This morning, two big news were released: one was the announcement of China's economic data in 2021, and the other was the central bank's interest rate cut!
Subsequently, A-Shares rose across the board, and the three major indexes closed red one after another. The growth enterprise market index rose by more than 1.5% and Contemporary Amperex Technology Co.Limited(300750) rose by nearly 5%. The software sector set off a wave of limit trading, and the index soared by more than 5%.
The net purchase of northbound funds exceeded 3 billion yuan.
the central bank cut interest rates
down adjust MLF, reverse repo interest rate by 10 basis points
The central bank cut interest rates.
On January 17, the central bank announced that in order to maintain the reasonable and abundant liquidity of the banking system, it carried out RMB 700 billion one-year MLF operation and RMB 100 billion seven-day open market reverse repurchase operation on January 17. The bid winning interest rates were 2.85% and 2.10% respectively, and the bid winning interest rates decreased by 10 basis points.
It is reported that the range and intensity of interest rate cuts exceeded market expectations. The data show that 50 billion yuan of reverse repo will expire in the central bank's open market next week, and 10 billion yuan will expire from Monday to Friday; In addition, another 500 billion yuan of MLF will expire next Monday.
GDP exceeds 114 trillion yuan in 2021
year on year growth of 8.1%
According to the data of the National Bureau of statistics, according to preliminary accounting, China's GDP in 2021 was 114367 billion yuan, an increase of 8.1% over the previous year and an average increase of 5.1% in the two years at constant prices. In terms of quarters, it increased by 18.3% year-on-year in the first quarter, 7.9% in the second quarter, 4.9% in the third quarter and 4.0% in the fourth quarter.
First, grain output reached a new high and animal husbandry production increased steadily
The total grain output of the whole country was 68.285 million tons, an increase of 13.36 million tons or 2.0% over the previous year. Among them, the output of summer grain was 145.96 million tons, an increase of 2.2%; The output of early rice was 28.02 million tons, an increase of 2.7%; The output of autumn grain was 508.88 million tons, an increase of 1.9%. In terms of varieties, the output of rice was 212.84 million tons, an increase of 0.5%; Wheat output was 136.95 million tons, an increase of 2.0%; Corn output was 272.55 million tons, an increase of 4.6%; Soybean output was 16.4 million tons, down 16.4%. The annual output of pig, cattle, sheep and poultry meat was 88.87 million tons, an increase of 16.3% over the previous year; Among them, the output of pork was 52.96 million tons, an increase of 28.8%; Beef output was 6.98 million tons, an increase of 3.7%; The output of mutton was 5.14 million tons, an increase of 4.4%; The output of poultry meat was 23.8 million tons, an increase of 0.8%. Milk output was 36.83 million tons, an increase of 7.1%; The output of poultry eggs was 34.09 million tons, down 1.7%. At the end of 2021, the number of live pigs and fertile sows increased by 10.5% and 4.0% respectively over the end of the previous year.
Second, industrial production continued to develop, and high-tech manufacturing and equipment manufacturing grew rapidly
In the whole year, the added value of industries above designated size increased by 9.6% over the previous year, with an average growth of 6.1% in the two years. In terms of three categories, the added value of mining industry increased by 5.3%, manufacturing industry increased by 9.8%, and power, heat, gas and water production and supply industry increased by 11.4%. The added value of high-tech manufacturing and equipment manufacturing increased by 18.2% and 12.9% respectively, 8.6 and 3.3 percentage points faster than that of industries above designated size.
By product, the output of new energy vehicles, industrial Siasun Robot&Automation Co.Ltd(300024) , integrated circuits and microcomputer equipment increased by 145.6%, 44.9%, 33.3% and 22.3% respectively.
In terms of economic types, the added value of state-owned holding enterprises increased by 8.0%; The number of joint-stock enterprises increased by 9.8%, and the number of foreign-invested enterprises and enterprises invested by Hong Kong, Macao and Taiwan increased by 8.9%; Private enterprises increased by 10.2%. In December, the added value of industries above designated size increased by 4.3% year-on-year and 0.42% month on month. The manufacturing purchasing managers' index was 50.3%, up 0.2 percentage points from the previous month. In 2021, the utilization rate of national industrial capacity was 77.5%, an increase of 3.0 percentage points over the previous year.
