April 12th (Tuesday), the main contents of today’s headlines are:
China Securities Journal
Encourage and support the allocation of more funds to equity assets such as social security and pensions
The CSRC, SASAC and all China Federation of industry and Commerce jointly issued the notice on further supporting the healthy development of listed companies on April 11, encouraging and supporting social security, pension, trust, insurance and financial institutions to allocate more funds to equity assets. Encourage major shareholders and directors, supervisors and senior executives to hold shares of listed companies for a long time, and actively stabilize the stock price by increasing their shares when the company’s shares fall sharply.
Corporate credit demand improved, and the financial data in March exceeded expectations
On April 11, the March financial data released by the people’s Bank of China exceeded the expectations of many institutions. Experts said that the financial data in March reflected new progress in credit easing. In the next stage, we need to give full play to the role of monetary policy tools to help the economy operate within a reasonable range.
Grasp the key and effectively deal with the prominent contradictions faced by economic operation
On April 11, 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 for the main heads of some local governments in Jiangxi to analyze the economic situation and put forward requirements for the next step of economic and social development.
Global asset management giants are constantly increasing their positions in Chinese assets
The global stock market continued to fluctuate recently, but the asset management giants did not slow down the pace of investing in Chinese assets. According to the latest disclosed documents, BlackRock increased its positions in many Chinese energy stocks in March, including not only new energy leaders, but also some traditional energy enterprises. Some Chinese funded Internet enterprises have also become the focus of overseas asset management institutions
Shanghai Securities News
Li Keqiang presided over a symposium for the main heads of some local governments on the economic situation, emphasizing the need to stabilize employment and prices to support the economic operation in a reasonable area
On April 11, 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 for the main heads of some local governments in Jiangxi to analyze the economic situation and put forward requirements for the next step of economic and social development.
Financial data released in March: the total amount is moderate and the recovery structure needs to be improved
The people’s Bank of China released the first quarter financial data on April 11. Analysts believe that the financial data in March recovered moderately in total, but the structural improvement is not obvious, and the financing needs of enterprises and residents are still relatively weak.
Boc International (China) Co.Ltd(601696) global chief economist Guan Tao: there is still room for China to cut reserve requirements and interest rates
On April 11, Boc International (China) Co.Ltd(601696) global chief economist Guan Tao said in an exclusive interview with Shanghai Securities News that at present, there is still room for China to reduce reserve requirements and interest rates, and the two tools can be used alternately or superimposed; In the context of steady growth, it is expected that the fast pace of issuance of special bonds in the second quarter will continue, and infrastructure investment will become an important starting point for driving steady economic growth.
CSRC, SASAC and all China Federation of industry and Commerce jointly issued “12 articles to support the development of listed companies”
The CSRC, SASAC and all China Federation of industry and Commerce jointly issued the “notice on further supporting the healthy development of listed companies” (hereinafter referred to as the “notice”) on the 11th, proposing 12 practical measures to support the development of listed companies and maintain the stability of the capital market
Securities Times
Li Keqiang: stabilize the basic economic situation and ensure the basic livelihood of the people
On April 11, 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 for the main heads of some local governments in Jiangxi to analyze the economic situation and put forward requirements for the next step of economic and social development.
The CSRC and other three departments jointly issued a document to further support the healthy development of listed companies
Yesterday, the CSRC, SASAC and the all China Federation of industry and Commerce issued the notice on further supporting the healthy development of listed companies. The circular points out that it is necessary to create a good development environment, stabilize enterprise expectations, enhance value return and stabilize investor expectations. All departments should actively perform their duties and jointly promote market stability. Improve the system and mechanism conducive to the participation of long-term institutional investors in the capital market, encourage and support social security, pension, trust, insurance and financial institutions to allocate more funds to equity assets, and increase capital market investment, especially the stock investment of high-quality listed companies.
CPI rose 1.1% year-on-year in the first quarter and is expected to rise moderately throughout the year
According to the data released by the National Bureau of Statistics yesterday, the year-on-year increase of the national consumer price index (CPI) expanded in March, and the year-on-year increase of the industrial producer price index (PPI) continued to fall. From January to March, on average, CPI increased by 1.1% over the same period last year, and PPI increased by 8.7% over the same period last year. Experts interviewed by reporters said that the rise in CPI was mainly the common result of the short-term disturbance of covid-19 pneumonia and the transmission effect of international commodity prices. At the same time, the data also reflect that the downward transmission speed of upstream price rise pressure is accelerating. Looking forward to the later stage, it is expected that the CPI of the whole year will remain moderate, and the PPI of the second quarter may still grow positively month on month.
