February 28th (Monday), the main contents of today’s headlines are:
China Securities Journal
Steady growth will continue, and the economy will sail in 2022
The national two sessions will be held in 2022, and steady growth has become a hot topic of concern. Experts said that under the “triple pressure” on China’s economic development, stable growth needs to play a key role of investment and consumption to play a basic role in escorting the giant ship of China’s economy.
Sunrise Jianghua Yangtze River Delta economy steady start
The reporter went to Shanghai, Jiangsu, Zhejiang and other places to investigate and found that in this land with developed economy and active innovation, enterprises make early efforts, seize opportunities, grasp the start, rush to spring and play the “resonance song of forge ahead”. Walking in the Yangtze River Delta, in the chilly spring and cold, cities, industrial parks and listed companies are surging with construction upsurge everywhere. Projects thrive, and the tenacity and vitality of China’s economy continue to show here.
Behind the number of A-share investors exceeding 200 million, the market reform has made rapid and steady progress, and the protection of rights and interests has been strengthened day by day
According to the news released by China’s settlement day, since the breakthrough of 150 million in March 2019, the number of A-share investors has been growing, reaching 200087 million by February 25, 2022. The six years of investors’ running admission are also the six years of rapid development of the A-share market and continuous improvement of the basic system. While the number and total market value of listed companies continue to grow in the market, reform measures such as the establishment of the Beijing stock exchange and the science and innovation board and the implementation of the new securities law are gradually implemented, and all parties pay more attention to the protection of investors’ rights and interests.
In 2021, the report card of bank financial management was bright, and the market scale reached 29 trillion yuan, and net worth products accounted for more than 90%
The report shows that by the end of 2021, the scale of bank financial management market has reached 29 trillion yuan, a year-on-year increase of 12.14%; A total of 47600 new financial products were issued throughout the year, raising 122.19 trillion yuan of funds and creating nearly 1 trillion yuan of income for investors. Among them, the survival scale and proportion of fixed income financial products show an upward trend. At the same time, it is expected that the distribution of financial products will be dominated by experts, and the follow-up products will be gradually enriched
Shanghai Securities News
Complete the handling of proposals proposed by the national two sessions in 2021 with high quality. CSRC: run the proposals proposed by the two sessions well and promote the high-quality development of the capital market
According to the news released on the official website of the CSRC, the CSRC has completed the handling of proposals proposed by the two sessions of the country in 2021 with high quality. The CSRC undertook 228 motions and suggestions of deputies to the National People’s Congress and 150 motions of members of the National Committee of the Chinese people’s Political Consultative Conference in 2021, and the number continued to grow rapidly.
Zhou Yanli: it is suggested to strengthen the top-level design and incorporate the insurance system into the three-time distribution framework system
On the eve of this year’s meeting of the National Committee of the Chinese people’s Political Consultative Conference (CPPCC) and the China Insurance Regulatory Commission, the vice chairman of the CPPCC said that he would submit a proposal on the construction of the long-term insurance system to the former CPPCC National Committee and the China Insurance Regulatory Commission to accept the proposal of the National Committee of the Chinese people’s Political Consultative Conference Broaden enterprise financing and other issues related to the national economy, and put forward a series of thoughts.
The number of investors in the securities market exceeded 200 million
On the evening of February 25, China Securities Depository and Clearing Co., Ltd. released the latest data as of that day, and the number of investors in the securities market has reached 200008700. After exceeding 100 million for the first time in early 2016, the scale of investors doubled in only six years. As the “foundation of the capital market”, the large increase in the number of investors has expanded the market capacity, continuously enhanced the market vitality and rapidly expanded the institutional strength. At the same time, this is also the result of the increasingly optimized market ecology and the increasing protection of investors in recent years.
How powerful is the US and Europe in kicking some Russian banks out of the swift “financial nuclear bomb”?
One analyst said that the expression of “financial nuclear weapons” was exaggerated. Due to the low proportion of Russia in the global trading system and the “de dollarization” in recent years, this measure has a limited impact on Russia and global finance. By the end of 2021, the total amount of long-term bonds held by Russia in the United States was only US $6.331 billion, including US government bonds of US $5.415 billion and US corporate bonds and stock assets of less than US $1 billion
Securities Times
The “temperature difference” outside China needs to be reduced
Recently, regulatory actions focusing on resource protection and promoting supply chain and industrial chain security have been continuously promoted. At present, coal and iron ore prices have been “beaten” in the short term, which is significantly lower than the high level of the year. At the same time, the problems of asynchronous prices at home and abroad and imperfect pricing mechanism have surfaced again. The data show that under the background of the obvious cooling of the Chinese market, the overseas Platts index and the iron ore swap of the Singapore Exchange are still “high”, and the “temperature difference” between inside and outside is large.
The effectiveness of the reform is highlighted, and the upgrading of bank financial management is in progress
Since the formal introduction of the new asset management regulations in 2018, China has continued to carry out comprehensive and in-depth reforms in the field of asset management. The regulatory authorities continue to promote uniform standards for similar asset management products, establish and improve systems and rules, and effectively protect the legitimate rights and interests of investors. The newly released annual report of Bank Of China Limited(601988) financial management market (2021) shows the effectiveness of the reform in the field of asset management.
