Highlights of the three major securities newspapers on February 26: The National Development and Reform Commission strengthens the management of coal market expectations and implements a reasonable range of coal prices from May 1 – yqqlm

  【securitiesdaily】

  The Development and Reform Commission strengthens the management of coal market expectations and implements a reasonable range of coal prices from May 1

On February 25, the official website of the National Development and Reform Commission issued the “Notice on Further Improving the Coal Market Price Formation Mechanism” (hereinafter referred to as the “Notice”). The “Notice” proposes to guide the price of coal (thermal coal, the same below) to operate within a reasonable range, improve the price transmission mechanism for coal and electricity, ensure the safe and stable supply of energy, and promote the coordinated and high-quality development of coal and electricity upstream and downstream.

The “Notice” stated that coal prices are formed by the market. The National Development and Reform Commission and relevant parties have comprehensively adopted supply and demand connection, reserve handling,import and exportAdjustment, transportation coordination and other measures to promote the operation of coal prices within a reasonable range. When coal prices rise significantly or are likely to rise significantly, according to Article 30 of the “Price Law” and other regulations, price intervention measures will be launched in a timely manner according to procedures to guide coal prices to return to a reasonable range; when coal prices fall excessively, comprehensive measures will be taken. Appropriate measures to guide the reasonable recovery of coal prices.

  China Banking and Insurance Regulatory Commission, Ministry of Housing and Urban-rural Development: Increase financial support for affordable rental housing

According to the website of the China Banking and Insurance Regulatory Commission on February 25, in order to further strengthen the financial support for the construction and operation of affordable rental housing, recently, the China Banking and Insurance Regulatory Commission and the Ministry of Housing and Urban-Rural Development jointly issued the “AboutBankinsuranceGuiding Opinions of Institutions to Support the Development of Affordable Rental Housing” (hereinafter referred to as the “Guiding Opinions”).

The person in charge of the relevant departments of the China Banking and Insurance Regulatory Commission and the Ministry of Housing and Urban-Rural Development stated that the “Guiding Opinions” adhere to the people-centered, market-oriented, risk controllable premise, and multi-party coordination as the guarantee, and put forward the following requirements. The first is to give full play to the advantages of various institutions.country developmentBank,BusinessBankinsuranceInstitutions, trust companies, etc., should give full play to their advantages, based on their own business characteristics, and increase financial support for affordable rental housing. The second is to grasp the characteristics of the financing needs of affordable rental housing.

  “Black cat and white cat” model loses money but has no choice but to suspend ordersGreat Wall MotorsORA brand will launch new car

2021 IGuoxin EnergyTerminal market sales are booming.According to data from the China Association of Automobile Manufacturers, in 2021,Guoxin EnergyAutomobile sales reached 3.521 million units, an increase of nearly 1.6 times year-on-year, ranking first in the world for seven consecutive years.

However, in contradiction to the “hot” end market, there will be various problems in the automotive supply chain in 2021.For example, powerBatteryThe prices of valuable metals such as raw materials nickel, manganese, cobalt, and lithium have risen rapidly, especially lithium carbonate. In February 2022,BatteryThe price of grade lithium carbonate has reached 400,000 yuan/ton, an increase of more than 470% compared with the price of about 70,000 yuan/ton in the same period last year.

  【securitiesTimes]

  “Industrial circle” accelerates the construction of a new picture of the industrial chain and supply chain

Beijing exports Tianjin-Hebei technologycontractThe cumulative turnover was 176 billion yuan,ZhongguancunThe company has set up more than 9,000 branches in Tianjin and Hebei. In 2021, Tianjin Binhai-ZhongguancunOver 30% of the newly registered companies in the science park are from Beijing… In the eight years since the Beijing-Tianjin-Hebei coordinated development strategy has been implemented, the coordinated development of the three industries has presented a series of new features, taking the relieving of Beijing’s non-capital functions as the “bull nose”.

However, during the on-site visit, the reporter also learned that due to the sporadic spread of the new crown pneumonia epidemic, the progress of investment promotion projects in some places has been affected to varying degrees, and it is still difficult to promote the coordinated development of the industry.Chen Yao, a researcher at the Institute of Industrial Economics, Chinese Academy of Social Sciences, vice president and secretary general of the China Association of Regional EconomicssecuritiesThe Times reporter said that the economic development gap between the north and the south in the country is relatively large, combined with the impact of the new crown pneumonia epidemic and the complex economic situation at home and abroad, the economic and social development of Beijing, Tianjin and Hebei, especially Beijing, is facing greater pressure. It is recommended to further improve and improve the cooperation mechanism. Based on their respective comparative advantages, improve the effectiveness of investment, so as to achieve stable leadership and seek progress while maintaining stability.

