1. Ministry of Industry and Information Technology: In 2024, it is necessary to steadily promote carbon emission reduction in the industrial field and strictly control the new production capacity of steel, cement, and flat glass.
Steel, cement, and flat glass are currently overcapacity industries in China, and they are also major energy consumers. Their electricity consumption, natural gas consumption, and coal consumption are all key targets for carbon emission monitoring.
Strict control of new production capacity in the three major industries is a major measure to promote carbon emission reduction. This policy will benefit industrial chain enterprises related to the three major industries. Now, the corresponding companies in the A** field may usher in the bottom**.
2. Ministry of Natural Resources: Further promote the pilot project of rural collective management construction land into the market.
Nowadays, the construction land of large and medium-sized cities across the country is decreasing day by day. Many first-tier cities have turned to affordable housing construction. They tinkered with the original property and did not carry out large-scale construction. This is mainly due to the fact that there is very little land suitable for construction. Large-scale construction is difficult to complete.
Rural collective commercial construction land has been included in the trading schedule, which means that these lands will be redeveloped. Is real estate facing a new round of competition?At the same time, if these lands are included in the trading market, it will be beneficial for those who buy small property rights to be able to confirm whether the property rights of the original small property rights can be confirmed.
3. A record high!In 2023, 43 A-shares were forced to delist, hitting another record high.
But on the other hand, as of Wednesday, the number of new IPOs in 2023 has reached more than 300, an average of about 25 per month. Compared with the 43 A-shares that have been delisted, the gap is large and there is no real momentum. Balance. If you invest as much as you invest, it is a big positive for A-shares in terms of market capitalization. ** To 4000 points is not a dream.
4. "* Times" issued an article: India's delisting repurchase system may be a reference!Domestic short-selling accelerates to catch up with the bottom!
One of the highlights of the delisting regime for listed companies in India is the investor-friendly clause, the buyback regime. If the buyback system is triggered, the controlling shareholder and actual controller of the listed company will unconditionally acquire the company at fair value to protect the interests of investors. However, in China, those companies that meet the conditions for delisting are often insolvent and have no repayable assets under the premise of mandatory delisting. Even delisting is an awkward situation. Therefore, a complete delisting system has been developed. Before the company goes bankrupt and becomes insolvent, the company will be delisted if the clause is touched to prevent the transfer of its assets.
In general, whether it is the United States, Germany, Pakistan or India, good practices, as long as they are suitable for China's national conditions, can be used first and then broken. This is also in line with the spirit of management.
Yesterday, the three major stock indexes collectively hit new lows. The Shanghai Composite Index touched as low as 2,882 points, followed **. The strength is too weak, and it is far from the desperate counterattack that everyone expected. But no matter what, it's always a good thing, but it's the sustainability that counts. In the short term, everyone can feel better and don't be too pessimistic. But in my opinion, I can only say that 2882 points are in the bottom zone, and I really dare not say that it is the bottom.
Why do I say that?First of all, the photovoltaic cell sector topped the list of gainers yesterday. Mao Index and Ning Group have performed well and made a great contribution to the index. However, these institutions hold together the best varieties, and every time they rise, they will be shipped, and institutions must constantly deal with investor redemptions. These varieties are on a downward trend. Nothing can be changed in the short term, but it is basically impossible to continue, because the funds themselves are tight at the end of the year. Institutions are now very passive, more pulling and exiting.