February 14th (Monday), the main contents of today’s headlines are:
China Securities Journal
The policy of pushing forward escorts the steady volume and quality improvement of foreign trade
First, the State Council approved the establishment of a comprehensive pilot zone for cross-border e-commerce in 27 places. Then, the Ministry of Commerce said it would launch six measures to promote the development of service trade… At the beginning of the year of the tiger, the stable foreign trade policy was launched one after another, highlighting the posture of moving forward. Experts said that China’s foreign trade can still be expected to withstand the pressure and achieve “stable opening of the door”.
The national development and Reform Commission will issue a catalogue for optimizing the layout and structural adjustment of the state-owned economy
The structural reform department of the national development and Reform Commission recently issued a document saying that the three-year action task of state-owned enterprise reform will be fully completed in 2022, the directory of guidelines for the optimization of the layout and structural adjustment of the state-owned economy will be issued, the reform of mixed ownership of state-owned enterprises will be further promoted, and the incremental mixed reform will be promoted in the fields of Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) and new business forms.
“Track” continued to adjust the fund, and the bet investment was tortured by the soul
The track with new energy, medicine and other funds has been continuously adjusted recently. Especially in the first trading week of the year of the tiger, the gem performed poorly, and the fund’s heavy positions fell in turns. “What happened to the market? What happened to the fund?” Become the soul torture sent by many investors. At the beginning of the year, the fund manager also shouted “today’s new energy will not become the Baijiu“. The fund managers quickly disappeared, and the “steady growth” line of underestimation became a consensus among the organizations.
Banking stocks dance against the trend and are expected to build a safety margin
In the first trading week after the Spring Festival holiday in the year of the tiger, the performance of the banking sector was eye-catching, many bank stocks strengthened, and the price was close to the previous high. Insiders said that multiple positive factors boosted the rise of the banking sector. At present, the safety margin of the sector is high, and the market outlook continues to be optimistic about the performance of banking stocks.
Shanghai Securities Journal
Press the “fast forward” key in the development of digital economy and accelerate the release of new economic vitality
Since the beginning of this year, new infrastructure construction has been in full swing, industrial digital transformation is in full bloom, and capital investment is endless… The momentum of vigorous development of digital economy has been formed and is becoming the core engine of high-quality economic development during the 14th Five Year Plan period.
The two-year evolution of the implementation of the new regulations on A-share refinancing: from dream back to rational face
On the evening of February 14, 2020, the CSRC issued new refinancing regulations to relax the determination of issuance price, issuance scale and reduction restrictions. Now, two years have passed, and earth shaking changes have taken place in the A-share fixed growth market – the financing scale has resumed its upward trend and the market heat has improved significantly. These changes are only appearances. Driven by the new refinancing regulations, the operation mechanism of the fixed value-added market has realized the transition from the approval system of “only the approval documents follow the lead” to the registration system of “market spontaneous choice”.
Various policies to help enterprises relieve their difficulties have been implemented one after another, and their confidence has increased: the development index of small and medium-sized enterprises has rebounded for three consecutive months
With the implementation and effectiveness of various policies, the confidence of small and medium-sized enterprises has been restored. The reporter learned from the China Association of small and medium-sized enterprises yesterday that the development index of China’s small and medium-sized enterprises in January was 89.4, up 0.2 points month on month according to the comparable caliber, rising for three consecutive months.
Hot track products failed to be raised. Where is the focus of fund issuance
On February 12, a public fund investing in a popular track announced that the issuance failed. According to the data, as of February 13, the number of new development funds has been 165 this year, and the issuance scale is only 129.807 billion yuan, far lower than that of the same period last year. The issuance market of equity products has cooled rapidly. Some fund companies have quickly adjusted their direction and launched stable products. More and more bond funds and “fixed income +” funds have become the key layout of fund companies.
securities times
Winter Olympic currency, Bing dwen dwen, “ice pier pier”, fire bank marketing
The concept of Bing dwen dwen continued in Beijing. The mascot “ice pier pier” became a “top stream star”. The commemorative banknotes and commemorative coins in the Winter Olympic Games were also very hot. The central bank previously announced that the second round of reserved exchange of Winter Olympic commemorative banknotes and commemorative coins was opened. The reporter visited bank outlets and online platforms on February 13 and saw that the reservation quota of many banks had been robbed before the deadline.
Commodity market volatility may exceed last year’s “interest rate shock”, so we should be particularly vigilant
Under the “supply shock” caused by the supply bottleneck, commodity prices continued to soar, and the market was highly concerned about whether the United States was entering a “wage inflation spiral”. However, inflation remains high, and the developed economies represented by the United States have begun to gradually tighten their monetary policies. The commodity market should also be alert to the “interest rate impact” caused by the tightening expectation of the US and European Central Bank. This year’s commodity market volatility may be stronger than last year.
New fund lightning bottom reading Hong Kong stocks favor technology leaders and “dislike” medical treatment
Several Hong Kong ETF funds listed after the festival disclosed that they quickly began to copy the bottom a few days after the establishment of the new fund. Some new funds built nearly 30% of their positions in four days, and more new funds bought nearly 80% of their positions in just eight trading days. Correspondingly, in the medical industry of Hong Kong stocks, the positions of related theme ETFs were slightly hesitant, and they were close to zero positions for a long time.
