Morning Post (1.10) | A new round of epidemic strikes! The newly added infection of Tianjin will start the test of the whole staff’s nucleic acid; the zodiac wine is fried;

Everyone early

~ Today is Laba Festival.

早报 (1.10) | 新一轮疫情来袭!天津新增多例感染者,启动全员核酸检测;茅台生肖酒遭热炒;北上资金持续加仓低估值周期行业

The annoying thing is to take a closer, eight porridge, good luck to germinate; I wish you a happy Laba, happy and happy! Essence

The Morning Post first took everyone to see the global stock market hotspots in the past week.

In terms of A shares,

Last Wednesday, the big index fell for 4 consecutive days, and the Shanghai Index fell below the 3600 -point mark. The GEM index fell 6.8%during the week. Lithium batteries, photovoltaic, wind power, semiconductor, medicine and other track stocks have been adjusted sharply. The concepts such as digital currency, Yuan universe and other concepts have taken turns to increase the major infrastructure themes. In terms of transaction volume, the turnover of the four trading days exceeded 1 trillion yuan; the cumulative net purchase of more than 6.2 billion yuan in northern direction funds last week was more than 6.2 billion yuan.

Hong Kong stocks.

In the first week of the New Year, the index was suppressed first, the Hang Seng Index rose 0.41%, the national index fell 0.06%, and the Hang Seng Technology Index fell 2.95%week. Last week, the increase in cement, inner rooms, and petroleum sectors rose. Last Friday, the HSI rose 1.82%, the country’s index rose 2.01%, and the Hang Seng Technology Index rose 1.99%. Technology stocks continue to rebound and lead the market to rise. Infrastructure stocks continued to rise, and internal housing stocks and silver shares performed strongly throughout the day. The power sector continued to be adjusted, the traditional Chinese medicine stocks were collectively sluggish, and the trend of sports goods stocks, education stocks, and semiconductor stocks was sluggish. The net inflow of funds southward was HK $ 3.904 billion, and the market turnover was HK $ 147.2 billion.

US stocks

At the beginning of the new year, technology stocks fell sharply. The Nasda Index fell 4.53%in the first week, setting the worst weekly performance since February 2021. At the same time, bank 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,

On Friday, the star stocks rose differently, TSMC fell 3.55%, Alibaba rose 2.51%, rose 2.19%, Pindurta increased by 7.23%, NetEase rose 2.56%, Baidu rose 1.71%, Weilai fell 0.03%, Xiaopeng fell down 3.45%, the ideal rose 2.82%, the Baiji Shenzhou rose 1.85%, the shell rose 10.25%, and Bilibili fell 1.46%.

(More US stock information and analysis can move

U.S. Study Agency, ID: GLH-LIVE


The latest Pythane Big Data Public Opinion Index List is updated as follows:

The top three companies of the Hong Kong stock marketing index: Guotai Junan, Bai Yunshan, and Guangfa Securities


The top three companies in the A -share public opinion index

: Changan Automobile, Yang Jie Technology, Central Plains Securities.

早报 (1.10) | 新一轮疫情来袭!天津新增多例感染者,启动全员核酸检测;茅台生肖酒遭热炒;北上资金持续加仓低估值周期行业

What are the things worth paying attention to from the weekend?

Let’s take a look together

1. Those who are positive infected with new examples in Tianjin, start the entire staff nucleic acid detection and comprehensively strengthen the management of Lijin

As of January 9, the Tianjin Disease Control and Prevention Center of Tianjin City has reported that 20 new crown virus -positive infections have been added, and they have been transferred to the city’s designated hospital for further diagnosis and treatment. A few days ago, the sequential analysis of the whole genome, two cases were infected with Omircor’s mutant strains. At present, Building 24, Linjin Garden, Xinzhuang Town, Jinnan District, Tianjin is designated as high -risk areas, and 6 places are promoted to medium risks. At the same time, Tianjin has launched a full -time nucleic acid testing and implemented the test management of Lijin nucleic acid. Tianjin’s Inter -Provincial Class has been suspended from the 9th. Multi -stations have also been suspended from Beijing Ticket 10th. Essence

Statistics found that as of January 9, there were 5 places in Tianjin, Guangzhou, Changsha, Shenzhen, and Zhejiang. Ommaco input cases were found. Except for Guangzhou, local infections were not triggered.

2. Global daily increased crown pneumonia is diagnosed over 2.55 million cases

As of January 9th, Beijing time, a total of 305714268 cases of new crown pneumonia were diagnosed in the world, and a total of 5501,659 cases were accumulated. There were 255,6099 newly confirmed cases in the world, and 6,225 new deaths were added. In the past 7 days, the average diagnosis of more than 660,000 cases in the United States in the past 7 days, an increase of 72% compared with the previous week. At the same time, the average number of new death cases in the United States increased by 28% from the previous week to 1547 cases.

