daily collection
interface news: five ministries and commissions including the Ministry of industry and information technology issued the action plan for innovation and development of intelligent photovoltaic industry (2021-2025). It is mentioned that in urban and rural areas where conditions permit, we will comprehensively promote residential roof intelligent photovoltaic systems, encourage new government investment in public welfare buildings and promote Cecep Solar Energy Co.Ltd(000591) roof systems. Carry out regional photovoltaic distributed application demonstration with intelligent photovoltaic system as the core and new technologies such as energy storage and building power demand response as the carrier. Improve the application level of building intelligent photovoltaic. Actively carry out the building construction demonstration of “light storage, direct and flexible” integrating photovoltaic power generation, energy storage, DC distribution and flexible power consumption.
central bank: recently, the people’s Bank of China issued the financial technology development plan (2022-2025). The plan is formulated in accordance with the 14th five year plan for national economic and social development of the people’s Republic of China and the outline of long-term objectives for 2035, puts forward guiding opinions on the development of financial science and technology in the new period, and defines the overall idea, development objectives, key tasks and Implementation guarantee of financial digital transformation.
21 finance and Economics: qunar platform has successively received notifications from airlines. According to the spirit of relevant documents of the national development and Reform Commission and the Civil Aviation Administration, the collection of fuel surcharge on Chinese routes will be cancelled from 0:00 on January 5, 2022 (ticket issuing date). By 13:00 on January 4, 2022, qunar platform has received notices from HNA, Tianjin airlines, Kunming Airlines, Guilin airlines, Western Airlines and Ruili airlines. “In the afternoon, we will continue to receive notices from other airlines.” Where to go, customer service reply.
Shanghai Stock Exchange: in order to improve the information disclosure system of bankruptcy reorganization, improve diversified exit channels, protect the legitimate rights and interests of investors and further improve the quality of listed companies, Shanghai Stock Exchange (hereinafter referred to as the exchange) plans to issue the guidelines for self discipline supervision of listed companies of Shanghai Stock Exchange No. 13 – bankruptcy reorganization and other matters, and now solicits opinions from the public. The deadline for feedback is January 11, 2022.
macroeconomic
financial Associated Press: Li Keqiang chaired an executive meeting of the State Council and decided to implement classified management of enterprise credit risk and promote more fair and effective supervision. First, we should scientifically build an enterprise credit risk classification index system, timely collect information such as enterprise registration, administrative punishment and inclusion in the list of serious dishonest subjects, and classify the credit risks of all kinds of ownership enterprises without discrimination. Second, we should use the classified results to improve the efficiency of supervision and prevent disorderly and capricious law enforcement. Third, we should strengthen risk monitoring and early warning. Find the abnormal situation of the enterprise as soon as possible, move forward the regulatory gate and resolve the potential risks.
Securities Times website: Gong Zheng, deputy secretary of Shanghai municipal Party committee and mayor, presided over the executive meeting of Shanghai municipal government on the 4th. The meeting agreed in principle to the implementation opinions on further promoting the construction of charging and replacing infrastructure in Shanghai, and pointed out that the construction of charging and replacing infrastructure integrates multifaceted and systematic work. We should pay attention to overall coordination and form a joint force for promotion, Actively leverage social capital to participate in investment and construction, and guide social forces to participate in governance and sharing.
safe: with the approval of the State Council, the State Administration of foreign exchange has 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. Capital account reform includes broadening cross-border investment and financing channels for enterprises, supporting small, medium-sized and micro high-tech enterprises to independently borrow foreign debt within a certain amount, carrying out pilot projects of qualified overseas limited partners (qflp) and qualified domestic limited partners (qdlp), steadily and prudently opening cross-border asset transfer business, and carrying out pilot projects of domestic and foreign currency integrated capital pool of multinational corporations.
financial Associated Press: the Shanghai headquarters of the people’s Bank of China held a 2022 monetary and credit working meeting on the 4th. The meeting made specific arrangements for Shanghai’s monetary and credit work in 2022. We should manage and make good use of small loans for agricultural support and rediscount them. Do a good job in the conversion and connection of the two direct tools of monetary policy. Convert the loan extension support tool into an inclusive small and micro loan support tool, and the people’s Bank of China will provide incentive funds at 1% of the balance increment for the inclusive small and micro loans granted to local corporate banks on a quarterly basis. Shanghai Branch of large banks should make good use of carbon emission reduction support tools and special refinancing to support clean and efficient utilization of coal to promote green and low-carbon development.
