Home » Choice morning bus on June 29: the central bank’s heavy meeting promotes further reduction of real loan interest rates

Choice morning bus on June 29: the central bank’s heavy meeting promotes further reduction of real loan interest rates

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  Daily Featured

  Central bank: Sound marketizationinterest rateForm and conduct mechanisms to improve central bank policiesinterest rateSystem, optimize the supervision of deposit interest rates, adjust the method of determining the self-discipline upper limit of deposit interest rates, and continue to unleash the potential of interest rate reform in the loan market.Promote further reductions in real loan interest rates. Deepen the reform of exchange rate marketization, enhance the flexibility of RMB exchange rate, guide enterprises and financial institutions to adhere to the concept of “risk neutral”, strengthen anticipation management, and promote internal and external balance.Maintain the basic stability of the RMB exchange rate at a reasonable and equilibrium level

  Voucher Central Agency: Recently, it has been reported that China Construction Bank has suspended second-hand mortgages in Guangzhou, Bank of China has suspended some second-hand mortgages, and Bank of China has suspended its second-hand mortgages in Foshan. On the evening of the 28th,Bank of ChinaThe Guangdong branch responded to reporters that the news was untrue.At present, the bank is carrying out the first and second-hand mortgage business in an orderly manner, and it has not been suspended. The online reports about the bank’s suspension of the mortgage business are all false news..Generally speaking, affected by the regulatory policies, the timeliness of mortgage lending in the overall market has slowed down. The Guangdong Branch of Bank of China hopes that customers will do so in advance.Hershey’sArrange in time and wait patiently. The bank will arrange the loan in an orderly manner in accordance with the customer’s approval time.

  CBN: Integrated circuits, biomedicine and artificial intelligence have become the three major “Shanghai solutions.” At present, there are more than 700 companies engaged in integrated circuits in Shanghai, and the sales scale of the industry has exceeded 200 billion yuan. The reporter learned during an enterprise visit recently thatAt present, Shanghai’s integrated circuit industry chain is improving, the innovative application ecosystem is becoming more mature, and capital and talents are also gathering in the semiconductor industry.. At present, Shanghai has begun to take shape in the industrial chain including chip design, manufacturing, packaging and testing.

  Macroeconomics

  21Century Business Herald: The reporter learned from a number of market participants,A certain city in Jiangsu recently required municipal state-owned enterprises and state-owned enterprises in their districts and county-level cities to prepare a “financing cost reduction plan”, which lowered interest rates by more than 10%Stock debt. Specifically, based on the data from the monitoring platform of the Ministry of Finance at the end of the first quarter, we found out the current financing cost over 10% of the stock situation, including the total scale and interest rates. Secondly, formulate pressure reduction measures, including repayment of own funds, replacement, natural maturity, etc. It is necessary to distinguish the ratio of replacement, repayment, and natural maturity.

  China News Service: Han Wenxiu, deputy director of the Office of the Central Committee of Finance and Economics, said in Beijing on the 28th,The domestic cycle is not to abandon the international division of labor and cooperation, but to implement a larger, broader, and deeper level of opening up to the outside world.. He said that the new development pattern does not only focus on demand-side management, but insists on supply-side structural reform as the main line. We must adhere to the two-way force of supply and demand. While continuing to expand domestic demand, we will strive to build a high-quality and efficient industrial chain supply chain innovation chain to enhance the adaptability of supply and demand.

  Interface news:According to the news on the website of Beijing Municipal Bureau of Statistics on June 28, under the combined influence of the recovery of market demand, the new crown pneumonia vaccine business, and the low base of the same period, from January to May, Beijing’s industrial enterprises above designated size achievedOperating income1100.11 billion yuan, an increase of 36.7% over the same period of the previous year, an increase of 28.2% over the first five months of 2019, and an average increase of 13.2% in the two years; the total profit realized was 132.28 billion yuan, an increase of 2.2 times over the same period of the previous year, and a year-on-year increase of 1%. Increased by 1.7 times in May,Two-year average growth64.9%

  Interface news: On the morning of June 28,Hubei high-quality development industry investmentfundThe unveiling ceremony was held in Wuhan. Hongtai Fund signed 12 intentional investment projects on behalf of the fund, and the intentional contract amount exceeded 2 billion yuan. The types of intended investment projects involve new materials, intelligent driving, intelligent cockpits, chips, virtual reality, visual computing, data center, remote sensing technology, satellite Internet, precision instruments and other fields. It is reported that the first phase of the Hubei High-Quality Development Industry Investment Fund is expected to have a scale of 15 billion yuan, with Hongtai Fund as the fund manager.