Around “nickel” at the right time? QDII “via” layout of Russian assets
Stimulated by the tension between Russia and Ukraine, the expected rise in the price of resource products provides QDII fund managers with possible investment opportunities. Data show that by the end of 2021, QDII fund managers’ investment in Russian assets had all pointed to assets listed and traded outside Russia. Different from investing in India and Vietnam, the public offering QDII has not directly entered the Russian securities market.
The bond yield continues to decline, and the bond market may enter a wide credit verification period
The risk-free interest rate represented by ten-year Treasury bonds has accelerated downward since the end of 2021. According to the data of China bond research and development center of the Central Clearing Company, in January 2022, the yield of 10-year Treasury bonds decreased 8bp to 2.6997% compared with the end of last month; Compared with the end of last month, the yield of 30-year treasury bond decreased by 6BP to 3.2718%
Securities Daily
Since the beginning of the year, 56 listed companies have issued 136 hedging announcements, and 36 have clearly participated in Chinese commodity futures
In recent years, the enthusiasm of listed companies to participate in futures hedging has been further improved. The reporter combed the announcement of A-share listed companies and found that as of February 27 this year, 56 listed companies had issued 136 announcements on participating in futures hedging. According to the unified calculation of the exchange rate ratio shown in the announcement (1:6.45 of US dollar to RMB), the total amount of funds to participate in the transaction is as high as 43.538 billion yuan.
The number of investors exceeded 200 million, and investor protection became a national issue
On February 25, the official website of China Clearing announced that “since the breakthrough of 150 million in March 2019, the number of investors has been growing, reaching 200087 million by February 25, 2022.” The figure of 200 million is not only a result, but also a pressure. It is urgent to further consolidate the popularity of the securities market. Many trends show that with the continuous expansion of investor groups, investor protection is becoming a national issue.
In the first two months, more than 877.5 billion yuan of new special bonds were issued, and the “approval in advance” was completed
This year’s fiscal policy is appropriately advanced, and the special bonds of local governments are an important starting point. Statistics show that in the first two months of this year, the issuance scale of new special bonds will reach 877.5 billion yuan. At the same time, some regions have completed the amount of special bonds issued in advance, and the construction of major projects has received strong financial support.
The fund’s new income gradually weakens and lies in the past
In the eyes of investors, playing new has always been a steady business, and almost all new shares can usher in ultra-high growth on the first day of listing. However, at present, the new income space is shrinking, “lying and winning” has become a thing of the past. According to statistics, since the beginning of this year, the performance of public funds as institutional investors has been equally average. According to the new income data in January calculated by Hang Seng Qianhai fund, taking the fund products with a scale of 200 million yuan as an example, the monthly new income rate of class a investors is 0.45%, lower than that of last year
people’s daily
Work together to promote one green development and build one belt, one road.
By the end of 2021, China’s installed capacity of renewable energy power generation had reached 1.063 billion kilowatts, accounting for 44.8% of the total installed capacity of power generation. Hydropower, wind power, photovoltaic, nuclear power under construction and other indicators remained world leaders. One belt, one road, is to accelerate the development of clean and low-carbon industries. Meanwhile, through the support of technology, capacity building and advisory services, China will help build the “one belt and one road” country and region to develop clean energy industry and continuously injecting Dynagreen Environmental Protection Group Co.Ltd(601330) into local development.
first finance
GDP of 41 cities in the Yangtze River Delta: 8 cities exceed trillion, and Jiangsu accounts for 6 of the top 10
The Yangtze River Delta, which accounts for about 1 / 4 of the country’s GDP, has all its 41 cities’ 2021 transcripts. The year-on-year growth rate of GDP of three provinces and one city in 2021 exceeded 8%; Among the 41 cities, 18 cities ranked among the top 50 cities in terms of GDP in China. At the same time, the total output value of manufacturing industry in three provinces and one city shows a steady growth trend, and manufacturing industry is still one of the key tasks this year.
How is the net worth transformation of bank financial management progressing? Clearing of 4 trillion breakeven products
The 4 trillion principal guaranteed financial management was cleared, and the proportion of net worth was close to 93%. The rectification task of bank financial management business in the transition period was basically completed. According to the analysis of some institutions, with the increase of standardized assets of financial products and the acceleration of sales channels, bank financial management is expected to usher in a new era of both quantity and quality in 2022
economic reference
Comprehensive promotion of transportation carbon reduction and hot investment in green infrastructure
As one of the key areas of carbon emission, the green and low-carbon transformation of transportation has been comprehensively promoted. The reporter learned that the action plan for green and low-carbon development of highway and waterway transportation has been formulated. It is worth noting that the investment in green and low-carbon transportation infrastructure is hot, and relevant plans are put forward in many places. Rail transit and charging and exchange facilities have become highly concerned tracks, and the market space in the future can be expected.
The benefits of the new round of service industry rescue will be concentrated
It is reported that since 14 departments jointly put forward 43 relief measures, the Ministry of Commerce, the Ministry of culture and tourism and other departments are stepping up their deployment. For industries with special difficulties in catering, retail, tourism and other service industries, in addition to HP’s targeted and targeted policy gifts such as fiscal and tax relief and financial support, which are expected to speed up the “sacking”, more special supporting policies will be proposed to help enterprises tide over difficulties and resume development, so as to ensure that enterprises enjoy policy dividends as soon as possible.
