Guangdong: By 2025, the proportion of non-fossil energy consumption will strive to reach about 30%. In principle, no new self-provided coal-fired units will be added. The Guangdong Provincial People's Government issued an action plan for continuous improvement of air quality in Guangdong Province to develop clean and low-carbon energy. By 2025, the proportion of non-fossil energy consumption will strive to reach about 30%, and electric energy will account for about 40% of terminal energy consumption. Improve the operation mechanism of natural gas pipeline network, and industrial and commercial users with annual gas consumption of more than 10 million cubic meters, close to the main pipeline and with direct download conditions can implement direct supply. New natural gas will give priority to ensuring residents' lives, replacing clean energy sources in industrial boilers and furnaces, and using transportation vehicles and boats. The "coal to gas" of industrial boilers and furnaces should be promoted in an orderly manner under the condition of implementing the gas supply contract. Reasonable control of coal consumption. Promote energy saving and consumption reduction of existing coal-fired generating units. In principle, no new self-owned coal-fired units will be added, and self-owned power plants will be encouraged to turn into public power plants. The Pearl River Delta region has gradually expanded the scope of Class III (strict) no-burn zone for highly polluting fuels, and the Class III no-burn zone in eastern Guangdong, western Guangdong and northern Guangdong has been expanded to urban built-up areas at or above the county level. Coal-fired power projects and their coal consumption that support stable power supply, safe operation of power grid and large-scale consumption of clean energy should be reasonably guaranteed.Suzhou Industrial Park Phase II Industrial Investment Fund registered and established with a capital contribution of 10 billion yuan. According to Tianyancha App, Suzhou Industrial Park Phase II Industrial Investment Fund (Limited Partnership) was recently established, with Suzhou Yuanfeng Capital Management Co., Ltd. as the executive partner, with a capital contribution of 10.01 billion yuan, and its business scope covers private equity investment fund management and venture capital fund management services. According to the partner information, the fund is jointly funded by Suzhou Industrial Park State-owned Capital Investment Operation Holding Co., Ltd., Suzhou Industrial Park Economic Development Co., Ltd. and Suzhou Yuanfeng Capital Management Co., Ltd.Market News: Xiaomi said that it has no plans to launch its electric car SU7 in India.
Analyst: The market from September 24th to October 8th may not be interpreted in the short term. Today, the A-share market opened, and the three major indexes all opened sharply higher. The Shanghai Composite Index opened 2.58%, the Shenzhen Component Index opened 3.66%, the Growth Enterprise Market Index opened 4.88%, and the Shanghai and Shenzhen stock markets opened less than 50 stocks. In addition, Hong Kong's Hang Seng Index opened up 3.21%, and the Hang Seng Technology Index rose 4.24%. So, how to interpret the future market? Analysts believe that the market from September 24 to October 8 may not be interpreted in the short term. After all, the chip pressure still exists, but the bull market atmosphere may last longer and spread more widely. From the short-term perspective, three major signals have also appeared. First of all, the one ETF Southern China A-Share CSI 500, which was first opened in the peripheral Japanese stock market, fell slightly after it surged. Yesterday, the Nasdaq China Jinlong Index also fell back in the late session, and after the A50 opened in the morning, it also fell slightly, indicating that the funds may be more rational. Second, before the surge, the intensity of foreign ambush was not as great as last time. Yesterday's data showed that the global position of Long onlys has returned to the level of June. The low option trading volume of FXI/KWEB also shows the slight degree of macro investors' positions. It may also mean that the follow-up potential is also relatively large; Third, foreign investors have less doubts about the market this time than last time. After the last surge, foreign investment was still generally not optimistic, but the degree of optimism was significantly enhanced this time. (Broker China)By 11:21, 100 stocks in the two cities had daily limit.Today, the national carbon market closed at 101.67 yuan/ton, down 0.05% from the previous day. Today, the comprehensive price of the national carbon market is: the opening price is 101.77 yuan/ton, the highest price is 101.77 yuan/ton, the lowest price is 101.62 yuan/ton, and the closing price is 101.67 yuan/ton, down 0.05% from the previous day. The transaction volume of today's listing agreement is 1,049,574 tons, with a turnover of 104,680,075.45 yuan; The volume of bulk agreement transactions was 8,684,118 tons, with a turnover of 864,134,315.57 yuan. Today, the total turnover of the national carbon emission quota is 9733692 tons, with a total turnover of 968814391.02 yuan. (National Carbon Trading)
