Good morning, everyone~ Today is Laba Festival.Scratch the annoying things, and the porridge of eight will be smashed, and good luck will sprout; I wish you a happy Laba and happiness! .
Morning post jun first takes you to see the hot spots in the global stock market in the past week.
In terms of a shares,Last Wednesday, the major indexes fell for four consecutive days. The Shanghai Composite Index fell below the 3,600-point mark, and the Growth Enterprise Market Index fell by 6.8% during the week. The track stocks such as lithium batteries, photovoltaics, wind power, semiconductors, and medicines dropped sharply, liquor and military industry weakened, and the concepts of Chinese medicine, digital currency, and Meta-Universe took turns to boost the overall strength of major infrastructure projects. In terms of volume, the turnover of the four trading days exceeded 1 trillion yuan; Northbound funds accumulated a net purchase of more than 6.2 billion yuan last week.
Hong kong stocks.In the first week of the new year, the index first fell and then rose.Hang seng index rose weekly0.41%, the national index fell weekly.0.06%Hang Seng Technology Index fell in the week.2.95%.Last week, the cement, interior and oil sectors were among the top gainers..Last Friday, the Hang Seng Index rose.1.82%, the national index rose2.01%Hang Seng Technology Index rose.1.99%.Technology stocks continued to rebound, leading the market to rise.Infrastructure stocks continued their upward trend, while domestic housing stocks and domestic banking stocks performed strongly throughout the day.The power sector continued to pull back, and Chinese medicine stocks were collectively sluggish, while sporting goods stocks, education stocks and semiconductor stocks.The trend is sluggish.Net inflow of funds from the south39.04HK$ 100 million, the market turnover was1472HK$ 100 million.
Us stocks,At the beginning of the new year, technology stocks fell sharply. The Nasdaq fell by 4.53% in the first week, the worst weekly performance since February 2021. At the same time, banking stocks ushered in the best start in 10 years. On Friday, the Dow fell 0.01%, the Nasdaq fell 0.96% and the S&P fell 0.41%.
In terms of Chinese stocks,Star stocks were mixed on Friday, with TSMC down 3.55%, Alibaba up 2.51%, JD.COM up 2.19%, Pinduoduo up 7.23%, Netease up 2.56%, Baidu up 1.71%, Weilai down 0.03%, Tucki down 3.45%, Ideal up 2.82%, Baekje Shenzhou up 1.85% and Shell up 10%.(More information and analysis of US stocks can be moved.American stock institute, id: glh-live)
The latest Pythagorean Big Data Public Opinion Index list is updated as follows:
The top three companies in the public opinion index of Hong Kong stocks: Guotai Junan, Baiyun Mountain and Guangfa Securities.;Top three companies in A-share public opinion index: Changan Automobile, Yangjie Technology, central china securities.
What are the things worth paying attention to since the weekend?Let’s have a look.
1. A number of cases of positive infection were added in Tianjin, and all the staff were started to detect nucleic acids and the management of leaving Tianjin was comprehensively strengthened.
byonemoonninesun, Tianjin Jinnan District Center for Disease Control and Prevention reported new.20Covid-19-positive patients have been transferred to the designated hospitals for further diagnosis and treatment.A few days ago, after genome-wide sequencing analysis, there are2The case was infected with Omicron mutant.Xinzhuang town Linjin Garden, Jinnan District, Tianjin.24Building No.1 is designated as a high-risk area, and otherwisesixThe rise of the earth is medium risk.At the same time, Tianjin has started all-staff nucleic acid testing, and implemented the management of nucleic acid testing from Tianjin, which is the inter-provincial line of Tianjin.nineIt has been suspended since the day, and many stations have stopped selling tickets to Beijing. 10More than half of the trains from Tianjin to Beijing have stopped running since June.
Statistics show that as of January 9th, imported cases of Omicron have been found in Tianjin, Guangzhou, Changsha, Shenzhen and Zhejiang, and none of them have caused local infection except Guangzhou.
2. There are more than 2.55 million confirmed cases in COVID-19.
As of January 9th, Beijing time, 305,714,268 cases of COVID-19 have been diagnosed and 5,501,659 cases have died. There are 2,556,099 new confirmed cases and 6,225 new deaths worldwide in a single day.In the past seven days, the average number of confirmed cases in the United States has exceeded 660,000, a surge of 72% over the previous week. At the same time, the average number of new deaths in the United States has also increased by 28% over the previous week, reaching 1,547.
