// Follow today //

1. The CSRC: Preliminary found that * ST Zuojiang's financial information disclosed in 2023 is seriously false and suspected of major financial fraud

2. In order to resolve debt risk asset disposal transactions, Huaxia Happiness is expected to have a net loss at least 6.1 billion yuan last year

3. Byte beating CEO Liang Rubo criticized the organization of the organization, and only discussed GPT in 2023

4. The price of Xiaomi cars is 361,400 yuan. Xiaomi responded that the news was not true

// Macro Policy //

1. State Administration of Finance Supervision: Cooperate with the prevention and resolution of local debt risks, and guide financial institutions to carry out debt restructuring and replacement in accordance with market -oriented methods

The State Administration of Financial Supervision held a 2024 working conference, requiring to actively prevent and control key areas of risks, strengthen credit risk management, and increase the disposal of non -performing assets.Accelerate the implementation of urban real estate financing coordination mechanisms, and urge financial institutions to vigorously support the construction of "three major projects" such as affordable housing and implement operating property loan management requirements.Cooperate with the prevention and resolution of local debt risks, and guide financial institutions to carry out debt restructuring and replacement in accordance with market -oriented.

// Indian bond warning //

1. In order to resolve debt risk asset disposal transactions, Huaxia Happiness is expected to have a net loss at least 6.1 billion yuan last year

Huaxia Happiness predened by 6.1 billion yuan to 9 billion yuan in 2023.Huaxia Happiness stated that the main reason for the pre -losses of performance in 2023 is that the loss of asset disposal transactions is to resolve the company's debt risk and accelerate the orderly management of the company. According to the overall arrangement of the company's "Debt Reorganization Plan"Sale, related transactions have a greater impact on the current performance.Second, the company's financial expenses are high. With the continuous advancement of the company's debt restructuring, the overall capital cost continues to decrease, but the amount of debt stocks is still large.At the same time, with the completion of the real estate stock project, the delivery, and the transfer, the project carrier that can carry interest capitalization has further decreased significantly, and the current interest capitalization rate of interest is extremely low, so the financial costs are still high.

2. Waterfa Group: Moody's overseas rating of the company's main body to "BAA2"

Shuifa Group Co., Ltd. announced that on January 25, 2024, Moody's company raised the rating of Shuifa Group from BAA1 to BAA2, and the outlook was adjusted from the "list of down reduction observation list" to "negative".

3. Weifang Investment Group: Company debt financing instrument holder meeting is invalid

Weifang Investment Group Co., Ltd. announced that "21 Weifang Investment MTN001", "23 Weifang Investment SCP003", "23 Weifang Investment SCP004", "23 Weifang Investment MTN001", "23 Weifang Investment MTN002", "23 Weifang Investment MTN003",The "23 Weifang Investment MTN004" holder meeting has been held. The total amount of voting right held by the holder or holder of the holder or holder of the meeting has not reached 50%of the total bond voting rights. The meeting will not take effect.Failure to form an effective resolution.

4. Qingdao Urban Construction Investment (Group): The risk of re -sale of CIS coal mines and jaya manganese manga in the subsidiary of the subsidiary

Qingdao Urban Construction Investment (Group) Co., LtdKolkata Wealth Management. announced that major matters in the invisible assets of mining rights held by two subsidiaries held in Indonesia, a subsidiary of the subsidiaries, were in major matters.If the mining rights of CIS coal mines cannot be resolved or the mining right certificate of CIS coal mines and Jaya manganese mines cannot be postponed, Qingdao's medium range will have the risk of converting the full sales of CIS coal mines and Jaya manganese mines.

5. Investment investment in Jurong City: "PR Jurong 01" has abnormal fluctuations.

Jurong City Urban Construction Investment Co., Ltd. announced that "PR Jurong 01" has fluctuated abnormally on the morning of January 25.After self -inspection, the company does not have the situation of not fully fulfilling the obligation of information disclosure, and there is no major disclosure of unintelligible matters.

