daily collection
financial Associated Press: the fourth issue of Qiushi magazine, published on February 16, will publish an important article Xi Jinping by the general secretary of the CPC Central Committee, the president of the state and the chairman of the Central Military Commission, Xi Jinping adhere to the road of socialist rule of law with Chinese characteristics and better promote the construction of socialist rule of law system with Chinese characteristics. The article points out that we should speed up legislation in key areas. We will strengthen legislation in important areas such as national security, accelerate the pace of legislation in areas such as the digital economy, and strive to improve the legal system urgently needed for national governance and to meet the growing needs of the people for a better life. Give play to the role of ruling the party according to regulations as a political guarantee for the development of the cause of the party and the state, and form a pattern in which national laws and inner-party regulations complement each other.
China Central Television: Li Keqiang presided over the executive meeting of the State Council. The meeting stressed that we should promote the strengthening and supplementing of manufacturing chains, speed up the construction of new infrastructure and expand effective investment.
Securities Times website: in view of the recent abnormal fluctuations in iron ore prices, the price supervision and Competition Bureau of the State Administration of market supervision, the price department of the national development and Reform Commission and the futures Department of the CSRC jointly held a meeting to understand in detail the changes in port inventory of iron ore trading enterprises and their participation in iron ore futures and spot trading, Remind and warn relevant enterprises not to fabricate and publish false price information, and not to maliciously hype, hoard and bid up prices. Call on relevant state-owned enterprises to take the initiative to bear social responsibility and help the government to ensure supply and stabilize prices.
financial Associated Press: Contemporary Amperex Technology Co.Limited(300750) disclosed the announcement of the record form of investor relations activities. The chip on the company’s BMS originated from the United States and is also being localized at present. The expansion of production by friendly manufacturers does not mean that competition will increase. Only products with innovative material system and structural system are worth competition. The company always provides customers with the most cost-effective products through material innovation, structural innovation and extreme manufacturing. The company believes that the ultimate solution for models in the range of 80000-120000 yuan is to exchange chocolate for electricity.
macroeconomic
surging news: the National Bureau of statistics will release the price data of January at 9:30 on February 16. Many institutions and economists predict that the continued decline of pork prices may constitute a negative pull on the CPI in January, and the CPI may continue to fall; Affected by the continued decline of industrial product prices, PPI may also remain downward in January.
Securities Daily: the Ministry of agriculture and rural areas issued the opinions on promoting the high-quality development of Pelagic Fisheries in the 14th five year plan, which proposed that the total output of Pelagic Fisheries would be stable at about 2.3 million tons by 2025. Strictly control the scale of ocean going fishing vessels and further improve the level of mechanization, informatization and intelligence of equipment. Stabilize the number of pelagic fishery enterprises, significantly improve the overall quality and production efficiency of pelagic fishery enterprises, and significantly reduce violations and safety accidents. The regional and industrial layout has been further optimized, the investigation capacity of global fishery resources has been gradually improved, and the supervision and management and international compliance measures have been continuously improved.
Guangdong Provincial Government: on February 15, the Guangdong provincial government issued several measures on promoting the reform and innovation of trade and investment facilitation in Guangdong pilot Free Trade Zone, which proposed to build Guangzhou futures exchange with high standards. One belt, one road, one is to strengthen the joint operation between Guangzhou futures exchange and Hongkong exchange and Shenzhen stock exchange, attracting international investors to participate in the development of the platform, and building an important platform for the development of the high quality service, the big bay area and the “one belt and one road” construction in Guangdong, Hong Kong and Macao. Further enrich commodity futures varieties and promote the research and listing of characteristic futures varieties that meet the development needs of Guangdong pilot free trade zone.
financial Associated Press: the Ministry of industry and information technology issued a document that in 2021, the supply chain of the national photovoltaic industry chain remained safe and stable. The annual output of polysilicon, silicon wafer, battery and module reached 505000 tons, 227gw, 198gw and 182gw respectively, with a year-on-year increase of 27.5%, 40.6%, 46.9% and 46.1% respectively. The battery efficiency reached a new high. The mass production efficiency of p-type perc battery reached 23.1%, the experimental efficiency of n-type TOPCON battery exceeded 25.4%, and the mass production speed of hjt battery was accelerated.
industry dynamics
financial Associated Press: the letter on the reply to proposal No. 4969 (medical and sports category No. 625) of the fourth session of the 13th National Committee of the Chinese people’s Political Consultative Conference, published on the website of the National Health Commission, announced that the National Health Commission, in consultation with the National Medical Insurance Bureau, Replies to the specific proposal of the CPPCC National Committee on the proposal to improve the overall planning and promote the development of Internet plus medical health. It mentioned that the next step will focus on improving the Internet plus medical service price and medical insurance payment policy to promote the development of internet medical services.
