On Thursday, November 25th, the main contents of today’s headlines are:
China Securities Journal
Policy efforts to stabilize growth and plan for a good start in the economy next year
Recently, the signals of steady growth in all aspects have been released. Experts predict that the economy can achieve a stable start next year, and the policy is expected to further tilt towards stable growth, especially the fiscal policy can play a greater role.
Since this year, the repurchase amount of listed companies has exceeded 110 billion yuan
Since the fourth quarter, the share repurchase heat of A-share listed companies has not decreased. Data show that as of the closing on November 24, more than 900 companies have issued share repurchase announcements and implemented share repurchase this year, with a total amount of more than 110 billion yuan, including leading enterprises such as Gree Electric Appliances Inc.Of Zhuhai(000651) .
Expand the coverage of old-age insurance and vigorously develop enterprise annuity
The “opinions of the CPC Central Committee and the State Council on strengthening the work on aging in the new era” was recently released. The opinion proposes to expand the coverage of old-age insurance and gradually realize the full coverage of legal personnel of basic old-age insurance. We will vigorously develop enterprise (occupational) annuities and promote and standardize the development of the third pillar of old-age insurance.
Foreign funded institutions focus on the “national tide” plate
Since 2021, the investigation of A-share companies by foreign institutions has increased significantly. It is worth noting that the attention of foreign institutions to some emerging “national tide” companies is heating up rapidly. Since October, many well-known overseas institutions have frequently investigated “Guochao” listed companies. The traditional online Q & A can no longer meet the needs of foreign-funded institutions. More and more foreign-funded institutions emphasize “grassroots research” and conduct in-depth field visits to master sufficient first-hand information.
Shanghai Securities News
The China Banking and Insurance Regulatory Commission issued a notice on doing a good job in the “construction year of internal control and compliance management” of banking institutions, correcting the bank’s “emphasizing benefits over compliance” and reversing the “loose and soft” of internal accountability
With regard to the construction of internal control and compliance management of banks, the China Banking and Insurance Regulatory Commission released strong regulatory signals, pointing directly at the problems such as the poor implementation and deployment of major decisions by banking institutions, the renovation of regulatory arbitrage means, and the “loose and soft” internal accountability.
We will strengthen the work of aging in the new era, issue important opinions, actively cultivate the silver economy, and encourage all localities to develop characteristic aging industries
The “opinions of the CPC Central Committee and the State Council on strengthening the work on aging in the new era” was authorized by Xinhua News Agency yesterday. The opinions proposes to encourage all localities to make use of their resource endowment advantages to develop characteristic aging industries with comparative advantages. Make overall use of existing capital channels to support the development of aging industry.
The State Council plans to improve the management of special bonds of local governments
Premier Li Keqiang chaired an executive meeting of the State Council on November 24 to deploy and improve the management of local government special bonds, optimize the use of funds and strictly supervise funds; Determine measures to further promote the direct settlement of medical expenses across provinces and places, so as to further facilitate people to see doctors and use drugs nearby.
Concept speculation hot growth main line callback A-share market now “seesaw” effect
Yuan Yuzhou, rare earth permanent magnet and other theme stocks continued to “jump red” yesterday, Baijiu and finance as the representative of the value recovery line also showed some help, and helped to push the Shanghai stock index return to 3600 points. The gem refers to the weak shock affected by the callback of the new energy sector, and the concept speculation and high boom track show an obvious “seesaw” effect.
securities times
The State Council plans to improve the management of special bonds of local governments
Premier Li Keqiang chaired an executive meeting of the State Council on November 24 to deploy and improve the management of local government special bonds, optimize the use of funds and strictly supervise funds; Determine measures to further promote the direct settlement of medical expenses across provinces and places, so as to further facilitate people to see doctors and use drugs nearby.
The CPC Central Committee and the State Council issued the opinions on strengthening the work on aging in the new era
On November 24, the CPC Central Committee and the State Council issued the opinions on strengthening the work on aging in the new era, implemented the national strategy to actively respond to population aging, strengthened the work on aging in the new era, and improved the sense of acquisition, happiness and security of the majority of the elderly. The opinions put forward that we should actively cultivate the silver economy and develop industries suitable for the elderly. Commercial insurance institutions are encouraged to develop health insurance products for the elderly on the premise of controllable risk and commercial sustainability.
China Banking and Insurance Regulatory Commission: accelerating the improvement of internal control and compliance management weaknesses
On November 24, the China Banking and Insurance Regulatory Commission (CIRC) issued the notice on continuing to do a good job in the “construction year of internal control and compliance management” of banking institutions. The circular pointed out that all banking institutions should focus on risk loopholes and speed up the completion of weaknesses in internal control and compliance management.
Not bad! More than 160 independent directors of 68 companies arrived immediately
The judgment of Kangmei pharmaceutical case has aroused the market’s attention to the trend of independent directors of listed companies. By combing the announcement of listed companies, the reporter of the Securities Times found that a number of independent director candidates are taking office according to the process.
