daily collection
national development and Reform Commission: on February 9, the national development and Reform Commission and the National Energy Administration jointly held a meeting to arrange and deploy to continue to stabilize the coal market price. They also interviewed and reminded some enterprises with falsely high coal prices found in the monitoring, and asked to speed up the verification and reform.
China Central Television: the person in charge of the relevant departments and bureaus of the people’s Bank of China interpreted the provisions on personal cash deposit and withdrawal in Article 10 of the measures for the administration of customer due diligence of financial institutions and the preservation of customer identity data and transaction records: ① the main purpose of implementing order 1 is to prevent and curb illegal and criminal activities such as money laundering, Protect the safety and interests of the people’s funds. ② The implementation of this provision by financial institutions will not affect the normal cash deposit and withdrawal business of residents, and the business convenience will not be affected. ③ Personal information and customer privacy are protected by law. ④ Strengthening the management of cash deposit and withdrawal business is a requirement for financial institutions to fulfill their anti money laundering obligations, which meets the international standards of anti money laundering.
21 finance and Economics: the Beijing Tianjin Hebei “3 + n” alliance issued the work plan for the linkage procurement and use of orthopaedic trauma medical consumables. Through the Beijing Tianjin Hebei “3 + n” alliance, the linkage procurement of orthopaedic trauma medical consumables was carried out, the supply was guaranteed and the price was reasonable, so as to reduce the price of orthopaedic trauma medical consumables and reduce the burden of patients’ medical expenses; Reduce transaction costs, purify the circulation environment and improve the industry ecology; Standardize the purchase and use of consumables and support the reform of public hospitals; Explore and improve the centralized procurement mechanism of medical consumables and the price formation mechanism of consumables dominated by the market. In this centralized procurement, the varieties of orthopedic trauma medical consumables such as bone sector and supporting screws, intramedullary nails and accessories, hollow (hollow) screws and so on.
macroeconomic
Securities Times Network: in December 2021, the country issued 113.6 billion yuan of new bonds, including 12.5 billion yuan of general bonds and 101.1 billion yuan of special bonds. China issued 204.3 billion yuan of refinancing bonds, including 24.2 billion yuan of general bonds and 180.1 billion yuan of special bonds. From January to December 2021, the country issued 4370.9 billion yuan of new bonds, including 786.5 billion yuan of general bonds and 3584.4 billion yuan of special bonds. China issued 3118.9 billion yuan of refinancing bonds, including 1780.4 billion yuan of general bonds and 1338.5 billion yuan of special bonds.
interface news: the national development and Reform Commission, the Ministry of ecological environment, the Ministry of housing and urban rural development and the National Health Commission recently issued the guiding opinions on accelerating the construction of urban environmental infrastructure. Among them, it is clear to further promote the third-party treatment of environmental pollution. Encourage the innovation of third-party governance model and system and mechanism, and promote the third-party governance enterprises to carry out professional pollution control and improve the operation level of facilities and the effect of pollution control, focusing on industrial clusters such as parks and industrial bases, in accordance with the principles of polluter payment, market-oriented operation and government guidance and promotion.
Securities Times: the general office of the Ministry of agriculture and rural areas issued a notice on printing and distributing the guiding opinions on promoting the construction of ecological farms. The opinions put forward that by 2025, 1000 national ecological farms will be built in the country and 10000 local ecological farms will be built in all provinces through scientific evaluation, follow-up monitoring and guidance services, Select and cultivate a number of market players of modern and efficient ecological agriculture, summarize and promote a number of technical models of ecological agriculture construction, explore and build a set of supporting policies for ecological agriculture development, continuously increase green and high-quality Shenzhen Agricultural Products Group Co.Ltd(000061) supply, and continuously improve agricultural quality, efficiency and competitiveness, so as to make the construction of ecological farm an important platform and powerful starting point for promoting the “three products and one standard” of agricultural production.
financial Associated Press: the 2022 implementation plan for the construction plan of “4 + 1” major projects in Zhejiang Province recently released by the general office of the people’s Government of Zhejiang Province proposes that Zhejiang Province will implement a special clean energy plan in 2022, with the main goal and task of completing an energy investment of 100 billion yuan.
industry dynamics
Securities Times: on New Year’s Eve, Zhu Wei, the helm of guizhoualcohol, Zhijiang liquor and Guizhou Qingjiu, issued a talent recruitment order in we media, mainly recruiting 50 marketing cadres, including provincial, regional and branch levels, involving markets all over the country to meet the expanding business needs; On February 1, Zhu Wei recruited the general manager of sales for guizhouchun and offered a “sky high” annual salary of 5 million yuan, which also exceeded the salary level of the general managers of many listed liquor companies.
