1 and 202 1 versions of the negative list of foreign investment access were released, and the negative list of national and free trade zones was further reduced to 3 1 and 27, with the reduction ratio of 6. 1% and 10% respectively, and the negative list of manufacturing industries in free trade zones was cleared up. Among them, in the field of automobile manufacturing, the restrictions on the ratio of foreign shares in passenger car manufacturing and the number of joint ventures established by the same foreign investor to produce similar vehicle products in China are abolished. The List makes it clear that domestic enterprises engaged in the negative list of FTZs in which overseas listing in investment fields is prohibited shall be examined and approved by the relevant state authorities, and foreign investors shall not participate in the operation and management of enterprises, and their shareholding ratio shall be implemented with reference to the relevant provisions on the management of domestic securities investment by foreign investors.
2. The 2022 working meeting of China People's Bank was held by video on the morning of February 27th, 65438. The meeting called for the comprehensive use of various monetary policy tools to maintain a reasonable and sufficient liquidity, enhance the stability of total credit growth, increase support for the real economy, and keep the growth rate of money supply and social financing basically matching the nominal economic growth rate.
3. The central bank and the General Administration of Market Supervision solicit opinions on the Interim Measures for the Information Management of Beneficiaries of Market Subjects, and intend to establish a beneficial owner information filing mechanism in China. The two departments pointed out that the filing of beneficial owner information helps to prevent shell companies, false capital injection and nested shareholding from the source, curb financial chaos and various crimes, and also helps to ensure that real market players get corresponding resources and industrial development policy dividends, which is conducive to optimizing the business environment and deepening the reform and innovation of China's commercial system.
4.5438+065438+ 10 The profits of industrial enterprises above designated size nationwide increased by 9% year-on-year, and the previous value increased by 24.6%. According to the data of the National Bureau of Statistics, in June, 5438+065438+ 10, with the policy effects of ensuring supply and stabilizing prices and helping enterprises get out of difficulties, the rapid rise of raw material prices in the upstream was initially curbed, the cost pressure of downstream industries was alleviated, and the profit structure showed the characteristics of improvement.
home market
On February 27th, 1 and 12, the two cities showed a narrow fluctuation pattern. At the close, the Shanghai Composite Index fell 0.06%, the Shenzhen Composite Index rose 0.04%, and the Growth Enterprise Market Index fell 0. 1%. In terms of sectors, pharmaceutical stocks strengthened in an all-round way, with energy storage and power sectors falling in the afternoon, while decorative building materials, airports and hydrogen energy sectors were among the top gainers; Games, photovoltaics, and hypercosmic concept sectors were among the top losers. More than 50 stocks in the two cities rose 10%.
Due to the Christmas holiday, Hong Kong stocks are closed.
4. The biggest IPO accident in A-share 10 years was rejected by newcomers. China Mobile disclosed the results of A-share IPO issuance, showing that the number of unpaid subscriptions of online investors was 129 1300 shares, and the unpaid subscription amount was 743 million yuan; The number of unpaid subscriptions of offline investors is 220,600 shares, and the unpaid subscription amount is12,704,900 yuan; The total abandonment amount reached 756 million yuan.
5.65438 On the evening of February 27th, Huaxia Happiness announced that the board of directors of the company reviewed and approved the Proposal on Implementing Debt Restructuring, and reviewed and authorized the debt restructuring transactions related to Huaxia Happiness's debt restructuring plan.
6. huaxin cement announced that the application for domestic listed foreign shares to be listed and traded on the main board of The Stock Exchange of Hong Kong Limited was approved by the China Securities Regulatory Commission.
7. Iflytek 65438 announced on the evening of February 27th that the company signed the Investment Cooperation Agreement with Hefei High-tech Zone on the same day to invest in the construction of artificial intelligence R&D and production base (Phase I) projects to meet the needs of rapid business development and expanding business scale. The total investment of the project is about 2 billion yuan, the land area is about 300 mu, and the construction area is about 250,000 yuan, of which the investment in fixed assets is not less than 654.38+0 billion yuan.
8. Wanhua Chemical announced on the evening of February 27th, 65438. Since June 27th, 2022, the listed price of the company's polymeric MDI in China market is 2 1500 yuan/ton (no change compared with February 27th, 20021year). The listing price of pure MDI is 22,500 yuan/ton (65,438 yuan +0.300 yuan/ton lower than the February price of 202 1).
9.65438 On the evening of February 27th, Light Media announced that the film manslaughter 2, which was distributed by a wholly-owned subsidiary of the company, was released in Chinese mainland on 202 1 12 17. As of 202 1 12 26, the company came from.
