Ministry of Ecology and Environment: The HFC emission reduction plan will be included in the national plan.
At the regular press conference of the Ministry of Ecology and Environment on July 26th, Liu Youbin, spokesman of the Ministry of Ecology and Environment, answered a reporter's question on the control of hydrofluorocarbons (HFCs), saying that China would incorporate the reduction plan of HFCs into the National Plan for the Elimination of Substances that Deplete the Ozone Layer in China, and establish and implement the import and export licensing system of HFCs.
Source: 2 1 Century Business Herald
The three departments issued an announcement on improving the tax policies related to housing leasing.
The Ministry of Finance, State Taxation Administration of The People's Republic of China and other departments issued an announcement on improving the tax policies related to housing leasing. The announcement pointed out that the general taxpayer of value-added tax of house leasing enterprises can choose to apply the simple tax calculation method to calculate and pay the value-added tax at the tax rate of 5% minus 1.5%, or choose to apply the general tax calculation method to calculate and pay the value-added tax. Small-scale taxpayers of value-added tax in housing leasing enterprises rent their houses to individuals and pay value-added tax at the tax rate of 5% minus 1.5%.
Source: Ministry of Finance website.
Foreign exchange bureau: further expand cross-border investment of private equity investment funds
The State Administration of Foreign Exchange held a video conference on foreign exchange management in the second half of 20021. The meeting arranged the key work of foreign exchange management in the second half of 20021. The first is to promote the comprehensive and strict management of the party to develop in depth. Second, unswervingly promote reform and opening up in the foreign exchange field. We will implement various facilitation policies that have been introduced, and further expand the pilot scope of facilitation such as facilitation of foreign exchange receipts and payments, cross-border investment of private equity funds, and integration of local and foreign currency pools of multinational companies. The third is to improve the management framework of "macro-prudence+micro-supervision" in the foreign exchange market. Improve the management of cross-border capital flows with strengthening macro-prudential as the core, and improve the micro-supervision of the foreign exchange market with changing the supervision mode as the core.
Source: Securities Times Network
Development and Reform Commission: Recently, the price of pig food has been rising continuously, and it has entered the second-level warning range.
According to the monitoring of the National Development and Reform Commission, the national average price of pig grain was 5.89: 1 from July1to July 23, which was between 5: 1 and 6: 1 for more than three consecutive weeks, and rose to the setting of "Proposal on Improving the Government Regulation Mechanism of Pork Reserve to Ensure the Supply of Pork Market and Stabilize the Price". The National Development and Reform Commission will work with relevant departments to carry out pork storage and storage as appropriate.
Source: Securities Times Network
The four departments jointly deployed the national urban subway safety prevention work.
On July 26th, the State Council Security Committee Office, National Defense Office, Emergency Management Department and Ministry of Transport jointly requested that all regions and relevant departments should strictly implement the main responsibilities of subway operating companies, local leadership responsibilities, early warning response and emergency response measures, quickly carry out self-inspection and rectification of urban subway safety, strengthen short-term and imminent monitoring and early warning mechanism, and establish professional emergency rescue teams.
Source: CCTV (news broadcast)
? (investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comment: The three major indexes are adjusted downwards and remain cautious in the short term.
On Monday, the market indexes of the two cities fluctuated and adjusted, and the total market turnover decreased slightly compared with the previous trading day. Specifically, the Shanghai Composite Index closed down 2.34% at 3,467.44 points. The Shenzhen Component Index fell 2.65% to close at 14630.85; Growth enterprise market fell 2.84% to close at 337 1.23.
On the disk, non-ferrous concept stocks, military stocks, transmission and distribution gas stocks were active, with the highest gains, while the brewing sector and insurance stocks were relatively weak. From the trend, the number of the three fingers can fall. Although the decline in late trading narrowed, it still needs to be cautious in the short term.
In operation, it is not recommended to blindly bargain-hunting, and lighten up every rebound. It is suggested to pay attention to resource cycle stocks with performance support and little increase, photovoltaic concept stocks with good plate trend, military stocks with low positions and stocks with good interim report.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro view: Seven departments jointly issued a document: implement the responsibility of online catering platform and earnestly safeguard the rights and interests of take-away food delivery staff.
