Pre-market report of A shares | Trump hopes to visit China within the first 100 days of taking office; the RMB and the FTSE China A50 surged late at night.

1. Pre-market News 1. Donald Trump sworn in as the 47th President of the United States, also expressing hope to visit China within the first 100 days in office Category: Macro Sentiment Impact: Positive In his inauguration speech, Trump promised to put America first, focusing on issues such as combating illegal immigration, high inflation, revitalizing the automotive industry, and oil exploration. It is reported that Trump expressed his wish to visit China within the first 100 days in office. Ministry of Foreign Affairs spokesperson Mao Ning stated that China is willing to work together with the new U.S. government to maintain communication, strengthen cooperation, and manage differences properly. 2. Chinese assets soar late at night: offshore renminbi rises nearly 800 points, FTSE China A50 Index rises Category: Market Sentiment Impact: Positive With the overnight closure of U.S. stocks, the U.S. dollar index saw a significant drop during trading hours. At the same time, futures for the FTSE China A50 index surged over 1.4%. Offshore renminbi against the U.S. dollar saw a significant rise during trading, reaching the 7.26 level, with an increase of over 800 points in a single day. On the news front, Trump reportedly will not impose new tariffs on his first day in office. 3. A group of companies forecast a significant increase in performance in 2024, with leading companies such as New China Life Insurance and BOE Technology shining Category: Company Sentiment Impact: Positive Last night, over 200 companies released performance forecasts, with New China Life Insurance expecting a net profit of 23.958 to 25.7 billion, a year-on-year growth of 175% to 195%; BOE Technology Group expects a net profit of 5.2 to 5.5 billion, a year-on-year growth of 104% to 116%; listed companies in the biopharmaceutical, semiconductor, chemical industry, and other sectors showed significant performance increases. 4. Several fund quarterly reports disclosed! Liu Gesong, Lin Qingyuan, and other star fund managers' latest stock holdings exposed Category: Market Sentiment Impact: Neutral Guangfa Fund's Liu Gesong significantly reduced holdings in the high market capitalization Chongqing Sokon Industry Group, increased positions in the smaller market cap Anhui Jianghuai Automobile Group Corp.,Ltd., and Western Superconducting Technologies is no longer among the top ten major holdings; Ping An Fund Lin Qingyuan sold a large amount of securities and insurance stocks, and after supplementing positions in the electronics and technology sectors, among others. Investment Calendar State Council Information Office holds conference to introduce new industrialization Investment Tips Investment Tips: The market does not peak due to selling pressure; on the contrary, the market peaks when there is no longer anyone chasing up; the formation of a bottom is just the opposite. When everyone has sold, the most likely direction is for prices to rebound. Larry Williams "The Secrets of Short-Term Trading" Editor's Point of View Editor's Point of View: Yesterday, the three major indices overall rose before falling back, with the ChiNext Index showing strong gains; BOC International believes that the ample liquidity environment provides support, and growth stocks are entering a window of opportunity for allocation. Institutional Views 1. Huaxi: The current market is in a high allocation cost-effective range, welcoming this round of spring market at the end of January and beginning of February. 2. BOC International: The ample liquidity environment provides positive support for A shares, and growth stocks are entering a window of opportunity for allocation this year. 3. Orient: Internal and external favorable factors are gradually accumulating, forming the basis for pre-holiday rebound, with potential for innovation in pharmaceuticals, non-ferrous metals, etc. Positive and Negative Prospects 1. National urban renewal work deployment meeting held, orderly and effective promotion of key tasks in urban renewal Category: Policy Focus Guolian: Urban village transformation is an important task in real estate, responding actively at all levels from central to local, continuously optimizing sources of funding, detailed implementation rules, etc., which may drive stabilization of sales in key cities and recommend companies carrying out urban renewal projects. 2. National Development and Reform Commission, Bureau of Statistics issued document! Establishing mechanism for forming prices of public data resources authorized operation Category: Policy Focus Guotai Junan: Prioritize landing public data resource development use in four directions, for companies long-term working in meteorology, transportation, social security, and natural resources, they can participate in data development, or operations of related public data, and are likely to gain numerous business opportunities. 3. At the beginning of the year, China's "artificial sun" achieves consecutive breakthroughs, the dawn of controllable nuclear fusion commercialization Category: Market Hot Discussion Galaxy Securities: Emphasizing the trend of controllable nuclear fusion industry as a new quality productivity future industry direction, suggest to focus on core projects in terms of industry development stage, high value volume, certainty, high resilience, AI empowerment, etc. Announcement Express Slightly positive announcements 1. Sinomach Automobile: Estimated net profit in 2024 is about 370 million to 440 million, an increase of about 1680% to 2016 2. Boe Technology Group: Estimated net profit in 2024 is 5.2 billion-5.5 billion, a year-on-year growth of 104%-116% 3. Rockchip Electronics: Estimated net profit in 2024 is expected to increase by 308%-367% year-on-year Slightly negative announcements 1. China Zhonghua Geotechnical Engineering Group: Expected net loss of 1.25 billion to 1.55 billion in 2024 2. Xinjiang Machinery Research Institute: Company's stock trading may be subject to delisting risk warnings 3. Beijing Zhong Ke San Huan High-tech: Net profit in 2024 is expected to decrease by 94.55% to 96.37% year-on-year Overseas Markets Self-selected prompt: In light of Martin Luther King Jr. Day, the U.S. stock market was closed on Monday, with most European stock markets seeing gains and the U.S. dollar index falling significantly; Putin expressed willingness to engage in dialogue on the situation in Ukraine; U.S. AI startup Perplexity seeks cooperation with TikTok and.This article is reprinted from "Tencent Self-selected Stocks", edited by GMTEight: Liu Xuan.