I. [News Express]
1. The Banking and Insurance Regulatory Commission held a research symposium to study the policies and measures related to financial asset management companies to help resolve financial risks
Chinese Min Bank and the China Banking and Insurance Regulatory Commission held a symposium on the 8th in China Orient Asset Management Co., Ltd. to listen to the relevant departments on promoting the disposal of non-performing assets and mergers and acquisitions and restructuring of small and medium-sized financial institutions, and the meeting held that in 2022, it is necessary to adhere to the stability of progress, the financial services industry should further do a good job in supporting the high-quality development of the economy, adhere to the supply-side structural reform as the main line, steadily promote the optimization of the industry structure, realize the light loading of enterprises, and effectively promote the expansion of investment and increase consumption. Achieve a virtuous circle of the national economy. Financial asset management companies should strengthen coordination with other enterprises, adhere to the correct positioning, and make new positive contributions to the transformation of the financial industry and the development of the financial market.
2. Ministry of Transport: Accelerate the development of new energy and clean energy vehicles and ships, and strengthen the replacement of transportation electrification
The Ministry of Transport held the first meeting of the leading group for carbon peaking and carbon neutrality, and Li Xiaopeng, minister of the Ministry of Transport, requested that all efforts be made to promote the work of carbon neutrality in transportation. First, do a good job in optimizing the transportation structure. Accelerate the construction of a comprehensive three-dimensional transportation network, accelerate the development of multimodal transport with railways and waterways as the backbone, build a perfect, reasonable and convenient urban and rural public transportation system, and promote the integration and development of new technologies and transportation formats. The second is to do a good job in the promotion and application of energy-saving and low-carbon equipment. Accelerate the development of new energy and clean energy vehicles and ships, strengthen the electrification of transportation substitution, accelerate the modernization of old means of transport, and promote cutting-edge technology research. The third is to do a good job in green and low-carbon travel. Comprehensively promote the construction of public transportation cities, improve the supply capacity of public transportation, actively carry out green travel creation actions, and guide the public to give priority to green travel methods. The fourth is to do a good job in conserving resources and making intensive use of them. Make overall use of resources such as comprehensive transportation channel locations, land, and airspace, encourage different ways and levels of linear transportation infrastructure to share channels, and vigorously promote energy-saving and environmentally friendly materials and process methods.
3. National measures for the supervision of pre-sale funds for commercial housing have been introduced Housing enterprises are expected to obtain more liquidity
According to many parties, the opinions on the supervision of national pre-sale funds for commercial housing have been introduced recently. The amount of supervision of pre-sale funds is determined by the urban and rural construction departments at the city and county level according to factors such as the project cost contract, and when the funds in the supervision account reach the regulatory quota, the funds exceeding the quota can be withdrawn and used by housing enterprises. The measures are conducive to clarifying the responsibility for the supervision of pre-sale funds for commercial housing in various places, enhancing the flexibility of the use of pre-sale funds for commercial housing, and can play a corrective effect on the previous practice of excessive supervision of pre-sale funds in some places.
4. The State Administration of Radio, Film and Television: Strengthen the protection of the whole chain of intellectual property rights in the field of television dramas and standardize the order of income distribution
The State Administration of Radio and Television issued the "14th Five-Year Plan" China Television Drama Development Plan. It is mentioned that the whole chain of intellectual property rights in the field of television dramas should be strengthened, and the awareness of respecting and protecting intellectual property rights in the whole industry should be enhanced. Standardize the order of income distribution, including actors' remuneration, and promote the use of standardized, institutionalized, and unified film remuneration and other labor contracts. Strictly deal with actors and related institutions that have violated laws and regulations such as tax evasion, "yin and yang contracts", and "sky-high film remuneration", and prohibit artists who have violated the law and morality from appearing in television dramas. Resolutely oppose the "sky-high film remuneration", strictly implement the provision that the total film remuneration of all actors in each TV series shall not exceed 40% of the total production cost, and the film remuneration of the main actors shall not exceed 70% of the total film remuneration of the actor, and strengthen the filing and verification of the film remuneration contract.
