February 9th (Wednesday), the main contents of today’s headlines are:
China Securities Journal
China’s asset advantages are fully displayed, and the global capital allocation is firm
The Fed’s interest rate hike may trigger a reversal of global capital flows, which is one of the focus topics concerned by investors. However, according to the report released by Goldman Sachs trader Scott Rubner and the data of capital flow monitoring agency EPFR, global funds still flow into emerging market stock markets, and Chinese assets are favored.
The CBRC of the central bank made it clear that indemnificatory rental housing loans are not included in the concentration management
According to the news from the people’s Bank of China on February 8, the people’s Bank of China and the China Banking and Insurance Regulatory Commission issued the notice on excluding the loans related to indemnificatory rental housing from the concentration management of real estate loans, which made it clear that the loans related to indemnificatory rental housing projects were not included in the concentration management of real estate loans, and encouraged banking financial institutions to follow the principles of compliance according to law, controllable risk and commercial sustainability, Increase support for the development of affordable rental housing.
Multiple positive factors converged, and A-Shares staged a “V” reversal
A shares staged a “V” reversal on the second trading day of the year of the tiger, and the Shanghai stock index recovered from the 3400 point mark. Institutional sources said that China’s economic fundamentals are stable and improving, fund issuance is picking up, the valuation of popular track stocks is returning to reasonable, and the release of overseas risks is coming to an end. The four positive factors are converging. We should be optimistic about the future market of A-Shares and look for opportunities in the shock.
Since this year, the passing rate of IPO has increased slightly, and the fund-raising amount has increased by nearly 230%
The data show that up to now, 33 of the 36 IPO projects submitted for approval since 2022 have successfully passed the meeting, the passing rate has increased slightly compared with the same period last year, and the total fund-raising has increased by nearly 230%. Meanwhile, in the case of a sharp decline in the number of projects submitted for approval, the number of IPO companies terminated in January remained the same as that in the same period last year. Insiders believe that with the expected warming of the implementation of the comprehensive registration system, the IPO scale will be further expanded, and the investment banking revenue of securities companies is expected to increase significantly in 2022.
Shanghai Securities News
The central bank and other four departments issued the “14th five year plan” for the development of financial standardization, helped improve the financial market system and further promoted the construction of securities and futures standards
The reporter of Shanghai Securities News learned yesterday that the people’s Bank of China, the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission recently issued the “14th five year plan” for the development of financial standardization (hereinafter referred to as the “plan”) to implement the spirit of the 14th five year plan for national economic and social development of the people’s Republic of China and the outline of long-term objectives for 2035 and the outline of national standardization development, Comprehensively promote the development of financial standardization during the 14th Five Year Plan period. According to the plan, by 2025, the standard system suitable for the construction of modern financial system will be basically completed.
Boost consumption, expand investment, expand domestic demand and strengthen the basic economic sector
Under the background that the external environment is becoming more complex and severe, and China’s development is facing the triple pressure of shrinking demand, supply shock and weakening expectation, recently, the national development and Reform Commission, the Ministry of Commerce and other departments have decisively implemented policies and defined the road map for a new round of domestic demand expansion. Beijing, Shanghai, Liaoning and other places have also accelerated policy deployment.
You should go back! Delisting supervision has made great efforts to sink the problem, and the company has accelerated the “liquidation”
With the normalization of the delisting mechanism of “export side”, the speculative arbitrage of St sector is declining day by day. Concern is that this year will produce the first delisting companies under the new delisting regulations, and the number of “leaving” companies may be higher than in the past.
Or expand production or supplement the flow of A-share fixed growth market, the beginning of the year is warm
Out of the trough in 2018 and 2019, after the recovery in 2020 and 2021, the constant growth market in 2022 is warm and ushered in a “good start”. Data show that as of February 8, 37 A-share listed companies have successively issued fixed growth plans (including supporting financing) this year, and it is expected to raise more than 53 billion yuan.
securities times
The 14th five year plan for the development of financial standardization was released to study the construction of capital market data standard system
Recently, the people’s Bank of China, together with the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission, jointly issued the 14th five year plan for the development of financial standardization (hereinafter referred to as the plan). The plan defines the guiding ideology, basic principles, main objectives, key tasks and safeguard measures for comprehensively promoting the development of financial standardization during the 14th Five Year Plan period.
