Macro strategy Daily: next year’s monetary policy will be reflected in three “stabilities” and continue to implement accurate policies

Asset performance and capital changes:

China’s top five commodity gains and losses: crude oil 4.33%, low sulfur fuel 3.99%, fuel 3.57% and lpg3 35%、PVC2. 98%; Dynamic coal – 2.55%, glass – 1.67%, iron ore – 1.41%, coke – 1.39%, coking coal – 1.01% precipitation capital inflows and outflows top five (100 million yuan): crude oil 5.32, Shanghai copper 3.76, asphalt 1.58, pvc1 31. Hujin 1.21; Screw thread -3.92, hot coil -2.17, iron ore -1.40, coke -0.62, Shanghai nickel -0.42 plate precipitation capital inflow and outflow (100 million yuan): nonferrous metals 16.53, energy and chemical industry 15.13, Shenzhen Agricultural Products Group Co.Ltd(000061) 3.42, precious metals 0.96, black building materials -8.92

Important news and economic data:

Yi Gang, governor of the central bank, said that in 2022, the central bank will further enhance the ability of financial services to the real economy. Specifically, it is mainly reflected in three “stabilities”: first, the total amount of money and credit has increased steadily. Second, the financial structure has been steadily optimized. Third, the comprehensive financing cost decreased steadily.

Eight departments including the Ministry of industry and information technology jointly issued the intelligent manufacturing development plan for the 14th five year plan. It is proposed that by 2025, most manufacturing enterprises above Designated Size will realize digital networking, and the backbone enterprises in key industries will initially apply intellectualization. According to the “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) industrial development plan issued by the 15th department, by 2025, it will become the source of global Siasun Robot&Automation Co.Ltd(300024) technological innovation, a high-end manufacturing agglomeration and a new highland of integrated application, Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue will increase by more than 20% annually, and the Siasun Robot&Automation Co.Ltd(300024) density of manufacturing industry will double.

Japan’s unemployment rate in November was 2.8%, both expected and previous values were 2.7%. Japan’s industrial output in November increased by 5.4% year-on-year from the initial value, and is expected to increase by 2.9%, with the previous value falling by 4.1%; The month on month increase was 7.2%, the expected increase was 4.8%, and the previous value increased by 1.8%. Risk tip: transmission of Omicron mutant virus

 

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