daily collection
21 finance and Economics: the State Council issued the comprehensive work plan for energy conservation and emission reduction in the 14th five year plan. The plan proposes to increase the proportion of new energy vehicles used by urban public transport, leasing, logistics, sanitation and cleaning vehicles. We will fully implement the national six emission standards for automobiles and the national four emission standards for non road mobile diesel machinery, and basically eliminate vehicles with national three and below emission standards. We will further implement the clean diesel engine action and encourage heavy diesel trucks to replace them. Implement the vehicle emission inspection and maintenance system and strengthen the management of vehicle emission recall. Strengthen the promotion and application of clean energy power for ships, and promote the transformation of ship shore power receiving facilities. Vigorously develop intelligent transportation and actively use big data to optimize transportation organization mode. By 2025, the sales volume of new energy vehicles will reach about 20% of the total sales volume of new vehicles, and the proportion of railway and waterway freight will further increase.
interface news: according to the website of the Ministry of housing and urban rural development, the Ministry recently issued the action plan for promoting the development of urban and rural construction in the Yangtze River economic belt during the 14th five year plan. The plan proposes to promote the coordinated development of smart city infrastructure and intelligent Internet connected vehicles. Support Shanghai, Wuxi, Wuhan, Changsha and other cities to promote the coordinated development and technological innovation of smart city infrastructure and intelligent connected vehicles, explore the construction of urban roads, buildings and public facilities integration perception system, aggregate various urban data such as intelligent connected vehicles, intelligent roads and urban buildings, and create a “car City Network” platform supporting multiple applications.
Ministry of Finance: the new round of rural passenger transport and taxi oil price subsidy policy highlights “four invariants”, that is, the nature of subsidy fund transfer payment remains unchanged, it will continue to be issued through general transfer payment, and the local government will make an overall plan to support the development of rural passenger transport and taxi industry; The total amount of subsidies remains unchanged; The base of fee to tax subsidy remains unchanged and is distributed to all provinces (autonomous regions, municipalities directly under the central government, cities specifically designated in the state plan, including BINGTUAN, hereinafter collectively referred to as provinces) according to the current base; A five-year policy cycle remains unchanged. The only change is to make appropriate adjustments to the price increase subsidies, mainly to fine tune the amount of subsidies in each province according to the rural passenger transport operation and the promotion of vehicle electrification in the field of public services.
Shanghai Securities News: the new round of rural passenger transport and taxi oil price subsidy policy highlights “four invariants”, that is, the nature of subsidy fund transfer payment remains unchanged, it will continue to be issued through general transfer payment, and the local government will make an overall plan to support the development of rural passenger transport and taxi industry; The total amount of subsidies remains unchanged; The base of fee to tax subsidy remains unchanged and is distributed to all provinces (autonomous regions, municipalities directly under the central government, cities specifically designated in the state plan, including BINGTUAN, hereinafter collectively referred to as provinces) according to the current base; A five-year policy cycle remains unchanged. The only change is to make appropriate adjustments to the price increase subsidies, mainly to fine tune the amount of subsidies in each province according to the rural passenger transport operation and the promotion of vehicle electrification in the field of public services.
macroeconomic
financial Associated Press: the business management department of the people’s Bank of China held the 2022 monetary and credit work conference in Beijing in the form of video. The meeting required that we should accurately grasp and implement the prudent management system of real estate finance. Adhere to the positioning of “houses are for living, not for speculation”, strengthen the expected guidance, support the reasonable financing needs of real estate enterprises, better meet the reasonable housing needs of buyers, increase housing rental financial support, and promote the virtuous circle and healthy development of the real estate industry.
China Securities News: the reporter learned from the local financial supervision and Administration Bureau of Zhejiang Province on January 24 that the joint meeting of Zhejiang Province to promote the construction of Qiantang River financial harbor recently issued the implementation plan for the development of Qiantang River financial harbor (2021-2025). The plan points out that we will strive to implement the pilot of digital RMB. Under the guidance of the central bank, support eligible regions to declare and carry out digital RMB pilot projects.
financial Associated Press: the Ministry of agriculture and rural areas has decided to amend some provisions of the four regulations of the administrative measures for the safety evaluation of agricultural genetically modified organisms, the measures for the examination and approval of major crop varieties, the administrative measures for the production and operation license of crop seeds and the provisions on the naming of agricultural plant varieties. One paragraph is added to Article 18 of the administrative measures for the safety evaluation of agricultural genetically modified organisms as the second paragraph: “units engaged in agricultural genetically modified organisms are encouraged to establish or share special test bases.”
