February 11th (Friday), the main contents of today's headlines are:
China Securities Journal
Institutional personage: market risk appetite is expected to improve
The January financial data released on the 10th gave the market a shot in the arm. Institutional people generally believe that the better than expected performance of financial data in January is expected to alleviate the market's concerns about the prospect of economic recovery in the first quarter, or improve the risk appetite of the stock market and give birth to the equity market.
Nearly 40% of the special bonds approved in advance have been issued
According to statistics, as of February 10, 541.6 billion yuan of new special bonds of local governments had been issued this year, accounting for 37% of the special bonds approved in advance. Experts predict that under the background of financial power, the first quarter will be the peak of new special bond issuance, which will provide sufficient financial support for infrastructure investment and help stabilize growth.
Car dealers do not touch buyers and do not recognize the second-hand market as a "blocking point" for the development of new energy vehicles
The reporter's research found that car dealers do not touch and consumers do not recognize, which makes the new energy second-hand car market deserted and lays hidden dangers for the long-term healthy development of the industry. The battery life determines the service cycle of the whole vehicle, which will cause a great waste of resources. Industry insiders called for promoting the remanufacturing of basic high-value parts of new energy vehicles and helping the development of circular economy.
New and old infrastructure double drive stable investment "tiger force" fully opened
From the deployment of major projects on the first day of the year of the tiger to the introduction of relevant policies such as accelerating the construction of urban environmental infrastructure and promoting the green and low-carbon transformation of energy; Since this year, more than 500 billion yuan of special bonds have been issued, and nearly 4 trillion yuan of new credit has been added in January... Stable investment is driving out of the acceleration of accelerating the connection between funds and projects and the coordinated development of new and old infrastructure, which will effectively hedge the downward pressure on the economy.
Shanghai Securities News
The policy has made remarkable progress, and the increment of credit and social finance reached a record high in January
In January 2022, the scale of RMB loans and social financing increased, both reaching a record high in a single month. Analysts believe that the financial data in January exceeded market expectations, and the main indicators such as new credit and social finance hit a monthly statistical high, reflecting the forward force of monetary and fiscal policies to support steady growth. In the next stage, to stabilize growth, we should continue to expand domestic demand and stabilize external demand, make good use of aggregate and structural policies, strengthen the coordination and cooperation between fiscal and monetary policies, and ensure that the economy operates within a reasonable range.
The national development and Reform Commission and the energy administration took 38 measures to promote the green and low-carbon transformation of energy and accelerate the construction of three national trading markets
The national development and Reform Commission and the National Energy Administration jointly issued the opinions on improving the institutional mechanisms and policy measures for green and low-carbon energy transformation on February 10, and put forward 38 specific measures from 10 aspects such as the coordinated promotion mechanism of strategic planning, so as to solve the difficulties and challenges in institutional mechanisms, policy systems and governance methods in the process of green and low-carbon energy development, Adapt to the work requirements of promoting green and low-carbon transformation of energy under the new situation.
The performance of A-share real estate enterprises was not optimistic last year, and 23 of 56 companies made losses in advance. Small and medium-sized real estate enterprises "saved themselves" through multiple channels
Different from the lively scene of brushing the screen of good performance in previous years, the performance forecast of real estate enterprises in 2021 can be described as "cold". According to statistics, as of February 10, 56 A-share real estate enterprises have disclosed the performance forecast of 2021. Among them, the net profit of only 24 companies increased year-on-year; 23 companies suffered losses, accounting for 41.07%, and 11 companies suffered losses of more than 1 billion yuan.
The falling net worth and the rate war started, and bank financial management was "taught a lesson" by the market at the beginning of the year
Affected by the continuous adjustment of the A-share market since the beginning of the year and other factors, the bank financial management market entering the era of net worth is being tested. Since January this year, the performance of many financial products has fallen below the net value. Public information shows that the product sales rate and management fee of many financial management companies, including China Merchants Bank, have been reduced.
securities times
Eight departments: strive to achieve 57% utilization rate of bulk industrial solid waste by 2025
The Ministry of industry and the Ministry of information technology has proposed to accelerate the implementation of the plan on the comprehensive utilization of solid waste and resources by August 2025, and strive to achieve 57% by February.
Two departments: accelerate the construction of large-scale wind power photovoltaic power generation base
On February 10, the national development and Reform Commission and the National Energy Administration issued the opinions on improving the institutional mechanisms and policies and measures for green and low-carbon energy transformation. The opinions proposed to promote the construction of an energy supply system dominated by clean and low-carbon energy. We will accelerate the construction of large-scale wind power and photovoltaic power generation bases, focusing on deserts, Gobi and desert areas.
The opening of the Beijing stock exchange will be three months, and the role of connecting the preceding and the following is becoming more and more prominent
Up to now, 84 stocks have been listed and traded on the Beijing stock exchange. However, compared with the opening day on November 15, 2021, the overall market value of listed companies on the Beijing stock exchange has shrunk by nearly 50 billion yuan. Another point worthy of attention is that the first stock of Guandian defense of the transfer board of Beijing stock exchange is about to land on the science and innovation board, and the role of "connecting the preceding and the following" in the transfer board system of Beijing stock exchange is becoming more and more prominent.
"Homophonic stem" hype should stop
When Gu ailing won the freestyle women's platform champion with 1620 degree ultra-high difficulty, the stocks with the word "Gu" in the name of A-Shares rose to varying degrees. Although some market voices believe that this means "looking forward to Gu Ailing's good wishes for winning the championship", from the perspective of capital logic, this speculation deviates from the company's performance loss of more than 60 million yuan, and even forces the company to clearly respond that the company has no products related to the winter Olympics and no cooperation with Gu ailing.
