March 22nd (Tuesday), the main contents of today’s headlines are:
China Securities Journal
“Five arrows at the same time” at the executive meeting of the State Council to maintain the stability of the capital market
Premier Li Keqiang presided over the executive meeting of the State Council on March 21 to determine the policy arrangements for the implementation of large-scale value-added tax rebate, so as to provide strong support for stabilizing the macro-economic market; We will deploy comprehensive measures to stabilize market expectations and maintain the steady and healthy development of the capital market.
The warm wind in the capital market is blowing vigorously, and the comprehensive policy is expected to stabilize
The executive meeting of the State Council held on March 21 listened to the report of the financial commission of the State Council and pointed out that we should attach great importance to the impact of changes in the international situation on China’s capital market. Experts said that the executive meeting of the State Council and the meeting of the financial commission of the State Council released a strong signal of stabilizing expectations and stabilizing the market, which will greatly boost investor confidence. The subsequent relevant management departments should further strengthen policy communication, pool policy efforts and maintain the stable and healthy development of the capital market.
Performance forecast reveals clues and the anchor for fund managers to adjust pricing
Recently, listed companies have disclosed the latest performance, “exceeding expectations” has become a keyword for many companies and industries. Some fund managers believe that the disclosure of the operating data from January to February and the performance forecast of the first quarter have enabled the market to find an anchor for pricing. Some fund managers admitted that they did not expect the performance of some industries and companies to exceed their expectations. They will revise their expectations and adjust their positions in combination with front-line research and the latest data.
Exposure of the route of insurance capital positions, and institutions aim at the opportunity of bargain hunting layout
The annual reports of Listed Companies in 2021 have been disclosed one after another, and the position of insurance capital has gradually surfaced. As of the press time of March 21, among the listed companies that have disclosed the annual report, 42 insurance institutions and products have appeared in the list of the top ten shareholders of listed companies
Shanghai Securities News
Fiscal policy moves to stabilize the economic market, large-scale value-added tax retention and tax rebate starts
The executive meeting of the State Council held on March 21 decided to implement the policy arrangement of large-scale value-added tax retention and rebate, so as to provide strong support for stabilizing the macro-economic market.
“Finalization” of the implementation plan for the development of new energy storage in the 14th five year plan
The national development and Reform Commission and the National Energy Administration recently issued the implementation plan for the development of new energy storage in the 14th five year plan. The goal of the scheme is that by 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. By 2030, new energy storage will be fully market-oriented. This means that in the next three to eight years, China’s new energy storage industry will usher in a round of great development.
“Maintaining the stability of the capital market” upgrades the comprehensive measures of the national standing committee to “recharge” market confidence
Following the special meeting held by the Finance Committee of the State Council on March 16 to respond to market concerns and release a clear signal of “maintaining the stable operation of the capital market”, the executive meeting of the State Council made arrangements for stabilizing expectations and maintaining the stable and healthy development of the market from a higher level, and put forward five specific measures, which showed the concern of the decision-making level about the operation of the capital market, And the determination to maintain the steady and healthy development of the market.
Sufficient monetary policy and more friendly financing of the real economy
The capital market is the barometer of the real economy, and the financial system is the blood of the real economy. Since this year, the monetary policy has been advanced and sufficient, making the development of the real economy more stable and laying a solid foundation for the smooth operation of the capital market
Securities Times
Li Keqiang presided over the executive meeting of the State Council to deploy comprehensive measures to stabilize the market and maintain the stable and healthy development of the capital market
Premier Li Keqiang presided over the executive meeting of the State Council on March 21 to determine the policy arrangements for the implementation of large-scale value-added tax rebate, so as to provide strong support for stabilizing the macro-economic market; We will deploy comprehensive measures to stabilize market expectations and maintain the steady and healthy development of the capital market.
The number of listed companies on the science and Innovation Board exceeded 400, and the global attraction continued to improve
Today, Heyuan biology and Junpu intelligence are listed on the science and Innovation Board of Shanghai Stock Exchange. Since the opening of the market on July 22, 2019, the number of listed companies on the science and innovation board has reached 401, with a total initial fund-raising of more than 560 billion yuan and a total market value of nearly 5 trillion yuan.
The new development model of orderly resolving real estate risks has great potential
The large scale, long chain and wide range of real estate industry have an important systematic impact on economic and financial stability and risk prevention. At present, preventing and resolving risks and realizing the soft landing of real estate are the first priority to stabilize real estate and economy. The real estate development and operation mode of “high debt, high leverage and high turnover” has occupied too many financial resources and accumulated many potential risks. Although the industry adjustment will be painful, this is the only way for the sound development of the industry in the future, and it is also conducive to the formation of a new development model of real estate.
