daily collection
Xinhuanetco.Ltd(603888) : the General Administration of Customs recently issued an announcement to remind consumers to “temporarily not buy through any channels” and “immediately suspend consumption” of Abbott’s related infant products. According to the announcement, on February 18, the U.S. Food and Drug Administration (FDA) announced that it was investigating complaints of four infants infected with cronobacteria and Salmonella. According to the FDA, all four infants were reported to have consumed milk powder produced by Abbott at its Sturgis factory in Michigan, including Similac, Alimentum and EleCare.
daily economic news: on the afternoon of February 21, a news that “the game company will not issue a new version number in 2022” caused an uproar. A stone stirs thousands of waves. As the news fermented, the share prices of many game companies fell. For the above news, the reporter interviewed many parties on “whether to stop issuing version numbers in 2022” for details. The relevant person in charge of the game Working Committee of the audio and digital Association told reporters: “there is no such news.”
Xinhuanetco.Ltd(603888) : the national plan for the development of the cause of aging and the elderly care service system in the 14th five year plan was released on the 21st. We will strengthen the comprehensive elderly care service network, expand the coverage of inclusive elderly care services, strengthen the ability of home-based community elderly care services, improve the elderly health support system, vigorously develop the silver economy, practice the positive outlook on aging, and build a smart society that takes into account the needs of the elderly… During the 14th Five Year Plan period, the institutional framework of the national strategy to actively respond to population aging will be basically established, The sense of gain, happiness and security of the elderly were significantly improved.
interface news: Zhejiang Construction Investment Group Co.Ltd(002761) on the evening of February 21, it was announced that the closing price of the company’s shares increased by 170.88% and the cumulative turnover rate was 278.59% for 11 consecutive trading days from February 7 to February 21. During this period, it touched abnormal fluctuations in stock trading for many times. Due to the recent abnormal fluctuation of the company’s share price, the company will check the abnormal fluctuation of stock trading. The trading of the company’s shares has been suspended since the opening of the market on February 22 and resumed after the disclosure of the verification announcement.
macroeconomic
CBRC: from March 1, 2022, the pilot area of exclusive commercial endowment insurance will be expanded to the whole country. On the basis of the original six pilot companies, pension insurance companies are allowed to participate in the pilot of exclusive commercial pension insurance.
China News Network: the latest research report shows that the benefits of investing in digital transformation, especially cloud computing, are becoming more and more obvious. Chinese enterprises are committed to promoting digital transformation. The investment focus in the next 12 months is expected to shift to online customer service platform / e-commerce, digital transformation involving remote office and 5g technology. According to the report, digital transformation has evolved from an urgent task to an indispensable part of enterprise development – all enterprises are carrying out activities related to digital transformation, and the scale is gradually increasing.
China Fund News: on the evening of March 21, the central bank announced in the evening that the “measures for the administration of customer due diligence and the preservation of customer identity data and transaction records of financial institutions” originally scheduled to be implemented on March 1, which “need to register the source of funds for personal cash deposits and withdrawals exceeding 50000 yuan” had been suspended for “technical reasons”. The central bank said that after the release of the measures, some small and medium-sized financial institutions proposed that the measures put forward specific norms and requirements for different financial products and business models. Financial institutions need to revise and improve their internal management system, information system and business process, and conduct personnel training. Therefore, after study, it is decided to suspend the implementation of the measures.
economic reference network: since this year, more than 20 provinces, municipalities and autonomous regions have successively issued new development plans for all kinds of new energy vehicles to promote the development of new energy intelligent vehicles in R & D, promotion and use. Experts said that the rapid upgrading of consumption demand and the rapid development of new energy and intelligent technology have pushed new energy vehicles into a new stage of rapid growth.
industry dynamics
financial Associated Press: the national development and Reform Commission approved the haitantan coal mine project in the Southern District of Yuheng mining area, Shaanxi, with a construction scale of 5 million tons / year and a total investment of 8.124 billion yuan; The construction scale of haizetan coal mine is 6 million tons / year, and the total investment of the project is 7.46 billion yuan; Taohutu coal mine project in nalinhe mining area, Inner Mongolia, with a construction scale of 8 million tons / year and a total investment of 8.54 billion yuan.