From January to November, industrial enterprises above Designated Size achieved a total profit of 7975 billion yuan, a year-on-year increase of 38.0% and an average increase of 18.9% in the two years. The profit margin of operating income of Industrial Enterprises above designated size was 6.98%, an increase of 0.9 percentage points year-on-year.
Third, the service industry continued to recover, and the modern service industry grew well
The tertiary industry grew rapidly throughout the year. By industry, the added value of information transmission, software and information technology services, accommodation and catering, transportation, warehousing and postal services increased by 17.2%, 14.5% and 12.1% respectively over the previous year, maintaining a restorative growth. In the whole year, the national service industry production index increased by 13.1% over the previous year, with an average growth of 6.0% in the two years. In December, the service industry production index increased by 3.0% year-on-year. From January to November, the operating revenue of service enterprises above designated size increased by 20.7% year-on-year, with an average increase of 10.8% in the two years. In December, the business activity index of the service industry was 52.0%, an increase of 0.9 percentage points over the previous month. Among them, the business activity index of telecommunications, radio and television and satellite transmission services, monetary and financial services, capital market services and other industries remained in a high boom range of more than 60.0%.
Fourth, the market sales scale was expanded, and the sales of basic living and upgrading commodities increased rapidly
The total retail sales of social consumer goods in the whole year was 44082.3 billion yuan, an increase of 12.5% over the previous year; The average growth rate in the two years was 3.9%. According to the location of business units, the retail sales of urban consumer goods reached 38155.8 billion yuan, an increase of 12.5%; The retail sales of rural consumer goods reached 5926.5 billion yuan, an increase of 12.1%. By type of consumption, retail sales of goods reached 39392.8 billion yuan, an increase of 11.8%; Catering revenue was 4689.5 billion yuan, an increase of 18.6%. The growth of basic living consumption was good, and the retail sales of beverage, grain, oil and food commodities of units above the quota increased by 20.4% and 10.8% respectively over the previous year. The upgrading consumer demand continued to release, and the retail sales of gold, silver, jewelry and cultural office supplies of units above the quota increased by 29.8% and 18.8% respectively. In December, the total retail sales of social consumer goods increased by 1.7% year-on-year and decreased by 0.18% month on month. In the whole year, the national online retail sales reached 13088.4 billion yuan, an increase of 14.1% over the previous year. Among them, the online retail sales of physical goods were 10804.2 billion yuan, an increase of 12.0%, accounting for 24.5% of the total retail sales of social consumer goods.
V. investment in fixed assets maintained growth, and investment in manufacturing and high-tech industries increased well
In the whole year, the national fixed asset investment (excluding farmers) was 54454.7 billion yuan, an increase of 4.9% over the previous year; The average growth rate in the two years was 3.9%. By area, infrastructure investment increased by 0.4%, manufacturing investment increased by 13.5%, and real estate development investment increased by 4.4%. The sales area of commercial housing in China was 1794.33 million square meters, an increase of 1.9%; The sales volume of commercial housing was 18193 billion yuan, an increase of 4.8%.
By industry, the investment in the primary industry increased by 9.1%, the investment in the secondary industry increased by 11.3%, and the investment in the tertiary industry increased by 2.1%. Private investment was 30765.9 billion yuan, an increase of 7.0%, accounting for 56.5% of the total investment. Investment in high-tech industries increased by 17.1%, 12.2 percentage points faster than the total investment. Among them, investment in high-tech manufacturing and high-tech services increased by 22.2% and 7.9% respectively. In the high-tech manufacturing industry, the investment in electronic and communication equipment manufacturing, computer and office equipment manufacturing increased by 25.8% and 21.1% respectively; In the high-tech service industry, the investment in e-commerce service industry and scientific and technological achievement transformation service industry increased by 60.3% and 16.0% respectively. Investment in the social sector increased by 10.7% over the previous year, of which investment in health and education increased by 24.5% and 11.7% respectively. In December, fixed asset investment increased by 0.22% month on month.
