Closing comprehensive review
A shares:
The three major A-share indexes fell unilaterally today, with a decline of more than 2%. More than 4300 stocks in the two cities fell, more than 100 stocks fell or fell by more than 10%, and less than 300 stocks rose. As of the close, the Shanghai Composite Index fell 2.58%, the Shenzhen composite index fell 2.83% and the gem index fell 2.67%. On the disk, subject stocks fell across the board, and the overall decline of yuanuniverse, digital currency, online games, Hongmeng concept, information security, data center, UHV and other sectors exceeded 5%.
Citic Securities Company Limited(600030) pointed out that the "market bottom" is gradually approaching, and it is suggested to continue to focus on the "two low" layout of blue chips. First of all, the data show that the time point of the greatest downward pressure on the economy has passed, but the dependence on policies is still strong. The local "two sessions" show that there is an obvious trend of stabilizing the economy with investment, and after the monetary force is stronger than expected, the relay of other ministries, commissions and local governments is expected to form policy synergy, and the "policy bottom" has been clear. Secondly, the emotional catharsis caused by the collapse of high-level groups is coming to an end. The short-term adjustment of the market deviates from both the trend of monetary easing and the fundamental trend of policy support. The differentiation of internal and external capital behavior is also evidence that the "emotional bottom" is coming. Finally, with the continuous improvement of the consensus on the main line of stable growth and the end of emotional catharsis, it is expected that market funds will resume inflow, and the "market bottom" is gradually approaching. It is suggested to stick to the main line of "stable growth" and continue to layout high-quality blue chips around the "two low positions" to meet the starting point of the market in the first half of the year.
Hong Kong stocks:
All three major indexes of Hong Kong stocks fell. As of the close, the Hang Seng Index fell 1.67%, the red chip index fell 1.28% and the state-owned enterprise index fell 1.79%.
Asia Pacific Stock Market:
The Nikkei 225 index fell 1.66% and South Korea's Kospi index fell 2.56%.
count a shares:
1. The turnover of the two cities was 936.862 billion yuan, falling below trillion yuan for three consecutive days.
2. The total net sales of northbound funds were 3.574 billion yuan, including 1.372 billion yuan for Shanghai Stock connect and 2.202 billion yuan for Shenzhen Stock connect. Northbound funds suspended net purchases for seven consecutive days.
3. The net outflow of the main funds of the two cities was 35.878 billion yuan, the net purchase amount of the main funds for leisure services and light industry manufacturing ranked first, and the net sales amount of the main funds for medicine, biology, electronics and non bank finance ranked first.
Hot spot focus
1. Ministry of Finance: new and stronger combined tax and fee reduction measures will be implemented in 2022
Xu Hongcai, Vice Minister of finance, said at the press conference of the State Council Information Office held on the 25th that new and stronger combined tax and fee reduction measures will be implemented in 2022 according to the needs of market subjects. We will strengthen the retention, deduction and refund of value-added tax, improve the policy of adding and deducting R & D expenses, promote investment in equipment upgrading and technological transformation of manufacturing enterprises, and promote industrial transformation and upgrading. Continue to implement the tax reduction and fee reduction measures to support small and micro enterprises and individual industrial and commercial households that expire at the end of 2021, so as to further alleviate the operating pressure of small and micro enterprises. The central government will continue to increase transfer payments to local governments, promote the sinking of financial resources to the grass-roots level of cities and counties, and avoid local discounts on tax cuts and fees due to lack of financial resources. We will resolutely crack down on tax evasion and tax fraud, and resolutely stop arbitrary collection of fees.
2. Ministry of housing and urban rural development: by 2035, the core competitiveness of "built in China" will take the lead in the world and become a world power in intelligent construction
The Ministry of housing and urban rural development issued the "14th five year plan" for the development of the construction industry, which proposed to build a modern construction industry development system with effective market mechanism, controllable quality and safety, strong standard support and dynamic market players with the goal of building a world construction power. By 2035, the development quality and efficiency of the construction industry will be greatly improved, the construction industrialization will be fully realized, the construction quality will be significantly improved, the innovation ability of enterprises will be greatly improved, the high-quality talent team will be established in an all-round way, and the overall advantages of the industry will be significantly enhanced. The core competitiveness of "built in China" will take the lead in the world and enter the ranks of intelligent construction powers in the world, Comprehensively serve the construction of a modern and powerful socialist country. During the 14th Five Year Plan period, the policy system and industrial system for the coordinated development of intelligent construction and new building industrialization were basically established, and the proportion of prefabricated buildings in new buildings reached more than 30%. A number of Internet platforms for construction industry were created, a number of building Siasun Robot&Automation Co.Ltd(300024) landmark products were formed, and a number of industrial bases for intelligent construction and prefabricated buildings were cultivated.
3. Shanghai released the three-year action plan for building an innovation highland of network security industry
The action plan of Shanghai for building a new high in network security industry (2021-2023) was officially released. The action plan focuses on the three key tasks of "industry + supply", "industry + application" and "ecology + policy", and specifically promotes the implementation of 17 tasks. Strengthen the R & D and industrialization of key technologies, and support key enterprises to strengthen the R & D and industrialization of key technologies around new fields such as meta universe, biometric security and emerging communication, new architectures such as trusted computing, zero trust security and federal learning, new technologies such as artificial intelligence and quantum computing, as well as cryptography and information innovation.
