Closing comprehensive review
A shares:
The three major stock indexes fell weakly throughout the day. As of the close, the Shanghai index fell 1.02%, the Shenzhen composite index fell 1.80% and the gem index fell 2.73%. On the disk, individual stocks fell more and rose less, and track stocks continued to fall.
From the perspective of plates, the concept of meta universe bucked the trend and rose by the limit of Shenzhen Zqgame Co.Ltd(300052) , Sanxiang Impression Co.Ltd(000863) , Hubei Radio & Television Information Network Co.Ltd(000665) , Yunnan Tourism Co.Ltd(002059) , Meisheng Cultural & Creative Corp.Ltd(002699) . Citic Securities Company Limited(600030) the research report points out that at this stage, virtual people are mainly innovative roles in the field of Pan entertainment, bringing a revolution in new models such as content, social networking and entertainment in the integration of virtual and real. From a long-term perspective, virtual human is an important infrastructure of the meta universe. It will evolve and develop with the development of the meta universe. As an intelligent Siasun Robot&Automation Co.Ltd(300024) of virtual and real space, it can reduce service costs and improve service efficiency. The growth space of virtual human track is worth looking forward to. Investors are advised to pay attention to the investment opportunities of companies related to the virtual human industry chain.
In addition, under the catalysis of the Winter Olympic Games, the concept of sports industry led the increase, and many stocks such as Rastar Group(300043) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Lander Sports Development Co.Ltd(000558) rose by the limit. In terms of news, the General Administration of sports, the national development and Reform Commission, the Ministry of finance, the National Health Commission and the Ministry of emergency management studied and formulated the basic public service standard for national fitness (2021 version) and issued it recently. On the premise of meeting the requirements of the standards, we can study and formulate the local public service standards and service catalogue for national fitness in combination with the local people’s needs, population size and the reality of economic and social development, and take multiple measures to promote the construction of a higher level public service system for national fitness.
Hong Kong stocks:
Hang Seng Index closed down 1.64%; The Hang Seng technology index fell 4.63%, continuing to record a new low. Internet technology stocks led the decline, with meituan and BiliBili falling more than 10%. Telecom stocks and oil stocks rose against the market, and China Mobile rose more than 3%. China Huarong fell 50% on the first day of listing. Shangtang closed down 15%.
Asia Pacific Stock Market:
The Nikkei 225 index rose 0.1% and South Korea’s Kospi index fell 1.18%.
count a shares:
1. The turnover of Shanghai and Shenzhen stock markets today was 1305.1 billion, and continued to be large-scale.
2. On January 5, as of the closing of a shares, statistics showed that the total net purchase of northbound funds was 3.047 billion yuan, including 2.92 billion yuan for Shanghai Stock connect and 127 million yuan for Shenzhen Stock connect.
3. As of the latest closing on January 5, the share prices of three stocks in the two cities hit an all-time high. Among them, Lier Chemical Co.Ltd(002258) , Shandong Yulong Gold Co.Ltd(601028) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) and other 5-day net inflow of main funds is obvious.
Hot spot focus
1. State network information office: Mobile Internet application providers shall not use applications to engage in activities prohibited by laws and regulations endangering national security
The state Internet Information Office publicly solicited opinions on the regulations on the management of mobile Internet application information services (Draft for comments), and proposed that application providers and application distribution platforms shall not use applications to engage in activities prohibited by laws and regulations such as endangering national security, disturbing social order and infringing on the legitimate rights and interests of others.
2. The State Administration of Market Supervision announced 13 antitrust punishment cases involving Tencent and Alibaba
The State Administration of market supervision has published 13 administrative punishment decisions on cases of illegal concentration of business operators that have not been declared according to law. After investigation, the above cases have violated Article 21 of the anti monopoly law of the people’s Republic of China, constituting the illegal concentration of business operators that have not been declared according to law. It is evaluated that they do not have the effect of excluding and restricting competition. Recently, according to articles 48 and 49 of the anti monopoly law of the people’s Republic of China, the State Administration of market supervision made a decision on administrative punishment and imposed a fine of 500000 yuan on the enterprises involved.
3. The Ministry of agriculture and rural areas issued the national development plan for Agricultural Mechanization in the 14th five year plan
The Ministry of agriculture and rural areas issued the national agricultural mechanization development plan in the 14th five year plan. By 2025, the total power of agricultural machinery in China will be stable at about 1.1 billion kw, the allocation structure of agricultural machinery will become more reasonable, the operating conditions of agricultural machinery will be significantly improved, the socialized service system of agricultural machinery covering pre production and post production will be basically established, the energy conservation and emission reduction of agricultural machinery and equipment will achieve obvious results, the support of agricultural machinery for agricultural green development will be significantly enhanced, mechanization and informatization With the further integration of intelligence, the ability of disaster prevention and reduction of agricultural mechanization has been significantly enhanced, and the data security of agricultural machinery and the safe production of agricultural machinery have been further strengthened.
