2020年7月2日星期四

China Stock, 3000 is just the starting point



Stock market certainty, affirmation, and certainty are important choices for investment

 The stock market is an important choice, not banking.
 If you don't have an investment direction, the Chinese stock market is now an opportunity
 The bank wealth management product carries on the profound risk education to the investor, has not just exchanged, uses the net worth method, has more than 200 bank net worth wealth management products the latest net worth is below 1 Yuan initial net worth.
 Gone are the days when you put it in a bank and get 5% or more. Banking, like bond funds, can only be part of asset allocation.
 Since all financial products have risks, the stock market is not the only casino, financial allocation, the stock market naturally becomes an important choice.
 It's sort of driving money into the stock market.
 Half a year, the fund has been issued to a trillion! Equity funds occupy C place.
 As of June 30, the size of the new fund broke trillion yuan, reaching 1056.013 billion yuan, much higher than the same period in 2019, after 1057.149 billion yuan in the first half of 2015.
 In the last year, the fund has been booming. During the second half of 2019, the new fund issued more than 95.5 billion yuan, but the bond fund accounted for C, accounting for more than 60%. By the first half of this year, equity funds accounted for 59.62 percent of the total, and the issuance scale reached 586.9 billion yuan, of which active management equity funds issued 516.6 billion yuan, accounting for 52.53 percent.
 At 70%, equity funds in the first half of this year brought at least 500 billion increments to the market. One day sold out, next time please early, familiar scene, began.
The fund burst, the stock market burst.
 Not only private pursuit, but also overseas funds.
 The renminbi is being internationalized, and its assets are a must, considering that house prices are too high and bonds too low, the two-year relay is mainly the stock market.
 Smart foreign capital and honest pension funds can not fall into the stock market, is a bull market symbol.
 According to the Anxin Securities Chen Guo team research report, in the first half of 2020, northward capital within half a year cumulative net buyer A shares 118.2 billion yuan.
 Foreign capital will continue to flow into A stocks in the second half of this year. If U.S. stocks hit a new high or remain high, and the dollar weakens, capital inflows to A north this year could reach 3500-400 billion.
 A growing number of international financial institutions in the domestic layout ,100% equity, the two years is the initial period of RMB internationalization, China's financial internationalization, but also foreign capital into the A stock market.
 In recent years, foreign financial institutions have ushered in a good day, really relaxed. And the relaxation of foreign capital must mean the relaxation of large state-owned head enterprises, otherwise, how to equal competition?
 Finally, to talk about pensions, the layout has been for some time.
 According to the annual report, as of April 7, a total of 31 listed companies in the top 10 circulating stock shareholders appear pension accounts. In the primary market, the pension has been one of the main institutional investors in recent years to hit the new, this year's listing of 53 new shares, the pension has been signed 48, the year floating surplus has reached 1.133 billion yuan.
 Pensions are in the hundreds of billions.
 By the end of 2019,22 provinces (districts and cities) had signed the entrustment investment contract of the basic old-age insurance fund, and the total amount of entrustment reached 1093 billion yuan.

