daily collection
China Central Television News: the second issue of Qiushi magazine published on January 16 will publish an important article Xi Jinping by the general secretary of the CPC Central Committee, the president of the state and the chairman of the Central Military Commission Xi Jinping to continuously strengthen, improve and expand China’s digital economy. The article points out that we should strengthen the key core technology research, speed up the construction of new infrastructure, promote the integrated development of digital economy and real economy, promote the development of digital industry in key fields, standardize the development of digital economy, improve the digital economy governance system, and actively participate in the international cooperation of digital economy.
first finance and Economics: ten departments including the Ministry of industry and information technology issued guidance on promoting the orderly transfer of manufacturing industry. The opinions meet the needs of the modernization of industrial chain and supply chain, and put forward three modes in combination with the actual situation of industrial transfer. First, promote the upstream and downstream docking cooperation mode of the industrial chain supply chain, and create a competitive industrial chain supply chain ecosystem. Second, innovate the inter regional industrial transfer cooperation mode, and support the eastern region to support the development of the central, Western and northeast regions through trusteeship and co construction. Third, explore the cross regional transfer and cooperation mode of scientific and technological achievements, and encourage the incubation and transformation of scientific and technological innovation achievements in the eastern region in the central, Western and northeast regions.
China Securities Journal: on January 14, in order to improve the supervision of important money market funds and protect the legitimate rights and interests of fund unitholders, the CSRC issued the Interim Provisions on the supervision of important money market funds (Draft for comments), clarifying the definition and evaluation of important money market funds, Additional regulatory requirements for important money market funds and risk prevention, control, supervision and management mechanisms. Insiders said that the introduction of the Interim Provisions does not mean that large-scale monetary funds are at risk, but “plan ahead” from the perspective of risk prevention and control, reflecting a certain forward-looking. The Interim Provisions will help improve the regulatory framework and promote the high-quality development of important money market funds and public funds.
financial Associated Press: on January 14, China Securities Regulatory Commission officially launched the reform of cash against delivery, soliciting opinions from the market on the proposed revised administrative measures for securities registration and settlement, and China Securities Depository and Clearing Co., Ltd. solicited opinions on the settlement rules and administrative measures for settlement reserves simultaneously. It is reported that this reform will keep the existing transaction settlement system and habits of investors basically unchanged and will have no impact on the majority of individual investors. The reform is conducive to enhancing the security of the settlement system and further attracting foreign funds to enter the Chinese market.
macroeconomic
China Banking and Insurance Regulatory Commission: China Banking and Insurance Regulatory Commission issued the notice on carrying out special inspection on related party transactions in the use of insurance funds, and decided to organize relevant banking and insurance regulatory bureaus nationwide to carry out special inspection on related party transactions in the use of insurance funds in 2022. The notice specifies that the special inspection focuses on financial holding or invisible financial holding platforms with capital operation as the main business, as well as small and medium-sized insurance institutions with diversified development and radical expansion of industrial capital as shareholders. The focus of this special inspection includes four aspects: related party transaction system and mechanism, related party transaction information disclosure, related party transaction review, fund utilization related party transaction behavior, etc.
interface news: it was learned from a person close to the state grid that on January 13, the State Grid held an annual working meeting and planned to invest 501.2 billion yuan in the power grid in 2022. This is the first time that the company’s annual power grid investment plan exceeded 500 billion yuan, a record high, with a year-on-year increase of 8.84%.
website of the national development and Reform Commission: the national development and Reform Commission issued the notice on doing a good job in promoting consumption in the near future. The notice puts forward 10 measures: first, take measures to meet residents’ festival consumption needs according to local conditions; second, create an upgraded version of online festival consumption; third, effectively expand county rural consumption; fourth, take advantage of the trend to expand residents’ ice and snow consumption; fifth, vigorously improve the supply of cultural, tourism and leisure services; sixth, further stimulate the new vitality of smart retail, The seventh is to actively develop green consumption, the eighth is to promote the healthy development of housing consumption, the ninth is to implement the relief policies for small, medium-sized and micro enterprises, and the tenth is to make every effort to ensure the basic living consumption of people in need and other groups.
