January 25th (Tuesday), the main contents of today’s headlines are:
China Securities Journal
Comprehensive work plan for energy conservation and emission reduction in the 14th five year plan
On January 24, the State Council recently issued the comprehensive work plan for energy conservation and emission reduction in the 14th five year plan. Ten major projects have been deployed in the plan, which requires a sound policy mechanism from eight aspects. The plan requires to strengthen the connection between the dual control policy of energy consumption and the objectives and tasks of carbon peaking and carbon neutralization; Accelerate the development of green bonds and support qualified energy-saving and emission reduction enterprises to go public for financing and refinancing; Strengthen the coordination between electricity price policy and energy conservation and emission reduction policy; We will deepen the pilot of paid use and trading of energy rights.
Monetary regulation is moving forward, and the 14 day reverse repurchase volume increases and prices decrease
Industry insiders believe that recently, a series of changes in monetary regulation from RRR reduction to “interest rate reduction” and then to liquidity overweight reflect the initiative and forward force, echoing the requirements of “stability”. In the context of comprehensive policy implementation, the cross spring festival liquidity is expected to remain stable, and the downward movement of the market interest rate center will be consolidated, which is gradually reflected in the decline of enterprise financing costs. Monetary regulation is expected to continue to show a proactive attitude until the effectiveness of the steady growth policy is effectively demonstrated.
The scale of public funds exceeded 25 trillion yuan, with a profit of nearly 280 billion yuan in the fourth quarter of last year
On January 24, the fourth quarter report of 2021 of public funds was disclosed. According to the data of Tianxiang investment adviser, the overall profit of public funds was 279.51 billion yuan in the fourth quarter of 2021. At the end of the fourth quarter of 2021, the total scale of public fund management exceeded 25 trillion yuan. During the reporting period, the public fund increased its holdings of consumer stocks and reduced its holdings of pharmaceutical stocks. The stock position increased steadily, but the shareholding concentration decreased further after the third quarter of 2021, Kweichow Moutai Co.Ltd(600519) returned to the largest heavy position stock.
Launch shipping index futures and improve futures supervision laws and regulations
According to the news on the website of the national development and Reform Commission on January 24, the “14th five year plan for the construction of modern circulation system” recently issued by the national development and Reform Commission proposes to introduce a package of policies and measures to support the construction of modern circulation strategic fulcrum cities. Promote qualified circulation enterprises to raise funds through listing, bond issuance, enterprise mergers and acquisitions, etc. Launch innovative products such as shipping index futures to support the expansion of futures products in the fields of chemical products and metal materials. Improve the laws and regulations on futures supervision and actively explore the linkage between futures and cash.
Shanghai Securities News
Abundant capital is expected to enhance the strong continuation of “debt bull”
After the central bank increased the amount of reverse repo operation and released the signal of abundant liquidity, treasury bond futures rose again across the board yesterday. As of the close, the 10-year main contract rose 0.16%, the 5-year main contract rose 0.15% and the 2-year main contract rose 0.05%. At the same time, the yield of 10-year Treasury bonds fell below an important threshold. At 15:55 yesterday, the yield of 10-year Treasury bonds fell 2.5 basis points to 2.6788%, falling below 2.7%.
All localities are expected to accelerate the construction of a new energy system and the large-scale application of energy storage is expected to break out
What projects are hot? What industry is sought after? Check the hot words of the two sessions held recently, and you can find new hot spots of investment. The reporter of Shanghai Securities News found that Zhejiang, Henan, Sichuan and other places have written energy storage into the government work report, and vigorously developing the energy storage industry chain has become the highlight of many provinces and cities in 2022.
The growth accelerated in the fourth quarter, and the performance of many companies increased in advance last year, exceeding expectations
On the evening of January 24, a number of listed companies reported “good news” in the performance forecast of 2021. Based on the rapid growth in the first three quarters of last year, the industry boom and the rise of volume and price have become important performance pillars.
