Digital currency QLC
Publish: 2021-04-07 08:07:37
1. Okex is a fraud platform. Don't be cheated. I'll sort out the pictures and send them to you to avoid being cheated
2. [summary of this issue]
key recommendations
State Affairs Office: support the transfer of export procts to domestic sales, encourage e-commerce to set up special zones for foreign trade procts
China relaunches the launch mission of the last global networking satellite of beidou-3
& # 160<
market comments
market comments: the market will maintain a strong shock, focusing on the rhythm of operation, focusing on technology and finance
digital currency: digital currency is an important channel for RMB internationalization, and the pace of promotion is expected to exceed expectations
macro perspective: chip semiconctor stocks rose sharply, and the second phase of the national memory base project started
&
futures intelligence
metal energy: gold 397.40, up 1.33%; Copper rose 0.55% to 47410; Rebar 3585, down 0.19%; Rubber 10615, down 0.28%; PVC index was 6155, down 0.57%; Zheng Chun 1759, up 0.34%; Hulan 13590, up 0.89%; Shanghai nickel 102060, down 1.39%; Iron ore was 739.0, down 2.25%; 0%, down 0.43%; Coking coal was 1174.0, down 0.93%; Brent oil was 43.33%, up 2.51%
Agricultural Procts: soybean oil 5804, up 0.62%; Corn 2103, down 0.94%; Palm oil rose 1.18% to 5130; Zheng Mian 11840, down 1.33%; Zheng Mai 2523, down 0.12%; Sugar 5051, up 0.24%; Apple 7878, down 2.57%; Jujube 10025, down 1.38%
exchange rate: EUR / USD 1.13, up 0.76%; USD / RMB 7.07, down 0.04%; USD / HK $7.75, up 0.01%< br /> < Second, key recommendations
1. State office: support the transfer of export procts to domestic sales, encourage e-commerce to set up special zones for foreign trade procts
Event: on June 222, the general office of the State Council issued Implementation Opinions to support the transfer of export procts to domestic sales. Foreign trade enterprises are encouraged to connect with e-commerce platforms and set up special zones for foreign trade procts relying on various online shopping festivals. On the premise of meeting the requirements of domestic epidemic prevention and control, we will guide the main pedestrian streets to organize and carry out special activities on the transfer of export procts to domestic sales
comments: under the impact of the epidemic, foreign trade exports this year are facing a more severe situation. As the export instry chain has a great impact on stabilizing employment, it is of great significance to stabilize the operation of export enterprises. China has a huge domestic consumption market, and with the support of policies, the impact of the external economic downturn on foreign trade export enterprises will be reced. In the context of controllable downward fundamentals and abundant liquidity, the market is expected to continue to perform structural market
(investment consultant Zhong Yanling Registered Investment Consultant Certificate No.: s0260613020024)
& # - 160
2. China restarted the last global networking satellite launch mission of beidou-3
Event: according to China's satellite navigation system management office, the technical problems related to the last global networking satellite launch mission of beidou-3, which was delayed on June 16, have been eliminated, and the mission was restarted and will be launched on June 23
comments: with the completion of Beidou global networking, Beidou applications will enter a stage of rapid development, and the future growth space of Beidou instrial chain is broad, which will be an important development opportunity for relevant listed companies
(investment consultant Zhong Yanling Registered Investment Consultant Certificate No.: s0260613020024)
& # - 160< Third, market comments
market comments: the market will maintain a strong shock, focusing on the rhythm of operation, focusing on science and technology and finance
on Monday, the three A-share indexes closed mixed with ups and downs, among which the gem index continued to rise 1.01%, and the daily K-line rose for seven consecutive years, reaching a new high of four and a half years. The market turnover was enlarged, with a total turnover of 828.6 billion yuan in the two cities. The instry sector showed a pattern of differentiation, among which the securities companies and semiconctor sector led the rise strongly. On that day, the net inflow of northward funds was 3.79 billion yuan. At present, the market's pessimistic expectations for the epidemic have basically dissipated, and the resumption of work and proction has been orderly promoted. In addition, the external situation tends to be stable, it is expected that the market is expected to maintain a strong consolidation in the future. In terms of operation, it is suggested to grasp the rhythm of participation, pay attention to semiconctor, securities companies, big finance, big consumption, new energy, etc. The stock market is risky and investment should be cautious
(investment consultant & Company); Gu Zhixiong and Chen 160; Registered Investment Consultant Certificate No.: s0260611020066)
& # - 160
macro perspective: chip semiconctor stocks soared, and the second phase of the national memory base project started
Event: on June 20, the second phase (Civil Engineering) of the national memory base project implemented by Changjiang storage started in Wuhan Donghu high tech Zone. The project plans to build a 3D NAND flash chip factory in two phases. The planned proction capacity of the first phase is 100000 pieces per month, and the second phase will reach 200000 pieces, with an overall investment of US $24 billion. The first phase of the project started construction at the end of 2016. The 32 layer and 64 layer memory chips have achieved stable mass proction, and the world's first 128 layer QLC 3D flash memory chip has been successfully developed
