daily collection
Xinhua News Agency: the State Council recently issued the “14th five year plan for the development of digital economy”, which defined the guiding ideology, basic principles, development objectives, key tasks and safeguard measures to promote the healthy development of digital economy during the 14th Five Year Plan period. By 2025, the added value of the core industries of the digital economy will account for 10% of China’s GDP, the data element market system will be preliminarily established, the industrial digital transformation will reach a new level, the digital industrialization level will be significantly improved, the digital public services will be more inclusive and equal, and the digital economy governance system will be more perfect. Looking forward to 2035, we will strive to form a unified, fair, orderly competition, mature and complete modern market system of digital economy, and the development level of digital economy ranks in the forefront of the world.
central bank: in December, RMB loans increased by 1.13 trillion yuan, a year-on-year decrease of 123.4 billion yuan. At the end of December, the balance of broad money (M2) was 238.29 trillion yuan, a year-on-year increase of 9%, 0.5 percentage points higher than that at the end of last month and 1.1 percentage points lower than that in the same period of last year.
Guangming Daily: learned from the national medical insurance bureau that recently, Hubei led the bid opening of centralized procurement of 19 provincial alliance Chinese patent medicines, with a procurement scale of nearly 10 billion yuan. Finally, 97 enterprises and 111 products were selected, and the average price of the selected products decreased by 42.27% and the maximum decreased by 82.63%. According to the calculation of the annual demand of the 19 provincial alliance, it is estimated that the annual drug cost can be saved by more than 2.6 billion yuan.
21 finance and Economics: on January 12, a news of “collective flash collapse of lithium carbonate price” spread in the industry. Some media reported that according to the quotation of Wuxi stainless steel network, the price of lithium carbonate for several periods collectively fell. As of 10:20 a.m. that day, the decline was more than 10%, and the lithium price index fell nearly 11%. This is also the second consecutive day of sharp decline in lithium price. The lithium price index has fallen by 10.5% on January 11. According to the reporter, Wuxi stainless steel network belongs to the spot forward trading platform, not the China Futures Exchange. It is essentially a private enterprise controlled by natural person Yu Xiaochun. The decline in the price of lithium carbonate on Wuxi stainless steel platform is more due to its strong short-term selling power in its own market. Especially when the market scale and capacity are insufficient, the centralized sale of a single seller is enough to have a huge impact on its price, and a 10% decline in a single day is normal.
macroeconomic
daily economic news: on January 12, Guo Shougang, deputy director of the first Department of equipment industry of the Ministry of industry and information technology, said that in the next step, the Ministry of industry and information technology will give full play to the role of the inter ministerial joint meeting mechanism of energy conservation and new energy vehicles, formulate policies and measures to support the accelerated development of new energy vehicles, and maintain the effective connection of the policy system. At the same time, we will comprehensively improve the guarantee capacity of key resources, strengthen communication and coordination with provinces and cities such as Qinghai, Sichuan and Jiangxi, and promote the acceleration of the development of lithium resources in China.
financial Associated Press: Liu Ping, deputy director of Shanghai Economic and Information Technology Commission, said at a news briefing on the 12th that in the future, he will continue to do a good job in the service guarantee of foreign-funded manufacturing projects, actively layout new tracks such as digital economy, green low-carbon and yuancosmos, as well as terminal driven fields such as smart Internet connected vehicles and smart phones, and optimize policy supply, We will pay close attention to attracting a number of new foreign-funded industrial projects.
interface news: according to the website of the national development and Reform Commission, the national development and Reform Commission has issued the plan for comprehensive treatment of water environment in key river basins in the 14th five year plan, which proposes to basically form a relatively perfect urban water pollution prevention and control system by 2025, strive to achieve a centralized collection rate of urban domestic sewage of more than 70%, and basically eliminate urban black and smelly water bodies. The water quality compliance rate in the water functional areas of important rivers and lakes has been continuously improved, the water environment quality of key river basins has been continuously improved, the seriously polluted water bodies have been basically eliminated, and the surface water inferior to class V water bodies have been basically eliminated.
wechat: in 2021, the sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles reached 3521000, a year-on-year increase of 1.6 times, ranking first in the world for seven consecutive years; The new passenger car market equipped with combined driving assistance system accounts for 20%.
