hotspot focus
\u3000\u30001。 China’s official manufacturing PMI in January was 50.1, down 0.2 percentage points from the previous month. The manufacturing purchasing manager index, non manufacturing business activity index and comprehensive PMI output index are all in the expansion range higher than 50.0. The overall economy continues to recover its development trend, but the boom level is lower than that in December last year.
\u3000\u30002。 At the end of 2021, China’s real estate development loan balance was 12.01 trillion yuan, a year-on-year increase of 0.9%; The balance of individual housing loans was 38.32 trillion yuan, a year-on-year increase of 11.3%, 3.3 percentage points lower than that at the end of the previous year.
\u3000\u30003。 The official website of the Ministry of Education announced on Sunday (January 30). Recently, the Ministry of education, the national development and Reform Commission and the State Administration of market supervision jointly issued a notice to deploy the special rectification of non disciplinary after-school training fees, requiring strict investigation and punishment of malicious price increases, illegal dumping and other issues. The notice points out that with the arrival of the winter vacation, the marketing of non-disciplinary training is heating up rapidly. Some training institutions take the opportunity to raise prices and dump class hours, create anxiety, increase the family economic burden, and offset the “double reduction” effect to a certain extent. It is necessary to comprehensively strengthen the supervision of non-disciplinary after-school training and constantly consolidate and deepen the results of governance.
\u3000\u30004。 The 14th five year plan for the development of pharmaceutical industry issued by the Ministry of industry and information technology and other nine departments puts forward that during the 14th Five Year Plan period, the average annual growth rate of operating revenue and total profit of pharmaceutical industry will remain above 8%, the proportion of added value in all industries will increase to about 5%, and the concentration of industry leading enterprises will further increase; Innovation driven transformation has achieved remarkable results, and the R & D investment of the whole industry has increased by more than 10% annually; By 2025, the main economic indicators will achieve medium and high-speed growth, the innovation achievements in frontier fields will be prominent, the proportion of new sales of innovative products in the increment of operating revenue of the whole industry will be further increased, the modernization level of industrial chain will be significantly improved, the supply guarantee system of pharmaceutical machinery will be further improved, and the internationalization level will be comprehensively improved.
\u3000\u30005。 Recently, the national development and Reform Commission and the National Energy Administration issued guidance on accelerating the construction of a national unified power market system. Study and promote the timely establishment of a national power trading center.
\u3000\u30006。 The U.S. Department of Commerce’s price index rose 28.5% year-on-year in May, 1982, the highest year-on-year increase expected by the U.S. Department of Commerce. The core PCE price index rose 4.9% year-on-year, the highest level since April 1983. It is expected to be 4.8%, compared with the previous value of 4.7%. Non inflation adjusted personal consumption expenditure fell 0.6% month on month in December, the first decline in expenditure since February 2021, while personal income rose 0.3% month on month
\u3000\u30007。 The employment cost index (ECI) of the US Department of labor increased by 4% year-on-year in the fourth quarter of last year, the highest since 2001 and rising strongly for two consecutive quarters. The analysis said that this shows that the employment market is tightening rapidly and supports the fed to raise interest rates as soon as possible. Powell listed the ECI index as the key reason for the Fed’s shift to a more aggressive stance on inflation in December.
global index
Major global indexes on the previous trading day
The three major US stock indexes jumped collectively in late trading, with the Dow Jones index up 1.65% to 34725.47 and the S & P 500 index up 2.43% to 4431.85; The Nasdaq composite index rose 3.13% to 13770.60. Hot stocks, medium and large technology stocks all closed up, and medium concept stocks rose as a whole.
The Hong Kong stock market continued its correction trend. As of the close, the Hang Seng Index fell 1.08% to close at 23550.08 points; Hang Seng technology index fell 1.71% to close at 5291.70; The SOE index fell 0.98% to close at 8210.29. The automobile and lithium battery sectors continued to be sold off by the market, education stocks rebounded, and the Department Store sector also rose.
Hong Kong stocks opened for half a day today and closed in the afternoon until February 4.
company news
Clear medical (01406. HK): from January 31 to February 10, 136 million shares are proposed to be issued at the offering price of HK $1.6 – HK $3 per share
Huitongda network (09878. HK): offering from January 31 to February 10, the company plans to issue 51.6062 million H shares at an offering price of HK $43.00 to HK $48.00 per share
China Heilongjiang Agriculture Company Limited(600598) (00039. HK): Li Jiehong has resigned as executive director and no longer serves as chairman of the board of directors. Jiang Jianjun has been appointed as executive director, chairman of the board of directors, chairman of the nomination committee and member of the Remuneration Committee
Kang Fang biological -B (09926.HK): new tumor immunotherapy new drugs have been approved in China, combined chemotherapy first-line treatment of non resectable locally advanced or metastatic three negative breast cancer II phase clinical research, Ivonescimab combined chemotherapy for EGFR-TKI resistant EGFR mutation of advanced non-small cell lung cancer III phase clinical trial completed the first patient to give medicine.
Xiansheng Pharmaceutical (02096. HK): sim0235 new drug clinical trial application was approved by the US Food and drug administration
Macao Lijun (01680. HK): the board of directors knows that the executive director, CO chairman of the board of directors, chief executive officer and controlling shareholder of the company, Chen Ronglian, has been arrested and detained by the Macao judicial police.
