Express delivery of important policy messages affecting the market on December 27

The central bank’s working meeting in 2022: promoting a virtuous circle and healthy development of the real estate industry

The working conference of the people’s Bank of China in 2022 was held by video on the morning of December 27. Guided by the thought of socialism with Chinese characteristics in the new era, the meeting deeply studied and implemented the spirit of the Sixth Plenary Session of the 19th CPC Central Committee and the central economic work conference, summarized the main work in 2021, analyzed the current situation and deployed the work in 2022. Yi Gang, President of the people’s Bank of China, and Guo Shuqing, Secretary of the Party committee, attended and spoke at the meeting. Chen Yulu, pan Gongsheng, fan Yifei, Liu Guiping and Liu Guoqiang, members of the CPC Committee and vice presidents of the people’s Bank of China, and Xu Jiaai, member of the CPC Committee and head of the discipline inspection and supervision team of the Central Commission for Discipline Inspection and the State Supervision Commission in the people’s Bank of China, attended the meeting.

Ministry of Finance: make preparations for the pilot of real estate tax

On December 27, the national financial work conference was held in Beijing. When summing up the financial work in 2021, the conference said that we should make good preparations for the pilot of real estate tax. In late October this year, the Standing Committee of the National People’s Congress authorized the State Council to carry out pilot real estate tax reform in some areas. One of the contents is the specific measures for the pilot real estate tax formulated by the State Council. Relevant persons in charge of the Ministry of Finance and the State Administration of Taxation then publicly said that they would draft the pilot measures for real estate tax (Draft) in accordance with the authorization of the Standing Committee of the National People’s Congress, and make preparations for the pilot according to procedures.

Development and Reform Commission: build Jiangsu coastal new energy industry cluster and accelerate the construction of 10 million KW offshore wind power base

On December 27, the national development and Reform Commission issued the Jiangsu coastal area development plan (2021-2025) to plan the medium and long-term industrial development in Jiangsu coastal areas. In terms of energy infrastructure, the NDRC has set targets for the construction of oil and gas pipelines, power transportation, wind power photovoltaic industry, nuclear power and other facilities in the region. Looking forward to the future, Jiangsu coastal areas will promote the construction of bases and transfer centers for basic energy such as oil, gas and coal, focus on the development of renewable energy such as wind power, and build a new energy industry base with global influence. The national development and Reform Commission pointed out that the coastal areas of Jiangsu should strengthen the planning and layout of power supply points and power and oil and gas transmission channels, and coordinate the construction of offshore wind power, coastal LNG reception, coal transit, storage and transportation and nuclear power bases.

Ministry of agriculture and rural areas: take expanding soybean oil production as a major political task that must be completed next year

On December 27, the national meeting of directors of agricultural and rural departments was held in Beijing. Guided by the thought of socialism with Chinese characteristics in the Xi Jinping new era, the conference comprehensively implemented the spirit of the 19th National Congress of the Communist Party of China and all previous plenary sessions of the 19th National Congress of the Communist Party of China, implemented the deployment requirements of the central economic work conference and the central rural work conference, summarized the agricultural and rural work in 2021, studied and deployed the key work in 2022. Tang Renjian, director of the central agricultural office, Secretary of the Party group and Minister of the Ministry of agriculture and rural areas, attended the meeting and delivered a speech. The meeting stressed the need to conscientiously implement the spirit of the important speech and important instructions of the general secretary of Xi Jinping , adhere to the leadership of stability and seek progress in stability, firmly adhere to the two bottom lines of ensuring national food security and preventing large-scale return to poverty, solidly and orderly promote the key work of rural development, rural construction and rural governance, and greet the victory of the 20th CPC National Congress with outstanding achievements.

Rumors triggered a sharp decline in the power grid sector Sinolink Securities Co.Ltd(600109) emergency rumor refutation: not our view

In response to the online news that the so-called Sinolink Securities Co.Ltd(600109) analyst said that “the country will no longer promote the whole network, and the investment in distribution network will decline”, the Sinolink Securities Co.Ltd(600109) responded to the reporter of the financial associated press that this view is not the view of the Sinolink Securities Co.Ltd(600109) Institute. Guojin Research Institute believes that after the implementation of the green power trading mechanism, the investment enthusiasm of operators can be greatly improved by effectively improving the rate of return, hedging the operation risk of high cost of investment or purchasing peak shaving capacity, and vigorously promoting the rapid development of new energy.

