February 23rd (Wednesday), the main contents of today's headlines are:
China Securities Journal
No. 1 central document 2022: promoting the key work of Rural Revitalization in an all-round way
Since twenty-first Century, the No. 1 Central Document No. nineteenth guiding the work of agriculture, rural areas and farmers has been authorized by Xinhua News Agency on 22. The document, entitled "opinions of the CPC Central Committee and the State Council on doing a good job in the key work of comprehensively promoting rural revitalization in 2022", has eight parts, including: making every effort to do a good job in grain production and important Shenzhen Agricultural Products Group Co.Ltd(000061) supply, strengthening the basic support of modern agriculture, firmly holding the bottom line of no large-scale return to poverty, focusing on industries to promote rural development, and promoting rural construction in a solid and steady manner Highlight practical results, improve rural governance, strengthen policy guarantee and institutional innovation, and adhere to and strengthen the party's overall leadership over the work of "agriculture, rural areas and farmers".
Ministry of Finance: implement more large-scale tax reduction and fee reduction and launch new measures as soon as possible
On February 22, finance minister Liu Kun pointed out at the press conference of the State Council Information Office that on the basis of 1.1 trillion yuan last year, more large-scale tax cuts and fee reductions will be implemented this year, and market players will have more sense of gain. Vice Minister of Finance Xu Hongcai said that some new policies and measures should be launched as soon as possible.
Ministry of human resources and social security: promote the implementation of individual pension system
China Securities News reporter learned from the press conference held by the Ministry of human resources and social security on the 22nd that by the end of 2021, the entrusted capital rights and interests of the basic endowment insurance fund had reached 1.46 trillion yuan. The Ministry of human resources and social security will formulate individual pension documents and supporting policies to promote the implementation of the individual pension system. The Interim Measures for sick and disabled allowances of basic old-age insurance for enterprise employees were issued.
"Counting from the east to the west" concept stocks are popular, and the gold digging points in the subdivided fields appear
Recently, "East number West calculation" has become a hot word in the A-share market. Mainstream securities companies have intensively released relevant research reports, and "East number West calculation" concept stocks have continued to strengthen. Brokerage institutions believe that the "East digital West computing" project will drive the development of data centers and related upstream and downstream industries. It is suggested to pay attention to investment opportunities in five subdivided fields: information and communication, it equipment manufacturing, basic software, green energy supply and civil engineering.
Shanghai Securities News
2022 No. 1 central document issued to promote rural revitalization in a comprehensive way
The opinions of the CPC Central Committee and the State Council on the key work of comprehensively promoting rural revitalization in 2022 (hereinafter referred to as the opinions) was authorized by Xinhua News Agency yesterday. This is the No. 1 Central Document No. nineteenth since twenty-first Century guiding the work of agriculture, rural areas and farmers.
The entrusted capital rights and interests of the basic endowment insurance fund reached 1.46 trillion yuan
The Ministry of human resources and social security disclosed on the 22nd that by the end of 2021, the entrusted capital equity of the basic endowment insurance fund was 1.46 trillion yuan. This figure is a further increase from 1.25 trillion yuan at the end of September last year.
Behind the scenes, A-share in the associated account of "Qianzhan system" is making waves
The capital system with Jiang Shibo and Gao Yaping as the core has set up a number of investment enterprises with the word "Qianzhan". The core members include ye Maoyang, Shen Xianglong, Liu Yichao, Gao Ercai, Jiang Shuiliang, etc. "in groups" appear in the shareholder lists of many companies, with a total shareholding market value of more than 2 billion yuan.
The debate on the "turning point of bull and bear" in the bond market has resumed
In less than a month, the yield of 10-year Treasury bonds hit the bottom and rebounded sharply to 2.84%, and the futures price of 10-year Treasury bonds fell below the 100 yuan mark. The bond market has encountered "cold in the late spring" and "bull bear inflection point theory" has become the focus of recent market discussion. Many institutions believe that from the current rapidly rising yield level, trading opportunities are brewing in the short term. However, there is no consensus on the "inflection point" of different cycles.
securities times
No. 1 central document: Promoting Rural Revitalization in 2022
In February 22nd, the CPC Central Committee and the State Council made the suggestions on promoting the key work of Rural Revitalization in 2022 (hereinafter referred to as "opinion"), that is, the No. 1 central document issued in 2022. This is the No. 1 Central Document No. nineteenth since twenty-first Century guiding the work of agriculture, rural areas and farmers.
