I. [News Express]
1. National Standing Committee: Deploy measures to fully implement the management of the list of administrative licensing matters
The executive meeting of the State Council was convened to deploy measures to comprehensively implement the management of the list of administrative licensing matters, and to standardize the operation of power to a greater extent to benefit enterprises and the people. It was decided to implement classified management of enterprise credit risk to promote more fair and effective supervision.
2. Central Bank: Comprehensively strengthen data capacity building and build green high-availability data centers
Chinese Min min bank issued the "Fintech Development Plan (2022-2025)". The "Plan" proposes to comprehensively strengthen data capacity building, promote the orderly sharing and comprehensive application of data under the premise of ensuring security and privacy, fully activate the potential of data elements, and effectively improve the quality and efficiency of financial services. Build a green high-availability data center, set up a safe and ubiquitous financial network, lay out an advanced and efficient computing power system, and further consolidate the "digital base" of financial innovation and development. Deepen the financial application of digital technology, improve the application system and mechanism of scientific and technological achievements that attaches equal importance to safety and efficiency, continuously expand the industrial ecology of open innovation and win-win cooperation, and open up the "last kilometer" of the transformation of scientific and technological achievements.
3. The Ministry of Industry and Information Technology and other 5 ministries and commissions: comprehensively promote the intelligent photovoltaic system for residential roofing Breakthrough in key technologies of intelligent light storage
The Ministry of Industry and Information Technology and other five ministries and commissions issued the "Smart Photovoltaic Industry Innovation and Development Action Plan (2021-2025)". By 2025, the level of intelligence in the photovoltaic industry will be significantly improved, breakthroughs will be made in industrial technological innovation, the mass-production conversion efficiency of new high-efficiency solar cells will be significantly improved, and the application fields of smart photovoltaic characteristics will be greatly expanded. The "Action Plan" mentions that it is necessary to break through the key technologies of intelligent light storage, stabilize the fluctuations of photovoltaic power generation, track the power generation plan output, time shift of electricity, and improve the support capacity of the new power system. In qualified towns and rural areas, we should coordinate and promote the intelligent photovoltaic system for residential roofs, and encourage the new government to invest in public welfare buildings to promote solar roof systems. It is necessary to develop intelligent photovoltaic communications, support the demonstration application of smart photovoltaics in the field of information and communication, promote the intelligent transformation and green upgrading of network facilities, and promote the improvement of energy-saving innovation in the information and communication industry.
4. SAFE launches a pilot project for high-level opening up of cross-border trade and investment, and cautiously opens up cross-border asset transfer business
The State Administration of Foreign Exchange (SAFE) recently launched a pilot project of high-level opening up of cross-border trade and investment in the Lingang New Area of the Shanghai Pilot Free Trade Zone, the Nansha New Area area of the Guangdong Pilot Free Trade Zone, the Yangpu Economic Development Zone of the Hainan Free Trade Port, and the Beilun District of Ningbo City, Zhejiang Province. In terms of capital project reform, the first is to broaden the cross-border investment and financing channels of enterprises, support small and medium-sized micro and medium-sized high-tech enterprises to borrow foreign debt within a certain amount, carry out pilot projects of qualified overseas limited partners (QFLPs) and qualified domestic limited partners (QDLP), steadily open up cross-border asset transfer business, and carry out pilot projects of local and foreign currency integration capital pools of multinational companies. The second is to improve the level of cross-border investment and financing facilitation, foreign-invested enterprises are exempt from registration for domestic reinvestment, and the foreign exchange registration of qualified non-financial enterprise capital projects is directly handled by banks, expanding the scope of use of capital project income funds, eligible enterprises independently choose cross-border investment and financing currencies, and appropriately increasing the upper limit of the overseas lending scale of non-financial enterprises.
5. The SSE solicits public opinions on matters such as improving the bankruptcy reorganization of listed companies
In order to improve the bankruptcy reorganization information disclosure system, improve diversified exit channels, protect the legitimate rights and interests of investors, and further improve the quality of listed companies, the Shanghai Stock Exchange intends to issue the "Shanghai Stock Exchange Self-Discipline Supervision Guidelines for Listed Companies No. 13 - Bankruptcy Reorganization and Other Matters", which is now open to the public for comments. The Guidelines consist of 8 chapters and 53 articles, the main contents of which include general provisions, suspension and resumption of trading and prevention and control of insider trading, application and acceptance of bankruptcy matters, reorganization of investors, creditors' meetings, investor group meetings and equity adjustment arrangements, court rulings and implementation of bankruptcy matters and by-laws. In principle, Chapter 2 of the Guidelines requires that the license should not be suspended during the reorganization period, the information should be disclosed in stages, and the relevant parties should do a good job in keeping insider information confidential and preventing and controlling insider trading. If the board of directors or the manager of the listed company deems that there is a real need, it may apply for suspension of trading, which in principle shall not exceed 2 trading days, and if necessary, it may be extended to 5 trading days.
