A new week has begun, let's take a look at the market situation in the morning. This morning, the three major indexes rose and fell mixed. As of the midday close, the Shanghai Index rose 0.08%, the Shenzhen Component Index fell 0.33%, and the ChiNext Index fell 0.68%.
From the perspective of the sector, the concept of AI has made a comeback, the concept stocks of Nvidia rose intraday, and the concept stocks of computing power rebounded in shock. In addition, sectors such as China Shipbuilding, aerospace and military industry, and biomedicine were active. The food, agriculture, lithium battery and other sectors were among the top losers.
The Hong Kong stock market fluctuated at a low level today. The three major indexes all fell, and most of the industry sectors were in the green. GDS, AAC Technologies, and Baidu Group were among the top losers.
AI concept makes a comeback
A-share Nvidia concept stocks rose intraday, Hongbo shares had a daily limit, Inspur Information, Shanghai Electric Power once daily limit, Zhongke Sugon, Shenghong Technology, Jingyan Technology and other stocks rose by more than 4%.
Computing power concept stocks rebounded in shock, Yunsai Zhilian rose by the limit, Tianfu Communications, Tsinghua Unigroup, Fii, etc. rose by more than 3%.
The Internet, software and other sectors have risen one after another. Fantuo Shuchuang once touched the 20CM daily limit, Huashi Technology rose by more than 14%, Xinzhi Software, Jinqiao Information, People.cn, and LDK Times all rose by more than 5%.
On the news side, on July 22, OpenAI announced on Twitter that it will release the ChatGPT Android APP next week, and it can be downloaded by appointment in the Google Store from now on.
In addition, on July 24, the People's Bank of China drafted the "Measures for Data Security Management in the Business Field of the People's Bank of China (Draft for Comment)" (hereinafter referred to as the "Measures"), and is now open to the public for comments.
China Shipbuilding's plate shakes higher
The China Shipbuilding Department moved up, Kunming Ship Intelligent rose by more than 5%, China Shipbuilding rose by 4%, and China Dynamics, CSSC Hanguang, and CSSC Defense followed suit. Other Chinese prefixes rose steadily.
The rapid rise of the pharmaceutical sector
The biopharmaceutical sector rose rapidly in early trading, Jingfeng Pharmaceutical rose by the daily limit, Baili Tianheng, Dali Pharmaceutical, and Haichuang Pharmaceutical all rose by more than 5%.
In terms of news, recently, the National Medical Insurance Administration issued the "Regulations on the Renewal of Negotiated Drugs", which establishes payment standard adjustment rules that basically cover the entire life cycle of drugs, and the negotiated drugs that have reached 8 years are included in the regular catalog management; for negotiated drugs that have not reached 8 years, if the contract has reached or exceeded 4 years in a row, if the contract is renewed in a simple way or new indications are triggered, the price reduction will be halved.
Stronger construction sector
The transformation of urban villages is expected to speed up, the construction sector is strong, Oriental Garden has won the four-linked board, Shanshui Bide and Matrix shares both have a daily limit of 20CM, and Jinhe Commercial Management and Kelida have their daily limit.
In terms of news, on July 21, the National Standing Committee reviewed and approved the "Guiding Opinions on Actively and Steadily Promoting the Transformation of Urban Villages in Megacities." Focusing on actively and steadily promoting the transformation of urban villages is an important means to improve people's livelihood, expand domestic demand, and promote high-quality urban development. During the transformation process, priority should be paid to the needs of the masses and potential safety hazards, and the participation of private capital should be actively encouraged.
Food stocks tumble
Food stocks fluctuated and fell. Gui Faxiang and Panda Dairy fell more than 5%, followed by Yiming Food, Western Animal Husbandry, and Black Sesame.
The agriculture and aquaculture sectors fell, Dahu shares fell by the limit, and Qiule Seed Industry, Shennong Technology, and Guolian Aquatic Products were among the top losers.
However, the retail sector bottomed out in the morning and rebounded, and Dalian Friendship, Jinhe Business Management both rose by their limit.
The central bank plans to classify and classify data in the field of business
Standard Data Processor Conduct
On July 24, in order to implement the relevant requirements of the "Data Security Law of the People's Republic of China" and accelerate the legalization of data security management within the scope of its own business supervision and management duties, the People's Bank of China studied and drafted the "People's Bank of China Business Area Data Security Management Measures" (hereinafter referred to as the "Measures"), guiding and urging relevant data processors to carry out data processing activities in the business area of the People's Bank of China in accordance with laws and regulations, and perform data security protection responsibilities.
At present, the data processing activities governed by the "Measures" mainly include: monetary policy affairs, cross-border RMB affairs, various inter-bank market transactions, financial industry comprehensive computing affairs, payment and settlement affairs, currency management and digital Renminbi affairs, treasury affairs management, credit investigation affairs, anti-money laundering affairs and other fields of data processing activities.
The "Methods" includes general principles of dividend distribution, data classification and grading, general requirements for data security maintenance, handling methods for data security maintenance, technical measures for data security maintenance, risk monitoring, evaluation, auditing and incident handling methods, legal responsibilities, and eight chapters with a total of 57 articles. The main contents include:
The first is the standard data classification and classification requirements. It is emphasized that data processors should establish data classification and grading system regulations, sort out data resource catalog identification and classification information, and under the overall coordination of the national data security operation coordination mechanism, according to the important data identification standards formulated by the People's Bank of China, unanimously implement data classification, strictly implement network security level maintenance and risk assessment responsibilities, and on this basis, promote each data processor to further distinguish between data sensitivity and usability levels, so as to better adopt refined and differentiated security maintenance management and technical measures in the whole process of data security management.
The second is to put forward the overall requirements for data security maintenance. Emphasize that data processors should consolidate their data security responsibilities, establish a data security accountability system and a full-process security management system for data processing activities, and formulate a data security training plan.
The third is to tighten the bottom line of safety compliance in the whole process of data processing activities. For the various links of collection, storage, use, processing, transmission, provision, disclosure and deletion, after clarifying to the data processor which security protection management and technical measures to adopt, it can be regarded as generally satisfying the bottom line of compliance requirements of due diligence.
The fourth is to refine compliance requirements such as risk monitoring, evaluation and auditing, and event handling. It is emphasized that data processors should establish a data processing activity security risk monitoring and warning mechanism, strengthen data security risk intelligence monitoring, verification, disposal and industry sharing, formulate data security incident grading and determination standards and emergency plans, and standardize emergency drills, incident handling, risk assessment, and auditing.
The fifth is to clarify that the People's Bank of China and its branches can conduct law enforcement inspections on the implementation of data security maintenance responsibilities of data processors, and the corresponding legal responsibilities of data processors in violation of regulations.