Financial attention
Macroeconomics
1. The State Administration for Financial Regulation: Guide insurance and wealth management funds to support the stable and healthy development of the capital market. Accelerate the reform and insurance coverage of small and medium-sized financial institutions, effectively prevent and resolve financial risks in key areas. Actively cooperate in preventing and resolving local government debt risks. Strictly prevent and crack down on illegal financial activities.
2. Caijing Headlines App: Multiple regions have announced their economic development goals for 2025, with the main expected target for Guiyang's economic and social development being a regional GDP growth of around 6%; Shenyang aims for a regional GDP growth of over 5.5%, while Nanjing aims for a regional GDP growth of around 5%.
3. China CDC: The current dominant strain of influenza is the H1N1 subtype. The influenza center conducted antigenic analysis on it, indicating a good match with the influenza vaccine strain and effective vaccination; Drug resistance analysis suggests that the currently prevalent influenza virus is sensitive to antiviral drugs and effective in drug treatment.
4. SME Association: In the fourth quarter of 2024, the China SME Development Index was 89.0, an increase of 0.1 points compared to the previous quarter. From an industry perspective, the industrial and social service sectors have performed the best.
Stock market inventory
1. Last Friday, the Shanghai Composite Index closed down 1.33% at 3168.52 points, down 1.34% for the week; The Shenzhen Component Index closed down 1.80% at 9795.94 points, down 1.02% for the week; The ChiNext Index closed down 1.76% at 1975.30 points, down 2.02% for the week.
2. Last Friday, the Hang Seng Index closed down 0.92% at 19064.29 points, down 3.52% for the week; The Hang Seng Technology Index closed down 1.18% at 4260.82 points, down 3.23% for the week; The state-owned enterprise index closed down 1.16% at 6898.15 points, down 3.65% for the week.
3. Securities Times: Recently, Guangdong Hengrui Pharmaceutical, a subsidiary of Hengrui Pharmaceutical, received the "Drug Registration Certificate" approved by the Drug Administration, approving the company's independently developed Class 1 innovative drug and the world's first ultra long acting PCSK9 monoclonal antibody, Recasemab (trade name: Aixin'an) ®） Listed. This product is the first Class 1 innovative drug launched by the company in the field of cardiovascular disease.
4. Yuehongyuan A (6 consecutive boards): The short-term increase in the company's stock price is significantly higher than that of the Shenzhen A-shares, indicating an overheated market sentiment and the risk of a significant short-term increase followed by a decline.
5. Giant Wheel Intelligence: The company has noticed that some media have listed the company as a "robot concept" related stock. As of January 12th, the impact of related business income on the company's short-term performance is limited.
6. Sanhua Intelligent Control: The company's board of directors conducted verification through communication, telephone, and on-site inquiries, and confirmed that the company currently has no undisclosed matters that should be disclosed, and there is no violation of fair information disclosure regulations.
7. Feilong Co., Ltd.: After verification, there is no need to correct or supplement the information disclosed by the company in the early stage; The company's recent business operations have been normal, and there have been no significant changes in the internal and external operating environment.
8. Jin Aobo: After verification, there is no need to correct or supplement the information disclosed by the company in the early stage; No significant undisclosed information that may or has already had a significant impact on the trading price of the company's stock has been reported by public media recently.
9. Jucan Optoelectronics: The company's fundraising investment project "Annual production of 2.4 million red and yellow epitaxial wafers and chips project" has met the production conditions. After the project is fully operational, the company has officially transformed into a full-color LED chip supplier, with an average annual revenue increase of over 600 million yuan and an average annual profit
increase of over 100 million yuan.
10. Zhenhua Corporation: Due to its suspected short-term trading of company stocks, the China Securities Regulatory Commission has decided to file a case against the company's general manager, Ke Yusheng. This matter will not have a significant impact on the operation and daily business activities of the board of directors.
11* ST Kao: The delisting risk warning situation caused by the company's restructuring has been eliminated, and the Shanghai Stock Exchange agrees to revoke the delisting risk warning for the company's stocks and continue to implement other risk warnings. The company's stock will be suspended from trading for one day starting from January 13th and will resume trading from January 14th.
12. New stock subscription: This week, there were a total of 5 new stock subscriptions, namely Fuling Shares and Yalian Machinery on the Shenzhen Stock Exchange Main Board, Xingfu Electronics and Haibosichuang on the Science and Technology Innovation Board, and Chaoyan Shares on the ChiNext Board.
13. Restricted and unlocked: This week, a total of 56 restricted shares were unlocked, with a total of 4.6 billion shares unlocked and a market value of 35.727 billion yuan. Among them, Aojie Technology ranked first on the unlocking list with 6.96 billion yuan, while Lanzhou Bank and Yunxingyu ranked second and third with 6.208 billion yuan and 2.636 billion yuan respectively.
14. Caijing Headlines App: Last week (January 6-12), 23 A-share listed companies including Shengxiang Biotechnology, Nanda Optoelectronics, Nanjing Public Utilities, Baodi Mining, Guangha Communication, Chuanhua Zhilian, and Yongxing Shares disclosed their latest announcements on the progress of mergers and acquisitions. Among them, TCL Technology announced that its holding subsidiary acquired a 20% stake in Lejin Display China for 2.615 billion yuan after delisting.