Basic Elements of Stock Market Rise Policy, Policy, or Policy

 Who says financial stocks won't rise?
 Loose, mixed business, the central bank cut interest rates, all the news is good for large financial institutions.
 The central bank issued a letter, starting on July 1, to reduce reloan, rediscount interest rates. Among them, the interest rate on agricultural reloan and small reloan was reduced by 0.25 percentage points, and the rediscount rate was reduced by 0.25 percentage points to 2%. In addition, the central bank also cut the financial stability reloan rate of 0.5 percentage points, the adjusted interest rate of 1.75%.
 Mother! Loose expectations remain unchanged, vowing to reduce financing costs to the end.
 The local government is busy allocating money, vulgar, called divide money.
 At the end of May this year's two sessions, the central finance decided to give all the additional 2 trillion yuan of funds to the local authorities and created a special transfer payment mechanism to allow the funds to reach the county level finance, and the provincial finance was not allowed to intercept them.
 On June 30, many local governments received direct funding.
 "We were busy all night yesterday," said a district finance official in the west ." It requires that the amount of money received to be allocated by 9 a.m. this morning (July 1) and that the Treasury monitor the allocation.
 Get money! Use it!
 On July 2, the big financial sector pulled up, the brokerage sector index rose more than 7%; insurance stocks rose, China National Insurance rose 8%. Bank plate strong rise, green agricultural business trading limit, Xi'an Bank, Zhangjiagang Bank, Changshu Bank are up more than 3%.
 Mixed business titles, banks can take securities license plate, bank people dug a large brokerage, brokerage heart pain.
 On June 27th cai xin reported that "authorities have learned that the SFC plans to issue securities licenses to commercial banks, or will select at least two of the major commercial banks to pilot the establishment of securities ".
 But the good days of the brokerage are coming. July 1, there are rumors in the market," securities companies directly linked to the stock of financial resources, mixed operation ."
 Banks and securities companies are very excited, investors more excited, directly snapped up big finance, almost to the limit.
 Whether the mixed business progress is fast or slow, it is certain that the internationalization of the RMB means that international financial institutions will continue to enter on a large scale, and the business scope of domestic financial institutions will certainly expand.
 From the point of view that RMB internationalization needs centering anchor and assets, I am optimistic about the gold and the stock market.
First financial report, June 30, many local governments received direct funding quota.
 "We were busy all night yesterday," said a district finance official in the west ." It requires that the amount of money received be allocated by 9 a.m. this morning (July 1) and that the Treasury monitor the allocation.
 Get money! Use it!
 On July 2, the big financial sector pulled up, the brokerage sector index rose more than 7%; insurance stocks rose, China National Insurance rose 8%. Bank plate strong rise, green agricultural business trading limit, Xi'an Bank, Zhangjiagang Bank, Changshu Bank are up more than 3%.
 Mixed business titles, banks can take securities license plate, bank people dug a large brokerage, brokerage heart pain.
 On June 27th cai xin reported that "authorities have learned that the SFC plans to issue securities licenses to commercial banks, or will select at least two of the major commercial banks to pilot the establishment of securities ".
 But the good days of the brokerage are coming. July 1, there are rumors in the market," securities companies directly linked to the stock of financial resources, mixed operation ."
 Banks and securities companies are very excited, investors more excited, directly snapped up big finance, almost to the limit.
 Whether the mixed business progress is fast or slow, it is certain that the internationalization of the RMB means that international financial institutions will continue to enter on a large scale, and the business scope of domestic financial institutions will certainly expand.
 From the point of view that RMB internationalization needs centering anchor and assets, I am optimistic about the gold and the stock market.
A fight in the A market has begun, and 3000 is just the starting point for the next decade. As CNmoulding said last year,2020, the first year of rebound.

The real crisis in China's manufacturing industry is coming

The Indonesian government has confirmed that seven companies plan to move production lines from China to Indonesia

Companies planning to relocate include industrial conglomerates in South Korea LG electronics and Japanese electronics maker Panasonic. Among them, LG Electronics plans to build Indonesia into the company's regional center to expand markets in Asia and Australia. Panasonic moved the plant to prepare Indonesia as a Panasonic home appliance export base.
 Other companies that have confirmed the move include japan's rubber maker phasor, u.s. light-duty makers Alpan、 japan's auto parts maker, and two companies from Taiwan, china —— sound equipment maker meron and tire maker jianda. According to the commission's data, the factories of seven companies are expected to bring $850 million in investment and jobs for 30,000 workers in Indonesia.
china plastic industry
 "I have ordered the prime minister and ministers to provide the best services for industries moving from China to Indonesia," Indonesian President Joko Widodo said on Tuesday during a visit to the Patang Industrial Park in central Java, according to a report in the Jakarta Post. If there are any difficulties in the approval process, I have ordered the head of the investment coordinating committee to follow through from beginning to end so that investors will feel taken care of ."
china industry
 Vidor also highlighted land issues in the country, promising to optimize the approval process for investors to purchase land.
 It is reported that due to the spread of the epidemic on the country's economy, the scale of foreign direct investment in Indonesia in the first quarter of this year fell from 9.2 percent to $6.8 billion.
 The government also said 17 other companies want to open factories in Indonesia, which could bring $37 billion in investment and provide jobs to 112,000 people. However, Indonesia has not published a list of these companies.

