daily collection
interface news: the State Council Office issued the overall plan for the pilot of comprehensive reform of market-oriented allocation of factors, which pointed out to increase the supply of effective financial services and support the pilot use of digital RMB in retail transactions, living payment, government services and other scenarios. We will innovate the combination of stocks and bonds in the new third board market and enrich the investment and financing tools for small and medium-sized enterprises. Select a regional equity market with standardized operation safety and strong risk management ability to carry out pilot system and business innovation. Explore the mechanism of strengthening the cooperation and connection between regional equity markets and national securities markets.
Securities Times: at a press conference held on January 6, the CBRC said that at the end of November 2021, real estate loans increased by 8.4% year-on-year, remained stable as a whole, the reasonable housing needs of buyers were further met, and more than 90% of personal housing loans were used to support the first loan house. Financial support for the construction of indemnificatory housing in the long-term rental housing market has been strengthened, and the growth rate of loans invested in the housing rental market is close to 5 times the average growth rate of various loans.
financial Associated Press: the price of lithium battery industry chain continues to rise, and the price of lithium carbonate, which has attracted much attention, has accelerated and jumped, standing at the level of 300000 yuan / ton. According to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) , the quotation of some lithium battery materials rose again on the 6th, and Co3O4 rose by 10000 yuan / ton; Lithium hydroxide increased by 6000-8500 yuan / ton. Among them, the price of lithium carbonate increased by 7500 yuan / ton, with an average price of 302500 yuan / ton. Compared with the price of 280000 yuan / ton at the end of 2021, the price of lithium carbonate increased by nearly 10% this year.
National Copyright Administration: the National Copyright Administration interviewed major record companies, song and lyrics copyright companies and digital music platforms in Beijing on the 6th, requiring all parties in the digital music industry to work together to maintain the order of digital music copyright and build a good ecology of digital music copyright. The interview stressed that all record companies, song and lyrics copyright companies and digital music platforms should adopt the authorization mode in accordance with the law of music dissemination, the principle of fairness and reasonableness and the rules of international practice, and should be settled through the minimum deposit plus actual usage sharing mode. Except under special circumstances, they shall not sign a separate copyright agreement; Improve the internal copyright management system, authorize music works with clear catalogue and clear copyright ownership, and safeguard the legitimate rights and interests of music copyright owners and relevant rights holders.
macroeconomic
Securities Times Network: he Lifeng, Secretary of the Party group and director of the national development and Reform Commission, recently wrote that we should continue to do a good job in carbon peak and carbon neutralization. Implement the opinions on completely, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization, organize the implementation of the action plan for carbon peak before 2030, promote the adjustment and optimization of energy structure, vigorously develop new energy, actively promote the planning and construction of large-scale wind power and photovoltaic bases focusing on deserts, Gobi and desert areas, and actively promote the transformation and upgrading of existing coal power projects, Establish and improve a green low-carbon circular economy system.
interface news: according to the meeting of directors of the national Department of culture and tourism held on the 6th, as the key work in 2022, the Ministry of culture and tourism will issue policy documents to promote the high-quality development of rural B & B, formulate a three-year action plan for the cultivation of grade tourism B & B, carry out pilot projects for the construction and cultivation of tourism service brands and the development of credit economy, and explore script killing, E-sports hotels Pilot management of new business formats and new models such as cloud services.
Securities Times: the national energy administration, the Ministry of agriculture and rural areas and the National Bureau of Rural Revitalization recently issued the implementation opinions on accelerating the transformation and development of rural energy and helping rural revitalization. It is proposed that by 2025, a number of green and low-carbon pilot projects for rural energy will be built, the proportion of wind power, Cecep Solar Energy Co.Ltd(000591) , biomass energy and geothermal energy in rural energy will continue to increase, the guarantee capacity of rural power grid will be further enhanced, distributed renewable energy will grow, and new green and low-carbon models and new business forms will be widely used, The new energy industry has become an important supplement to the rural economy and an important channel for increasing farmers’ income, and the formation of a green and diversified rural energy system has been accelerated. Promote the utilization of biomass resources in rural areas. Guide enterprises to arrange biomass power generation projects in an orderly manner, and encourage enterprises to switch from simple power generation to cogeneration.
