[Focus]
The customs will try some rules of cptpp in some pilot free trade zones. Many banks support real estate M & A financing, and M & A projects will continue to increase. In January, only 1557 second-hand houses were sold in Shenzhen, another record low in nearly a decade. The EU classifies specific nuclear power and natural gas as "transitional" energy for sustainable investment.
[highlights of China]
· according to the data of the special spring festival transportation work class of the joint prevention and control mechanism of the State Council, 17.57 million passengers are expected to be sent across the country on the 18th day of the Spring Festival transportation; Among them, the railway is expected to send 3.8 million passengers, 12.5 million by road, 540000 by waterway and 730000 by civil aviation. The estimated flow of expressways across the country is 34.8584 million.
· in 2022, the customs will try some rules of the comprehensive and progressive cross The Pacific Securities Co.Ltd(601099) partnership agreement (cptpp) in some pilot free trade zones. Ni Yuefeng, director of the General Administration of customs, said at the recent 2022 national customs work conference that he would actively promote the construction of the opening-up platform, promote the integration, innovation, replication and promotion of the customs supervision system in the pilot Free Trade Zone, and try some cptpp rules in some pilot free trade zones. He said that in 2022, the customs supervision framework plan and organization preparation plan of Hainan free trade port will be implemented, the pilot of "first-line liberalization and second-line control" will be promoted, and the preparations for the customs closure operation of the whole island will be solidly promoted.
· China Light Industry Federation recently announced the economic operation of China's light industry in 2021. In 2021, the light industry achieved an operating revenue of 22.4 trillion yuan, a year-on-year increase of 14.4%, an increase of 13.1% over 2019; The profit was 1.4 trillion yuan, an increase of 7.4%; The export of light industry exceeded US $900 billion, with a year-on-year increase of 30%. In 2021, the added value of light industry increased by 11.1% year-on-year, 1.5 percentage points higher than that of national industry.
· according to the latest data of China Fund Industry Association, as of the end of last year, the net asset value of domestic public funds reached 25.56 trillion yuan. There are 137 fund management companies in China. Among them, there are 45 foreign investment fund management companies and 92 domestic fund management companies; 12 securities companies or asset management subsidiaries of securities companies and 2 insurance asset management companies have obtained the qualification for public fund management.
· Real Estate Project M & A is receiving support from the banking industry. Since the issuance of the notice on doing a good job in M & a financial services for risk disposal projects of key real estate enterprises, many banks such as Shanghai Pudong Development Bank Co.Ltd(600000) , China Merchants Bank Co.Ltd(600036) and Guangdong Development Bank have stated that they will provide financing support for real estate M & A, including M & a theme bonds, M & A loans, M & a funds, asset securitization, etc, It is estimated that the total M & A financing support will exceed 30 billion yuan.
· on February 2, the report released by Kerui real estate research center showed that the three rounds of centralized land auction in Shenzhen, Suzhou, Ningbo and Wuxi were launched, and the heat of land auction was lower than that in the second round. The premium rate in January hit a new low of 23%. In terms of land auction, the average auction rate rose to 21% in key monitoring cities.
· according to the data of Shenzhen real estate information platform, in January 2022, only 1557 second-hand commercial houses were sold in Shenzhen, with a transaction area of 147300 square meters, a year-on-year decrease of 75.04%. This is the monthly turnover of second-hand houses in Shenzhen fell below 2000 units again, lower than 1605 units in October last year, another record low in nearly a decade.
· Beijing Centergate Technologies (Holding) Co.Ltd(000931) bank and Liaoning Zhenxing bank announced that in order to accelerate the pace of digital transformation, they will stop cash collection and payment business, involving counter cash deposit and withdrawal, ATM self-service channels, etc.
· on China United Network Communications Limited(600050) 3, a statement was issued in response to China United Network Communications Limited(600050) (America) Operation Co., Ltd. receiving the order of the Federal Communications Commission (FCC) to revoke the 214 license on February 2, local time. The statement of China United Network Communications Limited(600050) pointed out that China United Network Communications Limited(600050) Americas has always operated in accordance with U.S. laws and regulations. In the past 20 years, it has provided customers with global comprehensive telecommunications services and solutions and become a trusted partner of customers. This time, the FCC of the United States made the decision to revoke the 214 license of China United Network Communications Limited(600050) American company without listing specific facts and due process, and China United Network Communications Limited(600050) American company will actively safeguard the legitimate rights and interests of the company and customers. China United Network Communications Limited(600050) group company will pay close attention to the development of the situation.
[International highlights]
· on the 2nd, the European Commission passed a supplementary authorization bill on the classification regulations on combating climate change, which classified nuclear power and natural gas meeting specific conditions as "transitional" energy for sustainable investment, and set technology screening standards and emission standards for corresponding nuclear power and natural gas projects. The new bill will be submitted to the European Parliament for consideration. Once passed, it will officially enter into force on January 1, 2023. However, this bill has been strongly opposed by some member states such as Austria and Luxembourg. There are objections that the inclusion of natural gas in the classification regulations is completely contrary to the purpose of the regulations, and the inclusion of nuclear power in the classification regulations has a high risk.
· Changcheng Yoshida, deputy governor of the Bank of Japan, said that the Fed's policy adjustment was one of the reasons for the rise in treasury bond yields. There are no plans to modify the Bank of Japan's monetary policy. It is too early for the Bank of Japan to discuss further easing measures, but additional easing has always been an option for the Bank of Japan. If necessary, the Bank of Japan will not hesitate to increase easing.
· Turkey's official data show that the inflation rate in Turkey soared to 48.69% in January, a new high in nearly 20 years, driven by rising energy and food prices and a weak lira. In January, Turkey's CPI rose 48.69% year-on-year and 11.1% month on month. In that month, producer prices rose by 10.45% and the annual inflation rate reached 93.53%. Energy inflation rose to 76.38% from 42.93% in December. In January this year, the government announced a historic increase in household electricity prices, up 130%. Affected by the bad weather, the annual increase of food prices, which account for about a quarter of the consumption basket, accelerated to 55.61%.
· according to the statistics provided by IDC, a market research organization, 169 million tablets were shipped worldwide in 2021, an increase of 3.2% over the previous year. Apple firmly took the first place. In 2021, it sold 57.8 million iPads, equivalent to the sum of the second and third place, with a year-on-year increase of 8.4% and a market share of 34.2%; Samsung ranked second, selling 30.9 million units in 2021, with a year-on-year increase of 3.8% and a share of 18.3%; Lenovo ranked third, selling 17.77 million units in 2021, with a year-on-year increase of 19.2% and a market share of 10.5%; Amazon ranks fourth, with a market share of 9.5%; Huawei sold 9.7 million matepads in 2021, ranking fifth with a market share of 5.7%.
· the yield of German two-year Treasury bonds reached -0.439%, hitting a six-year high.
[economic data and dynamics (Beijing time)]
· (the Shanghai, Shenzhen, Hong Kong and Taiwan stock exchanges and major futures exchanges of China are closed)
· 18:00 euro zone December PPI monthly rate
· at 20:00, the Bank of England announced the interest rate resolution and meeting minutes
· 20:30 US January Challenger layoffs
· at 20:30, Bank of England governor Bailey held a press conference
· 20:45 ECB announces interest rate decision
· number of initial jobless claims for the week from 21:30 to January 29 in the United States
· at 21:30, ECB president Lagarde held a press conference
· 22:45 PMI final value of Markit service industry in the United States in January
· 23:00 US ism non manufacturing PMI in January
· 23:00 US December factory order rate
· 23:30 US EIA natural gas inventory for the week from January 28
