(Original title: Blockbuster! The central government is enlarging, and this kind of education is going to be popular! Liquor fund managers’ live broadcast of “coal mining” is on fire! 480 billion soy sauce Mao announced the price increase! The 150 billion giants suddenly lost 300 million in net profit!)
On the 12th, the China Merchants Fund suddenly became popular, and the liquor index fund manager suddenly ran to “dig for coal”, causing concern in the fund circle!
In the evening, the central government recruited again, and the Central Office and the State Council issued a document to encourage listed companies and industry-leading enterprises to hold vocational education!
Two offices: Encourage industry-leading enterprises to lead the establishment of national and industry-based vocational education groups
Recently, the General Office of the Central Committee of the Communist Party of China and the General Office of the State Council issued the “Opinions on Promoting the High-Quality Development of Modern Vocational Education” and issued a notice requesting all regions and departments to conscientiously implement them in light of actual conditions.
The “Opinions on Promoting the High-Quality Development of Modern Vocational Education” mentions:
1. By 2025, the types of vocational education will be more distinctive, the modern vocational education system will be basically completed, and the construction of a skilled society will be fully promoted. The school-running pattern has been more optimized, and the conditions for running a school have been greatly improved. The enrollment scale of vocational undergraduate education is not less than 10% of the enrollment scale of higher vocational education, and the attractiveness and quality of vocational education have been significantly improved.
By 2035, the overall level of vocational education will be among the best in the world, and a skilled society will be basically established. The social status of technical and skilled personnel has been greatly improved, and the supply of vocational education is highly matched with the needs of economic and social development, and the role of the comprehensive construction of a modern socialist country has been significantly enhanced.
2. Encourage listed companies and industry-leading enterprises to hold vocational education, and encourage all kinds of enterprises to participate in vocational education in accordance with the law. Encourage vocational schools to cooperate with social capital to build vocational education infrastructure and training bases, and jointly build and share public training bases.
3. Vocational schools should actively carry out bilateral and multilateral technical cooperation with high-quality enterprises to jointly build technological and skill innovation platforms, specialized technology transfer institutions and university science parks, technology business incubators, and crowd-creation spaces to serve local small, medium and micro enterprises in technological upgrading and product development. . Promote vocational schools to set up internship training bases in enterprises, and enterprises to build training and training bases in vocational schools. Promote school-enterprise co-building and co-management of industrial colleges and corporate colleges, and extend the space for vocational schools.
4. Strengthen the penetration and integration of general education and vocational education in each school stage, implement vocational enlightenment education in ordinary primary and secondary schools, and cultivate the hobbies of mastering skills and the awareness of career planning.
5. Focusing on major national strategies, closely linking with trends in industrial upgrading and technological change, prioritizing the development of a batch of emerging majors required by industries such as advanced manufacturing, new energy, new materials, modern agriculture, modern information technology, biotechnology, and artificial intelligence, and speeding up the construction Preschool, nursing, health care, housekeeping and other majors that are in short supply, transform and upgrade a number of traditional majors such as iron and steel metallurgy, chemical medicine, construction engineering, textile manufacturing, and eliminate and eliminate the oversupply, low employment rate, and disappearance of professional jobs. Majors, schools are encouraged to open more majors that are in short supply and meet market demand, and form a professional system that closely connects the industrial chain and innovation chain.
Liquor fund managers go to “dig coal”
The hottest in the fund circle on the 12th was a live broadcast between Mr. Hou Hao, the coal index fund manager of China Merchants Fund, and the chief coal analyst of Cinda Securities. Don’t put too much effort into your clothes. I feel like you can broadcast it directly in the mine next time.
Hou Hao is also the manager of the Baijiu Index Fund. Some netizens jokingly asked whether the special live broadcast of Baijiu can be directly placed on the eight tables.
