On Thursday, January 6th, the main contents of today’s headlines are:

China Securities Journal

The “seed players” of Beijing stock exchange are sufficient, and securities companies cultivate high-quality projects

In 2022, the overall market of the Beijing stock exchange continued its upward momentum. The Beijing stock exchange was opened on November 15, 2021. So far, 82 listed companies have gathered, with a total market value of 261.9 billion yuan. “In the general direction of building the main position of service innovative small and medium-sized enterprises, cooperate with all forces to continue to consolidate the good start of the Beijing stock exchange.” In its new year’s speech, Beijing Jiaotong exchange said.

Multi sectoral intensive deployment and clear direction of steady growth

Recently, several ministries and commissions have intensively deployed policies related to steady growth in 2022. Experts say that the driving force of economic growth in 2022 will come from manufacturing investment with scientific and technological innovation as the core, accelerated infrastructure investment, gradually recovering consumption and sustained good exports. Active fiscal policy will become an important means to promote economic development, and monetary policy will cooperate with fiscal policy and industrial policy.

The three-year action ended, and the state-owned assets securitization sped up

China Mobile landed A-Shares on the 5th, opening the curtain of asset securitization of central enterprises this year. Insiders pointed out that as the three-year action of state-owned enterprise reform enters the final year, all localities will accelerate the securitization of state-owned assets, and promoting the landing of strategic emerging industry enterprises in the capital market will be one of the key points.

New energy “halo” fades and fund managers debate style conversion

Since the new year, the new energy sector has fallen sharply for two consecutive trading days, and the CSI mainland new energy theme index has fallen by 7.29%. At the same time, funds are also accelerating their outflow from the new energy sector. Market participants believe that there are institutional position adjustment factors behind the weak performance of the new energy sector.

Shanghai Securities News

Pudong New Area promotes the innovation of listing services, supports the capital market and serves the real economy

Recently, the Pudong New Area Joint Conference Office for promoting the listing of small and medium-sized enterprises (hereinafter referred to as the listing Office) issued the implementation plan for replacing administrative compliance certificate with enterprise credit information report in Pudong New Area (hereinafter referred to as the implementation plan (for trial)). It is planned to pilot to replace administrative compliance certificate with enterprise credit information report on credit China (Shanghai) website, so as to further facilitate the listing of enterprises Financing and other business activities.

Poland’s central bank took the lead in raising interest rates this year, and the path of interest rate increase may be clearer

On January 4, 2022 local time, the monetary policy committee of the Central Bank of Poland announced that it would increase the main interest rate of the Central Bank of Poland by 50 basis points to 2.25%, which will take effect on January 5. This is the fourth interest rate increase in Poland in four months, and the Polish central bank has become the first national bank to announce an interest rate increase in 2022.

Heavy events continue to “warm up” the sports industry in 2022

With the approaching of the Beijing Winter Olympic Games, the heat of the sports industry is rising. This year is China’s sports year. After the Winter Olympics, the 31st Summer Universiade and the 2022 Asian Games will be staged in Chengdu and Hangzhou. A senior person engaged in sports strategy consulting told reporters that under the background of epidemic prevention and control, practitioners and investors in the sports industry have found a new rhythm. The investment heat of the sports industry is expected to pick up in the sports year of 2022, and national fitness will become one of the main investment lines of the sports industry in the next few years.

New energy racetrack continued to withdraw, institutions and foreign investors took the opportunity to “copy the bottom”

In the first two trading days of 2022, the new energy track represented by lithium battery and photovoltaic showed a significant adjustment. The Shenwan power equipment industry index fell by 7% in the two trading days, and the share prices of leading companies such as Contemporary Amperex Technology Co.Limited(300750) retreated by nearly 10%.

securities times

The “starting gun” for the commencement of the project in 2022 will be launched in many places, and the new foundation will be built into key investment fields

The policy force should be advanced appropriately, and the “starting gun” for the centralized release and commencement of projects in 2022 should be launched in many places. At the beginning of the new year, Shanghai, Zhejiang, Hebei and other places have begun to take action, or release the list of key construction projects, or organize the centralized commencement of a number of key projects. Analysts believe that considering the early issuance of special bonds and other factors, the growth rate of infrastructure investment may reach 10% in the first quarter of this year, which will be significantly higher than the seasonal growth rate.

