Cycling night statistician: important data, coming tonight!
News 1.
In the late evening of January 11, CETCA announced that the company planned to purchase 100% of the equity of Chengfei Group held by it by issuing shares to China Aviation Industry Group, and the shares will be suspended from the opening of the market on January 12 (Thursday).
The result is that Chengfei Integration and Guihang shares, which are expected to inject assets into the market, have both fallen to the limit.
This is a big pot in the sky, and few people have gone out before the limit.
2.
The A-share market is still the same today.
The North buys billions of dollars from foreign investors every day, but the index remains unchanged.
Before the Spring Festival, the domestic capital is not in the mood to continue the fierce fight, which is basically the case.
It can only be said that this year’s Spring Festival atmosphere came very early, which should also be related to the epidemic.
3.
Consensus expectations: The consensus of core CPI in December is 0.3% month-on-month.
The overall CPI is expected to remain unchanged.
This led to a year-on-year increase of 5.7% and 6.6% in core and overall CPI.
Goldman Sachs pointed out that there are three key areas that will slow the inflation trend: first, the prices of new and used cars will fall; Second, the decline in oil prices will lead to a% drop in the price of air tickets in the CPI in December.
Third, housing inflation will slow down, as the decline in rent of new tenants starts to offset the continuous upward pressure.
In addition, the core CPI will reach 3.0% by the end of 2023 and 2.6% by the end of 2024.
The slowdown in 2023 is driven more by goods than services.
4.
The Changsha Municipal Bureau of Housing and Urban-Rural Development replied to the relevant questions on the “Detailed Rules for the Implementation of the Policy of Increasing the Quota of Purchase of a House by a Family with Three Children in Changsha” on the question of politics in Hunan, and said that the relevant policies had been deliberated at the executive meeting of the municipal government and were being reported in accordance with the procedures.
It is reported that last year, after the Changsha Municipal Party Committee and the Changsha Municipal Government released the “Work Plan on Optimizing the Fertility Policy and Promoting the Long-term and Balanced Development of Population” (hereinafter referred to as the “Work Plan”), the Changsha property market has become a hot topic.
It points out that “for local registered residence with two or more children born in accordance with the law, one set of housing purchase index will be added.
Appropriate consideration will be given to the selection of house type according to the number of minor children in the family.” For real estate, various favorable measures have been taken continuously.
5.
Yiwei Lithium released a performance forecast on the evening of January 11.
It is estimated that the net profit attributable to the parent company will be 3.196 billion yuan to 3.632 billion yuan in 2022, with a year-on-year increase of 10.00% – 25.00%.
This is really less than expected.
The grapevine news does not deceive me.
It is indeed a far ahead prediction every time.
According to the new opinion of Tianfeng Power, we expect the company’s apparent profit of 22Q4 to be about 500 million yuan+, a decrease of 50% on a month-on-month basis+mainly due to the one-time confirmation of equity incentive expenses+the impact of year-end bonus.
In Q4, the company has a lot of expenses to confirm, with equity incentive of 600 million yuan+and year-end bonus of 200 million yuan+, totaling 800 million yuan+(equity incentive Q4 is confirmed rather than quarterly, within the expectation).
In addition, in 22Q3, the unrecognized investment income of Xinghua Lithium Salt 22Q2 was added+part of the loss of SK joint venture was offset.
The important data on the disk is coming tonight! Although the overnight external market rose across the board, both Hong Kong shares and A shares began to adjust.
In the morning, the market opened with a smile and closed with a mmp.
In the near future, the index is completely dependent on the Hong Kong stock market.
The Hang Seng Index rose sharply, and the track rebounded with the wheel movement.
The Hang Seng Index fell or fluctuated, and the track adjusted.
When the Hang Seng Index fell, the market immediately staged a dive.
The gap of 3153 points in Shanghai Stock Exchange has been filled, so we will face the gap of 3130 next.
The northward capital continues to flow in awesome today, which is closely related to the exchange rate.
Due to the pre-holiday effect, the market money-making effect itself is not good, and the funds have no desire to fight, so the index rises every day and then plunges.
The recent market rotation is extremely fast, and the sustainability is extremely poor.
This kind of short-term market funds are also closing.
After the end of the track rotation, it has entered a huge shock period, and the subject matter has continued to decline.
Only a few stocks are independent.
At present, there are only four high-standard stocks.
The wheel-side motor concept has reached the power level of six consecutive boards, becoming the market leader, and opening up space for the market.
The reason for the rise and stop of the four-board electronic city is the pre-increase of performance.
The four one-word rise and stop boards, the media sector Tianwei video three-board, the three-tire concept of golden hair rabbi two-board, and the Maiqier rise and stop, Among them, the live broadcast of the Spring Festival in the media sector has a strong trend, such as Xinhuadu, Qingdao Jinwang, Yuanwang Technology, Tianxiaxiu, Shiyida, Simei Media and Cross-border Communication.
In recent days, the market sentiment of big consumption has declined.
Popular stocks such as Xi’an Food and Beverage, Quanjude, Renrenle, Xujiahui and other popular stocks have approached the decline limit at the end of the day.
After the big consumption sector experienced a staged rebound in the early stage, the valuation of most of the stocks in the sector has been restored to the level of the same period of 19 years.
Under the background of insufficient market incremental funds and the index stagnating from pressure, the market risk appetite has declined, Therefore, more and more funds are cashing in on the choice of consumption direction.
Today, Baby Rabbit succeeded in relaying black sesame to lead the rise.
The first demon stock in the Year of the Rabbit is indeed related to the Chinese zodiac, and its name is exactly the same as its name.
This is the Chinese zodiac market of A share! At the end of the trading day, several high-profile popular stocks plunged, and Swan Shares, British Feituo, Annie Shares, Guangbo Shares, etc.
plunged in succession.
According to this market atmosphere, high-ranking stocks such as Black sesame and Gui Faxiang should start to be careful, and the concept of high and low switching rotation hypes the logic.
As one of the few heavyweight data before the announcement of the February resolution, the importance of the December consumer price index CPI data released by the United States at 21:30 tonight is self-evident.
The latest estimate of Wall Street is that the year-on-year growth of US CPI in December last year slowed to 6.5% from 7.1% before, and the core CPI excluding energy and food increased by 5.7% year-on-year.
For the US government and the Federal Reserve, inflation remains the most important economic issue at present.
The unexpected cooling data may further increase the speculation about ending the interest rate increase cycle ahead of schedule, thus increasing the volatility of risk assets.
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