The State Council issued a notice on the third national soil survey.
Recently, the State Council issued the "Notice on Carrying out the Third National Soil Survey", and decided to carry out the third national soil survey from 2022, so as to fully understand the soil quality of agricultural land in four years. The "Notice" clarifies that the census targets are cultivated land, garden land, woodland, grassland and other agricultural land and some unused land.
Source: Xinhua News Agency
The Ministry of Agriculture and Rural Affairs talks about reducing soybean meal instead of feed: reducing dependence on imported soybeans and consolidating the foundation of aquaculture development
The person in charge of the relevant departments of the Ministry of Agriculture and Rural Affairs talks about reducing soybean meal instead of feed: Experts estimate that if the policies are effective and measures are in place, the aquaculture industry can also reduce soybean meal by more than 23 million tons, which is equivalent to reducing soybean demand by nearly 30 million tons, equivalent to soybean production of 230 million mu of cultivated land. First, promote the low-protein diet technology, and still reduce the space150,000 tons. The second is to tap and utilize the existing resources, and there is still 7 million tons of substitution potential. Thirdly, increasing the supply of high-quality forage can also reduce the demand of 6.5438+0.00000 tons of soybean meal.
Source: Xinhua News Agency
A good start, the policy of attracting foreign investment is expected to increase.
Absorbing foreign capital to achieve a "good start". According to the data released by the Ministry of Commerce on June 5438+05, the actually used foreign capital in China was102.28 billion yuan in June, up by 0.6% year-on-year.
Experts believe that the current global COVID-19 epidemic is still recurring, the international industrial chain supply chain is deeply reconstructed, the situation of transnational investment is still grim, and the absorption of foreign capital is also facing great challenges. The policy of stabilizing foreign investment is expected to increase, some new measures will be introduced one after another, and the absorption of foreign investment in the first quarter is expected to maintain a good momentum.
Source: china securities journal.
5438+ 10 month, the auto market won a "good start": the new energy sales of eight auto companies doubled, and some joint venture brands showed signs of recovery.
In the first month of 20021,a number of mainstream listed car companies ushered in a "good start" in sales. Among the 15 car companies counted by the reporter, 10 car companies achieved year-on-year growth in June, accounting for two-thirds. At the same time, the new energy vehicle market is still booming, with eight car companies including Geely Automobile, Xpeng Motors and Li achieving three-digit year-on-year growth.
Source: Cailian Association
The short-board project of national fitness facilities has an investment of 2 1 100 million yuan in the central budget.
On February 16, the reporter learned from the National Development and Reform Commission that this year, China has allocated 2 1 100 million yuan from the central budget to support the construction of 85 short-board projects of national fitness facilities such as sports parks, national fitness centers and social football venues, and to build a higher-level national fitness public service system.
Source: CCTV (news broadcast)
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market Comments: The market contracted and rose, while infrastructure stocks led the gains.
On Wednesday, the market indexes of the two cities fluctuated and rebounded, and the total market turnover decreased compared with the previous trading day. Specifically, the Shanghai Composite Index rose 0.57% to close at 3,465.83 points. The Shenzhen Component Index rose 0.23% to close at 13376.36; Growth enterprise market rose 0.07% to close at 28 18.40.
On the face of it, infrastructure concept stocks, industrial machine tool concept stocks and Hangzhou local stocks were active, with the highest gains, while military stocks were weak. From the trend point of view, the Shanghai Composite Index continues to rebound, but before the volume is effectively enlarged, it is expected that the short-term will still be dominated by shock bottoming.
In operation, the current market trading volume is insufficient, the theme stocks and track stocks are on the seesaw, and the stocks in the track direction are gradually stabilizing and rebounding. However, in the first half of the year, it is very likely that the theme style of small-cap stocks will be stronger, and the stocks in the track direction will pay attention to the rhythm of the band. In the short term, hotspots around infrastructure, digital economy and triplets are still active. In the medium term, it is suggested to pay attention to high-quality leading enterprises such as military industry, chips, new energy upstream, infrastructure, banks, and good stocks in the interim report.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: the year-on-year increase of household consumption and industrial product prices dropped by 5438+ 10 in June.
According to the February 16 data released by the National Bureau of Statistics, the consumer price in June 1 was generally stable, and the consumer price index CPI rose by 0.9% year-on-year, and the growth rate dropped by 0.6 percentage points from last month. From the ring comparison, affected by holiday factors, the prices of fresh fruits, aquatic products and fresh vegetables rose significantly; Among non-food products, the prices of gasoline, diesel and liquefied petroleum gas have risen due to the rising international energy prices.
As for the price of industrial products, in view of the increasing pressure of commodity prices, the relevant state departments have taken a series of measures such as two-way regulation of supply and demand, strengthening market supervision, and doing a good job in expected management. At present, in 2022, the medium-and long-term contract signing rate of coal for power generation and heating has reached 100%, and the prices of coal, steel and other industries have fallen, which has also led to the overall decline of industrial products. In June, 5438+ 10, the ex-factory price index of industrial producers increased by 9. 1% year-on-year, and the increase rate dropped by 1.2 percentage points compared with the previous month.
Source: CCTV (news broadcast)
Comments: The decline in CPI increase is mainly caused by the continued weakness of pork prices. Considering the factors such as breeding cost and the start of domestic pig storage and storage, there is limited room for further decline in pork prices, and the drag of pork prices on price inflation will be significantly weakened. This will be conducive to the introduction of the later easing policy.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Construction machinery industry: Infrastructure is an important starting point for steady growth, boosting the demand for construction machinery.
In February 10, the central bank announced that the financial data in June 1 greatly exceeded expectations. In June 1 RMB loans increased by 3.98 trillion yuan, and the scale of social financing in June 1 7 trillion yuan increased by 60.17 trillion yuan, both hitting record highs, reflecting that monetary and fiscal policies are supporting steady growth. Infrastructure is an important starting point for steady growth at present. According to the published data, among them, the new credit of the enterprise sector was 336 million yuan, an increase of 810 billion yuan year-on-year, and the net financing of national debt was 602.6 billion yuan, an increase of 358.9 billion yuan year-on-year, indicating that the demand for infrastructure is very strong. It can also be seen from the sales data of excavators in June 5,438+10 that the total sales in June 5,438+10.56 million units, which is higher than that in June 65,438+February last year.
Source: Pacific Securities Research Report.
Comments: Judging from the current situation, the policy is constantly overweight and the infrastructure boom is constantly improving. It is expected that more physical workload will be formed in the first quarter, and the sales of infrastructure and construction machinery in the peak season from March to April will exceed expectations.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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