daily collection
21 Finance: 1 13, A share Baijiu plate fell 3.86%, the biggest decline since 2022. On the news, a quarterly view, which was allegedly issued from the head of the public, was widely circulated in the market. One of them was “a few high-end Baijiu” headed by Moutai is facing a rise in consumption tax. It is said that the documents have been approved. In response, Kweichow Moutai Co.Ltd(600519) the relevant person replied that the company has not received relevant information at present. Luzhou Laojiao Co.Ltd(000568) relevant people also said that they had not heard of this information. The investment researchers in the food and beverage industry of many buyers and sellers replied that they had not heard of the introduction of relevant documents.
Shanghai Securities News: quantitative private placement sources disclosed that in December 2021, some custodians received window guidance, and the subsequent private placement managers shall not withdraw the performance remuneration of the excess return in case of customers’ losses, and the shares held by customers cannot be in a loss state after the withdrawal is completed.
Shanghai Stock Exchange: in order to support Shaanxi, Henan and Tianjin in coping with the covid-19 epidemic and give full play to the function of the capital market in supporting the real economy to accelerate the recovery and development, Shanghai Stock Exchange has decided to reduce or exempt the fees for the following items: first, the initial listing fee and annual listing fee of listed companies registered in Shaanxi, Henan and Tianjin in 2022 will be exempted. 2、 The exchange instructs the subordinate SSE Information Network Co., Ltd. to waive the online voting service fee for the 2022 general meeting of shareholders of listed companies registered in Shaanxi Province, Henan Province and Tianjin.
macroeconomic
China Central Television: according to the data released by the Ministry of Commerce on the 13th, in 2021, China’s actual use of foreign capital exceeded 1.1 trillion yuan, another record high, and the scale and quality of foreign investment were improved.
Securities Times: the National Health Commission issued the national eye health plan for the 14th five year plan (2021-2025). The plan mentioned that by 2025, we will strive to achieve the following goals: the annual coverage of eye health care and visual examination for children aged 0-6 years will reach more than 90%, and the overall level of eye health of children and adolescents will continue to improve; The coverage of effective ametropia correction has been continuously improved, and the number of visual damage caused by high myopia has been gradually reduced; The national CSR has reached more than 3500, and the effective cataract surgery coverage has been continuously improved.
State Administration of market supervision: the State Administration of Market Supervision issued the opinions on promoting classified management of enterprise credit risk and further improving supervision efficiency. For Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) new business types and new models, enterprises should refer to the results of credit risk classification, explore and implement more scientific and effective supervision and effectively plug regulatory loopholes. Strive to fully implement the classified management of enterprise credit risk in the market supervision system in about three years, effectively realize the monitoring and early warning of enterprise credit risk, and strive to find, remind and dispose of risks early. For enterprises with high credit risk, targeted and strict regulatory measures should be taken to prevent potential risks from evolving into regional and industrial prominent problems.
financial Associated Press: the State Food and Drug Administration held a symposium on promoting the comprehensive revitalization of Northeast China, implemented the implementation plan of the 14th five year plan for the comprehensive revitalization of Northeast China and several measures of the State Food and drug administration to support the comprehensive revitalization of Northeast China, and deployed the work of promoting the comprehensive revitalization of Northeast China. The meeting stressed the need to earnestly implement the spirit of the leading group meeting of the State Council on revitalizing the northeast and other old industrial bases, and do a good job in the drug regulatory system to support the comprehensive revitalization of the northeast.
industry dynamics
financial Associated Press: according to Baichuan Fuying data, on January 13, the price of calcium pantothenate (vitamin B5) jumped, and the latest price directly rose to 230 yuan / kg from 162 yuan / kg yesterday, with a single day price jump of nearly 42%. Since new year’s day, the price of calcium pantothenate has increased by more than 70%. Compared with the low point of 75 yuan / kg in mid-2021, the latest price has increased by 207%.