industry dynamics
interface news: the national development and Reform Commission issued a notice on accelerating the demonstration construction of comprehensive utilization of bulk solid waste. It is mentioned that all localities should attach great importance to the demonstration construction of comprehensive utilization of bulk solid waste, strengthen the implementation and promotion, ensure that the construction objectives determined in the implementation plan are completed on schedule, and promote the goal of “reaching about 4 billion tons of annual comprehensive utilization of bulk solid waste by 2025”. Accelerate the construction progress of key projects.
financial Associated Press: on January 4, the digital RMB (pilot version) app has been put on the shelves in major android app stores and Apple App Stores. However, according to reporters, the current digital Renminbi wallet is still a whitelist review system. The app only accepts users in pilot areas and pilot scenarios. Users can open digital Renminbi wallets for workers, agriculture, China, construction, trading, postal savings, China Merchants Bank, WeChat and Alipay. Users outside the pilot area cannot register and use temporarily. It is reported that the digital RMB is still in the routine test stage in the R & D process. The main purpose of this launch is to improve the user experience and facilitate the installation and use of digital RMB app by users in the pilot test activities.
interface news: Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) the data released show that the highest quotation of lithium carbonate exceeded 300000 yuan / ton on January 4, up 10000 yuan / ton compared with yesterday. The prices of other lithium battery industry chain products also continued to rise in an all-round way, with electrolytic cobalt rising by 6000 yuan / ton and lithium iron phosphate rising by 4000 yuan / ton.
financial Associated Press: Cui Dongshu, Secretary General of the passenger Federation, pointed out that the introduction of new energy vehicle insurance is a good thing. However, the cost increase is high, and the fuel money saved by new energy vehicles may have to pay insurance, which makes new energy vehicles seem not cost-effective, forming a phenomenon that they can’t afford to buy and use, which is not conducive to the promotion of new energy vehicles. Therefore, automobile enterprises should establish their own insurance varieties, the industry should have more accurate insurance calculation, and the state should also support reasonable subsidies for insurance costs.
stock market focus
Securities Times: Citic Securities Company Limited(600030) (600030) announced on the evening of January 4 that the company expects the net profit attributable to the shareholders of the parent company and the net profit attributable to the shareholders of the parent company after deducting non recurring profits and losses in 2021 to be no less than the level of the first three quarters of 2021, that is, no less than 17.645 billion yuan and 17.531 billion yuan respectively, an increase of no less than 18.41% and 17.66% respectively compared with the whole year of 2020. The company operated normally in the fourth quarter.
Haitong strategy: Haitong Securities Company Limited(600837) looking forward to A-Shares in 2022, the core conclusions are as follows: ① in the long run, the asset allocation of Chinese investors is expected to continue to migrate to equity. Since the bull market in 2019, the allocation of equity by residents and institutions has increased significantly. ② In the short term, the capital inflow and outflow of the stock market is more related to the bull bear cycle of the market. The bull bear market capital flows in and out sharply, shaking the balance of capital inflow and outflow of the market. ③ The pattern of a stock leader bull remains unchanged. 2022 is the stage of rest and preparation. It is expected that the supply and demand of funds in the stock market will be balanced throughout the year.
Securities Times: Minsheng Securities pointed out that under the policy drive, the traditional Chinese medicine industry has ushered in a golden period of standardized development. Under the trend of consumerism and modernization of traditional Chinese medicine, China’s traditional Chinese medicine market is expected to expand, identify high-quality traditional Chinese medicine brands and pay attention to traditional Chinese medicine Longtou enterprises.
China business: Liang Weijian, the managing partner of PwC’s China market, predicts that the number of IPO companies in the A-share multi-layer capital market will reach 580-690 in 2022, and the total financing scale and quantity of the exchanges in Beijing, Shanghai and Shenzhen are expected to reach a new record high, reaching 560-635 billion yuan.