National Informatization Plan for the 14th five year plan: moderately advance the deployment of the next generation intelligent facility system

On December 27, the central network security and Information Technology Commission issued the national information technology plan for the 14th five year plan. Focusing on development goals, the plan has deployed 10 major tasks from eight aspects. Among them, efforts should be made to consolidate the construction level of digital infrastructure, deploy the task of building a ubiquitous Zhilian digital infrastructure system, appropriately deploy the next-generation intelligent facility system in advance, and deepen the digital and intelligent transformation and upgrading of public facilities. We should give full play to the value of data elements, deploy the task of establishing an efficient data element resource system, improve the enabling role of data elements, lead and create new demand, form a strong market in China and promote the construction of a new development pattern.

The State Council agrees in principle with the 14th five year plan for marine economic development

The implementation of the plan should be guided by the thought of socialism with Chinese characteristics in the Xi Jinping new era, deeply implement the spirit of the 19th National Congress of the Communist Party of China and all previous plenary sessions of the 19th CPC, adhere to the general tone of seeking progress while maintaining stability, based on the new development stage, fully, accurately and comprehensively implement the new development concept, build a new development pattern, promote high-quality development, and take deepening the supply side structural reform as the main line, With reform and innovation as the fundamental driving force and meeting the people’s growing needs for a better life as the fundamental goal, adhere to the system concept, better coordinate development and security, optimize the spatial layout of the marine economy, accelerate the construction of a modern marine industrial system, strive to improve the independent innovation capacity of Marine Science and technology, coordinate the protection and development of marine resources, and safeguard and expand China’s marine rights and interests, Smooth land sea connection, enhance maritime strength, follow the development path of enriching countries by sea, strengthening countries by sea, harmony between people and sea, and win-win cooperation, and accelerate the construction of a maritime power with Chinese characteristics.

China cancels restrictions on the proportion of foreign shares in passenger car manufacturing

Further deepen the opening of manufacturing industry. In the field of automobile manufacturing, the restrictions on the proportion of foreign shares in passenger car manufacturing and the establishment of two or less joint ventures producing similar vehicle products in China by the same foreign investor shall be abolished. In the field of radio and television equipment manufacturing, the restrictions on foreign investment in the production of satellite television broadcasting ground receiving facilities and key parts shall be abolished and managed in accordance with the principle of consistency between domestic and foreign investment. This revision has cleared the manufacturing items in the negative list of the pilot free trade zone. The pilot Free Trade Zone explores to relax the access of service industry. In the field of market research, except that the radio and television listening and viewing investigation must be controlled by the Chinese party, the restrictions on foreign investment access shall be abolished. In the field of social investigation, foreign investment in social investigation is allowed, but the Chinese share ratio is required to be no less than 67%, and the legal representative shall have Chinese nationality.

The lithium salt price rise tide opened the quotation of 300000 yuan / ton, and the transaction institution predicted that the annual performance of 10 shares would increase rapidly

Lithium price rise tide opens. Recently, lithium mining enterprises in Western Sichuan and other places came the news of price increase. Lithium salt exceeded 200000 yuan / ton, directly hit 250000 yuan / ton, and even lithium enterprises received an offer of 300000 yuan / ton. Some business personnel of lithium enterprises said that the current market is very hot, and it takes minutes to clinch a deal with 300000 yuan / ton. In addition, driven by downstream demand, lithium salt supply is insufficient, and upstream enterprises basically do not execute long orders. Lithium salt enterprises predict that “next year’s concentrate will usher in the most scarce moment.”

Baidu first meets in the yuan universe, Robin Li said China welcomes AI gold for ten years.

Baidu’s first meta universe product “xirang” was officially tested by users today. At today’s Baidu Creat2021 conference, Baidu chairman Robin Li appeared in a mobius ring shaped planet, “he”. He disclosed the latest development of a series of AI fields, including mass production, the first set of cars, and 5 million AI talents training in the next 5 years in 2023. Robin Li’s “digital man” also showed his own experience of visiting the space station. In his opinion, in the era of “man-machine symbiosis”, China has ushered in a golden decade of AI. Subsequently, Kip Thorne, the Nobel Prize in physics on the other side of the ocean, also appeared in it, wearing the same black turtleneck and white suit as when he came to China for an interview three years ago.

December 27 China Central Television News broadcast financial content collection

The central economic work conference proposed that to comprehensively promote rural revitalization, we should put the improvement of comprehensive agricultural production capacity in a more prominent position, and the Chinese people’s rice bowl should be firmly in their own hands at all times. How to implement this requirement? Let’s see the reporter’s exclusive interview with Tang Renjian, director of the central agricultural office and Minister of agriculture and rural areas. This year, China’s agricultural and rural economy is stable and improving, and the per capita income of farmers is expected to exceed 18000 yuan. We will comprehensively promote rural revitalization and achieve a good start. Tang Renjian said that next year, we should firmly hold the two bottom lines of ensuring national food security and preventing large-scale return to poverty, and continue to consolidate the “ballast stone” for agriculture, rural areas and farmers.

 

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