Intensive research on small and medium-sized fund companies seeking to adjust positions and avoid shocks?

In 2022, A-Shares were pulled back for two consecutive days, and many fund heavyweight stocks were not spared and suffered heavy losses. The net value of the implicated fund retreated sharply, and several high-performance funds in 2021 performed poorly at the beginning of the year.

The value investment soil of Beijing stock exchange is forming

At the end of the year and the beginning of the year, the market was reviewed and prospected. All parties were full of expectations for the future development of the Beijing stock exchange, and the investment logic also triggered discussion. Compared with the Shanghai and Shenzhen Stock Exchange, the listed companies of the Beijing stock exchange are usually small in scale and at an early stage of development, which requires investors to have sufficient awareness of venture capital and long-term investment ideas while adhering to the concept of value investment.

Credit structure has a “good start” and can be expected to be wide. Credit will continue to develop

Under the triple pressure of shrinking demand, supply shock and weakening expectation, China’s economic development, the “good start” of credit in 2022 has become a hot spot in the recent market. The survey results of bankers in the fourth quarter of 2021 released by the central bank show that the overall demand for loans decreased by 0.6 percentage points over the previous quarter and 3.9 percentage points over the same period last year. In the last few trading days of last year, the yield of 10-year Treasury bonds fell above 2.8%, which is regarded as the market’s concern about the lack of credit at the beginning of this year.

Securities Daily

Li Keqiang chaired a symposium on tax reduction and fee reduction, emphasizing the promotion of greater efforts to implement combined tax reduction and fee reduction

On January 5, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, presided over a symposium on tax reduction and fee reduction, summarized the results of tax reduction and fee reduction in recent years, and listened to opinions and suggestions on further tax reduction and fee reduction for market players. Han Zheng, member of the Standing Committee of the Political Bureau of the CPC Central Committee and vice premier of the State Council, attended the meeting.

Behind the 100 billion yuan reduction of senior executives of thousands of Companies: short-term trading and window trading flash

Data show that in the past year, the directors, supervisors and senior managers of 1107 listed companies in Shanghai and Shenzhen have reduced their holdings, with a total cash out of about 110.155 billion yuan. Moreover, combined with the information previously publicly reported by the regulatory authorities, it can be found that there is no lack of short-term trading, window trading, insider trading and other behaviors in these holdings reduction.

The six major securities companies successively released the top ten forecasts Citic Securities Company Limited(600030) for 2022. It is expected that there will be more opportunities in the A-share market in the first half of the year

At the beginning of the new year, the macroeconomic and market trend forecast for 2022 released by the agency also arrived as scheduled. At present, six major securities companies Citic Securities Company Limited(600030) , China International Capital Corporation Limited(601995) , China Securities Co.Ltd(601066) , China Merchants Securities Co.Ltd(600999) , China Industrial Securities Co.Ltd(601377) , Zhongtai Securities Co.Ltd(600918) have released the top ten forecasts for 2022. Looking back on 2021, China International Capital Corporation Limited(601995) launched the top ten forecasts with a hit rate of 90%, which also aroused the market’s attention to the top ten conjectures of securities companies in 2022.

Listed companies have “on the chain” lithium battery industry, lithium salt in short supply, and the price has reached a new high

Since 2021, new energy vehicles have been in an explosive development trend, and many listed companies have also pursued hot spots and transformed to the lithium battery industry chain. In the capital market, lithium battery concept stocks rose sharply in 2021, of which Hubei Yihua Chemical Industry Co.Ltd(000422) rose 566% and Jiangxi Special Electric Motor Co.Ltd(002176) rose 457%. According to the reporter’s rough statistics, since last year, more than 20 listed companies have crossed into the lithium battery industry chain.

21st Century Business Herald

Trillion offshore wind power industry is about to break out. How far is China from the top in the world?

In the process of global energy green transformation, the importance of wind power industry is gradually highlighted. With the development of land resources approaching saturation, offshore wind power will become the absolute focus of the development of global wind power industry.

