January 13th (Thursday), the main contents of today’s headlines are:
China Securities Journal
The 14th five year digital economy development plan was issued, and the added value of core industries will account for 10% of GDP by 2025
According to the China government network on January 12, the “14th five year plan for digital economy development” recently issued by the State Council proposes that by 2025, the added value of core industries of digital economy will account for 10% of China’s GDP.
The scale of SSE 50ETF exceeds 70 billion yuan, and the institutional layout has obvious blue chip intention
On January 12, the scale of Huaxia Shanghai Stock Exchange 50ETF (510050) exceeded 70 billion yuan, a record high, and firmly ranked first in the scale of stock ETF. Over the past month, other broad-based ETFs have also ushered in scale growth, and more than 33 billion yuan of funds have “fattened” the main wide-based ETFs. Fund sources said that the frequent inflow of funds into broad-based ETFs represents the warming of investors\’ willingness to layout value blue chips.
In December 2021, the growth rate of M2 reached a nine month high, and the “good start” of credit social finance is expected
In December 2021, the stock growth rate of social financing scale rebounded for the second consecutive month, and the growth rate of broad money (M2) balance reached a new high in the past nine months… The people’s Bank of China released the financial statistics of 2021 on January 12, 2022, which was announced together with the data of December of the same year.
Last year, CPI rose by 0.9%, and this year’s price increase is expected to be generally controllable
According to the data released by the National Bureau of statistics on January 12, in 2021, the national consumer price (CPI) increased by 0.9% over the previous year, and the factory price (PPI) of industrial producers increased by 8.1% over the previous year. Looking forward to 2022, analysts believe that the CPI increase is expected to expand due to factors such as pork prices gradually entering the upward cycle and commodity price transmission, but it is generally controllable; PPI growth is expected to continue to fall under the influence of factors such as the continuous implementation of the policy of ensuring supply and stabilizing price superimposed on the high base and the peak fall of commodity prices. The “scissors difference” between the two will be significantly narrowed.
Shanghai Securities Journal
The State Council issued the “14th five year plan” for the development of digital economy. In 2025, the added value of core industries of digital economy will account for 10% of GDP
The State Council recently issued the “14th five year plan for the development of digital economy”. The plan highlights systematic design and systematic layout, focuses on building “four beams and eight pillars” to promote the development of digital economy, and makes an overall deployment for the development of China’s digital economy during the 14th Five Year Plan period.
Last year, CPI rose by 0.9% year-on-year, and prices may continue to rise moderately this year
In 2021, the national consumer price index (CPI) rose by 0.9% year-on-year, lower than the inflation control target. As the effect of the policy of ensuring supply and stabilizing prices continues to show, the national industrial producer price index (PPI) continues to fall year-on-year, and the downward trend has been established. Analysts predict that prices may continue to rise moderately in 2022, which has good support to maintain the stability of the overall price level.
The report of China Shanghai Association shows that listed companies are increasingly focusing on their main business, and R & D investment continues to grow
China Association of listed companies (hereinafter referred to as “China Shanghai Association”) recently collected, sorted and analyzed relevant data of listed companies through public information, company questionnaires, regulatory practice and other channels, forming a series of reports.
Last year, the growth rate of M2 and social finance turned from down to up. This year, social finance and credit are expected to have a “good start”
The financial statistics report for 2021 released by the central bank on January 12 shows that last year, the cumulative increment of social financing scale was 31.35 trillion yuan; RMB loans increased by 19.95 trillion yuan, an increase of 315 billion yuan year-on-year. According to the monthly data in December, the increment of social financing scale was 2.37 trillion yuan, an increase of 720.6 billion yuan over the same period last year; RMB loans increased by 1.13 trillion yuan, a year-on-year decrease of 123.4 billion yuan.
securities times
Implementation of China’s first national level plan in the field of digital economy
China’s first national special plan in the field of digital economy has been implemented. On January 12, the State Council issued the “14th five year plan” for the development of digital economy, which made overall arrangements for giving full play to the value of data elements and vigorously promoting industrial digital transformation. The plan proposes that by 2025, the digital economy will move towards a comprehensive expansion period, and the added value of the core industries of the digital economy will account for 10% of GDP. Looking forward to 2035, the digital economy will move towards a period of prosperity and maturity, and the development foundation and industrial system of the digital economy will rank among the top in the world.
