production capacity adjustment, and other guarantee measures. Zhongyou Securities previously recommended focusing on companies with cost advantages during the industry's bottoming phase, while also considering growth potential: 1) The cost advantages of leading companies are relatively obvious, and their growth in slaughtered animals is stable. Recommended focus: Muyuan Foods, Wens Foodstuff Group. 2) The slaughter growth of small and medium-sized enterprises is faster, and there is more room for cost reduction, providing greater flexibility. Recommended focus: Leshan Giantstar Farming & Husbandry Corporation, Zhejiang Huatong Meat Products, Tecon Biology Co. Ltd, and Tangrenshen Group. In addition, the following sectors are also worth paying attention to: 2. Weight-loss drugs | World Health Organization: At least one-eighth of the world's population suffers from obesity. 3. Flying cars | Successful first flight of Shenzhen air taxi! Shenzhen to Zhuhai in 20 minutes. 4. Photovoltaics | LONGi Green Energy Technology: Slightly raised module production scale in March 2024. 5. Liquid cooling technology | NVIDIA's strongest AI chip may upgrade cooling technology to liquid cooling. Regarding positive aspects, it is recommended to pay attention to Chongqing Sokon Industry Group Stock's 2-fold increase in sales of new energy vehicles in February, etc. In terms of negative announcements, pay attention to China Oil Hbp Science & Technology's general manager being investigated for insider trading, etc. Positive announcements 1. Chongqing Sokon Industry Group Stock: Sales of new energy vehicles in February reached 30,300 units, a year-on-year increase of 360.04%. 2. Shanghai International Airport performance report: Profit of 946 million yuan in 2023, turning around from losses. 3. Vontron Technology: Controlling shareholder intends to increase holdings by 50-100 million yuan. 4. Sichuan Lutianhua: Controlling shareholder intends to continue increasing holdings by 50-100 million yuan. 5. Wuhan Easy Diagnosis Biomedicine: Intends to repurchase shares worth 175-350 million yuan. Negative announcements 1. China Oil Hbp Science & Technology: General manager Li Songbai suspected of insider trading, investigated by the China Securities Regulatory Commission. 2. BYD Company Limited: Sales of new energy vehicles in February were 122,000 units, a year-on-year decrease of 36.8%. 3. Xiangyang Changyuandonggu Industry: Company and related personnel received a warning letter from the Hubei Securities Regulatory Bureau for violations of information disclosure. 4. Qingdao Copton Technology with 3 consecutive trading halt orders: The company's hydrogen energy business is still in the early stages of development and has not yet become profitable. 5. Guangdong Tianhe Agricultural Means Of Production: Shareholder Hengqin Yueke plans to reduce holdings by no more than 1%. This article is compiled from "Tencent Stock Selection", Ed. GMTEight: Xu Ran.