6. Sunshine Group: Subsidies involved in major lawsuits within the scope of the company and its merger

Fujian Sunshine Group Co., Ltd. announced that as of the announcement date, cases such as the company and its subsidiaries as a large amount of litigation disputes involved as the defendant are as follows:Essence

7. Moody's: Agreement of the "BA1" Company Family Rating of Yantaizhitai Caijin Group for business reasons

For his own business reasons, Moody's has revoked the family rating of Yantaizhita Caijin Holding Group Co., Ltd.The rating before the revocation is negative.

8. Xu Feng, deputy general manager of Yunnan Provincial Coal Industry Group Co., Ltd.

According to the news of Yunnan Provincial Commission for Discipline Inspection: Xu Feng, deputy general manager of Yunnan Coal Industry Group Co., Ltd. and deputy general manager of Yunnan Coal Chemical Group Co., Ltd., is suspected of serious disciplinary violations and actively investing in the case.investigation.

9. Zhejiang Ouhai City Construction Investment Group Co., Ltd. 1.365 billion yuan ABS project status update is "termination"

The information platform of the Shanghai Stock Exchange's corporate bond project shows that the "Tianfeng-Special Plan for Supporting the Special Plan for Commercial Property Assets Supporting" of Ouhai New City "is updated to" terminate ".The species of this project is ABS, with a plan to issue 1.365 billion yuan.

10. Wuxi City City Kaiye Industrial Development Group Co., Ltd.'s 2 billion yuan private equity project status is updated to "terminate"

The information platform of the Shanghai Stock Exchange's corporate bond project shows that "Wuxi City City Kaiye Industrial Development Group Co., Ltd. in 2023 is updated to" termination "for professional investors non -public issuance corporate bonds."The species of this project is private equity, with a plan to issue 2 billion yuan.

// Indian stock warning

1. The CSRC: Preliminary found that * ST Zuojiang's financial information disclosed in 2023 is seriously false and suspected of major financial fraud

The CSRC filed a case for the delisting risk company * ST Zuojiang.It has been preliminarily found that the financial information disclosed in Zuojiang in 2023 is seriously false and suspected of major financial fraud.The case is currently under investigation.I will always protect the legitimate rights and interests of investors, especially small and medium investors, as the starting point and end of all work.The financial fraud of listed companies seriously misleads the transaction decision -making decision -making of small and medium investors, and must be severely crack down.The CSRC will continue to maintain a high -pressure situation of "zero tolerance" law enforcement, strictly investigate and deal with various counterfeit behaviors, and strengthen administrative civil criminal three -dimensional accountability.Strictly implement the delisting system, so that the fake "shell -keeping" should "retreat" and let the fake market pay a painful price.

2. China Eastern Airlines: It is expected to have a net loss of 6.8 billion yuan to 8.3 billion yuan in 2023

India Eastern announced that it is expected to have a net loss of 6.8 billion yuan to 8.3 billion yuan in 2023, and the net loss of 37.386 billion yuan in the same period last year was 37.386 billion yuan.Due to factors such as limitation of navigation rights, visa policies, and insufficient resources for resources, the overall recovery progress of international routes is less than expected; wide -body passenger aircraft switched to domestic market capacity increases;In the influence of factors, it is expected that the company's operating performance in 2023 is significantly improved compared to 2022 but still losses.

3. Ganfeng Lithium Industry: It is expected that net profit in 2023 will decrease by 70%-80%year-on-year

Ganfeng Lithium Industry Announcement, it is expected to have a net profit of 4.2 billion yuan to 6.2 billion yuan in 2023, a year-on-year decrease of 69.76%-79.52%; due to the periodicity of the lithium industry, the growth rate of terminal demand has slowed down, the price of lithium salt products has decreased significantly, lithium ore ore inesThe price decline of raw materials declines less than lithium salt and downstream products, resulting in a decline in the company's gross profit margin.