Vi. rapid growth of goods import and export and continuous optimization of trade structure
The total import and export volume of goods in the whole year was 39100.9 billion yuan, an increase of 21.4% over the previous year. Among them, the export was 21734.8 billion yuan, an increase of 21.2%; Imports totaled 17366.1 billion yuan, an increase of 21.5%. Imports and exports offset each other, with a trade surplus of 4368.7 billion yuan. The import and export of general trade increased by 24.7%, accounting for 61.6% of the total import and export, an increase of 1.6 percentage points over the previous year. The import and export of private enterprises increased by 26.7%, accounting for 48.6% of the total import and export, an increase of 2 percentage points over the previous year. In December, the total import and export of goods was 3750.8 billion yuan, a year-on-year increase of 16.7%. Among them, the export was 2177.7 billion yuan, an increase of 17.3%; Imports reached 1.573 trillion yuan, an increase of 16.0%. Imports and exports offset each other, with a trade surplus of 604.7 billion yuan.
7. Consumer prices rose moderately, while industrial producer prices fell from a high level
The annual consumer price (CPI) rose by 0.9% over the previous year. Among them, urban rose by 1.0% and rural rose by 0.7%. By category, the prices of food, tobacco and alcohol decreased by 0.3%, clothing increased by 0.3%, housing increased by 0.8%, daily necessities and services increased by 0.4%, transportation and communication increased by 4.1%, education, culture and entertainment increased by 1.9%, medical care increased by 0.4%, and other supplies and services decreased by 1.3%. Among the prices of food, tobacco and alcohol, the price of grain increased by 1.1%, the price of fresh vegetables increased by 5.6%, and the price of pork decreased by 30.3%. Core CPI excluding food and energy prices rose 0.8%. In December, consumer prices rose by 1.5% year-on-year, down 0.8 percentage points from the previous month and down 0.3% month on month. In the whole year, the ex factory price of industrial producers increased by 8.1% over the previous year, increased by 10.3% year-on-year in December, decreased by 2.6 percentage points over the previous month, and decreased by 1.2% month on month. In the whole year, the purchase price of industrial producers increased by 11.0% over the previous year, increased by 14.2% year-on-year in December, and decreased by 1.3% month on month.
VIII. The employment situation is generally stable, and the urban survey unemployment rate has decreased
Throughout the year, 12.69 million new urban jobs were created, an increase of 830000 over the previous year. The average unemployment rate in the national urban survey was 5.1%, down 0.5 percentage points from the average value of the previous year.
9. The annual per capita disposable income of residents nationwide was 35128 yuan, and the per capita income ratio of urban and rural residents narrowed
Throughout the year, the per capita disposable income of residents in China was 35128 yuan, a nominal increase of 9.1% over the previous year and an average nominal increase of 6.9% in the two years; Excluding price factors, the real growth was 8.1%, with an average growth of 5.1% over the two years, basically in line with economic growth. By permanent residence, the per capita disposable income of urban residents was 47412 yuan, a nominal increase of 8.2% over the previous year, and a real increase of 7.1% after deducting price factors; Rural residents were 18931 yuan, a nominal increase of 10.5% over the previous year, and a real increase of 9.7% after deducting price factors. The ratio of per capita disposable income of urban and rural residents was 2.50, a decrease of 0.06 over the previous year. The median per capita disposable income of residents in China was 29975 yuan, an increase of 8.8% in nominal terms over the previous year. According to the five equal income groups of national residents, the per capita disposable income of the low-income group is 8333 yuan, the lower middle income group is 18446 yuan, the middle income group is 29053 yuan, the upper middle income group is 44949 yuan, and the high-income group is 85836 yuan. In the whole year, the per capita consumption expenditure of residents in China was 24100 yuan, a nominal increase of 13.6% over the previous year and an average nominal increase of 5.7% in the two years; Excluding price factors, the real growth was 12.6%, with an average growth of 4.0% in the two years.
