daily collection
Xinhua News Agency: the reporter learned on the 17th that the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration recently jointly issued a document agreeing to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Bay area, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, Zhangjiakou cluster and other 10 national data center clusters are planned. So far, the overall layout design of the national integrated big data center system has been completed, and the “counting from the east to the west” project has been officially launched.
interface news: on February 17, Shanghai Sunshine pharmaceutical procurement network released the notice on filling in the information of the seventh batch of drugs related to the centralized drug procurement organized by the state. The official announced that the seventh batch of national drug centralized procurement was officially launched. The scope of drug filling and reporting officially released this time has accumulated 208 product specifications. As more than 10 enterprises have been evaluated for some products, the fierce competition in this round of centralized procurement is expected to be inevitable. For example, omeprazole injection has been evaluated for at least 24 generic drugs.
Securities Times: on February 17, the national development and Reform Commission held a press conference to introduce the promotion of supporting high-quality development and building a demonstration area of common prosperity in Zhejiang Province. At the press conference, Chen Zhong introduced a series of employment and entrepreneurship policies to attract college graduates in Zhejiang. For example, college graduates who work in Zhejiang can enjoy living subsidies ranging from 20000 to 400000 or house purchase and rental subsidies; If college students want to start a business, they can borrow 100000 to 500000 yuan. If they fail to start a business, the government will compensate for the loan of less than 100000 yuan; College students are engaged in housekeeping, pension and modern agricultural entrepreneurship, and the government gives 100000 yuan of entrepreneurship subsidies. It should be noted that the so-called “government compensation” is by no means equivalent to “failure of entrepreneurship without repayment of loans”. According to the contents of relevant documents, the essence of government compensation of entrepreneurship guarantee loan is that when the borrower cannot repay in full and on time, the entrepreneurship guarantee fund will repay temporarily, but the borrower itself still has to fulfill the loan repayment obligation.
China Securities News Agency: in response to the withdrawal of 39.13% of ubiquant Asia Pacific hedge fund under top quantitative private placement Jiukun investment in January, the company responded that the communication with investors has been carried out and will continue. The company will adopt the method of no redemption fee for the above funds, and the redemption of investors is not subject to the lock-in period. Meanwhile, Jiukun investment recommends that investors continue to hold the product.
macroeconomic
Shanghai Securities News: Chen Xuejun, director of Shanghai Municipal Bureau of market supervision, said at the press conference of Shanghai municipal government on February 17 that standardization is a very important foundation and support in Shanghai’s urban digital transformation. Shanghai is considering promoting this work in three aspects. One is the formulation of “digital” of digitization itself. Second, Shanghai will arrange and promote the standardization of digital transformation in six dimensions: general foundation, data base, digital support, digital trust, scenario application, evaluation and promotion. Third, Shanghai has made clear the key departments, list and division of responsibilities.
Xinhuanetco.Ltd(603888) : the reporter learned from the Ministry of ecological environment on the 17th that recently, seven departments jointly issued the action plan for the comprehensive treatment of key sea areas, which made arrangements for the comprehensive treatment of three key sea areas during the 14th Five Year Plan period, including the Bohai sea, the Yangtze River Estuary Hangzhou Bay and the adjacent waters of the Pearl River Estuary.
China Central Television: according to the national development and Reform Commission, a new round of refined oil price adjustment window will open at 24:00 on February 17. China Central Television financial reporter learned from the national development and Reform Commission that the specific circumstances of the oil price adjustment are as follows: China’s gasoline and diesel prices increased by 210 yuan and 200 yuan per ton respectively. On the national average, 92 gasoline, 95 gasoline and 0 diesel increased by 0.16 yuan, 0.17 yuan and 0.17 yuan per liter respectively. China Central Television financial reporter has calculated an account for you. According to the estimation of the 50L capacity of the general household automobile fuel tank, it will cost 8 yuan to fill a box of No. 92 gasoline.
financial Associated Press: Guangzhou released the 14th five year plan for scientific and technological innovation in Guangzhou. According to the plan, by 2025, significant progress will be made in jointly building Guangdong Hong Kong Macao Dawan international scientific and technological innovation center and Dawan comprehensive national science center, the construction of scientific and technological innovation platform system will be comprehensively accelerated, new breakthroughs will be made in the construction of national laboratories and national technological innovation centers, and the number of strategic scientific and technological innovation platforms above the provincial level will reach 320, A number of major original achievements with important influence have been produced in several key areas.
industry dynamics
interface news: on February 17, the website of China Automobile Association released the notice on Application of new energy vehicle models in the countryside in 2022, and the deadline for application is March 10.
