On Monday, December 13th, the main contents of today's headlines are:
China Securities Journal
Next year's economic work will be stable and seek progress while maintaining stability, and the policy force will be appropriately advanced
Han Wenxiu, deputy director of the office of the central financial and Economic Commission, said at the "2021-2022 China economic annual conference" on December 11 that "stability" is the most prominent keyword of the central economic work conference. Next year's economic work should be "steady and seek progress while maintaining stability". All regions and departments should shoulder the responsibility of stabilizing the macro economy. All parties should actively introduce policies conducive to economic stability and carefully introduce policies with contraction effect. The policy force should be appropriately advanced, and strive to achieve a stable start and good development of the economy next year.
SASAC: study and introduce policies and measures conducive to the central government's stabilizing growth
The Party committee of SASAC held an enlarged meeting on December 11 to seriously convey and study the spirit of the central economic work conference and study and implement measures in combination with the actual situation of state-owned assets and state-owned enterprises. The meeting stressed that we should take promoting the high-quality and stable growth of state-owned central enterprises as the primary goal, and study and introduce policies and measures conducive to the stable growth of central enterprises. Decisive battle to win the three-year action of state-owned enterprise reform and ensure that the main task of the three-year action of state-owned enterprise reform is completed before the 20th National Congress of the Communist Party of China. We will accelerate the optimization of the layout and structural adjustment of state-owned capital and focus on the main responsibilities and industries. Scientifically implement the requirements of carbon peak and carbon neutralization, actively pay attention to the clean and efficient utilization of coal, and go all out to ensure energy supply.
Automatic driving is gradually approaching, and the heroes compete for a trillion track
In early December, Shenzhen was still warm, and the streets downstairs of Dajiang headquarters of Weixin software technology park were crowded with cars. "In the future, automatic driving will become the standard of cars like lights and rearview mirrors." Xie Tiandi, head of Dajiang vehicle market, told China Securities Journal that the automatic driving industry is still a blue ocean, and more scenes are needed for commercialization.
Northward funds increased their positions on a large scale, and the cross-year market is getting better and better
Last week, the A-share market became more and more active, and heavyweights continued to strengthen. The northbound capital, which has always played a leading role in the market style, increased its position in the A-share market by nearly 50 billion yuan last week, and the weekly net inflow reached a record high.
Shanghai Securities News
Seven policy combinations escort the overall situation of stable development, and experts and scholars talk about "stability first and seeking progress in stability"
The word "stability" was mentioned 25 times in the news draft of the central economic work conference in 2021. "Making progress while maintaining stability" is not only the general tone of economic work next year, but also a key word for observing China's economic policies and judging the trend of economic operation next year. In an interview with the Shanghai Securities News, experts and scholars said that seeking progress while maintaining stability is the right choice to size up the situation. All parties should unify their thoughts and actions with the central government's judgment and decision-making deployment of the economic situation, concentrate on practical work, and promote long-term stable and high-quality economic growth.
The first voluntary delisting insurance intermediary market-oriented exit mechanism is gradually diversified
Recently, an enterprise named "Jiangsu Huawei Insurance Agency Co., Ltd." announced its voluntary withdrawal from the insurance agency market. This is also the first insurance intermediary in China to announce its voluntary withdrawal from the market. Previously, the reasons for the cancellation of the license by insurance intermediaries included: cancellation according to law, failure to apply for renewal after the expiration of the license, etc.
Broaden securities sources, stimulate the vitality of securities lending business, and reshape the market competition pattern
Compared with the financing business of up to trillion yuan, the development of securities lending business in A-share market lags behind. As of December 9, the balance of securities lending in Shanghai and Shenzhen stock markets was 119.8 billion yuan, and the financing balance was 172.5 billion yuan.
Shanghai stock exchange held a bond investment and financing fair for industrial enterprises
Recently, the Shanghai stock exchange held the "industrial enterprise bond investment and financing fair". Nearly 20 invited industrial enterprises, institutional investors and securities companies discussed the situation faced by the development of industrial bond market, the pain points and difficult problems existing in the development, solutions and future development direction.
securities times
State Council Office: fully build a modern cold chain logistics system in 2035
On December 12, the general office of the State Council issued the "14th five year plan" for the development of cold chain logistics. The plan puts forward the phased development objectives of cold chain logistics in 2025 and 2035. We should form a "four horizontal and four vertical" national cold chain logistics backbone channel network connected internally and externally. Encourage cold chain logistics enterprises to optimize and integrate resources, expand service network, cultivate leading cold chain logistics enterprises and improve market concentration through merger, reorganization and strategic cooperation. Expand the investment and financing channels of cold chain logistics enterprises, encourage banking financial institutions to increase financing support for qualified cold chain logistics enterprises and improve supporting financial services.
Gradually narrow the wealth gap in high-quality development
Common prosperity is the essential requirement of socialism and an important feature of Chinese modernization. Since the second half of this year, research topics such as connotation understanding and income distribution around the issue of "common prosperity" have been widely discussed by all sectors of society. How to correctly understand the connotation of common prosperity? How to do a good job in income distribution? What is the significance of the property tax hotly discussed by all walks of life for promoting common prosperity? Recently, the reporter of the securities times had a dialogue with Gao Peiyong, vice president of the Chinese Academy of Social Sciences and party secretary of the University of the Chinese Academy of Social Sciences, to deeply explore the path to common prosperity.
"Discount promotion group" in Shenzhen new house market
At the end of the year, real estate enterprises were busy accelerating the return of funds, and various promotion means emerged one after another. Last year was still very lively, and even the new housing market in Shenzhen, where many projects are "difficult to fight new", is very different this year. There are more and more members of the "discount promotion group".