The policy of ensuring supply and stabilizing prices continued to take effect, and the growth of CPI and PPI both fell
On January 12, the National Bureau of statistics released the data of national consumer price index (CPI) and industrial producer price index (PPI) in December 2021. In December, the year-on-year growth rate of CPI turned downward, and PPI achieved three consecutive declines. Market participants interviewed by the securities times pointed out that pork and fresh vegetables, which had driven the upward CPI, became a drag in the current month. The impact of crude oil supply policy on the stability of international commodity prices is the superposition of the impact of crude oil supply policy. Inflationary pressures are expected to be relatively mild in 2022.
The business model of intra city distribution is stabilizing, but it is difficult for players to grab a piece of the 100 billion market
“The fierce competition in the field of real-time distribution in the same city has basically come to an end, and the competitive pattern under the differentiated positioning has stabilized, and the situation has begun to appear.” This is the new judgment given by Du Shangyu, vice president of flash, in an interview with the securities times on the 12th. This means that the real-time distribution track, in which all factions were scrambling for the beach a few years ago, is entering a new stage. On the one hand, the head enterprises participating in urban real-time logistics services have gradually formed their own differentiated positioning; On the other hand, the development direction from “delivering takeout” to “delivering everything” also tends to be clear.
Shenzhen Stock Exchange and Hong Kong Stock Exchange jointly held a cross-border investment promotion conference
On January 12, the Shenzhen Stock Exchange and the Hong Kong Stock Exchange jointly held a cross-border investment promotion conference with the theme of “innovative cooperation connecting the world”. This is an important measure to further implement the cooperation agreement between the two institutes, strengthen normal work exchanges and deepen two-way joint market cultivation services. The meeting was held online. Sha Yan, general manager of Shenzhen Stock Exchange, and Ou Guansheng, chief executive of Hong Kong stock exchange group attended the meeting and delivered speeches.
Securities Daily
CPI rose by 0.9% year-on-year in 2021, and prices were mainly stable throughout the year
On January 12, the data released by the National Bureau of statistics showed that in December 2021, the national consumer price (CPI) increased by 1.5% year-on-year and decreased by 0.3% month on month; The factory price of industrial producers (PPI) increased by 10.3% year-on-year and decreased by 1.2% month on month. In 2021, CPI increased by 0.9% over the previous year.
To protect liquidity, the central bank may restart the “7 + 14” reverse repurchase portfolio before the Spring Festival
Since January this year, the people’s Bank of China has continuously carried out RMB 10 billion 7-day reverse repurchase.
As of January 12, the central bank had carried out a total of 70 billion yuan of 7-day reverse repurchase within 7 working days.
In 2021, the performance forecast shows “double heaven of ice and fire”, the petrochemical industry “makes a lot of money” and the thermal power enterprise “loses a lot”
The disclosure of annual report performance forecast of A-share listed companies has gradually entered an intensive period. According to the data of China stock market news choice, as of the closing on January 12, 2022, a total of 228 A-share companies had good results. While the overall performance of listed companies maintained good growth, there was differentiation between sectors.
