April 20th (Wednesday), the essence of today’s headlines is:
China Securities Journal
Strengthening the construction of digital government and promoting the reform of financial system below the provincial level
General secretary of the CPC Central Committee, President of the state, chairman of the Central Military Commission and director of the central comprehensive Deepening Reform Commission Xi Jinping 4 on the afternoon of April 19, presided over the 25th meeting of the central comprehensive Deepening Reform Commission, deliberated and adopted the guiding opinions on strengthening the construction of digital government and on further promoting the reform of the financial system below the provincial level Opinions on establishing and improving the evaluation index system of natural resource assets departure audit of leading cadres, work plan for improving the financial support innovation system during the 14th Five Year Plan period, and several opinions on improving the incentive mechanism of science and technology.
National Development and Reform Commission: strengthen policy coordination and linkage and strive to stabilize the macro-economic Market
Steady growth is accelerating. On April 19, Meng Wei, spokesman of the national development and Reform Commission, said at a press conference that in the next step, the national development and Reform Commission will actively plan greater policy measures, strengthen policy coordination and linkage, and strive to stabilize the macro-economic market.
In half a month, more than 420 billion yuan of “falling bags” were retained for tax rebates to increase the vitality of enterprises
The VAT rebate policy was implemented. The annual tax rebate was about 1.5 trillion yuan. At present, 420.2 billion yuan of tax rebate has been returned to the taxpayer’s account. In other words, nearly 30% of the tax retained, offset and refunded have fallen into the “pocket” of enterprises.
Meet difficulties and strengthen the main business and continue to forge ” Beijing Dynamic Power Co.Ltd(600405) “
On April 18, at the China Merchants International Terminal in Daxie, Ningbo, Zhejiang Province, a remotely operated gantry crane was accurately lifting containers onto an autonomous truck. “The epidemic has a certain impact on wharf operations, but the efficient operation of wharf operations can be ensured through technical means such as contactless online operation platform system and unmanned truck collection vehicles.” China Merchants Port Group Co.Ltd(001872) under Ningbo Daxie Merchants International Terminal Co., Ltd., Zhang Ran, Minister of digital intelligence technology department, introduced that the company also undertook many ships that originally docked in Shanghai, and the overall container throughput increased to a certain extent in the first quarter
Shanghai Securities News
Development and Reform Commission: actively planning greater efforts to stabilize growth policies and measures
Meng Wei, deputy director of the political research office and spokesman of the national development and Reform Commission, revealed at a regular press conference on April 19 that the national development and Reform Commission will focus on expanding consumption and promoting investment, increasing the efforts to help enterprises and rescue, and resolutely abiding by the bottom line of people’s livelihood, strengthen the implementation of macro policies and strive to stabilize the macro-economic market.
Ministry of industry and information technology: studying the continuation policy of steady industrial growth
The industrial economy made a smooth start in the first quarter. At the press conference held by the Information Office of the State Council on the 19th, the Ministry of industry and information technology introduced the development of industry and information technology in the first quarter of 2022: in the first quarter, the added value of China’s industries above designated size increased by 6.5% year-on-year; At present, the scale of industrial Internet industry has crossed the trillion yuan mark and has been applied in 45 major categories of national economy.
The transaction volume fell below 800 billion yuan in recent days, and A-Shares are now shrinking
On Tuesday, the three major A-share indexes continued to consolidate. As of the close, the Shanghai Composite Index fell slightly to 319403 points; The Shenzhen Component Index fell 0.50% and the gem index fell 1.38%. The scale of market transactions continued to shrink, with less than 800 billion yuan for two consecutive days.
A-share companies have frequent 10 billion investment, and new energy and new materials are hot
Since this year, at least 20 listed companies have “officially announced” investment projects with a scale of 10 billion, among which new energy fields such as photovoltaic and lithium batteries and basic chemical industry have become the most important investment fields
Securities Times
Lack of innovation, weak demand and decline in mobile phone shipments in the Chinese market
Affected by the lack of revolutionary functional stimulation and the epidemic situation, the sales of smart phones in China have continued to decline. According to the analysis report on the operation of China’s mobile phone market released by the Institute of information and communications, from January to February this year, the shipment volume of mobile phones in the Chinese market totaled 47.886 million, a year-on-year decrease of 22.6%. Among them, the shipment volume in February reached 14.864 million, a year-on-year decrease of 31.7%, and the shipment volume of domestic brand mobile phones was 12.783 million, a year-on-year decrease of 34.7%.
The trend that the banking industry is basically oriented towards the good has not changed
In the past two trading days, the A-share banking sector fluctuated continuously, and the cumulative decline of the sector was more than 3.5%. Among them, China Merchants Bank Co.Ltd(600036) share price hit the biggest one-day decline in nearly seven years, with a turnover of more than 10 billion for two consecutive days, which attracted close attention from the market.
More than 420 billion tax credits are refunded to the taxpayer’s account
On April 19, the reporter of the securities times learned from the State Administration of taxation that since the implementation of the large-scale VAT rebate policy on April 1, 2022, the national tax system has taken a series of effective measures to standardize, efficiently and quickly handle the tax rebate for taxpayers according to law. From April 1 to 15, 420.2 billion yuan of tax withheld and refunded has been refunded to the accounts of 527000 taxpayers.