Today, 8 new fund managers were hired and 3 left. According to the statistics of Eastern Fortune Choice, 8 new fund managers were hired today, involving 10 funds (A/C categories are calculated separately), mainly from companies such as Bosera Fund and Wanjia Fund. In addition, three fund managers left today.Liang Zhonghua of Haitong Securities: The general direction of "positive" macro policy in 2025 has been determined, and the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025. Liang Zhonghua, chief macro analyst of Haitong Securities, said that judging from the statement of the meeting, the general direction of "positive" macro policy in 2025 is certain. Among them, "supernormal countercyclical adjustment" was put forward for the first time. Liang Zhonghua analyzed that "supernormal adjustment" may be different from QE (quantitative easing) in western countries, but refers to a traditional tool that has grown steadily in the past few years, making a breakthrough on the margin and playing the role of "keeping innovation" and "enriching and perfecting the policy toolbox". Judging from the policies that have been issued since September, this round of steady growth is a steady growth under the framework of "high quality". The high-quality framework will not change, and there will be no strong stimulation of flood irrigation. The meeting proposed to "implement a more active fiscal policy and a moderately loose monetary policy". Liang Zhonghua believes that next year's finance is expected to make further marginal efforts. It is expected that deficit ratio may improve. At present, 3.5%-4.0% is more likely, and the scale of special bonds may be marginally increased. Special government bonds supporting "duality" and "two innovations" will continue to be issued or increased. In addition, the debt-melting policy launched in November will also be the financial focus next year, and it is expected that special government bonds may be issued to supplement bank capital. In addition, the gradual interest rate cut will continue next year, and the structural monetary policy will continue to exert its strength. The meeting stressed that "it is necessary to vigorously boost consumption, improve investment efficiency, and expand domestic demand in all directions." In this regard, Liang Zhonghua believes that compared with Politburo meeting of the Chinese Communist Party's statement of "expanding domestic demand with the focus on boosting consumption" in July, this meeting pays more attention to expanding domestic demand, and its support is expected to be further increased in the future. Since the beginning of this year, with the extra-long special national debt funds in place, the consumption of consumer goods trade-in policy has gradually emerged. There is still room for further efforts to expand domestic demand policies such as replacing old consumer goods with new ones next year. Liang Zhonghua also mentioned that this meeting clearly put forward "stabilizing the property market and stock market", which shows that the policy pays high attention to the property market and stock market. As an important signal to pay attention to the economy and expectations, the policies of the property market and stock market are also positive.General Administration of Customs: Import and export of general trade and processing trade increased. According to customs statistics, in the first 11 months, China's general trade import and export was 25.5 trillion yuan, an increase of 3.7%, accounting for 64.1% of China's total foreign trade. Among them, the export was 15.04 trillion yuan, up by 7.9%; Imports reached 10.46 trillion yuan, down 1.8%. In the same period, the import and export of processing trade was 7.22 trillion yuan, up by 3.6%, accounting for 18.1%. Among them, exports were 4.58 trillion yuan, an increase of 1.8%; Imports reached 2.64 trillion yuan, up 6.9%. In addition, China's import and export by bonded logistics was 5.64 trillion yuan, an increase of 13%. Among them, exports were 2.2 trillion yuan, an increase of 10.9%; Imports reached 3.44 trillion yuan, up by 14.4%.
Strategy guide
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Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13