industry dynamics
Xinhuanetco.Ltd(603888) : a few days ago, the state organized the joint drug procurement office to issue a notice. The results of the Sixth Batch of national centralized drug procurement (insulin special) will be implemented in May 2022. The specific implementation date shall be subject to the notice issued by all localities. Up to now, the 6 purchase of drug concentration volume has been carried out by the state organization. The average price of the selected drugs is 53%, covering the mainstream drugs such as hypertension, diabetes, hyperlipidemia, chronic hepatitis B and other chronic diseases and common diseases.
financial Associated Press: the silicon branch released the latest polysilicon price on the 12th. After narrowing the decline for two consecutive weeks, the silicon material price stabilized and rebounded this week. The price range of China’s single crystal re feeding is 230000-242000 yuan / ton, and the average transaction price rebounded to 234600 yuan / ton, with a week-on-week increase of 1.21%; The price range of single crystal compact was 228000-240000 yuan / ton, and the average transaction price rose to 232500 yuan / ton, with a week-on-week increase of 1.48%.
interface news: led by China Academy of information and communications, China Telecom Corporation Limited(601728) , China Mobile, China United Network Communications Limited(600050) , Chinese Academy of Sciences, Beijing University of Aeronautics and Astronautics, Beijing University of Posts and telecommunications, National Supercomputing Jinan center, Huawei Technology Co., Ltd., Inspur Communication Information System Co., Ltd., Zte Corporation(000063) , Alibaba cloud, baidu cloud Nearly 20 enterprises such as Qi An Xin Technology Group Inc(688561) jointly launched it. After deliberation by China Communication Standardization Association, the “computer network integration industry and Standard Promotion Committee” (tc621) was officially established on January 10, 2022.
financial Associated Press: Nanhai District People’s Government of Foshan City and state power investment group Hydrogen Energy Technology Development Co., Ltd. held the signing ceremony of the project cooperation agreement of state power investment South China hydrogen energy industry base, with a total investment of about 10 billion yuan. It is planned to build the only hydrogen energy industry base of state power investment group membrane materials and carbon paper in South China.
stock market focus
Securities Times: Citic Securities Company Limited(600030) (600030) disclosed the performance express on the evening of January 12. In 2021, the operating revenue reached 76.57 billion yuan, a year-on-year increase of 40.80%; The net profit was 22.979 billion yuan, a year-on-year increase of 54.2%.
surging news: “the agitation in spring has ended, and the market will usher in a phased adjustment.
”Zhang Chi, chief strategic analyst of The Pacific Securities Co.Ltd(601099) securities, said at the 2022 investment strategy meeting. On the whole, it is recommended to configure around two main lines in 2022. The first is the main line of risk avoidance, which can be configured with consumer, public utilities, banks and other risk avoidance varieties; The second is the main line of taking attack as defense, which can be configured with media, computers, consumption, electronic communication plates related to the meta universe, as well as undervalued plates such as military industry plates.
financial Associated Press: on January 12, prefabricated vegetable boards continued to strengthen and lead the two markets. Individual stocks also set off a wave of limit trading. As of the close, the plate index rose by more than 9%. In terms of individual stocks, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Xi’An Catering Co.Ltd(000721) , Jinling Hotel Corporation Ltd(601007) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Shandong Delisi Food Co.Ltd(002330) , Haixin Foods Co.Ltd(002702) , Shandong Huifa Foodstuff Co.Ltd(603536) , Yantai Shuangta Food Co.Ltd(002481) , Tongqinglou Catering Co.Ltd(605108) , Zhongyin Babi Food Co.Ltd(605338) , Springsnow Food Group Co.Ltd(605567) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Suzhou Weizhixiang Food Co.Ltd(605089) , Dahu Aquaculture Co.Ltd(600257) a total of 14 shares rose. In addition, gashi food, a prefabricated vegetable concept stock located in the Beijing stock exchange, also realized a 30 cm rise on the 12th. Debang Securities pointed out that prefabricated dishes simplify the cumbersome steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and comply with the healthy industry development trend. They not only cater to the lifestyle of young consumers who have no time to cook under the fast-paced life, but also meet the strong demands of catering enterprises to reduce costs and improve efficiency under the background of catering industrialization, It has broad development prospects.
interface news: boosted by the good news that UHV will start construction on a large scale, UHV concept stocks rose sharply. As of the closing on January 12, 68 of the 72 UHV stocks rose, accounting for 94.44%. Under the background of building a new power system, UHV has become an important support for power grid transformation and a key investment direction of power grid in the 14th five year plan. Dongguan Securities said that with the rapid increase of power consumption in the eastern coastal areas and the increase of grid connection demand for clean energy power generation in the west, the new demand of UHV power grid continues to increase. Everbright Securities Company Limited(601788) the research report said that under the background of carbon peak and carbon neutralization, strengthening grid construction, especially UHV construction, can effectively solve the problems of high proportion of renewable energy grid connection and large-scale allocation across provinces and regions in China.
