daily collection
financial Associated Press: the CPC Central Committee and the State Council issued the opinions on comprehensively promoting the key work of Rural Revitalization in 2022, and put forward the following opinions. We will increase subsidies for farmland rotation and incentives for large oil producing counties, focus on supporting appropriate regions, key varieties and business service subjects, promote belt composite planting of corn and soybean in the Huang Huai Hai, northwest and southwest regions, carry out grain and bean rotation in the northeast region, and promote the pilot of water to drought and rice to beans in some underground water overexploitation areas and well irrigated rice areas in cold areas in Heilongjiang Province, Develop winter fallow fields and expand rape planting in the Yangtze River Basin. Carry out demonstration of soybean planting in saline alkali land. Support the expansion of Camellia oleifera planting area and the transformation and upgrading of low yield forests.
surging news: surging news learned from the participants that at 15:00 on the same day, the economic operation Bureau of the national development and Reform Commission held a video conference on stabilizing coal prices. The participants included Shaanxi Provincial Development and Reform Commission, Shaanxi Provincial Energy Bureau, Shanxi Provincial Energy Bureau, inner Mongolia Autonomous Region Energy Bureau, Hebei Port Group, my iron and steel network, etc, The meeting mainly focused on the current coal market price, studying and standardizing coal market transactions and stabilizing coal price market.
Shanghai Securities News: the reporter learned that the implementation plan for the development of new energy storage in the 14th five year plan has been issued recently. The goal of the scheme is that by 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. By 2030, new energy storage will be fully market-oriented. This means that in the next three to eight years, China’s new energy storage industry will usher in a round of great development.
Securities Times: the regulatory authorities are brewing to promote the classification reform of trust business, explore the purpose of trust, the way of trust establishment, the content and method of trust property management as the basis of classification, and divide the trust business into three new categories: asset management trust, asset Service trust and public welfare / charity trust. It is understood that the draft for comments on the business classification reform will be issued in the near future, and the business classification reform will be promoted as the key work of the trust industry in 2022. With the development of the industry, the classification of trust business has been evolving. Since the introduction of the new asset management regulations in 2018, the trust business has been gradually divided into three categories: fund trust, service trust and charitable trust.
macroeconomic
Securities Times website: the national development and Reform Commission and the Energy Administration issued the implementation plan for the development of new energy storage in the 14th five year plan. The scheme is proposed to promote diversified technology development. Carry out research on key core technologies, equipment and integrated optimization design of sodium ion batteries, new lithium-ion batteries, lead-carbon batteries, liquid flow batteries, compressed air, hydrogen (ammonia) energy storage, hot (cold) energy storage, focus on energy storage technologies such as superconductivity and supercapacitor, and develop and reserve liquid metal batteries, solid-state lithium-ion batteries Metal air battery and other new generation high energy density energy storage technologies. Break through the whole process safety technology. Break through key technologies such as battery intrinsic safety control, safety early warning of electrochemical energy storage system, multi-level protection structure and key materials of the system, efficient fire extinguishing and anti reburning, and overall safety design of energy storage power station, so as to support the safe operation of large-scale energy storage power station.
Securities Times: on February 22, the national development and Reform Commission, together with the Ministry of transport, the Ministry of Commerce, the Ministry of culture and tourism and the Civil Aviation Administration, jointly held a national video conference on implementing policies and measures to promote the recovery and development of the service industry, deployed and implemented the task requirements, and further paid close attention to promoting the recovery and development of the service industry. The meeting called for the immediate implementation of policies and measures that can be directly implemented to ensure that enterprises enjoy policy dividends as soon as possible; For policies and measures that need to be further refined, we should promptly introduce specific policy implementation measures and special supporting policies to ensure that the policies are implemented as soon as possible; For the implementation of policies and measures that need local financial support, we should comprehensively coordinate local resources according to the specified procedures.
Shanghai Securities News: the Ministry of agriculture and rural areas formulated the action plan for improving the competitiveness of dairy industry in the 14th five year plan and issued it recently. The document proposes that all localities make overall use of multi-channel funds such as central and local financial subsidy funds, financial capital and self raised funds of the implementation subject to support, and the financial subsidy funds can take the form of “construction first and then supplement, and reward instead of supplement” to provide overall support for the project tasks. Innovate the investment and financing system and mechanism, guide financial and social capital to participate in project implementation, strengthen the connection with various financial institutions such as policy and development, actively strive for the support of credit funds and funds, and form a diversified investment pattern. Support enterprises to participate in the actions to improve the competitiveness of the dairy industry through mergers and acquisitions and equity participation.
