daily collection
Xinhua News Agency: the Political Bureau of the CPC Central Committee held the 36th collective study on striving to achieve the goal of carbon peak and carbon neutralization on the afternoon of January 24. The general secretary of the CPC Central Committee Xi Jinping stressed when presiding over the study that achieving carbon peak and carbon neutrality is the internal requirement of implementing the new development concept, building a new development pattern and promoting high-quality development. It is a major strategic decision made by the CPC Central Committee to coordinate the two overall situations of China and the world. We must deeply analyze the situation and tasks facing promoting carbon peak and carbon neutralization, fully understand the urgency and arduousness of realizing the “double carbon” goal, study the key work that needs to be done well, unify our thinking and understanding, and solidly implement the decision-making and deployment of the CPC Central Committee.
Securities Times: the 2022 CBRC working meeting was held by video on the afternoon of January 24. The meeting stressed the need to resolutely prevent the disorderly expansion of capital in the financial field and set up “traffic lights” for capital in the financial field. Adhere to the “two unwavering” and give full play to the positive role of capital in financial activities. Promote small and medium-sized banking and insurance institutions to supplement capital through multiple channels in accordance with the law. Strengthen the effective supervision of capital according to law, build a “firewall” of industrial capital and financial capital, strengthen the penetrating supervision of shareholders, and strictly prevent bank insurance funds from being used for blind “leverage”. Improve the corporate governance mechanism of effective checks and balances, and guide the in-depth integration of the party’s leadership and corporate governance. Promote the role of China’s financial talent pool. Strengthen financial antitrust and unfair competition. Adhere to the licensed business rules of financial business and severely crack down on “unlicensed driving”.
surging news: , according to the global health drug research and development center, its own research and development of New Coronavirus 3CL protease targeted preclinical candidate specific drug molecule GDI-4405 to accelerate the declaration of a variety of clinical trials and drug production, is expected to enter clinical practice in the second half of 2022.
macroeconomic
Securities Times: Xu Hongcai, Vice Minister of finance, said at a press conference held by the state information office 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.
interface news: WeChat multiply Association WeChat official account January 25th, the new energy market, by the end of last year, concentrated on the impact of the car, in early January sales performance was weak, but second, third weeks has obviously recovered, is expected to end the end of the year will remain three digit year-on-year growth. Under the interweaving of multiple factors, the market is expected to recover steadily in January, with a year-on-year negative growth rate narrowed compared with the previous month. In January, the retail sales volume of narrow passenger cars is expected to be 2.05 million, a year-on-year decrease of 6.2%, the year-on-year negative growth rate is smaller than that of the previous month, and the automobile market has rebounded steadily.
Shanghai Securities News: Shanghai action plan for building an innovation highland of 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. Support key enterprises to strengthen the R & D and industrialization of key technologies in new fields such as meta universe, biometric security and emerging communications, 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.
interface news: according to the Ministry of industry and information technology, in order to meet the needs of the development and technological progress of energy-saving and new energy vehicle industry, and in combination with the release and implementation of standards such as technical conditions for plug-in hybrid electric passenger vehicles, the Ministry of industry and information technology, the Ministry of Finance and the State Administration of Taxation recently announced to adjust the technical requirements of energy-saving and new energy vehicle products enjoying vehicle and vessel tax preferences.
industry dynamics
financial Associated Press: according to the latest data of China Steel Association, in the middle of January 2022, the average daily output of crude steel of key steel enterprises was 1.9873 million tons, an increase of 1.05% month on month; The steel inventory was 13.1501 million tons, an increase of 227700 tons or 1.76% over the previous ten days.
interface news: Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) released data show that on the 25th, the prices of most lithium battery industry chain products were flat compared with yesterday, and nickel beans fell 14200 yuan / ton to 166100 yuan / ton.
surging news: on the afternoon of January 25, China Telecom Corporation Limited(601728) announced the official commercial use of 5g news at the 5g news commercial press conference. Tang Ke, deputy general manager of China Telecom Corporation Limited(601728) , said that 5g message, as an upgrade of traditional SMS, can become an important basic service for operators on 2B and 2C.
