financial Associated Press, February 13, what capital market events happened over the weekend? The highlights are summarized as follows:
macro and market highlights
the 14th five year plan to promote agricultural and rural modernization: encourage areas with conditions to carry out a new round of automobile going to the countryside
The State Council issued the “14th five year plan” for promoting agricultural and rural modernization after hours on Friday. The plan mentioned that areas with conditions are encouraged to carry out the renewal of rural household appliances, implement the subsidy for furniture and home decoration and a new round of automobile to the countryside, and promote the renewal of durable consumer goods for rural residents. Improve the infrastructure construction of charging and changing electricity in the county and central towns. Support the expansion of new consumption formats and models such as online shopping and mobile payment to rural areas, and enhance the Consumption Willingness of rural residents.
central bank: at present, the enterprise loan interest rate is the lowest level in more than 40 years of reform and opening up
The central bank released the report on the implementation of China’s monetary policy for the fourth quarter of 2021 on Friday. It pointed out that in the fourth quarter of 2021, the prudent monetary policy was flexible, accurate, reasonable and appropriate, focused on cross cycle adjustment and cross year policy convergence, further improved its foresight, stability, pertinence, effectiveness and autonomy, and maintained steady growth of money and credit, The enterprise loan interest rate is the lowest level in more than 40 years of reform and opening up, and the financial support to the real economy is stable.
Contemporary Amperex Technology Co.Limited(300750) statement: the company’s sanctions by the United States and other malicious rumors have been officially reported to the public security organ
Contemporary Amperex Technology Co.Limited(300750) issued a statement today that recently, a series of malicious rumors about Contemporary Amperex Technology Co.Limited(300750) being sanctioned by the United States, being excluded from the gem weight index, and collapsing with Tesla have emerged on network platforms, causing misunderstanding and misinterpretation in the market and affecting the reputation of enterprises. Rumors are groundless and bad in nature. In order to safeguard the legitimate rights and interests of the enterprise, our company has officially reported the case to the public security organ on February 12, 2022, and will investigate the legal responsibility of the rumor mongers according to law. Xiaocai note: Contemporary Amperex Technology Co.Limited(300750) share price has continued to decline recently, with a cumulative decline of more than 17% this week.
Biden warned Putin that Russia would pay a heavy price for invading Ukraine
At an hour long teleconference held on Saturday, US President Biden told Russian President Vladimir Putin that if Russia invades Ukraine, western countries will take decisive and rapid measures to bring extensive pain to Russia and weaken its position in the world. “President Biden made it clear that if Russia further invades Ukraine, the United States will work with our allies and partners to make a decisive response and quickly make Russia pay a heavy price,” the White House said in a statement issued after the two presidents spoke.
The White House said Biden told Putin that the United States was ready for diplomacy and “other situations”. Senior Biden administration officials pointed out that the two had a direct dialogue on all issues publicly raised by the United States. At present, it is not clear whether Putin is willing to take the diplomatic path.
more than 50 products of Dan bin, a private placement boss, fell below the warning line, and 6 products are facing “liquidation”
According to the daily economic news after hours on Friday, the adjustment of the market has made the performance of private placement bosses suffer a “Waterloo”. Dan bin could not escape the killing of this wave of decline. The net value of more than 50 products fell below the warning line of 0.8 yuan, and the net value of 6 products fell below the traditional stop loss line of 0.7 yuan. The net value of 0.8 yuan is the early warning line of most private fund products, and 0.7 yuan is the liquidation line of most private fund products.
Industry highlights {123567}
has the handling and renewal of private passports such as traveling abroad been resumed? National Immigration administration: fake
Recently, some people asked the National Immigration Administration for confirmation, “is it true that Beijing and other places have resumed the handling and renewal of private passports such as traveling abroad? Can I renew passports now when I leave the country for ordinary family visits, tourism and other reasons?” The National Immigration administration solemnly reminds that the relevant online information is false! At present, the overseas epidemic situation is still severe, and there are great security risks in cross-border travel. The National Immigration administration advocates not to leave the country unless it is urgent or necessary. However, for those who really need to go abroad for study, employment, business and other purposes, after verification, the immigration management institutions normally issue passports and other exit and entry certificates.
