Closing comprehensive review
A shares:
On the first trading day of A-Shares in 2022, the three major stock indexes weakened. As of the closing, the Shanghai index fell 0.20%, the Shenzhen composite index fell 0.44% and the gem index fell 2.18%. However, stocks in the two cities generally rose, more than 100 stocks in the two cities rose by more than 10%, and hot topics continued to rotate.
From the perspective of the plate, the traditional Chinese medicine plate continued to lead the rise, Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) , Hunan Hansen Pharmaceutical Co.Ltd(002412) , Jiuzhitang Co.Ltd(000989) , Chongqing Pharscin Pharmaceutical Co.Ltd(002907) , Chongqing Taiji Industry (Group) Co.Ltd(600129) and other stocks rose by the limit. In terms of news, the State Medical Security Bureau and the State Administration of traditional Chinese Medicine issued guidance on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine on the 30th. The opinions put forward that it is required to include qualified pieces of traditional Chinese medicine, proprietary Chinese medicine and traditional Chinese medicine preparations of medical institutions into the catalogue of Medicare drugs. At the same time, the opinions put forward to increase the tilt of medical service projects with characteristics and advantages of traditional Chinese medicine. All localities are encouraged to include appropriate technologies of traditional Chinese medicine with accurate curative effect and reflecting the characteristics and advantages of traditional Chinese medicine into the scope of medical insurance payment. Standardize the use of traditional Chinese medicine medical service items, and medical insurance payment shall not set unreasonable restrictions.
In addition, the concept of digital currency strengthened in the session. According to reports, the digital RMB (pilot version) app has been put on the shelves today in major android app stores and Apple App Stores. According to the official introduction, the digital RMB (pilot version) app is the official service platform of China’s legal digital currency – Digital RMB for individual users. It provides the opening and management of digital RMB personal wallet, and the exchange and circulation services of digital RMB.
Hong Kong stocks:
The Hang Seng Index rose 0.06% and the Hang Seng technology index fell 1.04%. Internet technology stocks fell, BiliBili fell more than 6%, and meituan, jd.com and Netease fell nearly 2%. Domestic housing stocks rebounded, and China Olympic Park rose more than 8%. Photovoltaic and wind power sectors fell, and Datang new energy fell by more than 8%.
Asia Pacific Stock Market:
The Nikkei 225 index rose 1.77% and South Korea’s Kospi index fell 0.02%.
count a shares:
1. The turnover of Shanghai and Shenzhen stock markets today was 1266.4 billion yuan, with a significant volume.
2. On January 4, as of the closing of a shares, statistics showed that the total net purchase of northbound funds was 460 million yuan, of which the net sale of Shanghai Stock connect was 941 million yuan and the net purchase of Shenzhen Stock connect was 1.401 billion yuan.
3. As of the latest closing on January 4, the share prices of six stocks in the two cities hit an all-time high. Among them, Beijing Tongrentang Co.Ltd(600085) , Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , Wuhu Token Sciences Co.Ltd(300088) and other 5-day net inflow of main funds is obvious.
Hot spot focus
1. The central bank and other eight departments issued the overall plan for the construction of science, innovation and financial reform pilot zone in Jinan, Shandong Province
The central bank and other eight departments have issued the overall plan for the construction of a scientific and innovative financial reform pilot zone in Jinan, Shandong Province, which proposes to strive to basically form a scientific and innovative financial service system with sound system, reasonable structure, complete supporting facilities and strong guarantee in about five years, establish and improve the financial ecological chain covering the whole cycle of scientific and technological innovation, and deeply integrate the development of Finance and science and technology, The operation quality and service efficiency have been greatly improved. Scientific and technological innovation has made major breakthroughs in supporting the transformation of old and new kinetic energy in Shandong, forming China’s replicable and popularized experience in deepening financial support for scientific and technological innovation and serving the real economy.
2. Network Information Office: algorithm recommendation service providers shall not use algorithm implementation to affect network public opinion and avoid supervision and management
The relevant person in charge of the state Internet Information Office said on the relevant issues of the regulations on the administration of Internet information service algorithm recommendation that algorithm recommendation service providers should adhere to the mainstream value orientation and actively spread positive energy. They should not use algorithm recommendation services to engage in illegal activities or spread illegal information, and should take measures to prevent and resist the dissemination of bad information. Standardize the development of Internet news and information services, and shall not generate synthetic false news information or disseminate news information published by units not within the scope specified by the state; Algorithms shall not be used to influence network public opinion, evade supervision and management, monopoly and unfair competition.
3, since 0:00 on January 5, the fuel surcharge on Chinese routes has been cancelled
On January 4, Air China, HNA, Tianjin airlines, Kunming Airlines and other airlines issued a notice to cancel the collection of fuel surcharges on Chinese routes from 0:00 on January 5, 2022 (ticket issuing date) in accordance with the spirit of relevant documents of the national development and Reform Commission and the Civil Aviation Administration.
4. Major app stores of digital RMB (pilot version) app
The digital RMB (pilot version) app has been on the shelves today in major android app stores and Apple App Stores. According to the official introduction, the digital RMB (pilot version) app is the official service platform of China’s legal digital currency – Digital RMB for individual users. It provides the opening and management of digital RMB personal wallet, and the exchange and circulation services of digital RMB.
5. Thirteen departments including the state Internet Information Office revised and issued the measures for network security review
Recently, the national Internet information office and other 13 departments jointly revised and issued the measures for network security review, which will come into force on February 15, 2022. The measures include the situation that the data processing activities carried out by network platform operators affect or may affect national security into the network security review, and it is clear that network platform operators with personal information of more than 1 million users must apply to the Network Security Review Office for network security review when they are listed abroad. According to the actual needs of the review, the CSRC has been added as a member unit of the network security review mechanism, and the national security risk assessment factors have been improved.
