After the A-share closed, there were 3 big news in the securities market, one of which may be very critical! Check it out! 1. Landing of service trade planning and promoting e-commerce to go global! Trade in services

After the A-share closed, there were 3 big news in the securities market, one of which may be very critical! Check it out!

1. Landing of service trade planning and promoting e-commerce to go global!

Trade in services generally refers to the trade behavior of domestic entities to provide services overseas, including commercial, communications, engineering, sales, education, environment, finance, health and social services, including e-commerce platform services. Just after the market, the above requirements should solidly promote the five-year plan for the development of trade in services, promote the high-quality development of digital, technological and foreign cultural trade, build a digital trade demonstration zone, and upgrade the export capacity of characteristic services.

Entering the era of digital economy, electronic communications and e-commerce are the cornerstones for the effective growth of trade in services. According to the time machine theory, the product structure and business models popular in advanced economies will gradually seize the markets of developing economies in about a decade. At present, our e-commerce platform has been very developed, and cross-border e-commerce has become a trend. Investment, consumption and exports are the troika driving economic development. In the era of digital economy, the model of the export industry is also extending in the direction of e-commerce platform. For example, the online store operation that we are already very familiar with may be just emerging in Southeast Asia, and for these areas to be explored, it is a blue ocean. At the same time, this model also relies on electronic communication technology with 5G network as the carrier, which is a rare development opportunity for the concept of A-share digital economy sector.

2, another look at this year's battery industry, new highlights or will be shown!

At present, the development of the new energy storage battery industry chain is relatively smooth. However, since the beginning of this year, the stock price has not performed well. Today, the retracement of Ning Wang has also weakened the CHINext as a whole, but this does not mean that the concept of energy storage has no hope. Because, the battery industry chain is facing differentiation.

Just after the hours, the relevant parties issued an implementation plan to promote the comprehensive utilization of industrial resources. In the plan, it is highlighted to promote the safety ladder application of waste power batteries in the fields of power backup, charging and replacing. Strengthen the life cycle traceability management of new energy vehicle power batteries, in layman's terms, that is, who produces the car, who produces the battery, who is responsible for the recycling and utilization of the battery. The purpose is to open up the channel of the real battery recycling industry chain. In such a process, it is necessary to build a number of battery recycling demonstration projects to achieve non-destructive testing of power batteries, automatic dismantling and metal re-extraction in waste batteries. I believe that such recycling projects are related to the cause of environmental protection and are also the direction of this year's green new infrastructure projects. Battery recycling and new infrastructure are deeply integrated, which may be another new track for the differentiation of the A-share battery concept, which can be observed more.

3. The double red of equity and debt, the issuance of infrastructure special bonds has been completed by more than 30%!

At the beginning of the new year, the new infrastructure continued to exert its strength, stabilizing the Shanghai index market, which can be called the mainstay of the stock market; in the bond market, liquidity also continued to flow to the new infrastructure. At present, 511.4 billion yuan of special infrastructure bonds have been issued during the year, completing 35% of the total amount of new debt approved in advance, higher than the same period last year.

Last night, I talked to you about the role of urban environmental protection infrastructure construction in boosting the local economy. This includes the construction of new facilities such as sewage treatment and waste recycling, which require strong financial support. Since 2019, interest rates have fallen, the financing of equity and debt of environmental infrastructure companies has improved, and some new projects have dared to bid for construction, and this situation will be further boosted this year. The main buyers of special infrastructure bonds are mainly large financial institutions in the market, mainly banks, securities companies, insurance and fund companies. For the two major securities markets of stocks and bonds, the overall upward trend of the new infrastructure sector can not only boost the market value of the major industrial chain topics on the new infrastructure sector, but also increase the overall valuation of the financial sector, and ultimately stabilize the market. The higher sales volume of infrastructure special bonds also shows that the liquidity in the market is constantly abundant, which is positive for the steady upward movement of the broader market.

#Stock# #A Shares #Finance # #我要上微头条 #