February 10th (Thursday), the main contents of today’s headlines are:
China Securities Journal
Global high inflation is expected to rise, and China’s prices are expected to remain stable
The latest data show that the inflation indicators of major economies such as the United States and Europe rose more than expected, which raised investors’ concerns about the increased import inflation pressure faced by China and the spillover impact of the more than expected tightening policies in Europe and the United States. Experts believe that the impact of rising global inflation on China’s prices is generally limited. The increase of CPI in the whole year is expected to remain moderate, the increase of PPI will gradually decline, China’s economic recovery is more uncertain, and there is sufficient policy space to deal with external risks.
The guiding opinions on accelerating the construction of urban environmental infrastructure were issued
The general office of the State Council recently forwarded the guiding opinions on accelerating the construction of urban environmental infrastructure issued by the national development and Reform Commission, the Ministry of ecological environment, the Ministry of housing and urban rural development and the National Health Commission. The opinions pointed out that on the premise of not adding implicit debts of local governments, we should support qualified enterprises to raise funds for project construction by issuing corporate bonds and asset-backed securities, and encourage qualified projects to steadily carry out the pilot of real estate investment trusts (REITs) in the field of infrastructure.
Real gold and silver repurchases increase holdings of listed companies with high enthusiasm
Since 2022, listed companies have intensively issued announcements on the progress of company repurchase and increase of holdings by important shareholders. After a number of listed companies released relevant plans, they took out “real gold and silver” for implementation in a very short time, many of which spent more than 100 million yuan, which significantly boosted investor confidence.
China Mobile’s A-share performance is eye-catching, and the warm wind of core assets is blowing
In February 9th, China Mobile A shares were closed down, and market sentiment was boosted. The main funds were obviously flowing into A shares core assets of investors, such as technology and baijiu. Analysts believe that affected by overseas disturbance factors, funds tend to flow into safe haven assets, and listed companies with excellent and stable performance, low valuation and high dividend rate have a “margin of safety”.
Shanghai Securities News
People’s Bank of China: it will not affect residents’ normal cash deposit and withdrawal business
Since the measures for the administration of customer due diligence and the preservation of customer identity data and transaction records of financial institutions (hereinafter referred to as “Order No. 1”), which will be implemented on March 1, has been issued before the Spring Festival, because Article 10 mentioned that “it is necessary to register the source of funds for personal cash deposit and withdrawal exceeding 50000 yuan”, which is closely related to everyone and continues to attract attention. The person in charge of relevant departments and bureaus of the people’s Bank of China interpreted Article 10 of order No. 1 on February 9. The official said that the relevant provisions on personal cash deposit and withdrawal will not affect the normal cash deposit and withdrawal business of residents, and the convenience of residents’ cash deposit and withdrawal will not be affected.
A series of leading indicators release warmth, and the economic trend in the first quarter is expected to exceed expectations
The PMI of manufacturing industry continues to expand, the relevant indexes of logistics industry remain prosperous, and the power consumption in many places rises during the Spring Festival… As soon as the year of the tiger begins, a series of leading indicators release the “warmth” of China’s economy.
The national development and Reform Commission once again stabilized the coal price and reduced the price of some coal mines in the main producing areas by 100 yuan per ton
In view of the continuous rise in coal prices after the Spring Festival, on the afternoon of February 9, the national development and Reform Commission convened the competent energy departments in Shanxi, Shaanxi and Mongolia and relevant enterprises to hold a special meeting on stabilizing coal prices to interview some enterprises with falsely high prices.
Port data all the way to good new energy vehicles as an export “dark horse”
During the Spring Festival of the year of the tiger, the cold wave transits and the temperature drops suddenly. Guangdong ushers in the coldest Spring Festival holiday in 10 years, but the ports in Guangdong, Hong Kong and Macao Bay area are hotter than in previous years. The reporter of Shanghai Securities News saw in the interview at the ports and docks in Shenzhen and Guangzhou that there are many shore bridges in major port areas, the container loading and unloading are in order, and the traffic between vehicles and ships is busy.
securities times
Four departments promote urban environmental infrastructure construction and help stabilize investment
Recently, the general office of the State Council forwarded the guiding opinions on accelerating the construction of urban environmental infrastructure (hereinafter referred to as the Guiding Opinions) issued by the national development and Reform Commission and other four departments, and deployed to accelerate the construction of urban environmental infrastructure, help stabilize investment and deepen the battle of pollution prevention and control. The guidance proposes to encourage large environmental protection groups and environmental pollution control enterprises with professional capabilities to form consortia to provide comprehensive environmental treatment and custody services for the treatment and disposal of regional sewage, garbage, solid waste, hazardous waste and medical waste.
More than 80% of blue chip stocks rose after the festival, and the Shanghai stock index opened in the morning
After the opening of the Spring Festival, more than 80% of the stocks rose, and the Shanghai stock index rose for three consecutive days. During this period, although the market once had a sharp shock, the overall performance was commendable. Blue chips replaced track stocks, with a strong trend. Some experts believe that the period from the Spring Festival to the two sessions may be a rebound window period.
The Energy Bureau of the national development and Reform Commission deployed the work of ensuring the supply and price of coal
On February 9, the national development and Reform Commission and the National Energy Administration jointly held a meeting to arrange and deploy to continue to stabilize the coal market price, and interviewed and reminded some enterprises with falsely high coal prices found in the monitoring, requiring them to speed up the verification and rectification.
