Li Keqiang: Reduce the accuracy in time! Increase support for the real economy to ensure the stable and healthy operation of the economy.
People's Republic of China (PRC) Li Keqiang, Premier of the State Council of the People's Republic of China met with IMF Georgieva in Ziguangge, Zhongnanhai on the afternoon of February 3, saying that China will continue to co-ordinate epidemic prevention and control and economic and social development, implement stable macro policies, enhance pertinence and effectiveness, continue to implement prudent monetary policies, maintain reasonable and sufficient liquidity, formulate policies around the needs of market players, reduce RRR in a timely manner, and increase support for the real economy, especially small and medium-sized enterprises, to ensure stable and healthy economic operation.
Shanghai started the pilot project of financial technology innovation in the capital market, which is comparable to the pilot project of digital RMB.
The 3rd Shanghai International Forum on Financial Technology and the 1st Yangtze River Delta Financial Technology Conference 65438+opened in Shanghai International Financial Technology Innovation Center on February 4th. Leaders, experts and scholars from national financial management departments, financial institutions, financial science and technology fields, and educational and scientific research institutions jointly discussed "new finance, new ecology and new future" through online and offline forms. At the opening ceremony of the forum, Shanghai Local Financial Supervision Bureau and Shanghai Securities Regulatory Bureau jointly announced the launch of the pilot project of financial technology innovation in the capital market (Shanghai).
Fang Xinghai, Vice Chairman of CSRC: Accelerate the construction of commodity ecological circle and build commodity trading center and information center.
Fang Xinghai, vice chairman of China Securities Regulatory Commission, said that the futures market should speed up the construction of OTC derivatives market, steadily expand the pilot varieties of warehouse receipt trading, improve the service function of comprehensive trading platform, strengthen cooperation with emerging technologies, finance, warehousing and logistics, strengthen the integration of industry and finance, accelerate the construction of commodity ecological circle, build commodity trading center and information center, promote the coordinated development on and off the market, and continuously expand the coverage of futures derivatives serving the real economy.
At least 27 countries have raised interest rates this year! The central bank has also encountered a new problem.
The data shows that in 20021year, the inflation rate of more than 80 countries and regions around the world hit a new high in the past five years, and the overall global inflation rate will reach 4.3% this year, a new high in 10 years. Among them, the CPI of the euro zone increased by 4.9% in June 5438+065438+10, the largest increase in 25 years. The CPI of the United States in June 5438+ 10 increased by 6.2% year-on-year, the biggest increase in 3 1 year. In many countries, the consumer price index, that is, CPI, continues to soar, from water, electricity and daily necessities, prices are almost everywhere, and people in many countries are under tremendous pressure. In order to prevent further inflation and avoid financial imbalances, many central banks began to cut economic stimulus measures. At least 27 countries around the world, including Russia, Mexico, Venezuela, Poland and Brazil, have successively raised interest rates this year. The new mutant Omicron recently discovered in South Africa once again brings uncertainty to global economic growth and new problems to central banks.
Gao Yan, President of China Council for the Promotion of International Trade: The phenomenon of "three highs" deserves special attention at present.
On February 4th, 65438, Gao Yan, President of China Council for the Promotion of International Trade, said at the18th Global Annual Meeting (F20 Summit) of the International Finance Forum (IFF) that at present, the phenomenon of "three highs" deserves special attention. First, energy prices remain high. In the second half of this year, the global energy supply and demand are unbalanced, and many countries are short of coal, electricity, oil and gas. Energy prices rose by 65,438+06% in the third quarter. Second, the global debt level is high. In 2020, the total global debt soared to $28 1 trillion, accounting for 355% of global GDP. At present, the loose fiscal and monetary policies of major economies are close to the limit. Third, protectionism is on the rise. The tendency of introspection in most countries has intensified, the global industrial chain supply chain has been reshaped, trade frictions have emerged one after another, and restrictions and censorship on foreign investment have become stricter.
(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market comment: The market reinterprets the structural active market, suggesting moderate active band participation.
Last Friday, the index opened higher and went higher. At the close, the Shanghai Composite Index rose 34 points to close at 3,607 points, and the Growth Enterprise Market Index rose 0.34% to close at 3,479 points, with 67 stocks trading daily and 20 stocks trading daily. The total turnover of the two cities was1135.4 billion yuan, and the net inflow of funds from the north was 9.2 billion yuan. Disk observation, port transportation, electricity, coal, aerospace and other sectors were among the top gainers, while education, e-cigarettes, paper making and auto parts were among the top losers. Sector stocks are structurally active. At present, under the background of stable fundamentals and liquidity, it is expected that the market will show a trend of "two retreats and one shock". In operation, it is suggested to flexibly grasp the participation of rhythm bands, and it is suggested to pay attention to financial, wind power, photovoltaic, semiconductor and other 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: Li Keqiang: China will formulate policies around the needs of market players, and reduce RRR in a timely manner.
Event: On the afternoon of February 3rd, 65438, People's Republic of China (PRC) Li Keqiang, Premier of the State Council of the People's Republic of China met with Georgieva, managing director of the International Monetary Fund, by video in Ziguangge, Zhongnanhai. Li Keqiang briefly introduced the economic situation in China, and pointed out that in the face of complex environment and new downward pressure, China will continue to coordinate epidemic prevention and control and economic and social development, implement stable macro policies, and enhance pertinence and effectiveness.
Source:? Securities Times
Comments: Li Keqiang emphasized that "we should continue to implement a prudent monetary policy, maintain a reasonable and abundant liquidity, formulate policies around the needs of market players, use a variety of monetary tools, reduce RRR in a timely manner, increase support for the real economy, especially small and medium-sized enterprises, promote the steady decline of comprehensive financing costs, and ensure the stable and healthy operation of the economy". It is expected that the news will bring reassurance to the market at a favorable stage and boost market confidence.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Automobile industry: domestic parts usher in the golden age, and the valuation is waiting to bloom.
Event: The domestic automobile industry is facing the change of electrification and intelligence, and the competition pattern of the automobile industry will change greatly in the future. We believe that the logic of independent rise is also applicable to parts enterprises. In the era of traditional fuel vehicles, most of the complete vehicle and parts matching relationships were provided by foreign parts manufacturers to foreign/joint venture brands, and most of the domestic parts were mainly provided to domestic brands. We believe that with the reshaping of the downstream vehicle industry, domestic parts will also usher in the best era.
Source: Zheshang Securities Research Report
Comments: In the short term, the parts industry will usher in the Davis double-click under the downstream recovery replenishment cycle. In the medium and long term, we are optimistic about the rise of domestic parts under industry changes. The parts plate grasps three main investment lines: first, the import substitution of parts enterprises facing the break; The second is the logic of customers' smooth expansion, optimistic about the core suppliers of Tesla's industrial chain and the independent industrial chain; The third is the new direction led by electrification and intelligence.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Third, the new share subscription tips
The purchase code of Huayan Seiki is 30 1 138, and the purchase price is 26. 17 yuan.
The subscription code of Di 'a shares is 30 1 177, and the subscription price is 1 16.88 yuan.
The purchase code of product environmental energy is 73207 1, and the purchase price is 15.42 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)