In April, more than 60% of new shares were broken, and the institutions sought market-oriented changes due to floating losses
According to the statistics of the reporter of the securities times, among the 96 new shares listed on the A-share market this year (excluding the shares of the Beijing stock exchange, the same below), 33 shares have broken on the first day of listing, with a breaking ratio of more than 1 / 3. The breaking situation has further intensified since April. Among the 17 new shares not listed on the Beijing stock exchange, 11 have broken on the first day, with a breaking ratio of more than 60%. This is very rare in recent years
Securities Daily
Grasp the important strategic opportunity period and promote the high-quality development of listed companies
Data show that the number of A-share listed companies exceeded 1000 in 2000 and 2000 in 2010. Subsequently, the expansion speed of listed companies became faster and faster, breaking through 3000 for six years; Breaking through 4000, lasting 4 years; Since the opening of the science and Innovation Board on June 13, 2019, the number of A-share listed companies has been close to 5000 for more than two years.
Accurately grasp the policy intention of “financial Article 23”
In the current epidemic situation, making good use of financial instruments and financial measures to provide supplies and support for the real economy is extremely important to ensure steady economic growth, stable employment and risk prevention and control this year. Recently, the people’s Bank of China and the State Administration of foreign exchange issued the notice on doing a good job in epidemic prevention and control and financial services for economic and social development, which put forward 23 specific measures to focus on the pain points and difficulties in the current economic operation, reflecting the financial responsibility, which should be used well and fully.
Ministry of industry and information technology: four highlights of industrial economy in the first quarter
“In the first quarter, the industrial economy achieved a stable start, and positive results were achieved in the development of industry and informatization.” Luo Junjie, spokesman of the Ministry of industry and information technology and director of the operation monitoring Coordination Bureau, said at a press conference held by the state information office on April 19.
Four indicators lock 93 potential cash cows and look for new “rising” machines in the dividend scheme
The annual report of 2021 has entered an intensive disclosure period, and the dividend scheme of listed companies, especially cash dividend, has attracted much market attention. Data show that as of April 19, a total of 1555 companies in A-share plan to pay cash dividends. Among them, 62 companies intend to pay more than 1 yuan per share
people’s daily
Cooperation and connectivity between Guangdong, Hong Kong and Macao are accelerating
The road network structure has been continuously optimized, the connection of rules and mechanisms has been deepened, and the flow of innovative elements has been more unblocked… In the past five years since the start of construction, the implementation of a series of software and hardware measures has helped significantly enhance the comprehensive strength of Guangdong Hong Kong Macao Bay area, deepen the cooperation between Guangdong, Hong Kong and Macao, and enrich the sense of gain of the people in the three places
21st Century Business Herald
The Ministry of industry and information technology vigorously promotes the steady growth of industry: cultivate about 3000 “little giant” enterprises this year, and appropriately deploy the construction of 5g base stations in advance
On April 19, the Information Office of the State Council held a press conference on the development of industry and information technology in the first quarter. Luo Junjie, spokesman of the Ministry of industry and information technology and director of the operation monitoring and Coordination Bureau, said that the industrial economy had a stable start in the first quarter, and the added value of industries above designated size increased by 6.5% year-on-year, 2.6 percentage points higher than that in the fourth quarter of last year, continuing the good momentum of stable recovery.
National Development and Reform Commission: continue to reduce crude steel output this year to promote high-quality development of the iron and steel industry
The relevant person in charge of the national development and Reform Commission said that this year, together with many ministries and commissions, it will continue to carry out the reduction of crude steel production nationwide and guide enterprises to abandon the extensive development mode of winning by quantity. At the same time, in the tone of seeking progress while maintaining stability, we should give play to the role of market mechanism, maintain pressure and avoid “one size fits all”
first finance
US corn futures are approaching a record high, and corn supply and demand will enter a new equilibrium stage this year
As of April 19, US CBOT corn futures in July exceeded US $8 / bushel, approaching the historical high of US $8.49 per bushel reached in September 2012. Since this year, the price of American corn futures has increased by more than 30% from $6 / bushel at the beginning of the year.
Ministry of water resources: improve diversified water conservancy investment and financing mechanism and speed up the construction of national water network
On April 19, Li Guoying, Secretary of the Party group and Minister of the Ministry of water resources, pointed out at the 2022 national water conservancy work conference to deepen the reform of key areas of water conservancy
economic reference
Central enterprises in the first quarter “open the door steadily” reform sprint “horseshoe disease”
The accumulated operating income was 9 trillion yuan, a year-on-year increase of 15.4%; The net profit was 472.33 billion yuan, a year-on-year increase of 13.7%. The first quarter “report card” released on April 19 shows that the economic benefits of central enterprises have increased steadily and the operation quality has been continuously improved, which has made an important contribution to stabilizing the macro-economic market.
“Quality” and “quantity” in the construction of unified market
One of the main objectives of 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) is to continuously promote the efficient and smooth development and scale expansion of the Chinese market. This goal not only captures the core link of building a national unified market, that is, to make all links of China’s production, distribution, circulation and consumption more unblocked, and promote the full flow of commodity factor resources on a larger scale, but also actively expand the scale and capacity of China’s market, consolidate and enhance the huge advantages of China’s market resources, and comprehensively promote the transformation of China’s market from large to strong. This not only reflects the regulation of the “quality” of the unified big market, but also organically combines with the natural expansion of the “quantity” of the market.
