Li Keqiang: Continue to increase financial policy support for small and medium-sized enterprises and individual industrial and commercial households.
On the morning of Li Keqiang, Premier of the State Council of the People's Republic of China 12 13, People's Republic of China (PRC) met with World Bank President Malpas by video in Ziguangge, Zhongnanhai.
Li Keqiang said that the sixth "1+6" round-table dialogue held not long ago was frank and fruitful. We have just held a central economic work conference. As the largest developing country in the world, China will persist in striving for progress while maintaining stability in its economic work next year. Facing the new downward pressure, we will put steady growth in a more prominent position, coordinate steady growth, adjust the structure and promote reform. We should not only strengthen our confidence, but also face up to difficulties and take effective measures to deal with them. Macro policies should be steady and effective, and proactive fiscal policies should improve efficiency and pay more attention to accuracy and sustainability. A prudent monetary policy should be flexible and moderate, and maintain a reasonable and sufficient liquidity.
Source: Xinhuanet
CSRC: Ensure the smooth implementation of the registration system reform and accelerate the improvement of the supervision system for overseas listing of enterprises.
The Party Committee of the CSRC conveyed the spirit of studying and implementing the Central Economic Work Conference: comprehensively deepening the reform and opening up of the capital market with the reform of the whole market registration system as the traction. Adhere to the political view of the reform of the registration system, adhere to the "three principles" of the reform of the registration system, scientifically handle the "six aspects of relations", fully "embroider", and make solid and meticulous preparations in politics, ideology, business and technology to ensure the smooth implementation of the reform. At the same time, guided by the reform of the registration system, we will promote key reforms such as improving the quality of listed companies, improving the delisting mechanism, building a multi-level market, strengthening the responsibility of intermediaries, reforming the investment side, and improving the securities law enforcement and judicial system, and constantly improve the basic system of the capital market. Coordinate development and safety, steadily promote the high-level opening of the capital market, and accelerate the improvement of the supervision system for overseas listing of enterprises.
Source: China Securities Regulatory Commission.
Personal housing loans increased by 401.300 million 5438+01.300 million in June, an increase of 53.2 billion over that of 5438+0.0 in June.
Central Bank: 202 1, 1/At the end of the year, the balance of individual housing loans was 38. 1 trillion yuan, an increase of 41300 million yuan in the month, an increase of 53.2 billion yuan compared with1.
Source: Central Bank website
The maximum subsidy for buying a house in Nanning is 2 million. The third-and fourth-tier property markets are welcoming the tide of "encouraging home purchases"
According to the statistics of interface news, up to now, more than 10 cities have introduced policies to encourage the purchase of houses in different degrees, such as Wanzhou and Bishan in Chongqing, Kaifeng, Xinxiang, Nanning, Baoding, Hengyang, Hai 'an in Nantong, Tonghua in Jilin and Hohhot in Henan. Preferential policies for purchasing houses are mainly introduced from the aspects of talent subsidies, loan quotas, deed taxes and housing subsidies.
Source: Interface News
China Xintong Institute: 10 Domestic mobile phone shipments increased 1 19.2%.
According to the data of China Xintong Institute, the domestic mobile phone shipments in June 5438+065438+ 10 reached 35.3 million units, up 19.2% year-on-year. 1- 1 1 month, the total mobile phone shipments in the domestic market totaled 3170,000 units.
Source: Securities Times
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comment: The index has fallen back, and the theme stocks have blossomed more.
On Monday, the market index of the two cities fluctuated and closed up, and the total market turnover was enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index rose 0.40% to close at 368 1.08. The Shenzhen Component Index rose 0.67% to close at 152 12.5; Growth enterprise market rose 0.87% to 3,496.96 points.
On the face of it, the concept stocks, media stocks and power stocks of Metauniverse were active, with the highest gains, while the catering and tourism sectors were relatively weak. From the trend point of view, the index stood at 3700 points in intraday trading, stimulated by good news over the weekend, and then fell back. The pressure above 3700 points is still relatively high, and it is expected to continue to hit 3700 points after short-term consolidation.
In operation, the market sentiment is high and the theme stocks are eye-catching. In the short term, it is suggested to pay attention to the opportunities for concept stocks such as auto parts, green power and meta-universe to be active again and again. In the medium term, it is recommended to pay attention to high-quality leading enterprises such as the middle and lower reaches of lithium batteries, military industry, photovoltaics, energy storage, chips and consumption, as well as stocks that performed well in the third quarter.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: Development and Reform Commission: Strengthen the construction of energy production, supply, storage and sales system, and actively promote the construction of large-scale wind power and photovoltaic bases.
65438+February 1 1, the national development and reform work conference was held in Beijing. The meeting emphasized that the construction of energy production, supply, storage and marketing system should be strengthened, and the role of inter-ministerial coordination mechanism of coal, electricity, oil and gas transportation should be fully exerted to ensure the supply of coal, electricity and natural gas. Strengthen refined energy management, ensure people's livelihood and public demand for energy, promote enterprises in key industries whose energy efficiency is lower than the benchmark level to implement transformation and upgrading in an orderly manner, and promote the whole society to strengthen energy conservation. We will promote the adjustment and optimization of energy structure in an orderly manner, actively promote the construction of large-scale wind power and photovoltaic bases focusing on deserts, Gobi and desert areas, and continue to play the role of traditional energy sources, especially coal and coal-fired electricity, in peak shaving and supply protection.
Source: NDRC website
Comments: While actively promoting the construction of large-scale wind power and photovoltaic bases focusing on deserts, Gobi and desert areas, we will continue to play the role of traditional energy sources, especially coal and coal-fired electricity, in peak shaving and supply protection. While continuing to promote the construction of green power such as wind power and photovoltaic power generation, it also affirms the indispensable role of traditional energy such as coal and coal-fired power. Because the stocks in the concept sectors such as wind power and photovoltaic have generally increased greatly, and the stock price is at a high level, it is not recommended to participate in heavy positions.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Photovoltaic industry: the energy consumption of clean energy raw materials is not included in the total energy consumption control, and the price reduction of silicon materials is initially realized.
The price of silicon fell, and the price of dense materials fell 1 1 yuan/kg to 258 yuan/kg. At the same time, the prices of silicon wafers, batteries and components fell across the board, with silicon wafers falling the most, and batteries and components falling by about 1.5%-2.0%. At present, the price of components has dropped by 0.03 yuan /w to 1.95 yuan /W, and we believe that the drop in the price of silicon materials will be transmitted to the photovoltaic industry chain for price reduction, which will reduce the pressure on the yield of power stations and benefit the downstream installed capacity. In the short term, the installed capacity will come to an end this year, the demand is weak, the price of silicon materials is expected to continue to decline, and the price reduction in the industrial chain will stimulate the installed capacity. It is expected that the off-season will not be weak in the first quarter of next year. In the long run, with the release of restrictions on the expansion of silicon materials and the continuous release of new production capacity, the shortage of silicon materials will eventually ease, and downstream demand will soon erupt.
Source: Huaan Securities Research Report
Comments: The energy consumption of silicon materials is not included in the total energy consumption control, which is conducive to the expansion of silicon materials enterprises and the release of silicon materials production capacity. The price drop is conducive to downstream installation.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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