The central bank and other four ministries and commissions: By 2025, a standard system adapted to the construction of a modern financial system will be basically established.
The People's Bank of China, the General Administration of Market Supervision, the China Banking Regulatory Commission and the China Securities Regulatory Commission issued the 14th Five-Year Development Plan for financial standardization. The goal is to basically build a standard system suitable for the construction of modern financial system by 2025, and the standards are deeply integrated with financial supervision, financial markets and financial services. The economic, social, quality and ecological benefits of financial standardization will be fully demonstrated, and the position and role of standardization in supporting the high-quality development of the financial industry will be more prominent.
The central bank and other departments: steadily promote the construction of financial technology standards and prevent illegal financial business in the name of technology.
The central bank and other departments issued the "14th Five-Year Plan" for the development of financial standardization. It is mentioned that the construction of financial technology standards will be steadily promoted. Strengthen the formulation and effective application of standards such as cloud computing, blockchain, big data, artificial intelligence, biometrics, and Internet of Things, and lead the healthy development of financial technology norms. In-depth implementation of financial technology development index evaluation standards, to provide support for self-regulatory organizations to release development index in real time. Promote the construction of the standard system of scientific and technological ethics governance in the financial field. Accelerate the implementation of communication data standards and promote the steady development of communication digitalization. Adhere to the strict separation of financial business and non-financial business, clarify the boundary between scientific and technological services and financial business, and prevent illegal financial business in the name of science and technology.
Development and Reform Commission: Internet companies should accelerate the transformation and upgrading of traditional industries and reduce the operating costs of platform economy participants.
On the afternoon of October 28th, the Central Network Information Office, the National Development and Reform Commission, the Ministry of Industry and Information Technology and the General Administration of Market Supervision jointly held a forum on promoting the healthy and sustainable development of Internet enterprises. Lin Nianxiu, deputy director of the National Development and Reform Commission, said that during the Tenth Five-Year Plan period, the digital economy will inject more powerful impetus into China's economic and social development, and Internet companies should seize the opportunity and take advantage of the situation. First, pay more attention to innovation breakthroughs, strengthen technological innovation, deepen model innovation, and enhance the level of globalization. Second, we must pay more attention to empowering the high-quality development of the real economy, accelerate the transformation and upgrading of traditional industries, provide high-quality products and services, and lead new consumption and quality consumption. Third, we should pay more attention to creating a fair and inclusive development environment, reduce the operating costs of platform economy participants, strengthen the protection of workers' rights and interests in new forms of employment, and make the development of digital economy benefit more people.
The European Union announced the Chip Act, which plans to substantially increase the share of chip production.
The European Commission announced the chip bill that has attracted much attention from the outside world, and plans to significantly increase the EU's share of global chip production. According to the bill, the EU will invest more than 43 billion euros in public and private funds to support chip production, pilot projects and start-ups. Among them, 1 1 billion euros will be used to strengthen existing research, development and innovation to ensure the deployment of advanced semiconductor tools and test production lines for prototype design and testing. By 2030, the EU plans to increase its share of global chip production from the current 10% to 20%. Ursula von der Leyen, president of the European Commission, said on the same day that the Chip Act may change the global competitiveness of the EU. In the short term, it will enable the EU to predict and avoid supply chain disruptions, thus improving its ability to resist future crises; In the medium term, it will help the EU to become a leader in the chip strategic market.
Major national projects started smoothly and orderly, and vigorously promoted stable and healthy economic development.
