This morning, 10 trillion track stocks came back.
The semiconductor industry chain broke out in an all-round way, the concepts of lithium battery and phosphorus chemical industry were active, and the gem index rose 2.01%! Northbound funds bought nearly 2 billion yuan in half a day.
In terms of news, this morning, the national development and Reform Commission issued a heavy document explaining in detail the “several policies on promoting steady growth of industrial economy”. Specifically, 18 policies and measures are proposed in five aspects: fiscal taxes, financial credit, ensuring supply and price stability, investment and foreign trade, land use, energy use and environment.
Semiconductor Index rose by more than 8%
multi stock 20% limit
In early trading today, semiconductor concept stocks rebounded across the board, and related concepts dominated the list of gains. Among them, the index was the strongest, up more than 8%.
Specifically, Konfoong Materials International Co.Ltd(300666) , Kingsemi Co.Ltd(688037) and other stocks rose by 20%, while Anji technology and Kunshan Kinglai Hygienic Materials Co.Ltd(300260) rose by more than 10%.
Naura Technology Group Co.Ltd(002371) also rose 10%. Shanghai Fullhan Microelectronics Co.Ltd(300613) rose more than 9%.
And “ningwang” Contemporary Amperex Technology Co.Limited(300750) also closed up nearly 2%.
lithium battery also broke out
Not only the semiconductor concept, but also the lithium battery and phosphorus chemical index.
Among them, the lithium negative electrode index rose by more than 6%.
Hunan Zhongke Electric Co.Ltd(300035) , Jingrui electric materials rose by more than 10%. Sichuan Yahua Industrial Group Co.Ltd(002497) rose 10%.
The auto index also rose nearly 3%.
securities firms straight up
Brokerage stocks also rose sharply around 11 o’clock, and the index closed up more than 1%.
Guangzhou Yuexiu Financial Holdings Group Co.Ltd(000987) daily limit:
Orient Securities Company Limited(600958) , Chinalin Securities Co.Ltd(002945) and so on followed the rise.
performance plummeted by more than 30%
Youmao fell by more than 5%
Yihai Kerry Arawana Holdings Co.Ltd(300999) once fell more than 9% to close down 5.82%. On the evening of February 22, “Youmao” Yihai Kerry Arawana Holdings Co.Ltd(300999) released a performance express: the annual net profit in 2021 was 4.132 billion yuan, a year-on-year decrease of 31.1%.
In addition, the coal, gold, oil and gas sector callback.
national development and Reform Commission: strive to expand accurate and effective investment
at the same time, do not engage in flood irrigation and avoid rushing into mass action
According to the official wechat of the national development and Reform Commission on February 23, in order to implement the decisions and arrangements of the CPC Central Committee and the State Council, on February 18, the national development and Reform Commission and relevant departments issued several policies to promote the steady growth of industrial economy (hereinafter referred to as “several policies”).
The responsible comrade of the industry department of the national development and Reform Commission answered the reporter’s questions on the relevant situation of the “several policies”.
I. what is the background and main contents of several policies?
In the face of the current complex international situation and covid-19 pneumonia epidemic, we must further coordinate development and security, coordinate epidemic prevention and control and economic and social development, and continue to promote the steady growth of industrial economy with greater efforts and more effective measures. Therefore, in accordance with the deployment requirements of the CPC Central Committee and the State Council, the national development and Reform Commission, together with relevant parties, issued several policies on promoting the steady growth of industrial economy. Specifically, 18 policies and measures are proposed in five aspects: fiscal taxes, financial credit, ensuring supply and price stability, investment and foreign trade, land use, energy use and environment.
First, on the fiscal tax policy. focus on reducing the burden on enterprises, and put forward four policy measures, including increasing the pre tax deduction of equipment and appliances for small, medium-sized and micro enterprises, extending the phased tax and fee reduction policy, expanding the scope of application of the local “six taxes and two fees” reduction policy, and reducing the social security burden of enterprises.
Second, on financial and credit policies. in view of the difficulty and high cost of financing, three policy measures are proposed, including continuing to guide the financial system to transfer profits to the real economy, providing preferential financial support for qualified banks to issue inclusive small and micro credit loans, and implementing the green and low-carbon transformation financial policy for coal and power industries.
Third, the policy of ensuring supply and price stability. focusing on ensuring supply and price stability, two policies and measures are proposed, including adhering to green development, integrating differentiated electricity price policies, establishing a unified stepped electricity price system for high energy consuming industries, and ensuring supply and price stability of important raw materials and primary products such as iron ore and chemical fertilizer.
Fourth, policies on investment and foreign trade and foreign investment. focusing on expanding accurate and effective investment, stabilizing foreign trade and foreign investment, it is proposed to organize and implement special actions for the innovation and development of photovoltaic industry, promote the transformation and upgrading of coal-fired power units, start the implementation of energy-saving and carbon reduction technology transformation projects for enterprises in key fields, accelerate the construction of major new infrastructure projects, make cross cycle adjustment, and further stabilize foreign trade Take multiple measures to support the introduction of foreign investment in the manufacturing industry and other six policies and measures.
Fifth, on land use, energy use and environmental policies. focus on increasing factor guarantee, and put forward three policies and measures to ensure the land supply of major projects included in the plan, implement the separate listing of energy consumption of national major projects, and improve the hierarchical and zoning management of heavy pollution weather response.
Second, what key measures will be taken to ensure the smooth operation of the industrial economy this year?
We will resolutely implement the decisions and arrangements of the Party Central Committee and the State Council, adhere to the general tone of seeking progress while maintaining stability, adhere to the goal orientation and problem orientation, and take greater efforts and more effective measures to promote the steady growth of the industrial economy in accordance with the requirements of the “several policies” on the basis of grasping the epidemic prevention and control and implementing various policies and measures that have been issued, Strive to promote the realization of the annual economic and social development goals and tasks. The focus is to do a good job in two aspects.
On the one hand, do everything possible to protect the main body of the market, so that enterprises can survive and live better and better. In view of the current prominent problems generally faced by market players, such as poor supply and demand cycle, insufficient orders, weakening expectations, and high pressure on international logistics and factor costs, we will launch strong and effective measures on the basis of making good use of existing policy tools and preventing new risks, focusing on fiscal taxes, financial credit, ensuring supply and stabilizing prices, etc, Ensure that market players can enjoy policy dividends as soon as possible in the first quarter, stabilize the production and operation of large enterprises, reduce the burden on small and medium-sized enterprises, enhance the development vitality of high-tech enterprises, stabilize the external demand market of traditional industries, stimulate the enthusiasm and initiative of various market players, enhance market confidence and boost development expectations.
On the other hand, efforts should be made to expand accurate and effective investment, so that enterprises can cheer up and continuously enhance their development potential. Investment is the “cow’s nose” to invigorate the operation of the industrial economy. We should give full play to the leading role of investment. At the same time, we should not engage in flood irrigation, avoid rushing into mass action, prevent new redundant construction and overcapacity, and achieve high-quality development. We should adhere to the principle of “stability first” and seek progress while maintaining stability, actively promote the implementation of major national plans, guide and promote local governments to strengthen the guarantee of key elements of major projects, and strengthen the early-stage work for major projects determined in the 14th five year plan and major industrial projects determined in regional major strategic plans, so as to start construction as soon as possible and form physical quantities as soon as possible. At the same time, we should continue to optimize the investment environment, reasonably guide the direction of capital investment, make good reserves of major projects in combination with the requirements of high-end, intelligent and green industrial development, promote the stable growth of industrial investment and structural optimization, and promote the steady growth of industrial economy.
