January 17th (Monday), the main contents of today’s headlines are:
China Securities Journal
Guided by the reform of the whole market registration system, the road map of capital market reform in 2022 is clear
The “road map” of capital market reform this year will be further clarified at the system working meeting of the CSRC in 2022. Experts interviewed by China Securities Journal on the 16th said that adhering to the “stability” and “tackling key problems in reform”, taking the reform of the whole market registration system as the traction, comprehensively deepening the reform and opening up of the capital market, setting “traffic lights” for capital, and adhering to “zero tolerance” will become the theme and main line of capital market supervision in 2022. In 2022, relevant departments will accelerate the construction of a more mature and finalized basic system of capital market, and the attraction of capital market will continue to increase.
New and old infrastructure work together to focus on three areas
At the beginning of the new year, many places held centralized commencement ceremonies for major projects, defining the key investment areas and investment scale this year. The reporter of China Securities Journal found that the traditional infrastructure represented by rail transit still occupies an important position, and new energy, new materials and other fields have also become the key layout direction.
Multiple factors help stabilize A-share institutions and dig for gold in the future
Although the A-share market has continued to fluctuate and adjust since the new year, the brokerage institutions are not pessimistic about the future market. In the view of institutions, factors such as strengthening the expectation of steady growth and incremental capital inflow will have a positive impact on the stabilization and recovery of the A-share market; At present, the bottom of A-Shares is approaching, and the concerned spring market will not be absent. In terms of future allocation, in addition to paying attention to the high boom segments, the varieties of annual report performance forecast exceeding expectations and the directions of finance, infrastructure and consumption also deserve attention.
The reform of goods and bank transactions was launched to improve the efficiency of the use of market funds
The CSRC recently launched the reform of dealing with goods and banks. Experts interviewed by the China Securities Journal said on the 16th that the reform of goods and bank settlement and its supporting measures have further improved the basic settlement system of the capital market, and the risk prevention and control ability of securities registration and settlement institutions will be further improved. This opens space for reducing the occupation of market funds and enhancing market vitality, helps to improve the use efficiency of market funds and improve the opening level of China’s capital market.
Shanghai Securities Journal
There is me in the “number”, and the future of digital economy is unlimited
Since the 18th CPC National Congress, the CPC Central Committee has attached great importance to the development of digital economy and raised it as a national strategy. After the digital economy was listed as a separate chapter in the 14th five year plan for the first time, the 14th five year plan for the development of digital economy further clarified that by 2025, the digital economy will move towards a comprehensive expansion period, and the added value of core industries of digital economy will account for 10% of GDP.
Hot discussion in the industry on the reform of goods and Banking: helping the capital market “tamp the foundation”
On January 14, China Securities Regulatory Commission and China Securities Depository and Clearing Co., Ltd. publicly solicited opinions on the administrative measures for securities registration and settlement, settlement rules and other rules and regulations. China’s capital market ushered in the reform of cash for goods (DVP).
The national development and Reform Commission launched 10 measures to promote consumption
On January 16, the national development and Reform Commission issued the notice on doing a good job in promoting consumption in the near future (hereinafter referred to as the notice), which issued 10 measures to seize the opportunity of the consumption peak season of traditional festivals such as the Spring Festival and the Lantern Festival, and strive to realize the “open door stability” of the economy throughout the year.
In 2021, bond issuance maintained a steady growth, and the underwriting amount of 8 institutions exceeded trillion yuan
According to the data of the primary market, the growth rate of China’s bond issuance in 2021 was slower than that in previous years. The total issuance of various bonds in the whole year was 61.63 trillion yuan, an increase of 8% year-on-year. According to the statistics of the total underwriting amount of banks, Industrial And Commercial Bank Of China Limited(601398) , Bank Of China Limited(601988) , China Construction Bank Corporation(601939) ranked among the top three; According to the total underwriting amount of securities companies, Citic Securities Company Limited(600030) , China Securities Co.Ltd(601066) , Huatai Securities Co.Ltd(601688) are ahead of their peers. Last year, the bond underwriting amount of eight institutions exceeded 1 trillion yuan.
securities times
Fully implement the stock issuance registration system and improve the ability to serve the real economy
The system work meeting of the CSRC will be held soon. The layout of key work such as how to fully implement the stock issuance registration system, how to stimulate the vitality of the main body of the capital market, and how to improve the ability of the capital market to serve the real economy, which are highly concerned by all walks of life, will be further clarified at this meeting.
The policy of stabilizing demand has been intensively implemented, and the “troika” has made concerted efforts to stabilize the economy
From the accelerated construction of major projects, the formal entry into force of the regional comprehensive economic partnership agreement (RCEP), to the subsidies and consumption vouchers prepared by various localities for “local Chinese New Year” personnel, at the beginning of the new year, various demand stabilizing policies around the “troika” have been implemented one after another, and measures to promote investment, export and consumption have been intensively introduced, Together, we will provide hybrid power for steady economic growth in the new year and help improve the quality and efficiency of economic operation.
Tenfold bull stocks continued to gain large orders, and more than 100 institutions investigated Andon Health Co.Ltd(002432)
The Andon Health Co.Ltd(002432) (002432), which has continued to rise by the limit, has risen more than 10 times in Recent 44 trading days. Who is speculating in this bull stock? Although Andon Health Co.Ltd(002432) repeatedly suggested risks, they could not prevent the stock price from soaring. With a 10 fold increase, Andon Health Co.Ltd(002432) ushered in more than 100 institutional research.
