daily collection
China Central Television: according to the official website of the national development and Reform Commission, the decision of the national development and Reform Commission on Revising the Guiding Catalogue for industrial structure adjustment (2019 version) has been deliberated and adopted at the 20th executive meeting on December 27, 2021. In the catalogue for the guidance of industrial structure adjustment (2019 Edition), item 7 is added to the eliminated category “I. backward production technology and equipment” (XVIII) others “, which reads” virtual currency \’mining\’ activities “.
Securities Times: Li Keqiang presided over the executive meeting of the State Council and decided to normalize and institutionalize the centralized procurement of drugs and high-value medical consumables, so as to further reduce the medical burden of patients.
first finance and Economics: on January 9, there was a sudden rumor in the industry that Beijing Dabeinong Technology Group Co.Ltd(002385) (002385. SZ), a listed agricultural and animal husbandry company, had launched a plan to encourage preferential education for employees, which will be implemented from January 1, 2022: I. maternity leave: the first child will be added one month to the national standard, the second child will be added three months, and the third child will be 12 months. 2、 30000 for the first child, 60000 for the second child and 90000 for the third child. 3、 Paternity leave for prospective male employees is 9 days. On January 10, Zhang Guoping, deputy secretary of the Party committee of Beijing Dabeinong Technology Group Co.Ltd(002385) group, confirmed to the first financial reporter that the company did make this announcement: first, to respond to national policies and encourage fertility. Second, based on the consideration of improving the welfare of employees and moving towards common prosperity.
Securities Times website: the Ministry of industry and information technology publicly solicited opinions on the guiding opinions on accelerating the construction of modern light industry system (Draft for comments) on the 10th. The suggestion is that we should develop diversified, fashionable, personalized and low alcohol Baijiu products for young consumers and overseas consumer groups.
macroeconomic
financial Associated Press: the cbcirc held a symposium on promoting the high-quality development of the insurance industry, and proposed to maintain strategic concentration, unswervingly return to the source of guarantee, and actively participate in the top-level system design of national strategies such as healthy China and coping with population aging. We will develop inclusive insurance in the areas of “agriculture, rural areas and farmers”, strengthen financial services for small and micro enterprises and vulnerable groups, and effectively promote common prosperity.
interface news: according to the website of the national energy administration, recently, the National Energy Administration guided Guangzhou electric power trading center to revise and issue the rules for medium and long-term power trading across regions and provinces in the south. Further shorten the trading cycle and set up weekly and multi-day trading; Further optimize the transaction organization process and clarify the agreement plan and market-oriented transaction organization sequence; Further refine the settlement mode and establish a time-sharing settlement mode of “daily settlement, monthly settlement and annual settlement”.
Shangguan news: Gong Zheng, deputy secretary of Shanghai municipal Party committee and mayor, presided over the executive meeting of Shanghai municipal government on the 10th, emphasizing that in accordance with the deployment of Shanghai municipal Party committee, we should actively expand effective investment, promote the high-quality development of elderly care services, promote the pilot of ship bonded oil filling, and further improve the safety management level of rail transit operation. The meeting pointed out that it is necessary to adhere to the principle of stability and seek progress while maintaining stability, actively expand effective investment and ensure a stable start in the first quarter. We should raise awareness, make preparations and grasp projects as soon as possible. We should make scientific analysis and judgment, actively tap potential increment, focus on the “3 + 6” industrial system, attract investment in manufacturing industry, optimize the annual land supply and supply plan of real estate, and focus on infrastructure investment in five new towns, urban digital transformation, new infrastructure and other fields.
Securities Times: the State Council agrees in principle with the plan for the construction of modern circulation system in the 14th five year plan. We will comprehensively promote the hardware and software construction of the modern circulation system, cultivate and expand modern circulation enterprises, improve the management level of modern circulation, comprehensively form new advantages in the development of modern circulation, improve circulation efficiency and reduce circulation costs, so as to provide strong support for building a new development pattern with China’s large circulation as the main body and China’s international double circulation promoting each other.
industry dynamics
financial Associated Press: Gao Xiangming, vice president of China Iron and Steel Association, pointed out at the third meeting of the Sixth General Meeting of China Iron and Steel Industry Association on the 10th that in the first 11 months of 2021, member enterprises of China Iron and Steel Association realized a total profit of 351.7 billion yuan, a year-on-year increase of 86.46%. China’s iron and steel industry has made great efforts to overcome the difficulties of high raw fuel prices, and the industrial efficiency has reached the best level in history.
