Ministry of Agriculture and Rural Affairs: Strengthening Key Technologies for Improving Seed Industry Quality
On the 22nd, the State Council held a press conference on comprehensively promoting rural revitalization and accelerating agricultural and rural modernization. Minister of Agriculture and Rural Affairs Tang said that this year's No.1 Document of the Central Committee consists of five parts and 26 articles. The main content can be summarized as "two must not, two must make a good start, and one must be comprehensively strengthened". Tang said that we can tell you very responsibly that China's food security is completely guaranteed, and we have the ability to guarantee our employment. The Ministry of Agriculture and Rural Affairs will focus on improving the quality of seed industry and strengthening key technologies.
Source: CBN
The supervision plans to implement penetrating monitoring of special debt projects, involving four major contents.
Recently, the regulatory authorities issued a notice requesting that special debt projects be monitored through the improvement of information technology, mainly monitoring project preparation, project construction, project operation and project special income.
Source: 2 1 Century Business Herald
In 20021year, the number of domestic tourists is expected to reach 4 1 100 million, and inbound and outbound tourism is expected to start in the second half of the year.
On the afternoon of February 22nd, 2002/kloc-0, china tourism academy released the research report "Operation Analysis of Tourism Economy in 2020 and Development Forecast of 2002/kloc-0". Ma Yiliang, director of the Statistical Institute of the Data Center of the Ministry of Culture and Tourism, pointed out that in 20021year, the tourism economy will return to work in an all-round way and the consumption and investment will rebound in an all-round way. The new demand for mass tourism and the new format of smart tourism will promote industrial iteration and service upgrading, and the development expectation for the whole year is relatively optimistic.
Despite the huge impact on tourism in 2020, "it is reasonable to maintain a relatively optimistic expectation for the operation of tourism economy in 20021year and have full confidence in promoting the high-quality development of tourism." Ma Yiliang predicts that in 20021year, the number of domestic tourists will be 4 1 100 million, and the domestic tourism revenue will be 3.3 trillion yuan, up by 42% and 48% respectively over the previous year. In the case that the vaccine popularization in COVID-19 is relatively smooth and the vaccine effectiveness is optimistic, the inbound and outbound tourism market is expected to start in an orderly manner in the second half of the year.
Source: 2 1 Century Business Herald
National Information Center: In the next five years, the average annual growth rate of China's enjoyment economy will remain above 10%.
The National Information Center officially released China Economic Development Report (202 1). According to the report, from the perspective of development trend, in the case that the economic growth rate of * * * will obviously drop due to the epidemic in 2020, considering the possible strong macroeconomic recovery, it is expected that the growth rate of 202 1 year will be higher than that of Big bounce, and it is expected to reach10%-15%; In the next five years, the average annual growth rate of China's economy will remain above 10%.
Source: Interface News
1 100 million tons of oil and gas have been discovered in Bohai Sea, China.
China Offshore Oil Corporation announced today (February 22nd) that an oil layer with a thickness of about 346m has been discovered in Bozhong 13-2-2 well in Bohai Oilfield. After testing, the average daily output of this well is about 300 tons of crude oil and 6,543.8+0.5 million cubic meters of natural gas. The reservoir has the characteristics of light weight and high quality. This is the discovery of another 100 million tons of large oil and gas in Bohai after Bozhong 19-6 won the 100 billion cubic meters gas field.
Source: CCTV (news broadcast)
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Pay attention to market hotspots
Market comment: Group stocks fell collectively, and cyclical stocks continued to be active.
On Monday, the market indexes of the two cities fluctuated and adjusted, and the total market turnover was significantly enlarged compared with the previous trading day. Specifically, at the close, the Shanghai Composite Index fell 1.45% to 3,642.44 points, the Shenzhen Component Index fell 3.07% to 15337.0 points, and the Growth Enterprise Market fell 4.47% to 3 138.67 points.
On the disk, cyclical stocks such as steel, nonferrous metals, coal and oil were active, with the highest gains, while liquor stocks and first-line blue-chip stocks performed poorly. There was a style switch in the market, the first-line blue-chip stocks continued to weaken in the early stage, and the performance of small-cap stocks was relatively strong. Judging from the trend, the GEM index has a double-top shape, and the performance of the Shanghai Composite Index in the market outlook will be stronger than that of the GEM. Recently, institutions have shown signs of changing positions and shares, and intraday fluctuations are more intense. It is expected that the market will continue the pattern of shock and differentiation.
In operation, the position is recommended to be maintained at around 70%; On the opportunity, pay attention to cyclical stocks such as banking stocks, nonferrous metals and chemicals, as well as stocks with good performance.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: the State Council: Increase the utilization ratio of renewable energy and vigorously promote the development of wind power and photovoltaic power generation.
The State Council issued guidance on accelerating the establishment and improvement of a green and low-carbon circular development economic system. The opinion proposes to improve the utilization rate of renewable energy, vigorously promote the development of wind power and photovoltaic power generation, and develop hydropower, geothermal energy, ocean energy, hydrogen energy, biomass energy and photothermal power generation according to local conditions. Accelerate the research and development and popularization of large-capacity energy storage technology, and improve the gathering and transmission capacity of power grid. Increase the supply of clean energy in rural areas and promote the development of rural biomass energy. Promote the clean and efficient development, transformation and utilization of coal, and continue to increase the proportion of coal-fired power units with large capacity, high parameters and low pollution in coal-fired power installations.
Source: Interface News
Comments: The Guiding Opinions on Accelerating the Establishment and Improvement of a Green and Low-carbon Circular Economy System issued by the State Council proposes to improve the utilization rate of renewable energy and vigorously promote the development of wind power and photovoltaic power generation. This has brought some favorable policies to the stocks of related industries, but the stocks of photovoltaic, wind power and other sectors have accumulated for a long time and accumulated rich profit-making discs. Even if the relevant policies are favorable at this time, it is not an opportunity to intervene, and it is not recommended to chase up.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Chemical sector: prices of chemical products continue to rise.
This week, WTI oil price fell by 0.39% to $59.24/barrel. Ethylene glycol increased by 12.9%, acetic acid by 5.9%, pvc by calcium carbide method by 5.7%, ethylene method by 3.6% and viscose by 5. 1%. Soda decreased by 3.4% and DMF decreased by 65,438 0.2%. The top five sub-sectors that rose this week were octanol (33.7%), n-butanol (3 1.9%), DOP(3 1.0%), PBT(25.0%) and acetic anhydride (265,438+).
The basic chemical sector rose by 2.04% compared with last week, and the Shanghai and Shenzhen 300 Index fell by 0.5% compared with last week. The basic chemical sector outperformed the broader market by 2.54 percentage points, ranking 14. According to Shen Wan's classification, the sub-sectors of basic chemical industry have increased greatly: synthetic leather 17.34%, viscose 12.09%, chlor-alkali 12.04%, soda ash 9.93% and carbon black 8.35%.
Source: TF Securities research report.
Comments: The impact of the epidemic is gradually eliminated, the economic recovery is expected, and the prices of chemical products generally rise, optimistic about the traditional peak season. It is suggested to pay attention to the leading companies in various sub-sectors of chemical industry, such as PVC, spandex and acetic acid.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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