Today’s market is not calm!
In the central bank’s statement yesterday, we thought that A-Shares would rise sharply today. Some economists even sent a document last night saying that there would be a limit of 1000 shares. As a result, they were beaten in the face.
Last night, it was reported on the Internet that the collective purchase of public offering Ningbo Hengshuai Co.Ltd(300969) was a private offer. Today, the company responded that it did not know.
online public offering collective purchase Ningbo Hengshuai Co.Ltd(300969) is a private offer
company: I don’t know
Bull stocks Ningbo Hengshuai Co.Ltd(300969) , which once soared four times, collapsed and fell to the limit today.
On the news side, fund Jun reported last night that a dialogue on the Internet suspected that the Shanghai public offering group bought the shares of the listed company Ningbo Hengshuai Co.Ltd(300969) for private placement. The dialogue said that at present, a business model in the capital market, that is, the seller (securities firm) buys private placement products, the private placement first buys (stocks), then prepares experts, communicates with the company’s board secretary, IR and even the chairman, and then writes paragraphs and reports for promotion. Ningbo Hengshuai Co.Ltd(300969) relevant people responded that they were unaware of the matters involved in the above rumors and did not participate.
Ningbo Hengshuai Co.Ltd(300969) can be called a big bull stock in 2021. Its share price rose to 174.98 yuan / share, more than four times higher than the lowest price in 2021.
In the process of this rapid rise, a large number of public funds focus on buying. In the mid-2021 report, the top ten circulating shareholders of Ningbo Hengshuai Co.Ltd(300969) are all individuals, and they have basically become institutional investors in the third quarterly report.
On January 19, relevant public offering institutions said in response to private placement’s deception of public offering acceptance that the mining and investment of individual stocks followed consistent processes and principles. The research information and position information of listed companies and fund companies are also disclosed.
Some fund company personnel said that the plot of online transmission seems to be perfect, but for such a “game”, public offering institutions will not actively participate in it.
The media asked Ningbo Hengshuai Co.Ltd(300969) relevant people how to view the reshuffle of the company’s top ten circulating shareholders in just three months? The other party said: “these situations are a kind of trading behavior of the secondary market and fund companies, which can not be controlled by our company. As for whether the fund companies buy or sell, our company cannot know in advance.”
shouted the limit of 1000 shares last night
admit your mistake today
On January 18, the central bank held a 2021 financial data conference, which coincided with the interest rate cut, and a lot of new information was added at this meeting!
At the press conference, many speeches by Vice President Liu Guoqiang were very direct, For example: “although it is the beginning of the year, the time of the year is very short, and the plan of the year lies in spring. Therefore, we should hurry up, look ahead, walk in front of the market curve, and respond to the general concerns of the market in time. We can’t delay. If we delay for a long time, if the market concerns fail, we won’t care. If we don’t care, we will ‘mourn more than die’, and the later things will be difficult to do”.
Among them, Guosheng macro sorted out the key points:
1. This is a press conference of “great vernacular”, and the language is very direct.
2. The central bank is still worried about the economy, further clarified its determination to make every effort to stabilize growth, and pointed out that all aspects are making efforts. After a few months, “great downward pressure on the economy” will become “yesterday’s story”.
3. “No policies detrimental to stability will be introduced, and more policies conducive to stability will be introduced”. Monetary policy should be “two more and three more forces”: be more proactive and enterprising; Sufficient force, accurate force and forward force; “Open the monetary policy toolbox wider; the financial sector should not only welcome customers, but also take the initiative.”.
4. The central bank has four key tasks in 2022: maintaining credit, adjusting structure, reducing costs and stabilizing exchange rate; We expect that there may be a large amount of credit in the first quarter.
5. It is suggested that the space for further interest rate and standard reduction is relatively limited, but it is still possible.
6. “One of the core features of real estate is regionality”. We expect that the real estate regulation will strengthen the implementation of policies for the city and strengthen the expectation of stability.
7. The macro leverage ratio has decreased for five consecutive quarters, and the macro leverage ratio will remain basically stable in 2022.
8. There is a new formulation of the RMB exchange rate: “China is a big country. Continuous unilateral appreciation or depreciation is difficult to occur in a big country, and even more impossible in China”.
For the central bank’s heavy statement, we think it can also pull up the stock market. Guan Qingyou sent three microblogs in a row, saying: the statement of the leaders of the central bank plays a greater role than the three positive lines; Yang Ma is Yang Ma, who never forgets to take care of you; The central bank is the Savior. Don’t be an enemy of the central bank.
Guan Qingyou even sent a document saying that if there was no 1000 share limit on the 19th, the institution was out of mind.
We all saw the A-share market on the 19th, which is very different from the prediction of Guan Qingyou! Today issued an apology saying: I was wrong. It will take time for expectations to weaken and confidence to recover. Let the market heal slowly.
According to public data, in the four years from November 2013 to November 2017, Guan Qingyou worked in Minsheng securities, during which he served as vice president of Minsheng securities and President of the Research Institute. Since then, he resigned from Minsheng securities and began to establish such a financial research institute.