Economic Daily: the 14th Five Year Plan period is the first five years for China to embark on a new journey of building a socialist modern country in an all-round way and march towards the second Centennial goal. It is also a crucial period for China to accelerate the green and low-carbon transformation of energy and implement the goal of national independent contribution to addressing climate change. China’s renewable energy has entered a new stage of development. The Party group of the National Energy Administration earnestly studies and implements the spirit of the series of important speeches by the general secretary of Xi Jinping on carbon peak and carbon neutralization, deeply implements the new energy security strategy, unswervingly promotes the high-quality leap forward development of renewable energy, and provides a strong guarantee for building a clean, low-carbon, safe and efficient energy system and realizing the goal of carbon peak and carbon neutralization.
industry dynamics
China Securities News: a Contemporary Amperex Technology Co.Limited(300750) evogo power exchange brand press conference will be held at 15:30 on January 18. The reporter learned from insiders that the power exchange will be for all car enterprises. The agency estimates that by 2025, the number of new power exchange stations in China will reach more than 9000, and the demand for new power exchange equipment in China will reach 12 billion yuan.
Shanghai Securities News: at the beginning of 2022, meat duck prices in many regions continued the downturn trend in the second half of 2021 and continued to decline. Industry insiders believe that the price of meat duck has decreased significantly due to the overall supply and demand environment, market sentiment and other factors. On the one hand, the number of meat duck breeding has maintained a growth momentum in recent years, and the supply is relatively loose; On the other hand, consumer demand has decreased, and the imbalance between supply and demand has further intensified.
financial Associated Press: according to media reports, from March this year, Huawei will sell large battery systems for renewable energy storage in Japan through battery manufacturers including Contemporary Amperex Technology Co.Limited(300750) . Huawei combines small battery packs into container sized units and sells them to customers in Japan. The capacity can be adjusted according to the actual application demand to meet the power demand of Japan in the transition period from fossil fuels to renewable energy.
China Central Television News: China Cssc Holdings Limited(600150) the industry association announced the annual operation data of the shipbuilding industry in 2021 on the 16th. According to the data, in 2021, China continued to rank first in the world in the three major indicators of shipbuilding industry, and achieved a good start in the 14th five year plan. In this newly released report card, shipbuilding completion, new orders and hand-held orders China Cssc Holdings Limited(600150) enterprises account for about 50% of the world’s total respectively, and continue to rank first in the world.
stock market focus
daily economic news: as of the closing on January 14, Aojie technology fell 33.75% to 109 yuan / share, with a single signing loss of 28000 yuan. As of the 14th, a total of 11 new shares had been listed (excluding the Beijing stock exchange). In addition to Aojie technology listed on the 14th, Xinghui environmental materials, Tianyue advanced, Weike technology, Yahong medicine and Guoxin Technology (intraday) all broke, and the breaking rate has exceeded half, reaching 54.55%. After the myth of making new shares without losing is broken, investors need to pay more attention to the quality of the enterprise, sort out the correct concept of value investment, make price judgment after comprehensive and in-depth research on the company, try to avoid short-term speculation and control capital risk at the same time. In addition, China Securities Co.Ltd(601066) suggests that investors give reasonable valuations to unprofitable biomedical enterprises and companies with over priced but weak substantive scientific and technological attributes, or even withdraw from the offer.
One belt, one road, China Securities Daily: 15 days on 1, the State Administration of traditional Chinese Medicine released the plan of promoting the integration of Chinese medicine into the “one belt and one road” development plan (2021-2025 years). Brokers believe that, on the whole, the traditional Chinese medicine industry has a trend of policy encouragement, good performance and upward prosperity, which may become a good sector for the scarcity of pharmaceutical products in 2022. In the medium and long term, we are optimistic about enterprises with consumption attributes, pricing power and formula particle integration.
