Financial attention► CITIC Securities: The 2022 Central Economic Work Conference again confirmed that the real estate market policy has seen a turning point, that is, from a demand restriction policy focusing on vigilance against rising asset prices to a demand stimulus policy focusing on encouraging reasonable self occupancy and improving housing demand, to a financing restriction policy focusing on vigilance against excessive leverage of real estate enterprises, to a financing facilitation policy focusing on liquidity support and expectation guidance. At present, the land market is at a low ...
Date:
2022
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12
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19
Views：2
Financial attention► CICC: The domestic epidemic is still in the stage of diffusion, and the impact on the market may continue for some time. At present, the forward P/E ratio of the CSI 300 index is only 9.4 times, and the equity risk premium has rebounded to near one time of the historical standard deviation. The daily turnover in the near future dropped to about 580 billion yuan, corresponding to the turnover rate calculated by the free circulation market value dropped to around 1.6%, and fell back to the 1.5-2% turnover rate range near the historical periodic bottom. Future investor sentim...
Date:
2022
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12
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26
Views：1
Financial attention► CITIC Securities: 2023 is a 'turning year' for A-shares. The whole year's strategic allocation period and tactical entry period will overlap in January. After the national epidemic situation reaches its peak, it will open a key long window. It is recommended to increase the position and shift the configuration from balanced allocation in December 2022 to a growth oriented style. Focus on the 'four security' fields, including energy storage and scenery of energy and resource security, semiconductor and digital economy industry of science and technology s...
Date:
2023
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01
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03
Views：1
Financial attention► Health Commission: According to the classification of clinical cases of Omikjon in our country in 2022, the incidence of pneumonia, that is to say, the proportion of ordinary type is still quite low, about 8%. Now because of the large base of infection, the absolute number of pneumonia must be large, because the population base of our country is large, so if it becomes absolute, it is not a small number.► President of China Tourism Research Institute: It is estimated that the number of domestic tourists and tourism revenue in 2023 will recover to 70% to 75% of that before ...
Date:
2023
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01
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09
Views：1
Financial attention► CCTV Finance and Economics: In the first week of Spring Festival travel from January 7 to 13, 2023, the actual number of passenger flights carried out by domestic civil aviation increased for seven consecutive days, reaching more than 70000 flights, and the average daily passenger flights exceeded 10000. The number of domestic passenger flights increased by 12% year on year, and has recovered to more than 80% in the same period before the epidemic. Among them, on January 8, 2023, the second day of the Spring Festival, the number of domestic passenger flights exceeded 10000...
Date:
2023
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01
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16
Views：1
Financial attention► Ministry of Culture and Tourism: 308 million domestic tourism trips were made during the Spring Festival holiday this year, up 23.1% year on year, and recovered to 88.6% in the same period in 2019. Domestic tourism revenue reached 375.843 billion yuan, up 30% year on year, and recovered to 73.1% in the same period of 2019. The national cultural and tourism market during the Spring Festival holiday is generally safe, stable and orderly.► Ctrip: As the first Spring Festival since 2019 without having to celebrate the Spring Festival on the spot, the tourism market has handed ...
Date:
2023
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01
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28
Views：3
Financial attention► Haitong Securities: referring to the capital rhythm of January 2019, the starting point of the previous bull market, foreign capital will enter the market in November 2018, while domestic capital will take the lead in the follow-up, and public offering and leveraged funds will accelerate the entry into the market from February to March 2019. Since October 2022, it has been the beginning of a new bull market. Similar to 2019, foreign investment has been launched in the near future. It is estimated that the net inflow will be more than 300 billion yuan in 2023, and the subse...
Date:
2023
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02
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06
Views：3
Financial attention► CCTV: Many universities around the world require students to stay away from ChatGPT. ChatGPT has been banned by some public schools in New York City and Seattle, and many other universities have announced plans to reduce home-based tests and increase written papers and oral tests. Many universities in Australia, India and the United Kingdom also restrict students to use ChatGPT, especially on campus and during examinations.► CCTV News: He Dan, director of the China Population and Development Research Center, said that it is expected that the number of people over 80 years ...
Date:
2023
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02
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13
Views：3
Financial attention► CITIC Securities: Since February, the small-cap growth index has increased significantly, and the theme hype is high. In the environment of increasing external risk disturbance, the market mentality is unstable and prominent, and the market is overreacted to the disturbance. The market still continues the thinking inertia of the black swan environment last year. With the expected restructuring and upgrading of the fundamentals, the external disturbance will not constitute a substantial impact, and investors will regain consensus, Short-term fluctuations provide a good oppo...
Date:
2023
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02
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20
Views：4
Financial attention► China Housing Market: At present, only 30 of the 450 small cities have an average price of more than 10000 yuan, accounting for only 6.7%, and 93.3% of the small cities have a price of less than 10000 yuan. From the perspective of regional distribution, small cities with house prices of more than 10000 are mainly distributed in Zhejiang, Jiangsu, Fujian, Hainan and other places, among which Wanning City in Hainan ranks first.► Huaxing Capital: The company has been trying to contact and confirm the situation of Mr. Bao Fan. The Board of Directors has learned that Mr. Bao is...
Date:
2023
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02
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27
Views：2
Financial attention► 2023 government work report: current development faces many difficulties and challenges. The uncertainty of the external environment is increasing, global inflation is still at a high level, the growth momentum of the world economy and trade is weakening, and external repression is rising. The foundation for stabilizing and improving domestic economic growth needs to be consolidated. The lack of demand is still a prominent contradiction. The expectations of private investment and private enterprises are unstable. There are many difficulties for small, medium-sized and micr...
Date:
2023
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03
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06
Views：2
Financial attention► GF Securities: Chinese shares have experienced the first stage of 'risk premium downward' valuation since November last year, and the valuation has been adjusted to close to the historical average level. Both A shares and Hong Kong shares need to wait for the 'confirmation of the data of ebb and flow'. The economic growth target of the two sessions has lowered the expectation of 'strong reality'. However, the low expected CPI and the unexpected social finance data make the market still tangled, A clearer clue to China's policies and profits need...
Date:
2023
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03
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13
Views：4