A股盘前播报 | 中办、国办发文！事关全国碳市场建设 焦炭再迎新一轮涨价

Industry Developments - The Central Committee and State Council of China announced plans to expand the carbon emissions trading market by 2027, aiming for comprehensive coverage of major industrial sectors and a voluntary emissions trading market by 2030 [1] - The China Coking Industry Association called for an immediate price increase in the coking market, with specific price adjustments for various types of coke effective from August 26 [2] - The National Development and Reform Commission emphasized the need to improve domestic demand policies and create a fair competitive market environment to support technological innovation and quality supply [3] - The People's Bank of China and other departments issued a notice to broaden direct financing channels for forestry enterprises and increase financial support in the forestry sector [4] Market Insights - CITIC Securities noted that the current market rally is not driven by retail investors, suggesting a focus on sectors such as resources, innovative pharmaceuticals, gaming, and military industry [7] - Orient Securities indicated that the Shanghai Composite Index faces significant pressure between 3900-4000 points, predicting wide fluctuations in the market and highlighting the need to monitor shifts in market hotspots [8] Company Announcements - Sunshine Power reported a net profit of 7.735 billion yuan for the first half of the year, representing a year-on-year increase of 55.97% [12] - Tuowei Information announced a net profit of 7.881 million yuan for the first half of the year, showing a remarkable year-on-year growth of 2263% [12] - Nairui Radar experienced a year-on-year net profit growth of 867% in the first half of the year [12]