financial Associated Press: the work safety committee of the Ministry of industry and information technology held a plenary meeting on the afternoon of the 21st. The meeting stressed that the State Council should earnestly rectify the problems found in the safety production assessment of our department, establish the rectification and implementation account for the assessment feedback problems, and rectify them one by one to ensure that the measures are implemented and the rectification is complete. We should strengthen the safety supervision of the civil explosive industry, compact the main responsibility of enterprises, carefully implement the responsibilities of safety production, strengthen the reorganization and integration, promote technological transformation, improve the intrinsic safety level of the industry, and ensure the safe production of the civil explosive industry.
interface news: recently, the Ministry of transport issued the notice on actively expanding effective investment in transportation, and deployed to expand effective investment in transportation in 2022 to achieve a “good start” and “stable start”. The notice requires that all localities and units should earnestly ensure the policy elements such as capital and land, give full play to the guiding and driving role of central funds, innovate the investment and financing system and mechanism, strengthen communication and coordination with relevant departments, promote the establishment of inter ministerial, inter provincial and inter ministerial coordination and promotion mechanisms for major projects, and form a joint force to promote the construction of major projects.
industry dynamics
Securities Times: Longi Green Energy Technology Co.Ltd(601012) raised the price of monocrystalline silicon again. Compared with the last quotation (January 16), the price of silicon wafers of different sizes increased by 0.3 ~ 0.35 yuan / piece, or 5.7 ~ 6.1%, equivalent to a rise of about 5 points / W.
China Central Television finance and Economics: driven by the strong demand for new energy vehicles, the prices of valuable metals such as nickel, manganese, cobalt and lithium, which are raw materials for power batteries, have risen rapidly. Lithium carbonate, in particular, rose from more than 50000 yuan per ton to about 430000 yuan a year, an increase of more than 7 times, and nickel and cobalt also increased by more than 60%. The price rise of raw materials has directly led to the soaring price of power battery recycling, which has also brought better profits to recycling enterprises. Insiders told reporters that it takes nearly three months from buying retired power batteries to recycling and selling valuable metals, which makes recycling enterprises enjoy the dividends of subsequent price increases, and the gross profit margin almost doubled.
China News Network: the official website of the Sichuan Provincial Development and Reform Commission said on the 22nd that recently, with the approval of the people’s governments of Sichuan and Chongqing, the development and reform commissions of the two provinces and cities issued the overall plan for the integrated development of culture and Tourism demonstration zone of Capital University.
The overall plan requires the demonstration area to fully tap cultural tourism resources, promote the deep integration of culture and tourism, build an industrial agglomeration with cultural tourism integration development community and cooperation, create a national demonstration area for cultural and tourism integration development, drive the construction of Bashu cultural tourism corridor, and build a world-class cultural tourism destination with international model, Chinese flavor and Bashu charm.
Securities Times: China Iron and Steel Industry Association: January is the off-season of steel demand. Due to the cold weather, the invasion of “Omicron” epidemic, limited production in heating season, Winter Olympic Games and other factors, the steel demand in the Chinese market is relatively weak, and the steel output remains low. Due to the enhanced market expectation, the steel price rises slightly. It fluctuated slightly in the later stage.
stock market focus
daily economic news: deppon securities 2022 spring economic and Investment Summit was held in Shanghai on February 22. Wu Kaida, deputy director and chief strategic analyst of Debang Securities Research Institute, released A-share investment strategy entitled “everything comes from winter to spring”. In Wu Kaida’s view, the current A-share policy bottom has appeared, the market bottom may have been proved, and the economic bottom may be proved in the second quarter.
interface news: on February 22, 2022, with the escalation of the “Russia Ukraine conflict”, the global stock market fluctuated violently. What impact will the “Russia Ukraine conflict” have on the global economy in the future? From the perspective of the stock market, the economic impact of the “Russia Ukraine conflict” has also caused “emotional fluctuations” in the capital market. During the Crimea incident, the stock markets of Russia, the United States and China all experienced a short decline. In the later stage of the incident, the overall Russian capital market continued to fluctuate downward, and the stock markets of the United States and China gradually corrected.
first finance and Economics: on February 22, Sinolink Securities Co.Ltd(600109) according to Zhao Wei, chief economist, the A-share market is not pessimistic under the background that the “kinetic energy switching” is still accelerating. At the summit on the same day, Sinolink Securities Co.Ltd(600109) senior strategist AI Xiongfeng also expressed optimism about the Chinese market. He said that at present, the market is in a worry free and trouble free stage, and A-Shares will usher in the transition from defensive to offensive stage. In terms of market rhythm, AI Xiongfeng believes that it may show an n-shaped upward trend.
