One
Reuter quoted the information that the csrc would in recent days again initiate an inspection of the voucher financier's lending operations. A number of banks have been notified at the supervisory level that they need to strengthen their credit management and tighten controls on the flow to the stock market. Following the news, xinhua fu, issue a50 indicated a subsequent acoustic jump, with a drop of -5. 2 per cent. Subsequently, the cvm indicated that, under the overall arrangement, an on-site inspection of the remaining 46 company-financed operations after the last inspection would be conducted in the near future. It is a day-to-day regulatory exercise and cannot be read too much。
Point: in the light of the 27-day umbrella trust restriction, the market may be faced with a continuing shock situation, which makes it more difficult to operate each share, and investors should control the position. In terms of stock selection, there is an excellent opportunity for buy-in at every turn, with low-level and gradual intervention by short-term coupons, banks, insurance, etc., and low-vulnerability environmental, media, nuclear power, etc., in response to short-term shocks of the index. Moreover, around policy orientation, the journey along the road and reform of state finances remain the main themes of the year。
Ii. The state council built the country's new business card, nuclear power high iron, double dragon out
Premier li keqiang of the state council chaired the standing meeting of the state council on 28 january to deploy chinese equipment, such as railways, nuclear power and construction materials production lines, to “go out” and promote international cooperation in capacity development and upgrading. It was determined that the first was to significantly expand the international market for major equipment, such as railways and nuclear power, to integrate industrial resources, to develop innovative models of external cooperation, to explore joint ventures, public-private partnerships and other forms of investment, to provide engineering advice, construction, equipment supply and operational maintenance to countries in need, and to open up third-party markets through international cooperation。
Point assessment: the long railway industry chain, capital-intensive, technology-intensive and labour-intensive integration has been instrumental in promoting employment and upgrading industrial structures. In reality, since railway construction is linked to industries such as iron and steel and cement, which are experiencing excess capacity problems in the country, the establishment of external railways, particularly high iron, has had a positive impact on overcapacity in some sectors of the country. Attention may be drawn to china's one-thousand (601106), horse steel shares (600808), chinese iron construction (601186)。
Three
As a result of the sharp increase in the median price and the rebound in the united states dollar index, the 28-day real-term value of the renminbi was again on the verge of falling, with a depreciation of 1. 96 per cent over the median. The immediate exchange rate of the renminbi against the united states dollar on 26 and 27 days suffered a series of setbacks, with a total of 447 base points falling on two trading days and a “fall” on 27 days. The central bank authorized the china foreign exchange centre to announce on 28 january that the renminbi continues to rise against the united states dollar by 6. 128, up from 6. 1364 on the previous issue (27 january), with 82 basis points of appreciation, the second consecutive date of appreciation, leading to the highest single-day appreciation in a month and a half。
Point assessment: in the case of the devaluation of the renminbi, the export-oriented industries in the a stock market will undoubtedly benefit, with textiles and clothing, toy shoes, etc. Being the largest beneficiaries. In the textile and clothing sector, owing to its high dependence on exports, the devaluation of the renminbi has helped companies to reduce costs and improve their product competitiveness, and businesses to obtain more orders, on the one hand, and exporting firms to gain exchange gains, on the other. The devaluation of the renminbi, on the other hand, meant an increase in the purchasing power of foreign currencies, which would further stimulate consumption and facilitate exports of toys. Note: kim fida (002239), rebecca (600439), zhejiang yongqiang (002489)。
Four
On 28 october, the ministry of industry and communications convened a working meeting on rare earth, at which deputy minister supo stated that the development and enactment of the precious metals regulations was an industry-wide priority for the current year; that reform of the tax on rare earth resources was under consideration; and that the six major rare earth groups were expected to integrate the country's rare earth mines and smelting and smelting enterprises by the end of the year, with substantial asset-based restructuring。
Point one: the rampant illegal exploitation is a major cause of the previous low prices in rare land. Rare earth prices have risen since last year, driven by the blacking of rare ground. In the future, with the completion of the integration of scarce land resources in the country by the six major groups, the voice of industry will be further enhanced. It is expected that the relevant group platforms, such as the mining rare earth (000831), the tungsten industry (600549), will benefit。
V. Multiple sources say that the decision-making level has agreed to merge medium- and national nuclear power
