February 7th (Monday), the main contents of today's headlines are:
China Securities Journal
Policy warm wind dispels doubts, and A-Shares deserve good expectations
During the Spring Festival holiday, major overseas stock markets generally performed well. The major indexes of US stocks rose by more than 1%, and the Hang Seng Index of Hong Kong stocks rose by more than 3%; In terms of policy, the national development and Reform Commission, the central bank and other ministries and commissions have repeatedly released warmth and stepped up efforts to stabilize growth.
Three highlights highlight the "tiger power" of Spring Festival consumption
The Spring Festival consumer market is "powerful". According to the data of the online connection clearing platform, the online connection platform handled 6.236 billion inter agency online payment transactions five days before the Spring Festival holiday, with an amount of 4.2 trillion yuan, a year-on-year increase of 5.30% and 11.58%. Experts said that the ice and snow economy is booming, online consumption of new year goods is emerging, and consumption of consumption vouchers is in the ascendant, which have become the three highlights of consumption during the Spring Festival this year, and the potential of the consumer market has been further released.
In 2022, the stable operation of prices will have a solid foundation, and the increase of PPI is expected to fall
During the Spring Festival, the national development and Reform Commission released several articles on prices, employment, the construction of circulation system and overseas investment. In terms of prices, Liu Zhicheng, a researcher at the Institute of market and price research of the Macroeconomic Research Institute of the national development and Reform Commission, said that through comprehensive research and judgment, there is a solid foundation for the stable operation of China's prices in 2022. It is expected that the CPI will continue to rise moderately, the increase of PPI may gradually decline, and the price trend of upstream and downstream will become more coordinated.
New energy vehicles have become a new favorite of rural consumption
"When I went back to my hometown for the new year last year, people in the village saw that it was rare for me to drive new energy vehicles. Many people rushed to try them. This Spring Festival, the village suddenly had five or six new energy vehicles." Li Ping, whose hometown is Anping Town, Chenzhou City, Hunan Province, told the China Securities Journal that buying new energy vehicles has become a new trend of rural consumption. The broad rural market is an important focus of policies to promote the development of new energy automobile industry, and has become a "new battlefield" opened up by major automobile enterprises.
Shanghai Securities News
Institutional foresight tiger a: warm and confident
"A good start", "double bottom resonance" and "counterattack start"... To welcome the opening of the year of the tiger, the strategic outlook of mainstream securities research institutions is very warm, and public offering, private placement and other buyer institutions have also expressed their optimism about the structural opportunities of the market this year.
Monetary policy should be carried forward to protect the market capital. After the Spring Festival, the liquidity is reasonable and abundant
After the Spring Festival holiday, the capital market will usher in a capital environment with reasonable and abundant liquidity. Analysts believe that although the reverse repo funds of the people's Bank of China will be recovered naturally after the Spring Festival, a large amount of cash withdrawal will greatly increase the total liquidity of the banking system, and the maturity of treasury bonds in the first week after the festival will be large, which will also increase some liquidity. Therefore, on the whole, the liquidity supply is relatively large, and the market capital is more relaxed than before the festival, which is also a common situation after the Spring Festival over the years.
During the Spring Festival, overseas markets are not afraid of "Strong Eagle", and most global stock markets perform strongly
The sharp fluctuations in US equity and heavy technology stocks, the "high fever" of overseas inflation, the "Strong Eagle" signal of the British and European Central Bank, and the international oil price hit a new high in more than seven years... These changes in key areas constitute the focus of overseas capital markets during China's Spring Festival holiday.
Haofeng sent me to more than 50 A-share companies in Qingyun to participate in the Winter Olympics
According to the information statistics disclosed by the official channels of listed companies, the reporter found that at present, more than 50 A-share companies have participated in various support services for the Winter Olympic Games, mainly involving the core links such as venue construction, supporting transportation facilities, sponsorship and supply services, technical support and franchised product sales.
securities times
The prediction data of A-share market in the year of the tiger is released, and institutions expect to rebound
The performance of A-share market was relatively flat in January 2022. The year of the tiger stock market officially started today. Will the market usher in the market of tiger vitality? What do institutions think of the future trend?
Shenzhen: Xinfang does not close during the Spring Festival, and the door of intermediary stores is closed
In the past, the Lunar New Year holiday has always been a relatively cold time in Shenzhen's property market, but due to the epidemic, more people choose to stay in Shenzhen for the new year this year. In addition to shopping consumption, new houses also come to join the fun, and some different new phenomena have appeared in Shenzhen property market. Behind this, it also reflects some "helplessness" of real estate enterprises.
