daily collection
interface news: Peng Huagang, spokesman of SASAC, said to 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.
first finance and Economics: the national development and Reform Commission and other departments 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 review 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.
central bank: in order to strengthen expectation management and promote better connection between LPR release time and financial market operation time, the LPR release time is adjusted from 9:30 a.m. on the 20th of each month (postponed in case of holidays) to 9:15 a.m.
Chinese government network: opinions of the general office of the State Council on promoting the integrated development of domestic and foreign trade. It is mentioned that we should support the integrated operation of domestic and foreign trade within market entities. Encourage qualified large-scale commercial and logistics enterprises to “go global”, strengthen the integration and allocation of resources, optimize the international marketing system and improve the global service network. Support the development of large multinational supply chain service enterprises, improve international competitiveness and enhance the toughness of industrial chain supply chain. We will cultivate a number of high-quality trade enterprises that cooperate and promote each other in China’s international market, have strong innovation ability and competitive strength, and guide and drive more enterprises to take the road of integrated operation.
macroeconomic
Energy Administration: according to the information submitted by provincial energy competent departments and power grid enterprises and sorted and counted by the national renewable energy information management center, the total installed capacity of household photovoltaic projects newly included in the scale of national financial subsidies in December 2021 is 5089800 kW. By the end of December 2021, the installed capacity of household photovoltaic projects included in the scale of national financial subsidies in 2021 was 21.5962 million KW.
Securities Times website: on January 19, the Publicity Department of the CPC Central Committee held a national publishing (copyright) work conference in Beijing in 2022. The meeting stressed that we should focus on the main line of welcoming, publicizing and implementing the 20th National Congress of the Communist Party of China, focus on creating high-quality thematic publications, devote ourselves to building major publishing cultural projects, and promote the great cohesion of the spiritual forces of the whole society. We should anchor the goal of building a strong cultural country and a strong publishing country, adhere to putting social benefits first, firmly take the road of high-quality development, build advantageous enterprises in publishing, printing and distribution, promote the in-depth integrated development of publishing and the prosperity and development of copyright industry, vigorously build a scholarly society, and accelerate the progress from a large publishing country to a powerful publishing country.
interface news: according to China Central Television, 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. According to the deployment of the CPC Central Committee and the State Council, all localities and relevant departments have strengthened the work of ensuring the supply and price stability of energy and important livelihood commodities. At present, the guarantee of coal, electricity, oil and gas transportation is generally stable, and the supply of grain, oil, meat and vegetables is sufficient and the price is stable. Next, we should consolidate the territorial responsibility of local governments and the main responsibility of enterprises to ensure energy supply, maintain normal coal production, support coal and power enterprises to make full use of energy and ensure oil and gas supply.
financial Associated Press: the people’s Bank of China held a meeting of the leading group for the construction of payment service environment for the Beijing Winter Olympic Games and a video meeting of the scene pilot working group for the digital RMB Beijing Winter Olympic Games. The meeting stressed that we should seize the last time window to check deficiencies and make improvements, complete the pilot work of Winter Olympic payment service and digital RMB with high standards and quality, lay a solid foundation for game time service guarantee, and realize “two Olympics, equally wonderful”.
industry dynamics
CCTV news client: he liming, President of China Federation of logistics and procurement, recently introduced at the 19th annual meeting of Chinese logistics entrepreneurs that China’s economy as a whole will continue to recover in 2021, and the average value of Manufacturing Purchasing Manager Index (PMI) in the whole year is 50.5%, higher than the average value in 2019 and 2020. The total amount of social logistics in the whole year is expected to remain above 300 trillion yuan. The scale of the logistics market has expanded steadily, the total revenue of the logistics industry will exceed 11 trillion yuan, and the market revenue is expected to maintain a growth rate of more than 15%.