comments: memory is the basic core chip of information system, which can best represent the scale economic benefits and advanced manufacturing technology of integrated circuit instry. It is also the largest import amount of integrated circuit procts in China. In recent years, the prices of memory, solid-state hard disk and graphics card have been rising repeatedly. The reason is that the memory chips are controlled by a few foreign manufacturers. Localization will rece the cost of domestic semiconctor procts and increase the orders of upstream equipment companies. Relevant leading companies are expected to continue to benefit, and it is suggested to actively focus on relevant opportunities
(investment consultant Gu Zhixiong Registered Investment Consultant Certificate No.: s0260611020066)
& # - 160
digital currency: digital currency is an important channel for RMB internationalization, and the pace of promotion is expected to rise faster than expected
Zhu Min, President of the National Institute of finance of Tsinghua University, believes that digital currency is the commanding point of future currency market competition, and the development of digital currency is an important field and channel for RMB internationalization in the future. Senior officials of the Singapore government and banks also expressed their expectation to cooperate with China in the field of digital currency, saying that Singapore could be considered as the hub of China's digital currency. Recently, the central banks of South Korea and Thailand are also actively promoting the development of digital currency. The analysis shows that the recent positive attitude of global central banks, especially Asian central banks, towards digital currency will help to promote the application of digital currency in cross-border trade and payment settlement in the future, and enhance the important role of digital currency in the process of RMB internationalization. At the same time, the domestic digital currency test is in full swing, and the subsequent landing rhythm is expected to exceed expectations
(investment consultant Gu Zhixiong Registered Investment Consultant Certificate No.: s0260611020066)
& # - 160< br /> < br />
key recommendations
State Affairs Office: support the transfer of export procts to domestic sales, encourage e-commerce to set up special zones for foreign trade procts
China relaunches the launch mission of the last global networking satellite of beidou-3
& # 160<
market comments
market comments: the market will maintain a strong shock, focusing on the rhythm of operation, focusing on technology and finance
digital currency: digital currency is an important channel for RMB internationalization, and the pace of promotion is expected to exceed expectations
macro perspective: chip semiconctor stocks rose sharply, and the second phase of the national memory base project started
&
futures intelligence
metal energy: gold 397.40, up 1.33%; Copper rose 0.55% to 47410; Rebar 3585, down 0.19%; Rubber 10615, down 0.28%; PVC index was 6155, down 0.57%; Zheng Chun 1759, up 0.34%; Hulan 13590, up 0.89%; Shanghai nickel 102060, down 1.39%; Iron ore was 739.0, down 2.25%; 0%, down 0.43%; Coking coal was 1174.0, down 0.93%; Brent oil was 43.33%, up 2.51%
Agricultural Procts: soybean oil 5804, up 0.62%; Corn 2103, down 0.94%; Palm oil rose 1.18% to 5130; Zheng Mian 11840, down 1.33%; Zheng Mai 2523, down 0.12%; Sugar 5051, up 0.24%; Apple 7878, down 2.57%; Jujube 10025, down 1.38%
exchange rate: EUR / USD 1.13, up 0.76%; USD / RMB 7.07, down 0.04%; USD / HK $7.75, up 0.01%< br /> < Second, key recommendations
1. State office: support the transfer of export procts to domestic sales, encourage e-commerce to set up special zones for foreign trade procts
Event: on June 222, the general office of the State Council issued Implementation Opinions to support the transfer of export procts to domestic sales. Foreign trade enterprises are encouraged to connect with e-commerce platforms and set up special zones for foreign trade procts relying on various online shopping festivals. On the premise of meeting the requirements of domestic epidemic prevention and control, we will guide the main pedestrian streets to organize and carry out special activities on the transfer of export procts to domestic sales
comments: under the impact of the epidemic, foreign trade exports this year are facing a more severe situation. As the export instry chain has a great impact on stabilizing employment, it is of great significance to stabilize the operation of export enterprises. China has a huge domestic consumption market, and with the support of policies, the impact of the external economic downturn on foreign trade export enterprises will be reced. In the context of controllable downward fundamentals and abundant liquidity, the market is expected to continue to perform structural market
(investment consultant Zhong Yanling Registered Investment Consultant Certificate No.: s0260613020024)
& # - 160
2. China restarted the last global networking satellite launch mission of beidou-3
Event: according to China's satellite navigation system management office, the technical problems related to the last global networking satellite launch mission of beidou-3, which was delayed on June 16, have been eliminated, and the mission was restarted and will be launched on June 23
comments: with the completion of Beidou global networking, Beidou applications will enter a stage of rapid development, and the future growth space of Beidou instrial chain is broad, which will be an important development opportunity for relevant listed companies
(investment consultant Zhong Yanling Registered Investment Consultant Certificate No.: s0260613020024)
& # - 160< Third, market comments
market comments: the market will maintain a strong shock, focusing on the rhythm of operation, focusing on science and technology and finance
