U.S. stocks closed lower slightly on Monday. Investors are keeping a close eye on Russia-Ukraine tensions and are prepared to respond to possible actions by the Fed in response to the spike in inflation. St. Louis Fed President Bullard said the central bank needs to be more aggressive in fighting inflation.
According to foreign media reports, the United States is about to close the embassy in Kiev. Russian Foreign Minister Sergei Lavrov said Russia could consider continuing negotiations with the United States and NATO.
On the disk, most of the large technology stocks closed higher, Netflix, Amazon rose more than 1%, Google rose nearly 1%, Microsoft fell slightly, Meta fell nearly 1%. Chip stocks rose and fell, with Nvidia, Interger up more than 1%, Chaowei Semiconductor up nearly 1%, NXP Semiconductors slightly down, ST Semiconductors down more than 1%.
Popular Chinese stocks generally closed down, education, anti-epidemic, energy stocks fell in the front, and Tencent's concept sector ushered in a general decline. Shell fell nearly 6%, Qutoutiao, Tuya Intelligence, Zhihu fell more than 4%, New Oriental, Huya fell more than 3%, Douyu and Mushroom Street fell more than 2%, Weilai and Pinduoduo fell more than 1%. In terms of other Chinese stocks, 21Vianet fell more than 10%, Monster Charging fell nearly 10%, iQiyi fell more than 3%, Bilibili fell more than 2%, and Ideal Auto and Ctrip rose nearly 1%.
The Ministry of Finance announced that for the production equipment referred to in Article 2 of the Notice of the Ministry of Finance, the General Administration of Customs and the State Administration of Taxation on the "Zero Tariff" Policy for Self-use Production Equipment in the Hainan Free Trade Port (Cai Guan Zi [2021] No. 7), the production equipment required for cultural and sports tourism such as carousels, swings and other amusement park entertainment equipment is added, and according to the "China Import and Export Tariff (2022)" commodity classification, including: carousels, swings and rotating platforms, roller coasters, water riding and riding amusement facilities, water park entertainment equipment and other 8 commodities.
When the Government Debt Research and Evaluation Center of the Ministry of Finance released the january local bond issuance data, it was disclosed that with the approval of the State Council and reported to the Standing Committee of the National People's Congress for the record, the Ministry of Finance issued a new local government debt limit of 1,788 billion yuan in advance in 2022, of which the general debt limit was 328 billion yuan and the special debt limit was 1,460 billion yuan.
According to the State Administration of Market Regulation, as of now, 869 centralized supervision warehouses for imported cold chain food have been built nationwide. Centralized supervision warehouses for the customs port to release the imported cold chain food into the warehouse unified killing, unified testing, after obtaining the warehouse certificate, can enter the market sales. Centralized supervision warehouses have played an important role in cutting off potential epidemic transmission channels, improving the efficiency of emergency disposal of problem frozen products, and saving disposal costs. The State Administration for Market Regulation promotes the information management of centralized supervision warehouses for imported cold chain food, establishes electronic archives of centralized supervision warehouse subject information and import cold chain food traceability information, dynamically updates data, carries out network inspections, timely risk warning, and forms a closed loop of responsibility.
Recently, the Ministry of Transport, the Ministry of Industry and Information Technology, the Ministry of Public Security, the Ministry of Human Resources and Social Security, the Chinese Bank, the State Administration of Taxation, the State Administration for Market Regulation, the State Cyberspace Administration and other 8 departments jointly revised and issued the "Notice on Strengthening the Work Related to the Joint Supervision of the Whole Chain of the Online Reservation Taxi Industry Before, During and After the Event" (hereinafter referred to as the "Notice"). Relevant local departments are required to optimize service processes, strictly control industry access, and urge online ride-hailing platform companies not to access drivers and vehicles that have not obtained corresponding taxi permits.
On February 14, the Passenger Car Market Information Joint Committee released data showing that in January this year, retail sales of new energy vehicles reached 347,000 units, an increase of 132% year-on-year.
As of the end of January, foreign institutions held 4.07 trillion yuan of bonds in the interbank market, accounting for about 3.5% of the total custody of the interbank bond market. From the perspective of coupons, the main type of custodian bonds of overseas institutions is treasury bonds, with a custody volume of 2.52 trillion yuan, accounting for 61.9%. It is followed by policy-oriented financial bonds, with an amount of 1.08 trillion yuan in custody, accounting for 26.6%.
G7 Finance Minister issued a statement on the situation in Russia and Ukraine on February 14 local time in Europe, reiterating his support for Ukraine's economy and the easing of the regional situation through diplomatic channels. In his statement, the G7 finance minister said that the priority now is to ease tensions, but in the event of any "further military action" by Russia against Ukraine, it will provide a prompt, coordinated and forceful response to Russia. The G7 countries are ready to impose economic and financial sanctions collectively, which will have a huge and direct impact on the Russian economy.
