Dear friends, have you noticed that the past January is not easy!
the policy was released intensively in January, far better than in previous years.
According to the reporter’s rough statistics, in just one month, the national development and Reform Commission held seven press conferences and issued at least 13 policies. Many policies directly benefit the A-share new and old infrastructure, new energy vehicles, tourism and other related industries.
7 press conferences
13 policies are intensively released
“Strengthen overall policy coordination and form a joint force for steady growth”, “speed up the introduction of a series of policies and measures to implement the strategy of expanding domestic demand”, “timely study and put forward targeted measures to revitalize industrial operation”… On January 18, the national development and Reform Commission held the first press conference of this year and sent many policy signals.
The reporter found that since this year, the development and Reform Commission has held many press conferences and issued a number of policies one after another.
on January 16 , the development and Reform Commission published an article on “vigorously promoting the healthy development of China’s digital economy”, and put forward an important path of “constantly strengthening, optimizing and expanding China’s digital economy”.
on January 17 , the development and Reform Commission issued the notice on doing a good job in promoting consumption in the near future, and issued 10 measures to seize the opportunity of the consumption peak season of traditional festivals such as the Spring Festival and the Lantern Festival, and strive to realize the “open door stability” of the economy throughout the year.
on January 18 , the development and Reform Commission issued several opinions on promoting the standardized, healthy and sustainable development of platform economy to adapt to the law of platform economic development, establish and improve rules and systems, and optimize the environment for platform economic development.
on January 21 , seven departments including the development and Reform Commission and the Ministry of Commerce officially issued the implementation plan for promoting green consumption, proposing to gradually eliminate the purchase restrictions of new energy vehicles in various regions.
on January 26 , a heavy policy related to Shenzhen – the opinions on several special measures for relaxing market access in building a leading demonstration area of socialism with Chinese characteristics in Shenzhen was issued, and 24 special measures for market access were launched around science and technology, finance, medical treatment, education, culture, transportation and other fields.
On January 28 {23456} , the guiding opinions on accelerating the construction of a national unified power market system, a programmatic policy document to guide the construction of the power market in the next decade, was issued, which put forward the goal of fully integrating new energy and energy storage into the unified power market.
on January 29 , the development and Reform Commission, the Ministry of culture and tourism and the State Administration of cultural relics jointly issued the relevant plan for promoting the high-quality development of red tourism in the old revolutionary base areas to support the revitalization and development of the old revolutionary base areas, focus on making good use of all kinds of red resources and actively develop red tourism in the old revolutionary base areas during the 14th Five Year Plan period.
trillion yuan investment in major projects
In addition to the policy “red envelope”, there are trillions of “real gold and silver” smashed down. According to the reporter’s incomplete statistics, recently, Shanghai, Zhejiang, Anhui, Hebei and other places have started thousands of major projects, with a total investment of more than 4 trillion yuan. Moreover, the investment growth targets set in many places are higher than the GDP target. Henan, Anhui, Guangxi and Liaoning plan to increase investment growth by 10% this year.
For the national investment situation in the first quarter of this year, market analysts are generally optimistic, and even predict that the year-on-year growth rate of investment may “touch high” to double digits.
In terms of investment areas, infrastructure construction, especially new infrastructure projects, has become an important driving point. For example, among the 900 billion yuan of annual planned investment in Guangdong in 2022, the annual planned investment in infrastructure engineering is 499.3 billion yuan, accounting for 55.5%.
it is also reported that the development and Reform Commission and other departments have recently approved the construction of national hub nodes of the national integrated computing network in some provinces. At the same time, they are cooperating with relevant departments to deeply demonstrate the construction schemes of four nodes, including Beijing Tianjin Hebei, Yangtze River Delta, Guangdong Hong Kong Macao Bay area and Chengdu Chongqing. These are the major projects of the new infrastructure.
Consumption is also a hot spot, especially in the catering and tourism sector. The increase in the last trading day before the festival was the highest, and several stocks such as Xi’An Catering Co.Ltd(000721) , Guilin Tourism Corporation Limited(000978) , Anhui Jiuhuashan Tourism Development Co.Ltd(603199) rose by the limit.
Before the holiday, the A-share market was significantly adjusted, but many old investors were not worried about it at all. Some old investors believe that the periodic bottom appears, and the opportunity of the year of the tiger comes.
