daily collection
financial Associated Press: Li Keqiang chaired a symposium of experts and entrepreneurs to solicit opinions and suggestions on the government work report. Li Keqiang stressed the need to maintain the continuity and stability of macro policies, enhance pertinence, reasonably increase policy efforts, and pay attention to interval and directional regulation. We will implement a combined and large-scale tax reduction and fee reduction policy, adhere to the principle of not engaging in flood irrigation or extensive irrigation, and maintain reasonable and sufficient liquidity. Take comprehensive measures to reduce the financing costs of enterprises, especially small, medium-sized and micro enterprises. We will ensure the supply of electricity, coal and other energy sources and stabilize grain production.
interface news: on January 21, the Ministry of communications publicly released the “14th five year plan” for green transportation development. In the context of “double carbon”, this plan will be the guiding direction for the energy structure adjustment and emission reduction of the transportation industry in the next few years.
National Development and Reform Commission: the national development and Reform Commission and other departments issued Implementation Opinions on further improving the service support capacity of electric vehicle charging infrastructure. By the end of the 14th five year plan, China’s electric vehicle charging support capacity will be further improved, and a moderately advanced, balanced, intelligent and efficient charging infrastructure system will be formed, which can meet the charging demand of more than 20 million electric vehicles.
financial Associated Press: the Ministry of industry and information technology and other three departments issued the action plan for high quality development of environmental protection equipment manufacturing industry (2022-2025). By 2025, the technical level of the industry will be significantly improved, breakthroughs will be made in a number of key short board technical equipment restricting the development of the industry, and the supply capacity of high-efficiency, low-carbon and environmental protection technical equipment products will be significantly improved to fully meet the needs of major environmental governance. The comprehensive strength of the industry has been continuously strengthened, the core competitiveness has been steadily improved, a number of specialized and new “little giants” enterprises have been created, and a number of single champion manufacturing enterprises in subdivided fields with international competitive advantages have been cultivated, forming a new pattern of financing and development of upstream, middle and downstream, large, medium and small enterprises, and the diversified and complementary development model has become more prominent. The output value of environmental protection equipment manufacturing industry will strive to reach 1.3 trillion yuan.
macroeconomic
on the news: in response to a question about the development of new energy vehicles, Gong Zheng said that in recent years, Shanghai has launched a number of support policies from both supply and demand, and will also issue implementation opinions in the near future, such as promoting infrastructure construction such as charging and changing electricity. Many new energy vehicles are intelligent networked vehicles. Since the second half of last year, the problem of “core shortage” of intelligent networked vehicles is relatively serious. Therefore, Shanghai is also strengthening the production of vehicle specification chips to solve the problem of “core shortage” as soon as possible. In the next step, we will continue to comprehensively promote technology R & D standards, formulate and promote application data security and infrastructure construction, and accelerate the cultivation and development of new advantages in the new energy vehicle competition.
CSRC: on January 21, 2022, the Supreme People’s Court issued several provisions of the Supreme People’s Court on trying civil compensation cases of misrepresentation infringement in the securities market. The promulgation of the several provisions is a major measure to implement the opinions of the general office of the CPC Central Committee and the general office of the State Council on strictly cracking down on securities illegal activities according to law. It is an important achievement in improving the basic system of the capital market. It helps to improve the cost of violations of laws and regulations in the capital market, urge all parties involved in the market to return to their responsibilities, and safeguard the legitimate rights and interests of investors, It is of great significance to comprehensively deepen the reform of the capital market and form a good ecology of the capital market.
Securities Times website: on January 21, Huang Runqiu, Minister of the Ministry of ecological environment, presided over the executive meeting of the Ministry, reviewed and approved in principle the implementation plan for environmental impact assessment and pollutant discharge permit during the 14th Five Year Plan period and the opinions on Further Strengthening the prevention and control of heavy metal pollution. The meeting stressed that during the “14th five year plan” period, the prevention and control of heavy metal pollution should aim at effectively preventing and controlling the environmental risks of heavy metals, focus on the emission reduction of key heavy metal pollutants, carry out in-depth comprehensive treatment of heavy metal pollution in key industries, and effectively maintain the safety of the ecological environment and the health of the people. The formulation and implementation of the prevention and control opinions is a specific action to further strengthen the emission control of heavy metal pollutants and fight a tough battle of pollution prevention and control.