3. CITIC Building Investment: Overseas Blind may be the focus of the market’s next attention

早报 (1.10) | 新一轮疫情来袭!天津新增多例感染者,启动全员核酸检测;茅台生肖酒遭热炒;北上资金持续加仓低估值周期行业

According to CITIC Investment, in addition to the disturbance of the short -term liquidity in the recent market weakness, the cause of the market is mainly from the two major factors. The internal reasons are the fragile market structure caused by valuation differentiation. The external cause is the global flow caused by the rapid rise in U.S. Treasury bonds. Sexual tightening expectations. These reasons have made this round of decline like a certain degree of gods after the Spring Festival last year. With the improvement of capital surface disturbances and high and low switching, the valuation differentiation tends to converge, and overseas profit may become the focus of the market’s next focus.

4. New Oriental’s retired tuition fee in 2021 is nearly 20 billion, and decided to stop K9 ground and online training.

On January 8, the founder of New Oriental Yu Minhong posted a post on his personal public account, reviewing the work of New Oriental in 2021. In 2021, New Oriental encountered too many changes, the market value fell by 90%, and operating income decreased by 80%. Employees dismissed 60,000 people, with cash expenditures such as retirement fees, employees dismiss N+1, and retirement of teaching points. Yu Minhong said that New Oriental decided to stop K9 ground and online training to do more projects that provide services for students to grow.

5. The richest 500 people in the world increased by 1 trillion US dollars last year, and Musk, the richest man, increased by more than 100 billion yuan

According to Bloomberg’s billionaire index, the world’s richest people’s wealth increased by a total of $ 1 trillion in 2021, of which the world’s richest man, Elon Musk’s wealth increased by nearly $ 118 billion. Billionaires with great increase in other wealth include: luxury giants Belner Alino increased by $ 62.7 billion and Google’s founders Larry Page and Sergei Bollinger increased by 47 billion US dollars and $ 45 billion, respectively. Mark Zuckerberg’s wealth increased by about $ 25 billion. At the same time, according to UN estimates, 150 million people in 2021 fell into poverty.

6.4599 yuan/bottle! The guidance price of the treasure Moutai is determined, and the dealer’s price will increase the price of 130%pre -sale of the tiger’s year zodiac wine

Recently, it is reported that the new treasure Moutai wine and the old Guizhou Moutai wine will be promoted from January 1 this year. Moutai officially released accurate information on January 8. 53%VOL 500ML of Guizhou Moutai (treasure) retail price was 4,599 yuan/bottle. On January 5th, Moutai, Guizhou, launched five signs of the tiger. Among the five new products, it is reported that some dealers have already sold this model of this Moutai Tiger. The quotation is 5,800 yuan, an increase of 132%compared to the guidance price of 2499 yuan.

7. In the first week of the New Year’s New Year, the funds increased valuation industry in the north

In the first trading week of the New Year, a total of more than 6.2 billion yuan was bought throughout the week. On the first week of the beginning of the year, the activity of capital trading in the north also rebounded sharply, and the average daily turnover increased by more than 30%compared with the end of last year. Bank stocks have become the focus of funds in the first week of the New Year, and a total of 2.263 billion yuan in net purchase is the only industry that bought over 2 billion yuan this week. This week, the chemical industry has also attracted the attention of the funds of the north, and the net purchase was more than 1.4 billion yuan. Eight industries such as steel, transportation, building decoration, and communication have also received more than 100 million yuan in funds from northern funds this week.

8. Shanghai Real Estate Big Big Big Boss Surre! The A shares of tens of millions of A shares fell tens of billions of!

ST Zhongchang announced that the company recently received a notice from the actual controller Chen Jianming that Chen Jianming had proactively went to the Shanghai Public Security Bureau on December 24, 2021 to cooperate with the Shanghai Public Security Bureau to investigate and manipulate the securities market. Waiting for trial, the deadline will be calculated from December 25, 2021. As of the closing of January 7, ST Zhongchang reported 2.65 yuan/share, which was about 90 % of the 25.57 yuan/share reduction from the stock price in March 2017, and the total market value evaporated by 10.5 billion yuan to 1.21 billion yuan.

9. China Life: Chairman Wang Bin was suspected of serious disciplinary violations and was investigated

早报 (1.10) | 新一轮疫情来袭!天津新增多例感染者,启动全员核酸检测;茅台生肖酒遭热炒;北上资金持续加仓低估值周期行业

China Life announced that Wang Bin, secretary of the party committee and chairman of China Life Insurance (Group), was suspected of serious disciplinary violations and is currently undergoing disciplinary review and supervision investigation by the Central Commission for Discipline Inspection. Wang Bin is also the chairman and executive director of the company. The company’s operation and management operates normally. The company will hold a board meeting in the near future to determine the candidates for the chairman of the agent.

