During the Spring Festival, the transaction area of newly-built commercial housing in key monitoring cities decreased by 5 1% compared with last year's Spring Festival.
According to the monitoring of China Index Academy, during the Spring Festival of 2022 (65438+1October 31-February 6), the transaction area of newly-built commercial housing in key monitoring cities decreased by 5 1% compared with last year's Spring Festival. Among them, driven by the transaction scale in Shanghai, the transaction scale of the first-tier representative cities increased compared with last year's Spring Festival, and the second-tier representative cities decreased by about 50% compared with last year's Spring Festival. Chen Wenjing, deputy research director of the Index Department of the Central Finger Research Institute, pointed out that in 2022, the property market in all parts of the country will "not close" during the Spring Festival, but in the overall market environment, the tide of returning home buyers in small and medium-sized cities is still low, and in the case of "celebrating the New Year on the spot" in big cities, buyers are not active in buying houses, and the transaction scale continues to decline.
Central Bank: In June 2022, 65438+ 10, the standing loan facility for financial institutions was launched * * * 2.35 billion yuan.
In order to meet the temporary liquidity needs of financial institutions, in June, 2022, the People's Bank of China launched a standing loan facility for financial institutions of RMB 2.35 billion, including RMB 50 million for overnight loans and RMB 2.30 billion for seven-day loans. The convenient interest rate of standing loan plays the role of the upper limit of interest rate corridor, which is conducive to maintaining the smooth operation of money market interest rates. The overnight, 7-day and 1 month interest rates of standing loan facilities are 2.95%, 3. 10% and 3.45% respectively. The ending balance of the standing loan facility was 2.3 billion yuan.
Xiong'an new area has more than 200 key projects this year, with a total investment of more than 700 billion.
Since its establishment more than four years ago, xiong'an new area has completed the overall planning, started the large-scale relocation and resettlement work, and started to undertake the functional relief and large-scale development and construction of Beijing's non-capital. The development of the new district has entered a new stage. By the end of 20021,77 key projects1had been implemented, with a total investment of over 600 billion yuan. Xiong'an new area has been able to undertake the relief of Beijing's non-capital function. The relevant person in charge of xiong'an new area Management Committee said that this year, the new district will show the embryonic form of the city based on the "four systems" of urban construction, and show the image of the city with key projects and landmark buildings as the starting point. Arrange more than 200 key projects with a total investment of more than 700 billion yuan and an annual planned investment of more than 200 billion yuan to promote the work in xiong'an new area with high quality, high standards and high efficiency.
Central Bank: Spring Festival holiday payment business continued to grow.
The monitoring data of payment business during the Spring Festival holiday in 2022 shows that China's payment business continues to grow, helping the consumer market to develop steadily. Based on the data of major commercial banks, payment institutions and clearing institutions, during the Spring Festival of 2022 (65438+1October 3 1 February 6), there were 20.84 billion non-cash payment transactions in China, with the amount of 14.9 trillion yuan, up by10.0 respectively. During the Spring Festival, the public's payment business in shopping, catering, tourism, leisure and entertainment continued to grow. Payment for shopping consumption has increased rapidly. The holiday economy superimposed on the Spring Festival promotion activities led to the steady growth of shopping consumption, and the amount paid by retail merchants increased by 22.9% year-on-year. Food and beverage consumption payment continues to be hot. During the Spring Festival, the demand for catering consumption such as family gatherings was strong, and the amount paid by catering merchants increased by 29.6% compared with the same period of last year.
The policy "big red envelope" has come, and the basic layer of the New Third Board has risen sharply! In the new year, the IPO of Beijing Stock Exchange can be expected.
On the first day after the Spring Festival, the New Third Board market showed a trend of eyeing, with the market-making index at the basic level with the largest increase rising by 2.58% and the innovation index rising by 0.75%. Many people familiar with the New Third Board said that the national share transfer companies distributed "big red envelopes" years ago, and it is expected that more new third board quality companies will enter the North Stock Exchange in the future. The long-term development of the North Exchange is worth looking forward to, and the Year of the Tiger is expected to become the IPO year of the North Exchange.
(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market comment: The first trading day of the Year of the Tiger ushered in a good start.
