On Friday, November 19th, the main contents of today’s headlines are:
China Securities Journal
The expectation and confidence of foreign investment in China are stable, and the absorption of foreign investment is expected to achieve double-digit growth this year
Shu jueteng, spokesman of the Ministry of Commerce, said at a regular press conference of the Ministry of Commerce on the 18th that since the beginning of this year, China’s absorption of foreign capital has achieved rapid growth and the results are better than expected. In the absence of special circumstances, it is expected that the annual absorption of foreign investment will achieve double-digit growth and achieve the goal of stabilizing foreign investment throughout the year.
The issuance of special bonds is expected to meet the “small peak” and the quota may be issued in advance next year
China Securities Journal reporter learned from authoritative channels that recently, many places have intensively prepared special bond projects, and the issuance is expected to speed up significantly in the second half of November. Experts believe that the amount of special bonds next year may be issued in advance.
The whole scene of digital RMB development covers the welcome machine of industrial chain companies
From the offline daily consumption scenario of the initial pilot to the entrance of public affairs, e-commerce platform and government affairs, the digital RMB pilot application is moving towards the goal of full scenario coverage. With the expansion of digital RMB application, relevant companies in the industrial chain are also gearing up. Many listed companies have continued R & D investment in security certification, circulation, front-end payment and other chains, and have successively implemented relevant functions.
The participation of the third batch of centralized land supply double rise real estate enterprises can be expected to improve
Recently, Xiamen natural resources and Planning Bureau issued an announcement on the centralized supply of the third batch of land, and 14 commercial and residential land will be sold on December 8 and 9. In addition to Xiamen, since the end of October, Wuxi, Suzhou, Chengdu, Jinan and other cities have announced the third batch of centralized land supply plans. Compared with the second batch of centralized land supply, the supply of the third batch of centralized land supply in many cities has been significantly enlarged and the quality of plots has been improved.
Shanghai Securities News
The first batch of Beijing stock exchange theme funds purchased from 1 yuan are on sale today
The first eight theme funds of the Beijing stock exchange were officially put on sale on November 19. According to the fund prospectus and offering announcement, the first batch of Beijing stock exchange theme funds have a single initial offering limit of 500 million yuan, with a minimum subscription of 1 yuan. Industry insiders believe that, compared with individuals directly participating in the transactions of the Beijing stock exchange, the “double reduction” can be achieved through public funds and other products: first, reduce the threshold and only need 1 yuan to participate; Second, reduce the risk of holding a single stock.
The State Council agreed to adjust and implement the two laws and regulations in the new port area
On November 18, the State Council issued the reply on agreeing to temporarily adjust and implement the provisions of relevant administrative regulations in the new port area of China (Shanghai) pilot free trade zone. According to the reply, the State Council agrees to temporarily adjust and implement the relevant provisions of the regulations of the people’s Republic of China on international shipping and the regulations of China on the administration of waterway transportation in the New Lingang area from now until December 31, 2024.
Policy support for promoting the development of offshore international trade continues to increase
At the regular press conference of the Ministry of Commerce on November 18, Shu Jue Ting, spokesman of the Ministry of Commerce, said that the next step will focus on supporting local development of offshore trade from three aspects: first, optimizing financial services and encouraging banks to improve the audit ability of complex businesses; Second, support local governments to establish offshore trade coordination mechanism and information platform; Third, strengthen the cultivation of offshore trade enterprises, support local governments to optimize the business environment, and provide good market conditions and public services for enterprises to carry out offshore trade.
The new energy sector has been continuously increased by institutions
The structural market is a remarkable feature of the trillion transaction of A-Shares this year. Yesterday, although the trend of most industry sectors was sluggish, the main line of new energy still rose sharply against the trend. From the dragon and tiger list released by the exchange after hours, the new energy sector is undoubtedly the first choice for the purchase of institutional funds in the near future.
securities times
Send two documents a day to accelerate the improvement of the antitrust management system
According to the State Administration of market supervision, the guidelines for overseas antitrust compliance of enterprises and the antitrust guidelines of the antitrust Commission of the State Council on the field of APIs were recently released. The State Administration of market supervision said that the guidelines summarized and combed the relevant legal systems and practices in other jurisdictions, providing a useful reference for enterprises to understand the basic requirements of overseas antitrust compliance. The guide focuses on strengthening antitrust supervision in the field of API and preventing and stopping monopoly behavior.
Ensure the capital demand for clean utilization of coal and help the smooth transition of low-carbon transformation
After the people’s Bank of China launched the carbon emission reduction support tool last week, the executive meeting of the State Council held this week also decided to set up a special refinancing of 200 billion yuan to support the clean and efficient utilization of coal, and targeted support for the green comprehensive utilization of coal resources such as intelligent mining and clean heating. Carbon emission reduction support tools are used to focus on supporting clean energy, energy conservation and environmental protection and carbon emission reduction technologies, and do not include clean and efficient utilization of coal. Therefore, the establishment of new refinancing tools can complement carbon emission reduction support tools and form a joint force to jointly promote the smooth transition of China’s low-carbon energy transformation.
7th anniversary of connectivity: A-Shares are more “value” and Hong Kong shares are more “technology”
As the world’s first two-way opening-up model of capital markets, the interconnection mechanism between the mainland and Hong Kong securities markets has recently celebrated its seventh anniversary. In 2014, Li Xiaojia, then chief executive of the Hong Kong stock exchange, and GUI Minjie, then chairman of the Shanghai Stock Exchange, drew the prototype of the Shanghai Hong Kong stock connect on the napkin of the teahouse, and realized the interconnection of Hong Kong shares and A-Shares under capital control with the closed loop of the Hong Kong Stock Exchange and zhongdeng settlement.