Subscription of new shares: Bank of Lanzhou, Jiayuan technology and Deshi Co., Ltd
subscription of new bonds: long22 convertible bonds
IPO: China Mobile
new bond listing: none
company news
Haoxiangni Health Food Co.Ltd(002582) : obtained the first RCEP certificate of origin in Henan Province
Sansure Biotech Inc(688289) : nucleic acid detection analyzer has been approved and registered by FDA
Xiamen Yanjan New Material Co.Ltd(300658) : the controlling shareholder intends to reduce its shares by no more than 4.74%
Inmyshow Digital Technology (Group) Co.Ltd(600556) : the two shareholders plan to reduce their shares by no more than 2% in total
Shanghai Hile Bio-Technology Co.Ltd(603718) : the controlling shareholder intends to reduce its shares by no more than 2%
Zhejiang Rongsheng Environmental Protection Paper Joint Stock Co.Ltd(603165) : it is proposed to invest 10.5 billion yuan in projects with an annual output of 1.3 million tons of recycled environmental protection paper
Xiangpiaopiao Food Co.Ltd(603711) : price adjustment of solid brewing milk tea products
Nanfang Ventilator Co.Ltd(300004) : the controlling shareholder and actual controller of the company intend to change
Sundy Land Investment Co.Ltd(600077) : it is proposed to set up a subsidiary Songdu Lithium Industry Co., Ltd. of RMB 500 million
Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) : it is estimated that the net profit in 2021 will increase by 177% – 220% year-on-year
Tibet Summit Resources Co.Ltd(600338) : the net profit in 2021 is expected to increase by 2189% – 2843% year-on-year
Earth-Panda Advanced Magnetic Material Co.Ltd(688077) : the net profit in 2021 is expected to increase by 174% – 207% year-on-year
Shenzhen Absen Optoelectronic Co.Ltd(300389) : net profit in 2021 increased by 132% – 144% year-on-year
data list
Shanghai and Shenzhen Stock Markets: today, the three major indexes opened higher and continued to decline in the morning. In the afternoon, the Shanghai index bottomed up, the decline narrowed, and the gem index remained weak. Heavyweights weakened and theme stocks were active. As of the close, the Shanghai index fell 0.20%, the Shenzhen composite index fell 0.44% and the gem index fell 2.18%. On the disk, agriculture, forestry, animal husbandry and fishery, tourism, advertising and packaging led the increase, while medical care, electrical equipment, industrial machinery and other sectors led the decline. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the third consecutive trading day.
Hong Kong stocks: Hong Kong Hang Seng Index rose 0.06% and 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%.
Shanghai Shenzhen Hong Kong stock connect: on January 4, northbound funds bought a total of 460 million yuan, including 941 million yuan sold by Shanghai Stock connect and 1.401 billion yuan bought by Shenzhen Stock connect. Among the top ten traded stocks, the top three in net purchases were Cosco Shipping Holdings Co.Ltd(601919) , Muyuan Foods Co.Ltd(002714) , Ping An Insurance (Group) Company Of China Ltd(601318) , with net purchases of 438 million yuan, 388 million yuan and 313 million yuan respectively. The top three net sales are Kweichow Moutai Co.Ltd(600519) , Luxshare Precision Industry Co.Ltd(002475) , Wuxi Apptec Co.Ltd(603259) , with net sales of 975 million yuan, 555 million yuan and 448 million yuan respectively.
dragon tiger list: on January 4, among the stocks on the list, the largest net capital inflow was Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , with a net inflow of 346 million yuan in the three days. Data show that the stock rose 1.87% in the day and 23.3% in the three days. The net flow of funds into the top Shenzhen Stock connect seats, with a net purchase of 155 million yuan on the third day. A total of 40 stocks were involved in the institutional participation list, of which 21 were net bought by the institution, Beijing Tongrentang Co.Ltd(600085) was the most bought, with a net inflow of 240 million yuan in three days. In addition, 19 shares were sold by institutions, and Shandong Xiantan Co.Ltd(002746) was sold the most, amounting to 130 million yuan.
margin trading : as of December 31, the balance of two financial transactions in Shanghai and Shenzhen was 1832.191 billion yuan, a decrease of 8.57 billion yuan compared with the previous trading day. Among them, the financing balance was 1712.051 billion yuan, a decrease of 9.312 billion yuan compared with the previous trading day; The balance of securities lending was 120.14 billion yuan, an increase of 742 million yuan over the previous trading day.
