Market review:
From January 24, 2022 to the closing on January 28, 2022, the non bank financial sector fell by 5.26%, the CSI 300 index fell by 4.51%, and the non bank financial sector underperformed the CSI 300 index by 0.75pct. From the perspective of sector ranking, compared with other sectors, it ranks 15th among the 28 sectors of Shenwan. From the perspective of Pb valuation, the non bank financial industry fell to 1.41 times. Sub sector Pb is 1.60 for securities and 1.17 for insurance respectively. The weekly rise and fall of sub sectors were – 4.63% for securities and – 6.69% for insurance.
The top five stock price increases were Citic Securities Company Limited(600030) , Chinalin Securities Co.Ltd(002945) , China Merchants Securities Co.Ltd(600999) , Guolian Securities Co.Ltd(601456) , Guangdong Golden Dragon Development Inc(000712) .
The last five stock price declines were China Greatwall Securities Co.Ltd(002939) , Orient Securities Company Limited(600958) , Hongta Securities Co.Ltd(601236) , Shanghai Chinafortune Co.Ltd(600621) , Soochow Securities Co.Ltd(601555) .
Talk every Monday:
Guandian defense became the first Beijing stock exchange company to turn to the scientific and technological innovation board
On the evening of January 27, the deliberation results of the 7th Meeting of the municipal Party Committee on the science and Innovation Board of Shanghai Stock Exchange in 2022 announced that Guandian Defense met the listing conditions and information disclosure requirements of the board, and became the first Beijing stock exchange company to transfer the board.
Looking back on the promotion process of Guandian defense transfer board, it is only 79 days. On October 20, 2021, Guandian defense submitted the application materials for transferring the board to the science and innovation board to the Shanghai Stock Exchange; On November 10, 2021, Shanghai stock exchange accepted the application of Guandian defense board transfer; After only 79 days of review, Guandian defense successfully passed the meeting on January 27, 2022.
Review the whole development process of Guandian defense capital market. In February 2020, Guandian defense, which is still listed on the new third board, submitted IPO guidance materials and plans to log on the gem of Shenzhen Stock Exchange; In April 2020, Guandian defense was the first to apply for the listing of the selected layer, and became the first batch of selected layer enterprises in July; In August 2021, the first batch of selected tier enterprises met the time limit requirements for listing on the board, Guandian Defense announced to turn to the science and innovation board, and submitted the application documents for listing on the board to the Shanghai Stock Exchange in October of the same year; The Beijing Stock Exchange opened on November 15 of the same year, and 71 companies listed on the selected layer of the new third board, including Guandian defense, moved to the Beijing stock exchange; In January 2022, Guandian defense became the first direct board transfer company in China’s capital market after being deliberated and approved by the municipal Party Committee on the science and innovation board.
Guandian defense is a leading UAV service provider in China. It is also the first enterprise in China to engage in the R & D and service industrialization of UAV drug control products. Its main business is the R & D, production and sales of UAV flight services and data processing, UAV Systems and intelligent defense equipment. In the first three quarters of 2021, Guandian defense achieved a revenue of 175 million yuan and a net profit of 61.2309 million yuan.
Shanghai and Shenzhen stock exchanges issue bond trading rules and guidelines
The Shanghai and Shenzhen stock exchanges respectively issued bond trading rules and three supporting guidelines, and the three supporting applicable guidelines were refined and standardized from the aspects of bond trading participant management, general pledge repo transaction and bond market making.
Investment strategy and key recommendations: we believe that the securities sector will show a volatile trend. The performance of most securities companies in 2021 is expected to be good, and the trend of “the strong will always be strong” is presented. Among them, Citic Securities Company Limited(600030) revenue is as high as 76.6 billion, and the net profit is increased by 54% year-on-year. The comprehensive registration system will bring about the double improvement of business volume and efficiency, help the development of investment banking business of securities companies, and comprehensively reduce the standard to improve the overall valuation level of securities companies. We suggest that investors pay attention to the wealth management transformation targets such as China stock market news and Orient Securities Company Limited(600958) and the trademarks of head bonds such as Citic Securities Company Limited(600030) and Gf Securities Co.Ltd(000776) .
Risk warning: the risk of strengthening capital market supervision; The risk of intensified market competition; The epidemic control was less than expected.
