Summary:
Asset performance and capital changes:
China’s top five commodity gains and losses: rapeseed meal 1.61%, soybean meal 1.57%, soybean II 1.49% and lpg1 14%, Shanghai lead 1.08%; Soda ash – 5.20%, iron ore – 4.88%, glass – 4.85%, pvc-3.26%, thread – 2.94%
The top five (100 million yuan) of precipitation capital inflow and outflow: soybean meal 2.56, thread 2.07, Hujin 1.56, rapeseed meal 1.39 and HUNI 1.05; Hutong-1.68, palm-1.47, iron ore-1.30, soda ash-1.25, apple-1.12
Inflow and outflow of precipitation funds from the sector (100 million yuan): nonferrous metals 12.50, Shenzhen Agricultural Products Group Co.Ltd(000061) 2.08, energy and chemical industry 1.80, precious metals 1.58, black building materials -0.31
Important news and economic data:
The national development and Reform Commission will promote the formulation and promulgation of the platform for action to promote common prosperity and build a basic institutional arrangement for the coordination of primary distribution, redistribution and tertiary distribution.
The national development and Reform Commission and other four departments jointly issued a notice and agreed to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, and plan 10 national data center clusters.
It is reported that the four major state-owned banks have lowered the down payment ratio of individual housing loans in Heze City, Shandong Province, and the down payment ratio of “no house, no loan” buyers has decreased from the previous lowest 30% to the lowest 20%.
The annualized total number of new housing starts in the United States in January was 1.638 million, which is expected to be 1.7 million. The previous value of 1.702 million was revised to 1.708 million.
The number of initial jobless claims in the United States in the week to February 12 was 248000, with an expected 219000, up from 223000.
Risk tip: China’s real estate decline and the Federal Reserve tightening monetary policy