first finance and Economics: according to the data of the passenger Federation, from January 10 to 16, 438000 passenger cars were retailed, a year-on-year decrease of 2%, a month on week increase of 8% and a month on month increase of 3%. The wholesale of passenger cars was 403000, basically the same year-on-year, an increase of 10% month on month and a decrease of 15% over the same period last month. In the second week of January, the overall retail sales of narrow passenger car market reached 63000 vehicles per day, a year-on-year decrease of 2%, and the performance was relatively stable, an increase of 3% compared with the second week of December 2021.
surging news: on January 19, you Minjian, member of the Standing Committee of the Shanghai Municipal Committee of the Chinese people’s Political Consultative Conference, deputy convener of the non party personage sector and researcher of the public policy research center of the Counselor’s office of the State Council, said in an interview with surging news reporters that Shanghai should grasp the “yuancosmos” outlet and introduce and cultivate yuancosmos new infrastructure leading enterprises, Vigorously support the development of yuanuniverse software and hardware industry.
Beijing Business Daily: 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.
stock market focus
first finance and Economics: Haitong Securities Company Limited(600837) said that on the whole, there are not many trading days before the festival. The whole disk may continue to fluctuate. It is mainly concerned about the opportunity of sector rotation, especially some varieties with low price make-up, and it is not recommended to catch up.
At present, the market is shaking around the annual line position, and the short-term bottom should be visible. There is no need to worry too much. It is suggested to focus on long-term ideas and carry out balanced style configuration in order to better deal with the current volatile market.
China Securities Network: talking about future market opportunities, Du Meng pointed out that this year’s A-share market opportunities will be more diversified and the industry distribution will be more balanced. In addition to high boom industries such as new energy and semiconductors, there will be bottom-up opportunities for the improvement of consumer electronics and computers, as well as stable growth industries such as consumption and medicine. Du Meng stressed that the excess return comes more from the bottom-up stock selection, so it is necessary to make more detailed stock selection around the investment cost performance, and focus on companies with cost advantages, technological progress and efficient production capacity.
Securities Times: yuan universe sector strengthened on the 19th, Lingnan Eco&Culture-Tourism Co.Ltd(002717) harvested the daily limit, and Capitalonline Date Service Co.Ltd(300846) , Hubei Century Network Technology Inc(300494) , Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) and other stocks rose with an increase of more than 8%. On January 19, the yuan universe Industry Committee of China Mobile Communications Federation held the second news briefing in the central chain live broadcast network, announced the second batch of accepted member units (including individuals), and released the “thousand mile horse” plan for talent training of Yuan universe industry.
China Central Television finance and Economics: Jiang Yu, fund manager of Hua’an fund, said that new energy vehicles are one of the most promising tracks this year. In terms of industry growth rate, the industry may grow 60 or 70 times this year. After an objective correction at the beginning of this year, the valuation of leading enterprises in the main materials of new energy vehicles, whether in the positive pole, negative pole, diaphragm and electrolysis industry, is between 30 and 40 times for this year’s center, corresponding to a growth of 60 or 70 times for the whole industry. Such a valuation center has entered a more reasonable range.
surging news: another alliance drug collection has been finalized, including “high gross profit” growth hormone and blood products. On January 19, Guangdong Pharmaceutical Trading Center issued the notice on the centralized volume procurement document of diclofenac and other drugs of Guangdong alliance, and carried out the centralized volume procurement of diclofenac and other 276 drug alliance regions. The alliance involved 11 provinces and regions, including Guangdong, Shanxi, Jiangxi, Henan, Guangxi, Hainan, Guizhou, Qinghai, Ningxia, Xinjiang Xinjiang production and Construction Corps. On January 19, the share prices of growth hormone and blood products related enterprises fell sharply. Changchun High And New Technology Industries (Group) Inc(000661) (000661) responded on the interactive platform that the company is currently actively studying policies and regulations and will formulate reasonable plans. At present, there is no expectation of specific impact.