Securities Times: recently, China Petroleum & Chemical Corporation(600028) announced the full completion of China’s first megaton CCUs project (Qilu Petrochemical Shengli Oilfield CCUs project). Baosteel low temperature pipe and 13Cr high alloy pipe have been successfully applied in the project. After the completion of the project, it can reduce carbon dioxide by 1 million tons per year and increase oil by 2.965 million tons in the next 15 years. It is currently China’s largest CCUs whole industry chain demonstration base and benchmark project. CCUs specifically refers to carbon capture, utilization and storage.
Beijing News: Ou Xiaoli, director of the social development department of the national development and Reform Commission, said that during the “14th five year plan” period, we should take the construction of community service facilities as a matter of people’s livelihood full of temperature, put them in a prominent position in the transformation of old urban communities, incorporate them into the important content of the urbanization construction of the county, and promote all localities to increase capital investment and optimize the functional layout, Pay close attention to the implementation of policies, and strive to achieve full coverage of urban and rural community comprehensive service facilities by 2025, and the coverage rate of rural community comprehensive service facilities will reach more than 80%.
financial Associated Press: according to DIGITIMES, after the LCD TV panel price fell for more than half a year, some size prices have been near the cash cost. When there is no way to fall, the LCDTV panel price decline converged significantly in February, and the stop signal of accelerating the bottom also began to emerge. On the contrary, after the fever of the housing economy subsided, the demand momentum of it panel obviously weakened. As the profit of it panel at this stage is higher than that of LCD TV panel, there are obvious signs of accelerating the make-up decline of it panel.
China News Network: the reporter learned from Chongqing Big Data Application Development Administration on the 9th that the “14th five year plan” for the development of Chongqing’s digital industry (2021-2025) was recently issued. It is expected that Chongqing’s digital industry business revenue will exceed 150 billion yuan by 2025 and build a leading digital industry cluster in China. According to the plan, since the 13th five year plan, Chongqing has given full play to the basic advantages of the electronic information industry, actively issued preferential policies, paid close attention to the implementation of major projects, and made every effort to promote the development of the digital industry.
stock market focus
Shanghai Securities News: it is expected that the adjustment at the index level is coming to an end, the oversold rebound window is coming, and the market will gradually reverse its pessimism and turn to positive again.
Large insurance companies began to increase their positions after the Spring Festival holiday, focusing on the directions of “steady growth”, “high prosperity” and “over falling stocks”.
financial Associated Press: February 9 Wuxi Apptec Co.Ltd(603259) (603259. SH / 2359. HK) held a communication meeting on the recent situation. The company said that its business and operation were normal, Wuxi Apptec Co.Ltd(603259) was not on the “unverified list” (UVL) list and was not expected to be included in the list in the future.
China Securities News: since 2022, infrastructure investment has become a trump card in the A-share market. Following the “outbreak” of construction, building materials and construction machinery in the key sectors of “old infrastructure” on February 7, several infrastructure stocks rose again on February 8. From the current local policies, 5g and digital economy related fields are the main direction of the new infrastructure layout, while transportation, water conservancy and energy base will be the traditional infrastructure development areas. For example, Beijing plans to add 6000 5g base stations in 2022; Henan plans to add 40000 5g base stations in 2022. Many research institutions mentioned in the research report before the spring festival that infrastructure will be a super track in 2022, including new infrastructure sectors such as digital currency and 5g.
Shanghai Securities News: in the three trading days after the festival, the Shanghai Stock Index walked out of the “three consecutive positive”, and the signs of good market shock are becoming more and more obvious. In the view of institutions, positive factors are accumulating, and there is no need to be pessimistic at this time. On the other hand, although it is determined to be optimistic about the investment logic of “stable growth”, the organization still takes “real growth” as the key layout direction and believes that under the two wheel drive, the spring market is still worth looking forward to.
