daily collection
China Finance: sun Tianqi, director of the financial stability bureau of the people’s Bank of China, wrote that financial licenses have borders. Expanding the opening-up of the financial industry is an inevitable requirement for building a new development pattern, but overseas institutions must abide by domestic regulatory rules when conducting business in China. For financial businesses that have been opened to the outside world, overseas institutions must operate legally and in compliance with relevant domestic licenses. Financial businesses prohibited in China and those not opened to the outside world shall not be operated in China by overseas institutions. It is illegal for an overseas institution to engage in prohibited financial businesses that are not open to the outside world or to carry out business in China only with an overseas license. The licenses of most small and medium-sized institutions in China also have geographical restrictions. If a financial institution only holds a license to expand its business in a certain region, it cannot expand its business in the whole country. National financial licenses can only be issued by the central financial management department.
financial Associated Press: in response to the online news that ” Contemporary Amperex Technology Co.Limited(300750) is seeking help from professional institutions in the United States to inquire about the possibility of being sanctioned by the United States” and other relevant information, Contemporary Amperex Technology Co.Limited(300750) responded to the reporter of the science and Innovation Board daily, “the online news that our company inquired about the possibility of being sanctioned from American institutions is false information.”
21 finance and Economics: the people’s Bank of China, the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission issued the 14th five year plan for the development of financial standardization. It is mentioned that we should steadily promote the development of legal digital currency standards. Comprehensively consider the security and credibility infrastructure, issuance system and storage system, registration center, payment transaction communication module, terminal application, etc., and explore the establishment and improvement of legal digital currency infrastructure standards. Research and formulate the information security standards of legal digital currency to ensure the storability, unforgeability, non repeatable transaction and non repudiation in the process of circulation. Study and formulate legal digital currency business and application standards, and establish standardized processes for issuance, circulation and withdrawal.
Ministry of Commerce: the Ministry of commerce should answer questions about the inclusion of 33 Chinese entities in the “unverified list” of export control by the United States. China firmly opposes the inclusion of Chinese entities in the “unauthenticated list” on the grounds that “their integrity cannot be verified due to the unsatisfactory completion of end-user visits”. In recent years, the United States has used export control as a tool for political repression and economic bullying, and has constantly taken unilateral measures to suppress and contain enterprises, institutions and individuals of other countries, creating difficulties and obstacles to normal economic and trade cooperation between Chinese and American enterprises, seriously undermining the international economic and trade order and free trade rules, and posing a serious threat to the global industrial chain supply chain, which is not conducive to China, Not good for the United States, not good for the whole world.
financial Associated Press: on Tuesday afternoon, foreign media reported that relevant funds of the Chinese government entered the market. According to people close to the regulatory authorities, the news is not true.
macroeconomic
central bank website: the central bank and the China Banking and Insurance Regulatory Commission issued the notice on the exclusion of affordable rental housing related loans from the management of real estate loan concentration on the 8th. From the date of printing and distributing this notice, The relevant loans issued by banking financial institutions to the indemnificatory rental housing projects with the letter of confirmation of indemnificatory rental housing projects are not included in the centralized management of real estate loans. Banking financial institutions should increase their support for affordable rental housing and provide financial products and services in accordance with the principles of legal compliance, controllable risk and commercial sustainability.
China government network: agree to work in Inner Mongolia Eerduosi Resources Co.Ltd(600295) City, Yangzhou City, Zhenjiang City, Taizhou City, Jinhua City, Zhoushan City, Maanshan City, Xuancheng City, Jingdezhen City, Shangrao City, Zibo City, Rizhao City, Xiangyang City, Shaoguan City, Shanwei City, Heyuan City, Yangjiang City, Qingyuan City, Chaozhou City, Jieyang City, Yunfu City, Nanchong City, Meishan City Honghe Hani and Yi Autonomous Prefecture, Baoji City, Kashgar region, Alashankou city and other 27 cities and regions have established comprehensive pilot zones for cross-border e-commerce.
surging news: under the policy environment of the central bank’s efforts to stabilize growth and broaden credit this year, the market is generally full of confidence in the “good start” of credit in January. Among them, from the perspective of comprehensive institutions, the new RMB loans in January are expected to exceed 3.5 trillion yuan in the same period last year. Bank Of Communications Co.Ltd(601328) the Financial Research Center believes that the policy is advanced and the banks have a “good start”. It is expected that the amount of new credit at the beginning of the year will be about 3.7 trillion yuan in January, higher than that in the same period last year; The credit balance is about 196.4 trillion yuan, and the year-on-year growth rate may drop slightly to about 11.4%.