Zuo Qianming said in the latest research report that the coal economy is currently in the early and mid-term of a new round of upswing in the coal economy. Fundamental, policy, and company aspects are resonating, and the coal sector is now allocated at the right time. The legalization of domestic coal off-balance sheet production capacity is currently nearing completion: the space for nuclear increase/approved production capacity is rapidly converging and the threshold for nuclear increase has increased, limiting the short-term production growth potential of coal companies; considering the decline in coal companies’ willingness and ability to build mines and more than 3 years of mine construction During the “14th Five-Year Plan” period, coal supply may be difficult to respond to demand growth, and prices remain high. On October 8th, the State Council proposed to promote all coal-fired power generation electricity into the electricity market, and at the same time increase the fluctuation range of market transaction electricity prices. The coal price transmission mechanism is gradually unblocked, which is conducive to the stable and long-term development of the industry. In addition, foreign capital expenditures on fossil energy under the guidance of the “dual-carbon” goal are also insufficient. After the “epidemic” stage, the economy recovers and demand improves. The insufficient output of new energy has caused the supply of fossil energy to exceed supply, and the price rises rapidly, supporting domestic coal prices. . At present, with the industry generally reducing costs and increasing efficiency and endogenous and extended growth, corporate profits are expected to trend upward. In addition, leading coal companies have strong cash profitability, and at the same time, capital expenditures have narrowed. The surplus cash flow is more likely to return to shareholders and improve investor income. The current valuation of the coal sector has not yet fully reflected the industry’s prosperity and sustainability, and there is a lot of room for restoration.
Zuo Qianming said that in a comprehensive view of the coal sector, he continues to recommend paying attention to the historical allocation opportunities of coal. It is recommended to pay attention to three main lines of investment: one is the low-valuation, high-dividend thermal coal leader Yanzhou Coal, Shaanxi Coal, China Shenhua; the second is Pingdingshan Coal and Panjiang, which have both resource scarcity and significant growth; 3. It is the Shanxi Coking Coal and Shanxi Coal Industry with great potential for extensional expansion brought about by the state-owned coal group’s increased asset securitization rate.
“Xingquan Liu Xi” was forced out?
Xingquan Fund: The company has never had this person
During the decline on the 12th, a screenshot of the circle of friends circulated in the financial circle, “Xingquan Liu Xi” wrote, “Goodbye everyone, in the so-called two-month structural bull market, it is the market’s fault or ours. Han Chuang has been studying hard for 20 years. I think we are all right. The world is full of stench! Family and friends, I am fine, I will not do stupid things.” “It’s just this life, I’m over.” “Xingquan Liu Xi” emphasized.
However, Xingquan Fund denied that the company had such a person, and the fund manager also checked from the Fund Industry Association. There was no such person.
Soy sauce mao price increase
Salt Lake shares lost more than 3 billion profits
On the evening of the 12th, 400 billion soy sauce Mao-Haitian Flavour announced a price increase. After the company’s research and decision, the ex-factory prices of some products such as soy sauce, oyster sauce, and sauces will be adjusted. The adjustment range of main products ranges from 3% to 7%. , The new price implementation will be implemented on October 25, 2021.
After the November holiday, the rumors of Haitian Flavours’ price increase continued to ferment and finally landed tonight. Recently, affected by the news of price increases, Haitian Flavours’ share price has rebounded by more than 30% from the recent bottom, and the latest market value is more than 480 billion.
In the evening, Salt Lake Co., Ltd. issued an announcement that its subsidiary Salt Lake Energy was suspected of illegal mining crimes, which would affect the company’s profit of 357 million yuan that year.
Salt Lake’s announcement stated that its subsidiary, Salt Lake Energy, received a letter from the Haixi Prefecture Public Security Bureau. In the history of Salt Lake Energy, it had not obtained prospecting licenses and mining licenses. The exploitation of coal resources in Well No. 7 is suspected of illegal mining. Qinghai Salt Lake Energy Co., Ltd. can promptly return the illegal income and income from illegal mining to the public security organs.
Salt Lake Energy completely stopped all activities in the mining area and carried out comprehensive environmental improvement work in the mining area. The company has listed Salt Lake Energy as a zombie company. According to the relevant requirements of the “Accounting Standards for Business Enterprises”, Salt Lake Energy has made provision for asset impairment in the early stage. At present, Salt Lake Energy is carrying out consultations on compensation for damage to the ecological environment with relevant departments.
According to preliminary calculations, the illegal income and income from illegal mining of Salt Lake Energy is 357 million yuan, and the aforementioned refund is expected to reduce the company’s 2021 profit by 357 million yuan.
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