[internal reference] Cui Chenlong: the fundamentals of the new energy industry broke out in the year of the tiger to avoid frequent short-term transactions


daily collection

China Central Television: according to the Ministry of Commerce, on January 26, 2022, the WTO arbitration tribunal issued an award in the WTO dispute case of China v. the United States on Countervailing Measures, which found that China could retaliate against the United States in the field of trade in goods by us $645 million a year because the United States failed to implement the effective WTO award. The successful outcome of this case is of great significance for correcting the illegal countervailing practices of the United States, safeguarding the legitimate trade interests of Chinese enterprises and safeguarding the multilateral trading system.

Securities Times: Contemporary Amperex Technology Co.Limited(300750) (300750) released a performance forecast on the evening of January 27. It is estimated that the net profit attributable to the parent company in 2021 will be 14-16.5 billion yuan, with a year-on-year increase of 150.75% - 195.52%. The main reasons for the increase of performance in 2021 compared with the same period of last year are: the increase of market penetration of new energy vehicles and energy storage in 2021 drives the growth of battery sales; The company has made progress in market development, released new production capacity and increased production and sales accordingly; The company strengthened cost control and reduced the proportion of expenses in revenue.

interface news: the State Council issued the "14th five year plan" for the modernization of market supervision. It is mentioned that we should strengthen the construction of advanced measurement system with quantum measurement as the core, accelerate the establishment of a new generation of national measurement standards, promote the upgrading of social public measurement standards, and formulate a number of important measurement technical specifications related to the national economy and the people's livelihood. Reform and improve the management systems of type approval, verification and legal supervision of measuring instruments, dynamically adjust the catalogue of measuring instruments under compulsory management, and improve the supervision system of commodity quantity and measurement data. Further promote the reform, innovation and development of measurement technology institutions, explore effective ways to build the measurement calibration market and calibration institutions, standardize the measurement calibration market, and meet the market demand for quantity traceability and testing services.

surging news: recently, the National Health Commission published the letter on the reply to proposal No. 4201 of the fourth session of the 13th National Committee of the Chinese people's Political Consultative Conference on its official website. In the reply to the proposal on banning underground "commercial trading of eggs", the National Health Commission mentioned that legal ways of egg donation and storage should be established and improved, The National Health Commission has initiated the revision of relevant management measures, basic standards and technical specifications of assisted reproductive technology.

macroeconomic

Ministry of transport: the first plenary meeting of the inter ministerial Joint Conference on coordinated supervision of new transportation formats was held in Beijing in 2022. The meeting required that first, we should accelerate the compliance of online car Hailing. Make overall use of interview exposure, law enforcement punishment, credit supervision and other means to urge all localities and major online car Hailing platform enterprises to formulate compliance work plans, reverse the time and speed up the promotion. Continue to disclose compliance progress and strengthen social supervision. Second, we should earnestly protect the rights and interests of consumers and employees. Third, we should continue to deepen the reform of taxi. We will deepen price reform, guide all localities to speed up the establishment and improvement of a dynamic adjustment mechanism for cruise vehicle freight rates, and promote the implementation of government guided prices if conditions permit. Fourth, we should effectively prevent the disorderly expansion of capital.

Anhui development and Reform Commission: guide real estate, automobile and household appliance sales enterprises to expand commodity consumption in the peak consumption season of the Spring Festival by means of free handling fees by stages, giving deduction vouchers, reducing the proportion of down payment and subsidy replacement. We will accelerate the construction of indemnificatory housing, develop the long-term rental housing market, and steadily promote the "same right of rent and purchase". Encourage home decoration enterprises to carry out "Wanjia lights" and other home decoration promotion activities.

financial Associated Press: the 2022 National Conference on the supervision and management of medical devices was held in Beijing. The meeting defined the key work of medical device supervision in 2022: first, promote the reform of medical device review and approval system in depth. Second, continue to strengthen the basic capacity-building of medical device registration. Third, fully support the high-quality innovative development of the medical device industry. Fourth, continuously improve the level of medical device registration management.

