(original title: central heavyweight set tone! Securities Regulatory Commission, Shanghai and Shenzhen Stock Exchange! China's assets explode and the property market is good. Top 10 news that Labour Day holiday affects the market of the week)

The third Plenary session of the 20th CPC Central Committee was held in Beijing in July.

The political Bureau of the CPC Central Committee held a meeting on April 30TwinspinmegawaysslotDecided to hold the third plenary session of Communist Party of China's 20th Central Committee in Beijing in July this year. The main agenda is to report the work of the political Bureau of the CPC Central Committee to the Central Committee, focusing on deepening reform in an all-round way and promoting Chinese-style modernization. The meeting analyzed and studied the current economic situation and economic work, and deliberated the "opinions on a number of policies and measures to continuously promote the integrated and high-quality development of the Yangtze River Delta." Xi Jinping, general secretary of the CPC Central Committee, presided over the meeting.

The meeting pointed out that it is necessary to rely on forward efforts to effectively implement the established macro policies and implement a proactive fiscal policy and a prudent monetary policy. It is necessary to issue and make good use of ultra-long-term special treasury bonds as soon as possible, speed up the issuance and use of special bonds, maintain the necessary intensity of financial expenditure, and ensure that the grass-roots "three guarantees" are spent in full and on time. It is necessary to flexibly use policy tools such as interest rates and deposit reserve ratio to increase support to the real economy and reduce social comprehensive financing costs. It is necessary to do a good job in evaluating the consistency of macro policy orientation and strengthen expectation management. It is necessary to actively expand domestic demand and properly implement the action plan for large-scale equipment renewal and trade-in of consumer goods. It is necessary to create more consumption scenes and better meet the diversified and high-quality consumption needs of the people. It is necessary to further promote a new type of people-oriented urbanization and continue to unleash the potential of consumption and investment. It is necessary to implement a new mechanism for cooperation between the government and social capital and fully stimulate the vitality of private investment.

The meeting stressed the need to develop new-quality productive forces in line with local conditions. It is necessary to strengthen the layout of national strategic scientific and technological forces, cultivate and strengthen emerging industries, build future industries in advance, and use advanced technology to enable the transformation and upgrading of traditional industries. We should actively develop venture capital and strengthen patient capital.

The meeting stressed the need to continuously prevent and defuse risks in key areas. We will continue to implement policies based on the city, consolidate the responsibilities of local governments, real estate enterprises and financial institutions, earnestly do a good job in ensuring the delivery of houses, and protect the legitimate rights and interests of property buyers. In the light of the new changes in the relationship between supply and demand in the real estate market and the people's new expectations for high-quality housing, we should comprehensively study policies and measures to digest the stock of real estate and optimize incremental housing, and step up efforts to build a new model of real estate development. promote high-quality development of real estate. It is necessary to thoroughly implement local government debt risk resolution programs to ensure that high-risk provinces, cities and counties can not only truly reduce debt, but also develop steadily. We should continue to promote the reform of small and medium-sized financial institutions and take more measures to promote the healthy development of the capital market.

For details, see: "the political Bureau of the CPC Central Committee decided to hold the third Plenary session of the 20th CPC Central Committee" and "the political Bureau of the CPC Central Committee set the tone! Here comes the latest interpretation. "

2. The SFC issued a major announcement.

In order to implement the "opinions of the State Council on strengthening Supervision and preventing risks and promoting the High-quality Development of the Capital Market" and "opinions on strict access to issuance and listing to improve the quality of listed companies from the Source (for trial implementation)", the CSRC revised the guidelines on the Evaluation of the attributes of Scientific and technological Innovation (for trial implementation), and implemented as of the date of promulgation. The revised guidelines appropriately raise the requirements for the compound growth rate of R & D investment, the number of invention patents and operating income of Science and Technology Innovation Board's proposed listed enterprises, and aims to guide scientific and technological start-up enterprises to pay more attention to scientific research investment and the industrialization of scientific research achievements. to promote the further improvement of the quality of reporting enterprises. In the next step, the CSRC will guide the Shanghai Stock Exchange to do a good job in implementing the rules, stick to the position of Science and Technology Innovation Board, the main services are in line with the national strategy, possess key core technologies, have outstanding scientific and technological innovation capabilities, and mainly rely on core technologies to carry out production and operation. with a stable business model, high market recognition, good social image, strong growth enterprises issued and listed in Science and Technology Innovation Board, scientific and technological innovation to promote industrial innovation Give better play to the function of Science and Technology Innovation Board.

