daily collection
central bank: the 2022 working conference of the people’s Bank of China was held in the morning of December 27 in the form of video. The meeting called for the comprehensive use of a variety of monetary policy tools to maintain reasonable and sufficient liquidity, enhance the stability of the growth of total credit, increase support for the real economy, and maintain the basic matching between the growth of money supply and social financing scale and economic growth.
national development and Reform Commission: the relevant person in charge of the national development and Reform Commission answered a reporter’s question on the negative list of foreign investment access in 2021: the negative list of foreign investment access in 2021 has further shortened the length, improved the management system and improved the accuracy. Among them, in the field of automobile manufacturing, the restriction on the proportion of foreign shares in passenger car manufacturing and the restriction that the same foreign investor can establish two or less joint ventures producing similar vehicle products in China. In the field of radio and television equipment manufacturing, the restrictions on foreign investment in the production of satellite television broadcasting ground receiving facilities and key parts shall be abolished and managed in accordance with the principle of consistency between domestic and foreign investment.
wechat China: recently, the Central Commission for network security and informatization issued the National Informatization Plan for the 14th five year plan to make deployment arrangements for China’s informatization development during the 14th Five Year Plan period. The plan proposes that by 2025, the construction of Digital China will make decisive progress, and the development level of informatization will rise sharply. The digital infrastructure system is more complete, the digital technology innovation system is basically formed, the quality and benefits of digital economic development have reached the world leading level, the construction of digital society has been steadily promoted, the construction level of digital government has been comprehensively improved, the guarantee ability of digital people’s livelihood has been significantly enhanced, and the digital development environment is becoming more and more perfect.
macroeconomic
National Bureau of Statistics: from January to November, industrial enterprises above Designated Size achieved a total profit of 7975.01 billion yuan, a year-on-year increase of 38.0%, an increase of 41.3% over January to November 2019, and an average increase of 18.9% over the two years. In November, industrial enterprises above Designated Size realized a total profit of 805.96 billion yuan, a year-on-year increase of 9.0%.
21 finance and Economics: on December 27, the national development and Reform Commission issued the development plan of Jiangsu coastal areas (2021-2025), which planned the medium and long-term industrial development of Jiangsu coastal areas. In terms of energy infrastructure, the NDRC has set targets for the construction of oil and gas pipelines, power transportation, wind power photovoltaic industry, nuclear power and other facilities in the region. Looking forward to the future, Jiangsu coastal areas will promote the construction of bases and transfer centers for basic energy such as oil, gas and coal, focus on the development of renewable energy such as wind power, and build a new energy industry base with global influence.
China government network : the State Council agreed in principle to the 14th five year plan for marine economic development, optimized the spatial layout of marine economy, accelerated the construction of a modern marine industrial system, focused on improving the independent innovation ability of marine science and technology, and coordinated the protection and development of marine resources.
Ministry of agriculture and rural areas: the meeting of directors of the national Department of agriculture and rural areas was held in Beijing on the 27th. The meeting stressed the need to overcome difficulties and expand the planting of soybean oil. Take expanding soybean oil production as a major political task that must be completed next year, pay close attention to the recovery of soybean area in the four provinces and regions of Northeast China, support the promotion of corn soybean strip composite planting in the northwest, Huang Huai Hai, southwest and the middle and lower reaches of the Yangtze River, accelerate the promotion of new models and technologies, gradually promote the compatible development of soybean and corn, and pay close attention to the production of oilseeds such as rape and peanut Take multiple measures to expand area and increase yield.
industry dynamics
Securities Times Network: according to the news of China Steel Association on the 27th, in mid December, key statistics showed that iron and steel enterprises produced 18.9046 million tons of crude steel, 16.3633 million tons of pig iron and 18.3052 million tons of steel. Among them, the daily output of crude steel was 1.8905 million tons, down 2.26% month on month; The daily output of pig iron was 1.6363 million tons, down 0.33% month on month; The daily output of steel was 1.8305 million tons, up 1.73% month on month.
financial Associated Press: the national development and Reform Commission and the Ministry of industry and information technology recently issued the notice on matters related to the circular transformation of parks in the 14th five year plan, which makes it clear that all qualified parks above the provincial level (including economic and technological development zones, high-tech industrial development zones, export processing zones and other industrial parks) will implement circular transformation by the end of 2025, Significantly improve the development level of green and low-carbon cycle in the park. Through recycling transformation, the utilization efficiency of energy, water, land and other resources in the park will be greatly improved, and the emissions of carbon dioxide, solid waste, wastewater and major air pollutants will be greatly reduced.
