daily collection
financial Associated Press: the national development and Reform Commission agreed to start the construction of the national hub node of the national integrated computing network in Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, the Yangtze River Delta and Beijing, Tianjin and Hebei. Guangdong Hong Kong Macao Dawan hub should give full play to its advantages in market, technology, talents and capital, develop high-density, energy-efficient and low-carbon data center clusters, improve the quality of data supply, optimize the Internet between the East and the West and the direct network between hub nodes, optimize the supply structure of data centers through cloud network collaboration and cloud edge collaboration, and expand the space for computing power growth, Realize the coordination and sustainability of large-scale computing power deployment and land, energy, water, electricity and other resources.
Securities Times: the CPC Zhejiang Provincial Committee and Zhejiang provincial government issued the implementation opinions on completely, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization. It is proposed to implement the “scenery doubling” project, promote the development mode of “photovoltaic + agriculture, fishery and forestry”, promote the photovoltaic construction of the whole county, and build several million kilowatt offshore wind power bases. Develop renewable energy power generation such as biomass energy and marine energy according to local conditions. Actively, safely and orderly develop nuclear power and build coastal nuclear power bases. Comprehensively promote the development of the whole chain of hydrogen energy production, storage, transmission and utilization. Expand the scale of power generation and utilization of natural gas. Orderly promote the layout and construction of pumped storage power stations.
financial Associated Press: eight departments including the Ministry of agriculture and rural areas jointly issued the national pesticide industry development plan for the 14th five year plan. It is proposed that by 2025, the pesticide industry system will be more perfect, the industrial structure will be more reasonable, the supporting role for agricultural production will be continuously strengthened, and the level of green development and high-quality development will be continuously improved. Promote the merger and reorganization, transformation and upgrading of pesticide production enterprises, become bigger and stronger, and cultivate a number of competitive large and medium-sized production enterprises. By 2025, efforts will be made to cultivate 10 enterprises with an output value of more than 5 billion yuan, 50 enterprises with an output value of more than 1 billion yuan and 100 enterprises with an output value of more than 500 million yuan, and the output value of pesticide production enterprises in the park will be increased by 10 percentage points.
financial Associated Press: the minutes of the January meeting released by the Federal Reserve on Wednesday showed that central bank officials reached a consensus that with the increasing impact of high inflation on the economy and the significant improvement of the employment situation, there is reason to tighten monetary policy, but they also said that the specific decision still depends on the analysis of data at each interest rate meeting. Most participants pointed out that if inflation did not fall as expected, it would be appropriate for the committee to cancel easing faster than currently expected. The implication is that policymakers believe that it is possible for this round of interest rate hikes to exceed the cycle from 2015 to 2018.
macroeconomic
Xinhua News Agency: heads of relevant departments and bureaus of the Ministry of agriculture and rural areas talk about the reduction and substitution of feed soybean meal: experts estimate that if policies are effective and measures are in place, the breeding industry can also reduce soybean meal by more than 23 million tons, equivalent to reducing soybean demand by nearly 30 million tons, equivalent to soybean output of 230 million mu of cultivated land. First, promote low protein diet technology, and there is room for 15 million tons of reduction. Second, tap and utilize existing resources, and there is still 7 million tons of substitution potential. Third, increase the supply of high-quality forage and reduce the demand for 1 million tons of soybean meal.
China News Network: the reporter learned from the press conference on the construction planning of the world famous cultural and creative city in the 14th five year plan of Chengdu on the 16th that in order to promote the high-quality development of Chengdu’s cultural and creative industry, Chengdu cultural and industrial office took the lead in compiling and printing the construction planning of the world famous cultural and creative city in the 14th five year plan of Chengdu in conjunction with Chengdu Bureau of culture, broadcasting and tourism. The plan puts forward the specific expected objectives for the construction of Chengdu’s world famous cultural and creative city: by 2025, the added value of Chengdu’s cultural and creative industry will reach 310 billion yuan to 340 billion yuan; There are no less than 50 listed cultural and creative enterprises.
financial Associated Press: Shanghai recently issued the implementation opinions on promoting the high-quality development of spatial information industry in Shanghai. By 2025, guided by the construction of communication and remote integrated spatial information system, it will form a digitally enabled spatial information technology innovation system and a new pattern of industrial integration and development, and create a source of scientific and technological innovation in the global spatial information field New highland of digital intelligence manufacturing, gathering place of advantageous enterprises and export place of application services.
industry dynamics
Securities Times: according to Jibang consulting research, the shipment of AR / VR devices will be repaired to 14.19 million units in 2022, with an annual growth rate of 43.9%. The growth momentum comes from the increased demand for long-distance interaction of the epidemic and the price reduction strategy of oculus Quest 2. Microsoft hololens 2 and oculus Quest 2 occupy the first place in AR and VR respectively.