Affordable rental housing will become a new growth pole of the real estate market
On February 8, the people’s Bank of China and the China Banking and Insurance Regulatory Commission jointly issued a document to clarify that the loans related to indemnificatory rental housing are not included in the concentration management of real estate loans. The implementation of the new regulations has a positive effect on reducing the debt investment pressure of real estate enterprises and dispelling many concerns about the issuance of housing related loans by banks. At the same time, this adjustment continues the operation idea of implementing fine-tuning to correct the pessimistic expectations of the market under the main tone of “no speculation in real estate housing” since the third quarter of last year.
27 cities including Inner Mongolia Eerduosi Resources Co.Ltd(600295) were approved to set up cross-border e-commerce comprehensive test areas
Another stable foreign trade policy will be implemented in 2022. On February 8, the State Council issued the reply on Approving the establishment of cross-border e-commerce comprehensive pilot zones in 27 cities and regions including Inner Mongolia Eerduosi Resources Co.Ltd(600295) and agreed to establish cross-border e-commerce comprehensive pilot zones in 27 cities and regions including Inner Mongolia Eerduosi Resources Co.Ltd(600295) . Experts interviewed by the Securities Times said that with the rapid development of the digital economy, the cross-border e-commerce comprehensive test zone needs to carry out more innovation according to local conditions. At the same time, it is suggested to further sort out the successful experience of the cross-border e-commerce comprehensive pilot zone, fix the system and mechanism to promote the development of cross-border e-commerce in the form of law, clarify the expectations of market subjects and boost confidence.
In January, the balance of the two financial institutions shrank by nearly 120 billion, and the financing customers settled after “falling”?
On the second trading day of the year of the tiger, the important A-share indexes showed differentiation, most of them turned down and fell significantly. Whenever the market fluctuates, the two financial risks will always attract market attention. From the financing and securities lending situation, due to the sharp rise of the market on February 7, the balance of the two financing ended nine consecutive declines in a single day, rising slightly by 4.8 billion yuan to 1.72 trillion yuan. Previously, leveraged funds showed a continuous outflow. According to the data of China stock market news choice, the balance of two financial institutions decreased by nearly 120 billion yuan in January, the largest single month in nearly six years.
Securities Daily
How can the “wind of Zhangbei” light up the “light of Beijing”? A number of energy enterprises help the Winter Olympics 100% “green power”
Beijing 2022 Winter Olympic Games are in full swing. According to official news, all 26 venues in the three competition areas of this winter Olympic Games use “green power”, which is the first time in the history of the Olympic Games to realize 100% green power supply for all venues.
Deploy more economic work in 2022, expand investment and make scientific and technological innovation a force point
Up to now, 30 provinces (cities and autonomous regions) other than Tianjin have successively held the local two sessions. From the deployment of economic work in 2022 in the work reports of local governments, we generally put “steady growth” in a prominent position. In the implementation path, we take steady growth, expanding effective investment and scientific and technological innovation as the key driving points. A series of specific measures are expected to accelerate the implementation.
What is the value of the “blind box” company of the four companies’ early taste of the SPAC listing model?
Since January 1 this year, spac (Special Purpose Acquisition company) has officially “settled” in the Hong Kong stock exchange, the enthusiasm of participating institutions has increased, and four companies have submitted forms in the past half month. The so-called “spac” is that the sponsor establishes the main body first, then raises funds in the form of IPO, and carries out M & A and integration of unlisted entity enterprises with raised funds, so as to achieve the purpose of the merged successor company to become a listed company.
