[information summary]
the central bank issued the plan for Chengdu and Chongqing to jointly build a western financial center
Recently, with the consent of the State Council, the people’s Bank of China, together with the development and Reform Commission, the Ministry of finance, the China Banking and Insurance Regulatory Commission, the China Securities Regulatory Commission, the State Administration of foreign exchange, the Chongqing Municipal People’s government and the Sichuan Provincial People’s Government, issued the plan for Chengdu and Chongqing to jointly build a western financial center. The plan for Chengdu Chongqing co construction of western financial center defines the policy framework of “six systems and one foundation” for co construction of western financial center, and puts forward 28 specific policies and measures from seven aspects: financial organization system, financial market system, financial service system, financial innovation system, financial opening system, financial ecosystem and financial infrastructure.
Shenzhen’s power consumption hit a record high in 2021, highlighting high-quality economic development
According to Xinhua News Agency reported on the 5th, the total electricity consumption in Shenzhen reached 110.34 billion kwh in 2021, breaking the 100 billion mark for the first time, a year-on-year increase of 12.2%, a record high. Shenzhen Energy Group Co.Ltd(000027) in consumption, the proportion of high-end manufacturing, information transmission and green low-carbon industries continues to grow, highlighting high-quality economic development. It is worth mentioning that in 2021, 5g power consumption in Shenzhen reached 272 million kwh, with a significant year-on-year increase of 100.39%, which verified the effectiveness of Shenzhen in Internet transformation and 5g promotion.
state office: provide basic medical and health care services throughout childbirth, and widely carry out prenatal screening
According to the Chinese government website on the 5th, the general office of the State Council issued the national disability prevention action plan (2021-2025), which proposed to do a good job in prenatal screening and diagnosis. Provide basic medical and health care services throughout childbirth, widely carry out prenatal screening, and strengthen prenatal screening and diagnosis of major birth defects such as common fetal chromosome diseases, severe fetal structural malformations and single gene genetic diseases. We will promote classified management and services for key groups such as elderly pregnant women, implement systems such as pregnancy risk screening and evaluation and project management for high-risk pregnant women, strengthen the construction of maternal and child health service networks at the county, township and village levels, and improve grass-roots networks and referral networks.
Yuan Jiajun, Secretary of Zhejiang provincial Party committee, investigated Zhejiang Dali Technology Co.Ltd(002214) watched the demonstration of aiming pod application
On January 5, Yuan Jiajun, Secretary of Zhejiang provincial Party committee, kicked off the activity of “helping enterprises make a good start” in Zhejiang. During the investigation of Zhejiang Dali Technology Co.Ltd(002214) (002214), Yuan Jiajun inspected the company’s exhibition hall, watched the application demonstration of aiming pod, and learned about the enterprise’s infrared thermal imaging, military civilian integration product R & D and market development. Subsequently, he had a discussion with enterprise managers to encourage enterprises to cherish the “big country”, grasp the general trend, take advantage of the trend, open innovation and pursue excellence, especially in terms of quality and reliability. They should not only rely on technology and efficiency, but also rely on mechanism and system construction to better serve major national strategies, self-reliance in science and technology, and better explore cooperation mode innovation Achieve high-quality development.
Gigadevice Semiconductor (Beijing) Inc(603986) was net sold by northbound funds today
On January 5, the net inflow of northbound funds throughout the day was 3.046 billion yuan. Industrial Bank Co.Ltd(601166) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Contemporary Amperex Technology Co.Limited(300750) received net purchases of 538 million yuan, 464 million yuan and 377 million yuan respectively. The net sales of Gigadevice Semiconductor (Beijing) Inc(603986) ranked first, with an amount of 524 million yuan.
Baidu took the lead in releasing the industry’s first self driving bus series standard
According to Apollo intelligent driving news on the 5th, recently, under the guidance of China intelligent transportation industry alliance, baidu led the official release of the series of self driving buses jointly drafted by ICT Institute, Shenzhen Zhilian innovation center, Tongji University, saimu technology, Xiamen Jinlong, Hunan Xiangjiang intelligent, ZTE, Geely Automobile and other units. This series of standards includes two parts: self driving bus Part 1: technical requirements for vehicle operation and self driving bus Part 2: Test methods and requirements for self driving ability, which mainly standardize the technical requirements of self driving bus in vehicle basic safety, information security, operation safety, self driving ability test, etc.