the State Food and Drug Administration approved Pfizer covid-19 virus treatment drug import registration with emergency conditions
On February 11, the State Food and Drug Administration conducted emergency review and approval in accordance with the relevant provisions of the drug administration law and the special drug approval procedures, and conditionally approved the import registration of the combined packaging of nevitavir tablets / ritonavir tablets (i.e. paxlovid) of Pfizer covid-19 virus treatment drug. This product is an oral small molecule COVID-19 virus therapeutic agent for the treatment of mild to moderate New Coronavirus pneumonia (COVID-19) in adults with severe risk factors, such as elderly, chronic kidney disease, diabetes, cardiovascular disease, and chronic lung disease.
the eight products of Ren zesong, the former “first brother of public offering”, fell by more than 20% in January
According to the daily economic news reported on Friday, the first month of the first year of this year, the share market of A share market was heavily collectively falling, and no matter whether Baijiu or new energy in science and technology, it is inevitable. The reporter noted that private placement tycoon Dan bin could not escape the killing of this wave of decline. The net value of more than 50 products fell below the warning line of 0.8 yuan. For Ren zesong, the former “first brother of public offering”, the total of eight products of Shanghai Jiyuan assets, which he joined after “going private”, fell by more than 20% in January, of which Jiyuan Xiangrui 1 lost the most, with a loss of 29.53%.
CISA: strengthen the supervision of the iron ore market according to law and firmly maintain the fair order of the market
According to the monitoring of China Iron and Steel Industry Association, recently, some mining enterprises violated business ethics and released and hyped false information, which seriously disturbed the fair order of the market and damaged the legitimate interests of market subjects. The iron and Steel Association condemned this. Any behavior and participants that ignore the market law and illegally interfere with the normal operation of the market should be corrected and pay a price for it. A stable and orderly market is conducive to the long-term interests of all parties in the industrial chain and needs to be jointly maintained by all parties. Mining enterprises should operate in good faith and perform their contracts on time; Relevant trade enterprises shall operate in accordance with the law and eliminate malicious speculation, hoarding and other acts; Iron and steel production enterprises should strengthen self-discipline, take the balance of supply and demand as the principle, and grasp the procurement rhythm. China Iron and Steel Industry Association will continue to cooperate with relevant government departments in market monitoring, further strengthen analysis and research, and promote the balanced development of industrial chain and the smooth operation of iron ore market.
the private placement of “Shanghai xingdun assets” by Ding Peng, a former shareholder, has been cancelled
According to the China Securities Journal reported on Friday, relevant remarks and information about Ding Peng, a well-known quantitative investor, were circulated on the Internet today, and there was information that “Shanghai xingdun assets, where Ding Peng previously served as a shareholder, also fell into the storm of net worth fraud”.
The reporter found from the official website of China Securities Investment Fund Industry Association that the private placement manager has been cancelled, and Ding Peng is no longer its shareholder. According to the information on the official website of the fund industry association, Shanghai xingdun Asset Management Co., Ltd. was registered as the manager of securities private equity funds in May 2016, with the registration code of p1031413. According to the industrial and commercial information, Ding Peng originally held 9% equity of Shanghai xingdun assets, but did not serve as an executive. He transferred and withdrew his equity on August 24, 2021. The institution failed to submit an abnormal legal opinion within the three-month limit, and was abnormally cancelled by the association on January 28, 2022.
the White House urged the chip industry to broaden the sources of neon, palladium and other raw materials to prepare for the interruption of supply from Russia
The White House urged the chip industry to diversify its supply chain to prevent Russia from retaliating against U.S. threatened export restrictions and blocking access to key materials, Reuters reported on Friday. Techcet, a market research firm, released a report on February 1, highlighting the dependence of many semiconductor manufacturers on materials from Russia and Ukraine, such as neon, palladium and other materials. Techcet estimates that more than 90% of the supply of semiconductor grade neon in the United States comes from Ukraine and 35% of palladium comes from Russia. People familiar with the matter said that members of the White House National Security Committee have been in contact with people in the chip industry in recent days to understand the supply of chip manufacturing materials in Russia and Ukraine and urge them to find other sources.
