February 24th (Thursday), the main contents of today's headlines are:
China Securities Journal
The turnover is more than trillion yuan, and A-Shares are expected to continue to rebound
On February 23, under the background of the overall decline of European and American stock markets overnight, the A-share market came out of the independent market, and the three indexes rose strongly. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan again after a month. Analysts said that uncertainties are gradually fading, and A-Shares are expected to continue to rebound. In the short term, the main line of steady growth may be relatively strong, but after the economic fundamentals gradually stabilize, growth stocks may become the main line of the market again.
Support small giant enterprises specializing in special and new industries and accelerate the construction of major water conservancy projects
Tian Xuebin, Vice Minister of water resources, said that he would further accelerate the construction of major water conservancy projects and strive to expand the investment scale of projects under construction.
SASAC asked to ensure that the three-year action period for the reform of state-owned enterprises will be completed
According to the news of SASAC on February 23, the Party committee of SASAC recently held a special meeting to emphasize that 2022 is a decisive year for the three-year action of state-owned enterprise reform. We should highlight the key points, focus on the difficulties, strive for practical results, adhere to system integration, coordination and efficiency, ensure that the three-year action period will be completed, promote the three-year action of state-owned enterprise reform, strive to achieve a number of influential landmark achievements, and hand over a satisfactory answer to the party Central Committee and the State Council.
The central bank's large reverse repurchase fund will remain stable in March
On February 22 and 23, the people's Bank of China continuously carried out 100 billion yuan reverse repurchase operation, and realized a net investment of 280 billion yuan in two days. Insiders believe that this shows the care of relevant departments for liquidity at the end of the month. Looking forward to March, experts believe that the capital level will remain stable, and the pressure of government bond issuance is expected to be small. The people's Bank of China will adjust flexibly through various tools according to market conditions to promote market interest rates to continue to fluctuate around policy interest rates.
Shanghai Securities News
State Council Office press conference on interpretation of No. 1 central document rural construction action plan to be introduced
On February 23, the Information Office of the State Council held a press conference on the key work of comprehensively promoting rural revitalization in 2022. The reporter of Shanghai Securities News learned at the meeting that this year, the Ministry of agriculture and rural areas will make a good combination of policies, pay close attention to the implementation of the action to revitalize the seed industry, and the action plan for rural construction will be issued soon.
The national development and Reform Commission frequently made efforts to ensure the "stability" of important materials such as coal
Spring ploughing, ensuring the supply and price of chemical fertilizer and coal, and Regulatory Research on iron ore... recently, the national development and Reform Commission has frequently stepped up efforts to ensure the supply and price of chemical fertilizer, coal and other important materials.
Hedging tax period + cross month disturbance, the central bank invested 280 billion yuan in two days
Following the large-scale reverse repo operation of 100 billion yuan on February 22, the central bank further conducted large-scale reverse repo operation to 200 billion yuan on February 23, with a cumulative net investment of 280 billion yuan in the open market for two consecutive days. Industry insiders believe that the central bank's care for market liquidity will remain unchanged, and the capital will smoothly pass the time point at the end of the month and the peak of the tax period.
The situation in Ukraine is complicated and confusing. Where are the major global assets going
The United States, the European Union, Britain and Japan have announced sanctions against Russia, Xinhua reported Wednesday. The situation in Ukraine has become more tense, which has affected the nerves of global investors. The sharp rise in uncertainty has led to the intensification of short-term fluctuations in large categories of assets. In this regard, Chinese and foreign institutions have issued reports to express their views on the impact of the escalation of the situation in Ukraine on major global assets. Institutions generally call for extreme fluctuations in a large class of assets to bring serious consequences to the global economy. Global investors should avoid overreaction and thus avoid extreme situations.
securities times
Sui Qiang, general manager of national stock transfer company and Beijing stock exchange: study and release the index of Beijing stock exchange to promote the implementation of mixed trading
At the "4th Xicheng District Enterprise Listing theme exchange activity" held on February 23, Yang Zhe, deputy director of the supervision department of unlisted public companies of the CSRC, said that he would continue to promote the listing of high-quality resources on the Beijing stock exchange and strive to consolidate the functions of standardization, service and cultivation of the foundation layer and innovation layer. Sui Qiang, general manager of the national stock transfer company and Beijing stock exchange, also pointed out that the Beijing stock exchange will further increase resource investment, organize listing service training and help enterprises prepare for listing.
The two sessions are about to open, and the reform and development of the capital market are expected
Issues related to the capital market are a hot topic at the two sessions every year. In recent years, the reform of the registration system, the revision of the securities law and the "zero tolerance" for violations of laws and regulations in the capital market have been implemented.
Seize the day and the classified reform of the trust industry is at the right time
The regulatory authorities are brewing to promote the classification reform of trust business, seize the day, explore the purpose of trust, the way of trust establishment, the content and method of trust property management as the basis of classification, and divide the trust business into three new categories: asset management trust, asset service trust and public welfare / charitable trust.
Energy industry welcomes development opportunities under the goal of "double carbon"
In the context of the imbalance between market supply and demand this year, the performance of the energy industry has risen, and the supply of products is in short supply. However, in the interview, the reporter of securities times · e company felt that under the background of China's promotion of the achievement of the "double carbon" goal, the concept of green production of energy enterprises runs through all the time, and the industry is also facing the opportunity of transformation and development.
Securities Daily
In, the number of domestic and foreign research companies increased by more than 80%. What is the attraction of the four high boom tracks?
