[information summary]
central bank: it is expected that the macro leverage ratio will remain basically stable in 2022
The central bank released the report on the implementation of China’s monetary policy for the fourth quarter of 2021, pointing out that in the next stage, the prudent monetary policy should be flexible and appropriate, strengthen cross cycle regulation, enhance the stability of the growth of total credit, maintain the growth rate of money supply and social financing scale, and basically match the growth rate of social economy, This “matching” mechanism itself has the meaning of maintaining the basic stability of macro leverage ratio. It is expected that China’s macro leverage ratio will remain basically stable in 2022 with the further recovery of economic development and the continuous enhancement of endogenous growth momentum.
the 14th five year plan to promote agricultural and rural modernization: stabilize the pork production capacity at about 55 million tons
The State Council issued the “14th five year plan” to promote agricultural and rural modernization. It is mentioned that we should promote standardized large-scale breeding, stabilize the pork production capacity at about 55 million tons, and prevent the ups and downs of production; Implement the five-year action plan for the development of cattle and sheep, and vigorously develop herbivorous animal husbandry; Strengthen the construction of milk source base and optimize the structure of dairy products.
products fell below the warning line? Private placement boss Dan bin responded: net worth is relatively stable
Some media reported that the unit net value of more than 50 private placement products under private placement boss Dan bin has fallen below the traditional warning line of 0.8 yuan, and the net value of 6 products has fallen below the traditional stop loss line of 0.7 yuan. In response, Dan Bin responded in response to the real micro-blog, “at present, our products are well controlled by wind and the net value is relatively stable. I and the trading department have always been cautious. The market is more panic in the current market. The east harbor has experienced the bad times of the 2008 financial crisis, Baijiu crisis, 2015 and so on, and the development of the company is better after every time.”
[institutional perspective]
Guosheng Securities pointed out that the overseas market performed well during the Spring Festival, which significantly boosted investor sentiment. The opening of A-Shares in the year of the tiger became an important phased low point of the market as scheduled. After the festival, with the appropriate advance of the policy end and the expected warming of the two sessions, the Shanghai index is expected to return to the rising channel. Considering that the pattern of strong and deep weakness in Shanghai has not ended, it is suggested to maintain the allocation proportion of value higher than growth in investment. In terms of operation, before the effective upward breakthrough in the market, we should still control the overall position and be suitable for low absorption. “Stable growth” and “post epidemic era” will become the main logic driving the operation of the market. We should pay attention to traditional infrastructure such as building materials, as well as undervalued sectors such as banking and insurance. It is suggested to combine the performance and cost performance, and properly layout the digital economy, central enterprise reform, tourism hotels Theme sections such as air transportation.
Soochow Securities Co.Ltd(601555) said that the gem index was dragged down by the continuous sharp decline in the direction of Contemporary Amperex Technology Co.Limited(300750) and medicine, and there was no signal of stabilization in the technical side. In the short term, it is still recommended to wait and see carefully. In the direction of weighted blue chip, after the short-term positive rebound, we should also consider the possibility of the market stepping back. From the perspective of trading volume, the liquidity of the market after the festival has reached a higher level than that in the early stage, It means that the trading opportunities are decreasing, which is reflected in the fast rotation of sector themes on the disk, and it is difficult to participate. In terms of operation, it is recommended to light the index and focus on individual stocks, cautiously pursue the rise, and try to avoid crowded hot tracks. In the short term, we can focus on the recovery line and digital economy, and in the medium and long term, we should pay attention to the allocation opportunities of Hong Kong stocks.
[announcement selection]
Shenzhen Everbest Machinery Industry Co.Ltd(002980) : covid-19 virus antigen rapid detection kit product has obtained EU CE certification
Shenzhen Everbest Machinery Industry Co.Ltd(002980) (002980) announced on February 11 that the company’s covid-19 virus antigen rapid detection kit product has obtained EU CE certification.
Shenghe Resources Holding Co.Ltd(600392) : it is proposed to acquire 19.9% equity of peak company for about 179 million yuan
Shenghe Resources Holding Co.Ltd(600392) (600392) announced on February 11 that the holding company Shenghe Singapore plans to acquire 19.9% of the equity of peak company, a listed company on the Australian stock exchange held by Appian company, with a total acquisition amount of about 179 million yuan. Peak is an Australian listed company, mainly engaged in ngualla rare earth mine project in Tanzania and Teesside refinery project to be invested and constructed in the UK.
Ja Solar Technology Co.Ltd(002459) : it is proposed to invest 3.455 billion yuan to expand the company’s integrated production capacity
Ja Solar Technology Co.Ltd(002459) (002459) announced on February 11 that it plans to expand the company’s integrated production capacity, including silicon wafer, battery, auxiliary material production capacity and photovoltaic power station. The total investment is expected to be 3.455 billion yuan, accounting for 23.58% of the latest audited net assets.
Porton Pharma Solutions Ltd(300363) : received US $681 million purchase order from Pfizer’s company
Porton Pharma Solutions Ltd(300363) (300363) announced on February 11 that recently, the company received from multinational pharmaceutical company Pfizer Inc. (hereinafter referred to as “Pfizer”) will provide contract customized R & D and production (cdmo) services for the new batch of purchase orders of Pfizer Ireland pharmaceuticals, and the order delivery time is 2022. As of the disclosure date of the announcement, the total amount of newly obtained orders was 681 million US dollars, exceeding 50% of the audited operating revenue of the company in the latest fiscal year.
Citic Securities Company Limited(600030) : purchase Hua Xia Bank Co.Limited(600015) three fixed-term deposits totaling 8 billion yuan
Citic Securities Company Limited(600030) (600030) announced on February 11 that the company signed a deposit business agreement with Hua Xia Bank Co.Limited(600015) and purchased three fixed-term deposits, totaling 8 billion yuan.
Zhengrong real estate: the cumulative contract sales amount in January was about 7.897 billion yuan
Zhengrong real estate announced on the Hong Kong stock exchange that the cumulative contract sales amount in January was about 7.897 billion yuan, and the contract sales construction area was about 491034 square meters.
Luxshare Precision Industry Co.Ltd(002475) : signed a strategic cooperation framework agreement with Chery group, and the controlling shareholder plans to acquire Chery’s equity by 10.054 billion yuan
Luxshare Precision Industry Co.Ltd(002475) (002475) announced on February 11 that the company signed a strategic cooperation framework agreement with Chery group on the same day. The company and Chery new energy intend to jointly establish a joint venture company, specializing in the R & D and manufacturing of new energy vehicles, providing cutting-edge R & D, design, mass production platform and access to the sea for Luxshare Precision Industry Co.Ltd(002475) auto core parts business, and committed to realizing the company’s medium and long-term goal of becoming a leading manufacturer of auto parts Tier1. In addition, the controlling shareholder, Lixun Co., Ltd., plans to purchase 19.88% equity of Chery holdings, 7.87% equity of Chery shares and 6.24% equity of Chery new energy held by Qingdao Wudaokou with RMB 10.054 billion. After the transaction is completed, Lixun Co., Ltd. will not control Chery holdings, Chery shares and Chery new energy.
