Morning News - Big Events at a Glance
丨Intent news 丨
1. The Ministry of Commerce said that it will continue to promote the reform, opening up and innovation of trade in services this year, and proposed to vigorously develop digital trade and build a digital trade demonstration zone and other key tasks.
On the 2nd and 10th, the Ministry of Industry and Information Technology and other eight departments issued the "Implementation Plan on Accelerating the Comprehensive Utilization of Industrial Resources", proposing to accelerate the comprehensive utilization of industrial resources and improve the recycling system of waste power batteries.
3. The State Council approved the construction of a park city demonstration zone in Chengdu to practice the new development concept.
4. Chinese the official website of Minmin Bank released financial statistics on the 10th, and RMB loans increased by 3.98 trillion yuan in January, which is the highest point of single-month statistics, an increase of 394.4 billion yuan year-on-year.
5. On the 10th, the Consumer Protection Bureau of the China Banking and Insurance Regulatory Commission (CBIRC) notified Mercedes-Benz Auto Finance Co., Ltd. of infringing on the legitimate rights and interests of consumers, saying that the company's promotional materials did not clearly state the provider of the loan product; the disclosure of service price information did not meet the requirements; the standard terms of the authorized use of consumer information did not follow the legal, legitimate and necessary principles, which infringed on the consumer's right to know and the right to make independent choices, and there were hidden dangers to consumer information security risks.
6. Recently, CNOOC released the news that the first deep-water plough trencher sea trial operation in the mainland was successful in the sea area of Yacheng, Hainan, filling the technical gap of the deep-water submarine pipeline ploughing trenching in the mainland.
7, the national coal trading center news, recently a number of departments have introduced a number of measures, coal prices will gradually fall, the current domestic power plant coal storage average availability days reached 23 days, significantly higher than the average level of previous years.
8. Statistics from the Ministry of Industry and Information Technology show that during the 7-day Spring Festival holiday in 2022, the mobile Internet access traffic reached 4.349 million TB (1 TB = 1024 GB), an increase of 21.7% compared with the Spring Festival in 2021, and a growth rate of more than 20% for three consecutive years.
9. The relevant person in charge of the Olympic Broadcasting Service Company said on the 10th that as of now, the global viewership share of the Winter Olympic Games has created a new high in the previous Winter Olympic Games; in terms of broadcast technology, for the first time, the whole event has been produced and broadcast in 4K, and 8K ultra-high-definition public signals have been provided at the opening ceremony, achieving global leadership.
10. The Central Meteorological Observatory predicts that from the 11th to the 13th, a new round of large-scale rain and snow weather processes will affect most of the mainland from west to east. There is heavy snowfall and local blizzards in Beijing, Tianjin, north-central Hebei, northern Shanxi, the south-central region of Inner Mongolia and the Ili River Valley in Xinjiang.
On the 11th and 10th, the freestyle skiing aerial skills mixed team final, Xu Mengtao, Jia Zongyang, Qi Guangpu composed of the Chinese team won the silver medal. On February 11, the seventh competition day of the 2022 Beijing Winter Olympics, seven gold medals will be produced. Short track speed skating women's 1000 meters three-person rush gold, Wu Dajing began to defend the title, steel frame snowmobile Yan Wengang, Yin Zheng impact medal.
丨Privacy 丨
1. The State Administration of Radio and Television issued the "14th Five-Year Plan for the Development of Chinese Television Dramas", which regulates the order of income distribution, including actors' remuneration, and promotes the use of standardized, institutionalized, and unified film remuneration and other labor contracts.
2. Shanghai issued the "Compliance Guidelines for Commercial Advertising Endorsement Activities", which clearly states that star artists who violate public order and good customs must not be used for advertising endorsements.
3. Jiangsu legislation strengthens the management of public security in public transportation, and encourages passengers to discourage and stop the ongoing behavior of obstructing safe driving.
丨around 丨
1. From 0:00 to 18:00 on the 10th, there were 20 new local confirmed cases of new coronary pneumonia in Liaoning Province, including 1 case reported in Shenyang City and 19 cases reported in Huludao City. One place in Huludao City was upgraded to a high-risk area, and one place was upgraded to a medium-risk area.
From 12:00 on the 9th to 12:00 on the 10th, there were 12 new local confirmed cases of new coronary pneumonia in Guangxi, all in Baise City. Guangxi issued a notice that all types of schools at all levels in Baise City will postpone the opening of schools. Other areas and schools outside of Bose must not organize the return of students to school as early as February 20.
3. On the 10th, there was a new local confirmed case of new coronary pneumonia in Tongren Bijiang District, Guizhou.
4. On February 9, the Shenzhen-Shantou Special Cooperation Zone issued a notice saying that from 00:00 on February 10, 2022, postal courier enterprises in the Shenzhen-Shantou Cooperation Zone will stop the door-to-door delivery of inbound mail express mail.
