[information summary]
the joint investigation team of the State Council seriously investigated and dealt with the problem of reselling imported crude oil by PetroChina fuel oil company
Recently, the audit office found that the fuel oil company under Petrochina Company Limited(601857) Natural Gas Group Co., Ltd. (hereinafter referred to as the fuel oil company) had the problem of reselling imported crude oil. After verification and investigation, in June 2006, the fuel oil company sold 400000 tons of imported crude oil to Shandong Binhua group in the name of “blended fuel oil”, resulting in the resale of imported crude oil by PetroChina. Over the years, PetroChina has sold 179.5 million tons of imported crude oil to 115 local refining enterprises. During this period, the main leaders of PetroChina group have seriously neglected their duties and responsibilities. According to the decisions of the CPC Central Committee and the State Council, the relevant departments have dealt with the problem of PetroChina reselling imported crude oil seriously in accordance with regulations and disciplines, and recovered the illegal profits of PetroChina reselling imported crude oil.
national Standing Committee: decided to continue the tax reduction and fee reduction policy partially due to support the rescue and development of enterprises
Li Keqiang presided over the executive meeting of the State Council. The meeting pointed out that it was decided to continue the tax reduction and fee reduction policy that partially expired to support the rescue and development of enterprises.
national Standing Committee: strengthen the guarantee of coal, electricity, oil and gas transportation and market supply in the next stage, especially during the Spring Festival
Li Keqiang presided over the executive meeting of the State Council. The meeting pointed out that the deployment will further strengthen the guarantee of coal, electricity, oil and gas transportation and market supply in the next stage, especially during the Spring Festival.
National Development and Reform Commission: strictly regulate financial institutions and local financial organizations invested by platform enterprises
The national development and Reform Commission issued several opinions on promoting the standardized, healthy and sustainable development of the platform economy. The opinions proposed to 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.
SASAC: steadily promote the reorganization and integration of steel and other fields, and timely study and establish a new central enterprise group
Peng Huagang, spokesman of SASAC, said that we will solidly promote the reorganization, formation and professional integration of central enterprises. In terms of strategic restructuring, we focus on implementing national strategies such as supply side structural reform, innovation driven development and building a manufacturing power, steadily promote the restructuring and integration of iron and steel and other fields in accordance with the principle of “mature one household and promote one household”, and timely study and establish a new central enterprise group in relevant fields. In terms of professional integration, we will aim to strengthen and refine our business, take advantageous enterprises as the main body, actively promote the professional integration of grain reserve processing, ports and terminals and other fields, and effectively improve the efficiency of resource allocation and the core competitiveness of enterprises.
Zhejiang Securities Regulatory Bureau ordered Anxin securities to take corrective measures
Zhejiang Securities Regulatory Bureau issued a decision ordering Anxin securities to take corrective measures. After investigation, Zhejiang Securities Regulatory Bureau found that Anxin securities failed to exercise due diligence in carrying out Zhejiang Yatai Pharmaceutical Co.Ltd(002370) 2015 major asset purchase project and 2019 public issuance of convertible bonds project, failed to fully verify and verify the authenticity and accuracy of Zhejiang Yatai Pharmaceutical Co.Ltd(002370) information disclosure documents, inadequate due diligence, failed to perform continuous supervision obligations as required, and imperfect internal quality control. Zhejiang securities regulatory bureau has decided to take supervision and management measures for Anxin securities to order correction.
Maotai soared by nearly 40% after the official announcement of pricing in 1935
The reporter learned from the dealer that the market price of Maotai 1935, which just announced the pricing the day before, has risen to 1650 yuan / bottle, an increase of nearly 40%. Even in other terminal channels, the product has been fried to 1800 yuan / bottle. It is worth mentioning that the product had been fried to a price of more than 1300 yuan / bottle before it was listed. Now, after the official announcement of pricing, the market price of Maotai 1935 has risen again.
[new stock dynamics]
There was no subscription of new shares on January 20
[institutional perspective]
Guosheng Securities pointed out that after a wide range of shocks in the short term, the two indexes rebounded continuously on Monday and Tuesday, and the panic decline stage of the index may have ended. In the near future, the shock central structure will be gradually constructed, which is conducive to the recovery of market sentiment or a good opportunity to do more. In terms of operation, the market sentiment is gradually stable. After superimposing the previous trend, the selling tide of the track sector is coming to an end, and the index is expected to shake and stabilize the structure. At the same time, the continuous disclosure of the company’s annual report may bring new expectations to the market, so that the funds can re make the valuation model for the high boom sector. Therefore, we can focus on the lithium battery, photovoltaic Individual stocks in military industry and other sectors.