Resolve risks in a steady and orderly manner and use the momentum of reform to promote new development
"Keeping stability at the forefront and seeking progress while maintaining stability" is the general tone of this year's economic work. Under the "triple pressure", to achieve steady and sound economic development, we need to handle and resolve risks in a steady and orderly manner. The central economic work conference proposed that we should correctly understand and grasp the prevention and resolution of major risks. We should continue to do a good job in risk disposal in accordance with the principles of stabilizing the overall situation, overall coordination, classified policy implementation and accurate bomb dismantlement.
The proportion of global payments increased, and the RMB showed the characteristics of a safe haven currency
As an important international capital collection, payment and clearing infrastructure, the monthly RMB tracking report recently released by the global banking financial Telecommunications Association (Swift) shows that in January 2022, the proportion of RMB in global payment currencies increased to 3.2%, not only a month on month increase of 0.5 percentage points, but also a high point in recent four years, becoming the fourth most active currency in the world.
Clarify the task objectives in many places and strive to ensure the "good start" of state-owned enterprises in the first quarter
State owned assets and state-owned enterprises are the "vanguard" and "main force" of steady growth. At present, the effective working time in the first quarter is less than 30 days. The reporter of the Securities Times noted that some local SASAC held meetings to promote efforts to achieve a "good start" for provincial enterprises in the first quarter. It is worth mentioning that in the relevant work arrangements, expanding effective investment has consistently become the top priority of steady growth. Experts interviewed by the Securities Times said that China's supply side structural reform has been deepening. State owned enterprises have made positive progress in scientific and technological innovation, independent innovation and localization of major equipment based on the rigid needs of enhancing their core business capabilities and their own development, and need to increase investment. But we should also avoid over investment, especially debt financing to complete the acquisition.
Securities Daily
2022 No. 1 central document singled out "strengthening rural financial services"
The No. 1 central document issued yesterday released the first time that the financial services of Rural Revitalization should be listed as an important part of the document for the first time in 2022. Lack of financial services and lack of credit in rural finance are bottlenecks in solving the investment and financing problems in Rural Revitalization. No. 1 central document has proposed the key measures and suggestions for financial policy support, credit solution, risk market share and compensation, aiming at strengthening the financial services in rural areas. We should take measures. " Bai Wenxi, chief economist of IPG China, told the Securities Daily that "Strengthening Rural Revitalization financial services" will be listed separately, highlighting that the central government aims to solve the shortage of financial supply and strive to help rural revitalization with financial services suitable for rural characteristics and needs.
During the year, the issuance of nine Panda Bonds totaled 14.5 billion yuan, and the issuance of Panda Bonds on the exchange market will "heat up"
Recently, in response to proposal No. 1664 of the fourth session of the 13th CPPCC National Committee, the CSRC said that in order to better support and encourage overseas high-quality enterprises to issue Panda Bonds in the exchange bond market and continuously improve the internationalization level of the exchange bond market, the CSRC is stepping up the formulation of panda bond Issuance rules in the exchange bond market, Clarify the subject scope, audit and filing requirements, application of accounting standards, access of intermediaries and foreign exchange management of bonds issued by overseas institutions.
Heavy new energy storage scheme introduced, lithium battery related enterprises welcome large-scale commercialization opportunities
On February 22, the national development and Reform Commission and the Energy Administration recently issued the implementation plan for the development of new energy storage in the 14th five year plan. It is proposed that by 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. The innovation ability of new energy storage technology has been significantly improved, the independent and controllable level of core technology and equipment has been greatly improved, and the standard system has been basically improved. The industrial system is becoming more and more complete, and the market environment and business model are basically mature.
Affordable rental housing welcome policy "warm wind" 2.4 million sets of "incremental" housing or stimulate investment of 300 billion yuan
Since the beginning of the year, at least five provinces and one municipality directly under the central government have issued similar policy documents. In addition, according to the Department of housing and urban rural development of Ningxia Hui Autonomous Region, its implementation opinions on accelerating the development of affordable rental housing will also be issued in the near future. In 2021, the newly raised affordable rental housing in 40 key cities in China alone has reached 942000 units. Based on the information learned from the National Conference on housing and urban rural construction held in January, the Ministry of housing and urban rural development will continue to vigorously increase the supply of affordable rental housing in 2022, focusing on large cities with net population inflow, and raise 2.4 million affordable rental housing throughout the year. Huang Hui, a senior analyst at the shell Research Institute, predicts that this part of the increment alone will boost the investment in real estate development by nearly 300 billion yuan.
