[1] Ministry of Industry and Information Technology: Data processors in the field of industry and informatization shall implement hierarchical protection for all kinds of data.
[2] National measures for the supervision of pre-sale funds for commercial housing were introduced. The measures are conducive to clarifying the responsibility for the supervision of pre-sale funds for commercial housing in various places, enhancing the flexibility of the use of pre-sale funds for commercial housing, and can play a corrective effect on the previous practice of excessive supervision of pre-sale funds in some places.
[3] The Ministry of Industry and Information Technology and other eight departments: promote the application of waste power batteries in the fields of power backup, charging and replacement, etc.
[4] Eight departments issued the Implementation Plan on Accelerating the Comprehensive Utilization of Industrial Resources.
[5] Central Bank: Money supply M2 in January increased by 9.8% year-on-year. China's social financing increased by 6.17 trillion yuan in January, estimated at 5,385 billion yuan, compared with 2,368.2 billion yuan in the previous month. RMB loans increased by 4.2 trillion yuan.
[6] United States: The unseasonal CPI rose 7.5% year-on-year in January, a 40-year high, further reinforcing fed expectations for rate hikes. U.S. 10-year Treasury yields broke 2 percent, a two-and-a-half-year high.
[1] The National Development and Reform Commission and the National Energy Administration jointly issued the Opinions on Improving the Institutional Mechanisms and Policy Measures for The Green and Low-Carbon Transformation of Energy, focusing on deserts, Gobi and desert areas, and accelerating the construction of large-scale wind power and photovoltaic power generation bases。
[2] The Information Office of the State Council will hold a regular briefing on deepening the reform of centralized procurement of drugs and high-value medical consumables under the State Council.
[3] Shanghai state-owned assets "excellent structure": will be set up in the data, health care and other emerging industries and people's livelihood security field enterprise groups.
[4] The construction of Beijing's "two districts" will focus on four key areas this year and explore the opening up of the whole industrial chain.
[5] The State Administration of Radio and Television issued the "14th Five-Year Plan for the Development of Chinese Television Dramas".
[6] Tianjin Food and Drug Administration issued a policy "service package" to encourage the development of small and medium-sized enterprises in medical devices.
[7] Shanghai state-owned assets: promote the listing of high-tech enterprises on the Science and Technology Innovation Board.
[8] Guangzhou Municipal Bureau of Housing and Urban-Rural Development: No red line for housing prices has been set, and the current price limit policy has not been relaxed.
[1] Zhongyuan Securities: Hot spots are gradually spreading, and stock indexes are expected to continue to rebound in the future.
[2] CITIC Securities: It is recommended to focus on leading Internet companies with solid competitive advantages, new businesses and new market expansion.
[3] Guosheng Securities: Repairive rebound, focusing on undervalued sectors.
[4] Galaxy Securities: Continue to be optimistic about the banking sector and high-quality stocks valuation low valuation repair opportunities.
[5] CICC: The rapid development of lidar, semiconductor lasers brewing new machines.
[6] CITIC Construction Investment: The trend of localization of raw materials in the upstream of the biopharmaceutical industry.
[7] Haitong Securities: The pattern of Shanghai's strength and depth and weakness continues, and the consumption recovery sector is worth looking forward to.
[8] Huaxi Securities: The construction of a unified national electricity market will open up a new situation in the power industry.
[9] Western Securities: There will certainly be no more substantial growth in housing enterprise loans in the future.
[10] Fed Bullard said it supported the Fed to raise rates by 100 basis points by July 1. Fed swaps show a 75% chance of a 50 basis point rate hike in March.
| Important News |
[1] Yahuilong: The novel coronavirus antigen detection kit has been approved and supplied by the Japanese PMDA.
[2] ZTE: Signed a strategic cooperation agreement with Datang Xishi Group.
[3] Honglu Steel Structure: The company signed the "Honglu Intelligent Assembly Base Project Investment Cooperation Agreement" with the People's Government of Guoyang County.
[4] Shandong Gold: The cumulative gold production of the new city gold mine in the new city has reached 100.006 tons.
[5] Lianchuang Co., Ltd.: The company, Black Cat Co., Ltd., Southwest Electric Power, Tianjin Electric Power and Wuhai Municipal People's Government signed an investment framework agreement.
[6] China Energy Construction: Gezhouba Group signed a strategic cooperation agreement with Sinochem Syngenta Group China.
[7] Qiangli New Material: Signed a cooperation agreement with Jesse Asia (Shanghai) Trading Co., Ltd.
[8] Puri Pharmaceuticals: Esomeprazole sodium for injection passed the technical review of the Dutch Drug Evaluation Committee.
[9] Compass: The manager determines that the company is an investor in the restructuring of Netinfo Securities.
[10] BlueFocus: Reached a strategic cooperation agreement with Allander.
| Performance, winning bids, signing |
[1] SMIC: Net profit for the fourth quarter of 2021 increased by 172.7% year-on-year. Capital expenditures are expected to be approximately $5 billion in 2022.
[2] Shanghai Petrochemical: The total amount of impairment provisions proposed for 2021 is about 767 million yuan.
[3] COSCO HAITE: January traffic increased by 1.2% year-on-year to 1.1279 million tons.
[4] Xiaoming shares: January chicken product sales revenue fell by 4.47% month-on-month.
[5] Chengfa Environment: Won the bid for the market-oriented operation project of urban sewage treatment facilities in Yanling County.