5. Eight departments, including the Ministry of Industry and Information Technology: Promote the application of waste power batteries in the fields of power backup, charging and replacement
Eight departments, including the Ministry of Industry and Information Technology, issued an implementation plan for accelerating the comprehensive utilization of industrial resources. The plan proposes to improve the management system and strengthen the traceability management of the whole life cycle of new energy vehicle power batteries. Promote upstream and downstream cooperation in the industrial chain to build recycling channels and build a cross-regional recycling system. Promote the application of waste power batteries in the fields of power backup, charging and replacement. A number of cascade and recycling demonstration projects will be built in key areas such as the Beijing-Tianjin-Hebei Region, the Yangtze River Delta, and the Guangdong-Hong Kong-Macao Greater Bay Area. Cultivate a number of echelon and recycling backbone enterprises, and increase the research and development and promotion of power battery nondestructive testing, automated dismantling, efficient extraction of valuable metals and other technologies.
6, January financial data exceeded expectations, social finance hit a record high!
The central bank's website released financial data for January, and at the end of January, the balance of broad money (M2) was 243.1 trillion yuan, an increase of 9.8% year-on-year. China's new RMB loans in January were 3,980 billion yuan, the highest point in single-month statistics, an increase of 394.4 billion yuan year-on-year; it is expected to be 3,700 billion yuan, compared with a previous value of 1,131.8 billion yuan. China's social financing scale increased by 6,170 billion yuan in January, estimated at 5,385 billion yuan, compared with 2,368.2 billion yuan in the previous value. According to ifnd data, the new social finance has reached a record high.
7. Northbound funds bought a net of 4.5 billion yuan on Thursday Ping An of China received a net purchase of more than 900 million yuan
Northbound funds bought a net of $4.52 billion on Thursday. Ping An of China, Zijin Mining and Lixun Precision received net purchases of RMB938 million, RMB927 million and RMB281 million respectively. LONGi shares had the highest net sale of RMB419 million.
8. WuXi AppTec: The company has not found other media reports or market rumors that need to be clarified or responded to
WuXi AppTec announced that neither the company nor its subsidiaries were included in the U.S. Department of Commerce's Unverified List. For details, please refer to the previous Clarification Announcement. After the Company's self-examination, as of the date of disclosure of this announcement, the Company has not found any other media reports or market rumors that need clarification or response.
9, U.S. stocks collectively closed down Semiconductors, Internet technology stocks dragged the NASDAQ down more than 2%
U.S. stocks closed, the three major stock indexes collectively closed down, the Dow down 1.47%, the Nasdaq down 2.1%, and the S&P 500 down 1.81%. The semiconductor sector weakened, with Qualcomm down 5.38 percent, NXP down more than 5 percent, Asmay down 3.45 percent and Applied Materials down more than 3 percent. Internet tech stocks were mostly lower, with Apple down 2.4 percent, Microsoft down 2.8 percent and Google down more than 2 percent. Chinese stocks bucked the market, with Zijin Mining up more than 16 percent, Lujin up 16.4 percent and Parkson China up more than 6 percent. WTI March crude oil futures closed up $0.22, or 0.24 percent, at $89.88 a barrel. Brent's April crude futures closed down $0.14, or 0.15 percent, at $91.41 a barrel. COMEX April gold futures closed up 0.03% at $1837.20 an ounce.
10, the United States in January CPI rose 7.5% year-on-year to a 40-year high
U.S. unseasoned CPI rose 7.5 percent year-over-year in January, compared with expectations of 7.3 percent and 7 percent in the previous month. The number of U.S. first-time jobless claims last week was 223,000, compared with an estimated 230,000 and the previous value was 238,000.
11- and 10-year U.S. Treasury yields rose above the 2% mark for the first time since August 1, 2019
The US 10-year Yield refreshed to 2.0049 on a refresh day, approaching the top 2.0578% on August 1, 2019, with the current intraday gain of more than 6.00 basis points. The data shows that the US CPI rose 7.3% year-on-year in January, continuing to rise the largest increase in the last 40 years.