5. February 10 news, since February 7, Guangxi Province launched the "circuit breaker" mechanism for the management of inter-provincial (autonomous regions and municipalities) tourism business activities, and travel agencies and online tourism enterprises in Guangxi have suspended the operation of inter-provincial (city, district) group tours and "air ticket + hotel" business.
6. On February 10, the Opening of the Qixian Hub to Keyan Interchange section of the Hangshaotai Expressway marked the completion and opening of the entire Line of the Hangshaotai Expressway, which will further narrow the time and space distance between central Zhejiang and Hangzhou.
丨International 丨
1. According to the latest real-time statistics of WHO, as of 17:13 CET on February 10 (0:13 Beijing time on the 11th), the cumulative number of confirmed covid-19 cases in the world exceeded 400 million, reaching 402044502, and the cumulative number of deaths was 5770023. Globally, there were 2332592 new confirmed cases of COVID-19 and 12,005 new deaths.
2. On the 10th local time, French President Emmanuel Macron elaborated on France's plan to redevelop nuclear power. He said France will build six new European pressurized water nuclear reactors, and the first one is expected to be operational in 2035. At the same time, he also asked EDF to study a feasible plan for the construction of eight more nuclear reactors.
3. On February 10, local time, the European Commission released a winter economic outlook report pointing out that the EU economy will continue to recover, and it is expected that the EU economy will grow by 4.0% and 2.8% in 2022 and 2023, respectively.
4. According to the South Korean KBS website reported on the 10th, the South Korean government will abolish the purchase limit policy of 5,000 US dollars for Korean citizens leaving the country from next month. At this point, South Korea's 43-year duty-free shop purchase limit will become a thing of the past.
Company- Related Trends
丨Material matters 丨
On January 10, MSCI announced the adjustment of two major Chinese index samples: the MSCI China Index added 10 new Chinese stocks; the MSCI China A-share onshore index added 4 constituents. Effective after the close of trading on February 28.
2. China Merchants Securities: The public issuance of perpetual subordinated corporate bonds of not more than 15 billion yuan was approved.
3. Nanjing Securities: The public issuance of short-term corporate bonds was approved by the CSRC.
4. Medici: It is planned to raise no more than 2.16 billion yuan for projects such as pharmaceutical research and development innovation industry base.
5. Fangyuan shares: it is planned to issue convertible bonds of not more than 660 million yuan for projects with an annual output of 50,000 tons of high-end ternary lithium battery precursors.
6. Huaneng International: Completed the issuance of 2 billion yuan of ultra-short-term financing bonds.
7. Polyfluoride: Holding subsidiary capital increase and share expansion to introduce strategic investors.
8. Crystal Optoelectronics: Plans to repurchase shares for 100 million yuan to 200 million yuan.
丨Market 丨
丨US MARKET 丨
On Thursday, local time, the latest release of the US Consumer Price Index for January, that is, the CPI, reached a new high, further strengthening the Fed's expectations of interest rate hikes. Dragged down by this, the three major US stock indexes collectively opened low, the NASDAQ once fell more than 260 points, and then the three major stock indexes fell short-term rebound, but fell again after noon. By the close, the NASDAQ was down 2.10 percent, the S&P 500 was down 1.81 percent, and the Dow was down 1.47 percent. On the disk, technology stocks generally declined, especially in the semiconductor sector, Qualcomm, AMD, Adobe all fell more than 5%, while Tesla, Xiaopeng Automobile and other new energy vehicle stocks also fell collectively.
Also affected by CPI data, the US 10-year Treasury yield jumped 6 basis points on Thursday to break the 2% mark for the first time since August 2019.
U.S. CPI rose 7.5 percent in January from a year earlier, up 7.3 percent from market expectations and another 40-year high, according to data released by the Labor Department on Thursday. The data shows that U.S. consumers are facing price increases in all aspects of their lives, such as fuel prices rising 46.5% year-on-year in January and food prices also increasing by 29% year-on-year. The market generally believes that another "burst" of inflation data will prompt the Fed to further discuss a 50 basis point plan to raise interest rates in March. According to CME Group's "Fed Watch Tool," the expected probability of a 50 basis point rate hike by the Fed in mid-March has soared to 54 percent in mid-March after the release of CPI data.
In this case, however, U.S. supply chain tensions may still be rising. Protests in Ottawa, Canada, continued, and demonstrators blocked the largest trade route between Canada and the United States for several consecutive days, the Ambassador Bridge, which can be said to have "added fuel to the fire" of inflation in the United States when the supply chain is already tight. U.S. White House Press Secretary Psaki said that the Ambassador Bridge is the busiest channel between Canada and the United States, transporting about 25% of the total value of goods transported between the two countries, and is also an important channel for transporting auto parts, and transportation delays will affect the supply chain of the automotive industry, disrupt the auto market, and exacerbate inflation.
丨 European market 丨
In the European market, after the release of the US CPI data, the main European stock markets also collectively moved lower on Thursday, but then the trend diverged, as of the close, the British London stock market rose 0.38%, the French Paris stock market fell 0.41%, and the German Frankfurt stock market edged up to 0.05%.
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(Edited by Sun Yonghui)