February 17th (Thursday), the main contents of today’s headlines are:
China Securities Journal
Spring rush to work, listed companies deduce fancy “rob people war”
Recently, a reporter from the China Securities Journal found during a survey in Zhejiang, Fujian, Hunan and other places that after the Spring Festival, many enterprises have started to catch up with orders, and the production workshops are full of enthusiasm. In order to fill the employment gap of enterprises after the festival, many local governments have joined hands with enterprises to carry out recruitment activities such as “sending posts in the spring breeze” and spare no effort to promote the resumption of work and production.
Prices are running smoothly and there is room for policy regulation
According to the data released by the National Bureau of statistics on the 16th, in January, the national consumer price index (CPI) rose 0.9% year-on-year, down 0.6 percentage points from the previous month; The national producer price index (PPI) rose 9.1% year-on-year, down 1.2 percentage points from the previous month.
The new regulations on asset management were implemented in January and a half, and the “tiger power” of bank financial management was fully opened
Bank financial products have implemented the new financial instrument standards, the central data exchange platform has been launched, and the pilot capacity of pension financial products has been expanded… Since the formal implementation of the new asset management regulations this year, the bank financial industry has made frequent actions, and bank financial companies have actively promoted the key work of the new year.
New retail a new force suddenly rises. High-end Baijiu sales pattern changes.
China cigarette and liquor vendor visited Baijiu Baijiu Hotel and other Baijiu hotels in Chengdu recently. The liquor sales were stable during the Spring Festival and the concentration level of high-end liquor market was further improved. It is worth noting that the performance of new retail channels such as direct supply of alcohol in 1919 was eye-catching.
Shanghai Securities News
CPI returned to the “zero era” in the first month and will continue to rise moderately throughout the year
According to the data released by the National Bureau of Statistics yesterday, the CPI in January increased by 0.4% month on month, up 0.9% year-on-year, returning to the “zero era”; PPI rose 9.1% year-on-year, and the increase fell back, with a month on month decrease of 0.2%.
More places should pay close attention to the implementation of the investment plan and the comprehensive resumption of key power projects
The spring festival atmosphere has not yet dissipated, but in order to accelerate the realization of the “double carbon” goal and strengthen the construction of a power grid system suitable for the deep utilization of renewable energy, many places have stepped up the implementation of the power grid investment plan, and a number of key projects have been launched.
Capital activity continued to improve, and small and medium-sized capital construction stocks were popular
Although the overall A-share market is still in a low shock recently, the trading enthusiasm of short-term funds has become increasingly high. Reflected in the disk, the number of individual stocks with daily limit is increasing continuously. Yesterday, 79 stocks in the A-share market gained the daily limit. Since February, the number of daily limit stocks has reached 87, significantly higher than the daily average of 70 in January.
13 A-share companies were urged to select and hire audit institutions quickly
Entering the annual report season, but the audit institution has not been found. Some companies are “calm” and have to worry the regulators. According to the incomplete statistics of the reporter of Shanghai Securities News, as of February 16, 13 A-share companies had been urged by the exchange to hire the 2021 audit institution. Under the urging, some companies hastily changed their employment of audit institutions, but some companies are difficult to find even audit institutions.
securities times
Post Festival employment survey in the Yangtze River Delta and Pearl River Delta: employment is tight and recruitment is not easy
Recently, the reporter of the securities times visited the Yangtze River Delta and the Pearl River Delta to conduct in-depth research on the employment situation of enterprises after the festival, and interviewed the heads of talent service departments and human resources experts of local governments to understand the new characteristics and trends of the current employment market.
In January, the increase of CPI and PPI fell back, and the policy of ensuring supply and stabilizing price was effectively promoted
On February 16, the National Bureau of statistics released the data of national consumer price index (CPI) and industrial producer price index (PPI) in January 2022. Data show that affected by the continued downward trend of pork prices, the year-on-year increase of CPI in January fell to the “1” range. Over the same period, the prices of coal, steel and other industries fell, driving PPI to continue to fall.
Exaggerating the publicity of the audio platform for peddling the “voice realization” class and causing disputes
With the rise of online audio platform, the development of audio content industry is in full swing. It seems that the voice of training institutions can also take a shortcut to make money.
Yuxi to build a new energy battery industry chain four companies plan to invest more than 50 billion
Yunnan Yuntianhua Co.Ltd(600096) announced on the evening of February 16 that it would join hands with lithium battery upstream and downstream enterprises such as Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) and Huayou holdings to reach a cooperation agreement on the whole industrial chain project of new energy batteries with the people’s Government of Yuxi City, Yunnan Province. In the follow-up, it would carry out in-depth cooperation in mining of mineral resources, deep processing, R & D and production of new energy batteries and related materials to build industrial clusters in the local area.
Securities Daily
The year-on-year growth of CPI and PPI is double downward. Experts expect inflation to be moderate and controllable
On February 16, the data released by the National Bureau of statistics showed that in January 2022, the national CPI (consumer price index) changed from decline to rise, and the year-on-year increase fell; PPI (Industrial producer price index) fell month on month, and the year-on-year increase also fell. Market participants interviewed by the reporter of Securities Daily said that all regions and departments continued to do a good job in the supply of important livelihood commodity markets before the Spring Festival, and the consumer prices of residents were generally stable; The lower prices of coal, steel and other industries have driven the overall decline of industrial prices. It is expected that China’s inflation will be moderate and controllable as a whole.
