**Info:The proportion of A-shares breaking the net exceeds 10%.；In January, more than 30 ETFs were reported, and nearly 20 ETFs were added. 1.The loan of 2.4 billion restricted shares has not yet been returned；The evaluation criteria of the whitelist of securities firms have been further refined, and the potential risks of financing business have attracted attention; The China Securities Regulatory Commission has further strengthened supervision, and the T+0 strategy of securities lending is facing a turn; Longxing convertible bonds 072442 subscription date; In January, more than 20,000 institutional surveys of listed companies were conducted; The financing balance of the two cities decreased by 193$5.3 billion; 14 insurers failed to meet solvency standards in the fourth quarter of 2023.
Global information: U.S. stocks closed lower, and the Dow Jones **082%, NASDAQ**223%, S&P**161%, and major European countries** closed lower. New York***1$97, a decrease of 253% at 75 per barrel$85; New York***08% to close at 2067 per ounce$4. The Federal Reserve kept interest rates unchanged and said it would not cut them for the time being; The World Association expects demand to continue to grow; The United States has included more than a dozen Chinese enterprises in the "List of Chinese Enterprises".；It is reported that Tesla will buy equipment from CATL and build a new battery factory in Nevada; Volkswagen officially announced the establishment of an artificial intelligence laboratory.
Market information: The Shanghai headquarters of the central bank said that it will implement differentiated housing credit policies to meet the financing needs of real estate enterprises; Twelve departments, including the Ministry of Industry and Information Technology, plan to build an independent and controllable industrial Internet identification and resolution system by 2026(Huichuan Technology, Sunward Intelligence, etc.); The first batch of special loans for urban village reconstruction projects were issued; China-ASEAN Free Trade Area 3Version 0 of the fifth round of negotiations opened; ** Raise oil prices again; The reduction of the interest rate of the first home loan in Shanghai has been basically completed; The first local regulations on low-altitude economy will be implemented (involving CITIC Haizhi, Wanfeng Aowei, etc.); Chinese researchers have proposed new ideas for targeting Alzheimer's disease; The pre-sale of the longest Spring Festival stalls in history was officially opened; In 2023, China's nuclear power generation will account for 486%；China's high-speed flying car full-scale superconducting electric suspension test was successful(Involving CRRC, Xinzhu Co., Ltd., Zhongke Electric, China Railway, etc.); China's brain-computer connection has made a major breakthrough (involving Oriental Chinese Medicine, innovative medical care, Zhejiang version of media, etc.); The large-scale deployment of 400G has kicked off, and the demand for optical fiber modules can be expected to be released (involving Hengtong Optoelectronics, Zhongtian Technology, etc.); The first car of the cooperation between Huawei and JAC is a million-yuan sedan, which is benchmarked against the BMW 7 Series and was officially launched in the fourth quarter of this year. N-type polysilicon** achieved three consecutive increases (involving Tongwei Co., Ltd., Daqo Energy, etc.); Hogs **accelerated**.
*Information, good:The annual reports of Huicheng Environmental Protection and Haimo Technology have increased significantlyShuangjie Electric and Lakala turn losses into profits in their annual reports；Samsung Healthcare won the bid for 3100 million yuan project; Zhiguang Electric won the bid 1$6.2 billion project; Qinglong Pipe Industry signed a contract of 94.31 million yuan; Hytera won the bid for the 83 million yuan project; Infore Environment won the bid for a project of 63.28 million yuan; Fiberhome won the bid for Sichuan Telecom's commercial and customer version of FTTR centralized procurement project; Jifeng shares obtained a designated letter from a leading traditional automobile main engine factory; Sany Heavy Industry, Kailaiying, San'an Optoelectronics, China Micro Corporation, Xinwangda, Yuyuan Co., Ltd., Dongfang Cable, Fuyuan Pharmaceutical, Jack Co., Ltd., Nandu Power Supply, Huafu Fashion, Xinfengming, Evergreen Co., Ltd., Kairun Co., Ltd., Oriental Biotechnology, Xidian New Energy, Yuanjie Technology, Dian Diagnostics, Guoke Military Industry, Xinzhi Software, Yongtaiyun, Lingyunguang, Xintian Pharmaceutical, Xinyichang, Haier BiotechnologyRongtai sharesMannster, Jianghai Co., Ltd., Aibo Medical, Tiancheng Technology, Tricolor Technology, Keda Innovation, Longci Technology, Meig Intelligence, Ruiang Gene, Xinyuan Micro, Dongwei Technology, and Bethel plan to repurchase；Tongwei Co., Ltd., Kexing Pharmaceutical, Baofeng Energy, Bomin Electronics, Shanshi Network Technology, Changhong Technology, Liaoning Chengda, Li Yuanheng, Pathfinder, and Meditech shareholders plan to increase their holdings; The shareholders of Luo Niushan and Tebao Biotechnology promise not to **.
Negative: Wen's shares, Jinke shares, HC Semitek, Tom Cat, Zhuo Lang Technology's annual report loss; Tianhua New Energy, China Resources Materials, Dayu Water Saving, Jiangfeng Electronics' annual report is expected to fall; Xinghui shares received 6.42 million euros from the Italian tax department tax payment notice; Huicheng Technology received a prior notice of administrative penalty from the CSRC; The controlling shareholder of Humanwell Pharma was warned by the Shanghai Stock Exchange.
Others: Bohui shares proposed 22800 million yuan to build an integrated project of new materials and high-end chemicals with an annual output of 1.6 million tons; Guanhao high-tech proposed 175.5 billion yuan to build a 400,000-ton chemical pulp project；Huguang shares plan to raise 8$8.5 billion; Guangzhou Development plans to build 800 million yuan for the installation of rooftop distributed photovoltaic power generation projects; Huapei Power plans to raise additional funds 2200 million yuan for pressure sensor capacity expansion projects; Special information to be 11.7 billion yuan was listed to transfer 70% of the equity of Sichuan Huatuo; Strategic cooperation between Wanhua Chemical and Jereh Environmental Protection; Landun Optoelectronics and Xingsi Semiconductor strategic cooperation; Tiandi ** launched AIBASE, an application-level product for small and medium-sized enterprises; Halcyon Silicon's first 100,000-ton high-purity polysilicon production line achieved mass production; The 500t d grate waste incinerator in Shimao Energy's fundraising project has been put into operation recently; The PA75 battery box assembly jointly developed by Liyuan Co., Ltd. will gradually start mass production in the first half of the year; CVTE's first product in cooperation with Microsoft has been mass-produced and shipped. Fangda New Material's high gross profit export business accounts for more than 60%; At present, Tangyuan Electric has developed a number of intelligent robots with advanced technology and complete functions.
Lifting of restricted shares: Maiwei Shares, CTI Navigation, Zhongying Electronics, Kangzhong Medical, Jingye Intelligence, Yangdian Technology, Cinda**, Fuerjia, Unilead, Follett, *ST Zhengbang.