Subscription of new shares: wanlang magnetic plastic
new debt subscription: none
IPO: Xinghui environmental materials
new bond listing: none
company news
Andon Health Co.Ltd(002432) : the US subsidiary signed an order for covid-19 antigen home self-test OTC kit
Asahi biology: plans to use the over raised funds to invest in the R & D and production project of in vitro diagnostic reagents and diagnostic instruments
Cssc Science & Technology Co.Ltd(600072) : intends to purchase 100% shares of China haizhuang and equity of several companies
Beijing Hotgen Biotech Co.Ltd(688068) : there is a risk of fierce market competition in the company’s product sales
Sichuan Hebang Biotechnology Co.Ltd(603077) : net profit in 2021 increased by 7227.36% – 7960.09% year-on-year
Shanghai Huayi Group Corporation Limited(600623) : the net profit in 2021 will increase by 561% – 656% year-on-year
Petrochina Company Limited(601857) : the net profit in 2021 increased by 374% – 395% year-on-year
Wuxi Shangji Automation Co.Ltd(603185) : the net profit in 2021 increased by 207% – 239% year-on-year
Jiangsu Cnano Technology Co.Ltd(688116) : the net profit in 2021 increased by 166% – 184% year-on-year
Sichuan Yahua Industrial Group Co.Ltd(002497) : the net profit in 2021 is expected to increase by 184% – 224% year-on-year
The People’S Insurance Company (Group) Of China Limited(601319) : the total premium income of original insurance in 2021 was 581.047 billion yuan
Kunming Longjin Pharmaceutical Co.Ltd(002750) : the shareholder Lixing industry plans to reduce its shares by no more than 6%
Aier Eye Hospital Group Co.Ltd(300015) : Li Li, vice chairman and general manager, increased 300000 shares today
data list
Shanghai and Shenzhen Stock Markets: on January 12, the three major indexes rebounded collectively. As of the close, the Shanghai index rose 0.84%, the Shenzhen Component Index rose 1.39% and the gem index rose 2.64%. On the disk, prefabricated dishes, hotels and catering, UHV, scenic spots and tourism, covid-19 testing, food processing and manufacturing and other sectors led the increase; Steel, cement, property management, diamond cultivation, traditional Chinese medicine and other sectors led the decline. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for nine consecutive trading days.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 2.79%, Hang Seng technology index rose 4.99%, JD rose nearly 11%, and meituan rose more than 9%. Auto stocks rose sharply, with Xiaopeng auto and Guangzhou Automobile Group Co.Ltd(601238) up more than 9%, ideal auto up more than 8%, and Byd Company Limited(002594) shares up more than 7%.
Shanghai, Shenzhen and Hong Kong stock connect: on January 12, north capital bought a net 7.018 billion yuan, including 4.783 billion yuan for Shanghai Stock connect and 2.235 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, Nari Technology Co.Ltd(600406) , Industrial Bank Co.Ltd(601166) , Contemporary Amperex Technology Co.Limited(300750) ranked among the top three, with net purchases of 678 million yuan, 624 million yuan and 620 million yuan respectively. The net sales of Eve Energy Co.Ltd(300014) , Aier Eye Hospital Group Co.Ltd(300015) , Jiangsu Hengrui Medicine Co.Ltd(600276) ranked among the top three, with net sales of 552 million yuan, 471 million yuan and 392 million yuan respectively.
dragon tiger list: on January 12, among the stocks on the list, the largest net capital inflow was Yunnan Tin Co.Ltd(000960) , with a net purchase amount of more than 300 million yuan. According to the data, the daily limit of the stock rose, the stock price rose by 27.25% in the past three trading days, and the intra day turnover rate was 61.97%. A total of 30 stocks were involved in the institutional participation in the dragon and tiger list, of which 17 were net bought by the institution, and Yunnan Tin Co.Ltd(000960) was the most bought, amounting to 173 million yuan. In addition, 13 shares were net sold by institutions, of which Shenzhen Jinjia Group Co.Ltd(002191) sold the most, amounting to 223 million yuan.