CCTV news: in 2022, CAAC will focus on building a modern national comprehensive airport system, pay close attention to the implementation of the construction plan of civil transport airports, and strive to issue 256 transport airports by the end of 2022. In the construction of major projects, strive to ensure that the annual fixed asset investment is not lower than that in 2021, build the “air Silk Road” and serve the national major regional development strategy. It is understood that in 2021, 9 new and relocated transport airports will be built by civil aviation, Chengdu Tianfu and Qingdao Jiaodong international airports will be officially put into operation, and 248 transport airports will be certified nationwide.
interface: a new wave of price rise hit, and glass concept stocks rose collectively. From January 8 to January 9, Nanyang Guishan glass company, Shandong Yuankai Hengsheng glass material Co., Ltd. and other Chinese glass production and processing enterprises issued price increase letters. Many companies said in the price increase letter that the rise in product prices was mainly affected by the rising prices of raw materials and fuels, and the factory costs rose sharply.
surging news: on January 10, Tongce Research Institute released the financing ranking of 40 typical real estate enterprises in 2021. Tongce Research Institute believes that under the environment of strong supervision, the overall financing scale of real estate enterprises converged at the beginning of last year, which is like “peace before the storm”, indicating the “extraordinary” financing in 2021. In 2021, the monthly financing scale was generally lower than that in 2020, except that individual enterprises raised the financing scale by “storing grain” in August and “self rescue” in September. From the trend line, it showed a downward trend as a whole.
stock market focus
Securities Times Network: Everbright Securities Company Limited(601788) pointed out that the securities index fell last week, but the stock market in January is still worth looking forward to. China’s stable economic policy is expected to be superimposed on the steady implementation of the capital market registration system and the pilot of the market maker system, further opening up the development space of the securities industry. Securities companies with high growth and low value have higher configuration cost performance. From the company level, leading securities companies and some securities companies with differentiated competitiveness are expected to obtain excess returns.
China Securities Journal: on January 10, Schroder investment released its market outlook for 2022, saying that the global economy is expected to continue to grow in 2022, and the growth path is higher than the long-term average. However, as the macroeconomic cycle enters the middle and late stage, the world may face rising inflationary pressure.
For A-share investment, Schroeder investment proposed that the A-share valuation is now in a more reasonable and attractive range.
financial Associated Press: pork stocks and pig spot trends reappear differences. On the 10th, the pig breeding sector continued to rise, with an increase of more than 4%, corresponding to the sharp decline of pig spot and futures. In this regard, analysts said that the rise of pork stocks against the trend is mainly related to the expectation of de production capacity of fertile sows. Some institutions believe that it is currently in the key layout period on the left side of the pig cycle, and there is a “rush” phenomenon of pre capital. However, the sharp rise of pig stocks does not mean that the fundamentals of the pig industry have been reversed. It is expected that the previous surplus situation of pork supply will continue this year, and it is expected to usher in an upward cycle as soon as 2023.
first finance and Economics: Haitong Securities Company Limited(600837) said that with the rapid development of China’s Shanxi Guoxin Energy Corporation Limited(600617) industry, it is a high probability event to improve China’s market share of lithium resources and reduce China’s dependence on lithium salt raw materials through salt lake lithium extraction technology. Whether it is the market liquidity factor or the economic expectation of fundamentals, the lithium resources sector has come to the bottom of the stage again. The related listed companies of salt lake lithium extraction and lithium mineral resources may deserve investors’ renewed attention.
