Common sense of how to manang money,comments of finance news.

Week hot incidents Comment

National Energy Board: China planning nuclear power installed capacity in 2020 will increase about twice as

Events: National Energy Board, said the head 22, are currently working on long-term nuclear power development plan in 2020 to adjust. According to the current work plan, 2020 see China’s nuclear power installed capacity target for the conservative 70 million to 80 million kilowatts.

Comments: At present, the total installed capacity of nuclear power in China accounted for 4% of total electricity installed capacity, far below the level of developed countries, suggesting that low-carbon economy in the context of China’s nuclear power industry has much room for development. The good news for the related industries. “Next week two major breakthroughs in key positions”

Inner regional planning strategy is expected to introduce a large energy concern

Event: Recently, money market funds did not stop to explore the concept of the regional economy, following the policy guidelines, there have been new regional sections into a hot market. In 23, on the Inner Mongolia regional planning was about to be approved in the news, also attracted the attention of investors. It is reported that, following the “circular economy pilot area in Qinghai Province Qaidam Master Plan” has access to the State Council officially approved, the Inner Mongolia region officially approved by the relevant planning next month. The plan focuses on energy strategy, which focuses on the mineral resources and renewable energy industry planning.

Comments: Inner Mongolia as the country’s most abundant energy reserves one of the provinces, large energy strategy drawn greater attention. The introduction of energy strategy planning, inevitably Inner Mongolia region main energy-related companies to bring new development opportunities, and these companies are also expected to be main financial concern.

12 trillion of investment planning ignite passion

Event: March 22, the economic situation in Hubei Province and major project information briefing, the province Development and Reform Commission Xu Kezhen introduction, as of now, major projects in Hubei Province storage library has 37,600 items, total investment reached 12.06 billion. These projects, the latest in the “12 5″ initially focused on construction.

Comments: The lack of hot speculation in the market when the 12 trillion of investment projects in Hubei ignite the enthusiasm of the market speculation, Wuhan enjoy the fun of local shares rose, money market funds to find a new direction. It is undeniable that 12 trillion of investment can not appear in the short term effect, but the stock market, the more the hype is expected, especially in the hot market, lack of time, more vulnerable to capital sought after.

Ministry of Finance: stimulus should not lightly quit

Event: 21, Vice Minister of Finance Wang Jun, China Development Forum, said the current policy of withdrawal should not lightly to stimulate, but should actively initiate research. The withdrawal of stimulus in China under the world and China will choose the decision-making situation, a smooth exit, a “soft landing.”

Comments: India as a representative of the BRICs, today announced the interest rates that emerging economies begin to gradually withdraw from the economic stimulus plan, the news caused the stock market crash last Friday in Europe and America.

TD + CMMB mobile TV business formal business

Event: 22, China Mobile and widely spread that TD + CMMB mobile TV services in the national official business. TD is China’s own innovative third-generation mobile communication standard, CMMB is China’s own innovative mobile multimedia broadcasting standard, Zhang Haitao, deputy director of SARFT, said the blend is a useful practice of triple play to explore. At the recent “CCBN2010 digital TV in China Summit” on the radio SARFT deputy director Zhao-Hui Sun reporter’s interview, said that the current coverage of CMMB network construction has been initially completed, the next step to select some qualified some provinces and cities to pilot CMMB content production, content-rich hopes to further promote the development of the industry.

Comments: CMMB is the independent innovation of China’s mobile multimedia broadcasting standard, the blend is a useful practice of triple play to explore. As the three are integrated to implement the pilot will be in May, before the positive cash-related stocks is expected to continue upward.

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body positions of [Internal information]
Operation strategy under bad rumors brokerage stocks suffered Jianguang Si grasp the opportunity to
The core reason for weak broader market upside led the broader market breakthrough disc two forces Board
Western Development Investment bring to the market three main line heavy fist property stocks to curb high prices affect the geometry

How to understand the 3-year resume on the A shares of Central-vote effect

Thursday’s Bank of China issued 15 billion yuan of 3-year central voting issue interest rate is 2.75%, for the first time after an interval of 22 months after the resumption of three-year central voting issue; also issued 75 billion yuan 3-month central votes interest rates continue unchanged at 1.4088 percent level; In addition, the central bank has also implemented a 60 billion yuan the day 91 days period for repurchase operations, the successful tenderer for the 1.41% interest rate. “Blue chip tape secret behind the broader market pressure”

Le vote in private that, while the smaller central ticket, but after restart again after a long period, its impact and significance of the market can not be ignored, that the central bank for liquidity withdrawn from circulation has reached a new stage, not just is only satisfied with a shorter period of the previous central ticket tools such as reserve ratio.