subscription of new shares: none
subscription of new bonds: none
IPO: Chengda pharmaceutical
listing of new bonds: Huaxiang convertible bonds
company news
Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) : director Cao Xianqing accepts disciplinary review and supervision investigation
China Telecom Corporation Limited(601728) : will determine specific measures to stabilize the stock price with the controlling shareholders
China Pacific Insurance (Group) Co.Ltd(601601) : the original insurance business revenue in 2021 was 362.673 billion yuan
Beijing Cuiwei Tower Co.Ltd(603123) : the new digital RMB payment of the subsidiary will not have a significant impact on the performance
Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) : it is proposed to invest 2 billion yuan in Wuhan to build green building materials production base and other projects
Luxi Chemical Group Co.Ltd(000830) : the net profit in 2021 is expected to increase by 452% – 464% year-on-year
Nanjing Hicin Pharmaceutical Co.Ltd(300584) : the net profit in 2021 increased by 422% – 441% year-on-year
Do-Fluoride New Materials Co.Ltd(002407) : the net profit in 2021 increased by 2429.7% – 2635.37% year-on-year
Andon Health Co.Ltd(002432) : the net profit in 2021 is expected to increase by 271% – 395% year-on-year
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) : the newly signed contract amount in 2021 was 780.283 billion yuan, with a year-on-year increase of 15.91%
Dirui Industrial Co.Ltd(300396) : intends to repurchase shares with RMB 50 million-100 million
Sichuan Xun You Network Technology Co.Ltd(300467) : the controlling shareholder has no business relationship with the company and has no asset injection plan
Yunnan Energy New Material Co.Ltd(002812) : the holding subsidiary signed a guarantee and supply framework cooperation agreement with China Innovation Airlines
data list
Shanghai and Shenzhen Stock Markets: on January 19, the stock indexes of the two markets weakened and the performance of the gem was weak. At one time, they fell about 3%. As of the close, the Shanghai index fell 0.33%, the Shenzhen composite index fell 1.28% and the gem index fell 2.17%. In terms of sectors, the concept of covid-19 medicine rebounded sharply, Maiwei biology rose 30%, and several stocks such as Jinghua Pharmaceutical Group Co.Ltd(002349) rose by the limit. Cloud games, data centers, tourism, media and entertainment led the increase, while lithium, diamond cultivation and wine making led the decline. Stocks in the two cities rose and fell by half, Changchun High And New Technology Industries (Group) Inc(000661) and more than 10 stocks fell by the limit.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 0.06%, and Hang Seng technology index fell 0.98%. Domestic real estate stocks rebounded, R & F real estate rose by more than 9% and country garden rose by more than 8%. Coal stocks strengthened and Yankuang energy rose more than 4%. Most technology stocks fell, Byd Company Limited(002594) electronics and Huahong semiconductor fell more than 3%.
Shanghai, Shenzhen and Hong Kong stock connect: on January 19, north capital bought a net 3.821 billion yuan, including 2.930 billion yuan for Shanghai Stock connect and 891 million yuan for Shenzhen Stock connect. Among the top ten traded stocks, China Merchants Bank Co.Ltd(600036) , Eve Energy Co.Ltd(300014) , Nari Technology Co.Ltd(600406) purchases ranked among the top three, with net purchases of 798 million yuan, 554 million yuan and 444 million yuan respectively. The net sales of Wuxi Apptec Co.Ltd(603259) , China stock market news and Ganfeng Lithium Co.Ltd(002460) ranked among the top three, with net sales of 579 million yuan, 451 million yuan and 213 million yuan respectively.
dragon tiger list: on January 19, among the stocks on the list, the largest net capital inflow was Hubei Radio & Television Information Network Co.Ltd(000665) , which was 252 million yuan. The data show that the stock closed within the daily limit, with a turnover rate of 25.87% and a turnover of 2.775 billion yuan. The top net inflow of funds was Orient Securities Company Limited(600958) Shanghai Yuanshen Road, with a net purchase of 109 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 10 were net bought by the institution, Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) was the most bought, with a total of 128 million yuan. In addition, 14 shares were sold by institutions, and Yongxing Special Materials Technology Co.Ltd(002756) was sold the most, amounting to 111 million yuan.
margin trading : as of January 18, the balance of two financial transactions in Shanghai and Shenzhen was 1812.231 billion yuan, a decrease of 3.103 billion yuan compared with the previous trading day.
