A, financial news selection
State Council decided to normalize the institutionalization of drugs and high-value medical supplies centralized volume purchasing
Li Keqiang presided over the State Council executive meeting, decided to normalize the institutionalization of drugs and high-value medical supplies centralized volume purchasing
Source: Securities Times
"On the promotion of high-quality development of the iron and steel industry's guiding opinions," "the implementation of the iron and steel industry carbon peak" will be issued
Industry and Information Technology Ministry of Raw Materials Industry Department of the first-class inspector Lv Guixin January 10 in the China Association of the Iron and Steel Industry Sixth General Assembly of the three meeting said, to promote the industry to further improve the quality of development. Recently, the "14th Five-Year" Raw Material Industry Development Plan has been released, "on the promotion of high-quality development of the iron and steel industry's guiding opinions," "the iron and steel industry carbon peak implementation program" will be followed by the introduction. The next step, we should further do a good job of these important policy documents, spend a lot of effort to implement the implementation of the details, and further promote the mergers and acquisitions of the industry, and further improve the industry's green, intelligent, high-end and service level.
Source: Shanghai Securities News
Ministry of Industry and Information Technology: Efforts to promote the high-quality development of the consumer electronics industry
Ministry of Industry and Information Technology will continue to promote the development of relevant national standards, to promote the charging interface and technology integration and unification, to improve the recycling rate of electrical and electronic products, and efforts to promote the high-quality development of the consumer electronics industry. Accelerate the development and release of "on accelerating the promotion of industrial resources comprehensive utilization of the implementation of the program", in-depth implementation of the pilot project of the extension of producer responsibility for electrical and electronic products, and strive to improve the utilization rate of waste chargers and other electrical and electronic products recycling.
Source: Ministry of Industry and Information Technology website
SFC Vice Chairman Fang Xinghai: The SFC has been supporting eligible mainland enterprises to list and raise capital in Hong Kong
SFC Vice Chairman Fang Xinghai said in a speech at the 15th Asian Financial Forum 2022 that the China Securities Regulatory Commission (CSRC) has been attaching great importance to the capital markets of the two places complement each other's strengths and synergize their development, and has been deepening the all-round and multi-level cooperation between the capital markets of the Mainland and Hong Kong. Regarding the listing of Mainland enterprises in Hong Kong, the SFC has been supporting eligible Mainland enterprises to list and raise capital in Hong Kong, and as at the end of 2021, the number of Mainland enterprises listed in Hong Kong had reached 1,222, accounting for 47% of the total number of listed companies in Hong Kong. This provides an important boost for mainland enterprises to allocate resources globally and realize high-quality development, and also creates good opportunities for global investors to share the dividends of China's long-term stable economic development.
Source: Securities Times
Virtual currency "mining" activities are officially phased out!
According to the official website of the National Development and Reform Commission (NDRC), the "Decision of the National Development and Reform Commission on Amending the Guidance Catalog for the Adjustment of Industrial Structure (2019 Edition)" has been considered and adopted by the 20th committee meeting on December 27, 2021, according to the official website of the NDRC. In the Guidance Catalog for the Adjustment of Industrial Structure (2019 edition), item 7 is added to the elimination category "I. Outdated Production Processes and Equipment" "(XVIII) Others", which reads "Virtual Currency Mining' activities".
Source: CCTV News Client
(Investment adviser? Cai Jin? Registered Investment Adviser Certificate No.: S0260611090020)
Two, the market hot spot focus
Market Review: three indexes probe back up, if continue to adjust the layout of the positive response
Monday the two broader indexes of the two markets oscillated and rebounded, the market The total turnover amount is reduced compared to the previous trading day. Specifically, the Shanghai index closed the SSE index rose 0.39%, closing at 3593.52 points; SZCI rose 0.44%, closing at 14407.0 points; GEM fell 0.04%, closing at 3095.69.
On the face of the plate, the concept of agriculture, forestry and fisheries, pharmaceutical stocks and Xinchuang concept stock performance is active, the top of the list, the concept of wind energy stocks weaker, the market, most of the plate concept rose. From the trend, the index probe back up, volume reduction also indicates that the field of trading sentiment is still cautious, the center of gravity of the GEM index continues to move down, the SSE index has been cross-currents signs of stopping, if the market is again down to adjust, it is recommended to actively layout to cope with.
