2024-12-13 04:55:10
Policy expectation:The audit authority of local government special debt projects may be delegated to the provincial level, and 12 provinces are expected to land, which may affect the financial operation and investment projects of local governments.These news comprehensively reflect the latest trends of China stock market in macroeconomic policies, capital market dynamics, industrial economy, foreign exchange reserves, securities firms' judgments and policy expectations, and provide investors with a comprehensive market overview.
700 billion yuan of ultra-long-term special treasury bonds have all been allocated to "double" projects, and the implementation will be accelerated, which will have an impact on infrastructure construction and economic development.
The market expects that the Central Economic Work Conference will be held in December, which may release more favorable policies and support the A-share market.Macroeconomic policies:Executives of photovoltaic module battery companies said that they have signed a self-discipline convention and will start to control production capacity next month, which may have an impact on the photovoltaic industry.
Strategy guide
12-13
Strategy guide 12-13