A selection of financial news
National Health Commission: Epidemic prevention and control to holiday not relax
New Year's Day, the Spring Festival two festivals are approaching, the mobility of the people, the gathering triggered by an increase in the risk of the spread of epidemics. The State Council Joint Prevention and Control Mechanism held a press conference this afternoon, the National Health Commission spokesman Mi Feng said, at present, 89 countries and regions around the world reported Omicron variant, some of China's neighboring countries rapid growth of the epidemic, "external defense input" pressure continues to increase. The two holidays are approaching, we should always tighten the epidemic prevention and control of this string, to ensure that the holiday does not relax
Global set off a new round of outbreaks, the winter Davos Forum for the second consecutive year was forced to reschedule
World Economic Forum (WEF) will be postponed to hold the annual meeting of the next month's Davos, due to the new rounds of epidemics set off by the Swiss and the world, the meeting was frustrated for the second consecutive year
World Economic Forum (WEF) will postpone next month's Davos annual meeting, due to Switzerland and the global. The organization of the meeting has been thwarted for the second consecutive year. The meeting was originally scheduled for January 17-21; the WEF said in a statement that "ongoing uncertainty" surrounding the Omicron strain had forced it to reconsider and now plan to hold the meeting in early summer. The spread of Omicron and its impact on travel and the movement of people made the postponement necessary, WEF said.
This year's A-share IPOs have reached 501, and the registration system reform is helping high-quality development
December 17, accompanied by the listing of Scenic shares on the GEM board, the number of IPOs listed on the A-share market so far this year has reached 501 companies. Data show that the 501 IPO enterprises raised a total of 514.8 billion yuan, which has exceeded the entire year of 2020, the number of IPOs and the amount of capital raised hit a record high. Among them, more than 70% of the IPOs were issued under the registration system, and 385 "new faces" landed on the A-share market under the registration system, opening a new chapter of development after raising 333.356 billion yuan in the first round of fund-raising. With the accelerated reform of the registration system, direct financing "living water" will accelerate the "funding" of the real economy, the number of future IPOs, the amount of capital raised will remain high running trend, more and more real enterprises are expected to land in the capital market, capital markets to realize high-quality The company is also expected to be able to capitalize on the capital market to achieve high-quality development.
Ministry of Industry and Information Technology: 2022 to expand the consumption of new energy vehicles, green smart home appliances, green building materials
December 20, the national industrial and information technology work conference held in Beijing in the form of video. The meeting emphasized that in 2022, efforts should be made to revitalize the industrial economy to provide strong support for stabilizing the broader economy. The implementation of the implementation of the program on revitalizing industrial economic operation, promote the high-quality development of industry, grasp the "14th Five-Year Plan" plan to promote the implementation, and go all out to achieve a smooth succession in the first quarter. Open the key product supply blockage points, effectively smooth the industrial economic cycle. Deepen the integration of production, efforts to boost manufacturing investment. Implementation of the "increase variety, improve quality, create brand" strategy, expanding new energy vehicles, green smart home appliances, green building materials consumption. Do a good job of service guarantee for major foreign investment projects.
The United States will send nearly 300 people to participate in the Beijing Winter (Paralympic) Games, the Ministry of Foreign Affairs: welcome
Foreign ministry spokesman Zhao Lijian hosted a regular press conference today. A reporter asked, 17, the U.S. Olympic Committee CEO Hirschland said the U.S. will send about 230 athletes to participate in the Beijing Winter Olympics, 65 athletes to participate in the Beijing Winter Paralympics. The U.S. Olympic Committee will provide U.S. athletes with adequate information on epidemic prevention before the games, introduce Chinese laws and regulations and international Olympic rules, and have full confidence in the U.S. athletes' safety and security program in China. Zhao Lijian said that with the Beijing Winter Olympics getting closer and closer, the world's ice and snow sports athletes are eagerly looking forward to the opening of the Olympic Games, China welcomes athletes from all countries, including the U.S., to come to China to participate in the Beijing Winter Olympics, and will ensure the safety and convenience of all athletes, and help each and every Olympic athlete to achieve the Olympic dream. We also wish them to surpass themselves and achieve good results.
