March 24th (Thursday), the main contents of today’s headlines are:
China Securities Journal
Top level design of hydrogen energy industry is released to support enterprise registration and listing financing
On March 23, the national development and Reform Commission announced the medium and long term plan for the development of hydrogen energy industry (20212035). The plan proposes to support qualified hydrogen energy enterprises to register and list on the science and innovation board, gem and other financing.
The two departments explained in detail the real gold and silver of tax rebate to help the development of enterprises
At the regular policy briefing of the State Council on March 23, Vice Minister of Finance Xu Hongcai said that the central government would provide financial support to ensure the timely refund of tax rebates and the full guarantee of “Three Guarantees” at the grass-roots level. The large-scale tax rebate policy will return real gold and silver to enterprises, promote enterprises to speed up technological transformation and equipment renewal, and promote steady and healthy economic development.
Institutional research enthusiasm remains unabated, and top flow fund managers frequently appear
At the time of the adjustment of the A-share market, the research enthusiasm of fund institutions has not decreased. Data show that as of March 22, 388 listed companies have attracted research from various institutions since March. There are many public fund companies such as e fund, huitianfu fund and Ruiyuan fund in the research list, and well-known fund managers such as Zhang Kun, Xie Zhiyu and Feng Mingyuan also appeared one after another.
Commodities fluctuate frequently, and investment opportunities in the three chains emerge
Under the influence of supply and demand disturbance, geographical situation and other factors, the prices of bulk commodities have changed recently, and the prices of some metals and energy varieties fluctuate violently. Some Wall Street agencies said that oil prices could rise to any position
Shanghai Securities News
The steady growth policy will continue to work, and the market will have a solid foundation for stable and healthy development
Driven by a series of steady growth policies, the main macro indicators of China’s economy at the beginning of this year were better than market expectations, and production and demand showed a good growth momentum, creating a favorable opportunity for a good start in the first quarter. In the face of the triple pressure of current economic development and the complex and changeable external environment, the strength of steady growth will not be weakened. In the future, the “combined fist” of policies including finance, currency and industry will continue to work to stabilize market expectations, enhance investor confidence and help the stable and healthy development of the capital market.
Relieve the pressure of redemption and strive to fill the pit with “fixed income +” of 2 trillion public offering
Will the 2 trillion yuan public offering “fixed income +” products encounter a large number of redemption of institutional funds under the background of large market withdrawal? Many market participants are worried about it. The fund company has made various preparations for redemption. Recently, a number of funds have issued intensive announcements to improve the accuracy of the net value of fund units in response to large redemptions.
A-share company hedging survey: nearly 1000 companies participated in 600 billion yuan of margin hedging risk
According to the information statistics of Shanghai Securities News, since 2000, 938 listed companies have issued hedging related announcements, of which 331 are mainly involved in foreign exchange hedging and 607 are involved in commodity futures hedging (some of them are also involved in foreign exchange hedging).
How to refund the “red envelope” of 1.5 trillion yuan value-added tax? Who benefits?
Xu Hongcai, Vice Minister of finance, said at the regular policy briefing of the State Council on the 23rd that after the implementation of the policies related to the retention, credit and refund of 1.5 trillion yuan of value-added tax, the problems of incremental and stock retention and refund of all qualified small and micro enterprises and six industries such as manufacturing will be completely solved. The actual reduction of new retention, credit and refund and other tax and fee reductions implemented by counties and districts are expected to be supplemented to effectively ensure the smooth operation of county and district finance
Securities Times
CSRC: promote financial anti-corruption and disposal of financial risks in one
The China Securities Regulatory Commission recently held a 2022 Conference on comprehensively administering the party strictly and discipline inspection and supervision. Yi Huiman, Secretary of the Party committee and chairman, delivered a speech. Fan Dazhi, head of the discipline inspection and supervision team of the Central Commission for Discipline Inspection and the State Supervision Commission in the CSRC and member of the Party committee, made arrangements for systematic discipline inspection and supervision. The meeting pointed out that it is necessary to promote financial anti-corruption and disposal of financial risks as a whole, resolutely control the “revolving door” of government and business, improve the three-dimensional supervision and restriction mechanism, deepen sunshine power use and transparent approval, strengthen anti-corruption risk prevention and control in key areas, and improve the overall quality and efficiency of supervision.
Promote the formation of diversified application ecology of hydrogen energy and improve the application scale in the field of transportation
On March 23, the national development and Reform Commission and the National Energy Administration jointly issued the medium and long term plan for the development of hydrogen energy industry (20212035). The plan proposes to orderly promote the diversified application of hydrogen energy, including transportation, industry and other fields, and explore and form a commercial development path. Focus on promoting the application of hydrogen fuel cells in medium and heavy vehicles, orderly expand the application space of hydrogen fuel cells and other new energy passenger and cargo vehicles, and continuously improve the scale of hydrogen energy application market in the field of transportation.
50000 sale of 1.5 billion purchase price assets Yanan Bicon Pharmaceutical Listed Company(002411) build a secret channel for benefit transmission
The reporter of Securities Times found that Yanan Bicon Pharmaceutical Listed Company(002411) staged up to four capital operations around BEIMENG logistics from June 2018 to January 2022. Behind this series of transactions, the “financial technology” such as the occupation of funds by major shareholders and related parties, illegal guarantee, financial fraud and non related transactions have been staged in turn, and the listed companies have become the tools of “blood transfusion” related parties.