[6] Keyuan Wisdom: Won the unmanned driving project of Xinfa Group again.
[7] Langzi shares: overseas holding subsidiary Akabang 2021 annual net profit turnaround year-on-year.
[8] Duolun Technology: Signed the intelligent project of Vehicle Management Service Center and Driver Test Center in Wuhu City, Anhui Province.
[9] Yunnan Energy Investment: Performance Express, net profit in 2021 was 244 million yuan, an increase of 5.39% year-on-year.
| Investment and financing, equity transfer |
[1] Changshan Beiming: It is planned to jointly invest in the construction of China's supply and marketing Shijiazhuang cold chain logistics industrial park project.
[2] Xianhui Technology: Proposed to acquire 51% equity of Ningde Dongheng Machinery.
[3] Medici: It is planned to raise no more than 2.16 billion yuan for projects such as pharmaceutical research and development innovation industry base.
[4] ULide: Plans to invest 300 million yuan in the construction of an instrumentation industrial park.
[5] Sifang Shares: It is proposed to increase the capital of Zhongneng Zhixin with 45.925 million yuan.
[6] Fangyuan shares: the proposed issuance of convertible bonds to raise no more than 660 million yuan.
[7] China Merchants Securities: The public issuance of perpetual subordinated corporate bonds of not more than 15 billion yuan was approved.
[8] Chengbang shares: it is planned to invest 10 million yuan to participate in the establishment of industrial funds.
[9] Zhejiang Energy Power: Plans to invest 432 million yuan to form a special fund to participate in the fixed increase of Weining Energy.
[10] Anhui Wei Gaoxin: It is proposed to acquire 100% of the equity of Anhui Wei Sheng for 795 million yuan.
| Suspension and resumption, change, risk warning |
[1] Qujiang Cultural Tourism: Announcement of the change, the company's digital collection is not an NFT, and its revenue accounts for less than 1%.
[2] Huanrui Century: Responding to the announcement of tax arrears is a problem left over from history.
[3] WuXi AppTec: The announcement of the change, the company did not find other media reports or market rumors that need to be clarified or responded to.
| Announcement of lifting bans, repurchases, increases and decreases in holdings |
[1] Crystal Optoelectronics: Plans to repurchase shares for 100 million yuan to 200 million yuan.
[2] Rongjie Health: Shareholder Jin Daoming and the concerted actors intend to reduce their holdings by not more than 1.15%.
[3] Apex Software: Shareholder Jinshi Investment intends to reduce its shareholding by no more than 6%.
[4] ST Zhongchang: Shareholder Wulian Yunke intends to reduce its shareholding by no more than 1%.
[5] Huaxia Happiness: Huaxia Holdings, the controlling shareholder, has passively reduced its holdings by 1.11%.
[6] *ST HNA: Fang Wei, the actual controller, intends to increase its holdings by 50 million shares to 100 million shares.
[1] A-share market: The Shanghai Composite Index rose 0.17%, the Shenzhen Component Index fell 0.73%, and the ChiNext Index fell 1.98%. The total transaction volume of the two cities is 0.936 trillion yuan.
[2] New Third Board: On February 10, a total of 6905 companies were listed, with no increase or decrease on the day, and the transaction amount was 430 million. The three-board component index was reported at 1135.30, up 0.25%, with a turnover of 247 million.
[3] Beijing Stock Exchange: As of February 10, there were 84 listed companies on the Beijing Stock Exchange, and there were no new companies on that day. The total market value is 240.211 billion yuan, and the transaction amount is 1.136 billion yuan.
[4] Financing balance of the two cities: As of February 9, the total of the two cities was 1,625.111 billion yuan, an increase of 2.635 billion yuan over the previous trading day.
[5] Domestic commodity futures: As of the afternoon close of February 10, the main soda ash contract rose 6%, international copper rose more than 4%, Shanghai copper, glass, iron ore rose more than 3%, Shanghai zinc, Shanghai aluminum, Shanghai tin, Shanghai nickel rose more than 2%, ferrosilicon, PVC, thread rose more than 1%. Thermal coal, coking coal and methanol fell by more than 2%. At the end of the night, iron ore rose 5.48%, coke rose 5.11%, coking coal rose 4.68%, hot-rolled coil rose 2.05%, rebar rose 1.98%, thermal coal rose 1.86%, soybean meal rose nearly 3%, and rapeseed meal rose 2.2%.
[6] Central Bank: On February 10, a 7-day reverse repurchase operation of 20 billion yuan was launched, and the reverse repurchase of 200 billion yuan expired on the same day.
[7] Hong Kong market: Hang Seng Index rose 0.38%. The index of state-owned enterprises rose 0.76%. Northbound funds bought a net of $4.52 billion today.
[8] U.S. stock market: The Dow fell 1.47%, the Nasdaq fell 2.10%, and the S&P 500 fell 1.81%.
[9] European markets: Germany's DAX30 index rose 0.05%; the UK FTSE 100 index rose 0.38%; France's CAC40 index fell 0.41%.
[10] Asian markets: The Nikkei 225 index rose 0.42%. South Korea's KOSPI rose 0.11%.
[11] Shanghai Steel Federation released data showing that on February 10, electrolytic cobalt rose by 1700 yuan / ton; lithium metal rose by 50,000 yuan / ton, the average price was 2.03 million yuan / ton; battery-grade lithium carbonate rose by 10,000 yuan / ton, the average price was 400,000 yuan / ton; lithium hydroxide rose by 9500-10,500 yuan / ton.