3. China CITIC Construction Investment Co., Ltd.: Overseas negative interest may become the next focus of the market.
Citic Jiantou pointed out that the recent market weakness is mainly caused by internal and external factors besides the short-term liquidity disturbance. The internal cause is the fragile market structure caused by valuation differentiation, and the external cause is the global liquidity tightening expectation caused by the rapid jump in the real yield of US Treasury bonds. These reasons make this round of decline and the market after the Spring Festival last year appear to some extent. With the improvement of capital disturbance and the convergence of valuation differentiation caused by high-low switching, overseas negative interest may become the next focus of the market.
4. New Oriental will spend nearly 20 billion yuan on tuition refund in 2021, and decided to completely stop K9 ground and online training.
onemooneightYu Minhong, the founder of New Oriental, published a document in his personal WeChat official account, reviewing New Oriental.2021Work situation in.2021In, New Oriental encountered too many changes, and its market value fell.90%, operating income decreased.80%, employee dismissalsixTen thousand people, tuition refund, employee dismissal.N+1, teaching point rent refund and other cash expenditures are near200Billion. Yu Minhong said that New Oriental decided to stop completely.K9Ground and online training, to do more projects to provide services for the all-round growth of students.
The wealth of the richest 500 people in the world increased by $1 trillion last year, and the richest man Musk increased by over 100 billion.
According to the Bloomberg Billionaires Index, the wealth of the richest people in the world2021Annual total increaseoneTrillion dollars, of which the wealth of elon musk, the richest man in the world, has increased by nearly.1180Billion dollars. Other billionaires whose wealth has greatly increased include: the increase of luxury goods giant Bernard Arnault.627Billion dollars and Google founders Larry Page and sergey brin increased respectively.470Billion dollars and450Billion dollars. Mark zuckerberg’s wealth has increased by about.250Billion dollars. At the same time, according to United Nations estimates,2021Nianyou1.5100 million people fall into poverty.
6. 4599 yuan/bottle! The market guidance price of Maotai, a treasure, has been determined, and some dealers have raised the price by 130% to pre-sell the Year of the Tiger Zodiac wine.
Recently, it was reported that this yearonemoononeNew Treasures Maotai Liquor from Japan and Aged Kweichow Moutai Liquor.15The prices of the two products are raised.onemooneightMaotai officially released accurate information.53%vol 500mlmoutai(treasure)Retail guide price is4599Yuan Dynasty (1206-1368)/Bottle.onemoonfiveKweichow Moutai was launched on June 20, 2008.fiveA Chinese zodiac wine for the Year of the Tiger.fiveAmong the new products, it is reported that dealers are already pre-selling this Maotai Year of the Tiger Zodiac wine, and the quotation is made.5800Yuan, compared with2499The guiding price of yuan has been raised.132%.
7. In the first week of the new year, the capital went northward to increase the position of low-valued industries.
In the first trading week of the new year, the total net purchase for the whole week exceeded.62100 million yuan. In the first week of the opening year, the activity of capital trading in the north also rebounded sharply, and the average daily turnover increased by more than 20% compared with the end of last year.thirty percent. Bank stocks have become the focus of the northward capital increase in the first week of the new year, with a total net purchase.22.63Billion yuan, the only net purchase this week.20A billion-dollar industry. This week, the chemical industry has also received the focus of funds from the North, with a net purchase of more than14100 million yuan. Steel, transportation, architectural decoration, communication, etc.eightThis week, this industry also received more than 100 million yuan in capital from the north.
8. Shanghai real estate tycoon surrendered himself! A-shares with a reward of 10 million yuan plummeted by 10 billion yuan!
STZhongchang announced that the company recently received a notice from the actual controller Chen Jianming that Chen Jianming had been in2021year12moon24On April 20, he took the initiative to go to the Shanghai Public Security Bureau to cooperate with the Shanghai Public Security Bureau in investigating the case of manipulating the securities market. The Shanghai Public Security Bureau decided to release him on bail pending trial, with the term from.202oneyear12moon25Count from the day. byonemoonsevenClose on the day,STZhongchang daily2.65Yuan Dynasty (1206-1368)/Share, compare2017yearthreeMonthly stock price high point25.57Yuan Dynasty (1206-1368)/Shares shrank by about 90%, and the total market value evaporated.105Billion yuan to12.1100 million yuan.
9. China Life Insurance: Chairman Wang Bin was investigated for serious violation of discipline and law.
China Life announced that Wang Bin, Party Secretary and Chairman of China Life Insurance (Group) Company, was suspected of serious violation of discipline and law, and is currently under disciplinary review and supervision investigation by the State Commission for Discipline Inspection of the Central Commission for Discipline Inspection. Wang Bin is also the chairman and executive director of the Company. The company’s operation and management are running normally. The company will hold a meeting of the board of directors in the near future to determine the director who will act as the chairman.
