January 27th (Thursday), the main contents of today’s headlines are:
China Securities Journal
The bank, the two sessions improved the anti money laundering supervision mechanism and strengthened the customer due diligence measures of financial institutions
According to the news of the people’s Bank of China on January 26, in order to improve the anti money laundering supervision mechanism and further improve China’s ability to prevent money laundering and terrorist financing risks, the central bank, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission jointly issued the measures for the Administration of customer due diligence and the preservation of customer identity data and transaction records of financial institutions, which will come into force on March 1, 2022.
The application for redemption by public offering was calm, and the position building of the new fund was accelerated
Recently, the A-share market fluctuated and adjusted. China Securities News reporter interviewed a number of fund companies and found that although the net value of the fund fluctuated, the overall application and redemption of the fund was stable. Among them, fixed income funds continued to receive net subscription, and equity funds were redeemed, but there was no redemption tide as a whole. In addition, on the occasion of market correction, the sub new fund accelerated the pace of position building.
Large asset management companies will help the asset disposal of real estate enterprises in danger
China Securities News reporter learned on January 26 that recently, the financial management department convened several national asset management companies (AMCs) to study the participation of asset management companies in asset disposal, Project M & A and related financial intermediary services of venture real estate enterprises in accordance with the principles of marketization and legalization. Many experts said that if asset management companies intervene, it is expected to speed up the asset disposal progress of real estate enterprises in danger and better maintain the healthy and stable development and virtuous circle of the real estate market.
Signs of bottoming followed. A shares may welcome the “golden pit”
On January 26, A-Shares stabilized and rebounded, and more than 3000 stocks in Shanghai and Shenzhen rose. In the slow bull market in the past few years, the market has experienced rapid adjustment for many times. Afterwards, it is a “golden pit”. Market participants said that this round of A-share adjustment has not changed the slow bull pattern, the market sentiment factors are fully released, the medium and short-term rise is expected to rise again, and investors have a good chance of winning by choosing “holding shares for the holiday”.
Shanghai Securities News
The landing time and strength of multi sectoral release of steady growth policy signals will exceed expectations
The central economic work conference put forward “seven policy combinations” including macro, micro, structure, science and technology, reform and opening up, region and society. In the past two weeks, the state information office has intensively held press conferences. At the press conferences, the Ministry of industry and information technology, the people’s Bank of China, the Ministry of Commerce, the Ministry of finance, the State Administration of Taxation and other departments revealed this year’s policy ideas and force points.
Shenzhen’s 24 measures to relax market access cover six areas: Science and technology, finance, medical treatment, education, culture and transportation
Promote the interconnection of insurance markets in Shenzhen, Hong Kong and Macao, pilot Internet prescription drug sales, optimize the market access environment for the development of cruise ship and yacht industry, improve the access system of jewelry and jade industry in Shenzhen, and relax the market access of school organizers for children of foreigners… The national development and Reform Commission The opinions on several special measures for relaxing market access in Shenzhen to build a leading demonstration zone of socialism with Chinese characteristics (hereinafter referred to as the “special measures”) issued by the Ministry of Commerce on January 26 relaxed market access in six fields: Science and technology, finance, medical treatment, education, culture and transportation.
Shanghai Securities Regulatory Bureau issued the audit tips of 2021 annual report, paying attention to the audit risks in eight areas, and strictly preventing the false increase of income from alternative trade
At present, it is a critical period for the preparation and audit of annual reports of listed companies. In order to do a good job in the audit of annual reports of Listed Companies in Shanghai in 2021, promote institutions to further improve the quality of practice and support the high-quality development of listed companies, Shanghai Securities Regulatory Bureau recently notified the typical problems of audit practice in 2021, And give practice tips on key areas of annual report audit business in 2021.