Galaxy Securities said that near the Spring Festival, investors’ desire to be safe will be strengthened, and the index will be sorted out. This is a period of both attack and defense. The structural market will focus on double carbon, meta universe and consumption, and be optimistic about manufacturing and consumption enterprises with brand advantages. Suggestions: 1. Consumption sectors with good performance stability and cyclical and seasonal advantages, such as agriculture, forestry, animal husbandry and fishery, household appliances and food and beverage; 2. The new energy industry chain with large correction range and expected growth potential under the double carbon policy; 3. Investment related sectors with growth trend, such as real estate, construction and transportation.
[announcement selection]
Do-Fluoride New Materials Co.Ltd(002407) : the net profit in 2021 increased by 2429.7% – 2635.37% year-on-year
Do-Fluoride New Materials Co.Ltd(002407) (002407) disclosed the performance forecast on January 19. It is estimated that the net profit in 2021 will be 1.23 billion yuan – 1.33 billion yuan, with a year-on-year increase of 2429.70% – 2635.37%. In the same period of last year, the company made a profit of 48.6223 million yuan. During the reporting period, the market demand for new material products mainly lithium hexafluorophosphate was strong, the new capacity of relevant products of the company was gradually released, the capacity utilization rate reached a high level, and the profitability was greatly improved.
Andon Health Co.Ltd(002432) : the net profit in 2021 will increase by 271% – 395% year-on-year
Andon Health Co.Ltd(002432) (002432) disclosed the performance forecast on January 19. It is estimated that the net profit in 2021 will be RMB 900 million-1.2 billion, with a year-on-year increase of 271.4% – 395.19%. In 2021, the global COVID-19 epidemic continued to increase. The sales performance of New Coronavirus (SARS-CoV-2) antigen self testing OTC kit in the US market has increased significantly.
Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) performance express: net profit in 2021 increased by 45.55% year-on-year
Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) (600436) disclosed the performance express on January 19 and realized a net profit of RMB 2.433 billion in 2021, a year-on-year increase of 45.55%. In addition, the company plans to invest in a new industrial park, and the upper limit of the investment estimate shall not exceed 4.48 billion yuan.
Qinghai Salt Lake Industry Co.Ltd(000792) : the net profit in 2021 will increase by 90% – 110% year-on-year
Qinghai Salt Lake Industry Co.Ltd(000792) (000792) disclosed the performance forecast on January 19. It is estimated that the net profit in 2021 will be 3.88 billion yuan – 4.28 billion yuan, with a year-on-year increase of 90.24% – 109.85%. During the reporting period, the production and sales of potassium chloride, the company’s main business, were stable, and the market prices of potassium chloride and lithium carbonate products rose.
Chongqing Wanli New Energy Co.Ltd(600847) : it is planned to restructure the holding of tere battery to realize the upgrading from lead-acid to lithium battery industry
Chongqing Wanli New Energy Co.Ltd(600847) (600847) disclosed the major asset restructuring plan on the evening of the 19th. The transaction consists of major asset replacement, issuing shares to buy assets and supporting fund-raising: the company takes 100% equity of Wanli power (estimated value of 680 million yuan) as the invested assets and replaces 48.95% equity of Teri battery (estimated value of 1.15 billion yuan) held by the counterparty, that is, the equivalent part of the invested assets. The difference between the assets placed and the assets placed out (the estimated value is 470 million yuan) shall be purchased from all counterparties by the company by issuing shares. Meanwhile, the company plans to raise no more than 150 million yuan to increase the capital of Teri battery for the projects under construction of Teri battery. After the capital increase, the shareholding ratio of the company to Teri battery shall not be less than 51%. Trading of the company’s shares resumed on the 20th. Before the transaction, the company was mainly engaged in lead-acid battery products. After the transaction, the main business became lithium iron phosphate products, the cathode material of lithium battery.
China Telecom Corporation Limited(601728) : specific measures to stabilize the stock price will be determined with the controlling shareholders
China Telecom Corporation Limited(601728) (601728) announced on January 19 that from December 22, 2021 to January 19, 2022, the closing price of the company’s shares has been lower than the adjusted net asset value per share for 20 consecutive trading days, triggering the starting conditions of the above measures to stabilize the stock price, and the specific measures to stabilize the stock price will be determined with the controlling shareholders.
Changchun High And New Technology Industries (Group) Inc(000661) : the centralized purchase policy is being studied and the plan will be formulated reasonably. There is no expectation of specific impact for the time being
In view of the fact that the company’s growth hormone products have been included in the centralized drug purchase of Guangdong Province, Changchun High And New Technology Industries (Group) Inc(000661) (000661) said on the interactive platform that the website of Guangdong Drug Delivery Center announced the relevant centralized volume procurement documents today. The company is currently actively studying policies and regulations and will formulate reasonable plans. At present, there is no expectation of specific impact.
