daily collection
passenger Federation: it was originally expected that the sales volume of new energy passenger vehicles would be 4.8 million in 2022. At present, it should be adjusted to more than 5.5 million, and the penetration rate of new energy passenger vehicles would reach about 25%. New energy vehicles are expected to exceed 6 million, and the penetration rate of new energy vehicles is about 22%. In the fourth quarter of 2021, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) passenger cars was 1.3 million. With the significant improvement of Chinese consumers’ recognition of the new energy market and the stability of policy subsidies, it is bound to promote the sharp increase in the total sales of Shanxi Guoxin Energy Corporation Limited(600617) passenger cars in 2022 and continue to maintain a super leading position with a share of more than 50% in the world.
Dahe finance cube: the official website of yuanuniverse Industry Committee of China Mobile Communication Federation announced the list of the first batch of members. Among the 267 applicants and units in the first list, 65 / person (25 individual members, 40 unit members and 8 listed companies) were accepted after the review of OECD regulations. The listed companies are Shenzhen Zqgame Co.Ltd(300052) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Inmyshow Digital Technology (Group) Co.Ltd(600556) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , China Zheshang Bank Co.Ltd(601916) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Hangzhou Anysoft Information Technology Co.Ltd(300571) and Hylink Digital Solution Co.Ltd(603825) .
interface news: on January 11, 2022, the general office of the State Council issued the opinions on cross cycle regulation and further stabilizing foreign trade, which proposed to stabilize the development of processing trade. Strengthen the cultivation and construction of national processing trade industrial parks, deepen the cooperation and joint construction between the East, the central and western regions and the northeast, and encourage and support the implementation and development of key processing trade projects. Accelerate the cultivation and identification of a new batch of key undertaking and demonstration places for gradient transfer of processing trade, increase support, and give play to the leading role of demonstration and radiation. The domestic sales tax of processing trade enterprises will be temporarily exempted, and the interest on tax deferment will be suspended until the end of 2022, so as to stabilize the development of processing trade and reduce the burden on enterprises.
China Energy News: the approval of UHV projects is accelerated this year, and all planned projects are expected to be approved. The scale of UHV construction in the next four years is unprecedented. During the 14th Five Year Plan period, the State Grid planned to build the “24 AC and 14 DC” UHV project, involving more than 30000 kilometers of lines, 340 million KVA transformation capacity and a total investment of 380 billion yuan. According to informed sources, “in 2022, the State Grid plans to start 13 UHV lines of \’10 AC and 3 DC\’.
macroeconomic
interface news: after the ups and downs in 2021, the steel industry may usher in a clear carbon reduction roadmap in 2022. LV Guixin, a first-class inspector of the raw material industry department of the Ministry of industry and information technology, said at the meeting that the “14th five year plan” for the development of raw material industry had been released recently, and the guiding opinions on promoting the high-quality development of the iron and steel industry and the implementation plan for carbon peak of the iron and steel industry would also be issued one after another. The resource guarantee “cornerstone plan” has been formally submitted.
Development and Reform Commission: recently, with the consent of the State Council, the national development and Reform Commission and the Ministry of water resources jointly issued the water security plan for the 14th five year plan. The plan focuses on the new challenges, new requirements and new tasks of water security based on the new development stage, implementing the new development concept, building a new development pattern and promoting high-quality development. It studies and puts forward the overall ideas, objectives, tasks and major policies and measures of water security during the 14th five year plan period, which is an important basis for guiding the work of water security in the next five years.
first finance and Economics: in response to the suggestions of the National People’s Congress, the Ministry of agriculture and rural areas said that it would strengthen the top-level design, organize the preparation of the development plan for large-scale intelligent aquaculture and fishing grounds in the far-reaching sea (2021-2035), take this as a guide, strengthen technical research and equipment scientific and technological innovation, and promote the high-quality development of deep and open sea aquaculture; We will learn from the development model of “Penghu” in Zhuhai, actively support the integrated development of deep and open sea aquaculture industry together with relevant departments, and accelerate the modernization of deep and open sea aquaculture industry.