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  Industry News

  Ministry of Industry and Information Technology: The Ministry of Industry and Information Technology released the main points of the 2021 automobile standardization work: It will thoroughly implement the requirements of the “New Energy Automobile Industry Development Plan (2021-2035)”, “National Vehicle Networking Industry Standard System Construction Guide (Intelligent Networked Vehicles)” and other requirements,Further focus on key areas, focus on collaborative innovation, strengthen application traction, and continue to improve and improve the automotive standard system, To provide solid support for the high-quality development of the automotive industry.

  Business club:In June 2021, the overall price trend of industrial-grade and battery-grade lithium carbonate in East China is relatively stable.Towards the end of the month, prices fell slightly. As of June 28, the average price of industrial-grade lithium carbonate in East China was 86,600 yuan/ton, which was 0.46% lower than the average price at the beginning of the month. On June 28, the average price of battery-grade lithium carbonate in East China was 90,400 yuan/ton, a decrease of 0.44% compared with the average price at the beginning of the month. Until the 28th, the comprehensive price of industrial-grade lithium carbonate was between 82,000 and 9.0 million yuan/ton, and the comprehensive price of battery-grade lithium carbonate was between 87,000 and 92,000 yuan/ton.

  Securities Times: The Ministry of Finance and the State Bureau of Grain and Material Reserves issued opinions on deepening the promotion of high-quality grain projects. The opinion puts forward that we should make full use of the results of the implementation of high-quality food projects since 2017, vigorously promote the “three-chain coordination”, and in-depth implementation of the “five-best linkage”.Implement the “six major enhancement actions” such as green grain storage, variety, quality, brand, quality traceability, machinery and equipment, emergency protection capabilities, saving, reducing, and improving healthy consumption., To create an upgraded version of the high-quality grain project during the “14th Five-Year Plan” period, and accelerate the high-quality development of the grain industry.

  Data treasure: According to the monitoring of the National Development and Reform Commission, from June 21 to 25, the national average pig-to-food ratio was 4.9:1. In accordance with the provisions of the “Improving the Government Pork Reserve Regulation Mechanism and Doing a Good Job in Maintaining Supply and Stabilizing Prices in the Pork Market” jointly issued by the National Development and Reform Commission, the Ministry of Finance, the Ministry of Agriculture and Rural Affairs, the Ministry of Commerce, and the State Administration for Market Supervision,Has entered the first-level warning zone of excessive decline (Less than 5∶1). According to the mechanism, the National Development and Reform Commission will issue a first-level early warning, which is intended to warn that aquaculture needs to adjust production capacity; at the same time, the state will continue to adjust reserves and increase investment.

  Xinhuanet: The reporter learned from the China National Textile and Apparel Council on the 28th that during the “14th Five-Year Plan” period,China Textile Union will continue to promote the deep integration of a new generation of information technology and the textile industry, Basically establish the industry industrial Internet platform system,Initially completedTextile and ApparelBig data center. The textile industry is one of the earliest industries in my country to explore the integration of industrialization and industrialization. Many companies have been included in the pilot demonstration of the industrial Internet platform. Digital workshop production lines such as cotton spinning, printing and dyeing, and chemical fiber have been promoted, and personalized customization and flexible production models have been widely developed.

  XinhuanetThe world‘s largest hydropower project under construction, the largest single unit capacity, and the most technically difficult hydropower project-the first batch of Jinsha River Baihetan Hydropower Station 2Unit 28Daily production and power generation. The Baihetan Hydropower Station has a total installed capacity of 16 million kilowatts, which is a major national project for my country to implement the “West-to-East Power Transmission”. The dam of the hydropower station is a 300-meter-level ultra-high concrete double-curvature arch dam. A total of 16 Chinese-developed hydroelectric generating units with the largest single-unit capacity in the world have been installed. The generator set has achieved a major breakthrough in my country’s high-end equipment manufacturing.

