Morning News - Big Events at a Glance
丨Intent news 丨
1. Recently, the General Office of the State Council forwarded the "Guiding Opinions on Accelerating the Construction of Urban Environmental Infrastructure" issued by the National Development and Reform Commission and other departments, and deployed to accelerate the construction of urban environmental infrastructure to help stabilize investment and deepen the battle against pollution.
2. Recently, the General Office of the CPC Central Committee and the General Office of the State Council issued the "Opinions on Strengthening the Work of the Working Committee for Caring for the Next Generation in the New Era" and issued a circular requiring all regions and departments to conscientiously implement it in light of reality.
On the 3rd and 9th, the relevant person in charge of the Chinese Bank said that the relevant regulations on personal cash deposit and withdrawal would not affect the normal cash deposit and withdrawal business of residents. Previously, the central bank issued new regulations, and individuals with cash deposits and withdrawals of more than 50,000 yuan must be registered.
4. The State Administration of Taxation issued an announcement on the 9th that from March 1 to June 30, resident individuals who meet the relevant regulations need to handle the settlement and payment of comprehensive income of individual income tax in 2021.
5. The National Development and Reform Commission and the National Energy Administration interviewed and reminded some enterprises with inflated coal prices on the 9th, requiring them to regulate price behavior.
6. The Price Supervision and Competition Bureau of the State Administration for Market Regulation and the Price Department of the National Development and Reform Commission recently interviewed relevant iron ore information enterprises, requesting the factual source of the release information, reminding the relevant enterprises to carefully verify and be accurate before releasing market and price information, and must not fabricate and publish false price information, must not fabricate and disseminate price increase information, and must not inflate and raise prices.
7. The China Federation of Logistics and Purchasing announced the logistics operation data for 2021 on the 9th: the total amount of social logistics in 2021 was 335.2 trillion yuan, an increase of 9.2% year-on-year, and an average annual growth rate of 6.2% in two years. The scale of logistics demand reached a new high, and the growth rate of total social logistics returned to the average level of normal years.
The "Blue Book of China's Aerospace Science and Technology Activities" (2021) released on the 8th and 9th shows that the number of space launches on the mainland this year will exceed 50 again, and manned spaceflight will complete the construction of the Chinese space station through 6 missions.
9. On February 10, the sixth competition day of the 2022 Beijing Winter Olympics, 8 gold medals will be produced. The freestyle ski aerial skills mixed team China team rushed to the gold, and the snowboard U-shaped track skills contestants Cai Xuetong, Liu Jiayu and Qiu Leng strived for a breakthrough, and Yusheng knotted the string to chase the third Olympic crown.
丨Privacy 丨
1. Beijing recently issued a document clarifying that children under 1.3 meters can enjoy free tickets when taking buses and subways.
2. Beijing formulated the Implementation Plan on Optimizing Fertility Policies and Promoting the Long-term Balanced Development of the Population, proposing to implement the three-child birth policy in a sound and orderly manner and improve the supporting policies related to innovation. Employers are encouraged to formulate measures conducive to balancing work and family relations between employees, and to negotiate and determine flexible leave and flexible working methods conducive to the care of infants and young children in accordance with law.
3. Recently, the revised "Shanghai Municipal Bus and Tram Riding Rules" was officially implemented, stipulating that no food and drinking and outside sounds are allowed on buses, and the number of children led by passengers for free has increased to two.
4. Anhui has issued a plan to safeguard the rights and interests of workers in the new form of employment, requiring enterprises to establish and improve the labor complaint mechanism, and must not simply deduct the remuneration of workers by means of bad evaluation and assessment.
5. Henan launched a "package" policy to help enterprises, and exempted the province's highway tolls for enterprises in the province who rent vehicles "point-to-point" before February 28 to organize employees to return to work.
6. A few days ago, 19 departments such as human resources and social security and finance in Ningbo, Zhejiang Province, jointly launched 15 specific measures such as smoothing flexible employment channels, improving social security, and optimizing flexible employment services to further promote the healthy development of flexible employment.
丨around 丨
From 12:00 on the 8th to 12:00 on the 9th, there were 54 new local confirmed cases of new coronary pneumonia in Baise City, Guangxi.
2. Since 00:00 on February 9, postal courier enterprises in Luohu District of Shenzhen have stopped the door delivery business of inbound mail express mail.
From March 9, Yunnan resumed the operation of inter-provincial group travel and "air ticket + hotel" business by travel agencies and online tourism enterprises.
4. Liaoning Meteorological Disaster Monitoring and Early Warning Center has continuously issued a fog red warning signal, and it is expected that from the night of February 9 to the morning of February 10, There will be strong fog weather with visibility of less than 50 meters in Huludao City, Xingcheng and its coastal waters, Jinzhou City, Linghai, Yixian County, Beizhen, Montenegro and other places. At the same time, the Liaoning Meteorological Bureau has also continuously issued a fog level IV warning, and the strong fog in the above areas may cause traffic line interruptions.