Operationally, the short-term theme stocks generally stop falling repair, but the current theme stocks in the ebb and flow period, it is still recommended to deal with caution. Medium-term perspective is recommended to pay attention to lithium battery downstream, military, photovoltaic, home appliances, chips, consumer and other high-quality leading enterprises and three-quarterly report to the good stocks.
(Investment adviser? Yu Dechao? Registered investment adviser certificate number: S0260613080021)
Macro viewpoint: 2022 local debt "open the floodgates" in the first quarter of infrastructure investment is expected to usher in trillions of dollars of funds
Fiscal stabilization has been on the way. 2022 New Year's Day The second week, the local government special bonds to start the issuance of the issuance of time than last year's substantial advance of two months, reflecting the central economic work conference put forward by the policy force appropriate to lean ahead of the requirements. So far, at least 17 provinces and municipalities with separate plans have announced plans to issue local bonds in the first quarter, with most of them saying they will issue special bonds in January.
Source: Interface News
Comment: special bonds issued in advance, is expected to bring a large amount of incremental capital to the field of infrastructure in the first quarter. A stock is expected to main business involves construction machinery, cement, steel and other areas of the short-term stock will be stimulated by the news to come out of the rebound market
(investment adviser?). Cai Jin? Registered Investment Adviser Certificate No.: S0260611090020)
Pharmaceutical industry: Chinese medicine support policy landing, the plate boom degree
December 30, 2021, the State Medical Security Bureau issued the "National Medical Security Bureau of the State Administration of Traditional Chinese Medicine on the medical insurance to support the inheritance of traditional Chinese medicine innovation and development guidance" (hereinafter referred to as the "Guidelines"). (hereinafter referred to as the "Guidance"), which clearly lists the support initiatives for TCM on the payment side of health insurance.
All the contents of the Guidance point to the need for medical insurance to expand the payment coverage of Chinese medicine treatment. The main contents are: ① increase the Chinese medicine hospitals, actively incorporate Chinese medicine into the medical insurance, direct settlement of hospitals in different places to increase the Chinese medicine hospitals, designated Chinese medicine medical institutions to carry out the "Internet +" Chinese medicine services into the scope of payment of medical insurance; ② on the price of traditional Chinese medicine services to be tilted. For traditional Chinese medicine technology, Chinese medicine new technology accelerated approval, medical service price adjustment priority consideration of Chinese medicine, hospitals can not provide tickets for the purchase of tablets, can still be sold at a 25% markup. (iii) Incorporate appropriate Chinese medicines and Chinese medical service programs into medical insurance payments. Encourage localities to incorporate appropriate Chinese medicine technologies with precise curative effects and reflecting the characteristics and advantages of Chinese medicine into the scope of medical insurance payment, and the payment of medical insurance shall not be subject to unreasonable restrictions. (4) The total budget is tilted in favor of Chinese medicine, with the total medical insurance index for Chinese medicine hospitals reasonably determined, and support for primary hospitals to carry out Chinese medicine services increased. ⑤ General Chinese medicine medical service programs may continue to be paid on a per-project basis. Traditional Chinese medicine medical institutions may temporarily refrain from implementing DRG payment, and for regions that have already implemented DRG and payment according to the value of diseases, the coefficients and values for traditional Chinese medicine medical institutions and traditional Chinese medicine diseases will be appropriately increased. 6 clearly encourages the public medical institutions to purchase Chinese medicine formula particles into the provincial centralized purchasing platform of medicine listed on the network transactions, to promote open and transparent transactions.
Source: Oriental Securities Research Report
Comment: the Chinese medicine industry there is a policy to encourage the end of the performance of the end of the positive, upward trend, or can become a scarce pharmaceutical products in 2022, the trend of the good plate. Medium and long term optimistic about the consumer attributes, pricing rights, with the integration of the formula particles of Chinese medicine companies.
(Investment adviser Yu Dechao Registered Investment Adviser Certificate No.: S0260613080021)
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