On Tuesday, November 23rd, the main contents of today's headlines are:
China Securities Journal
The consumer market is gradually recovering. Food and beverage companies welcome the test of "price and volume"
Since October, some listed food and beverage companies have raised product prices under cost pressure. China Securities Journal reporter recently found that the consumer market has gradually recovered, but the terminal demand has not yet turned prosperous. Most companies "want to say no" to raise the price of products. Many companies are hesitant about whether to raise the price, and the price increase range of the raised price is far less than that of the cost increase. How to find a balance between "price" and "quantity" has become a big test in front of these companies.
The quoted interest rate in the loan market remained unchanged for 19 consecutive months
The adjustment of individual statements in the monetary policy implementation report in the third quarter of 2021 has triggered some market participants' conjectures about the relaxation of monetary policy. However, on November 22, the quoted interest rate (LPR) of the new loan market was released. The two varieties with one-year and five-year maturities were flat with the previous period, which had remained unchanged for 19 consecutive months.
National Development and Reform Commission: the coal storage of the power plant is expected to exceed 150 million tons, far exceeding the level of previous years
The national development and Reform Commission said on November 22 that according to the current coal supply level, the coal storage of power plants in China is expected to exceed 150 million tons by the end of November, far exceeding the level of previous years and basically consistent with the level of the same period last year. The good coal supply and demand situation will be further consolidated and the coal supply guarantee capacity in winter will be significantly improved.
General Office of the State Council: further strengthen the rescue and assistance to small and medium-sized enterprises
On November 22, the general office of the State Council recently issued the notice on Further Strengthening the rescue and assistance to small and medium-sized enterprises, which made it clear to increase the rescue financial support to help enterprises cope with the pressure of rising raw material prices and rising logistics and labor costs. Further promote tax reduction and fee reduction, and study the timely introduction of continuation policies after the expiration of some preferential policies for enterprises. Flexible and accurate use of a variety of financial policy tools to strengthen the "drip irrigation" of small and medium-sized enterprises.
Shanghai Securities News
When Li Keqiang presided over the Symposium for the main heads of some local governments on the economic situation, he stressed that the introduction of economic policies should proceed from reality and avoid adopting sports and rash one size fits all measures
On November 22, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, presided over a symposium of key leaders of some local governments in Shanghai to analyze the economic situation and study and do a good job in economic and social development.
The State Council Office issued the notice on Further Strengthening the rescue and assistance to small and medium-sized enterprises to study and timely introduce the continuation policies after the expiration of some preferential policies for enterprises
The general office of the State Council recently issued the notice on Further Strengthening the rescue and assistance to small and medium-sized enterprises, which proposed to further strengthen the rescue and assistance to enterprises in terms of increasing the rescue fund support, further promoting tax reduction and fee reduction, reduce the burden on enterprises and help them tide over the difficulties.
Industrial production picked up rapidly in many places, and high-tech manufacturing grew significantly
In the fourth quarter, positive changes have taken place in the local industrial economy. The reporter of Shanghai Securities News found that in October, the year-on-year growth rate of industrial added value in more than half of China's provinces picked up compared with the previous month, and the growth rate of industrial production in Guangdong, Shaanxi, Hubei, Tianjin and other places changed from negative to positive. The production of high-tech manufacturing industry has been significantly accelerated and its supporting role has been continuously strengthened. It has become the main engine driving industrial economic growth.
The "gate opening" of perpetual bonds of insurance enterprises is imminent, and capital replenishment will add new channels
The people's Bank of China and the China Banking and Insurance Regulatory Commission recently issued the notice on matters related to the issuance of non fixed term capital bonds by insurance companies (Draft for comments), which defined the detailed rules for the issuance of non fixed term capital bonds (perpetual bonds) by insurance companies. This means that insurance companies are about to usher in the "opening" issuance of sustainable bonds, and the "blood supplement" of small and medium-sized insurance enterprises will add new channels.
securities times
Li Keqiang: macro policies should effectively ensure the stable operation of the economy
On November 22, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, presided over a symposium of key leaders of some local governments in Shanghai to analyze the economic situation and study and do a good job in economic and social development.
Don't take tax evasion as an example of tax avoidance
Yesterday, the tax department of Hangzhou, Zhejiang Province announced that the two head network anchors would be fined 65.5531 million yuan and 27.6725 million yuan respectively for tax evasion, collection of overdue fines and doubling of fines.
The State Council supports small and medium-sized enterprises to enhance their competitiveness and deepen the reform of the new third board
Yesterday, the office of the leading group for promoting the development of small and medium-sized enterprises of the State Council issued several measures to enhance the competitiveness of small and medium-sized enterprises to strengthen accurate and effective policy support, create a good development environment, promote the innovation and professional development of small and medium-sized enterprises, and enhance the competitiveness of small and medium-sized enterprises. The "several measures" specify that we should deepen the reform of the new third board, give full play to the role of Beijing stock exchange in serving small and medium-sized enterprises, and create a main position for serving innovative small and medium-sized enterprises.
Qianhai promotes three supporting policies to promote the reform and development of the expanded area
New Qianhai has another big move! Following the official announcement of the plan for comprehensively deepening the reform and opening up of Qianhai Shenzhen Hong Kong modern service industry cooperation zone, Qianhai authority intensively issued a series of special support policies on November 22 to further promote the implementation of the plan and promote the development of Qianhai.
