March 1st (Tuesday), the main contents of today’s headlines are:
China Securities Journal
Xi Jinping presided over the 24th Meeting of the Central Committee for comprehensively deepening reform, emphasizing accelerating the construction of world-class enterprises and strengthening the training of talents in basic disciplines
General secretary of the CPC Central Committee, President of the state, chairman of the Central Military Commission and director of the central comprehensive Deepening Reform Commission Xi Jinping 2 on the afternoon of February 28, presided over the 24th Meeting of the central comprehensive Deepening Reform Commission, deliberated and adopted the guiding opinions on accelerating the construction of world-class enterprises and the implementation opinions on promoting the high-quality development of Inclusive Finance Opinions on strengthening the cultivation of talents in basic disciplines and guiding opinions on promoting state-owned enterprises to create the source of original technology.
China’s economic aggregate and per capita level will achieve new breakthroughs in 2021
“New breakthroughs have been made in the total economic output and per capita level.” Sheng Laiyun, deputy director of the National Bureau of statistics, said on February 28 that in 2021, China successfully overcame multiple challenges such as the epidemic and flood situation, forged ahead in adversity, steadily improved its economic strength, social productivity and comprehensive national strength, deepened reform, opening up and innovation, continuously improved people’s well-being, and achieved a good start in the 14th five year plan.
The growth track welcomes the “golden opportunity” of the east wind
In the past few months, “steady growth” is an investment keyword recognized by most institutions, and the market focus is basically biased towards the undervalued sector, but the recent growth stock market has obviously warmed up. Market participants said that the market is in the repair period of risk appetite, which is conducive to the performance of growth stocks.
Yang Changcheng, member of the National Committee of the Chinese people’s Political Consultative Conference and chief economist of Shenwan Hongyuan Group Co.Ltd(000166) Securities Research Institute, suggested promoting the transformation of residents’ savings into investment through policy adjustment
As an important platform for optimizing resource allocation, the capital market plays a key role in the operation of the financial system, and plays a pivotal role in promoting capital formation, scientific and technological innovation and the development of the real economy
Shanghai Securities News
The statistical bulletin of national economic and social development in 2021 released a number of new breakthroughs in China’s economy in 2021
The statistical bulletin on national economic and social development in 2021 was released yesterday. The communique shows that the national economy will reach a new level in 2021. New breakthroughs have been made in China’s total economic output and per capita level, industrial upgrading has taken a rapid and steady step, the manufacturing industry is moving towards medium and high-end, the demand structure continues to improve, Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) new products are growing rapidly, and high-level opening-up is also advancing in depth.
Hard technology leaders lead the scientific innovation board, and the performance of 2021 is steadily rising
90% of the company’s revenue increased, and a number of hard science and technology leaders led the development of the whole industrial chain; The net profit of 55 companies doubled, and the “epidemic” of hard core war and green development activated the driving force of scientific innovation; Six unprofitable companies are expected to pick “U” at the time of listing, highlighting the inclusiveness of the science and Innovation Board… In 2021, the overall performance of the science and Innovation Board continued to grow at a high rate, reflecting the potential and vitality of China’s scientific and technological innovation enterprises from one side.
Business opportunities of “counting from the east to the west” surged, and listed companies raced around the land
Li Bin, deputy director of Ningxia Zhongwei cloud computing and big data Development Bureau, has been busy recently. Since the official launch of the “counting from the east to the west” project, two or three companies have come to Zhongwei for research every day, hoping to join the construction of Zhongwei computing power hub node in Ningxia, and there is an endless stream of people for telephone consultation and communication. On February 14, Ningxia issued the implementation opinions on promoting the development and application of big data industry
Strong risk aversion in overseas markets and weakening A-share disturbance
On Monday, the situation in Russia and Ukraine continued to affect the nerves of the global capital market. Although the negotiation process between Russia and Ukraine was gradually promoted, the risk aversion of overseas funds was still strong. The prices of gold and crude oil rose again yesterday, while the equity market was depressed. The futures contracts of the three major indexes of US stocks fell collectively at night, and the opening of the Moscow stock exchange in Russia was postponed
Securities Times
The reform of “innovation” system of Beijing stock exchange should be implemented as soon as possible
Sui Qiang, general manager of the Beijing stock exchange, said recently that the Beijing stock exchange will actively study, demonstrate and promote the implementation of suggestions such as introducing market value placement, improving code preparation and improving the quality of information disclosure. This means that the long-awaited market value placement “innovation” mode of the Beijing stock exchange is expected to be officially launched.
Supervision and guidance fund companies to suspend the declaration of pension target funds under three years
The 100 billion level pension target fund market has ushered in major changes. The reporter of the securities times learned exclusively from the industry that recently, the regulatory authorities gave window guidance to some fund companies to guide fund companies to suspend the declaration of pension target funds under three years, and the approval of declared products will also be suspended because the holding period is too short, which violates the original intention of pension target funds to encourage investors to hold for a long time and pursue the long-term steady appreciation of pension assets.
Ministry of industry and information technology: boost effective investment in manufacturing and expand consumer demand
On February 28, the Information Office of the State Council held a press conference to introduce the promotion of the smooth operation, quality improvement and upgrading of industry and informatization. Xiao Yaqing, Minister of the Ministry of industry and information technology, said at the meeting that the Ministry of industry and information technology will promote small and medium-sized enterprises to work hard on “specialization and innovation”. This year, the Ministry of industry and information technology plans to cultivate about 3000 national specialized and special new “little giant” enterprises, and drive the provinces to cultivate about 50000 specialized and special new “small and medium-sized enterprises.
