daily collection
financial Associated Press: the national development and Reform Commission and the Energy Administration issued guidance on accelerating the construction of a national unified power market system to explore green power trading. Innovate the system and mechanism, carry out the pilot of green power trading, find the environmental value of green power in a market-oriented way, and reflect the priority of green power in trading organization and power grid dispatching. Guide users in need to purchase green power directly, and promote power grid enterprises to give priority to the direct transaction results of green power. Do a good job in the effective connection between green power trading, green card trading and carbon emission trading. We will improve the market-oriented trading mechanism for distributed generation. Encourage distributed photovoltaic, decentralized wind power and other entities to trade directly with surrounding users, improve the transaction settlement, operation scheduling and other mechanisms between micro grid, small stock grid, incremental distribution network and large grid, and enhance the ability to absorb new energy and operate safely nearby.
CCTV news client: President Xi Jinping held talks with Russian President Vladimir Putin at the Diaoyutai State Guesthouse in Beijing on the afternoon of February 4. In a warm and friendly atmosphere, the two heads of state had an in-depth and full exchange of views on China Russia relations and a series of major issues related to international strategic security and stability. Xi Jinping stressed that we should strengthen strategic energy partnerships, steadily promote major oil and gas cooperation projects, strengthen joint innovation in major technologies in the energy field, expand new energy cooperation, support each other to ensure energy security, and promote the improvement of the global energy governance system.
interface news: the relevant person in charge of the national development and Reform Commission said a few days ago that infrastructure investment should be carried out moderately in advance and the implementation of 102 major projects in the 14th five year plan should be solidly promoted. We will promote the construction of new infrastructure and increase support for the optimization and upgrading of traditional industries to high-end, intelligent and green. We will strengthen the guarantee of land, sea and energy for major projects, and make good use of the investment in the central budget and the special bonds of local governments. Optimize the development environment of private economy, actively mobilize the vitality of social capital, and strengthen the effective supervision of capital according to law.
Xinhua News Agency: the State Council issued the measurement development plan (2021-2035). The plan defines four key tasks. The first is to promote measurement driven development. Strengthen the research on basic and cutting-edge technologies of measurement, digital transformation of measurement, new value transmission and traceability technologies, and key common measurement technologies, so as to build a good ecosystem of scientific and technological innovation in measurement. Second, strengthen measurement application and serve the development of key areas. Support advanced manufacturing and quality improvement, serve the development of high-end instruments and precision manufacturing, and improve the measurement support capacity in aviation, aerospace and marine fields. Optimize services in artificial intelligence and intelligent manufacturing, digital China, carbon peak carbon neutralization, public health and safety, etc. Third, strengthen the construction of measurement capacity and enable high-quality development. Fourth, strengthen measurement supervision and management and improve the efficiency of measurement supervision.
macroeconomic
Ministry of Finance: in 2021, the national general public budget revenue was 20253.9 billion yuan, a year-on-year increase of 10.7%. Among them, the central general public budget revenue was 9146.2 billion yuan, a year-on-year increase of 10.5%; Local general public budget revenue at this level was 11107.7 billion yuan, an increase of 10.9% year-on-year. The national tax revenue was 17273.1 billion yuan, a year-on-year increase of 11.9%; Non tax revenue was 2980.8 billion yuan, a year-on-year increase of 4.2%.
financial Associated Press: the Ministry of industry and information technology recently issued several opinions on the promotion and application of Beidou in the field of mass consumption, which proposed to expand the application scale of Beidou in vehicle terminals. Encourage vehicles to be equipped with Beidou terminals as standard, and improve the penetration of Beidou in vehicle applications. Explore the one click emergency rescue mode of vehicle Beidou Positioning + short message + 4G / 5G, and encourage qualified regions, vehicle enterprises and service providers to try first. Cultivate new applications of Beidou mass consumption. Encourage equipment, systems, software and other relevant enterprises providing time, location and communication services to use single-mode Beidou products or multi-mode Beidou products supporting Beidou’s independent functions, enrich Beidou’s product forms, and cultivate Beidou’s new mode of mass consumption and application and new business formats.
