A-shares are in full swing this afternoon!
After two o'clock this afternoon, the A** field suddenly ushered in strong buying power. CCB turned from green to red, and its stock price was quickly pulled up, driving the four major strong. At this point in time, the big banks ushered in big buying power, and Huijin has increased its holdings in the four major banks many times before, so is it the national team this time?
It is worth mentioning that Tianyancha APP shows that recently, Suzhou state-owned capital investment was established, the legal representative is Li Fangling, with a registered capital of 50 billion yuan, and its business scope includes corporate headquarters management, equity investment, venture capital, financing consulting services, and investment activities with its own funds.
According to shareholder information, the company is wholly owned by the Suzhou Municipal People's State-owned Assets Supervision and Administration Commission. According to the Tianyancha APP, the company is an enterprise mainly engaged in capital market services.
A-shares suddenly soared in the afternoon.
After two o'clock this afternoon, the A** field suddenly ushered in a big buying power. China Construction Bank and other companies have risen in a straight line, injecting strong impetus into the index. As of **, the Shanghai Composite Index rose 054%, the Shenzhen Component Index rose 038%, the GEM index rose 007%。The turnover has been enlarged, and the net northbound funds are nearly 6 billion yuan. Optics and optoelectronics, food and beverage, and consumer electronics sectors were among the top gainers, while utilities and photovoltaic equipment sectors were among the top decliners.
So, what's going on?Judging from the current market situation, the emergence of such a large buying power does not rule out the possibility of state-owned capital entering the market.
On December 1, the national team made a shot. In the afternoon of the same day, the news suddenly came that Guoxin entered the ETF products of many public offering companies on the same day. It is reported that most of the ETF products purchased are tracking the index products of central enterprises. Subsequently, Fast.
Since October, the national team has made frequent moves. On October 11, ** Huijin made another move after 8 years, increasing its holdings in Bank of China, Agricultural Bank of China, Industrial and Commercial Bank of China, and China Construction Bank by more than 47.6 billion yuan, and said that it intends to continue to increase its holdings of the four major state-owned banks in the secondary market in its own name in the next 6 months.
On October 23, Huijin announced that it was an ETF on that day, and said that it would continue to increase its holdings in the future. According to wind data, on October 23, the share of 170 indexes** or enhanced index** increased, and the scale of 170 ETFs increased by 934.2 billion yuan, of which 13 increased by more than 100 million yuan.
It is worth mentioning that the recent rise in the treasury bond market may also stimulate the four major state-owned banks to a certain extent. According to data from Bloomberg, foreign investors increased their net holdings to the world's second-largest bond market by 251 billion yuan ($33 billion) last month, the second highest in history, according to China's foreign exchange regulator. The net increase was almost six times larger than in October, with a record 616 billion yuan of renminbi bonds flowing out of renminbi bonds last year.
Suzhou state-owned assets big move.
There is one more signal to watch today.
Tianyancha APP shows that recently, Suzhou state-owned capital investment was established, the legal representative is Li Fangling, with a registered capital of 50 billion yuan, and its business scope includes corporate headquarters management, equity investment, venture capital, financing consulting services, and investment activities with its own funds. According to shareholder information, the company is wholly owned by the Suzhou Municipal People's State-owned Assets Supervision and Administration Commission.
The Plenary Session of the Suzhou Municipal Party Committee and the Economic Work Conference of the Municipal Party Committee held yesterday (December 26) emphasized that scientific and technological innovation is the "main engine" of high-quality development. The meeting proposed that we should insist on seeking innovation around industrial upgrading, focusing on the transformation of achievements and innovation, accelerate the construction of the main bearing area of the industrial science and technology innovation center, and implement the "eight major projects" of scientific and technological innovation proposed by the municipal party committee. We will give more prominence to the main position of enterprise innovation, strengthen the cultivation of innovative enterprises, strengthen breakthroughs in industrial technology, support more leading enterprises to take the lead in forming innovation consortia, and focus on solving a number of "stuck neck" problems. Greater efforts will be made to gather innovative and entrepreneurial talents, iteratively upgrade talent policies, accelerate the cultivation of top-notch innovative talents, and comprehensively strengthen support for talent teams in the fields of basic research, industrialization of achievements, and major technological breakthroughs. Strengthen the supply of innovation sources at a higher level, coordinate the allocation of innovation resources, encourage the establishment of science and technology innovation alliances around industries, and continuously build and strengthen various science and technology innovation carriers. Better measures to improve the innovation ecology, build and make good use of the Yangtze River Delta Transformation Center for advanced technological achievements, make full use of all kinds of venture capital, and continuously improve the availability of innovation capital for enterprises.
The meeting also proposed to benchmark the World Bank's new round of business environment evaluation system, create a fair competition market order, focus on the whole cycle of enterprises and the whole chain of industries to optimize services, and continue to build a market-oriented, law-based, and international first-class business environment. Accelerate the optimization of the market-oriented allocation of factors, carry out reform measures such as comprehensive land consolidation pilots, data land acquisition, digital credit, and green finance, give full play to the role of public resources as a general portal for "one network transaction", and continuously improve the efficiency of resource utilization. We will continue to improve the efficiency of first-class services, comprehensively promote digital reform, upgrade platform functions such as "Policy Calculator" and "Sushangtong", promote more policies to enjoy without application and direct enjoyment, vigorously promote market access, project construction and other approvals to speed up and increase efficiency, and accelerate the establishment of city, county and township enterprise service centers and enterprise inspection service centers. We will fully implement the national and provincial policies to benefit enterprises, solidly promote the deepening and upgrading of the reform of state-owned enterprises, and promote the high-quality development of the private economy.
Editor-in-charge: Wang Lulu.
Proofreading: Peng Qihua.