6, northbound funds on Tuesday net purchase of 460 million yuan Guizhou Moutai net sale of 970 million yuan
Northbound funds bought a net of 460 million yuan on Tuesday. COSCO Shipping Holdings, Makihara Shares and Ping An of China received net purchases of RMB438 million, RMB388 million and RMB313 million respectively. Guizhou Moutai ranked first in net sales with an amount of 975 million yuan.
7. China Mobile was listed on the Shanghai Stock Exchange
China Mobile shares were listed on the Shanghai Stock Exchange on January 5, 2022. China Mobile's issue price was 57.58 yuan per share, becoming the largest A-share IPO in the past 10 years. In the previous new share issuance, China Mobile's abandonment amount reached 756 million yuan, which also set a record for A shares. With China Telecom breaking the precedent in the front, China Mobile's return to A has attracted much attention.
8, U.S. stocks rose and fell, the Dow rose 0.59% to a new high, and popular Chinese stocks moved lower
U.S. stocks closed mixed on Tuesday, with the Dow hitting record highs and rising Treasury yields weighing on technology stocks as the NASDAQ closed down 210 points. The market continues to pay attention to the potential impact of the Omiljung variant on the economy, and the number of new confirmed cases in the United States exceeded 1 million yesterday. The U.S. ISM Manufacturing Index in December hit its slowest increase in 11 months. By the close, the Dow was up 0.59 percent, the S&P 500 was down 0.06 percent, and the Nasdaq was down 1.33 percent. Oil and gas, infrastructure sectors rose in the front, Murphy Oil rose more than 8%, Western Oil, Cuaron Oil rose more than 7%, Caterpillar rose more than 5%, U.S. Steel rose more than 3%. Most of the big tech stocks fell, with Tesla down more than 4 percent, Nvidia down more than 2 percent, and Apple, Microsoft, and Amazon down more than 1 percent. Popular Chinese stocks fell, with Pinduoduo down more than 11%, Bilibili down more than 8%, Ideal Auto, Good Future, JD.com down more than 6%, and iQiyi, Weilai and Xiaopeng Automobile down more than 5%.
II. 【Market Strategy】
On the first trading day of the new year, the morning A-share opened high and went low, the ChiNext board fell sharply by 2%, the decline of the nearby stock index narrowed, and the stock index was sideways in the afternoon. Small-cap stocks outperformed weighted stocks throughout the day, with more than two-thirds of individual stocks rising. On the plate, traditional Chinese medicine, cultural media, agriculture, animal husbandry, feeding and fishing, tourism hotels, and pharmaceutical businesses rose by more than 3%, household light industry, coal, Internet services, games, communication services, commercial department stores, shipping ports, cement and building materials and other industries rose by more than 2%, and energy metals, photovoltaic equipment, wind power equipment, non-metallic materials, batteries, semiconductors, medical services and other industries fell in the front. In terms of theme stocks, the concept of prefabricated dishes, the concept of traditional Chinese medicine, aquaculture, Huawei Ascend, virtual digital people, hair medical treatment, pork concept, exclusive drugs, etc. led the rise, cro, salt lake lithium, MLCC, HIT batteries, power batteries and so on led the decline.
Tuesday's market has some of the taste of 2018, continuing the state of last month, the index and the high tide of the plate continue to fall, but on the other hand, more and more boards are rising and falling, the main points of which were said last week, the current is a shuffle and game stage, do not take it for granted that expectations are too high, because the differentiation is also very strong, such as liquor such as medicine such as the metacosm. There is no style and rhythm to speak of, that is, the ability to grasp individual stocks. And again, don't stand under the wall, and don't think about the bottom if you have gone down the tide. It's just getting started, and the market will always have a chance, just a different way of playing. There is still a month to go before the Spring Festival, and according to the current situation, the style of the new year is likely to show its beginnings in this month.