 CNMOULDING also to many international famous large companies supporting the production of plastic mold and injection molded products. A big company is surrounded by a lot of small companies, relying on big companies to survive. Once the big company moves, the small company ends up closing. So the form is really bad for us.

2020年6月30日星期二

Three Concepts of China's Economy

Today, the second half of 2020 began, the new crown pneumonia epidemic is still spreading around the world. 
How will exports, the stock market, the property market, employment, new infrastructure, poverty alleviation, fiscal policy, the RMB exchange rate, small and medium-sized enterprises, and other areas perform in the second half of this year?

 Exports are expected to remain flat or even grow last year

China's exports have rebounded as the country's return to work and production has been largely realized and the multi-country epidemic has stabilized. According to official data, China's exports fell 4.7 percent year-on-year in January-May this year, down 1.7 percent from January-April, and 6.7 percent from the first quarter.
 According to the Canton Fair, known as China's "barometer" and "weather vane ", most of the exhibitors have a common feeling: the most difficult time has passed, and exports for the whole year are expected to be flat or even increase from last year.

 Disturbance of A stocks in peripheral markets

Except for the Shanghai Composite Index, which fell 2.15% in the first half of this year, the other major indexes of A stocks all rose sharply. According to data from financial data service provider tonghuashun, as of 15:00 Beijing time, the deep index rose 14.97% in the first half of the year, the small and medium-sized index rose 20.85% in the same period, and the gem index rose 35.6%, far better than the performance of other major global stock indexes.
 In response to the trend in the second half of the year, the Great Wall Fund Chief Economist told Vida that China's economic recovery is better than market expectations, but also significantly better than the European and American countries.
 From a short-term perspective, the current and future period of liquidity easing pattern will not change, China's economic recovery trend is determined, the current valuation of A-shares in the historical low position. From the medium and long term, as long as China insists on reform and opening up, scientific and technological innovation and industrial upgrading, the prospects for A stocks are optimistic.

 The exchange rate is expected to rebound

 From the point of view of economic recovery, compared with developed countries such as Europe and the United States, the current Chinese epidemic control is better, the economic machine has been restarted and gradually on track, IMF the latest estimates show that China may be the only major economy in the world to achieve positive growth this year.
 From the external dollar index trend, u.s. the epidemic is repeated, the economy is deep in recession, unemployment is high, domestic ethnic and social contradictions intensified, many states suspended or suspended economic restart, u.s. stock market adjustment pressure again, the federal reserve reckless quantitative easing policy "sequelae" will also gradually appear, the dollar index is expected to gradually fall to 95 or lower levels, the constraints on the yuan will be weakened.
 Chinese and foreign spreads remain high. Against the backdrop of global easing, negative interest rates, and zero interest rates, China still has a rare positive return space, and as domestic stock markets stabilize and the attractiveness of renminbi assets increases, cross-border capital inflows will increase, supporting a stronger currency. "Taken together, the RMB exchange rate is expected to rebound in the second half of the year as a whole, but there may be adjustment pressure at a time when the Sino-US game and the epidemic are repeated.
 Official articles are always more optimistic than our folk. As a plastic injection factory operator, I personally feel that the overall Chinese economy is OK, neither too good nor very bad. Some industries affected by the epidemic will be very difficult.