Oriental Wealth: At present, the secondary market price of "Dongcai Transfer 3" is quite different from the redemption price
Orient Wealth announced that according to the arrangement, as of the close of the market on February 28, the "Dongcai Transfer 3" that has not been converted shares will be compulsorily redeemed at a price of 100.18 yuan / zhang, and after the redemption is completed, the "Dongcai Transfer 3" will be delisted from the Shenzhen Stock Exchange. At present, the secondary market price of "Dongcai Transfer 3" is quite different from the redemption price, and investors may face losses if they do not transfer shares in time, and bondholders are particularly reminded to pay attention to the transfer of shares within the time limit. According to the relevant regulations, if the circulating par value of "Dongcai Transfer 3" is less than RMB30 million, trading will be stopped three trading days after the company issued the relevant announcement, so the actual stop trading time of "Dongcai Transfer 3" may be advanced.
Shuangliang Energy Saving: The subsidiary signed a sales contract for monocrystalline silicon wafers of 15.95 billion yuan
Shuangliang Energy Saving announced that Its wholly-owned subsidiary, Shuangliang Silicon Materials, and Trina Solar signed the Monocrystalline Silicon Wafer Procurement Framework Contract, which stipulates that trina Solar is expected to purchase 1.892 billion monocrystalline wafers from its subsidiary from 2022 to 2024, with an estimated sales amount of 15.95 billion yuan. In addition, Jiangsu Shuangliang New Energy Equipment, a holding subsidiary of the company, signed the "Contract for the Sale and Purchase of Reducing Furnace Equipment" with Gansu Guazhou Baofeng Silicon Material Development Co., Ltd., with a contract amount of 260 million yuan.
Hesheng Silicon Industry: Plans to invest 17.5 billion yuan to build a high-purity polysilicon project with an annual output of 200,000 tons
Hesheng Silicon Announced that it intends to invest 17.5 billion yuan to build a high-purity polysilicon project with an annual output of 200,000 tons.
5 days 4 Board Qujiang Cultural Tourism: digital collection revenue accounts for less than 1% of the company's annual revenue
Qujiang Cultural Tourism issued an announcement of stock price changes, and the open scenic spots under the jurisdiction of the company resumed opening to the public on January 23, 2022; recently, the company and its subsidiary Xi'an Qujiang City Wall Tourism Development Co., Ltd. have launched digital collections, the company's digital collections are not NFTs, and the current revenue accounts for less than 1% of the company's annual revenue.
Boteng shares received a letter of concern from the Shenzhen Stock Exchange
Boteng received a letter of concern: The Shenzhen Stock Exchange asked the company to explain whether the existing production capacity can meet the order delivery needs of Pfizer's companies, whether there is a risk of timely delivery, and whether the relevant capacity planning will have a significant adverse impact on the company's existing production and operation and performance.
New Hope: January sales of 1.2926 million hogs, up 20.62% month-on-month
New Hope announced that the sales of 1.2926 million pigs in January, a month-on-month change of 20.62%, a year-on-year change of 76.61%; revenue of 1.638 billion yuan, a change of 6.78% month-on-month, a year-on-year change of -34.66%; the average sales price of commercial pigs was 13.06 yuan / kg, a change of -10.91% month-on-month, a year-on-year change of -57.21%.
Haitong Securities: Since 2021, the rise and fall of the industry with large weights in the CSI 300 has been out of sync, and this is the other, so the index is volatile. Under the background of the era of equity investment, the allocation of funds into the market is expected to balance the supply and demand of stock market funds in 22 years, and the index will fluctuate. The steady-growth spring market will not be absent, structurally value first and then growth, such as undervalued financial real estate, as well as new energy and digital economy of new infrastructure.
Galaxy Securities: At the end of January, the price of live pigs fell to 13.97 yuan / kg, significantly lower than the average breeding cost of the industry, and the aggravation of losses will further drive the industry to reduce production capacity, and the cumulative decline in fertile sows will gradually increase. Expectations for the pig farming sector will gradually increase. Optimistic about the pig cycle, the current pig price bottoming, the pace of continuous de-capacity is accelerating, the current plate investment risk is low, the safety margin is high, the market shows positive expectations, and the current is the optimal time to allocate the pig breeding sector.
Northeast Securities: With the transmission of wide credit, corporate operating activities and credit demand will continue to recover, and the bank performance level is optimistic about the amount of credit to tip the price; in terms of asset quality, wide credit will bring about the optimization of bank asset quality and reverse the market's concerns about the quality of bank assets; superimposed on the current historical bottom valuation level of the banking sector and the good performance of many banks, optimistic about the valuation repair of the banking sector.
