Hotspot spotlight
1. The State Council recently issued the "14th Five-Year Plan" modern comprehensive transportation system development plan. The plan proposes that by 2025, the high-speed railway network with a speed standard of 250 kilometers and above should be used to cover more than 95% of cities with a population of more than 500,000, and the main line of the national highway network composed of 7 capital radial lines, 11 north-south longitudinal lines, 18 east-west horizontal lines, and regional ring lines, parallel lines, and liaison lines will be basically connected.
2. Liu Guoqiang, deputy governor of the central bank, said that the monetary policy toolbox should be opened wider, maintaining total stability and avoiding credit collapse. At present, the goal of focus is stability, and the requirement of the policy is to exert force. In response to the LPR quotation on January 20, Sun Guofeng said that the LPR quotation line comprehensively considers its own capital cost, risk premium and market supply and demand and other factors when quoting, LPR will fully reflect the changes in market interest rates in a timely manner, guide the downward trend of corporate loan interest rates, and effectively promote the reduction of corporate comprehensive financing costs.
On January 18, the US New York Fed Manufacturing Index fell sharply to -0.7 from 31.9 in December, with an expected value of 25, and the index fell to negative territory for the first time since June 2020. The sharp decline in the New Orders Index caused the New York Fed Manufacturing Index to fall into negative territory, the third largest month-on-month decline in history.
4. At the beginning of the Asian session on January 18, the 10-year US Treasury yield quickly rose above the 1.81% mark at the beginning of the session, the highest level since January 2020. The 2-year Treasury yield also topped 1 percent for the first time since February 2020.
5. The National Health Commission said a few days ago that the mainland will promote the pilot first, encourage qualified areas to actively adopt a variety of financing models, and gradually carry out human papillomavirus vaccine, that is, HPV vaccine free vaccination. Since the second half of 2021, many provinces and cities across the country have gradually promoted the universal vaccination strategy, free or subsidized vaccination plan for women of appropriate age.
6. The China Photovoltaic Industry Association organized a symposium on the development of the photovoltaic industry in the fourth quarter of 2021 on the afternoon of the 18th. Jin Lei, director of the Electronic Information Department of the Ministry of Industry and Information Technology, said that in the next step, in order to deeply implement the "carbon peak carbon neutrality", implement the construction of a manufacturing power, promote the energy revolution and other important deployments, the Electronic Information Department of the Ministry of Industry and Information Technology will focus on the following work with relevant departments: First, continue to strengthen the top-level design of the industry, second, continue to strengthen the standardized management of the industry, third, continue to promote industrial intelligent upgrading, fourth, continue to optimize the industrial development environment, and fifth, continue to deepen international cooperation in the industry.
7. On January 18, the Analysis Report of the China Academy of Information and Communications Technology showed that in December 2021, the domestic market shipments of 33.401 million mobile phones, an increase of 25.6% year-on-year, of which 27.145 million 5G mobile phones, an increase of 49.2%. In the whole year of 2021, the overall shipments of mobile phones in the domestic market totaled 351 million units, an increase of 13.9% year-on-year, of which 5G mobile phone shipments were 266 million units, an increase of 63.5% year-on-year.
Global indices
Major global indices indices last trading day
On Tuesday, EST, all three major stock indexes closed lower. As of the close, the Dow Jones was down 1.51 percent at 35,368.47; the S&P 500 was down 1.83 percent at 4,577.34; and the Nasdaq was down 2.60 percent at 14,506.90. The large technology stocks in the hot stocks all fell, the new energy vehicle stocks generally closed down, and most of the hot Chinese stocks closed down.
The Hang Seng Index remained volatile on Tuesday. By the close, the Hang Seng Index fell 0.43% to close at 24112.78 points; the Hang Seng Technology Index fell 0.45% to close at 5698.54 points; and the State-Owned Enterprises Index fell 0.18% to close at 8449 points. In terms of concept stocks and sectors, the green electricity sector and the home furnishing sector rose sharply, and the cloud computing concept stocks led the decline.
Company Highlights
Landsea Properties (00106.HK): On January 18, the Company's non-wholly owned subsidiary will purchase a U.S. real estate developer for a base purchase price of $179 million
Plaza Premium International Medical Group (01143.HK): Proposed HK$37.8 million to be transferred to yuan analysis agency agreement
Shuifa Xingye Energy (00750.HK): Hunan Shuifa Xingye (an indirect wholly-owned subsidiary) and Jiantou Huineng and Jiantou Venture Capital and Shuifa Venture Capital (each party acting as general partners) plans to enter into a fund partnership agreement with a total subscription amount of RMB360 million, of which Hunan Shuifa Xingye and Jiantou Huineng each subscribed to contribute RMB179 million
06969.HK: Its brand FEELM held a new technology conference in London, England, and officially released a new generation of ultra-thin electronic atomization solution - FEELM Air. FEELM Air adopts a new generation of bionic film ceramic core, equipped with the industry's first seven-layer composite heating film, the thickness of the film is reduced from 80μm to 2μm, and the overall ceramic matrix thickness is 3.5mm, which is 22% thinner than the previous generation.
AAC Technologies (02018.HK): On January 18, the world's first ultra-broadband X-axis linear motor CyberEngine was officially released, which the company said will greatly improve the user's haptic feedback experience and better connect virtual and reality in the "metacosm"
Yashili International (01230.HK): Annual profit pre-increase of 10% to 20%
China Jinmao (00817.HK): Special dividends are to be paid in the form of physical distribution of Jinmao service shares
Kangji Medical (09997.HK): Proposed to acquire a 35% stake in Hangzhou Weijing Medical Robot for RMB363 million
Su Chuang Gas (01430.HK): Received guidance on the resumption of trading on the Stock Exchange to continue to suspend trading
Kingboard Laminate (01888.HK): Net profit in 2021 is expected to increase by about 132% to 150% year-on-year to approximately HK$6.5 billion to HK$7 billion
Kingboard Group (00148.HK): Net profit is expected to increase by about 113% to 134% year-on-year in 2021 to HK$10 billion to HK$11 billion
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