Securities Times: on February 8, Li Xiaopeng, Minister of transportation, presided over a ministerial meeting to listen to reports on expanding effective investment in transportation and stabilizing economic growth. The meeting stressed that we should fully seize the opportunity, closely focus on the implementation of the outline for building a transportation power, the outline for the planning of the national comprehensive three-dimensional transportation network and the 14th five year plan series, accelerate the construction of transportation infrastructure, accelerate the construction of a modern and high-quality national comprehensive three-dimensional transportation network, and actively expand effective investment in transportation, Strive to achieve “stable opening” and “good opening”.
industry dynamics
financial Associated Press: according to the monitoring of the national development and Reform Commission, the national average pig grain price was 5.57:1 in the week from January 24 to 28, which was between 5:1 and 6:1 for three consecutive weeks, entering the level II early warning range of excessive decline set in the plan for improving the regulation mechanism of government pork reserves and ensuring supply and price stability in the pork market. The national development and Reform Commission will work with relevant departments to start the collection and storage of pork reserves as appropriate, and guide local governments to carry out the collection and storage according to regulations.
first finance and Economics: the latest research report on the operation of profitable civil aviation enterprises in 2021 issued by the comprehensive Department of Civil Aviation Administration shows that in 2021, China’s civil aviation industry lost 84.3 billion yuan in the whole year. However, the report also revealed that although the general operating difficulties of civil aviation enterprises have intensified, in addition to the three major aviation support enterprises, there are still 30 airports and five airlines that have made profits or even achieved contrarian growth.
financial Associated Press: experienced a long decline before the Spring Festival, and the Chinese clinker market rose after the festival. According to the digital cement network, since February 7, the price of cement clinker along the Yangtze River Delta has been increased by 30 yuan / ton, and the shipping price has been increased to 400 yuan / ton. The China cement network news also said that on February 7, the price of clinker along the river in Anhui rose by 30 yuan / ton, ushering in the first rise in the year of the tiger. After the adjustment, the FOB price of clinker was 400 yuan / ton, 80-100 yuan / ton higher than that in the same period last year.
China Central Television finance and Economics: the reporter visited a number of auto sales 4S stores in Shenzhen and learned that with the continuous recovery of chip supply, during the Spring Festival, many luxury brands no longer have the phenomenon of “one car is difficult to find” last year, but have a large discount on terminal prices, which has also led to a surge in the trading volume of many brands.
Different from the luxury car market, the collection cycle of new energy vehicles is still long, and with the decline of new energy vehicle subsidies, Byd Company Limited(002594) , Xiaopeng, Nezha and other new energy vehicle enterprises have announced price increases.
stock market focus
China Securities News: just after the year of the tiger started well on the 7th, A-Shares adjusted on the 8th. The flameout of the popular track caught the market off guard, Wuxi Apptec Co.Ltd(603259) fell by the limit, and Contemporary Amperex Technology Co.Limited(300750) fell by nearly 9%. Where will the investment in the year of the tiger go when profit taking makes a good start? Some investors joked in the wechat group, “it’s equivalent to that relatives sent red envelopes yesterday. Today, parents said to keep them for you.” Liu Yanchun, manager of Jinniu fund and deputy general manager of Jingshun Great Wall Fund, said that to maintain confidence in the cumulative effect of “steady growth”, the market’s expectation of the end of the epidemic will gradually increase. Industries and individual stocks greatly affected by the epidemic in the early stage have the possibility of valuation repair, and reverse investment may be a better choice.
first finance and Economics: Haitong Securities Company Limited(600837) pointed out that the local two sessions have been held successively. From the content of regional meetings, it has released two important signals: one is to pay attention to steady growth, and the other is to focus on infrastructure investment. After a continuous decline, investor confidence is low and needs time to repair. Repeated shocks can gradually tamp the bottom. When the leading stocks led by Contemporary Amperex Technology Co.Limited(300750) begin to make up the decline, it can generally be seen that the market has entered the end of the decline. Although the mood is still unstable, you can try to seize the rebound opportunity after the sharp decline. Finally, investors can also pay appropriate attention to some stocks at the bottom of the undervalued value and stocks that have been sideways for a long time.
daily economic news: Zhejiang Shanyuan investment released the notice on Lixing No. 1 private equity fund touching the stop loss line on February 7, which shows that the unit net value of the fund on January 27, 2022 was 0.7909, which was lower than the stop loss line by 0.8 yuan, and the risk stop loss operation will be carried out in accordance with the contract. According to the data, up to now, a total of 432 private placement products have a net value of less than 0.7 yuan, which is lower than the traditional private placement product liquidation line.