Shanghai Securities News: Li Xinchuang, Party Secretary of metallurgical industry planning and Research Institute and vice president of China Iron and Steel Industry Association, said in an interview with Shanghai Securities News that output control is an important measure to promote China’s iron and steel industry to reach the peak of carbon emission and implement the double carbon goal, which mainly depends on the characteristics of the iron and steel industry: large volume base The process flow is highly carbonized, and the space for energy conservation and carbon reduction of steel enterprises is shrinking.
surging news: on February 21, the State Intellectual Property Office said in an interview in response to surging news that up to now, there are about 16000 trademark applications related to “metauniverse” and “metaverse” in the trademark database. In accordance with the provisions of the trademark law and its relevant regulations, the State Intellectual Property Office examined the application for trademark registration related to “metaverse” and “metaverse” according to law.
Shanghai Securities News: Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) the data on February 21 show that the price quotation of cobalt and lithium products is still rising rapidly after the sharp rise in the previous price. The quotation of electrolytic cobalt with specification ≥ 99.8% was raised again by 9000 yuan / ton, and the average price was 545000 yuan / ton. Jinchuan electrolytic cobalt with ≥ 99.8% increased by 8000 yuan / ton, and the average price reached 550500 yuan / ton.
stock market focus
China Securities News: on February 21, China Merchants Fund pointed out that in the short term, the A-share market is dominated by weak consolidation, but as time enters March, positive factors gradually increase, and the market is expected to gradually pick up. China Merchants Fund said that with the collective entry of high boom industries into a reasonable valuation range, the overall market valuation is reasonable, and the market adjustment momentum will be significantly weakened. Excluding the industries affected by the epidemic, industries with obvious development driving force and reasonable valuation may become the key to determine the investment performance this year.
Securities Times Network: 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. Dongguan Securities believes that the data center industry chain is expected to fully benefit. The industrial chain of data center is long, including IT equipment such as servers and switches, supporting equipment such as heat dissipation and racks, data center construction, operation and maintenance, etc.
The promotion of “counting from the east to the west” is expected to further stimulate the investment in the upstream and downstream of the industrial chain. It is suggested to pay attention to the relevant companies of the industrial chain.
financial Associated Press: Goldman Sachs strategy analysis team believes that with the continuous opening-up and reform measures, China’s A-share market with a market value of $14 trillion has become more investable. China’s stock market has become a theme of large-scale investment and excess return, which can not be ignored by investors in the world.
financial Associated Press: industry sources said that the “14th five year plan” new energy storage development plan will be officially introduced in the near future. New energy storage refers to the new electric energy storage technology besides pumped storage, including lithium battery, compressed air, liquid flow, flywheel, sodium battery, hydrogen storage, heat storage and other ways. Huang Xiuyu, an analyst at Dongguan securities, and Su Chen, an analyst at Zhongtai Securities Co.Ltd(600918) have previously released research reports. It is expected that electrochemical energy storage will become the main development direction of energy storage in the future. Deng Yongkang, an analyst at Anxin securities, estimates that the global electrochemical energy storage market for power system is expected to exceed 500 billion in 2025, with broad growth space. China’s lithium iron phosphate energy storage products are expected to continue to increase the market share with high cost performance in the future, and Chinese enterprises have great prospects.
