The Chinese word is difficult to support alone, and the four major news impacts in the early hours of this morning (131）
1. Judging from the weekend news, although the actual increase is limited, the market is still full of expectations for today. In terms of news, on January 28, according to the latest news on the official website of the China Securities Regulatory Commission, the latest policies for securities lending business include: first, the full suspension of restrictive lending; Second, the market-oriented ** refinancing notification form has been adjusted from real-time availability to next-day availability, and the efficiency of securities lending and borrowing is limited.
In terms of policy, we see that the supervision has blocked the work of some institutional shareholders or major shareholders to convert restrictive ** into cash, which not only maintains the fairness of the capital market, but also plugs the loopholes of ** new shares, which is absolutely good for the capital market. It boosted market sentiment and confidence. But in essence, the scale of China's securities lending is still relatively small, and the total amount of strategic investors borrowing ** is also limited, in fact, the impact of short selling on the market is not so great, and it is only exaggerated by the market.
2. The China Securities Regulatory Commission suspends restrictive lending.
The market performance is more extreme, there are not many bright spots, but the news is remarkable.
After emphasizing "investor-oriented", on January 28, the China Securities Regulatory Commission (CSRC) issued another new measure - strengthening the supervision of restricted stock lending, further optimizing the securities lending mechanism, and completely suspending the lending of restricted shares; Market-based** agreement statements have been adjusted from real-time availability to next-day availability, limiting the effectiveness of securities borrowing and lending.
Third, on Monday and Tuesday, Chinese subtitles almost single-handedly supported the market. The expected relay rotation sector never appeared.
In addition to banks, the performance of large financial institutions is acceptable, and the ** sector has seen a greater recovery. Currently, the market is in dire need of relays. Hot topics appear on time. From the perspective of trading volume, the turnover of the two cities was 805.2 billion, a decrease of 23.5 billion from the previous trading day. From the perspective of the transaction process, it is a process from the increase in trading volume to the decrease in trading volume, which not only reflects the process of the market bulls from persistence to the first, but also reflects the process of the market bulls from persistence to the first. The current market situation is like a "frightened bird". Once there is an impasse, the hesitant bulls will go back and decisively go short.
Judging from the comparison of long and short forces, the active selling volume in the day is nearly 69 billion more than the active ** volume. Moreover, as of **, the Shanghai Composite Index is as high as -4811%, indicating that market confidence has been clearly hit hard. pessimism almost peaked for the day. The recovery in market confidence does not seem to be able to reverse one-day gains. It takes time to build up slowly.
4. In recent years, the State-owned Assets Supervision and Administration Commission (SASAC) has built a "one benefit and five feet" index system to guide central enterprises to add targeted evaluation indicators, and the evaluation index system for high-quality development has been continuously improved and improved.
This year, the SASAC will establish a "double plus" evaluation mechanism - set different levels of performance index evaluation objectives, give extra points to enterprises that exceed the national economic growth rate, and give extra points to enterprises that exceed the national economic growth rate. At the same time, special awards will be set up for enterprises that have made outstanding contributions to improving quality and efficiency, giving enterprises extra points, and guiding enterprises to actively set challenging goals.