12. BlackRock's fourth quarter 13F position disclosure: steady increase in large technology stocks
According to the 13F filing in the fourth quarter, the five major buying stocks of BlackRock in the fourth quarter were Microsoft, Nvidia, Tesla, Qualcomm and Broadcom, and the reduction of holdings PayPal, Walt Disney, JPMorgan Chase and so on. The first heavy stock is Apple, with a shareholding ratio of 4.61%, and the second heavy stock is Microsoft, with a shareholding ratio of 4.44%.
II. 【Market Strategy】
On Thursday, the Shanghai and Shenzhen indexes as a whole showed a pattern of shock adjustment. The three major indexes opened slightly higher in the morning, and then the Shanghai Composite Index maintained a narrow range of shocks throughout the day, and finally closed slightly higher; while the ChiNext and Shenzhen indexes shocked downward patterns were obvious, and finally the green market closed, of which the ChiNext index fell nearly 2%. In terms of industry sectors, online tourism, tourism hotels, pork concepts, aviation airports, public utilities, civil explosion concepts, chicken concepts, engineering construction, coal industry and other sectors rose in the front, while CRO, wind power equipment, Ning combination, photovoltaic equipment, batteries, blade batteries, HIT batteries, non-metallic materials, solid-state batteries, Huawei Euler, sodium ion batteries, medical services and other sectors fell in the front. Looking at the rise and fall of individual stocks, more than 1700 stocks in the two cities rose, and more than 2700 stocks fell, and the effect of making money was poor. As of the close, the main capital outflow was nearly 24 billion, the net purchase of northbound funds exceeded 4.5 billion, and the market turnover was 0.93 trillion yuan.
From the performance of the index, the Shanghai index closed out four consecutive Yang, but the ChiNext index fell nearly 2%, after the general reaction differentiation reappeared, north to normal net buying, overall, although the market gradually out of the Spring Festival before the situation of extreme decline, but the overall market sentiment is still relatively sluggish. From the perspective of individual stock performance, more falls and less rises, and the growth direction represented by the Ningde era continues to adjust, further affecting market sentiment. Overall, as our point of view has always emphasized, the market continues to be in the bottoming stage, we must normally look at the repetition of the bottoming stage of the market, only the bottom of the repeated consolidation, it is expected to open a strong reversal market. In the current situation, controlling the position is the first priority. The number of Shanghai indexes can not be effectively enlarged, short-term should always be vigilant to enter the second bottoming stage, the heavy stocks in the hand to seize the opportunity to reduce the rebound high. The ChiNext index is still in the bottoming stage, and before the trend is reversed, it will see more and move less.
III. [Theme Nuggets]
Space Station: According to media reports, a few days ago, when the China Aerospace Science and Technology Group released the "Blue Book of China's Aerospace Science and Technology Activities (2021)", it was revealed that this year, the China Aerospace Science and Technology Corporation plans to arrange more than 50 space launch missions and launch more than 140 spacecraft throughout the year. Among them, the construction of the space station is the top priority of the space mission throughout the year. Ma Tao, deputy director of the Aerospace Department of China Aerospace Science and Technology Group, said that in 2022, the group will complete six major tasks of the manned space station project, build a space station in an all-round way, and promote China's space development to a new height.
Target: Sinomachine Seiko (002046), Tailin Biological (300813)
Electronic detonators: The Ministry of Industry and Information Technology clearly proposed at the "14th Five-Year Plan for the Safety Development Plan of the Civil Explosives Industry" that the comprehensive promotion of industrial digital electronic detonators, in addition to retaining a small amount of production capacity for export or other licensed special purposes, will stop production before the end of June 2022 and stop selling ordinary industrial detonators before the end of August.
Target: Cathay Group (603977), Guangdong Hongda (002683)
Resource recovery: The Ministry of Industry and Information Technology and other eight departments recently issued the "Implementation Plan on Accelerating the Comprehensive Utilization of Industrial Resources", proposing to strive for a comprehensive utilization rate of 57% of bulk industrial solid waste by 2025. Among them, the smelting slag reached 73%, and the industrial by-product gypsum reached 73%. The utilization of major renewable resource varieties exceeds 480 million tons, of which 320 million tons of scrap steel and 20 million tons of waste non-ferrous metals.
