What are the important messages

Quantitative trading regulation will be a "combination punch"! Mature a launch a

a relevant person from the market supervision department of the CSRC said that the CSRC has been paying attention to the development and supervision of quantitative transactions, and has successively promoted a lot of work in recent years, including bringing quantitative transactions into the scope of securities law regulation, establishing a data collection mechanism for head quantitative institutions, strengthening the monitoring and analysis of quantitative transactions, establishing a procedural transaction reporting system, and strengthening the supervision of private securities lending. The quantitative trading supervision "combination fist" launched this time is strong, strengthening supervision from multiple dimensions, basically covering the main links of quantitative trading business operation.

The person said that the series of quantitative trading supervision measures introduced in the next stage will mature one and launch one, and fully strengthen communication with various investors in the market, grasp the pace and intensity of work, and promote quantitative trading standards. Healthy development and maintain the stable operation of the market.

four departments issued "key points for improving national digital literacy and skills in 2024"

Recently, the Central Cyberspace Administration of China, the Ministry of Education, the Ministry of Industry and Information Technology, and the Ministry of Human Resources and Social Security jointly issued the "Key Points for Improving National Digital Literacy and Skills in 2024". The "Key Points of Work" deployed 17 key tasks in 6 areas. The first is to cultivate high-level compound digital talents, including comprehensively improving the digital literacy and skills of teachers and students, improving the digital performance ability of leading cadres and civil servants, cultivating high-level digital craftsmen, cultivating rural digital talents, and expanding the digital talent team in the industry. The second is to accelerate the bridging of the digital divide, including building a digital barrier-free environment and providing inclusive public welfare services. The third is to support a stronger and better digital economy, including accelerating the digital transformation and upgrading of enterprises and expanding the space for digital consumption demand. The fourth is to expand intelligent and convenient digital life scenarios, including promoting inclusive and efficient digital public services and improving the digital level of key life areas. The fifth is to create a positive, healthy and orderly cyberspace, including creating a shared social atmosphere, building a digital rule of law and ethics, and maintaining a safe and orderly digital environment. The sixth is to strengthen support and coordination, including improving the collaborative support system, increasing the supply of high-quality digital resources, and actively participating in international exchanges and cooperation.

The drafting of the private economy promotion law has started

The reporter learned from the legislative work symposium jointly held by the Ministry of Justice, the National Development and Reform Commission, and the Legal Work Committee of the Standing Committee of the National People's Congress on the 21st that the drafting of the private economy promotion law has started and the legislative process will be accelerated. According to reports, the legislative work of the Private Economy Promotion Law must summarize practical experience, consolidate reform results, respond to corporate concerns, and make up for shortcomings. Focus on the core concerns of private enterprises such as protecting the property rights of private enterprises and the rights and interests of entrepreneurs in accordance with the law, fair participation in market competition, equal use of production factors, fair law enforcement and justice, and the management of small and medium-sized enterprises' account arrears. Maintain the consistency and stability of policy formulation and implementation, stimulate the endogenous power and innovative vitality of various business entities, and promote the accelerated development of new quality productivity, the demand for equal treatment of state-owned enterprises and private enterprises has been effectively put down with hard and solid measures from the legal system.

Ministry of industry and information technology: initially establish a carbon neutral standard system for industrial carbon peak by 2025

The Ministry of Industry and Information Technology issued the Guidelines for the Construction of Carbon Neutral Standard Systems for Carbon Peak in the Industrial Sector. It is proposed that by 2025, a carbon neutral standard system for carbon peak in the industrial sector will be initially established, and more than 200 urgently needed standards for carbon peak will be formulated, with emphasis on the formulation of standards in the fields of basic general use, greenhouse gas accounting, low-carbon technology and equipment, so as to provide technical support for carbon assessment and reduction of carbon emissions in the industrial sector.

SASAC of the State Council Convenes Special Promotion Meeting for Central Enterprises Artificial Intelligence to Promote Renewal of AI Enabling Industry

on February 19, the state owned assets supervision and administration commission of the state Council held a special promotion meeting on artificial intelligence for central enterprises on "AI empowering industry renewal. The meeting stressed that central enterprises should put the development of artificial intelligence in the overall work of overall planning, further promote industrial renewal, and speed up the layout and development of intelligent industries. It is necessary to consolidate the foundation of development, concentrate major resources on the most needed and advantageous areas, speed up the construction of a number of intelligent computing centers, further deepen open cooperation, and give better play to the role of cross-central enterprise collaborative innovation platform. Carry out AI + special actions, strengthen demand traction, accelerate the empowerment of key industries, build a number of industrial multi-modal high-quality data sets, and build a large model-enabled industrial ecology from infrastructure, algorithm tools, intelligent platforms to solutions.

Tianjin provident fund loan policy plans to adjust the down payment ratio for the first suite to 20%

Tianjin Housing Provident Fund Management Center announced the "Notice on Adjusting the Down Payment Ratio of Individual Housing Provident Fund Loans (Draft for Comment)". Among them, it is proposed that if an employee applies for a personal housing provident fund loan to purchase the family's first house, he should pay a down payment of not less than 20% of the housing transaction price; if he purchases a second family house, he should pay a down payment of not less than 30% of the housing transaction price. payment. In the case of a mortgage guarantee, the maximum value of the mortgage shall not exceed 80% of the value of the mortgage. Other policies on individual housing provident fund loans remain unchanged.

