A selection of financial news
The first forum event of the Global Digital Trade Expo will be held on the 22nd
In late March, the first Global Digital Trade Expo will be held in Hangzhou. The current digital trade fair is approved by the Party Central Committee and the State Council of the national level, global, the only digital trade as the theme of the professional exhibition. 22 February, as the first global digital trade exposition of the river digital trade forum of the first event, organized by the Department of Commerce of Zhejiang Province, Zhejiang Provincial Institute of Commerce, hosted by the digital trade empowered by the **** the same affluent development forum will be held using a combination of on-line and off-line way.
State Council: 14th Five-Year Plan: more chronic disease medicines will be included in the centralized volume purchasing
The State Council issued the "14th Five-Year Plan" for the development of the national aging cause and the pension service system, and the "14th Five-Year Plan" for the development of the national aging cause and the pension service system, and the "14th Five-Year Plan" for the development of the national aging cause. During the "14th Five-Year Plan" period, the scope of reimbursement for medicines used for chronic diseases for the elderly will be expanded, and more medicines used for chronic diseases will be included in centralized volume purchasing, so as to reduce the burden of medicines on the elderly. To give full play to the advantages and role of Chinese medicine in the prevention and treatment of geriatric and chronic diseases. The medical services, medicines and medical consumables provided are applicable to the medicine price policy implemented by this medical institution, and the fee for home service can be determined independently by public medical institutions.
State Council: promote the development of "Internet + pension services"
According to the Chinese government network on the 21st news, the State Council issued the "14th Five-Year Plan" for the development of the national cause of aging and pension service system. The State Council issued the "14th Five-Year Plan" for the development of the national aging program and the planning of the elderly service system. The plan proposes to cultivate new forms of life services for the elderly. Promote the development of "Internet + elderly service", promote the Internet platform enterprises to accurately match the demand for elderly service, support community elderly service organizations to platform display, provide "menu type" near convenient elderly service, encourage the " Encourage children to place orders online and the elderly to experience the services". Cultivate city-level comprehensive information platforms and industry vertical information platforms. The company has also been able to guide the development of online and offline integration of qualified senior care service organizations, using the Internet, big data, artificial intelligence and other technological innovations in the service model.
100,000 postal outlets to sell coffee, milk tea ...... Starbucks, Rexall shudder?
Recently, China Post's coffee shop opened in Xiamen was highly publicized, and some people believe that once it is spread is the first in the country. Data show that by the end of 2020, China **** had 54,000 postal branch offices and 43,000 delivery service outlets. Starbucks has more than 5,000 stores in China, and Ruixing has nearly 6,000. From this, some people judge that China Post has a lot of room for development in the coffee industry, and as an outsider may disrupt the whole industry. The truth is not simple. The reporter learned that the former "old postal", frequent cross-border, embracing the "new industry", has not been a day a store. China Post under the banner of coffee, milk tea, fruit and vegetable stores, postal beneficiaries of life station ...... endless, but are not large-scale "copy", the Post Office frequent cross-border, the road and long and far.
Central Bank: will continue to guide financial institutions to strengthen anti-money laundering
The relevant person in charge of the People's Bank of China replied to a reporter's question on the temporary suspension of the implementation of the "financial institutions and customer due diligence and customer identification information and transaction record-keeping management approach". The person in charge said that after the release of the Measures, some small and medium-sized financial institutions proposed that the Measures for different financial products and business models put forward specific norms and requirements, financial institutions need to revise and improve the internal management system, information systems, business processes, and personnel training. For this reason, after study, it was decided to suspend the implementation of the Measures. The PBoC resolutely implements the decision-making and deployment of the CPC Central Committee and the State Council, and always practices the people-centered development ideology, and will continue to guide financial institutions to strengthen anti-money laundering, further optimize their services to the people while preventing risks, protect the people's financial security and interests in accordance with the law, and continue to enhance the quality and effectiveness of the financial services to the real economy, in particular to serve the small and medium-sized micro and medium-sized enterprises (MSMEs), improve the business environment, and promote high-quality development of the economy. The company's business environment will be improved, and the economy will be promoted to a higher quality of development.
(Investment Advisor: Lin Xu Rui, Practice Certificate No. S0260615100004)
Second, the market hot spot focus
Market Review: Hot topics short-term eye-catching, long-term performance to be observed
Monday A shares The three major indexes were mixed, the Shanghai Composite Index fell 0.15 points to close at 3490.61 points, the Shenzhen Composite Index rose 0.09% to close at 13,471.16 points, the GEM Index fell 0.79% to close at 2,804.6 points, the total turnover in the two cities enlarged compared to Friday, more than 900 billion yuan for the whole day. Plates and concepts, the concept of eastern counting and western counting continued to soar, related IT equipment, telecommunications operations, software services also rose relatively large, building materials, brewing, insurance plate fell ahead. Although the concept of eastern counting western computing stocks soared for two consecutive trading days, but the construction and operation of data centers is a relatively long-term project, the specific performance of the embodiment may also need a long time, the short-term hot topics should not chase high, the subsequent concept of internal plate differentiation is the probability of events, investors need to pay attention to risk. The stock market is risky, investment need to be cautious.
(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)
Macro Perspectives: Macro leverage decline to stabilize growth to free up policy space
Events: February 15, CASS released the 2021 Macro Leverage Report. The report shows that the leverage ratio of the non-financial sector in the fourth quarter of 2021 was 263.8%, down 1 percentage point from 264.8% in the third quarter, of which the stock of debt of the real economy amounted to 302 trillion yuan, up 2.2 percentage points compared with the third quarter; the four-quarter sum of the nominal GDP was 114 trillion yuan, up 2.6 percentage points compared with the third quarter, and the full-year macro leverage ratio fell by 6.3 percentage points.
Source: CASS website
Comment: 2021 is the year of entity leverage decline is relatively large, in which the corporate sector decline is more obvious, the government sector cross-cyclical regulation of leverage, the residential sector stabilized leverage, from the international point of view, a number of countries in 2021 have a decline in macro leverage, in essence, is the economy on the previous stimulus policy The "aftermath" of the digestion, in addition to the decline in leverage in 2021 also for the macro policy in 2022 to stabilize growth to make room for the marginal impact on the A-share market to the positive side.
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
Real estate industry: commercial banks cut mortgage rates in some areas
Events: Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of China, Construction Bank of China, Bank of Communications, Postal Savings Bank lowered mortgage rates in Guangzhou, the preferential approval rate for first suite was lowered from the previous LPR+100BP (5.6%) to LPR+80BP (5.4%), and the preferential approval rate for second suite was lowered from the previous LPR+120BP (5.8%) to LPR+100BP (5.6%).
Source: CCTV Network
Comment: Recently, some cities have commercial banks to lower mortgage interest rates, the purpose of this move is to better meet the rigid demand for housing under the framework of "housing without speculation", to give appropriate concessions to rigid homebuyers, to ensure that the demand for a reasonable release of the medium and long term is conducive to the healthy development of the real estate market, the secondary market in the short term, there are shares in the stock market. Healthy development, the secondary market short-term stock price reaction, can be interpreted as emotional, the extent of the impact on the performance of real estate companies need to continue to observe.
(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)
Three, the new stock subscription tips
2022-02-22 no new stock subscription
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