[blockbuster news]
the Federal Reserve will announce the interest rate decision
On January 27, the Federal Reserve will announce its interest rate resolution, and Federal Reserve Chairman Powell will hold a monetary policy press conference. Citic Securities Company Limited(600030) believes that the current market generally expects the first interest rate increase by the Federal Reserve to be in March 2022. Under the benchmark situation, Citic Securities Company Limited(600030) judges the time point of the first interest rate increase or in May, but does not rule out the possibility of interest rate increase in March at the earliest. The FOMC interest rate meeting in January and the US inflation and employment data released in the next two months are the key to judge the timing of the Fed’s first interest rate increase.
the first annual report of Shanghai stock market will be released
Next week, the first annual report of Shanghai stock market will be released, and Shanghai Kaikai Industry Company Limited(600272) will submit the 2021 report card on January 28. Panda Financial Holding Corp.Ltd(600599) which originally disclosed the annual report on the same day has changed the time to March 1. In addition, two Shenzhen stock exchange companies will release their annual reports next week, Beijing Compass Technology Development Co.Ltd(300803) and Bus Online Co.Ltd(002188) will disclose the annual results of 2021 on January 25 and January 28, respectively. Among them, Bus Online Co.Ltd(002188) has released the performance forecast, and the expected net profit in 2021 is about 126 million yuan – 176 million yuan, reversing the loss year-on-year.
PMI data of January will be released
On January 30, the National Bureau of statistics will release the PMI data of January. In December 2021, China’s manufacturing PMI was 50.3%, the former value was 50.1%; The non manufacturing business activity index was 52.7%, up from the previous value of 52.3%. In December, the manufacturing PMI rebounded slightly, mainly due to the slight improvement of new orders, the significant increase of raw material inventory, and the continued recovery of manufacturing production and operation after the end of production and power restriction in the early stage.
the ban on restricted shares with a market value of more than 190 billion yuan will be lifted next week
According to wind data statistics, a total of 72 companies’ restricted shares will be lifted successively next week (January 24-january 28), with a total of 7.505 billion shares. Calculated according to the closing price on January 21, the market value of the lifted shares is 194.735 billion yuan. From the market value of lifting the ban, January 24 was the peak of lifting the ban. The market value of 33 companies totaled 70.168 billion yuan, accounting for 36.03% of the scale of lifting the ban next week. According to the closing price on January 21, the top three in the lifting market value are: Pharmaron Beijing Co.Ltd(300759) (46.364 billion yuan), beiteri (41.988 billion yuan) and Cosco Shipping Holdings Co.Ltd(601919) (22.18 billion yuan). In terms of the number of individual shares lifted, the top three lifted shares are: Cosco Shipping Holdings Co.Ltd(601919) (1.328 billion shares), Cinda Real Estate Co.Ltd(600657) (797 million shares), New Hope Dairy Co.Ltd(002946) (694 million shares).
[new share opportunity]
Five new shares will be subscribed next week. According to the sector, there are three on the science and innovation board, one on the gem and one on the Shenzhen main board. According to the schedule, you can apply for Sanyuan biology, CICA security and Dongwei semi guide next Monday, Yuehai group next Thursday and kunhengshunwei next Friday.
