What signal? At the end of the year, "Yang Ma" frequently offered this tool, and there may be "big projects" coming soon.
Since1February 20th, the central bank has restarted and continuously carried out 14-day reverse repurchase operation. Insiders pointed out that as a "special tool" for cross-season and cross-festival, the appearance of 14-day reverse repurchase shows the intention of monetary authorities to stabilize year-end liquidity. According to previous years' experience, there may be nearly one trillion yuan of financial funds concentrated at the end of1February. There was a trillion-dollar RRR cut before, followed by a large amount of financial funds, and the central bank's open market operation played a role in convergence and cooperation. At the end of the year, the funds should be worry-free. According to statistics, as of1February 22nd, since 20021year, the central bank * * * has carried out open market reverse repurchase operations of 7819 billion yuan, of which1/20 billion yuan is 14 days, and the rest. The data shows that since the beginning of this year, the central bank has only carried out the 14-day reverse repurchase operation in three periods: before the Spring Festival, at the end of the third quarter and at the end of the current year, and maintaining the stability of inter-season and inter-festival liquidity is its main purpose.
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Beijing, Guangdong and Jiangsu require star anchors to self-examine tax-related issues. If self-examination and self-correction are not complete, they will be dealt with seriously according to the law.
The Beijing Municipal Taxation Bureau, the Guangdong Provincial Taxation Bureau and the Jiangsu Provincial Taxation Bureau1February 22 successively issued a notice saying that in order to further create a good environment for paying taxes in good faith according to law, please pay close attention to the star artists and network anchors who have not paid attention to their own tax-related issues or whose self-examination and rectification are not in place, and pay close attention to self-examination according to the tax law and relevant notification requirements. And take the initiative to report and correct the tax-related problems to the tax authorities before 20021year1February 3 1, and the tax authorities will give a lighter, mitigated or exempted tax punishment according to the notification requirements. Those who still refuse to make self-examination and self-correction or whose self-examination and self-correction are incomplete will be dealt with severely by the tax authorities according to the law and regulations.
Economic Daily: The long-term rental market will usher in a period of rapid development.
The Economic Daily published an article, and the Central Economic Work Conference held not long ago once again emphasized the need to accelerate the development of the long-term rental market when deploying related work in the real estate market. Under the background of insisting on "no speculation in housing" and "simultaneous rental and purchase", the long-term rental market will usher in considerable development. Developing the long-term rental market is the only way to speed up the short-term housing rental. China's real estate market has long been "selling one leg is long, renting one leg is short", and the support policies for developing rental housing are insufficient. Affordable rental housing aimed at solving the housing difficulties of new citizens and young people is accelerating. The key to developing the long-term rental market is to speed up the cultivation of specialized and large-scale housing rental enterprises.
Ministry of Communications: Deepening the Application of Electronic Toll Collection System (ETC) on Expressway
According to the news of the Ministry of Communications on the 22nd, the Ministry of Transport recently issued the "14th Five-Year Development Plan for Digital Transportation". The development plan points out that we should improve the road perception network, promote the digitalization of all elements and full cycles of road infrastructure, develop vehicle-road coordination and automatic driving, and promote driving guidance in bad weather on key sections to alleviate traffic congestion and improve operational efficiency. Deepen the application of electronic toll collection system (ETC) on expressways, and build a smart road network platform integrating monitoring, dispatching, management and control, emergency response and service. Promote the intelligentization of highway construction and maintenance. Promote the construction of highway intelligent service areas.
Ministry of Transport: Deploy information infrastructure application networks such as Beidou and 5G.
The Ministry of Transport issued the "Fourteenth Five-Year Development Plan for Digital Transportation". The plan proposes to improve the architecture of comprehensive transportation information platform at the departmental and provincial levels, promote the construction of comprehensive transportation big data center system, strengthen the integration, comprehensive development and intelligent application of data resources, and create a "data brain" for comprehensive transportation. Deepen the application of Beidou industry. Popularize and apply Beidou-3 terminal in railway, highway, water transport, civil aviation, postal service and other fields. Deepen the application of high-precision navigation and location service of Beidou system in the field of transportation. Promote the intelligent upgrade of logistics hub. Promote the construction of intelligent warehousing and distribution facilities, and promote the application of digital warehousing management, early warning of safety production, automatic matching of vehicles and goods, and intelligent dispatching in the park. Promote information sharing and business cooperation among logistics parks.
