What are the important messages

Today's requisition tips

convertible bonds: Longxing convertible bonds purchase code is 072442, the minimum number of purchases per account is 10 (1000 yuan), the maximum number of purchases per account is 10000 (1 million yuan), the current premium rate is 30.15.

Investment is risky, so you need to be cautious about purchasing.

Pick up! Heavy data out

On January 31, the Service Industry Survey Center of the National Bureau of Statistics and the China Federation of Logistics and Purchasing released the China Purchasing Managers Index. In January 2024, the manufacturing purchasing managers' index (manufacturing PMI) rose 0.2 percentage points from the previous month, ending three consecutive months of decline; the composite PMI output index rose 0.6 percentage points from the previous month; the non-manufacturing business activity index (non-manufacturing PMI) rose 0.3 percentage points from the previous month. On the whole, the level of China's economic prosperity has rebounded, the production and operation activities of enterprises continue to expand, and the economy has achieved a steady start in 2024.

Central Bank Shanghai Headquarters: Enhance Credit Stability and Sustainability of Aggregate Growth

People's Bank of China Shanghai Headquarters Deploys 2024 Monetary Credit Work. The meeting made specific arrangements for the monetary and credit work in Shanghai in 2024. Maintain a reasonable growth in the total amount of money and credit. All financial institutions should meet the effective financing needs of the real economy in accordance with the actual conditions of Shanghai and the principles of marketization and rule of law, and enhance the stability and sustainability of total credit growth.

price increase of refined oil plus a tank of oil costs more 8 yuan

On January 31, the National Development and Reform Commission announced that since 24:00, domestic gasoline and diesel prices have increased by 200 yuan/ton. Equivalent to the price increase, No. 92 and No. 95 gasoline will be increased by 0.16 yuan/liter, and No. 0 diesel will be increased by 0.17 yuan/liter. After the price adjustment, the cost of consumer oil increased. Calculated on the basis of an ordinary private car with a fuel tank capacity of 50 liters, the owner will spend about 8 yuan more to fill a tank of fuel; for a large logistics transport vehicle with a full load of 50 tons, the average fuel cost will increase by about 1.8 yuan for every 100 kilometers.

Beijing Equity Exchange issued a clarification statement: it has never carried out any form of encrypted currency, virtual currency and other trading business

On January 31, Beijing Equity Exchange Co., Ltd. (referred to as Beijing Equity Exchange) issued a clarification statement, stating that the Beijing Equity Exchange has no business dealings, equity cooperation or any other form of cooperation with the overseas company CBEX Group. Relationship, its business has nothing to do with the Beijing Equity Exchange. The Beijing Equity Exchange has never conducted any form of cryptocurrency, virtual currency and other trading business, nor has it conducted any form of cryptocurrency, virtual currency and other trading business with other entities through shareholding or cooperation.

The three major U.S. stock indexes closed down collectively

On January 31, local time, the Federal Reserve kept interest rates unchanged, and Powell said it was unlikely to cut interest rates in March. The three major U.S. stock indexes closed down collectively, with the Nasdaq down 2.23 percent, the biggest one-day decline since October 25 last year, with a cumulative rise of 1.02 percent in January. The S & P 500 index fell 1.61 percent, the biggest one-day decline since September 21 last year, rising 1.59 percent in January. The Dow fell 0.82 percent, its biggest one-day decline since December 20 last year, and rose 1.22 percent in January. All three major indexes recorded three consecutive monthly gains. Most large technology stocks fell, Google fell 7.5 percent, the biggest one-day decline since the end of October last year; Amazon, Tesla, Microsoft, Meta fell more than 2 percent, Apple, Nvidia fell more than 1 percent, Intel, Netflix rose slightly. Popular stocks rose and fell, Tencent music rose more than 3%, more than 1%, beep, ideal car, only shop, Baidu, NetEase rose slightly. Xiaopeng Auto fell more than 3%, Weilai fell more than 2%, Jingdong, Manbang, Aiqiyi, Futu Holdings, Alibaba, Weibo fell slightly.

The Fed is holding back again

on Wednesday, January 31, US Eastern time, the Federal Reserve announced after the FOMC meeting of the Monetary Policy Committee that it would keep the target range of the federal funds rate at 5.25 to 5.50 percent. During the current tightening cycle from March 2022 to the present, the Federal Reserve has not raised interest rates for four consecutive meetings. The Fed said it would not cut interest rates until confidence in inflation near 2 percent increased, considering "any adjustments" to interest rates ". Fed Chairman Jerome Powell talked about the outlook for policy rates at a press conference, saying the FOMC policy rate may be at its peak in the current cycle and does not believe the Fed is likely to cut rates in March.

