daily collection
financial Associated Press: at the press conference after the interest rate resolution, Federal Reserve Chairman Powell personally admitted that the Federal Reserve intends to raise interest rates at its March meeting. At the same time, he also pointed out that “without threatening the labor market, there is a lot of room to raise interest rates. It is not ruled out that interest rates will be raised at every Federal Open Market Committee (FOMC) meeting.”
first finance and Economics: on January 26, the reporter learned that the financial management department recently convened several national asset management companies (AMCs) to study the participation of asset management companies in asset disposal, Project M & A and related financial intermediary services of venture real estate enterprises in accordance with the principles of marketization and legalization. Asset management companies have rich experience in the above fields, and their participation is expected to accelerate the progress of asset disposal of venture enterprises and promote risk resolution and market clearing.
Securities Times: China Europe Fund Management Co., Ltd. announced on the 26th that China Europe Fund Management Co., Ltd. will purchase a total of 50 million yuan of China Europe medical and health hybrid securities investment fund and China Europe medical innovation stock securities investment fund with its own funds within 30 trading days from the date of announcement, and hold them for more than three years; Ge Lan, the fund manager, will, within 30 trading days from the date of the announcement, subscribe for a total of 2 million yuan of China Europe medical and health hybrid securities investment fund and China Europe medical innovation stock securities investment fund, and hold them for more than three years.
first finance and Economics: the State Council issued the opinions on supporting Guizhou to break a new path in the western development in the new era. It is mentioned that it supports the layout and construction of industrial backup bases such as key parts, key materials and key equipment. We should give full play to the advantages of Maotai Baijiu liquor origin and main producing areas in Chishui River Basin and build an important Baijiu production base in China. We will promote the development of the intensive processing industry of characteristic foods and traditional Chinese medicine, and support the inclusion of Guizhou Miao medicine and other national medicines that meet the requirements in the Pharmacopoeia of the people’s Republic of China. Promote the all-round and all chain digital transformation of traditional industries, and guide traditional formats to actively carry out Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , all-channel, customized and accurate marketing innovation.
macroeconomic
brokerage China: on January 26, the national development and Reform Commission and the Ministry of Commerce issued the opinions on several special measures for relaxing market access in building a leading demonstration area of socialism with Chinese characteristics in Shenzhen, which mainly covers six areas, including 24 specific measures. The six fields mainly include science and technology, finance, medical treatment, education and culture, transportation and other fields.
Ministry of Finance: from January to December 2021, the main benefit indicators of national state-owned and state holding enterprises maintained growth, and the state-owned economy operated steadily. From January to December, the total profit of state-owned enterprises was 4516.48 billion yuan, a year-on-year increase of 30.1% and an average increase of 12.1% in the two years. Among them, central enterprises reached 2861 billion yuan, a year-on-year increase of 27.0%, with an average increase of 12.4% in the two years; Local state-owned enterprises reached 1655.47 billion yuan, a year-on-year increase of 35.9% and an average increase of 11.5% in the two years.
financial Associated Press: Guangdong Province printed and distributed the implementation plan for promoting the high-quality development of medical device industry in Guangdong Province. It is mentioned that by 2025, the average annual compound growth rate of operating revenue of medical device manufacturing industry will reach more than 20%, and the annual operating revenue of medical device manufacturing industry above designated scale will reach 250 billion yuan; 50 national Innovation Medical Management Co.Ltd(002173) device registration certificates have been approved; There are 35 listed enterprises in the capital market, 2-3 demonstration enterprises with a market value of more than 100 billion yuan, 3-5 leading enterprises with an annual operating income of more than 10 billion yuan and 5-8 leading enterprises with an annual operating income of more than 5 billion yuan.