丨International 丨
1. According to the latest real-time statistics of WHO, as of 20:32 CET on February 9 (3:32 Beijing time on February 10), the cumulative number of confirmed cases of new crown pneumonia in the world reached 399600607, and the cumulative number of deaths 5757562. On the 9th, there were 2893613 new confirmed cases of new coronary pneumonia in the world, and 11,378 new deaths.
2, local time on the 8th, the World Food Programme warned that the Horn of Africa is experiencing the worst drought since 1981, and 13 million people are facing severe hunger.
3. Madagascar's Ministry of Interior said on the 9th that the country was recently attacked by strong tropical cyclone "Bazire", and the death toll has risen to 89.
4. An economic development report released by the Russian Ministry of Economic Development on the 9th shows that Russia's GDP is expected to grow by 4.6% in 2021. Russia's economic growth in 2021 completely offset the negative growth in 2020, the report said.
5. The European Commission announced the long-planned Chip Act, hoping to expand the proportion of EU chip production capacity in the global market and prevent excessive dependence on the international market by increasing investment and strengthening research and development.
6. The U.S. House of Representatives voted to pass a short-term government appropriations bill to ensure that the federal government has sufficient funds to continue until March 11.
7. According to Kyodo News Agency reported on the 9th, due to the tension between Russia and Ukraine, at the request of the United States, the Japanese government basically decided to provide liquefied natural gas (LNG) to Europe, showing the cooperation posture between allies. On the same day, Japanese Prime Minister Fumio Kishida said on the allocation of natural gas to Europe that the remaining part had been shipped to Europe on the premise of ensuring a stable supply of natural gas to Japan.
8. On the 8th local time, the latest report released by the U.S. Committee to Combat Synthetic Opioid Trafficking showed that from June 2020 to May 2021, more than 100,000 people died of drug overdose, 30% more than the previous year; the economic losses caused by drug overdose to the United States may reach about $1 trillion (about 6.4 trillion yuan) per year.
Company- Related Trends
丨Material matters 丨
1. Sunshine City: Taikang Life, a 3.99% shareholder, intends to liquidate its holdings.
2. Baichuan Shares: The subsidiary intends to increase capital and expand shares to introduce Mingyang Intelligence and Shanghai Shenglian.
3. CITIC Securities: 1.552 billion A-share rights issue shares will be listed and circulated on February 15.
4. Andeli: It is planned to raise no more than 1.35 billion yuan for the acquisition of 15% of the equity of Yajin Technology.
5. Lukang Pharmaceutical: The application for public offering of allotment shares was accepted by the CSRC.
6. Shuanglu Pharmaceutical: The initial public offering of shares of the participating companies was approved and registered by the China Securities Regulatory Commission.
7. Golden Horse Amusement: The application for issuing shares to specific targets is accepted by the Shenzhen Stock Exchange.
8. *ST Hundred Flowers: The application for non-public issuance of shares was accepted by the CSRC.
丨Market 丨
丨US MARKET 丨
On Wednesday, a day before the release of key U.S. inflation data, market risk appetite improved markedly. As of the close, the Dow rose 0.86%, the S&P 500 rose 1.45%, the NASDAQ rose for the second consecutive trading day, up 2.08%, mainly boosted by the rebound of large technology stocks, such as NVIDIA rose more than 6% on the day, Meta rose more than 5%, and popular Chinese stocks also extended their gains, iQiyi rose more than 13%, Gaotu rose more than 12%, and Shell rose more than 10%.
On Wednesday, U.S. Treasury yields fell back markedly, with the 10-year Treasury yield losing to a new high of 1.97% the previous trading day, and the two-year Treasury yield, which is more sensitive to monetary policy, fell by 2.5 basis points during the day, temporarily leaving a two-year high. The dollar index also moved lower.
On Wednesday, Toyota, the world's largest automaker, released its latest earnings report, with operating profit of 784.37 billion yen in the third quarter of fiscal 2022, or about 43.2 billion yuan, down 21% year-on-year, worse than the market had previously expected, and the company also cut its annual production target from 9 million units to 8.5 million units. Toyota said, "We do not expect the state of chip supply shortage to be resolved anytime soon, and may continue into the next fiscal year." ”
One of the most watched data this week, the U.S. January CPI, is coming later today, with Bank of America predicting that if the January CPI data is "not as scary as the market expects," tech stocks could oversold and rally. Another analysis believes that if the CPI is more optimistic than the market expectations, the US Treasury yield will be lower, and if the CPI is "bursting" again, or even just the same as the market expectations, it may help the 10-year US Treasury yield to touch or break through the important threshold of 2%, and continue to promote the rotation of funds to value stocks.
丨 European market 丨
The latest corporate earnings report was strong, and on Wednesday, the three major European stock markets rose collectively, with the London stock market in the United Kingdom rising by 1.01%, the service stock led the rise, the Paris stock market in France rose 1.46%, and the Frankfurt stock market in Germany rose 1.57%.
丨Gold crude oil 丨
According to data released by the U.S. Energy Information Administration on the 9th, the U.S. commercial crude oil inventory last week was 410.4 million barrels, a decrease of 4.8 million barrels from the previous month. International oil prices rose slightly on the 9th.
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(Edited by Sun Yonghui)