Steady growth and effective economic growth in the year of the tiger
Under the strategic determination that macroeconomic fundamentals continue to improve and market liquidity is expected to remain abundant, the stable and healthy economic development of renyin tiger year can be expected. The effectiveness of the steady growth policy and the good capital environment also show that the long-term good trend of the capital market will not change. On the whole, there are still many favorable factors and conditions supporting China's development in the year of the tiger. The new situation of opening the market in the year of the tiger is worth looking forward to, and the new picture of steady and good economic development is accelerating.
There was a positive signal outside, and A-Shares opened the door to welcome the warm wind in the year of the tiger
At the beginning of 2022, the world's major stock indexes fell into a downturn. However, during the Spring Festival of the year of the tiger in the Chinese lunar calendar, the performance of the peripheral capital market is relatively excellent. The total market value of US stocks rose nearly $1.6 trillion, the Hang Seng Index in Hong Kong rose more than 4% in 1.5 trading days, and the A50 Index also rebounded 1.33% last week. So, will the A-share market have a good start on the first trading day of the year of the tiger?
Securities Daily
Three wishes of the stock market in the year of the tiger
On February 7, China's stock market ushered in the first trading day of the year of the tiger. We all hope to draw energy from the traditional "tiger culture" to make China's stock market more powerful, powerful, vigorous and vigorous, release the wealth effect and become more attractive and influential.
The relaxation of housing provident fund loans in many places accelerated the progress of Bank approval and lending
The change of provident fund loan policy in many places has aroused the attention of the market. Recently, Fuzhou adjusted the housing provident fund policy, and the loan conditions for the second application for the use of housing provident fund will be relaxed. The loan policy will be adjusted from February 1 this year. According to incomplete statistics by the reporter of Securities Daily, the housing provident fund loan policy in many cities was significantly relaxed during the year, and the housing loan lending cycle was also shortened.
The eight chief executives look forward to the continuation of the structural slow bull in the A-share market in the year of the tiger
In an interview with the Securities Daily, Deng Lijun, chief strategic analyst, said that if the performance of the whole year is concerned, the structural slow bull market of A-Shares in 2022 will continue, or there may be two upward trend opportunities.
Spring Festival movie watchers hit a five-year low for the second time. Is the high ticket price a "stumbling block"?
Statistics show that this year's Spring Festival (January 31 to February 6) cinemas still reap a lot, with a total box office revenue of 6 billion yuan (including service fees, the same below), ranking second in film history. However, it should be emphasized that the high box office is brought about by high ticket prices. During the Spring Festival this year, the average ticket price was 52.8 yuan / piece, up 8% year-on-year, up 18% compared with 2019 before the outbreak.
people's daily
Improving the efficiency of fiscal policy, benefiting enterprises and the people
Financial policy is an important means of macro-control.
The central economic work conference proposed that "active fiscal policies should improve efficiency and pay more attention to accuracy and sustainability" in 2022.
first finance
The capital level is more relaxed than before the festival, and the year of the tiger of A-Shares is expected to start well
When the "Strong Eagle" of the US Federal Reserve strikes, the Central Bank of China "focuses on me" and is flexible and appropriate to maintain the stable operation of the financial market and stabilize the overall economic market.
The forecast of the annual report is "a few happy and a few sad": the pre happy rate is nearly 60%, and the three sectors have become the hardest hit areas
The first trading day of the year of the tiger is about to "open", and more than half of the listed companies have also handed over their "transcripts" of last year. According to the data, as of the latest closing date, 2565 of the 4644 A-share listed companies have issued performance forecasts for 2021, with a performance pre increase rate of nearly 60%.
economic reference daily
The new momentum of rapid growth and reform have promoted structural changes in the market, highlighting the medium and long-term investment value of a shares
The week before the Spring Festival in the year of the tiger, the A-share market experienced a significant adjustment in the short term. Industry insiders interviewed by the reporter of the economic information daily generally believe that in the medium and long term, with the transformation and upgrading of China's economy, high-quality development and the continuous deepening of the comprehensive reform of the capital market, A-Shares have a long-term upward driving force, and their investment value will continue to show.
Strive for a "good start" major project, and "don't close" during the Spring Festival
"Accelerate the promotion of 102 major engineering projects in the 14th five year plan", "moderately advance infrastructure investment, and strive to form more physical workload in the first quarter" and "boost manufacturing investment"... Around the strong "good start" goal in the first quarter, multiple departments and localities launched a package of "hard core" measures, and major engineering projects became stable investment An important starting point for steady growth.