China Securities Journal: on January 6, the Ministry of agriculture and rural areas issued the national fishery development plan for the 14th five year plan. The plan mentioned that by 2025, the total output of aquatic products will reach 69 million tons, China’s marine fishing output will be controlled within 10 million tons, the fishery output value will reach 150 billion yuan, the output value of secondary and tertiary industries will account for more than 54%, and the income of fishermen will increase significantly.
industry dynamics
Shanghai Securities News: Shanghai Environment Group Co.Ltd(601200) Lai Xiaoming, chairman of the energy exchange, revealed in an exclusive interview with reporters that the state is actively preparing to restart the filing and issuance of national certified voluntary emission reduction (CCER) projects, and the national CCER market is expected to restart in 2022.
financial Associated Press: Shanghai Pudong New Area employment promotion center and relevant streets joined hands with Bank Of Communications Co.Ltd(601328) Shanghai branch to successfully issue the first digital RMB employment subsidy in Shanghai to help the people. It is understood that the distribution of subsidy funds in the form of digital RMB can realize directional subsidy distribution through the smart contract function, so as to effectively prevent the possible fund interception risk at the allocation terminal.
Securities Times: according to the data of the passenger Federation, from December 27 to 31, 546000 passenger cars were retailed, a year-on-year decrease of 9%, a month-on-week decrease of 5% and a 5% increase over the same period last month. The wholesale volume of passenger cars was 511000, a year-on-year decrease of 17%, a month on week decrease of 14%, and a total decrease of 16% compared with the same period last month. According to the preliminary internal statistics of the passenger Federation, the overall retail data in December reached 2.157 million, with a daily average of 69000, a year-on-year decrease of 6% and a month on month increase of 19%.
interface news: the national development and Reform Commission recently released the catalogue list of government fixed operating service charges (version 2022), which specifies that the service fee of the issuer of bank card swiping transaction shall not be higher than 0.35% for debit card (single charge amount shall not exceed 13 yuan) and 0.45% for credit card.
stock market focus
China Central Television: Yi Huiman, chairman of the CSRC, said that in 2022, the CSRC will strive to achieve “three stabilities and three advances” and actively contribute to stabilizing the macro-economic market. Yi Huiman said that in 2022, the CSRC will reflect the requirements of reform, opening up and serving the high-quality development of the real economy. The central economic work conference pointed out that the stock issuance registration system should be fully implemented. Yi Huiman said that at present, the pilot of the registration system has reached the expected goal, and the conditions for the full implementation of the registration system have been gradually met. The CSRC is speeding up the formulation of the reform plan of the whole market registration system to ensure the smooth implementation of this major reform.
Securities Times: Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) (601669) announced on the evening of January 6 that it is planned to replace the assets of the real estate sector with the assets related to high-quality power grid auxiliary industry held by the company’s controlling shareholder power construction group, and the appraisal value of the owner’s equity of the assets is 24.653 billion yuan.
Securities Times Network: Western Securities Co.Ltd(002673) pointed out that the recent market style switching is only a preview, and a truly comprehensive market switching will appear in the middle of the year. It must be noted that the realization of the rise in consumer goods prices will be a signal to promote the overall switching of the market. Considering that there is still a need for loose monetary policy, after the resumption of work in spring, the market is gradually optimistic about economic expectations, and the market can still be more optimistic in the first half of the year. Especially for the growth sector, if there is any adjustment, it will be an excellent layout window period.
financial Associated Press: for the recent correction of the new energy sector, Cui Chenlong, manager of Qianhai open source fund, said that the current correction is a normal fluctuation of the market and has little to do with the fundamentals. Based on the long-term fundamentals, they are still firmly optimistic about the investment opportunities in the new energy industry. He believes that the growth of each segment of new energy in 2022 is rapid and highly deterministic. Under the overall guidance of the national “carbon peak, carbon neutralization”, it is expected that the new energy industry will continue to grow steadily. The short-term fluctuation of the market does not affect the development of the industry. The prosperity of the industry remains at a high level. Many products are in short supply and the potential demand is huge.
