January 16 news, the industry is good dense introduction, there are 8 plates are expected to become A-share tuyere tomorrow.
1. The 14th five-year Plan for the High-quality Development of Shenzhen's Financial Industry was officially released.
The plan proposes that by 2025, Shenzhen's financial industry pillar status and resource allocation ability will be further enhanced, the degree of financial internationalization and global influence will be further enhanced, and the ability of financial innovation and comprehensive strength will be in the forefront of global financial center cities. under the premise of building a safe zone for financial operation, deepen financial reform and opening up and promote the "financial plus" strategy. Strive to build a global innovation capital formation center, a global financial technology center, a global sustainable financial center and an international wealth management center to help Shenzhen build an influential global financial innovation center. By 2035, we will further open up the paths of capital interconnection and cooperation between local and foreign currencies, at home and abroad, and onshore and offshore markets, and effectively enhance Shenzhen's international voice in financial service innovation, financial standard-setting and financial risk management, and enhance Shenzhen's ability to gather and allocate high-end global financial resources. High-level construction of a global innovation capital agglomeration center, a global RMB product innovation and investment and financing center, and a global wealth and asset management center.
Positive plate: Shenzhen local stocks
Related concept stocks: China Merchants, Guoxin Securities, Great Wall Securities, first Entrepreneurship, Hainan Development
2. Pre-emptive layout, "meta universe" has been written into the work report of many governments.
At present, Wuhan, Hefei, and Xuhui District of Shanghai have all included meta-universe in this year's government work report. previously, provinces and cities such as Zhejiang and Wuxi have also defined the development direction of meta-universe in their relevant industrial plans. The key points are to strengthen the forward-looking research and development of the underlying core technology and promote the in-depth application of metacosmos technology in many fields. Industry insiders said that Beijing, Shenzhen, Guangzhou, Hangzhou and other cities are likely to follow in promoting the development of meta-universe technology, and it is expected that the direction of policy support in the future will mainly focus on the field of virtual reality industry integration and underlying support technology, while the regulation of virtual assets speculation is expected to be stricter.
Positive plate: meta-universe
Related concept stocks: Gale shares, Fengyuzhu, Zhongqingbao, Mango Supermedia, Lance Technology
3. The Belt and Road Initiative Development Plan for promoting the Integration of High quality traditional Chinese Medicine into Co-Construction (2021-2025) is issued to promote international cooperation in traditional Chinese medicine.
The Belt and Road Initiative Development Plan for promoting the Integration of High quality traditional Chinese Medicine (2021-2025) announced on the 15th proposes that during the 14th five-year Plan period, 30 high-quality overseas centers of traditional Chinese medicine should be built in cooperation with countries co-building "Belt and Road Initiative". Formulate prevention and treatment plans for common diseases and frequently-occurring diseases in different countries and nationalities Provide quality traditional Chinese medicine services to the people of the "Belt and Road Initiative" countries, overseas Chinese, overseas students, personnel of Chinese-funded institutions and overseas travelers. To explore the construction of Chinese and foreign friendship Chinese medicine hospitals in the country of "Belt and Road Initiative".
Positive plate: traditional Chinese medicine
Related concept stocks: Pian Tsai Yi, Yunnan Baiyao, East China Medicine, Tongrentang, Baiyunshan
4. The Chinese R & D team has launched a "more sensitive" kit which can accurately detect Delta and O'Micron.
Novel coronavirus (2019-nCoV) nucleic acid detection kit (fluorescent PCR), jointly developed by Professor Guo Yong of Tsinghua University Medical College and Beijing Xinyi Biotechnology Co., Ltd., has been approved by the State Drug Administration (NMPA) for medical devices, Tsinghua University said Monday. According to reports, the new kit effectively improves the detection sensitivity and can reduce the positive missed detection. In addition, this "olfactory sensitive"COVID-19 detector" will not miss or miss the 15 most common variants in the world, including Delta (Delta) and Omicron (Omicron).
Positive plate: COVID-19 detection
Related concept stocks: Wantai Biology, Shanghai Fosun Pharmaceutical, Oriental Biology, Lepu Medical, Jiu'an Medical
5. The 14th five-year Plan got off to a good start. China ranks first in the world as the three major indicators of the shipbuilding industry in 2021.
The China Shipbuilding Industry Association released the annual operation data of the shipbuilding industry in 2021 on the 16th. Data show that in 2021, China, the three major indicators of the shipbuilding industry, continued to be number one in the world, achieving a good start to the 14th five-year Plan. In this newly released report card, Chinese shipbuilding enterprises account for about 50% of the world's total shipbuilding completion, new orders and hand-held orders, respectively, and continue to be the first in the world. China Shipbuilding Group, China's largest shipbuilding enterprise, surpassed Hyundai heavy Industry of South Korea for the first time in 2021 to become the world's largest shipbuilding group, completing the delivery of 206ships, accounting for 20.2% of the global market share. the contract value of new orders reached 130.15 billion yuan, the latest record since 2008.
Favorable plate: Marine equipment
Related concept stocks: China Shipping, China Shipbuilding Defense, China Power, Guorui Science and Technology, China Shipbuilding Technology
6. The National Development and Reform Commission issued a circular to do a good job in promoting consumption in the near future.
The "Circular" puts forward 10 work measures: first, to take more measures in accordance with local conditions to meet the holiday consumption needs of residents. The second is to create an upgraded version of online festival consumption, maintain the market order of the Spring Festival, and strictly prohibit illegal acts such as unfair competition, "choosing one of the two", "big data killing ripe", and the sale of infringing and fake and shoddy commodities. The third is to effectively expand county and rural consumption, the fourth is to take advantage of the situation to expand residents' ice and snow consumption, and the fifth is to vigorously increase the supply of cultural and sports programs such as online television, online movies, live events and other cultural and sports programs during the Spring Festival, and encourage time-limited and low-cost movie screenings on online video platforms. The sixth is to further stimulate the new vitality of smart retail, the seventh is to actively develop green consumption, the eighth is to promote the healthy development of housing consumption, the ninth is to implement the policy of rescuing small and medium-sized enterprises, and the tenth is to make every effort to ensure the basic living consumption of people in need and other groups.
Positive sector: big consumption
Related concept stocks: Guizhou Moutai, Wuliangye, Midea, China exemption, Golden Dragon Fish
7. The price of Longji wafer has increased by 2.4% and 5.1%.
Longji today adjusted the official offer for single crystal silicon wafers: P-type M10 165m thickness (182/247mm)-¥6.15, up 5.1%; P-type M6 165m thickness (166/223mm)-¥5.15, up 2.4%; and P-type 158.75/223mm 165 μ m thickness-¥4.95, up 2.5%.
Positive plate: photovoltaic
Related concept stocks: Longji shares, three Gorges Energy, Tongwei shares, Sunshine Power, Trina Solar Energy
8. from 00:00 on January 22nd to the end of March, people who enter and return to Beijing are required to conduct a nucleic acid test within 72 hours after their arrival in Beijing.
In order to further detect and control the risk of the epidemic ahead of time, on the basis of the negative nucleic acid test certificate and the green code of "Beijing Health Bao" within 48 hours after entering and returning to Beijing, from 00:00 on January 22 to the end of March 2022, personnel entering and returning to Beijing are required to conduct a nucleic acid test within 72 hours after arrival in Beijing (commuter continues in accordance with the existing policies).
Positive plate: prevention and control of novel coronavirus
Related concept stocks: Haikang Weiwei, Mindray Medical, Zhifei Biology, Shanghai Fosun Pharmaceutical, Junshi Biology