daily collection
financial Associated Press: the State Information Office held a regular policy briefing on the 11th. Chen Jinfu, deputy director of the state medical security administration, introduced at the meeting that increasing the speed and expanding the coverage is the due meaning of normalization and institutionalization. This year, the National Medical Insurance Bureau will guide local governments to promote leak detection and vacancy filling around large varieties and common diseases according to clinical needs, and strive to achieve more than 100 provincial centralized purchase varieties in each province, and cover 5 varieties of high-value medical consumables. This year, in accordance with the principle of “one product and one policy”, we will carry out centralized procurement of high-value medical consumables for consumables with many complaints from the masses and large space for price adjustment. This year, we are going to carry out centralized procurement of orthopedic spine consumables. In this area, further explore in other fields. Including Chinese patent medicine, based on the alliance procurement organized by some provinces last year, the scope should be further expanded in an orderly manner this year.
interface news: on February 11, the State Council recently issued the plan for promoting agricultural and rural modernization in the 14th five year plan, which proposed to develop modern animal husbandry. We will improve the long-term mechanism for the steady and orderly development of the pig industry, promote standardized large-scale breeding, stabilize the pork production capacity at about 55 million tons, and prevent ups and downs in 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. Steadily develop domestic poultry industry. Build a modern forage industry system and promote the professional production of forage.
On the one hand, the scope of application of domestic depository and clearing companies to be listed abroad is revised by the Swiss Securities Regulatory Commission, including the following: {1237} the scope of application of domestic depository and clearing companies to be listed abroad: {1237} in line with the provisions of the Swiss Securities Regulatory Commission: {1237}; Second, allow overseas basic securities issuers to raise funds and adopt market-oriented inquiry mechanism for pricing; Third, optimize the continuous supervision arrangements, and make more optimized and flexible institutional arrangements for the continuous supervision of the disclosure contents of annual reports and the disclosure obligations of equity changes.
financial Associated Press: Contemporary Amperex Technology Co.Limited(300750) issued a solemn statement: 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, collapsing with Tesla and other malicious rumors have emerged on the network platform, causing misunderstanding and misinterpretation in the market and affecting the corporate reputation. Rumors are groundless, 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.
macroeconomic
Economic Daily: at the beginning of the new year, facing the complex external environment and downward pressure on the economy, China’s industrial economy moved forward steadily and made great efforts to achieve a good start. At present, China’s economic development is facing the triple pressure of shrinking demand, supply shock and weakening expectation, especially in the industrial field. “We will take stabilizing industrial growth, especially a good start in the first quarter, as the most important task at present, and take effective measures to ensure the smooth operation, quality improvement and upgrading of the industrial economy, so as to play a ballast role in stabilizing the macro-economic market and maintaining economic operation within a reasonable range.” Xiao Yaqing, Minister of industry and information technology, said.
interface news: the central bank released the implementation report of China’s monetary policy for the fourth quarter of 2021, pointing out that in the fourth quarter of 2021, the prudent monetary policy was flexible, accurate, reasonable and appropriate, paid attention to 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.
financial Associated Press: the national development and Reform Commission issued the implementation guide for the transformation and upgrading of energy conservation and carbon reduction in key areas of high energy consuming industries (2022 Edition). It is mentioned that for enterprises with energy efficiency below the benchmark level, especially the benchmark level, actively promote the advanced technology and equipment proposed in this implementation guide, the catalogue of green technology promotion, the catalogue of recommended industrial energy-saving technologies, the catalogue of “energy efficiency star” equipment products, and strengthen the optimization of energy system, utilization of waste heat and pressure, pollutant emission reduction Comprehensive utilization of solid waste and transformation of public and auxiliary facilities, improve the green level of production processes and technical equipment, improve the efficiency of resource and energy utilization, and promote the formation of a strong Chinese market.
brokerage China: with the continuous release of strong regulatory signals from regulators, the iron ore market staged a sharp decline in late May last year. Earlier, on February 9, after the national development and Reform Commission made a statement, some iron ore information institutions apologized for deleting the text and issued a clarification statement due to inaccurate information. According to insiders, a number of mining related information release institutions in China are carrying out internal work, stepping up the promotion and implementation of the spirit of the meeting, improving the information release process and ensuring that no false information will be released.