on Monday, the three A-share indexes closed mixed with ups and downs, among which the gem index continued to rise 1.01%, and the daily K-line rose for seven consecutive years, reaching a new high of four and a half years. The market turnover was enlarged, with a total turnover of 828.6 billion yuan in the two cities. The instry sector showed a pattern of differentiation, among which the securities companies and semiconctor sector led the rise strongly. On that day, the net inflow of northward funds was 3.79 billion yuan. At present, the market's pessimistic expectations for the epidemic have basically dissipated, and the resumption of work and proction has been orderly promoted. In addition, the external situation tends to be stable, it is expected that the market is expected to maintain a strong consolidation in the future. In terms of operation, it is suggested to grasp the rhythm of participation, pay attention to semiconctor, securities companies, big finance, big consumption, new energy, etc. The stock market is risky and investment should be cautious
(investment consultant & Company); Gu Zhixiong and Chen 160; Registered Investment Consultant Certificate No.: s0260611020066)
& # - 160
macro perspective: chip semiconctor stocks soared, and the second phase of the national memory base project started
Event: on June 20, the second phase (Civil Engineering) of the national memory base project implemented by Changjiang storage started in Wuhan Donghu high tech Zone. The project plans to build a 3D NAND flash chip factory in two phases. The planned proction capacity of the first phase is 100000 pieces per month, and the second phase will reach 200000 pieces, with an overall investment of US $24 billion. The first phase of the project started construction at the end of 2016. The 32 layer and 64 layer memory chips have achieved stable mass proction, and the world's first 128 layer QLC 3D flash memory chip has been successfully developed
comments: memory is the basic core chip of information system, which can best represent the scale economic benefits and advanced manufacturing technology of integrated circuit instry. It is also the largest import amount of integrated circuit procts in China. In recent years, the prices of memory, solid-state hard disk and graphics card have been rising repeatedly. The reason is that the memory chips are controlled by a few foreign manufacturers. Localization will rece the cost of domestic semiconctor procts and increase the orders of upstream equipment companies. Relevant leading companies are expected to continue to benefit, and it is suggested to actively focus on relevant opportunities
(investment consultant Gu Zhixiong Registered Investment Consultant Certificate No.: s0260611020066)
& # - 160
digital currency: digital currency is an important channel for RMB internationalization, and the pace of promotion is expected to rise faster than expected
Zhu Min, President of the National Institute of finance of Tsinghua University, believes that digital currency is the commanding point of future currency market competition, and the development of digital currency is an important field and channel for RMB internationalization in the future. Senior officials of the Singapore government and banks also expressed their expectation to cooperate with China in the field of digital currency, saying that Singapore could be considered as the hub of China's digital currency. Recently, the central banks of South Korea and Thailand are also actively promoting the development of digital currency. The analysis shows that the recent positive attitude of global central banks, especially Asian central banks, towards digital currency will help to promote the application of digital currency in cross-border trade and payment settlement in the future, and enhance the important role of digital currency in the process of RMB internationalization. At the same time, the domestic digital currency test is in full swing, and the subsequent landing rhythm is expected to exceed expectations
(investment consultant Gu Zhixiong Registered Investment Consultant Certificate No.: s0260611020066)
& # - 160< br /> < br />
3. In this regard, Lianhua once released a proud figure to the outside world, that is, the distribution rate of Lianhua logistics (that is, the logistics distribution cost required to distribute certain value goods), which has been controlled within 2%, even lower than 4.5% of Wal Mart
case Shanghai Lianhua distribution Center
case background
the lag of cold chain logistics raises the cost of food circulation. Cold chain logistics generally refers to a systematic project that refrigerated and frozen food is always in the specified low temperature environment in the proction, storage, transportation, sales, and before consumption, so as to ensure food quality and rece food loss. It is established with the progress of science and technology and the development of refrigeration technology. It is a low-temperature logistics process based on refrigeration technology; It is a special form of logistics that needs special devices, and needs to pay attention to the transportation process, time control, transportation mode, and the proportion of logistics cost in the cost is very high