Securities Times website: in order to better promote household appliance manufacturers to carry out the action of recycling target responsibility system, recently, the responsible comrades of the industry department of the national development and Reform Commission presided over a seminar to understand JD group’s work in building a recycling system and providing responsible services for manufacturers to recycle waste household appliances, And the extension of producer responsibility, industrial technology innovation alliance and the promotion of the construction of waste household appliance recycling system. The meeting held in-depth discussions on strengthening the construction of reverse recycling logistics, optimizing recycling channels and innovating the model of exchanging old appliances for new ones.
industry dynamics
interface news: the price of silicone products in China has returned to the 30000 yuan mark. According to the monitoring data, on January 11, the average quotation of organosilicon DMC commodity index sample was 29300 yuan / ton, the highest quotation was 30000 yuan / ton and the lowest quotation was 28000 yuan / ton. In addition, export orders have increased significantly in recent months, the pressure on factories to receive orders has eased, China’s spot market is tight, and it is difficult to receive some bulk orders.
financial Associated Press: the Industrial Development Department of the national development and Reform Commission, together with relevant units, investigated the implementation of the intelligent vehicle innovation and development strategy in Beijing to deeply understand the progress made by relevant intelligent vehicle enterprises in technology R & D, infrastructure construction, ecosystem construction and other fields. During the investigation, relevant enterprise leaders and industry experts exchanged and discussed the intelligent vehicle technology and industrial development trend, and put forward relevant policy suggestions.
Shanghai Securities News: the latest report on China’s video cloud market tracking (the first half of 2021) released by IDC shows that the scale of China’s video cloud market reached US $4.37 billion in the first half of 2021, with a year-on-year increase of 38.7%, of which the growth rates of video cloud infrastructure and solutions markets were 36.9% and 47.6% respectively.
surging news: the official has set the tone whether the implant is included in the centralized collection. Previously, the intensive collection of implant teeth, which has attracted much attention in the industry, has been put on the agenda. Some people in the industry even believe that the intensive collection of implant teeth may be seen in 2022. Whenever dental implant collection is carried out, it can be predicted that for patients, centralized collection will reduce the price of tens of thousands of dental implants in the past and greatly reduce medical expenses. As far as the existing industry development pattern is concerned, it will inevitably have an impact on the relevant industries.
stock market focus
China Central Television finance and Economics: on the 11th, the overall market adjusted, and the tourism sector was still relatively active. Since the opening of the market in 2022, Yunnan Tourism Co.Ltd(002059) has soared by 25%, leading the tourism sector to rise against the trend. Chen Xin, tourism industry analyst at UBS Securities, said that the recent rise in the tourism sector is mainly due to some investors’ belief that the tourism sector has been relatively depressed due to the negative impact of the epidemic in the past two years. From 2022, the whole tourism sector may pick up in terms of performance and valuation.
Specifically, the two segments of hotel and tax exemption deserve attention.
Shanghai Securities News: since the beginning of the year, there has been a significant adjustment in the A-share market, many track assets have been impacted, and the net value of public funds has retreated significantly. However, at the time of the hot search on the frequency of “fund crash”, the equity positions of public funds are quietly increasing. The recent adjustment of “track type” assets such as new energy has triggered heated discussion in the market. However, many fund managers believe that with the advent of the annual report disclosure season, it is expected that the boom direction with high performance and appropriate cost performance is still “promising”, and the current adjustment provides a low absorption opportunity. With the reputation of new energy, the “top flow” fund managers have also made a voice for help recently.
financial Associated Press: Haitong Securities Company Limited(600837) said that the recent market weak adjustment continues, and the short-term adjustment may be prolonged. From the current trend, the downward trend is still continuing, and the short-term market may continue to explore for technical support. In the current weak situation, it is recommended that investors control their positions, do a good job in short-term defense, and grasp the market structure, buy low and sell high. In the sector, pay attention to structural opportunities in finance, agriculture, consumption, science and technology and other industries, as well as investment opportunities with annual report performance exceeding expectations.
first finance: entering 2022, the performance express of the first batch of listed banks was disclosed. Recently, Bank Of Jiangsu Co.Ltd(600919) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Bank Of Chengdu Co.Ltd(601838) , Industrial Bank Co.Ltd(601166) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) took the lead in publishing the annual performance express of 2021. The data show that the net profits of the five banks increased significantly last year, exceeding market expectations. Many industry insiders interviewed by reporters were optimistic about the future performance of bank stocks. This is mainly because, on the one hand, the real estate financing environment has been relaxed, and the market has better expectations for economic growth this year; On the other hand, it is expected that the overall liquidity environment of the market will remain relatively loose and banks will increase credit. In addition, with reference to historical performance, bank stocks will have a good market at the end of each year and the beginning of the second year.