Record repurchases help the stability and vigorous development of China concept shares
On March 22 US Eastern time, Alibaba, bilibilibili, pinduoduo and other popular Chinese concept stocks rose strongly. Over the past week, China concept stocks have experienced severe shocks. After a cumulative decline of about 29% in the three trading days from March 10 to 14, the China concept stock 100 index rose strongly in the last six trading days, with an increase of nearly 50%
Securities Daily
Tax and fee reduction “big gift package” boosts the confidence of small and micro enterprises
The executive meeting of the State Council held on March 21 decided to refund nearly 1 trillion yuan to small and micro enterprises in all industries and individual industrial and commercial households paying taxes according to the general tax method. On the same day, the Ministry of Finance issued a financial subsidy of 400 billion yuan for special transfer payments related to supporting small and micro enterprises to retain, offset and refund value-added tax in 2022.
Three days and three heavy planning plans have been issued one after another, and the anchoring goal of a new round of energy reform has kicked off
On March 23, the national development and Reform Commission and the National Energy Administration jointly issued the medium and long term plan for the development of hydrogen energy industry (20212035), clarifying the positioning and medium and long-term development objectives of hydrogen energy in the energy system. This is the third heavyweight plan for the energy industry this week. The above-mentioned “modern energy system” will be issued before March 22; On March 21, the implementation plan for the development of new energy storage in the 14th five year plan was issued.
Since April, the implementation of large-scale retention tax rebate will enable market players to obtain 1.5 trillion yuan of cash flow
On March 23, the State Council Information Office held a regular briefing on the policies of the State Council to introduce the situation of value-added tax rebate.
Xu Hongcai, Vice Minister of finance, said that since the beginning of the year, more than 20 tax support policies have been rapidly introduced. As the highlight of the combined tax support policy, the tax rebate will provide about 1.5 trillion yuan of cash flow for market participants and provide strong support for stabilizing the macro-economic market.
The annual reports of 10 biological vaccine companies have a glimpse of the current situation of the industry: R & D investment is not distressed, just afraid that shareholders have no confidence
According to the data, as of March 23, a total of 10 companies in the biological vaccine concept sector disclosed the 2021 annual report. Among them, 9 companies have achieved year-on-year growth in revenue
people’s daily
This year, the value-added tax rebate is about 1.5 trillion yuan, and the policy has been implemented in detail to boost market confidence
Recently, the State Council held an executive meeting to determine the policy arrangements for the implementation of large-scale value-added tax rebate. On March 23, the State Council Information Office held a regular policy briefing of the State Council. Xu Hongcai, Vice Minister of finance, and Wang daoshu, deputy director of the State Administration of Taxation, introduced the situation of value-added tax rebate and answered reporters’ questions
21st Century Business Herald
Hydrogen energy “top-level design” released: press the acceleration key for hydrogen production from 100 billion renewable energy
On March 23, the national development and Reform Commission and the National Energy Administration jointly issued the medium and long-term plan for the development of hydrogen energy industry (20212035) (hereinafter referred to as the plan), and the “top-level design” for the medium and long-term development of hydrogen energy in China was finally released.
Millions of electric vehicles or “transformed” energy storage devices interact with the vehicle network, and several major challenges remain to be solved
The 21st Century Business Herald reporter noted that the implementation plan proposed the flexible and diversified development of new energy storage on the user side, and repeatedly mentioned the relevant contents of “exploring the application of electric vehicles in distributed energy supply system”, including exploring and promoting the application of two-way interactive intelligent charge and discharge technologies such as electric vehicles and intelligent power facilities, so as to improve the flexible regulation ability and intelligent and efficient power consumption level of users; Encourage the aggregation and utilization of user side decentralized energy storage facilities such as uninterruptible power supply, electric vehicles and charging and replacement facilities, give play to the role of load peak shaving and valley filling through the aggregation of large-scale decentralized small and micro entities, participate in demand side response, and innovate the two-way interaction mode of source and load
first finance
Trillion hydrogen energy top-level design landing industry inflection point is not vigilant speculation
China’s first medium and long-term plan for hydrogen energy industry has been implemented. On the 23rd, the national development and Reform Commission and the National Energy Administration issued the medium and long term plan for the development of hydrogen energy industry (20212035) (hereinafter referred to as the plan).
RMB 47.6 billion Wealth Management Foxconn Industrial Internet Co.Ltd(601138) to set a share record?
Cash dividends of nearly 10 billion yuan, but also take out 47.6 billion yuan of funds to buy financial management. Foxconn Industrial Internet Co.Ltd(601138) ( Foxconn Industrial Internet Co.Ltd(601138) . SH), which is “not bad for money”, may set a new record for financial management of A-share non-financial listed companies
economic reference
The finance and taxation department explained in detail the 1.5 trillion yuan value-added tax rebate
In accordance with the deployment requirements of this year’s government work report, a new combined tax support policy was implemented, and the annual tax rebate and reduction was about 2.5 trillion yuan. Among them, the implementation of large-scale tax rebate is the main measure, and the annual tax rebate is about 1.5 trillion yuan.
Social security, insurance capital, QFII and other long-term capital positions show that non-ferrous metals, medicine, biology and other high performing industries have attracted attention
The disclosure of annual reports of listed companies has entered an intensive period. According to the data, by the time of press release on March 23, more than 411 listed companies had disclosed their 2021 annual reports, and the position adjustment trend of long-term funds such as social security fund, insurance capital and QFII was also emerging. According to the annual report, on the whole, non-ferrous metals, medicine, biology, electronics and other industries with excellent performance are most favored by long-term funds.
