202 1 The National People's Congress should be convened.
National Bureau of Statistics: 10 Profit growth of industrial enterprises above designated size 1 15.5%.
The State Council Customs Tariff Commission announced the second batch of exclusion and extension list of US-Canada tariff goods.
Heavy! The new rules for product sales of bank wealth management subsidiaries have come: third-party internet platforms cannot be sold on a commission basis!
The negotiations between Britain and Europe are "closed"!
Pay attention to market hotspots
Market Comments: Individual stocks are highly differentiated, and the market continues to perform.
Macro perspective: CSRC: adhere to "zero tolerance" to crack down on fraudulent issuance, information disclosure fraud and other illegal and criminal acts of securities and futures.
Home appliance industry: foreign ownership fluctuates, paying attention to the booming stocks.
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202 1 The National People's Congress should be convened.
On 26th, the 24th session of the 13th the National People's Congress Standing Committee (NPCSC) voted to convene the 4th session of the 13th National People's Congress. According to the decision, the fourth session of the 13th National People's Congress will be held in Beijing on March 5th, 2002/KLOC-0. Recently, the 47th meeting of the Chairman of the 13th National Committee of China People's Political Consultative Conference (CPPCC) deliberated and adopted a draft decision on convening the 4th meeting of the 13th National Committee of CPPCC, suggesting that the 4th meeting of the 13th National Committee of CPPCC be held in Beijing on March 4th next year.
Source: Xinhua Viewpoint
National Bureau of Statistics: 10 Profit growth of industrial enterprises above designated size 1 15.5%.
1- 1 1 month, the total profits of industrial enterprises above designated size nationwide reached 5,744.50 billion yuan, up 2.4% year-on-year, and the growth rate was 0.7 percentage points higher than that of1-month. In June, 5438+065438+ 10, the total profits of industries above designated size in China reached 729.32 billion yuan, up by 15.5% year-on-year, and the growth rate dropped by 10/2.7 percentage points.
Source: National Bureau of Statistics
The State Council Customs Tariff Commission announced the second batch of exclusion and extension list of US-Canada tariff goods.
With the approval of the State Council, the Customs Tariff Commission of the State Council announced the second batch of extended exclusion list of goods subject to tariffs of the United States and Canada, and extended the exclusion period of six commodities in the Announcement of the State Council Customs Tariff Commission on the First Batch of Excluded List of Goods Subject to Tariff of the United States and Canada (Announcement No.8 of the Tax Commission [20 19]) by 1 year, from 2020 to 2020.
Source: Office of the State Council Customs Tariff Commission.
Heavy! The new rules for product sales of bank wealth management subsidiaries have come: third-party internet platforms cannot be sold on a commission basis!
On February 25th, 2020, at 65438, CBRC issued the Draft for Comment, which further clarified the product sales of wealth management subsidiaries on the basis of continuing the previous sales requirements of bank wealth management.
Source: China Foundation.
The negotiations between Britain and Europe are "closed"!
On February 24th, local time, 12, the negotiations on the future relationship between Britain and the EU came to an end, and Britain and the EU reached an agreement on the trade agreement of "Britain's withdrawal from the EU".
This means that since Britain withdrew from the EU referendum in 20 16, the negotiations on trade relations in the past five years have finally come to an end, and this agreement will also lay the foundation for future trade and cooperation between Britain and the EU.
The transition period of Britain's "Brexit" will end on 65438+February 3 1 day. It is reported that the new trade agreement between Britain and Europe should also be approved by the parliaments of both sides.
The British Parliament will vote on the trade agreement on February 30th, 65438. According to EU procedures, the agreement should be submitted to the Council of the European Union and the European Parliament for consideration. However, due to the last-minute agreement between Europe and Britain, it is almost impossible for the Council of the European Union and the European Parliament to complete the deliberation before 65438+ 10/next year. The European Commission suggested that this agreement should be temporarily implemented from 65438+ 10 1 until February 28th next year to ensure that Britain will not "hard leave the European Union".
Source: CCTV Finance
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Pay attention to market hotspots
Market Comments: Individual stocks are highly differentiated, and the market continues to perform.