subscription of new shares: none
new debt subscription: none
IPO: 3D Tiandi, Yahong medicine
listing of new bonds: Huisheng convertible bonds
corporate news
Beijing Zeho Waterfront Ecological Environment Treatment Co.Ltd(605069) : the company is not involved in the income of “carbon sink transaction” and “yuancosmos” related businesses mentioned in the announcement
Shandong Jiangquan Industry Co.Ltd(600212) : the upstream coking enterprise plans to shut down the company and plans to sell all assets and liabilities of thermal power business
Andon Health Co.Ltd(002432) : received the performance test report of self-test OTC kit for Omicron mutant virus
Shenzhen Seg Co.Ltd(000058) : the vibration incident of “518” SEG Plaza building caused a net profit loss of about 55 million yuan.
Beijing Hotgen Biotech Co.Ltd(688068) : net profit in 2021 is expected to increase by 1685% – 1997%
Hubei Xingfa Chemicals Group Co.Ltd(600141) : the net profit in 2021 increased by 573.14% – 605.19% year-on-year
Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) : it is estimated that the net profit in 2021 will increase by 200.95% – 276.19% year-on-year
Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) : the net profit in 2021 is expected to increase by 236% – 262% year-on-year
Tongwei Co.Ltd(600438) : the net profit in 2021 will increase by 122% – 136% year-on-year
Anhui Huaertai Chemical Co.Ltd(001217) : it is estimated that the net profit in 2021 will increase by 126.26% – 167.94% year-on-year
Beijing Jingyeda Technology Co.Ltd(003005) : won the bid for the 16.38 million yuan smart classroom construction project of the Chinese Academy of Sciences
Hefei Gocom Information Technology Co.Ltd(688367) : signed a strategic cooperation agreement with CCCC rail
Sansure Biotech Inc(688289) : New Coronavirus mutant nucleic acid test kit obtained from France’s Ministry of health’s record permission
data
Shanghai and Shenzhen Stock Markets: on January 6, the three major indexes collectively opened low, maintained a weak and volatile trend throughout the day, Chinese medicine stocks rose sharply, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) and other stocks rose by the limit. As of the close, the Shanghai index fell 0.25%, the Shenzhen composite index fell 0.66% and the gem index fell 1.08%. On the disk, construction, steel, construction machinery and other sectors led the gains, while securities, aviation, wine and other sectors led the declines. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the fifth consecutive trading day.
Hong Kong stocks: Hong Kong Hang Seng index opened low and closed high, up 0.72%, Hang Seng technology index rose 1.37%, most Internet technology stocks rose, Shangtang rose more than 14%, Alibaba rose more than 5%, JD rose more than 4% and meituan rose more than 3%. Power, photovoltaic and other sectors fell, and China Resources Power fell more than 7%. China Aluminum International Engineering Corporation Limited(601068) rose more than 27%, leading the rise of Hong Kong stock connect.
Shanghai Shenzhen Hong Kong stock connect: on January 6, the total net sales of northbound funds were 6.637 billion yuan, including 2.217 billion yuan for Shanghai Stock connect and 4.42 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, the top three net purchases were Byd Company Limited(002594) , Sany Heavy Industry Co.Ltd(600031) , Wingtech Technology Co.Ltd(600745) , with net purchases of RMB 282 million, RMB 252 million and RMB 203 million respectively.
dragon tiger list: on January 6, among the stocks on the list, the largest net capital inflow was Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , with a net inflow of 416 million yuan in the three days. Data show that the stock rose 7.37% during the day and 19.72% in the past three days. The top net inflow of funds was CICC Shanghai Branch, which bought 48.4198 million yuan on the third day. A total of 35 stocks were involved in the institutional participation list, of which 23 were net bought by the institution, Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) was the most bought, with a net purchase of 364 million yuan in three days. In addition, 12 shares were sold by institutions, and Fujian Snowman Co.Ltd(002639) was sold the most, amounting to 41.3459 million yuan.