China Finance magazine: sun Guofeng, director of the Monetary Policy Department of the central bank, wrote in China finance that this year we should improve the formation and transmission mechanism of market-oriented interest rates, and improve the policy interest rate system with open market operating interest rates as short-term policy interest rates and medium-term lending convenience interest rates as medium-term policy interest rates, Cultivate the interbank benchmark interest rate system represented by the repurchase interest rate of deposit institutions in the interbank market, and dredge the interest rate transmission mechanism.

industry dynamics

interface news: China Automobile Circulation Association WeChat official account for January 27th, the consumption holiday is expected to increase near the Spring Festival holiday. In January, the second-hand car market grew moderately in the third week, maintaining the average daily trading scale of second weeks, with an average daily volume of 66 thousand and 600 vehicles, a 0.25% increase over the same period, an increase of 5.38% over the third week period in December.

financial Associated Press: the Civil Aviation Administration recently issued the special plan for civil aviation green development in the 14th five year plan. It is mentioned that we should accelerate the improvement of the green civil aviation governance system, and put forward five tasks: improving the policy supervision system, improving the standard system, improving the corporate responsibility system, improving the green civil aviation supply system and improving the ability to participate in the global civil aviation environmental governance. We will further implement the low-carbon development strategy and propose four tasks: accelerating the promotion of green and low-carbon technologies, improving operation and management efficiency, strengthening the support and guarantee of air traffic control, and establishing a market-based civil aviation emission reduction mechanism.

first finance and Economics: Gao Feng, a spokesman for the Ministry of Commerce, said that in 2021, China's exports of mechanical and electrical products reached 1986.04 billion US dollars, a year-on-year increase of 29.1%, accounting for 59% of foreign trade exports. The export scale and export increment of mechanical and electrical products reached a record high, with the highest growth rate in 11 years. In 2021, the export of mechanical and electrical products will achieve rapid growth.

CCTV news client: the Ministry of industry and information technology and the national development and Reform Commission jointly issued a notice on promoting cloud network integration and accelerating the construction of information infrastructure in small and medium-sized cities on January 27. The notice proposes that by 2025, the cloud network infrastructure covering small and medium-sized cities will be basically completed in the East, central and western regions and most parts of the northeast, and the construction goals of "thousands of cities and thousands of pools" and "thousands of cities and thousands of pools" will be realized, that is, Gigabit access capacity and cloud resource pool will cover more than 1000 small and medium-sized cities.

stock market focus

China Securities News: Citic Securities Company Limited(600030) told the reporter of China Securities News on January 27 that under the further hawkish attitude of the Federal Reserve's interest rate meeting, it is almost a foregone conclusion to raise interest rates in March, and the exit rhythm of monetary easing was faster in the first half of the year, triggering a negative resonance in the global equity market. Under the concern of the continuous adjustment of the overseas market during the long holiday, some A-share funds left the market ahead of schedule, resulting in the excessive release of negative sentiment in the market.

Citic Securities Company Limited(600030) further said that to sum up, under the resonance of "emotional bottom" and "market bottom", the overshoot of A-Shares brought better layout buying points for the market in the first half of the year.

Securities Times: Huatai Securities Co.Ltd(601688) the research institute said that the market's response to China's macro policy changes often has three stages of "inflection point, range and effectiveness", corresponding to the "policy bottom, emotional bottom and profit bottom" of a shares. Recently, the adjustment of A-Shares can be attributed to investors' excessive concern about the policy range and effectiveness of stable growth. With the increase of the strength of the stable growth policy after the festival, the valuation of A-Shares is expected to pick up, and the profit growth of A-Shares in the second half of the year is expected to pick up quarter by quarter, further supporting the trend repair of a shares.

Securities Times: a number of fund companies and some fund managers have announced self purchase in recent two days, indicating that they are willing to share risks with investors based on their confidence in the long-term healthy and stable development of China's capital market. Star public offerings such as e fund, GF fund, Harvest Fund, huitianfu, Wells Fargo fund and South Fund have issued self purchase announcements one after another.

financial Associated Press: Cui Chenlong said that the fundamentals of the new energy industry in the year of the tiger broke out in an all-round way, and it is suggested to make long-term investment. In 2022, both photovoltaic, wind power, lithium battery and operators are in the stage of rapid development of industry fundamentals. Although he firmly believes that the long-term stock price will return to the fundamentals, in some short-term stages, the deviation of stock price may be high, and this deviation is difficult to predict in advance. Therefore, it is suggested that investors try to avoid short-term frequent transactions to avoid losses due to transactions. I believe that time will reward long-term and correct investment.