subscription of new shares: Yidong Electronics
new debt subscription: none
IPO: Tianyue advanced, chuangyao Technology
new bond listing: none
company news
China Shipbuilding Industry Group Power Co.Ltd(600482) : plans to jointly increase the capital of the subsidiary with related parties and the subsidiary will purchase assets from China shipbuilding industry group
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) : signed a cooperation framework agreement with HEMA
Jiangsu Huachang Chemical Co.Ltd(002274) : 25 hydrogen fuel cell demonstration buses will be put into operation in the near future
Jiangsu Huahong Technology Co.Ltd(002645) : subsidiary signed a long-term supply agreement with Ganzhou Keli, an authorized purchaser of apple
Inner Mongolia Baotou Steel Union Co.Ltd(600010) : the net profit in 2021 increased by 501.05% – 799.11% year-on-year
Jiangsu Huachang Chemical Co.Ltd(002274) : the net profit in 2021 increased by 776.08% – 830.84% year-on-year
Hoshine Silicon Industry Co.Ltd(603260) : it is estimated that the net profit in 2021 will increase by 505.28% to 519.52% year-on-year
Zangger Mining: the net profit in 2021 is expected to increase by 512% – 534% year-on-year
Guangzhou Automobile Group Co.Ltd(601238) : the pre profit in 2021 is 6.6 billion yuan to 7.6 billion yuan, with a year-on-year increase of about 11% to 27%
Hangjin Technology Co.Ltd(000818) : the net profit in 2021 increased by 196.36% – 281.03% year-on-year
Zhejiang Huayou Cobalt Co.Ltd(603799) : the net profit in 2021 increased by 217.64% – 260.56% year-on-year
Aier Eye Hospital Group Co.Ltd(300015) : the company’s executives plan to increase their holdings of no less than 500000 shares of the company
* ST Mall: plan to sell 100% equity of mall department store
data list
Shanghai and Shenzhen Stock Markets: on January 11, the three major A-share indexes fluctuated and fell. As of the close, the Shanghai index fell 0.73%, the Shenzhen composite index fell 1.27% and the gem index fell 1.28%. On the disk, covid-19 detection, pharmaceutical commerce, phosphorus chemical industry, traditional Chinese medicine, ice and snow industry and other sectors led the increase; Digital currency, NFT concept, pork, cloud games, metauniverse, national defense and military industry led the decline.
shares: Hang Seng Index fell 0.03%, Hang Seng Index fell 0.1%, Kwai soo rose more than 3%, and soup and beep increased by more than 2%. Auto stocks generally fell, with ideal cars down more than 5%, and Xiaopeng cars and Great Wall Motor Company Limited(601633) down more than 4%.
Shanghai Shenzhen Hong Kong stock connect: on January 11, the north capital sold a net 4.027 billion yuan, of which the Shanghai Stock connect sold a net 933 million yuan and the Shenzhen Stock connect sold a net 3.094 billion yuan. Among the top ten traded stocks, Byd Company Limited(002594) , Wuxi Apptec Co.Ltd(603259) , Nari Technology Co.Ltd(600406) were among the top three, with net purchases of 476 million yuan, 288 million yuan and 279 million yuan respectively. The net sales of Contemporary Amperex Technology Co.Limited(300750) , Aier Eye Hospital Group Co.Ltd(300015) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) ranked among the top three, with net sales of 697 million yuan, 597 million yuan and 509 million yuan respectively.
dragon tiger list: on January 11, among the stocks on the list, the largest net capital inflow was Ji Yao Holding Group Co.Ltd(300108) , which was 105 million yuan. The data showed that the stock had a 20cm large daily limit, and the turnover rate throughout the day was 22.1%. The net inflow of funds into Huaxin Shanghai Branch, which ranks first, net purchases of 55.4701 million yuan. A total of 35 stocks were involved in the institutional participation list, of which 17 were net bought by the institution, Zhewen Interactive Group Co.Ltd(600986) was the most bought, with a total of 117 million yuan. In addition, 18 shares were net sold by institutions, and Anxi biology was sold the most, with 147 million yuan.
margin trading : as of January 10, the balance of two financial transactions in Shanghai and Shenzhen was 1816.208 billion yuan, an increase of 1.609 billion yuan over the previous trading day. Among them, the financing balance was 1704.537 billion yuan, an increase of 1.835 billion yuan over the previous trading day; The balance of securities lending was 111.671 billion yuan, a decrease of 226 million yuan compared with the previous trading day.