100,000 tons of nickel! "Ningwang" Binding High Nickel Tap
Rongbai Technology announced that it signed a strategic cooperation and long-term supply agreement with Contemporary Amperex Technology Co., Limited.Contemporary Amperex Technology Co., Limited predicted.2022The number of high nickel ternary cathode materials purchased from the company in 2000 is about.10Ten thousand tons,2023Year solstice2025At the end of the year, the company will be the first supplier of ternary cathode powder.
11. EU attracts 500 billion euros to build a new generation of nuclear power plants.
Thierry Brayton, the EU’s internal market Commissioner, said that2050Years ago, the EU needed to attract5000Billion euros to invest in the construction of a new generation of nuclear power plants.European CommissiononeAt the beginning of the month, a draft bill listed nuclear energy as green energy, which paved the way for attracting more investment in future nuclear power plant construction.It is reported that the current EU countries26%The energy comes from nuclear power, to2050In 2000, this proportion will drop to15%.
12. Baotou Steel Co., Ltd.: Renew the supply contract of rare earth concentrate with Northern Rare Earth, and increase the transaction price of rare earth concentrate.
Baotou Steel Co., Ltd. announced that it would renew the related party transaction agreement with North Rare Earth. Recently, the price of products in the rare earth market has increased significantly. According to the pricing mechanism of rare earth concentrate agreed with the North Rare Earth, the sales price of rare earth concentrate was decided to be raised after consultation with the North Rare Earth. It is planned that the sales price of rare earth concentrates of both parties will be adjusted to 26,887.2 yuan/ton excluding tax (dry weight, REO=51%) from January 1, 2022, and the price excluding tax will increase or decrease by 527.2 yuan/ton (dry weight, REO=50%) for every 1% increase or decrease in REO, so the total transaction volume of rare earth concentrates in 2022 will not exceed 230,000 tons (dry weight, REO = 50%).
13. Shandong Heavy Duty Truck: The first batch of hydrogen fuel heavy trucks was delivered to Shandong Port Group.
The delivery ceremony of the first batch of hydrogen fuel heavy truck demonstration operation in Shandong Heavy Industry and Shandong Port was held in Jinan.According to reports, the heavy-duty tractor with hydrogen fuel delivered by China National Heavy Duty Truck and the hydrogen fuel cell system independently developed by Weichai have the characteristics of strong power, environmental protection, safety, reliability, high efficiency and full attendance.At present, China National Heavy Duty Truck hydrogen energy products have been applied in many scenarios.In terms of hydrogen energy port, the first demonstration operation project of hydrogen fuel cell heavy truck in China was launched in Qingdao Port.High-speed hydrogen energy, supporting Weichai power productsforty-nineChina Heavy Duty Truck, a ton fuel cell, runs super fast on the route from Jinan Taigang to Qingdao dongjiakou Port Area.5000Kilometers.
1. China’s foreign exchange reserves at the end of December last year were 3.2502 trillion US dollars.
Central bank data show that China12Foreign exchange reserves at the end of the month3.2502Trillion dollars, China12Gold reserve at the end of the month626410,000 ounces, the same as last month.At present, the global epidemic situation and the world economic situation are complicated and severe, and the international financial market still faces many unstable and uncertain factors.However, China’s overall promotion of epidemic prevention and control and economic and social development has not changed the fundamentals of strong economic resilience and long-term improvement, which is conducive to maintaining the overall stability of foreign exchange reserves.
2. Development and Reform Commission: The annual GDP exceeded 100 billion for the second consecutive year.
Ning Ji Zhe, deputy director of the National Development and Reform Commission and director of the National Bureau of Statistics, is in the first place26Session (2022China Capital Market Forum,2021China inGDPWill exceed for the second consecutive year.100One trillion yuan, accounting for a further increase in the proportion of the world, per capita.GDPWill exceed for the third consecutive year.oneTen thousand dollars, building a well-off society in an all-round way is full of color.
3. Insurance Bureau of CSRC: The disorderly expansion of capital is not conducive to the role of the capital market in promoting common prosperity.
The Investor Protection Bureau of China Securities Regulatory Commission said at the Sixth New Financial Forum that illegal activities in the capital market will infringe upon the legitimate rights and interests of investors, and the disorderly expansion of capital will also bring systemic risks, which are not conducive to the positive role of the capital market in promoting common prosperity. We should effectively prevent the disorderly expansion of capital and illegal activities, strengthen supervision, strictly control the entrance of the capital market, and take the protection of the legitimate rights and interests of investors as the starting point and the end result of supervision.
4. Shanghai Economic and Information Committee: Layout new tracks such as digital economy, green and low carbon, and meta-universe.
