A selection of financial news
Development and Reform Commission: the first half of the national economy continued to stabilize the recovery
National Development and Reform Commission News Fazhi Jin Xiantong pointed out that in the first half of the national economy continued to stabilize the recovery, the main indicators running in a reasonable range, the economic operation in general presents a stable and solid, stable and good trend. Reinforcement, stabilizing and improving trend. But at the same time, we are also sober to see that there are still a lot of contradictions and problems in the economic operation, therefore, to promote the second half of the sustained economic recovery and high-quality development of the economy, we still need to make greater efforts.
Development and Reform Commission: further accelerate the layout and construction of the national regional medical centers, from the pilot to the surface
National Development and Reform Commission said at a news conference on the 19th, "14th Five-Year Plan" period, the National Development and Reform Commission will work with relevant departments to Further accelerate the construction of national regional medical center layout, from the pilot to the surface. This year, focusing on the shortage of high-quality medical resources, the local enthusiasm of the 12 provinces and the Xinjiang Production and Construction Corps into the scope of construction, 2023 to complete the national planning layout, 2025 to basically complete the construction of the national regional medical center. At the same time, according to the arrangement of the Implementation Plan, in the next five years, the Commission will also work with relevant departments to build provincial regional medical centers on a provincial grid basis, and support the construction of about 120 provincial regional medical centers around the world, guide the quality medical resources in the urban centers of the provincial capitals and mega (mega) cities, and export them to the weak areas of medical resources within the provincial area, and accelerate the sinking of high-quality medical resources to the grassroots level, and extend the quality of medical services to the masses, in order to achieve the goal of "large-scale medical care". The extension of high-quality medical resources to the grassroots, to the masses around, to achieve the goal of "major diseases do not leave the province" to provide an important guarantee.
Development and Reform Commission: to promote the construction of a number of convenient and accessible, affordable, quality-guaranteed child care services
National Development and Reform Commission said at a news conference on the 19th, the next step, the National Development and Reform Commission and the National Health and Health Commission issued a notice to clarify the rules and regulations of the local task decomposition, according to the annual promotion of the Target implementation, *** with the development of social forces to support the development of inclusive child care services special action, to promote the construction of a number of convenient and accessible, affordable, quality-assured child care services, to reduce the burden of family childbirth, parenting, to better meet the needs of the people for a better life.
Central bank: in June, the average daily trading volume of the Shanghai market increased by 10.8% from a year earlier, and the average daily trading volume of the Shenzhen market increased by 14.3%
Central bank data show that at the end of June, the Shanghai Composite Index closed at 3,591.2 points, a drop of 24.3 points, or 0.7%, from the end of last month; the Shenzhen Composite Index closed at 15,161.7 points, up 165.3 points from the end of last month, or 1.1%. In June, the average daily trading volume of Shanghai market was 444.21 billion yuan, an increase of 10.8%; the average daily trading volume of Shenzhen market was 551.55 billion yuan, an increase of 14.3%.
State-owned Assets Supervision and Administration Commission (SASAC): the second half of the year to promote a high level of scientific and technological self-reliance at the core of the overall work
A few days ago, the State Council State-owned Assets Supervision and Administration Commission (SASAC) held a meeting in Beijing to emphasize the need to pay more attention to the second half of the year to the trend of changes in the external environment, with a good window, guidance to promote the acceleration of enterprises to clean up and exit the "two non-" "two capitals", consolidate the foundation of high-quality development. Put the promotion of high-level scientific and technological self-reliance at the core of the overall work, promote enterprises to be the original technology "source", encourage qualified local enterprises to participate in the central enterprise innovation consortium, focusing on cardinal points, highlighting the key points, as soon as possible to break through a number of key core technologies, to create a high-quality development engine. On the basis of fully considering the advantages and characteristics of local industries, we will vigorously develop strategic emerging industries and enhance the kinetic energy of high-quality development. ? (Investment adviser: Lin Xu Rui, practice certificate number S0260615100004)
Two, the market hot spot focus
Market comment: short-term shock intensified, continue to do more than the joint force is insufficient, it is appropriate to pay attention to the rhythm of the wave to participate
Monday A major stock indexes to maintain shock finishing, as of the close, the Shanghai index fell slightly 0.01%, closing at 3539.12 points; SZSE index rose 0.14%, closing at 14992.90 points; GEM index rose 0.49%, closing at 3449.53 points. The turnover of the two cities reached 1.13 trillion yuan, the day northward funds net buying 4.374 billion yuan. Plate observation, communication industry, cultural tourism, brewing, aviation and other sectors rose, electric power industry, steel industry, securities and other sectors fell. Overall look industry sectors mixed, short-term market shocks increased significantly, continue to do more than the synergy is insufficient, the operation should focus on the rhythm of swing participation. Recent new industry three Musketeers lithium batteries, photovoltaics and semiconductors, as well as chemicals, rare earths and other resource plates, the high level has been significantly differentiated, short-term attention to the high bag; and military, network security, 5G and large financial sectors should be considered a high and low switching direction, it is recommended to continue to pay attention to the short term. The stock market is risky, investment needs to be cautious.
(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)
Macro viewpoint: openness and transparency is the cornerstone of the healthy development of the carbon market
Events: 16th, the National Carbon Emission Trading Market officially launched on-line trading, the day, the volume of transactions More than 4.1 million tons, the transaction amount of more than 200 million yuan, "opening" smooth. This is only the beginning. The construction of the national carbon market is a major institutional innovation that utilizes market mechanisms to control and reduce greenhouse gas emissions and promote green and low-carbon development, and it is also an important policy tool to promote the realization of the goal of carbon peaking and the vision of carbon neutrality. Now, the carbon market incorporates 2,162 key emission units in the power generation industry, covering about 4.5 billion tons of carbon dioxide emissions, and in the future, China will further expand the coverage of the carbon market, and with it may be a trillion-dollar market.
Source: First Financial
Comment: Carbon market trading, although after a decade of pilots, but is still a new thing, to ensure its healthy development, stable and far-reaching, one of the very key factors underlying the openness and transparency. Carbon market trading can be greenhouse gas emissions control responsibility to enterprises, but also for carbon emissions reduction to provide the corresponding economic incentives to reduce the cost of emission reduction of society as a whole, and can lead to green technological innovation and industrial investment in the future may also provide the public with an important investment channel. It is expected that the news face carbon and related conceptual stocks will bring short and medium-term relative positive stimulus impact, can be modestly low attention layout.
(Investment adviser C.H. Koo?). Registered Investment Advisor Certificate No.: S02606611020066)
Communications industry: 5G network promotion, operators, equipment vendors continue to benefit
Event: the domestic 5G construction continues to promote the steady increase in mobile traffic: as of May 2021, China has completed the number of 5G base stations more than 850,000 stations, with the second half of the operator bidding start, 5G construction speed is expected to accelerate.
Source: Soochow Securities
Comment: Internet of Everything scenario, 5G application scenarios continue to mature: 5G three major capabilities, large bandwidth, low-latency and massive connectivity can empower a variety of scenarios, Internet of Everything trend, 5G application scenarios to open up the 5G has been in the field of energy has a better application scenarios, with the construction of the 5G network is perfect and the maturity of 5G technology, downstream application scenarios will continue to broaden. Scenarios will continue to broaden. Operator earnings stabilized, equipment business performance continues to improve, it is recommended to actively focus on the configuration.
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
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