Shanghai Securities News: in terms of sectors, bank stocks rose collectively for two consecutive days. Four bank stocks with a market value of more than trillion yuan performed well, especially Industrial And Commercial Bank Of China Limited(601398) and China Construction Bank Corporation(601939) . In the collective pursuit of these big guys, listed banks also set off a small climax of stabilizing share prices! And bank executives use wages to stabilize stock prices. China Merchants Securities Co.Ltd(600999) Liao Zhiming, chief banking analyst, believes that the future trend of bank stock prices depends more on the market’s expectations of the economy and performance. After the economic policy center shifts to steady growth, with the force of the policy, the subsequent economy will stabilize and recover and promote the repair of bank stock valuation.
China Fund News: the reporter interviewed more than 10 fund companies such as China Merchants, Huaxia, Boshi, Everbright Prudential, Golden Eagle, Cinda Bank of Australia, great wall, ChuangJin Hexin, Nord, Jinxin and Hang Seng Qianhai after hours, and interpreted the adjustment of the market for the first time. It is generally believed that the obvious shock trend reappeared in the market on February 8 is mainly due to the expected pressure of overseas liquidity and the rising risk aversion in the market caused by China US relations, the superposition of high and low capital switching, and the lack of confidence in China’s steady growth.
Subscription of new shares: advertised shares and Biyi shares
subscription of new bonds: none
IPO: CICA security
new bond listing: none
company news
Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) : subsidiaries are included in the unverified list, which has no significant adverse impact
Beijing Hanjian Heshan Pipeline Co.Ltd(603616) : the gross profit margin of the company’s main business is lower than the average level of the same industry
Shandong Lukang Pharmaceutical Co.Ltd(600789) : subsidiary drugs passed the conformity evaluation of generic drugs
Guangzhou Improve Medical Instruments Co.Ltd(300030) : subsidiary has obtained EU quality management system (MDR) certification
Shenzhen Fastprint Circuit Tech Co.Ltd(002436) : it is proposed to invest 6 billion in the construction of FCBGA packaging substrate production and R & D base project
Guangzhou Automobile Group Co.Ltd(601238) : in January, the automobile sales volume was 237200, with a year-on-year increase of 9.16%
Yutong Bus Co.Ltd(600066) : January sales volume was 1828, with a year-on-year decrease of 36.20%
Guangzhou Baiyun International Airport Company Limited(600004) : passenger throughput in January decreased by 7.29% year-on-year
Tanyuan Technology Co.Ltd(603133) : the actual controller and its consistent person plan to reduce their total holdings of no more than 7.7% shares
Zhejiang Jiaao Enprotech Stock Co.Ltd(603822) : shareholder Lihong Asia plans to reduce its shares by no more than 5.18%
Citic Securities Company Limited(600030) : it is proposed to use the temporarily idle raised funds of no more than 8 billion yuan for cash management
Gold Cup Electric Apparatus Co.Ltd(002533) : won the bid for the project with a total of 884 million yuan
Jinyuan Ep Co.Ltd(000546) : reached strategic cooperation with Shanda Qili in the field of waste lithium battery recycling
Zhenjiang Dongfang Electric Heating Technology Co.Ltd(300217) : signed a sales contract of RMB 426 million
data list
Shanghai and Shenzhen Stock Markets: on February 8, the three major A-share indexes rebounded downward. As of the close, the Shanghai index rose 0.67%, the Shenzhen Component Index fell 0.98% and the gem index fell 2.45%. On the disk, scenic spots and tourism, hotels and catering, coal, education, architectural decoration and other sectors led the increase; Cro concept, salt lake lithium extraction, semiconductors and components, lithium batteries and other sectors led the decline. Individual stocks rose more or fell less, and more than 3600 stocks were popular.
Hong Kong stocks: Hang Seng Index closed down 1.02%, and Hang Seng technology index fell 1.67%. Pharmaceutical stocks led the decline, with Yaoming biology suspended after falling nearly 23%, and Wuxi Apptec Co.Ltd(603259) fell more than 11%. Technology stocks continued their decline, with Alibaba falling more than 3%. Coal stocks bucked the trend and strengthened, China Shenhua Energy Company Limited(601088) up nearly 6%.
Shanghai Shenzhen Hong Kong stock connect: on February 8, statistics showed that the total net sales of northbound funds were 818 million yuan, of which the net purchase of Shanghai Stock connect was 2.113 billion yuan and the net sales of Shenzhen Stock connect was 2.931 billion yuan. Among the top ten traded stocks, the top three in net purchases were Ping An Insurance (Group) Company Of China Ltd(601318) , China Merchants Bank Co.Ltd(600036) , Goertek Inc(002241) , with net purchases of 546 million yuan, 382 million yuan and 330 million yuan respectively. The top three net sales are Contemporary Amperex Technology Co.Limited(300750) , Wuxi Apptec Co.Ltd(603259) , Byd Company Limited(002594) , with net sales of 904 million yuan, 459 million yuan and 298 million yuan respectively.
dragon tiger list: on February 8, among the individual stocks on the list, the net inflow of funds was Andon Health Co.Ltd(002432) , which was 247 million yuan.