Subscription of new shares: none
subscription of new bonds: hardcover convertible bonds
IPO: Jinhui shares, newtage
listing of new bonds: Huazheng convertible bonds
corporate news
China Mobile: the number of mobile users increased by 4.497 million in January 2022
China Telecom Corporation Limited(601728) : the number of 5g package users increased by 8.26 million in January
Shanghai Feilo Acoustics Co.Ltd(600651) : plans to sell 100% shares of Feile investment
Hangzhou Silan Microelectronics Co.Ltd(600460) : plans to increase capital to Shilan Jike together with the second phase of large fund
China Zheshang Bank Co.Ltd(601916) : directors and senior executives plan to increase their holdings of A-Shares to stabilize the stock price
Anyuan Coal Industry Group Co.Ltd(600397) : Shangzhuang coal mine resumed production
Sichuan Yahua Industrial Group Co.Ltd(002497) : the net profit in the first quarter increased by 1053.67% – 1438.22% year-on-year
Chongqing Department Store Co.Ltd(600729) : the controlling shareholder plans to reduce its shares by no more than 3%
Tianfeng Securities Co.Ltd(601162) : shareholder contemporary group plans to reduce its shares by no more than 1.71%
Gepic Energy Development Co.Ltd(000791) : it is proposed to raise no more than 1.2 billion yuan for photovoltaic power generation projects
Jingke energy: the first n-type battery of tigerneo in Haining base was successfully offline
Tibet Summit Resources Co.Ltd(600338) : plans to sign a 650 million yuan adsorption equipment supply contract with Sunresin New Materials Co.Ltd Xi’An(300487)
Aba Chemicals Corporation(300261) : has not decided whether to build multiple projects declared
Luxshare Precision Industry Co.Ltd(002475) : proposed to raise no more than 13.5 billion yuan
data list
Shanghai and Shenzhen Stock Markets: on the 21st, the three major indexes opened up and down. The Shanghai index and Shenzhen Composite Index maintained a narrow range throughout the day, and the trend of gem index was weak. The concepts of counting from the east to the West and assisted reproduction have strengthened significantly, and energy storage, lithium battery, education and traditional Chinese medicine stocks have an active trend. As of the close, the Shanghai index closed flat, the Shenzhen Composite Index rose 0.09%, and the gem index fell 0.79%. On the disk, it equipment, telecom operation, coal and other sectors led the increase; Building materials, wine making, insurance and other sectors led the decline.
Hong Kong stocks: Hang Seng Index closed down 0.65%, Haidilao fell more than 5%, leading the decline of blue chips. Technology stocks fell unilaterally, the Hang Seng technology index fell 2.78%, beep dropped nearly 10%, Kwai fell 7%, Tencent fell 5%. Real estate stocks weakened, and Zhengrong real estate fell nearly 14%.
Shanghai Shenzhen Hong Kong stock connect: on February 21, the north capital sold a net 3.522 billion yuan, of which the Shanghai Stock connect sold a net 2.921 billion yuan and the Shenzhen Stock connect sold a net 601 million yuan. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , China stock market news and Boe Technology Group Co.Ltd(000725) ranked among the top three, with net purchases of 551 million yuan, 496 million yuan and 399 million yuan respectively. The net sales of Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) ranked among the top three, with net sales of 696 million yuan, 430 million yuan and 424 million yuan respectively.
dragon tiger list: on February 21, among the stocks on the list, the largest net capital inflow was Yotrio Group Co.Ltd(002489) , with a net inflow of 199 million yuan on the third day. Data show that the stock closed within the daily limit, up 33.04% in the past three days. Huaxin Shanghai Branch, the top company in terms of net capital inflow, bought 21.594 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, Sinomine Resource Group Co.Ltd(002738) was the most bought, with a net purchase of 60.9203 million yuan in three days. In addition, 15 shares were sold by institutions, and Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) was sold the most, with 160 million yuan.
margin trading : as of February 18, the balance of two financial transactions in Shanghai and Shenzhen was 1716.787 billion yuan, a decrease of 4.495 billion yuan compared with the previous trading day. Among them, the financing balance was 1619.88 billion yuan, a decrease of 3.768 billion yuan compared with the previous trading day; The balance of securities lending was 96.907 billion yuan, a decrease of 727 million yuan compared with the previous trading day.
