daily collection
21 finance and Economics: when the government debt research and evaluation center of the Ministry of Finance released the data of local debt issuance in January, it was approved by the State Council and reported to the Standing Committee of the National People’s Congress for the record. The Ministry of Finance issued a new local government debt limit of 1788 billion yuan in 2022 in advance, of which the general debt limit was 328 billion yuan, The special debt limit is 1460 billion yuan.
passenger Federation: China’s retail sales of generalized passenger vehicles in January were 2.112 million, a year-on-year decrease of 4.5%. In January, the output of broad passenger cars was 2.091 million, a year-on-year increase of 10.8% and a month on month decrease of 16.9%. According to the analysis of the passenger Federation, the decline in passenger car production in January was less than expected, which was mainly affected by factors such as the epidemic, and the production rhythm of automobile manufacturers in some regions was affected.
interface news: the finance ministers of the group of seven issued a statement on February 14, saying that the continuous military build-up of Russia on the Ukrainian border is a matter of serious concern. The group of seven is ready to take prompt and decisive action to support the Ukrainian economy and support the ongoing efforts to urgently identify diplomatic ways to ease the situation. The statement said that the top priority of the group of seven is to support the efforts to ease the situation, but any further military aggression by Russia against Ukraine will receive a rapid, coordinated and powerful response. The G7 is ready to collectively implement economic and financial sanctions, which will have a large-scale and direct impact on the Russian economy.
macroeconomic
financial Associated Press: the State Council printed and distributed the national emergency system plan for the 14th five year plan: by 2025, significant progress will be made in the modernization of emergency management system and capacity, an emergency management system with Chinese characteristics with unified command, both special and regular functions, sensitive response and linkage from top to bottom will be formed, and a national emergency capacity system with unified leadership, consistent rights and responsibilities, authority and efficiency will be established, The system and mechanism for preventing and resolving major safety risks have been continuously improved, the construction of emergency rescue forces has been comprehensively strengthened, the level of emergency management rule of law, scientific and technological informatization and comprehensive support capacity have been greatly improved, the situation of safe production and comprehensive disaster prevention and reduction has stabilized and improved, the level of natural disaster prevention has been significantly improved, and the ability of the whole society to prevent, respond to and deal with disasters and accidents has been significantly enhanced.
China Securities News: on February 14, the website of the Shanghai headquarters of the central bank released the operation of money and credit in Shanghai in January 2022. Data show that in January, RMB loans increased by 19.8 billion yuan and foreign currency loans increased by 1.7 billion US dollars; RMB deposits decreased by 196.4 billion yuan and foreign currency deposits increased by 12.4 billion US dollars.
website of the Ministry of Finance: the Ministry of Finance announced that for the production equipment referred to in Article 2 of the notice of the Ministry of finance, the General Administration of customs and the State Administration of Taxation on the “zero tariff” policy for self used production equipment in Hainan free trade port (CGS [2021] No. 7), the production equipment required for sports and tourism such as carousel, qiuqian and other amusement park entertainment equipment were added, According to the import and export tariff of the people’s Republic of China (2022), there are 8 commodities, including carousels, swings and rotating platforms, roller coasters, water rides and amusement facilities, water park entertainment equipment and so on.
Ministry of Communications: recently, the Ministry of transport, the Ministry of industry and information technology, the Ministry of public security, the Ministry of human resources and social security, the people’s Bank of China, the State Administration of Taxation, the State Administration of market supervision The state network information office and other 8 departments jointly revised and issued the notice on strengthening the joint supervision of the whole chain in advance, during and after the online booking taxi industry.
industry dynamics
Xinhuanetco.Ltd(603888) : learned from the Department of agriculture and animal husbandry of Inner Mongolia autonomous region that Inner Mongolia will further optimize the planting structure, expand the planting of 4.3 million mu of soybeans and further tap the potential of soybean production this year. In recent years, the sown area and total yield of soybeans in Inner Mongolia have recovered, with a sown area of up to 18.025 million mu, ranking second in the country.