Subscription of new shares: Kun hengshunwei

subscription of new bonds: none

IPO: Juncheng technology, Huakang medical, Shipu testing

new bond listing: none

company news

Jiangsu Guotai International Group Co.Ltd(002091) : it is proposed to invest 1.51 billion yuan to build a 300000 ton annual lithium-ion battery electrolyte project

Nanjing Hicin Pharmaceutical Co.Ltd(300584) : digestive products have little impact on operating performance

Lanzhou Foci Pharmaceutical Co.Ltd(002644) : actual controller or change

Shanghai Tianchen Co.Ltd(600620) : subsidiary signed a cooperation agreement with East China Hospital on the establishment of rehabilitation specialty alliance

Tianjin Zhonghuan Semiconductor Co.Ltd(002129) : the net profit in 2021 is expected to increase by 249% - 286% year-on-year

China Petroleum & Chemical Corporation(600028) : the net profit in 2021 is expected to increase by 103% - 122% year-on-year

Shan Xi Hua Yang Group New Energy Co.Ltd(600348) : the net profit in 2021 is expected to increase by 120% - 162% year-on-year

Aluminum Corporation Of China Limited(601600) : the net profit in 2021 increased by 561% - 615% year-on-year

Tongfu Microelectronics Co.Ltd(002156) : the net profit in 2021 increased by 174.8% - 195.48% year-on-year

St Furen: 2021 annual loss of 1.5-1.8 billion yuan

Jiangsu Aoyang Health Industry Co.Ltd(002172) : the concerted action person of the actual controller plans to reduce the holding of no more than 1.9962% shares

* ST HNA: it is estimated that the net profit in 2021 will be 4.5 billion yuan - 6.2 billion yuan

China Telecom Corporation Limited(601728) : the controlling shareholder plans to increase its holdings by no less than 500 million yuan

TCL Technology: it is estimated that the net profit in 2021 will increase by 128% - 153% year-on-year

data list

Shanghai and Shenzhen Stock Markets: the three major indexes rose or fell at the opening, and basically maintained a volatile downward trend throughout the day. As of the close, the stock index fell 1.78% and fell 3400 points; The Shenzhen composite index fell 2.77%; The gem index fell 3.25%. On the disk, only the coal sector was red, while all other sectors fell, with tourism, software services, the Internet and other sectors leading the decline.

Hong Kong stocks: Hong Kong Hang Seng Index fell 1.99%, and Hang Seng technology index fell 3.81%. Internet technology stocks fell collectively, with BiliBili down more than 9%, meituan down more than 6% and Alibaba down more than 7%. Education stocks fell, with China Education Holdings down more than 24% and Minsheng education down more than 17%.

Shanghai Shenzhen Hong Kong stock connect: on January 27, the northbound capital sold a net 14.624 billion yuan throughout the day, of which the Shanghai Stock connect sold a net 7.724 billion yuan and the Shenzhen Stock connect sold a net 6.9 billion yuan. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , Ping An Insurance (Group) Company Of China Ltd(601318) were net sold by 1.182 billion yuan, 1.139 billion yuan and 720 million yuan respectively. In terms of net purchases, Sungrow Power Supply Co.Ltd(300274) received a net purchase of 355 million yuan, Ganfeng Lithium Co.Ltd(002460) , Will Semiconductor Co.Ltd.Shanghai(603501) received a net purchase of 111 million yuan and 90 million yuan respectively.

dragon tiger list: on January 27, among the stocks on the list, the largest net capital inflow was Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , with a net purchase of 182 million yuan on the third day. Data show that the stock closed within the daily limit, up 20.44% in the past three days. Huatai Rongchao business center, which ranks first in net capital flow, bought 148 million yuan on the third day. A total of 34 stocks were involved in the institutional participation in the dragon and tiger list, of which 17 were net bought by the institution, Shandong Hi-Speed Road&Bridge Co.Ltd(000498) was the most bought, with a net purchase of 123 million yuan in three days. In addition, 17 shares were sold by institutions, and Guang Dong Fenghua Advanced Technology (Holding) Co.Ltd(000636) was sold the most, amounting to 187 million yuan.

margin trading : as of January 26, the balance of two financial transactions in Shanghai and Shenzhen was 1757.189 billion yuan, a decrease of 7.158 billion yuan compared with the previous trading day. Among them, the financing balance was 1657.558 billion yuan, a decrease of 7.297 billion yuan compared with the previous trading day; The balance of securities lending was 99.631 billion yuan, an increase of 139 million yuan over the previous trading day.