website of the national development and Reform Commission: the price department of the national development and Reform Commission issued a document pointing out that looking forward to 2022, the exogenous epidemic impact may gradually weaken, and the price operation is expected to depend more on economic endogenous factors. Internationally, high global inflation may remain for some time, but with the shift of monetary policy in major economies and the narrowing of the gap between supply and demand, international commodity prices continue to rise sharply, the momentum is insufficient, and the inflationary pressure is expected to weaken marginally.
national development and Reform Commission: the Social Department of the national development and Reform Commission issued a document on the 5th, pointing out that in the new year, we should promote the living service industry to make up for its shortcomings and promote the development of business forms to upgrade to high-quality diversification. Promote cultural and tourism integration and high-quality development, and strengthen the construction and protection of the Yellow River National Cultural Park and the protection, inheritance and utilization of the Grand Canal culture. Build a higher level public service system for national fitness and accelerate the construction of sports parks. Promote the quality and capacity expansion of domestic service industry, and guide the development of standardization, standardization and branding.
industry dynamics
China Securities News: according to qunar, we have received a notice from some Air China companies to resume the collection of fuel surcharges for passenger transportation on Chinese routes from February 5, 2022 (ticket issuing date). According to the notice received by qunar, the standard for levying fuel surcharge on Chinese routes this time is: 10 yuan for routes less than 800 kilometers (inclusive) and 20 yuan for routes more than 800 kilometers (inclusive). Taking the Beijing Shanghai route as an example, the flight distance from Beijing Capital International Airport to Shanghai Hongqiao International Airport is 1178 kilometers. According to the rules, a fuel surcharge of 20 yuan will be charged for one-way tickets. According to the person in charge of qunar ticket business, if passengers buy a ticket for travel on February 10 before February 5, even if passengers change their ticket on February 9, they only need to pay the rescheduling fee according to the regulations of the aviation department, and there is no fuel surcharge.
national development and Reform Commission: recently, the market price of iron ore rose sharply, and there were many abnormal fluctuations during this period. According to the analysis of relevant parties, at present, the supply and demand of iron ore market is generally stable, China’s inventory is at a high level for many years, and the price has risen too fast recently, which is hyped. The national development and Reform Commission attaches great importance to the changes in the market price of iron ore, and will conduct in-depth investigation with relevant departments, strengthen supervision, severely crack down on illegal acts such as spreading false information, bid up prices and malicious speculation, and study and further take effective measures to effectively ensure the stable operation of the market price of iron ore.
first finance: has learned from many wine dealers that the Baijiu market has been showing a dull overall performance so far this Spring Festival. Many wine traders surveyed said that Moutai did not sell well in the Spring Festival last year. Industry experts believe that this change is related to the gradual regression of Baijiu consumption under the epidemic situation, and the concept of Baijiu Spring Festival and other consumer nodes are gradually weakening.
China Securities News: the Beijing Winter Olympics brought fire to ice and snow consumption. Ctrip data show that the orders of ski tickets in the three days before the Spring Festival this year increased by 33% compared with last year, and the orders of ski hotels increased by 52% year-on-year. With the screen brushing of the Winter Olympic Games and the popularity of ice and snow tourism, listed cultural and tourism enterprises also aim at ice and snow tourism business opportunities and launch ice and snow tourism products one after another.
stock market focus
financial Associated Press: top quantitative private magic square quantitative announced on the evening of the 28th that out of its firm optimism about China’s economy and long-term confidence in the capital market, the company, all employees and shareholders decided to do their best to support the A-share market with their own funds. After coordination, all employees and shareholders will raise no less than 150 million yuan of their own funds within three trading days. Meanwhile, magic square quantification will raise no less than 200 million yuan of the company’s own funds within 10 trading days. All the above 350 million yuan will apply for the company’s products and invest in equity assets in the A-share market.