[new stock dynamics]
on January 6, a total of 1 new share was subscribed
Yike food subscription code: 301116, issue price: 11.40 yuan / share, subscription limit: 7500 shares. The company is mainly engaged in poultry slaughtering and processing, feed production and sales, commercial generation of poultry seedling incubation and sales, as well as the production and sales of cooked food and conditioning products.
the CSRC approved the IPO registration of four enterprises on the science and innovation board
Recently, the CSRC agreed to register the initial public offering of shares of the following enterprises on the science and innovation board according to legal procedures: China catalyst new materials Co., Ltd., Beijing Science and technology navigation control technology Co., Ltd., AsiaInfo Security Technology Co., Ltd. and Chengdu kunhengshunwei Technology Co., Ltd. The above-mentioned enterprises and their Underwriters will negotiate with the Shanghai Stock Exchange to determine the issuance schedule and publish the Prospectus Documents one after another.
[institutional perspective]
Guosheng Securities said that the indexes of the two cities may maintain the range shock structure in the short term. In the future, we need to wait for the mainstream hot spots in the market to boost the market’s long confidence. At the same time, lithium battery, photovoltaic and other institutions hold together to stop the decline and stabilize, so that we can get out of the red envelope market before the year. In terms of operation, although the indexes of the two cities maintain a range shock, the gem is in a position breaking downward state, and the great Yin line on Tuesday may continue to move the focus downward, which will have a certain impact on the market’s long confidence. At the same time, there is an obvious switch in the market style. In the short term, it is necessary to pay attention to the rhythm of participation, avoid fund selling plates, follow the market to long low-level plates, and focus on real estate Household products, artificial intelligence and other sectors.
Everbright Securities Company Limited(601788) said that the recent micro performance expectation is still rising, and the funds going north have also turned into a large inflow. Superimposed on the force of the policy, it is expected that the “spring agitation” will still arrive as scheduled. The investment direction is concerned with two main lines, the consumption line concerns Baijiu liquor, and consumer incentives and consumer goods under the price increase. The main line of steady growth focuses on traditional infrastructure (machinery, building materials and construction) and new infrastructure (wind power and photovoltaic).
[announcement selection]
Jiangsu Eastern Shenghong Co.Ltd(000301) : the net profit in 2021 is expected to increase by 435% – 552% year-on-year
Jiangsu Eastern Shenghong Co.Ltd(000301) (000301) announced on January 5 that the company’s pre profit in 2021 was 4.1-5 billion yuan, an increase of 435% – 552.44% over the same period of the previous year (after retroactive adjustment). During the reporting period, the demand of the chemical industry recovered, superimposed on the upward impact of crude oil price, the industry entered a recovery cycle and the prosperity increased. The production capacity of EVA photovoltaic resin produced by sierbang was stable at more than 200000 tons / year. The 200000 tons / year differential functional chemical fiber project of ganghong fiber and the 60000 tons / year pet regenerated fiber project of China perch technology were completed and put into operation in the second half of 2020, increasing the profit contribution year-on-year.
Inner Mongoliayuan Xing Energy Company Limited(000683) : the net profit in 2021 will increase by 7022% – 7316% year-on-year
Inner Mongoliayuan Xing Energy Company Limited(000683) (000683) announced on January 5 that the company’s pre profit in 2021 was 4.85 billion yuan – 5.05 billion yuan, a year-on-year increase of 7022.30% – 7316.00%. During the reporting period, the company’s soda ash and urea production units operated efficiently, and the average sales price of leading products increased significantly over the previous year; The contribution of the coal sector to the company’s profits increased significantly over the previous year.
Zhejiang Shuanghuan Driveline Co.Ltd(002472) : the net profit in 2021 is expected to increase by more than 5 times year-on-year
Zhejiang Shuanghuan Driveline Co.Ltd(002472) (002472) announced on January 5 that the company’s pre profit in 2021 was 316 million yuan – 336 million yuan, with a year-on-year increase of 516.82% – 555.85%. During the reporting period, relying on the acceleration of domestic substitution for import in the field of gear manufacturing and the trend of outsourcing gear parts to professional manufacturers by main engine manufacturers, many high-quality projects of the company entered the rapid climbing stage, and the capacity of strategic layout was gradually released; The company has seized the market opportunity in the field of new energy vehicle drive system gears and promoted the improvement of industry concentration.
Shenyang Jinshan Energy Co.Ltd(600396) : the cost of power generation and heating is upside down, and the pre loss in 2021 is 1.8 billion to 2.038 billion
Shenyang Jinshan Energy Co.Ltd(600396) (600396) announced on January 5 that the company expects the net profit attributable to shareholders of Listed Companies in 2021 to be -1.8 billion yuan to -2.038 billion yuan. Affected by external factors, the company’s coal price increased significantly year-on-year in the reporting period, and the company’s power generation and heating costs were upside down.
