1 Kweichow Moutai Co.Ltd(600519) return to the number one heavy position stock of public fund
According to AI express, the just disclosed four seasons report of 2021 fund shows that by the end of last year, Kweichow Moutai Co.Ltd(600519) exceeded Contemporary Amperex Technology Co.Limited(300750) , and returned to the number one heavy position stock of public fund. According to the statistics of Tianxiang investment adviser, the total market value of Kweichow Moutai Co.Ltd(600519) held by the fund with heavy positions is 121.96 billion yuan, exceeding 119.96 billion yuan of Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) has become the “favorite of public offering” again by a narrow margin. (SSE report)
2 [before us stock market] offshore RMB hit a new high against the US dollar since May 2018; Russia RTS index once fell 10%
List of important news before the US stock market on January 24 ① the situation in Russia and Ukraine continued to be tense, and the Russian RTS index once fell by 10%; ② the initial value of the euro zone Manufacturing Purchasing Managers’ index in January was reported as 59, and analysts estimated that 57.5; The initial value of the business activity index of the service industry in January was 51.2, and analysts expected 52. ③ The offshore RMB hit a new high against the US dollar since May 2018 and is now at 6.3251. ④ Bitcoin fell below $34000 / piece, the first time since July last year, and has fallen nearly 20% in the past seven days. ⑤ The UK manufacturing PMI recorded 56.9 in January, the lowest since February 2021. ⑥ Germany’s manufacturing PMI in January reported an initial value of 60.5, with an expected 57; The initial value of the comprehensive output index in January was 54.3, with an expected 49.4. ⑦ GBP / USD fell to an 18 day low of 1.3514 against the US dollar, down 0.28% during the day. ⑧ Goldman Sachs: the short-term risk of European natural gas supply persists. The uncertainty surrounding European natural gas supply will last until summer and may even last until 2025. ⑨ According to the Research Report of analyst amarpereet Singh, Barclays raised its 2022 Brent crude oil price forecast to $85 / barrel and WTI crude oil price forecast to $82 / barrel, both of which increased by $5 / barrel. ⑩ At 22:45 Beijing time, Markit manufacturing, comprehensive and service PMI in January.
3 do you want to retreat? Fund manager: “my mother-in-law has been forced to invest for a long time”
After AI express, Sheng Fengyan, the quantitative investment director of Western Lide, said frankly on his microblog that “he lost his mother-in-law’s one-year pension”, which triggered a heated discussion in the market. Recently, the Western gains China Securities 500 index enhancement fund managed by Sheng Fengyan announced the employment of additional fund managers. Some netizens commented: “I’m afraid I’m going to run away, because my mother-in-law has suffered a lot.” Sheng Fengyan responded: “my mother-in-law has been forced to ‘invest for a long time’, and the income will not be bad if it is elongated.” He said that from historical experience, as long as long as long-term investment is achieved, no matter what the underlying logic is (believe in the national government, believe in the economic law, forget the account password, believe in the son-in-law), the effect will be much better than the short-term band. (SSE report)
5 Yunnan Energy New Material Co.Ltd(002812) equity incentive plan: the revenue growth rate in 2022 shall not be less than 150%
After AI express, on January 24, Yunnan Energy New Material Co.Ltd(002812) disclosed the stock option and restricted stock incentive plan, and the total number of stock rights and interests to be granted to incentive objects shall not exceed 3.1709 million. The exercise price of stock options granted is 265.36 yuan / share, and the grant price of restricted shares is 64.48 yuan / share. Performance assessment objectives of each year: Based on the operating revenue in 2021, the growth rate of operating revenue in 2022 shall not be less than 150%; Based on the operating revenue in 2021, the growth rate of operating revenue in 2023 shall not be less than 180%; Based on the operating revenue in 2021, the growth rate of operating revenue in 2024 shall not be less than 210%.