China business network: in the view of institutions, the recent continuous adjustment of the A-share market is mainly due to the fact that the beginning of the year coincides with the node of institutional configuration adjustment, the superposition of market liquidity expectations has changed, and the market structure has begun to switch from overvalued value to undervalued value. However, the market still has certain expectations for the “restless spring” market. Meanwhile, looking at the whole year, foreign investors are generally optimistic about investment opportunities in China’s capital market. Fidelity International expects that monetary policy will remain relatively loose and independent in 2022, China’s stock and bond markets will remain attractive worldwide, and foreign positions will continue to rise.
Securities Times: China Securities Co.Ltd(601066) the strategy believes that in terms of internal environment, there has been marginal improvement in liquidity recently. Next Monday, 500 billion MLF will expire. We are concerned about the possibility of renewing the interest rate cut. Credit easing and structural monetary policy are worth looking forward to. In the two weeks since this year, the cumulative net inflow of northbound funds has exceeded 13 billion, of which the allocation type has reached 11.4 billion, and the net inflow has been into the new energy sector for nine consecutive trading days. At present, the proportion of turnover of popular tracks has dropped significantly. The continuous verification of the high prosperity of the sector by superimposing the performance forecast is accumulating strength to regain the rise.
Subscription of new shares: Jingke energy and adopted shares
new debt subscription: none
IPO: Bank of Lanzhou, Jiayuan technology and Deshi Co., Ltd
new bond listing: none
company news
Chengdu Wintrue Holding Co.Ltd(002539) : it is proposed to invest 2.15 billion yuan in the construction of green chemical recycling industrial park project
Henan Shuanghui Investment & Development Co.Ltd(000895) : signed a strategic cooperation agreement with Jiangxi Zhengbang Technology Co.Ltd(002157)
Jiangsu Wuzhong Pharmaceutical Development Co.Ltd(600200) : plans to invest in the construction of phase I project of Jiangsu Wuzhong Pharmaceutical Development Co.Ltd(600200) Pharmaceutical Group R & D and industrialization base
Tangrenshen Group Co.Ltd(002567) : the shareholder Caixin asset management plans to transfer 6.13% of the shares to Caixin Jingxin
* ST Xinyi: the actual controller receives the filing notice
Ping An Insurance (Group) Company Of China Ltd(601318) : in 2021, the premium income of original insurance contracts totaled 760.3 billion yuan
China Tourism Group Duty Free Corporation Limited(601888) : it is estimated that the net profit in 2021 will increase by 54% to 66% year-on-year
Bestsun Energy Co.Ltd(600681) : shareholder Cao Fei plans to reduce his shareholding by no more than 6.88%
Zijin Mining Group Company Limited(601899) : it is estimated that the net profit in 2021 will be about 15.6 billion yuan, with a year-on-year increase of about 140%
Aba Chemicals Corporation(300261) : abnormal fluctuations in stock trading, suspension verification.
Sunway Co.Ltd(603333) : it is proposed to invest in the first phase of 40000 ton project of 200000 ton / a power energy storage battery cathode material integration project
Hebei Sinopack Electronic Technology Co.Ltd(003031) : it is planned to purchase stocks such as RF chip business of gallium nitride communication base station
Zhejiang Talent Television & Film Co.Ltd(300426) : set up a wholly-owned subsidiary to provide star live training services
Guoguang Electric Company Limited(002045) : jointly invested in the establishment of Guangzhou zhidu universe Technology Co., Ltd.
data list
Shanghai and Shenzhen Stock Markets: on January 14, the trend of the three major A-share indexes was divided. As of the close, the Shanghai index fell 0.96%, the Shenzhen Component Index rose 0.09% and the gem index rose 1.18%. On the disk, covid-19 detection, medical devices, NMN concept, traditional Chinese medicine, glyphosate and other sectors led the increase; Coal mining and processing, oil and gas mining and services, scenic spots and tourism, port and shipping, securities, real estate and other sectors led the decline. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the 11th consecutive trading day.