Ministry of Commerce: the effect of absorbing foreign investment in the first October was better than expected
On November 18, Shu jueteng, spokesman of the Ministry of Commerce, said in response to reporters’ questions at a regular press conference that since this year, China’s absorption of foreign investment has achieved rapid growth and the results are better than expected. In the absence of special circumstances, it is expected that the annual absorption of foreign investment will achieve double-digit growth and achieve the goal of stabilizing foreign investment throughout the year.
Securities Daily
Greater efforts will be made to implement the combined tax reduction and fee reduction measures in due time. Experts predict that the scale is expected to exceed 500 billion yuan
Premier Li Keqiang said at the world economic forum special dialogue on global entrepreneurs on November 16 that he would stabilize the macroeconomic operation, adhere to not engaging in “flood irrigation”, continue to formulate and implement macro policies based on the needs of market subjects, and timely introduce and implement more intensive combined tax and fee reduction measures. Some experts predicted to reporters that the scale of greater combined tax reduction and fee reduction will exceed 500 billion yuan.
200 billion yuan of special refinancing was issued to support clean and efficient utilization of coal
Special refinancing has added new members. The recently held executive meeting of the State Council decided to set up another 200 billion yuan of special refinancing to support the clean and efficient utilization of coal on the basis of the early establishment of financial support tools for carbon emission reduction, so as to form a policy scale and promote green and low-carbon development.
Since November, commodity prices have fallen seriously, and leading enterprises have responded positively
Since the fourth quarter, commodity prices have declined significantly. Industry experts said that multiple factors such as supply and demand, global liquidity and policies caused this round of commodity prices to fall. This will accelerate the elimination of companies with backward production capacity, highlight the competitive advantages of leading enterprises, and listed companies need to make good use of futures tools to deal with commodity price risks.
125 listed companies were intensively investigated by institutions concerned about the energy storage track
With the launch of the “double carbon” policy, the energy storage industry has stood on the wind, and the relevant listed companies have received close attention. According to the data, as of November 18, 125 companies such as Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) , East Group Co.Ltd(300376) have been asked questions related to energy storage in institutional research since the second half of the year, with a total of more than 440 question and answer records and 527 research times.
people’s daily
Boosting high-quality development with digital transformation (new theory)
During the 34th collective study of the Political Bureau of the CPC Central Committee, Xi Jinping General Secretary stressed that “developing the digital economy is a strategic choice to grasp the new opportunities of a new round of scientific and technological revolution and industrial reform”, “promote the deep integration of digital technology and the real economy, enable the transformation and upgrading of traditional industries, give birth to Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) new business forms and new models, and constantly strengthen, optimize and expand China’s digital economy”. This has pointed out the direction and provided important guidance for us to vigorously develop the digital economy.
21st Century Business Herald
National vegetable prices are still high, and pork prices have risen for five weeks. How can CPI go?
Liu Xuezhi, senior researcher of the macroeconomic and Policy Department of the development research department, said in an interview with the reporter of the 21st Century Business Herald that the impact of fresh vegetable prices on CPI is temporary and seasonal. With a large number of fresh vegetables on the market, prices will fall; Pig prices are experiencing a bottoming rebound stage, and CPI may gradually rise in the future.
The prosperity of the textile industry declined slightly in the third quarter, and the order profits of enterprises both fell
Recently, the China Textile Industry Federation released data showing that the prosperity index of China’s textile industry in the third quarter was 58.7, down 6.7 points from the second quarter. The decline of the textile industry in the third quarter was mainly affected by the complex and severe international environment, the impact of China’s epidemic and flood, the continuous rise of raw material prices, the shortage of energy and power and other factors. Under the influence of various factors, many Chinese textile and garment enterprises are facing the dual pressure of declining orders and declining profits.
China business daily
In the fourth quarter, the fiscal power underpinned the economy, and the rhythm of next year is expected to be ahead
The downward pressure on the economy has increased, and the cross cycle adjustment of macro policies has been done well. The fiscal policy is in force in the fourth quarter, and the fiscal policy is expected to be in advance next year. The active fiscal policy will be intensively in the future to ensure that the economy is stable in a reasonable range.
How far is the large shipping ship with large carbon emission from “zero carbon”
According to the data of the International Maritime Organization (IMO) in 2020, the global shipping industry has emitted more than 1 billion tons of greenhouse gases such as carbon dioxide, methane and nitrous oxide every year. Among them, carbon dioxide emission is absolutely dominant, up to 98%. The carbon emission of shipping industry accounts for nearly 3% of the total emission of human activities in the world. The shipping industry, which drives 90% of Global trade activities, is now facing a more severe test of “decarbonization”.
economic reference daily
Further efforts to stabilize the economy at the end of the year
The opening year of the 14th five year plan has entered the closing season, ensuring the smooth completion of the annual economic objectives and tasks, and escorting the smooth start of the economy next year, which has become the highlight of the current macroeconomic work. The reporter of economic information daily learned that in the critical window period of sprinting to stabilize the economy at the end of the year, the policy signal of strengthening efforts to stabilize macroeconomic operation was further strengthened.
The impact of the US infrastructure bill on the economy remains to be seen
The US Congress has finally voted to pass a bipartisan infrastructure investment bill with a total amount of about $1 trillion. This is the second major economic legislative achievement made by the Biden administration since the US Congress approved the US $1.9 trillion economic rescue plan in March this year. However, compared with the initial proposal, the investment scale of the infrastructure bill has shrunk significantly, and it mainly focuses on traditional infrastructure projects, which has failed to effectively respond to climate change. At the same time, the infrastructure investment cycle is long and the effect is slow, and its role in boosting the economy remains to be seen.