Securities Times: during the Spring Festival holiday of a shares, the vast majority of global stock markets, including U.S. stocks and Asian stock markets, strengthened. Among them, the NASDAQ index of U.S. stocks and Hang Seng technology index of Hong Kong stocks rose sharply, providing a good market environment for the performance of A-Shares after the festival. The data show that the performance of A-Shares on the first day and the first week after the Spring Festival in the past decade has a great randomness, and there is no very obvious law.
financial union: A opened in the year of tiger . In February 6th, Gao Shanwen issued a official account of the “economic observation” of the public, showing the latest judgement on the current economic and market situation. Gao Shanwen believes that the stabilization and rebound of the US S & P index in the past two weeks shows that the drag of external factors, even if it did have an impact, has been eliminated at least temporarily. What is the current position of a shares? Gao Shanwen believes that taking the historical level as a reference and combined with the gradual development of the steady growth policy, even considering the risk of profit downward revision, it can still be considered that the market is currently in a reasonable range, perhaps even in a reasonably low position.
China Securities News: the year of the tiger market of A-Shares is about to begin, and the stock selection layout suggestions of securities companies have been released one after another. According to incomplete statistics, up to now, 18 securities companies have released their portfolio and strategic views in February, and nearly 150 A shares and Hong Kong gold shares have been recommended. The distribution of gold stocks in power equipment, computer, automobile and other industries is relatively dense; In terms of individual stocks, Kweichow Moutai Co.Ltd(600519) , Midea Group Co.Ltd(000333) , Contemporary Amperex Technology Co.Limited(300750) , China Tourism Group Duty Free Corporation Limited(601888) and other industries have been recommended more often.
Subscription of new shares: Hefu China, China catalyst
subscription of new bonds: none
IPO: none
new bond listing: none
company news
Yonghui Superstores Co.Ltd(601933) : it is estimated that the net loss in 2021 will be 3.93 billion yuan
Wuliangye Yibin Co.Ltd(000858) : it is proposed to expand the capacity of the koji making workshop. The total investment of the project is estimated to be 2.75 billion yuan
Walvax Biotechnology Co.Ltd(300142) : signed the technical development and commercialization cooperation agreement of covid-19 virus variant mRNA vaccine
Shenzhen Salubris Pharmaceuticals Co.Ltd(002294) : it is proposed to increase the total repurchase funds to 500 million yuan – 700 million yuan
Cansino Biologics Inc(688185) : it is estimated that last year’s net profit was 1.85 billion yuan – 2 billion yuan to turn losses into profits
Zte Corporation(000063) : the net profit in 2021 increased by 52.59% – 69.02% year-on-year
Maccura Biotechnology Co.Ltd(300463) : the net profit in 2021 is expected to increase by 15% – 25% year-on-year
Nuode Investment Co.Ltd(600110) : the net profit in 2021 increased by 7142% – 7699% year-on-year
Baoshan Iron & Steel Co.Ltd(600019) : net profit in 2021 is expected to increase by 86% – 89%
Jc Finance & Tax Interconnect Holdings Ltd(002530) : shareholder Dongfang of Japan plans to reduce its shares of the company by no more than 2%
Guangzhou Shangpin Home Collection Co.Ltd(300616) : shareholders plan to reduce their shares by no more than 4.98%
Anhui Fengxing Wear Resistant Materials Co.Ltd(002760) : shareholder Chen Xiao plans to reduce his shares by no more than 6.02%
Zhejiang Shapuaisi Pharmaceutical Co.Ltd(603168) : shareholder Shanghai Jingxing plans to reduce its shares by no more than 2%
China Petroleum Engineering Corporation(600339) : subsidiary signed 2 billion yuan EPCC EPC contract with ExxonMobil Iraq Co., Ltd.
data list
Shanghai and Shenzhen Stock Markets: the three major indexes opened high and went low in the morning of 28, and all turned green at one time. Near the midday closing, the three major indexes rebounded from the bottom and turned red collectively. In the afternoon, the Shanghai index and Shenzhen Composite Index turned green again. As of the close, the Shanghai index fell 0.97%, the Shenzhen composite index fell 0.53% and the gem index rose 0.07%. On the disk, tourism, public transport, agriculture, forestry, animal husbandry and fishery sectors led the increase; Coal, wine, oil and other sectors led the decline.