Hong Kong stocks: Hong Kong Hang Seng Index closed down 0.19%, up 3.8% this week; Hang Seng technology index fell 0.48%, and auto stocks rose. Evergrande auto rose about 10%, ideal auto rose more than 4%, Xiaopeng auto rose about 2%, shares of Byd Company Limited(002594) rose more than 1%, and Guangzhou Automobile Group Co.Ltd(601238) rose nearly 1%.
Shanghai Shenzhen Hong Kong stock connect: on January 14, the North bought 282 million yuan, including 754 million yuan sold by Shanghai Stock connect and 1.035 billion yuan bought by Shenzhen Stock connect. Among the top ten traded stocks, Gotion High-Tech Co.Ltd(002074) , Shenzhen Dynanonic Co.Ltd(300769) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) were among the top three, with net purchases of 399 million yuan, 367 million yuan and 335 million yuan respectively. The net sales of Citic Securities Company Limited(600030) , Aier Eye Hospital Group Co.Ltd(300015) , Contemporary Amperex Technology Co.Limited(300750) ranked among the top three, with net sales of 753 million yuan, 378 million yuan and 354 million yuan respectively.
dragon tiger list: on January 14, among the stocks on the list, the largest net capital inflow was Aba Chemicals Corporation(300261) , with a net inflow of 205 million yuan in the three days. Data show that the stock rose by 20cm within the day, up 40.53% in the past three days. Societe Generale Shaanxi Branch, the top net inflow of funds, bought 163 million yuan on the third day. A total of 31 stocks were involved in the institutional participation list, of which 16 were net bought by the institution, Bethel Automotive Safety Systems Co.Ltd(603596) was the most bought, with a net purchase of RMB 115 million in three days. In addition, 15 shares were net sold by institutions, Zhejiang Jianfeng Group Co.Ltd(600668) was the most sold, with a net sales of 206 million yuan in the three days.
margin trading : as of January 13, the balance of two financial transactions in Shanghai and Shenzhen was 1814.775 billion yuan, a decrease of 2.368 billion yuan compared with the previous trading day. Among them, the financing balance was 1705.246 billion yuan, a decrease of 546 million yuan compared with the previous trading day; The balance of securities lending was 109.529 billion yuan, a decrease of 1.822 billion yuan compared with the previous trading day.
Shibor : Shibor reported 2.2090% overnight, down 0.9 basis points; Shibor reported 2.2130% in 7 days, up 1.1 basis points; Shibor reported 2.5000% in three months, unchanged from the previous day.
foreign exchange
On January 14, the central parity rate of RMB was reported at 6.3677, down 135 points, and the central parity rate of the previous trading day was reported at 6.3542. The onshore RMB closed at 6.3435 against the US dollar at 16:30 on January 14, up 163 points from the previous trading day.
property market observation
National Bureau of Statistics: in December 2021, the sales price of commercial housing in 70 large and medium-sized cities continued the downward trend since the fourth quarter, and the year-on-year increase decreased. It is estimated that in December, the sales price of newly-built commercial houses in first tier cities decreased by 0.1% month on month. Among them, Beijing was flat month on month, Shanghai rose 0.4%, Guangzhou and Shenzhen decreased 0.6% and 0.1% respectively. The sales price of second-hand houses in first tier cities increased by 0.1% month on month from a decrease of 0.2% last month.
China Securities Journal: approaching the lunar new year, big cities will face a wave of “rent withdrawal tide” because some migrant workers return home, but the current rental market in Shenzhen seems to be colder than in previous years. Tenants are hard to find, the vacancy time of houses is prolonged, and landlords take the initiative to reduce prices, which has become a true portrayal of the rental market in Shenzhen this winter. According to the monitoring of Shenzhen Zhongyuan Research Center, the house rent in Shenzhen showed a downward trend in 2021. The average rent price in 2021 was about 72 yuan / m2, a year-on-year decrease of 5.5%.