China Securities Journal: recently, at the Dajiang vehicle experience exchange activity, Xie Tiandi, the person in charge of Dajiang vehicle market, said that many businesses of Dajiang vehicle are being promoted. As a first-class supplier, Dajiang vehicle is giving full play to its strengths and choosing partners who agree with Dajiang and share the same interests with Dajiang. Dajiang vehicle team is expanding rapidly. At present, Dajiang vehicle team has nearly 1000 personnel.
first financial: on the 27 day of Baidu Creat2021 conference, Baidu chairman Robin Li appeared in a mobius ring shaped planet, “he soil”, he revealed in 2023 the mass production of the first set of cars, the next 5 years to train 5 million AI talents, etc., the latest development in the AI field. Robin Li’s “digital man” also showed his own experience of visiting the space station. In his opinion, in the era of “man-machine symbiosis”, China has ushered in a golden decade of AI.
stock market focus
China Securities News: in the afternoon of December 27, Nari Technology Co.Ltd(600406) dived, driving the collective decline of UHV plate. In response to the rumor that “distribution network investment will decline”, the relevant person of Nari Technology Co.Ltd(600406) board of directors Office responded: “the company’s current operation is normal. At present, the state grid investment is still promoting the relevant power grid construction in accordance with the overall national strategy.” Sinolink Securities Co.Ltd(600109) replied that “rumors are spreading online”. Many brokerage institutions said that this is false news and groundless. Zhu Yue, chief of Dianxin, said in the circle of friends that the country has firm confidence in the development of new energy.
Securities Times website: China International Capital Corporation Limited(601995) pointed out that from the whole year of 2022, the economic cycle operation and credit pulse signal suggest that Chinese assets may usher in phased opportunities in the first half of the year. The risk premium index predicts that the differentiation between stocks and bonds will increase, the stock index will perform relatively well, and the interest rate will go down first and then up. It is suggested to moderately over allocate Chinese stocks and interest rate bonds in the next 3-6 months and make the allocation more balanced in the second half of the year.
Securities Times website: Everbright Securities Company Limited(601788) believes that the undervalued traditional Chinese medicine sector has the logic of stable growth of domestic demand and consumption, policies to encourage high-quality development and continuous price increase. It has been widely recognized by the fund under the background of style switching at the end of the year. By combing the industrial policies and investment logic of proprietary Chinese medicine and traditional Chinese medicine formula particles, the traditional Chinese medicine industry has entered a high-quality development stage, waiting for performance realization and value revaluation. Under the policy encouragement, traditional Chinese medicine enterprises inherit and develop, traditional Chinese medicine innovative medicine enterprises usher in the high-speed period of examination and approval, and the traditional Chinese medicine formula granule industry embraces market expansion, standard improvement and quality improvement. It is suggested to pay attention to three types of investment opportunities in the industrial chain of traditional Chinese medicine: 1. OTC of brand Chinese patent medicine; 2. Traditional Chinese medicine formula granules; 3. Traditional Chinese medicine pharmaceutical equipment.
