February 18th (Friday), the main contents of today's headlines are:
China Securities Journal
National Development and Reform Commission: plan well to promote the top-level design of common prosperity
On February 17, Chang Tiewei, deputy director of the Employment Department of the national development and Reform Commission, said at a press conference held by the national development and Reform Commission that the national development and Reform Commission would promote the formulation and promulgation of the action platform for promoting common prosperity and make an in-depth plan for the top-level design for promoting common prosperity. Take the lead in studying and formulating the implementation plan for expanding middle-income groups, and promote more low-income groups to enter the ranks of middle-income groups. Study and build a monitoring and evaluation system to promote common prosperity.
Breakthrough results were achieved in the reform of the new third board of the Beijing stock exchange
The reporter learned on February 17 that the 2021 market reform and development report of the Beijing stock exchange and the new Third Board issued by the Beijing stock exchange and the national stock transfer company pointed out that the reform of the Beijing stock exchange and the new third board achieved breakthrough results in 2021, and the market's ability to serve the high-quality development of small and medium-sized enterprises and the real economy was significantly strengthened.
The "leverage effect" of capital market serving the real economy has been enhanced
"Stability" is the key word at present. For this year's capital market work, the 2022 system work meeting of the CSRC stressed to highlight "steady growth" and continuously improve the high-quality development ability of the service economy. Recently released financial statistics show that the domestic stock financing amount of non-financial enterprises under the scope of social financing scale reached 143.9 billion yuan in January, an increase of 44.8 billion yuan year-on-year. In order to stabilize the macro-economic market, the capital market actively contributed.
Jiancang differentiation sub new fund "picky" investment opportunities
In 2022, the A-share market continued to fluctuate. In such a market environment, what position building strategy should the sub new fund adopt? The reporter learned from the interview that many times the new fund chose to slow down the pace of position building under the shock market. For some industries and individual stocks with high certainty, the new fund seized the opportunity of adjustment and accelerated position building. Overall, the sub new fund is more "picky" about market investment opportunities.
Shanghai Securities News
New infrastructure projects are coming! The project of "counting from the east to the west" was fully implemented
The national development and Reform Commission and other departments officially announced on the 17th that they agreed to start the construction of national hub nodes of the national integrated computing network in Beijing, Tianjin and Hebei, the Yangtze River Delta, the Great Bay area of Guangdong, Hong Kong and Macao, Chengdu and Chongqing. So far, the overall layout design of the national integrated big data center system has been completed, and the "counting from the east to the west" project has been officially launched.
Zhejiang's measures to promote common prosperity "brush the screen"
The national development and Reform Commission held a press conference on February 17 to introduce the promotion of supporting the high-quality development and construction of common prosperity demonstration zone in Zhejiang Province, which made Zhejiang "brush the screen" instantly. Among them, two highlights are of the greatest concern: in 2025, the annual disposable income of 80% of households will reach 100000-500000 yuan; If college students fail to start a business in Zhejiang, the government will compensate for the loan of less than 100000 yuan.
Regulators continued to hold down the "Crazy Stone"
Recently, the multi sectoral research group fully understood the changes of Qingdao Port International Co.Ltd(601298) iron ore inventory and held a special meeting to remind and warn some iron ore trading enterprises to release excessive inventory and restore to a reasonable level as soon as possible. As of the afternoon closing of China futures market on February 17, the main iron ore contract fell 3.79% to 684.5 yuan / ton, with a cumulative decline of about 18% this week.
Value stocks and growth stocks emerge one after another, and A-Shares return to the sector rotation pattern
After more than a month of "high-low switching", A-Shares returned to the sector rotation pattern this week. On the disk yesterday, the new energy sector with large adjustment in the early stage recovered as a whole, and the varieties of lithium resources in the upstream strengthened significantly; The infrastructure sector, which had led the rise, adjusted, and the early hot varieties such as tourism also fell ahead.
securities times
The artificially elevated quantitative investment needs to be treated with an ordinary mind
Recently, a news that the withdrawal of quantitative fund products reached 40% made people doubt the quantitative investment. From ultra-high yield predators to market losers, quantitative investment has taken a roller coaster quickly. In fact, quantitative investment, as a way of market investment, has its advantages, but it should not be exaggerated.
The reform of the Beijing stock exchange has achieved remarkable results, and the market ecology has been continuously improved
It has been three months since the opening of the Beijing stock exchange on November 15, 2021. Since the opening of the market, as Weibo hydraulic's public offering of shares was approved and registered by the CSRC, and the company's Guandian defense from the transfer board of the Beijing stock exchange to the science and Innovation Board successfully passed the meeting, the characteristics of "specialization and innovation" of the Beijing stock exchange have been reflected, and the enthusiasm for participation in the market is also rising day by day.
Market downward, fixed increase issuance is difficult to break and frequent, forcing institutions to "polish their eyes"
According to statistics, based on the closing price on February 17, about 26% of the newly listed fixed increase shares of listed companies this year broke, and the fixed increase shares of individual listed companies broke on the day of listing; Another 12% of the fixed increase shares are close to breaking (within 5% higher than the issuance price). Some investment bankers said that it is difficult to issue a fixed increase and we need to wait for the opportunity. Insiders pointed out that the index adjustment at the beginning of 2022 requires investment institutions to improve their screening ability for fixed increase targets on the one hand, and investment institutions may obtain appropriate projects through relatively lower prices on the other hand.