These announcements cannot be missed

Tongwei shares : holding shareholder Tongwei group plans to increase its stake in the company by 1 billion yuan -2 billion yuan

Tongwei shares (600438) announced on the evening of January 31 that Tongwei Group Co., Ltd. (hereinafter referred to as "Tongwei Group"), the controlling shareholder of the company, based on its firm confidence in the company's development prospects and recognition of the company's long-term investment value, plans to increase its shares by no less than 1 billion yuan and no more than 2 billion yuan within 12 months from the date of the announcement of the plan.

Kelaiying : plans to buy back shares

Kelaiying (002821) announced on the evening of January 31 that the company intends to repurchase the company's A shares through centralized bidding transactions for subsequent implementation of employee stock ownership plans or equity incentives and cancellation to reduce registered capital. The total amount of repurchase funds will not be less than 0.6 billion yuan and not more than 1.2 billion yuan, and the repurchase price will not exceed 157 yuan/share.

sany heavy industry : chairman Xiang wenbo proposed to buy back the company's shares at 0.6 billion yuan -1 billion yuan

Sany Heavy Industry (600031) announced on the evening of January 31 that Chairman Xiang Wenbo proposed to buy back the company's shares at 0.6 billion -1 billion yuan, with the repurchase price not exceeding 18 yuan per share.

Xinwangda : the controlling shareholder proposed that the company buy back shares at 0.3 billion yuan to 0.5 billion yuan

Xinwangda (300207) announced on the evening of January 31 that Wang Wei, the controlling shareholder, actual controller and chairman of the company, proposed to buy back the company's shares again, cancel them and reduce the company's registered capital accordingly. The total amount of funds for the repurchase of shares shall not be less than 0.3 billion yuan, not more than 0.5 billion yuan, and the price of the repurchase of shares shall not exceed 20 yuan/share.

China micro company : chairman proposes to buy back shares at 0.3 billion yuan to 0.5 billion yuan

China Micro Corporation (688012) announced on the evening of January 31 that Yin Zhiyao, chairman of the company, proposed to use part of the over-raised funds and the company's own funds to repurchase shares through centralized bidding to safeguard the company's value and shareholders' rights and interests. The repurchased shares are to be sold by centralized bidding 12 months after the disclosure of the results of the repurchase and the announcement of the share change. The total amount of funds for share repurchase shall not be less than 0.3 billion yuan and not more than 0.5 billion yuan.

yuyuan shares : chairman proposes 0.1 billion yuan -0.3 billion yuan to buy back shares of the company

Yuyuan shares (600655) announced on the evening of January 31 that Huang Zhen, chairman of the company, proposed to buy back the company's shares between 0.1 billion yuan and 0.3 billion yuan, which will be used for employee stock ownership plan or equity incentive.

fuyuan medicine : the chairman proposed that the company buy back shares at 0.1 billion yuan to 0.2 billion yuan

Fuyuan Pharmaceutical (601089) announced on the evening of January 31 that the company's chairman Huang He proposed to use the company's own funds to repurchase the company's shares for equity incentives or employee stock ownership plans through centralized bidding transactions. The total amount of funds for share repurchase shall not be less than 0.1 billion yuan and not more than 0.2 billion yuan.

jack shares : to repurchase the company's shares from 0.1 billion yuan to 0.2 billion yuan

Jack shares (603337) announced on the evening of January 31 that the company intends to use its own funds to repurchase the company's shares through centralized bidding transactions for employee stock ownership plans. The total amount of funds to be repurchased shall not be less than 0.1 billion yuan and shall not exceed 0.2 billion yuan. The repurchase price does not exceed 25 yuan/share.

baofeng energy : the controlling shareholder plans to increase the company's shares by 0.1 billion yuan to 0.2 billion yuan

Baofeng Energy (600989) announced on the evening of January 31 that the company's controlling shareholder Ningxia Baofeng Group Co., Ltd. (referred to as "Baofeng Group") is firmly optimistic about the company's development and believes that the company's performance is excellent and the industry has huge room for development. The value is underestimated. Based on the high recognition of the company's value and firm confidence in the sustained and stable development in the future, Baofeng Group decided to increase its holdings, and the proposed increase in holdings is not less than 0.1 billion yuan and not more than 0.2 billion yuan. There is no price range for this increase.

dean diagnosis : chairman proposes 0.1 billion yuan -0.2 billion yuan repurchase of company shares

