On Tuesday, November 9th, the main contents of today’s headlines are:
China Securities Journal
Regulators are studying and launching measures to further expand the opening of capital markets
Relevant data show that in the first 10 months of this year, overseas funds bought A-Shares of more than 320 billion yuan through the Shanghai and Shenzhen Stock connect mechanism, close to the best annual level in 2019 in history. China Securities News reporter learned that the regulatory authorities are studying and launching relevant measures to further expand the opening of the capital market.
To help achieve the “double carbon” goal, the central bank launched carbon emission reduction support tools
On November 8, the people’s Bank of China announced the launch of carbon emission reduction support tools. The people’s Bank of China will provide low-cost funds to financial institutions through carbon emission reduction support tools, and guide financial institutions to provide carbon emission reduction loans to all kinds of enterprises in key areas of carbon emission reduction on the premise of independent decision-making and taking their own risks. The loan interest rate shall be roughly the same as the market quotation interest rate (LPR) of loans of the same period and grade.
Production, supply and inventory increased, coal prices and materials continued to decline steadily
The comprehensive launch of the policy of ensuring supply and stabilizing price is promoting the balance of supply and demand pattern in the coal market and accelerating the return of prices to a reasonable range. On November 8, the national development and Reform Commission said that with the increase of national coal production and supply and the increase of coal inventory in power plants and ports, the spot price of thermal coal fell sharply. It is expected that with the further release of coal mine capacity and the continuous increase of coal output, as well as the reduction of power plant market procurement after the fulfillment of medium and long-term contracts for power coal and the improvement of coal storage, the coal price is expected to continue to decline steadily.
Many lines practice their internal skills hard, and the securities companies layout the Beijing stock exchange nonstop
Increase investment banking business, strengthen research and actively provide market making services… The opening of the Beijing stock exchange is imminent. In order to seize the new track, securities companies are working hard in multiple business lines.
Shanghai Securities News
The central bank created and launched carbon emission reduction support tools
It comes out after a long call. On November 8, the people’s Bank of China announced that it had created and launched the structural monetary policy tool of carbon emission reduction support tool to support the development of key areas such as clean energy, energy conservation and environmental protection and carbon emission reduction technology in a steady, orderly and accurate way, and leverage more social funds to promote carbon emission reduction.
Seeking high-quality development and seeking new opportunities for the Expo, the “buyer group” of listed companies has gained a lot
Whether it is Shanghai Laiyifen Co.Ltd(603777) renewed for four times, or Xiamen Xiangyu Co.Ltd(600057) signed a large order of US $1.2 billion for the first centralized and special signing, or Shanghai W-Ibeda High Tech.Group Co.Ltd(688071) looking forward to expanding global opportunities through the fair… Listed companies have become the indispensable backbone of the “buyer group” of the fourth fair.
Net profit of Listed Companies in Shanghai and Shenzhen in the first three quarters increased by 26% year-on-year
With the end of the disclosure of the third quarterly report, listed companies in Shanghai and Shenzhen have handed over their business “answers”. Data show that 4536 listed companies achieved operating revenue of 50 trillion yuan and net profit of 4.1 trillion yuan in the first three quarters, with a year-on-year increase of 23.3% and 26% respectively. The median profit of listed companies is 100 million yuan and the median annualized earnings per share is 0.38 yuan.
National Energy Administration: effectively increase coal production capacity to ensure energy safety and supply
A spokesman for the National Energy Administration said at an online press conference in the fourth quarter of 2021 yesterday that winter and spring are the peak of energy consumption, and coal demand will further increase on the basis of the current high level.
securities times
The central bank launched a carbon emission reduction support tool with a one-year interest rate of 1.75%
On November 8, the central bank announced that in order to implement the important decisions and arrangements of the CPC Central Committee and the State Council on carbon peaking and carbon neutralization, and fully implement the new development concept, the people’s Bank of China created and launched the structural monetary policy tool of carbon emission reduction support tool to support clean energy, energy conservation and environmental protection in a steady, orderly, accurate and direct way The development of key areas such as carbon emission reduction technology, and leveraging more social funds to promote carbon emission reduction.