6. The State Administration of foreign exchange launched a high-level pilot opening-up of cross-border trade and investment
Recently, with the approval of the State Council, the State Administration of Foreign Exchange carried out high-level pilot opening-up of cross-border trade and investment in Lingang New Area of Shanghai pilot Free Trade Zone, Nansha New Area of Guangdong pilot Free Trade Zone, Yangpu Economic Development Zone of Hainan free trade port, Beilun District of Ningbo City, Zhejiang Province and other regions. In terms of capital account reform, first, broaden the cross-border investment and financing channels of enterprises, support small, medium-sized and micro high-tech enterprises to independently borrow foreign debt within a certain amount, carry out the pilot of qualified overseas limited partners (qflp) and qualified domestic limited partners (qdlp), steadily and prudently open the cross-border asset transfer business, and carry out the pilot of domestic and foreign currency integrated capital pool of multinational corporations. Second, improve the facilitation level of cross-border investment and financing, exempt the domestic reinvestment of foreign-invested enterprises from registration, directly handle the capital account foreign exchange registration of qualified non-financial enterprises by banks, expand the scope of use of capital account income funds, qualified enterprises independently choose the cross-border investment and financing currency, and moderately increase the upper limit of overseas lending scale of non-financial enterprises.
7. 3300km new railway lines will be put into operation in 2022
According to the State Railway Group, in 2022, the national railway will continue to promote the construction of national key projects with high quality. It is expected that 3300 km of new lines will be completed and put into operation, including about 1900 km of ordinary speed railway. Focus on serving the major national strategies, focus on the railway related projects in the 102 projects identified in the outline of the national “14th five year plan”, and solidly promote major projects such as high-speed railway along the river and new land sea channel in the West. Promote new breakthroughs in difficult projects such as Chengdu Lanzhou, Dali Ruili and Lijiang Shangri La railways.
important news
1. China Evergrande: trading has resumed since the afternoon of January 4
China Evergrande announced on the Hong Kong stock exchange that in 2021, the group’s property achieved a contract sales amount of 443.02 billion yuan and a contract sales area of 54.265 million square meters. With regard to the company’s current liquidity situation, the company will continue to actively maintain communication with creditors, strive to resolve risks and safeguard the legitimate rights and interests of all parties. In addition, at the request of the company, the trading of the company’s shares was temporarily suspended from 9:00 a.m. on January 3, 2022, and the company was resuming the trading of the company’s shares at 1:00 p.m. on January 4.
2, Beijing Vrv Software Corporation Limited(300352) : the participating subsidiaries have blockchain and digital currency products, which have been preliminarily used in smart city and other scenarios
Beijing Vrv Software Corporation Limited(300352) (300352) said on the interactive platform today that as a leading solution provider in the field of network and information security in China, the company can provide all-round and three-dimensional security services for relevant companies of metauniverse. One of the important supporting technologies of yuancosmos is the digital communication between people and things, which is the expandable feature or attribute of instant messaging. Xinyuan Doudou (source secret letter), a cross terminal, all-round, safe and reliable communication aggregation platform built by the company, comprehensively adopts rich media, AR and other related technologies, At the same time, the subsidiaries of the company have products in the fields of blockchain and digital currency. At present, they have been preliminarily used in the application scenarios of smart city and digital twin city, and can be widely used in meta universe and other fields to provide platform services.
3, Anhui Annada Titanium Industry Co.Ltd(002136) : the net profit in 2021 is expected to increase by 160% – 210% year-on-year, and titanium dioxide is in the business cycle
Anhui Annada Titanium Industry Co.Ltd(002136) (002136) announced on January 4 that the company’s pre profit in 2021 was 169 million yuan – 202 million yuan, with a year-on-year increase of 160% – 210%. During the reporting period, the market of titanium dioxide, the company’s main product, was in a boom cycle, the product price increased significantly year-on-year, the production and sales of titanium dioxide exceeded a new high, and the operating revenue and operating performance increased significantly year-on-year; The iron phosphate market continues to boom, and the product supply exceeds the demand. The 50000 T / a battery grade iron phosphate expansion project is completed and put into operation on schedule. The output, sales volume, operating revenue and profit of iron phosphate have increased significantly year-on-year.
4, Shanghai Hi-Road Food Technology Co.Ltd(300915) : the ex factory price of some products increases by 5% – 8%
Shanghai Hi-Road Food Technology Co.Ltd(300915) (300915) announced on January 4 that the company decided to adjust the ex factory prices of some products by 5% – 8%, and the new prices will be implemented on March 1, 2022.
5, Gpro Titanium Industry Co.Ltd(000545) : from January 5, the sales price of titanium dioxide
Gpro Titanium Industry Co.Ltd(000545) (000545) announced on January 4 that from January 5, 2022, the sales price of anatase and rutile titanium dioxide of the company will be increased by 1000 yuan / ton for various Chinese customers and 150 dollars / ton for various international customers on the basis of the original price.
6, Winall Hi-Tech Seed Co.Ltd(300087) : new hybrid rice and hybrid corn varieties have passed the national examination and approval
Winall Hi-Tech Seed Co.Ltd(300087) (300087) announced on January 4 that 92 new hybrid rice varieties and 5 new hybrid maize varieties independently or jointly selected by the company and its holding subsidiaries were approved by the eighth meeting of the chairman committee of the fourth national crop variety Approval Committee.
(Securities Times · e company)