2020年6月29日星期一

Protecting 200 million Chinese jobs

 The State Council holds a forum to study and stabilize the basic market for foreign investment in foreign trade. Experts:200 million people involved in employment should not be lost easily

On June 28, Chinese Premier Li Keqiang hosted a symposium on stabilizing foreign trade, stressing efforts to keep foreign investment steady by continuing to expand its opening to the outside world, the government said.
 It was pointed out that while foreign trade has stabilized in recent months, the current epidemic situation is still global, the world economy is seriously declining, our economy has been deeply integrated into the world economy, and the next foreign trade environment is still severe and complex, which must be fully estimated and prepared.
 At the meeting, it was proposed to study new measures to stabilize foreign trade and stabilize foreign capital and to speed up the progress of tax rebates, strengthen financing support such as credit, letter insurance, and guarantee, unblock international freight channels, cultivate new growth points of foreign trade, and at the same time, introduce more measures to expand openness, and further create a market-oriented, legalized and internationalized business environment.
 Bai Ming, deputy director of the International Market Research Institute of the Ministry of Commerce, told Red Star News that it was particularly important to stabilize the basic foreign investment market because the foreign trade industry involved 200 million people in employment. "Because there is employment, we can inject'fuel' into the internal circulation of the economy; at the same time, the foreign trade industry participates in the international circulation, so it is very important to stabilize the basic market of foreign investment in foreign trade and to stabilize the economic operation and the overall situation of employment.

Don't lose position easily in international industry chain and supply chain

Bai Ming, deputy director of the International Market Research Institute of the Ministry of Commerce, told Red Star News that the current foreign trade situation is still grim, so we should fully consider all kinds of difficulties and be prepared to deal with them.
 Red Star News noted that the executive meeting of the State Council held on June 9 confirmed that in order to help foreign trade enterprises involving nearly 200 million people in employment to rescue and develop, while encouraging enterprises to expand the international market, support marketable export products to open up the domestic market.
 Bai Ming explained that it is now proposed to gradually form a new development pattern with the domestic large circulation as the main body and the domestic and international double circulation promoting each other. Because the foreign trade industry involves the employment of 200 million people, it is particularly important to stabilize the basic plate of foreign investment in foreign trade.
 "Because there is employment, we can inject'fuel' into the internal circulation of the economy; at the same time, the foreign trade industry participates in the international circulation, so it is very important to stabilize the basic market of foreign investment in foreign trade and to stabilize the economic operation and the overall situation of employment.
 Bai Ming believes that the current stability of foreign trade foreign capital base plate, the most important is external insurance channels, internal insurance capacity. Export channels must be maintained, because hard-won. Especially in the international industrial chain, the supply chain in the occupation does not lose position easily.
 "In the international market and the international division of labor, even if the temporary business volume is not large, or enterprises to give appropriate profits, but also to find a way to occupy this position, and so on the future improvement of the international market, but also the first. said Bai Ming. the current foreign trade situation is still grim, so we should fully consider all kinds of difficulties and be prepared to deal with them.
 Red Star News noted that the executive meeting of the State Council held on June 9 confirmed that in order to help foreign trade enterprises involving nearly 200 million people in employment to rescue and develop, while encouraging enterprises to expand the international market, support marketable export products to open up the domestic market.
 Bai Ming explained that it is now proposed to gradually form a new development pattern with the domestic large circulation as the main body and the domestic and international double circulation promoting each other. Because the foreign trade industry involves the employment of 200 million people, it is particularly important to stabilize the basic plate of foreign investment in foreign trade.
 "Because there is employment, we can inject'fuel' into the internal circulation of the economy; at the same time, the foreign trade industry participates in the international circulation, so it is very important to stabilize the basic market of foreign investment in foreign trade and to stabilize the economic operation and the overall situation of employment.
 Bai Ming believes that the current stability of foreign trade foreign capital base plate, the most important is external insurance channels, internal insurance capacity. Export channels must be maintained, because hard-won. Especially in the international industrial chain, the supply chain in the occupation does not lose position easily.
 "In the international market and the international division of labor, even if the temporary business volume is not large, or enterprises to give appropriate profits, but also to find a way to occupy this position, and so on the future improvement of the international market, but also the first. said Bai Ming.