Shibor : Shibor reported 2.1950% overnight, up 8.5 basis points; Shibor reported 2.1400% in seven days, up 4.2 basis points; Three month Shibor reported 2.3920%, down 0.8 basis points.
foreign exchange
On February 21, the central parity rate of RMB was reported at 6.3401, down 58 points, and the central parity rate of the previous trading day was reported at 6.3343 The onshore RMB closed at 6.3333 against the US dollar at 16:30 on February 21, down 68 points from the previous trading day.
property market observation
Securities Times: according to Nanguo morning post, on February 18, Nanning housing provident fund management center issued the implementation rules for the management of individual housing loans of Nanning housing provident fund, which will be implemented from March 1. A number of policies in the new regulations are implemented to benefit the people, including that the proportion of down payment of provident fund loan for the second house shall not be less than 30% of the housing value, that is, the loan amount shall not be higher than 70% of the housing value.
It is reported that the down payment ratio of the previous two suites should not be less than 40% of the housing value.
China Central Television: Industrial And Commercial Bank Of China Limited(601398) , Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) , China Construction Bank Corporation(601939) , Bank Of Communications Co.Ltd(601328) , Postal Savings Bank Of China Co.Ltd(601658) six major banks reduced the housing loan interest rate in Guangzhou from the 21st. Among them, the preferential approval interest rate of the first house is reduced from the previous LPR + 100bp (5.6%) to LPR + 80bp (5.4%), and the preferential approval interest rate of the second house is reduced from the previous LPR + 120bp (5.8%) to LPR + 100bp (5.6%). The reporter preliminarily calculated that the loan is 2 million yuan, with a 30-year term and equal principal and interest repayment. The first house loan buyers can pay about 250.96 yuan less each month, and the second house loan buyers can pay about 253.48 yuan less each month.
international information
first finance: according to the latest data of the National Association of Realtors (NAR), the stock of houses available for purchase in the United States fell to 860000 in January, down 16.5% year-on-year. According to the current sales rate, the supply of unsold inventory can only be maintained for 1.6 months, Lawrence Yun, NAR’s chief analyst, called it “the housing inventory in the market is still seriously depleted and is currently at an all-time low”.
interface news: Korea Radio International reported on February 21 that the average price of gasoline in Seoul, South Korea, exceeded 1800 won / L. The average price of gasoline in Seoul was 1801.4 won / L on the morning of the 21st, up 4.58 won from the previous day, according to opinet, the oil price information website of the Korean petroleum commune. This is the price of gasoline in Seoul, which has broken through 1800 won again after 14 weeks since the implementation of the fuel tax reduction measures on November 12 last year.
futures market
China Futures: China commodity futures closed, led by black, with Zheng coal up more than 6%, coking coal up more than 5%, iron ore and soda ash Zheng oil up more than 4%, Zheng oil and coke up more than 3%, manganese silicon and palm up more than 2%, beans 2 and asphalt up more than 1%, and rapeseed meal and Zheng cotton up slightly; LPG fell more than 3%, pigs fell more than 2%, Shanghai zinc and urea fell more than 1%, starch and Shanghai aluminum fell slightly.
International Futures: Brent April crude oil futures closed up $1.85, or 1.98%, at $95.39/barrel. COMEX April gold futures closed up 0.34% to $1906.2 an ounce.
overseas index
US stock market: on Monday, February 21, US stocks were closed for one day due to the president’s Day holiday. US stocks traded normally on Tuesday, February 22.
European stock markets: the Russian MOEX index fell 10.56% and the Russian trading system index (RTs) fell 13%. in London, the financial times 100 stock average price index closed at 7484.33, down 29.29 points or 0.39% from the previous trading day. France Paris Stock Market CAC40 index closed at 6788.34 points, down 141.29 points or 2.04% from the previous trading day; Germany’s Frankfurt DAX index closed at 14731.12, down 311.39 points or 2.07% from the previous trading day.
The Asia Pacific stock market closed at 1230.902} 225 {457} points, down 267.7} on June. South Korea’s Kospi index closed down 0.72 points, or 0.03%, at 2743.8.