Subscription of new shares: xidiwei
new debt subscription: none
IPO: bidding shares, Weike technology and temus
new bond listing: none
company news
Dong-E-E-Jiao Co.Ltd(000423) : resignation of chairman and President
Weifu High-Technology Group Co.Ltd(000581) : it is proposed to set up a hydrogen fuel cell parts joint venture
S.P.I Landscape Design Co.Ltd(300844) : signed a strategic cooperation agreement with fairy tale father and Huafu information
Yango Group Co.Ltd(000671) : controlling shareholders and related parties intend to terminate the implementation of the shareholding increase plan
Yunnan Yuntianhua Co.Ltd(600096) : it is estimated that the net profit in 2021 will increase by 1186.59% – 1260.11% year-on-year
Industrial Bank Co.Ltd(601166) : it is expected to achieve a net profit of 82.680 billion yuan in 2021, with a year-on-year increase of 24.10%
Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) : the net profit in 2021 is expected to increase by 344% – 362% year-on-year
China Baoan Group Co.Ltd(000009) : the net profit in 2021 increased by 43.56% – 73.78% year-on-year
China Jushi Co.Ltd(600176) : the net profit in 2021 increased by 140% – 190% year-on-year
Sinosoft Co.Ltd(603927) : shareholder Guo Dan plans to reduce his shares by no more than 2%
Tibet Tourism Co.Ltd(600749) : the shareholder Guofeng Group plans to reduce its shares by no more than 2%
mubang high tech: plans to acquire 100% equity of Inner Mongolia haoan
Jiangsu Linyang Energy Co.Ltd(601222) : proposed 2022 ESOP
data list
Shanghai and Shenzhen Stock Markets: on January 10, the three major A-share indexes fell and rebounded. As of the close, the Shanghai index rose 0.39%, the Shenzhen Component Index rose 0.44% and the gem index fell 0.04%. On the disk, chicken farming, covid-19 detection, pork, aquaculture, glyphosate, cro concept and other sectors led the increase; Oil and gas exploitation and services, combustible ice, ice and snow industry, cloud games, hjt batteries and other sectors led the decline. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for seven consecutive trading days.
shares: Hongkong’s Hang Seng Index closed up 1.08%, Hang Seng Index rose 2.21%, Kwai soo rose more than 10%, beep rose more than 3%, Tencent holdings rose 2%. Anti epidemic stocks rose sharply, JD health and Ali health rose about 11%, and Cansino Biologics Inc(688185) biology rose nearly 10%. Housing stocks collectively strengthened, Shimao Group rose 19%, rongchuang China and China Olympic Park Rose about 12%.
Shanghai Shenzhen Hong Kong stock connect: on January 10, the total net inflow of northbound funds was 4.758 billion yuan, of which the net purchase of Shanghai Stock connect was 2.914 billion yuan and the net purchase of Shenzhen Stock connect was 1.844 billion yuan. Among the top ten traded stocks, the top three net purchases were Inner Mongolia Yili Industrial Group Co.Ltd(600887) , China Merchants Bank Co.Ltd(600036) , Wuxi Apptec Co.Ltd(603259) , with net purchases of 365 million yuan, 361 million yuan and 253 million yuan respectively. The top three net sales are China stock market news, China Vanke Co.Ltd(000002) , Aier Eye Hospital Group Co.Ltd(300015) , with net sales of 425 million yuan, 223 million yuan and 214 million yuan respectively.
dragon tiger list: on January 10, among the stocks on the list, the largest net capital inflow was Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , with a net inflow of 610 million yuan in the three days. Data show that the stock closed within the daily limit, up 24.09% in the past three days. The net flow of funds into the top Shenzhen Stock connect seat, with a net purchase of 96.2131 million yuan on the third day. A total of 19 stocks were involved in the institutional participation list, of which 11 were net bought by the institution, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was the most bought, with a net inflow of 349 million yuan in three days. In addition, 8 shares were net sold by institutions, Beijing Vastdata Technology Co.Ltd(603138) was the most sold, with a net sales of 133 million yuan in three days.
