On Wednesday, December 1st, the main contents of today’s headlines are:
China Securities Journal
Five departments support the revitalization and development of old industrial cities and resource-based cities, and support the listing of qualified enterprises in cities in the demonstration zone
According to the national development and Reform Commission on the 30th, five departments including the national development and Reform Commission and the Ministry of science and technology recently issued the implementation plan for high-quality development of industrial transformation and upgrading demonstration zones in old industrial cities and resource-based cities during the 14th five year plan. The plan specifies that by 2025, relying on the cities in the demonstration area, a number of distinctive advanced manufacturing bases and regional central cities will be built to form a number of replicable and popularized experiences for the revitalization and development of old industrial cities and resource-based cities in China. Make full use of loans from international financial organizations to support the construction of industrial transformation and upgrading demonstration zone, and actively support qualified enterprises in demonstration zone cities to be listed.
The prosperity level improved, and the manufacturing PMI returned to the expansion range in November
According to the data released by the National Bureau of statistics on the 30th, the manufacturing PMI in November was 50.1%, an increase of 0.9 percentage points over the previous month. Zhao Qinghe, Senior Statistician of the service industry survey center of the National Bureau of statistics, said that a series of recent policies and measures to strengthen energy supply guarantee and stabilize market prices have achieved remarkable results. In November, the shortage of power supply has eased, the prices of some raw materials have dropped significantly, and the PMI of the manufacturing industry has returned to the expansion range, indicating that the production and operation activities of the manufacturing industry have accelerated, The prosperity level has improved. Experts said that there is limited upward space for raw material prices in the future, and the steady growth policy is expected to continue to work.
Liu He: it is expected that the annual economic growth will exceed the expected target
On November 30, Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, was invited to attend the 9th China EU forum Hamburg summit by video and delivered a keynote speech. Liu he said that since this year, China’s economy has continued to recover, and the growth, employment, prices and balance of payments are generally normal. It is expected that the annual economic growth will exceed the expected target. Looking forward to next year, we will maintain the continuity, stability and sustainability of macro policies, make more efforts to stimulate the vitality of micro subjects, create good expectations for the market and create a better environment for small and medium-sized enterprises and foreign-funded enterprises. We have full confidence in China’s economy next year.
Cross year market opens “high view” and becomes a key word recommended by securities companies
The new year’s market has begun. According to the reporter of China Securities Journal, as of November 30, eight securities companies had announced their monthly portfolio in December. Among them, Kweichow Moutai Co.Ltd(600519) is collectively favored by securities companies. On the whole, the newly recommended stocks of securities companies are densely distributed in mechanical equipment, food and beverage, chemical industry, medicine and other industries.
Shanghai Securities News
In November, manufacturing PMI returned to the boom and bust line, and China’s economy returned to a comprehensive recovery trend
With the effectiveness of a series of policies to ensure supply and stabilize prices, the Manufacturing Purchasing Manager Index (PMI) rebounded to the expansion range in November, and the non manufacturing PMI also maintained expansion, indicating that China’s economy has returned to a comprehensive recovery. Analysts believe that the current pressure of oversupply has increased, and the policy still needs to increase to expand domestic demand and stabilize the endogenous driving force of the economy.
The implementation of new regulations on the supervision of insurance group companies defines the types and proportion restrictions of investable enterprises
The reporter learned yesterday that the China Banking and Insurance Regulatory Commission recently issued the measures for the supervision and administration of insurance group companies (hereinafter referred to as the measures) to further strengthen the supervision and administration of insurance group companies, effectively prevent the operational risks of insurance groups and promote the healthy development of the financial and insurance industry. The measures emphasize that the equity investment of insurance group companies should adhere to the principle of main insurance business, and further clarify the restrictions on the types and proportion of enterprises that insurance groups can invest in, so as to prevent the disorderly expansion of capital.
The Ministry of industry and information technology issued three heavy plans a day, drawing a “road map” for the five-year development of the information industry
The Ministry of industry and information technology released three major plans in one day yesterday – the development plan for the deep integration of informatization and industrialization in the 14th five year plan, the development plan for software and information technology service industry in the 14th five year plan and the development plan for big data industry in the 14th five year plan. According to these plans, by 2025, the business income of China’s software enterprises above Designated Size will exceed 14 trillion yuan, and the estimated scale of big data industry will exceed 3 trillion yuan.