Anti super Contemporary Amperex Technology Co.Limited(300750) Kweichow Moutai Co.Ltd(600519) becomes “public offering favorite”
According to the just disclosed fourth quarter report of 2021 fund, by the end of last year, Kweichow Moutai Co.Ltd(600519) had exceeded Contemporary Amperex Technology Co.Limited(300750) and became the number one heavy position stock of public funds again. According to the statistics of Tianxiang investment adviser, the market value of Kweichow Moutai Co.Ltd(600519) held by the fund with heavy positions totaled 121.96 billion yuan, exceeding 119.96 billion yuan of Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) became the “favorite of public offering” again by a narrow margin.
securities times
Activate the power of innovation and development and accelerate the high-quality development of Shenzhen state-owned enterprises
2021, which has just passed, is an important year to implement the three-year action of state-owned enterprise reform. Shenzhen state-owned enterprises take a key step to connect the preceding and the next. Focusing on the theme of high-quality development, they press the “fast forward” key and run out of the “acceleration”, forming a good situation of comprehensive force and multi-point breakthroughs. This year, state-owned enterprises in Shenzhen competed to be the pioneer of reform and activated the driving force of innovation and development with the help of the capital market. In the whole year, 20 new enterprises were listed and 67 refinancing orders were implemented; We need vitality and efficiency from the “stock”, and actively use financial instruments such as M & A and equity incentive to further improve business efficiency, competitiveness and innovation ability.
Cancel the pre procedure and lower the threshold for investors to sue
The Supreme People’s court recently issued several provisions of the Supreme People’s Court on the trial of civil compensation cases of misrepresentation infringement in the securities market. The judicial interpretation abolished the pre procedure of civil compensation litigation, responded to the needs and market concerns in judicial practice, and facilitated the litigation of small and medium-sized investors.
Striving for new opportunities, Guangdong listed companies actively embrace RCEP
At 0:00:59 on January 1, 2022, the first RCEP (regional comprehensive economic partnership agreement) certificate of origin of small household appliance enterprise Guangdong Xinbao Electrical Appliances Holdings Co.Ltd(002705) (002705) from Shunde, Guangdong was successfully issued. It is understood that on December 31, 2021, Guangdong Xinbao Electrical Appliances Holdings Co.Ltd(002705) had real-time interaction with the “temporary tough group” set up by the customs in advance, fought until late into the night, and finally won the new year’s “jackpot” within the first minute of new year’s day.
Practical exploration Contemporary Amperex Technology Co.Limited(300750) Shanghai base: adjacent to Tesla, supply has begun
The production and sales of new energy vehicles have increased significantly, the lithium battery industry chain continues to be hot, and the news of power battery expansion continues. In 2022, with the expansion of power battery capacity, the story of the game between battery manufacturers and vehicle enterprises is still unfolding. Recently, the reporter of securities times · e company visited the Contemporary Amperex Technology Co.Limited(300750) Shanghai battery module base, which is only 3 kilometers away from Tesla Shanghai Super factory and has begun production.
Securities Daily
Goodwill “mine” detonated one after another, and the supervision asked eight companies a week
Data show that last week (January 17 to January 23), the Shanghai and Shenzhen Stock Exchange has issued inquiries about goodwill impairment to eight listed companies. Among them, the three companies are expected to have a significant loss in last year’s performance due to large provision for goodwill impairment and other reasons.
“Old people’s financing explosion” is a case, which does not hinder the overall health and order of the two financial transactions
Recently, the issue of “69 year old man owes tens of millions of yuan in stock speculation with leverage” has attracted market attention. Some people are worried that the number of financing position explosion cases may increase and lead to the risk of “trampling” in the market. The author believes that the case and the overall situation should be treated differently and should not be far fetched.
The comprehensive work plan for energy conservation and emission reduction in the 14th five year plan was released and ten key projects were deployed
On January 24, the State Council issued the comprehensive work plan for energy conservation and emission reduction in the 14th five year plan. The relevant person in charge of the national development and Reform Commission and the Ministry of ecological environment said that the plan has made an overall deployment for energy conservation and emission reduction during the 14th Five Year Plan period, and put forward the mission statement, timetable and road map, which provides important support for comprehensively promoting carbon peak and carbon neutralization, deeply fighting the tough battle of pollution prevention and control and promoting high-quality development.