5g commercial broadcasting is expected to rise and usher in new vitality when radio and television reach darkness
It has been nearly two and a half years since the Ministry of industry and information technology issued “192” section to China Radio and television, and the latter has obtained 5g commercial license for nearly three years, but radio and television 5g has been in the stage of thunder and little rain. However, more and more attention is focused on this year’s “May 17” World Telecom day. It is rumored that the “192” section of radio and television will be officially put into operation at that time
Securities Daily
The CSRC and other three departments issued documents to promote the healthy development of listed companies and 12 measures to stabilize the expectations of enterprises and investors
On April 11, the CSRC, the SASAC and the all China Federation of industry and Commerce jointly issued a notice on further supporting the healthy development of listed companies (hereinafter referred to as the notice), with 12 measures in three aspects. First, create a good development environment and stabilize enterprise expectations; Second, promote the return of value and stabilize investors’ expectations; Third, all departments actively perform their duties and jointly promote market stability.
The differentiation of beer industry in February 8th is intensified: leading enterprises improve their performance through high-end, and regional brands also have successful cases out of the circle
According to the data of China Business Industry Research Institute, the five major brands, including China Resources beer, Budweiser Asia Pacific, Tsingtao Brewery Company Limited(600600) , Chongqing Brewery Co.Ltd(600132) and Beijing Yanjing Brewery Co.Ltd(000729) account for more than 90% of the market share. In addition, the small and medium-sized brands only have nearly 8% of the market “leftovers”.
1136 A-share companies plan to pay cash dividends of about 1.21 trillion yuan
According to the data, as of April 11, among 1495 A-share companies that have disclosed their annual reports, 1136 plan to pay cash dividends, accounting for about 76%; The total amount of cash dividends is about 1.21 trillion yuan. Among them, there are 463 state-controlled listed companies. Among the 1136 companies mentioned above, there are 21 companies with a dividend scale of more than 10 billion yuan.
In addition to 10 banks and 2 insurance companies, the other 9 are state-controlled listed companies of the state-owned assets supervision system, including two “new customers” – China Mobile and China Telecom Corporation Limited(601728) .
In March, the year-on-year increase of CPI expanded and PPI continued to fall. Experts believe that the overall inflation level is controllable
On April 11, the National Bureau of statistics released the data of national CPI (consumer price index) and PPI (factory price index of industrial producers) in March. In March, CPI increased by 1.5% year-on-year, an increase of 0.6 percentage points over the previous month; It was flat month on month. PPI rose 8.3% year-on-year, down 0.5 percentage points from the previous month; Up 1.1% month on month
people’s daily
The word “stability” comes first, seeking progress in stability, and supporting the economic operation within a reasonable range by stabilizing employment and prices
On April 11, 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 for the main heads of some local governments in Jiangxi to analyze the economic situation and put forward requirements for the next step of economic and social development
21st Century Business Herald
Major stock market adjustment eight institutions discuss the main line of rebound: waiting for “growth + cycle”
Under the sharp decline, institutions believe that they still need to be cautious in the short term and are optimistic about “steady growth”; However, in the medium and long term, institutions are not pessimistic about the market and believe that “growth + cycle” or the main investment line in the process of subsequent market rebound.
Attack of offshore oil and gas giants: CNOOC raised more than 30 billion “three barrels of oil” to gather a shares
On April 11, China National Offshore Oil Co., Ltd. (hereinafter referred to as CNOOC, 0883. HK) issued several announcements to introduce the company’s initial public offering of RMB shares. According to the introduction of CNOOC, the company will open the subscription on April 12, with the issue price set at 10.8 yuan / share and issue 2.6 billion to 2.99 billion shares for the development of oil and gas projects at home and abroad
first finance
What is the signal of accelerating the construction of the national unified market and emphasizing “building and breaking” at the same time?
China’s deepening market reform ushered in heavy documents. The opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market (hereinafter referred to as the opinions) was released on the 10th.
After an interval of 8 months, the game version number was restarted and distributed. A total of 45 games were approved without Tencent and NetEase
On the evening of April 11, eight months later, after many version number rumors, the game circle finally ushered in the release of the determined version number. Some insiders said, “the game industry is celebrating the new year.”
economic reference
The CSRC and other departments jointly issued documents to further support the healthy development of listed companies
On April 11, the CSRC, SASAC and the all China Federation of industry and Commerce jointly issued the notice on further supporting the healthy development of listed companies (hereinafter referred to as the notice) to further support the development of listed companies and maintain the stability of the capital market.
Unblock the economic cycle and promote the Chinese market from large to strong
Recently, the opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market (hereinafter referred to as the opinions) were released. This is a major deployment of the central government to improve the top-level design for building a national unified market and build a solid foundation for building a new development pattern. It provides a program of action for building a national unified market in the coming period. The opinions plans from an overall and strategic perspective to accelerate the construction of a unified national market, which will comprehensively promote the transformation of China’s market from large to strong.