International institutions: Omicron strain may push up inflation and prolong the exit time of easing policy
After being “defined” by who as having a very high risk of infection, the long-term impact of the Omicron variant of covid-19 virus on the global economy remains to be seen. International rating agencies claimed this week that the Omicron strain may damage the global growth prospects, but also push up inflation, and the differentiation of the global economic recovery will last longer.
securities times
Liu he attended the Hamburg summit of the China EU forum and delivered a keynote speech, saying that China’s economic growth will exceed expectations and has full confidence in next year
On November 30, Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, was invited to attend the 9th China EU forum Hamburg summit by video and delivered a keynote speech. Liu he said that since this year, China’s economy has continued to recover, and the growth, employment, prices and balance of payments are generally normal. It is expected that the annual economic growth will exceed the expected target. Looking forward to next year, we will maintain the continuity, stability and sustainability of macro policies, make more efforts to stimulate the vitality of micro subjects, create good expectations for the market and create a better environment for small and medium-sized enterprises and foreign-funded enterprises. We have full confidence in China’s economy next year.
Manufacturing PMI returns to the expansion interval industrial chain supply chain collaborative recovery
On November 30, the service industry survey center of the National Bureau of statistics and the China Federation of logistics and procurement released the China Manufacturing Purchasing Manager Index (PMI). In November, the manufacturing PMI was 50.1%, an increase of 0.9 percentage points over the previous month. After falling below the critical point of 50% for two consecutive months, it returned to the expansion range. At the same time, the non manufacturing business activity index and comprehensive PMI output index are also in the expansion range, indicating that China’s economic prosperity has rebounded on the whole.
Policies and measures have been strengthened and significantly effective, and the foundation for steady economic recovery has been consolidated
After falling below the threshold for two consecutive months, China’s Manufacturing Purchasing Managers’ index (PMI) in November released yesterday rebounded to 50.1% from 49.2% last month, returning to the expansion range. The trend of manufacturing PMI not only reflects the complex and changeable situation facing China’s economy, but also reflects the toughness and potential of economic operation. As an important leading indicator reflecting macroeconomic operation, we can observe the overall picture of economic operation through the latest PMI data of manufacturing industry.
Online car Hailing platform enterprises shall determine and announce the proportion of the sampling according to the regulations
On November 30, the Ministry of transport, the national development and Reform Commission and other eight departments issued the opinions on strengthening the protection of the rights and interests of employees in the new format of transportation, which made clear requirements and put forward safeguard measures from the aspects of improving the platform and the benefit distribution mechanism of employees, supporting employees to participate in social insurance, etc.
Securities Daily
In the face of Omicron, China’s stock market is very calm
When the new virus Omicron came, US stocks were startled and rebounded immediately. Chinese assets represented by A-Shares chose to “ignore” Omicron, only opened low, and then quickly returned to the previous trend. The different reactions of Chinese and American capital markets to Omicron verify the quality of the assets of the two countries to a certain extent.
The resilience of China’s economy is highlighted, and it is right for international investors to allocate Chinese assets
Since last Friday, the global financial market has experienced significant fluctuations. Omicronla, a mutant strain of covid-19 virus, has sounded a new alarm of the global epidemic, and the expectation of economic recovery has been tested again. Stock markets in Europe, America, Japan, South Korea and other countries all fell by a large margin. As of press time, the overseas market has not recovered its lost land, and the panic of investors can be seen.
Omicron pushed up the freight rate and expected the share prices of many shipping listed companies to rise sharply
Strictly preventing the spread of Omicron, a variant of covid-19 virus, has become a new goal of global epidemic prevention. Many countries have begun to take action to re close their borders and upgrade entry-exit restrictions. According to the latest view of who, the global overall risk associated with Omicron covid-19 variant is assessed as “very high”.