These announcements cannot be missed

Perfect World : Subsidiary intends to sell its holdings of Universal Pictures film assets

perfect world (002624) announced on the evening of February 21 that Perfect Universe Investment Inc. (hereinafter referred to as "PUI"), a subsidiary of the company, signed an asset purchase agreement with ACA World,LLC, a subsidiary funded by Domain's funds. ACA World,LLC intends to purchase the single assets of universal pictures held by PUI. The delivery amount for this transaction is $0.164 billion. The transaction will be completed in February 2024. After deducting the relevant tax impact and minority shareholders' profit and loss, it is expected that the net profit attributable to shareholders of the listed company will be 13 million US dollars (equivalent to about 93 million yuan).

Sichuan Longpython : Sichuan relief development fund plans to increase its stake in the company from 0.1 billion yuan to 0.2 billion yuan

Sichuan Long Python (002312) announced on the evening of February 21 that the Sichuan Relief Development Fund, the concerted actor of Sichuan Advanced Materials Group, the controlling shareholder of the company, increased its holdings of 1.8428 million shares of the company by means of centralized bidding on the same day, accounting for 0.0974 of the current total share capital, with a total increase of 12.3298 million billion yuan. The Sichuan Relief Development Fund plans to increase its shareholding by no less than 0.1 billion yuan and no more than 0.2 billion yuan within 6 months (including the increased shareholding on February 21).

transmission holdings :2023 net profit of 5.503 billion yuan increased by 121.55 year on year

Chuanyin Holdings (688036) released a performance bulletin on the evening of February 21. In 2023, it achieved total operating income of 62.392 billion billion yuan, a year-on-year increase of 33.9; net profit of 5.503 billion billion yuan, a year-on-year increase of 121.55; basic earnings per share of 6.84 yuan. During the reporting period, the company's overall shipments increased and gross margin increased.

Zhongke Jincai received a letter of concern: asking for a detailed explanation of the specific mode of cooperation with Microsoft China

zhongke jincai (002657) received a letter of concern from Shenzhen stock exchange, asking for a detailed explanation of the specific mode of cooperation between the company and Microsoft China, its relevance to the company's main business, its main business income and proportion, net profit and proportion; Explain the specific meaning of Sora API subscription qualification. under the condition that Sora's commercialization capability has not yet been opened, combined with the nature, main participants and main contents of this business cooperation seminar, explain the judgment basis and rationality of publishing "will be the first to apply for and obtain Sora API subscription qualification" on WeChat public number.

PICC : in January, the original insurance premium income of the three subsidiaries totaled 106.03 billion yuan

PICC (601319) announced on the evening of February 21 that the original insurance premium income obtained by the company through its subsidiaries, the people's property Insurance Company of China, the people's Life Insurance Company of China and the people's Health Insurance Company of China in January 2024 was 62.828 billion yuan, 32.004 billion yuan and 11.198 billion yuan respectively, totaling 106.03 billion yuan.

Ananda : from February 22 to increase titanium dioxide sales price

annada (002136) announced on the evening of February 21 that according to the recent domestic and international titanium dioxide market demand and the rise in raw material prices, the company decided to raise the sales price of its main products from February 22. the domestic sales base prices of rutile titanium dioxide and anatase titanium dioxide were raised by 700 yuan/ton, and the foreign trade sales base price was raised by 100 US dollars/ton. So far, on the basis of the price increase on January 20, the company raised the price of its main products again. The domestic sales base prices of rutile titanium dioxide and anatase titanium dioxide were increased by 1400 yuan/ton, and the foreign trade sales base price was increased by 200 US dollars/ton.

Longpan Technology : Subsidiary signed a long-term supply agreement for 160000 tons of lithium iron phosphate cathode materials

longpan technology (603906) announced on the evening of February 21 that Changzhou lithium source new energy technology co., ltd. (hereinafter referred to as "Changzhou lithium source"), a subsidiary of the company, signed a long-term supply agreement with LG energy Solution, ltd. (hereinafter referred to as "LGES"). The agreement stipulates that Changzhou Lithium will sell 160000 tons of lithium iron phosphate cathode material products to LGES from 2024 to 2028. The specific unit price will be determined month by month by both parties according to the terms of the agreement. If estimated according to the current market price, the total amount of the agreement will exceed 7 billion yuan (finally settled according to the sales order). In addition, the agreement stipulates that the two parties will do their best to negotiate and determine the additional supply and sale of 360000 tons of lithium iron phosphate cathode material products from 2025 to 2028 before June 30, 2024. LGES is one of the world's largest manufacturers of electric vehicle batteries.

Brokers What to focus on today

Guotai Junan

Industry: At present, the development of EEG models often faces difficulties in EEG data collection and processing. With the development of brain-computer interface, brain-computer interface has become a new way of human-computer interaction, brain waves or will become one of the modes of large models, which will effectively improve the efficiency and scale of EEG data collection and processing. As the AI multimodal model represented by the Sora model enters a leap forward, the brain-computer interface will continue to empower multi-modal related training, Neuralink is expected to open up a new market for brain power models.

Galaxy Securities

Industry: interest rate cuts put pressure on asset-side returns in the short term, but in the medium and long term, they are good for investment and consumption, promote economic growth and the stable and healthy development of the real estate market, and help banks improve the operating environment and mitigate adverse risks. At the same time, the credit opening red data at the beginning of the year exceeded expectations superimposed on the continuation of the policy force, the bank fundamentals and valuation to form support. Continue to be bullish on the allocation value of the banking sector and stick to the high dividend strategy. In terms of individual stocks, China Construction Bank, Industrial and Commercial Bank of China, Changshu Bank, Chengdu Bank and Jiangsu Bank are recommended.