daily collection
financial Associated Press: Liu Guoqiang, vice governor of the central bank, said at a press conference on the 18th that the current economy is facing triple pressure, “stability” itself is the biggest “progress”. In short, the current key goal is stability, and the policy requirement is force. How? I think from three aspects: first, make sufficient efforts to open the monetary policy toolbox more, maintain the stability of the total amount and avoid credit collapse; Second, the financial sector should not only welcome customers to the door, but also take the initiative to find projects, add effectively and optimize the economic structure according to the requirements of the new development concept; Third, push forward.
interface news: according to the news on the 18th of the Chinese government website, the State Council issued the development plan of modern comprehensive transportation system in the 14th five year plan. It is proposed to plan and build a convenient, efficient and moderately advanced charging and replacement network, focus on promoting the construction of regional charging facilities and equipment such as transportation hub stations, parking facilities and highway service areas, and encourage the rational layout of photovoltaic power generation and energy storage facilities along transportation hub stations, roads and railways.
Economic Daily: with the decline of policy interest rate on January 17, for a time, voices such as “interest rate cut leads to the reduction of housing loans” and “interest rate cut promotes the recovery of housing loan market and real estate market” flooded the network. Here we should make it clear that the positioning of “housing without speculation” will not change, and real estate will not be used as a tool and means to stimulate the economy in the short term. Correspondingly, there will be no significant fluctuations in the real estate loan market. The total amount of housing loans will still maintain stable growth and orderly delivery rhythm. In particular, it will focus on ensuring the reasonable financing needs of real estate enterprises and the first house demand of buyers.
interface news: on January 18, Contemporary Amperex Technology Co.Limited(300750) released the power exchange brand evogo (Le hang power exchange), which will launch the first pilot in ten cities. Contemporary Amperex Technology Co.Limited(300750) in order to realize shared power exchange, a “chocolate power exchange block” is specially launched. A single “chocolate power exchange block” can provide a driving range of about 200km and adapt to 80% of the models developed by pure electric platforms that have been listed in the world and will be listed in the next three years.
first finance: This latest deal will help Microsoft better compete with meta in the meta universe era. Activision Blizzard has mobile games including candy crush, which is also one of the most popular and profitable mobile games at present. Microsoft announced a cash acquisition of Activision Blizzard, an American game company, with a total value of US $68.7 billion, which also set a record in the field.
macroeconomic
Financial Associated Press: {23456} Jin Xiandong, director of the Policy Research Office of the national development and Reform Commission, said on the 18th that he would formulate and introduce relevant policies and measures in due time, constantly improve the system and policy system for promoting common prosperity, increase residents’ income and reduce burden at the same time, and innovate the mechanism of mutual promotion and progress in the virtuous cycle of the whole chain of employment, income distribution and consumption, Consumption continued to expand with the general growth of urban and rural residents’ income.
surging news: Zou LAN, director of the financial market department of the people’s Bank of China, said that as of December 31, 2021, there had been more than 8.0851 million digital RMB pilot scenarios, 261 million personal wallets had been opened, and the transaction amount was 87.565 billion yuan. Next, the people’s Bank of China will continue to steadily promote the pilot research and development of digital RMB in accordance with the deployment of the national 14th five year plan, further deepen the pilot use of digital RMB in retail transactions, living payment, government services and other scenarios, and put the pilot research and development of digital RMB into serving the real economy and people’s lives, Let more enterprises and individuals feel the value of digital RMB and fully stimulate the enthusiasm of all parties in the industry.
first finance and Economics: China Photovoltaic Industry Association organized a symposium on the development situation of photovoltaic industry in the fourth quarter of 2021 on the afternoon of 18th. Jin Lei, director of the electronic information department of the Ministry of industry and information technology, said that in the next step, in order to deeply implement the “carbon peak and carbon neutralization”, implement the important deployment of building a manufacturing power and promoting the energy revolution, the electronic information department of the Ministry of industry and information technology will focus on the following work together with relevant departments: first, continuously strengthen the top-level design of the industry, second, continuously strengthen the standardized management of the industry, and third, continuously promote the upgrading of industrial intelligence, Fourth, continuously optimize the industrial development environment, and fifth, continuously deepen international industrial cooperation.
industry dynamics
financial Associated Press: according to the data of China Academy of communications, China’s mobile phone shipments in December were 33.4 million, a year-on-year increase of 25.6%. In 2021, the shipments of domestic brand mobile phones totaled 304 million, with a year-on-year increase of 12.6%, accounting for 86.6% of the mobile phone shipments in the same period; A total of 438 new models were listed, with a year-on-year increase of 6.3%, accounting for 90.7% of the number of new mobile phone models listed in the same period.
