GuShiio.com ① Some shares of securities companies and three AMC companies were transferred to Central Huijin ② Heavy financial data released in January ③ European and American stock markets were mixed, and the Nasdaq China Golden Dragon Index rose by more than 7% this week ④ Using AI to replace analysts, a hedge fund startup outperformed global stock markets ② A group of nuclear technologies, one of Hangzhou’s “Six Little Dragons”, submitted a listing application to the Hong Kong Stock Exchange.
macro news
1. Yesterday evening, a number of state-controlled financial institutions issued announcements one after another that part of their equity would be transferred to Central Huijin. Among them, China Cinda, Great Wall Assets, and Orient Assets are all AMC companies controlled by the Ministry of Finance. Shareholders of China Securities Financial Corporation plan to transfer their 66.7% equity in the company to Central Huijin.
2. Central bank data shows that preliminary statistics show that the increase in social financing scale in January 2025 was 7.06 trillion yuan, 583.3 billion yuan more than the same period last year. RMB loans increased by 5.13 trillion yuan in January. At the end of January, the broad money (M2) balance was 318.52 trillion yuan, a year-on-year increase of 7%, and the narrow money (M1) balance was 112.45 trillion yuan, a year-on-year increase of 0.4%.
3. Central bank data shows that at the end of the fourth quarter of 2024, the balance of RMB real estate development loans was 13.56 trillion yuan, a year-on-year increase of 3.2%. The balance of personal housing loans was 37.68 trillion yuan, a year-on-year decrease of 1.3%. At the end of the fourth quarter of 2024, the balance of RMB real estate loans was 52.8 trillion yuan, a year-on-year decrease of 0.2%.
industry news
1. The Shanghai Stock Exchange recently organized a symposium on the high-quality development of indexed investment. The relevant person in charge of the Shanghai Stock Exchange stated that it will continue to enrich the index fund product system and high-quality supply, continuously optimize the ETF supporting mechanism, answer the same questions with all parties in the market, enhance synergy, promote the implementation of various measures for the high-quality development of indexed investment, and improve The proportion and stability of medium-and long-term capital A-share investment.
2. A hedge fund startup used artificial intelligence (AI) to do the work normally done by analysts, outperformed global stock markets in the first six months and significantly cut research costs. The Sydney company, Minotaur Capital, was founded by Armina Rosenberg and Thomas Rice. In the six months to January, the two men’s global equity bets returned 13.7%, compared with a return of 6.7% on the MSCI Global Index.
3. The National Development and Reform Commission and other departments carried out pilot work on open interconnection of logistics data. The pilot goal is to focus on outstanding issues in the development of the logistics industry, break down “information islands” and “data chimneys”, open up data from government departments, related enterprises and business systems such as ports, highways, railways, and aviation, and innovate logistics data interaction models and solutions.
4. Data from China Academy of Information and Technology shows that in December 2024, mobile phone shipments in the domestic market were 34.528 million units, a year-on-year increase of 22.1%. Among them, 30.433 million 5G mobile phones were 5G mobile phones, a year-on-year increase of 25.8%, accounting for 88.1% of mobile phone shipments during the same period.
5. According to monitoring by the Shenzhen Shell Research Institute, the number of second-hand houses signed in Shenzhen in the five days after the Spring Festival this year increased by 24% year-on-year compared with the five days after the Spring Festival last year. The number of second-hand houses signed in the seven days after the festival increased by 41% year-on-year compared with the seven days after the festival last year. Home buyers have increased their willingness to buy houses.
6. The agency released a report predicting that in the next two years, China’s smart computing power will continue to maintain rapid growth. In 2025, the scale of China’s intelligent computing power will reach 1037.3EFLOPS, an increase of 43% compared with 2024; in 2026, the scale of China’s intelligent computing power will reach 1460.3EFLOPS, twice that of 2024. In 2025, the market size of China’s artificial intelligence computing power will reach US$25.9 billion, an increase of 36.2% compared with 2024; in 2026, the market size will reach US$33.7 billion, 1.77 times that of 2024.
7. The international scientific research team led by Peking University has successfully developed a new hydrogen production method. Through the new catalyst, carbon dioxide emissions can be eliminated from the source and high-yield hydrogen production can be achieved. This breakthrough achievement was published in the international academic journal Science on the 14th.
company news
1. Halo Xinwang announced that the controlling shareholder plans to reduce its shares in the company by no more than 3%.
2. Nuclear Technology, one of Hangzhou’s “Six Little Dragons”, submitted a listing application to the Hong Kong Stock Exchange. The co-sponsors are JPMorgan Chase and CCB International.
3. Gansu Nenghua announced that the company’s deputy general manager was detained.
4. Hongjing Technology announced that it has no business cooperation with “DeepSeek”.
5. Aisen shares announced that it plans to purchase a controlling stake in Ganuo New Materials and resume trading of its shares.
6. Zhejiang Rongtai announced that it plans to transfer a 51% stake in Dizi Precision, which focuses on the research and development, production and sales of ball screws, planetary roller screws, etc.
7. Zhichun Technology announced that it plans to purchase a controlling stake in Witton Crystal Phosphorus, and its shares will be suspended from next Monday.
8. AVIC Electric Testing announced that the changed securities abbreviation “AVIC Chengfei” and securities code “302132” will be used starting from the market opening on February 17.
9. Data Port announced that there are no big model and deepseek related products, nor are there any equity cooperation and other business cooperation related to deepseek and big model.
10. Lanqi Technology announced that the second generation of MRCD and MDB chips has successfully sent samples to major memory manufacturers around the world.
11. Nanwei Software announced that it has not signed a service cooperation agreement with DeepSeek and has no business cooperation with it.
12. UFIDA Network announced that it has not signed a service cooperation agreement with Deep Seek and has no business cooperation with it.
global market
1. The three major U.S. stock indexes closed mixed. The Nasdaq rose 0.41%, rising 2.58% this week; the S & P 500 fell 0.01%, rising 1.47% this week; the Dow fell 0.37%, rising 0.56% this week. Meta rose more than 1%, recording 20 consecutive gains on the daily line. Its share price continued to hit a record high, with a total market value of US$1.87 trillion. The company plans to invest heavily in AI humanoid robots. Intel fell more than 2%, and this week’s cumulative gain exceeded 23%, the largest weekly gain since January 2000. Most popular Chinese stocks rose. The Nasdaq China Golden Dragon Index closed up 2.27%, continuing to hit a new high since October 8 last year, and rising 7.29% this week. European stocks were mixed, with Germany’s DAX 30 index ending its four-game consecutive gains.
2. The settlement price of international crude oil futures closed down slightly. WTI crude oil futures fell 0.77% in March and fell 0.37% this week; Brent crude oil futures fell 0.37% in April and rose 0.11% this week. NYMEX March natural gas futures closed up 2.67%, rising 12.57% this week.
3. COMEX gold futures fell 1.76%, rising 0.21% this week;COMEX silver futures fell 0.22%, rising 0.65% this week.
4. The board of directors of the American Center for Open Artificial Intelligence Research (OpenAI), a developer of ChatGPT, unanimously rejected Elon Musk’s offer to acquire the company’s assets for $97.4 billion.