The third round of local auction has sold 155.2 billion yuan, with few flow auctions, many reserve price transactions and the absence of private real estate enterprises
On the evening of November 30, the second trading day of the third round of land auction in Shanghai ended. Except for one transaction at the base price, the other four plots hit the top and entered a written quotation link. The transaction volume was 6.238 billion yuan, plus 4.433 billion yuan on the first day of the auction. At present, the transaction volume of the third round of land auction in Shanghai has been 10.671 billion yuan.
21st Century Business Herald
This year, the number of IPO terminated enterprises has been two years ahead of the total. Why do biomedical enterprises frequently “break the halberd” science and innovation board?
Under the epidemic, biomedicine has become a hot industry concerned by capital, and it is one after another to enter the capital market and impact IPO. So, why did these enterprises not complete the “last shot”, but fell on the goal line?
Baijiu‘s “choice” and “return”: Moutai’s Wuliangye Yibin Co.Ltd(000858) price increase
In the years of famous wine price increase war, the price increase rhythm of the two leaders Kweichow Moutai Co.Ltd(600519) (600519. SH) and Wuliangye Yibin Co.Ltd(000858) (000858. SZ) has already slowed down. At the end of this year, their price strategies are different.
China business daily
Shanghai International Airport Co.Ltd(600009) 19.1 billion restructuring plan came out, and Hongqiao Airport returned to the listing system after 17 years
On the evening of November 30, the overall listing pace of Hongqiao and Pudong airports was further improved. That night, the draft of major asset restructuring disclosed by Shanghai International Airport Co.Ltd(600009) (600009. SH) showed that the company planned to purchase 100% equity of Shanghai Hongqiao International Airport Co., Ltd. (hereinafter referred to as “Hongqiao Airport”) held by Shanghai International Airport Co.Ltd(600009) (Group) Co., Ltd., Shanghai International Airport Co.Ltd(600009) Group Logistics Development Co., Ltd. by issuing shares at the price of 44.09 yuan / share The total transaction consideration of the assets related to the fourth runway of Shanghai Pudong International Airport was 19.132 billion yuan.
In November, the top ten bull stocks were freshly released Andon Health Co.Ltd(002432) 214% and topped the list
In November, A-Shares continued to show a trend of structural shock consolidation. As of the closing on November 30, the Shanghai index rose 0.47% in the month, the Shenzhen Composite Index rose 2.38% and the gem index rose 4.33% in the same period. After excluding the new shares listed in the last half year, as of the closing on November 30, the top ten bull stocks rose by more than 100% in November, and were concentrated in the two concept plates of Xinneng car and yuanuniverse.
economic reference daily
Specialized integration, intensive landing of state-owned assets, and clear path for optimizing the layout of state-owned enterprises
China Railway Materials Company Limited(000927) the group and China Chengtong Holding Group Co., Ltd. have been approved for the professional integration of the logistics sector, and the “national team” in the logistics field has finally been launched. This year is the first year of the 14th five year plan, and also the year of three years of action in the reform of state-owned enterprises. The layout optimization path of state-owned assets and state-owned enterprises is becoming increasingly clear, and the specialized integration is intensively implemented. SASAC said that the next step is to accelerate the optimization of the layout and structural adjustment of the state-owned economy, and deepen the strategic reorganization and professional integration in key areas. Industry experts believe that there is still much room for the optimization and adjustment of the layout structure of state-owned enterprises in the future, and the reorganization and integration of key areas such as strategic resources are imminent.
Manufacturing PMI returned to the expansion range and the economic boom level rebounded
According to the data released by the National Bureau of statistics on November 30, in November, China’s Manufacturing Purchasing Manager Index (PMI) was 50.1%, an increase of 0.9 percentage points over the previous month, above the critical point, and the manufacturing industry returned to the expansion range. China’s economic prosperity has picked up on the whole. “A series of policies and measures recently introduced to strengthen energy supply guarantee and stabilize market prices have achieved remarkable results. In November, the shortage of power supply has eased, the prices of some raw materials have dropped significantly, and the manufacturing PMI has returned to the expansion range, indicating that the manufacturing production and operation activities have accelerated and the prosperity level has improved.” Zhao Qinghe, Senior Statistician of the service industry survey center of the National Bureau of statistics, said.