10,000 tons of nickel list! “Ning Wang” is bound to high nickel faucet

Rongbai Technology announced a strategic cooperation and long -term supply agreement with Ningde Times. In the Ningde Times, the number of high -nickel tripocular materials from the company was expected to purchase about 100,000 tons from 2022. From 2023 to the end of 2025, the company will be the first supplier of its ternary positive pole powder.

11. EU attracts 500 billion euros to build a new generation of nuclear power plants

The EU is responsible for the internal market commissioner Tiery Bretton that by 2050, the EU needs to attract 500 billion euros to invest in the construction of a new generation of nuclear power plants. A draft of the bill released by the European Commission in early January was listed as a green energy source, which has paved the way for future nuclear power stations to attract more investment. It is reported that 26%of EU countries are currently from nuclear power. By 2050, this ratio will drop to 15%.

12. Baosteel Shares: Renewal with northern rare earth supply contracts for rare earth concentration contract rare earth concentrate transaction price increase

Baosteel announced a transaction agreement with the northern rare earth renewal rare earth concentration mining. Recently, the prices of products in the rare earth market have risen significantly. According to the rare earth concentrate pricing mechanism agreed with the rare earth concentration in the north, it has decided to increase the sales price of rare earth concentrates. It is intended to be adjusted from January 1, 2022 to the sales price of rare earth concentrates between the two sides to 26887.2 yuan/ton (dry quantity, Reo = 51%), and REO increases or decreased by 1%, and the increasing or decrease of 527.2 yuan/ Tons (dry quantity), the total transaction volume of rare earth concentrates in 2022 does not exceed 230,000 tons (dry quantity, REO = 50%).

13. Shandong Sinotruk: The first batch of hydrogen fuel heavy trucks are delivered to Shandong Port Group

Shandong Heavy Industry · Shandong Port’s first batch of hydrogen fuel heavy truck demonstration operation delivery ceremony was held in Jinan. According to reports, the heavy hydrogen hydrogen fuel traction vehicle delivered this time, which is supported by the hydrogen fuel cell system independently developed by Weichai, has the characteristics of powerful power, green environmental protection, safe and reliable, and efficient and full diligence. At present, Chinese heavy hydrogen energy products are applied in multiple scenarios. In terms of hydrogen energy port, the nation’s first port hydrogen fuel cell heavy truck demonstration operation project was launched in Qingdao Port. In terms of hydrogen energy, the 49 -ton fuel cell of Weichai Power Products China Heavy Damage is stuck in the route of Heavy Automobile in Jinan to Qingdao to Qingdao’s Dongjiakou Port District.

1. At the end of December last year, foreign exchange reserves of foreign exchange reserves were US $ 325.02 trillion

According to data from the central bank, China ’s foreign exchange reserves at the end of December were US $ 32.52 trillion, and China’ s gold reserves were 62.64 million ounces at the end of December, which was the same as last month. The current global epidemic and world economic situation are complicated, and the international financial markets still face more instability and uncertainties. However, my country’s overall planning to promote the prevention and control of the epidemic and economic and social development. The strong economic toughness and long -term good fundamentals have not changed, which is conducive to the overall stability of the scale of foreign exchange reserves.

2. Development and Reform Commission: The second year of GDP has exceeded millions of dollars in the second consecutive year

Ning Jizhen, deputy director and director of the National Bureau of Statistics and Director of the National Bureau of Statistics, stated at the 26th (2022) China Capital Market Forum that my country’s GDP will exceed 1 million yuan in the second year in 2021, accounting for further increase in the world’s proportion, and per capita The GDP will exceed $ 10,000 for the third consecutive year, and it will be fully established in a well -off society.

3. CSRC Insurance Bureau: The disorderly expansion of capital is not conducive to the role of the capital market to promote common prosperity

The China Securities Regulatory Commission Investor Protection Bureau stated at the 6th New Financial Forum that the capital market’s violations of laws and regulations will infringe the legitimate rights and interests of investors, and the disorderly expansion of capital will also bring systemic risks. These are not conducive to the capital market play. To promote the positive role of common prosperity, we must effectively prevent the disorderly expansion of capital and violations of laws and regulations, strengthen supervision, strictly control the entrance of the capital market, and protect the legitimate rights and interests of investors as the starting point and end of the regulatory work.

4. Shanghai Economic and Information Commission: Layout a new track such as digital economy, green low -carbon, and Yuan universe

早报 (1.10) | 新一轮疫情来袭!天津新增多例感染者,启动全员核酸检测;茅台生肖酒遭热炒;北上资金持续加仓低估值周期行业

The Shanghai Economic and Information Commission held a meeting to emphasize that it was necessary to focus on problem -solving problems such as track layout, advantageous efforts, corporate promotion, industrial growth, etc., come up with pragmatic measures, formulate a “one track and one plan”, and hold the super application scenario ” “Bull nose”, cultivating new kinetic energy, focusing on new tracks such as the digital economy, green low -carbon, and Yuan universe.