On the first trading day of the Year of the Tiger, the three major A-share indexes opened higher, and all day long they went out of the expected collective rise. Among them, the Shanghai Composite Index rose by 2.03%, the Shenzhen Composite Index rose by 0.96%, and the Growth Enterprise Market Index rose by 0.3 1%. The market turnover exceeded 823,654.38+billion yuan, and most of the industry sectors rose, among which oil, building materials, steel and coal rose greatly, with a net purchase of 5.5 billion yuan from northbound funds throughout the day; Although the all-day index is very strong, from the structural point of view, IT is mainly based on traditional industries and cyclical categories. The track varieties with high prosperity perform generally, and the IT equipment, wine making, semiconductor and other sectors are relatively weak, because investors are still worried about the economic weakness. There is still a strong wait-and-see mood for the specific implementation details of policy stimulus and monetary policy, and the market turnover has not been significantly enlarged. In the very restrained trading activities, we can see that the hesitation of the market, the impact of subsequent external international geopolitical changes, the impact of global epidemic prevention and control on entities, and the slowdown of domestic economic growth are all stirring up the sensitive nerves of the market. It will take some time to observe the market outlook. Control position and static braking are good operating ideas. The stock market is risky, so you need to be cautious in investing.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Macroscopically, the Purchasing Managers Index (PMI) of China's manufacturing industry in June 2022 was 50. 1%.
Event: On June 5438+ 10, the purchasing managers' index (PMI) of China manufacturing industry was 50. 1%, down 0.2 percentage point from last month, higher than the critical point, and the pace of manufacturing expansion slowed down. From the perspective of enterprise scale, the PMI of large enterprises is 5 1.6%, up 0.3 percentage points from last month, which is above the critical point; The PMI of medium-sized enterprises was 50.5%, down 0.8 percentage points from last month and above the critical point; The PMI of small enterprises was 46.0%, down 0.5 percentage points from last month and below the critical point.
Source: Website of National Bureau of Statistics
Comments: PMI was 50. 1, down 0.2 point from last month. In addition, we can see that the Caixin PMI of 5438+0 in June was 49. 1, the lowest since March 2020. If we look back on the economic rhythm since the beginning of 20021with the purchasing managers index (PMI) of China manufacturing industry as the coordinate, it lingers in the first quarter and starts gradually in the second quarter. In the third quarter, the impact of power cuts and production restrictions was superimposed, and it fell back to the low boom range below 50; After the supply constraint was lifted, the prosperity rebounded slightly from 1 1- 12 in February. 1 fell again, which proves that demand has once again become a key issue in the short-term economy, and the strength of follow-up policies will affect investor sentiment and market expectations.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Steel industry: The Ministry of Industry and Information Technology and other three departments issued the Guiding Opinions on Promoting the High-quality Development of the Steel Industry.
Event: The Ministry of Industry and Information Technology and other three departments issued the Guiding Opinions on Promoting the High-quality Development of the Steel Industry, proposing to promote the merger and reorganization of enterprises. Encourage leading enterprises in the industry to implement mergers and acquisitions and build a number of world-class super-large iron and steel enterprise groups. Relying on the dominant enterprises in the industry, we have cultivated 1-2 specialized leading enterprises in the fields of stainless steel, special steel, seamless steel pipe and cast pipe respectively. Encourage cross-regional and cross-ownership mergers and acquisitions of iron and steel enterprises, change the "small but scattered" situation of iron and steel industry in some areas, and enhance the endogenous motivation of enterprise development. Orderly guide independent hot rolling and coking enterprises in Beijing, Tianjin and Hebei and surrounding areas to participate in the merger and reorganization of iron and steel enterprises. When building smelting projects for enterprises that have completed substantive mergers and acquisitions, they will be given policy support for capacity replacement. Encourage financial institutions to actively provide comprehensive financial services for iron and steel enterprises that implement mergers and acquisitions, layout adjustment, transformation and upgrading in accordance with the principles of controllable risks and sustainable business.
Source: Ministry of Industry and Information Technology website
Comments: The release of this guidance shows that the management resolutely implements the supply-side reform and attaches importance to the sub-sectors such as stainless steel, special steel, seamless steel pipe and cast pipe, which fully reflects the accuracy of the policy and will change the situation of decentralized competition in the steel industry and enhance international competitiveness. It will form long-term substantial benefits for listed leading steel enterprises, and policy support will focus on the industry from a longer dimension to escort high-quality development. Investors can continue to pay attention to the implementation details of follow-up policies and further explore investment opportunities.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Third, the new share subscription tips
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Four. Key stock recommendation
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