What are the beneficiary sectors of RMB internationalization?

The beneficiary sectors of RMB internationalization are:

In the papermaking sector, the daily limit represented by Qingshan Paper (600 103), Guba and Fujian Nanzhi promoted the rise of the whole sector. Analysts pointed out that in the early stage, affected by energy conservation and emission reduction, the paper industry sector was oversold by the market and became one of the sectors with lower valuation. Stimulated by the continuous appreciation of RMB, this sector still has value and appreciation space.

In aviation, Hainan Airlines, China Southern Airlines, China Eastern Airlines and Air China all have good gains. Analysts pointed out that due to the rise in international crude oil prices and the arrival of the high-speed rail era, the aviation sector has been at a low level for a long time and has become one of the sectors with low valuation and stagflation. The overall strength has also been stimulated by the continued appreciation of the RMB.

In the tourism sector, stimulated by the appreciation of RMB and the expected effect of bridgehead planning in Yunnan, Yunnan tourism went against the trend, which led to the overall strength of Xi 'an tourism, Tibet tourism, Lijiang tourism, China international travel service, Huangshan tourism and other tourist hotels.

The gold stocks in the resource sector have become the most dazzling sectors in the two cities. For companies denominated in US dollars, such as gold listed companies, the appreciation of RMB means the increase of product prices, and the gold varieties represented by Ronghua Industry (6003 1 1), Shares Bar and Admiralty Gold have a certain increase.

Extended data:

The internationalization of RMB refers to the process that RMB can cross national boundaries, circulate abroad and become an internationally recognized currency for pricing, settlement and reserve. Although the overseas circulation of RMB does not mean that RMB has been internationalized, the expansion of overseas circulation of RMB will inevitably lead to the internationalization of RMB and make it a world currency.

The meaning of RMB internationalization includes three aspects:

First, RMB cash enjoys a certain degree of liquidity abroad;

Second, second, and most importantly, financial products denominated in RMB have become investment tools of major international financial institutions, including the central bank. For this reason, the scale of the financial market denominated in RMB is constantly expanding;

Third, it is necessary to realize a certain proportion of transactions settled in RMB in international trade. This is a general standard to measure the internationalization of currency, including RMB, of which the latter two points are the most important.

At present, the highest form of economic competition among countries is currency competition. If the substitution of RMB for other currencies is enhanced, it will not only change the distribution pattern of reserve currency and its related seigniorage income, but also have a far-reaching impact on the geopolitical pattern of western countries.

The ultimate goal of RMB internationalization should be to keep pace with the dollar and the euro in the international monetary system.

First, RMB should be freely convertible into foreign currency at home and abroad, RMB accounts can be opened in overseas banks, credit cards and debit cards based on RMB can be used overseas, and in some cases, RMB cash can be used directly on a small scale;

Second, RMB can be used as the unit of valuation in international trade contracts, not only in China's import and export trade, but also as the currency agreed by buyers and sellers in international trade that does not involve China;

Third, RMB can be used as the payment currency in international trade settlement, and even in some international trade where RMB is not used as the pricing currency, RMB can be used for payment with the consent of buyers and sellers;

Fourth, RMB can be used as the currency of international investment and financing, including not only investment and mergers and acquisitions in the real economy, but also various financial assets and their derivatives in the virtual economy, such as stocks, bonds, bills, insurance policies, letters of guarantee, futures, options, forwards, swaps, etc.

Fifth, RMB can be used as an international reserve currency, not only as a means for the government or the central bank to intervene in the foreign exchange market, but also as a certain proportion in SDR.