China News Network: on the 26th, Shanghai Pudong New Area officially released the action plan for high-quality development of biomedical industry in Shanghai Pudong New Area (2022-2024). In the next three years, Pudong New Area has put forward a number of goals in the field of biomedical industry development, including: further enhancing the discovery ability of new targets and mechanisms, and reaching the international advanced level in the subdivided fields of small molecule chemical drugs, cell therapy, antibody drugs, minimally invasive intervention and surgery Siasun Robot&Automation Co.Ltd(300024) ; The scale of biomedical industry has reached 400 billion yuan, the output value of manufacturing industry has exceeded 100 billion yuan, and the revenue of high-tech service industry has exceeded 50 billion yuan.
industry dynamics
China News Network: according to the monitoring of the Ministry of agriculture and rural areas, from January 17 to January 23, 2022, the average purchase price of pigs by designated pig slaughtering enterprises above designated scale in China was 15.98 yuan / kg, a month on month decrease of 2.1% and a year-on-year decrease of 56.0%. The average ex factory price of white striped meat was 21.49 yuan / kg, down 1.6% month on month and 53.2% year-on-year.
daily economic news: following the announcement of the renewal results of the third batch of payment licenses of non bank payment institutions at the end of last year, the central bank recently updated the cancellation list of payment licenses. There are four license cancellation institutions, namely Hebei all-in-one card electronic payment service Co., Ltd., Shanghai convenience Jiangsu Lettall Electronic Co.Ltd(603629) commerce Co., Ltd., Jinjiang International Commerce Co., Ltd. and Shanghai shenchengtong commerce Co., Ltd. Up to now, the total number of payment licenses cancelled has reached 47, leaving 224 third-party payment licenses.
financial Associated Press: the central network information office and other 10 departments issued the action plan for digital village development (2022-2025). The action plan deploys key actions in eight areas. The first is the upgrading of digital infrastructure, the second is Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) innovative development, the third is the development of new business forms and new models, the fourth is the improvement of digital governance ability, the fifth is the revitalization of rural network culture, the sixth is the building of smart green countryside, the seventh is the improvement of public service efficiency, and the eighth is the expansion and deepening of network assistance.
Xinhuanetco.Ltd(603888) : during the Spring Festival of 2022, the Shenzhen Municipal Bureau of Commerce cooperated with six pilot institutions, including industry, agriculture, China Construction, transportation and postal savings, to carry out digital RMB promotion activities, with a cumulative investment of more than 25 million yuan to meet the multi-dimensional consumption needs of people, such as food, housing, transportation, tourism, entertainment and shopping.
stock market focus
Securities Times: Kweichow Moutai Co.Ltd(600519) announced that the company decided to invest 4.11 billion yuan to implement the phase I construction project of Maotai flavored wine Xishui tongminba in the 14th five year plan, and the required funds will be raised by the company itself. The construction site of the project is located in Tongmin Town, Xishui County, Guizhou Province. After the completion of the project, a series of liquor can be formed, with a liquor production capacity of about 12000 tons, a koji production capacity of about 29400 tons and a liquor storage capacity of about 36000 tons. The construction period is 24 months.
first finance and Economics: Citic Securities Company Limited(600030) announced that as of the closing of the equity registration date of this A-share allotment (January 18, 2022, t day), Citic Securities Company Limited(600030) A-share shareholders held a total of 10.648 billion shares. As of the end date of subscription payment (January 25, 2022, t + 5) Citic Securities Company Limited(600030) A-share allotment, the effective subscription number was 1.552 billion shares, and the subscription amount was 22.396 billion yuan. The trading of Citic Securities Company Limited(600030) A shares will resume from January 27, 2022.
financial Associated Press: the monarch strategy said that after the Spring Festival, 1. The positive factors will be gradually revised upward. After experiencing the real estate credit risk and local hidden debt problems in recent years, the market inevitably hesitates to stabilize growth. However, at present, the local two sessions have been held one after another, and the demand for steady growth is strong. With the successive completion of the term change of provincial Party and government organs, the steady growth policy will accelerate the promotion and force, and there is no need to be overly pessimistic about the molecular end after the year. 2. Negative factors will accelerate convergence. At present, the market is gradually pricing the changes in overseas liquidity expectations. The negative impact of overseas liquidity expectations before the year is being accelerated. At the same time, the real estate credit risk will be gradually implemented after the year, and the negative factors at the denominator will accelerate the convergence.
financial Associated Press: at the beginning of 2022, with the cloudy European and American markets, more and more overseas investors began to pour into the Chinese market. Chinese assets are being regarded by foreign capital as a safe haven from a series of challenges such as inflation, economic growth and epidemic. Although last year’s returns were more or less eroded by regulatory policies, the latest groups of phenomena show that global fund managers are still confident, injecting funds into Chinese stocks and bonds, betting on China’s commitment to sustained stability, monetary and fiscal easing and more moderate inflation compared with other economies, We believe that these favorable factors can help protect them from other market fluctuations.