finance and economics of China Central Television: recently, a number of Chinese patent medicine enterprises announced that they would raise the price of drugs due to the price rise of traditional Chinese medicine. Guangzhou Qingping traditional Chinese medicine market is the largest wholesale market of traditional Chinese medicine in South China. A merchant told reporters that at present, the price of most traditional Chinese medicine sold in the market is still rising, especially tonic medicine. Despite the sharp rise in the price of traditional Chinese medicine, the market sales volume increased instead of decreased.
stock market focus
first finance and Economics: Haitong Securities Company Limited(600837) pointed out that China’s economy has bottomed out in stages, monetary policy has also ushered in loose signals, and the logic of the long-term improvement of the market has not changed. The market is expected to form the best rebound window period from the end of the festival to the two sessions. Therefore, investors can bargain hunting layout according to the situation in order to look forward to the counter attack market in the future. In terms of investment opportunities, it is suggested to continue to pay attention to the structural opportunities in the cycle, finance, consumption, agriculture, science and technology and other industries. In addition, the pre increase of shares in the annual report and the excellent varieties with high growth performance are also worthy of key tracking.
China Securities News: analysts believe that the decline of A-Shares on the 25th is expanding, which has nothing to do with the fundamentals. It is more the catharsis of emotions affected by the external market, and calculate the possible sharp decline in the external market. After the irrational decline of a shares, the market is full of cheap chips, which is the time point of contrarian layout.
Shanghai Securities News: Citic Securities Company Limited(600030) the strategy team said that since this year, the rapid adjustment of high-level holding stocks has induced investors to speed up and reduce their positions in “high cut low” trading.
New energy vehicles, photovoltaic, semiconductor, military industry and other theme sectors have generally decreased by more than 10% since 2022. The emotional catharsis induced by trading factors has increased the market volatility and led to the main line confusion since the beginning of the year. Therefore, the recent anxiety about the negative resonance of overseas stock markets and the expected performance has further accelerated the venting of market sentiment. Citic Securities Company Limited(600030) said that the “emotional bottom” is coming, and it is expected that the market capital will resume inflow. The “market bottom” is gradually approaching. It is suggested to continue to focus on the “two low” layout of blue chips to meet the starting point of the market in the first half of the year.
Securities Times: under the influence of the peripheral market, A-Shares were corrected across the board on the 25th. From the perspective of market value, the value of a stock market has evaporated by 2.57 trillion yuan. It is worth mentioning that all major indexes have fallen below the annual line, casting a shadow on the future trend. Historical data show that the probability of future market adjustment is high after the Shanghai index has fallen below the annual line since 2000. In recent times, the Shanghai stock index fell below the annual line, and the stock market rebounded better.