Anti money laundering has always been an online digital cryptocurrency, and it is difficult to slip through the net by trying the method
In recent years, the regulatory authorities have not slackened their efforts to seriously carry out anti money laundering law enforcement inspection. In the criminal crackdown on the use of cryptocurrency for money laundering, there is no doubt about the strength of law enforcement departments, such as preventing criminals from accessing such digital assets through monitoring and destroying abnormal transactions.
Securities Daily
* when ST company displays “financial technology” fancy shell protection, the audit institution must be a “gatekeeper”
With the disclosure of the performance forecast of Listed Companies in 2021, the power of financial delisting indicators appears, and companies that touch the delisting standard “surface”. To this end, some * ST companies used “financial technology” to protect the shell, which was concerned and inquired by the Shanghai and Shenzhen Stock Exchange. Experts believe that audit institutions need to focus on the inquiry of the exchange and be a “gatekeeper”; Regulators need to crack down on illegal acts such as financial fraud to avoid delisting.
“Ticket No. 1” refers to financial fraud, and the capital market has opened a new Bureau by stirring up the evil and clearing up the evil
Recently, the CSRC announced the “No. 1 ticket” in 2022, pointing to the financial fraud of Shandong fertilizer King Kim Jong Il. Regulators will further crack down on financial fraud of listed companies, build a solid foundation for high-quality development of listed companies, stir up evil and clear up, and accelerate the construction of a “clean” new ecology of the capital market.
There is little suspense about the “18 consecutive rises” of pensions. Experts expect the increase to be about 3% this year
Recently, the local two sessions have come to an end. The reporter found that many provinces mentioned “raising the basic pension of retirees” in the government work report. Experts said that there was little suspense about the “18 consecutive increases” of pension. In addition, in order to alleviate the pressure of pension revenue and expenditure, it is imperative to speed up the construction of multi-level and multi pillar pension insurance system, and it is urgent to implement the individual pension system as soon as possible.
Iron ore price “stepping on the brake” experts said that the downstream demand may peak and should be vigilant against transaction risks
Since this year, the overseas iron ore spot index has risen sharply, driving the spot and futures prices of China’s iron ore ports higher.
However, in recent days, under the strict investigation of speculation and bid up prices by many ministries and commissions and relevant industry associations, the hot iron ore has cooled significantly. Experts said that the determination and strength of the state in limiting steel production and strengthening the supply guarantee of iron resources are unprecedented. In the future, the supply and demand structure of iron ore will tend to be loose and the probability of price center will move down.
people’s daily
Four aspects, 22 key tasks, policies and measures to comprehensively promote the green transformation of consumption in key areas
The implementation plan for promoting green consumption was announced recently. The plan proposes that by 2025, the concept of green consumption will be deeply rooted in the hearts of the people, luxury and waste will be effectively curbed, the market share of green and low-carbon products will be greatly increased, the green transformation of consumption in key areas will achieve remarkable results, the green consumption mode will be widely implemented, and the consumption system of green and low-carbon circular development will initially take shape.
first finance
The price of lithium cobalt nickel raw materials has risen fiercely, and electric vehicles can’t afford “noble batteries”
Since the end of last year, battery prices have been rising, which is adding great uncertainty to the cost of electric vehicles. According to the data of IHS Markit, the price of lithium-ion battery increased by about 10% ~ 20% in the late 2021. Analysts said that the reason for the rise in battery prices and costs was due to the surge in sales of electric vehicles and the shortage of raw materials for upstream batteries, resulting in an imbalance between battery supply and demand.
The labor tide is coming! Policy force urban pipeline reconstruction and construction trillion market will be opened
At the beginning of 2022, in the government work report, the list of major projects and the first quarter housing construction work conference, all localities made it clear that this year’s urban pipe network transformation and construction construction drawings, and this field of people’s livelihood has also become the focus of concentrated construction of infrastructure projects in the first quarter of this year. With the “warm wind” blowing from the policy level, the agency predicts that the pipeline investment scale may exceed 1.4 trillion yuan during the 14th Five Year Plan period.
economic reference daily
Many hard tasks have been finalized, and the industry has made a strong start with steady growth
Industrial stability leads to economic stability. Since the Spring Festival of the year of the tiger, steady industrial growth has ushered in a strong start. The construction of major projects in various regions has been vigorously started, and the investment in the manufacturing industry is at full power. At the same time, relevant departments intensively investigated the operation of industrial economy in the first quarter and planned new measures to stabilize industrial growth. Local governments have also successively finalized the hard task of stabilizing industry in 2022. Large industrial provinces such as Sichuan, Hunan, Guangdong and Jiangsu have made great efforts to give full play to the role of “ballast stone” for steady growth.
In 2022, the centralized purchase of drugs and consumables is determined to “speed up and expand the area”
Recently, the Information Office of the State Council held a regular policy briefing on deepening the reform of centralized procurement of drugs and high-value medical consumables. The information shows that the three sectors of chemical medicine, Chinese patent medicine and biological medicine will carry out centralized procurement in an all-round way, and high-value medical consumables will focus on orthopedic consumables, drug balloons, dental implants and other varieties. Strive to achieve an average of more than 350 varieties of drugs and more than 5 varieties of high-value medical consumables in each province by the end of 2022 through national organizations and provincial alliance procurement.
