7月17日证券之星午间消息汇总：支持上市公司并购重组！河南省出台新政

Macro News - China's brand value among the top 5000 global brands reached $1.76 trillion, ranking second globally [1] - The central bank conducted a 7-day reverse repurchase operation of 450.5 billion yuan at an interest rate of 1.40%, resulting in a net injection of 360.5 billion yuan [1] - According to CME's "Fed Watch," the probability of the Federal Reserve maintaining interest rates in July is 95.9%, with a 4.1% chance of a 25 basis point cut [1] Industry News - The Henan Provincial Government issued policies to support mergers and acquisitions for listed companies, aiming to promote high-quality industrial development and resource allocation [2] - The EU-China Chamber of Commerce's automotive working group held its first formal meeting with EU officials, discussing collaboration in the automotive sector [2] - An international standard for silicon-based anode materials in lithium-ion batteries was officially released, marking a significant development in the field [3] Sector Opportunities - CITIC Securities reports that the legalization of stablecoins in Hong Kong is expected to drive the expansion of the stablecoin industry, particularly benefiting RWA issuers, consulting/technical service providers, and cross-border payment companies [4] - Huatai Securities indicates that current valuations of electric companies reflect market concerns about stable profit growth post-2028, but anticipates a high level of approvals for coal power from 2025 to 2030 [4] - China Galaxy Securities highlights the launch of the Sci-Tech Innovation Growth Board as a strong support for the country's self-reliance strategy in technology, enhancing the outlook for the securities sector [4]