as the fresh processing and distribution is different from the normal temperature dry goods distribution, it requires the corresponding fresh-keeping conditions and a lot of investment, the distribution radius is limited, the relative operation risk is large, and the processing management of finished procts is complex, so most chain supermarkets do not intervene rashly. It is understood that at present, only 10% of meat, 20% of aquatic procts and a small amount of milk and bean procts in China circulate through the standardized cold chain system, which is far lower than the level of developed countries. With the increasing status of the buyer in the commodity circulation market, consumers have more choices and the circulation chain is becoming longer and longer. Cold chain logistics system provides a new kind of goods circulation support, and fully realizes the efficient and seamless docking between different links in the process of livestock proction, processing and sales. This kind of new goods circulation system has been paid more and more attention, and constantly improved. This kind of seamless connection between various links in the logistics system realizes the sanitation and freshness of livestock food, greatly improves the quality of livestock procts, and inevitably leads to the arrival of the new "fresh" era
case introction
Shanghai Lianhua fresh food processing and Distribution Center Co., Ltd., a subsidiary of Lianhua Supermarket Co., Ltd., was established in December 1999 in Zhabei District, Shanghai, with a registered capital of 5 million yuan. It is mainly engaged in the processing, distribution and trade of fresh food, with total assets of nearly 300 million yuan. It is a modern fresh food processing and distribution enterprise with the first-class level in China. The company covers a total area of 22500 square meters. Including proction workshop, cold storage, distribution site, waiting warehouse, warehouse (basement), office building, etc. Cold storage 8700 tons; 46 transport vehicles (24 of which are refrigeration and heat preservation vehicles) ensure the safe proction and rapid circulation of goods. Lianhua fresh food processing and distribution center is the most advanced and largest fresh food processing and distribution center in China. Lianhua fresh food processing and distribution center has a total investment of 60 million yuan, a construction area of 35000 square meters, and an annual proction capacity of 20000 tons, including 15000 tons of meat procts, 3000 tons of fresh potted vegetables and processed semi-finished procts, and 2000 tons of Western cooked food procts; At the same time of proction and processing, the distribution center is also engaged in the distribution of fruits, frozen procts and north-south goods. The distribution scope of Lianhua fresh food distribution center covers more than 2000 stores, such as Lianhua standard super, express convenience, Century Lianhua, Hualian jimaisheng, Lianhua e-commerce (Lianhua OK network), laying the foundation for the rapid development of the enterprise. The profit source of chain operation focuses on logistics. There are two main criteria for evaluating the quality of logistics system: logistics service level and logistics cost. Logistics service refers to the management of the business process related to the movement of funds and information related to each transaction in the supply chain when goods are to be moved between enterprises and suppliers / customers. Logistics cost is the monetary expression of materialized labor and living labor consumed in logistics activities. Logistics cost management method. 1 through the use of logistics standardization for logistics management: logistics standardization is to take logistics as a large system, and formulate the technical standards for the internal facilities, mechanical equipment, special tools and other subsystems of the system. Work out the working standards of various sub fields in the system, such as packaging, loading and unloading, transportation and so on. Take the system as the starting point, study the coordination of technical standards and working standards in various sub-systems and sub fields, and unify the standards of the whole logistics system. 2. Through the realization of supply chain management, improve the management of customer logistics services to rece costs: the implementation of supply chain management not only requires the efficiency of the logistics system of the enterprise, but also requires the enterprise to coordinate the relationship with other enterprises, customers and transportation operators, so as to realize the efficiency of the whole supply chain activities. 3. Rece costs through efficient distribution: the objective requirement of enterprise logistics development is to shorten the order time of users and to have a correct purchase system. However, with the development of the distribution cost, especially the distribution requirements of multi frequency and small units, enterprises are required to adopt efficient distribution, so they must pay attention to the management of vehicle distribution plan, Improve loading rate and vehicle operation management
therefore, having the ability of fast logistics distribution and ultra-low logistics cost is not only a key link for a modern chain business enterprise to obtain competitive advantage, but also the core competitiveness of the enterprise. In this regard, Lianhua once released a proud figure to the outside world, that is, the distribution rate of Lianhua logistics (that is, the logistics distribution cost required to distribute certain value goods), which has been controlled at 2%
refer to the network library for details
http://wenku..com/link?url=_
case Shanghai Lianhua distribution Center
case background
the lag of cold chain logistics raises the cost of food circulation. Cold chain logistics generally refers to a systematic project that refrigerated and frozen food is always in the specified low temperature environment in the proction, storage, transportation, sales, and before consumption, so as to ensure food quality and rece food loss. It is established with the progress of science and technology and the development of refrigeration technology. It is a low-temperature logistics process based on refrigeration technology; It is a special form of logistics that needs special devices, and needs to pay attention to the transportation process, time control, transportation mode, and the proportion of logistics cost in the cost is very high
