February 16th (Wednesday), the main contents of today’s headlines are:
China Securities Journal
The layout of listed companies increased steadily at the beginning of the year
“Since the beginning of the year, we have actively resumed work and production, which has made a good start for the steady growth of annual performance. The company has also laid a solid foundation for the steady growth of medium and long-term performance through measures such as capacity expansion, transformation and upgrading.” Wu Jianfei, the board secretary, told the China Securities Journal on February 15. The performance forecast released by Nanjing Yunhai Special Metals Co.Ltd(002182) shows that the company’s performance in the first quarter of 2022 increased significantly year-on-year. This is a microcosm of the steady growth of listed companies.
The policy of attracting foreign investment is expected to increase after a good start
Experts believe that the current global covid-19 pneumonia epidemic is still repeated, the international industrial chain supply chain is deeply reconstructed, the situation of transnational investment is still severe, and the steady start of absorbing foreign capital also faces great challenges. The policy of stabilizing foreign investment is expected to increase, some new measures will be launched one after another, and the absorption of foreign investment in the first quarter is expected to maintain a good trend.
The first-line private placement positions focus on “balance” and “main line of steady growth”, which are sought after
Driven by factors such as the stop and recovery of the pharmaceutical and new energy sectors, the A-share market ushered in a contraction rebound on February 15. Among them, the growth stocks represented by new energy vehicles and medicine and the cyclical stocks represented by oil and coal have stood on the seesaw of “one up and one down”.
China Securities Co.Ltd(601066) : the layout of A-share operation mode changes, and grasp the “three low and one change”
Chen Guo, chief strategy officer of China Securities Co.Ltd(601066) securities, said at the strategy meeting that the current operation mode of A-share market is changing, and the traditional prosperity trend investment is facing challenges. At present, it is suggested to screen companies with fundamental marginal improvement expectations in combination with factors such as low value, undervalued value and low congestion. Huang Wentao, chief economist of securities and co head of the research and development department, said that investors’ allocation of large categories of assets should be balanced.
Shanghai Securities News
“Little giant” burst out with great energy and “specialized and new” enterprises have become a new force for steady growth
“Specialized and new” enterprises have become an important innovation force in China. At present, the Ministry of industry and information technology has cultivated 4762 national specialized and special new “little giant” enterprises and driven more than 40000 provincial “specialized and special new” small and medium-sized enterprises. Among them, more than 50% of the special new “little giant” R & D investment is more than 10 million yuan, more than 60% belong to the basic industrial field, and more than 70% have been deeply cultivated in the industry for more than 10 years.
The first national standing committee meeting in the year of the tiger made a big move to reduce taxes and fees to benefit enterprises and the people
Premier Li Keqiang presided over the executive meeting of the State Council on February 14, listened to the report on the handling of the proposals of the two sessions of the country in 2021, and asked to gather wisdom to do a good job in the government work this year; Determine measures to promote the steady growth of the industrial economy and the relief and development of industries with special difficulties in the service industry.
Iron fist “beating iron” regulators shouted “don’t fry iron”
The fifth national iron Market Reform Commission has ordered the third national iron market to cool down again. The price department of the national development and Reform Commission and other departments held a meeting on February 15 to re emphasize the need to ensure the supply and price of iron ore.
Virtual human feast urgently needs a raise in the bottom of the bus, and artificial intelligence technology is outstanding
At the Beijing Winter Olympics, the popularity of virtual people was a little high. On the eve of the game, the first AI sign language anchor of China Central Television officially appeared to provide professional event interpretation for the hearing-impaired. Recently, the audience found that the real-time weather anchor at the venue is also an AI virtual host.
securities times
MLF incremental continuation stabilizes market expectations and sends a clear wide credit signal
On February 15, the people’s Bank of China launched 300 billion yuan of medium-term lending facility (MLF) (including renewal of MLF due on February 18) and 10 billion yuan of open market reverse repurchase. The maturity of MLF this month is 200 billion yuan, and the central bank’s MLF operation is an incremental continuation. At the same time, the MLF operating interest rate and the 7-day reverse repo interest rate were flat with the previous period.
The regulatory authorities issued a voice to crack down on market interference, and the price of iron ore fell
On February 15, the State Administration of market supervision, the national development and Reform Commission and the China Securities Regulatory Commission jointly issued a voice to remind and warn some iron ore trading enterprises not to fabricate and publish false price information, and not to maliciously hype, hoard and bid up prices. They called on relevant state-owned enterprises to take the initiative to bear social responsibility and help the government maintain supply and stabilize prices.
Large orders of capacity release occur frequently, and the performance of silicon track breaks out
On the evening of February 15, the performance express of silicon chip new heavyweight player Wuxi Shangji Automation Co.Ltd(603185) was freshly released. After preliminary accounting, the operating revenue in 2021 was 10.906 billion yuan, a year-on-year increase of 262.22%; The net profit was 1.637 billion yuan, a year-on-year increase of 208.01%, both reaching a new high.
The M & a market is gradually warming up, and strict audit is still the main tone
The A-share M & a market has gradually warmed up, and 301 corporate M & A events have been added since this year. Among them, M & a driven by the reform of state-owned enterprises has become the main type of M & A of listed companies. At the same time, with the guidance of policies and the change of market environment, the M & A of listed companies is no longer as blind as in the past. Most of them focus on the industrial logic of listed companies, and cross-border M & A and backdoor M & A are gradually declining.