10, Yuntu Holdings (002539) 65438+On the evening of February 27th, Yingcheng Chemical Company, a wholly-owned subsidiary of the company, plans to build a "Green Transformation and Product Structure Adjustment and Upgrading Project of Salinization Circular Economy Industrial Chain" in Yingcheng, Hubei. It is estimated that the total investment of the project is 7.5 billion yuan, mainly for the construction of 600,000 tons of water-soluble compound fertilizer, 400,000 tons of slow-release compound fertilizer and 700,000 tons of refined salt.
1 1,1On the evening of February 27th, Dongfang Risheng announced that it planned to invest in the source-network-load-storage integration demonstration project (Phase II) of the incremental distribution network in Guyang Jinshan Industrial Park, Guyang County, Baotou City, with a total investment of 44.65 billion yuan, which will be divided into two major sectors: one is the manufacturing sector (namely the load side).
12, Li Yanhong, founder, chairman and CEO of Baidu, said that the first concept car will be announced in the first half of 2022, and the first vehicle-mounted robot will be delivered in mass production in 2023, with L4 automatic driving capability. Baidu AI Cloud officially launched the digital human platform-Baidu AI Yunxiling.
13, Aauto quickly released the "cohesion plan", which plans to tilt 1000 billion public domain traffic to support businesses in various industries; Give fans a high rebate, and the ROI target will increase by 300%+ In addition, Aauto will invest 500 million yuan in cash to reward quality operators. Meituan and AautoQuick have reached a strategic interconnection cooperation, and Meituan will launch Meituan applet on the AautoQuick open platform.
international market
1 On Monday, US Eastern Time, the three major US stock indexes collectively closed up, and the S&P 500 index closed at a record high. Specifically, the Dow rose 35 1.82 points, or 0.98%, to 36,302.38 points. The Nasdaq rose 2 17.89 points, or 1.39%, to 1587 1.26 points; The S&P 500 index rose 65.40 points, or 65,438+0.38%, to 47,965,438+0.19. On the disk, most large-scale technology stocks rose, with Apple closing up 2.30% and 202 1 hitting the 24th closing high. The total market value is close to $3 trillion, Meta is up more than 3%, Tesla and Microsoft are up more than 2%. Chip stocks and energy stocks were among the top gainers, with Caron Oil rising by more than 8%, Wei Chao Semiconductor by more than 5%, Applied Materials and NVIDIA by more than 4%, stmicroelectronics, Xilinx and Marathon Oil by more than 3%, Chevron, ConocoPhillips and Western Petroleum by more than 2%; Anti-epidemic concept stocks fell across the board, Novavax fell by nearly 1 1%, iBio fell by nearly 6%, Ocugen fell by more than 3%, and Mardner fell by more than 1%.
2. On Monday, European time, the main indexes of European stocks rose. At the close, the German DAX30 index closed at 15835.25, up 78.94 points or 0.50% from the previous trading day. The French CAC40 index closed at 7 140.39 points, up 53.438+0 points or 0.76% over the previous trading day. The British stock market is closed for the Christmas holiday.
3. The most active gold futures market in the New York Mercantile Exchange in February, 2022 decreased by 2.9 USD compared with the previous trading day, closing at 0. 1808.8 USD per ounce, with a decrease of 0. 16%.
4.65438+ On February 26th, local time, MasterCard's "Spending Pulse" market survey released a report saying that American holiday sales in 20021year increased by 8.5% compared with last year, becoming the largest annual increase in 17. According to the report, among the American holiday sales in 20021year, the sales of clothing and jewelry increased the most. Compared with 2020, the sales of clothing and jewelry during the 20021festival increased by 47% and 32% respectively. In addition, compared with 20 19, online shopping sales in the United States increased by 6 1% during 202 1 holiday.
From next year, all Korean enterprises will implement the system of shortening working hours. If employees apply for shorter working hours, the company should approve it unless there are special reasons. Employees can shorten their weekly working hours to 15 to 30 hours according to their own needs. After applying for one year, you can apply again within two years.
6. US President Biden issued an executive order on February 27th, 65438 local time, authorizing the Federal Emergency Management Agency (FEMA) to provide COVID-19 response assistance for increasing COVID-19 detection tools, and instructing the US Department of Health and Human Services (HHS) to cooperate with state and local governments to increase COVID-19 detection sites on the basis that the federal government can provide reimbursement funds.
7. According to a BBC report on 27th local time, Stephen fitzpatrick, the founder of Orvo Energy Company, said that the rising wholesale price of natural gas and its impact on the public would constitute a "major crisis" in 2022. He called on the British government to show more urgency to solve the problem of soaring natural gas and electricity prices. The report quoted the analysis and forecast of professionals as saying that with the wholesale price of natural gas rising to a record level, the average expenditure of British consumers on gas purchase in 2022 will reach about 2,000 pounds per household (about 6,543,800 yuan+7,000 yuan). The British Energy Association warned on the 23rd that if the government does not intervene, the above expenses may increase by another 50%.
