The central bank lowered the interest rate of small loans for supporting agriculture by 0.25 percentage points.
Since February 7, 2002 1 year, the small-scale re-lending for supporting agriculture has been reduced by 0.25 percentage point, and the interest rates for three months, six months and1re-lending are 1.7%, 1.9% and 2% respectively. This is more than a year after the People's Bank of China lowered the interest rate of small loans for supporting agriculture. In July, 2020, the central bank lowered the interest rate of small loans for supporting agriculture by 0.25 percentage points. However, there are also views that the reduction of the interest rate of supporting agriculture and supporting small loans cannot be regarded as the "interest rate reduction" of the policy interest rate.
State Energy Administration official: We will continue to steadily promote the diversified development of biomass energy.
Wang Dapeng, Deputy Director of the New Energy and Renewable Energy Department of the National Energy Administration, revealed at the 20021(3rd) Global Summit Forum on Biomass Energy Innovation and Development on the 6th that the National Energy Administration will continue to steadily promote the diversified development of biomass energy during the Tenth Five-Year Plan period. First, steadily develop biomass power generation and optimize the development layout of biomass power generation. The second is to actively develop clean heating with biomass energy. Rationally develop biomass boilers that supply heat with agricultural and forestry biomass and biomass briquettes, and encourage large and medium-sized boilers to provide central heating in densely populated areas such as rural areas and towns. The third is to accelerate the development of bio-natural gas. In the main grain producing areas, livestock and poultry breeding areas and other large planting and breeding counties, the project of bio-natural gas with an annual output of10 million cubic meters will be planned and constructed as a whole, forming a diversified application mode of integration of natural gas pipeline network and urban gas pipeline network, and promoting the industrialization of bio-natural gas.
For the first time in Asia, China independently designed and built the closure of the main structure of 300m deepwater jacket.
The first 300m deep-water jacket in Asia, which was built by Enterprise Offshore Oil Engineering Co., Ltd. in Tianjin Port Free Trade Zone, and Lufeng 15- 1 Oilfield in the east of the South China Sea of China Offshore Oil Corporation were successfully closed in the company's Haifulu site (Zhuhai), which also marked a new breakthrough in the independent design and construction capability of China's super-large deep-water fixed offshore oil and gas platform.
The Politburo meeting decided to adjust the starting point of economic, financial and monetary policies next year.
The recent the Political Bureau of the Communist Party of China (CPC) Central Committee meeting set the tone for next year's economic work. The meeting proposed that macro policies should be sound and effective, and continue to implement a proactive fiscal policy and a prudent monetary policy. A proactive fiscal policy 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. Monetary policy will be stable and loose next year, and it is not excluded to continue RRR interest rate cuts. In addition to the total monetary policy tools, the central bank will continue to guide structural "wide credit" next year, and the use of structural monetary policy tools will become the norm. The focus of fiscal policy has shifted to the efficiency of capital use, and there is little room for the increase of total fiscal expenditure. Compared with 20021,the special debt targets of deficit ratio and local governments may be lowered.
General Administration of Market Supervision: A number of mandatory national standards for personal protective equipment will be issued.
Chen Hongjun, deputy director of the Department of Standards and Technology of the State Administration of Market Supervision, said at the regular press conference held in the fourth quarter on the 7th that in order to further strengthen the standardization of personal protective equipment such as masks, the General Administration of Market Supervision and the Emergency Management Department jointly issued the Three-year Special Action Plan for Standardization and Upgrading of Personal Protective Equipment (20021-2023), and a number of mandatory national standards for personal protective equipment and recommended national standards for personal protective equipment products were launched in about three years.
(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market comments: the market style switches quickly, and the short-term operation is not radical.
On Tuesday, the major indexes of A shares showed a trend of differentiation, and the closing price was mixed. At the close, the Shanghai Composite Index closed up 0. 16% at 3,595.09 points. The Shenzhen Component Index fell 0.38% to close at 14697.438+07. Growth enterprise market index was weak, falling 1.09% to close at 3368.78 points. The market turnover reached 1.2 trillion yuan, and the net purchase of northbound funds on that day was 7.949 billion yuan. The industry sector fell more and rose less. Disk observation: electricity, real estate, food and beverage sectors were among the top gainers; Aviation, nonferrous metals and communication equipment were among the top losers. The market style is changing rapidly, and the central bank's comprehensive reduction of RRR is in line with the needs of market players. There is room for both monetary and fiscal policies in 2022, and consumer demand and infrastructure investment are expected to rebound. The A-share New Year's market is unfolding, and the high growth track is still an important allocation direction in the medium term. In operation, avoid high-level theme stocks, keep flexible positions and do a good job of rotation, and lay out big financial, military, green power, infrastructure, demand and consumption sectors on dips. 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 view: the "aircraft carrier" of rare earth mining is coming! According to industry insiders, China Rare Earth Group will be listed at the end of this month.
Event: On February 6th, 65438, some media reported that China had approved the establishment of the world's largest rare earth company. This move aims to maintain its leading position in the global rare earth supply chain. The company will be named China Rare Earth Group and will be established in Jiangxi Province as soon as this month.
Source: Securities Daily Network
Comments: China is a big country with rare earth resources, but for a long time, China's rare earth industry has been facing problems such as low-level competition, disorderly mining, low-price sales and lack of core technology. The establishment of large-scale rare earth groups is conducive to reducing the vicious circle, and the integration of rare earth industry is conducive to the long-term success of leading enterprises. It is suggested to pay reasonable attention to configuration on dips.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Insurance industry: insurance funds were allowed to participate in securities lending, and the supply and demand structure of the capital market was further optimized.
Event: On February 3rd, 65438, China Banking Regulatory Commission issued the Notice on Matters Related to Insurance Funds Participating in Securities Lending Business, officially releasing insurance funds to participate in securities lending business, and regulating the behavior of insurance funds participating in securities lending business.
Source: soochow securities research report.
Comments: In recent years, the policy of using insurance funds has been continuously extended, the investment scope of insurance funds has been continuously broadened, the upper limit of investment ratio has been raised, and the investment methods have been continuously innovated, which has boosted the high-quality development of insurance assets, and the long-term development logic of the industry has not changed. Both ends of the industry's assets and liabilities are expected to improve in the future, and the long-term allocation value is promising.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Third, the new share subscription tips
The subscription code of Feng Guang shares is 30 1 100, and the subscription price is 27438+0 yuan.
The purchase code of yongan futures is 730927, and the purchase price is 17.97 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)