Target: Huahong Technology (002645), Zhefu Holdings (002266)
IV. [Listed Companies]
【Important Matters】
*ST HNA 600221: Fang Wei, the actual controller, intends to increase its holdings by 50 million shares to 100 million shares
Yahuilong 688575: The novel coronavirus antigen detection kit has been approved and supplied by the Japanese PMDA
SMIC 688981: Capital expenditures are expected to be approximately $5 billion in 2022
WuXi AppTec 603259: The company found no other media reports or market rumors that needed clarification or response
【Fixed addition and reorganization】
Sifang Jingchuang 300468 disclosed the results of the fixed increase: Caitong Fund was allocated 107 million yuan Huaxia Fund, Goldman Sachs and so on
China Merchants Securities 600999: The public issuance of perpetual subordinated corporate bonds of not more than 15 billion yuan was approved
Fangyuan shares 688148: the proposed issuance of convertible bonds not more than 660 million yuan for the annual output of 50,000 tons of high-end ternary lithium battery precursors and other projects
Medici 688202: It is planned to raise no more than 2.16 billion yuan for projects such as pharmaceutical research and development innovation industry bases
【Management, Performance】
Yunnan Energy Investment 002053 Performance Express: Net profit in 2021 was 244 million yuan, up 5.39% year-on-year
Xiangjia shares 002982: January live poultry sales revenue fell 10.87% month-on-month
Tang Renshen 002567: January hog sales revenue fell by 39.29% year-on-year
Xiaoming shares 300967: January chicken product sales revenue fell 4.47% month-on-month
SAIC 600104: Sales of new energy vehicles in January increased by 25.54% y/y
Zhenghong Technology 000702: January hog sales revenue decreased by 42% month-on-month
COSCO Haite 600428: January traffic increased by 1.2% year-on-year to 1.1279 million tons
Poly Development 600048: January achieved a signed amount of 28.302 billion yuan, a year-on-year decrease of 34.29%
【Investment Matters】
Sifang Shares 601126: It is proposed to increase the capital of Zhongneng Zhixin with 45.925 million yuan
Lianchuang Co., Ltd. 300343: Plans to invest in the construction of 50,000 tons / year PVDF industrial chain and 0.6GW of supporting green power projects
ULide 688628: plans to invest 300 million yuan in the construction of an instrumentation industrial park
Xianhui Technology 688155: Proposed to acquire 51% of the equity of Ningde Dongheng Machinery
Honglu Steel Structure 002541: Signed a 1 billion yuan Honglu intelligent assembly base project
Changshan Beiming 000158: It is planned to jointly invest in the construction of China's supply and marketing Shijiazhuang cold chain logistics industrial park project
Anhui Wei Gaoxin 600063: It is proposed to acquire 100% of the equity of Anhui Wei Sheng for 795 million yuan
Aikodi 600933: Invest in the construction of intelligent manufacturing projects for new energy vehicle three-electric system components and automotive structural parts
【Other matters】
Zhejiang Mining Co., Ltd. 300837: Directors face the risk of being subjected to criminal compulsory measures for drunk driving
Jiangsu Beiren 688218: the core technical personnel left
Renfu Pharmaceutical 600079: Clinical trials of aminophenol oxycodone extended-release tablets were approved
Tongyi Shares 300538: The IPO application of the participating company was approved by the CSRC for registration
Shandong Gold 600547: The cumulative gold production of the new city gold mine in the new city reached 100.006 tons
Three days and two boards Qujiang Cultural Tourism 600706: the company's digital collection is not NFT, and its revenue accounts for less than 1%
Compass 300803: The manager determines that the company is an investor in the restructuring of Netinfo Securities
Meichang Co., Ltd. 300861: plans to implement technical transformation of 578 production lines of the existing high-efficiency diamond line
【Increase or decrease】
Crystal Optoelectronics 002273: Plans to repurchase shares for 100 million yuan to 200 million yuan
Huaxia Happiness 600340: The controlling shareholder, Huaxia Holdings, has cumulatively passively reduced its shareholding by 1.11%.
Apex Software 603383: Shareholder Jinshi Investment intends to reduce its shareholding by no more than 6%.
ST Zhongchang 600242: Shareholder Wulian Yunke intends to reduce its holdings by no more than 1%.
V. 【Trading Tips】
This article originated from the financial world