Hotspot spotlight
1. Peng Huagang, spokesman for the State-owned Assets Supervision and Administration Commission, said that the restructuring and professional integration of central enterprises should be solidly promoted. In terms of strategic restructuring, we will focus on the implementation of national strategies such as supply-side structural reform, innovation-driven development, and the construction of a manufacturing power, and steadily promote the restructuring and integration of steel and other fields in accordance with the principle of "mature one household, promote one household", and study and establish a new central enterprise group in relevant fields in a timely manner. In terms of professional integration, we will take the business as the goal of becoming stronger and more refined, take the advantageous enterprises as the main body, actively promote the professional integration of grain reserve processing, ports and terminals, and effectively improve the efficiency of resource allocation and the core competitiveness of enterprises.
2. The National Development and Reform Commission and other departments issued a number of opinions on promoting the healthy and sustainable development of platform economic norms. The opinions propose to strengthen the supervision of the payment field, disconnect the improper connection between payment instruments and other financial products, govern the exclusive or "two-choice" behavior in the payment process according to law, strengthen the supervision of the abuse of the market dominance of non-bank payment services, and study and introduce regulations on non-bank payment institutions. Standardize the use of platform data, strictly supervise credit reporting business, and ensure licensed and compliant operations in accordance with law. Implement the regulatory system for financial holding companies, strictly review the qualifications of shareholders, strengthen penetrating supervision, and strengthen comprehensive risk management and related party transaction management. Strictly regulate platform enterprises' investment in financial institutions and local financial organizations, and urge platform enterprises and their holding and shareholding financial institutions to strictly implement capital and leverage ratio requirements.
3. According to the information submitted by provincial-level energy authorities and power grid enterprises, and through the statistics of the National Renewable Energy Information Management Center, the total installed capacity of household photovoltaic projects newly included in the national financial subsidy scale in December 2021 is 5.0898 million kilowatts。 As of the end of December 2021, the cumulative installed capacity of household photovoltaic projects included in the national financial subsidy scale in 2021 is 21.5962 million kilowatts。
4. Opinions of the General Office of the State Council on Promoting the Integrated Development of Domestic and Foreign Trade. It is mentioned that it supports the integrated operation of domestic and foreign trade of market entities. Encourage large-scale commercial and logistics enterprises with conditions to "go global", strengthen the integration and allocation of resources, optimize the international marketing system, and improve the global service network. Support the development of multinational large-scale supply chain service enterprises, improve international competitiveness, and enhance the resilience of the industrial chain supply chain. Cultivate a number of high-quality trading enterprises with mutual promotion of domestic and international markets and strong innovation ability and competitive strength, and guide and drive more enterprises to take the road of integrated operation.
5. In order to strengthen the management of expectations and promote the better connection between the LPR release time and the operation time of the financial market, the LPR release time of Chinese the LPR is adjusted from 9:30 a.m. on the 20th of each month (postponed on holidays) to 9:15 a.m.
6. According to the China Internet Information Network, on January 19, the information that "the Central Cyberspace Administration issued the "Operational Specifications for the Listing, Investment and Financing of Internet Enterprises" was circulated on the Internet. After verification with the responsible person of the relevant department of the Central Cyberspace Administration, the Central Cyberspace Administration has never issued this document, and the information content is untrue. The relevant person in charge of the Central Cyberspace Administration said that the responsibility of relevant rumor-mongers will be strictly investigated in accordance with the law. It is hoped that the vast number of enterprises and the public will not create rumors, do not believe in rumors, and do not spread rumors.
7. Cryptocurrency exchanges are set to be the focus of the U.S. Securities and Exchange Commission's (SEC) overhaul of the digital asset space in 2022. SEC Chairman Gensler said Wednesday he hopes the trading platform will take steps in the coming months to be more directly regulated by financial regulators. He noted that additional scrutiny is crucial for cryptocurrency investors. Gensler said: "I have asked staff to look at various ways to bring these platforms under investor protection, and if the trading platforms do not enter the regulated space, it will be another year of public vulnerability." ”
8. "It is expected that the national carbon peak plan and roadmap for the cement industry will be officially launched in the near future, and this year will become the first year of carbon neutrality in the cement industry." The Big Data Research Institute of China Cement Network makes predictions for the cement industry in 2022. Entering 2022, the traditional off-season makes the dawn of the industry difficult to appear in the short term. "The short-term pullback is in line with market expectations." Under the background of stabilizing the economy, the infrastructure is about to be strengthened, and the market is expected to gradually recover. Industry insiders said bluntly: "Under the 'double carbon' target, the main tone of the industry's energy conservation and consumption reduction and high-quality development during the '14th Five-Year Plan' period remains unchanged." ”
Global indices
Major global indices indices last trading day
On Wednesday, Eastern Time, the U.S. stock market opened high and went low, continuing the recent decline. As of the close, the Dow jones was down 0.96 percent at 35,028.65; the S&P 500 was down 0.97 percent at 4,532.76; and the NASDAQ was down 1.15 percent at 14,340.30. The large technology stocks in the hot stocks have risen and fallen, the new energy vehicle stocks have generally fallen, and the hot Chinese stocks have risen and fallen.
On Wednesday, the Hang Seng Index closed slightly red, and by the close, the Hang Seng Index rose 0.06% to close at 24127.85 points; the Hang Seng Technology Index fell 0.98% to close at 5642.91 points; and the State-owned Enterprises Index fell 0.09% to close at 8441.69 points. In terms of concept stocks and sectors, mainland property management stocks and real estate developers, CXO sectors and new energy vehicles have suffered market sell-off.
Company Highlights
China Gold International (02099.HK): The company's gold production in 2021 is about 244,300 ounces (about 7.6 tons), about 4% above the annual production guideline. Copper production is about 191 million pounds (about 86,400 tons), more than 7% more than the annual production
Green Leaf Pharmaceutical (02186.HK): The new drug LY 03009 in the field of central nervous system has been approved for clinical trials by the US Food and Drug Administration. The drug, which is used to treat Parkinson's disease and restless leg syndrome, was developed by the company in-house
Fosun Pharma (02196.HK): Aohong Pharmaceutical co., Ltd., launched a Phase III clinical trial on "FCN-437c" for the treatment of advanced breast cancer, and a phase III clinical trial of Furitinib succinate capsules affiliated to Jiangsu Wanbang for the treatment of non-small cell lung cancer
Zhongchuang Global (01678.HK): Loss attributable to shareholders in 2019 expanded by 1048.78% to 1.676 billion yuan
hehuang Medicine (00013.HK): The latest clinical data on fruquintinib will be released at the ASCO Gastrointestinal Cancer Symposium 2022
CStone-B (02616.HK): GEMSTONE-302 study of first-line suglizumab for metastatic NSCLC reached the endpoint of overall survival
Des Holdings (08437.HK): Proposed to discount about 29.58% of the "2 for 1" issue of rights issues, net raising of about HK$41 million
Gaomeng Technology (08065.HK): Net profit is expected to decrease by about 80% to 85% year-on-year in the first three quarters
Zhuyou Intelligent Manufacturing Technology (00726.HK): Sales contracts of 4.669 billion yuan in 2021 increased by 119% year-on-year
Baideli Holdings (06909.HK): Profit attributable to shareholders expected to increase by not less than RMB430 million in 2021 by no less than 82.98% year-on-year
China State Construction Industry (00830.HK): Total number of new contracts signed in 2021 increased by 60.4% year-on-year to HK$8,208 million
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