On Friday, the two cities opened slightly lower and then oscillated higher, and oscillated sideways in the afternoon. The market sentiment is very good. Nearly 100 stocks have daily limit, and the market speculation is blooming. The photovoltaic and pan-energy sectors continue to be strong, and non-ferrous metals, automobiles, shipping and carbon trading have performed. At the close, the Shanghai Composite Index rose 0.99% to 3,396.56 points, the Shenzhen Component Index rose 0.73% to 140 17.06 points, and the Growth Enterprise Market rose 0.7 1% to 2,840.80 points. The turnover of the two cities was 793.8 billion, and the net inflow of funds from the north was 6.5 billion.
Last week, new energy was still the main line of the market, and institutions continued to hold groups. Holding a group is a derogatory term in the hearts of many investors. In essence, holding a group is not an end, but a necessity for the economy and capital market to mature. In the industrial era of stock economy, only a few oligopolistic companies can continue to grow from the perspective of competition pattern. Institutions with rich experience in investment and research will not buy the same company in order to hold a group, but through research, analysis and verification, they finally find that the most certain opportunities are indeed concentrated in the head company.
Investment opportunities will emerge one after another next year. Due to the improvement of institutional investors' pricing power, the market will continue its institutional style in the short term. Without solid and in-depth research, it is difficult to grasp the investment opportunities and rhythm. For example, behind the head companies of consumption and medicine, there are always investors who will struggle with "why can they go up and catch up?" Will it go up tomorrow? "Questions like this. In-depth study of industries and companies is the way for all participants to obtain excess returns in the future.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: CSRC: adhere to "zero tolerance" to crack down on fraudulent issuance, information disclosure fraud and other illegal and criminal acts of securities and futures.
CSRC: In the next step, the CSRC will speed up the revision and improvement of the standards for criminal filing and prosecution, continuously deepen cooperation and cooperation with judicial organs, adhere to "zero tolerance" to crack down on various securities and futures crimes such as fraudulent issuance and information disclosure fraud, effectively raise illegal costs, effectively protect the legitimate rights and interests of investors, and fully guarantee the stable and healthy development of the capital market.
Source: Securities Times Network
Comments: 13 On February 26th, the 24th session of the 13th the National People's Congress Standing Committee (NPCSC) deliberated and passed the amendment to the Criminal Law (XI), which will be formally implemented on March 26th, 200213. The amendment has greatly increased the punishment for crimes such as fraudulent issuance and false information disclosure, strengthened the investigation of criminal responsibility of "key minority" such as controlling shareholders, and made it clear that sponsors, as the subject of crime, should be investigated for criminal responsibility for this crime. This is another major legislative activity involving the capital market after the revision of the Securities Law. It is worth mentioning that, due to the restriction of legislation and other factors, the CSRC imposed a maximum penalty of 600,000 yuan on issuers, listed companies and other fraudulent acts, which is extremely mismatched compared with the fraud of billions of issuers. With the implementation of the criminal law amendment, the administrative penalty of 600,000 yuan will become history. The adoption of the amendment has greatly increased the illegal cost of market participants and will greatly reduce the possibility of subjective intentional fraud or assisting fraud. This is good for blue-chip white horse stocks and bad for blue-chip stocks.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Household appliances industry: foreign ownership fluctuates, paying attention to the booming stocks.
Dabaidian is favored by foreign investors. However, during the period of 65438+February 2 1-25 in 2020, foreign ownership fluctuated, and capital outflow suppressed stock price performance. Moreover, the data of Land Stock Connect also shows that the funds of Land Stock Connect have reduced their holdings of most home appliance stocks with a high shareholding ratio in the previous period. However, we believe that the home appliance industry is in an upward cycle, domestic retail sales are picking up and returning to normal, export business continues to grow at a high rate, and leading enterprises have market advantages.
Source: Huatai Securities Research Report
Comments: Gree Electric and Midea Group, the leading household appliances enterprises, still maintain a high proportion of foreign investment, accounting for 27.38% and 25.35% respectively. In the early stage, foreign capital's shareholding in Gree and Midea reached the upper limit, so the short-term stock price was affected by capital outflow, but foreign capital still held a high proportion, indicating that it is still optimistic about the leading stocks in the home appliance industry, and it is recommended to pay attention.
Risk warning: the development of epidemic situation is uncertain, and the downstream demand is less than expected.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
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