When the reorganization and integration of “China Shenzhou” is in progress: promote the landing of diesel engine business China Shipbuilding Industry Group Power Co.Ltd(600482)
On January 12, China Shipbuilding Industry Group Power Co.Ltd(600482) announced that the company planned to increase the capital of China Shipbuilding Industry Group Power Co.Ltd(600482) wholly-owned subsidiary jointly with China shipbuilding industry group and China Cssc Holdings Limited(600150) through their respective equity of companies related to diesel power business, and the subsidiary would pay cash to China shipbuilding industry group to purchase assets, so as to regulate the horizontal competition of diesel power business.
people’s daily
China’s automobile production and sales volume has remained the first in the world for 13 consecutive years
In the first year of the 14th five year plan, China’s auto industry showed a good development trend of steady growth. The annual production and sales were 26.082 million and 26.275 million respectively, ranking first in global auto production and sales for 13 consecutive years. China’s position as the world’s largest auto market country has been further consolidated and is moving towards a world auto power.
21st Century Business Herald
PPI soared by 8.1% in 2021. Will the price of downstream consumer goods increase in 2022?
On January 12, the National Bureau of statistics released the price index for December 2021. In December 2021, the national consumer price (CPI) increased by 1.5% year-on-year, and the annual CPI increased by 0.9%. In December 2021, the national industrial producer’s ex factory price (PPI) increased by 10.3% year-on-year, and the annual PPI increased by 8.1% year-on-year.
Private bank report: “approved collection” is strictly supervised. How do high-income groups carry out fiscal and tax management?
The wheels of 2021 are rolling by, and the tax authorities are still rectifying entertainment, equity investment and more silent fields. The era of tax evasion by high-income groups through “approved collection” is over.
first finance
A number of important data are released, and there is broad space for macro policies
With the continuous increase of financial support for steady growth, the scale of new RMB loans in 2021 exceeded that of the previous year, and the growth rate of social finance hit the bottom and stabilized. On January 12, the latest financial data released by the people’s Bank of China showed that in December 2021, 1.13 trillion yuan of new credit and 2.37 trillion yuan of new social finance were added; In the whole year, the new credit was 19.95 trillion yuan, and the growth rate of credit balance was 11.6%; In the whole year, 31.35 trillion yuan of social finance was added, and the stock growth rate of social finance scale was 10.3%.
Lithium carbonate spot high, futures flash collapse, cross-border “lithium” prospects of listed companies are unpredictable
On January 12, when the supply and demand of lithium carbonate was still tight, its futures price suddenly collapsed, causing great concern in the market. In early trading, according to the quotation of Wuxi stainless steel network, the price of lithium carbonate collectively fell for several periods, with a decline of more than 10%, and the lithium price index fell by nearly 11%. This is the price of lithium carbonate in each period has fallen sharply for two consecutive days.
economic reference daily
In 2022, the issuance of local bonds will open trillion funds to stabilize the economy
In 2022, the curtain of local bond issuance was opened. Under the background of doing a good job in cross cycle regulation and stabilizing the economy, the pace of local bond issuance this year is significantly ahead of that in 2021. At present, more than ten places, including Henan, Sichuan and Hubei, have announced the local bond issuance plan in the first quarter. According to the analysis of insiders, the issuance scale of local bonds in the first quarter is expected to exceed trillion yuan. In terms of investment areas, infrastructure construction will be one of the key areas of local debt investment this year. The early issuance of local bonds will provide a strong guarantee for the continuation of funds for major projects, help stabilize and recover infrastructure investment, and maintain the economic operation within a reasonable range.
Multiple signals release and speed up the merger, reorganization and upgrading of the iron and steel industry
From the “14th five year plan” for the development of raw material industry, to the forthcoming “guidance on promoting the high-quality development of the iron and steel industry” and “implementation plan for carbon peak in the iron and steel industry”, to the recently held meeting of heads of central enterprises, the signals released by many departments show that the merger and reorganization of the iron and steel industry will be accelerated and upgraded. The reporter of economic information daily learned that in the next step, the iron and steel industry will strengthen the technical shortcomings of the iron and steel industry, actively organize and promote the “cornerstone plan” of resource guarantee, resolutely break the market segmentation, strengthen the merger and reorganization of the industry, and cultivate professional pilot enterprises.
(source: China stock market news research center)