Xinhuanetco.Ltd(603888) : next, the National Medical Security Bureau will work with relevant departments to promote the speed-up and expansion of centralized mining. The centralized purchase of drugs will focus on three sectors: chemical drugs, Chinese patent medicine and biological drugs. High value medical consumables will focus on orthopedic consumables, drug balloons, dental implants and other varieties. By the end of 2022, through national organization and provincial alliance procurement, more than 350 drug varieties will be covered in each Province, and more than 5 high-value medical consumables will be covered.
daily economic news: on February 15, it was reported that the black cat and white cat of Euler brand no longer accept new car orders. In this regard, the relevant person in charge of Euler brand responded to reporters: “these two models have indeed been discontinued.” However, the relevant person in charge of the above Euler brand did not disclose the reasons for the sudden shutdown of the two models. Some analysts believe that the sudden shutdown of black and white cats may be affected by the decline of new energy subsidies and the continuous rise of raw material prices of power batteries in 2022.
Securities Times: the reporter learned from Ctrip that the ticket booking volume of the Lantern Festival scenic spot this year increased by nearly 30% year-on-year, and the search popularity of the keyword “Lantern Festival” increased by 312% year-on-year in the week after the year. From the booking of tickets for the Lantern Festival scenic spot, the increase of tourists visiting the scenic spot during the Lantern Festival in the fourth and fifth tier cities is much higher than that in the first tier and new first tier cities. 4、 In the fifth tier cities, the number of tourists visiting scenic spots during the Lantern Festival this year increased by 62% and 30% respectively; The growth of the fourth tier cities is 80% higher than that of the new first tier cities.
stock market focus
interface news: Wuxi Apptec Co.Ltd(603259) the annual performance express of 2021 was released on the evening of February 15. The net profit in 2021 was 5.097 billion yuan, a year-on-year increase of 72.19%. In 2021, the company continuously improved the capacity utilization rate and further revealed the scale effect by continuously optimizing the operation efficiency.
first finance and Economics: the recent market shock is downward, Haitong Securities Company Limited(600837) pointed out that it is expected that the A-share market is still dominated by the structural market. It is suggested that investors should pay attention to the investment opportunities of large cap stocks such as Shanghai and Shenzhen 300 in the near future, be patient with China Securities 1000 and individual stocks on the gem, and wait for the adjustment to be completed.
Central China Securities Co.Ltd(601375) pointed out that the stock indexes of the two cities started the second downward trend, some leading varieties on the gem continued to fall in large quantities, the market risk is still releasing, and the market will still face certain fluctuations in the future. It is suggested that investors should watch more and move less.
China Securities News: on February 15, China Securities Co.Ltd(601066) securities spring investment strategy meeting was held. Chen Guo, chief strategy officer and founder of “Ning portfolio”, 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 level, undervalued value and low congestion. Chen Guo believes that the big opportunity for growth stocks still needs to wait. For large categories of assets, China Securities Co.Ltd(601066) Huang Wentao, chief economist of securities and co head of research and development department, believes that they should be allocated in a balanced manner.
China Central Television finance and Economics: for how to view the development of the new energy sector, Li Zhe, assistant president of Minsheng Securities Research Institute and chief analyst of the machinery industry, said that A-Shares are very fast from extremely cold to extremely hot or from extremely hot to extremely cold. For example, two months ago, we were still embracing the new energy track, but now, more voices are saying that this track can’t go, so we should choose a new track. Li Zhe believes that after a relatively large correction, the core of these companies depends on whether the technological breakthrough can meet or exceed market expectations. Recently, the market expectation has been significantly lowered, and there may be a brewing opportunity.