as the fresh processing and distribution is different from the normal temperature dry goods distribution, it requires the corresponding fresh-keeping conditions and a lot of investment, the distribution radius is limited, the relative operation risk is large, and the processing management of finished procts is complex, so most chain supermarkets do not intervene rashly. It is understood that at present, only 10% of meat, 20% of aquatic procts and a small amount of milk and bean procts in China circulate through the standardized cold chain system, which is far lower than the level of developed countries. With the increasing status of the buyer in the commodity circulation market, consumers have more choices and the circulation chain is becoming longer and longer. Cold chain logistics system provides a new kind of goods circulation support, and fully realizes the efficient and seamless docking between different links in the process of livestock proction, processing and sales. This kind of new goods circulation system has been paid more and more attention, and constantly improved. This kind of seamless connection between various links in the logistics system realizes the sanitation and freshness of livestock food, greatly improves the quality of livestock procts, and inevitably leads to the arrival of the new "fresh" era
case introction
Shanghai Lianhua fresh food processing and Distribution Center Co., Ltd., a subsidiary of Lianhua Supermarket Co., Ltd., was established in December 1999 in Zhabei District, Shanghai, with a registered capital of 5 million yuan. It is mainly engaged in the processing, distribution and trade of fresh food, with total assets of nearly 300 million yuan. It is a modern fresh food processing and distribution enterprise with the first-class level in China. The company covers a total area of 22500 square meters. Including proction workshop, cold storage, distribution site, waiting warehouse, warehouse (basement), office building, etc. Cold storage 8700 tons; 46 transport vehicles (24 of which are refrigeration and heat preservation vehicles) ensure the safe proction and rapid circulation of goods. Lianhua fresh food processing and distribution center is the most advanced and largest fresh food processing and distribution center in China. Lianhua fresh food processing and distribution center has a total investment of 60 million yuan, a construction area of 35000 square meters, and an annual proction capacity of 20000 tons, including 15000 tons of meat procts, 3000 tons of fresh potted vegetables and processed semi-finished procts, and 2000 tons of Western cooked food procts; At the same time of proction and processing, the distribution center is also engaged in the distribution of fruits, frozen procts and north-south goods. The distribution scope of Lianhua fresh food distribution center covers more than 2000 stores, such as Lianhua standard super, express convenience, Century Lianhua, Hualian jimaisheng, Lianhua e-commerce (Lianhua OK network), laying the foundation for the rapid development of the enterprise. The profit source of chain operation focuses on logistics. There are two main criteria for evaluating the quality of logistics system: logistics service level and logistics cost. Logistics service refers to the management of the business process related to the movement of funds and information related to each transaction in the supply chain when goods are to be moved between enterprises and suppliers / customers. Logistics cost is the monetary expression of materialized labor and living labor consumed in logistics activities. Logistics cost management method. 1 through the use of logistics standardization for logistics management: logistics standardization is to take logistics as a large system, and formulate the technical standards for the internal facilities, mechanical equipment, special tools and other subsystems of the system. Work out the working standards of various sub fields in the system, such as packaging, loading and unloading, transportation and so on. Take the system as the starting point, study the coordination of technical standards and working standards in various sub-systems and sub fields, and unify the standards of the whole logistics system. 2. Through the realization of supply chain management, improve the management of customer logistics services to rece costs: the implementation of supply chain management not only requires the efficiency of the logistics system of the enterprise, but also requires the enterprise to coordinate the relationship with other enterprises, customers and transportation operators, so as to realize the efficiency of the whole supply chain activities. 3. Rece costs through efficient distribution: the objective requirement of enterprise logistics development is to shorten the order time of users and to have a correct purchase system. However, with the development of the distribution cost, especially the distribution requirements of multi frequency and small units, enterprises are required to adopt efficient distribution, so they must pay attention to the management of vehicle distribution plan, Improve loading rate and vehicle operation management
therefore, having the ability of fast logistics distribution and ultra-low logistics cost is not only a key link for a modern chain business enterprise to obtain competitive advantage, but also the core competitiveness of the enterprise. In this regard, Lianhua once released a proud figure to the outside world, that is, the distribution rate of Lianhua logistics (that is, the logistics distribution cost required to distribute certain value goods), which has been controlled at 2%
refer to the network library for details
http://wenku..com/link?url=_
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