National Development and Reform Commission: According to United Nations standards, the life of China people has entered a relatively affluent stage.
Hu Zucai, deputy director of the National Development and Reform Commission of China, said in Beijing on June 5438+02 that according to the standards of the United Nations and the Engel coefficient reflecting the quality of life and consumption upgrading, the life of the people in China has entered a relatively affluent stage.
Source: China News Network
Ministry of Commerce: It is in the fundamental interests of American consumers and enterprises to cancel tariffs on China.
At the regular press conference held by the Ministry of Commerce, some media asked that the Office of the US Trade Representative recently announced the initiation of a tariff review procedure on China, and the US is evaluating whether to reduce tariffs on China. What's the comment of the Ministry of Commerce? Shu Yiting, spokesperson of the Ministry of Commerce, said that under the current high inflation situation, it is in the fundamental interests of American consumers and enterprises to cancel tariffs on China, which is beneficial to the United States, China and the world. Shu Yuting introduced that at present, the economic and trade teams of China and the United States maintain normal communication.
Source: CCTV news client
The two departments have made it clear that poor industries will implement the policy of delaying payment of corporate social insurance premiums in stages.
The General Office of Ministry of Human Resources and Social Security and the General Office of State Taxation Administration of The People's Republic of China issued a notice on the phased implementation of the policy of holding over social insurance premiums for enterprises in poor industries.
The notice clearly defines the portion that should be paid by the units that are applicable to catering, retail, tourism, civil aviation and highway, waterway and railway transportation enterprises to postpone the payment of the three social security fees. Individual industrial and commercial households and other units with employees who participate in social insurance in the above-mentioned industries in the form of units shall defer payment with reference to enterprise measures. For the part that employees should pay, the enterprise shall fulfill the obligation of withholding and remitting according to law. Individual industrial and commercial households and all kinds of flexible employees who participate in the basic old-age insurance for enterprise employees in their personal capacity may voluntarily suspend payment if they have difficulties in paying fees in 2022. The unpaid month in 2022 can be paid before the end of 2023, and the payment base can be selected independently within the upper and lower limits of the local individual payment base in 2023, and the payment period is calculated cumulatively. The deferred payment period of the basic old-age insurance for enterprise employees is from April to June, 2022. The period for deferred payment of unemployment insurance premium and work-related injury insurance premium is from April 2022 to March 2023. During this period, enterprises can apply for deferred payment for different periods. Enterprises that have paid the fees in April 2022 can apply for an extension from May, and the extension month will be extended by one month accordingly, or they can apply for a refund of the fees in April. During the holdover period, the late payment fee will be exempted.
Source: People's Republic of China (PRC) State Taxation Bureau.
China Steel Association: Encourage and Promote the Merger and Reorganization of Iron and Steel Industry
China Iron and Steel Industry Association held a meeting of rotating presidents to focus on the major issues related to the current industry and the key work to be carried out by the association. The meeting also focused on the progress of the "Cornerstone Plan", adopted the proposal of the "Support Plan for the Development of Frontier Low-carbon Technologies", and adopted the implementation plan and work plan for the industry to carry out EPD (environmental protection product declaration) related work.
The meeting held that it is necessary to continue to encourage and vigorously promote the merger and reorganization of the steel industry, promote transformation and upgrading, and enhance the international competitiveness of the whole industry by comprehensively optimizing asset allocation.
Source: China Network
The Professional Committee of Manganese Department of China Railway Association called on all manganese department members to "carry out self-help in the industry and limit production by 50%"
According to "My Steel Network", on the afternoon of May 12, the Manganese Department Professional Committee of China Ferroalloy Industry Association held a Tencent video conference attended by 40 manganese department members from all over the country. Recently, due to the large-scale limited production and overhaul of steel mills, the demand for manganese alloy is weak, and the disk price of silicon-manganese futures has hit a new low, which seriously affects the spot market sales price of silicon-manganese alloy. The depreciation of RMB, the high price of imported manganese ore and the high price of coal coke have led to a sharp increase in the production cost of manganese alloy and a sharp drop in the price of electrolytic manganese, which has led to a continuous decline in the price of medium and low manganese. At present, manganese alloy products are losing money in the whole industry, and the sales pressure is great, and all units have declined to varying degrees. In order to reverse this situation as soon as possible, the Professional Committee of Manganese Department of Ferroalloy Industry Association called on 40 member units of Manganese Department attending the meeting to take active actions, comprehensively carry out self-help in the industry, strictly implement production restriction and reduce production by 50%. The monthly production capacity of 40 participating manganese alloy production enterprises is 6.5438+0.2 million tons, and the monthly production reduction is strictly implemented by 600,000 tons, reducing the monthly mineral procurement by 6.5438+0.2 million tons, alleviating the serious surplus of manganese alloy.