Major projects landed one after another and infrastructure investment pressed the acceleration key
With the commencement and implementation of many projects at the end of the year, many experts told reporters that the continued weak growth rate of infrastructure investment since this year is expected to pick up at the end of this year and the beginning of next year. However, due to the limited physical workload of newly started major projects in the short term, and the overall scale of new energy, new infrastructure and other projects vigorously promoted at present, infrastructure investment will moderately boost the underlying economy in the short term. With the commencement of major projects in the 14th five year plan, infrastructure investment may pick up significantly in the first half of next year. In the long run, the pulling effect of new energy and new infrastructure on infrastructure investment tends to increase.
New houses in Shenzhen school district are not favored, and buyers no longer blindly follow the trend
Under the trend of real estate market regulation and University District, the housing shock in Shenzhen School District, which has been known as “hard currency”, is more obvious, and the sales situation can be seen. In fact, it is not difficult to understand that the scope of the reference price of second-hand housing in Shenzhen is mainly aimed at hot areas and communities, and the housing in the school district is the focus of regulation. In the first half of this year, due to the introduction of reference prices in Shenzhen’s second-hand housing market and the recent frequent policies on school district reform and education, the mentality of school district housing owners and home buyers have changed, and more and more houses have taken the initiative to adjust prices.
Chemical enterprises “with capital” drive into the new track, and the large-scale process of lithium iron phosphate is accelerated
With the pursuit of cost reduction of electric vehicles, lithium iron phosphate has become the favorite of the power battery market this year. After a round of rapid growth, the installed capacity is comparable to that of ternary batteries. Subsequently, the industry has expanded its production significantly, and even attracted players in titanium dioxide, phosphorus chemical industry and other fields to “bring capital” across the border, resulting in a cost advantage of more than 1000 yuan per ton in the production link. On the one hand, the admission of new players intensifies the competitive situation, on the other hand, it also brings the reform of “big chemical industry” to the industry, and accelerates the trend of large-scale production of lithium iron phosphate and upstream raw materials. Manufacturers will compete for cost and capacity, and should also be vigilant against the potential excess risk of radical expansion.
Securities Daily
National Energy Administration: the tense situation of power supply and demand has been alleviated, and the phenomenon of switching off and limiting power has not been reproduced
On November 8, the National Energy Administration held an online press conference for the fourth quarter. The relevant person in charge of the National Energy Administration said that winter and spring are the peak of energy consumption, and the coal demand will further increase on the basis of the current high level. In the next step, the national energy administration will continue to make overall plans for increasing production and ensuring supply, safety and environmental protection, pay close attention to coal production, actively coordinate the prominent problems in the process of stabilizing production and increasing production, effectively increase coal production capacity, ensure the stable operation of economy and society, ensure the safe supply of energy and ensure the people’s warm winter.
The proportion of new energy from afterburner clean low-carbon transformation will continue to increase
The “opinions of the CPC Central Committee and the State Council on deepening the battle against pollution prevention and control” was released a few days ago. The opinion proposes to promote the transformation of clean and low-carbon energy. On the premise of ensuring energy security, accelerate the pace of coal reduction and implement renewable energy substitution.
The turnover of the first batch of A50 ETFs exceeded 10 billion yuan on the listing day
“The successful listing of the first batch of MSCI China A50 interconnection ETFs not only adds new tools to investors’ layout of China’s high-quality core assets, but also is a milestone for China’s financial market to further go abroad and gain global recognition.” Li Yimei, general manager of Huaxia Fund, said: “A50 has significant advantages such as sharing China’s economic growth dividends, packaging China’s industry leaders, one click tracking smart funds and so on.”
