On Tuesday, December 7th, the main contents of today’s headlines are:

China Securities Journal

The central bank decided to comprehensively reduce the reserve requirement on the 15th and release about 1.2 trillion yuan of long-term funds

The people’s Bank of China announced on December 6 that it would reduce the deposit reserve ratio of financial institutions by 0.5 percentage points on December 15, 2021 (excluding financial institutions that have implemented the 5% deposit reserve ratio). The RRR reduction is a comprehensive RRR reduction, releasing a total of about 1.2 trillion yuan of long-term funds. After this reduction, the weighted average deposit reserve ratio of financial institutions is 8.4%.

Sprint three-year action “big test” at the end of the year, there are many good plays in the reorganization of state-owned enterprises

Following the establishment of China Electrical Equipment Group, with the approval of the State Council, China logistics group was listed on the 6th, and the “super giant ship” in the logistics field set sail. At the same time, the reorganization and integration of rare earth industry is ready. Industry insiders believe that with the three-year action of state-owned enterprise reform entering the assessment and evaluation period, the restructuring of state-owned enterprises is expected to accelerate at the end of the year and the beginning of the year, and the five major fields delineated by SASAC, such as transmission and distribution equipment and strategic resources, will play a lot.

Many factors support the high boom, and there are many export attractions next year

The PMI data of November released recently shows that the manufacturing PMI new order index and new export order index increased by 0.6 and 1.9 percentage points respectively month on month. The latter has reached a new high since May this year. Exports may continue to perform well in November.

Reporter’s field visit: the sales of pension financial pilot products were hot on the first day

On June 6, the first day of sales of pilot pension financial products, a reporter from China Securities Journal visited the outlets of China Construction Bank and China Merchants Bank in Shenzhen and learned that the first batch of products were popular with investors. Insiders said that the investment strategy of pension financial products is stable, and the product line will be gradually enriched in the future to meet the needs of investors for different forms of pension products.

Shanghai Securities News

The central bank comprehensively lowered the reserve requirement and released 1.2 trillion yuan of medium and long-term funds, and the orientation of prudent monetary policy remained unchanged

Landing boots. The people’s Bank of China announced on December 6 that it decided to reduce the deposit reserve ratio of financial institutions by 0.5 percentage points on December 15, 2021 (excluding financial institutions that have implemented the 5% deposit reserve ratio). After this reduction, the weighted average deposit reserve ratio of financial institutions is 8.4%.

Next year, the property market will “move forward steadily”

With the appropriate adjustment of credit policy, the transaction in the real estate market is showing a trend of recovery and stabilization. According to the China Index Research Institute and other institutions, as of the end of November, the transaction scale of new commercial housing (excluding affordable housing) in Beijing was about 860000 square meters, an increase of 23.5% month on month. In addition, according to the statistics of real estate intermediary shells, the overall trading volume of second-hand houses in 50 cities nationwide increased by about 2% month on month in November, which is also the month on month growth of trading volume for two consecutive months since October. In this regard, China Index Research and other institutions predict that the real estate industry will end in “high before low” in 2021, and is expected to maintain “steady progress” in 2022, with overall stable prices.

Chinese foreign institutions continue to be optimistic about China’s economic prospects

The Chinese Academy of Social Sciences released its latest forecast report yesterday, saying that China’s economy has generally shown a good recovery trend this year. The annual economic growth is expected to reach about 8%, which continues to be in the forefront among the world’s major economies. New achievements have been made in high-quality economic development and structural transformation and upgrading, It has laid a good foundation for realizing the main expected objectives of economic and social development in the 14th five year plan.

SASAC plans to promote the “three modernizations” supervision next year

The reporter of Shanghai Securities News learned from SASAC on December 6 that strengthening professional, systematic and legal supervision has been included in the work of the general pattern of state-owned assets supervision in 2022. Weng Jieming, deputy director of SASAC, stressed at the special promotion meeting held on the same day that strengthening the “three modernizations” supervision is not only a requirement for SASAC at all levels, but also one of the important measures to deeply implement the three-year action of state-owned enterprise reform.

securities times

The central bank cut the reserve requirement by trillion yuan, strengthened cross cycle regulation, and remained stable in monetary policy

On December 6, the central bank announced that in order to support the development of the real economy and promote the steady decline of comprehensive financing costs, it decided to reduce the deposit reserve ratio of financial institutions by 0.5 percentage points on December 15, 2021 (excluding financial institutions that have implemented the deposit reserve ratio of 5%).

The specialized reorganization of central enterprises and the establishment of China Logistics Group

The specialized reorganization of central enterprises will drop another child within the year. On December 6, the inaugural meeting of China Logistics Group Co., Ltd. was held in Beijing. At the meeting, the ownership structure of China logistics group was exposed for the first time. The reporter also learned that the newly established China Logistics Group will be positioned as a “comprehensive logistics service provider and global supply chain organizer” in the “14th five year plan” and even for a long time in the future, and focus on the development of supply chain logistics, people’s livelihood logistics, special logistics, dangerous goods logistics, industrial logistics, emergency logistics, cold chain logistics, cross-border logistics, etc.

The turnover of second-hand houses in some key cities rebounded month on month

In November, the trading volume of second-hand houses in some key cities picked up. Industry insiders believe that the second-hand housing turnover has stopped falling month on month, and there are signs of bottoming. At present, the market scale is still at a historical low, and the market repair still needs time.