industry dynamics
financial Associated Press: at the beginning of the year of the tiger, the price of rare earth continued to rise, in which the price of praseodymium neodymium oxide per ton exceeded the one million yuan mark. According to the data of China Rare Earth Industry Association, in January, the average price of praseodymium and neodymium oxide was 915300 yuan / ton, up 7.70% month on month; The average price of dysprosium oxide was 2.9829 million yuan / ton, up 2.36% month on month; The average price of terbium oxide was 12.8410 million yuan / ton, up 14.97% month on month. In the first week of the year, rare earth prices continued to rise.
first finance and Economics: China Automobile Circulation Association released an in-depth analysis report on the national used car market in 2021. In 2021, the trading volume of second-hand cars was 17.5851 million, an increase of 22.62% over the same period last year. Affected by the epidemic in the same period last year, the trading volume of second-hand cars in China was 14.34 million. Referring to the data of the same period in 2019, the trading volume of second-hand cars increased by 17.84% over the same period in 2019.
financial Associated Press: Cui Dongshu, Secretary General of the passenger Association, said that the whole Shanxi Guoxin Energy Corporation Limited(600617) car market was hot in 2021. According to the data of the passenger Association, the retail sales of Shanxi Guoxin Energy Corporation Limited(600617) cars reached 2.99 million, a year-on-year increase of 170%. Due to the strong demand for new energy at the terminal, insufficient production capacity and abundant undelivered orders (including the large lock price to transfer the cost to automobile manufacturers), the slight rise in price will not seriously affect the overall market demand. In 2022, many auto companies have set ambitious production and sales improvement targets. Therefore, we are confident that the sales volume of new energy passenger vehicles will reach about 5.5 million units in 2022, and continue to achieve a high growth of about 70%.
interface news: China Construction Machinery Industry Association WeChat official account, according to statistics of 26 excavator manufacturers by China Construction Machinery Industry Association, in January 2022, 15607 excavators were sold, down 20.4% from the same period last year. Among them, there were 8282 sets in China, a year-on-year decrease of 48.3%; 7325 units were exported, with a year-on-year increase of 105%.
stock market focus
financial Associated Press: China Merchants Securities Co.Ltd(600999) believes that the growth rate of new social finance in January became positive and will gradually enter the upward cycle, which is conducive to improving investors’ pessimistic expectation of profits, which is one of the important conditions for the previous bottoms of a shares. As 2022 is a stable growth year, the growth rate of new social finance is expected to continue to rise, forming a positive support for a shares. After the Fed’s interest rate hike and other external factors affecting risk appetite are gradually implemented, A-Shares are expected to return to the upward cycle. The judgment of “√” of A-share trend throughout the year, “undervalued +” and “depression strategy” are still the dominant allocation strategy at present.
first finance: on February 11, Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) closed at 489.99 yuan, down 5.43%, with a total market value of 1.14 trillion. The day before yesterday, the assertion in the capital securities research report that ” Contemporary Amperex Technology Co.Limited(300750) adjustment may not be over, and there may still be 20% room for decline in the future” detonated market controversy. On the same day, UBS released a research report that a series of studies showed that Contemporary Amperex Technology Co.Limited(300750) had ushered in buying opportunities, with a target price of 700 yuan.
China Fund News: after the recent high premium of new quotation and the repeated breaking of IPO, since February this year, the P / E ratio of IPO has gradually dropped compared with the PE premium ratio of the industry, and the premium has been reduced in the near future. In this regard, many people in the fund industry said that with the new quotation returning to rationality, the market has bid farewell to the state of “brainless innovation” and “brainless money making”, and the phenomenon of IPO breaking will also be greatly reduced.
daily economic news: on February 11, the investment advisory team of GF released a tweet on its wechat called “investment needs to be involved no matter whether it is downwind or downwind – a letter to the investment advisory holder of GF”. The article said that after the adjustment from 2021 to now, the overall valuation of A-Shares has gradually returned to rationality and is currently at the central level of the past decade; At the same time, China’s steady growth policy continues to work, and monetary policy may be further relaxed, which is good for market valuation and sentiment. They judged that investors’ risk appetite is expected to rise in the short term, and A-Shares are expected to rebound. It is expected that the high-end manufacturing sectors represented by electric vehicles and photovoltaic, as well as the undervalued sectors of valuation switching and style rebalancing, are expected to achieve excess returns in the future, and the medium and long-term performance of the capital market is still expected.