The Central Network Information Office announced the selected list of national blockchain innovation application pilots
According to the news of the Central Network Information Office on the 22nd, the Central Network Information Office, the Central Propaganda Department and other 17 departments and units issued a public announcement on the selected list of the national blockchain innovation application pilot. The publicity period is 202 1 year1February 22 to 202 1 year1February 28. All pilot units (regions) in the list should follow the principle of good faith, and it is strictly forbidden to practise fraud. It is strictly forbidden to speculate in coins, dig mines, illegally raise funds, launder money, sell pyramid schemes and hype in the name of blockchain innovation. ?
(Investment consultant: Lin Xurui, with the practice certificateNo. S02606 15 100004)
Second, the focus of market hotspots
Market comment: The index fluctuated and differentiated, and the concept stocks of Meta-Universe rose sharply.
On Wednesday, the major indexes of A shares fluctuated and differentiated. As of the close, the Shanghai Composite Index closed down 0.07% to close at 3,622.62 points. The Shenzhen Component Index rose 0.70% to close at 1479 1.33; The GEM index rose 0.55% to close at 3,368.70 points. The market turnover reached 1.06 trillion yuan. Disk observation: medicine, telecom operation and internet were among the top gainers; Ships, real estate, and water services were among the top losers, while industry sectors were mixed, and all-sky cosmos concept stocks rose sharply. At present, under the background of stable fundamentals and liquidity, the market is expected to show a trend of "two retreats and one volatility". It is suggested that the operation should flexibly grasp the participation of the rhythm band, and it is suggested that the sectors such as finance, real estate, wind power and meta-universe concept should be focused. The stock market is risky, so you need to be cautious in investing.
(Investment Consultant Gu Zhixiong registered investment consultant certificate number: S026066 1 1020066)
Macro view: Huawei officially released iData platform? Digital management of the 100 billion-level market needs to be nuggeted.
Event: Huawei recently officially released the iData intelligent data integration platform. With the concept of "1+N+5" ecological cooperation, it has created a general full-stack and full-life data tool chain solution for the industry, built a data base with thousands of lines and industries and supported the digital transformation of the industry. It is understood that the version of iData released this time contains five unified management and control, data integration process management and other characteristics, and has been promoted in more than 60 key projects across the country, such as State Grid Sichuan Electric Power Company and Beijing Capital Highway Development Group.
Source: Cailian Association
Comments: The level of digital management of enterprises in China is still relatively low. In terms of the digital application of enterprise management, China's current popularity and application level is only equivalent to that of the United States ten years ago. After 20 10 years, the United States has maintained a very stable growth for ten years in a row, and the annual growth rate of the whole market has reached 30%-40%. The digital management of enterprises in China will also show a similar trend. In the future, the digital management market in China will be a large market with a scale of 100 billion. It is suggested that we should actively pay attention to grasping relevant investment opportunities.
(Investment Consultant Gu Zhixiong registered investment consultant certificate number: S026066 1 1020066)
New energy industry: Guangdong builds offshore wind power base, and the demand for offshore wind power is accelerated.
Event: The General Office of the People's Government of Guangdong Province issued the 14th Five-Year Plan for the Development of Marine Economy in Guangdong Province, which made arrangements for the development of marine economy in the province during the 14th Five-Year Plan period. Among them, the plan clearly puts forward that during the "14 th Five-Year Plan" period, it is necessary to cultivate and expand emerging marine industries and build offshore wind power industry clusters.
Source: Anxin International Research Report
Comments: During the "14th Five-Year Plan" period, Guangdong Province will promote the large-scale development of offshore wind power projects, and strive to achieve a cumulative installed capacity of18 million kilowatts by the end of 2025, so as to promote the development of offshore wind power industrial clusters. The wind power industry is expected to enter a high-speed growth period with policy support, and it is suggested to pay appropriate attention to configuration.
(Investment Consultant Gu Zhixiong registered investment consultant certificate number: S026066 1 1020066)
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Third, the new share subscription tips
202 1- 12-23 There is no subscription for new shares.
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Iv. recommendation of key stocks
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