Securities Daily
US dollar index US bond yields both rose, and the RMB exchange rate came out of the independent market and showed resilience
Since May this year, the US dollar index has continued to fluctuate and rise. Data show that after hitting the second low of 89.54 on May 25, the US dollar index began to rebound. The recent growth trend is more rapid. On November 17, the dollar index once broke through the 96 mark and fell slightly. On November 19, it broke through the 96 mark again, and the intraday highest rose to 96.2526 On November 23, the dollar index rose to an intraday high of 96.62, a new high for the year. On November 24, as of press time, the dollar index also had an intraday low of more than 96 and a high of 96.60.
Iron ore prices pick up just oversold repair? Industry insiders expect that the price rise trend is difficult to reproduce
Iron ore once again shows the characteristics of strong price elasticity. After the main iron ore contract closed up 7.81% on the afternoon of November 23, it rose 1.97% to close at 594 yuan / ton on the same night; As of the closing on November 24, the main iron ore contract rose again by 5.84% to close at 616.5 yuan / ton, up 107 yuan since the lowest point of 509.5 yuan / ton on November 19, with a cumulative increase of 21% in just four trading days.
The deviation between brokerage performance and valuation may be a major reason for intensive refinancing
2021 has become the first year for the differentiation of securities companies’ stock market. This year’s securities companies seem to have a little personality. They are no longer a swarm of general ups and downs, and the role of “bull market flag bearer” has gradually weakened. As of press time, the average decline of A-share brokerage stocks during the year was 17.12%.
The issuance of public funds has encountered a “cold winter”. Since the fourth quarter, 37 public funds have announced the postponement of raising
Since the fourth quarter, the number of new funds issued and the scale of initial offering have decreased sharply, 37 new funds announced the extension of the raising period, and the number of failed cases of raising during the year also increased to 30.
people’s daily
Deeply understand and grasp the employment problem, and promote the realization of fuller and higher quality employment
Employment is the biggest livelihood, and stabilizing and expanding employment is an important goal of macro-control. In recent years, profound and complex changes have taken place in the internal conditions and external environment of China’s development, which has brought certain challenges to employment. The meeting of the Political Bureau of the CPC Central Committee stressed: “we should ensure and improve people’s livelihood, strengthen the employment priority policy, and do a good job in the employment of key groups such as college graduates”. The CPC Central Committee calls for doing a good job in the “six stabilities” and taking “stabilizing employment” as the primary goal of doing a good job in the “six stabilities”. This highlights the important position of doing a good job in employment and achieving employment goals in economic and social development and macro-control.
21st Century Business Herald
“Bull flag bearer” ready to go? The seller sang more about the “smart money” layout of brokerage stocks and the winner of the cross-year market
Securities stocks that have been callback for a long time have recently become the object of capital allocation and attention. According to the 21st Century Business Herald reporter, recently, some institutions have begun to layout the securities business sector, mainly the head securities companies with better transformation of wealth management business and some high-speed growth internet securities companies.
Qiaoshui China’s new products raise 8 billion a week, and the scale of foreign private equity asset management ushers in the blowout period?
“I didn’t expect a foreign private placement product to raise 8 billion yuan.” Wang Qiang (a pseudonym), head of a wealth management institution in China, told reporters with emotion. The foreign private placement products he mentioned are equity private placement products with qiaoshui (China) Investment Management Co., Ltd. (hereinafter referred to as qiaoshui China) as the investment consultant and China Resources trust as the manager. Although it has set a one-year closed period and the subscription starting point reaches 2 million yuan, and the investment strategy is an all-weather enhancement strategy, the fund-raising amount of this product has reached about 8 billion yuan in just one week. It is rumored that a product consignment bank has raised 3 billion yuan in only half a day.
China business daily
Why do Internet companies choose “away” to start litigation? This study gives the answer
Intellectual property related judicial decisions in the Internet field, even if the plaintiff is an “away” lawsuit, also show the characteristics of high winning rate, indicating that the intellectual property judgment scale of local courts is balanced and unified, and there is no protection of special regions, enterprises or industrial types.
How will oil prices go in the future
Recently, the United States announced the release of 50 million barrels of crude oil from the strategic oil reserve (SPR), and cooperated with countries such as India, Japan, South Korea and the United Kingdom to release the strategic reserve. Analysts said that with the rise of oil prices, major oil consuming countries are facing greater inflationary pressure. However, 32 million barrels of 50 million barrels of crude oil are actually “long-term crude oil loans” that need to be repaid. The SPR release plan of the United States does not increase additional supply to the market, but only advance the long-term supply to the short-term, so the effect is not as good as the market expected.
economic reference daily
Finalization of the task book for aging work in the new era: improve the elderly care service system and actively cultivate the silver economy
On November 24, the opinions of the CPC Central Committee and the State Council on strengthening the work on aging in the new era were issued. The opinions put forward requirements from the aspects of improving the elderly care service system, improving the health support system for the elderly, promoting the social participation of the elderly, striving to build an elderly friendly society, and actively cultivating the silver economy.
National Standing Committee: deploy and improve the management of special bonds of local governments
Premier Li Keqiang chaired an executive meeting of the State Council on November 24 to deploy and improve the management of local government special bonds, optimize the use of funds and strictly supervise funds; Determine measures to further promote the direct settlement of medical expenses across provinces and places, so as to further facilitate people to see doctors and use drugs nearby.