surging news: on February 14, according to media reports, Contemporary Amperex Technology Co.Limited(300750) filed a lawsuit against honeycomb energy a few days ago. The cause of the case is unfair competition. The case will be heard in the intermediate people’s Court of Ningde City, Fujian Province this month. The defendants include Wuxi Tianhong Enterprise Management Consulting Co., Ltd. and Baoding Yixin Consulting Service Co., Ltd. The court held that Wuxi Tianhong and Baoding Yixin were both related parties of honeycomb energy. In this regard, honeycomb energy responded that it has paid attention to the reports of relevant media about Contemporary Amperex Technology Co.Limited(300750) suing our company for unfair competition, and the company is actively preparing to respond to the lawsuit. It is believed that Ningde court will have a fair judgment.
interface news: China Automobile Association released the sales data of major automobile enterprises in January 2022 on February 14. As of 10:00 on February 14, 2022, the data showed that in January 2022, Saic Motor Corporation Limited(600104) monthly sales volume was 455552, with a year-on-year increase of 13.02%; The monthly sales volume of Guangzhou Automobile Group Co.Ltd(601238) was 237232, with a year-on-year increase of 9.16%; Geely Group’s monthly sales volume was 146380, a year-on-year decrease of 6.36%; Chery group’s monthly sales volume was 107710, with a year-on-year increase of 36.79%; Byd Company Limited(002594) the monthly sales volume of the group was 95422, with a year-on-year increase of 125.05%; Yutong group’s monthly sales volume was 1828, a year-on-year decrease of 36.20%.
financial Associated Press: after the Spring Festival, the prices of clinker in the Yangtze River Delta and Pearl River Delta have risen one after another, and many enterprises have issued price adjustment letters. On February 7, the price of clinker along the river in Anhui increased by 30 yuan / ton; On February 11, eastern Guangdong raised the clinker price by 30 yuan / ton, and several cement enterprises in Yunnan notified to raise the price of various types of cement by 50 yuan / ton. Subsequently, some cement enterprises in Chongqing and Hunan also successively issued price adjustment letters, and the scope of price increase continued to expand.
stock market focus
first finance and Economics: Andon Health Co.Ltd(002432) announced that it has recently received a letter of decision on administrative supervision measures and decision on taking supervision talk measures against Liu Yi and Wu Tong issued to the company by Tianjin regulatory bureau of China Securities Regulatory Commission. Andon Health Co.Ltd(002432) only some successful test results were disclosed on January 7, 2022, but all the test results were not disclosed, and the disclosure information was incomplete. As the chairman and general manager of Andon Health Co.Ltd(002432) , Liu Yi and Wu Tong, as the Secretary of Andon Health Co.Ltd(002432) , bear the main responsibility for the integrity of the information disclosure of the company’s interim report.
Shanghai Securities News: recently, rare earth prices have continued to rise sharply. According to the latest data of China Rare Earth Industry Association, the rare earth price index was 420.6 on February 14, with a month on month increase of 15%, a record high.
The landscape of rare earth industry chain also boosted the performance of the secondary market, and the rare earth permanent magnet sector was active. The research team of Shanghai Nonferrous Metals network said that after the Spring Festival, there was strong demand in terminal fields such as new energy vehicles and wind power, and the orders of large magnetic material enterprises were basically full. At present, it coincides with the rainy season, and the mining of medium and heavy rare earth mines in the south is difficult. It is expected that the supply of medium and heavy rare earth oxides in China will not increase in the first quarter, and the gap between supply and demand in the rare earth market is expected to expand in the first quarter.
financial Associated Press: in the first week of the year of the tiger, the data from private placement was extremely “unfriendly” – there were more than 1200 private placement products whose performance fell below the warning line of 0.8, including 123 products under 10 billion private placement; In addition, more than 500 funds fell below the 0.7 stop loss line. The products of dongfanggang Bay under the leadership of 10 billion private placement boss Dan bin, Shiva private placement under the leadership of Liang Hong, 10 billion quantitative private placement Hefu investment and other products all appear on the list. For a time, early warning line, stop loss line and liquidation line have become the key words of private placement.
China Securities Journal: on February 14, Dongfang Fund released its equity strategy in February, pointing out that there is no need to be pessimistic about the market in 2022. Under the superposition of many favorable trends such as the increase of fiscal policy and the expectation of monetary easing, the growth rate of A-share investment profit is expected to be restrained first and then increased. In the equity market, A-Shares have experienced last year’s adjustment, and the consumer sector may be an important structural opportunity this year. It is expected that in 2022, with the easing of the epidemic, consumption is expected to gradually pick up, and the investment cost performance of the consumption sector may gradually appear.