Shibor : Shibor reported 1.6140% overnight, down 12.6 basis points; Shibor reported 2.1200% in seven days, up 3.2 basis points; Three month Shibor reported 2.4570%, down 0.3 basis points.

foreign exchange

On January 27, the central parity rate of RMB was reported at 6.3382, down 136 points, and the central parity rate of the previous trading day was reported at 6.3246. The onshore RMB closed at 6.3645 against the US dollar at 16:30 on January 27, down 426 points from the previous trading day.

property market observation

21 caiwenhui: from December 2021 to the deadline of the reporter, there were new changes or new trends in the housing provident fund policy of about 30 cities.

Including raising the loan limit of housing provident fund, only recognizing loans but not houses, reducing the down payment proportion of second set of housing, raising the lower limit of deposit base, talents can pay down payment with housing provident fund for house purchase, relaxing the withdrawal and use conditions of housing provident fund, expanding the use of housing provident fund, etc.

surging news: on January 27, Guangdong Real Estate Industry Association released the "analysis report of Guangdong real estate market in 2021". The report shows that the sales volume of commercial houses in Guangdong Province dropped in the second half of 2021, and the annual sales area decreased by 6% year-on-year. In the report, Guangdong real estate industry association suggested that real estate enterprises effectively improve their political position, implement relevant regulatory policies, constantly enhance the awareness of discipline and law-abiding, integrity and self-discipline, reasonably control financial leverage, actively collect sales proceeds, ensure the safety of cash flow, and jointly promote the stability of land price, house price and expectation; Focus on the themes of the times such as ecological civilization, Rural Revitalization and urban renewal, actively change the development mode, vigorously develop prefabricated buildings and green buildings, and lead green production and lifestyle.

international information

financial Associated Press: with the approval of the State Council, the people's Bank of China and the Bank of Indonesia recently renewed the bilateral local currency swap agreement, with a swap scale of 250 billion yuan / 550 trillion Indonesian rupees. The agreement is valid for three years and can be extended with the consent of both sides. The renewal of the bilateral local currency swap agreement between China and Indonesia will help further deepen the monetary and financial cooperation between China and Indonesia, promote the facilitation of bilateral trade and investment, and maintain the stability of the financial market.

global network: Gaofeng pointed out on the afternoon of the 27th that the investment and operation of Chinese enterprises in India has created a large number of local employment opportunities in India and made a positive contribution to India's economic development. The summit stressed the hope that India can provide a fair, transparent and non discriminatory business environment for Chinese enterprises in India.

futures market

China Futures: China commodity futures closed up or down, with glass, soda ash and ethylene glycol rising by more than 4%, rapeseed meal, power coal, coking coal, soybean dioxide, styrene and PTA rising by more than 3%, palm, Shanghai tin, fuel oil, soybean meal, soybean oil, staple fiber, apple and LPG rising by more than 2%, and asphalt, crude oil and eggs rising by more than 1%. Shanghai silver fell by more than 3%, while rubber, Shanghai gold, pigs and pulp fell by more than 1%.

International Futures: on Thursday, US Eastern time, international oil prices fell. As of the closing, crude oil futures in March in New York fell US $0.74, or 0.85%, to US $86.61/barrel; Brent March crude oil futures fell $0.62, or 0.69%, to $89.34 a barrel. The international gold price fell significantly. As of the close, the February gold futures price, which was the most actively traded in the gold futures market of the New York Mercantile Exchange, fell $36.6 on the 27th from the previous trading day to close at $1793.1 an ounce, down 2%. International natural gas prices rose sharply. The settlement price of natural gas futures in New York in February closed up 46.48% to US $6.2650/million BTU.

overseas index

US stock market: on Thursday, US Eastern time, the three major indexes of US stocks fell collectively. As of the close, the Dow closed at 34160.78 points, down 7.31 points, or 0.02%; The NASDAQ closed at 13352.78 points, down 189.34 points, or 1.40%; The S & P 500 index closed at 4326.51, down 23.42 points, or 0.54%.

European stock market: major European stock indexes rose collectively on Thursday European time. As of the close, the FTSE 100 index 27 closed at 7554.31, up 84.53 points or 1.13% from the previous trading day; The French CAC40 index closed at 7023.80, up 41.84 points or 0.60% from the previous trading day; Germany DAX30 index closed at 15524.27, up 64.88 points or 0.42% from the previous trading day.

Asia Pacific stocks: the Nikkei 225 index fell 3.19% to 26150 points. South Korea's Kospi index fell 3.5% to 2614.49.

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