daily collection
Xinhua News Agency: Han Zheng, member of the Standing Committee of the Political Bureau of the CPC Central Committee, vice premier of the State Council and leader of the leading group for promoting ecological protection and high-quality development of the Yellow River Basin, presided over a plenary meeting of the leading group for promoting ecological protection and high-quality development of the Yellow River Basin in Beijing on the 19th to seriously study and implement the spirit of the relevant important speech of the general secretary of Xi Jinping , Implement the spirit of the Sixth Plenary Session of the 19th CPC Central Committee and the deployment of the central economic work conference, review relevant documents, study and deploy key work in the next step.
China government network: the State Council issued the “14th five year plan” for tourism development. By 2025, the development level of tourism will continue to improve, the modern tourism system will be more perfect, the effective supply, high-quality supply and flexible supply of tourism will be richer, and the consumption demand of mass tourism will be better met. The foundation of epidemic prevention and control is stronger, and the requirements of scientific and accurate prevention and control are fully implemented in the tourism industry. China’s tourism is booming, inbound and outbound tourism is advancing in an orderly manner, the international influence and competitiveness of tourism are significantly enhanced, and significant progress has been made in the construction of a tourism power.
China Central Television: at the regular press conference held by the Ministry of Commerce on the 20th, the media asked that Biden said at the press conference on Wednesday, us time that he was not ready to cancel the tariffs imposed by his predecessor. What is the comment of the Ministry of Commerce? In this regard, Shu jueteng, spokesman of the Ministry of Commerce, said that China has always believed that the abolition of tariff increases is beneficial to China, the United States and the world. In particular, under the current inflation situation, the abolition of tariffs is in the fundamental interests of consumers and producers in China and the United States and is conducive to the recovery of the world economy.
macroeconomic
Shanghai Securities News: the National Conference on housing and urban and rural construction was held in Beijing on January 20. The meeting proposed to strengthen the regulation of the real estate market. Unswervingly adhere to the positioning that houses are used for living rather than speculation, do not use real estate as a tool and means to stimulate the economy in the short term, maintain the continuity and stability of regulatory policies, enhance the coordination and accuracy of regulatory policies, continue to steadily implement the long-term mechanism of real estate, and resolutely and effectively deal with the risk of overdue delivery of real estate projects of individual real estate enterprises, We will continue to rectify and standardize the order of the real estate market.
Securities Times Network: Tang Ke, director of the Department of market and information technology of the Ministry of agriculture and rural areas, said at the press conference of the state information office on the 20th that the high pig price in 2021 gradually fell from 35.8 yuan per kilogram in January to 17.59 yuan in December, and the pig price in December was still about 2 yuan higher than the average production cost of 15.5 yuan per kilogram. From the perspective of pig breeding income, except for the loss from June to October, the other seven months have made more profits. According to the weighted average of slaughter volume, there is still a profit of 564 yuan per slaughter pig in the whole year, which is higher than the profit level of about 200 yuan in normal years.
first finance and Economics: Zeng Yande, chief agronomist of the Ministry of agriculture and rural areas and director of the development planning department, said that at present, we are revising the regulations of four departments, including the measures for the approval of major crop varieties, to clarify the relevant provisions on the industrialized application of genetically modified crops. Together with relevant departments, we will continue to steadily and orderly promote the industrialized application of transgenic and other biological breeding and promote the high-quality development of the seed industry based on the principles of respecting science, strict supervision, abiding by laws and regulations and ensuring safety.
Shanghai Securities News: recently, the Ministry of water resources issued the plan for effective connection between consolidating and expanding the achievements of water conservancy poverty alleviation and Rural Revitalization of water conservancy guarantee in the 14th five year plan. The plan comprehensively summarizes the achievements of water conservancy poverty alleviation in the 13th five year plan, systematically analyzes the current situation and situation of water conservancy development in poverty alleviation areas, and studies and puts forward the overall ideas, objectives, tasks, key layout, construction management tasks and guarantee measures for the effective connection between consolidating and expanding the achievements of water conservancy poverty alleviation and Rural Revitalization of water conservancy guarantee in the 14th Five Year Plan period, It is an important basis for guiding poverty relief areas to carry out the effective connection between consolidating and expanding the achievements of water conservancy poverty alleviation and Rural Revitalization of water conservancy guarantee during the 14th Five Year Plan period.