surging news: Liang Zhifeng, director of the Bureau of small and medium-sized enterprises of the Ministry of industry and information technology, said that special attention should be paid to cultivating a number of “little giant” enterprises in industrial Internet, industrial software, network and data security, intelligent sensors and other professional fields, and cultivating a number of innovative small and medium-sized enterprises in emerging fields such as meta universe, blockchain and artificial intelligence.
industry dynamics
21 finance and Economics: on the 24th, Shanghai Sunshine pharmaceutical procurement network released the document of centralized drug procurement in the Yangtze River Delta (Shanghai, Zhejiang and Anhui) alliance. Shanghai, Zhejiang and Anhui reached an agreement to officially carry out centralized drug procurement in the Yangtze River Delta (Shanghai, Zhejiang and Anhui) alliance. According to the content of the document, a total of 47 varieties participated in the centralized procurement of the alliance, including oral regular release dosage forms, injections, tablets, granules, etc.
Securities Times: Liu Jia, a member of the Guangzhou Municipal Committee of the Chinese people’s Political Consultative Conference, believes that it is suggested that the government should take the lead to build a virtual digital economy of “Yuan universe Guangzhou” and introduce the top-level design scheme of “Yuan universe Guangzhou”. At the same time, it is planned to establish a mixed ownership development subject led by state-owned assets and participated by private enterprises, ensure the state-owned nature of the digital twin economy of “yuancosmos Guangzhou”, absorb the participation of private enterprises that contribute technology, economy and resources to “yuancosmos Guangzhou”, form a scientific and reasonable governance system, and provide organizational guarantee for the construction of “yuancosmos Guangzhou”.
financial Associated Press: the Ministry of transport and the national development and Reform Commission issued a notice on strengthening the construction of inter provincial bottleneck sections of national highways. It is targeted that by 2025, the existing inter provincial bottleneck sections of the national highway network will be basically eliminated, a coordinated and efficient management mode and working mechanism will be basically established, and the national highway network will ensure and improve people’s livelihood Services play an obvious role in building a new development pattern. Looking forward to 2035, the phenomenon of inter provincial bottleneck sections of national highways will be fundamentally solved, with smooth inter provincial connection, complete road network system, high-quality management services and sound working mechanism.
CISA: in mid January, the social inventory of five major varieties of steel in 21 cities was 8.74 million tons, an increase of 810000 tons month on month, an increase of 10.2%, and the inventory rebounded greatly; An increase of 860000 tons over the beginning of the year, an increase of 10.9%; An increase of 70000 tons over the same period last year, an increase of 0.8%.
stock market focus
interface news: Cosco Shipping Holdings Co.Ltd(601919) announced on the evening of January 24 that the net profit in 2021 is expected to be 89.28 billion yuan, a year-on-year increase of about 799.3%.
According to the preliminary calculation of the company, during the reporting period, the freight volume (TEUs) of the company’s container shipping business is expected to be about 26.912 million TEUs, an increase of about 567500 TEUs, an increase of about 2.15% compared with the same period of last year.
Securities Times: Ganfeng Lithium Co.Ltd(002460) (002460) announced on the evening of January 24 that the company’s pre profit in 2021 was 4.8 billion yuan – 5.5 billion yuan, a year-on-year increase of 368.45% – 436.76%. During the reporting period, with the rapid development of new energy vehicles and energy storage industry, the demand for lithium salt from downstream customers increased strongly, the production and sales volume of lithium salt products of the company increased, and the product price continued to rise. The new projects in the lithium battery sector of the company were put into operation and the production capacity was gradually released. Therefore, the operating net profit of the company increased year-on-year.
first finance and Economics: Haitong Securities Company Limited(600837) pointed out that at present, the overall sentiment of the market is unclear. It is recommended that investors patiently wait for a larger rebound opportunity. In the long run, the market value is still relatively dominant, and we can pay close attention to the direction of home appliances, furniture, Baijiu and so on, with good performance support and smaller future negative expectations.