Also shows that the tightening of monetary policy under increasing pressure, will be released in March economic data will be a good benchmark. Stepped in to restart the period also reflects the central bank is more optimistic about the economic situation, but little effect of the tool used, the central bank’s tightening measures will be the next step is to raise interest rates, the negative impact of the stock market would be obvious.

Comprehensive view of today’s news side, good bad half the market today, stock index futures was kicked off, and re-emphasize the great western development will boost the performance of the relevant section. RMB exchange rate reform may advance, so that greatly increased expectation of RMB appreciation will also boost related, such as aviation, paper, and real estate section. But the resumption of 3-year central bank stepped in to suppress the whole atmosphere of the market long. New energy development plan tactics, and also result in substantial new energy plate negative. Therefore, the foot in the maintenance of structural adjustment index may be the situation, to wait for the substantive economic data and central bank action to further uncertainty.

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body positions of [Internal information]
Week hot incidents comment
Battle of the time tomorrow
regional revitalization opportunities can not be ignored
Yang Xian upward trend in the second quarter set up to determine
new resistance level to the next week to adjust! new changes in monetary policy, care and thought need to recognize the

Week hot incidents Comment

In the first quarter GDP growth 2.2% 11.9% CPI increase

Event: This year, all localities and departments to seriously implement the Party Central Committee and State Council decision to deploy, should adhere to the implementation of a package of international financial crises, the overall national economic recovery momentum to further development, made a better start to realize full-year forecast objectives laid a good foundation.

Preliminary estimates, a quarter of gross domestic product 8.0577 trillion yuan, according to comparable prices, an increase of 11.9% over the same period the previous year to speed up by 5.7 percentage points. Among them, the primary industry added value 513.9 billion yuan, up 3.8%; the secondary industry 3.9072 trillion yuan, up 14.5%; the tertiary industry 3.6366 trillion yuan, up 10.2%.

Comments: today announced the March quarter CPI and GDP data, CPI2.2% lower than expected, which to some extent, to dispel concerns about the central inflation, while the other hand, 11.9% first quarter GDP growth, the economy overheated signs, which will force the central bank to adjust monetary policy. The good news for the macro and market neutral bearish.

The State Council shall not be required to buy two suites down payment less than 50%

Event: April 15, yesterday held a State Council executive meeting the requirements of the loan to buy second homes in the family, loans, shall not be less than 50% down payment, interest rate not less than 1.1 times the benchmark rate. In this connection, Chinese Academy of Social Sciences Research Institute of Finance, the financial market, said Yin Zhongli, Deputy Director, the introduction of this policy will allow market supply and demand situation of the more obvious changes, the phenomenon can effectively curb real estate speculators. He also noted that the current price from the top of a short or medium term is very close, which means that the future market will face a larger adjustment.

Comments: The current price is already in a state of madness, from the short or medium term top is already very close. This means that the future market will be faced with short-term or medium term, a larger adjustment. Yesterday’s meeting of the State Council to accelerate the formulation of housing consumption to a rational tax policy, the implication is that property tax should be introduced soon, however, should the policy change after the second suite can effectively curb the speculation, brought under control upward trend in prices, then the introduction of tax policy may have been slower.

The State Council issued new policy to guide foreign investment to central and western transfer of foreign

Event: Following the end of last year after the State Council executive meeting held in the Central once again stressed the need to further improve the utilization of foreign investment and to develop a more detailed measures. Yesterday, the State Council promulgated the “further improve the utilization of foreign investment on a number of opinions” (hereinafter referred to as “Opinion”) required to play a better use of foreign investment in the promotion of technological innovation, industrial upgrading and coordinated regional development, the positive role.

