ICBCCS CNI 2000 ETF(159543.SZ)

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Deconstructing the 2025 financial closing data: M2 rebound due to the return of wealth management, social financing slowdown affected by the base, credit structure continues "strong enterprises, weak individuals"

In December, new social financing amounted to 2.21 trillion yuan, a year-on-year decrease of 645.7 billion yuan. CICC stated that this is due to the base effect—during the same period in 2024, the concentrated issuance of 2 trillion yuan in replacement bonds raised the base, leading to a "rhythm mismatch" this year. In terms of credit, the structural characteristics of "strong enterprises, weak households" remain significant, with corporate credit showing unexpected resilience, significantly higher than in previous years. The rebound in M2 mainly comes from structural adjustments on the bank's liability side, as the yield advantages of wealth management products and interbank certificates of deposit have narrowed, leading to a return of non-bank funds to bank balance sheets, converting into deposits. Although the M1 reading is not high, signs of "household deposit migration" have not ceased

Wallstreetcn·
Wallstreetcn·

China revs up fiscal support to boost births

China is implementing extensive fiscal measures to address its declining birth rate, with an estimated cost of 180 billion yuan ($25.8 billion) by 2026. The government plans to fully reimburse all medical expenses related to childbirth, including IVF. However, demographers express skepticism about the effectiveness of these initiatives, citing low fertility rates and the need for broader social changes, such as job security and gender equality. Despite increased spending, similar policies in other East Asian countries have yielded limited results in boosting birth rates.

Reuters·
Reuters·

Ministry of Commerce of China: Leverage the advantages of a super-large scale and unified market to create new advantages for attracting foreign investment

The Ministry of Commerce of China emphasized at the 2026 National Foreign Investment Work Conference that it is necessary to deepen the reform of the foreign investment promotion system, leveraging the advantages of the mainland's super-large scale and unified market to attract foreign investment. The conference called for combining the stabilization of foreign investment with the expansion of domestic demand, consumption, and technological innovation, supporting foreign enterprises in boosting consumption, exploring new growth points for attracting investment in the service industry, promoting the construction of foreign investment projects, and ensuring a smooth start for foreign investment work

AASTOCKS·
AASTOCKS·

Decoding the central bank press conference: Eight measures implemented, how far are we from a comprehensive reduction in reserve requirements and interest rates?

Yesterday, the central bank introduced eight structural monetary policy measures, sending a strong signal for stabilizing growth. The core measures include a 0.25 percentage point reduction in the interest rates of various structural monetary policy tools and an expansion of the total quota for structural tools by approximately 1.1 trillion yuan. The central bank clearly stated that there is "still some room" for further cuts in reserve requirement ratios and interest rates this year, with the statutory deposit reserve ratio at 6.3% still having room for reduction, and the constraints of exchange rates and net interest margins have weakened. Analysts believe this is a "structural interest rate cut" that balances both internal and external factors, with a 50 basis point reduction in the reserve requirement ratio expected to be implemented in the first quarter

Wallstreetcn·
Wallstreetcn·

Breakfast | US stocks stop falling and rebound, most chip stocks rise

U.S. stocks stopped falling and rebounded, with most chip stocks rising. TSMC surged over 4% after earnings, reaching a record high. SanDisk rose over 5%, Goldman Sachs increased by more than 4% after earnings, and Morgan Stanley and BlackRock both rose nearly 6% after their earnings reports. Precious metals experienced a full-scale pullback, with spot silver plunging by as much as 7% during the session

Wallstreetcn·
US
SOXL
+4.88%
Wallstreetcn·
US
SOXL
+4.88%
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