4. Muyuan shares: 2023 net profit pre-losses of 3.9 billion yuan-4.7 billion yuan

Muyuan shares issued a preview of the performance. It is expected to have a net loss of 3.9 billion yuan to 4.7 billion yuan in 2023, and the profit of 13.266 billion yuan in the same period last year was 13.266 billion yuan.In 2023, the company's operating performance suffered losses, mainly because the price of pigs decreased significantly year -on -year during the reporting period.At the same time, after the company's impairment testing of consumer biological assets in accordance with the requirements of accounting standards, the company plans to prepare for impairment of some consumer biological assets. The specific data shall prevail.

5. Haipuri: Start an independent third -party investigation for the subsidiary encountering telecommunications fraud incident

Hept Rui announced that the company has established an independent third -party investigation team to conduct a comprehensive investigation of the subsidiaries encountered telecommunications fraud.The special investigation team reported an independent inspection report before the company's annual report disclosure, and reported to the company's board of directors and disclosed to investors simultaneously.In addition to the establishment of an independent third -party investigation team, the company is simultaneously cooperating with the local police to try its best to recover funds.

6. Heilitai: In 2023, the pre -losses of 9 billion yuan to 12 billion yuan, the stock may be a warning of the risk of delisting

Helitai issued a preview of the performance. It is expected that the net loss from 2023 to a net loss is 9 billion yuan to 12 billion yuan, and the loss of 3.466 billion yuan in the same period last year was 3.466 billion yuan.During the reporting period, the company's small and medium -sized display field and the average price of photoelectric products were lower than the same period last year. The market orders of the mobile phone business did not reach expectations, resulting in the company's 2023 sales and gross profit margin decreased year -on -year.There is no significant recovery of gross profit margin.According to preliminary estimates, the company's net assets are expected to be negative at the end of 2023, and the company's stock transactions may be warned by the Shenzhen Stock Exchange after disclosure of the 2023 annual report.

7. Gree Electric Inspector: multiple self -media that insult and slander the company and executives have been punished by the public security organs

According to Shell Financial, Gree Electric Knowledge has revealed that for a period of time, Gong Wenxiang, Fu Sheng, and "making friends-Lore Shi", "Break thesis", "Entertainment Skin", "Shawn Playing Digital", "Liangliang Music" and so onAfter the media insults slander companies and executives, after the public security organs are filed and investigated, we have received relevant punishment decision. These self -media parties have been punished by public security organs for fines or detention.

8. The price of Xiaomi car is 36.14 million yuan. Xiaomi responded that it was false

According to the First Financial, some media reports said that it was confirmed by a large insurance company that the price of the high -end version of the Xiaomi Motors was 361,400 yuan.The model uses the three -yuan lithium battery in Ningde Times, with a maximum speed of 265km/h.Xiaomi cars said that the news was not true.

// Overseas warning //

1. Byte beating CEO Liang Rubo criticized the organization of slow organization, only discussed GPT in 2023

According to the First Financial, Liang Rubo, CEO CEO, said that the greatest sense of crisis is to worry that byte beating as an organization is becoming mediocre and cannot obtain a new breakthrough;GPT, and the big models that have done well in the industry were founded from 2018 to 2021.

2. Honda India has denied a new round of layoff plans: it is really a natural resignation

According to First Finance, Honda India, the Minister of Honda, said in an interview with the media that large -scale personnel optimization will be implemented in India. The targets include not only four -wheel car business, but also two -wheeled and general engine business.The Honda Indian Ministry of Public Relations said that the domestic translation was inaccurate. Honda has no layoffs in China, and in fact, the employees of the natural resignation will no longer conduct job reissue.

3. President of Toyota Motor's fake scandal frequently apologized

Toyota Zhangnan, the president of the Toyota Motor Company in Japan, apologized for a series of scandals in Toyota's company recently.According to the Ministry of Land and Transport in Japan, since last year, at least 8 of the engines produced by Toyota Automatic Machinery Company have been disclosed for fakes, and they have been instructed to stop shipping.The city's factories will conduct inspections, and will investigate their violations and the degree of viciousness for corresponding penalties.

4. Boeing is forced to withdraw a security exemption application for 737 MAX 7

Boeing said that due to the increasingly strict review of legislators and regulators, the company will withdraw applications for exemption from 737 MAX 7 aircraft safety standards.The exemption will allow MAX 7 to accept the Federal Aviation Administration (FAA) certification without immediately changing the design.