Subscription of new shares: Yuehai feed
subscription of new bonds: tiannai convertible bonds
IPO: Copper Crown copper foil, Weide information, Zhenlei Technology
listing of new bonds: Borui convertible bonds
corporate news
Wanhua Chemical Group Co.Ltd(600309) : increase the MDI price in China in February 2022
Hengli Petrochemical Co.Ltd(600346) : it is proposed to invest 19.988 billion yuan in the construction of 1.6 million T / a high-performance resin and new materials project
Tecon Biology Co.Ltd(002100) : it is planned to carry out commodity futures hedging no more than 1 billion yuan
Ningbo Shanshan Co.Ltd(600884) : the net profit in 2021 is expected to increase by 2146% – 2356% year-on-year
Hundsun Technologies Inc(600570) : the net profit in 2021 is expected to increase by 11% year-on-year
Ourpalm Co.Ltd(300315) : it is estimated that the loss in 2021 will be 1 billion yuan – 1.4 billion yuan
Wanxiang Qianchao Co.Ltd(000559) : the net profit in 2021 is expected to increase by 46% – 66%
Starpower Semiconductor Ltd(603290) : it is estimated that the net profit in 2021 will increase by 115.85% – 121.38% year-on-year
China Film Co.Ltd(600977) : 2021 pre profit of 205 million yuan – 275 million yuan to turn losses into profits
Visual China Group Co.Ltd(000681) : the actual controller plans to reduce the holding of no more than 4% shares
Tianqi Lithium Corporation(002466) : it is estimated that the net profit in 2021 will be 1.8 billion yuan – 2.4 billion yuan to turn losses into profits
Kuangda Technology Group Co.Ltd(002516) : signed a 5.5 billion yuan filter chip R & D and production project
Chongqing Sokon Industry Group Stock Co.Ltd(601127) : it is proposed to raise no more than 7.13 billion yuan
Huabao Flavours & Fragrances Co.Ltd(300741) : the actual controller has been subjected to residential surveillance at the designated residence
data list
Shanghai and Shenzhen Stock Markets: the three major indexes opened higher and maintained a narrow range in the morning. In the afternoon, the three indexes once turned green collectively, and then bottomed up. As of the close, the Shanghai index rose 0.66%, the Shenzhen Composite Index rose 0.70% and the gem index rose 0.99%. On the disk, electrical equipment, warehousing and logistics and oil sectors led the increase, while tourism, hotel catering, medicine and other sectors led the decline.
Hong Kong stocks: Hong Kong Hang Seng Index rose 0.19% and Hang Seng technology index rose 0.8%. Pharmaceutical stocks led the decline, Wuxi Apptec Co.Ltd(603259) fell more than 10%, Kingsley biology fell more than 9%, and Yaoming biology fell more than 6%. Power and photovoltaic sectors strengthened, and Xinyi solar energy rose by more than 8%.
Shanghai Shenzhen Hong Kong stock connect: on January 26, the net inflow of northbound funds throughout the day was 1.139 billion yuan, and the net purchase in the afternoon was nearly 3 billion yuan; Among them, the net sales of Shanghai Stock connect was 161 million yuan. Among the top ten traded stocks, Nari Technology Co.Ltd(600406) , Changchun High And New Technology Industries (Group) Inc(000661) , Wuliangye Yibin Co.Ltd(000858) net purchases ranked among the top three, with net purchases of 361 million yuan, 292 million yuan and 292 million yuan respectively. The net sales of Kweichow Moutai Co.Ltd(600519) ranked first, with an amount of 511 million yuan. Wuxi Apptec Co.Ltd(603259) and Eve Energy Co.Ltd(300014) were net sold by 213 million yuan and 189 million yuan respectively.
dragon tiger list: on January 26, among the individual stocks on the list, the largest net capital inflow was the adopted shares, which was 145 million yuan. According to the data, the stock was first listed within the day and rose 44.03% to the close. The turnover rate throughout the day was 71.25% and the turnover was 1.114 billion yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 11 were net bought by the institution and Jiangsu Zhongtian Technology Co.Ltd(600522) was the most bought, with a total of 355 million yuan. In addition, 13 shares were sold by institutions, and Huabao Flavours & Fragrances Co.Ltd(300741) was sold the most, with a net sales of 74.7067 million yuan in three days.