margin trading : as of January 5, the balance of two financial transactions in Shanghai and Shenzhen was 1829.538 billion yuan, a decrease of 5.338 billion yuan compared with the previous trading day. Among them, the financing balance was 1716.322 billion yuan, a decrease of 2.706 billion yuan compared with the previous trading day; The balance of securities lending was 113.216 billion yuan, a decrease of 2.632 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.7140% overnight, down 6.3 basis points; Shibor reported 2.0420% in seven days, down 10.6 basis points; Shibor reported 2.5000% in three months, unchanged from the previous day.
foreign exchange
On January 6, the central parity rate of RMB was reported at 6.3728, up 51 points, and the central parity rate of the previous trading day was reported at 6.3779. The onshore RMB closed at 6.3761 against the US dollar, down 84 points from the previous trading day.
property market observation
first finance and Economics: at the beginning of 2022, Shanghai’s mortgage market ushered in good news. “The rate of lending has indeed accelerated recently.” When asked about the issuance of housing loans, many housing loan managers of large state-owned banks and joint-stock banks told reporters, and the lending cycle is basically within one month. Around November last year, many banks reported that the mortgage lending cycle was about 4 ~ 6 months.
financial Associated Press: recently, Jiangsu Taizhou Real Estate Industry Association issued a proposal to all real estate enterprises, requiring all real estate enterprises to strengthen industry self-discipline and standardize business behavior; Legally and reasonably determine the sales price, scientifically and rationally formulate the promotion plan, do not maliciously reduce the price, and do not take unfair means of vicious competition.
international information
financial Associated Press: the Thai government announced on Thursday (January 6) that pork export will be banned from January 6 to April 5 due to the soaring price caused by the shortage of pork supply.
interface news: the French National Commission for freedom of information (cnil) issued a notice on January 6 that due to failure to comply with the relevant provisions of the data protection law, the agency decided to impose a fine of 60 million euros on Facebook and 150 million euros on Google. The reason given by cnil is that when users use the products of the above companies, they need to click multiple times to close the cookie, and they only need to click once to accept it. Cnil believes that complicating the rejection mechanism is equivalent to supporting users to reject cookies in a disguised form and click the “support” button.
futures market
China Futures: China commodity futures closed with ups and downs. Iron ore and glass rose more than 4%, soda ash rose more than 3%, jujube and coke rose more than 2%, thread and apple rose more than 1%, and plastics and PP rose slightly; Rapeseed meal and SS fell by more than 2%, soybean meal and sugar fell by more than 1%, and palm and starch fell slightly.
International Futures: on Thursday, US Eastern time, international oil prices rose significantly. As of the close, February crude oil futures in New York closed up $1.61, or 2.07%, to $79.46/barrel; Brent March crude oil futures closed up $1.19, or 1.47%, at $81.99 / barrel. The international gold price fell significantly. As of the close, the February gold futures price, which was the most actively traded in the gold futures market of the New York Mercantile Exchange, fell $35.9 to close at $1789.2 per ounce, or 1.97%.
overseas index
U.S. stock market: on Thursday, the three major U.S. stock indexes rebounded weakly and closed down again. As of the close, the Dow closed down 170.64 points, or 0.47%, at 36236.47; The NASDAQ closed down 19.31 points, or 0.13%, at 15080.86; The S & P 500 index fell 4.53 points, or 0.10%, to 4696.05, falling below the 4700 point mark.
European stock market: on Thursday, European time, major European stock indexes fell collectively. As of the close, the UK FTSE 100 index closed at 7450.37, down 66.50 points or 0.88% from the previous trading day; France CAC40 index closed at 7249.66, down 126.71 points or 1.72% from the previous trading day; Germany DAX30 index closed at 16052.03, down 219.72 points or 1.35% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed down 2.88% to 28487.87. South Korea’s Kospi index closed down 33.02 points, or 1.12%, at 2920.95.