China News Network: on the 21st, seven departments including the national development and Reform Commission issued the guiding opinions on accelerating the construction of waste material recycling system, proposing to promote the development of second-hand commodity trading and remanufacturing industry, including enriching second-hand commodity trading channels and improving the second-hand commodity trading management system. The opinions put forward that we should enrich the channels for the second-hand goods trading, encourage the development of the “Internet plus second-hand” mode, promote the standardized development of the online trading platform for second-hand goods, and improve the efficiency of the second-hand commodity trading.
industry dynamics
brokerage China: recently, Zou LAN, director of the financial market department of the central bank, revealed at the 2021 Financial Statistics Press Conference held by the state information office that as of December 31, 2021, China’s digital RMB pilot scenarios had exceeded 8.0851 million, opening 261 million personal money bags and a transaction amount of 87.565 billion yuan.
financial Associated Press: the reporter learned from the Byd Company Limited(002594) official that due to the sharp rise in the price of raw materials and the decline of new energy car purchase subsidies, Byd Company Limited(002594) cars will adjust the official guidance prices of new energy models related to dynasty.com and ocean.com by 1000-7000 yuan. The price adjustment will take effect on February 1. Customers who pay a deposit before that will not be affected by the price adjustment.
Shanghai Securities News: pvinfolink, a third-party industry consulting agency, said that the dense polysilicon material rose to 234 yuan / kg on the 19th, up 1.7% month on week. However, many industry insiders believe that the new capacity of silicon material will be greatly released in 2022, and the price of silicon material will be under great pressure. The high price of silicon material was a key factor restricting the demand for photovoltaic last year. With the decline of silicon material price, this year may be an important year for the competition of new technologies in the photovoltaic industry.
China business network: at present, the “fire” of yuanuniverse is becoming more and more popular, which has swept many industries and fields. With the popularity of the concept of meta universe around the world, XR (extended reality) industry, as an important “entrance” to the meta universe, has ushered in development opportunities. The report shows that it is expected that by 2025, the shipment of XR headset equipment is expected to exceed 100 million units, an increase of nearly 10 times over 2021.
stock market focus
China Securities News: according to the rules of Shanghai and Shenzhen Stock Exchange, January 31 is the deadline for GEM companies and other companies with large fluctuations in performance to release performance forecasts for 2021. The performance forecasts of these companies will be intensively released next week, and next Friday night may be another crazy thunder night.
The explosion has begun. On the evening of the 21st, Wens Foodstuff Group Co.Ltd(300498) , Cosco Shipping Energy Transportation Co.Ltd(600026) , Huadian Energy Company Limited(600726) , Zhejiang Unifull Industrial Fibre Co.Ltd(002427) , Raisecom Technology Co.Ltd(603803) exploded one after another, resulting in a loss of 13-13.8 billion yuan, 4.92-5.12 billion yuan, 3 billion yuan, 1.15-1.55 billion yuan and 820-850 million yuan respectively. Among them, Huadian Energy Company Limited(600726) may be warned of delisting risk, and the other four companies said they planned to withdraw large asset impairment.
first finance and Economics: Haitong Securities Company Limited(600837) pointed out that at present, the market sentiment is highly divided and the short-term direction is uncertain. On the 21st, the transaction volume fell below trillion, and the upward capacity is obviously insufficient. At the same time, the continuous rise of 10-year US bond interest rate has also caused certain pressure on growth stocks, and there is still the possibility of decline in the short term. It is suggested that investors control their positions, Be alert to the risks brought by the continuous fluctuation of the market years ago. In the long run, the market liquidity will rise steadily and slowly. There is room for rise in industries with clear valuation context after the year. We will actively layout the market opportunities after the festival, and focus on the digital economy with strong policy support, green consumption of new energy and blue chips with good liquidity, such as banking, infrastructure, etc.
Citic Securities Company Limited(600030) research: with the continuous improvement of the consensus on the main line of stable growth and the end of emotional catharsis, it is expected that the market capital will resume inflow, and the “bottom of the market” is gradually approaching. It is suggested to stick to the main line of “stable growth” and continue to lay out high-quality blue chips around the “two low positions” to meet the starting point of the market in the first half of the year.
China Securities News Agency: recently, the A-share index continued to fall, and individual stocks continued to fall. Many investors are worried that there may be an increase in financing explosion cases and lead to stampede risk. However, according to the reporter’s investigation, the risk of “two financial stampedes” of A-Shares may not be as big as expected for the time being. A two finance practitioner of a head securities firm in Shenzhen said that at present, there is no risk of two finance positions explosion, and the overall situation is controllable. Another general manager of the business department of medium-sized securities companies said that although the early warning of closing positions has increased recently, the increase is not large and the overall situation is good.