Several reliable sources have been informed that the concerned merger of the china power investment group and the national nuclear power technology corporation has been signed at the highest decision-making level in recent days and that the national finance commission is currently working on a concrete programme and that an official announcement of a programme for the consolidation of the two giants will be made in the near future. This is yet another major restructuring between zhang and zhang after the merger of the north and south, and china's three-minute plan for nuclear power finally took hold。
Point: in the process of merging the two giants, china's nuclear power industry has initiated major discussions on institutional reform, with the china-china power transfer + national nuclear power program, the nuclear power master plan, and the nuclear power general program, all at the top of the decision-makers' list. China's merger with the country's nuclear power plant was blocked for one time, but after a year of games, it finally took place. Concerns: shanghai power (600835), chinese nuclear technology (000777)。
Vi. Electronic communication regularly responsibility responsibility
On 28 january, li keqiang chaired a general meeting of the state council to deploy a “go out” of our vital equipment and our superior capacity. It was suggested that the regulatory order for business should be strengthened and that harmful competition should be firmly prevented。
Point assessment: apart from railways and nuclear power, which were previously of great interest, the sectors encouraged to go out were steel, coloured, building materials, textiles, communications, electricity, engineering machinery and ships. Research institutions believe that developing countries along the silk road also have weak infrastructure, such as communications, electricity, and that our communications and electricity industries have a strong competitive advantage and have significant potential to increase exports in the future. Of the a-shares, the specialized electrician (600089) had ordered $3 billion abroad at the end of 2013 and had the advantage of irradiating central asia and west asia; the internationalization strategy of the national electronics and south-sulture (600406), which had been in place for many years, had several projects in the philippines, brazil, etc.; and china communications (0000663), which was the lead company for communications equipment, with offshore operations accounting for nearly half of the company's revenues。
Seven
According to the research company canalys, iphone6 and 6 plus were popular in china last quarter, making apple the largest sales company on the chinese smartphone market for the first time. The financial paper released in the early hours of apple 28 showed that the net profit of the previous season was just as high as that of the previous season, with a 30 per cent increase, with a net profit of $18 billion and a 38 per cent increase. As performance was better than market expectations, the price of apple shares increased significantly by 5. 7 per cent after trading in united states stock. The apple ceo cook also revealed that the apple smart watch product would be shipped in april。
Point: the release of apple performance over expectations and new products will contribute to raising the investment mood of the apple industry chain by focusing on the sophisticated information (002475), ring electrons (301231), desai batteries (00049), gole acoustics (002241)。
Eight
The action plan for the further improvement of health care services, published on 28th day, proposes a three-year period for easy and intelligent access to health care, which will facilitate the appointment of diagnostic services, leverage information technology advantages and improve patient access to health care. The blue book on the development of the medical materials association, published on the same day, shows that mobile medicine is developing rapidly and the market is expected to triple in three years。
Point evaluation: east china software (002065) is scheduled to be released in march of this year as the third edition of the app. Lope medical (30,0003) has consultations, appointments and health management for cardiovascular diseases。
Nine
On tuesday, the period marked the continuation of the atmosphere of irradiation, with the main force of the if1502 contract dropping 61. 4 points, 1. 71 per cent, and ultimately 3523. 6 points. According to analysts, market sentiment is cautious, with short-line or prolonged shocks。
In terms of movement, the stock-indicated futures of the if1502 contract climbed to a maximum of 3603. 6 points, with a minimum of 3511 points, and eventually reported 3523. 6 points, a decrease of 61. 4 points, or 1. 71 per cent. A negative premium of 1. 72 points between the if1502 and the spot depth 300 index as at the close of the book。
Ten
The bid 500 index closings fell by 26. 99 points, by 1. 33 per cent, and were reported as 2002. 56 points. The dow jones industry averaged a fall of 191. 28 points, down 1. 10 per cent, reporting 1719. 93 points. The nasdaq collection fell by 42. 44 points, by 0. 91 per cent, and reported 4639. 06 points。
It's a review:
1. Eu readiness to extend the sanctions against russia for nine months
2. Zhejiang chamber of commerce and industry: tightening internet sales, focusing on ali's platform
3. Business-based promotion of science and technology centres in shanghai
4. The ministry of lands publishes a catalogue of technologies for encouraging, limiting and phasing out the conservation and integrated use of mineral resources。
Last week (19-23), the net outflow of securities bonds was $34. 74 billion, ending two weeks of net inflows。
Three companies, namely eastern securities, first applied for approval。
7-shanghai wally bank became the second private bank licensed to operate, and its main sponsors were the equivalent group and the united states
This year, the ministry of homeland is targeting southern shale gas
9. 50 per cent increase in the planning volume for this year's photovoltaics
10, under maximum domestic power oil and power hybrids line
