1 and 20021were released, and the negative lists of the whole country and the free trade zone were further reduced to 3 1 and 27, with the reduction ratio of 6. 1% and 10% respectively, and the manufacturing items in the free trade zone were cleared. Among them, in the field of automobile manufacturing, the restrictions on the ratio of foreign shares in passenger car manufacturing and the number of joint ventures established by the same foreign investor to produce similar vehicle products in China are abolished. The list makes it clear that domestic enterprises engaged in the negative list of free trade zones that prohibit investment areas from going public overseas shall be examined and approved by the relevant competent departments of the state, and foreign investors shall not participate in the operation and management of enterprises, and their shareholding ratio shall be implemented with reference to the relevant provisions on the management of domestic securities investment by foreign investors.
2. 2022 China People's Bank Work Conference1February 27th was held by video. The meeting called for the comprehensive use of various monetary policy tools to maintain a reasonable and sufficient liquidity, enhance the stability of total credit growth, increase support for the real economy, and keep the growth rate of money supply and social financing scale basically matching the nominal economic growth rate.
3. The Central Bank and the General Administration of Market Supervision solicit opinions on the Interim Measures for the Information Management of Beneficiary Owners of Market Subjects, and intend to establish a beneficial owner information filing mechanism in China. The two departments pointed out that the filing of beneficial owner information helps to prevent shell companies, false capital injection and nested shareholding from the source, curb financial chaos and various crimes, and also helps to ensure that real market players get corresponding resources and industrial development policy dividends, which is conducive to optimizing the business environment and deepening the reform and innovation of China's commercial system.
4. The profits of industrial enterprises above designated size in China 1 1 month increased by 9% year-on-year, and the previous value increased by 24.6%. According to the National Bureau of Statistics, in 1 1 month, with the effect of policies of ensuring supply and stabilizing prices and helping enterprises to bail out, the rapid rise in the prices of some raw materials in the upstream was initially curbed, the cost pressure of downstream industries was eased, and the profit structure showed improved characteristics.
home market
1,1On February 27th, the two cities showed a narrow fluctuation pattern. At the close, the Shanghai Composite Index fell by 0.06%, the Shenzhen Composite Index rose by 0.04%, and the Growth Enterprise Market Index fell by 0. 1%; In terms of sectors, pharmaceutical stocks strengthened in an all-round way, with energy storage and power sectors falling in the afternoon, while decoration building materials, airports and hydrogen energy sectors were among the top gainers; Games, photovoltaics, and metauniverse concept sectors were among the top losers. More than 50 stocks in the two cities rose by 10% or more.
2. Due to the Christmas holiday, Hong Kong stocks are closed.
4. The largest IPO of A-shares in recent 10 years was unexpectedly rejected by newcomers. China Mobile disclosed the results of A-share IPO issuance, showing that the unpaid subscription amount of online investors was12910.03 million shares, and the unpaid subscription amount was 743 million yuan; The unpaid subscription number of offline investors is 220,600 shares, and the unpaid subscription amount is12,704,900 yuan; The total abandonment amount reached 756 million yuan.
5.1On the evening of February 27th, Huaxia Happiness announced that the board of directors of the company reviewed and approved the Proposal on Implementing Debt Restructuring, and reviewed and authorized the related matters of debt restructuring transactions involved in Huaxia Happiness Debt Restructuring Plan.
6. huaxin cement announced that the application for domestic listed foreign shares to be listed and traded on the main board of The Stock Exchange of Hong Kong Limited by way of introduction was approved by the China Securities Regulatory Commission.
7. Iflytek/KLOC-0 announced on the evening of February 27th that the company signed the Investment Cooperation Agreement with Hefei High-tech Zone on the same day to invest in the construction of the artificial intelligence R&D and production base (Phase I) project according to the overall strategic layout, in order to meet the needs of rapid business development and continuous expansion of business scale, and to ensure the implementation of the company's long-term planning and development strategy. The total investment of the project is about 2 billion yuan, the land area is about 300 mu, and the construction area is about 250,000 yuan, of which the investment in fixed assets is not less than 10 billion yuan.
