The Political Bureau of the Communist Party of China (CPC) Central Committee Conference: Steadily implement the gradual delay of the statutory retirement age.
On May 3 1, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting to listen to the report on major policies and measures to actively deal with population aging during the "Tenth Five-Year Plan" period, and to consider the decision on optimizing the birth policy to promote long-term balanced population development.
Source: China News Network
Ministry of Finance: On 20021In 18 provinces, autonomous regions and municipalities, a pilot project of comprehensive rural reform was launched.
According to the website of the Ministry of Finance, the Ministry of Finance recently issued the Notice on Further Improving the Pilot Work of Comprehensive Rural Reform (hereinafter referred to as the Notice). In 20021year, we continued to carry out the pilot work of comprehensive rural reform in Beijing, Hebei, Shandong and other provinces and cities 18 (hereinafter referred to as the pilot), with financial support from the central government.
Source: People's Network
Over-raised 15 times! The first batch of 9 publicly-funded infrastructure REITs is completely on fire!
Today (May 3 1), the first batch of nine public infrastructure investment funds (REITs) were issued to public investors.
This epoch-making product marks that domestic real estate asset securitization will enter a new stage of development. Since the product was approved, it has attracted wide attention from all walks of life. The share of REITs sold by public offerings such as Bosera Fund and Fuguo Fund to public investors has exceeded 15 times, which shows its attractiveness.
Source: Gelonghui
Transaction costs of contracts related to rebar futures and other varieties adjusted in the early stage.
Through research, it is decided that since the transaction on June 3rd, 20021(that is, the night trading on June 2nd):
1, rebar futures Rb2 1 10, the transaction fee for closing positions within the contract day is adjusted from two ten thousandths of the transaction amount to three ten thousandths of the transaction amount.
2. The handling fee for closing the hot rolled coil futures Hc2 1 10 contract is adjusted from two ten thousandths of the transaction amount to three ten thousandths of the transaction amount.
3. The intra-day closing fee for nickel futures Ni2 107 and Ni2 108 contracts was adjusted from 3 yuan/hand to 6 yuan/hand.
4. The daily transaction fee for Sn2 107 and Sn2 108 contracts of tin futures is adjusted from 3 yuan to 6 yuan.
5.Fu2 109 The daily closing transaction fee of the contract is adjusted to 0.5 ‰ of the transaction amount.
I hereby inform you.
Source: Last website
Apple announced the list of 200 supply chains, and Chinese mainland added 12 enterprises.
According to Xin Zhixun, on May 28th, Apple released the 15 annual supplier responsibility progress report, and announced the list of the top 200 supply chains in 2020. Compared with the list of 20 19, in terms of regional division, Chinese mainland manufacturers are the latest to be included in Apple's supply chain, reaching 12, further highlighting the importance of Chinese mainland manufacturers in Apple's supply chain.
Source: Shenzhen Business Daily
? (investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Pay attention to market hotspots
Market comment: Individual stocks are active under the trillion-dollar trading volume, but the pressure around 3650 points should not be underestimated.
On Monday, the market index of the two cities fluctuated and closed up, and the total market turnover was slightly enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index rose 0.4 1% to close at 36 15.48 points; The Shenzhen Component Index rose 0.97% to close at 14996.4; Growth enterprise market rose 2.38% to 3,309.07 points.
On the disk, lithium battery concept stocks, medical beauty concept stocks and carbon neutral concept stocks were active, with the highest gains, while the insurance sector was relatively weak. From the trend, the index rose steadily, although it fell slightly in intraday trading, but it still closed above the 5-day line, indicating that the market is still bullish. Individual stocks are still active under the trillion-dollar market turnover, but the pressure around 3650 points should not be underestimated, and it is not appropriate to be overly excited in the short term. It is suggested to maintain the box vibration thinking.
In operation, there were some signs of climax in theme stocks yesterday, and it is expected that there will be differentiation today. It is not recommended to chase up. In terms of opportunities, there is no clear main line in the market at present. For food and beverage stocks, medical beauty concept stocks and semiconductor chip stocks with low positions and little increase, the mid-line suggests paying attention to vaccine concept stocks and resource cycle stocks with performance support.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: the central bank: raise the foreign exchange deposit reserve ratio of financial institutions by 2 percentage points.
In order to strengthen the foreign exchange liquidity management of financial institutions, the People's Bank of China decided to raise the foreign exchange deposit reserve ratio of financial institutions by 2 percentage points from June 20021year to June 20021May, that is, the foreign exchange deposit reserve ratio was raised from the current 5% to 7%.
Source: Central Bank website
Comments: The foreign exchange reserve ratio used to be one of the means for the central bank to cope with RMB appreciation, but it has faded out in recent years. The latest increase was in 2007, from the previous 4% to 5%. Since then, it has remained unchanged until June this year, when it was raised by 2 percentage points to 15. Recently, the central bank has repeatedly expressed its position on the excessive appreciation of the RMB exchange rate in order to dilute the expectation of appreciation. The purpose of raising the foreign exchange reserve ratio this time is to reverse the general expectation of the market, give play to the role of exchange rate adjustment macro-economy and international balance of payments automatic stabilizer, and keep the RMB exchange rate basically stable at a reasonable and balanced level.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Non-ferrous industries: the logic of recovery is still strong, and we continue to be optimistic about industrial metals and new energy metals.
Last Friday, Biden announced a $6 trillion budget proposal to invest $4.5 trillion in infrastructure and social projects in the next decade. Although inflation expectations in the United States are on the rise and domestic policies have repeatedly shouted, at present, it seems that austerity expectations can be controlled and the logic of global economic recovery is still strong. We believe that the upward trend of industrial metal demand is still maintained, and we should pay attention to the opportunity of reconfiguration after the callback.
Source: soochow securities research report.
Comments: The global liquidity is abundant, the economy recovers after the epidemic recovery, the commodity supply ceiling is superimposed under the background of carbon neutrality, and the colored whole enters the rising period of demand and liquidity resonance: 1) We continue to be optimistic about the industrial metals copper, aluminum and zinc with strong cycles, especially the electrolytic aluminum industry that benefits from carbon neutrality. 2) Be optimistic about the upstream materials of new energy, such as lithium, cobalt, copper foil and rare earth.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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