Mid-Autumn is over halfway through the stock market, the external market is lively, and the news in the Chinese market is also in full swing. I would like to remind investors who are still celebrating the festival to pay attention to important information in time so that they can do a big move after the festival.
First of all, let’s take a look at social financing data, which can reflect the current social situation more intuitively and is also an important reference indicator for economic development. According to preliminary statistics, the increase in social financing scale in August 2022 was 2.43 trillion yuan, 557.1 billion yuan less than the same period last year. Among them, RMB loans issued to the real economy increased by 1.33 trillion yuan, an increase of 63.1 billion yuan year-on-year; foreign currency loans issued to the real economy decreased by 82.6 billion yuan, an increase of 117.3 billion yuan year-on-year; entrusted loans increased by 175.5 billion yuan, More than 157.8 billion yuan was increased by 157.8 billion yuan year-on-year; more than 47.2 billion yuan was reduced by 89 billion yuan year-on-year; less than discounted , bank acceptance bills , which had not been discounted , increased by 348.5 billion yuan, an increase of 335.8 billion yuan year-on-year; net financing of corporate bonds was 114.8 billion yuan , 350.1 billion yuan less than the previous year; net financing of government bonds was 304.5 billion yuan, 669.3 billion yuan less than the previous year; domestic stock financing of non-financial enterprises was 125.1 billion yuan, 22.7 billion yuan less than the previous year. From January to August, the cumulative increase in social financing scale was 24.17 trillion yuan, 2.31 trillion yuan more than the same period last year.
Overall, although it has been decreasing compared with the same period, it has also increased by 2.43 trillion yuan. This means that the scale of social financing is increasing, the momentum of economic recovery is relatively obvious, and the impact of the epidemic on my country is gradually decreasing. Judging from the data from the first eight months, there are more than the same period last year, which reflects the fact that social fundamentals are better. China's economic development is moving forward steadily, which is also one of the important conditions for the stabilization of the capital market.
Secondly, on September 10, the China Securities Regulatory Commission issued a notice on the progress of the rectification of the eighth round of inspections of the 19th Central Committee. The China Securities Regulatory Commission stated that it will further strengthen its political responsibility for reform and strive to improve its ability and level of governance in the capital market. Solidly promote the reform of the stock issuance registration system, and coordinate the reform of the basic system and the construction of the China Securities Regulatory Commission itself. Formulate and implement a new round of three-year action plan for improving the quality of listed companies, continue to resolve risks of existing companies, strictly implement the delisting system , and promote the survival of the fittest. Carry out special actions for supervision transformation in depth, optimize functional division of labor, and strengthen supervision coordination. Implement the " Six Stability " and "Six Guarantees", continue to maintain the normalization of IPO and refinancing in scientific and reasonable manner, strengthen the supply of policies in the stock market, bond market and futures market, study and formulate more incremental policy measures, and further improve the system of multi-level markets Inclusiveness and service coverage to better serve the overall situation of high-quality development .
From the perspective of statement, scientific and reasonable maintenance of IPO has become the main content. We cannot issue a large number of new shares like before, but instead allow enterprises to enter the capital market with quality and quantity. During this period, the regulators will implement the responsibilities of all parties, strive to improve the quality and entry threshold of listed companies, and survive the fittest, which has never been before. To put it bluntly, this is the preparations for the comprehensive registration system . China's capital market will surely be prosperous and the waters will rise.
In fact, from the recent market trend, it can be seen that when the volume is reduced to the ground volume and the difference between the front and back is not large, the bottom position is slowly rising. In the past, we often saw that A shares fell below 3,000 points before the land volume appeared. But now, before the land volume fell below 3,100 points, the land volume appeared.
Therefore, society is constantly developing and the stock market is constantly evolving. Don’t look at the new market with the old thinking and keeping pace with the times is the essential quality of a qualified investor.
Just last Friday, when the market experienced a long-lost panic, did you ever think that after the market this week, market has successfully completed the positive package of negative packages? At the intersection of holding shares and holding coins for holidays, when you choose to hold coins for holidays, have you ever thought that the main force will also distribute holiday red envelopes?
Now, a technical school known for its technical marking can draw K-lines vividly for you, and can also tell you the forks and waves in a very clear way.But last Friday, will they tell you that was an opportunity? Of course not. Only emotional people will do the opposite and tell you firmly to seize the opportunity to buy low and not follow the trend. Think about it now, I really thank you for those who advised me to buy more during the big drop.
On Friday night, the US stock market collectively rose, with technology stocks and chip stocks together, and the six technology giants rose a total of US$206.7 billion (about 1440 billion yuan)! Most of the popular Chinese stocks listed in rose, and Mogujie approved a $10 million stock repurchase plan, and the stock price rose by nearly 30%! Such a grand occasion completely broke the curse of a sharp drop in the holidays and greatly increased the enthusiasm of Chinese stock market to go long after the holiday. Just imagine, in the context of northbound funds buying Chinese stocks in large quantities, and in the premise that the main funds suddenly retaliate, wouldn’t A-shares soar?
Some people are worried that so many people are bullish, the stock market will fall. Stop talking, a large number of retail investors are celebrating the holiday with RMB, are they not seeing the situation clearly?
longs, it's time to launch a counterattack!
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