Shanghai high-end equipment industry development "14th Five-Year Plan" is released, the output value will exceed 700 billion yuan
"Shanghai high-end equipment industry development "14th Five-Year
Shanghai high-end equipment industry development "14th Five-Year Plan" released today. The Plan makes it clear that by 2025, Shanghai will initially build a high-end equipment innovation growth pole with global influence and a core technology source. The industrial output value of the city's high-end equipment industry exceeded 700 billion yuan, and the number of municipal-level industrial parks with special characteristics reached more than 20. The new ability to further enhance, around the high-end equipment core components, machine integration, complete sets of systems, the construction of national and municipal enterprise technology innovation center 100, to achieve the first key equipment and core components (sets) breakthrough 300. Regulation of the enterprise R & D expenditure accounted for an average of more than 2% of operating income.
(Investment Advisor: Lin Xu Rui, Practice Certificate No. S0260615100004)
Second, the market hot spot focus
Market Comment: The market maintains a wide range of shock, risk and opportunity coexist, it is recommended to seize the opportunity of policy themes< /p>
Monday A-share indexes continue to collectively retracement, as of the close of trading, in which the Shanghai index fell 1.07% to close at 3593.60 points; SZSE Chengxin index fell 2.01% to close at 14569.18 points; GEM index fell 2.96% to close at 3332.61 points. Market turnover of more than 1.15 trillion yuan. Plate observation, medicine, real estate, warehousing and logistics industry and other sectors rose in the front, electric power, coal, electrical equipment and other sectors fell in the front. Industry sectors fell more than rise less, plate speculation differentiation is obvious, the recent market volatility, mainly by overseas liquidity tightening expectations, epidemic spreading concerns and other factors. Looking forward, with the gradual force of the stabilization of growth policies, the market is expected to show into two and one shock recovery trend. Specific opportunities and configuration: 1, the policy perspective of "stable growth" or the main line of the stage, involving the plate can track building materials, construction machinery, food and beverage, etc.; 2, can be superimposed on the northward funds to pay attention to the higher varieties, such as financial and other value of the blue chips; 3, science and technology, as well as new energy, mainly under the pressure of the economic downturn Growth of relatively certain varieties. The stock market is risky, investment need to be cautious.
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
Macro viewpoint: help risk clearing, the central bank CBRC issued a document to support the quality of real estate projects mergers and acquisitions
Event: in the real estate business reasonable financing needs continue to be satisfied In the background, the real estate enterprise risk resolution work also ushered in a new policy escort. The People's Bank of China and the China Banking and Insurance Regulatory Commission (CBIRC) recently jointly issued a notice encouraging banking financial institutions to do a good job of financial support and services for the mergers and acquisitions of key real estate enterprise risk disposal projects.
Source: Shanghai Securities News
Comment: The real estate industry has now progressed to a critical stage of credit reconstruction, with a portion of the companies needing to substantially deleverage, and a few needing to sell their assets or even restructure their debts. However, it can be expected that the financial policy will also focus on counter-cyclical adjustment around the goal of "stabilizing land prices, housing prices and expectations". After the debt is cleared, the real estate industry will be stable and healthy development, the relevant leading will continue to benefit, it is recommended to pay attention to the low reasonable swing.
(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)
Intelligent Driving: Focus on Hydrogen Vehicle Development Opportunities?
Event: Hydrogen energy automobile products have the advantages of long mileage, fast replenishment, low carbon emissions, vehicle companies and upstream parts and components companies are actively accelerating the layout of hydrogen energy is an important part of China's future clean energy structure, hydrogen energy industry support and guidance policies will continue to encode.
Source: Huatai Securities Research Report
Comment: The 14th Five-Year Plan points out the need to implement the hydrogen industry incubation and acceleration program, and plan the layout of a number of hydrogen energy industry. Continuous policy support and guidance for the continuous innovation of hydrogen energy technology and industrial chain continues to improve to lay a good foundation, the industry ushered in unprecedented development opportunities, in the new energy sector, hydrogen energy has replaced lithium batteries, become the object of funds, it is recommended that moderate active attention to the configuration.
(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)
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