21 finance and Economics: Alipay joint certification Global Fund, southern fund, China Europe wealth, Guangdong Development Fund, harvest capital, Caitong Securities Co.Ltd(601108) 6 agency launched heavy investment new product “golden selection” in January 4th this year has been stopped.
China Central Television finance and Economics: the reporter found that semi-finished product boxes, meal sharing new year’s Eve dinner, online shopping and direct delivery to home have become the new features of this year’s new year’s Eve dinner. Zhang zhanbao is a full-time door-to-door cook. He told reporters that more and more people began to accept chefs. Zhang zhanbao said that generally, the cost of their service is between 500 and 800 yuan, and the price of the new year may double. In addition to the chef’s door-to-door service, this year’s Prefabricated dishes are still the mainstream products in the new year’s Eve market. In a fresh supermarket, the reporter saw that many consumers are consulting the prefabricated dishes for new year’s Eve, and the packages range from 499 yuan to 1288 yuan.
China News Network: China Insurance Industry Association released four cloud computing related standards for the insurance industry in Beijing on the 13th. The association said that the formulation of the four standards is based on the actual landing needs of cloud computing, containers and micro services in the insurance industry, so as to better promote the cross-border integration of the insurance industry and cloud computing, scientifically and effectively standardize the cloud computing market in the insurance industry, and guide science and technology to support the development of insurance business.
stock market focus
Securities Times website: Citic Securities Company Limited(600030) announced that due to the implementation of A-share allotment, the company plans to allot A-share shares to all A-share shareholders of the company registered in zhongdeng company Shanghai branch according to the proportion of 1.5 shares per 10 shares after the closing of the Shanghai Stock Exchange as of the equity registration date (January 18, 2022). According to relevant regulations, the payment period of this A-share allotment is from January 19 to January 25, during which the trading of A-share of the company is suspended all day; January 26 is the online liquidation period of the registration company, and the trading of A-Shares of the company continues to be suspended for one day; The trading of A-Shares of the company will resume from January 27.
interface news: Ping An Bank Co.Ltd(000001) the annual performance express of 2021 was released on the evening of January 13. In 2021, the operating revenue was 169.383 billion yuan, a year-on-year increase of 10.3%, and the net profit was 36.336 billion yuan, a year-on-year increase of 25.6%.
financial Associated Press: on January 13, the chemical concept stock Xinghui environmental materials (n Xinghui) landed on the gem, with an issue price of 55.57 yuan, which fell below the issue price at the opening. As of the closing, the share price closed at 50.5 yuan, with a decrease of 9.12% on the first day of listing. Calculated by signing 500 shares, the loss on that day reached 2534 yuan.
A shares fell back day after day at the beginning of the year, the popular tracks in the early stage fell into adjustment, and the market sentiment also weakened greatly. Affected by this, the breaking rate of new shares rose sharply in January. As of January 13, a total of 11 stocks were listed, and 4 stocks broke, with a breaking rate of 36.36%.
first finance and Economics: Haitong Securities Company Limited(600837) pointed out that it is recommended to continue to light positions, seize opportunities, wait for the further stabilization signal of the market, do a good job in selling high and absorbing low, so as to remain unchanged and cope with changes. In specific sectors, the main line of the current market is unclear, and caution should be given priority to as a whole. From the perspective of CPI and PPI, the data both fell, which is conducive to loose liquidity, and the overall position of CPI is upward. Therefore, it is recommended to pay attention to the price rise direction in the middle and lower reaches. At the same time, pay attention to the relevant plates with smooth long-term logic and large short-term decline.