Recently, the General Administration of Market Supervision, the National Network Information Office, the National Development and Reform Commission, the Ministry of Public Security, Ministry of Human Resources and Social Security, the Ministry of Commerce and the All-China Federation of Trade Unions jointly issued the Guiding Opinions on Implementing the Responsibility of Online Catering Platforms and Effectively Safeguarding the Rights and Interests of Take-away Food Delivery Personnel (hereinafter referred to as the Opinions), which put forward all-round requirements for safeguarding the legitimate rights and interests of take-away food delivery personnel.
In terms of ensuring labor income, the platform is required to establish an income distribution mechanism that matches the work tasks and labor intensity to ensure that the normal labor income of take-away food delivery staff is not lower than the local minimum wage. It is not allowed to take "the strictest algorithm" as the assessment requirement, and reasonably determine the assessment elements such as order quantity, punctuality rate and online rate by "algorithm winning", and appropriately relax the delivery time limit.
Ensure labor safety, improve the platform order distribution mechanism, optimize the distribution route, reasonably determine the order saturation, and reduce the labor intensity. Strengthen traffic safety education and training, guide and urge take-away food delivery staff to strictly abide by traffic laws and regulations.
In maintaining food safety, we should implement the main responsibility of platform enterprises to distribute food, formulate management norms for take-away food delivery services, strengthen food safety knowledge training, and ensure that the food distribution process is not polluted.
In terms of improving social security, the platform and third-party cooperation units are urged to participate in social insurance for take-away food delivery personnel who establish labor relations, support other take-away food delivery personnel to participate in social insurance, and participate in the pilot project of occupational injury protection for flexible employees on the platform in accordance with state regulations. Encourage the exploration of providing diversified commercial insurance protection schemes and improve the level of multi-level protection.
Optimize the working environment, encourage and support the development of new formats, promote the establishment of temporary residence for take-away food delivery personnel, promote the laying of smart take-away cabinets, encourage the research and development of wearable devices such as smart helmets, create a good working environment, and actively play a role in stabilizing and expanding employment.
Strengthen organizational construction, promote the establishment of trade union organizations to adapt to the new employment pattern, actively recruit take-away food delivery staff to join the club, participate in consultation and coordination on important issues involving employees' rights and interests, improve the support and security system, and carry out in-depth and meticulous assistance work.
In terms of conflict resolution mechanism, we urge the platform to establish a direct channel to reflect the demands of take-away food delivery staff, clarify the procedures and time limits for handling demands, strengthen democratic consultation and equal communication, and generally solve the standard problems caused by objective factors such as overtime food delivery within 24 hours.
The Opinions require all localities to implement territorial responsibilities, establish and improve a coordination mechanism to protect the rights and interests of food delivery personnel, strengthen organization and implementation, strengthen risk assessment, effectively resolve conflicts, implement the main responsibility and social responsibility of online catering platforms, protect the legitimate rights and interests of food delivery personnel, and resolutely safeguard social stability.
Source: General Administration of Market Supervision
Comments: The promulgation of "Guiding Opinions on Implementing the Responsibility of Online Catering Platform and Effectively Safeguarding the Rights and Interests of Take-away Food Delivery Personnel" is a negative for online take-away platform enterprises and increases operating costs. For smart wearable device companies, it is expected to gain new market space and benefit related stocks.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Basic chemical industry: the supply of soda ash is tight, and the new demand for photovoltaic drives up the price.
With the recovery of superimposed demand, the mismatch between supply and demand of VE will intensify, the supply gap will be difficult to alleviate in the short term, and there is a large room for price increase. VE may start a new round of business cycle. By July 23rd, 20021year, the prices of heavy soda ash and light soda ash in East China were 2250 yuan/ton and 2050 yuan/ton, respectively, which were 6 1% and 64% higher than those at the beginning of 20021year.
Source: Everbright Securities Research Report
Comments: With the recovery of industry demand, VE is in urgent need of inventory, or it will bring a new round of high boom cycle. Domestic flat glass production is growing steadily, and photovoltaic glass is expected to enter a rapid growth mode under the guidance of policies. The release of soda demand will also drive the price of soda into a new upward channel, so it is recommended to pay attention.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
Third, the new share subscription tips
The subscription code of Green Island Wind is 30 1043, and the subscription price is 26.75 yuan.
The purchase code of Benchuan Smart is 300 964, and the purchase price is 32. 12 yuan.
Xiamen Tungsten New Energy Purchase Code is 787778, and the purchase price is 24.50 yuan.
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Four. Key stock recommendation
View the full version of early view (customized path by month: discovery-information-information products-information-early view; Single customized path: discovery-gold medal appraisal-early viewing)