margin trading : as of January 25, the balance of two financial transactions in Shanghai and Shenzhen was 1764.347 billion yuan, a decrease of 12.809 billion yuan compared with the previous trading day. Among them, the financing balance was 1664.855 billion yuan, a decrease of 9.145 billion yuan compared with the previous trading day; The balance of securities lending was 99.492 billion yuan, a decrease of 3.664 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.7400% overnight, down 19.1 basis points; Shibor reported 2.0880% in seven days, down 0.5 basis points; Three month Shibor reported 2.4600%, down 0.4 basis points.
foreign exchange
On January 26, the central parity rate of RMB was reported at 6.3246, up 172 points, and the central parity rate of the previous trading day was reported at 6.3418. The onshore RMB closed at 6.3219 against the US dollar, up 33 basis points from the previous trading day.
property market observation
financial Associated Press: Xiamen municipal government recently issued the “Regulations on the management of pre-sale of commercial housing in Xiamen”, and the new regulations will come into force on April 1, 2022. In terms of supervision of pre-sale funds, further strengthening the supervision of pre-sale funds is an important management measure to ensure the smooth completion of pre-sale projects, and it is one of the important contents of this revision.
Xinhuanetco.Ltd(603888) : the housing provident fund management center directly under Zhejiang Province issued a provident fund loan of 500000 yuan to Ms. Ma, a citizen of Hangzhou. This is the first successful provident fund loan for self traded second-hand housing in Hangzhou, and there are more loan options for self traded second-hand housing.
international information
finance and economics of China Central Television: in an interview on the 25th local time, Gita, the first vice president of the International Monetary Fund, said that the impact of the Russian Ukrainian conflict on the energy market is likely to lead to a further rise in oil and natural gas prices, which will have a broader impact on the energy costs of many countries around the world. In terms of overall inflation, it will lead to higher inflation for a longer time.
China Central Television news client: on the 26th local time, Russian Foreign Minister Lavrov said that Russia is committed to reducing its dependence on the US dollar. Everything the United States does is to make people in other countries lose confidence in their own currency. Lavrov said Russia is accelerating the reduction of its dollar reserves. “We encourage local currency settlement in various ways. This trend has aroused the vigilance of the United States…” Lavrov said that although the financial information transmission system developed by the Russian central bank is not as stable as swift international payment system, Russia’s own system has begun to operate. He believed that Russia should adhere to de dollarization on the premise of ensuring its own economic balance.
futures market
China Futures: most of China’s commodity futures closed up, with styrene, soda ash, iron ore and power coal up more than 3%, ethylene glycol, Zheng alcohol, staple fiber, PTA, fuel oil, plastics and beans up more than 2%, and crude oil, Shanghai aluminum, asphalt, PP, PVC, coke, palm, starch, glass, rapeseed meal and Shanghai copper up more than 1%.
International Futures: New York oil prices rose on the 26th. The price of New York light crude oil futures for March delivery rose $1.75 to close at $87.35 a barrel. February gold futures, the most actively traded gold futures market on the New York Mercantile Exchange, fell $22.8 on the 26th from the previous trading day to close at $1829.7 an ounce, down 1.23%.
overseas index
US stock market: the Federal Reserve kept the interest rate decision unchanged. Influenced by Powell’s hawkish remarks, the three major US stock indexes rose and fell, with mixed closing. The Dow fell 0.38% after rising about 1.5%; The S & P 500 index fell 0.15% after rising more than 2.2%; The NASDAQ rose 0.02% after rising about 3.4%.
European stock market: London stock market, the financial times 100 stock average price index 26 closed at 7469.78, up 98.32 points or 1.33% from the previous trading day. France Paris Stock Market CAC40 index closed at 6981.96 points, up 144.00 points or 2.11% over the previous trading day; Germany’s Frankfurt DAX index closed at 15459.39, up 335.52 points or 2.22% from the previous trading day.
Asia Pacific Stock Market: the Nikkei 225 index closed down 105.84 points, or 0.39%, at 27025.50 on Wednesday, January 26. South Korea’s Kospi index closed down 11.15 points, or 0.41%, at 2709.24.