Data show that the stock closed within the daily limit, with a turnover rate of 18.39% throughout the day. GF Shanghai Dongfang Road, which ranks first in net capital inflow, bought 114 million yuan. A total of 32 stocks were involved in the institutional participation in the dragon and tiger list, of which 18 were net bought by the institution, and anxiu biology was the most bought, with 78.4949 million yuan. In addition, 14 shares were sold by institutions, and Starpower Semiconductor Ltd(603290) was sold the most, amounting to 113 million yuan.
margin trading : as of February 7, the balance of two financial transactions in Shanghai and Shenzhen was 1717.974 billion yuan, an increase of 4.764 billion yuan over the previous trading day. Among them, the financing balance was 1623.792 billion yuan, an increase of 3.507 billion yuan over the previous trading day; The balance of securities lending was 94.182 billion yuan, an increase of 1.257 billion yuan over the previous trading day.
Shibor : Shibor reported 2.0440% overnight, down 6.8 basis points; Seven days Shibor reported 2.0870%, down 1.5 basis points; Three month Shibor reported 2.4480%, down 0.6 basis points.
foreign exchange
On February 8, the central parity rate of RMB was reported at 6.3569, up 11 points, and the central parity rate of the previous trading day was reported at 6.358. The onshore RMB closed at 6.3688 against the US dollar at 16:30 on February 8, down 110 points from the previous trading day.
property market observation
Securities Times website: the shell Research Institute released the second-hand housing market report in January 2022 on the 8th. According to the report, the trading volume of second-hand housing in 50 cities of shell decreased by about 23% month on month in January. The decline of trading volume is mainly affected by the epidemic. In addition, the late January is approaching the Spring Festival holiday, and the market transaction activity is lower than the daily level of last month. According to the analysis of the shell Research Institute, with the effective control of the epidemic situation in various places and the end of the Spring Festival holiday, it is expected that the market transaction activity will gradually recover in the later stage.
Securities Times: during the Spring Festival holiday, the property market continued the low temperature trend, and the transaction scale continued to decline. According to the statistics of several institutions, the transaction area of new houses in key monitoring cities decreased by 50% compared with the Spring Festival last year. Among them, the first tier cities increased, and the second and third tier cities decreased significantly.
international information
CCTV news client: on February 8 local time, the European Commission announced the chip act, which has attracted much attention from the outside world, and plans to significantly increase the EU’s share of global chip production. According to the act, the EU will invest more than 43 billion euros in public and private funds to support chip production, pilot projects and start-ups. Among them, 11 billion euros will be used to strengthen existing research, development and innovation to ensure the deployment of advanced semiconductor tools and pilot production lines for prototype design and testing. By 2030, the EU plans to increase its share of global chip production from the current 10% to 20%.
Xinhuanetco.Ltd(603888) : the preliminary balance of payments statistics released by Japan’s Ministry of Finance on the 8th showed that due to the significant rise in import prices, Japan’s current account surplus in 2021 decreased by 2.8% from the previous year to 15.44 trillion yen (about 115 yen per dollar).
futures market
China Futures: the closing trend of China commodity futures was divided. The main contract of power coal rose by more than 7%, red jujube rose by more than 5%, coke rose by more than 4%, LPG rose by more than 3%, Shanghai aluminum, urea and hot coil rose by more than 2%, thread, pig, rubber, Shanghai zinc, soybean meal, soda ash and corn rose by more than 1%. Zheng oil fell more than 3%, palm, soybean oil and fuel fell more than 2%.
Crude oil futures fell 14.89% to 123561} US dollars / barrel, and WT 1} international futures fell 1.566 US dollars / barrel. Brent April crude oil futures fell $1.91, or 2.06%, to $90.78 a barrel. COMEX April gold futures closed up 0.3% to $1827.90 / ounce.
overseas index
US stock market: US stocks closed, and the three major stock indexes closed higher. The Dow closed up 1.06%, the NASDAQ closed up 1.28% and the S & P 500 index closed up 0.84%. Nonferrous Metals and steel sectors led the rise sharply, with century aluminum up nearly 12%, Alcoa up 9.7% and American steel up 4.5%.
European stock markets: European stocks ended mixed, with the UK FTSE index falling 0.17%, Germany’s DAX index rising 0.24% and France’s CAC index rising 0.27%.
Asia Pacific Stock Market: on February 8, the Nikkei 225 index closed up 0.15% to 27289 points. South Korea’s Kospi index closed up 1.41 points, or 0.05%, at 2746.47