Subscription of new shares: Han CNC
subscription of new bonds: Suli convertible bonds
IPO: medium catalyst, Yuehai feed, Hefu China
new bond listing: none
company news
mubang high tech: plans to acquire the newly added photovoltaic silicon wafer and silicon rod business of haoan energy for 1.1 billion
Shanghai Sinyang Semiconductor Materials Co.Ltd(300236) : it is proposed to invest 320 million yuan in Hefei to build the phase II project of the second production base
Sunfly Intelligent Technology Co.Ltd(300423) : the applicable models of subsidiaries’ products enter the catalogue of models recommended by the Ministry of industry and information technology
Guangdong Tecsun Science & Technology Co.Ltd(002908) : subsidiary signed a framework cooperation agreement on smart city construction
Yongxing Special Materials Technology Co.Ltd(002756) : it is proposed to establish a joint venture to build a lithium carbonate project with an annual output of 20000 tons
Beijing Tiantan Biological Products Corporation Limited(600161) : affiliated enterprises carry out phase II clinical trials in the UAE
Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) : net profit in 2021 increased by 525.12% year-on-year
Anhui Gourgen Traffic Construction Co.Ltd(603815) : net profit in 2021 increased by 17.92% year-on-year
Wuxi Shangji Automation Co.Ltd(603185) : the net profit in 2021 was 1.637 billion yuan, with a year-on-year increase of 208.01%
Careray Digital Medical Technology Co.Ltd(688607) : shareholders plan to reduce no more than 6% of the shares of the company
Nanjing Vishee Medical Technology Co.Ltd(688580) : Yanghe investment and persons acting in concert plan to reduce their shares by no more than 3.97%
Jiangxi Selon Industrial Co.Ltd(002748) : Longqiang investment plans to reduce no more than 2% of the shares of the company
360 Security Technology Inc(601360) : subsidiary won the bid for Zhoukou digital economic security industrial park project
Wuxi Autowell Technology Co.Ltd(688516) : bid winning about 110 million yuan photovoltaic equipment bidding project
data list
Shanghai and Shenzhen Stock Markets: on February 15, the stock indexes of the two markets rebounded and the gem index rose sharply. As of the close, the Shanghai index rose 0.50%, the Shenzhen Composite Index rose 1.69% and the gem index rose 3.09%. In terms of sectors, the concept of CXO rose sharply. Chengda pharmaceutical rose by 20% for two consecutive days, Wuxi Apptec Co.Ltd(603259) limit; Semiconductors, wine making, medicine, diamond cultivation and lithium ore also led the increase; Tourism, coal, oil and other sectors led the decline. More than 70 stocks in the two cities rose by 10% or more, Yunnan Tourism Co.Ltd(002059) and more than 10 stocks fell by the limit.
Hong Kong stocks: Hang Seng Index closed down 0.82%, and Hang Seng technology index fell 0.22%. Banking, insurance and energy sectors led the decline, with BOC Hong Kong leading the decline in blue chips. Pharmaceutical stocks rose sharply against the market, Sihuan pharmaceutical rose nearly 20%, and Wuxi Apptec Co.Ltd(603259) and other stocks rose more than 10%.
Shanghai Shenzhen Hong Kong stock connect: on February 15, statistics showed that the total net sales of northbound funds were 3.544 billion yuan, including 1.092 billion yuan in Shanghai Stock connect and 2.453 billion yuan in Shenzhen Stock connect. Among the top ten traded stocks, the top three in net purchases were China stock market news, Byd Company Limited(002594) , Sungrow Power Supply Co.Ltd(300274) , with net purchases of 386 million yuan, 341 million yuan and 307 million yuan respectively. The top three net sales are Ping An Insurance (Group) Company Of China Ltd(601318) , Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , with net sales of 729 million yuan, 530 million yuan and 396 million yuan respectively.
dragon tiger list: on February 15, among the stocks on the list, Chengda pharmaceutical had the largest net capital inflow, with a net inflow of 87.1173 million yuan in the third day. The data showed that the stock had a large daily limit of 20cm, up 35.21% in the past three days. The top net inflow of funds was CITIC Shanghai Liyang Road, which bought 79.4133 million yuan on the third day. A total of 22 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution and Thinkon Semiconductor Jinzhou Corp(688233) was the most bought, amounting to 94.8682 million yuan. In addition, 15 shares were sold by institutions, and Porton Pharma Solutions Ltd(300363) was sold the most, amounting to 223 million yuan.
