Summary:
Asset performance and capital changes:
The top five prices of Chinese commodities: coking coal 6.88%, dynamic coal 6.51%, coke 4.73%, red jujube 4.63%, Shanghai aluminum 1.80%; Vegetable oil - 2.32%, palm - 1.82%, fuel - 1.54%, asphalt - 1.49%, apple - 1.40%
The top five (100 million yuan) of precipitation capital inflow and outflow: thread 4.61, soybean meal 4.60, Shanghai aluminum 2.94, Shanghai silver 2.34 and methanol 1.93; Palm -1.98, apple -1.46, pp-1.30, vegetable oil -0.55, asphalt -0.50
Inflow and outflow of precipitation funds from the sector (100 million yuan): 17.87 million yuan for non-ferrous metals, 11.17 million yuan for black building materials, 8.62 million yuan for energy and chemical industry, Shenzhen Agricultural Products Group Co.Ltd(000061) 5.28 million yuan and 2.25 million yuan for precious metals
Important news and economic data:
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.
The State Council issued a reply and agreed to establish comprehensive cross-border e-commerce pilot zones in 27 cities and regions.
The US trade account deficit in December was $80.7 billion, with an expected deficit of $83 billion. The previous deficit of $80.2 billion was revised to $79.33 billion.
The European Commission announced the chip act, which plans to invest more than 43 billion euros in public and private funds to support chip production, pilot projects and start-ups; Increase the share of global chip production from the current 10% to 20% by 2030.
Risk tip: China's real estate decline and the Federal Reserve tightening monetary policy
