Daily panoramic analysis report of macro market

1. The State Council issued the "14th five year plan" to promote agricultural and rural modernization. By 2025, the agricultural foundation will be more solid, the Rural Revitalization Strategy will be promoted in an all-round way, and important progress will be made in agricultural and rural modernization. The comprehensive grain production capacity has been steadily increased, and the output has remained above 1.3 trillion kg, so as to ensure the basic self-sufficiency of grains and the absolute safety of rations. We will encourage qualified areas to carry out actions to upgrade rural household appliances, implement subsidies for furniture and home decoration to the countryside and a new round of automobile to the countryside, and promote the upgrading of durable consumer goods for rural residents.

2. The latest trend of the central bank's monetary policy came out. The central bank issued the report on the implementation of China's monetary policy in the fourth quarter of 2021, and the thinking of monetary policy in the next stage has been clear. A prudent monetary policy should be flexible and appropriate, strengthen cross cycle regulation, give full play to the dual functions of the total amount and structure of monetary policy tools, pay attention to full, accurate and forward force, not only do not engage in "flood irrigation", but also meet the reasonable and effective financing needs of the real economy, and strive to increase financial support for key areas and weak links to achieve total stability Better combination with excellent structure.

3. According to the economic information daily, if the industry is stable, the economy is stable. 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.

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