According to the data, from the beginning of this year to February 23, 325 listed companies received the research of foreign institutions, which showed a large increase compared with 178 companies visited in the same period last year, with a year-on-year increase of 82.58%. From the perspective of the industries to which the foreign research companies belong, they are mainly concentrated in the high boom track, that is, the four major industries of medicine and biology, electronics, mechanical equipment and computer. In this regard, many overseas investors said that China's strong economic fundamentals, effective and accurate epidemic prevention and control ability and expanding policy support will provide momentum for China's capital market, and the investment value of A-Shares is prominent.
How good is the release of new regulations on the supervision of pre-sale funds of commercial housing?
Recently, the new regulations on the supervision of commercial housing pre-sale funds (hereinafter referred to as the "new regulations") were issued. In this regard, Feng Jun, President of China Real Estate Association, said that the new regulations make unified arrangements and determine the supervision mechanism from the national level for the first time, which can safeguard the legitimate rights and interests of buyers, standardize the behavior of developers and create conditions for exploring new development models in the real estate market.
The central bank invested 280 billion yuan in reverse repo this week to protect liquidity at the end of the month
Since this week, the people's Bank of China (hereinafter referred to as the "central bank") has continuously increased the investment of reverse repo. On February 21, the seven-day reverse repo operation volume of the central bank was 10 billion yuan; On February 22, the central bank launched a 7-day reverse repurchase operation of 100 billion yuan; On February 23, the central bank launched a 7-day reverse repurchase operation of 200 billion yuan. Since 10 billion yuan of reverse repo expired every day from Monday to Wednesday, as of February 23, the net investment of 280 billion yuan of reverse repo caliber has been invested this week.
The national development and Reform Commission has issued a voice six times in a row to ensure the stable operation of iron ore prices
Since January 28 this year, in view of the recent changes in iron ore prices, the national development and Reform Commission has spoken for six consecutive times in less than a month. At the same time, it has strengthened market supervision to ensure the smooth operation of iron ore prices.
21st Century Business Herald
The demand for rare earth Nd-Fe-B is higher than expected, and the listed companies are expanding their production nonstop
As the Nd-Fe-B permanent magnet material with the widest application range, the fastest development speed and the best comprehensive performance in the rare earth permanent magnet material system, it has formed a trend of competition in China.
Why are photovoltaic convertible bonds popular when the scale is expanded to 44.1 billion yuan?
On the afternoon of February 23, Tongwei Co.Ltd(600438) held a roadshow of convertible corporate bond "Tong 22 convertible bond" (110085. SH) at the Shanghai Securities roadshow center. Previously, the company announced that the total amount of funds raised by "Tong 22 convertible bonds" (110085. SH) was 12 billion yuan, and the initial conversion price was 39.27 yuan / share. As the largest photovoltaic convertible bond issued so far, the "Tong 22 convertible bond" issuance plan has attracted market attention once it was released.
people's daily
The centralized purchase of medical insurance saved nearly 170 billion yuan in drug costs last year
The reporter learned from the national medical security work conference held a few days ago that the first five batches of national centralized collection of drugs and coronary stents will save nearly 170 billion yuan in drug costs in 2021, and the national medical insurance negotiated drugs will benefit 140 million patients and reduce the burden by 150 billion yuan in 2021.
first finance
Longi Green Energy Technology Co.Ltd(601012) is the "good day" for photovoltaic equipment enterprises coming?
On February 22, Longi Green Energy Technology Co.Ltd(601012) (601012. SH) raised the price of silicon wafers again during the year. Compared with the last price adjustment, the price of silicon wafers of different sizes has increased by 0.3 yuan / piece to 0.35 yuan / piece, an increase of 5.7% to 6.1%. The price game in each link of the photovoltaic industry chain often reflects the downstream installation demand. Generally speaking, the first quarter is the off-season of downstream demand. Does the two price adjustments in that quarter mean that the off-season is not light?
Overnight "sale" to "buy down"? Russian Ukrainian trading logic of pickpocketing traders
A senior US equity fund manager said that after a period of panic, people increasingly believe that Russia's strategy may be "long-term confrontation + short-term friction". Moreover, from the historical experience, after the war related sell-off appeared, the "buy down" strategy has been tried repeatedly.
economic reference daily
In 2021, the output value of the manufacturing end exceeded 750 billion, and many challenges remain to be solved for the new photovoltaic installed capacity or more than 75gw this year
On February 23, Wang Bohua, honorary chairman of China Photovoltaic Industry Association, said that driven by the huge reserves of photovoltaic power generation projects in China, the installed capacity of new photovoltaic power generation projects may increase to more than 75gw in 2022, about 75gw-90gw. In addition, it is estimated that from 2022 to 2025, China's average annual new photovoltaic installed capacity will reach 83gw-99gw.
Many provinces have finalized annual construction goals, and investment in emerging industries is heating up
Since this year, investment in emerging industries in many places has continued to heat up, focusing on new energy, high-end equipment, biomedicine and other fields, and the construction of a new batch of projects has been started. According to the incomplete statistics of the reporter of the economic information daily, at present, more than 20 provinces (autonomous regions and cities) have defined the annual construction plan of emerging industries, taking emerging industries as a key measure to stimulate the new driving force of economic growth, and focusing on the implementation of projects to further cultivate advantageous industrial clusters. At the same time, Henan, Anhui and other provinces launched "real gold and silver" support measures to inject more capital into emerging industries through financial funds and investment guidance funds.