III. [Theme Nuggets]
Green Data Center: Chinese Min min bank recently issued the "Fintech Development Plan (2022-2025)", proposing to comprehensively strengthen data capacity building and promote orderly data sharing and comprehensive application under the premise of ensuring security and privacy. Build a green high-availability data center, set up a safe and ubiquitous financial network, lay out an advanced and efficient computing power system, and further consolidate the "digital base" of financial innovation and development.
Target: E-Hualu (300212), Dataport (603881)
Sports: The State General Administration of Sport and other five departments issued the "National Fitness Basic Public Service Standards (2021 Edition)", from the two aspects of the opening of public sports facilities and national fitness services, delineated the scope and bottom line of the basic public services for national fitness that governments at all levels should guarantee, and put forward nine specific contents such as the opening hours of public sports facilities, charging standards, social sports instructors, mass fitness activities or competitions.
Target: China Sports Industry (600158), Shuhua Sports (605299)
Environmental protection: Recently, the Ministry of Ecology and Environment, the Development and Reform Commission, the Ministry of Finance, the Ministry of Natural Resources, the Ministry of Housing and Urban-Rural Development, the Ministry of Water Resources, and the Ministry of Agriculture and Rural Affairs jointly issued the "14th Five-Year Plan for soil, groundwater and rural ecological environmental protection". The Plan proposes 20 specific tasks from four aspects. The first is to promote the prevention and control of soil pollution, including preventing new soil pollution in industrial and mining enterprises, and orderly promoting the control and restoration of soil pollution risks for construction land. The second is to strengthen the prevention and control of groundwater pollution, including the establishment of a groundwater pollution prevention and control management system. The third is to deepen the governance of the agricultural and rural environment, including focusing on promoting the prevention and control of pollution in the aquaculture industry, rectifying rural black and odorous water bodies, and treating rural domestic garbage. The fourth is to improve the ability to supervise the ecological environment.
Target: Yongqing Environmental Protection (300187), Boschke (300422)
IV. [Listed Companies]
【Important Matters】
Hairong Technology 300915: The ex-factory price of some products has been raised by 5%-8%.
Xiangpiaopiao 603711: Price adjustment of solid brewed milk tea products 2%-8% price increase of main products
Jinpu Titanium 000545: The domestic price of anatase and rutile titanium dioxide was raised by 1,000 yuan / ton
Ananda 002136: Net profit in 2021 pre-increase 160%-210% year-on-year
Jiuan Medical 002432: Granted 7.37 million stock options to 353 incentive recipients
Rongsheng Environmental Protection 603165: Signed a strategic cooperation framework agreement for the project of 10.5 billion yuan and an annual output of 1.3 million tons of recycled environmental protection paper and new energy comprehensive utilization
CITIC Securities 600030: Net profit in 2021 increased by no less than 18.41% year-on-year
8 days 6 board Bo Rui communication 600880: At present, the company and Roaming Valley and Shanghai Phantom Electric are negotiating on the details of cooperation such as capital increase agreements and shareholder agreements
【Fixed addition and reorganization】
Letong shares 002319: continue to promote restructuring matters
Li Yuanheng 688499: The proposed issuance of convertible bonds to raise funds does not exceed 950 million yuan
Jinlun shares 002722: controlling shareholders, actual controllers are proposed to change the stock resumption
【Forecast】
Guanghui Energy 600256: Net profit in 2021 pre-increase 267%-278% year-on-year
Earth Bear 688077: Net profit in 2021 pre-increase 174% -207% year-on-year
Kaikai Industry 600272: Net profit in 2021 pre-increase of 45%-65% year-on-year
Tibet Everest 600338: Net profit in 2021 pre-increase 2189% -2843% year-on-year
Mingde Biology 002932: Net profit in 2021 pre-increase of 177%-220% year-on-year
Bank of Chengdu 601838: Net profit expected to increase by 18% to 25% year-on-year in 2021
【Investment Matters】
Rongjie shares 002192: 20,000 / ton annual lithium salt project trial production of participating enterprises
Palm Shares 002431: Won the bid for a 750 million yuan rural revitalization demonstration project
Jinlite 002723: The subsidiary won the bid for the 165 million yuan civil installation general contracting project
