3.7 trillion in 8 days! Since the New Year in 2022, major projects have started intensively earlier than last year.
According to incomplete statistics, the period is 65438+20221October 4th to 65438+1October1; At least 15 major projects have been intensively started or construction plans have been announced in the country within 8 days; It involves 10 provinces. The total number of projects exceeds 5,600, with a total investment of about 3.7 trillion yuan. In terms of the number of projects, Jiangsu has the largest number of major projects planned to start in the first quarter, which is 2 180, much higher than other provinces.
Source: Interface News
General Administration of Market Supervision: Strive to fully implement classified management of enterprise credit risk in about 3 years.
The General Administration of Market Supervision issued the Opinions on Promoting Enterprise Credit Risk Classification Management to Further Improve Supervision Efficiency. Enterprises in new industries, new formats and new models should refer to the credit risk classification results, explore and implement more scientific and effective supervision, and effectively plug the regulatory loopholes. Strive to fully implement the classified management of enterprise credit risk in the market supervision system in about three years, effectively realize the monitoring and early warning of enterprise credit risk, and strive for early risk discovery, early warning and early disposal. For enterprises with high credit risk, strict supervision measures should be taken to prevent potential risks from turning into regional and industrial outstanding problems.
Source: General Administration of Market Supervision
Shanghai Stock Exchange: Free of relevant fees for listed companies registered in Shaanxi Province and other places in 2022.
In order to support Shaanxi, Henan and Tianjin in coping with the COVID-19 epidemic and give full play to the function of the capital market in supporting the real economy to accelerate its recovery and development, the Shanghai Stock Exchange decided to reduce the following fees: 1. Exempt the initial listing fees and annual listing fees of listed companies registered in Shaanxi, Henan and Tianjin in 2022. Two. The Exchange instructed its subsidiary SSE Information Network Co., Ltd. to waive the online voting service fee for the 2022 shareholders' meeting of listed companies registered in Shaanxi, Henan and Tianjin.
Source: Website of Shanghai Stock Exchange
Supervise the shooting! Quantifying private placement is another big event: customers don't make money, and managers can't extract rewards!
Quantitative private placement is in line with the new regulatory regulations: under the net value, you can't raise excessive performance rewards. Simply put, if the customer loses money, the fund manager can't mention the performance reward. However, according to the reporter's understanding, the way of over-provisioning is not the mainstream charging mode of domestic quantitative private placement at present, and the impact is not great.
Source: China Foundation.
65.438+0 billion investment landed in Guangdong! The team accelerated into the field of hydrogen energy.
Under the background of carbon dioxide emission peak and carbon neutrality, hydrogen energy has become one of the important measures to deal with climate change and accelerate energy transformation. At present, the team composed of central enterprises is accelerating its entry into the field of hydrogen energy. A recent example is that on June 5438+1October 1 1, the South China hydrogen energy industrial base planned by the State Power Investment Group officially settled in Nanhai, Foshan, with a planned total investment of about10 billion yuan.
Source: CBN
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comment: The index is stepping back again, and the downside is limited, so there is no need to be overly pessimistic.
On Thursday, the market indexes of the two cities fluctuated and adjusted, and the total market turnover was enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index closed down 1. 17% at 3,555.26 points; The Shenzhen Component Index fell 1.96% to close at 1.4 1.38; Growth enterprise market fell 1.75438+0% to close at 3083438+04.
From the disk, pre-cooked vegetables, digital currency, and the concept stocks of the Winter Olympics were active, with the top gains, while the liquor sector was the top losers. Judging from the trend, the decline of the three major indexes erased yesterday's gains, and pessimism spread in the market. Although the performance of the index is weak, there is limited room for decline, so there is no need for excessive panic.
Operationally, short-term funds continue to be active around the concepts of medicine, super-universe, Winter Olympics and digital currency. At present, the market fluctuates greatly, and the mentality should remain stable. Don't get too excited when going up and don't be too pessimistic when going down. In the medium term, it is suggested to pay attention to high-quality leading enterprises such as lithium battery upstream, military industry, home appliances, chips and consumption.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: In the shadow of Omicron, the global air ticket sales dropped sharply at the end of last year.
According to Xinhua News Agency, the International Air Transport Association said on June 5438+02 that in response to COVID-19's Omicron variety, many epidemic prevention measures were tightened, including strengthening border epidemic prevention control, which led to a sharp decline in global air ticket sales at the end of last year.
Comments: Omicron's rampage has a negative impact not only on the aviation industry, but also on the whole economy. The performance of individual stocks in transportation, tourism, catering, film and television theaters, commerce and other industries is expected to be affected; Virus detection and pre-cooked dishes are expected to benefit stocks.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Securities industry: Under the expectation of the comprehensive registration system and the reform of science and technology innovation board's trading mechanism, we should pay attention to the investment opportunities of the brokerage sector.
Capital market reform is expected to be further accelerated. 202 1 12 8 to 10 Central Economic Work Conference was held in Beijing, which proposed to fully implement the stock issuance registration system. The Central Economic Work Conference decided to fully implement the registration system next year, which indicates that the capital market reform in China is expected to be further accelerated. On June 7, 2022, at 65438, the CSRC drafted the "Pilot Provisions on Stock Market-making Trading of Securities Companies with Science and Technology Innovation Board (Draft for Comment)", and planned to introduce the market-making mechanism into the Science and Technology Innovation Board. According to the analysis of the influence of the introduction of market maker mechanism in science and technology innovation board on the brokerage sector, it will be conducive to the transformation of brokerage self-operated business to market-making trading business.
Source: Caixin Securities Research Report
Comments: As head brokers have obvious advantages in financial strength, investment and research strength, pricing ability, risk management and other professional qualities, and seize the opportunity in the directional transformation of self-operated business, it is expected that the introduction of market maker mechanism will benefit head brokers. On the main line of investment, it is recommended to pay attention to high-quality head brokers and brokers with outstanding wealth management advantages and top investment banking business.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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Third, the new share subscription tips
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Four. Key stock recommendation
View the full version of Morning View (customized path by month: discovery-information-paid information-Morning View; Single customized path: discovery-gold medal appraisal-early viewing)