Securities Daily
The chronic disease of “collecting Commission” occurs repeatedly, reflecting the disadvantages of the Commission mechanism of insurance enterprises
Recently, with the news that a life insurance company was exposed to be defrauded of commission by marketing gangs, the phenomenon of “collecting Commission” once again aroused the attention of the industry. In fact, this phenomenon has always been a chronic disease of the industry, which has harmed both insurance enterprises and consumers.
In January, the actual use of foreign capital in China increased by 11.6% year-on-year, and the scale of attracting foreign capital may continue to expand this year
On February 15, according to the data released on the website of the Ministry of Commerce, in January 2022, the actual amount of foreign capital used in China was 102.28 billion yuan, a year-on-year increase of 11.6% (equivalent to US $15.84 billion, a year-on-year increase of 17.6%; excluding banking, securities and insurance, the same below).
Three departments reminded and warned iron ore trading enterprises of “Five Prohibitions”
On February 15, the national development and Reform Commission announced that in view of the recent changes in iron ore prices and other relevant situations, the price department of the national development and Reform Commission, the price supervision and Competition Bureau of the State Administration of market supervision and the futures Department of the CSRC recently jointly held a meeting to understand in detail the changes in port inventory of iron ore trading enterprises and their participation in iron ore spot and futures trading, Remind and warn relevant enterprises not to fabricate and publish false price information, not to fabricate and spread price increase information, not to hoard strange things, not to maliciously hype, and not to bid up prices.
The central bank’s small incremental parity continued MLF 300 billion yuan, and experts predicted that the deposit reserve ratio and interest rate may be reduced in the first half of the year
On February 15, the people’s Bank of China (hereinafter referred to as the “central bank”) announced that in order to maintain the reasonable and abundant liquidity of the banking system, it would carry out 300 billion yuan medium-term lending facility (MLF) operation (including the renewal of the MLF due on February 18) and 10 billion yuan 7-day reverse repurchase operation on that day.
21st Century Business Herald
The “14th five year plan” emergency management system is planned to strengthen risk prevention and control in the governance of mega cities
On February 14, the State Council issued the national emergency system plan for the 14th five year plan. During the 13th Five Year Plan period, China’s emergency management system has been continuously improved, the efficiency of emergency rescue has been significantly improved, the level of work safety has been steadily improved, and the ability of disaster prevention and reduction has been significantly enhanced.
Behind the falling limit of iron ore Futures: take multiple measures to curb speculation, and traders no longer “hoard goods to rise”
On February 15, iron ore futures fell by the limit. As of the closing of the day, the main contract of iron ore futures closed at 699 yuan / ton, down 9.98%, the lowest since January 6. In the view of insiders, behind this is the recent positive measures taken by the regulatory authorities to curb speculation in iron ore, resulting in the rapid departure of a large number of speculative capital.
people’s daily
Overall carbon reduction and energy security based on national conditions
Rich coal, poor oil and little gas are China’s national conditions. We should consolidate the foundation of China’s energy production, ensure the safety of coal supply, make an overall plan for the clean and low-carbon development, diversified utilization and comprehensive storage and transportation of coal, speed up the tackling of green and low-carbon technologies, and continue to promote the optimization and upgrading of industrial structure.
first finance
Gao Ling, Sequoia, Tencent and other institutions investigated Zeng Yuqun, chairman of “ningwang”, and responded to key questions
On the evening of February 15, Contemporary Amperex Technology Co.Limited(300750) issued a detailed record form of investor relations activities (hereinafter referred to as the “record form”). According to the record table, Contemporary Amperex Technology Co.Limited(300750) held a research meeting for specific objects on February 14. Zeng Yuqun, chairman of Contemporary Amperex Technology Co.Limited(300750) , Jiang Li, Secretary of the board of directors and deputy general manager, and Zheng Shu, chief financial officer participated in the research meeting. More than 50 institutions and investors participated in the meeting, including Gaoling capital, Hongshang capital, Tencent investment, Temasek, Sequoia Capital, Fidelity Fund Warburg Pincus investment, COSCO Shipping, KKR, GIC, capital group, etc.
The leverage ratio dropped by 6.3 percentage points in 2021, and there is room to increase leverage this year
Recently, the national finance and development laboratory (nifd) released the 2021 China leverage report. According to the report of China’s macro deleveraging rate at the end of 2020, the annual deleveraging rate decreased significantly from 261.1% to 270.1%. However, this level is still 17.3 percentage points higher than that in 2019 before the epidemic.
economic reference daily
Spring recruitment curtain opens new measures to stabilize employment intensive Online
After the Spring Festival, it is the peak period of returning to work and the peak season of job hunting and recruitment. The reporter of economic information daily learned that the spring recruitment curtain of 2022 has opened, all kinds of large spring recruitment fairs are in full swing, and enterprises recruit a large number of people. At the same time, the 2022 spring breeze action jointly deployed by the Ministry of human resources and social security and other departments is in full swing, and new measures to stabilize employment are intensively launched all over the country. Among them, “remote Recruitment”, “video interview”, “live post” and other highlights show great potential.
The total amount in the first month exceeded 100 billion yuan, and China’s absorption of foreign capital “made a good start” in 2022
On the 15th, the Ministry of Commerce released the report card of foreign capital absorption and utilization in the first month of 2022. According to the data, in January 2022, the actual amount of foreign capital used in China was 102.28 billion yuan, a year-on-year increase of 11.6%. Zhang Fei, deputy director of the Institute of foreign investment of the Research Institute of the Ministry of Commerce, told the reporter of the economic information daily that China’s actual use of foreign capital increased rapidly in January and achieved a “good start”.