margin trading : as of January 11, the balance of two financial transactions in Shanghai and Shenzhen was 1814.214 billion yuan, a decrease of 1.994 billion yuan compared with the previous trading day. Among them, the financing balance was 1703.604 billion yuan, a decrease of 933 million yuan compared with the previous trading day; The balance of securities lending was 110.61 billion yuan, a decrease of 1.061 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.9720% overnight, down 1.2 basis points; Seven days Shibor reported 2.0980%, down 3.3 basis points; Shibor reported 2.5000% in three months, unchanged from the previous day.
foreign exchange
On January 12, the central parity rate of RMB was reported at 6.3658, up 26 points, and the central parity rate of the previous trading day was reported at 6.3684. The onshore RMB closed at 6.3646 against the US dollar at 16:30 on January 12, up 72 points from the previous trading day.
property market observation
daily economic news: according to incomplete statistics, in the past half a month, at least seven cities, including Baoding, Yulin, Bozhou, Kunming, Changchun and Zhuhai, have announced relevant policies related to house purchase subsidies. In addition to giving direct cash subsidies to buyers, some cities also give subsidies in the form of house purchase deed tax, and the subsidies are not limited to the scope of talent policy. At present, most of the cities that have issued house purchase subsidy policies are third and fourth tier cities, which to some extent reflects the great pressure on the real estate market in third and fourth tier cities.
financial Associated Press: Kerry Research Center released a report that it is expected that the overall heat of the land market in 2022 will continue the trend of low operation at the end of 2021. Under the guidance of the policy of “implementing policies for cities”, some cities will moderately relax some regulation, but the overall tight real estate policy is still the general trend, and developers will be more cautious in acquiring land in 2022. According to the data of Kerui Research Center, in December 2021, the transaction construction area of operational land in the national land market increased to 46.19 million square meters, with a sharp increase of 138% month on month and a slight decrease of 3% year-on-year.
international information
financial Associated Press: liontown Resources Ltd, an Australian lithium miner, said on Wednesday that the company had signed a binding off purchase agreement with LG energy solutions, a Korean battery manufacturer. The term of the offtake agreement is 5 years, which is expected to start in 2024 and can be extended for another 5 years. Lges will purchase 100000 dry tons of spodumene concentrate from the Kathleen Valley Project in liontown in the first year and increase to 150000 dry tons per year in subsequent years.
interface news: German economy minister habek said that Germany will need to increase immigration to prevent serious manpower shortage from undermining productivity and endangering the successful transformation of energy. Germany, Europe’s largest economy, is facing a demographic crisis. The German Economic Institute estimates that the German labor force will shrink by more than 300000 this year because the number of retirees at an advanced age exceeds the number of young people entering the labor market. It is expected that this gap will expand to more than 650000 in 2029, and the cumulative shortage of working age population will be about 5 million by 2030. Despite the covid-19 epidemic, Germany’s employed population increased to nearly 45 million in 2021.
futures market
China Futures: China commodity futures closed mostly higher, with the main contracts of Shanghai tin rising by more than 4%, Shanghai nickel, coking coal, starch and iron ore rising by more than 3%, and glass, plastics, crude oil and styrene rising by more than 2%. LPG, wire board and apple fell by more than 1%.
International Futures: the February gold futures price, the most actively traded in the gold futures market of the New York Mercantile Exchange, rose by US $8.8 on the 12th compared with the previous trading day to close at US $1827.3 per ounce, or 0.48%.
overseas index
U.S. stock market: the three major U.S. stock indexes closed up slightly, with the Dow index up 0.12%, the NASDAQ index up 0.23% and the S & P 500 index up 0.28%. Popular Chinese concept stocks strengthened, tal rose more than 8%, and Weilai rose more than 5%.
European stock market: London stock market financial times 100 stock average price index 12 closed at 7551.72, up 60.35 points or 0.81% from the previous trading day. France Paris Stock Market CAC40 index closed at 7237.19, up 53.81 points or 0.75% over the previous trading day; Germany’s Frankfurt DAX index closed at 16010.32, up 68.51 points or 0.43% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed up 2.02% to 28793.5 points. South Korea’s Kospi index closed up 45.1 points, or 1.54%, at 2972.48.