Subscription of new shares: Hongxi Technology
subscription of new bonds: none
IPO: Kun hengshunwei
listing of new bonds: City convertible bonds
corporate news
Sino Wealth Electronic Ltd(300327) : supplier epidemic affects the company’s production and operation
Zhejiang Huatong Meat Products Co.Ltd(002840) : pig sales revenue in January increased by 472.38% year-on-year
Tech-Bank Food Co.Ltd(002124) : in January, the sales revenue of commercial pigs decreased by 60.96% year-on-year
Hoshine Silicon Industry Co.Ltd(603260) : it is planned to invest 17.5 billion yuan in the construction of 200000 tons of high-purity polysilicon project
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) : net profit in 2021 increased by 197.83% year-on-year
Nanhua Futures Co.Ltd(603093) : net profit in 2021 increased by 157.61% year-on-year
Xiamen Tungsten Co.Ltd(600549) : net profit in 2021 increased by 92.04% year-on-year
Shuangliang Eco-Energy Systems Co.Ltd(600481) : subsidiary signed a sales contract of 15.95 billion yuan monocrystalline silicon wafer
Wuxi Taiji Industry Limited Corporation(600667) : pre won the bid for SMIC Shaoxing phase II wafer manufacturing project
Suzhou Maxwell Technologies Co.Ltd(300751) : plans to repurchase shares from 163 million yuan to 325 million yuan
Amoy Diagnostics Co.Ltd(300685) : plans to repurchase shares of 100 million to 200 million yuan
Shanghai Laiyifen Co.Ltd(603777) : Aiwu enterprise management plans to reduce the shares of the company by no more than 3%
Sto Express Co.Ltd(002468) : it is proposed to push the employee stock ownership plan by 1 yuan / share
China Aluminum International Engineering Corporation Limited(601068) : the company is not involved in the investment business related to lithium extraction from Salt Lake
data list
Shanghai and Shenzhen Stock Markets: the three major A-share indexes collectively closed down on the 14th, of which the Shanghai index fell 0.98% to close at 3428.88 points; The Shenzhen Component Index fell 0.77% to close at 13123.21 points; The gem index fell 0.52% to close at 2732.01. The market turnover reached 862.4 billion yuan, the industry sectors rose and fell, the insurance, securities, banking and real estate industries led the decline, and covid-19 drug concept stocks rose sharply against the market.
Hong Kong stocks: Hong Kong stock Hang Seng Index fell 1.41%, and Hang Seng technology index fell 1.7%. Domestic housing stocks led the decline, with rongchuang China down more than 11%. Zhengrong continued its decline, with Zhengrong real estate down more than 13% and Zhengrong service down more than 15%. Pharmaceutical outsourcing concept stocks strengthened, with the development of pharmaceutical industry up more than 21%, and Geli pharmaceutical up more than 8%.
Shanghai Shenzhen Hong Kong stock connect: on February 14, the net purchase volume of northbound capital on that day was -3.788 billion yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was -1.37 billion yuan; The net purchase volume of Shenzhen Stock connect on that day was -2.418 billion yuan. According to the top ten trading shares of Shanghai Shenzhen Hong Kong stock connect announced by the exchange, the funds going north today bought Contemporary Amperex Technology Co.Limited(300750) 245 million yuan, bought China Tourism Group Duty Free Corporation Limited(601888) 588 million yuan, bought Longi Green Energy Technology Co.Ltd(601012) 331 million yuan, and sold Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) 451 million yuan.
dragon tiger list: on February 14, among the stocks on the list, Chengda pharmaceutical had the largest net capital inflow, amounting to 62.9409 million yuan. The data showed that the stock had a 20cm large daily limit, and the turnover rate throughout the day was 24.24%. CITIC Shanghai Liyang Road, the top net inflow of funds, bought 45.7805 million yuan. A total of 28 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 were net bought by the institution, Poly Union Chemical Holding Group Co.Ltd(002037) was the most bought, with a total of 114 million yuan. In addition, 16 shares were sold by institutions, and Porton Pharma Solutions Ltd(300363) was sold the most, amounting to 131 million yuan.