industry dynamics
financial Associated Press: M6 monocrystalline silicon wafer (166mm / 165) this week μ m) The price range was 5.15-5.3 yuan / piece, and the average transaction price increased to 5.17 yuan / piece, with a weekly increase of 4.02%; M10 monocrystalline silicon wafer (182 mm / 165 mm) μ m) The price range was 6.15-6.3 yuan / piece, and the average transaction price increased to 6.17 yuan / piece, with a weekly increase of 5.11%; G12 monocrystalline silicon wafer (210mm / 160) μ m) The price range was 7.70-7.80 yuan / piece, and the average transaction price remained at 7.72 yuan / piece, unchanged on a week-on-week basis. The main reason for the sharp rise in the price of monocrystalline silicon this week is the strong demand caused by the preparation of goods years ago.
China Securities News: recently, the State Council issued the opinions on doing a good job in cross cycle regulation and further stabilizing foreign trade, which clearly put forward that for labor-intensive export enterprises, including shoes and boots, all localities should implement various policies and measures to reduce burden, stabilize posts and expand employment, and increase policy support such as export credit and export credit insurance in a manner consistent with WTO rules, Support local governments to study and establish a fixed-point and regular monitoring mechanism for employment in the field of foreign trade, timely grasp the employment situation and carry out accurate assistance.
Securities Times: on January 20, Ma Zhixing disclosed the appearance design, sensor and computing platform scheme of the sixth generation automatic driving software and hardware system for L4 vehicle specification level mass production design for the first time. The first batch of vehicles equipped with the system are Toyota S-AM (Sienna autono Maas), a hybrid electric platform based on 7-seat Saina, which will start road test in China this year and put into daily operation of automatic driving travel service (robotaxi) in the first half of 2023.
financial Associated Press: according to the data of flying pig, the bookings of flying pig Gaoxing Hotel, rural home stay, tickets and car rental in the past week have doubled compared with the previous week; Local and surrounding tours account for nearly 60% of the Spring Festival travel orders; Shanghai, Beijing and Shenzhen are not only the top three popular destinations for the Spring Festival, but also the top three popular tourist sources. In addition, ice and snow tourism continues to grow. Up to now, ice and snow tourism bookings for the Spring Festival this year have increased by 484% year-on-year.
stock market focus
Securities Times: Boe Technology Group Co.Ltd(000725) (000725) the performance forecast was disclosed on the evening of January 20. It is estimated that the net profit in 2021 will be 25.7 billion yuan – 26 billion yuan, a year-on-year increase of 410% – 416%.
first finance and Economics: Haitong Securities Company Limited(600837) said that this year, the main impact of bank stocks will still focus on the economy, real estate fundamentals, steady growth and real estate policies.
Since January, the expansion of the epidemic and weak economic data have strengthened concerns about the insufficient effectiveness of the economy and steady growth, affecting the performance of the industry. However, there is still room and power at the level of steady growth and real estate policies, and pessimistic expectations may be gradually revised. It is expected that in the expected alternating changes of economy and policy at this stage, the industry may fluctuate upward.
daily economic news: Changchun High And New Technology Industries (Group) Inc(000661) on the interactive platform, the company continues to pay attention to policy changes. At present, the bidding process for centralized drug procurement has not been officially started, and the specific impact will depend on the actual participation in bidding, winning results, winning prices, etc. the follow-up matters and the impact on the company are still uncertain, At present, there is no expectation that it will have a serious impact on the company’s operating performance. The company will actively pay attention to the follow-up progress, carefully study the provisions of relevant documents and reasonably formulate the implementation plan.
Securities Times Network: Dongguan Securities pointed out that the competition pattern of growth hormone in the future may be disturbed by centralized purchase. At present, the market pattern of growth hormone is more caused by market-oriented competition, and the role of medical insurance is less. Whether the current pattern will be broken mainly depends on the performance of growth hormone water needle suppliers in the alliance procurement. If some enterprises adopt more radical strategies and some enterprises take conservative measures, radical enterprises may open competition channels through the hospital market and seize the hospital market share of unsuccessful enterprises. The impact of the purchase of growth hormone alliance still needs to observe the final decision of enterprises and the results of joint mining.