finance and economics of China Central Television: the epidemic situation is high in many places around the world, the number of overseas confirmed cases is rising, and the demand for covid-19 virus detection kit is soaring, which directly leads to the full orders of Chinese detection reagent manufacturers. In a testing reagent manufacturer in Shangyu, Zhejiang Province, workers are speeding up the preparation of covid-19 virus testing kits sent overseas, and the order has been arranged until May this year. However, at present, the shortage of labor is a common problem faced by reagent manufacturers. In addition, the Spring Festival holiday is coming. Therefore, manufacturers have issued new year “big gift bags” to attract employees to stay on duty. Some employees said that if they don’t go home for the Chinese New Year and stay to work overtime, they can get an additional reward of about 8000 yuan.
financial Associated Press: the Shanghai joint conference office on energy conservation of public institutions issued the action plan for green and low carbon cycle development of public institutions in Shanghai, which proposed that by 2023, the total energy consumption of public institutions in the city should be controlled within 1.71 million tons of standard coal, the carbon dioxide emission should be controlled within 3.2 million tons, and the peak installed power of Cecep Solar Energy Co.Ltd(000591) photovoltaic should reach 50000 kW. The energy consumption per unit building area, comprehensive energy consumption per capita and water consumption per capita will be reduced by 3%, 3.6% and 4.2% respectively compared with 2020, and the carbon emission per unit building area will be reduced by 4.2% compared with 2020.
Shanghai Securities News: on January 18, Shanghai Environment Group Co.Ltd(601200) energy exchange held a cooperation signing ceremony with Bank Of Beijing Co.Ltd(601169) Shanghai Branch, and signed a bank enterprise “double carbon” cooperation agreement with some enterprises participating in the meeting. It is understood that in the future, Bank Of Beijing Co.Ltd(601169) will continue to increase the financial support of green credit, provide green financing for the real economy, actively explore the carbon asset financing mode, enrich the green equity guarantee methods such as emission rights and energy use rights, carry out innovative financing business based on CCER pledge, build a green credit support platform in an all-round way, and serve green enterprises and upstream and downstream enterprises in the green supply chain.
stock market focus
first finance and Economics: Haitong Securities Company Limited(600837) pointed out that the loose monetary policy of the central bank and the measures taken by the state to carry out advanced infrastructure construction are supporting the development of the real economy. Economic toughness is superimposed on loose liquidity. There is little room for continuous adjustment of a shares. At present, it is in the bottom stage. It is expected that the market will be sawed back and forth in the future. Investors should pay attention to the rebound rhythm and grasp the opportunity to increase and reduce positions, Due attention can be paid to the smart water conservancy, UHV and agriculture, forestry, animal husbandry and fishery, food and beverage industries in the infrastructure industry under the expectation of stable growth policy.
financial Associated Press: heavy media articles, voices of ministries and commissions, hot stock prices, researchers’ teleconferences… The hot digital economy has brushed the screen these two days. The topic of digital economy has stirred up the A-share market these two days. The popularity of the market keeps analysts busy. On the 17th, a researcher of the fund company revealed that 13 digital economy teleconferences had been arranged in less than 2 hours.
Securities Times website: Everbright Securities Company Limited(601788) pointed out that in December 2021, the demand for China’s routes of the three major airlines rebounded month on month, and the passenger throughput of China’s routes of first tier airports rose and fell month on month. The epidemic situation outside China has been repeated, and the recovery of air passenger transport demand has been negatively impacted. The growth logic and location advantages of first-line airport companies and airlines have not changed substantially due to the epidemic situation; With the continuous advancement of covid-19 vaccine / treatment technology, the demand for air passenger transport will gradually recover, and the revaluation of relevant companies is a deterministic event. Maintain the “overweight” rating of the industry, recommend Air China Limited(601111) , Spring Airlines Co.Ltd(601021) , Shanghai International Airport Co.Ltd(600009) , and pay attention to China Eastern Airlines Corporation Limited(600115) , China Southern Airlines Company Limited(600029) , Juneyao Airlines Co.Ltd(603885) , Shenzhen Airport Co.Ltd(000089) , Guangzhou Baiyun International Airport Company Limited(600004) and China Express Airlines Co.Ltd(002928) .