Today's excerpt of this news to share with you is to tell you that the economy is really very difficult, as a foreign trade export mold and plastic molding manufacturers, we understand that this situation is very real. This year the Canton Fair did not announce the number of transactions can be seen, we are around a lot of the original foreign trade enterprises have changed or closed, you can see that business is particularly difficult to do now. Winter has come, are you ready for foreign trade colleagues?

China uses 1kg a year, Japan 20kg, and Germany 90kg a year

 Share Really Story about food! China uses 1kg a year, Japan 20kg, and Germany 90kg a year

When it comes to bread, everyone is certainly no stranger, almost every community will have a bakery, idle, buy some bread, hungry eat a bite, then feel happy. According to the relevant survey, the average annual consumption of bread in China is 1 kg, Japan is 20 kg, and the average annual consumption of bread in Germany is as high as 90 kg! So the question is, why do we eat so little bread?
Bread
 In fact, the main reason is that foreigners like to take bread as a dinner, but we generally as a portion of food for hunger, hungry, people will choose to buy some bread to fill the stomach. In this way, the quantity will be reduced a lot. In life, in fact, careful people will find that we eat mostly Japanese bread, soft, soft waxy entrance, sweet, and this kind of bread is also very suitable for Asian consumption.
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 For example - pineapple bag, outside is made of sugar, eggs, flour, lard crispy skin, inside is soft bread body, just out of the oven steaming hot, bite on, aftertaste endless!
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 There is also a red bean stuffing bread, this bread with a strong aroma of wheat, can be torn with the hand, full of red bean stuffing clearly visible, sweet and not greasy entrance, full of happiness.
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 Japanese bread is popular despite its soft taste. But it also has a drawback, that is, it has high calorie, high sugar content. Long-term consumption, the human body will be fat, is not conducive to physical health, so can not be regarded as a staple food. So is there a kind of bread that can serve as a staple food without worrying about getting fat?
 The bread is also eaten in many ways, can be cut into slices, coated with a layer of fresh jam, taste rich; with ham, sausage, then with a salty flavor; can also be shredded into the milk bubble to eat, promote digestion.

 Which of these kinds of bread is your favorite?

2020年6月27日星期六

Has the Chinese economy recovered

The Secret Behind Sales of Cars, Cellphones, Excavators and Instant Noodles

I. CARS

 The highest number of Chinese car sales was 28.88 million in 2017, and the highest number of global car sales was the same year,95.66 million.
 2018 was the first decline in Chinese car sales after 28 years of sustained growth and continued to fall to 25.77 million in 2019. Global car sales also fell for two consecutive years in 2018 and 2019.
automotive economy
 Chinese car sales outstripped u.s. in 2009. China accounted for just 8.7% of global auto sales in 2005 and 28.2% in 2019, but the highest figure was 2017, or 30.2%.
 China's auto sales fell 18.6%,79.1%, and 43.2% from January to March 2020, and rose 4.5% and 14.7% from April to April.
 CNMOULDING produce plastic molding parts for many well-known automobile companies, our feeling is that the market tends to be saturated.

II. Cell phones


 China's domestic handset shipments and its smartphone shipments peaked in 2016 at 560 million and 520 million, respectively. China accounted for 23% of smartphone shipments in 2011 and 96% in 2019.
 China's mobile phone production peaked in 2017 at 1.89 billion. In 2019 it was 1.7 billion (1.115 billion smartphones).
 China's domestic smartphone shipments fell 36.6%,54.7% and 21.9% in January-March 2020, up 17.2% in April, but 10.47% in May.
 Global smartphone shipments peaked at 1.473 billion units in 2016 and 1.371 billion units in 2019.