5. National Office: By 2025

The General Office of the State Council issued and promoted the “Multi -Formation Development Optimization and Adjusting the Transport Structure Work Plan (2021-2025)”. By 2025, the level of multi -type transportation development has been significantly improved. Basically, the medium and long -range transportation of large goods and container transportation is formed The development pattern of waterway is mainly about 10%and 12%from 2020, respectively, and the average annual increase of the container iron and water transportation volume increased by more than 15%.

6. Zhu Guangyao, former deputy minister of the Ministry of Finance: It is expected that the Fed will raise the benchmark interest rate in April, which will increase by 0.25% for the first time

On January 9, at the 6th New Financial Forum, Zhu Guangyao, former deputy minister of the Ministry of Finance and former deputy director of the Office of the Central Finance and Economics Leading Group, said that it is expected that the Fed will raise the benchmark interest rate in April, and may even be implemented in March. For the first time, the benchmark interest rate is 0.25%, and the benchmark interest rate will be increased by three to four times throughout the year.

7. Mexico’s inflation rate in 2021 reached 7.36% to the highest in 20 years

According to the US Broadcasting Corporation reported on January 8, the latest data released by the National Bureau of Statistics of Mexico shows that as of the end of 2021, Mexico’s annual inflation rate reached 7.36%, which was higher than the previous expected 7.1%, the highest level in 20 years. Some analysts pointed out that the Central Bank of Mexico was facing pressure to raise interest rates again. At present, Mexico’s benchmark interest rate is 5.5%, which is far from the target of 3%of the Central Bank. It is predicted that the inflation level in Mexico in the first quarter of 2022 will remain high.


Pig Futures is full of “years old”: Industrial enterprises actively participate in promoting industry guarantees for stable prices

my country’s first animal husbandry futures varieties and living delivery varieties -Pig Futures has been running for one year since it was listed on the Dalian Commodity Exchange on January 8, 2021. Da Shang revealed that in the past year, pig futures have been operating steadily, which has received great attention from all parties in the market, and industrial customers have actively participated. Especially in the downlink cycle of pig prices in 2021, pig futures parallel with the spot market, effectively helping the industry’s resistance to price fluctuations, ensuring breeding profits, and promoting my country’s pig industry to maintain stable prices and improve the steady and orderly development of the pig industry. The mechanism has played a positive role.


Retired power battery recycling price has repeatedly innovated the high discount coefficient and even inverted

Since 2021, the price of lithium, cobalt, nickel, etc. of power battery raw materials have risen, and lithium raw materials have increased by nearly 5 times from the beginning of the year. The cobalt price “breaks 5” is just around the corner. With the growth of metal prices, battery recycling prices have repeatedly reached a record high. In more extreme cases, the discount coefficient of recycling even has upside down. Some recycling companies said that taking ternary lithium batteries as an example, the discount coefficients recovered by cobalt nickel content may be 70%and 80%, more than 90%in 2021, and even more than 100%of inverse situations.

早报 (1.10) | 新一轮疫情来袭!天津新增多例感染者,启动全员核酸检测;茅台生肖酒遭热炒;北上资金持续加仓低估值周期行业


my country’s customized clothing market size is nearly 200 billion yuan

The footsteps of the Spring Festival are approaching, and many people have chosen to customize their New Year clothing for themselves. In January, the sales of some customized clothing increased. In addition to the hot sales of offline stores, the online business of many customized clothing companies is also very busy. Consumers can choose fabrics on the Internet, participate in style design, and can also achieve remote bodies. Just take photos according to the requirements to intelligently display the size data of multiple parts such as collar and waist circumference. The price of one or two thousand yuan, design versatile business women’s clothing and men’s suit is the most popular category of consumers. It is understood that at present, the domestic customized clothing market is close to 200 billion yuan.

早报 (1.10) | 新一轮疫情来袭!天津新增多例感染者,启动全员核酸检测;茅台生肖酒遭热炒;北上资金持续加仓低估值周期行业

4. 4..

Short -term factor disturbing the crude oil market in the first quarter of international oil prices or breaks through $ 90

Geopolitics uncertain overlay crude oil supply has tightened, and international oil prices have risen strongly this week. Affected by the imbalance of supply and demand, short -term oil prices will fluctuate at a high level, and international institutions expect oil prices in the first quarter to go up to $ 90 per barrel. The rose in the first week of the crude oil market in 2022 was obvious. As of 18:00 on January 7, Beijing time, the prices of the main contract of Brent crude oil rose more than 6%to $ 82.7 per barrel, and the prices of the main contract of light crude oil futures in the United States also rose about 6.3%to $ 79.6 per barrel.

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