Subscription of new shares: none
subscription of new bonds: none
IPO: adopt shares and Jingke energy
new bond listing: none
company news
Byd Company Limited(002594) : plans to carry out foreign exchange derivatives trading business not exceeding US $4.3 billion or equivalent in other currencies
Guangdong Golden Glass Technologies Limited(300093) : received the attention letter from Shenzhen Stock Exchange
Yonyou Network Technology Co.Ltd(600588) : the fixed increase result is that Gaoling is allocated 1 billion yuan and Gaoyi is allocated 400 million yuan
Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) : subsidiary plans to invest 370 million yuan in the construction of new electrolyte materials
Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) : independent directors are subject to disciplinary review and supervision investigation
Eastern Pioneer Driving School Co.Ltd(603377) : intends to purchase VR vehicle driving simulator equipment and professional technical services related to the equipment
Chengxin Lithium Group Co.Ltd(002240) : it is estimated that the net profit in 2021 will increase by 2954.31% – 3285.50% year-on-year
Eve Energy Co.Ltd(300014) : it is estimated that the net profit in 2021 will increase by 65% – 85% year-on-year
Shanghai Guijiu Co.Ltd(600696) : the net profit in 2021 will increase by 660% – 1022%
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) : it is estimated that the net profit in 2021 will increase by 70% – 80% year-on-year
Bgi Genomics Co.Ltd(300676) : it is estimated that the net profit in 2021 will decrease by 23.46% – 33.02% year-on-year
Cangzhou Dahua Co.Ltd(600230) : the net profit in 2021 increased by 441.48% – 549.78% year-on-year
Hebei Jinniu Chemical Industry Co.Ltd(600722) : the net profit in 2021 is expected to increase by 387% year-on-year
Jinyuan Ep Co.Ltd(000546) : plans to repurchase shares with a repurchase price of 40 million yuan – 50 million yuan, with a repurchase price of no more than 20.84 yuan / share
data list
Shanghai and Shenzhen Stock Markets: on January 25, the three major indexes collectively opened low and maintained a volatile downward trend throughout the day. As of the close, the Shanghai index fell 2.58%, the Shenzhen composite index fell 2.83%, and the gem index fell 2.67%, losing 3000 points. Individual stocks showed a general downward trend, with more than 4400 shares in the two cities falling. On the disk, only the hotel catering sector was red, and all other sectors fell.
Hong Kong stocks: Hong Kong Hang Seng Index closed down 1.67%, and Hang Seng technology index fell 2.65%. Large technology stocks continued to fall, with BiliBili falling more than 5% and JD falling more than 2%. Domestic housing stocks fell, with China Heng falling more than 6% and rongchuang China falling more than 4%. Education stocks fell, hoping that education fell more than 17%.
Shanghai Shenzhen Hong Kong stock connect: on January 25, the North sold a net 3.574 billion yuan of funds, ending the net purchase for seven consecutive days, and there was a small bottom reading and fund-raising situation at the end of the trading. Among the top ten traded stocks, China stock market news, China Merchants Bank Co.Ltd(600036) , Will Semiconductor Co.Ltd.Shanghai(603501) net purchases ranked among the top three, with net purchases of 291 million yuan, 261 million yuan and 167 million yuan respectively. Contemporary Amperex Technology Co.Limited(300750) , Ping An Insurance (Group) Company Of China Ltd(601318) , Ping An Bank Co.Ltd(000001) were sold net of 660 million yuan, 368 million yuan and 257 million yuan respectively.
dragon tiger list: on January 25, among the stocks on the list, the largest net capital inflow was Hybio Pharmaceutical Co.Ltd(300199) , with a net inflow of 151 million yuan on the third day. Data show that the stock fell 17.95% during the day and 33.87% in the past three days. The top net inflow of funds was CICC Shanghai Branch, which bought 25.7684 million yuan on the third day. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 16 were net bought by the institution, Hybio Pharmaceutical Co.Ltd(300199) was the most bought, with a net purchase of 75.7703 million yuan in three days. In addition, 8 shares were net sold by institutions, and Bank of Lanzhou was the most sold, amounting to 54.2361 million yuan.
margin trading : as of January 24, the balance of two financial transactions in Shanghai and Shenzhen was 1777.156 billion yuan, a decrease of 4.722 billion yuan compared with the previous trading day. Among them, the financing balance was 1674 billion yuan, a decrease of 2.502 billion yuan compared with the previous trading day; The balance of securities lending was 103.156 billion yuan, a decrease of 2.22 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.9310% overnight, down 0.4 basis points; Shibor reported 2.0930% in seven days, down 3.9 basis points; Three month Shibor reported 2.4640%, down 0.1 basis points.
foreign exchange
On January 25, the central parity rate of RMB was reported at 6.3418, down 7 points, and the central parity rate of the previous trading day was reported at 6.3411. The onshore RMB closed at 6.3252 against the US dollar at 16:30 on January 25, up 68 points from the previous trading day.