The central bank continued to launch large-scale reverse repo experts: this will avoid the market interest rate rising higher than expected
On November 8, the people’s Bank of China (hereinafter referred to as the “central bank”) announced that in order to maintain the reasonable and abundant liquidity of the banking system, the central bank carried out a 7-day reverse repurchase operation of 100 billion yuan by means of interest rate bidding on that day, with an operating interest rate of 2.2%. In view of the maturity of RMB 10 billion reverse repurchase in the open market on November 8, the central bank realized a net investment of RMB 90 billion.
people’s daily
We will strengthen the implementation of fair competition policies and deepen international cooperation in the field of competition
In recent years, with the rapid development of economic globalization and digital economy, all countries attach great importance to and continue to strengthen competition supervision. From November 16 to 17, the 7th BRICs international competition conference will be held in China. What impact will it have on strengthening the implementation of fair competition policy and deepening international cooperation in the field of competition? Our reporter interviewed Gan Lin, deputy director of the State Administration of market supervision and administration and director of the Organizing Committee of the 7th BRICs international competition conference.
21st Century Business Herald
The number of IPO application projects on the internal medicine innovation board was exceeded by the main board
Since the pilot of the registration system in China’s capital market, the science and innovation board has always been an important plate for Chinese enterprises to compete for listing. Since the opening of the market, 352 enterprises have landed in the science and innovation board market. The science and innovation board market has thus become one of the preferred sectors for enterprises to be listed. However, according to the observation of the 21st Century Business Herald reporter, the number of enterprises applying for listing on the main board of Shanghai and Shenzhen exceeded the number of applying for the science and innovation board in 2021.
What’s going on? The price of traditional Chinese medicine has risen, and some have doubled directly! Waterlogging has become a major inducement in the north
“Since the Spring Festival, the price rise of traditional Chinese medicine has been particularly obvious. There are many factors, such as epidemic situation, inconvenient transportation, weather influence, etc. for example, a heavy rain in Zhengzhou directly increased the raw land from 13 yuan per kilogram to 40 yuan now.” On November 7, Hou Xiaojin, a distributor of traditional Chinese medicine in Bozhou, Anhui Province, told the 21st Century Business Herald.
China business daily
“Yuan universe” hypes game stocks, but the turnaround of game companies depends on something else
In the past month, game stocks have made a comeback by stepping on the concept of “meta universe”. In the S11 finals of hero League at the weekend, EDG team from China’s LPL division won the global finals, which also added a “fire” to the trend of game stocks on the first trading day of this week.
The medical insurance negotiation was launched on November 9. Will PD-1 and car-t drugs with sky high prices be reduced?
On November 8, the first financial reporter learned from many parties that the medical insurance negotiation in 2021 will begin on November 9 and end on November 11 for three days.
economic reference daily
Gem registration system reform highlights the continuous optimization of A-share market ecology
Recently, the positive signals of deepening the reform of the capital market have been released frequently, the reform of the registration system has entered a key stage, and the reform potential energy has been accumulated. From the start of the pilot registration system on the science and innovation board to the synchronous promotion of “increment + stock” on the gem, the quality of the registration system reform has been highlighted, the efficiency of the capital market implementing the registration system reform in serving the real economy has been greatly improved, and the ecology of the A-share market has undergone positive changes.
Policy catalyses the emergence of multiple investment mainlines in the environmental protection industry
The opinions of the CPC Central Committee and the State Council on deepening the battle for pollution prevention and control (hereinafter referred to as the opinions) were recently released. On November 8, environmental protection stocks opened higher and went higher. As of the closing of the day, Xiongan Kerong Environment Technology Co.Ltd(300152) , Xingyuan Environment Technology Co.Ltd(300266) , Tongxing Environmental Protection Technology Co.Ltd(003027) and other stocks rose by the limit; Beijing Water Business Doctor Co.Ltd(300055) , Yonker Environmental Protection Co.Ltd(300187) and others rose by more than 16%; Zhejiang Tuna Environmental Science & Technology Co.Ltd(603177) , Spic Yuanda Environmental-Protection Co.Ltd(600292) and others rose by more than 9%.