Subscription of new shares: Dongwei semi guide, AsiaInfo security and Sanyuan biology
subscription of new bonds: Haomei convertible bonds and Huazheng convertible bonds
IPO: wanlang magnetic plastic
listing of new bonds: Hangguo convertible bonds
company news
Hangzhou Silan Microelectronics Co.Ltd(600460) : the net profit in 2021 is expected to increase by 2145% – 2165% year-on-year
Tianjin Lisheng Pharmaceutical Co.Ltd(002393) : the net profit in 2021 increased by 1177% – 1525% year-on-year
Henan Shenhuo Coal&Power Co.Ltd(000933) : net profit in 2021 increased by 767% year-on-year
Ninestar Corporation(002180) : the net profit in 2021 is expected to increase by 644% to 778% year-on-year
Huafon Chemical Co.Ltd(002064) : the net profit in 2021 is expected to increase by 244% – 255% year-on-year
Eaglerise Electric & Electronic (China) Co.Ltd(002922) : the net profit in 2021 increased by 220.8% – 308.29% year-on-year
Ecovacs Robotics Co.Ltd(603486) : the net profit in 2021 increased by 211% – 219% year-on-year
Beijing-Shanghai High Speed Railway Co.Ltd(601816) : the net profit in 2021 is expected to increase by 42% – 57% year-on-year
Wens Foodstuff Group Co.Ltd(300498) : the expected loss in 2021 is 13-13.8 billion yuan
Infund Holding Co.Ltd(002141) : shareholders plan to reduce their shares by no more than 7.48%
Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) : CSI Kaiyuan and the persons acting in concert intend to reduce their shares by no more than 6%
Jinyuan Ep Co.Ltd(000546) : Chairman Xu Gang plans to increase his shareholding by no less than 15 million yuan
Cosco Shipping Energy Transportation Co.Ltd(600026) : pre loss of 4.92 billion yuan – 5.12 billion yuan in 2021
China Mobile: the actual controller plans to increase the company’s shares by 3-5 billion yuan
data list
Shanghai and Shenzhen Stock Markets: on January 21, the stock indexes of the two markets opened low and went low. As of the closing, the Shanghai index fell 0.91%, the Shenzhen composite index fell 1.19% and the gem index fell 1.02%; In terms of sectors, the coal sector rose sharply, Shanxi Coal International Energy Group Co.Ltd(600546) , Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) , Anyuan Coal Industry Group Co.Ltd(600397) and other limits; The tourism sector rose sharply, Xi’An Qujiang Cultural Tourism Co.Ltd(600706) , Yunnan Tourism Co.Ltd(002059) and other price limits. On the news, the State Council issued the “14th five year plan” for tourism development. Wine making, lithium ore, etc. were among the top gainers. Covid-19 drug concept and covid-19 detection fell sharply. More than 3100 stocks in the two markets fell.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 0.05%, Hang Seng technology index fell 0.44%, biomedical class B stocks fell sharply, geley pharmaceutical-b fell more than 19%, and Cansino Biologics Inc(688185) biological-b fell more than 8%. Technology stocks generally fell, Ruisheng technology fell by more than 5%, and Alibaba, Netease and Shunyu optics fell by more than 3%. Beverage, catering and tourism sectors rose, with Ctrip up more than 7% and same-way travel up more than 5%.
Shanghai Shenzhen Hong Kong stock connect : on January 21, the north capital bought a net 8.758 billion yuan, including 4.351 billion yuan for Shanghai Stock connect and 4.407 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, Wuliangye Yibin Co.Ltd(000858) , China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) were among the top three, with net purchases of 1.198 billion yuan, 1.092 billion yuan and 970 million yuan respectively. The net sales of Sany Heavy Industry Co.Ltd(600031) , Wuxi Apptec Co.Ltd(603259) , Contemporary Amperex Technology Co.Limited(300750) ranked among the top three, with net sales of 500 million yuan, 393 million yuan and 131 million yuan respectively.
dragon tiger list: on January 21, among the stocks on the list, the largest net capital inflow was Changchun High And New Technology Industries (Group) Inc(000661) , with a net inflow of 110 million yuan in the three days. Data show that the stock has fallen by the limit for three consecutive trading days, with a cumulative decline of 27.1%. The net inflow of funds into the top Shenzhen Stock connect seats, with a net purchase of 181 million yuan on the third day. A total of 32 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 were net bought by the institution, Northking Information Technology Co.Ltd(002987) was the most bought, with a total of 80.5023 million yuan. In addition, 20 shares were sold by institutions, and Avic Aviation High-Technology Co.Ltd(600862) was sold the most, with a net sales of 474 million yuan in three days.
margin trading : as of January 20, the balance of two financial transactions in Shanghai and Shenzhen was 1795.77 billion yuan, a decrease of 10.787 billion yuan compared with the previous trading day. Among them, the financing balance was 1688.473 billion yuan, a decrease of 10.297 billion yuan compared with the previous trading day; The balance of securities lending was 107.297 billion yuan, a decrease of 490 million yuan compared with the previous trading day.