8. Wanhua Chemical 1 announced on the evening of February 27th that the listed price of the company's polymeric MDI market in China area was 2 1500 yuan/ton (no change compared with 20021year1February); The listing price of pure MDI is 22,500 yuan/ton (lower than that in 20021year1February 1300 yuan/ton).
9.1On the evening of February 27th, Light Media announced that the film "manslaughter 2", which was invested and distributed by the company's wholly-owned subsidiary, had been released in Chinese mainland from 20021year1February 17, up to 20021year/kloc.
10, Yuntu Holdings (002539)1On the evening of February 27th, it was announced that Yingcheng Chemical Company, a wholly-owned subsidiary of the company, planned to build the "Green Transformation and Product Structure Adjustment and Upgrading Project of Salinization Circular Economy Industrial Chain" in Yingcheng, Hubei Province, with an estimated total investment of 7.5 billion yuan, mainly to build 600,000 tons of water-soluble compound fertilizer, 400,000 tons of slow-release compound fertilizer and 700,000 tons of refined salt annually.
1 1,1On the evening of February 27th, Dongfang Risheng announced that the company intends to invest in the source-network-load-storage integration demonstration project (Phase II) of Guyang Jinshan Industrial Park incremental distribution network in Guyang County, Baotou City through its wholly-owned or holding subsidiaries. The total investment of the project is initially estimated to be 44.65 billion yuan, which will be divided into two major sectors: First, the manufacturing sector (that is, the load side) Second, the power generation sector (i.e. power supply side): 3.5 GW photovoltaic power station project+10.6 GW wind power station project+energy storage project.
12. Li Yanhong, founder, chairman and CEO of Baidu, said that in the first half of 2022, Jiji will announce the first concept car, and deliver the first car robot in mass production in 2023, with L4-level automatic driving capability. Baidu AI Cloud officially launched the digital human platform-Baidu AI Cloud Xiling.
13, Aauto Quicker released the "cohesion plan", which plans to tilt hundreds of billions of public domain traffic and support businesses in various industries; Give vermicelli a high rebate, and increase the ROI target by 300%+. In addition, Aauto Quicker invested 500 million yuan in cash to reward high-quality operators. Meituan and Aauto Quicker have reached a strategic interconnection and cooperation, and Meituan will launch Meituan applet on the open platform in Aauto Quicker.
international market
1 On Monday, EST, the three major US stock indexes collectively closed up, and the S&P 500 index closed at a record high. Specifically, the Dow rose 35 1.82 points, or 0.98%, to 36,302.38 points. The Nasdaq rose 2 17.89 points, or 1.39%, to 1587 1.26 points; The S&P 500 index rose 65.40 points, or 1.38%, to 479 1. 19. On the disk, most of the large-scale technology stocks rose, with Apple closing up 2.30%, hitting the 24th closing high in 202 1 year. The total market value approached 3 trillion US dollars, Meta rose more than 3%, and Tesla and Microsoft rose more than 2%. Chip stocks and energy stocks were among the top gainers, with Caron Oil rising more than 8%, Chaowei Semiconductor rising more than 5%, Applied Materials and NVIDIA rising more than 4%, stmicroelectronics, Xilinx and Marathon Oil rising more than 3%, Chevron, ConocoPhillips and Western Petroleum rising more than 2%; Anti-epidemic concept stocks fell across the board, Novavax Pharmaceuticals fell nearly 1 1%, iBio fell nearly 6%, Ocugen fell more than 3%, and Mardner fell more than 1%.
2. On Monday, European time, the main indexes of European stocks rose. As of the close, the German DAX30 index closed at 15835.25 points, up 78.94 points or 0.50% from the previous trading day. The French CAC40 index closed at 7 140.39 points, up 53.8 1 point or 0.76% from the previous trading day. The British stock market is closed for the Christmas holiday.