Behind OPEC + “ignoring” the epidemic continued to increase production: is the “era of shortage” of energy supply coming?

As the oncoming Omicron variant virus swept the world, OPEC + chose to “ignore” the epidemic for the second consecutive month and continue to increase production. On January 4 local time, OPEC + agreed to continue to increase production by 400000 barrels / day in February, believing that the impact of Omicron variant virus on crude oil demand is “mild and short”. Driven by the optimism released by OPEC +, Brent crude oil prices broke through $80 / barrel on January 4, the highest level since November 2021, basically regaining lost ground and returning to the level before Omicron hit the oil market on November 26.

people’s daily

Liberalize market access, fair and unified supervision, and the development environment of private enterprises continues to improve

Most of China’s small, medium and micro enterprises are private enterprises. The development of private enterprises needs a fair and just market environment. In December 2019, the CPC Central Committee and the State Council issued the opinions on creating a better development environment to support the reform and development of private enterprises (hereinafter referred to as the opinions), which is the first central document in the field of reform and development of private enterprises and puts forward a series of reform measures focusing on creating a market-oriented, legalized and international business environment. The opinions proposes to further liberalize the market access of private enterprises, implement a fair and unified market supervision system, strengthen the rigid constraints of the fair competition review system, and break down the hidden barriers to bidding, so as to optimize the market environment of fair competition.

first finance

How difficult is the king of fund long-distance running? In the last three years, the top ten are new faces

After inquiring about the ranking of equity funds in recent three years, the reporter found that no fund manager could be listed twice in the last three years. It can be seen that it is not easy to achieve long-term and stable investment performance. If the time dimension is extended to a longer five-year dimension, it is found that only the long-term performance of top flow fund managers such as Zhou Yingbo of China Europe Fund, Mao Wei of China Southern Fund and Xie Zhiyu of Xingquan fund “can still play”.

Different fates under the heat wave of price increase: upstream price rise is good for business, and downstream price rise affects sales

Since October last year, Foshan Haitian Flavouring And Food Company Ltd(603288) (603288. SH), Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) (600305. SH), Fu Jian Anjoy Foods Co.Ltd(603345) (603345. SH), Sanquan Food Co.Ltd(002216) (002216. SZ) and other products have generally increased by more than 3%, and Zuming Bean Products Co.Ltd(003030) (003030. SZ) has raised the ex factory price of some products by 15% ~ 20%, while the prices of major upstream commodities Guangdong Huiyun Titanium Industry Co.Ltd(300891) (300891. SZ), Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) (002145. SZ) increased eight times last year, The sales price of titanium dioxide in China has increased by 6900 yuan / ton and 7200 yuan / ton, and the price will continue to rise in 2022.

economic reference daily

The two departments brewing new measures to promote the coordinated development of rural e-commerce Express

On January 5, the Circulation Development Department of the Ministry of Commerce and the market supervision department of the State Post Office issued the notice on accelerating the work related to the rural e-commerce system and express logistics distribution system in Tongtong county (Draft for comments) (hereinafter referred to as the draft for comments). The exposure draft proposes to upgrade and transform a number of county-level logistics distribution centers, promote the integration of county-level express logistics resources, build a number of rural e-commerce express collaborative development demonstration areas, improve the public delivery logistics service capacity, and strive to basically realize county-level centers, township outlets and village services in qualified areas by 2025. The coverage of rural e-commerce and express logistics distribution was further expanded, and the county rural e-commerce system and express logistics distribution system were more sound.

Key delineation of credit in 2022: the total amount of credit in the whole year is expected to continue to grow, and small and micro enterprises and green are still the “main play”

Solving the problem of entity financing is still an important focus of credit policy in 2022. At the beginning of the new year, the continuous conversion of Pratt & Whitney small and micro enterprise loan extension support tool and Pratt & Whitney small and micro enterprise credit loan support plan was officially implemented. The cbcirc also said that it would continue to guide the financial system to transfer profits to the real economy. Meanwhile, scientific and technological innovation and green development are still the key areas of credit support. It is expected that with the support of carbon emission reduction tools, the scale of green credit will reach trillion yuan in 2022.