Today's Key News Review | Dolphin Research
0926 Dolphin Research Focus:
🐬 Macro/Industry
1. The National Press and Publication Administration of China has released the approval information for domestic online games in September. A total of 89 games have been approved, marking another batch of new domestic licenses issued after nearly two months (since July 26). The number of game licenses issued each month has remained stable at around 90, indicating a warming trend in the gaming industry. Today, the gaming sector has experienced volatile upward movement.
2. As the holiday approaches, the stock market is sluggish and market sentiment is cautious. The Shanghai Composite Index almost fell below 3100 points, and foreign capital continues to flow out. After Huawei's press conference yesterday, related concepts experienced a significant decline today. Beijing Lianjia recently adjusted its intermediary fee collection standards, which is another substantial positive development in the market transaction aspect after the implementation of the policy "recognizing houses but not loans." The real estate sector closed lower at the end of the day.
🐬 Individual Stocks
1. $ LI AUTO-W.HK
The 500,000th mass-produced vehicle of Li Auto was rolled off the production line at the Li Auto Changzhou Intelligent Manufacturing Base. Since the first Li ONE was produced in November 2019, it took Li Auto 47 months to achieve the milestone of producing 500,000 vehicles. The company officially stated that in the fourth quarter, Li Auto will continue to challenge the monthly delivery target of 40,000 vehicles with its Li series models.
🐬 Leading Sectors
Shanghai and Shenzhen Stock Exchanges: Web-based data and services, home and office software, other retail sectors;
Hong Kong Stock Exchange: Medical supplies, home decoration retail, other medical equipment;
US Stock Market: Cannabis production, coal and uranium mining, industry electronic manufacturing.
🐬 Tomorrow's Focus
1. None.
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