The merger and reorganization of pesticide production enterprises will be accelerated and reduced to less than 1600 by 2025
The pesticide industry ushered in favorable policies. On February 16, the Ministry of agriculture and rural areas, together with the national development and Reform Commission, the Ministry of science and technology, the Ministry of industry and information technology, the Ministry of ecological environment, the State Administration of market supervision, the State Food and material reserve bureau and the State Forestry and grass administration, jointly issued the national pesticide industry development plan for the 14th five year plan (hereinafter referred to as the plan) to promote the merger and reorganization of pesticide production enterprises and improve the industrial concentration.
How to avoid “black box operation” is the focus of supervision
On the first day of the year of the tiger, due to the illegal guarantee of the holding subsidiary, Super Telecom Co.Ltd(603322) was suddenly “hooded”. Subsequently, its securities abbreviation was changed to “St chaoxun”, causing an uproar in the market.
The investment list of major projects in many places was released, and the total investment exceeded 25 trillion yuan
According to the reporter’s combing, as of February 16, 12 provinces including Guizhou, Guangdong, Jiangxi, Jiangsu, Beijing, Shanghai, Shandong, Zhejiang, Sichuan, Guangxi, Shaanxi and Hebei have released the investment plan list of key projects in 2022. In addition, Chengdu and Chongqing have also released the investment list of major projects. There are 16079 projects in the above list, with a total investment of at least 25 trillion yuan (the total investment in Jiangsu, Zhejiang, Guizhou and Sichuan is not announced).
21st Century Business Herald
In February, the Beijing stock exchange lifted the ban by 53.12 billion yuan, and the market is expected to make a smooth transition
The Beijing stock exchange will usher in the first peak of lifting the ban since its establishment this month. The data show that the total market value of 20 listed companies is about 53.12 billion yuan.
It is reported that this is the first large-scale lifting of the ban since the opening of the Beijing stock exchange. From the current situation, although some stocks have callback, there has been no significant fluctuation. In the past two months, the restrictions on the sale of three individual stocks of the Beijing stock exchange, senxuan medicine, Jilin Carbon Valley and golden years, have been lifted, and the share price has risen instead of falling.
All localities have successively released the first batch of centralized land supply information, and the investment differentiation will continue
Recently, several cities across the country have released the first batch of land information for centralized land supply, and all localities will successively open the first centralized auction of the land market in 2022. The first city to unveil the curtain of centralized land supply is Beijing.
people’s daily
The investment scale of major water conservancy projects under construction in China exceeds trillion yuan
Dozens of domestic large-scale shield tunneling machines are accelerating the construction of water resources in the Pearl River Delta. “At present, more than half of the project construction has been completed, and more than 10 sections of water transmission tunnels have been connected. We will strive to realize water supply in advance by the end of 2023.” Du Canyang, the person in charge of project construction, introduced that the total investment of the project is 35.399 billion yuan and the designed annual water supply is 1.708 billion cubic meters, which will effectively ensure the water demand of Guangdong, Hong Kong and Macao Bay area.
first finance
Top ten consumer cities in 2021: four cities are among the trillion yuan club and Guangzhou is newly promoted
After combing and counting the total retail sales of social consumer goods in major cities in China in 2021 (hereinafter referred to as “total social consumption”), the first ten cities in total social consumption last year were Shanghai, Beijing, Chongqing, Guangzhou, Shenzhen, Chengdu, Suzhou, Nanjing, Wuhan and Hangzhou. Among them, the total social consumption of the first four cities exceeded trillion yuan, one more than that of the previous year. In terms of growth rate, Chongqing, a municipality directly under the central government from the west, took the lead.
What is the mystery behind the free or “fracture price” gift of the employee stock ownership plan?
After Sto Express Co.Ltd(002468) (002468. SZ) threw out the employee stock ownership plan of “fracture price” of 1 yuan / share, Fujian Forecam Optics Co.Ltd(688010) (688010. SH) was more “generous” and directly gave the repurchased shares to employees free and unconditionally. There are many controversial points and doubts in the market, such as whether the above behavior involves interest transmission.
economic reference daily
Stabilize foreign trade under pressure and list local policy support
At the beginning of the Spring Festival, local governments accelerated the introduction of relevant measures on the basis of multiple deployment at the national level to stabilize foreign trade. The reporter of economic information daily learned that recently, many places have been listing the objectives, tasks and measures of stabilizing foreign trade in 2022, increasing policy support to help enterprises stabilize orders, increase profits and seek transformation. Among them, seizing the dividends of the regional comprehensive economic partnership agreement (RCEP) and promoting the development of cross-border e-commerce has become an important driving point, providing new impetus for the pressure of foreign trade throughout the year.
Large infrastructure investment is hot and steady, and the market continues to deduce
On February 16, the large infrastructure sector became active again, and individual stocks in the sector set off a “trading tide”. Since this year, a number of policies supporting infrastructure investment have been launched one after another, and infrastructure projects in various localities have started enthusiastically. Industry insiders said that with sufficient infrastructure investment project reserves and financial support, infrastructure investment is expected to advance steadily, the fundamentals of the industrial chain will usher in positive changes, and a number of listed companies are expected to take the lead in benefiting.