10. The annual birth population was 10.62 million, an increase of 480000 to 1412.6 billion
National Bureau of Statistics
According to the website information, the national population (including the population of 31 provinces, autonomous regions and municipalities directly under the central government and active servicemen, excluding Hong Kong, Macao and Taiwan residents and foreigners living in 31 provinces, autonomous regions and municipalities directly under the central government) was 1412.6 million at the end of 2021, an increase of 480000 over the end of the previous year.
There are several key data:
The annual birth population of was 10.62 million, and the birth rate of was 7.52 ‰
The annual birth population was 10.62 million, and the birth rate was 7.52 ‰; The dead population is 10.14 million, and the population mortality rate is 7.18 ‰; The natural population growth rate is 0.34 ‰.
33.62 million more men than women
In terms of gender composition, the male population is 723.11 million and the female population is 689.49 million. The gender ratio of the total population is 104.88 (100 for women). That is, the male population is 33.62 million more than the female population.
the proportion of people over 60 years old is 18.9%
In terms of age composition, the working age population aged 16-59 is 88.22 million, accounting for 62.5% of the national population; There are 267.36 million people aged 60 and above, accounting for 18.9% of the national population, including 200.56 million people aged 65 and above, accounting for 14.2% of the national population.
In terms of urban and rural composition, the urban permanent resident population was 914.25 million, an increase of 12.05 million over the end of the previous year; The rural resident population was 498.35 million, a decrease of 11.57 million; The proportion of urban population in the national population (urbanization rate) was 64.72%, an increase of 0.83 percentage points over the end of last year. The population separated from households (i.e. the population whose residence and registered residence are not in the same Township street and who have left the registered residence for more than half a year) was 504.29 million, an increase of 11.53 million over the previous year; Among them, the floating population was 384.67 million, an increase of 8.85 million over the previous year.
Ning Jizhe, director of the National Bureau of statistics, said at the press conference on the operation of the national economy in 2021 held by the Information Office of the State Council on the 17th that China's economic growth will be internationally leading and its economic strength will be significantly enhanced in 2021.
Ning Jizhe said that in 2021, China's GDP increased by 8.1% over the previous year, and its economic growth rate was among the top among the world's major economies; The total economic output reached 114.4 trillion yuan, exceeding 110 trillion yuan. Converted at the annual average exchange rate, it reached US $17.7 trillion, ranking second in the world, accounting for more than 18% of the global economy. China's per capita GDP is 80976 yuan, converted at the annual average exchange rate, reaching US $12551, breaking through US $12000 .
At the end of the year, the balance of foreign exchange reserves was 3250.2 billion US dollars, ranking first in the world.
gem rose more than 1.5%
Contemporary Amperex Technology Co.Limited(300750) rose nearly 5%
This morning, the gem index rose all the way, closing up 1.56%. Contemporary Amperex Technology Co.Limited(300750) rose 4.73% to recover the 600 level.
Ning portfolio rose by more than 2%.
Beijing Roborock Technology Co.Ltd(688169) rose 10% and Byd Company Limited(002594) followed up by more than 5.5%.
software stocks set off a trading tide
In early trading today, several hot sectors of A-Shares rose sharply.
Among them, the software sector led the increase, and the index rose by more than 5.49%.
In terms of individual stocks, it has set off a wave of limit trading. According to the reporter's incomplete statistics, more than 20 shares rose by the limit.
The number of people listed on the Beijing stock exchange rose by 30%, Beijing Certificate Authority Co.Ltd(300579) , Beijing Haitian Ruisheng Science Technology Ltd(688787) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Beijing Egova Co.Ltd(300075) , Xindian software, Beijing Advanced Digital Technology Co.Ltd(300541) all increased by 20%, and Inspur Software Co.Ltd(600756) , Northking Information Technology Co.Ltd(002987) , Ygsoft Inc(002063) were also closed.