Hong Kong stocks: Hang Seng Index closed up 3.24% on the first day of the year of the tiger, Hang Seng technology index rose 3.05%, and Baidu and Alibaba rose nearly 6%. Auto stocks, sporting goods stocks and catering sectors led the gains, with ideal cars up more than 12%, Xiaopeng cars up more than 11% and Byd Company Limited(002594) shares up more than 7%. Their January delivery data were strong. Haidilao rose more than 8% and Li Ning rose more than 7%.
Shanghai Shenzhen Hong Kong stock connect: on January 28, northbound funds sold a net 12.466 billion yuan throughout the day, exceeding 10 billion yuan for two consecutive days, the first time since August last year. Among the top ten traded shares, Kweichow Moutai Co.Ltd(600519) , Byd Company Limited(002594) , Ping An Insurance (Group) Company Of China Ltd(601318) were net sold by 1.857 billion yuan, 802 million yuan and 545 million yuan respectively. The net purchases of Sungrow Power Supply Co.Ltd(300274) , Gree Electric Appliances Inc.Of Zhuhai(000651) , Yunnan Energy New Material Co.Ltd(002812) ranked among the top three, with net purchases of 490 million yuan, 133 million yuan and 49 million yuan respectively.
dragon tiger list: on January 28, among the stocks on the list, the largest net capital inflow was Ningbo Orient Wires & Cables Co.Ltd(603606) , with a net inflow of 335 million yuan in the three days. Data show that the stock rose 9.2% during the day and 21.39% in the past three days. A total of 22 stocks were involved in the institutional participation in the dragon and tiger list, of which 13 were net bought by the institution, Ningbo Orient Wires & Cables Co.Ltd(603606) was the most bought, with a net purchase of 446 million yuan in three days. In addition, 9 shares were sold by institutions, and Lianchuang Electronic Technology Co.Ltd(002036) was sold the most, amounting to 41.1252 million yuan.
margin trading : as of January 27, the balance of two financial transactions in Shanghai and Shenzhen was 1743.672 billion yuan, a decrease of 13.517 billion yuan compared with the previous trading day.
Among them, the financing balance was 1648404 million yuan, a decrease of 9.154 billion yuan compared with the previous trading day; The balance of securities lending was 95.268 billion yuan, a decrease of 4.363 billion yuan compared with the previous trading day.
Shibor : Shibor reported 2.1550% overnight, up 90.0 basis points; Shibor reported 2.2720% in seven days, up 2.1 basis points; Shibor reported 2.4560% in three months, unchanged from the previous day.
foreign exchange
On January 28, the central parity rate of RMB was reported at 6.3746, down 364 points, and the central parity rate of the previous trading day was reported at 6.3382. The onshore RMB closed at 6.3636 against the US dollar, up 9 points from the previous trading day.
property market observation
China News Network: “for the second-hand house that has been neglected for two months, there were suddenly many invitations to see the House years ago”. Mr. Niu, who plans to sell a house in Changping District, Beijing, told China news agency that he can clearly feel the increase in market activity recently. This benefits from the support of relevant policies. After the overall RRR reduction in December last year, interest rates were cut again at the beginning of 2022, which was tight and the real estate financial environment was loose. In addition, more and more cities have introduced supportive policies such as house purchase subsidies, relaxation of provident fund and reduction of settlement threshold, and the “policy bottom” of real estate seems to have appeared.
brokerage China: according to the data of Shenzhen housing and Urban Rural Development Bureau, only 1557 second-hand commercial houses were sold in Shenzhen in January, lower than 1605 in October 2021, another record low in nearly a decade; The transaction area was 147300 square meters, down 75.04% year-on-year. According to the National Bureau of statistics, second-hand house prices in Shenzhen fell by 0.4%, the largest decline among first tier cities, and have fallen for eight consecutive months. At the same time, according to the latest report released by Kerui real estate research center, the land market continues to be bleak. Three rounds of centralized land auction in Shenzhen, Suzhou, Ningbo and Wuxi have been opened, and the heat of land auction is lower than that of the second round. The premium rate has reached a new low, and the flow auction rate is still at a high level of 23%. In the case of no substantial improvement in financial pressure, it is the consensus of real estate enterprises to take land slowly or even not.