“Snake swallowing elephant” absorbed 100 billion yuan of assets from the merger controlling shareholder Huaihe Energy (Group) Co.Ltd(600575) and the share price “advanced” the limit, suspected of insider information disclosure
A “snake swallowing elephant” asset restructuring in the coal power industry is imminent. On the evening of February 7, Huaihe Energy (Group) Co.Ltd(600575) announced that it planned to plan a major asset restructuring and suspended trading from February 8.
people’s daily
Last year, China invested about 2.79 trillion yuan in R & D and basic research, an increase of 15.6% over the previous year
According to the data released by the National Bureau of statistics a few days ago, according to the preliminary calculation results, China’s total social research and experimental development investment (hereinafter referred to as “R & D investment”) reached 2786.4 billion yuan in 2021, an increase of 14.2% over the previous year, and the growth rate was 4.0 percentage points faster than the previous year, continuing the double-digit growth trend since the 13th five year plan. At constant prices, R & D investment increased by 9.4%, higher than the expected target of an average annual growth of no less than 7% proposed in the 14th five year plan, and achieved a good start.
21st Century Business Herald
What is the logic behind Bing dwen dwen’s hot summer Olympic Games?
Bing dwen dwen is also popular because of the popularity of the Olympic mascot. The first trading day Bing dwen dwen, Cultural Investment Holdings Co.Ltd(600715) and Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , two authentic “ice pier pier concept” stock limit. Among them, the number of Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) orders once exceeded 370000, and the fund for sealing orders once exceeded 750 million yuan.
Indemnificatory rental housing loans are not included in the concentration of real estate loans, and statistical indicators are set separately
On February 8, the central bank and the China Banking and Insurance Regulatory Commission jointly issued the notice on the exclusion of affordable rental housing related loans from the management of real estate loan concentration (hereinafter referred to as the notice), which is called to implement the decision and deployment to accelerate the development of affordable rental housing and strengthen the support of relevant financial policies, Clarify that the loans related to affordable rental housing projects are not included in the concentration management of real estate loans, and encourage banking financial institutions to increase their support for the development of affordable rental housing in accordance with the principles of legal compliance, controllable risk and commercial sustainability.
first finance
Local governments vigorously promote a good start in the year of the tiger: heavy rewards and factor guarantee
In order to achieve a “good start” in the first quarter and steady growth throughout the year, various localities have recently introduced a number of policies and measures. After the Spring Festival, all localities have stepped up efforts to promote the resumption of work, promote the progress of project construction, and strive to form more physical workload.
What did foreign investors buy in a shares
According to choice data, in the past 20 days, the sectors with the largest market value of northward capital holdings were: banks, non bank finance, power supply equipment, financial / non-metallic new materials, etc; According to datayes, the companies that northbound capital has increased the most since the beginning of the year are: China Merchants Bank Co.Ltd(600036) , Nari Technology Co.Ltd(600406) , Ping An Insurance (Group) Company Of China Ltd(601318) , Yunnan Energy New Material Co.Ltd(002812) , Sungrow Power Supply Co.Ltd(300274) , Industrial Bank Co.Ltd(601166) , China Yangtze Power Co.Ltd(600900) . A number of institutional sources told reporters that foreign investment is obviously in the new energy sector with high prosperity but deep withdrawal since the fourth quarter of last year, in addition to the traditional financial stocks with high safety margin.
economic reference daily
Stabilize foreign trade and expand cross-border e-commerce comprehensive test areas to 132
On February 8, the reply of the State Council on Approving the establishment of cross-border e-commerce comprehensive pilot zones in 27 cities and regions including Inner Mongolia Eerduosi Resources Co.Ltd(600295) (hereinafter referred to as the “reply”) was released, agreeing to establish cross-border e-commerce comprehensive pilot zones in 27 cities and regions including Inner Mongolia Eerduosi Resources Co.Ltd(600295) , Yangzhou and Zhenjiang. The analysis points out that after this expansion, China’s cross-border e-commerce comprehensive pilot zones have reached 132, which will provide strong support for the development of cross-border e-commerce, a new form of foreign trade.
The three-year action sprint ended, and the securitization of state-owned assets accelerated again
2022 is the final year of the three-year action of decisive battle and victory in the reform of state-owned enterprises. Many central enterprises and local state-owned enterprises regard improving the asset securitization rate as an important work of the reform of state-owned enterprises, and clearly put forward objectives and measures. Insiders believe that with the promotion of various reforms, as an important means of optimizing the layout and adjusting the structure of state-owned enterprises, the securitization of state-owned assets will usher in more favorable conditions this year, and the listing of strategic emerging industry enterprises and “specialized and special new” enterprises will be strongly supported.