Subscription of new shares: none
subscription of new bonds: urban convertible bonds
IPO: xidiwei
listing of new bonds: tai21 convertible bonds, Patty convertible bonds
company news
China Life Insurance Company Limited(601628) : plans to increase the capital of 9 billion yuan to the property insurance company together with the group company
Beijing Transtrue Technology Inc(002771) : the company’s seal and license materials are restored to normal use
Boai Nky Medical Holdings Ltd(300109) : the net profit in 2021 is expected to increase by 438% – 483% year-on-year
Pci Technology Group Co.Ltd(600728) : the net profit in 2021 will increase 227% – 292% year-on-year
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) : the net profit in 2021 is expected to increase by 173% – 203% year-on-year
Zhejiang Jasan Holding Group Co.Ltd(603558) : the net profit in 2021 is expected to increase by 130.32% – 139.79%
Jiangsu Suyan Jingshen Co.Ltd(603299) : the net profit in 2021 will increase by 116% – 137% year-on-year
Imeik Technology Development Co.Ltd(300896) : the net profit in 2021 will increase by 105% – 127% year-on-year
China Resources Microelectronics Limited(688396) : the net profit in 2021 is expected to increase by 129% – 132% year-on-year
Haili wind power: the net profit in 2021 is expected to increase by 70% – 100% year-on-year
Mango Excellent Media Co.Ltd(300413) : the fourth quarter net profit is expected to decline by 70% – 88.7% month on month
China Kings Resources Group Co.Ltd(603505) : it is proposed to repurchase shares of RMB 50-100 million
Tecnon (Fujian) Commercial Lighting Co.Ltd(300650) : intends to repurchase shares of 40 million yuan to 80 million yuan
Jiangxi Special Electric Motor Co.Ltd(002176) : plan to buy back shares and establish employee stock ownership plan
data list
Shanghai and Shenzhen Stock Markets: on January 20, the stock indexes of the two markets weakened, individual stocks differentiated, falling more and rising less. As of the close, the Shanghai index fell 0.09%, the Shenzhen composite index fell 0.06% and the gem index fell 0.32%. In terms of sectors, insurance, securities and banks led the rise, while a few sectors such as pork and digital currency rose against the market. Yuancosmos, lithium ore, oil, automobile, etc. led the decline. More than 50 stocks in the two cities increased by 10% or more; More than 3800 stocks in the two markets fell.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 3.42%, Hang Seng technology index rose 4.5%, led by technology, finance and real estate sectors, Country Garden Service rose more than 15%, meituan rose more than 11%, Tencent holdings and JD group rose more than 6%, and Ping An Insurance (Group) Company Of China Ltd(601318) rose more than 7%. Rongchuang China rose more than 15%, and the financial Associated Press reported that rongchuang cashed two open market products of about 4.25 billion yuan as scheduled.
Shanghai, Shenzhen and Hong Kong stock connect: on January 20, north capital bought a net 12.576 billion yuan, including 7.837 billion yuan for Shanghai Stock connect and 4.74 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) , Ping An Bank Co.Ltd(000001) purchases ranked among the top three, with net purchases of 1.711 billion yuan, 1.353 billion yuan and 858 million yuan respectively. The net sales of Wuxi Apptec Co.Ltd(603259) , Industrial Bank Co.Ltd(601166) , China Tourism Group Duty Free Corporation Limited(601888) ranked among the top three, with net sales of 241 million yuan, 79 million yuan and 71 million yuan respectively.
dragon tiger list: on January 20, among the stocks on the list, the largest net capital inflow was Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , with a net inflow of 252 million yuan in the three days. Data show that the stock rose 18.63% during the day and 28.27% in the past three days. The China Industrial Securities Co.Ltd(601377) Shaanxi branch with the highest net capital inflow bought 119 million yuan on the third day. A total of 29 stocks were involved in the institutional participation list, of which 6 were net bought by the institution, Delixi Xinjiang Transportation Co.Ltd(603032) were the most bought by the institution, with a net inflow of RMB 113 million in the three days. In addition, 23 shares were sold by institutions, and Avic Aviation High-Technology Co.Ltd(600862) was sold the most, amounting to 282 million yuan.
margin trading : as of January 19, the balance of two financial transactions in Shanghai and Shenzhen was 1806.557 billion yuan, a decrease of 5.674 billion yuan compared with the previous trading day. Among them, the financing balance was 169.87 billion yuan, a decrease of 3.248 billion yuan compared with the previous trading day; The balance of securities lending was 107.787 billion yuan, a decrease of 2.426 billion yuan compared with the previous trading day.