margin trading : as of January 7, the balance of two financial transactions in Shanghai and Shenzhen was 1814.599 billion yuan, a decrease of 16.357 billion yuan compared with the previous trading day. Among them, the financing balance was 1702.702 billion yuan, a decrease of 15.148 billion yuan compared with the previous trading day; The balance of securities lending was 111.897 billion yuan, a decrease of 1.209 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.8780% overnight, up 3.9 basis points; Seven days Shibor reported 2.0930%, down 1.0 basis points; Shibor reported 2.5000% in three months, unchanged from the previous day.
foreign exchange
The central parity rate of RMB against the US dollar was 6.3653, up 89 points; The previous trading day’s median price was 6.3742, the previous trading day’s official closing price was 6.3739, and the previous day and night closed at 6.3770. The onshore RMB closed at 6.3718 against the US dollar on January 10, up 21 points from the previous trading day.
property market observation
China Central Television finance and Economics: near the Spring Festival, the demand of Shenzhen housing rental market is generally cold, and the transaction has dropped significantly. The reporter visited Futian, Nanshan, Bao’an and other regions in Shenzhen, and found that many Shenzhen landlords are troubled by the current problems of difficult rental and prolonged rental cycle. Many owners have offered to reduce rent to maintain the rental rate.
The researcher said that in the past two years, the rent in Shenzhen has been in a state of continuous decline, with an overall decline of about 6% in 2020 compared with 2019 and about 5% in 2021 compared with 2020, with a decline of about 11% in two years.
Securities Times: according to the statistics of Shenzhen real estate information network, a total of 40699 second-hand houses were sold in Shenzhen in 2021, a year-on-year decrease of 57.3% in 2020, a new low in recent 15 years. In addition, according to the second-hand housing online signing data collected by Shenzhen real estate agency association, 44375 second-hand housing online signing (including self-help) in Shenzhen in 2021, a decrease of 63.1% compared with 120295 online signing in 2020, a new low since the statistics of second-hand housing online signing data of Shenzhen real estate association, and the second-hand housing online signing volume is lower than the new housing trading volume for the first time since 2007.
international information
interface news: Indonesian energy minister arifin tasrif said on Monday that the government hopes to make a decision on resuming coal exports in the next few days. “In the past week, we have taken stock and hope to further clarify the situation in the next few days, so that we can ensure coal safety and resume exports,” he said in an online bilateral meeting with Japanese economy and Industry Minister Keiichi Morida.
Securities Times Network: on January 10, Yi Huaren, Minister of transport of Singapore, said that driven by the “vaccinator tourism corridor plan”, by the end of 2021, the passenger volume of Singapore Changi Airport had recovered to 15% before the epidemic. At the beginning of 2021, the passenger volume of Changi Airport only reached about 3% of that before the epidemic. He quoted the research data of the International Air Transport Association (IATA) as saying that the international passenger volume of Changi Airport is expected to return to 55% of the 2019 level by the end of 2022.
futures market
China Futures: the closing trend of China commodity futures was divided. Soda ash, glass and stainless steel rose by more than 3%, urea, pulp, Shanghai nickel and No. 20 rubber rose by more than 2%, and apple, ferrosilicon, palm, coke, Zheng you, Shanghai aluminum and beans rose by more than 1%. Pigs and peanuts fell by more than 3%, styrene, PVC and iron ore fell by more than 2%, and plastics, PP and asphalt fell by more than 1%.
International Futures: the February gold futures price, which was the most actively traded in the gold futures market of the New York Mercantile Exchange, rose US $1.4 on the 10th from the previous trading day to close at US $1798.8 per ounce, or 0.08%.
overseas index
US stock market:
European stock market: London stock market, the financial times 100 stock average price index 10 closed at 7445.25, down 40.03 points or 0.54% from the previous trading day. France Paris Stock Market CAC40 index closed at 7115.77, down 103.71 points or 1.44% from the previous trading day; Germany’s Frankfurt DAX index closed at 15768.27, down 179.47 points or 1.13% from the previous trading day.
Asia Pacific Stock Market: the Tokyo Stock Exchange of Japan is closed for the elderly day. South Korea’s Kospi index closed down 28.17 points, or 0.95%, at 2926.72 on January 10.
(source: China stock market news research center)