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  Securities Times: My analysis of the steel network shows that due to the approaching July 1 and the new round of heavy rainfall in the southern region, it is expected that the construction progress of downstream construction sites will slow down, and the demand for steel may continue to be weak. At the same time, due to continued shrinking profits, most steel mills are approaching the cost line, and the suspension of production restrictions is also increasing. In addition, it is expected that the tight supply and demand pattern of raw materials will gradually ease in July, and prices such as coal and iron ore may be under pressure.Under the weak pattern of supply and demand in the steel market, short-term steel prices may fluctuate

  Interface news: Volvo Cars announced,Its next-generation pure electric flagship model will be equipped with lidar and autonomous driving computing platform as standard, To set a new benchmark for industry safety.Volvo’s next-generation XC90 pure electric version will be unveiled in 2022, when the most advanced sensors including Luminar lidar technology, andNvidiaThe new DRIVE Orin SoC autopilot chip will become the standard configuration of this new car.

  Stock market focus

  New crotch(debt)SubscribeCIMC VehiclesHonghua Digital; Beigang Convertible Bond, Burt Convertible Bond

  New crotch (debt)ListedLihexing;Jiejie Convertible Bond

  company news

  CITIC Securities:LargestshareholderCommit to full subscription to getAllotmentShare

  Ningde era: Will go toTeslaSupply of lithium-ion power battery products

  Huachang Chemical: Signing relevant agreements on cooperation matters such as the establishment of a hydrogen fuel cell catalyst joint venture

  Jihong shares: Proposed to acquire no less than 70% equity of Guizhou Diaotaigong Liquor Industry Co., Ltd.

  Yiling Pharmaceutical: Lianhua Qingwen Capsules Received Ukrainian Drug Registration Approval

  Sichuan University Outwit: Sichuan University terminates public solicitation for transfer of company shares

  Shenghong Technology: Pre-profit for the first half of the year is 365 million yuan-418 million yuan, an increase of 40%-60%

  Riying Electronics: Termination of major assetsReorganizationstockResumption of trading

  Founder Motor: Plan to build a new energy vehicle drive motor project with an annual output of 1 million units, with a total investment of 500 million yuan

  Wipag: The proposed increase in fundraising will not exceed 1.3 billion yuan

  CRRC: Signed 43.55 billion yuan between March and Junecontract

  Oriental Tower: Pre-won the bidding of 107 million yuan for the State Grid UHV project

  Danghong Technology: The actual controller intends to increase its holdings by 10 million yuan to 20 million yuan

  Data at a glance

  Shanghai and Shenzhen stock markets: The three major indices of A-shares diverge,Shanghai IndexClosed slightly down 0.03%, to close at 3606.37 points;Shenzhen Component IndexRose 0.98% to close at 15,150.17 points;Growth Enterprise Market IndexSoared 1.95%, and recovered the 3400 point integer mark to close at 3412.86 points. The turnover of the two cities exceeded one trillion yuan for the seventh consecutive trading day. The industry sectors were mixed, and pork stocks soared. Northbound funds sold 4.055 billion yuan today.

  Hong Kong stocks: The Hang Seng Index closed down 0.07%, and the Hang Seng Technology Index rose 0.5%. The sporting goods sector bucked the market and strengthened.Li NingRose more than 13%,Xtep InternationalBy more than 10%,BosidengRose more than 6%; new sharesMorimatsu InternationalClosed up nearly 260%.

  Shanghai-Shenzhen-Hong Kong Stock Connect: The Northbound Fund sold 4.055 billion yuan today,COSCO SHIPPING HoldingsNingde eraMuyuan sharesGanfeng LithiumNet sales ranked first, with net sales of 472 million yuan, 389 million yuan, 352 million yuan, and 261 million yuan respectively.

  Longhubang: Institutional participation in the Dragon and Tiger List involves a total of 21 shares, of which 12 shares were bought by institutions.Guoxuan Hi-TechThe most bought was 184 million yuan. The other 9 shares were net sold by institutions,NavInfoThe most sold was 145 million.