financial Associated Press: the fermentation of the conflict between Russia and Ukraine has become an irregular “bomb” affecting the current global capital market. Synchronized with the news that Russian President Vladimir Putin recognized the independence of the Republic claimed by separatist forces in Ukraine, the stock markets of many countries fell collectively on the 22nd, and the shock weakened after the A-share market opened low. When the market falls, the first reaction of investors may be “escape”. Huaxia Fund gave the most view, “after each bottom, the index finally rose back, and higher than the previous high.” Huaxia Fund also analyzed that no one can predict whether it is the bottom at present, but the mentality can be optimistic. From the perspective of valuation, the current all a P / E ratio TTM is 18.86 times, which is located at the 56% quantile in recent 10 years, which is significantly lower than the 24.5 times high in February last year. The market pessimism has been released and is at the median level, which is more cost-effective than the previous period.
subscription of new shares: Huashi Technology
subscription of new bonds: none
IPO: Weimao electronics and West Point pharmaceutical
new bond listing: none
company news
Han’S Laser Technology Industry Group Co.Ltd(002008) : subsidiary Han Zu optoelectronics plans to introduce strategic investment
Tianyu Eco-Environment Co.Ltd(603717) : plans to acquire 51% equity of Qinghai juzhiyuan with no more than 610 million yuan
Jiangxi Copper Company Limited(600362) : holding subsidiary Jiangxi copper foil plans to be listed separately
Guangdong Guanghua Sci-Tech Co.Ltd(002741) : signed strategic cooperation agreements with Aodong new energy and Panasonic China
Yihai Kerry Arawana Holdings Co.Ltd(300999) : net profit in 2021 decreased by 31% year-on-year
Hangzhou Hikvision Digital Technology Co.Ltd(002415) : the net profit in 2021 was 16.784 billion yuan, with a year-on-year increase of 25.39%
Kingsemi Co.Ltd(688037) : net profit in 2021 increased by 58.09% year-on-year
Puya Semiconductor (Shanghai) Co.Ltd(688766) : net profit in 2021 increased by 239.96% year-on-year
Guangdong Jinming Machinery Co.Ltd(300281) : net profit in 2021 increased by 7.55% year-on-year
Guangdong Kinlong Hardware Products Co.Ltd(002791) : the net profit in 2021 was 901 million yuan, with a year-on-year increase of 10.29%
Shenzhen Fortune Trend Technology Co.Ltd(688318) : net profit in 2021 increased by 18.8% year-on-year
Chacha Food Company Limited(002557) : the net profit in 2021 was 930 million yuan, with a year-on-year increase of 15.52%
Cambricon Technologies Corporation Limited(688256) : several shareholders plan to reduce their shares by no more than 5.82% in total
Spring Airlines Co.Ltd(601021) : plan to repurchase shares
data list
with 50 million yuan to 100 million yuan
Shanghai and Shenzhen Stock Markets: the three major indexes opened low and went low. The gem index once fell by more than 2%. Stocks showed a general downward trend, with about 3700 stocks floating green in the two cities. As of the close, the Shanghai index fell 0.96%, the Shenzhen composite index fell 1.29% and the gem index fell 1.38%. On the disk, oil, nonferrous metals, gas supply and heating and other sectors led the increase; Hotel catering, Internet, wine and other sectors led the decline.
Hong Kong stocks: Hong Kong stock Hang Seng Index closed down 2.69%, the biggest decline since September last year; Hang Seng technology index fell 1.89%, the industry sector fell collectively, with gas stocks, automobile stocks and technology stocks leading the decline. ENN energy fell more than 10% and meituan fell more than 5%. Rusal fell 18%.
Shanghai Shenzhen Hong Kong stock connect: on February 22, the north capital sold a large net of 7.34 billion yuan, including 4.242 billion yuan for Shanghai Stock connect and 3.098 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, Wuxi Apptec Co.Ltd(603259) , Will Semiconductor Co.Ltd.Shanghai(603501) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) were among the top three, with net purchases of 410 million yuan, 184 million yuan and 102 million yuan respectively. The net sales of Kweichow Moutai Co.Ltd(600519) , Ping An Insurance (Group) Company Of China Ltd(601318) , Longi Green Energy Technology Co.Ltd(601012) ranked among the top three, with net sales of 1.612 billion yuan, 495 million yuan and 324 million yuan respectively.
dragon tiger list: on February 22, among the stocks on the list, the largest net capital inflow was Nanjing Hicin Pharmaceutical Co.Ltd(300584) , with a net inflow of 109 million yuan in the three days. The data showed that the stock had a large daily limit of 20cm, with a cumulative increase of 46.78% in the past three days. The net inflow of funds into Huatai Wuxi Jiefang West Road was 46.1835 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 8 were net bought by the institution and Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) was the most bought, amounting to 86.2981 million yuan.