margin trading : as of February 11, the balance of two financial transactions in Shanghai and Shenzhen was 1714.053 billion yuan, a decrease of 7.299 billion yuan compared with the previous trading day. Among them, the financing balance was 1617.95 billion yuan, a decrease of 6.208 billion yuan compared with the previous trading day; The balance of securities lending was 96.103 billion yuan, a decrease of 1.091 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.8660% overnight, up 5.4 basis points; Shibor reported 2.0230% in 7 days, up 0.2 basis points; Three month Shibor reported 2.4240%, down 0.8 basis points.
foreign exchange
On February 14, the central parity rate of RMB was reported at 6.3664, up 17 points, and the central parity rate of the previous trading day was reported at 6.3681. The onshore RMB closed at 6.3596 against the US dollar at 16:30, down 4 basis points from the previous trading day.
property market observation
China Central Television finance and Economics: data from several real estate intermediaries show that more and more second-hand housing transactions are close to the reference price. The average transaction price of some popular communities in Shenzhen fell by 20% – 30%, which is equivalent to a 70% discount in some communities. According to the Shenzhen real estate information platform, a total of 40699 second-hand houses were sold in Shenzhen in 2021, a year-on-year decrease of 57.3%, a new low in recent 15 years.
Insiders said that the new policy on the reference price of second-hand housing in Shenzhen has a great impact on the market in the short term, but in the long run, it is conducive to the expected stability of the second-hand housing market.
Shangguan news: the reporter learned from the Shanghai housing administration that the first batch of centrally supplied buildings in 2022 has been announced. According to the announcement on the official website of Shanghai Real Estate Trading Center, there are 33 projects in this batch of houses, with a total construction area of about 1.29 million square meters, a total of 11812 houses, and the average filing price is 57899 yuan per square meter.
international information
interface news: enterprises continue to extend the delivery time after ordering semiconductors. As of February, the delivery time of semiconductors has been extended by about 5-15 weeks compared with October 2021, and the longest delivery time of some parts is about 90 weeks (nearly 2 years). The expansion of semiconductor demand exceeds the increase of supply, and it is more and more difficult to purchase, which casts a shadow on the production of final products. From October to December 2021, the production of air conditioners and digital cameras in Japan and China decreased by 20-30% compared with two years ago. The supply constraints caused by semiconductors may exist for a long time.
financial Associated Press: Huawei signed a contract with Dubai hydropower authority to build the largest Cecep Solar Energy Co.Ltd(000591) power supply data center in the Middle East and Africa. At present, the project delivery team composed of Huawei employees from six countries has built 2000 + square meters of computer room in the desert of the Middle East in five and a half days. The reporter of the science and Innovation Board daily exclusively learned that the first phase of the data center is planned to be put into use in May this year, and will be put into trial operation in March to welcome the visit of the Dubai chief. The overall planning area of the park is more than 100000 square meters. It will be driven by 100% green electricity. It is the largest low-carbon data center in the Middle East and Africa.
futures market
China Futures: China commodity futures closed, led by black, with iron ore down more than 6%, PVC and urea down more than 4%, hot coil and thread down more than 3%, Zheng coal and ferrosilicon down more than 2%, pigs and Shanghai zinc down more than 1%, white sugar and rubber down slightly; Lu rose more than 4%, fuel oil and crude oil rose more than 3%, Huyin and apple rose more than 1%, and eggs and staple fibers rose slightly.
International Futures: oil prices in New York rose significantly on the 14th. The price of New York light crude oil futures for March delivery rose $2.36 to close at $95.46 a barrel. April gold futures, the most actively traded gold futures market on the New York Mercantile Exchange, rose $27.3 or 1.48% to close at $1869.4 an ounce on the 14th.
overseas index
U.S. stock market: the U.S. stock index closed down 0.49%, the S & P 500 index fell 0.39%, and the NASDAQ fell slightly.
European stock market: London stock market, the financial times 100 stock average price index 14 closed at 7531.59, down 129.43 points or 1.69% from the previous trading day. France’s Paris Stock Market CAC40 index closed at 6852.20, down 159.40 points or 2.27% from the previous trading day; Germany’s Frankfurt stock market DAX index closed at 15113.97, down 311.15 points or 2.02% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed down 2.23% to 27079.59 points. South Korea’s Kospi index closed down 43.23 points, or 1.57%, at 2704.48.