3. February 2022, the most active gold futures market in the New York Mercantile Exchange, fell by $2.9 to close at $808.8 per ounce16% compared with the previous trading day.
4. On February 26th, local time/kloc-0, MasterCard's "expenditure pulse" market survey released a report saying that the holiday sales in the United States in 20021year increased by 8.5% compared with last year, becoming the largest annual increase in 17 years. According to the report, the sales of clothing and jewelry increased the most during the holidays in 20021year in the United States. Compared with 2020, the sales of clothing and jewelry increased by 47% and 32% during the holidays in 20021year. In addition, compared with 20 19, the online shopping sales in the United States during the holiday period of 202 1 year increased by 6 1%.
5. From next year, all Korean enterprises will implement the system of shortening working hours. If an employee applies for shortening working hours, the company should approve it unless there are special reasons. Employees can shorten their weekly working hours to 15 to 30 hours according to their own needs. After applying for one year, you can apply again within two years.
6. US President Biden issued an executive order on February 27th, local time/kloc-0, authorizing the Federal Emergency Management Agency (FEMA) to provide COVID-19 response assistance for increasing COVID-19 detection tools, and instructing the US Department of Health and Human Services (HHS) to cooperate with state and local governments to increase COVID-19 detection sites on the basis that the federal government can provide reimbursement funds.
7. According to a report by BBC local time on 27th, Stephen fitzpatrick, founder of British Orvo Energy Company, said that the rising wholesale price of natural gas and its impact on the public will constitute a "major crisis" in 2022. He called on the British government to show more urgency to solve the problem of soaring natural gas and electricity prices. The report quoted the analysis and forecast of professionals as saying that with the wholesale price of natural gas rising to a record level, the average expenditure of British consumers on gas purchase in 2022 can reach about 2,000 pounds per household (about 1.7 million yuan). The British Energy Association warned on the 23rd that if the government does not intervene, the above expenses may increase by another 50%.
8. According to the report of1February 27th local time in The Hill, USA, according to the report of FlightAware, a flight tracking data company, as of the afternoon of Eastern Time on the 27th, there were10/1flights in and out of the United States cancelled, and more than 2,400 flights were delayed. Nearly 7700 flight delays have been recorded worldwide, and more than 2500 flights have been cancelled.
9. Apple hired social networking giant Meta, the former head of external communication for augmented reality project, Andrea Schubert. It is said that this is Apple's preparation for the official release of augmented reality or vr-platform products next year.
10. It is reported that Intel plans to expand the fab capacity by 30% in five years, and plans to increase the production capacity in Ireland, Israel and the United States in 2023-2024. The company plans to add a new wafer factory in the United States and Europe.
1 1, a joint venture between Baidu and Geely, has made new moves. 1On February 27th, Li Yanhong, chairman of Baidu Company, said at Baidu AI Developers Conference that Jidu will announce the first concept car in the first half of 2022 and deliver the first car robot in mass production in 2023.
12. vipshop expects revenue of RMB 34 billion to RMB 35.8 billion in the fourth quarter.
Finance & real estate
1, the central bank work conference in 2022 emphasized the high-quality completion of the preparation of the 14 th Five-Year Financial Development Plan. Strengthen the application and management of financial technology. We will steadily and orderly promote the pilot research and development of digital RMB. Promote the introduction of financial infrastructure supervision measures. Promote the formation of a higher level of financial openness based on negative lists and promote capital account convertibility in an orderly manner. Do a good job in risk disposal and resolution of key institutions in a safe and orderly manner; Strengthen the supervision of capital and platform enterprises according to law, and continue to do a good job in the rectification of the head network financial platform. Improve the framework of systematic risk monitoring and assessment, and carry out macro-prudential stress testing; Properly and orderly promote the examination and approval of financial holding companies and carry out continuous supervision; Implement additional supervision of systemically important banks.
