it is rumored that the regulatory policy of pre-sale money may be loose
On February 10, market news said that the "national measures for the supervision and management of commercial housing pre-sale funds" had been formulated and promulgated recently, requiring all localities to verify the amount of key regulatory funds according to the project cost contract. When the funds in the account reach the regulatory limit, the funds exceeding the limit can be withdrawn and used freely by the real estate enterprises. On the 11th, real estate related sectors rose strongly, and many stocks rose by the limit. However, up to now, there is no official document on the "national measures for the supervision and administration of commercial housing pre-sale funds".
[comments] strengthening the supervision of pre-sale funds can prevent "delivery risk" and protect the rights and interests of home buyers. Since last year, the supervision of pre-sale funds has become more and more strict, and the liquidity pressure of real estate enterprises has increased. In the view of insiders, even if the pre-sale fund supervision policy is loosened, there will probably be a multi-party game among local governments, real estate enterprises and project partners in the future.
NDRC interviewed iron ore information enterprises
According to the news released by the national development and Reform Commission on February 9, in view of the recent changes in iron ore prices, it has jointly interviewed relevant iron ore information enterprises with the State Administration of market supervision, requiring that they shall not fabricate and spread price increase information and bid up prices. The national development and Reform Commission and the State Administration of market supervision pay close attention to the changes of iron ore prices and will further study and take effective measures to ensure the stable operation of iron ore market prices; At the same time, strengthen market supervision, and severely punish those who fabricate and spread price increase information, bid up prices and other illegal acts.
Recently, the market price of iron ore has risen sharply, during which there have been many abnormal fluctuations. After the NDRC issued its voice, iron ore futures fell on the 10th. As of the closing, the main contract closed at 780 yuan / ton, down 5.9%.
According to the analysis of [comments] , at present, the supply and demand of the iron ore market is generally stable, China's inventory is at a high level for many years, the recent price has risen too fast, and there is speculation. The fluctuation of iron ore price will drive the fluctuation of steel price, and then affect many downstream industries. The timely announcement and interview of iron ore by the national development and Reform Commission is conducive to the stable operation of steel prices, so as to ensure the healthy development of the real economy.
At the same time, the Ministry of industry and information technology recently issued the guiding opinions on promoting the high-quality development of the iron and steel industry, which proposed to strengthen the basic guarantee capacity of China's mineral resources and promote the development of China's key mine resources. This policy will also help to reduce the external dependence of iron ore and promote the return of ore prices to rationality.
financial standardization " 14th five year plan " planning
Recently, the central bank, 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). It is proposed that by 2025, the standard system suitable for the modern financial system will be basically completed, and the economic, social, quality and ecological benefits of financial standardization will be fully demonstrated, Standardization plays a more prominent role in supporting the high-quality development of the financial industry.
The plan puts forward key tasks from seven aspects, including standardization and assistance to modern financial management. In terms of improving financial risk prevention and control standards, it proposes to formulate product and service standards for Internet insurance, trust, deposit and loan, and help consolidate the achievements of Internet financial risk regulation.
The so-called financial standardization is to formulate unified standards for all aspects of the financial industry. In the context of the great development of digital economy, standardization will become an important support for the high-quality development of the financial industry. The plan focuses on the standard construction of financial science and technology, digital ecology of financial industry and digital currency. Among them, the favorable policies in digital currency directly drove the collective rise of relevant concept sectors.
Generally speaking, the release of the plan is conducive to promoting the digital transformation of finance, further promoting financial support for the development of the real economy, strengthening financial supervision and preventing financial risks.
personal cash deposit and withdrawal exceeding 5 million should be registered
Since March 1, the measures for the administration of customer due diligence of financial institutions and the preservation of customer identity data and transaction records jointly issued by the first bank and the two sessions have been officially implemented, which stipulates that if a financial institution handles a single cash deposit and withdrawal business of more than 50000 yuan or foreign currency equivalent of more than 10000 US dollars for a natural person customer, it shall identify and verify the customer's identity, Understand and register the source or purpose of funds.
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. Under normal circumstances, financial institutions do not need customers to fill in information or provide supporting materials. They will learn more about the situation from customers only when they find that the transaction is obviously abnormal and have reasonable reasons to suspect that the transaction is suspected of money laundering and other illegal and criminal activities.
[comments] the news that individuals have to register for more than 50000 yuan in cash has aroused heated discussion. However, in fact, the above person in charge said that the management measures are departmental regulations formulated to prevent and curb money laundering and terrorist financing activities, and regulate the customer due diligence, customer identity data and transaction record keeping of financial institutions, which are directly regulated by financial institutions. At present, the number of cash deposit and withdrawal businesses with more than 50000 yuan in China accounts for only about 2% of all cash deposit and withdrawal businesses. This provision has little impact on customers' handling of cash business as a whole.
Beijing Tianjin Hebei "3 + n" centralized collection of orthopaedic consumables
On February 9, Beijing Pharmaceutical centralized procurement service center, Tianjin pharmaceutical procurement center and Hebei medical equipment centralized procurement center jointly issued the work plan for the linkage procurement and use of orthopedic trauma medical consumables of Beijing Tianjin Hebei "3 + n" alliance.