Shibor : Shibor reported 2.0630% overnight, up 2.8 basis points; Shibor reported 2.1120% in seven days, down 0.1 basis points; Three month Shibor reported 2.4660%, down 0.5 basis points.
foreign exchange
On January 21, the central parity rate of RMB was reported at 6.3492, down 7 points, and the central parity rate of the previous trading day was reported at 6.3485. The onshore RMB closed at 6.3397 against the US dollar at 16:30, up 26 basis points from the previous trading day.
property market observation
China Securities News: according to the news released by the official wechat of the Information Office of Dalian municipal government on January 21, Dalian Municipal Bureau of housing and urban rural development and other departments jointly issued the “implementation plan for continuous improvement and standardization of the order of the real estate market in Dalian”, focusing on the prominent problems of the order of the real estate market and the difficulties and pain points strongly reflected by the people, We will continue to rectify and standardize the order of the real estate market and strive to effectively curb violations in the real estate market in about three years.
China News Network: when delivering the “government work report” at the fifth session of the Sixth National People’s Congress of Hainan Province on the 21st, Feng Fei, governor of Hainan Province, said that this year, Hainan will build 50000 sets of secure housing and provide 14000 sets of affordable rental housing and public rental housing. Reasonably arrange the supply of commercial housing in a planned and rhythmic way, and promote the virtuous circle and healthy development of the real estate industry.
China Business News: in early January 2022, the lending rate of second-hand housing loans in Beijing significantly accelerated, and some banks have digested the housing loans that could not be released by the end of 2021. Similarly, many second-hand houses sold in early January 2022 also took the “express” of lending, and the cycle from transfer to lending is about one week. In the second half of 2021, when it is difficult to lend, this link will be extended to more than three months.
international information
Xinhuanetco.Ltd(603888) : European Commission President von delaine announced at the 2022 World Economic Forum Video Conference on the 20th that the EU chip bill will be introduced in February, aiming to increase the EU chip capacity from 10% of the world’s current capacity to 20% by 2030.
China Central Television finance and Economics: recently, with the rapid spread of “Omicron mutant strain”, the epidemic curve in the United States “almost rises vertically”, and the number of newly confirmed cases in a single day has repeatedly reached a new high. The epidemic situation is grim. The problem of “difficult detection” of covid-19 virus in the United States has become increasingly prominent. There has even been a competition between state governments and the federal government for free kits.
first finance: Lagarde said that unlike the United States, there is no excess demand in the euro area. The demand in the United States has exceeded 30% before the epidemic, but the euro area has only returned to the level before the epidemic. The euro area and the United States are not recovering at the same time, so they will not take action at the same time. At present, the core inflation rate in the United States is as high as 5.5% and that in the eurozone is only 2.6%.
futures market
China Futures: China’s commodity futures closed up or down, with soda ash up nearly 5%, Shanghai nickel up more than 4%, LPG up more than 3%, Shanghai silver, rapeseed meal, soybean oil, iron ore and glass up more than 2%, pulp, palm, soybean meal, apple, Douyi and Shanghai tin up more than 1%. Manganese silicon and styrene fell by more than 3%, No. 20 rubber, staple fiber, coking coal, rubber, PTA and ethylene glycol fell by more than 2%, and crude oil, ferrosilicon, coke and low sulfur fuel oil fell by more than 1%.
International Futures: on Friday, US Eastern time, the international oil price closed down slightly. As of the close, March crude oil futures in New York closed down US $0.41, or 0.48%, to US $85.14/barrel; Brent March crude oil futures closed down US $0.49, or 0.55%, at US $87.89/barrel. The international gold price fell. As of the closing, the February gold futures price, the most active trading in the gold futures market of the New York Mercantile Exchange, fell $10.8 to close at $1831.8 an ounce, or 0.59%.
overseas index
U.S. stock market: on Friday, Eastern time, the three major indexes of the U.S. stock market closed down. As of the close, the NASDAQ index fell 2.72% and fell 7.55% this week; The S & P 500 index fell 1.89% and fell 5.68% this week; Both the S & P 500 index and the NASDAQ index recorded the largest weekly decline since late March 2020; The Dow fell 1.30% and fell 4.58% this week, the largest weekly decline since November 2020.
European stock market: on Friday, European time, the main indexes of European stocks fell across the board. As of the close, the 21st daily average price index of 100 stocks of the financial times in London stock market closed at 7494.13, down 90.88 points or 1.20% from the previous trading day; France’s Paris Stock Market CAC40 index closed at 7068.59, down 125.57 points or 1.75% from the previous trading day; Germany’s Frankfurt stock market DAX index closed at 15603.88, down 308.45 points or 1.94% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index fell 0.86% to 27533.50. South Korea’s Kospi index closed down 28.39 points, or 0.99%, at 2834.29.