Around the Spring Festival in 2022, a large number of major projects started smoothly, striving to promote stable and healthy economic development. Among them, infrastructure, industrial upgrading, new infrastructure and major livelihood projects have become important layout areas. Around the Spring Festival, major projects were started all over the country. In the first quarter of Sichuan Province, * * * organized and implemented 0/00 major projects with a total investment of 232.2 billion yuan, involving infrastructure, modern industries, people's livelihood and social undertakings. Anhui Province has started 73/kloc-0 major projects, with a total investment of 376.06 billion yuan and an annual planned investment of1262.5 billion yuan, involving strategic emerging industries, transportation, social undertakings and other fields. Construction of 358 projects in Zhejiang Province started intensively, with a total investment of 638.6 billion yuan and an annual planned investment of 926,543.8 billion yuan. It is planned to start construction substantially before the end of March. The first batch of major projects in Shanghai's five new cities started in the New Year, and 40 major projects involved high-end industries, science and technology, infrastructure, major people's livelihood and other fields, with a total investment of 65.438+032.82 billion yuan.
(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market comment: The index fluctuates and divides, and steady growth is still the main line of the market.
On the second trading day of the Year of the Tiger, the trend of A-share index was obviously differentiated. The Shanghai Composite Index rose 0.67% to close at 3,452.63 points, the Shenzhen Component Index fell 0.98% to close at13,325.41point, and the Growth Enterprise Market Index fell 2.45% to close at 2,846.48 points. The market turnover was 878.8 billion yuan, slightly larger than yesterday. In terms of industry sectors, coal, hotel catering and tourism were among the top gainers, while electrical equipment, semiconductors and wine-making were sharply adjusted back. Throughout the day, the theme of new energy has a more obvious impact on market sentiment. Investors' sentiment often becomes sensitive during the performance vacuum period, and they are obviously worried about the valuation contraction caused by liquidity changes and economic growth slowdown. Subsequent high valuation sectors still need time to digest. Judging from the recent disk, the market has gradually shifted from "high economic growth" to the main line of steady growth policy investment. In operation, it is suggested to focus on the main line of value blue-chip investment, focusing on brokerage, banking, real estate and infrastructure sectors. The stock market is risky, so you need to be cautious in investing.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Macro perspective: Central Bank and China Banking Regulatory Commission: Affordable rental housing loans are not included in the centralized management of real estate loans.
Event: On February 8, the People's Bank of China and China Banking and Insurance Regulatory Commission jointly issued the Notice on Excluding Loans Related to Affordable Rental Housing from the Centralized Management of Real Estate Loans (hereinafter referred to as the Notice). According to the circular, the relevant loans issued by banking financial institutions to affordable rental housing projects with proof of affordable rental housing projects are not included in the centralized management of real estate loans. .
Source: Beijing News
Comments: The notice shows that in the next step, the central bank and the China Banking Regulatory Commission will speed up the establishment and improvement of the housing rental financial system, continue to increase financial support for the construction of affordable housing and the development of the long-term rental market, and promote the virtuous circle and healthy development of the real estate industry. Judging from the news, the real estate industry as a whole will be positively stimulated, and relevant leading companies can be properly concerned.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Securities industry: the release of dividends from the capital market system is conducive to the valuation of the securities industry.
Event: Recently, the CSRC publicly solicited opinions and planned to introduce a market maker mechanism in science and technology innovation board. Access conditions such as "the net capital in the last 65,438+02 months is not less than 6,543,850 billion yuan" and "the classification rating in the last three years is above Class A and Class A (inclusive)" have been set. Enhance science and technology innovation board's liquidity.
Source: Shanxi Securities Research Report
Comments: According to the analysis of the impact of the introduction of market-making 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. Deepening the reform of the capital market supports the macroeconomic transformation and serves the national strategic objectives. At the same time, the securities industry also fully benefits from the vast business opportunities contained in the real economy. The risk of light asset business is relatively low, and the capital restriction is small, which helps to smooth the fluctuation of performance and is more favored by the market in valuation. It is suggested to actively pay attention to the layout of head brokers.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Third, the new share subscription tips
The announced share subscription code is 30 1 18 1, and the subscription price is 40.25 yuan.
The subscription code of Biyi shares is 7322 15, and the subscription price is 12.50 yuan.
Four. Key stock recommendation
Watch the full version of Morning Scene (customized path by month: discovery-information-paid information-Morning Scene; Single customized path: discovery-gold medal appraisal-early viewing)