Securities Times: according to the data of China Automobile Association, in January 2022, China Shipbuilding Industry Group Power Co.Ltd(600482) battery production totaled 29.7gwh, with a year-on-year increase of 146.2% and a month on month decrease of 6.2%. The total loading volume of power battery was 16.2gwh, with a year-on-year increase of 86.9% and a month on month decrease of 38.3%, realizing a significant year-on-year increase.
Hainan’s New Energy Association added 4573 cars this year, a year-on-year increase of 567%. By the end of January 2022, the number of new energy vehicles in Hainan province had exceeded 130000, nearly doubling over the same period last year, and the promotion of new energy vehicles had made a “good start”. The promotion of new energy vehicles in Hainan Province has achieved remarkable results. In 2021, 58700 new energy vehicles were promoted, accounting for 7.2%, 4.6 percentage points higher than the country, 25.8% of the new vehicles, 13.1 percentage points higher than the country, and the growth rate of ownership reached 91%, ranking first in the country.
Beijing Business Daily: on February 16, Gamma data released the mobile game report in January 2022. According to the data, in January 2022, the actual sales revenue of China’s mobile game market reached 22.24 billion yuan, an increase of 20.25% month on month and 17.76% year-on-year.
stock market focus
first finance and Economics: Sinolink Securities Co.Ltd(600109) believes that the market has entered a stage from defensive to offensive. There are no obvious negative factors in China. On the one hand, the downward performance this year has become the consensus expectation of the market and will not become the core factor leading the market. In addition, the performance trend is expected to be low before and high after, and it is expected to usher in a performance inflection point in the second half of the year; On the other hand, China’s current policy is also in the stage of continuous easing. With the interest rate cut and the decline of LPR, credit has gradually stabilized and rebounded, and the trend of wide credit is expected to continue. Industry configuration: focus on the stabilization and recovery of the new energy sector, layout TMT hard technology on the left, pay attention to the short-term and fast opportunities of securities companies, and gradually pay attention to the dilemma reversal opportunities such as airports, restaurants and hotels.
financial Associated Press: on February 16, the infrastructure sector rushed into the market again, and individual stocks also set off a wave of limit trading. By the end of the closing, the sector index had soared by more than 4%.
Under the recent favorable policies, the infrastructure sector with the concept of stable growth has become one of the hot main lines in the market, and its sub sectors such as prefabricated construction, water conservancy and building materials have also ushered in an increase. Tianfeng Securities Co.Ltd(601162) pointed out that at the current time point, we continue to be optimistic about the capital construction market in spring: 1) at present, it is a rare capital construction boom cycle with complete demands of projects + funds + local governments, and the growth rate of capital construction investment is expected to exceed expectations; 2) The performance of local state-owned enterprises is highly flexible and gradually recognized by the market; 3) The REITs policy was significantly promoted, and the valuation of infrastructure central enterprises with more operating assets ushered in the opportunity to repair.
Securities Times: on the 16th, A-Shares performed well, and the OTC market was also warm. The front page of the well-known American media CNBC published an article entitled “from Credit Suisse to Goldman Sachs, investment banks say it’s time to buy Chinese stocks”. The article points out that Goldman Sachs, Credit Suisse and other five major international banks collectively look more at China.
financial Associated Press: Soochow Securities Co.Ltd(601555) Chen Li said that the easing environment of global monetary policy will end in 2022, and the Federal Reserve is expected to raise interest rates no more than four times; China’s GDP growth is expected to be significantly lower than last year, and the profit growth of listed enterprises is expected to decline from 30% in 2021 to less than 5%. Under the general trend of global monetary tightening and declining profit growth, Chen Li is optimistic about investment opportunities in growth stocks, including new energy, which is determined by the global environmental strategy, China’s “double carbon strategy” and industrial technology development. When the valuation of excellent growth stocks falls below 30 times, medium and long-term investors will be “excited” and their rate of return will be considerable.