10 billion private placement Shanghai Hefu investment’s products hit the early warning line
Ten billion private placement Shanghai Hefu investment issued an announcement to investors and consignment institutions on Friday, saying that the unit net value of its Hefu flexible hedge No. 9 phase a private securities investment fund was 0.8774 yuan on February 10, which was 0.88 yuan lower than the early warning line and touched the early warning.
the State Council: stabilize the pork production capacity at about 55 million tons to prevent big ups and downs in production
The State Council issued the “14th five year plan” to promote agricultural and rural modernization after hours on Friday. 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.
the Ningde bearish roadshow originally scheduled to be held by capital securities at 20:00 today was temporarily cancelled
The reporter learned the latest after hours on Friday that the “bearish” Contemporary Amperex Technology Co.Limited(300750) teleconference originally scheduled for capital securities at 20:00 on the same day was temporarily cancelled. The theme of the conference is ” Contemporary Amperex Technology Co.Limited(300750) how much can it fall? A quantitative analysis perspective”, and the keynote speaker is chief economist Wei Zhichao. Previously, relevant bearish research reports have been released. (reporter Huang Jingsi)
company news
exclusive | Country Garden Service acquires all shares of Zhongliang property, and relevant agreements have been signed
The financial Associated Press reporter learned exclusively from different channels on Saturday that country garden service has acquired all shares of Zhongliang property. At present, the two sides have signed relevant acquisition agreements. According to informed sources, both sides are relatively satisfied with the price. (Finance Associated Press reporter Chen ye)
Luxshare Precision Industry Co.Ltd(002475) : the controlling shareholder plans to purchase the related equity of Chery held by Qingdao Wudaokou with RMB 10.054 billion
Luxshare Precision Industry Co.Ltd(002475) it was announced on Friday that the company signed the strategic cooperation framework agreement with Chery group and plans to establish a joint venture with Chery new energy, specializing in the R & D and manufacturing of new energy vehicles. On the date of signing the agreement, the controlling shareholder of the company, Lixun Co., Ltd. signed the equity transfer agreement with Qingdao Wudaokou. The agreement agreed that Lixun Co., Ltd. would 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 for RMB 10.054 billion. After the transaction was completed, Lixun Co., Ltd. would not control Chery holdings, Chery shares and Chery new energy. On the same day, it was announced that it planned to acquire 74.67% shares of convergence technology at HK $0.8 per share through luxshare precision, a wholly-owned overseas subsidiary, with a total consideration of HK $1.104 billion.
Zhengrong real estate: the closing of investors triggers the accelerated decline of share price, and the closing of non actual controllers triggers
The reporter learned from the associated press that the stock price of Rongzheng real estate was not triggered by the stock price closing of Rongzheng real estate on Friday. Relevant information shall be subject to the announcement of the company. (Financial Associated Press reporter Wang Haichun)
Porton Pharma Solutions Ltd(300363) : received US $681 million purchase order from Pfizer’s company
Porton Pharma Solutions Ltd(300363) it was announced after hours on Friday that recently, the company received from multinational pharmaceutical company Pfizer Inc. Pfizer (Pfizer) will provide a new batch of customized purchase orders for Pfizer. As of the disclosure date of this 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.
ou Zongrong, the actual controller of Zhengrong real estate, was partially held by Qiang Ping
Surging News reported after hours on Friday that some of the shares held by ou Zongrong, the actual controller of Zhengrong real estate, were forcibly closed. According to the Hong Kong stock exchange, at present, ou Zongrong owns 54.71% of Zhengrong real estate and 63.26% of Zhengrong service.
overseas highlights
rising inflation and geopolitical tensions in Ukraine put pressure on the three major stock indexes of US stocks and closed down
U.S. stocks closed Friday. The three major stock indexes collectively closed down, with the Dow down 1.43%, the NASDAQ down 2.78% and the S & P 500 down 1.9%. Internet technology, semiconductor and automobile stocks fell sharply, apple and Microsoft fell more than 2%, Google fell more than 3% and Tesla fell nearly 5%; Amd fell more than 10%, Xilinx fell 9.9% and NVIDIA fell 7.28%. Precious metals and petrochemical stocks bucked the trend, with ExxonMobil up 2.53%, Chevron up 2.1%, ConocoPhillips up 2.31% and western Petroleum up 5.63%. Chinese concept stocks rose or fell, with PetroChina up nearly 5% and Ruisi education up 4.8%; Yibang international fell more than 16%, and dingdong shopping fell 13%.