Selected Financial News
Politburo meeting of the Chinese Communist Party: Steadily Implementing the Gradual Delay of the Statutory Retirement Age
the Political Bureau of the Central Committee held a meeting on May 31 to listen to the report on the major policy measures to actively deal with the aging population during the Tenth Five-Year Plan period and review the Decision on Optimizing the Birth Policy to Promote the Long-term Balanced Development of the Population.
Source: China News Network
Ministry of Finance: Carry out pilot experiments of comprehensive rural reform in 18 provinces, autonomous regions and municipalities in 221
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), and will continue to carry out pilot experiments of comprehensive rural reform in 18 provinces, autonomous regions and municipalities such as Beijing, Hebei and Shandong in 221 (hereinafter referred to as the pilot experiment)
Source: People's Daily Online
Over-raised 15 times! The first batch of 9 publicly funded infrastructure REITs is completely on fire!
today (may 31st), the first batch of 9 public infrastructure investment funds (REITs) were issued to public investors.
this epoch-making product, which indicates that domestic real estate asset securitization will enter a new stage of development, has been widely concerned by all walks of life since the product was approved. The share of REITs sold by public offerings such as Bosera Fund and Wells Fargo Fund to public investors has exceeded 15 times, which shows its attractiveness.
Source: Grunhui
The transaction fee of rebar futures and other related contracts adjusted in the last period
After research, it is decided that starting from the transaction on June 3, 221 (that is, the night of June 2):
1. The transaction fee of rebar futures Rb211 is adjusted from two ten thousandths of the transaction amount to three ten thousandths of the transaction amount.
2. The transaction fee for flat warehouse of hot-rolled coil futures Hc211 is adjusted from two ten thousandths of the transaction amount to three ten thousandths of the transaction amount within the contract day.
3. The handling fee for flat warehouse trading in nickel futures Ni217 and Ni218 contracts is adjusted from 3 yuan/hand to 6 yuan/hand.
4. The handling fee for the daily trading of tin futures Sn217 and Sn218 contracts is adjusted from 3 yuan/hand to 6 yuan/hand.
5. The transaction fee for flat warehouse in Fu219 contract of fuel oil futures is adjusted to .5 ‰ of the transaction amount.
this is for your information.
Source: website of the previous issue
Apple announced the list of 2 supply chains. There are 12 new enterprises in Chinese mainland
According to the report of Core Intelligence, on May 28th, Apple released its 15th annual Supplier Responsibility Progress Report and announced the list of the top 2 supply chains in 22. Compared with the list in 219, in terms of regional division, the number of Chinese mainland manufacturers newly incorporated into Apple's supply chain is the highest, reaching 12 companies, further highlighting the importance of Chinese mainland manufacturers in Apple's supply chain.
source: Shenzhen business daily
(investment consultant? Cai Jin? Registered Investment Consultant CertificateNo.: S2661192)
Focus on Market Hotspots
Market Comments: Individual stocks were active with a turnover of one trillion yuan, but the pressure around 365 points should not be underestimated
On Monday, the market indexes of the two cities closed up in shock, and the total market turnover was slightly larger than that of the previous trading day. Specifically, the Shanghai Composite Index closed up .41% at 3,615.48 points; The Shenzhen Component Index rose .97% to close at 14,996.4 points; Growth enterprise market rose 2.38% to close at 339.7 points.
On the face of it, 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 point of view, the index rose steadily, although it dropped slightly in intraday trading, it still closed above the 5-day line, indicating that the market is still bullish. Individual stocks remain active under the market turnover of one trillion yuan, but the pressure around 365 points should not be underestimated, and it is not appropriate to be overly excited in the short term. It is recommended to maintain the box shock thinking.
in operation, yesterday's theme stocks showed some signs of climax, and it is expected that they will be divided today, so chasing up is not recommended. 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 position and little increase, the mid-line suggests paying attention to vaccine concept stocks and resource cycle stocks with performance support.
(investment consultant? Yu dechao? Registered Investment Consultant CertificateNo.: S26613821)
Macro view: 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 15, 221, that is, raise the foreign exchange deposit reserve ratio from the current 5% to 7%.
Source: Central Bank's website
Comments: The foreign exchange deposit reserve ratio was one of the measures used by the central bank to deal with the appreciation of RMB before, but it has faded out in recent years. The latest increase was in 27, from the previous 4% to 5%. Since then, it has remained motionless until June 15 this year, when it was raised by 2 percentage points. Recently, the central bank has repeatedly expressed its position on the excessive appreciation of the RMB exchange rate in order to downplay the expectation of appreciation. The purpose of raising the foreign exchange reserve ratio this time is to reverse the general expectations 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? Cai Jin? Registered Investment Consultant CertificateNo.: S2661192)
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 tightening expectations can be controlled, and the logic of global economic recovery is still strong. We believe that the upward momentum of industrial metal demand is still maintained, and we should pay attention to the opportunity of re-allocation after the callback.
Source: soochow securities Research Report
Comments: The global liquidity is abundant, the economy recovers after the epidemic recovery, commodities are supplied to the ceiling under the background of superimposed carbon neutrality, and the colored whole has entered the rising period of demand and liquidity: 1) 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: S26613821)
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