On the same day, the CSRC issued guidance and supervision guidelines for companies listed in the national share conversion system to apply for listing on the Beijing Stock Exchange to further optimize the guidance and supervision work of the Beijing Stock Exchange. The guidance guidelines of the Beijing Stock Exchange highlight the "three reinforcements". First, strengthen the linkage between counseling supervision and continuous supervision. Give full play to the full chain regulatory advantages of the new third board and the Beijing Stock Exchange, establish a regulatory information sharing mechanism among the nodes of listing audit, daily supervision, guidance supervision and listing audit, make it clear that the national stock transfer system and the Securities Regulatory Bureau should establish a communication and docking mechanism, and refine the regulatory information notification requirements between the two. At the same time, it clarifies the content requirements of the guidance supervision report of the Securities Regulatory Bureau, and emphasizes that the Beijing Stock Exchange should pay attention to the contents of the guidance supervision report in the audit, and do a good job in the connection between the guidance link and the audit registration link.

3. Shanghai and Shenzhen exchanges have issued a number of business rules, and other rules will be formulated and revised as soon as possible.

On April 30, the Shanghai and Shenzhen exchanges officially issued a number of rules, such as the rules for the examination and approval of Stock issuance and listing. The Shanghai Stock Exchange has revised and issued nine business rules, including five major business rules, including the rules for the examination of Stock issuance and listing, which have been publicly consulted, as well as four supporting business rules and guidelines. In addition, the Shanghai Stock Exchange is formulating, revising and implementing other business rules of the new "National Nine articles", which will be released to the market as soon as possible.

The Shenzhen Stock Exchange has revised and issued nine business rules, which are specifically divided into three categories: first, six rules for the examination of issuance and listing, the main purpose of which is to strengthen the strict control of market entry, improve the financial indicators of issuance and listing, improve the positioning standards of the gem, strengthen the audit of financial authenticity, strengthen on-site supervision, standardize surprise "warehouse clearance" dividends before listing, and tighten the responsibilities of intermediary agencies. The second is a rule of issuing and underwriting, the main purpose of which is to implement the strict supervision of over-raising requirements at high prices, further standardize the behavior of underwriters issuing investment value research reports, and strengthen the supervision of issuance and underwriting. The third is the two regulatory rules for listed companies, the main purpose of which is to strengthen the requirements of continuous supervision, optimize the listing conditions, strengthen the hard constraint on cash dividends, strictly enforce delisting standards, and speed up the formation of a normal delisting pattern that should be withdrawn and cleared in time. At the same time, based on market feedback, the Shenzhen Stock Exchange is stepping up efforts to formulate and revise other supporting business guidelines and guidelines, which will be released to the market as soon as possible.

4. Big news on the property market in Beijing, Shanghai and Shenzhen

4月30日，北京市住建委发布关于优化调整本市住房限购政策的通知。自本通知印发次日起，在执行现有住房限购政策的基础上，允许以下居民家庭（含夫妻双方及未成年子女，下同）或成年单身人士，在五环外新购买1套商品住房（包括新建商品住房和二手住房）：1twinspinmegawaysslot.本市户籍居民家庭（含驻京部队现役军人和现役武警家庭、持有有效《北京市工作居住证》的家庭），已在京拥有2套住房的；2.本市户籍成年单身人士，已在京拥有1套住房的；3.连续5年（含）以上在本市缴纳社会保险或个人所得税的非本市户籍居民家庭或成年单身人士，已在京拥有1套住房的。其中，新购买商品住房位于通州区（不含台湖、马驹桥地区）的居民家庭或成年单身人士，还须为通州区户籍，或与在通州区注册或经营的企业、疏解搬迁至通州区的党政机关、企事业单位存在劳动关系。

上海加入商品住房“以旧换新”队列。5月3日，上海市房地产行业协会、上海市房地产经纪行业协会联合倡议，在上海全市发起商品住房“以旧换新”活动，将通过“以旧换新”模式，方便居民置换住房，更好地支持居民合理的梯度置业需求。首批参加倡议的房地产开发企业20余家，房地产经纪机构近10家。首批参加倡议的项目30余个，主要分布在嘉定、松江、青浦、奉贤、临港等区域。