The centralized varieties are orthopedic trauma medical consumables such as bone sector and supporting screws, intramedullary nails and accessories, hollow (hollow) screws and so on; It is divided into three procurement packages: ordinary sector system, locking compression sector system (including universal) and intramedullary nail system.
The Procurement Alliance covers 17 regions including Tianjin, Mongolia, Liaoning, Jilin, Heilongjiang, Zhejiang, Anhui, Fujian, Shandong, Guangdong, Qiong, Sichuan, Tibet, Shaanxi, Gansu, Xinjiang and BINGTUAN. It is the largest number of provinces participating in the centralized procurement of orthopedic trauma medical consumables by the alliance of 12 provinces in Henan last year.
[comments] the varieties involved in this centralized purchase are the same as those of Henan alliance, and the price of Henan alliance will be linked at the same time. Last year, 20751 products from 71 enterprises were selected in the centralized purchase of Henan alliance, with an average decrease of 88.65%. It can be inferred that the price of this centralized purchase will drop significantly.
Recently, the centralized purchase of orthopaedic consumables has been frequent. With more and more domestic instruments included in the centralized purchase, domestic leading enterprises are expected to stand out.
Xu Jiayin said that he could not repay his debts by selling assets at a low price
According to the news on February 9, China Evergrande (03333. HK) recently held a mobilization meeting for the new year of guaranteed delivery buildings in 2022, and proposed the goal of delivering about 70 million square meters and 600000 sets of buildings this year, which is equivalent to nearly 50% of all guaranteed delivery projects of Evergrande to be delivered within the year.
Xu Jiayin, chairman of Evergrande's board of directors, said at the meeting that in 2022, we should strive to ensure that the "guaranteed delivery" work returns to the normal level, restore market confidence and restore sales collection. At present, Evergrande's pre-sale regulatory capital is more than 50 billion yuan, which can basically start the full resumption of work after the Spring Festival.
Xu Jiayin said: "we should not sell the company's assets at a low price at any time. We should pay attention to preventing loopholes in the process of asset disposal. We should not rely on the sale of assets to pay off the debt, otherwise it will be difficult to pay off the debt after the sale of assets."
[comments] at the mobilization meeting, Xu Jiayin repeatedly mentioned the difficulty and importance of returning to work, production and building delivery, and restoring sales and normal operation as soon as possible. The meeting sent a signal of Evergrande's full and active self rescue, but the way ahead remains to be seen. The capital market has given a positive response for the time being. On the 10th, the "Evergrande system" Rose collectively. China Evergrande once rose by more than 7%, Evergrande property rose by nearly 5%, and Evergrande automobile rose by more than 3%.
Contemporary Amperex Technology Co.Limited(300750) evaporated market value in one week 2400 billion
In the first trading week of the Spring Festival holiday, the share price of new energy leader Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) fell all the way, down 17.32% a week. It has fallen nearly 30% since the historical high, and the market value evaporated in five days, with a market value of nearly 240 billion yuan.
On February 10, Contemporary Amperex Technology Co.Limited(300750) once fell nearly 9%. On the 11th, it closed down 5.43% to close at 489.99 yuan. After hours data released by the exchange showed that there were four parity block transactions on Contemporary Amperex Technology Co.Limited(300750) that day, with a transaction amount of 54.87 million yuan, and the sellers were institutional seats.
As the largest heavyweight stock on the gem, Contemporary Amperex Technology Co.Limited(300750) also dragged down the gem index. At the close of the 11th, the gem index fell 2.84%, and nearly 4000 companies fell. The gem index fell 5.59% this week.
[comments] although Contemporary Amperex Technology Co.Limited(300750) released its best performance forecast in recent years, the market did not pay. At present, the squeeze foam of lithium battery is expected to be strengthened. More importantly, in the global monetary tightening environment, overvalued technology enterprises are more vulnerable. With central banks raising interest rates one after another, the pressure on the short-term overvalued sector is expected to continue for some time.
the United States 1 month CPI increased year-on-year 7.5%
On February 10 local time, the US Bureau of Labor Statistics released data showing that the US CPI rose 7.5% year-on-year in January, exceeding market expectations and the largest increase since February 1982.
Rising prices of energy and cars continued to be the main factors driving the price rise in January. The core CPI excluding food and energy prices increased by 6% year-on-year, a new high since September 1982.
U.S. stocks fell across the board that day. As of the close, the Dow fell 526.37 points, or 1.47%; The S & P 500 index fell 83.15 points, or 1.81%; The NASDAQ fell 304.73 points, or 2.10%.
[comments] labor shortage, massive government assistance, ultra-low interest rates and strong consumer demand all contributed to the continued high inflationary pressure last year. At present, labor shortage and supply chain bottlenecks will continue to cause inflation. The market expects the Federal Reserve to raise interest rates more aggressively, and the capital market shock may last longer.