Aba Chemicals Corporation(300261) : the suspension verification is completed and the trading of shares is resumed
Aba Chemicals Corporation(300261) (300261) announced on January 5 that in view of the completion of relevant self inspection, the trading of the company’s shares will resume from the opening of the market on January 6. As of the reply date of the letter of concern, the company has not signed any cooperation agreement with Pfizer, has no cooperative relationship with Pfizer, and has not supplied carlon anhydride and its derivatives to Pfizer. The customers of the company’s carbonic anhydride and its derivatives are mainly Chinese customers and Indian customers. It is uncertain whether the company’s carbonic anhydride and its derivatives are indirectly supplied to Pfizer. The company’s sales revenue of carbonic anhydride and its derivatives accounted for a relatively small proportion in 2021, which is not expected to have a significant impact on the company’s performance in 2021.
Shenzhen Dynanonic Co.Ltd(300769) : it is proposed to invest about 7.5 billion yuan to build a new phosphate cathode material production base project
Shenzhen Dynanonic Co.Ltd(300769) (300769) announced on January 5 that it is planned to build a “production base project of new phosphate cathode materials with an annual output of 330000 tons” in Qujing Economic and Technological Development Zone, with a total investment of about 7.5 billion yuan.
China Vanke Co.Ltd(000002) : in December 2021, the contract sales amount was 63.56 billion yuan
China Vanke Co.Ltd(000002) (00000 2) announced on January 5 that in December 2021, the company achieved a contract sales area of 3.496 million square meters and a contract sales amount of 63.56 billion yuan; From January to December 2021, the company achieved a total contract sales area of 38.078 million square meters and a contract sales amount of 627.78 billion yuan.
Phichem Corporation(300398) : the company does not supply pharmaceutical intermediate products to Pfizer
Phichem Corporation(300398) (300398) disclosed the announcement of stock trading changes on January 5. After careful internal verification, the company did not sign any purchase and sales contract with Pfizer and did not supply pharmaceutical intermediate products to Pfizer. The company’s main business is the research, production and sales of screen display materials, semiconductor materials and UV curing materials applicable to the high-tech manufacturing field. The revenue of pharmaceutical intermediate business accounts for a relatively small proportion and has little impact on the company’s overall performance.
Ligao Foods Co.Ltd(300973) : increase the price of some products by 3% – 8%
Ligao Foods Co.Ltd(300973) (300973) announced on January 5 that after study and careful consideration, the company decided to adjust the ex factory prices of some main frozen baked foods and baked raw materials by 3% – 8%. The adjusted prices will be implemented according to the price adjustment notice of each product from January 4, 2022.
Muyuan Foods Co.Ltd(002714) : in December 2021, the average sales price of commercial pigs decreased by 7.58% month on month
Muyuan Foods Co.Ltd(002714) (002714) announced on January 5 that in December 2021, the company sold 5.025 million pigs (including 37000 piglets), with a sales revenue of 7.765 billion yuan. In December 2021, the average selling price of the company’s commercial pigs was 14.75 yuan / kg, down 7.58% from November 2021; The company’s commodity pig prices showed a downward trend of shock. In 2021, the company sold a total of 40.263 million pigs, including 36.887 million commercial pigs, 3.095 million piglets and 281000 breeding pigs.
Dongguan Kingsun Optoelectronic Co.Ltd(002638) : “double reduction” price limit measures will have a significant adverse impact on the profitability of Longwen education
Dongguan Kingsun Optoelectronic Co.Ltd(002638) (002638) announced on January 5 that since Longwen education, a wholly-owned subsidiary, accounts for more than 50% of the company’s operating revenue and profits, the policy changes in the education and training industry will have a great impact on Longwen education and the company’s overall operation, and the “double reduction” price limit measures will have a significant adverse impact on the profitability of Longwen education. In addition, as of September 30, 2021, the recoverable amount of goodwill formed by the company’s acquisition of Longwen education is RMB 194 million, and the remaining goodwill is still subject to partial or full impairment in the future.
CNOOC: the American depositary share plan will terminate on February 3, US Eastern time
According to the announcement of CNOOC Hong Kong shares, on December 31, 2021, the company has issued about 527000 American depositary shares, accounting for about 0.1% of the total issued shares of the company. JPMorgan Chase Bank has issued a notice to all holders of American Depositary Shares on the termination of American depositary share plan. The company’s American depositary share plan will be terminated on February 3, 22 (Eastern standard time).
(Securities Times)