  Margin trading: As of June 25, the Shanghai Stock Exchange’s financing balance was reported at 852.621 billion yuan, a decrease of 161 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 759.218 billion yuan, a decrease of 912 million yuan from the previous trading day; the two cities totaled 1,611,839 million yuan , A decrease of 1.073 billion yuan from the previous trading day.

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  Shibor:Overnight varieties reported up 0.8bp at 1.5580%, 7-day up 6.2bp reported 2.2580%, 14-day up 11.7bp reported 2.8360%, 1-month up 0.1bp reported 2.4050%.

  Foreign exchange

  Renminbi: Onshore RMB/USD closed at 6.4565 at 16:30 on June 28, down 12 points from the previous trading day.

  Property market observation

  CBN: Recently, it was reported that a number of state-ownedbankSuspended the second-hand mortgage business in Guangzhou area.In this regard, on June 28, the reporter called several stock companies involved. ThesebankBoth said that loan applications and loans are still being processed normally, and there is no suspension of loans. In the evening of that day,Bank of ChinaThe Guangdong branch also responded to the media that at present, the first and second-hand mortgage business has not been suspended, and online reports about the bank’s suspension of the mortgage business are all false news. Although the loan suspension is false, according to the reporter’s understanding,Tight quotas do exist, and lenders need to wait a long time

  International Information

  CCTV News: On June 28, local time, the European Council issued a communiqué stating that EU countries finally passed the “European Climate Act”, paving the way for EU countries to achieve the goal of carbon neutrality by 2050. In April this year, the European Parliament and representatives of European countries reached an agreement on the European Climate Act.Set the EU’s carbon emission target as2030Reduced to 199055% of the annual level, In 2050Will be carbon neutral

  CCTV News: On June 28, local time, French President Macron went to the Renault factory in Douai, a town in the Upper France region.Announced with local officials that the Envision Power Company, a subsidiary of China Envision Technology Group, has invested in the construction of a power battery factory here.. It is reported that the total investment in this project is expected to reach 2 billion euros. According to the plan, the plant will begin construction in 2022 and put into production in 2024 to provide power batteries for Renault and other brands of electric vehicles. Its target production capacity is to reach 24GWh (100 million watt-hours) by 2030, meeting the assembly needs of 400,000 to 500,000 electric vehicles each year.

  Futures market

  Domestic futures: The closing trend of domestic commodity futures is divided,Agricultural productsThe sector’s gains were among the top. PVC, plastic, rapeseed meal, and iron ore rose by more than 2%, palm, pig, egg, Zhengyou, and styrene rose by more than 1%. Thermal coal fell by more than 7%, coke fell by more than 4%, urea and coking coal fell by more than 3%, and methanol, soda ash and Shanghai lead fell by more than 1%.

  International futures: The most active August gold futures price on the New York Mercantile Exchange gold futures market rose 2.9 US dollars over the previous trading day on the 28th to close at 1,780.7 US dollars per ounce, an increase of 0.16%; The price of prime crude oil futures fell 1.14 US dollars to close at 72.91 US dollars per barrel, a decrease of 1.54%; the London Brent crude oil futures for delivery in August fell 1.50 US dollars to close at 74.68 US dollars per barrel, a decrease of 1.97%.

  Overseas index

  U.S. stock market: The three major U.S. stock indexes rose and fell mixed. The Dow fell 0.44% and the S&P rose 0.23%.NasdaqThe index rose 0.98%.

  European stock market: The three major European stock indexes fell across the board. The average price index of 100 stocks in the London Stock Market “Financial Times” closed at 7072.97 points on the 28th, down 63.10 points or 0.88% from the previous trading day; the CAC40 index of the Paris stock market closed at close At 6558.02 points, it was down 64.85 points, or 0.98%, from the previous trading day; the DAX index in Frankfurt, Germany, closed at 15554.18 points, down 53.79 points, or 0.34%, from the previous trading day.

  Asian stock market: The Asia-Pacific stock market closed generally down. The Nikkei 225 index fell 0.06% to 29048.02 points; the Korea Composite Index fell 0.03% to 3301.89 points.

(Article Source:Oriental wealthResearch center)

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