In addition, 14 shares were sold by institutions, and Anhui Golden Seed Winery Co.Ltd(600199) was sold the most, with a net sales of 239 million yuan in the three days.
margin trading : as of February 21, the balance of two financial transactions in Shanghai and Shenzhen was 1723.188 billion yuan, an increase of 6.401 billion yuan over the previous trading day. Among them, the financing balance was 1626.818 billion yuan, an increase of 6.938 billion yuan over the previous trading day; The balance of securities lending was 96.37 billion yuan, a decrease of 537 million yuan compared with the previous trading day.
Shibor : Shibor reported 2.0390% overnight, down 15.6 basis points; Shibor reported 2.1910% in seven days, up 5.1 basis points; Three month Shibor reported 2.3850%, down 0.7 basis points.
foreign exchange
On February 22, the central parity rate of RMB was 6.3487, down 86 points, and the central parity rate of the previous trading day was 6.3401 The onshore RMB closed at 6.3356 against the US dollar at 16:30 on February 22, down 23 points from the previous trading day.
property market observation
Beijing News: last week, confidence in Beijing’s real estate market recovered. The overall performance was that the volume and price rose together, and the transaction volume and trading volume doubled month on month. According to the statistics of Beijing Zhongyuan, last week (February 14-february 20), the new housing market in Beijing (excluding relocated houses, excluding jointly owned houses, including ordinary houses + high-end houses + villas) sold a total of 5.829 billion yuan, up about 103.88% month on month; 720 units were sold last week, an increase of 351 units month on month; The corresponding average transaction price is about 60094 yuan / m2, with a steady increase month on month.
first finance and Economics: the cost of buying a house is reduced, the pressure of repaying the loan is reduced, and the speed of bank lending is accelerated… Recently, the reasonable housing demand of home buyers is receiving greater credit support in both hot and non hot cities. On the 22nd, the reporter learned from several sales offices in Bengbu, Anhui Province and local branches of many commercial banks such as Bank Of Communications Co.Ltd(601328) , China China Construction Bank Corporation(601939) , Bank Of China Limited(601988) that the down payment ratio of the first suite of some buildings can be implemented by 20% in the near future.
international information
interface news: the Central Bank of Russia issued a statement on its website that in order to adapt the financial sector to the increased volatility, the Central Bank of Russia allowed financial institutions to calculate mandatory ratios using the foreign exchange rate on February 18, and also allowed financial institutions to report the value of stocks and bonds at the price on February 18. Both measures will last until October 1. In addition, the Russian central bank is ready to take additional measures.
interface news: analysts and traders said that the escalating tensions between Russia and Ukraine, the world’s major food producers, could force buyers of wheat, corn and sunflower oil to seek alternative import sources, thus pushing up global food prices, which are close to their high for many years. As Russia and Ukraine account for about 29% of global wheat exports, 19% of global corn supply and 80% of global sunflower oil exports, traders are worried that any military conflict may affect the transportation of crops and urge importers to import from other places to replace the supply in the Black Sea region.
futures market
China Futures: China commodity futures closed, led by energy and chemical industry, with fuel oil up more than 7%, asphalt up more than 6%, crude oil up more than 5%, Lu up more than 4%, beans II and PTA up more than 3%, Zheng you and LPG up more than 2%, Shanghai aluminum and soda ash up more than 1%, corn and coke up slightly; NR and pigs fell by more than 2%, ferrosilicon and hot coil fell by more than 1%, and PVC and iron ore fell slightly.
International Futures: WTI crude oil futures closed up 1.40% to US $92.35/barrel. COMEX April gold futures closed up 0.4% to $1907.40 / ounce.
overseas index
U.S. stock market: the three major indexes of U.S. stocks collectively closed down, with the Dow down 1.41%, the S & P 500 down 1.02%, 10% lower than the January high, entering the correction area, and the NASDAQ down 1.22%.
European stock market: Russia trading system index RTS closed up 1.59% to 1226.69 points, down more than 10% at the beginning of the session; The Moscow Stock Exchange (MOEX) index closed up 1.42% at 3080.11. In London, the financial times 100 stock average price index 22 closed at 7494.21, up 9.88 points or 0.13% from the previous trading day. France Paris Stock Market CAC40 index closed at 6787.60 points, down 0.74 points or 0.01% from the previous trading day; Germany’s Frankfurt stock market DAX index closed at 14693.00, down 38.12 points or 0.26% from the previous trading day.
Asia Pacific Stock Market: the Nikkei 225 index closed down 453.37 points, or 1.68%, at 26457.50 on February 22 (Tuesday). South Korea’s Kospi index closed down 37.01 points, or 1.35%, at 2706.79.