Dean Diagnostics (300244) announced on the evening of January 31 that Chen Haibin, the actual controller and chairman of the company, proposed to buy back the company's shares for 0.1 billion yuan to 0.2 billion yuan, which is intended to be used for equity incentive or employee stock ownership plan.

dongfang cable : to repurchase shares of the company for 0.1 billion yuan -0.2 billion yuan

Dongfang Cable (603606) announced on the evening of January 31 that it plans to buy back the company's shares from 0.1 billion yuan to 0.2 billion yuan at a price not exceeding 58 yuan per share (inclusive). The repurchased shares are intended to be used for the company's future employee stock ownership plan or equity incentive.

huafu fashion : plans to buy back shares at 0.1 billion yuan to 0.2 billion yuan

Huafu Fashion (002042) announced on the evening of January 31 that the company intends to repurchase shares at 0.1 billion yuan to 0.2 billion yuan, which will be sold in accordance with relevant regulations, and the repurchase price will not exceed 5.5 yuan per share.

Nandu Power Supply : Chairman Proposes Company to Buy Back Shares at 0.1 billion to 0.2 billion Yuan

Nandu Power (300068) announced on the evening of January 31 that Zhu Baoyi, chairman and general manager of the company, proposed that the company buy back shares at 0.1 billion yuan to 0.2 billion yuan, which can be used to cancel and reduce registered capital, equity incentive or employee stock ownership plan, transfer and sale. In addition, some directors and senior managers of the company intend to increase their holdings of the company's shares within six months, with a total amount of not less than 35 million yuan and not more than 60 million yuan.

Wen's shares : pre-loss of 6 billion yuan -6.5 billion yuan in 2023

Wen's shares (300498) released a performance forecast on the evening of January 31, expecting a net profit loss of 6 billion -6.5 billion yuan in 2023 and a profit of 5.289 billion yuan in the same period last year. During the reporting period, the Company sold pigs (including hairy pigs and freshproducts) 26.2622 million, the reporting period, up 46.65 percent year-on-year, the average sales price of pigs 14.81 yuan/kg, down 22.26 percent year-on-year. The company has continuously strengthened its basic production management, and its production performance has continued to improve. However, due to the significant year-on-year decline in pig sales prices, the company's pig breeding business profits have experienced deep losses.

Eastern Selection : New Oriental and Yu Minhong Commitment to Purchase a Total of HK $0.7 billion Company Shares at Market Price

oriental selection and new oriental jointly announced on January 31 that the oriental selection board and the new oriental board have respectively approved the termination of the subscription agreement and entered into the termination agreement. New Oriental and Yu Minhong have each promised to purchase oriental selection shares with a total value of HK $0.7 billion at the market price on the Hong Kong Stock Exchange.

Brokers What to focus on today

GF Securities :

Computers: Fintech investment is still climbing. Although financial institutions, represented by banks and public funds, experienced a period of development pains in 2023, IT investment in the financial sector remained solid growth. Looking ahead to 2024, compliance and innovation needs are expected to drive solid growth in the fintech industry. Driven by Xincheng, the market pattern of the core trading system of brokerages is changing, and we judge that in 2024 there will be more head brokerages and small and medium-sized brokerages that attach importance to science and technology investment will begin to promote the construction of a new generation of core trading systems. The AIGC wave is driving the financial industry from digital to digital intelligence. In the long run, it is an inevitable trend for financial institutions to increase IT investment, intelligent technology will continue to empower the application of the entire value chain of the financial industry, and digital intelligence will become the driving force to promote the high-quality development of the asset management industry.

Zhongtai Securities :

Machinery: The State-owned Assets Supervision and Administration Commission of the State Council will incorporate the effectiveness of market value management into the assessment of the heads of central enterprises, comprehensively promote the assessment of market value management of listed companies, and guide enterprises to continuously optimize fundamental indicators and improve active market value management. Under the special valuation system, machinery industry enterprises previously lacked initiative in market value management, valuation losses were high, in the context of the expected economic recovery, the industry boom rebounded, many high-quality enterprises have sufficient valuation repair capacity. In the short term, China Special Appraisal Machinery will pay more attention to market value management initiatives such as dividends, buybacks, holdings and asset restructuring, and is expected to guide investor expectations through market dialogue, activate the secondary market and achieve market value repair. In the medium and long term, intrinsic value and market value will increase together, helping enterprises to improve quality and efficiency. Improve the fundamentals at the same time, promote the realization of enterprise value, the formation of a virtuous circle.