Source: Interface News
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comment: The index fluctuated sideways and the market is still rebounding.
On Thursday, the market index of the two cities opened lower and then oscillated, and the total market turnover decreased compared with the previous trading day. Specifically, the Shanghai Composite Index closed down 0. 12% at 3054.99 points. The Shenzhen Component Index fell 0. 13% to close at11094.87; Growth enterprise market rose 0.22% to close at 235 1.27.
On the surface, the new urban construction concept stocks, Az Harmo concept stocks and hepatitis concept stocks performed strongly, with the highest gains, while the coal sector performed relatively weakly. From the trend point of view, the contraction of the three major indexes fluctuated sideways, and the indexes belonged to a benign callback after continuous rise. The market rebound is still not over, and it is expected to rise again after the short-term shock breaks.
In operation, the market atmosphere is good, so it is suggested to avoid high-level theme stocks in the short term, while the track direction is relatively strong in recent trading days, and the sustainability is expected to continue. Theme stocks are active repeatedly around the concept of platform economy, epidemic situation and infrastructure in the short term. It is recommended to pay attention to those stocks with low growth and demand for compensatory growth. In the medium term, it is recommended to pay attention to high-quality leading enterprises such as lithium batteries, chips, photovoltaics, wind power equipment, brokers, banks, and stocks with good performance.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: Lenovo: In the first week of May, the retail sales of 254,000 passenger cars decreased by 265,438+0% year-on-year.
According to the data of the Federation, on May 1-8, the retail sales of passenger cars was 254,000, down 2 1% year-on-year, down 45% from last week and up 29% from the same period of last month. The wholesale of passenger cars was 222,000, down 17% year-on-year, down 49% from last week and up 14% from the same period of last month. In the first week of May this year, the overall retail volume of passenger cars in narrow sense reached 32,000 vehicles/day, down 265,438+0% year-on-year, and the performance was still serious and relatively weak. Compared with the first week of April this year, the average growth rate was 29%. With the normal operation of some areas, the retail of passenger car market has improved to a certain extent.
Source: Cailian Association
Comments: The sales volume of passenger cars decreased significantly year-on-year and month-on-month, mainly due to the epidemic situation. With the gradual return to normal operation in various places, the retail of passenger car market is expected to improve. It is expected that individual stocks in the automobile industry chain are expected to enter the rebound stage.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Real estate industry: seeing the sun through the clouds, born in the sun.
The market as a whole is under pressure, and the industry pattern has quietly changed. With the entry of urban policies into the deep water area and the relaxation of many regulatory policies, the scope of property market regulation and relaxation has gradually expanded to high-energy cities such as Suzhou and Nanjing. It will take some time for the real estate policy to relax and the market confidence to recover. Q 1 The sales area of commercial housing decreased 18.6%, and the sales of commercial housing decreased by 25.6%. Sales are under pressure, and the enthusiasm for new construction is insufficient. Driven by "guaranteed delivery" in various places, the construction area has increased slightly. The construction area of commercial housing in China increased by 1. 1% year-on-year, and the completed area decreased by 1 1.3% year-on-year. 202 1-22Q 1 The concentration of the real estate industry declined. With the exposure of Evergrande's risk last year, some head private developers also experienced liquidity risk, which gradually evolved into credit risk, resulting in sales failing to meet expectations. Since the beginning of this year, the credit risk has been further fermented, forcing such housing enterprises to lose weight passively and the industry concentration has declined.
Source: Shanghai Securities Research Report
Comments: Steady growth continues to increase, local sales and local auction policies are gradually relaxed, the industry structure is facing reshaping, and the real estate sector is expected to continue to perform. Suggest attention.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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Third, the new share subscription tips
The subscription code of Dongtianwei is 30 1 183, and the subscription price is 22.92 yuan.
The subscription code of Yuxin Electronics is 30 1 107, and the subscription price is 25.64 yuan.
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Four. Key stock recommendation
View the full version of Morning View (customized path by month: discovery-information-paid information-Morning View; Single customized path: discovery-gold medal appraisal-early viewing)