4. Tibet’s investment in the 14th five year plan is 601.5 billion yuan, an increase of 58% over the 13th five year plan
According to Xinhua News Agency on the 5th, it was learned recently from the fifth session of the 11th People’s Congress of the Tibet Autonomous Region that during the 14th Five Year Plan period, Tibet planned to invest 601.5 billion yuan, an increase of 58% over the 13th five year plan. Tibet’s investment in the 14th five year plan has increased significantly on the basis of the 13th five year plan. It will focus on supporting the protection and improvement of people’s livelihood, infrastructure construction, ecological and environmental protection, the construction of grass-roots political power and social management capacity, and the development of characteristic and advantageous industries, so as to further contribute to the high-quality economic and social development of Tibet.
5. Meituan takeout opens a digital RMB payment channel
The reporter learned on January 5 that following the official launch of the pilot version of the digital RMB app in major application markets, residents of the National Digital RMB pilot cities can pay for meals in digital RMB when ordering takeout in the United States. This is the re expansion of digital RMB in the livelihood scene of “food, clothing, housing and transportation”.
6. China Wulian: China’s bulk commodity index (CBMI) in December 2021 was 100.9%
China’s bulk commodity index (CBMI) in December 2021, surveyed and released by China Federation of logistics and purchasing, was 100.9%, up 1.7 percentage points from the previous month. The index fell for two consecutive times before the end of the index, and rebounded to the highest in nearly six months. In the later stage, with the advent of the Spring Festival, affected by Festival factors, the market terminal demand basically stagnated. In addition, the year is approaching, and the market capital pressure began to appear. In order to withdraw funds, the supplier intends to speed up the shipment speed, the supply pressure will be further highlighted, the operation pressure of the bulk commodity market will be significantly increased, and there is room for commodity prices to fall.
7. China Cambodia free trade agreement officially came into force
According to the Ministry of Commerce, the free trade agreement between the government of the people’s Republic of China and the royal government of Cambodia has officially entered into force on January 1, 2022. One belt, one road, one way, one way, one way, electronic commerce, economic and technology, will be more than 90% of the total tariff rate of zero tariff products. China and Cambodia will actively promote the implementation of the agreement so that the results will fully benefit the enterprises and people of the two countries.
important news
1. Evergrande group: the “20 Evergrande 01” bondholders’ meeting was held from January 7 to 10
Evergrande group issued the notice on the first bondholder meeting of “20 Evergrande 01” bonds in 2022. It is proposed to hold the “20 Evergrande 01” bondholders’ meeting from January 7 to January 10, 2022 to review the proposal on changing the relevant time of the bondholders’ meeting, the proposal on adjusting the principal and interest payment arrangement of “20 Evergrande 01” bonds and the proposal on requiring the issuer to promise not to evade or scrap bonds. “20 Evergrande 01” bonds will be suspended from the opening of the market on January 6, 2022.
2, Ningbo Zhenyu Technology Co.Ltd(300953) : the sales of Suzhou fanster, a subsidiary, doubled year-on-year in January, and strive to double this year
According to the official wechat news of Ningbo Zhenyu Technology Co.Ltd(300953) (300953), the company’s Suzhou fanster has made brilliant achievements: the sales of Suzhou fanster in 2021 increased by 2.5 times compared with that in 2020; January 2022 has tripled compared with last year. Looking forward to 2022, Jiang Ning, general manager of Suzhou fanster, said that he would further improve the market share and strive to double the sales. It is reported that last year, the total number of supporting iron cores of Suzhou fanster in the field of new energy vehicles exceeded 800000, ranking first in China in the industry. At present, the company has a market share of 31% in the industry, and its products have covered more than 70% of China’s medium and high-end customers. It is reported that Suzhou fanster provides new energy vehicle drive motor iron core for Byd Company Limited(002594) and other customers.
3. 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).
4, Nanjing Yunhai Special Metals Co.Ltd(002182) : the net profit in 2021 increased by 105% – 138% year-on-year
Nanjing Yunhai Special Metals Co.Ltd(002182) (002182) announced on January 5 that the company’s pre profit in 2021 was 500 million yuan – 580 million yuan, a year-on-year increase of 105.13% – 137.95%. The increase in performance was mainly due to the increase in product prices, gross profit margin and sales volume.
5, Zhejiang Wazam New Materials Co.Ltd(603186) : the net profit in 2021 will increase by 88% to 104% year-on-year
Zhejiang Wazam New Materials Co.Ltd(603186) (603186) announced on January 5 that the net profit attributable to the shareholders of the listed company is expected to be 235 million yuan to 255 million yuan in 2021, an increase of 88% to 104% year-on-year compared with the same period of the previous year. During the reporting period, the strong demand of the industry and the booming production and marketing promoted the profitability of the company; At the same time, the company continues to upgrade its product structure and enhance its competitiveness.
6, Inner Mongoliayuan Xing Energy Company Limited(000683) : the net profit in 2021 is expected to increase by 7022% – 7316%
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.
(Securities Times · e company)