Shibor ：
Shibor reported 1.9250% overnight, down 20.4 basis points; Seven days Shibor reported 2.0990%, down 17.2 basis points; Shibor reported 2.5000% in three months, unchanged from the previous day.
foreign exchange
On January 4, the central parity rate of RMB was reported at 6.3794, down 37 points, and the central parity rate of the previous trading day was reported at 6.3757. The onshore RMB closed at 6.3745 against the US dollar, down 15 points from the previous trading day.
property market observation
interface news: in order to further strengthen the credit supervision of real estate development enterprises, Wuhan, Hubei Province will implement the new measures for credit supervision of real estate development enterprises in Wuhan from February 1. The new measures make clear provisions: hype house prices in the name of school district houses, publicize or use school names, image signs and other school related contents still under planning or construction in the promotion of commercial housing projects, and use relevant words in violation of the principle of fairness of compulsory education, such as “famous schools”, “degree houses”, “University houses” and “index houses”, so as to mislead the market expectations of buyers, Five points will be deducted.
surging news: on January 4, a report released by Kerui real estate research center showed that as of December 28, 2021, the land market in 300 cities across the country had a transaction floor area of 2.05 billion square meters, a decrease of 22% compared with the same period in 2020. Consistent with the change trend of land transaction scale, the transaction amount also contracted significantly compared with the same period in 2020. The total transaction amount of land in China was 6249.4 billion yuan, a decrease of 10% compared with the same period in 2020.
international information
surging news: Indonesia’s Ministry of energy said on January 1 that Indonesia would ban coal exports in January. Indonesian President Joko said on January 3 local time that the production licenses of coal enterprises that cannot give priority to meeting the needs of the Chinese market will be revoked. However, the country’s Coal Mining Association (ICMA) called on the government to lift the ban, saying that the Indonesian government “hastily adopted this decision” without full discussion with Chinese coal enterprises. According to the analysis of some experts, given that Indonesian coal enterprises have sufficient supply capacity and are willing to make every effort to restore exports, the issue of Indonesian coal export is expected to be solved quickly.
interface news: Australian house prices recorded their strongest annual increase in 33 years in 2021 and may begin to decline periodically later this year. Last year, stimulated by record low interest rates, government incentives and the epidemic, the average Australian housing price jumped 22% from services to goods. Real estate data company CoreLogic said on Tuesday that this was the largest annual growth since 1988.
futures market
China Futures: China commodity futures closed with ups and downs. The main contract of red jujube fell by the limit, reaching a new low since mid August 2021; Manganese, silicon, apples, etc. fell by more than 2%, Shanghai silver, Shanghai tin, etc. fell by more than 1%, and beans, peanuts, etc. fell slightly; Zheng coal rose more than 6%, LPG and coking coal rose more than 5%, coke rose more than 4%, Zheng alcohol rose more than 3%, plastics and urea rose more than 2%, hot coil and soybean meal rose more than 1%, white sugar and Shanghai nickel rose slightly.
International Futures: oil prices in New York rose on the 4th. The price of New York light crude oil futures for February delivery rose US $0.91 to close at US $76.99 a barrel. The February gold futures price, the most active trading in the gold futures market on the New York Mercantile Exchange, rose $14.5 or 0.81% to close at $1814.6 an ounce on the 4th compared with the previous trading day.
overseas index
U.S. stock market: the closing trend of the three major U.S. stock indexes was divided. The Dow rose 0.59%, the S & P 500 fell 0.06%, and the NASDAQ fell 1.33%.
European stock market: London stock market, the financial times 100 stock average price index 4 closed at 7505.15, up 120.61 points or 1.63% from the previous trading day. France Paris Stock Market CAC40 index closed at 7317.41, up 100.19 points or 1.39% over the previous trading day; Germany’s Frankfurt DAX index closed at 16152.61, up 131.88 points or 0.82% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed up 1.77% to 29301.79. South Korea’s Kospi index closed up 0.47 points, or 0.02%, at 2989.24.