China Central Television finance and Economics: “beauty economy” is popular. Consumers’ pursuit of beauty has gradually extended from beauty and skin care to tooth beauty. Orthodontic, whitening, all ceramic, patch and other projects are favored by consumers, especially the group of people who do orthodontics. The increasing demand for orthodontics among young people is mainly due to the development of invisible orthodontic technology. According to the annual reports of listed companies and relevant data, China’s orthodontic market is in a period of rapid growth, with a three-year compound growth rate of about 15% from 2017 to 2020.
interface news: on February 17, the China Academy of communications released a report showing that in January, the shipment of mobile phones in the Chinese market was 33.022 million, a year-on-year decrease of 17.7%. Among them, 5g mobile phone shipments were 26.324 million, a year-on-year decrease of 3.5%, accounting for 79.7% of mobile phone shipments in the same period.
China Central Television finance and Economics: in 2022, China’s shipbuilding industry continued the hot market in 2021. According to the latest data, the global new ship orders in January this year were 3.07 million revised gross tons (CGT), an increase of 72% month on month, of which China’s orders were 1.47 million revised gross tons, accounting for 48%, ranking first in the world. As of the beginning of February this year, the number of orders held by China’s shipbuilding industry had reached 96.85 million dwt, accounting for 46.9% of the global market share. Stock market focus
first finance: Haitong Securities Company Limited(600837) said that A-Shares showed a trend of shrinking and rising this week, in which track stocks showed an oversold rebound, which boosted market confidence to a certain extent. However, it is worth noting that after the continuous adjustment of track stocks after the new year’s Day holiday, the performance of this round is more of a restorative rebound, and the sustainability of the subsequent rise of the sector remains to be seen.
financial Associated Press: in recent days, although the overall performance of A-Shares is weak, global investment institutions are more optimistic about a shares.
From the data, more and more Wall Street investment banks not only verbally sang more a shares, but also did take action to bring out real gold and silver to enter the A-share market. Chinese mainland equity funds entered a net inflow of US $16 billion 600 million in January this year, according to data from overseas research firm EPFR Global, which is the fourth time since the outbreak of COVID-19, more than 10 billion US dollars have been entered. Data show that the net inflow in December last year was nearly $11 billion.
financial Associated Press: on February 17, lithium battery track stocks strengthened collectively, with salt lake lithium extraction, lithium battery, cobalt and other sectors leading the rise. The phosphorus chemical sector, which is also an upstream industrial chain, also rose sharply. As of the close, the sector index rose by more than 3%. Huaxin Securities pointed out that “carbon neutralization” and “carbon peak” will become one of the most important tasks for China’s development for a long time in the future. The investment opportunities for new chemical materials in the future mainly come from the continuous mismatch between the continuous growth demand brought by new energy and the limited supply brought by the upgrading of industrial structure. It focuses on the links where new energy drives incremental demand and the supply side is limited, Phosphorus chemical industry, fluorine chemical industry, lithium salt, rare earth and other links are recommended.
China Fund News: according to the news from the Hong Kong stock exchange, the trading volume of MSCI China A50 stock index futures, a derivative instrument in China, has reached a new high. On February 16, the single day trading volume of MSCI China A50 interconnection (US dollar) index futures hit another record, with a single day trading volume of more than 65000, with a nominal amount of US $4.2 billion. Following the record of 51300 contracts traded in a single day on February 15, the nominal transaction amount reached US $3.3 billion, reaching a new high.