NFT transaction reached a new high, with multiple hints of potential money laundering risks
The potential money laundering risk in non homogeneous token (NFT) transactions is being paid more and more attention. The South Korean financial supervisory authority (FSS) recently said it would strengthen the verification of IPOs of emerging market enterprises such as NFT and metauniverse. The US Treasury Department also issued a report specifically suggesting that NFT may bring new risks, especially in money laundering and terrorist financing. Securities Daily
Ministry of Commerce: take multiple measures to ensure the stability and smoothness of the supply chain of the foreign trade industry chain
"For some time, affected by the epidemic and other factors, the global industrial chain supply chain has been in disorder, which has a great impact on enterprises and consumers in various countries. The Ministry of Commerce will take multiple measures with local governments and relevant departments to ensure the stability and smoothness of the supply chain of the foreign trade industrial chain." Gao Feng, spokesman of the Ministry of Commerce, said at a regular press conference on February 17.
Nearly 40 companies prompted shareholders to passively reduce the risk of closing positions, and the old problems led to new problems
Many years ago, some important shareholders of A-share listed companies (including controlling shareholders, executives and other shareholders holding more than 5%) pledged their shares in a high proportion, but now it has evolved into a tragedy. According to incomplete statistics, since this year, nearly 40 companies in Shanghai and Shenzhen have prompted important shareholders to "passively reduce their holdings". The main reason is that the previously Pledged Shares triggered passive liquidation, litigation and other matters.
More than 70% of A-Shares are "broken net" and many institutions are firmly optimistic about the future trend
In the context of the downward trend of market shocks, the banking sector that bucked the trend attracted attention. However, the soaring market did not make individual bank stocks escape the undervalued value. The net rate of the bank stock market exceeded 70%, and the net rate of the bank stock market was less than twice. In the view of insiders, although there have been fluctuations in the banking sector in recent years, the central sector has shown a slow upward trend, and is still optimistic about the valuation repair market of the banking sector in the future.
Why do international institutions collectively sing more a shares?
Recently, Goldman Sachs, Credit Suisse, BlackRock, HSBC, Bernstein and other five international institutions have said that it is a good time to increase their holdings of Chinese stocks and collectively look more at a shares.
This is not surprising, because from multiple dimensions, A-Shares have long-term upward momentum, and the investment value will continue to appear.
people's daily
Continuously improve the effectiveness of active fiscal policy
At the end of last year, the central government will hold a "meeting to summarize and improve the economic efficiency of 2021 and 2022", and pay more attention to the economic work of 2021 and 2022. This has pointed out the direction and provided fundamental guidance for the financial work in 2022. We must coordinate the prevention and control of covid-19 pneumonia and economic and social development, implement active fiscal policies, strengthen cross cyclical regulation, and continue to do a good job in the work of "six stabilities" and "six guarantees".
21st Century Business Herald
Four major systems for the construction of common prosperity demonstration areas have initially taken shape. This year, Zhejiang will focus on exploring the contents of "expanding China" and "raising the level of common prosperity"
The reporter learned that after nine months of exploration, Zhejiang has initially formed a target system, work system, policy system and evaluation system for the construction of common prosperity demonstration areas. At the key node of the first anniversary of the construction of the demonstration area of common prosperity, Zhejiang will focus on narrowing the "three gaps" this year, promoting social equity, and exploring a number of institutional innovation models of common prosperity in the fields of agricultural transfer, population citizenization and so on.
Speed up of "counting in the East and counting in the west": when the data center reform of 8 computing power hubs is in progress
Recently, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, agreeing to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. This marks the completion of the overall layout design of the national integrated big data center system, and the official and comprehensive start of the "counting from the east to the west" project.
first finance
The team of "strengthening provincial capital" will be expanded again! The central and western provinces are also simultaneously laying out these cities
Recently, the government work reports of various provinces have been released one after another this year. Yunnan, Hunan, Guizhou, Guangxi, Fujian, Jiangxi, Gansu and Heilongjiang provinces have clearly put forward the implementation of the strategy of strengthening the provincial capital or the action of strengthening the provincial capital. However, when strong provinces will become a common phenomenon, experts also remind that we need to pay attention to regional coordinated development and cultivate sub central cities and sub central cities.
Tax reduction and fee reduction bills in 25 provinces! This year, greater efforts will be made to support these industries
First finance combed the budget implementation of each province in 2021 and the budget report in 2022 and found that 25 provinces have announced the scale of tax reduction and fee reduction last year. The scale of local tax reduction and fee reduction varies greatly, with Guangdong taking the lead in the scale of more than 140 billion yuan. All provinces said that they would implement more vigorous tax and fee reduction policies this year and support key industries such as small, medium-sized and micro enterprises, individual industrial and commercial households and manufacturing.
economic reference daily
The policy deployment is sufficient, and the financial support entities make accurate efforts
In January, the increase in the scale of new RMB loans and social financing reached a record high; Many financial institutions issued special financial bonds to strengthen "drip irrigation" small and micro enterprises, and the implementation of innovative products was accelerated; Many places have issued the latest policies to support the financing of "specialized and special" small and medium-sized enterprises... At the beginning of 2022, financial support for the real economy has ushered in a good start.
Improve the urban and rural community service system and promote the sinking of public resources to the community
Recently, the general office of the State Council issued the plan for the construction of urban and rural community service system in the 14th five year plan. Based on the new development stage, the plan focuses on people's expectations, strengthens problem orientation, deepens reform and innovation, and makes systematic arrangements for accelerating the improvement of urban and rural community service system during the 14th Five Year Plan period from the aspects of strategic orientation, main objectives, development path, key tasks and organizational guarantee.
