Brother Conscience February 10, 2022 Financial Breakfast Truck 1, Development and Reform Commission, Energy Bureau: Arrange deployment to continue to do a good job in stabilizing coal market prices, and monitor some coal prices found

Conscience Brother February 10, 2022 Financial Breakfast Car

1. Development and Reform Commission and Energy Bureau: Arrange and deploy to continue to do a good job in stabilizing coal market prices, and interview and remind some enterprises with inflated coal prices found by monitoring, requiring them to pay close attention to verification and rectification. Coal production enterprises should pay close attention to resuming normal production and supply, strictly implement the national policy requirements for ensuring supply and stabilizing prices of coal, and further study and take measures such as investigation and accountability for those who are still not rectified after being reminded; relevant local departments should strengthen monitoring reports, timely do a good job of policy publicity and interpretation, and promote the stable operation of coal prices within a reasonable range.

Comments:

The day before yesterday for the coal sunspot we have commented, if the coal rises too outrageously threatens the power supply, the village is a stuffy stick, the voice fell, the next day, it was interviewed. But don't be too pessimistic, coal is a perennial power supply raw material, long-term stable development, up more hammer, snail climb.

2. GCL-Poly Energy: The Board of Directors initiated a feasibility study to discuss and plan the possibility of listing the company on the stock exchange in China, including the listing method, timing and any offering plan.

Comments: If GCL comes to the mainland, it is a good thing, this is a good company, short speculation is not suitable, medium and long-term line is very suitable.

3, Asma: The semiconductor industry needs a lot of investment to increase production capacity, and there is no danger of oversupply. Plans by China, the European Union, Japan, South Korea and the United States are expected to double capital spending in the chip industry from $150 billion in 2021. The significant growth prospects of the semiconductor industry do require significant capacity increases.

4, domestic commodity futures: as of the afternoon close on February 9, most of the closing down, iron ore fell nearly 6%, ethylene glycol, asphalt, fuel oil fell more than 4%, coking coal, Zheng alcohol, plastics, PP fell more than 3%, styrene, low-sulfur fuel oil, ferrosilicon, urea, crude oil, glass, PTA fell more than 2%, coke, PVC, starch, pigs fell more than 1%. Shanghai aluminum rose more than 2%, Shanghai lead, soybean meal, No. 20 glue, stainless steel rose more than 1%.

5. Central bank: On Wednesday, 20 billion yuan of 7-day reverse repurchase operation was launched, and 200 billion yuan of reverse repurchase expired on the same day. Shibor: It was trading at 1.7280% overnight, down 31.60 basis points. The 7-day trade was 2.0100%, down 7.70 basis points. It was trading at 2.4470% for the third month, down 0.10 basis points.

6. The Ministry of Education and other three departments: jointly issued the "Opinions on Strengthening Education Administrative Law Enforcement and Deepening the Comprehensive Management of Off-campus Training". It is pointed out that it is necessary to comprehensively improve the quality and efficiency of administrative law enforcement in the supervision of off-campus training, strictly investigate and deal with violations of laws and regulations in off-campus training in accordance with the law, and ensure that the "double reduction" work is solid and effective. All local departments of education, establishment, and judicial affairs should promote the inclusion of funds for off-campus training and supervision of administrative law enforcement work in financial budget management, and strengthen safeguards.

7. Cuiwei shares: Holding subsidiary Haike Rongtong is mainly engaged in third-party payment business, the income mainly comes from offline bank card acquiring fees, the new digital rmb payment method does not change its source of income and structure, and its cooperation with the bank is only to build a digital yuan acquiring business port, and does not involve related research and development work. At present, the digital RMB payment method has not yet brought incremental business income.

8, Delis: in 2021, the production capacity of prefabricated vegetables is about 30,000 tons, and the production capacity of prefabricated dishes under construction is 150,000 tons, of which the Shandong headquarters has a production capacity of 100,000 tons and has begun partial trial production; the 50,000 tons of prefabricated vegetable production capacity of Shaanxi Base is expected to be put into operation in July 2022, and by the end of 2022, the new prefabricated vegetable production capacity will reach 150,000 tons.

Ham sausages began to threaten again, since the last time we named, and then the miraculous big bad wolf the next day in a hurry to panic shipment, afraid that the scam would be exposed and directly fell to a halt!!! After n consecutive days of slaughter... At present, the market value management team has sent a good report: after the slaughter, the retail meat factory continues to open for business... Typical guerrilla style short stir-fry. Prepared dishes? Become high-tech?

9. Global market dynamics:

(1) Asia: The Nikkei 225 rose 1.08% at 27579.87. South Korea's KOSPI index rose 0.81% at 2768.85 points.

(2) U.S. stocks: The Dow closed up 0.86% at 35,768.06 points; the NASDAQ closed up 2.08 percent at 14,490.37 points; and the S&P 500 closed up 1.45 percent at 4,587.18 points.

(3) Europe: The UK FTSE 100 closed up 1.01% at 7643.42 points; the German DAX30 index closed up 1.57% at 15482.01 points; and the French CAC40 closed up 1.46% at 7130.88 points.