Quietly change?The central bank's net recovery 300 billion yuan requires fine products

Just like it is accustomed to the stock market red disk, the market has also been used to loose monetary policy. However, the central bank carried out a 7 -day reverse repurchase operation for 7 consecutive days this week, with a total net recovery of 301 billion yuan.

Decision -making is most particularly forward -looking, and the subtle changes in marginals are often ignored, and it will have a very important impact on the results of the investment. If you have not noticed the marginal signal of the currency policy in time, it is difficult to avoid the deep adjustment of coal, petroleum, and building materials.

If you connect several recent news, you will pay enough attention to the central bank's rare net return currency.

Brother Guan, a news matter. The Price Department of the National Development and Reform Commission held a symposium with the Dalian Commodity Exchange, agreed to strengthen the supervision of the pig spot futures market, timely investigate abnormal transactions, strengthen penetrating supervision, severely crack down on fabricating information on prices, accumulation of stories, raising prices, maliciously speculated capital speculation Wait for illegal violations.

The second news is that the Development and Reform Commission has continued to increase the overall price of commodities, improve the supply and storage system of coal production, accelerate the release of high -quality production capacity, improve the coal market price formation mechanism, and guide coal prices to operate in a reasonable range.

Based on capital speculation, the price should be maintained in a reasonable range. Such a regulation word is quite severe, and all policy goals point out to control inflation.

The momentum of economic recovery is not easy. If inflation is fast up, the just -improved midstream manufacturing industry is unable to bear the pain of cost, and the prosperity must turn down. Too fast price increases in downstream terminals will also affect the public's willingness to consume. A series of actions of the central bank and the Development and Reform Commission show that the position of controlling inflation in the macro -control task table has been greatly improved.

Back to the secondary market, the interest rate -sensitive real estate, buildings, commodities and other industries will be subject to the marginal changes of the currency environment. In the environment of inflation and economic recovery, the performance of the midstream manufacturing industry will have further improvement.

Qingdao Finance Daily/Home Media Reporter Li Dongming

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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