Introduction: 1. The pace of capital entry has slowed down, and the financing balance of the two cities has fallen below 1.7 trillion; 2. Mango Super Media expects the net profit of the fourth quarter to drop by 70%-88.7% from the previous quarter; 3. The total scale of new funds established in the first year is 542. billion, less than 1/6 of the same period last year; 4. Baiyun Airport is expected to have a net profit loss of 381 million yuan to 465 million yuan in 2021; 5. Pang Xinghuo, deputy director of the Beijing Center for Disease Control and Prevention, reminded to avoid online shopping of cold chain food overseas and in areas with domestic cases; 6. U.S. stocks fell in late trading for three consecutive trading days, and the Nasdaq hit a new low since late June 2021.
Economic information
1. Exchange data show that as of the close of trading on January 19, the financing balance of the Shanghai and Shenzhen stock markets fell below 1.7 trillion yuan for the first time in the past two months. The entry pace of leveraged funds has slowed down since the beginning of the year, but the financing balance is still at a high level since 2021. Data on financing balances in the past month show that financing customers favor medicine, biology, media, and computers, while cyclical stocks, real estate, and electronics industries have experienced significant outflows of funds.
2. Since the beginning of 2022, fund issuance has been cold. According to reporter statistics, as of January 20, a total of 67 new funds have been established since the beginning of 2022, with a total establishment scale of only 54.204 billion yuan, and the average establishment scale of each fund is only 809 million yuan. Industrial Securities Global Hengheng, which is the most popular issuance company this year, has been held for three years and has an issuance scale of only 5.984 billion yuan. In the same period of 2021, a total of 76 new funds were established, with a total establishment scale of 350.111 billion yuan, 6.46 times this year; the average establishment scale of each fund was as high as 4.607 billion yuan, 5.69 times this year.
3, The Baltic Dry Bulk Freight Index fell on Thursday, falling for the tenth consecutive trading day, hitting its lowest level in about a year, due to weak demand for all types of ships. The Baltic Dry Index fell 96 points, or 6.1%, to 1,474 points, the lowest level since February last year.
4, Pang Xinghuo, deputy director of the Beijing Center for Disease Control and Prevention, reminded the general public: Try to avoid online shopping and purchasing cold chain food from overseas and domestic areas where cases have been reported. If you need to purchase, you should go to a formal market or supermarket with legal business qualifications. Imported cold chain food can be viewed by scanning the "Beijing Cold Chain" traceability code to view product inspection and traceability information.
5. Last year, severe autumn floods occurred in winter wheat areas in my country, and wheat sowing dates were generally delayed. Pan Wenbo, director of the Planting Management Department of the Ministry of Agriculture and Rural Affairs, said that the current main problem is that the proportion of late-sown wheat is relatively large, and the seedling growth before winter is indeed weak. Experts analyze that the growth period of wheat is relatively long, and there is a lot of room for maneuver. In the past, there were times when the sowing date was postponed. As long as sowing is carried out before winter and management measures can keep up after spring, there is still hope for a bumper harvest.
Company warning
1, Bethel: Shareholder Xiong Liwu plans to reduce his holdings by no more than 6% of his shares.
2, Keda Automatic Control: The two shareholders jointly plan to reduce their holdings by no more than 3.97% of the shares.
3, Hengmingda: The actual controller and senior management plan to reduce their holdings by no more than 1.14% of the shares.
4, Baoland: Zhao Yanxing and Wang Kaihe plan to reduce their holdings by no more than 741,499 shares.
5, legal information: Director Li Dongxiang plans to reduce his holdings by no more than 400,000 shares.
6, Senxuan Pharmaceutical: The three senior executives plan to reduce their shareholdings by no more than 0.0177%.
7, Liren Lizhuang: Shareholder Liren and persons acting in concert plan to reduce their holdings in the company by no more than 2.96%.
8, ST Gaosheng: Director Xu Lei plans to reduce his shareholding by no more than 0.24%.
9, Jingda Shares: Shareholder Nanjing Ruichun plans to reduce its holdings by no more than 1% of its shares.
10, Bichuang Technology: Director Ding Liangcheng and Accord personnel plan to reduce their holdings by no more than 2.42% of the shares.
11, Airport Shares: Shareholder CDB Financial intends to reduce its holdings by no more than 2% of its shares.
12, Zhongyuan New Materials: Shareholder Kehui Investment plans to reduce its holdings by no more than 1.17% of its shares.
13, Baiyun Airport: Net profit loss is expected to be 381 million yuan to 465 million yuan in 2021.
14, Hejia Medical: Preliminary loss for 2021 is 339 million-439 million yuan, turning from profit to loss year-on-year.
15, Songdu Shares: Preliminary loss in 2021 is 300 million to 400 million yuan, turning from profit to loss year-on-year.
16, ST Zhongzhu: It is expected to lose 180 million yuan to 260 million yuan in 2021.
17, Xianji Information: Preliminary loss in 2021 is 110.9 million-220 million yuan.
18, *ST Zhongji: Preliminary loss in 2021 is 80 million yuan to 120 million yuan.
19, Huarong Holdings: Preliminary loss in 2021 is 8 million to 10 million yuan.
20, Feirongda: Net profit for 2021 is expected to drop by 80.85%-84.68%.
21, Dawn Shares: Net profit in 2021 is expected to drop by 72%-76% year-on-year.
22, Laishen Channeling: Net profit in 2021 is expected to drop by 60% year-on-year.
23, Jitai Shares: 2021 net profit is expected to drop by 50%-60%.
24, Zhangzidao: Net profit in 2021 is expected to drop by 39%-60% year-on-year.
25, Jiangnan High Fiber: Net profit in 2021 is expected to decrease by 54% year-on-year.
26, Wohua Pharmaceutical: Net profit in 2021 will drop 8.66% year-on-year, and it is planned to cost 2.6 yuan per 10 units.
27, Mango Super Media: Net profit is expected to drop by 70%-88.7% in the fourth quarter from the previous quarter.
28, Nanqiao Food: Net profit in December 2021 dropped 21.61% year-on-year.
Overseas warning
1, U.S. stocks fell back after rising high, and fell in late trading for three consecutive trading days. The three major indexes collectively closed down. The Nasdaq fell 1.3%, a new low since late June 2021; the S&P 500 index fell 1.11%, a record high in 2021. A new low since mid-October 2021; the Dow Jones Industrial Average fell 0.89%, with the daily line falling for five consecutive days, hitting a new low since late December 2021. Technology stocks, steel stocks, and chip stocks performed weakly. Peloton stock fell by about 24%, chip stocks Micron Technology, NXP, and AMD fell by about 5%, Nvidia fell by more than 3%, and Apple fell by more than 1%; the financial sector closed down by more than 1%. 38%, the company received a Nasdaq delisting notice.
2, After the market closed on Thursday Eastern Time, streaming media giant Netflix announced its fourth quarter 2021 financial report. Although the company's Q4 results were in line with market expectations, Netflix plummeted by nearly 20% after the market opened due to the new user growth outlook for Q1 2022 being significantly lower than market expectations.
3. According to data released by the National Association of Realtors on January 20, the median home sales price in the United States in 2021 will be $346,900, an increase of 16.9% from 2020 and the highest record since 1999. The data also shows that a total of 6.12 million properties were sold in the United States in 2021, an increase of 8.5% from the previous year. At the end of December 2021, the inventory of unsold existing homes dropped to 910,000 units, a record low.