Securities Daily: in the past 40 days alone in 2022, 301 corporate mergers and acquisitions have been added to the A-share market. Industry experts interviewed by the reporter believe that with the gradual improvement of the basic system of the capital market, M & A transactions in the A-share market will continue to be active. According to the statistics, taking the first announcement date as the statistical basis, excluding the failure cases of M & A transactions, as of 15:00 on February 9, 301 M & A events occurred in the A-share market during the year, involving more than 75.2 billion yuan of M & a funds. In other words, there are about 7 M & A transactions on average every day, all of which show the high activity of M & A transactions this year.
subscription of new shares: WEIMAO Electronics
subscription of new bonds: jinlang convertible bonds
IPO: Sanyuan biology, Dongwei semi Guide
new bond listing: none
company news
China Fortune Land Development Co.Ltd(600340) : the amount of debt restructuring signed has totaled 42.918 billion yuan
Beijing Shougang Co.Ltd(000959) : it is expected that China’s steel price will fluctuate strongly in the short term
Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) : became the marketing license holder of desloratadine oral solution
Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) : subsidiary plans to introduce Ming Yang Smart Energy Group Limited(601615) and Shanghai Shenglian
China Mobile: China International Capital Corporation Limited(601995) used over allotment funds to buy 69.78 million shares of the company
Jinyu Bio-Technology Co.Ltd(600201) : subsidiary obtains the approval document of veterinary drug product approval number
Zhejiang China Light & Textile Industrial City Group Co.Ltd(600790) : it is proposed to invest about 960 million yuan in the construction of light textile Zhigu Digital Industrial Park project
Chongqing Sokon Industry Group Stock Co.Ltd(601127) : in January, the sales volume of new energy vehicles was 3520, with a year-on-year increase of 176.08%
Jiangsu Lihua Animal Husbandry Co.Ltd(300761) : in January, the sales revenue of commercial chicken was 1.044 billion yuan, with a year-on-year increase of 21.11%
Nanjing Develop Advanced Manufacturing Co.Ltd(688377) : shareholders Yang Jianmin and Lu Wei plan to reduce their total shares by no more than 7.7%
Guangdong No.2 Hydropower Engineering Company Ltd(002060) : subsidiary plans to invest 400 million yuan in photovoltaic + agricultural comprehensive development project
Tengda Construction Group Co.Ltd(600512) : jointly won the EPC project of 61.9764 million yuan
Yango Group Co.Ltd(000671) : Taikang Life Insurance plans to reduce its shares by no more than 3.99%
Lb Group Co.Ltd(002601) : list of data
Shanghai and Shenzhen Stock Markets: on February 9, the three major A-share indexes rose in shock. As of the close, the Shanghai index rose 0.79%, the Shenzhen Component Index rose 1.55% and the gem index rose 1.3%. On the disk, digital currency, computer equipment, communication services, traditional Chinese medicine, pork, domestic software and other sectors led the increase; Only road and railway transportation, banking and other sectors fell slightly. The concept of digital currency is now trading, and more than 10 stocks are trading. Individual stocks rose more or fell less, and more than 3400 stocks were popular.
Hong Kong stocks: Hong Kong stock Hang Seng Index closed up 2.06%, Hang Seng technology index rebounded up 3.65%, BiliBili rose more than 8%, and Alibaba rose more than 6%. Nonferrous aluminum stocks rose, led by 6019} collectively. Biotechnology stocks continued to decline, Wuxi Apptec Co.Ltd(603259) fell more than 4%.
Shanghai Shenzhen Hong Kong stock connect: on February 9, statistics showed that the total net purchase of northbound funds was 484 million yuan, of which the net purchase of Shanghai Stock connect was 984 million yuan and the net sale of Shenzhen Stock connect was 500 million yuan. Among the top ten traded stocks, the top three in net purchases were Ping An Insurance (Group) Company Of China Ltd(601318) , Kweichow Moutai Co.Ltd(600519) , China Merchants Bank Co.Ltd(600036) , with net purchases of 486 million yuan, 440 million yuan and 414 million yuan respectively. The top three net sales are Longi Green Energy Technology Co.Ltd(601012) , Wuxi Apptec Co.Ltd(603259) , Yunnan Energy New Material Co.Ltd(002812) , with net sales of 681 million yuan, 389 million yuan and 232 million yuan respectively.
