Financial attention► Industrial Securities: The current pessimistic expectations at home and abroad have been reflected in the market valuation and positions. When the overseas risk factors are gradually eased and the main line of the domestic market is clearer under the guidance of the 'Twentieth National Congress', the market is expected to welcome a wave of 'love in late autumn' repair market. Focus on the 'new half army' and medicine related to advanced manufacturing industry, as well as the 'information innovation' and 'new infrastructure' that can ...
Date:
2022
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10
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24
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Detailed explanation of China's education policyEducation policy: preschool education, compulsory education and related trainingAs China has successively introduced restrictive policies for preschool education, compulsory education and related training, the market has panic selling education stocks. However, the long-term policy for higher education is good, and the long-term market should gradually return to rationality.In 2021, restrictive policies will be introduced successively▪ The Regulations on the Implementation of the Promotion Law of Private Education, revised in April 2021, stip...
Date:
2022
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10
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24
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Financial attentionMacroeconomy1. Bureau of Statistics: In the first three quarters, China's cultural industry overcame multiple unexpected factors, such as the multiple outbreaks of epidemics, and generally showed a recovery trend. In the first three quarters, the operating revenue of cultural and related industrial enterprises above designated size nationwide reached 8645.9 billion yuan, up 1.4% year on year, 1.1 percentage points faster than that in the first half of the year. On a quarterly basis, the operating income of cultural enterprises increased by 3.7% in the third quarter from ...
Date:
2022
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10
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31
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Scale and prospect of higher education industry Since the new century, the audience scope and scale of higher education in the world have been expanding, the popularization process has been accelerated, and the relationship between higher education and economic and social development has been strengthened. At the same time, however, the gap in the development of higher education between regions and countries (regions) is also widening, and a fair and inclusive global higher education system has not yet formed. Although popularization is the inevitable trend of the develo...
Date:
2022
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10
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31
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Financial attention► CCTV News: At present, Zhengzhou has divided the control area into three categories: high risk area and risk unit, medium risk area and risk community, and temporary control area against overflow. It further pinpoints the risk area to communities, communities, and buildings. It is clear that the newly infected people are less than 2 and are in the same cell. Only the cell is sealed and controlled. The entire community is not sealed and controlled because of the ignition point of individual epidemics. It is possible to control a small number of people Let go of the majority...
Date:
2022
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11
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07
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1. Improve the liquidity of enterprise funds and improve the financial situation. For leasing enterprises, financial leasing has some unique characteristics compared with other financing methods;2. Optimizing the asset structure to reduce the risk of financial assets, on the one hand, because the use of finance lease funds is clear, it reduces the information asymmetry of the lessor, thereby reducing the risk. On the other hand, compared with general enterprises, financial leasing companies have larger scale, better credit level and more perfect risk management system. Banks are more willing t...
Date:
2022
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11
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07
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Financial attention► CCTV Finance: Following the announcement of large-scale layoffs by American technology giants, the layoff tide has also spread to large financial institutions. Barclays Bank has cut about 200 positions in the banking and trading sectors. Citigroup recently fired about 50 trading personnel and cut dozens of positions in the banking sector. Credit Suisse is embarking on the largest staff reduction. It will cut 2700 jobs in the fourth quarter, and plans to cut a total of 9000 jobs by 2025. According to the industry, this is just the beginning, and more people in the financial...
Date:
2022
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11
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14
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Financial attention► Statistics Bureau: From January to October, the total profit of industrial enterprises above designated size nationwide reached 6976.82 billion yuan, down 3.0% year on year. The operating revenue was 111.78 trillion yuan, up 7.6% year on year; At the end of October, the assets totaled 154.15 trillion yuan, up 9.0% year on year; The asset liability ratio was 56.8%, up 0.2 percentage points year on year.► CITIC Securities: In December, it is expected that a new steady state of normalized prevention and control will gradually be formed in the optimization process of the '...
Date:
2022
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11
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28
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In the post epidemic era, the development opportunities of the education and training industry in the post epidemic era, there are at least three obvious trends:1. Users have developed various online habits, including online learning.2. The demand and urgency of people for knowledge have greatly increased. Affected by the economic downturn, whether it is to improve their competitiveness or expand more income channels, they need to learn to 'recharge' themselves.3. Family education, emotional counseling, TCM health and other industries have attracted much attention. Affected by the epid...
Date:
2022
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11
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28
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Financial attention► Shanghai released: optimize and adjust relevant measures for epidemic prevention and control. From 0:00 on December 5, taking rail transit, ground bus, ferry and other urban public transport tools, as well as outdoor public places such as parks and scenic spots in the city will not check the negative nucleic acid test certificate. However, consumers who enter catering services (including bars), shopping centers (including department stores), supermarkets, vegetable markets, beauty salons, foot baths and other commercial places must have a negative nucleic acid test certifi...
Date:
2022
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12
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05
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Financial attention► Zhong Nanshan: In China, a large number of people have been vaccinated with COVID-19 vaccine. Strengthening immunization is the best protection method in the new stage of epidemic prevention. It is unlikely that the Spring Festival in 2023 will still adopt the method of celebrating the New Year on the spot, but it is still necessary to strengthen preparations. It is suggested that people who are going home should strengthen vaccination, and even if they get COVID-19, it will not be very heavy.► Beacon Professional Edition: As of 20:30 on December 11, Avatar 2 had a total b...
Date:
2022
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12
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12
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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
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