21st Century Business Herald
Chaos Tiancheng soared 20 times, and the magic process: 39800 turnover leveraging the market value surged by 25.4 billion
Since its listing, chaos Tiancheng has no transactions on most trading days and no waves in the stock price trend. However, after entering 2022, the company's stock price began to rise continuously, from 1.67 yuan on January 6 to 35.5 yuan on February 17.
Sports consumption exceeded 2 trillion yuan, and the integration of sports and tourism is getting better and better
According to the survey bulletin on the status of national fitness activities in 2020 (hereinafter referred to as the survey Bulletin) released by the national physical fitness monitoring center, in 2020, the proportion of Chinese residents aged 7 and over participating in physical exercise once a week or more reached 67.5%, an increase of 18.5 percentage points compared with 2014, while the proportion of people who often participate in physical exercise like Ms. Chen reached 37.2%, Compared with 6 years ago, it increased by 3.3 percentage points.
people's daily
Digital RMB adds vitality to the economy
In recent years, with the promotion of the pilot of digital RMB, relevant application products and scenarios have become increasingly rich. Even if users do not have a bank account, they can use the unique identity such as mobile phone number to open a digital wallet and use digital RMB to pay, meeting diversified payment needs. In the future, the use scenario of digital RMB will be further deepened to provide more convenient and safe services for the real economy and people's life.
first finance
Geopolitical situation leads to soaring panic index, and global financial markets fasten their "seat belts"
Affected by the tense situation in Ukraine, the international market fluctuated violently. On February 22, the Asia Pacific stock market generally fell sharply at the opening. As of the closing of the day, the Shanghai Composite Index fell 0.96%; Hong Kong's Hang Seng Index fell as much as 2.69%. US stocks are closed on Monday (US public holiday), but before Tuesday trading, the three major US stock futures have plunged by more than 1%. Traders generally take a cautious attitude, and the subsequent US stock fluctuations may be transmitted to the global market.
16000 yuan cosmic trademark applications were not successful. Official: strike hard and rub hot spot registration
After the yuan cosmic wind, the rush to register relevant trademarks also began to become active. Since last year, about 16000 yuan universe related trademarks have been applied for registration, but at present, many have been rejected, and no enterprise or individual has been successfully registered. The State Intellectual Property Office said recently that it resolutely opposes and severely crack down on malicious trademark registration such as "rubbing hot spots" and not hoarding for use.
economic reference daily
No. 1 central document issued to emphasize the two bottom line.
No. 1 central document of the CPC Central Committee and the State Council on the promotion of the key work of Rural Revitalization in 2022, that is, the Central Document No. 1 of 2022 was officially released on 22 th, which is also the No. 1 central document for guiding the work of agriculture, rural areas and farmers since twenty-first Century. The document proposes to firmly stick to the two bottom lines of ensuring national food security and preventing large-scale return to poverty, highlight annual tasks, targeted measures and effectiveness orientation, give full play to the leadership role of rural grass-roots party organizations, do a solid and orderly job in the key work of rural development, rural construction and rural governance, and promote new progress in Rural Revitalization New steps have been taken in agricultural and rural modernization.
With the rise of the "silver economy" trillion market, listed companies have made in-depth layout of multiple segments, and investment opportunities have emerged
On February 22, boosted by the issuance of heavy policy documents on the pension industry, Everjoy Health Group Co.Ltd(002162) , Shanghai Yimin Commercial Group Co.Ltd(600824) , Cosmos Group Co.Ltd(002133) , Shanghai Yanhua Smartech Group Co.Ltd(002178) and other pension concept stocks rose by the limit, while Guangdong Transtek Medical Electronics Co.Ltd(300562) , Yihua Healthcare Co.Ltd(000150) , Hengfeng Information Technology Co.Ltd(300605) and other stocks rose against the trend. Many institutions expect that the market scale of the pension industry will reach about 100 billion yuan in 2022. At present, many A-share listed companies have made in-depth layout. The market generally believes that the silver economic outlet is accelerating to open, and investment opportunities in multiple segments such as pension real estate, digital pension, pension medical care, education and entertainment for the elderly appear.