Comments: The expected state recently launched the “New Decade of the Western Development Plan”, that is, the promotion of western development package of new policies to guide foreign investment to central and western transfer or just one. The good news for the relevant regional stocks.

SFC: spin-off subsidiary of listed company to the GEM Listing

Event: GEM held recently issued regulatory operations of communication will spread news, current Commission has allowed domestic listed companies, spin-off subsidiary to the GEM, but must meet six criteria: public listed companies not to invest in the issuer to raise funds business; listed company profits the last three years, the normal business operations; listed company and the issuer does not exist in the competitive and non-competition undertaking the next issue, listed companies and issuers of the shareholders or actual controllers and there is no serious issue between the related party transactions ; issuers of listed companies net profit net profit accounted for no more than 50%; the net assets of the issuer of listed companies accounted for no more than 30% of net assets; listed company and subsidiary company directors, supervisors, family members held high and the issuer does not exceed pre-IPO shares 10%.

Comment: Although the spin-off subsidiary, the SFC can be done a certain size limit, but will still have a lot of companies will choose to send a subsidiary of strong earnings potential of the GEM, this area will increase financial pressure on the market, and the other On the one hand to undermine the quality of listed companies in Shanghai and Shenzhen balance. GEM is expected to surge in the number of listed companies, the scarcity of great discounts, leading to frenzied speculation GEM pre-emergence or the movement of deep heavy volume, after the madness will be a painful process of returning the value.

Week hot incidents Comment

Central Bank: This will stabilize the stock market run banks will diversify financing

Event: Bank of China recently released “2009 China Financial Market Development Report,” that in a series of macro and micro economic and financial backdrop, this year, China and the international financial market shocks may be a certain level.

Central Bank forecast in the report, the economic and financial situation will affect the financial markets in different ways the amount of money flows and structure. In international and domestic macroeconomic policy will show the flexibility of a strong, further increase China’s economic restructuring efforts under the combined effect of factors such as, China’s financial market volatility, is very interesting. The report recommends, therefore, should carefully analyze the characteristics of this change, to grasp the financial market development trend and direction of running, correctly control the direction of financial markets, rhythm and intensity, to adapt them to the level of economic development, macro-control requirements, market development the extent and financial supervision capacity, to avoid financial market volatility.

Comments: This is the central ministries today the second position on the stability of the market seems to have been caused by high-level index row sell into corrections close attention, this is not difficult to guess deep down if the stock continues, there will be further rescue measures introduced.

State Department decisive energy conservation: to ensure the completion of the “Eleventh Five” goal

Event: 25, Premier Wen Jiabao chaired a State Council executive meeting, the deployment of further intensify its efforts to ensure the realization of “five” emission reduction targets.

It was noted that the “Eleventh Five-Year” four years ago, after various localities and departments to work together, have made important progress in energy conservation, the national total energy consumption per unit of GDP fell 14.38%, but the “Eleventh Five-Year” lower about 20% there is still a wide gap, especially since the third quarter of last year, high energy consumption, high emission industries rapid growth, some out of the resurgence of the backward production capacity, energy consumption intensity of a slow decrease or even fall to rise, energy saving situation is very grim.

The meeting stressed that to achieve “five” emission reduction targets that the Government made the solemn commitment of people throughout the country this year is the year of decisive, now only eight months, and all localities and departments to further enhance the sense of urgency, responsibility, to take strong, effective measures to ensure that goal.

Comments: The new industry is a central policy focus of this year for care, the pace of economic restructuring in full swing. Can be expected, the eight measures to support energy-saving emission reduction policies in only a part of future initiatives to support the central and more new industries. The message to energy conservation, low carbon economy, good plate.

Development and Reform Commission urged the Western Development

Event: National Development and Reform Commission website on the 27th message, the Western Development in 2010 proposed the organization of work, pay close attention to further promulgation of the western development strategy, a number of observations, study and formulate relevant supporting measures and the implementation details. Vigorously develop industries with local advantages, strengthen the exploration of mineral resources and vigorously develop energy-saving environmental protection, new energy, new materials, and other strategic new industries.