Ten billion market capital does not love investment, but wanghong brokerage company is deeply worried about realization

In recent years, the MCN industry has developed rapidly, from more than 100 in 2015 to nearly 30000 in 2020, and the market scale has also increased from about 800 million yuan in 2015 to 24.5 billion yuan in 2020. However, these MCN institutions are slowly moving towards difficulties – with the rapid development of the industry, some MCN institutions have more than 100 million fans, but they are deeply in the anxiety of being unable to realize.

Securities Daily

On December 15, the deposit reserve ratio was lowered by 0.5 percentage points, releasing about 1.2 trillion yuan of long-term funds

On December 6, the people’s Bank of China announced that in order to support the development of the real economy and promote the steady decline of comprehensive financing costs, it decided to reduce the deposit reserve ratio of financial institutions by 0.5 percentage points on December 15, 2021 (excluding financial institutions that have implemented the deposit reserve ratio of 5%). After this reduction, the weighted average deposit reserve ratio of financial institutions is 8.4%.

The central bank has carried out 10 billion yuan reverse repurchase for four consecutive working days. Experts expect that MLF will continue to shrink this month under the background of RRR reduction

On December 6, in order to maintain the reasonable and abundant liquidity of the banking system, the people’s Bank of China (hereinafter referred to as the “central bank”) carried out RMB 10 billion reverse repurchase by means of interest rate bidding, and the bid winning interest rate remained unchanged at 2.2%. In view of the maturity of RMB 100 billion reverse repurchase, the central bank realized a net return of RMB 90 billion. From the perspective of the overall maturity funds of reverse repo this week, in addition to 100 billion yuan due on Monday, 100 billion yuan will still expire on Tuesday and 10 billion yuan from Wednesday to Friday.

The construction of large-scale wind power photovoltaic base projects is accelerated, and some listed companies intend to actively participate

On December 6, the reporter of Securities Daily learned that the National Energy Administration recently issued the notice on organizing the second batch of large-scale wind power photovoltaic base projects focusing on deserts, Gobi and desert areas. According to the notice, the second batch of large-scale wind power photovoltaic base projects focus on the construction in desert, Gobi and desert areas.

The resignation of public fund managers should not be exaggerated

Some people talk about the resignation of public fund managers. Opening and closing their mouths is the “tide of resignation”, and others render it more and more intense and surging. In fact, the so-called “turnover tide” only focuses on individual figures. For example, as of the end of November this year, 287 fund managers had resigned during the year; There are 3048 products of variable fund managers, and both groups of data have reached an all-time high. But if you look at the proportion of the number of separations in the base, it is not so exaggerated.

21st Century Business Herald

The second batch of wind power photovoltaic base projects have been declared to clarify the energy storage demand of “four elements” or have been boosted

According to the statistical data of China Securities Co.Ltd(601066) , by the end of November, the number of the first batch of large-scale wind power photovoltaic base projects focusing on deserts, Gobi and desert areas had reached 21, and the construction scale exceeded 55.14gw. 21st Century Business Herald reporter noted that compared with the first batch, the application requirements of the second batch of wind power photovoltaic large base projects are more perfect, and enterprises have higher application enthusiasm.

Where will the global stock market go under the tide of raising interest rates? The bull market in US stocks is expected to continue, and investors need to be vigilant against the risk of runaway inflation

Boosted by huge liquidity, the overall performance of global stock markets this year is good. With the Federal Reserve and other central mothers preparing to withdraw the stimulus policy during the epidemic, how will the market interpret next year? Overall, the agency is still optimistic about the global stock market next year. Although the Fed will gradually tighten policy, liquidity is still abundant. The Central Bank of China officially announced that it would comprehensively reduce the reserve requirement by 0.5 percentage points on December 15, releasing a stronger signal of steady growth.

China business daily

41 qualified securities companies competed in the “new track” with the implementation of the new regulations on the revenue swap business of securities companies

The regulatory system for innovative business of securities companies was further improved, and the new rules for revenue swap business were implemented. On December 3, the China Securities Association issued the measures for the administration of the revenue swap business of securities companies, which put forward normative requirements for the business of securities companies from eight aspects: strict dealer management, improving the suitability requirements of investors, strengthening the management of linked targets and strengthening risk control. The core contents of the new regulations include: the income swap business shall be licensed, shall not be linked to the net value of private equity funds, and the income swap business shall be incorporated into the risk control system of securities companies.

Setting the tone of economic work next year: six policies with stability at the top

The general direction of economic work in 2022 has been clarified. According to Xinhua news agency, the Political Bureau of the CPC Central Committee held a meeting on December 6 to analyze and study the economic work in 2022. The meeting stressed that next year’s economic work should be stable and seek progress while maintaining stability.

economic reference daily

In 2021, grain output reached a new high and remained above 1.3 trillion Jin for seven consecutive years

According to the national grain production data released by the National Bureau of statistics on December 6, the total national grain output in 2021 was 1365.7 billion kg, an increase of 26.7 billion kg or 2.0% over the previous year. The annual grain output reached a new high and remained above 1.3 trillion kg for seven consecutive years. Among them, the output of autumn grain was 1017.8 billion kg, an increase of 19.1 billion kg or 1.9% over the previous year.

Strong industrial chain and supply chain toughness escort the steady progress of China’s economy

In the opening year of the 14th five year plan, we focused on ensuring the stability of the supply chain of the industrial chain and enhancing the toughness of the supply chain of the industrial chain, A series of medium – and long-term plans have been made with precision and solid progress, providing strong support for the steady progress of China’s economy.