2. The key work of the foreign exchange bureau in 2022 emphasizes the steady and orderly promotion of high-level opening of capital projects, the expansion of the pilot pool of local and foreign currency integration of multinational corporations, and the promotion of the pilot of cross-border investment of private equity investment funds; Prevent and resolve the risk of external shocks, strengthen risk prevention and control in key foreign exchange areas, and maintain the stable operation of the foreign exchange market; "Zero tolerance" to crack down on illegal acts in the foreign exchange field.
3. China Banking and Insurance Regulatory Commission adjusted the business list of serious illness insurance for urban and rural residents. Three life insurance companies, namely Minsheng Life Insurance, Agricultural Bank Life Insurance and Harmony Health, and three property insurance companies, namely Ping An Property Insurance, Huaan Property Insurance and Bank of China Insurance, were adjusted out of the list, and no new insurance companies were added.
4. The Beijing Municipal Commission of Housing and Urban-Rural Development and other four departments jointly issued the Notice on Further Standardizing the Work of Building Public Rental Housing and Affordable Rental Housing for Newly Supplied Residential Projects in this Municipality. It is clear that each district will allocate public rental housing and affordable rental housing according to a certain proportion of the residential construction area of the project every year in projects such as newly supplied commercial housing and resettlement housing. Among them, commercial housing projects are mainly built with affordable rental housing.
5. The third batch of centralized land auctions in Beijing came to an end, with 12 land transactions 10 cases (including 9 bottom price transactions) and 2 auctions, with a total investment of 27.725 billion yuan. At this point, Beijing's centralized land supply ended in the whole year. According to the data of Zhongyuan Real Estate Research Center, the total amount of centralized land supply in three batches in Beijing reached 85 cases, with a transaction volume of 57 cases and a total transaction amount of 1900.4 1 100 million yuan, all of which were high in recent years. Under the strict bidding rules, the average premium rate of land transactions is only 5.6%, which is the lowest in recent years.
6. In 20021year, Beijing's housing and building management departments filed 457 cases of penalties against real estate brokerage agencies and housing leasing enterprises, with a fine of 5.755 million yuan. In response to the sudden problems such as the rapid rise in the price of school districts, the illegal inflow of business loans into the property market, and the explosion of housing rental enterprises this year, the urban housing and building management departments have concentrated on organizing and carrying out several rounds of law enforcement actions, and severely investigated and dealt with the illegal problems such as intermediary agencies speculating on school districts and publicizing business loans.
industry
1, "the 14th Five-Year National Informatization Plan" was released, and 10 major tasks such as deploying and building a ubiquitous digital infrastructure system in Zhilian, establishing an efficient data element resource system, and cultivating an advanced and safe digital industry system were identified, and 17 key projects such as 5G innovative application project, "intelligent networking" facility construction and application promotion project were identified.
2. The "Fourteenth Five-Year National Informatization Plan" proposes to carry out innovative demonstrations of vehicle networking applications. Select and build a national-level vehicle networking pilot area, speed up the construction of intelligent networked vehicle road infrastructure and 5G-V2X vehicle networking demonstration network, improve the "human, vehicle, road, cloud and network" collaborative ability of on-board intelligent equipment, roadside communication equipment, road infrastructure and intelligent management and control facilities, and realize advanced automatic driving applications above L3 level.
3. The National Development and Reform Commission and the Ministry of Industry and Information Technology recently issued the Notice on Doing a Good Job in the Circular Transformation of Parks during the Tenth Five-Year Plan, clarifying that by the end of 2025, all qualified parks above the provincial level (including economic and technological development zones, high-tech industrial development zones, export processing zones and other industrial parks) will implement circular transformation, significantly improving the level of green and low-carbon circular development of parks. Through recycling transformation, the utilization efficiency of energy, water, land and other resources in the park has been greatly improved, and the emissions of carbon dioxide, solid waste, wastewater and major air pollutants have been greatly reduced.