property market observation
daily economic news: Hangzhou “top flow” school district room walked down the altar. On January 23, a 58.66 square meter house in building 13, wendingyuan, Xihu District, Hangzhou was sold at a base price of 4.3 million yuan, equivalent to a unit price of about 73300 yuan / square meter. Although the unit price of the house photographed this time is still 73000 yuan per square meter, it is 40% cheaper than that in the peak period. In the first half of last year, the two houses with an area of 87 square meters in wendingyuan were sold at a high price of 10.63 million yuan, equivalent to a unit price of 120000 yuan / square meter.
interface news: on January 24, Zizhong County Government of Neijiang City, Sichuan Province issued a notice on the implementation plan of “two awards and one subsidy” of Zizhong County for those who meet the national two child and three child Fertility Policies and reasonable housing needs to buy commercial housing.
Among them, the incentive policy for “three child” buyers is: after May 31, 2021 (the implementation date of the national three child policy), buyers who buy commercial housing with the same couple having three children in accordance with the national fertility policy will be rewarded 10000 yuan / set with a housing area of less than 90 square meters (excluding); 12000 yuan / set for the purchase of a house with an area of 90-140 square meters; 14000 yuan / set will be awarded for the purchase of houses with an area of more than 140 square meters (excluding).
international information
financial Associated Press: the leaders of China and the five Central Asian countries issued a joint statement on the 30th anniversary of the establishment of diplomatic relations. The statement mentioned that one belt, one road, and the other is to uphold the principle of openness, mutual benefit and respect for the interests of six countries. It is also a declaration of willingness to actively cooperate with other countries in the fields of green energy, digital finance, artificial intelligence and poverty alleviation, and implement the “one belt” green development partnership initiative, adhere to the principle of common but differentiated responsibilities and work together to cope with climate change. Strengthen the protection of ecological environment and biodiversity, practice the development concept of innovation, coordination, green, openness and sharing, and jointly build the digital silk road and green silk road.
interface news: due to the rapid spread of covid-19 virus new variant strain “Omicron”, the antigen detection kit for checking whether it is infected is out of stock. Japanese and Chinese manufacturers have launched an emergency production increase system. In addition to the use of front-line medical care, the sales of pharmacies began to soar last autumn. Most of Japan’s kits rely on imports. Prime Minister Fumio Kishida revealed on the 24th that the state will guarantee the purchase. At present, manufacturers have been required to increase the daily output to 800000 copies.
futures market
China Futures: most of China’s commodity futures ended lower. The main contracts of Shanghai nickel fell by the limit, with stainless steel falling by more than 6%, LPG falling by more than 5%, Shanghai tin and ferrosilicon falling by more than 4%, pulp, ethylene glycol, international copper, soybean oil, Zheng oil, asphalt and Shanghai copper falling by more than 2%, and fuel oil, palm, peanut, red jujube, glass, crude oil and staple fiber falling by more than 1%. Thermal coal rose by more than 2%, while Douyi, iron ore and coke rose by more than 1%.
International Futures: the February gold futures price, which was the most actively traded in the gold futures market of the New York Mercantile Exchange, rose $10.8 on the 25th from the previous trading day to close at $1852.5 an ounce, or 0.59%.
overseas index
U.S. stock market: U.S. stocks showed bargain hunting demand for two consecutive days and closed sharply higher than the daily low. However, the three major indexes still closed down. The Dow fell 0.19% and fell about 2.4% during the session; The S & P 500 index fell 1.22% and fell nearly 2.8% during the session; The NASDAQ fell 2.28% and once fell about 3.2%.
European stock market: London stock market, the financial times 100 stock average price index 25 closed at 7371.46, up 74.31 points or 1.02% from the previous trading day. France Paris Stock Market CAC40 index closed at 6837.96 points, up 50.17 points or 0.74% from the previous trading day; Germany’s Frankfurt DAX index closed at 15123.87, up 112.74 points or 0.75% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed down 1.69% to 27121.00. South Korea’s Kospi index closed down 71.61 points, or 2.56%, at 2720.39
