1.The focus of economic stimulus seems to be expanding and sinking from FMCG of new energy vehicles and electronic products to traditional consumer goods and durable consumer goods.
* Economic Work Conference: Stabilize and expand traditional consumption, and boost bulk consumption such as new energy vehicles and electronic products.
* Finance Committee Meeting: Encourage the trade-in of traditional consumer goods such as automobiles and home appliances, and promote the trade-in of durable consumer goods.
Linking these two points suggests that the state may have made some adjustments to the economic stimulus package, adding a consumption drive to the investment driver, from giving money to enterprises to subsidizing the money to the general public, so that the people can choose consumer goods themselves.
In addition, the main line of this wave is to trade in the old for the new, the importance of new energy vehicles and electronic products is relatively declining, and the focus is on the industrial side.
2.**In the fourth meeting of the Financial Committee, it was emphasized that the direction of home appliances and automobiles should be encouraged to be trade-in, and consumer goods such as home appliances and automobiles should be traded-in, so the home appliance and automobile chains are also strong in the intraday. From the perspective of the market, the reason why the direction of the new information industry will break out in full force today may be an attempt to cut the high and low of active funds. AI concept stocks in the repeated speculation today internal differences have intensified significantly, some funds choose to take profits at a high level and then return to the inflow, new industrialization, robots and other levels are still relatively low direction. On the other hand, it is worth noting that due to the fact that the GEM stock Weihaide has successfully activated the money-making effect of 20cm** out of the 7th board, coupled with the improvement of the market's risk appetite, it can be clearly felt that 20cm** is gradually becoming the object of market chasing.
3.Before the end of two months in 2024, there will be 2 projects that have "terminated registration" for refinancing, and the number has exceeded that of last year.
Specifically, GCL-ET plans to raise 255.1 billion yuan. The company disclosed the plan as early as 2022, which was accepted by the China Securities Regulatory Commission in the same year, and then transferred to the Shenzhen Stock Exchange in March with the implementation of the full registration system, and was approved by the Listing Committee of the Shenzhen Stock Exchange four months later. The following month, the company submitted for registration. However, in less than half a year, GCL-ET and its sponsor, CICC, applied for withdrawal of materials.
According to the company's statement in December 2023, the "cancellation" of the convertible bond is based on the company's own business development direction and strategic planning considerations, and after careful study of the current market environment of China's capital market and other factors. The reporter noted that the specific reason for termination may be related to the rationality of the fundraising project and the progress of the use of the previous fundraising.
4.According to the China Securities Daily, Zhao Yingmin, Vice Minister of the Ministry of Ecology and Environment, said at the regular policy briefing that the national carbon emission trading market will officially open in July 2021 with the power generation industry as a breakthrough, and has successfully completed two compliance cycles, and the market performance is stable and improving. According to reports, first, compared with the first performance cycle, the second performance cycle has been significantly improved. By the end of last year, the cumulative trading volume of the national carbon emission trading market reached 4400 million tons, with a turnover of about 24.9 billion yuan. The second compliance cycle saw a 19% increase in volume and an 89% increase in turnover over the first one. Second, the overall carbon price is stable. From 48 yuan per ton at the time of start-up to about 80 yuan per ton, about 66%. The enthusiasm of enterprises participating in transactions in the second compliance cycle has increased significantly, accounting for 82% of the total number of enterprises participating in the transaction, which is nearly 50% higher than that of the first compliance cycle.