China News Network: the lending in Beijing and Shanghai has accelerated, the interest rate in Guangzhou and Shenzhen has been reduced, and the warm wind of the improvement of the housing credit environment has also blown to the relatively strong first tier cities. Data show that since October 2021, the volume of second-hand housing transactions in 50 cities has increased month on month for two consecutive months.
international information
Securities Times: according to Xinhua news agency, an undersea volcano in Tonga, a South The Pacific Securities Co.Ltd(601099) Island, erupted on the 14th and erupted again on the 15th. A tsunami was observed in the capital nukoalofa. Neighboring countries Fiji, Samoa and even New Zealand issued tsunami warnings, and even Japan, 10000 kilometers away, issued tsunami warnings. However, the latest news shows that the Japan Meteorological Agency lifted the warning at 2 p.m. local time on the 16th.
interface news: the initial value of China’s enterprise price index (2015 average of 100) in December 2021 released by the Bank of Japan on the 14th was 108.7, an increase of 8.5% over the same period last year. The annual index in 2021 was 105.1, an increase of 4.8% over the previous year, the largest increase since comparable data were available in 1981. The high price of crude oil and other raw materials and the rise in import prices accompanied by the depreciation of the yen have had an impact, and the index has remained at an all-time high. In terms of the annual index, the price increases of wood and wood products, petroleum, coal products, steel, copper, aluminum and other non-ferrous metals ranked first.
financial Associated Press: on Friday (January 14) Eastern time, according to informed sources, the Federal Trade Commission (FTC) and several states investigated the competitive behavior of oculus, a virtual reality headset technology equipment manufacturer of meta company (formerly Facebook). As part of the survey, FTC and several States led by New York have conducted a survey on external developers making oculus applications in recent months. Officials have been carefully studying how meta, the world’s largest social media company, may use its market power in virtual reality to curb competition, people familiar with the matter said.
futures market
China Futures: the closing trend of China commodity futures was divided. The main contract of red jujube rose by more than 5%, glass rose by more than 4%, methanol rose by more than 3%, ethylene glycol, soda ash, PTA, Shanghai nickel and PVC rose by more than 2%, and Shanghai aluminum, staple fiber, styrene, fuel oil and PP rose by more than 1%. Coke fell more than 3%, coking coal, iron ore and LPG fell more than 2%, and thermal coal, rapeseed meal and soybean meal fell more than 1%.
International Futures: on Friday, US Eastern time, international oil prices rose significantly. As of the closing, New York February crude oil futures closed up $1.70, or 2.07%, to $83.82/barrel, up 6.23% this week; Brent March crude oil futures closed up $1.59, or 1.88%, to $86.06 / barrel, up 5.27% this week. The international gold price fell. As of the close, the February gold futures price, the most active trading in the gold futures market of the New York Mercantile Exchange, fell $4.9 on the 14th compared with the previous trading day to close at $1816.5 per ounce, down 0.27%.
overseas index
U.S. stock market: on Friday, Eastern time, the three major indexes of U.S. stocks rose and fell, and the Dow fell more than 200 points. As of the close, the Dow fell 201.81 points, or 0.56%, to 35911.81; The NASDAQ rose 86.94 points to 14893.75 points, or 0.59%; The S & P 500 index rose 3.82 points, or 0.08%, to 4662.85.
European stock market: on Friday, European time, the main indexes of European stocks collectively closed down. As of the close, the 14 daily average price index of 100 stocks of the financial times in London stock market closed at 7542.95, down 20.90 points or 0.28% from the previous trading day; France Paris Stock Market CAC40 index closed at 7143.00, down 58.14 points or 0.81% from the previous trading day; Germany’s Frankfurt Stock Exchange DAX index closed at 15883.24, down 148.35 points or 0.93% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index fell 1.33% to 28111 points. South Korea’s Kospi index closed down 40.17 points, or 1.36%, at 2921.92.