Securities Daily
Steady economic growth is becoming more and more obvious. Which track is dominated by A-share "xiaoyangchun"?
Since the Spring Festival of the year of the tiger, the market has closed positive continuously, indicating that bulls' confidence has been restored. Analysts generally believe that driven by various policies, China's economy will continue to recover stably in the first quarter. Driven by both policies and economy, the A-share market is expected to usher in a "little spring". Institutions generally believe that steady growth is the main line of medium and long-term investment, while banking, building materials, household appliances and other industries are the advantageous track that can be prioritized under this background.
All localities have launched policies to seize the beach and layout the hydrogen energy production, supply, storage and marketing system, and the trillion yuan track has been accelerated
Under the hydrogen heat, local governments and enterprises began to speed up the beach layout. According to incomplete statistics, Beijing, Hebei, Shandong, Zhejiang, Fujian and other provinces have released plans or plans related to the development of hydrogen energy industry, and more than 180 listed companies have announced their involvement in the hydrogen industry chain. Many more enterprises directly hit the industrial pain point and accelerated the development of hydrogen energy industry. Insiders believe that under the environment of policy support and capital promotion, the formation of an industrial track with a market scale of trillion yuan has accelerated.
The work reports of many governments anchor the main line of steady growth and the main driving point of new infrastructure construction
At the beginning of 2022, many provinces across the country made "small goals" under the neutrality of the government work report: moderately advance infrastructure investment.
Industry experts believe that industries closely related to financial development, including infrastructure, real estate and stable demand related industrial chains, may have a relatively good performance. In addition, in addition to the traditional real estate infrastructure, the "new infrastructure" related industries with high prosperity and in line with the long-term policy objectives or financial direction of the industry itself, such as the power grid industrial chain, are also expected to stand at the wind outlet.
Top level design of green and low-carbon transformation of energy comes out, escorted by ten policies and measures
On February 10, the national development and Reform Commission and the National Energy Administration issued the opinions on improving the institutional mechanisms and policy measures of green and low-carbon energy transformation. The opinions put forward the main objectives, institutional mechanisms and policy systems of green and low-carbon energy transformation during the 14th Five Year Plan period. Accelerate the revision of hydrogen production standards, including hydrogen production technology.
people's daily
Last year, the actual use of foreign capital exceeded one trillion yuan, and the structure was fully optimized
Last year, the actual use of foreign capital was 1149.36 billion yuan, exceeding trillion yuan for the first time, a year-on-year increase of 14.9%. In 2021, despite the complicated international situation, China's use of foreign capital will not decrease, and the scale of attracting foreign capital will reach a new high.
21st Century Business Herald
The "foundation" of the long-term logic of a shares: the fundamentals of China's economy for a long time have not changed
The central economic work conference in December 2021 emphasized steady growth and required that the economic work in 2022 "should be stable and seek progress in stability, all regions and departments should shoulder the responsibility of stabilizing the macro economy, all parties should actively launch policies conducive to economic stability, and the policy force should be appropriately advanced". At present, policies conducive to economic stability are also being actively introduced. From the perspective of the overall environment of economic development, the long-term fundamentals of China's economy have not changed. This is also the "confidence" of the long-term logic of a shares.
The two departments issued documents to promote the low-carbon transformation of energy, emphasizing top-level design and deepening mechanism innovation
On February 10, the national development and Reform Commission and the National Energy Administration jointly issued the opinions on improving the institutional mechanisms and policy measures for green and low-carbon energy transformation. The document proposed to basically establish a complete basic system and policy system for green and low-carbon development by 2030, emphasize ensuring the security of energy supply, and improve the dual control of energy consumption and the target system of non fossil energy.
first finance
Financial data exceeded expectations and the policy moved forward, with initial results
With the forward development of policies, the financial data in the first month of this year welcomed a "good start". In the view of market analysis, money and credit maintained a reasonable growth in January, and the effect of policy cross cycle regulation appeared. Various macro policies have formed a joint force, and the current credit situation has improved significantly. On the whole, loans, M2 and social finance increased steadily, and financial support for the real economy was stable.
Port overcrowding continues for several times, and it is difficult to change the tense situation of shipping in the year of the tiger
The reporter found that the foreign trade shipping market in the Spring Festival had a situation of "developing first and restraining later". Firstly, the peak shipment led to port congestion and high freight rates. Secondly, during the Spring Festival, workers around the country had holidays. With the reduction of export goods, shipping prices fell. However, industry insiders predict that the "suppression" is short-lived. After the Spring Festival, China's import and export goods will still return to the previous normal, and port congestion and maritime prices will continue to operate at a high level.
economic reference daily
Retirees' pensions are expected to meet the "18 consecutive rises"
The pension increase window in 2022 has been opened. The reporter learned that China's urban retirees' pensions are expected to meet the "18 consecutive rises". Hebei, Jilin and other places also said that the basic pension for retirees will be increased in 2022. At the same time, the pension treatment of urban and rural residents will also be improved, and many places are making vigorous efforts to promote it. At the same time of the positive release of pension benefits, the reform of the old-age insurance system has been steadily promoted. Both the national overall planning of old-age insurance and the implementation of individual pension system are on the verge.
Ministry of Commerce: study and introduce new measures to promote the high-quality development of service trade
On the 10th, Gao Feng, a spokesman for the Ministry of Commerce, said at a regular press conference that this year, the Ministry of Commerce will continue to promote the reform, opening up and innovation of trade in services. He introduced that the Ministry of Commerce will study and promote the introduction of a number of new policies and measures to vigorously promote the high-quality development of digital trade, technology trade and foreign cultural trade.