Securities Times: at the time of the correction of track stocks, trillion “ningwang” was suddenly bought by overseas giants. Recently, Morgan asset management disclosed the position of its funds at the end of December last year. Morgan China A-share Opportunity Fund increased its holdings of Contemporary Amperex Technology Co.Limited(300750) and Ping An Insurance (Group) Company Of China Ltd(601318) , of which Contemporary Amperex Technology Co.Limited(300750) increased by more than 60%, Ping An Insurance (Group) Company Of China Ltd(601318) increased by more than 40%, Tongwei Co.Ltd(600438) , Wanhua Chemical Group Co.Ltd(600309) and so on.
Subscription of new shares: Shipu testing, Huakang medical
new debt subscription: none
IPO: none
listing of new bonds: Tailin convertible bonds
company news
Chongqing Changan Automobile Company Limited(000625) : the investor has been determined for the capital and share increase of Chang’an new energy
Shanghai Zj Bio-Tech Co.Ltd(688317) : four covid-19 test kits have obtained EU CE certification
Fujian Zhangzhou Development Co.Ltd(000753) : wholly owned subsidiary acquires 80% equity of guochangmao new energy
Gansu Yasheng Industrial (Group) Co.Ltd(600108) : a wholly-owned subsidiary plans to set up a subsidiary in Zhangye to establish a corn breeding and seed production base
Nanjing Sunlord Electronics Corporation Ltd(300975) : plans to set up a fund with professional institutions to explore investment opportunities in the semiconductor industry chain
Chang Jiang Shipping Group Phoenix Co.Ltd(000520) : the net profit in 2021 will increase by 660% – 1040% year-on-year
Wuxi Apptec Co.Ltd(603259) : the net profit in 2021 will increase by 68% – 70% year-on-year
Qinghai Jinrui Mineral Development Co.Ltd(600714) : the net profit in 2021 increased by about 1967.04% year-on-year
* ST double ring: in 2021, the pre profit was 400 million to 450 million yuan, and the loss was reversed year-on-year
Muyuan Foods Co.Ltd(002714) : the net profit in 2021 is expected to decrease by 70.86% – 76.32% year-on-year
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) : signed an EPC contract of about 5.6 billion yuan for missan refinery in Iraq
Hangzhou Hikvision Digital Technology Co.Ltd(002415) : the company and its holding subsidiaries plan to invest 5.27 billion yuan in several projects
Zoneco Group Co.Ltd(002069) : the rumors about the company’s revenue growth caused by the eruption of Tonga volcano are seriously untrue
Saturday Co.Ltd(002291) : pre loss of 430 million to 645 million yuan in 2021 Saturday Co.Ltd(002291) shoe industry
data list
Shanghai and Shenzhen Stock Markets: on January 18, the stock indexes of the two markets were divided, and the trend of the Shanghai index was strong. As of the close, the Shanghai index rose 0.8%, the Shenzhen Composite Index rose 0.19% and the gem index fell 0.82%. In terms of sectors, covid-19 testing, prefabricated dishes, medical care and medicine fell sharply; A few sectors such as coal, banking, electric power, brewing and construction rose. In terms of individual stocks, more than 3200 stocks in the two cities fell, Andon Health Co.Ltd(002432) fell by the limit.
Hong Kong stocks: Hong Kong’s Hang Seng Index fell 0.43%, Hang Seng technology index fell 0.45%, BiliBili and Tencent holdings fell more than 2%. Power stocks rose generally, Huaneng Power International Inc(600011) and China power rose more than 5%. Domestic housing stocks country garden, Shimao Group and Vanke enterprises rose more than 4%.
Shanghai Shenzhen Hong Kong stock connect: on January 18, northbound funds bought a net 2.335 billion yuan, including 4.295 billion yuan for Shanghai Stock connect and 1.96 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, China Merchants Bank Co.Ltd(600036) , Kweichow Moutai Co.Ltd(600519) , Inspur Electronic Information Industry Co.Ltd(000977) purchases ranked among the top three, with net purchases of 613 million yuan, 611 million yuan and 357 million yuan respectively. The net sales of China Tourism Group Duty Free Corporation Limited(601888) , Wuliangye Yibin Co.Ltd(000858) and China stock market news ranked among the top three, with net sales of 365 million yuan, 226 million yuan and 154 million yuan respectively.
dragon tiger list: on January 18, among the stocks on the list, the largest net capital inflow was Shandong Buchang Pharmaceuticals Co.Ltd(603858) , with a net inflow of 277 million yuan in the three days. Data show that the stock rose 3.91% during the day and 22.15% in the past three days. The net inflow of funds into the top seats of Shanghai Stock connect was 819.265 billion yuan on the third day. A total of 35 stocks were involved in the institutional participation list, of which 17 were net bought by the institution, Shandong Buchang Pharmaceuticals Co.Ltd(603858) was the most bought, with a net purchase of 223 million yuan in three days. In addition, 18 shares were sold by institutions, and Andon Health Co.Ltd(002432) was sold the most, amounting to 86.193 million yuan.
