Important News Alert
The number of real-time live broadcast viewers and the number of viewers on the new ** side of the Spring Festival Gala in the Year of the Dragon have set a new recordIn January, 492 trillion yuan, 16.2 billion yuan higher than the same period last yearPopular Chinese concept stocks overnight**
Financial news.
According to CCTV News, on the evening of the 9th, the Spring Festival Gala of the Year of the Dragon was broadcast. With the overall goal of "joyful, auspicious and jubilant", the whole party presented a plain, festive and beautiful "cultural feast" for Chinese people around the world. The scale of real-time live broadcast viewers and the number of viewers on the new domestic ** terminal have set a new record. On February 9, local timePopular Chinese concept stocks are generally **, NASDAQ China Golden Dragon Index**137%。Among them, Zhongyang Financial rose 6461%, Sixiang Wireless rose more than 14%, Youdao rose more than 10%, Qudian rose more than 4%, Canadian Solar, JinkoSolar, etc. rose more than 3%, Good Future, GDS, etc. rose more than 2%, and NIO rose 180%, Alibaba rose 175%, Bilibili, Kingsoft Cloud, New Oriental, JD.com, etc. rose more than 1%, and Xpeng Motors rose 077%, Li Auto rose 069%, Pinduoduo rose 065%。
On February 9, local time, the three major U.S. stock indexes diverged, and the Dow Jones Industrial Index **014%, NASDAQ, S&P 500 respectively**57%, the S&P 500 index stood above 5,000 points, another all-time high.
Data released by the People's Bank of China on February 9 showedIn January, 492 trillion yuan, 16.2 billion yuan higher than the same period last yearOn the basis of a high base in the same period of the previous year, it maintained a year-on-year increase, indicating that the financial support for the real economy in the bank's balance sheet is relatively stable.
Key figures at a glance:
Renminbi loans increased by 492 trillion yuan, an increase of 16.2 billion yuan year-on-year.
At the end of January, the balance of broad money (M2) was 29763 trillion yuan, a year-on-year increase of 87%；The balance of narrow money (m1) is 6942 trillion yuan, a year-on-year increase of 59%
In January 2024, the increase in the scale of social financing will be 65 trillion yuan, 506.1 billion yuan more than the same period last year.
At the end of January 2024, the stock of social financing scale was 38429 trillion yuan, a year-on-year increase of 95%
The China Securities Regulatory Commission reported on February 9 that recently, the China Securities Regulatory Commission imposed administrative penalties on the illegal acts of fraudulent issuance in the process of applying for the initial listing of Shanghai Silxin Technology Co., Ltd. on the Science and Technology Innovation Board. This case is the first fraudulent issuance case investigated and handled by the CSRC after the issuer submits the application materials but before it is registered since the implementation of the new ** Law. In August 2021, Silchip submitted an initial listing application on the STAR Market. As an initial information disclosure quality inspection enterprise, the China Securities Regulatory Commission conducted an on-site inspection of it in December 2021 and found that the company was suspected of inflating income and other violations of laws and regulations.
The China Securities Regulatory Commission decided in accordance with the law: to impose a fine of 4 million yuan on Silxin; Huang Xueliang, then chairman of Silcore, and Toshio Nakama, then director, chief executive officer and general manager of Silchip, were fined 3 million yuan respectively; Lin Kaipeng, then director and senior vice president of Silxin, and Xiong Shikun, then director, senior vice president and secretary of the board of directors of Silxin, were fined 2 million yuan respectively; Li Xiong, then chief financial officer of Silchip, should be fined 1.5 million yuan; Yang Lu, then chairman of the board of supervisors of Sierxin, was fined 1 million yuan.
The China Securities Regulatory Commission reported on February 9 that in February 2023, in order to strengthen the supervision of important money markets, the China Securities Regulatory Commission and the People's Bank of China jointly issued the "Interim Provisions on the Supervision of Important Money Markets", which will be officially implemented on May 16, 2023. In accordance with the relevant requirements of the Interim Provisions, the China Securities Regulatory Commission (CSRC) has recently carried out an assessment and has identified the following 13 money market products** as important money markets**. At present, the relevant ** managers and products have made corresponding adjustments and preparations in accordance with the requirements of the "Interim Provisions". 
The China Securities Regulatory Commission reported on February 9 that in order to further implement the "Opinions on Further Improving the Quality of Listed Companies" (Guo Fa 2020 No. 14) and improve the information disclosure standards by industry, the China Securities Regulatory Commission revised the "Rules for the Preparation of Information Disclosure of Companies Offering ** to the Public - Special Provisions on Information Disclosure of Insurance Companies" and solicited opinions from the public.