margin trading : as of February 14, the balance of two financial transactions in Shanghai and Shenzhen was 1715.895 billion yuan, an increase of 1.842 billion yuan over the previous trading day. Among them, the financing balance was 1620.967 billion yuan, an increase of 3.017 billion yuan over the previous trading day; The balance of securities lending was 94.928 billion yuan, a decrease of 1.175 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.8070% overnight, down 5.9 basis points; Seven days Shibor reported 2.0000%, down 2.3 basis points; Three month Shibor reported 2.4150%, down 0.9 basis points.
foreign exchange
On February 15, the central parity rate of RMB was reported at 6.3605, up 59 points, and the central parity rate of the previous trading day was reported at 6.3664. The onshore RMB closed at 6.3475 against the US dollar at 16:30 on February 15, up 123 basis points from the previous trading day.
property market observation
China Central Television finance and Economics: housing with common property rights is invested by the government or provided with preferential policies by the government, and the share of housing property rights is jointly held by the purchasing family and the government in proportion.
In principle, the proportion of the actual contribution of the purchase family in the sales funds of the common property right housing market shall not be less than 60% and not more than 80%. The measures of Ningbo Municipality for the administration of housing with common property rights (for Trial Implementation) was officially issued at the end of January this year and will be implemented from February 26, which clearly stipulates the conditions of housing, income, social security, property and other aspects of home buyers.
China online real estate: on February 15, according to the analysis of China Index Research Institute, the overall trading volume of the real estate market increased last week and turned down to up year-on-year. In terms of cities, all lines doubled month on month. Monitoring the overall decline of urban inventory, with the largest decline in Wenzhou. The overall supply and demand of the land market rose month on month, the trading volume of homestead increased, the overall supply doubled month on month, and the average base price of homestead was traded. The total amount of transfer fees rose, led by Hangzhou’s collection of nearly 11.6 billion; The financing of real estate enterprises is mainly based on ultra short-term financing bonds, and the land acquisition cities are concentrated in Hangzhou, Taizhou, Wuhu, etc.
international information
financial Associated Press: it is reported that the global shortage of automotive chips, which has lasted for nearly a year, is still continuing, and the impact on relevant manufacturers is also continuing, resulting in a significant decline in their production and sales. Although the export volume of South Korean cars was still declining in January, the output value of exported cars increased. According to the data released by the South Korean Ministry of trade, industry and energy, the output value of South Korean exported cars reached US $4.09 billion in January, a year-on-year increase of 2.3%.
Xinhua News Agency: according to the drought monitoring report of the United States, the few heavy snowfalls or rainfall in the western United States in 2021 are not enough to reverse the drought situation. As of the 10th of this month, 95% of the western United States was in a state of drought. The water level of Lake Mead and Lake Powell, the two main reservoirs in the west, fell to the lowest level in more than a century last summer.
futures market
China Futures: China commodity futures closed, led by black. The main iron ore contracts fell by the limit. Zheng coal fell by more than 6%, pigs and threads fell by more than 2%, Zheng cotton and ferrosilicon fell by more than 1%, and rapeseed meal and pulp fell slightly; Apple and Hujin rose by more than 1%, while soybean oil and Zheng alcohol rose slightly.
International Futures: oil prices in New York fell sharply on the 15th. The price of New York light crude oil futures for March delivery fell by $3.39 to close at $92.07 a barrel. April gold futures, the most actively traded gold futures market on the New York Mercantile Exchange, fell $13.2 on the 15th from the previous trading day to close at $1856.2 an ounce, down 0.71%.
overseas index
US stock market: the three major US stock indexes closed higher, with the Dow up 1.22%, the S & P 500 up 1.58% and the NASDAQ up 2.53%.
European stock market: London stock market, the financial times 100 stock average price index 15 closed at 7608.92, up 77.33 points or 1.03% from the previous trading day. France Paris Stock Market CAC40 index closed at 6979.97 points, up 127.77 points or 1.86% from the previous trading day; Germany’s Frankfurt DAX index closed at 15412.71, up 298.74 points or 1.98% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed at 26865.19 points, down 0.79%. South Korea’s Kospi index closed down 27.94 points, or 1.03%, at 2676.54.
