RCEP Signs Official Announcement "72 Hours": 189 Messages From Investors Flock To Listed Companies

It is undoubtedly the management who knows the listed companies best, but it is the retail investors who hold only a few shares that can find the most suitable point between the major policy progress and the business of Listed Companies in the first time.

On November 15, the regional comprehensive economic partnership agreement (RCEP) was officially signed during the series of East Asian Cooperation leaders' meetings. Although it is closed on Sunday, the enthusiasm of investors in the A-share market has been ignited.

According to the statistics of Securities Daily, from about 13:00 on November 15 (Sunday) to 72 hours at 13:00 on November 18, a total of 189 investors left messages on the interactive platform of Shanghai and Shenzhen stock exchanges, focusing on the impact of RCEP signing on listed companies. In addition, during the period from 13:00 to 17:00 on the 18th, the reporter issued a manuscript and added 19 new related messages. On the part of listed companies, more than 70 investor messages have been responded to, including the earlier reply which can be traced back to 9:40 on November 16 (Monday).

The earliest reply came from Zhongchuang logistics, a listed company. The company said that "the construction of regional comprehensive economic partnership will enhance the economic competitiveness of the whole East Asia region, improve the degree of regional economic integration, boost the economy of various countries in the post epidemic era, and bring new development opportunities to logistics enterprises to a certain extent.".

According to the reporter's statistics, 189 investors asked questions, focusing on industries such as port, shipping, foreign trade, logistics, etc. at the same time, some listed companies' industries are based on the global division of labor, and they are also sensitively "caught" by investors.

Dong Dengxin, director of the Institute of Finance and securities of Wuhan University of science and technology, said in an interview with the Securities Daily, "the most important significance of RCEP is zero tariff and liberalization of goods trade. It is a great benefit for listed companies that arrange sales markets or purchase raw materials in Asia Pacific and Southeast Asia. It also means increasing trade in goods and exporting labor-intensive products Great significance. In addition, ASEAN has become China's largest trading partner this year, and the signing of RCEP can provide assistance for the new trade pattern; at the same time, the signing of RCEP also reflects the continued development of economic globalization to a certain extent, which is an important and good thing for foreign-related enterprises. "

Yang Delong, chief economist of Qianhai open source fund, also told Securities Daily that the signing of RCEP is an important historical opportunity for China to further integrate into the global market and usher in new trade development. Especially in the context of the current epidemic disturbing the global economy, the significance of RCEP signing is more important. The new development pattern of China's economy requires, on the one hand, to be based on domestic demand and meet the needs of the domestic people for a better life; on the other hand, it also needs to firmly integrate into the global market, consolidate the position of Chinese enterprises in the global industrial chain, and realize a new round of economic growth through the multilateral trade framework of the global market. Moreover, "the signing of RCEP is conducive to improving the quality of listed companies, especially for export trade enterprises, which will have a more positive impact on their valuation."

In the "reply" of listed companies, it is true that it has also delivered a very encouraging signal. For example, some listed companies directly said, "the company has established production bases in China and Thailand, which are members of RCEP agreement, and the product sales area covers 15 RCEP member countries. The demand for orders from these regions is strong, and the supply is in short supply. The company will accelerate the construction of Thailand phase II capacity expansion project, so as to meet the needs of RCEP member countries as soon as possible Market demand. The company will pay close attention to the latest changes in relevant industry policies, seize all development opportunities and constantly improve the company's value. "The company takes the expansion of new regional markets as an important market development measure, and has always attached great importance to the development and expansion of the Asia Pacific market. Southeast Asia, especially the ASEAN region, has witnessed steady growth in sales in recent years It has become one of the important export markets of the company. After RCEP comes into effect, the tariff between RCEP and other member countries will be gradually reduced, which will further enhance the competitive advantage of the company's product export price, which is conducive to increasing the company's product export. ". Some companies are ready to follow the trend. "At present, the company has export business in the RCEP member countries. The company will seize the opportunity, actively grasp the overseas market opportunity, vigorously explore the overseas market and seize the market share.".

Yang Delong also believes that "the signing of RCEP will further enhance the attractiveness of the A-share market to investors, because it is conducive to the overall growth of China's economy. As the leading enterprises in China's economy, listed companies naturally benefit most. "