4. Ministry of Finance: in 2021, the national general public budget revenue exceeded 20 trillion, with a year-on-year increase of 10.7%
On January 25, Vice Minister of Finance Xu Hongcai said in the release of the state information office that the national general public budget revenue in 2021 was 20.25 trillion yuan, an increase of 10.7% over the previous year and 6.4% over 2019. Both the central and local governments have certain excess income, which is mainly due to the restorative growth of the economy and the higher rise of the ex factory price of industrial production.
Company news
1, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) : the net profit in 2021 is expected to increase by 70% - 80% year-on-year
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) (600809) announced on January 25 that the net profit attributable to shareholders of listed companies is expected to be 5.234 billion yuan - 5.542 billion yuan in 2021, an increase of 2.155 billion yuan - 2.463 billion yuan over the same period of last year, a year-on-year increase of 70% - 80%. During the reporting period, the company continued to deepen the "1357 + 10" market layout, increased market expansion in the south of the Yangtze River, and promoted steady breakthroughs in Jiangsu, Zhejiang, Shanghai, Anhui, Guangdong and other markets; Adhering to the product strategy of "grasping blue and white, strengthening waist and stabilizing glass Fen", we further optimized the product structure and achieved high growth in business performance during the year.
2, Anhui Zhongyuan New Materials Co.Ltd(603527) : the net profit in 2021 increased by 97.46% year-on-year to 141.34%
Anhui Zhongyuan New Materials Co.Ltd(603527) (603527) announced on January 25 that the company expects to realize a net profit attributable to shareholders of listed companies of 124 million yuan to 151 million yuan in 2021, with a year-on-year increase of 97.46% to 141.34%. The production and sales volume of the company increased in 2021. At the same time, the product structure of the company was optimized and adjusted. Therefore, the profitability increased greatly.
3, Zhejiang Hangke Technology Incorporated Company(688006) : won the bid Eve Energy Co.Ltd(300014) 497 million yuan lithium battery production equipment
Zhejiang Hangke Technology Incorporated Company(688006) (688006) announced on January 25 that the company recently received a fixed-point notice sent by Eve Energy Co.Ltd(300014) via email. The bid winning project is lithium battery production equipment, with a bid winning amount of 497 million yuan.
4, Yonyou Network Technology Co.Ltd(600588) disclosure of fixed increase results: Gaoyi assets were allocated 400 million yuan
Yonyou Network Technology Co.Ltd(600588) (600588) disclosed the fixed increase results on January 25, and determined that the issue price was 31.95 yuan / share, the number of shares issued was 166 million, and the total amount of funds raised was 5.298 billion yuan. Among them, hhlr Management Co., Ltd. was allocated 1 billion yuan, e fund was allocated 253 million yuan, Gaoyi asset Xiaofeng No. 1 was allocated 200 million yuan, Gaoyi asset Xiaofeng No. 2 was allocated 200 million yuan, and Ge Weidong was allocated 200 million yuan.
5, Xcmg Construction Machinery Co.Ltd(000425) : the net profit in 2021 is expected to increase by 47.5% - 60.91%
Xcmg Construction Machinery Co.Ltd(000425) (000425) announced on January 25 that the company's pre profit in 2021 was 5.5-6 billion yuan, a year-on-year increase of 47.50% - 60.91%. During the reporting period, the company's operating revenue continued to grow steadily and its profitability increased significantly.
6, Nanjing Hanrui Cobalt Co.Ltd(300618) : the net profit in 2021 is expected to increase by 79.37% - 109.27%
Nanjing Hanrui Cobalt Co.Ltd(300618) (300618) released the performance forecast on January 25. It is estimated that the net profit attributable to the parent company will be 600 million yuan to 700 million yuan in 2021, with a year-on-year increase of 79.37% - 109.27%. The expected increase in performance during the reporting period is mainly due to the company's industrial layout advantages, the release of production capacity of raised investment projects, the growth of cobalt demand in the new energy vehicle industry, the increase of sales volume of cobalt and copper products, the increase of sales price and the improvement of profitability.
7, Shenzhen Sunnypol Optoelectronics Co.Ltd(002876) : the net profit in 2021 is expected to increase by 182% - 200% year-on-year
Shenzhen Sunnypol Optoelectronics Co.Ltd(002876) (002876) released the performance forecast on January 25. It is estimated that the net profit attributable to the parent company in 2021 will be RMB 330 million-350 million, with a year-on-year increase of 182.48% - 199.6%. The prosperity of the industry continued to improve, and the company's performance increased steadily; The subsidiary Hefei Shenzhen Sunnypol Optoelectronics Co.Ltd(002876) Photoelectric Technology Co., Ltd. has fully released its production capacity, fully reflected the scale effect and further strengthened its profitability; At present, in the foreign exchange market, the RMB has appreciated against the US dollar and the Japanese yen, and the purchase cost of some materials of the company has decreased.
