[Focus]
SASAC: by 2025, the comprehensive energy consumption of 10000 yuan output value of central enterprises will be 15% lower than that in 2020. Central bank: two “double carbon” tools have been successfully implemented, and the funds for the first batch of carbon emission reduction support tools are 85.5 billion yuan. Ministry of Commerce: 15 policies and measures in four aspects to stabilize foreign trade. Guangzhou: timely issue comprehensive subsidies for individual consumers to buy new energy vehicles. The share of RMB in global foreign reserves continued to reach an all-time high.
[highlights of China]
·On the 30th, SASAC issued a notice on printing and distributing the guiding opinions on promoting the high-quality development of central enterprises and doing a good job in carbon peak and carbon neutralization. According to the notice, by 2025, the comprehensive energy consumption of 10000 yuan output value of central enterprises will be 15% lower than that in 2020, the carbon dioxide emission of 10000 yuan output value will be 18% lower than that in 2020, the installed proportion of renewable energy power generation will reach more than 50%, and the revenue proportion of strategic emerging industries will not be less than 30%. The circular requires central enterprises to establish a green low-carbon circular industry system, build a clean, low-carbon, safe and efficient energy system, strengthen the scientific and technological breakthrough and innovative application of green and low-carbon technologies, and establish and improve the carbon emission management mechanism.
·Sun Guofeng, director of the Monetary Policy Department of the people’s Bank of China, said on the 30th that recently, the central bank has issued the first batch of carbon emission reduction support tool funds of 85.5 billion yuan to relevant financial institutions, and financial institutions have issued qualified carbon emission reduction loans of 142.5 billion yuan, a total of 2817 enterprises, driving about 28.76 million tons of carbon emission reduction.
·Zou LAN, director of the financial market department of the people’s Bank of China, said on the 30th that project M & A among real estate enterprises is the most effective market-oriented means for the real estate industry to resolve risks and realize liquidation. According to the data in recent years, nearly 500 of the existing 100000 real estate enterprises enter the judicial bankruptcy reorganization every year, which is an important way for the survival of the fittest and liquidation of the industry.
·On the 30th, the Ministry of Commerce introduced at the press conference of the state information office that 15 policies and measures were put forward from four aspects to further stabilize foreign trade around cross cycle regulation. These include strengthening fiscal, taxation and financial policy support, maintaining the basic stability of the RMB exchange rate at a reasonable and balanced level, improving the exchange rate hedging awareness and ability of foreign trade enterprises, and actively and steadily promoting RMB cross-border trade settlement; Add a number of cross-border e-commerce comprehensive pilot zones and cultivate a number of offshore trade center cities (regions); Ease the pressure of foreign trade supply chain such as international logistics; Support key industries and enterprises.
·The National Working Conference on grain and material reserves was held a few days ago. The meeting stressed the need to strengthen the coordinated guarantee of “production, purchase, storage, transportation and marketing” and do a good job in ensuring food supply and stabilizing the market; Continuously increase the national reserve strength and effectively play the role of reserve regulation.
·Li Wenxin, deputy general manager of China Railway Group, said at the 2022 National Spring Festival transportation teleconference on the 30th that the national railway is expected to send 280 million passengers in 2022, a year-on-year increase of 28.5%, 69% of the same period in 2019. In 2022, the maximum passenger transport capacity of the whole route of Spring Festival transportation will increase by more than 10% over the same period in 2019.
·According to the 14th five year plan for the development of Shanghai’s Electronic Information Industry issued by Shanghai Municipal Commission of economy and information technology, a world-class electronic information industry cluster with global influence and competitiveness will be preliminarily built by 2025. The scale of Shanghai’s electronic information industry will exceed 2.2 trillion yuan, of which the income of software and information service industry will exceed 1.5 trillion yuan.
·The Guangzhou Municipal Development and Reform Commission announced the “14th five year plan” for the innovation and development of smart and new energy vehicles in Guangzhou on the 29th, requiring that comprehensive subsidies for individual consumers to buy new energy vehicles be timely issued according to the epidemic situation, and the incentive policies after the withdrawal of subsidies be studied and issued to promote the orderly development of new energy vehicles in the private sector, Increase the proportion of individual consumers buying and using smart and new energy vehicles.
·According to the Ningbo housing provident fund management committee, from next year, families who have two or three children in accordance with the national fertility policy in Ningbo will pay the housing provident fund for two consecutive years and apply for provident fund loan for the first time to buy the first self occupied house. The maximum loan limit will be increased from 600000 yuan / household to 800000 yuan / household.