Shibor : Shibor reported 1.9840% overnight, up 10.6 basis points; Shibor reported 2.1310% in 7 days, up 3.8 basis points; Shibor reported 2.5000% in three months, unchanged from the previous day.
foreign exchange
On January 11, the central parity of RMB was reported at 6.3684, down 31 points, and the central parity of the previous trading day was reported at 6.3653.
The onshore RMB closed at 6.3718 against the US dollar at 16:30 on January 11, up 0 point from the previous trading day.
property market observation
China Securities News: recently, the reporter visited and investigated the new and second-hand housing market in Hangzhou. It was learned from several banks that the tension of housing loan quota has eased, and the lending cycle is about one month. From the perspective of housing loan interest rate, at present, the housing loan interest rate of commercial banks in Hangzhou has dropped to less than 6%, of which the first loan interest rate is 5.85% – 5.9% and the second loan interest rate is 5.95% – 6%. The transaction of high priced second-hand houses represented by school district houses showed some warmth. In terms of the new housing market, the phenomenon of “ten thousand people Yaohao” of new houses, which has attracted much attention in Hangzhou, has been significantly alleviated, and the winning rate has returned to a high level.
financial Associated Press: the reporter learned from the Shenzhen real estate information platform that up to now, only one set of subscription letter has been signed for the Allianz Shangjing house project in Guangming District, Shenzhen, which opened on January 2 this year. A total of 353 houses were approved for the project, with an average price of about 52000 yuan / m2. A senior real estate agent in Shenzhen told reporters that the cold of the first new real estate in Shenzhen in 2022 is related to the overall market atmosphere and the pricing of surrounding real estate.
international information
China Central Television finance and Economics: data show that Singapore’s overall fertility rate fell to 1.1 in 2020, the lowest level in more than 10 years. In addition to the uncertainty caused by the epidemic, the delayed marriage age of young people and the high cost of living, the increasingly fierce competition for children’s education has also become an important reason for the low marriage and childbearing rate. In order to improve the fertility rate, the Singapore government has introduced many measures. Giving birth to the first and second children can receive a one-time cash subsidy of S $8000 and about 38000 yuan respectively. Three and four children can also get more subsidies.
CCTV news: the animal husbandry development department of the Ministry of agriculture and cooperatives of Thailand organized a working group to conduct random inspection of virus samples from 10 pig farms and 2 slaughterhouses in many regions from January 8 to 9. After the detection of 309 samples, one case of African classical swine fever virus infection was found, which came from a slaughterhouse in Fotong Prefecture.
futures market
China Futures: the closing trend of China commodity futures was divided. The main contracts of stainless steel and soda ash rose by more than 4%, Shanghai nickel rose by more than 3%, iron ore rose by more than 2%, and Shanghai Bank, hot coil, glass and No. 20 glue rose by more than 1%. Power coal and methanol fell by more than 3%, ethylene glycol and pulp fell by more than 2%, and LPG and fuel oil fell by more than 1%.
International Futures: oil prices in New York rose significantly on the 11th. The price of New York light crude oil futures for February delivery rose $2.99 to close at $81.22 a barrel. February gold futures, the most actively traded gold futures market on the New York Mercantile Exchange, rose $19.7 on the 11th, or 1.1%, to close at $1818.5 an ounce.
overseas index
U.S. stock market: the three major U.S. stock indexes closed higher, with the Dow index up 0.51%, the NASDAQ index up 1.41%, and the S & P 500 index up 0.92%, ending five consecutive declines.
European stock market: London stock market, the financial times 100 stock average price index 11 closed at 7491.37, up 46.12 points or 0.62% from the previous trading day. France Paris Stock Market CAC40 index closed at 7183.38, up 67.61 points or 0.95% over the previous trading day; Germany’s Frankfurt DAX index closed at 15941.81, up 173.54 points or 1.10% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index fell 0.96% to 28206.5 points. South Korea’s Kospi index closed up 0.66 points, or 0.02%, at 2927.38.
