January 28th (Friday), the main contents of today’s headlines are:
China Securities Journal
Expert: don’t cover your eyes with floating clouds. The long-term positive trend of A-Shares has not changed
In the face of short-term market fluctuations, many experts told the China Securities Journal on the 27th that the actual impact of overseas risk factors on China is limited, the impact on market sentiment will not last, and the factors supporting the long-term improvement of the A-share market have not changed. After adjustment, the attractiveness of A-Shares has been further improved, and we are full of confidence in the healthy and stable development of the A-share market in the future.
In 2021, the industrial economy continued to recover steadily, and the enterprise profit increased by more than 30%
According to the data released by the National Bureau of statistics on January 27, in 2021, industrial enterprises above Designated Size achieved a total profit of 8709.21 billion yuan, an increase of 34.3% over the previous year, 39.8% over 2019 and an average increase of 18.2% over the two years. Among them, the profit of high-tech manufacturing industry increased by 48.4% over the previous year, with an average increase of 31.4% in the two years.
Improve the liquidity of the secondary market. The Shanghai and Shenzhen Stock Exchange issued bond trading rules and guidelines
On the evening of January 27, the Shanghai and Shenzhen Stock Exchange issued the bond trading rules and three supporting guidelines to further clarify the optimization arrangements of the bond trading mechanism, marking another important step in the high-quality development of the exchange’s bond market. The bond trading rules and guidelines will come into effect on April 25.
Exposure of insurance capital operation ideas: prepare enough “bullets” for adding positions after the Spring Festival
Reporters recently investigated the operation trend of insurance institutions on the eve of the Spring Festival. A number of venture capital investment managers revealed that they continued to track the investment targets before the festival and have prepared enough “bullets” for the position increase after the Spring Festival. After the Spring Festival is a better time window for adjusting or adding positions. At that time, we will pay close attention to the layout according to the new characteristics of market fluctuations.
Shanghai Securities News
Intensive repo decisively increased holdings of more and more high-quality companies to boost confidence
Affected by multiple factors, the A-share market has been falling recently. At a time of low popularity, a number of high-quality listed companies made decisive moves and threw out large-scale repurchase and shareholder increase plans to boost morale and confidence with practical actions. According to statistics, since 2022, more than 70 companies have thrown out repurchase plans.
The State Council issued the “14th five year plan” for the modernization of market supervision to improve the system of anti-monopoly and anti unfair competition rules
The State Council recently issued the “14th five year plan” for the modernization of market supervision, which makes a comprehensive deployment for promoting the modernization of China’s market supervision from the aspects of overall requirements, key tasks and safeguard measures. One of the highlights of the plan is to improve the anti-monopoly and anti unfair competition rules, thoroughly implement the opinions on strengthening anti-monopoly and deeply promoting the implementation of fair competition policy, and improve the basic system of competition regulation.
More than 100 billion incremental funds “on the road” public and private placement aim at the opportunity to fall out
Since the beginning of 2022, the volatility of A-share market has intensified, and the opportunity of falling out is attracting incremental funds. Data show that as of January 27, the issuance scale of public funds has exceeded 100 billion yuan this year, and there have also been some highlights in 10 billion private placement. In addition, the survey data show that near the Spring Festival holiday, more than 70% of private placement believe that the market adjustment brings good opportunities for layout and choose to hold shares for the holiday.
The decline of subsidies is superimposed on the rise of raw material prices, and new energy vehicles set off a wave of price rise
On the eve of the Spring Festival in the year of the tiger, the price of new energy vehicles rose. Affected by multiple factors such as the decline of subsidies and the rise of raw material prices, including mainstream new energy vehicle enterprises such as Great Wall Motor Company Limited(601633) , Tesla and Byd Company Limited(002594) , have successively disclosed price increases ranging from 1000 yuan to 20000 yuan. Industry experts believe that the Shanxi Guoxin Energy Corporation Limited(600617) car is no longer a buyer’s market and has entered a new stage of rapid popularization and development. Therefore, there is still the possibility of price increase in the short term.
securities times
Fund companies’ huge capital intensive “self purchase” sends a positive signal
Recently, the market has experienced continuous adjustment. As an important “ballast stone” in the market, public funds once again send a positive signal. A number of fund companies, including huitianfu, e fund, Huaxia, Guangfa, Fuguo, Nanfang, ICBC Credit Suisse, harvest, etc., have purchased their own funds, ranging from 50 million yuan to 200 million yuan, and all promised to hold them for at least one year.
Promoting the virtuous circle of real estate has become the general direction of local policies
The reporter noted that this year, while adhering to the principle of “housing without speculation”, all localities pay attention to “promoting the virtuous cycle and healthy development of the real estate industry” in the direction of policy implementation. The supply and security of people’s livelihood housing has become the key goal of all localities, and the long-term rental housing market has received more attention. Looking forward to 2022, many experts believe that all localities will promote a virtuous circle in all fields of the real estate industry by activating and meeting the reasonable housing needs of home buyers, such as giving more relaxed support to the land purchase and house purchase market.
Nearly 4 trillion! Private asset management channel products have shrunk significantly
According to the data, by the end of December 2021, the survival scale of private asset management of securities and futures operating institutions had declined again, with a decrease of 851.8 billion yuan to 15.98 trillion yuan compared with the end of last month, a month on month decrease of 5.06%. The scale of channel products also decreased by 3.88 trillion yuan compared with the same period of the previous year.