  Five departments issued detailed rules for delisting of enterprisesbrokerageUndertaking mechanism

Yesterday, five departments including the Shanghai and Shenzhen Stock Exchanges, the National Equities Exchange and Quotations, the Beijing Stock Exchange and the China Settlement issued the “Implementation Measures for the Listing and Transfer of Delisted Companies Entering the Delisted Sector” (Draft for Comment), which combined with the listing process of delisted companies. There are mainly problems such as low cooperation of delisted companies, poor acceptance mechanism of leading securities companies, and complicated procedures for confirmation of rights. From the aspects of institutional arrangements and program optimization, the “effective and implementable” disposal measures have been clarified.

The drafting ideas of the “Implementation Measures” include insisting on making progress while maintaining stability, and moderately optimizing and adjusting. This system improvement is carried out around the basic idea of ​​”adhering to the overall arrangement of the previous system, not making fundamental adjustments, and at the same time adapting to the requirements of normalized delisting”. Targeted optimization and adjustment should be made to regulations that have problems and poor operation in practice, while institutional arrangements that are generally applicable in the capital market will be used for reference. Adhere to the concept of system and cooperate with all parties. The timely listing of delisted companies in the delisting sector is an important guarantee for promoting the stable and smooth exit of delisted companies from the exchange market. All parties should protect the legitimate rights and interests of investors.

【Shanghai Securities News】

  Shanghai silicon industry raises funds to expand productionfundThrowing 1.5 billion yuan to “increase positions”

worldwidesemiconductorcontinued high prosperity,semiconductorLarge silicon wafers are in short supply, and their status in the industry chain is becoming more and more important.as ChinasemiconductorThe “fixed star” of the industry, the National Integrated Circuit Industry Investment Fund (hereinafter referred to as the “big fund”) has a keen sense of smell, and decisively “increases” semiconductor silicon wafers. On the evening of February 25th, Shanghai Silicon Industry released a decisionAdditional issuanceAccording to the business report, the company raised about 5 billion yuan this time, and the second phase of the large fund was placed about 1.5 billion yuan.

according toannouncement, Shanghai Silicon Industry issued 240 million shares at a price of 20.83 yuan per share this time, and raised a total of about 5 billion yuan. In the end, a total of 18 institutions were placed, and the lock-up period of the acquired shares was 6 months.

  Beidou applications are getting wider and wider, and many listed companies in the industry chain benefit

At the recently concluded Winter Olympics, ice and snow enthusiasts from all over the world witnessed the dashing and graceful postures of the Olympians in the fast diving and giant slalom events in the alpine skiing event held in Beijing’s Yanqing Division. In order to protect the safety of the Winter Olympics,CTI NavigationThe self-developed low-power GNSS monitoring station H3 and multi-functional micro-power collapse monitoring station-VF100 are deployed on the key slopes of the core internal roads.CTI NavigationChairman Zhao Yanping introduced that using high-precision Beidou satellite positioning technology, Internet of Things communication technology, MEMS sensing technology, big data integration technology and other means, these devices can conduct an overall analysis of the state of road slopes, discover regional hidden dangers in time, and carry out Alarm in various ways.

Geological disaster monitoring and early warning is just a new field of large-scale application of Beidou industry. Recently, the state has intensively introduced a number of new policies to support Beidou. For example, on February 18, the National Development and Reform Commission issued the “Notice on Printing and Distributing Several Policies to Promote the Steady Growth of the Industrial Economy”. The “Notice” mentioned that the implementation of major Beidou industrialization projects will promote the large-scale application of Beidou in major strategic regions. Industry insiders believe that with the continued increase in policies, the penetration rate of Beidou industry is expected to further increase in 2022.

  A-share listed companies have not been significantly affected by the “European Granary” accident

Russia’s special military action against Ukraine also affects the hearts of A-share investors. Recently, a number of listed companies with business or cooperation in Ukraine responded to investors’ concerns through interactive platforms and other channels. In addition, the military action has also increased the supply uncertainty of some products, and investors also hope that industry chain companies will make reserves in advance.

Ukraine is known as the “granary of Europe”. According to public information, in addition to titanium ore, manganese ore and other mineral reserves ranking among the top in the world, Ukraine has particularly outstanding advantages in agriculture: the country’s arable land area ranks among the top in Europe, and the black soil area ranks third in the world. An important exporter of crops such as barley and corn.

(Article source: Securities Daily Network)

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