8. According to The Hill local time of 65438+ February 27th in the United States, according to the report of FlightAware, a flight tracking data company, as of the afternoon of 27th, there were101flights in and out of the United States cancelled, and more than 2,400 flights were delayed. Nearly 7,700 flight delays have been recorded worldwide, and more than 2,500 flights have been cancelled.
9. Apple hired Andrea Schubert, the former external communication director of social networking giant Meta's augmented reality project. It is said that this is Apple's preparation for the official release of augmented reality or vr platform products next year.
10. It is reported that Intel plans to expand the production capacity of the fab by 30% in five years, and plans to increase the production capacity of Ireland, Israel and the United States in 2023-2024. The company plans to add a new wafer factory in the United States and Europe.
1 1, the joint venture between Baidu and Geely has made new moves. On February 27th, 65438, Li Yanhong, chairman of Baidu Company, said at the Baidu AI Developers Conference that Du Ji would announce the first concept car in the first half of 2022 and mass-produce the first vehicle-mounted robot in 2023.
12, vipshop expects revenue of 34 billion yuan to 35.8 billion yuan in the fourth quarter.
Finance and real estate
1, the central bank work conference in 2022 emphasized the high-quality completion of the "14 th Five-Year Plan" for financial development. Strengthen the application and management of financial technology. We will steadily and orderly promote the pilot research and development of digital RMB. Promote the introduction of financial infrastructure supervision measures. Promote the formation of a higher level of financial openness based on negative lists and promote capital account convertibility in an orderly manner. Do a good job in risk disposal and resolution of key institutions in a safe and orderly manner; Strengthen the supervision of capital and platform enterprises according to law, and continue to do a good job in the rectification of the head network financial platform. Improve the framework of systematic risk monitoring and assessment, and carry out macro-prudential stress testing; Properly and orderly promote the examination and approval of financial holding companies and implement continuous supervision; Implement additional supervision on systemically important banks.
2. The key work of the foreign exchange bureau in 2022 emphasizes the steady and orderly promotion of high-level opening of capital projects, the expansion of the pilot pool of local and foreign currency integration of multinational corporations, and the promotion of cross-border investment pilots of private equity investment funds; Prevent and resolve external shock risks, strengthen risk prevention and control in key foreign exchange areas, and maintain the stable operation of the foreign exchange market; "Zero tolerance" to crack down on illegal activities in the foreign exchange field.
3. The CBRC will adjust the business catalogue of serious illness insurance for urban and rural residents. Three life insurance companies, namely Minsheng Life Insurance, Agricultural Bank Life Insurance and Harmony Health, and three property insurance companies, namely Ping An Property Insurance, Huaan Property Insurance and Bank of China Insurance, have been adjusted out of the list and no new insurance companies have been added.
4. The Beijing Municipal Commission of Housing and Urban-Rural Development and other four departments jointly issued the Notice on Further Standardizing the Construction of Public Rental Housing and Affordable Rental Housing for Newly Supplied Residential Projects in this Municipality. It is clear that each district will allocate public rental housing and affordable rental housing according to a certain proportion of the residential construction area of the project every year in projects such as newly supplied commercial housing and resettlement housing. Among them, commercial housing projects are mainly based on the construction of affordable rental housing.
5. The centralized auction of the third batch of land in Beijing came to an end, with 12 plot transactions 10 (including 9 reserve price transactions) and 2 auctions with a turnover of 27.725 billion yuan. At this point, Beijing's centralized land supply for the whole year ended. According to the data of Zhongyuan Real Estate Research Center, the total amount of centralized land supply in Beijing reached 85 cases, with 57 transactions, with a total transaction amount of 19004 1 100 million yuan, all of which were high in recent years. Under strict bidding rules, the average premium rate of land transactions is only 5.6%, which is the lowest in recent years.
6.202 1 year, Beijing Housing and Urban-Rural Development Department filed 457 cases against real estate brokers and housing leasing enterprises, and fined 5.755 million yuan. In view of the sudden problems such as the rapid rise of school district housing prices this year, the illegal inflow of business loans into the property market, and the explosion of housing rental enterprises, the urban housing and construction management departments have concentrated on organizing and carrying out several rounds of law enforcement actions, and severely investigated and dealt with illegal issues such as intermediary agencies speculating on school district housing and publicizing business loans.
industry
1, the release of "National Information Planning in the 14th Five-Year Plan", defined the major tasks such as deploying and building the ubiquitous digital infrastructure system of Zhilian, establishing an efficient data element resource system, and cultivating an advanced and secure digital industry system 17, and defined the key projects such as 5G innovative application project, "intelligent networking" facility construction and application promotion project 17.