first finance and Economics: Haitong Securities Company Limited(600837) pointed out that the short-term decline does not affect the rising pattern of the middle line. In the first quarter of next year, stimulated by the performance outlook and policy relaxation, the market is expected to launch a new round of rising market. It is expected that the market is expected to shake and stabilize this week, and the market in spring is still expected. There is no need to be overly pessimistic. It is suggested to pay attention to plate rotation and volume energy changes, and actively look for structural opportunities. In terms of operation, focus on the areas where marginal changes have taken place in the policy, mainly the new and old infrastructure with increased financial investment, the industrial chain related to the stable demand of real estate turned by the policy, etc. Next is the current low valuation, from the medium to long term prospects are still clear, the middle and lower reaches of the inevitable consumption, focusing on consumption season Baijiu, Chinese medicine, household appliances and other plates. The third is the undervalued securities insurance bank.
subscription of new shares: none
Subscription of new bonds: Tailin convertible bonds
IPO: youningwei, oney electronics, Nanmo biology and Kelun Electronics
new bond listing: none
company news
Huaxin Cement Co.Ltd(600801) : the conversion of domestic listed foreign shares to Hong Kong has been approved
Iflytek Co.Ltd(002230) : it is planned to invest 2 billion in the construction of artificial intelligence R & D and production base (phase I) project
Wanhua Chemical Group Co.Ltd(600309) : the listing price of pure MDI in China will be reduced from January 2022
Beijing Enlight Media Co.Ltd(300251) : at present, the revenue from the film manslaughter 2 is about 30-35 million yuan
Ming Yang Smart Energy Group Limited(601615) : 1.757 billion yuan sold 100% equity of Yangjiang Mingyang to China Three Gorges Renewables (Group) Co.Ltd(600905)
Tonghua Dongbao Pharmaceutical Co.Ltd(600867) : soluble glargine lispro double insulin injection was accepted for clinical application
Beijing Capital Development Co.Ltd(600376) : plans to publicly issue corporate bonds to professional investors, raising no more than 6 billion yuan
Chengdu Rainbow Appliance(Group) Shares Co.Ltd(003023) : the two silicon valley paradise funds plan to reduce their shares by no more than 4.94%
Shanghai Shen Lian Biomedical Corporation(688098) : shareholder UBI plans to reduce no more than 3% of the company’s shares
Poten Environment Group Co.Ltd(603603) : SDIC innovation plans to reduce its holdings of no more than 12.88% of the company’s shares
Dongguan Kingsun Optoelectronic Co.Ltd(002638) : the controlling shareholder plans the change of control, and the trading will be suspended from the 28th
Chengdu Wintrue Holding Co.Ltd(002539) : it is planned to invest RMB 7.5 billion in the green transformation and upgrading project of salt chemical circular economy industrial chain
Beijing Hualubaina Film&Tv Co.Ltd(300291) : lion boy brought revenue of 40.5 million-52 million yuan
Risen Energy Co.Ltd(300118) : it is proposed to invest 44.65 billion yuan in the construction of source network load storage integration demonstration project
data list
Shanghai and Shenzhen Stock Markets: on December 27, the two markets showed a narrow shock pattern. As of the close, the Shanghai index fell 0.06%, the Shenzhen Component Index rose 0.04%, and the gem index fell 0.1%; In terms of sectors, pharmaceutical stocks strengthened in an all-round way, energy storage and power sectors fell in the afternoon, and decoration building materials, airports and hydrogen energy sectors led the gains; Game, photovoltaic and meta universe concept sectors led the decline. More than 50 stocks in the two cities rose by 10% or more.
Hong Kong stocks: Hong Kong stocks were closed for the Christmas holiday.
Shanghai Shenzhen Hong Kong stock connect: Shanghai Shenzhen Stock connect (North) is closed all day.
dragon tiger list: on December 27, among the stocks on the list, the largest net capital inflow was Andon Health Co.Ltd(002432) , with a net inflow of 161 million yuan in the three days. Specifically, the daily limit of the stock closed, up 11.55% in the past three days. A total of 30 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) was the most bought, with a net purchase of 94.4731 million yuan in three days. In addition, 15 shares were net sold by institutions, Chongqing Sokon Industry Group Stock Co.Ltd(601127) was the most sold, with a net sales of 260 million yuan in three days.
margin trading : as of December 24, the balance of two financial transactions in Shanghai and Shenzhen was 1831.997 billion yuan, a decrease of 9.583 billion yuan compared with the previous trading day. Among them, the financing balance was 1714.985 billion yuan, a decrease of 8.948 billion yuan compared with the previous trading day; The balance of securities lending was 117.012 billion yuan, a decrease of 635 million yuan compared with the previous trading day.