Subscription of new smart shares: 123567}
subscription of new bonds: none
IPO: none
listing of new bonds: long 22 convertible bonds
corporate news
Zhejiang Hangke Technology Incorporated Company(688006) : the actual controller Cao Ji was suspected of short-term trading, and the CSRC filed a case against him
Yongyue Science&Technology Co.Ltd(603879) : it is proposed to establish a subsidiary to expand the new business of unmanned technology
Tbea Co.Ltd(600089) : sign the investment framework agreement for 1GW photovoltaic power generation and supporting projects
Yunnan Yuntianhua Co.Ltd(600096) : sign the cooperation agreement for the whole industry chain project of new energy battery
Guangzhou Haozhi Industrial Co.Ltd(300503) : relevant personnel of the company Tang Xiuqing was released on bail pending trial
Haili wind power: it is proposed to invest 1 billion yuan in the construction of high-end wind power equipment manufacturing project
China Baoan Group Co.Ltd(000009) : subsidiary beiteri plans to invest in the project of silicon-based negative electrode materials with an annual output of 40000 tons
Hunan Changyuan Lico Co.Ltd(688779) : net profit in 2021 increased by 538.17% year-on-year
Polaris Bay Group Co.Ltd(600155) : net profit in 2021 increased by 47.62% year-on-year
Ledman Optoelectronic Co.Ltd(300162) : the actual controller intends to reduce no more than 4.99% of the shares of the company
Hainan Expressway Co.Ltd(000886) : intends to reduce Hainan Haiqi Transportation Group Co.Ltd(603069) shares by no more than 3%
Wedge Industrial Co.Ltd(000534) : Ganjiang rongchuang plans to reduce no more than 3% of the shares of the company
Aupu Home Style Corporation Limited(603551) : plan to repurchase shares of RMB 100 million to RMB 200 million
data list
Shanghai and Shenzhen Stock Markets: on February 16, the stock indexes of the two markets continued to rebound, with individual stocks rising more and falling less. As of the close, the Shanghai index rose 0.57%, the Shenzhen Composite Index rose 0.23% and the gem index rose 0.07%. In terms of sectors, the infrastructure sector rose sharply, and individual stocks are now trading at the limit, Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) 20% for two consecutive days; Industrial machine tools, tourism, environmental protection, steel and other industries led the increase; Pork, digital currency, hotel catering and a few other sectors fell. About 3600 stocks in the two cities rose, and about 80 stocks rose by 10% or more.
Hong Kong stocks: Hong Kong stock Hang Seng Index closed up 1.49%, and Hang Seng technology index rose 2.3%. Internet technology stocks rebounded, with BiliBili up more than 8% and Alibaba up more than 3%. Gambling stocks rose across the board, with sands China up more than 6%.
Shanghai Shenzhen Hong Kong stock connect: on February 16, statistics showed that the total net sales of northbound funds were 1.623 billion yuan, of which the net purchase of Shanghai Stock connect was 951 million yuan and the net sale of Shenzhen Stock connect was 2.574 billion yuan. Among the top ten traded stocks, the top three in net purchases were China Merchants Bank Co.Ltd(600036) , Shenzhen Inovance Technology Co.Ltd(300124) , Wuliangye Yibin Co.Ltd(000858) , with net purchases of 327 million yuan, 305 million yuan and 159 million yuan respectively. The top three net sales are China stock market news, Contemporary Amperex Technology Co.Limited(300750) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , with net sales of 313 million yuan, 283 million yuan and 211 million yuan respectively.
dragon tiger list: on February 16, among the stocks on the list, the largest net capital inflow was Aba Chemicals Corporation(300261) , which was 126 million yuan. The data showed that the stock had a 20cm large daily limit, and the turnover rate throughout the day was 17.62%. The top net inflow of funds was CICC Shanghai Branch, which bought a net 53.0741 million yuan. There were 20 stocks involved in the institutional participation in the dragon and tiger list, of which 5 stocks were net bought by the institution, and Chengda pharmaceutical was the most bought, amounting to 29.5964 million yuan. In addition, 15 shares were sold by institutions, and Zhejiang Dingli Machinery Co.Ltd(603338) was sold the most, with 380 million yuan.