Securities Daily
LPR was flat for 19 consecutive months. Expert: it is unlikely to reduce MLF interest rate during the year
Wang Qing, chief Macro Analyst of Dongfang Jincheng, said that since the second half of the year, the LPR quotation has remained stable, which shows that the monetary policy adheres to the key tone of stability, pays attention to the targeted force through structural policy tools such as small refinancing and carbon emission reduction support tools, and focuses on increasing support for weak links of the national economy under the background of controllable downward pressure on the economy, We will promote structural reform.
170 companies with guaranteed amount exceeding net assets dance on the tip of the knife
High guarantee is common. For listed companies, too high guarantee rate is like the "sword of Damocles" hanging over their heads. During the interview with the reporter of Securities Daily, listed companies are reluctant to talk about this topic. After all, it is "not a good thing".
Investigate and deal with the tax evasion of the webcast anchor to prevent the "negative herding effect" of the live broadcasting industry
According to the data, it is estimated that by 2023, the scale of China's live e-commerce market will reach 1659.4 billion yuan. The head anchor has entered the ranks of high-income groups. If he is allowed to evade taxes, it is likely to form a "herd effect", resulting in a large loss of national taxes and endangering the benign ecology of the industry. The author believes that the investigation and punishment of network anchor tax evasion shows the "keeping pace with the times" of tax supervision. Timely supervision of taxpayers under new business forms will help purify the tax environment and promote the healthy development of new business forms.
Implementation of R & D expenditure capitalization AB side: Jiangsu Hengrui Medicine Co.Ltd(600276) is it in line with the industry or under pressure due to performance?
On November 20, Jiangsu Hengrui Medicine Co.Ltd(600276) announced that it decided to change the estimation of the capitalization time point of R & D expenditure to make the measurement of R & D expenditure more in line with the actual situation of the company.
people's daily
The regulations on the administration of groundwater will come into force on December 1 to strengthen the conservation, protection and pollution prevention of groundwater
The regulations on groundwater management will come into force on December 1, 2021. What issues does the Ordinance focus on? What are the institutional arrangements? At the regular policy briefing of the State Council held by the State Council Information Office on November 22, relevant heads of the Ministry of water resources and the Ministry of justice answered.
21st Century Business Herald
The "winter supply defense war" under the cold wave: how to open the "protection supply" of vegetables, fruits and pigs in many places?
Another round of cold wave is coming. This round of cold wave has a wide range, affecting more than 20 provinces in China, and has an adverse impact on transportation, agriculture, urban operation and energy supply.
This year, the issuance scale of local bonds will exceed a record high of 7 trillion, and the quota in 2022 is expected to be issued in advance
Statistics show that as of November 21, local bonds issued a total of 6.75 trillion this year, a record high. Considering that hundreds of billions of new special bonds have not been issued, the scale of local bond issuance will exceed 7 trillion this year. Considering the new downward pressure on the macro economy, the new local debt quota in 2022 is expected to be issued in advance.
China business daily
International inflationary pressure continues, and China has become a "stabilizer" of global prices
This year, the main economic indicators, especially inflation, continued to exceed expectations. The contraction of supply had a profound impact on economic growth, prices and the trend of capital market. At the same time, it once aroused the market's concern about the risk of "stagflation".
"Mustard" Baijiu liquor? The food industry has raised prices passively or upgraded actively
Shortly after the price increase was announced, Chongqing Fuling Zhacai Group Co.Ltd(002507) attracted the attention of consumers because of a "sky high price" Mustard gift box. In this regard, Chongqing Fuling Zhacai Group Co.Ltd(002507) told first finance and economics that this is the gift mustard category launched a few years ago, which is also the business card of Chongqing Fuling Zhacai Group Co.Ltd(002507) . In the fourth quarter, the price rise tide in the food industry has lasted for some time. Food enterprises such as Sanquan Food Co.Ltd(002216) , Chongqing Fuling Zhacai Group Co.Ltd(002507) , Chen Ke Ming Food Manufacturing Co.Ltd(002661) , Snowsky Salt Industry Group Co.Ltd(600929) , Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) , Fu Jian Anjoy Foods Co.Ltd(603345) , Chacha Food Company Limited(002557) , Foshan Haitian Flavouring And Food Company Ltd(603288) have announced product price increases, and the food sector has also continued to rise in recent days. At present, the market pays more and more attention to the overall profitability of manufacturers and even the industry.
economic reference daily
Macro policies should effectively ensure the smooth operation of the economy, take reform and opening up as the driving force, and stimulate the vitality of market players
On November 22, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, presided over a symposium of key leaders of some local governments in Shanghai to analyze the economic situation and study and do a good job in economic and social development.
Actively cultivate international consumption center cities and accelerate the upgrading of consumption quality
At present, China's cultivation and construction of an international consumption center city has stepped into the fast lane, and the work tasks of each city have made precise efforts from the dimensions of international popularity, consumption prosperity, business activity, accessibility and policy guidance. In the next step, to truly build an international consumption center city with global influence, competitiveness and reputation, we also need to focus on the agglomeration of international consumption resources and brands, build the international consumption center city into an important international exchange platform, and strengthen the international communication of Chinese culture, Chinese consumption brands and Chinese consumption fashion, Make the international consumption center city a stage where Chinese and foreign consumption complement each other.