Among them, the financing balance was 1702.018 billion yuan, a decrease of 3.316 billion yuan compared with the previous trading day; The balance of securities lending was 110.213 billion yuan, an increase of 213 million yuan over the previous trading day.
Shibor : Shibor reported 2.0350% overnight, up 11.4 basis points; Shibor reported 2.1270% in 7 days, up 3.9 basis points; Three month Shibor reported 2.4830%, down 1.0 basis points.
foreign exchange
On January 19, the central parity rate of RMB was reported at 6.3624, down 103 points, and the central parity rate of the previous trading day was reported at 6.3521. The onshore RMB closed at 6.3522 against the US dollar at 16:30 on January 19, down 9 basis points from the previous trading day.
property market observation
Beijing News: on January 19, Wuxi Municipal Bureau of housing and urban rural development of Jiangsu Province issued the implementation opinions of Wuxi Municipal Government Office on accelerating the development of affordable rental housing. The implementation opinions mentioned that during the 14th Five Year Plan period, Wuxi raised and constructed no less than 80000 sets (rooms) of indemnificatory rental housing.
financial Associated Press: Zigong, Sichuan launched the first shot of “recognizing loans but not houses” of provident fund loans. On January 18, Zigong housing provident fund management center issued the notice on issues related to the adjustment of housing provident fund policies, relaxed the recognition policy of housing units, and implemented the recognition standard of only recognizing loans but not houses.
international information
Xinhuanetco.Ltd(603888) : a joint venture composed of a number of Chinese enterprises recently won the bid for the phase I project of the long-distance transportation section of the south line of the Philippine National Railway, which will undertake the longest and fastest railway project in the Philippines so far, so as to improve local infrastructure, enhance transportation capacity and meet travel needs.
China Central Television news client: according to the final statistical data of inflation rate in 2021 released by the German Federal Bureau of statistics on the 19th local time, in December last year, Germany’s inflation rate increased by 5.3% year-on-year and 0.5% month on month, the highest level in the whole year. Meanwhile, in 2021, German inflation rose by 3.1% year-on-year, the highest since 1993.
futures market
China Futures: most of China’s commodity futures closed higher, with the main contracts of thermal coal up more than 6%, asphalt and iron ore up more than 4%, methanol, urea, glass and Shanghai silver up more than 3%, pulp, thread, hot coil, fuel oil and soda ash up more than 2%, PP, cotton, Shanghai aluminum, Zheng you, palm, apple, plastic, Shanghai tin and crude oil up more than 1%. Shanghai lead, pigs, stainless steel and coke fell slightly.
International Futures: Comex February gold futures settlement price closed up $30.8 to $1843.2 / ounce, up 1.7%. New York oil prices rose on the 19th. The price of New York light crude oil futures for February delivery rose $1.53 to close at $86.96 a barrel.
overseas index
U.S. stock market: the three major U.S. stock indexes accelerated their decline in the end, and the NASDAQ closed down 1.15%, a new low since mid October last year, down 10.7% from the closing record high on November 19 last year, entering a correction; The Dow closed down 0.96% and the S & P 500 index closed down 0.97%, both reaching a one month low. The new energy vehicle sector led the decline, with Xiaopeng automobile falling more than 7% and Tesla falling more than 3%.
European stock markets: major European stock indexes closed higher, with Germany’s DAX30 index up 0.2%, Britain’s FTSE 100 index up 0.4%, France’s CAC40 index up 0.55% and Europe’s Stoxx 50 index up 0.26%.
Asia Pacific stocks: the Nikkei index closed down 2.90% to 27438 points. South Korea’s Kospi index closed down 21.96 points, or 0.77%, at 2842.28 on Wednesday, January 19.
