China New Observation | The wind direction has changed, and the benefits of the platform economy are one after another

  China News Service, May 19 (Reporter Li Jinlei) The weather is heating up, and the platform economy that has experienced the "severe cold" seems to smell the breath of spring.

  Recently, the good news has come one after another, and the atmosphere has gradually increased, and there have been bursts of warmth.

  On May 17, the National Committee of the Chinese People's Political Consultative Conference held a special consultation meeting on "Promoting the Sustainable and Healthy Development of the Digital Economy".

Liu He, member of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, pointed out that entrepreneurs are the most important innovation subjects.

We must support the sustainable and healthy development of the platform economy and the private economy, study specific measures to support the standardized and healthy development of the platform economy

, and encourage platform enterprises to participate in major national science and technology. innovative projects.

  In addition, it also proposed "

supporting the listing of digital companies in domestic and foreign capital markets

", and many financial media pushed news under this headline.

  On May 13, the General Office of the State Council issued the "Notice on Further Doing a Good Job in the Employment and Entrepreneurship of College Graduates and Other Youth", requiring the establishment of "red lights" and "green lights" to

promote the healthy development of the platform economy and drive more employment.

  The platform economy plays an important role in stimulating employment.

In the eyes of the outside world, the employment pressure will increase in 2022. Under this situation, the official also expects that the platform economy will continue to contribute to stabilizing employment in the healthy development.

  On April 29, the Political Bureau of the Central Committee of the Communist Party of China held a meeting. The meeting called

for promoting the healthy development of the platform economy, completing the special rectification of the platform economy, implementing normalized supervision, and introducing specific measures to support the standardized and healthy development of the platform economy.

  Wang Sheng, chief strategist of Shenwan Hongyuan, believes that the word "support" is particularly important, which clarifies the central government's attitude, indicating that the policies to guide the regulated and healthy development of the platform economy will be further clarified, and the rectification work of large platform companies is expected to be completed faster.

For the capital market, this important information is also expected to give domestic and foreign investors a "reassurance".

  Dong Yu, executive vice president of the China Development Planning Institute of Tsinghua University, pointed out that under the circumstance that the phased tasks of special rectification have basically achieved the original goals, the next step will focus more on normalized and comprehensive supervision. The purpose is for the platform To achieve healthy development on the basis of norms.

That is to say, under the premise of setting up capital "traffic lights", we will continue to support the development of the platform economy, as long as it is a regulated and healthy service, we will continue to support it.

  On March 16, the Financial Stability and Development Committee of the State Council held a special meeting. The meeting pointed out that with regard to the governance of the platform economy, relevant departments should improve the established plans in accordance with the principles of marketization, rule of law and internationalization

. , predictable supervision, steadily advance and complete the rectification work of large platform companies as soon as possible, and set red and green lights to promote the stable and healthy development of the platform economy and improve international competitiveness.

  Zeng Gang, deputy director of the National Finance and Development Laboratory, believes that in the past period of time, the market value of listed platform companies has shrunk significantly, and the gap between them and the world's top leading companies has been widening.

Supervision should be carried out in accordance with the principles of marketization and rule of law, leaving enough space for the development of platform companies. At the same time, relevant supervision should have relatively clear boundaries, so that the market can form a stable expectation and reverse the current weakening of expectations.

Data map.

Photo by China News Agency reporter Wei Liang

  It is worth noting that

with the frequent emergence of positive signals of platform economic governance, international investment banks have also turned.

  After sharply downgrading the relevant ratings in March, JPMorgan Chase suddenly overturned the overall position, and collectively raised the ratings of many Chinese Internet companies such as Alibaba, Tencent, Baidu, Meituan,, NetEase, and Bilibili.

Among them, Alibaba, Tencent, NetEase, and Meituan were upgraded to overweight.

  JPMorgan Chase said in a research report that

China's Internet industry is getting rid of various uncertainties

and will be driven by short-term and long-term fundamental factors, so the company's stock price may rise more than expected.

  On Tuesday, Eastern Time, the three major U.S. stock indexes rose collectively. Among them, popular Chinese concept stocks generally rose, Alibaba rose 6.41%, Pinduoduo rose 6.13%, Baidu rose 4.79%, and rose 4.15%.

  With less uncertainty and better policy winds, a new spring may be approaching.