4. the State Council agreed in principle to the 14th Five-Year Plan for the Development of Marine Economy, optimized the spatial layout of marine economy, accelerated the construction of a modern marine industrial system, made great efforts to enhance the independent innovation capability of marine science and technology, and coordinated the promotion of the protection and development of marine resources.
5. The meeting of directors of the National Department of Agriculture and Rural Affairs was held in Beijing on the 27th. The meeting stressed that it is necessary to overcome difficulties in expanding soybean oil. Taking the expansion of soybean oil production as a major political task that must be completed next year, we should do a good job in restoring the soybean area in the four northeastern provinces, support the northwest, Huanghuaihai, Southwest and the middle and lower reaches of the Yangtze River to promote the strip-shaped compound planting of corn and soybean, accelerate the promotion of new models and technologies, and gradually promote the compatible development of soybean and corn. At the same time, we should do a good job in the production of rapeseed, peanuts and other oil crops, expand the area and increase production by taking multiple measures.
6.1On February 27th, the National Development and Reform Commission issued "Jiangsu Coastal Area Development Plan (202 1-2025)" to plan the medium and long-term industrial development in Jiangsu coastal areas. In terms of energy infrastructure, the National Development and Reform Commission has set targets for the construction of oil and gas pipelines, power transportation, wind power photovoltaic industry, nuclear power and other facilities in the region. Looking forward to the future, Jiangsu coastal areas will promote the construction of bases and transshipment centers for basic energy such as oil, gas and coal, focus on the development of renewable energy such as wind power, and build a new energy industry base with global influence.
7. According to the news of China Steel Association on the 27th,1mid-February, the key statistics of steel enterprises are * * * producing crude steel18,904,600 tons, pig iron16,363,300 tons and steel18,305,200 tons. Among them, the daily output of crude steel1890,500 tons decreased by 2.26% from the previous month; The daily output of pig iron is1636,300 tons, down by 0.33% from the previous month; The daily output of steel products is1830,500 tons, up 1.73% from the previous month.
8. The Ministry of Culture and Tourism has arranged epidemic prevention and control during New Year's Day and Spring Festival in 2022, requiring strict implementation of epidemic prevention and control requirements of travel agencies, A-level tourist attractions and indoor places, strict management of employee health monitoring, and strict supervision and inspection of epidemic prevention and control. It is necessary to strengthen the safety management of tourist chartered cars, fire safety, special equipment safety and festival activities.
10, The Ministry of Culture and Tourism recently issued the revised Administrative Measures for Performance Brokers in official website (hereinafter referred to as the Administrative Measures), which clarified that the state implements a professional qualification recognition system for performance brokers. Personnel engaged in performance brokerage activities within the territory of the People's Republic of China shall pass the performance brokerage qualification examination, obtain the performance brokerage qualification certificate and hold relevant certificates.
1 1, research institutions predict that the shortage of chips has led to the reduction of global automobile production this year 1027.2 1 10,000 vehicles, and it is expected that the production will be reduced11309,400 vehicles throughout the year. Among them, North America has reduced production the most, with the current production reduction of 3178,400 vehicles, and it is estimated that the annual production reduction will be 3410.2 million vehicles; In Europe, where there are many automobile manufacturers, it is estimated that the production has been reduced by 2.95.4110,000, and the annual production is expected to be reduced by 3.3493 million.
12. At the Baidu Creat202 1 conference on the 27th, Li Yanhong, the chairman of Baidu, appeared in a Mobius ring-shaped planet "Xirang", and he revealed the latest progress in a series of AI fields, such as the delivery of the first centralized car in mass production in 2023 and the training of 5 million AI talents in the next five years. Li yanhong's "digital man" also showed himself roaming the space station. In his view, in the era of "man-machine * * *", China welcomes AI golden decade.
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