Renfu Pharmaceutical 600079: The subsidiary intends to transfer 24.57% of the equity of Hande Renfu for US$174 million
Huaguang Huanneng 600475: Jointly won the bid for the 118.9 million yuan sewage pipe network system reconstruction project
Junshi Bio 688180: Terminated the cooperation with AstraZeneca Pharmaceutical Promotion
Petrochemical Oil Service 600871: The subsidiary signed a 1.034 billion yuan crude oil depot relocation project
Ganneng Co., Ltd. 000899: Plans to invest 200 million yuan in ground photovoltaic power generation projects
Wangneng Environment 002034: It is proposed to acquire 60% of the equity of Lixin New Materials through its subsidiary
Keqian Biological 688526: It is proposed to sign a cooperative research and development agreement with Huazhong Agricultural University
Sihui Fushi 300852: The subsidiary plans to invest 22 million yuan to establish a joint venture
Mindong Electric Power 000993: Signed a strategic cooperation framework agreement for distributed photovoltaic development in the whole city
Jianglong Boat 300589: Signed an aluminum alloy high-speed passenger ro-ro contract
New Yangfeng 000902: The subsidiary plans to invest 3 billion yuan in the construction of iron phosphate and lithium iron phosphate production lines
Excellent New Energy 688196: Signed a project investment agreement with the People's Government of Silla District
Hua Pengfei 300350: Signed a strategic cooperation framework agreement with Vision Mentor
Property Zhongda 600704: The subsidiary intends to acquire 29% of the shares of Jinlun for 999.5 million yuan
Songdu shares 600077: plans to set up a subsidiary Songdu Lithium industry for 500 million yuan
Quartz shares 603688: 51 million yuan is proposed to be transferred to 51% of the equity of Qiangbang Quartz
【Other matters】
Agricultural seed industry 600313: new varieties of corn and rice have passed the national examination and approval
Subote 603916: 2021 net profit pre-increase 15% to 25% year-on-year
Microchip Bio 688321: Clinical trial application for Theoroni capsules was accepted
Shenhua Holdings 600653: The Renault Golden Cup has not yet received the court's ruling on the reorganization
Dongfang Cable 603606: not in the Beilun closed area, the company normal production
Lear Chemical 002258: 2021 net profit pre-increase 63%-76% year-on-year
David Medical 300314: Some of the subsidiary's products passed the US FDA audit
Tsuen Yin Hi-Tech 300087: Hybrid rice, hybrid corn new varieties through the national examination and approval
Ningbo United 600051: Cumulative sale of 1.14% of the shares of Zhongke Sanhuan
Nanjing Xinbai 600682: Controlling shareholder suspected of violating laws and regulations on information disclosure The CSRC filed a case against him
Onlicon 002940: Levlodipine besylate tablets passed the generic drug consistency evaluation
Jinbei Automobile 600609: The bankruptcy restructuring of Renault Brilliance is expected to cause a net profit loss of 48 million yuan
Yuntianhua 600096: The subsidiary's annual output of 80,000 tons of synthetic ammonia plant was discontinued
Fosun Pharma 600196: Recombinant human anti-EGFR and anti-4-1BB bispecific antibody injections were approved for clinical trials of drugs
Lifan Technology 601777: 3810 new energy vehicles sold from January to December, an increase of 258.42% year-on-year
Bloomage Bio 688363: Li Huiliang resigned as deputy general manager and chief technology officer of the company
Shengxiang Biological 688289: Nucleic acid detection analyzer was approved and registered by the US FDA
【Increase or decrease】
Zheshang Bank 601916: President Zhang Rongsen increased his stake by 1 million yuan
Ping An of China 601318: Cumulative repurchase of 0.42541% of shares
Martian 300894: Shareholders intend to reduce their total holdings by no more than 6.96%.
Ruiming Technology 002970: A number of shareholders intend to reduce their holdings by a total of not more than 4.91% of the company's shares
Tianxiaxiu 600556: The two shareholders intend to reduce their holdings by no more than 2% of the shares in total
Yanjiang shares 300658: the controlling shareholder intends to reduce its holdings by no more than 4.74%.
Haili Bio 603718: The controlling shareholder intends to reduce its shareholding by no more than 2%.
Honglu Steel Structure 002541: The controlling shareholder, Shang Xiaobo, intends to reduce its shareholding by no more than 0.98%.
Vail shares 603501: The controlling shareholder has reduced its shareholding by 0.9%.
Qinghai Huading 600243: Chuangfang Fuda intends to reduce its shareholding by no more than 1%.
This article originated from the financial world
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