In early trading today, with the promotion of multiple positive factors, A-Shares rebounded across the board. The gem index rose by more than 1%, and the Kechuang 50 index once rose by more than 2%. The transactions between the two cities also showed a slight amplification trend.
On the disk, digital currency, covid-19 drug concept, Hongmeng concept, smart city and other sectors led the increase, while hotel catering, St, prefabricated dishes, nonferrous metals and other sectors led the decline. The net inflow of funds going north was 4.089 billion yuan.
It is worth noting that due to the recent spread of Omicron virus in various places, covid-19 detection and covid-19 drug concept continue to rise.
On January 17, Andon Health Co.Ltd(002432) (002432. SZ) opened again, trading at 82.81 yuan, the fifth consecutive day of trading, and the share price hit another record high. As of the time of publication, the market value had been close to 40 billion yuan.
At the same time, the covid-19 drug concept sector rose collectively, and several stocks in the sector rose by the limit or more than 10%.
On the news side, Andon Health Co.Ltd(002432) announced on the evening of the 16th that the subsidiary ihealth covid-19 antigen rapid detection POC professional kit product has obtained the FDA (U.S. Food and Drug Administration) EUA (emergency use authorization). The product must be tested by professional medical personnel or personnel skilled in using the kit in the scene of on-site care. The results can be obtained in 15 minutes.
heavy benefits
This morning, heavy benefits can be described as one after another, which overwhelmed investors and became an important driver of the strength of the market.
First, the Bureau of statistics released the main economic data of China in 2021. After preliminary accounting, China’s GDP for the whole year was 114.37 trillion yuan, an increase of 8.1% over the previous year and an average increase of 5.1% in the two years at constant prices. Among them, the added value of the primary industry was 8.31 trillion yuan, an increase of 7.1% over the previous year; The added value of the secondary industry was 45.09 trillion yuan, an increase of 8.2%; The added value of the tertiary industry was 60.97 trillion yuan, an increase of 8.2%.
The national energy administration has also released data on the electricity consumption of the whole society in 2021. In 2021, the power consumption of the whole society was 8312.8 billion kwh, a year-on-year increase of 10.3%, an increase of 14.7% over the same period in 2019, and an average increase of 7.1% over the two years. It also confirms the rapid development of China’s economy in 2021.
In addition, the people’s Bank of China also announced this morning that in order to maintain the reasonable and abundant liquidity of the banking system, the people’s Bank of China will carry out RMB 700 billion medium-term lending facility (MLF) operation and RMB 100 billion open market reverse repurchase operation on January 17, 2022. The bid winning interest rate of medium-term lending facility (MLF) operation and open market reverse repurchase operation decreased by 10 basis points to 2.85% and 2.10% respectively. This is the first time that the central bank has lowered the policy interest rate since April 2020, just one month from the RRR reduction in December 2021. The implementation of the policy interest rate cut means that the countercyclical regulation of monetary policy is strengthened.
Market participants expect that after the reduction of MLF interest rate in January, it will drive the follow-up reduction of quoted interest rate (LPR) in the loan market, significantly reduce the financing cost of the real economy, release the signal that monetary policy is moving forward, and the downward pressure on the real estate market will also be relieved. The overall growth rate of subsequent credit, social finance and M2 will enter a rapid upward stage, and the process of credit easing will be significantly accelerated.
Anxin Securities pointed out that the obvious upward trend of funds before and after the Spring Festival in recent years is mainly due to the unexpected supply of local bonds, the large scale of liquidity recovery after the Spring Festival and the central bank’s active control of financial market leverage. With the disturbance factors of short-term funds such as local bonds included in the central bank’s regulation, the central bank still needs to enhance the stability of the growth of total credit. Considering that the bill interest rate has increased recently, but the upward range is not large, the probability of stable capital before and after the Spring Festival is high. At present, the central bank probably protects the capital interest rate and runs up and down around the policy interest rate.
the concept of digital currency soared
The concept of digital currency soared sharply in early trading, and the sector index opened higher and rose by more than 5%, reaching a record high. The half day transaction was one day ahead of the whole day. Many stocks such as Synthesis Electronic Technology Co.Ltd(300479) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Beijing Advanced Digital Technology Co.Ltd(300541) rose by 20%, of which Synthesis Electronic Technology Co.Ltd(300479) has harvested 4 limits since the new year, with a cumulative rise of 90.35%; More than 10 shares such as Newcapec Electronics Co.Ltd(300248) , Beijing Cuiwei Tower Co.Ltd(603123) , Beyondsoft Corporation(002649) , Northking Information Technology Co.Ltd(002987) rose by the limit or more than 10%.
Driven by the sharp rise of digital currency concept stocks, Huaxia financial technology ETF opened high, soared nearly 10% in the session, reaching a record high, and the half day transaction soared more than 10 times compared with the previous trading day. Huabao financial technology ETF also rose by more than 5%, only about 2 cents from the historical peak, and the half day transaction was more than three times that of the whole day of the previous trading day. Boshi financial technology ETF also rose by more than 5%, and the turnover also increased by more than 6 times.
Since the digital RMB (pilot version) app was launched in major app stores at the beginning of the new year, there has been an upsurge of experience. At the beginning of the year, the installation of digital RMB app was only about 10000 times, while the latest Huawei application market data showed that the installation of digital RMB app had reached 9.14 million times, and the download of Xiaomi application mall exceeded 3.6 million times. Although Apple’s app store does not disclose the number of downloads, it has a score of 4.5 stars for the app. Several mainstream mobile app stores have downloaded far more than 10 million times.
The meeting of the business management department of the people’s Bank of China revealed that the pilot of the digital RMB Winter Olympic Games scene was steadily promoted, the full coverage of seven scenes was realized, three large-scale digital RMB pilot activities were carried out, 403000 scenes were landed, and the transaction amount was 9.6 billion yuan. Meanwhile, Tencent, Jingdong, meituan and other enterprises have successively accessed digital RMB.
Recently, listed companies have also announced the progress in the application of digital RMB. Guangdong Tecsun Science & Technology Co.Ltd(002908) recently, on the investor interaction platform in the morning, Beijing Minsheng all-in-one card project company with the third-generation social security card as the carrier has participated in it. At present, Beijing has planned to load the digital currency function on the social security card. The company will continue to track the plans of ministries and local governments and actively participate in the application and promotion of digital currency. Guangdong Tecsun Science & Technology Co.Ltd(002908) in the morning, it rose the limit for the third time this year, with a cumulative rise of 41.99%.
Minsheng Securities pointed out that digital RMB will bring deterministic opportunities to participants in the issuance and circulation links. At present, digital RMB, bank it and payment acquiring are also at a significant industry inflection point, and the layout is at the right time.