Subscription of new shares: Baihe shares
new debt subscription: none
IPO: Aojie Technology
listing of new bonds: Societe Generale convertible bonds
corporate news
Hongrun Construction Group Co.Ltd(002062) : intends to merge and integrate Ningbo Shanshan Co.Ltd(600884) photovoltaic new energy assets and businesses
* ST Jinzhou: the actual controller is suspected of violating laws and regulations by xinphi and is filed with the CSRC
Yanan Bicon Pharmaceutical Listed Company(002411) : the company’s shares may be subject to other risk warnings
Citic Securities Company Limited(600030) : due to the implementation of A-share allotment, the trading was suspended from January 19 to 26
Shanghai International Port (Group) Co.Ltd(600018) : plans to spin off the subsidiary Jinjiang shipping
Ping An Bank Co.Ltd(000001) : the net profit in 2021 was 36.336 billion yuan, with a year-on-year increase of 25.6%
Jiangsu Sopo Chemical Co.Ltd(600746) : the net profit in 2021 increased by 894.34% – 980.81% year-on-year
Shaanxi Heimao Coking Co.Ltd(601015) : the net profit in 2021 will increase by 673% – 724% year-on-year
Zhejiang Conba Pharmaceutical Co.Ltd(600572) : the net profit in 2021 is expected to increase by 325% – 375% year-on-year
Tsingtao Brewery Company Limited(600600) : the net profit in 2021 will increase by about 43% year-on-year
Shanghai Putailai New Energy Technology Co.Ltd(603659) : the net profit in 2021 will increase by 155% – 170% year-on-year
Iray Technology Company Limited(688301) : the proposed issuance of convertible bonds will raise no more than 1.435 billion yuan
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) : plan to repurchase the company’s shares with RMB 1 billion
data list
Shanghai and Shenzhen Stock Markets: on January 13, the three major A-share indexes opened high and went low. As of the close, the Shanghai index fell 1.17%, the Shenzhen composite index fell 1.96% and the gem index fell 1.71%. On the disk, the concept of prefabricated dishes continued to rise sharply, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 20% limit for two consecutive days; Hotels and catering, digital currency, coal mining and processing and other sectors led the increase; Saline Lake’s lithium extraction, cultivation of diamonds, Chinese medicine, PVDF concept, pharmaceutical business, Baijiu, rare earth permanent magnets and other plate top down. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for 10 consecutive trading days.
Hong Kong stocks: Hang Seng Index closed up 0.11%, Hang Seng technology index fell 1.75%, Ali health fell 7%, bilibilibili fell more than 5%, and JD group and Byd Company Limited(002594) electronics fell more than 3%. Rongchuang China fell more than 22%, after announcing that it planned to place 452 million placing shares at HK $10 per share, raising HK $4.52 billion.
Shanghai Shenzhen Hong Kong stock connect: on January 13, the north capital sold a net 585 million yuan, of which the Shanghai Stock connect bought a net 1.454 billion yuan and the Shenzhen Stock connect sold a net 2.04 billion yuan. Among the top ten traded stocks, Nari Technology Co.Ltd(600406) , Wuxi Apptec Co.Ltd(603259) , Yunnan Energy New Material Co.Ltd(002812) purchases ranked among the top three, with net purchases of 583 million yuan, 381 million yuan and 373 million yuan respectively. The net sales of Jiangsu Hengrui Medicine Co.Ltd(600276) , Aier Eye Hospital Group Co.Ltd(300015) , China Jushi Co.Ltd(600176) ranked among the top three, with net sales of 777 million yuan, 565 million yuan and 500 million yuan respectively.
dragon tiger list: on January 13, among the stocks on the list, the largest net capital inflow was Meisheng Cultural & Creative Corp.Ltd(002699) , which was 169 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 21.25% throughout the day. The net inflow of funds into the top Huaxin Shanghai Branch net purchase of 81.2697 million yuan. A total of 37 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, Shanghai Yaoji Technology Co.Ltd(002605) was the most bought, with a net inflow of 96.4647 million yuan in three days. In addition, 22 shares were sold by institutions, and Dongfang Electric Corporation Limited(600875) was sold the most, amounting to 217 million yuan.
margin trading : as of January 12, the balance of two financial transactions in Shanghai and Shenzhen was 1817.143 billion yuan, an increase of 2.929 billion yuan over the previous trading day. Among them, the financing balance was 1705.792 billion yuan, an increase of 2.188 billion yuan over the previous trading day; The balance of securities lending was 111.351 billion yuan, an increase of 741 million yuan over the previous trading day.
