Key Information Interpretation: Property Tax To Further Intimidate The Secret Behind The Market

Interpretation of information today:

　　【宏觀經(jīng)濟】國務(wù)院同意逐步推進房產(chǎn)稅改革

According to the news of the Chinese government network, the State Council agreed with the development and Reform Commission's opinions on deepening the reform of the economic system in 2010.

"Opinions" pointed out that the introduction of resource tax reform plan, and gradually promote property tax reform.

Henderson Investment Review: yesterday's sudden change in the real estate sector is inextricably linked to this news.

According to the information released by the NDRC, it is pointed out that the property tax reform will be progressively promoted, which means that the controversial property tax will finally be launched.

Shanghai has already announced that it is the new property tax levy city.

This will undoubtedly add to the real estate sector. Although property taxes will not be launched immediately, it is inevitable that the property tax will be introduced in the future.

[domestic market]

　　1、今日起汽柴油價格每噸分別降低230元和220元

The national development and Reform Commission decided that since June 1st, the price of gasoline and diesel has decreased by 230 yuan and 220 yuan per ton respectively, and the benchmark price of domestic land natural gas output has increased by 0.23 yuan per cubic meter.

Henderson Investment Review: the price of refined oil has been cut down as scheduled. However, from 09 years, every time we raise or lower the price of oil is the turning point of international oil price. Before that, international crude oil prices keep falling. After China's domestic oil price reduction, international crude oil began to rise, and when China raised the price of refined oil (cracked the oil price dilemma), international crude oil prices began to fall.

It can be seen that China's oil price adjustment mechanism is backward and reverse.

The downward trend of oil prices is bound to be a good way for downstream industries, such as the most profitable airline industry, which will greatly reduce its fuel costs.

　　2、溫家寶：做好預防世界經(jīng)濟二次探底準備

In May 31st, Premier Wen Jiabao attended the luncheon of the "economic union" organization in Tokyo, pointing out that it is too early for China to withdraw from the economic stimulus policy.

Premier Wen said that although the world economy began to stabilize and recover, its recovery was slow, while the unemployment rate in some countries remained high. The Greek sovereign debt crisis could drag on the European economic recovery and bring about changes in the European market. Therefore, it is too early for China to withdraw from the economic stimulus policy.

Wen Jiabao believes that the world economy still has the possibility of "two bottom finding", so we must think more about the difficulties and prepare for the "two bottom finding".

Henderson investment comment: the implication is very deep. Whether it is the two dip of the world economy or China's two bottom finding, it will not benefit our economy.

And from various indications, China has already had two signs of bottom finding, and the European crisis is also hanging over the globe.

Because the possibility of a two dip in the world economy, the exit policy of domestic economic policies will be very prudent, and may even increase investment again, so as to prevent the domestic economy from falling into the two bottom.

[company industry] charging station standard this week

This week, the approval of the charging station will be reported to the National Standardization Management Committee, but is expected to be approved within the year.

Informed sources told the Shanghai Securities Daily that this week, the general requirements of electric vehicle charging stations, general technical conditions and other approval documents were formally reported, and the unified charging station standards will be formed within the year.

Henderson Investment Review: because the construction of charging stations can not be based on national standards, at present, all enterprises have built charging stations according to their own standards, and domestic production of electric vehicle charging interface standards are also different.

Although the whole domestic charging station construction is still in the stage of asking for directions, the development of the new energy vehicle industry is in a vigorous trend. If we fight against each other and adopt different standards, we will have a big obstacle to the development of the industry. Therefore, it is very important to set up a national unified charging station technical standard.