Shibor : Shibor reported 1.7780% overnight, down 6.2 basis points; Shibor reported 2.3120% in 7 days, up 36.9 basis points; Shibor reported 2.5000% in three months, unchanged from the previous day.
foreign exchange
On December 27, the central parity rate of RMB was reported at 6.3686, up 6 points, and the central parity rate of the previous trading day was reported at 6.3692. The onshore RMB closed at 6.3725 against the US dollar at 16:30, down 25 basis points from the previous trading day.
property market observation
financial Associated Press: the third batch of centralized land auction in Beijing ended, with 10 transactions of 12 parcels of land (including 9 transactions at the reserve price) and 2 flow auction, with a total amount of 27.725 billion yuan. So far, the annual centralized land supply in Beijing has ended. According to the data of Zhongyuan Real Estate Research Center, the total amount of centralized land supply in three batches in Beijing has reached 85, the trading volume has reached 57, and the total transaction amount has reached 190.041 billion yuan, all of which are at a high level in recent years. Under the strict bidding rules, the average premium rate of land transaction is only 5.6%, the lowest in recent years.
financial Associated Press: Beijing Municipal Commission of housing and urban rural development and other four departments jointly issued the notice on further standardizing the construction of public rental housing and indemnificatory rental housing for new residential projects in this city. It is clear that in the new commercial housing, resettlement housing and other projects, each district will build public rental housing and indemnificatory rental housing according to a certain proportion of the residential construction area of the project every year. Among them, the allocation of commercial housing projects is mainly indemnificatory rental housing.
international information
Securities Times Network: on December 26 local time, the “expenditure pulse” Market Research Report of MasterCard in the United States said that holiday sales in the United States in 2021 increased by 8.5% compared with last year, becoming the largest annual increase in 17 years. The report shows that among the holiday sales in the United States in 2021, the sales of clothing and jewelry increased the most. Compared with 2020, the sales of clothing and jewelry during the holiday in 2021 increased by 47% and 32%. In addition, compared with 2019, online shopping sales in the United States during the holidays in 2021 increased by 61%.
surging news: the Global Legal Research Bureau of the law library of Congress recently updated its research on the regulatory trend of global cryptocurrency. The report points out that as of November 2021, 51 countries and regions around the world have banned cryptocurrencies. It is worth noting that the number of countries implementing the ban has increased significantly in recent years.
futures market
China Futures: China commodity futures closed. Most varieties fell, coke fell by more than 6%, thread and hot coil fell by more than 4%, iron ore and PP fell by more than 3%, Shanghai aluminum and Zhengmei fell by more than 2%, Shanghai zinc and eg fell by more than 1%, and soda ash and soybean meal fell slightly; Soybean oil and palm rose by more than 1%, while manganese silicon and Zheng oil rose slightly.
International Futures: the gold futures price of February 2022, the most active trading in the gold futures market of the New York Mercantile Exchange, fell by US $2.9 on February 27, closing at US $1808.8 per ounce, or 0.16%.
overseas index
U.S. stock market: the three major U.S. stock indexes closed higher, with the Dow index up 0.98%, the S & P 500 index up 1.38% and the NASDAQ index up 1.39%, of which the S & P 500 index hit another closing high.
European stock market: London stock market was closed for holidays on the 27th, and the other two major European stock indexes closed higher on the same day. France Paris Stock Market CAC40 index closed at 7140.39 on the same day, up 53.81 points or 0.76% over the previous trading day; Germany’s Frankfurt DAX index closed at 15835.25, up 78.94 points or 0.50% from the previous trading day.
Asia Pacific Stock Market: on December 27, the Nikkei 225 index closed down 0.37%. South Korea’s Kospi index closed down 12.87 points, or 0.43%, at 2999.56.