The amendment adjusts the disclosure requirements of relevant accounting or operating indicators in combination with the relevant provisions of Accounting Standard for Business Enterprises No. 25 - Insurance Contracts, Accounting Standard for Business Enterprises No. 22 - Recognition and Measurement of Financial Instruments, and Solvency Supervision Rules for Insurance Companies ( ), and further optimizes the disclosure content and enhances the pertinence and effectiveness of information disclosure in combination with the information disclosure practices of insurance companies.
According to CCTV News, the Ministry of Culture and Tourism reported on the 9th that in 2023, the number of domestic travelers will be 489.1 billion, an increase of 23 over the same period last year6.1 billion, a year-on-year increase of 933%。
Key interpretations
More than a year ago! New RMB loans in January exceeded expectationsAccording to the data, RMB loans increased by 492 trillion yuan. Previously, the new loans of institutions in January were about 47 trillion yuan, the actual loan data exceeded market expectations. Industry insiders believe that since the beginning of this year, the prudent monetary policy has been flexible, moderate, precise and effective, and timely announced the RRR cut and the reduction of the re-lending and re-discounting interest rates for supporting rural and small enterprises, releasing favorable policies. Through open market operations and MLF over-renewal, we continued to maintain reasonable and abundant liquidity, effectively boosting market confidence, superimposed on the previous stock of macro policies, the effect of macroeconomic policies continued to appear, the economy continued to recover and improve, and the corporate sector had a strong demand for credit at the beginning of the year. Experts believe thatIn the new year, the economy will continue to pick up and improve, and it is very important to stabilize the start. Loan growth in January was higher than market expectations, reflecting the strengthening of the vitality of the real economy, and the advance deployment of investment and production by enterprises, helping to achieve a good start to the economy. Better financial data can also continue to boost confidence and improve social expectations.
Company News
openai: OpenAI CEO Sam Altman is seeking trillions of dollars in investment to overhaul the global semiconductor industry, according to market sources. Affected by this news, on February 9, local time, U.S. chip stocks across the board**. Qualcomm, AMD, Intel, Applied Materials, ASML respectively**89%。AlipayAlipay WeChat*** reported on February 9 that the 9th year of the "Jiwufu" activity ended on the same day. Since the official start of the event on January 29th,Nearly 600 million people experienced the taste of the New Year through the AI interactive gameplay launched by Alipay. Among them, "everyone comes to find blessings" has become the most popular way to collect blessing cards, with a total of nearly 3 billion AI-generated blessing characters being found by users. 3.oppoOn the evening of February 9, OPPO held a press conference. Liu Zuohu, chief product officer of OPPO, said: "AI is about to become as ubiquitous as tap water and Wi-Fi. Before Chinese New Year's Eve, we will push a new version of software to more than 10 million OPPO users, including hundreds of quite sci-fi AI features. Saying goodbye to the old and welcoming the new, Vientiane is renewed, and I announce that we have officially entered the era of AI mobile phones. ”HermesOn February 9, Hermès Group released its 2023 performance report. The Group's consolidated revenue in 2023 reached 1342.7 billion euros, up 21% year-on-year at constant exchange rates. Recurring operating income reached 56500 million euros, or 42 percent of sales1%。Group net profit increased by 28% year-on-year to 431.1 billion euros. L'OréalOn February 9thL'Oréal AG announced a minority investment in TO SUMMER. The investment was made by L'Oréal China's subsidiary, Shanghai Meici Investment***, and supported by Bold, L'Oréal's strategic innovation venture capital company**. On the same day, L'Oréal Group released its financial report, with sales of 411 in 2023800 million euros, an increase of 7.0 million euros over the previous year6%。Operating profit exceeded 81400 million euros, an increase of 9.0 million euros over the previous year2%。Sales in Chinese mainland increased by 5% year-on-year4%。6.GAC GroupOn February 9, GAC Group released a production and sales report. In January 2024, the entire group will produce 15750,000 units, a year-on-year increase of 227%；Terminal sales reached 19440,000 units, a year-on-year increase of 453%。Sunac ChinaAccording to the announcement on February 9, 2024, Sunac, SDIC CLP and related parties entered into an agreement, under which SDIC CLP agreed to transfer 70% of the target company's interests and debts through restructuring and cooperation, with a total consideration of about 39RMB7.4 billion (RMB, the same below), including 70% of the equity consideration of the target company (approximately 31.).2.9 billion yuan), as well as the consideration of Sunac's claims to the target company and Chongqing Yu Jinhong (about 8.4.5 billion yuan). Reporter: Zhang Jing Wu Yuhua Editor: Yu Hongbo Proofreader: Zhang Diange Reviewer: Xu Zhao Producer: Song Zhaoqing Issued: Peng Yong