The websites of the “Western Development on the 2009 and 2010, the progress of work,” suggested practical measures to implement the western development policy in place. Continue to increase the central government on the transfer of the western region and various special funds to pay support to the new central government investment in key projects to the people’s livelihood, environment, infrastructure, industrial structure adjustment and tilt the areas of disaster recovery and reconstruction. Carry out the “West” 12 5 “plan,” preparation.

Comments: The next decade will be the key link between the past western development period, the introduction of a series of major policy decisions will be to the west of the listed companies in 11 provinces to bring a historic opportunity for development. Particular the resources sector, the strategic new industry sectors, will enable the region we should be concerned about. The message for the Xinjiang and Tibet in the western region positive plate.

Triple play list and details of the pilot will be introduced in mid and late 5

Event: According to the State Council’s requirements, 5 triple play pilot in mid-late list and rules will be promulgated in June will be the pilot. The rules introduced near the pilot of the relevant stocks around the corner; this week Gehua strong daily limit, to leading cable operators class individual stocks rally. With the time trial is expected to push close to triple play concept stock market is expected to continue rising.

Comment: Recently, several media outlets reported that SARFT has recently provinces, autonomous regions and Radio and Television Bureau issued a “41 Man”, asked for authorization to carry out without the Administration of Radio IP TV services in the region, will be investigated and prosecuted according to law, the deadline to stop illegal conduct of IP TV services. SARFT in the inventory of actions designed to digital, two-way technology, HD Radio and Television among Transformation operators gain time for development, consolidation of radio and television to the video service control. The short term, “41 Man” on radio and TV operators to be protected, the market also interpreted as a positive article. Stimulation in the news recently in the broader market in the process of continuous adjustment, triple play was relatively stable stocks.

Strict Management of the Ministry building occupied by the fitness room to take measures to

Event: Urban Housing Ministry said the head of the 26th, where affordable housing for some of the existing mechanism of imperfect access to exit administration, supervision and services not in place everyday issues such as rural housing the Ministry of Construction recently issued a circular to strengthen the affordable housing management.

According to the person in charge, the circular, Evasive Outflow giving false information on affordable housing, and a verified immediately ordered to return, do not make a statement or do not meet the asset verification, publicity, or can not make a reasonable explanation, as if to false information Evasive Outflow affordable housing.

The circular also clarified the law relating to staff abuse of power, favoritism and construction unit, agency responsibilities and accountability system illegal. The circular also clarified the law relating to staff abuse of power, favoritism and construction unit, agency responsibilities and accountability system illegal.

Comments: (the above policy and housing market speculation against investment policy serves the same purpose is to safeguard the security of housing equity, low-income families are protected. The policy although it is equally central to the real estate market reflects the continuity of control, but on the capital market was relatively small.

Style, which converted the opportunity once again disappointed the market outlook concerns

NDRC concerned on the 24th, revealed in an interview, by the National Development and Reform Commission and Ministry of Industry, Ministry of Finance prepared multi-sectoral, “the State Council on accelerating the development of new industries of strategic decision” on behalf of the draft of the research currently near the end, will strive to submit to the State Department during the first half of this year. Among them, the emerging industry revitalization plan will include a series of individual revitalization plan, “New Energy Plan” is expected to first introduced.

National Development and Reform Commission Zhang Xiaoqiang, deputy director, said five types of industry will be included in this plan into: first, new energy industries, including energy saving, resource recycling, etc.; followed by the life science industry and the associated biological agriculture and biological medicine; the third is the field of electronic information, including the remote sensing, Internet of things, a new generation of broadband mobile communications; In addition, the marine engineering industry and new materials will also be a very promising new industry sectors.

Le vote in private that the growth in the 10-year worry-free security context of the national industrial structural adjustment, loose monetary policy after another to run out of is the dominant factor in the market. With the new development plan in this year’s second and third quarters of intensive introduction, the phase-related topics, or will be hot, investors should pay close attention to the opportunity it contains.

Integrated on the weekend news perspective, the central bank in the first quarter economic data showed that China’s economy is still in good running condition, but must pay attention to inflation expectations. This indicates that the impact of future inflation may become a major variable market trends. Tape led to China last week, a significant jiacang large funds, and the Commission approved the United Nations Department of Earth and then real estate financing projects that may be used to control the real estate shift phase of the heavy volume limit, short-term stabilized the real estate sector will definitely help.

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