The market is expected to gradually improve the “shareholding holiday” has become a new consensus among institutions
Whenever the Spring Festival holiday approaches, “holding money or holding shares” will become an important topic for investors. Based on the views recently released by institutions, most of them are optimistic about the post holiday market and actively suggest “holding shares for the holiday”. However, there are still some differences among institutions on the research and judgment of post festival market style.
securities times
Shenzhen relaxed market access in six areas and accelerated the pilot of comprehensive reform
In order to further support Shenzhen in building a leading demonstration area of socialism with Chinese characteristics, accelerate the pilot of comprehensive reform, continue to promote the relaxation of market access, create a market-oriented, legalized and international business environment, and drive the Greater Bay area of Guangdong, Hong Kong and Macao to promote reform and opening up at a higher starting point, at a higher level and with a higher goal, on January 26, the national development and Reform Commission The Ministry of Commerce issued the opinions on several special measures to relax market access for Shenzhen to build a leading demonstration zone of socialism with Chinese characteristics, covering six fields, including science and technology, finance, medical treatment, education and culture, transportation and other fields, including 24 specific measures. Among them, the “special measures” proposed to relax market access in relevant fields such as data element trading and cross-border data business. Prudently study the establishment of data element trading places and speed up the agglomeration and circulation of data elements in the Great Bay area of Guangdong, Hong Kong and Macao.
Market access continued to be relaxed and Shenzhen’s innovation “accelerated”
The opinions on several special measures to relax market access for Shenzhen to build a leading demonstration zone of socialism with Chinese characteristics was officially issued and implemented recently, providing important institutional support for Shenzhen, a “city of innovation”, to give full play to the efficiency of integrated innovation.
Vehicle co-ordination market risks occur frequently: some people experience mine explosions, and others are worried that they will step on mines
Recently, with the explosion of several motor vehicle safety planning enterprises, the topic of vehicle planning has attracted market attention. According to the statistics of the insurance industry, by the end of last year, there were more than 580 Co ordinating legal person institutions in China, of which 67% of the institutions established in 2018 were in a state of dishonesty.
Dongguan’s GDP exceeded trillion, and private enterprises held up half the sky
Dongguan once again attracted attention because its GDP exceeded trillion yuan. At the fifth session of the 13th Guangdong Provincial People’s Congress held on January 20, the government work report disclosed that Dongguan has become the fourth city in Guangdong with an economic aggregate of more than trillion yuan. The first three are Shenzhen, Guangzhou and Foshan.
Securities Daily
The local two sessions responded to pension concerns and made it clear that they would increase pensions
Since January, many places have entered the “local two sessions”, and the pension issue that has attracted much attention has also become one of the hot words of the “local two sessions”. Combing the 2022 government work report of many places, it is noted that many places have written pension related work into it. In the 2022 government work report of many places, the “pension” is also on the list.
State Administration of Taxation: the pilot scope of pushing dividend bills will be expanded this year
On January 26, at a press conference held by the state information office, Wang daoshu, deputy director of the State Administration of Taxation, introduced that in 2021, about 1.1 trillion yuan of new tax cuts and fees were reduced. In 2022, the CPC Central Committee and the State Council deployed to implement combined and large-scale tax cuts and fees reduction policies, focusing more on increasing support for small, medium-sized and micro enterprises, individual industrial and commercial households, manufacturing and so on. The national tax system will go all out to ensure that all tax policies benefiting enterprises and the people are fully implemented.
The operation of the insurance industry was announced last year. The premium increased by 4% year-on-year, and the insured amount increased by 40% year-on-year
On January 25, the China Banking and Insurance Regulatory Commission released the operation of the insurance industry in 2021: calculated according to comparable standards, the original insurance premium income of the whole industry (Note: the premium in the text refers to the original insurance premium) increased by 4.05% year-on-year, the insured amount increased significantly by 40.71%, and the compensation expenditure of the original insurance increased by 14.12%. “The growth rate of insurance amount and compensation is much higher than that of premium, which shows that insurance is gradually returning to the guarantee function and taking the road of high-quality development.” Said Xie Yuantao, Dean of the school of insurance of the University of international business and economics.