III. Excavators

 China's excavator sales, which hit a record 194,000 units in 2011(at the end of the $4 trillion), made Sany's Liang Wengen the richest man on the mainland in 2011. After four consecutive years of decline,2016 re-growth,2018,2019 set a new high of 20.3,236000 units.
 Sales of excavators in China fell 15.4% and 50.5% in January-February 2020,11.6% in March and 59.9% and 68.0% in April-April. In particular, the monthly sales of 49408 units in March, a record high. There were 45427 units sold in April. Only four months have historically sold more than 40,000 excavators a month, as well as 44278 in March 2019 and 44150 in March 2011.

 IV. Instant noodles

 WIND data from the World Instant Noodle Association (founded in Tokyo in 1997) began in 2007. China's demand for instant noodles (which seems to be sales) was 45.8 billion, or 48% of the world's total. The highest ever demand for instant noodles in China was 46.2 billion in 2013. In 2019, China's demand for instant noodles was 41.5 billion, accounting for 39 percent of the world's demand. The main reasons may be one is the improvement of living standards, the other is the increase in take-out and the reduction of consumption of instant noodles.
Overall, China and the world's two important consumer goods sales of cars, mobile phones reached their peak in 2016 and 2017, I do not know when to hit a new high. It may reflect the basic saturation of the first purchase population and the replacement renewal demand. China's excavator sales, but in 2018,2019 hit new highs. The first three months of this year were affected by the epidemic, China's car, mobile phone sales fell significantly year-on-year, resumed growth in April, car growth in May, mobile phone decline. Excavator sales, in March, hit a record high, infrastructure drive is obvious. Instant noodle sales, which fluctuated downwards after reaching a record high in 2013, also indicate an escalation in consumption and a decrease in consumption of relatively low-end foods.

2020年6月21日星期日

The TikTok​ jump!

Media said the TikTok beat 2020 revenue target of 200 billion yuan, significantly higher than the 180 billion spread at the beginning of the year, which will be more than 40% higher than last year.
 To some extent, TikTok is beating like a huge "money printer ", and revenue is growing fast.
 In the first quarter of this year, TikTok-hopping achieved revenue of about $5.6 billion (about 40 billion yuan), a sharp increase of more than 130% over the first quarter of last year, when the epidemic was not affected, media sources said.
 TikTok beat set its 2020 revenue target at 200 billion yuan —— earlier this year, it was reported that its revenue target this year was 30-40% higher than last year, more than 180 billion yuan. but then the TikTok beat indicates "inaccurate information ".
 The TikTok beat never confirms the media coverage of its revenue figures. Earlier this year's news that "revenue in 2019 exceeded 140 billion yuan, an increase of nearly 280% year-on-year" was also echoed as "false news" by the company.
 According to the report, the overall revenue target for TikTok beat this year is to reach about half of its competitors Tencent —— last year, Tencent revenue close to 377 billion yuan.
 Tencent was founded in 1998, and the byte jump so far only "8 years old ", this "young man" ambition can be seen.
For today's media reports, the TikTok beat did not respond.
 The revenue from TikTok jumps comes mainly from advertising, which attracts gold owners through App including dithering and TikTok、 in today's headlines.
 China's advertising market grew slightly to 121.2 billion yuan in the first quarter of this year, according to research firm iResearch. By this rough calculation, the TikTok beat advertising market share is about 30%.
 Previously, from 2016's 6 billion advertising revenue to 2019 budget revenue of 120 billion, TikTok beat only took four years.
 Fast-growing revenue is thanks to a surge in downloads from the group's various apps. Among them, quiver and its overseas "cell brother" TikTok more than 2 billion downloads worldwide.
 The number of downloads TikTok reached 315 million in the first quarter alone, setting a single-quarter download record for any App in the world and setting its own 205.7 million world records in the fourth quarter of 2018.
 The surge in key performance indicators has pushed forward the jump in valuations, which have so far reached between $95 billion and $140 billion.