Direct attack on the first day of resumption of work in Shenzhen: suggestions of listed companies on logistics and employment security
“Slow pace” lasted a week in Shenzhen. On March 20, Shenzhen covid-19 epidemic prevention and control headquarters announced that Shenzhen has basically realized the dynamic clearing of social aspects, orderly restored the order of social production and life, continued to strengthen social epidemic prevention and control, and ensured the safety and stability of the industrial chain and supply chain
Securities Daily
Maintain the stable development of the capital market with a more proactive attitude
On March 21, Premier Li Keqiang presided over the executive meeting of the State Council, listened to the report of the financial commission of the State Council, and pointed out that we should attach great importance to the impact of changes in the international situation on China’s capital market and make work arrangements from five aspects. This shows that the development of the capital market is in a special period and needs to tackle key problems and seize the pass. We must use our brains, do a good job in coordination, strengthen our work, and strive to win the double victory of the reform of the capital market itself and dealing with external risks and challenges.
Nearly 60% of the projects recommended by TOP10 securities companies have been launched in the registration system audit system for three years
Since the Shanghai stock exchange accepted the first batch of applications for listing on the science and Innovation Board on March 22, 2019, as of March 22 this year, the registration system audit system has been launched for three years. As of March 20 this year, a total of 1630 projects (including accepted, inquired, reviewed by the listing committee, submission of registration, registration results, suspension, financial report update, termination, etc.) have entered the registration system.
LPR has been “standing still” for two consecutive months, and experts predict that there is room for deposit reduction in the second quarter
On March 21, the people’s Bank of China authorized the national interbank lending center to announce the quoted interest rate (LPR) of the loan market in March: the LPR for one-year term is 3.7%, and the LPR for more than five years is 4.6%. Both were flat with the previous month and remained unchanged for the second consecutive month after falling in January this year.
During the year, 1193 companies were the most favored in the mechanical equipment industry by institutional research
As a market weathervane, the trend of institutional investors has always been the focus of attention of all parties in the market.
According to statistics, as of March 21, a total of 1193 listed companies were surveyed by institutions during the year, an increase of 60% over the same period last year. The above 1193 companies are mainly concentrated in mechanical equipment, electronics, medicine and biology, computers, electrical equipment, light industry manufacturing, public utilities and other industries. Among them, the mechanical equipment industry has been investigated the most, followed by the electronics industry, medicine and biology
people’s daily
In 2021, the national online retail sales increased by 14.1% year-on-year, and the online retail market released the consumption potential
According to the data of the National Bureau of statistics, in 2021, the national online retail sales reached 13.1 trillion yuan, a year-on-year increase of 14.1%, and the growth rate was 3.2 percentage points faster than that of the previous year. Among them, the online retail sales of physical goods reached 10.8 trillion yuan, breaking 10 trillion yuan for the first time, with a year-on-year increase of 12.0%, accounting for 24.5% of the total retail sales of social consumer goods, and contributing 23.6% to the growth of the total retail sales of social consumer goods
21st Century Business Herald
Nine new energy vehicle companies announced price increases a week: can the production and marketing target of 5 million be achieved?
The rising price of raw materials makes it difficult for electric vehicles to be alone. Within a week or so, many new energy vehicle enterprises, including Tesla, Byd Company Limited(002594) , Xiaopeng, Weima, Zero run and Euler, had to raise prices, and some of them have raised prices twice or even three times.
The steel industry has ushered in a “peak moment” and may fluctuate upward in the coming months
The disclosure season of the annual report has begun, and the data of the steel industry is still hot. In 2021, thanks to the recovery of the global economy and the recovery of steel market demand, steel prices rose sharply. Although the rising prices of raw materials such as iron ore eroded some profits, the operating data of listed steel enterprises still increased significantly
first finance
“Lithium” Contemporary Amperex Technology Co.Limited(300750) car enterprises’ battery price rose by 20000, which deviated significantly from the share price of lithium enterprises
In order to ensure the supply and price of lithium resource products and promote the healthy development of new energy vehicles and power battery industry, the Ministry of industry and information technology recently held a symposium, inviting upstream and downstream enterprises in the lithium battery industry chain. The meeting focused on the bottleneck of lithium supply and exchanged views on the recent sharp rise in lithium prices.
Shanghai housing loan lending speeds up again, and the interest rate of the mainstream first set of housing loan is lower than 5%
A person from a real estate enterprise in Shanghai said that it is faster to complete the loan in two weeks. Now the average loan duration is about one month. “There are signs that the mortgage lending cycle has been shortened since the Spring Festival. At present, the rate of individual mortgage lending has been shortened from about 12 months to about 2 months ago.”
economic reference
Focus on the development of new energy storage in the 14th five year plan and delineate the trillion market
The reporter learned from the website of the National Energy Administration on the 21st that recently, the national development and Reform Commission and the National Energy Administration issued the implementation plan for the development of new energy storage in the 14th five year plan to further clarify the development objectives and refine the key tasks. By 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. More than 30% energy storage technology can further improve the performance of the electrochemical system. By 2030, new energy storage will be fully market-oriented. Industry insiders believe that the rapid growth of energy storage market may bring a new trillion market investment opportunity.
There are both joys and worries about soybean planting expansion: policy guidance increases confidence, and there are concerns about price fluctuations
Under the influence of policy guidance and better soybean prices than in previous years, farmers’ enthusiasm for planting soybeans has increased, and the implementation of soybean expansion plan is accelerating. This is what the reporter learned during a recent investigation in Heilongjiang, China’s largest high-quality non GM soybean production base. The soybean planting area of the province accounts for more than 40% of the country all year round.