margin trading : as of February 15, the balance of two financial transactions in Shanghai and Shenzhen was 1718.152 billion yuan, an increase of 2.257 billion yuan over the previous trading day. Among them, the financing balance was 1621.715 billion yuan, an increase of 748 million yuan over the previous trading day; The balance of securities lending was 96.437 billion yuan, an increase of 1.509 billion yuan over the previous trading day.
Shibor : Shibor reported 1.9420% overnight, up 13.5 basis points; Shibor reported 2.0570% in seven days, up 5.7 basis points; Three month Shibor reported 2.4100%, down 0.5 basis points.
foreign exchange
On February 16, the central parity rate of RMB was reported at 6.3463, up 142 points, and the central parity rate of the previous trading day was reported at 6.3605. The onshore RMB closed at 6.3353 against the US dollar at 16:30 on February 16, up 122 points from the previous trading day.
property market observation
China Central Television finance and Economics: since the beginning of 2022, the sentiment of the real estate market in key monitoring cities across the country has been generally depressed. Except for the increase of transaction scale in Shanghai and Suzhou, the transaction area of other cities has decreased compared with the Spring Festival last year.
On the morning of the working day, the reporter came to a real estate outside the outer ring road of Pudong New Area in Shanghai. The average price of the community opened this time was about 80000 yuan per square meter, and a total of 72 sets of stacked villa houses were launched. The reporter saw that all houses were sold out in less than a morning.
21 Century Business Herald: on the afternoon of February 16, the first round of centralized land supply in Beijing in 2022 ended the online bidding, and half of the plots were sold at the base price. Another 8 plots will be auctioned on site on February 17, with 41 real estate enterprises and consortia participating in the bidding. Among the 18 plots for land supply in this round, 8 were sold at the base price, 1 was sold at a premium of 0.5%, and 1 was sold because no one signed up. According to the reporter’s combing, the sold plots received a total of 20.697 billion yuan, and the vast majority of the transaction subjects were central enterprises or local state-owned enterprises.
international information
financial union: LVMH Louis Vuitton, the world’s largest luxury group, announced that the whole line of products will be increased this week, covering leather products, accessories and perfumes to cope with rising manufacturing costs and global inflation.
China Central Television news client: Breton, member of the European Commission in charge of the internal market, announced on the 15th local time that the EU will launch the “security constellation” plan to build an Internet covering Europe and parts of Africa based on satellite communication. The plan will launch 20000 low orbit satellites in the next decade, with a total investment of about 6 billion euros.
futures market
China Futures: China commodity futures closed with ups and downs. Lu and PTA fell by more than 3%, asphalt and staple fiber fell by more than 2%, Douyi and red jujube fell by more than 1%, and starch and plastics fell slightly; SS rose by more than 3%, ferrosilicon and soda ash rose by more than 2%, hot coil and apple rose by more than 1%, and soybean oil and soybean meal rose slightly.
International Futures: the April gold futures price, the most actively traded in the gold futures market of the New York Mercantile Exchange, rose $15.3 on the 16th from the previous trading day to close at $1871.5 an ounce, or 0.82%. New York oil prices rose on the 16th. The price of New York light crude oil futures for March delivery rose $1.59 to close at $93.66 a barrel.
overseas index
U.S. stock market: the three major U.S. stock indexes closed mixed, with the Dow down 0.15%, the S & P 500 up 0.09% and the NASDAQ down 0.11%,
European stock market: London stock market, the financial times 100 stock average price index 16 closed at 7603.78, down 5.14 points or 0.07% from the previous trading day. France Paris Stock Market CAC40 index closed at 6964.98 points, down 14.99 points or 0.21% from the previous trading day; Germany’s Frankfurt stock market DAX index closed at 15370.30, down 42.41 points or 0.28% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed up 2.27% to 27474.5 points. South Korea’s Kospi index closed up 53.14 points, or 1.99%, at 2729.68 on Wednesday, February 16.