Subscription of new shares: none
subscription of new bonds: none
IPO: Biyi shares, Hualan vaccine
new bond listing: none
company news
Aotecar New Energy Technology Co.Ltd(002239) : the actual controller terminated the planning and resumed trading on the 18th after the change of control
Boe Technology Group Co.Ltd(000725) : about 2.932 billion restricted shares will be listed and circulated from February 21
Yango Group Co.Ltd(000671) : failed to pay interest on overseas bonds totaling US $27.2625 million within the 30 day exemption period
Gansu Shangfeng Cement Co.Ltd(000672) : it is planned to invest no more than 500 million yuan in new economy industries in 2022
Sec Electric Machinery Co.Ltd(603988) : planned termination of major asset restructuring
Dalian Zeus Entertainment Co.Ltd(002354) : since February 18, the securities abbreviation has been changed to “Tianyu digital Department”
Guangdong No.2 Hydropower Engineering Company Ltd(002060) : won the bid for the second batch of photovoltaic power generation projects in Aksu, Xinjiang in 2021
Chengdu Guibao Science & Technology Co.Ltd(300019) : subsidiary acquired Anhui sanuo to expand the capacity of silane coupling agent
Central China Securities Co.Ltd(601375) : net profit in 2021 increased by 385.57% year-on-year
Shede Spirits Co.Ltd(600702) : the net profit in 2021 was 1.246 billion yuan, with a year-on-year increase of 114.35%
Red Phase Inc(300427) : the actual controller plans to reduce no more than 7% of the shares of the company
Jiangsu Pacific Precision Forging Co.Ltd(300258) : the proposed issuance of convertible bonds will raise no more than 1 billion yuan
Contec Medical Systems Co.Ltd(300869) : covid-19 virus antigen detection kit has been allowed for overseas sales
Yifan Pharmaceutical Co.Ltd(002019) : application for registration and marketing license of deoxyepinephrine hydrochloride injection accepted
data list
Shanghai and Shenzhen Stock Markets: on February 17, the stock indexes of the two markets continued to rebound, but individual stocks fell more and rose less. As of the close, the Shanghai index rose 0.06%, the Shenzhen Composite Index rose 0.35% and the gem index rose 0.76%. In terms of sectors, the concept of lithium mine rose sharply, Tianqi Lithium Corporation(002466) , Sinomine Resource Group Co.Ltd(002738) and other stocks rose by the limit; Environmental protection, lithium extraction from salt lakes, phosphorus concept and nonferrous metals also rose sharply. Tourism, media, etc. fell sharply. More than 50 stocks in the two cities rose by 10% or more, nearly 3000 stocks fell, and more than 10 stocks such as China United Travel Co.Ltd(600358) , Poly Union Chemical Holding Group Co.Ltd(002037) fell by the limit.
Hong Kong stocks: Hong Kong stock Hang Seng Index closed up 0.3%, Hang Seng technology index rose 0.82%, aluminum stocks, rare earth stocks and other non-ferrous metal sectors rose collectively, Ganfeng Lithium Co.Ltd(002460) rose more than 7% and Aluminum Corporation Of China Limited(601600) rose more than 5%.
Shanghai Shenzhen Hong Kong stock connect: on February 17, statistics showed that the total net purchase of northbound funds was 1.72 billion yuan, including 1.637 billion yuan for Shanghai Stock connect and 83 million yuan for Shenzhen Stock connect. Among the top ten traded stocks, the top three in net purchases were Byd Company Limited(002594) , Ganfeng Lithium Co.Ltd(002460) and China stock market news, with net purchases of 395 million yuan, 345 million yuan and 339 million yuan respectively. The top three net sales are Eve Energy Co.Ltd(300014) , Zhejiang Yongtai Technology Co .Ltd(002326) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , with net sales of 568 million yuan, 355 million yuan and 169 million yuan respectively.
dragon tiger list: on February 17, among the stocks on the list, the largest net capital inflow was Tianqi Lithium Corporation(002466) , with a total of 446 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 7.65% throughout the day. The top net inflow of funds was Guotai Junan Securities Co.Ltd(601211) Ningbo Caihong North Road, with a net purchase of 195 million yuan, Guotai Junan Securities Co.Ltd(601211) Shanghai Xinzha Road, with a net purchase of 181 million yuan, and Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, with a net purchase of 144 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 9 were net bought by the institution and Tianqi Lithium Corporation(002466) was the most bought, amounting to 198 million yuan. In addition, 16 shares were sold by institutions, and Anhui Gourgen Traffic Construction Co.Ltd(603815) was sold the most, amounting to 47.9392 million yuan.
margin trading : as of February 16, the balance of two financial transactions in Shanghai and Shenzhen was 172.04 billion yuan, an increase of 2.088 billion yuan over the previous trading day. Among them, the financing balance was 1623.267 billion yuan, an increase of 1.552 billion yuan over the previous trading day; The balance of securities lending was 96.973 billion yuan, an increase of 536 million yuan over the previous trading day.