The performance of the company increased in advance, accounting for nearly 80% of the total. The new energy industry chain continued to exceed expectations
The annual reports of Shanghai and Shenzhen stock markets are coming to an end. Under more than 1500 announcements, companies with excellent and poor performance have been unveiled one after another, and the industrial prosperity is at a glance. In 2021, the new energy track is worthy of the name of the strongest track in terms of performance. The upstream chemical industry, nonferrous metals and other sectors of new energy continued to have a high momentum, and the performance doubled and stocks appeared frequently. In addition, recently, companies have successively disclosed that large impairment was accrued at the end of last year, raising the performance alarm, but on the whole, the performance growth is still the mainstream.
Securities Daily
It is almost certain that the US Federal Reserve will raise interest rates in March. The tone of China’s monetary policy adheres to “give priority to me and keep stability at the forefront”
On January 27, Beijing time, the Federal Open Market Committee (FOMC) of the Federal Reserve announced the statement of the interest rate meeting in January, announcing that the benchmark interest rate would remain unchanged in the range of 0% to 0.25%. The market expects the fed to raise interest rates in March. According to the experts interviewed by the reporter, although the expectation of US dollar interest rate hike is enhanced, foreign capital did not flow out of China significantly, but insisted on the trend of increasing holdings.
At the end of last year, the balance of insurance capital utilization reached 23.2 trillion yuan, and the allocation of major categories of assets showed three major changes
According to the latest data disclosed by the CBRC on January 25, the balance of insurance capital utilization reached 23.2 trillion yuan at the end of 2021, an increase of 7% over the end of 2020. According to the reporter, in 2021, the asset allocation pattern of major categories of insurance capital showed three major changes: first, the proportion of bonds reached a new high in recent eight years since 2014; Second, the total proportion of stocks and securities investment funds representing equity assets hit a new low in recent three years since 2019; Third, the proportion of bank deposits reached a new low in nearly nine years since 2013.
The “banking meta universe” in the hearts of the eight experts: “banking + meta universe” is no time to wait, “meta finance” is about to change the industry
The “meta universe” born in 1992 is setting off a wave all over the world.
Commercial banks with keen sense of smell also began to focus on this field. Among them, virtual digital people and other segments of the track is to get a new look at the banking industry. However, at present, the meta universe is still in its early stage, and commercial banks still have a long way to go if they want to play the “meta universe”.
Since the beginning of the year, only 4 of the more than 3000 funds have made positive returns, with returns exceeding 10%
Since the beginning of the year, the performance of the A-share market has been poor, resulting in the decline of the fund’s earning ability. According to the latest statistics, as of January 27, although 3066 public funds have achieved positive returns since the beginning of the year, the overall return is not high, and the characteristics of the top ranking of commodity theme funds are obvious.
people’s daily
The scale of China’s investment attraction has reached a new high, and foreign enterprises are optimistic about China’s economic development prospects
The Information Office of the State Council recently held a press conference to introduce the operation of the national economy in 2021. In US dollar terms, China’s import and export volume of goods trade in 2021 was US $6.05 trillion, accounting for a continued increase in the world market share. The actual use of foreign capital was 1149.4 billion yuan, a year-on-year increase of 14.9%, and the scale of attracting foreign capital hit a new record. Representatives of foreign enterprises said that China continued to expand opening-up and improve the business environment, so that they have more confidence in China’s economic development prospects, and are willing to continue to cultivate the Chinese market and share development opportunities.
first finance
Affordable rental housing will meet explosive growth. 19 provinces have disclosed their annual plans
With the conclusion of the local two sessions, 30 provinces have successively released the 2022 government work report (some of which are not published in full). Among them, affordable rental housing is becoming an important starting point for stable growth and ensuring people’s livelihood. At least 21 provinces have proposed to vigorously develop affordable rental housing and expand the supply of affordable rental housing this year. According to incomplete statistics, as of January 27, 19 provinces in China have disclosed the annual preparation plan for affordable rental housing.
The annual work conference of central enterprises was held intensively, focusing on four key words
Recently, several central enterprises have held annual working meetings one after another to clarify the key tasks of reform and development in 2022. The reporter found that all-out steady growth, the end of three-year action of state-owned enterprise reform, scientific and technological innovation and green and low-carbon transformation have become four key words.
economic reference daily
The local two sessions listed the layout of new energy and accelerated the expansion
The reporter noted that at the recent intensive local two sessions, “double carbon” and green low-carbon development have become one of the highlights of the work of many places in 2022. According to the target list listed in the government work report, the layout of new energy will accelerate the expansion. Wind power generation, new energy vehicles, energy storage hydrogen energy, UHV and charging piles have become popular tracks, ushering in huge market space and high growth of relevant industrial chains.
Continue to stimulate the vitality of market players, and a number of precise support policies will be issued
The reporter learned from the press conference of the State Council Information Office on January 27 that at present, the main body of the national market has exceeded 150 million, including 100 million individual industrial and commercial households. In the next step, we will support the development of market players with greater efforts, constantly stimulate the vitality of market players, and provide solid support for steady growth and employment. Among them, a number of policies to accurately support the development of individual industrial and commercial households have been studied and issued from the aspects of Finance and taxation, finance, social security and employment.