Shibor : Shibor reported 2.2180% overnight, up 24.6 basis points; Shibor reported 2.2020% in 7 days, up 10.4 basis points; Shibor reported 2.5000% in three months, unchanged from the previous day.
foreign exchange
On January 13, the central parity of RMB was reported at 6.3542, up 116 points, and the central parity of the previous trading day was reported at 6.3658. The onshore RMB closed at 6.3598 against the US dollar at 16:30, up 48 basis points from the previous trading day.
property market observation
financial Associated Press: Shenzhen China Resources City, known as the “strongest online red market”, is facing the same problem of de urbanization as other new markets in Shenzhen after the “new market” fades. The reporter learned that the project has recently launched national marketing for some 120 square meters of residential buildings in phase II of China Resources City Runxi. If the national broker recommends new customers to successfully subscribe, sign and online sign for the record, they will enjoy a pre tax reward of 5000 yuan / set. Xiaocai note: the first phase of Shenzhen China Resources City Runxi, which opened in November 2020, was publicly named by the state media because of the “10000 people robbing the house”.
financial Associated Press: as of January 12, 2022, there are 13 commercial residential and business apartment projects planned to enter the market in Shenzhen in the first quarter of 2022, and the estimated supply area is 718500 square meters, 7509 units, including 662400 square meters, 6565 units; 944 business apartments covering 56100 square meters.
international information
Xinhua News Agency: Li Keqiang pointed out that the regional comprehensive economic partnership agreement (RCEP) entered into force as scheduled at the beginning of this year, which will help promote the free flow of regional economic factors, promote the expansion and upgrading of trade and investment, and maintain the security and stability of the industrial chain and supply chain. China is willing to work with Vietnam and other RCEP Member States to promote the effective implementation of RCEP, promote a higher level of regional economic integration and better benefit the people of all countries in the region.
interface news: on January 11, Qian Zhimin, chairman and party secretary of the State Power Investment Corporation, met with Niu Wangdao, Argentine ambassador to China at the headquarters. The two sides exchanged in-depth views on issues such as China Arab Cooperation in nuclear energy, new energy and renewable energy. The two sides said that Chinese and Arab enterprises will carry out technology, investment and project cooperation and exchange in the fields of nuclear energy, new energy and renewable energy, jointly study nuclear energy, new energy and zero carbon energy technologies, and achieve mutually beneficial and win-win cooperation.
futures market
China Futures: China commodity futures closed up and down, with ferrosilicon main contracts up more than 3%, crude oil, ethylene glycol, international copper, Bank of Shanghai, methanol, starch, low sulfur fuel oil and Shanghai copper up more than 1%. LPG fell more than 3%, stainless steel, coke, urea, Shanghai aluminum and styrene fell more than 1%.
International Futures: on Thursday, US Eastern time, international oil prices fell. As of the close, February crude oil futures in New York closed down US $0.52, or 0.63%, at US $82.12/barrel; Brent March crude oil futures closed down US $0.20, or 0.23%, at US $84.47/barrel. The international gold price fell. 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 by US $5.9 to close at US $1821.4 per ounce, or 0.32%.
overseas index
U.S. stock market: on Thursday, Eastern time, the three major U.S. stock indexes fell across the board. As of the close, the Dow fell 176.70 points, or 0.49%, to 36113.62 points; The NASDAQ fell 381.58 points, or 2.51%, to 14806.81; The S & P 500 index fell 67.32 points, or 1.42%, to 4659.03.
European stock market: major European stock indexes rose and fell on Thursday, European time. As of the close, the UK FTSE 100 index closed at 7563.85, up 12.13 points or 0.16% over the previous trading day; France CAC40 index closed at 7201.14, down 36.05 points or 0.50% from the previous trading day; Germany DAX30 index closed at 16031.59, up 21.27 points or 0.13% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index fell 0.99% to 28481.5 points. South Korea’s Kospi index closed down 10.79 points, or 0.36%, at 2961.69.