In addition, the concept of digital currency soared by nearly 7%.
cultural media and automobile sector
also collective boiling
On January 17, the cultural media sector welcomed the warm wind again. The national development and Reform Commission encouraged the limited time and low-cost film screening on the online video platform during the Spring Festival, and the index rose by more than 2.6%. Chengdu B-Ray Media Co.Ltd(600880) , Inly Media Co.Ltd(603598) , Zhewen Interactive Group Co.Ltd(600986) limit, Zhejiang Talent Television & Film Co.Ltd(300426) , Bluefocus Intelligent Communications Group Co.Ltd(300058) etc. rose sharply.
Except for Contemporary Amperex Technology Co.Limited(300750) , the whole automobile sector is hot. The index rose 2.6%.
brokerage and coal sector recovery
The brokerage index rose more than 1.3%.
Among them, Citic Securities Company Limited(600030) led the rise, with an increase of more than 4%; China stock market news followed, Gf Securities Co.Ltd(000776) , China Securities Co.Ltd(601066) and so on.
The coal index also rose more than 1.25%.
Many stocks in the sector warmed up.
Andon Health Co.Ltd(002432) increase the limit by degrees
soared by 1300% in more than two months
On January 14, Andon Health Co.Ltd(002432) raised the limit again. So far, it has closed five limit sectors in a row. The latest share price is 82.81 yuan per share, with a market value of 39.6 billion yuan.
It is worth noting that the share price of Andon Health Co.Ltd(002432) has increased by more than 1300% in more than two months.
Earlier, Andon Health Co.Ltd(002432) just announced a bad news: its subsidiary ihealth labs Inc. (hereinafter referred to as "U.S. subsidiary") issued an order of 8.1 billion yuan with the U.S. side, and immediately released the buyer's risk of this order after hours, that is, the U.S. government has the right to terminate the contract at any time due to its own factors.
However, before the opening today, Andon Health Co.Ltd(002432) released good news again. In January 16th, the company announced the rapid detection of New Coronavirus antigen by the US subsidiary, Grandpa POC (EUA), and received the authorization letter from the US Food and Drug Administration (FDA) to the US subsidiary.
st Guoyi directly fell by the limit at the opening
Xi'An International Medical Investment Company Limited(000516) after suffering from St, it directly fell to the limit at the opening today. The latest share price is 7.95 yuan per share, with a market value of 18.1 billion yuan.
So far, since January 5, it has fallen nearly 30% in nine trading days.
On January 13, Xi'An International Medical Investment Company Limited(000516) was warned of other risks by the exchange. The trading of the stock will be suspended for one day from the opening of the market on January 14, 2022 and resumed from the opening of the market on January 17, 2022. The abbreviation of the company's stock will be changed from " Xi'An International Medical Investment Company Limited(000516) " to "St national medicine".
Not only that, on the day of suspension (January 14), Xi'An International Medical Investment Company Limited(000516) was collectively "compensated" by fund companies, including BOC, GF, CITIC Prudential, Golden Eagle Fund and other fund companies, which lowered the valuation of Xi'An International Medical Investment Company Limited(000516) held by their funds to a minimum of 7.11 yuan. Compared with the closing price of 8.37 yuan on January 13, the closing price was reduced by 15.05%. Now, after the direct limit, it will take at least two limit to approach 7.11 yuan.
According to the third quarterly report of the fund, by the end of the third quarter, a total of 19 funds, including GF growth selection, BOC China selection, GF advantage growth, Huabao innovation selection and CNOOC high-quality growth, held Xi'An International Medical Investment Company Limited(000516) , a total of 88856200 shares, and the market value of positions at the end of the period exceeded 1 billion yuan. Among them, five funds including GF growth selection, ICBC Credit Suisse Frontier Medical, GF Jufeng, Huabao CSI medical ETF and BOC China selection ranked among the top ten circulating shareholders of Xi'An International Medical Investment Company Limited(000516) at the end of the third quarter.