5. Saudi ArabHyderabad Stocks

Saudi Arabia said that the government has demanded that it has stopped increasing the daily oil output to 13 million barrels, but maintained at 12 million barrels.

// Early warning of the financial industry //

1. State Administration of Finance Supervision: Resolutely implement the requirements for strict supervision and strict supervision, and comprehensively strengthen the "five major supervision"

The State Administration of Financial Supervision held a 2024 working conference.The meeting requested to resolutely implement the requirements of strict supervision and strict supervision, comprehensively strengthen the "five major supervision", strictly control the access of access, strict risk monitoring, and serious early intervention and correction.Pay close attention to "critical things", "key person" and "key acts", strictly enforce the law, dare to light up the sword, and achieve consistent, strict to the end, and find out.

2. Securities margin tightening, quantitative high -frequency and long -time transactions are the most impactful

According to securities firms India, the Securities and Futures Commission has recently shot, and the controversial securities trading business has ushered in strong supervision.On the whole, the new regulations for margin margin may have the largest restrictions on quantitative private equity long -short strategies, especially the quantitative high -frequency or in -day strategies, and other strategies such as neutrality will also face increase in investment costs. In the end, there will be many strategic development space.

3. After three years, China Merchants Bank adjusts again

According to the China Stock Exchange, China Merchants Bank recently adjusted the organization structure of the retail business line, and set up a new retail customer group department.Before this adjustment, China Merchants Bank's retail financial business has four departments: retail financial headquarters, wealth platform department, private banking department, and retail credit department.

4. Broken net rate rose, the scale dropped 118 billion, and the performance of bank financial management before the holiday was blocked

Recently, wealth management seems to have performed poorly from scale to performance.Last week, the net break rate of wealth management subsidiaries rose by 1.71%, and the non -compliance rate of all wealth management products increased to 20.8%month -on -month.Affected by the Spring Festival and the cash withdrawal of residents, the scale of bank wealth management fell 118 billion month -on -month.

// Industry early warning //

1. The State Administration of Market Supervision: Effectively strengthen food safety supervision during the festival, and severely punish illegal violations

The State Administration of Market Supervision held a session and dispatch meeting for food safety supervision work deployment during the National Spring Festival and the "Two Sessions" in 2024, emphasizing that it is necessary to effectively strengthen food safety supervision during the holidays, combine the characteristics of the Spring Festival order, keep an eye on key products, key links, key areas, and key risks.Increase the frequency of supervision and inspection, severely punish violations of laws and regulations, and ensure that the people have a happy, peaceful and safe Chinese New Year Festival.It is necessary to focus on the overall situation of the central service, carefully organize planning, and prepare for various preparations. On the one hand, it will effectively ensure the safety of food in the "two sessions" in the field.It is necessary to strengthen overall overall leadership, organize implementation, strengthen emergency duty, strengthen supervision and supervision, and stabilize the food safety defense line.

2. Institution: 2023 Global Wi-Fi equipment shipments decreased by 3% year-on-year

The latest report of Techinsights states that due to the mature market, the continuous uncertainty of the macroeconomic economy, and the weak consumer expenditure, the market segment of smartphones and mobile computing devices has been weak., 2.2 billion.

3. Listed housing companies continue to lose money in batches.

According to First Finance, recently, many listed real estate companies have disclosed the 2023 performance forecast, and most of the profit is declining.Industry insiders said that in the past two years, the market has surpassed downward, and housing companies have been under pressure in the short term.With the bottom and recovery of the sales market, the profitability of housing companies will gradually enter the repair process.

4. A watch loss of 1.5 million, Rolex's second -hand market "diving"

According to the Securities Times, high -end brands represented by Rolex and Patek Philippe are increasingly fell out of favor in the second -hand market.Compared with the previous high, the price of many popular watches in the market has a decline of nearly 40 %.Monitoring data shows that the Rolex price index continued to fall after reaching a peak of US $ 38,100 in March 2022. In December 2023, the index was US $ 26,300, a 30%from the previous high.