Shibor : Shibor reported 2.0350% overnight, unchanged from the previous day; Seven days Shibor reported 2.1130%, down 1.4 basis points; Three month Shibor reported 2.4710%, down 1.2 basis points.
foreign exchange
On January 20, the central parity rate of RMB was reported at 6.3485, up 139 points, and the central parity rate of the previous trading day was reported at 6.3624. The onshore RMB closed at 6.3423 against the US dollar at 16:30, up 99 basis points from the previous trading day.
property market observation
surging news: in the process of building a common prosperity demonstration area, Zhejiang proposes to build a child care friendly society.
We will optimize the allocation mechanism of indemnificatory housing, give preference to families with many children, increase the amount of housing provident fund loans for families with three children, and give priority to loans.
financial Associated Press: according to the statistics of Beijing Zhongyuan Research Institute, a total of 5438 second-hand houses were sold in Beijing in the first half of January 2022 (January 1-15), a decrease of 16% over the same period in December 2021 when the “tail raising” market appeared, and the transaction area was 488500 square meters. Industry insiders pointed out that from the feedback of the first-line market, with the fine-tuning of credit policy in the fourth quarter of last year, the approval efficiency and lending speed of second-hand housing loans have significantly improved, and the psychological expectations of buyers have gradually stabilized, driving the wait-and-see mood of the market to gradually weaken. It is expected that the second-hand housing market in Beijing will maintain a slight upward trend before and after the Spring Festival.
international information
interface news: the Korean government held the 53rd meeting of the headquarters of emergency economic central Countermeasures on the 20th. At the meeting, the leading strategy of metauniverse Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) was announced to deal with the economic and social changes brought by metauniverse. According to the goal of this strategy, by 2026, the share of South Korea in the global meta universe market will be increased from the current 12th to the 5th.
financial Associated Press: Indonesia lifted the export ban on 139 coal enterprises that met the relevant regulations on Thursday. 75 vessels of Indonesian companies that comply with DMO (responsibility for domestic trade and supply of coal) can load coal.
futures market
China Futures: most of China’s commodity futures closed higher. The main contract of Shanghai nickel rose by more than 6%, Shanghai tin rose by more than 4%, apple and rapeseed meal rose by more than 3%, jujube, soybean meal, Huyin, asphalt, Douer and Zheng you rose by more than 2%, and Shanghai copper, iron ore, Shanghai zinc, soybean oil, fuel oil and palm rose by more than 1%. Styrene and No. 20 rubber fell by more than 1%.
International Futures: on Thursday, US Eastern time, international oil prices fell slightly. As of the close, February crude oil futures in New York closed down US $0.06, or 0.07%, to US $86.90/barrel; Brent crude oil futures in March closed down US $0.06, or 0.07%, at US $88.38/barrel, once breaking through the US $89 mark. The international gold price fell slightly. As of the close, the February gold futures price, which was the most actively traded in the gold futures market of the New York Mercantile Exchange, fell by US $0.6 compared with the previous trading day to close at US $1842.6 per ounce, down 0.03%.
overseas index
U.S. stock market: on Thursday, Eastern time, the three major U.S. stock indexes rose and fell collectively. As of the close, the Dow fell 313.26 points, or 0.89%, to 34715.39; The NASDAQ fell 186.24 points, or 1.30%, to 14154.02; The S & P 500 index fell 50.03 points, or 1.10%, to 4482.73.
European stock markets: major European stock indexes rose and fell on Thursday, European time. As of the close, the UK FTSE 100 index closed at 7585.01, down 4.65 points or 0.06% from the previous trading day; France CAC40 index closed at 7194.16, up 21.18 points or 0.30% over the previous trading day; Germany DAX30 index closed at 15912.33, up 102.61 points or 0.65% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed up 307.77 points, or 1.12%, at 27775.0. South Korea’s Kospi index closed up 20.42 points, or 0.72%, at 2862.70.