Shibor : Shibor reported 1.8550% overnight, down 8.7 basis points; Shibor reported 2.0020% in seven days, down 5.5 basis points; Three month Shibor reported 2.4060%, down 0.4 basis points.
foreign exchange
On February 17, the central parity rate of RMB was reported at 6.3321, up 142 points, and the central parity rate of the previous trading day was reported at 6.3463.
The onshore RMB closed at 6.3366 against the US dollar at 16:30, down 13 points from the previous trading day.
property market observation
Zhongxin Jingwei: on the afternoon of 17, Zhongxin Jingwei learned from Bank Of China Limited(601988) , Agricultural Bank Of China Limited(601288) , Industrial And Commercial Bank Of China Limited(601398) , China Construction Bank Corporation(601939) relevant business outlets in Heze City, Shandong Province that the four major banks reduced the down payment ratio of individual housing loans in the city, and the down payment ratio of “no house, no loan” buyers decreased from the previous lowest 30% to the lowest 20%.
first finance and Economics: the long silent local auction market finally woke up in spring. On February 17, the first round of centralized land supply for the new year in Beijing came to an end. In addition to one piece of land for auction, 17 pieces of land were sold in this round of land auction, with a total transaction price of 48.023 billion yuan, about 40% of the total amount of centralized land supply last year. Among them, some popular plots were scrambled by real estate enterprises, and up to ten real estate enterprise consortia participated in shooting the same plot.
international information
China Central Television finance and Economics: Paraguay is the fourth largest soybean exporter in the world. However, affected by the recent continuous dry weather, the soybean output fell sharply, reaching the lowest level in a decade. Paraguayan industry associations recently said that in order to meet the processing demand, they are negotiating the import of soybeans and have applied to the government for exemption from relevant taxes. If the negotiations are successful, this will be Paraguay’s first large-scale import of raw soybeans.
financial Associated Press: according to Platts energy information, the spot price of North Sea Brent crude oil in the UK market reached US $100.8 a barrel on the 16th, breaking 100 for the first time since 2014. US media said that the spot Brent spot price is the world’s most important crude oil price, which is at the center of the complex crude oil derivatives network and the price benchmark for the daily average trading of millions of barrels of crude oil.
futures market
China Futures: China commodity futures closed with more losses and less gains. Soda ash and glass fell more than 5%, jujube, PVC and eg fell more than 3%, PTA and asphalt fell more than 2%, hot roll and SS fell more than 1%, and Douyi and sugar fell slightly; Soybean meal and soybean second-class rose by more than 2%, soybean oil and coking coal rose by more than 1%, and pigs and ferrosilicon rose slightly.
International Futures: on Thursday, US Eastern time, international oil prices fell significantly. As of the close, March crude oil futures in New York closed down US $1.90, or 2.03%, to US $91.76/barrel; Brent April crude oil futures fell $1.84, or 1.94%, to $92.97 a barrel. The international gold price rose significantly. As of the close, the April gold futures price, which was the most actively traded in the gold futures market of the New York Mercantile Exchange, rose $30.5 to close at $1902 per ounce, or 1.63%.
overseas index
US stock market: on Thursday, US Eastern time, the three major indexes of US stocks fell across the board. As of the close, the Dow fell 622.24 points to 34312.03 points, down 1.78%; The NASDAQ fell 407.37 points, or 2.88%, to close at 13716.72 points; The S & P 500 index fell 94.75 points, or 2.12%, to 4380.26.
European stock market: on Thursday, European time, the main indexes of European stocks fell collectively. As of the close, the UK FTSE 100 index closed at 7537.37 points, down 66.41 points or 0.87% from the previous trading day; The French CAC40 index closed at 6946.82, down 18.16 points or 0.26% from the previous trading day; Germany DAX30 index closed at 15267.63, down 102.67 points or 0.67% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed down 221.4 points, or 0.81%, at 27239.0. South Korea’s Kospi index closed up 14.41 points, or 0.53%, at 2744.09.