China News Network: according to the data released by Zhongyuan Real Estate Research Center on the 5th, in January 2022, more than 66 real estate related policies were issued across China, most of which were mainly supportive policies such as loose provident fund policy and talent rent and house purchase subsidy. This is the most intensive period for the introduction of China’s real estate related policies in recent months, up 57% from January 2021.
international information
China Central Television: data show that as of January 31, the total outstanding public debt of the United States was $30.01 trillion, an increase of nearly $7 trillion over the end of 2019. According to a number of US media reports, in order to alleviate the impact of covid-19 epidemic on the US economy in the past two years, the US government has adopted a large-scale fiscal incentive policy and issued a large number of additional US dollars and treasury bonds, resulting in a surge in the total amount of US Treasury bonds.
China Central Television news client: on February 4 local time, the January employment report of the country released by the U.S. Department of labor showed that the number of non-agricultural employment in the United States increased by 467000 in January, greatly exceeding the previous growth expectation of 125000, and the number of new employment after the correction in December was 510000. The US Department of labor data also showed that the US unemployment rate was 4.0% in January, compared with 3.9% previously expected; The average hourly salary in January increased by 0.7% month on month, which was previously expected to be 0.5%, and the average hourly salary after menstruation correction in December increased by 0.5%; The average hourly salary in January increased by 5.7% year-on-year, compared with 5.2% previously expected.
Shanghai Securities News: Chile’s constitutional assembly preliminarily approved a proposal this week, which was submitted and approved by the parliamentary Environment Committee, aiming to promote the nationalization of copper, lithium and other strategic assets. This shows that the nationalization of lithium and other mineral resources in Chile has taken a key step.
futures market
China Futures: China commodity futures closed up or down, with the main iron ore contract up more than 7%, pulp up more than 5%, LPG up more than 4%, ferrosilicon, manganese silicon, coke and soybean oil up more than 3%, coke, thread, hot coil, glass and palm up more than 2%, and Shanghai aluminum, soybean meal and starch up more than 1%. Thermal coal fell more than 6%, Huyin and urea fell more than 3%, and crude oil and plastics fell more than 2%.
International Futures: on Friday, Eastern time, international oil prices rose significantly. As of the close, March crude oil futures in New York closed up $2.04, or 2.26%, to $92.31/barrel, a new high since the end of September 2014; Brent April crude oil futures closed up $2.16, or 2.36%, at $93.27/barrel. International gold prices rose. As of the closing, the price of gold futures for April delivery on the New York Mercantile Exchange rose $3.7, or 0.21%, to close at $1807.8 an ounce, up more than 1% this week.
overseas index
U.S. stock market: on Friday, Eastern time, the three major U.S. stock indexes rose or fell. As of the close, the Dow fell 21.42 points to close at 35089.74 points, down 0.06%, up 1.05% this week; The NASDAQ rose 219.19 points, or 1.58%, to close at 14098.01, up 2.38% this week; The S & P 500 index rose 23.09 points, or 0.52%, to close at 4500.53, up 1.55% this week.
European stock market: on Friday, European time, the main indexes of European stocks fell collectively. As of the close, the UK FTSE 100 index closed at 7516.40 points, down 12.44 points or 0.17% from the previous trading day; The French CAC40 index closed at 6951.38, down 54.25 points or 0.77% from the previous trading day; Germany DAX30 index closed at 15099.56, down 268.91 points or 1.75% from the previous trading day.
Asia Pacific Stock Market: on February 4, the Nikkei 225 index closed up 0.73% to 27439.99. South Korea’s Kospi index closed up 42.44 points, or 1.57%, at 2750.26.