15. Caijing Headlines App: Last week (January 6th to January 12th), 30 A-share listed companies including Shunfa Hengye, Jingwei Hengrun, Wrigley Home, Niche Chemical, Diou Home, Meiyan Jixiang, and New World disclosed their repurchase and increase of holdings and refinancing related information. Among them, Shanghai Laishi announced that its controlling shareholder Haiyingkang plans to increase its holdings by 250 million to 500 million yuan, with a special loan limit of 450 million yuan.
Industry Observation
1. CCTV News: Recently, multiple hospitals have been receiving patients with botulinum toxin poisoning, some of whom are even life-threatening. Some beauty institutions use botulinum toxin, even from underground illegal processing, with a cost of only 1.5 yuan per unit and a factory price of 20 yuan. The final price sold to consumers is around a thousand yuan.
2. China News Service: The total digital economy in Yinchuan, Ningxia has exceeded 110 billion yuan. The construction of the "Capital of Computing Power" has signed 31 key projects in the computing power industry, with a total signed amount of 38.05 billion yuan. It has built 3300P intelligent computing power and offline 3000 intelligent servers.
3. Shanghai Convention and Exhibition Industry Association: In 2024, a total of 896 various exhibition activities were held in the city, with a total area of 19.2239 million square meters, an increase of 31.5% and 10.9% respectively year-on-year.
4. CCTV News: On January 11th, at the construction site of the Haitai Yangtze River Tunnel in Nantong, Jiangsu, China's independently developed largest diameter shield machine - "Jianghai" - successfully assembled its main drive "heart" underground, marking new progress in the construction of the Haitai Yangtze River Tunnel project.
5. Xinhua News Agency: On January 12th, the 13 upper modules of the 400000 ton P79 FPSO (Floating Production Storage and Offloading) project of Brazil's National Petroleum Corporation, constructed by Offshore Oil Engineering Co., Ltd., were completed and delivered at the Qingdao International High end Equipment Manufacturing Base, marking a new breakthrough in China's high-end marine energy equipment manufacturing capabilities.
6. State Grid: As of January 12th, the Zhundong Wannan ± 1100 kV high-voltage direct current transmission project has transmitted over 300 billion kilowatt hours of electricity, which can meet the annual electricity needs of 133 million households, equivalent to saving 90 million tons of standard coal and reducing carbon dioxide emissions by more than 255 million tons in East China.
7. Fujian Provincial Department of Transport: In 2024, a total of 4173 "Silk Road Shipping" container routes will be operated nationwide, with a container throughput of 4.9656 million TEUs.
8. Xinhua News Agency: Recently, American researchers have developed a new artificial intelligence model that, after being trained with a large amount of data, can accurately predict the gene expression inside various human cells, which will bring convenience to biological and medical research.
Insight Economics
1. Xinhua News Agency: On January 12th, a nuclear power plant in South Korea leaked 29 tons of nuclear waste liquid. The Korean Atomic Energy Safety Commission stated that it has dispatched atomic energy safety experts to investigate the accurate amount and cause of the leak, and the investigation results will be announced in the future.
2. CCTV Finance: Recently, the rapid spread of avian influenza in South Korea has led to an increase in chicken prices, resulting in tight chicken supply in many regions. On January 9th, the wholesale prices of chicken legs and wings per kilogram in South Korea increased by about 33% year-on-year, and some fried chicken chain stores experienced stock shortages.
3. Global Times: The armed conflict in Sudan has been ongoing for over a year, causing serious damage to the country's agricultural production. About half of Sudan's population, over 24.6 million people, are in a state of "severe food insecurity" or worse.
4. Indian Prime Minister Modi: India will become a $10 trillion economy by the end of the next decade.
Financial data
1. New Third Board: Last week, 7 new listed companies were added with a transaction amount of 886 million yuan, an increase of 5.23% compared to the previous week. As of now, the total number of companies listed on the New Third Board has reached 6096.
2. Last Friday, the onshore Chinese yuan closed at 4:30 pm against the US dollar at 7.3326, a decrease of 0.0082%, and a weekly decrease of 0.3188%; The central parity rate of RMB was reported at 7.1891, down 0.0070%, and down 0.0181% for the week.
3. Shanghai Environmental Protection Exchange: Last week, the trading volume of carbon emission quota listing agreements in the national carbon market was 127700 tons, with a total transaction volume of 11.98 million yuan and a closing price of 94.47 yuan/ton, a weekly decline of 2.37%.
4. US stock market: Last Friday, the Dow Jones Industrial Average fell 1.63% to 41938.45 points, down 1.86% for the week; The S&P 500 index fell 1.54% to 5827.04 points, down 1.94% for the week; The Nasdaq fell 1.63% to 19161.63 points, down 2.34% for the week.
5. Europe: Last Friday, the German DAX30 index fell 0.5% to 20214.79 points, up 1.55% for the week; The French CAC40 index fell 0.79% to 7431.04 points, up 2.04% for the week; The FTSE 100 index in the UK fell 0.86% to 8248.49 points, up 0.3% for the week.
6. Gold: Last Friday, COMEX gold futures closed up 0.92% at $2717.4 per ounce, up 2.44% for the week.
7. Crude oil: Last Friday, WTI crude oil futures closed up 3.58% at $76.57 per barrel, up 3.53% for the week. Brent crude oil futures closed up 3.69% at $79.76 per barrel, up 4.25% for the week.