2. The "14th Five-Year Plan for National Informatization" proposes to carry out innovative demonstration of vehicle networking applications. Choose to build a national-level vehicle networking test area, speed up the construction of intelligent networked vehicle road infrastructure and 5G-V2X vehicle networking demonstration network, improve the "people, vehicles, roads, clouds and networks" collaborative ability of on-board intelligent equipment, roadside communication equipment, road infrastructure and intelligent management and control facilities, and realize advanced automatic driving applications above L3 level.
3. The National Development and Reform Commission and the Ministry of Industry and Information Technology recently issued the Notice on Doing a Good Job in Circular Transformation of Parks during the Tenth Five-Year Plan period, clarifying that by the end of 2025, all qualified parks above the provincial level (including economic and technological development zones, high-tech industrial development zones, export processing zones and other industrial parks) will implement circular transformation, significantly improving the level of green and low-carbon circular development of parks. Through recycling transformation, the utilization efficiency of energy, water, land and other resources in the park has been greatly improved, and the emissions of carbon dioxide, solid waste, wastewater and major air pollutants have been greatly reduced.
4. the State Council agreed in principle to the 14th Five-Year Plan for the Development of Marine Economy, optimized the spatial layout of marine economy, accelerated the construction of a modern marine industrial system, focused on enhancing the independent innovation capability of marine science and technology, and promoted the protection and development of marine resources as a whole.
5. The meeting of directors of the National Agriculture and Rural Division was held in Beijing on 27th. The meeting stressed that it is necessary to overcome difficulties and expand soybean oil. Taking the expansion of soybean oil production as a major political task that must be completed next year, we should do a good job in restoring the soybean area in the four northeastern provinces, support the promotion of corn and soybean strip compound planting in the northwest, Huanghuaihai, southwest and the middle and lower reaches of the Yangtze River, accelerate the promotion of new models and technologies, and gradually promote the compatible development of soybean and corn. At the same time, do a good job in the production of oilseed crops such as rape and peanuts, expand the area and increase the output.
6.65438 On February 27th, the National Development and Reform Commission issued "Jiangsu Coastal Area Development Plan (202 1-2025)" to plan the medium and long-term industrial development in Jiangsu coastal areas. In terms of energy infrastructure, the National Development and Reform Commission has set targets for the construction of oil and gas pipelines, power transportation, wind power photovoltaic industry, nuclear power and other facilities in the region. Looking forward to the future, Jiangsu coastal areas will promote the construction of basic energy bases and transshipment centers such as oil, gas and coal, focus on the development of renewable energy such as wind power, and build a new energy industry base with global influence.
7. China Steel Association reported on the 27th that in mid-June, 5438+February, the statistics focused on the production of crude steel 18904600 tons, pig iron 163633 tons and steel 18305200 tons by iron and steel enterprises. Among them, the daily output of crude steel was 6.5438+0.8905 million tons, down 2.26% from the previous month; The daily output of pig iron1636,300 tons decreased by 0.33% from the previous month. The daily output of steel products was1830,500 tons, up 1.73% from the previous month.
8. The Ministry of Culture and Tourism has arranged epidemic prevention and control during New Year's Day and Spring Festival in 2022, requiring strict implementation of epidemic prevention and control requirements of travel agencies, A-level tourist attractions and indoor places, strict health monitoring and management of employees, and strict supervision and inspection of epidemic prevention and control. It is necessary to strengthen the safety management of tourist chartered cars, fire safety, special equipment safety and festival activities.
10. The Ministry of Culture and Tourism recently issued the revised Measures for the Administration of Performance Brokers (hereinafter referred to as the Measures) in official website, clarifying that the state shall implement a professional qualification recognition system for performance brokers. Personnel engaged in performance brokerage activities within the territory of People's Republic of China (PRC) shall pass the performance brokerage qualification examination, obtain the performance brokerage qualification certificate and hold relevant certificates.
1 1. The research institute predicts that the shortage of chips will lead to the reduction of global automobile production 1027.2 1 10,000 vehicles this year, and it is expected that the production will be reduced11309,400 vehicles this year. Among them, North America has the largest reduction in production, with the current reduction of 365,438,000+078,400 vehicles. It is estimated that the annual reduction will be 346,5438,000+02,000 vehicles. In Europe, where there are many automobile manufacturers, it is estimated that the production has been reduced by 2,954,438,000+0,000, and it is estimated that the production will be reduced by 3,349,300 vehicles throughout the year.
12. At the Baidu Creat202 1 conference on the 27th, Robin Li, chairman of Baidu, appeared on a Mobius ring planet "Xirang". He revealed the latest progress in a series of AI fields, such as the mass production and delivery of the first concentrator in 2023 and the training of 5 million AI talents in the next five years. Li Yanhong's "digital man" also showed himself roaming in the space station. In his view, in the era of "man-machine * * *", China welcomes AI golden decade.
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