China Fund News: the new energy track was brilliant in 2021, and the net value of the new energy fund was rising. At the beginning of the year, the new energy sector was facing a wave of adjustment. Previously, the fund position adjustment strategy of heavy positions in new energy attracted the attention of investors. With the disclosure of the four seasons report of the fund in 2021, the position adjustment ideas of fund managers also appear on the paper. After combing the four seasons report, the reporter found that a group of star fund managers represented by Lu Bin, the “first brother of new energy” of HSBC Jinxin, Zhao Yi, the star fund manager of Agricultural Bank of China Huili, Cui Chenlong, the champion of public fund in 2021, and SUN Hao, the middle of CITIC Prudential, showed differences in the investment strategy of new energy board in the fourth quarter, and some people were increasing their positions on a large scale, Someone has been warning of risks and began to adjust positions.
Subscription of new shares: none
subscription of new bonds: none
IPO: Baihe shares, Yidong Electronics
new bond listing: none
company news
Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) : is not in MSD’s qualified supplier list system
China Oilfield Services Limited(601808) : it is estimated that the capital expenditure of the company will be about 4.16 billion yuan in 2022
China Railway Construction Corporation Limited(601186) : recently won the bid for a major project of 9.121 billion yuan
Xinjiang Daqo New Energy Co.Ltd(688303) : it is proposed to raise no more than 11 billion yuan for projects with an annual output of 100000 tons of high-purity silicon-based materials
Citic Heavy Industries Co.Ltd(601608) : won the bid for 854 million yuan offshore wind power project
Shanghai International Airport Co.Ltd(600009) : it is estimated that the loss in 2021 will be 1.64 billion yuan – 1.78 billion yuan
Jiangxi Special Electric Motor Co.Ltd(002176) : the net profit in 2021 will increase by 2343% – 3041%
Gigadevice Semiconductor (Beijing) Inc(603986) : the net profit in 2021 is expected to increase by 159% – 175% year-on-year
Anyang Iron & Steel Inc(600569) : the net profit in 2021 is expected to increase by 294.01% to 425.35% year-on-year
Ingenic Semiconductor Co.Ltd(300223) : the net profit in 2021 is expected to increase by 10-12 times year-on-year
Gree Electric Appliances Inc.Of Zhuhai(000651) : the company’s total annual cumulative cash dividends from 2022 to 2024 shall not be less than 50% of the net profit of the year
Zibo Qixiang Tengda Chemical Co.Ltd(002408) : it is proposed to invest in the expansion of 40000 t / a polybutadiene rubber and supporting projects
Jiangxi Fushine Pharmaceutical Co.Ltd(300497) : covid-19 treatment drug related products account for a small proportion of the company’s revenue
Shanghai Tianyang Hotmelt Adhesives Co.Ltd(603330) : proposed to raise no more than 1.2 billion yuan, and the actual controller plans to participate in the subscription
data list
Shanghai and Shenzhen Stock Markets: on the morning of 24, the three major indexes collectively opened low, and then fluctuated and turned red. In the afternoon, the three indexes maintained a narrow range. The concept of lithium extraction from Salt Lake rose sharply, and the concept stocks of meta universe rose. As of the close, the Shanghai index rose 0.04%, the Shenzhen Composite Index rose 0.37% and the gem index rose 0.72%. On the disk, mineral products, electrical equipment, chemical fiber and other sectors led the rise, while warehousing and logistics, food and beverage and other sectors led the decline.
Hong Kong stocks: Hong Kong’s Hang Seng Index fell 1.24%, Hang Seng technology index fell 2.84%, led by Internet technology stocks, BiliBili fell more than 8%, Alibaba fell more than 6% and JD fell more than 5%. Huabao international fell 66%, and Zhu linyao, the actual controller, was put on file for investigation.
Shanghai Shenzhen Hong Kong stock connect: on January 24, northbound funds bought a net 3.452 billion yuan. Among them, the net purchase of Shanghai Stock connect was 2.113 billion yuan and that of Shenzhen Stock connect was 1.339 billion yuan. Among the top ten traded stocks, China Merchants Bank Co.Ltd(600036) , Huatai Securities Co.Ltd(601688) , Wuliangye Yibin Co.Ltd(000858) net purchases ranked among the top three, with net purchases of 1.187 billion yuan, 464 million yuan and 425 million yuan respectively. The top three stocks that were net sold were Jiangsu Hengrui Medicine Co.Ltd(600276) , Wuxi Apptec Co.Ltd(603259) and China stock market news, with net sales of 664 million yuan, 327 million yuan and 322 million yuan respectively.