The construction of major projects in many places enters the site quickly, and the capital construction forces “wait for the flowers to bloom”
Infrastructure investment is an important starting point for “steady growth” in 2022. According to incomplete statistics by the reporter of the securities times, since February 7, Hubei Province, Fujian Province, Shaanxi Province and other places have successively held centralized commencement ceremonies of provincial key construction projects, many of which are infrastructure construction projects. Focus on strengthening investment in traditional infrastructure and new infrastructure, and local project construction is running.
Securities Daily
Foreign trade enterprises at 1500 points on BDI station need to take more measures to reduce costs
The Baltic dry bulk index (BDI) has recently returned to strength. Market data show that on February 8, BDI rose 81 points (5.7%) to 1503 points, the highest level since January 20 (1474 points).
To crack down on “unlicensed driving” in finance, more efforts must be made
Cracking down on “unlicensed driving” in financial business is still one of the important contents of financial supervision this year. Recently, sun Tianqi, director of the financial stability bureau of the people’s Bank of China, wrote that finance, as a franchise industry, must be licensed. Financial products are “monopoly goods”, which can not be sold by any institution, sold to anyone who wants to sell, or bought by anyone who wants to buy. “Big V” must be licensed to sell financial products through social media, otherwise it is an illegal financial activity.
After China Mobile “took off its shoes”, the stock price rose by the limit, and the three operators started the return journey of valuation
Benefiting from the double growth of traditional business and innovative business, and the positive impact of the Winter Olympic Games on the telecommunications industry, the three major operators with long depressed stock prices are ushering in the return of valuation.
Black series fluctuates sharply, and the national development and Reform Commission has spoken three times in two days. Experts: commodities will show a differentiation pattern this year
On February 9, the national development and Reform Commission and the National Energy Administration jointly held a meeting to arrange and deploy to continuously stabilize the coal market price, interview and remind some enterprises with falsely high coal prices found in the monitoring, and require to speed up the verification and rectification.
people’s daily
The State Council Office forwarded the guidance of the national development and Reform Commission and other departments to accelerate the construction of urban environmental infrastructure
Recently, the general office of the State Council forwarded the guiding opinions on accelerating the construction of urban environmental infrastructure (hereinafter referred to as the Guiding Opinions) issued by the national development and Reform Commission and other departments, and deployed to accelerate the construction of urban environmental infrastructure, help stabilize investment and deepen the battle of pollution prevention and control.
21st Century Business Herald
Soaring aluminum prices
While global investment institutions focused on when the oil price reached the integer mark of $100 / barrel, London futures aluminum quietly set off a sharp rise. As of 19:30 on February 9, the quotation of the main contract of London phase II aluminum hovered at 3205.8 US dollars / ton, which once hit the highest value of 3236 US dollars / ton since 2008 overnight.
Photovoltaic veterans enter again: the new adventure of the “losers”
“What are the key aspects of the company’s deployment in 2022?” In January this year, facing the research questions from securities companies, Wang boxing, chairman of Jiangsu Zhongli Group Co.Ltd(002309) (002309. SZ), gave an answer: focus on the main photovoltaic industry.
first finance
Personal cash deposit and withdrawal of more than 50000 should be registered. The latest response of the central bank is coming!
The news that personal cash deposit and withdrawal exceeds 50000 yuan and the source of funds needs to be registered has recently been posted on the microblog hot search. On February 9, the person in charge of relevant departments and bureaus of the people’s Bank of China said that the relevant provisions on personal cash deposit and withdrawal will not affect the normal cash deposit and withdrawal business of residents, and the convenience of residents’ cash deposit and withdrawal will not be affected.
“Standing high and falling heavy” or “killing more” A shares raised by the public can you copy your homework this year?
Looking back on the two most impressive sharp falls of A-Shares in 2021, they were the flash collapse caused by the collapse of Mao index and cyclical stocks after the Spring Festival and in September. According to the fourth quarter report data of 2021 disclosed by public funds, the positions on the gem were significantly reduced, the positions on the main board and the proportion of super large market allocation industry increased significantly, and the style of equity funds changed, resulting in a trend of switching from small market value to large market value. In the decline before and after the new year, many heavy positions and high price stocks raised by the public deduce the plot of “the higher you stand, the heavier you fall”. This makes the market worry: will the trend of “killing more” appear? Will the agreed spring market really come?
economic reference daily
Stable foreign investment benefits intensive release of foreign enterprises continue to be optimistic about China
At the beginning of the Spring Festival, many foreign-funded enterprises are increasing their business layout in China. At the same time, the signals of expanding the opening-up of the Chinese market are still being released. From ministries and commissions to local governments, they have intensively issued new measures to stabilize foreign investment, increased support for foreign-funded projects, and promoted the opening-up of more fields. This has also further strengthened the determination and confidence of foreign-funded enterprises in their development in China. Many foreign-funded enterprises said that they plan to further expand their investment in China in 2022, including the layout of key policy support areas such as the central and western regions.
It is worth looking forward to the in-depth promotion of capital market reform and the comprehensive registration system
The reform of the capital market is progressing steadily. Since the pilot reform of the registration system, outstanding achievements have been made in law and practice, and various supporting measures have been continuously improved. The industry believes that the reform of the main board registration system is put on the agenda, which also means that the comprehensive registration system is coming, and China’s capital market reform is advancing in depth.