dragon and tiger list: on February 9, among the stocks on the list, the largest net capital inflow was Tongling Nonferrous Metals Group Co.Ltd(000630) , which was 367 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 6.39% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats, with a net purchase of 230 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, and an Xu biology was the most bought, with a net inflow of 122 million yuan in the three days. In addition, 10 shares were sold by institutions, and Jiangsu Yoke Technology Co.Ltd(002409) was sold the most, amounting to 211 million yuan.
margin trading : as of February 8, the balance of two financial transactions in Shanghai and Shenzhen was 1717.608 billion yuan, a decrease of 366 million yuan compared with the previous trading day. Among them, the financing balance was 1622.476 billion yuan, a decrease of 1.316 billion yuan compared with the previous trading day; The balance of securities lending was 95.132 billion yuan, an increase of 950 million yuan over the previous trading day.
Shibor : Shibor reported 1.7280% overnight, down 31.6 basis points; Shibor reported 2.0100% in seven days, down 7.7 basis points; Three month Shibor reported 2.4470%, down 0.1 basis points.
foreign exchange
On February 9, the central parity rate of RMB was reported at 6.3653, down 84 points, and the central parity rate of the previous trading day was reported at 6.3569. The onshore RMB closed at 6.3609 against the US dollar at 16:30 on February 9, up 79 points from the previous trading day.
property market observation
China News Network: recently, the Beijing Municipal Party committee and the Beijing Municipal People’s government issued the implementation plan on optimizing Fertility Policies and promoting long-term balanced population development. The plan made it clear that if families with a large number of minor children apply for public rental housing, they can be included in the scope of priority rent allocation, and appropriate consideration should be given to the choice of household type.
Securities Times: in January, the national rental market continued to cool down. According to the data of the shell Research Institute, in January this year, the leasing trading volume of 40 key cities nationwide decreased by 28.8% month on month. After reaching the peak of market heat in July last year, the leasing market has maintained a cooling trend for six consecutive months since August, and the market heat decreased by nearly 30% in January.
international information
financial Associated Press: “Blue Book of China’s Aerospace Hi-Tech Holding Group Co.Ltd(000901) activities (2021)” shows that 146 launch missions were carried out worldwide in 2021, the highest number of launches since 1957; The total number of spacecraft launched was 1846, a record high, with a total mass of 777.70 tons, the highest since the retirement of the space shuttle. The blue book shows that in 2021, the global annual launch success rate is 92.5%, and space launch activities still have high risks.
China Central Television news client: on the 9th local time, the German Federal Bureau of statistics released German trade statistics for 2021. Among them, the total import volume was 1202.2 billion euros, a year-on-year increase of 17.1%; Exports reached a record 1375.5 billion euros, a year-on-year increase of 14%.
futures market
China Futures: most of China’s commodity futures closed down, with iron ore down nearly 6%, ethylene glycol, asphalt and fuel oil down more than 4%, coking coal, Zheng alcohol, plastics and PP down more than 3%, styrene, low sulfur fuel oil, ferrosilicon, urea, crude oil, glass and PTA down more than 2%, and coke, PVC, starch and pigs down more than 1%. Shanghai aluminum rose more than 2%, Shanghai lead, soybean meal, No. 20 glue and stainless steel rose more than 1%.
International Futures: oil prices in New York rose on the 9th. The price of New York light crude oil futures for March delivery rose US $0.30 to close at US $89.66 a barrel.
overseas index
US stock market: the three major US stock indexes closed higher, with the Dow up 0.86%, the NASDAQ up 2.08% and the S & P 500 up 1.45%. Large technology stocks rose, NVIDIA rose more than 6.3%, Facebook and twitter rose more than 5%, Apple Rose 0.83% and Microsoft rose more than 2%.
European stock market: London stock market, the financial times 100 stock average price index 9 closed at 7643.42, up 76.35 points or 1.01% from the previous trading day. France Paris Stock Market CAC40 index closed at 7130.88 points, up 102.47 points or 1.46% from the previous trading day; Germany’s Frankfurt DAX index closed at 15482.01, up 239.63 points or 1.57% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed up 1.1% to 27585 points. South Korea’s Kospi index closed up 22.38 points, or 0.81%, at 2768.85.