The Shanghai Economic and Information Committee held a meeting, stressing the need to focus on solving problems such as track layout, advantages, enterprise education, industrial growth, etc., taking practical measures, formulating "one track, one plan", holding the super application scene "Niu Nose", cultivating and expanding new kinetic energy, and focusing on new tracks such as digital economy, green low carbon and meta-universe.
5. State-run: By 2025, the national railway and waterway freight volume will increase by about 10% and 12% respectively compared with 2020.
The General Office of the State Council issued and promoted the work plan for optimizing and adjusting the transportation structure for the development of multimodal transport (2021—2025Year) ",purposeMark to2025In, the development level of multimodal transport was significantly improved, and the development pattern of long-distance transportation of bulk goods and containers was basically formed, with railway and waterway as the main transportation. The freight volume ratio of railway and waterway in China was2020Annual growth10%and12%Around, the container iron and water combined transport volume increased annually.15%Above.
6. Zhu Guangyao, former vice minister of the Ministry of Finance: It is expected that the Federal Reserve will raise the benchmark interest rate in April by 0.25% for the first time.
onemoonnineAt the 6th New Financial Forum, Zhu Guangyao, former deputy minister of the Ministry of Finance and former deputy director of the Central Financial and Economic Leading Group Office, said that it is expected thatfourThe Federal Reserve will raise the benchmark interest rate in May, even as early as possible.threeImplemented in January, the benchmark interest rate will be raised for the first time.0.25%, or raise the benchmark interest rate three or four times a year.
7. Mexico’s inflation rate reached 7.36% in 2021, the highest in 20 years.
According to ABConemooneightJapan reported that the latest data released by the National Bureau of Statistics of Mexico shows that as of2021At the end of, Mexico’s annualized inflation rate reached.7.36%, higher than previously expected7.1%, for20The highest level in years.Some analysts pointed out that the Mexican central bank is under pressure to raise interest rates again. At present, Mexico’s benchmark interest rate is5.5%This is related to the Mexican central bank.3%The goals are far from each other.It is predicted that,2022The inflation level in Mexico will remain high in the first quarter of 2008.
1. Pig futures are "one year old": industrial enterprises actively participate in promoting industry supply and stable prices.
China’s first livestock futures variety and live delivery variety-pig futures since2021yearonemooneightIt has been running for a full year since it was listed on Dalian Commodity Exchange on May.Dashang revealed that in the past year, live pig futures have been running steadily, which has attracted great attention from all parties in the market and industrial customers have actively participated.Especially in2021In the downward cycle of pig price in, pig futures and spot market are in parallel, which effectively helps the industry to resist the risk of price fluctuation and ensure the breeding profit, and plays an active role in promoting the stable supply and price of pig industry in China and improving the long-term mechanism for the stable and orderly development of pig industry.
2. The recycling price of retired power batteries has hit record highs, and the discount coefficient even appears upside down.
2021Since, the prices of lithium, cobalt, nickel and other raw materials for power batteries have risen sharply, and the increase of lithium carbonate, the raw material of lithium, is close to that at the beginning of the year.fiveTimes, cobalt price "broken"five"Just around the corner.With the increase of metal price, the price of battery recycling has also hit record highs.In extreme cases, the discount coefficient of recycling even appears upside down.Some recycling companies said that taking ternary lithium batteries as an example, the discount coefficient of previous recycling according to cobalt and nickel content may be70%、eight0%,2021The year has arrived.90%More, even more than.100%The upside down situation.
3. China’s customized clothing market is nearly 200 billion yuan.
As the Spring Festival approaches, many people begin to choose to customize their New Year clothes.In January alone, the sales of some custom-made clothes have doubled.In addition to the hot sales of offline stores, the online business of many customized clothing companies is also very busy.By placing an order online, consumers can choose fabrics online, participate in style design, and realize remote measurement. They can intelligently display the size data of collar circumference, waist circumference and other parts just by taking photos as required.Business women’s and men’s suits with a price of one or two thousand yuan and versatile design are the most popular customized products for consumers.It is understood that at present, the domestic customized clothing market is close in scale.2000100 million yuan.
4. Short-term factors disturb the crude oil market, and the international oil price in the first quarter may exceed $90.
Geopolitical uncertainty superimposed on tight crude oil supply, international oil prices rose strongly this week.Affected by the imbalance between supply and demand, short-term oil prices will fluctuate at a high level, and international institutions expect oil prices to rise to a barrel in the first quarter.90Above the dollar.The crude oil market is2022The rise in the first week of 2008 was obvious.As of Beijing timeonemoonsevensun18At that time, the main contract price of Brent crude oil rose by more than6%To a barrel82.7Near the US dollar, the main contract price of US light crude oil futures also rose6.3%About to a barrel79.6Dollars.
关于作者