The number of downloads of digital RMB app has exceeded ten million times, and the pilot innovative application has added new content
Since the official launch of the digital RMB (pilot version) app on January 4, as of January 24, the number of downloads in less than a month has exceeded 10 million times. The full test of digital RMB has been officially launched, and an upsurge of digital RMB experience has been set off all over the country.
people’s daily
The State Council issued the comprehensive work plan for energy conservation and emission reduction in the 14th five year plan
Recently, the State Council issued the comprehensive work plan for energy conservation and emission reduction in the 14th five year plan. The plan points out that under the guidance of the Xi Jinping thought of socialism with Chinese characteristics in the new era, we should fully implement the spirit of the 19th CPC National Congress and all previous plenary sessions of the 19th CPC National Congress, deeply implement the Xi Jinping thought of ecological civilization, adhere to the general tone of seeking progress while maintaining stability, fully, accurately and comprehensively implement the new development concept based on the new development stage, build a new development pattern and promote high-quality development, We will improve and implement the dual control of energy consumption intensity and total amount and the total emission control system of major pollutants, organize the implementation of key projects of energy conservation and emission reduction, further improve the policy mechanism of energy conservation and emission reduction, promote the substantial improvement of energy utilization efficiency and the continuous reduction of the total emission of major pollutants, realize the synergy of energy conservation, carbon reduction and pollution reduction, and continuously improve the quality of the ecological environment, Ensure the completion of the energy conservation and emission reduction targets of the 14th five year plan, and lay a solid foundation for achieving the carbon peak and carbon neutralization targets.
21st Century Business Herald
The banking industry “supports” the innovative energy accumulation of the Beijing Winter Olympic Games to boost 300 million people on the ice and snow
The opening of the Beijing Winter Olympic Games is imminent, and all services in the banking industry have been fully prepared. The 21st Century Business Herald reporter learned from the financial management department and relevant banks that in addition to the well-known digital RMB pilot, the banking industry also provided all-round support for the Beijing Winter Olympic Games, such as credit funds, payment and settlement, bank outlets, science and technology networks and so on.
Can the leading bird’s nest industry under the tuyere impact the “first share” of the industry?
Recently, Xiamen yanzhiwu, which ranks first in the industry, disclosed its prospectus for the first time. It is planned to be listed on the main board of Shanghai Stock Exchange, and the sponsor is China Securities Co.Ltd(601066) securities. According to its fund-raising plan, yanzhiwu plans to raise 1.019 billion yuan for the construction of Ecological Industrial Park, the upgrading of R & D center, the construction of marketing network, brand promotion and replenishment of working capital.
first finance
Where will domestic investors watch carefully and foreign investors buy A-Shares against the trend?
The Federal Reserve is about to raise interest rates, and the Central Bank of China will cut interest rates; The sharp contrast between buying funds from the north and selling funds from the mainland has triggered heated discussion in the market since last week. Does this mean that the market bottoms out and stabilizes? How do domestic and foreign institutions view the prospect of China’s stock market?
China shipping company takes the equity of Guangzhou Asian Games City, Shimao exits country garden and is still responsible for marketing
After Yajule, another shareholder of Guangzhou Asian Games city project also transferred the equity to CNOOC real estate. On the evening of January 24, Shimao Group (00813. HK) announced that it had sold 26.67% equity of Guangzhou Asian Games City Project at the price of 1.844.5 billion yuan. Shimao said that it is expected to realize the sale income of about 716 million yuan. About 80% of the proceeds from the sale is intended to be used to reduce liabilities and about 20% for general corporate purposes.
economic reference daily
Anchoring a good start to the new year, local measures to stabilize growth are ready to go
Following the announcement of China’s economic annual report in 2021, local governments have successively handed over the annual economic “report card”. The reporter of the economic information daily learned that in the first year of the 14th five year plan, the economy of many places recovered steadily and improved steadily, showing the characteristics of strong motivation, stable situation and sufficient toughness. At the same time, in the face of “triple pressure”, local governments have stepped up planning for a new round of practical measures to stabilize growth, and taken a series of specific measures to promote the economy to “open the door and stabilize” in 2022. Focusing on stabilizing industrial economic growth, stimulating consumption potential, expanding effective investment, relieving the burden and stimulating the vitality of market players, a package of specific measures will be intensively implemented.
The State Council deploys ten key projects of energy conservation and emission reduction in the 14th five year plan
On January 24, the State Council issued the comprehensive work plan for energy conservation and emission reduction during the 14th Five Year Plan period (hereinafter referred to as the plan), which made arrangements for energy conservation and emission reduction targets during the 14th Five Year Plan period, and deployed ten key projects as key areas of energy conservation and emission reduction.