What did the top ten fund managers buy in the fourth quarter of last year? New year investment focuses on three directions
According to the statistics of China stock market news choice by the reporter of Securities Daily, as of the end of the fourth quarter of 2021, the funds of ten “top flow” fund managers, including Ge Lan, Zhang Kun, Liu Yanchun, Xie Zhiyu, Zhou Weiwen, Liu Gesong, Hu Xinwei, Xiao Nan, Li Xiaoxing and Yang Ruiwen, held a total of 118 shares, Among them, in the fourth quarter of 2021, 56 new stocks were added (23 new stocks and 33 new stocks). New energy, Baijiu, medicine and other three major track tracks became the focus of the ten top fund managers.
people’s daily
Reduce taxes and fees to promote development, slow taxes and fees to strengthen confidence
\u3000\u3000 “In 2021, we launched a combination of tax and fee preferential policies, including tax and fee reduction policies and tax and fee relief measures, which not only helped stabilize economic growth, but also strengthened the potential for enterprise development. In 2021, about 1.1 trillion yuan of tax and fee reductions were added, 216.2 billion yuan of deferred taxes were handled for small, medium-sized and micro enterprises in the manufacturing industry, and 271 yuan of tax reduction, refund and deferral were handled for coal-fired power and heating enterprises Billion yuan. ” On December 26, Wang daoshu, deputy director of the State Administration of Taxation, said at the press conference of the state information office.
first finance
Shenzhen’s 24 measures to relax market access usher in the New Year gift package in six areas
Shenzhen’s Spring Festival “big gift bag” was issued in advance. On January 26, the national development and Reform Commission and the Ministry of Commerce issued the opinions on several special measures for Shenzhen to relax market access in building a leading demonstration zone of socialism with Chinese characteristics, and put forward 24 measures in six fields: Science and technology, finance, medical treatment, education and culture, transportation and other fields to support Shenzhen’s bold exploration and experiment.
A shares out of the sharp decline is now “V-shaped” reversal of the two financial risks will make a comeback?
A number of people from the business department of securities companies told reporters that at present, there is no situation that the two financial institutions touch the closing line, and the situation approaching the early warning line is individually reflected, but they have communicated with customers about additional guarantee or securities sales.
economic reference daily
Green environmental protection, new energy, new materials and other outlets, green and low-carbon industries will meet huge incremental space
On the afternoon of January 24, the Political Bureau of the CPC Central Committee held the 36th collective study on striving to achieve the goal of carbon peak and carbon neutralization. The reporter of the economic information daily noted that since the release of the two programmatic documents of the “double carbon” policy system at the end of 2021, the central government and ministries have made intensive planning this year, and the green and low-carbon policy system has been continuously improved and accelerated. At the same time, many parties are making every effort to promote industrial optimization and upgrading. On the one hand, they are promoting the deep integration of emerging technologies such as Internet, big data, artificial intelligence and 5g with the development of traditional industries; On the other hand, accelerate the development of strategic emerging industries such as green environmental protection, new energy and new materials to drive the green and low-carbon development of the whole economy and society. Among them, the target output value of green environmental protection industry will reach 11 trillion yuan in 2025.
With a market value of 100 billion yuan, the company’s performance is bright, and institutions focus on industries exceeding expectations
Recently, the annual reports of leading companies from pharmaceutical, nonferrous metals, food and beverage, electrical equipment and other industries have been disclosed one after another. According to the data, as of January 26, 36 listed companies with a market value of more than 100 billion yuan have released the performance forecast of 2021 annual report. On the whole, the performance of these high market capitalization listed companies is generally excellent, with more than 90% of the pre happy (including slight increase and pre increase). Specifically, a total of 5 listed companies increased slightly, 28 listed companies increased in advance, 1 first loss, 1 continued loss and 1 pre reduction.