Subscription of new shares: West Point pharmaceutical
subscription of new bonds: none
IPO: none
new bond listing: none
company news
Luxshare Precision Industry Co.Ltd(002475) : signed a strategic cooperation agreement with Chery group
Gree Electric Appliances Inc.Of Zhuhai(000651) : it is planned to implement the medium-term dividend in 2021, and pay a dividend of 10 yuan per 10 shares
Citic Securities Company Limited(600030) : purchase Hua Xia Bank Co.Limited(600015) three fixed-term deposits totaling 8 billion yuan
Asymchem Laboratories (Tianjin) Co.Ltd(002821) : plans to acquire the remaining equity of snapdragon company with us $57.94 million
Ningbo Ligong Environment And Energy Technology Co.Ltd(002322) : since February 14, the abbreviation of securities has been changed to “science and Technology Department”
Shandong Buchang Pharmaceuticals Co.Ltd(603858) : holding subsidiary approved clinical trial of recombinant human parathyroid hormone for injection (1-84)
Bank Of Changsha Co.Ltd(601577) : was approved to issue special financial bonds for small and micro enterprise loans of no more than 5 billion yuan
St great potential: plans to invest 1.88 billion yuan in Yuneng, a wholly-owned subsidiary
Jiangxi Zhengbang Technology Co.Ltd(002157) : January pig sales revenue decreased by 5.57% month on month
Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) : several shareholders plan to reduce their total holdings of no more than 7.3862% shares
Beijing Kawin Technology Share-Holding Co.Ltd(688687) : shareholder Jun Ruiqi plans to reduce his shares by no more than 5%
Shenzhen Goodix Technology Co.Ltd(603160) : plans to repurchase shares with 400 million yuan to 500 million yuan
Nanjing Yunhai Special Metals Co.Ltd(002182) : net profit in the first quarter increased by 257.94% – 390.52%
Shenzhen Yhlo Biotech Co.Ltd(688575) : received the purchase order of covid-19 test kit of RMB 337 million from MBL company of Japan
data list
Shanghai and Shenzhen Stock Markets: on February 11, the three major A-share indexes fluctuated and fell. As of the close, the Shanghai index fell 0.66%, the Shenzhen Component Index fell 1.55% and the gem index fell 2.84%. On the disk, digital currency, lithium extraction from Salt Lake, coal, banking, hotel and catering, real estate development and other sectors led the increase; Medicine, covid-19 treatment, traditional Chinese medicine, covid-19 detection, cro concept, cloud game, aquaculture and other sectors led the decline. Stocks fell more and rose less, with more than 3900 stocks floating green.
Hong Kong stocks: Hong Kong Hang Seng Index closed down 0.07%, and Hang Seng technology index fell 1.23%. Real estate stocks and major financial stocks rose, China Olympic Park and R & F real estate rose by more than 7%, and Ping An Insurance (Group) Company Of China Ltd(601318) , China Life Insurance Company Limited(601628) rose by more than 3%. Zhengrong’s share price plunged in the afternoon. Zhengrong real estate fell by more than 66% and Zhengrong service fell by more than 57%.
Shanghai Shenzhen Hong Kong stock connect: on February 11, statistics showed that the total net purchase of northbound funds was 1.005 billion yuan, of which the net purchase of Shanghai Stock connect was 2.359 billion yuan and the net sale of Shenzhen Stock connect was 1.354 billion yuan. Among the top ten traded stocks, the top three net purchases were China Merchants Bank Co.Ltd(600036) , Zijin Mining Group Company Limited(601899) , Wuliangye Yibin Co.Ltd(000858) , with net purchases of 774 million yuan, 513 million yuan and 487 million yuan respectively. The top three net sales are Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy Technology Co.Ltd(601012) , Ganfeng Lithium Co.Ltd(002460) , with net sales of 1.24 billion yuan, 523 million yuan and 281 million yuan respectively.
dragon tiger list: on February 11, among the stocks on the list, the largest net capital inflow was Jizhong Energy Resources Co.Ltd(000937) , with a net inflow of 178 million yuan in the three days. Data show that the stock rose 9.15% during the day and 20.14% in the past three days. Guangfa Shanghai Zhongshan North 2nd Road, which ranks first in the net flow of funds, bought 111 million yuan on the third day. A total of 26 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution, Nanjing Yunhai Special Metals Co.Ltd(002182) was the most bought, with a net purchase of RMB 237 million in three days. In addition, 19 shares were sold by institutions, and Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) was sold the most, amounting to 161 million yuan.
margin trading : as of February 10, the balance of two financial transactions in Shanghai and Shenzhen was 172.352 billion yuan, a decrease of 1.136 billion yuan compared with the previous trading day.
Among them, the financing balance was 1624.158 billion yuan, a decrease of 954 million yuan compared with the previous trading day; The balance of securities lending was 97.194 billion yuan, a decrease of 182 million yuan compared with the previous trading day.