dragon tiger list: on January 24, among the stocks on the list, the largest net capital inflow was Ganfeng Lithium Co.Ltd(002460) , which was 242 million yuan. The data showed that the stock closed within the daily limit, with a turnover rate of 5.64% and a turnover of 6.335 billion yuan. The top net inflow of funds was Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, which bought 132 million yuan. A total of 33 stocks were involved in the institutional participation in the dragon and tiger list, of which 14 were net bought by the institution, and Jc Finance & Tax Interconnect Holdings Ltd(002530) was the most bought, amounting to 219 million yuan. In addition, 19 shares were net sold by institutions, Zhewen Interactive Group Co.Ltd(600986) was the most sold, with a net sales of 139 million yuan in the three days.
margin trading : as of January 21, the balance of two financial transactions in Shanghai and Shenzhen was 1781.878 billion yuan, a decrease of 13.892 billion yuan compared with the previous trading day. Among them, the financing balance was 1676.502 billion yuan, a decrease of 11.971 billion yuan compared with the previous trading day; The balance of securities lending was 105.376 billion yuan, a decrease of 1.921 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.9350% overnight, down 12.8 basis points; Shibor reported 2.1320% in 7 days, up 2.0 basis points; Three month Shibor reported 2.4650%, down 0.1 basis points.
foreign exchange
On January 24, the central parity rate of RMB was reported at 6.3411, up 81 points, and the central parity rate of the previous trading day was reported at 6.3492.
The onshore RMB closed at 6.3320 against the US dollar, up 77 points from the previous trading day.
property market observation
surging news: on January 24, the general office of Zhejiang provincial government issued the government work report for 2022, which made it clear that this year, Zhejiang will build and raise 300000 sets of affordable rental housing, and start to transform at least 600 and 7500 old urban communities.
surging news: on January 24, Sichuan Provincial People’s government released the work report of Sichuan Provincial People’s Government in 2022. The work report makes it clear that Sichuan will strengthen risk prevention and control in key areas in 2022. We will improve the incentive and restraint mechanism linking the performance of government debt risk resolution with the new debt limit, and resolutely curb the new government implicit debt. Strengthen the effective supervision of capital according to law, and support and guide the standardized and healthy development of capital. “One floor, one policy” classifies and resolves the hidden dangers of real estate risks, and resolutely prevents the transmission of real estate risks to finance, society and other fields.
international information
interface news: Panasonic plans to invest about 80 billion yen ($700 million) to build a battery plant in Japan. In addition, Panasonic will produce 4680 prototype batteries for Tesla as early as 2023. The report points out that Panasonic will produce 4680 batteries in a factory in Japan’s goshan Prefecture, with an annual output of about 10 gigawatt hours, equivalent to providing batteries for 150000 cars. The new battery pack can extend the range by about a fifth.
China Central Television news client: on January 24 local time, Toshiba’s subsidiary producing semiconductor products issued a statement saying that due to the strong offshore earthquake in Kyushu in the early morning of the 22nd, some sub equipment of a semiconductor production base in daifen city was damaged. At present, production has been suspended, and the time for resumption of production has not been determined. Relevant impacts are being confirmed.
futures market
China Futures: most of China’s commodity futures closed down, with the black series leading the decline, with LPG and stainless steel down more than 4%, power coal and coking coal down more than 3%, red jujube, No. 20 rubber, pig, rubber, pulp, Shanghai aluminum and ferrosilicon down more than 2%, and Shanghai Bank, Shanghai zinc, PVC, coke and iron ore down more than 1%. Eggs, beans, PTA and staple fiber increased by more than 1%.
International Futures: the February gold futures price, which was the most active in the gold futures market on the New York Mercantile Exchange, rose US $9.9 on the 24th from the previous trading day to close at US $1841.7 per ounce, or 0.54%.
overseas index
US stock market: tensions between Russia and Ukraine increased and the market fluctuated violently. U.S. stocks rebounded rapidly in late trading, and the three major indexes collectively closed up. The NASDAQ rose 0.63% and fell nearly 5% during the session; The Dow rose 0.29% and fell more than 3.2% during the session; The S & P 500 index rose 0.28% and fell about 4% during the session.
European stock market: London stock market, the financial times 100 stock average price index 24 closed at 7297.15, down 196.98 points or 2.63% from the previous trading day. France Paris Stock Market CAC40 index closed at 6787.79 points, down 280.80 points or 3.97% from the previous trading day; Germany’s Frankfurt DAX index closed at 15011.13, down 592.75 points or 3.80% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed up 0.24% to 27588.37 points. South Korea’s Kospi index closed down 42.23 points, or 1.49%, at 2792.06.