On January 19, the stock index rose and fell in intraday trading, then fluctuated and fell, and the decline narrowed in late trading; The Shenzhen Component Index and the gem index fell sharply, with the Shenzhen component index falling by more than 1% and the gem index falling by more than 2%; The turnover of the two cities shrank compared with yesterday, but remained above trillion, and the net purchase of funds from the North exceeded 3.8 billion yuan.
As of the close, the Shanghai index fell 0.33% to 3558.18 points, the Shenzhen composite index fell 1.28% to 14207.19 points, and the gem index fell 2.17% to 3075.98 points; The total turnover of the two cities was 1065.3 billion yuan, and the net purchase of northbound funds was 3.821 billion yuan.
Lithium battery and pharmaceutical heavyweights generally fell sharply today, Eve Energy Co.Ltd(300014) fell by more than 7%, Tianqi Lithium Corporation(002466) fell by more than 5%, Contemporary Amperex Technology Co.Limited(300750) once fell by more than 4%, Changchun High And New Technology Industries (Group) Inc(000661) fell by the limit, Wuxi Apptec Co.Ltd(603259) fell by nearly 5%.
The game sector remained strong in the afternoon, Sichuan Xun You Network Technology Co.Ltd(300467) , Rastar Group(300043) 20cm limit, Shenzhen Bingchuan Network Co.Ltd(300533) rose by more than 10%, and Chengdu B-Ray Media Co.Ltd(600880) limit, Hubei Century Network Technology Inc(300494) , Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) , Hangzhou Electronic Soul Network Technology Co.Ltd(603258) rose by more than 5%.
opinions of the national development and Reform Commission and other departments on promoting
some opinions on the healthy and sustainable development of platform economy
According to the news on the website of the national development and Reform Commission on January 19, the national development and Reform Commission and other departments recently issued several opinions on promoting the standardized, healthy and sustainable development of the platform economy.
It mentions:
1. Improve competition supervision and law enforcement.
Strengthen the whole chain competition supervision and law enforcement in key industries and fields strongly reflected by the people. Investigate and deal with monopoly and unfair competition in the field of platform economy according to law. Strictly investigate and deal with monopoly agreements in the field of platform economy, abuse of market dominant position and illegal implementation of business concentration in accordance with the law. Strengthen platform advertising oriented supervision and strengthen supervision over advertising in key areas.
Focus on the regulation of misleading consumers by reducing the distribution and quality of products, and the platform fails to review the market access qualification of sales goods, and implement the relevant obligations of online operators’ product recall for defective consumer goods. Strengthen the crackdown on the illegal operation of platform enterprises in the field of travel. We will strengthen the tax assistance obligations of platform enterprises in reporting tax related information, strengthen tax supervision of platform enterprises, and investigate and deal with tax related violations such as false invoicing and tax evasion according to law. Strengthen the management and supervision of platform deposit, prepayment, deposit and other expenses.
2. Strengthen supervision in the financial field.
Strengthen the supervision of the payment field, disconnect the improper connection between payment instruments and other financial products, manage the exclusive or “one of two” behaviors in the payment process according to law, strengthen the supervision of the abuse of the dominant market position related to non bank payment services, and study and issue the regulations on non Bank Payment institutions. Standardize the use of platform data, strictly supervise the credit investigation business, and ensure the licensed and compliant operation according to law. We will implement the regulatory system for financial holding companies, strictly examine the qualifications of shareholders, strengthen penetration supervision, and strengthen comprehensive risk management and related party transaction management. Strictly regulate financial institutions and local financial organizations invested by platform enterprises, and urge platform enterprises and their holding and participating financial institutions to strictly implement the requirements of capital and leverage ratio. Improve the financial consumer protection mechanism, strengthen the supervision of marketing behavior, ensure that the information disclosed is true and accurate, and do not induce excessive consumption.
3. Explore data and algorithm security supervision.
Earnestly implement the principles of legality, legitimacy and necessity of collecting and using personal information, and severely crack down on illegal acts such as collecting personal information beyond the scope and invoking personal information beyond the authority of platform enterprises. Strictly control unnecessary data collection, and crack down on data abuse such as black market data trading and big data ripening in accordance with laws and regulations. On the premise of strictly protecting trade secrets such as algorithms, support third-party institutions to carry out algorithm evaluation, guide platform enterprises to improve the transparency and interpretability of algorithms, and promote algorithm fairness. We will seriously investigate and deal with the use of algorithms to falsify information content, disseminate negative and harmful information and vulgar and inferior content, traffic hijacking, false registered accounts and other illegal acts. Promote platform enterprises to deeply implement the network security level protection system, explore and carry out data security risk situation monitoring and notification, and establish an emergency response mechanism. In law enforcement activities, state organs shall obtain and use personal information according to law to protect data security.
4. Improve the supervision technology and means.
Strengthen the support of digital supervision, establish non-contact supervision mechanisms such as online discovery, circulation, investigation and handling of illegal clues, improve the supervision capabilities such as monitoring and early warning, online law enforcement and information publicity, and support the pilot innovation of digital supervision in areas with mature conditions. We will strengthen and improve credit supervision and strengthen the management of the list of serious violations and dishonesty in the platform economy. Give play to the role of industry associations, guide Internet enterprises to strengthen the exchange, interconnection and mutual recognition of credit evaluation related to serious violations and dishonesty lists, and promote platform enterprises to implement joint prevention and control of illegal acts of network operators.