Shibor : Shibor reported 1.8120% overnight, up 13.9 basis points; Shibor reported 2.0210% in seven days, up 5.6 basis points; Three month Shibor reported 2.4320%, down 1.0 basis points.
foreign exchange
On February 11, the central parity rate of RMB was reported at 6.3681, down 82 points, and the central parity rate of the previous trading day was reported at 6.3599. The onshore RMB closed at 6.3592 against the US dollar at 16:30 on February 11, down 2 points from the previous trading day.
property market observation
interface news: on February 8 last year, Shenzhen issued the reference price policy of second-hand houses, which is undoubtedly the most important link in the regulation policy of Shenzhen real estate market. It changed the trend of Shenzhen real estate market, and the soaring house prices in Shenzhen began to enter a stable stage. The transaction volume of second-hand houses fell to 40700 units, the lowest level in 15 years. Now, the second-hand housing reference price policy has been implemented for one year, the power of the policy is still there, and the trading volume has not improved.
21 Century Business Herald: the reporter learned from the financial management department and a number of banks that the real estate loan in January ushered in a “good start”, and the new scale was further improved on the basis of the growth in the fourth quarter of last year. It is estimated that the new real estate loan in January is about 600 billion yuan, an increase of about 300 billion yuan over the monthly average level in the fourth quarter of last year, Among them, real estate development loans increased by about 200 billion yuan, personal housing loans increased by about 100 billion yuan, and the financing behavior of financial institutions to real estate enterprises continued to improve.
international information
China News Network: last year, many countries’ economies “recovered their lost land”, but the road to recovery this year may not be smooth. Due to the frequent occurrence of risk points, many institutions have recently lowered their expectations for global economic growth this year. The International Monetary Fund (IMF) recently predicted in its latest report that the global economic growth rate will be 4.4% this year, 0.5 percentage points lower than the forecast in October last year.
interface news: the Central Bank of Russia raised the benchmark interest rate to 9.50%, which is estimated to be 9.50%. The Russian central bank said that if the situation is consistent with the baseline forecast, the Russian central bank will further raise the key interest rate at the upcoming meeting.
interface news: U.S. consumer confidence fell to 61.7 in early February, the lowest level in more than a decade since October 2011, but this is unlikely to affect spending against the backdrop of excess savings and a strengthened labor market recovery. According to the University of Michigan, the confidence of families with an income of $100000 or more fell 16.1% from the previous month. According to the report, a third of consumers spontaneously mentioned the impact of rising inflation on their personal finances, and nearly half of consumers expected their inflation adjusted income to decline in the coming year.
futures market
China Futures: most of China’s commodity futures closed down, with glass down more than 7%, urea down more than 4%, manganese silicon and Zheng alcohol down more than 3%, soda ash, Shanghai aluminum and ethylene glycol down more than 2%, PTA, starch, peanut, PP, PVC, soybean oil, soybean meal and staple fiber down more than 1%. Jujube and coke rose by more than 2%, coking coal and pigs rose by more than 1%.
International Futures: on Friday, Eastern time, international oil prices rose significantly. As of the closing, March crude oil futures in New York closed up $3.22, or 3.58%, to $93.10/barrel; Brent April crude oil futures closed up $3.03, or 3.31%, to $94.44 / barrel. The international gold price rose. As of the close, the April gold futures price, the most active trading in the gold futures market of the New York Mercantile Exchange, rose $4.7 to close at $1842.1 an ounce, or 0.26%.
overseas index
US stock market: on Friday, US Eastern time, the three major indexes of US stocks fell collectively. As of the close, the Dow fell 503.53 points to 34738.06 points, down 1.43%; The NASDAQ fell 394.49 points, or 2.78%, to close at 13791.15; The S & P 500 index fell 85.44 points, or 1.90%, to 4418.64.
European stock market: on Friday, European time, the main indexes of European stocks closed down. As of the close, the average price index of 100 stocks of the financial times in London stock market closed at 7661.02, down 11.38 points or 0.15% from the previous trading day; France’s Paris Stock Market CAC40 index closed at 7011.60, down 89.95 points or 1.27% from the previous trading day; Germany’s Frankfurt stock market DAX index closed at 15425.12, down 65.32 points or 0.42% from the previous trading day.
Asia Pacific Stock Market: South Korea’s Kospi index closed down 24.22 points, or 0.87%, at 2747.71 on Friday, February 11.