The property market “xiaoyangchun” warmed up, and the trading volume of second-hand houses picked up in many places
Under the influence of loose credit and local supportive policies, the transaction activity of many second-hand housing markets increased rapidly after the Spring Festival. Industry insiders expect that in the later stage, with the maintenance of credit support, the follow-up of local “stabilizing the property market” policies, the growth of potential supply and demand and the improvement of market expectations, the market is likely to have a “little sunny spring” from March to April
Securities Daily
Pay equal attention to supervision and law enforcement and risk prevention and control, strive for progress while maintaining stability, and promote the reform of the whole market registration system
With the upcoming two sessions of the National People’s Congress and the National People’s Congress, the reform of the registration system has also become a hot topic of concern for the representatives and members. Experts interviewed by the reporter believe that to promote the reform of the whole market registration system, we should balance the relationship between “stability” and “progress”, and it is very important to achieve “progress while stability”. At the same time, we should take the reform of the registration system as the main line, do a good job in the construction of supporting systems such as letter phi, trading and delisting, compact the responsibilities of intermediaries, continue to promote the improvement of the quality of listed companies, “zero tolerance” to crack down on violations of laws and regulations, and accelerate the formation of a market mechanism for the survival of the fittest.
The “Shanghai plan” adds an important stroke to the deep reform of the capital market
Recently, the “Shanghai plan on strictly cracking down on illegal securities activities according to law” was printed and distributed. The “Shanghai plan” stipulates seven aspects and 26 specific implementation measures, including special law enforcement actions against various violations in the registration system of the science and innovation board in due time, and key law enforcement in the field of investment banking business.
The long and short sides competed around the 100 yuan oil distribution pass, and China’s beans and oil sector suffered a setback
With the changing geopolitical situation, the futures price of Brent crude oil hovers around the $100 / barrel mark, with bulls and bears intertwined. Under the influence of internal and external market linkage, the overall trend of China’s commodity futures market shows differentiation characteristics, among which the beans and oil sectors suffered setbacks. On February 28, the futures price of Chinese beans and oil varieties once led the decline of Shenzhen Agricultural Products Group Co.Ltd(000061) sector; The black commodities represented by coal deviate from the futures price trend of industrial products represented by crude oil; In addition, the overall pressure of precious metals fell during the period.
Algorithm management regulations are implemented today to curb “killing” from three aspects
The regulations on the administration of Internet information service algorithm recommendation (hereinafter referred to as the regulations) jointly issued by the state network information office and other four departments has officially come into force today. The regulations specify that the application of algorithm recommendation technology refers to the use of algorithm technologies such as generation and synthesis, personalized push, sorting and selection, retrieval and filtering, scheduling and decision-making to provide information to users
21st Century Business Herald
Electrolytic water hydrogen production equipment has a broad market prospect of 700 billion yuan and looks beautiful. It still needs time to change space
Hydrogen production from electrolytic water is the most potential green hydrogen energy supply mode in the future. Therefore, under the background of “double carbon”, hydrogen production from electrolytic water has become a hot topic in the market.
The Ministry of industry and information technology plans to focus on steady growth in 2022: supporting the high growth of new energy vehicle industry and supporting the construction of Beijing Shanghai data exchange
“This year, we should place steady industrial growth in an important position and strive to boost the industrial economy. In particular, we should go all out to achieve a smooth succession in the first quarter and promote the smooth operation of the industrial economy.” On February 28, Xiao Yaqing, Minister of industry and information technology, said at the “press conference on promoting the smooth operation, quality improvement and upgrading of industry and information technology” held by the state information office
people’s daily
China’s economy has a bright prospect of high-quality development
According to the 2021 statistical bulletin on national economic and social development released by the National Bureau of statistics on February 28, China’s GDP increased by 8.1% over the previous year and an average growth of 5.1% over the two years, ranking among the top among the world’s major economies; The economic scale exceeded 110 trillion yuan, reaching 114.4 trillion yuan, ranking the second largest economy in the world. In the face of multiple challenges such as the complex international environment, covid-19 pneumonia and extreme weather, China’s national economy has continued to recover and its development level has reached a new level, which fully shows that China’s high-quality economic development has bright prospects
first finance
Last year, China increased funding for basic research, which amounted to 16.6 billion
Basic research and applied basic research are like the “squat run-up” of scientific and technological innovation, which determines how far scientific and technological innovation can jump, and talents in basic research disciplines are the key to scientific and technological innovation activities.
Demand surged and prices hung upside down, making every effort to alleviate the shortage of natural gas supply
Affected by the recent price rise, snowfall and cooling and other factors, there is a shortage of natural gas supply in some parts of China. However, various sources show that the relevant shortage problem has been alleviated
economic reference
A-share ecological transition on the second anniversary of the implementation of the new securities law
Two years have passed since the formal implementation of the new securities law. Insiders pointed out that since the implementation of the new securities law, with the promotion of the reform of the registration system, the ability of the capital market to serve the real economy, especially to support innovation, the illegal cost of the market has been significantly increased, the quality of information Phi has been continuously improved, the protection of investors has been continuously strengthened, and the ecology of the whole capital market is undergoing fundamental changes.
The industrial economy stabilized and rebounded, and multiple strategies were taken to promote a smooth succession in the first quarter
In January this year, the production and sales of new energy vehicles increased by 1.3 times and 1.4 times respectively year-on-year; The average daily output of key coal enterprises reached 7.44 million tons, a year-on-year increase of 1.8%; The development index of small and medium-sized enterprises rebounded for three consecutive months; The medium and long-term loans of new enterprises have increased year-on-year for the first time since July last year… Xiao Yaqing, Minister of industry and information technology, said at the press conference of the state information office on February 28 that the industrial economy continued to stabilize and recover in the first two months of 2022, especially with the steady growth of industry, various policies and measures took effect, boosting the industrial economy and achieving phased results.