Mao index and Ning combination compete on the same stage. Who is better at the two tracks?
The bottom of Wuliangye Yibin Co.Ltd(000858) rebounded, and the share price of Kweichow Moutai Co.Ltd(600519) returned to 2000 yuan. It seems that it will take some time for the market value of Contemporary Amperex Technology Co.Limited(300750) to exceed Kweichow Moutai Co.Ltd(600519) . After a long correction, the Mao index has rebounded slightly since December and outperformed the market.
Securities Daily
The individual income tax deduction in 2022 will be confirmed, and the tax payment method of the year-end bonus will be changed
Individual income tax deduction is related to people's "money bag". Recently, on the hot topic section of the home page of the personal income tax app, there was a new "confirmation of special additional deduction in the next year", and the tax department shouted to the taxpayer to confirm the relevant deduction information.
The top-level design of "table matching" in the reform of registration system has been steadily promoted
"Fully implementing the stock issuance registration system" is one of the objectives put forward in the 14th five year plan and the long-term goal outline of 2035, and the registration system is a well deserved "key point" in the deepening reform of the capital market ecosystem. The central economic work conference held in Beijing from December 8 to December 10 required that "we should pay close attention to the pilot of comprehensive reform of market-oriented allocation of factors and fully implement the stock issuance registration system".
"Keeping the word steady and seeking progress while maintaining stability" set the tone of next year's economic work policy
"Stability" is the most prominent keyword of this year's central economic work conference. " On December 11, Han Wenxiu, deputy director of the office of the central financial and Economic Commission, said at the "2021-2022 China economic annual conference" hosted by the China Center for international economic exchanges that 25 words "stability" appeared in the press release of the central economic work conference. In short, next year's economic work should "take the lead in stability and strive for progress while stability". All sectors should actively introduce policies conducive to economic stability and carefully introduce policies with contraction effect. The policy force should be appropriately advanced, and strive to achieve a stable start and good development of the economy next year.
Insurance companies invested nearly 500 billion yuan in "real estate" during the year, selling real estate stocks and buying real estate
In the view of insurance enterprises, the intensive reduction of real estate stocks may be related to the stricter supervision of the real estate market, the rise of credit risk, and the obvious impact of individual insurance enterprises on the debt default of real estate enterprises; The reason why insurance capital increases its investment in real estate is inseparable from its characteristics of "matching the duration of insurance capital, crossing the economic cycle, resisting decline and anti inflation".
people's daily
We will improve the modern tax system and further deepen the reform of tax collection and management
The 14th five year plan and the long-term goal outline for 2035 put forward: "deepen the reform of tax collection and management system, build smart tax and promote the modernization of tax collection and management." Deepening the reform of tax collection and management is an important content of improving the modern tax system, involving the adjustment of the relationship between the government and the market, and plays a positive role in improving the socialist market economic system. In March this year, the general office of the CPC Central Committee and the general office of the State Council issued the opinions on further deepening the reform of tax collection and management (hereinafter referred to as the opinions), which made a comprehensive deployment for deepening the reform of tax collection and management. Implementing the central decision-making and deployment and deeply promoting the reform of tax collection and management are of great significance to improve the modern tax system, create a market-oriented, legalized, international business environment and better serve the development of market players.
China business daily
Seek progress while maintaining stability and set the tone. New measures will be taken to deal with the "triple pressure" in economic work next year
The central economic work conference was held in Beijing from August 8 to 10, Xinhua reported. The meeting made comprehensive arrangements for economic work in 2022 and released many new signals. These new formulations are: the policy force should be appropriately advanced; Fiscal and monetary policies should be coordinated and linked, and cross cyclical and counter cyclical macro-control policies should be organically combined; We will implement a new policy of tax reduction and fee reduction, and moderately advance infrastructure investment. In some specific areas, it includes realizing the transformation from "dual control" of energy consumption to "dual control" of total carbon emission and intensity.
In December, seven companies were filed for Fujian Start Group Co.Ltd(600734) reorganization due to violation of letter phi, and the critical period of reorganization was frustrated
By the end of the year, a number of listed companies were investigated by the CSRC on suspicion of violating laws and regulations. On the evening of December 10, Fujian Start Group Co.Ltd(600734) (600734. SH), which is in the critical period of reorganization, announced that the company had received the notice of filing a case from the CSRC. The CSRC decided to file a case against the company because it was suspected of illegal information disclosure.
economic reference daily
In 2022, the word "stability" will take the lead, and the seven policies outline the economic priorities of the whole year
The central economic work conference was held in Beijing from December 8 to 10. Overall, this year's central economic work conference outlined the focus of next year's economic work with seven major policies and five correct understandings and grasps, "stability" is the most prominent keyword. The meeting demanded that next year's economic work should be stable and seek progress while maintaining stability, that all regions and departments should shoulder the responsibility of stabilizing the macro economy, that all parties should actively launch policies conducive to economic stability, and that the policy force should be appropriately advanced. Industry insiders interviewed by the reporter of the economic information daily said that next year's policy will focus on stabilizing the macro-economic market, maintaining the economic operation in a reasonable range, and promoting the rational growth of economic volume and the steady improvement of quality.
The two-way fluctuation of exchange rate is still the norm
Last week, northbound funds set a weekly net purchase record of 48.8 billion yuan, and the net purchase amount during the year has exceeded 400 billion yuan, an increase of nearly 95% compared with last year. Industry insiders said that at present, the pressure of RMB appreciation has been reduced. It is expected that the RMB exchange rate will continue to fluctuate in both directions in the future and remain at a reasonable and balanced level as a whole. With the orderly progress of the high-level opening-up of China's capital market to the outside world, there is still a large growth space for foreign capital to hold Chinese assets in the future.