Some lowered the valuation, some made a profit of 1.3 billion, and the medical track was full of sorrow and joy
The emergence of the best and the worst stocks at the same time makes the fund’s position on the medical track a double day of sorrow and joy. Affected by the covid-19 epidemic, a number of stocks in the medical track had significant stock price changes driven by events, including fund heavy position stocks Xi’An International Medical Investment Company Limited(000516) and fund unique stocks Andon Health Co.Ltd(002432) . The Securities Times reporter noted that a number of fund companies have lowered the valuation of Xi’An International Medical Investment Company Limited(000516) to 7.11 yuan, which means that the fund’s heavy position stocks will face no small room for decline. When the fund’s heavy position stocks Xi’An International Medical Investment Company Limited(000516) were severely lowered by the fund, a small-scale fund company or its unique stocks earned a profit of 1.3 billion yuan in four months.
Securities Daily
When the financial reporting season comes, the performance depends more on the quality
On January 17, the National Bureau of statistics will release the GDP data of the fourth quarter of 2021, which is very important to the economic data of last year. On January 18, the 2021 annual report of Huasu Holdings Co.Ltd(000509) will be unveiled first, and the disclosure of the annual report of listed companies will be officially opened. These two data will become the focus of attention of all parties in the market.
“Local two sessions” has been opened, and specialized special new enterprises are expected to receive key support from the capital market
At the beginning of 2022, all localities have successively entered the “local two sessions time”. According to the information released by the two local conferences of Tibet Autonomous Region, Beijing and Henan Province, the digital economy and scientific and technological innovation have attracted extensive attention from the policy side. In this regard, the interviewed experts told the reporter of Securities Daily that digital economy and innovation driven development will be the main policy driving points in many places in 2022; In addition, new growth enterprises such as high-tech enterprises and specialized and special new enterprises will receive key support for direct financing in the capital market.
Listed companies gathered to change the “ab side” of audit institutions: the 2020 annual reports of 23 ST companies were strengthened by “non-standard” supervision to investigate and deal with intermediary violations
On the eve of the disclosure of the annual report, listed companies gathered together to replace audit institutions. According to the announcement statistics of listed companies of China stock market news choice, from November 1, 2021 to January 16, 2022, 114 listed companies issued announcements to change or change the audit institutions in 2021, of which 23 ST companies were issued “non-standard” opinions in 2020.
Changsha property market is now polarized: improving housing can not grab just needed house types and can not be sold
“Recently, I have seen several large flat floor buildings. I can’t shake the number at all. I barely shake the number. There are only low-rise and top-level houses to choose from.” In an interview with the Securities Daily, Mr. Xia said that recently, the improved real estate sales in Changsha are very popular. He has participated in the lottery of several real estate projects, which are basically “running with him”.
people’s daily
Last year, the amount of foreign capital used in China exceeded 1100 billion yuan
According to the data released by the Ministry of Commerce recently, the actual amount of foreign capital used in China in 2021 was 1149.36 billion yuan, a year-on-year increase of 14.9%, achieving double-digit growth and reaching a new high in scale.
first finance
Stimulate the “traction” of digital economy and draw a road map from the central to the local
On January 16, Qiushi magazine published an important article Xi Jinping by the general secretary of the CPC Central Committee, the president of the state and the chairman of the Central Military Commission, “constantly strengthening, optimizing and expanding China’s digital economy”. The paper points out that developing digital economy is a strategic choice to grasp the new opportunities of a new round of scientific and technological revolution and industrial reform. The healthy development of digital economy is conducive to promoting the construction of a new development pattern, a modern economic system and a new national competitive advantage.
A-share withdrawal, private placement, quantification and financial management are “tolerated”
At the beginning of 2022, A-Shares continued their decline in December last year. Since the beginning of the year, the Shanghai index has fallen by more than 3% and the gem index has fallen by more than 6%. Investors and institutions have a stronger sense of body. The “good start” of public fund issuance is no longer; Subjective long, quantitative private equity funds have withdrawn. Most investment managers and strategists told reporters that in the face of institutional position adjustment, high-level stock correction and economic growth pressure in the first quarter, A-Shares need to break first and then stand up.
economic reference daily
Ten departments jointly issued documents to promote the orderly transfer of manufacturing industry
The reporter learned from the Ministry of industry and information technology that ten departments including the Ministry of industry and information technology, the national development and Reform Commission and the Ministry of science and technology recently jointly issued the guiding opinions on promoting the orderly transfer of manufacturing industry (hereinafter referred to as the opinions), which made it clear that by 2025, the policy environment for industrial transfer will be more perfect, the ability of the central and western regions and northeast regions to undertake industrial transfer will be significantly improved, and the comparative advantages of various regions will be brought into full play, Based on China’s big cycle, the advantages of attracting global resource factors have been significantly improved, the layout of manufacturing industry has been further optimized, and regional synergy has been significantly enhanced.
The concept of hydrogen energy is heating up. The industry has entered the fast lane, and listed companies have formed a multi link layout of the industrial chain
The policies and plans for the intensive development of hydrogen energy industry are driving the industry into the fast lane. The reporter learned that at present, more than 30 places have issued policies and relevant plans related to the development of hydrogen energy industry. In the secondary market, relevant listed companies have also attracted much attention, especially some large central enterprises have taken the lead in starting the layout and playing a leading role in the development of hydrogen energy. Institutional analysis shows that hydrogen energy is expected to open a potential market space of several trillion yuan in the future, and the industrial chain will form an effective cycle from the demand and technology supply side.