·Hebei Fengning pumped storage power station was officially put into operation on the 30th, which is the largest pumped storage power station in the world. The total installed capacity of Fengning power station is 3.6 million KW, with an annual design power generation of 6.612 billion kWh and an annual pumping power of 8.716 billion kwh, which will serve the green power supply of Beijing Winter Olympic Games.
·According to the data released by Mysteel on the 30th, China’s total screw thread inventory increased by 13900 tons month on month in the latest week, from de stocking to cumulative stocking; The demand for Chinese thread watches fell sharply by 308300 tons that week.
[International highlights]
·According to the latest “official foreign exchange reserve currency composition (Cofer)” data released by the IMF, in the third quarter, the proportion of RMB in global foreign exchange reserves rose to 2.66% from 2.61% in the second quarter of this year, ranking fifth in the world. This is also the highest level since the IMF began to publish RMB reserve assets in 2016.
·European Central Bank Management Committee Wesco said that the average inflation rate is expected to be 3% in 2022, and then gradually fall back to a level slightly below 2%. The European Central Bank will not end the debt reduction before 2023, which will maintain very favorable financing conditions for the economy.
·The UK national house price index recorded a monthly rate of 1% in December, the highest since August.
·According to the latest statistics of Agence France Presse, as of December 28, the number of new cases of covid-19 infection in the world has increased sharply in the past week, with a total of 6.55 million cases confirmed in one week, the highest record since the World Health Organization announced the covid-19 pneumonia pandemic in March 2020.
·According to the statistical report released by the Russian Ministry of economic development on the 29th, Russia’s gross domestic product (GDP) of China increased by 4.7% year-on-year in the first 11 months of this year.
– stock
·A shares: on December 30, the two markets fluctuated upward. As of the closing, the Shanghai index rose 0.62%, the Shenzhen Component Index rose 0.97% and the gem index rose 1.25%; On the disk, Yuan universe, IP realization, cloud games, digital currency, rare earth permanent magnet, in vitro diagnosis, mining industry, media and entertainment and other sectors increased, while hotel catering, organic silicon, salt lake lithium extraction, airport, vaccine cold chain, photovoltaic equipment and other sectors decreased.
· Iflytek Co.Ltd(002230) according to the interactive platform, in the field of virtual human, the company empowers the whole industry and helps developers develop relevant applications.
·Didi (Didi. US) disclosed the announcement, announcing that Zhang Yong, CEO of Alibaba group, had resigned as a director of Didi’s board of directors and appointed Yi Zhang, senior legal director of Alibaba and general counsel of Alibaba local life company, as the new director
– Bonds
·China’s bond market: affected by news factors, treasury bond futures rose at the end of the 30th and closed up across the board at the end of the day. The 10-year main force rose 0.26%, the 5-year main force rose 0.18% and the 2-year main force rose 0.09%.
– currency
·The central bank launched a 100 billion yuan reverse repurchase operation on the 30th, with a 7-day bid winning interest rate of 2.20%; In view of the maturity of RMB 10 billion reverse repurchase on that day, the open market realized a net investment of RMB 90 billion.
·Shibor fell 6.70bp to 1.2760% overnight; Shibor rose 7.10bp to 2.3210% in 7 days; Shibor rose 5.50bp to 3.1130% in 14 days.
– foreign exchange
·On December 30, the central parity rate of RMB against the US dollar was 6.3674, up 61 points. At 16:30 Beijing time, the onshore RMB closed at 6.3793 against the US dollar, down 79 points from the previous trading day.
– commodities
·China’s commodity futures market fluctuated weakly on Thursday (December 30), with active varieties rising and falling. Among them, Shanghai aluminum, pulp and stainless steel (SS) closed up 2.97%, 2.70% and 2.44% respectively, ranking among the top three in the market growth list on the same day; In addition, 10 varieties including Shanghai tin, PP and coking coal closed up more than 1%. In terms of decline ranking, the high level of liquefied petroleum gas (LPG) fell back, ending down 2.29%, leading the market; Soda ash, manganese silicon and ferrosilicon closed down 2.22%, 1.82% and 1.74% respectively, ranking second to fourth in the decline list.
[economic data and dynamics (Beijing time)]
·21:30 number of Americans applying for unemployment benefits for the first time in the week of December 25
·22:45 Chicago PMI in December
·23:30 US EIA natural gas inventory for the week of December 24
(Xinhua Finance)