针对近期市场传出“五一”之后深圳将取消福田、南山之外区域的限购政策，同时取消5年的增值税，满3年即可免征的消息。深圳市住房和城乡建设局表示，相关政策信息以市住房建设局官方公布为准。市住房建设局将结合房地产市场实际情况，在深圳市委、市政府领导下，因城施策用好政策工具箱，更好满足居民刚性和改善性住房需求，促进深圳房地产市场平稳健康发展。

5、巴菲特2024年股东大会

北京时间5月4日晚，一年一度伯克希尔股东大会在巴菲特的老家奥马哈举行。巴菲特在股东大会上，回应了减持苹果，谈及海外投资、人工智能、巨额现金储备、继任工作、投资化石能源等话题。值得注意的是，巴菲特透露，正评估一项加拿大投资，对投资日本五大商社感到“非常好”。巴菲特坦承，投资派拉蒙亏损一大笔钱，完全是自己的决定，目前已经清仓。

一季度，伯克希尔总计出售了价值199.72亿美元的股票，买入26.91亿美元，净卖出172.81亿美元。目前，巴菲特手握1890亿美元的巨量现金，并预计6月底手中现金量将达到2000亿美元。对此，巴菲特直言当下利率很高，没有找到足够吸引力回报的投资。

详情参见：《信息量巨大！刚刚，巴菲特发声，海外投资、减持苹果、AI......都有回应！》、《重磅！12大看点来袭！一文看懂巴菲特2024年股东大会》

6、私募新规正式落地

4月30日，《私募证券投资基金运作指引》正式对外公布。在《运作指引》公开征求意见一年时间里，基金业协会共收到意见建议600余份，主要集中在募集及存续门槛、申赎开放频率及锁定期安排等方面，协会结合行业反馈意见并进行充分评估、测算，对前述条款进行适度放宽。

比如，私募基金最低存续规模由1000万元降低至500万元；由每月至多开放一次申赎，调整到至多每周开放一次，并将6个月锁定期要求放宽至3个月；维持组合投资的总体要求不变，但是补充了“同一资产”释义、投资比例被动超限后调整要求等内容；大幅放松过渡期安排等。

详情参见：《重磅新规！私募圈刷屏，五大变化，影响多大？》

7、华为将举行全球创新产品发布会，苹果将举行特别活动

华为宣布将于2024年5月7日在迪拜举行“创新产品发布会”，届时将推出的产品将包括：新款可穿戴设备；全新MateBook系列笔记本电脑；全新MatePad系列平板电脑。

据报道，苹果宣布于5月7日举行特别活动，届时或将发布新款iPad。

8、国家统计局将公布4月CPI、PPI数据

5月11日，国家统计局将发布4月居民消费价格指数(CPI)月度报告、工业生产者价格指数(PPI)月度报告。

9、中概股爆发！恒生指数连涨9个交易日

美国4月非农就业人数大幅不及预期，降息预期回升，截至上周五收盘，道指收涨1.18%；纳指收涨1.99%；标普500指数收涨1.26%。纳斯达克中国金龙指数更是大涨6.01%，创去年11月底以来收盘新高。4月以来，伴随美股、欧股、日股等多个海外市场的持续调整，全球资金加大了对中国资产的关注，纳斯达克中国金龙指数在4月22日~5月3日期间的10个交易日中累计上涨14.86%，创2023年1月以来最大连续两周涨幅。

港股方面，截至上周五收盘，香港恒生指数收盘涨1.48%，为连续第九个交易日收涨，创2018年以来最长连涨纪录。恒生科技指数收涨2.74%，创2023年11月底以来最高水平。快狗打车一度涨超125%，KEEP涨近20%。恒生科技指数成分股中，哔哩哔哩涨7%，微博涨近6%，网易、京东、小鹏汽车涨超4%，中国平安涨约4%。

10、本周近700亿元市值限售股解禁，芯联集成解禁市值超155亿元

数据显示，本周（5月6日~5月10日）共有75家公司限售股陆续解禁，合计解禁量78.42亿股，按4月30日收盘价计算，解禁市值为698.15亿元。

从解禁市值来看，解禁市值居前三位的是：芯联集成（155.58亿元）、晶合集成（115.69亿元）、大中矿业（103.94亿元）。

从解禁占比来看，解禁占比居前三位的是：浙江自然（66.75%）、大中矿业（63.53%）、三博脑科（55.42%）。

责编：战术恒