margin trading : as of January 17, the balance of two financial transactions in Shanghai and Shenzhen was 1815.333 billion yuan, an increase of 5.36 billion yuan over the previous trading day. Among them, the financing balance was 1705.334 billion yuan, an increase of 4.408 billion yuan over the previous trading day; The balance of securities lending was 109.999 billion yuan, an increase of 952 million yuan over the previous trading day.
Shibor : Shibor reported 1.9210% overnight, down 19.2 basis points; Seven days Shibor reported 2.0880%, down 9.5 basis points; Three month Shibor reported 2.4930%, down 0.6 basis points.
foreign exchange
On January 18, the central parity rate of RMB was reported at 6.3521, up 78 points, and the central parity rate of the previous trading day was reported at 6.3599. The onshore RMB closed at 6.3513 against the US dollar at 16:30 on January 18, down 47 points from the previous trading day.
property market observation
financial Associated Press: Zhang Lixin, deputy director of Shanghai Municipal Housing Administration, said on the 18th that during the 14th Five Year Plan period, Shanghai plans to build 470000 new indemnificatory rental houses. It plans to build and raise 240000 indemnificatory rental houses by the end of this year, completing more than half of the total target of the 14th five year plan. He also said that this year, the urban supply of houses will be accelerated according to the “three batches”, a batch of new projects will be started, a batch of projects under construction will be accelerated, and a batch of completed projects will be accelerated.
financial Associated Press: Ningbo finally ushered in the formal transfer of the third batch of centralized land supply on the 18th, and 38 plots of land were successfully transferred. Among them, 3 residential plots with a ceiling premium rate of 15% were transferred to offline lottery, and 24 plots were traded at the base price, with a total turnover of 24.76 billion yuan. The three commercial residential plots to be numbered at the top of the bidding are: plot yz04-06-f2 in Yinzhou District (Xiaying section), plot yz08-02-a8 in Yinzhou District (Shounan section) and plot jd10-a4-1 in Yinzhou District (Ningchuan road section).
international information
Xinhuanetco.Ltd(603888) : Indian Prime Minister modi attended the 2022 World Economic Forum Video Conference on the 17th and delivered a speech, emphasizing that India will take the road of green and sustainable development. Modi said that India is committed to achieving the goal of zero net carbon emission by 2070, and India’s development will be green, clean and sustainable in the future.
interface news: Korean International Radio reported on January 18 that Korean automobile production and domestic demand decreased last year. According to the “trends of automobile industry in 2021” released by the Ministry of industry, trade and resources of the Republic of Korea on the 18th, the output of automobiles in South Korea last year was 3.46 million, a year-on-year decrease of 1.3%; Domestic demand was 1.73 million, a year-on-year decrease of 8.5%.
futures market
China Futures: most of China’s commodity futures closed up, with the main contract of power coal up more than 6%, Shanghai tin up nearly 4%, coking coal up more than 3%, fuel oil, methanol, crude oil, asphalt, apple and palm up more than 2%, and ferrosilicon, stainless steel, PTA, urea, glass, Zheng you and glass up more than 1%. Styrene and fiberboard fell by more than 1%.
International Futures: the settlement price of international crude oil futures rose by more than 1%, a new high since October 2014. The settlement price of WTI February crude oil futures closed up $1.61, or 1.92%, to $85.43/barrel. Brent March crude oil futures closed at US $1.03, up 1.19% to US $87.51/barrel.
overseas index
U.S. stock market: the three major U.S. stock indexes closed down, with the NASDAQ down 2.6%, the Dow down 1.51% and the S & P 500 down 1.84%. Activision Blizzard soared by more than 25%. Microsoft will buy Activision Blizzard in full cash at $95 per share, with a total transaction value of $68.7 billion.
European stock market: London stock market, the financial times 100 stock average price index 18 closed at 7563.55, down 47.68 points or 0.63% from the previous trading day. France Paris Stock Market CAC40 index closed at 7133.83, down 67.81 points or 0.94% from the previous trading day; Germany’s Frankfurt DAX index closed at 15772.56, down 161.16 points or 1.01% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed at 28257.25 points, down 0.27%. South Korea’s Kospi index closed down 25.95 points, or 0.90%, at 2864.15.
