On Thursday, November 18th, the main contents of today’s headlines are:
China Securities Journal
The top-level design is ready, and the hydrogen energy industry has entered the golden development period
Under the guidance of the “double carbon” goal, the development of China’s hydrogen energy industry is stepping into a fast lane. Experts said that the top-level design on the development of hydrogen energy industry at the national level will be introduced. China hydrogen energy alliance predicts that by 2025, the output value of China’s hydrogen energy industry will reach 1 trillion yuan; By 2050, hydrogen energy will account for more than 10% of China’s terminal energy system, and the annual output value of the industrial chain will reach 12 trillion yuan.
Executive meeting of the State Council: set up 200 billion yuan of special refinancing to support clean and efficient utilization of coal
Premier Li Keqiang presided over the executive meeting of the State Council on November 17, deliberated and adopted the 14th five year plan to promote national government informatization, accelerate the construction of digital government and improve government service level; It is decided to set up a special refinancing to support the clean and efficient utilization of coal and promote green and low-carbon development.
Overseas inflation expectations are rising, and the ultra-low interest rate environment may change
With the recent rise of US inflation data and the interweaving of market inflation expectations and policy decline expectations, is the era of global ultra-low interest rates coming to an end? Analysts believe that the supply shock has not been effectively alleviated, the side effects of excessive currency are gradually emerging, overseas inflation is heating up significantly, especially the high inflation in the United States may last for a long time, or force major central banks such as the Federal Reserve to accelerate the pace of policy normalization, and the global ultra-low interest rate level is facing a return.
The two-way opening-up of the capital market has yielded fruitful results, and the cumulative turnover of northbound funds over the past seven years has been 64 trillion yuan
HKEx Hong Kong Stock Exchange: 00388 461.600 – 0.94% + optional announced on the 17th that as the world’s first two-way opening model of capital market, Shanghai Hong Kong stock connect ushered in the seventh anniversary. As of November 10, the cumulative turnover of North Shanghai Stock connect and Shenzhen Stock connect in the past seven years had reached 64 trillion yuan, with a cumulative net inflow of 1.5 trillion yuan into the mainland stock market.
Shanghai Securities News
The executive meeting of the State Council issued policies to promote green and low-carbon development, and set up 200 billion yuan of special refinancing to support clean and efficient utilization of coal
Premier Li Keqiang presided over the executive meeting of the State Council on November 17, deliberated and adopted the 14th five year plan to promote national government informatization, accelerate the construction of digital government and improve government service level; It is decided to set up a special refinancing to support the clean and efficient utilization of coal and promote green and low-carbon development.
The central and local governments will concentrate on steady growth, and the measures to boost the industrial economy are expected to be introduced continuously
Near the end of the year, ministries, commissions and local governments concentrated on the steady growth of industries. While promoting the implementation of the policy of benefiting enterprises and reducing burdens, the Ministry of industry and information technology and other departments are also actively planning policies to further stabilize industrial economic growth. Strengthening factor guarantee and increasing relief efforts for small and medium-sized enterprises are still the starting points. Local governments are also accelerating the steady growth of industry, promoting the implementation of investment measures, and strengthening the reserve and construction of industrial projects.
Insurance funds are allowed to invest in public REITs to help revitalize the stock assets of infrastructure
Insurance funds to invest in infrastructure funds (REITs) were officially approved. The reporter of Shanghai Securities News learned yesterday that recently, the notice on matters related to the public offering of infrastructure securities investment funds by insurance funds issued by the China Banking and Insurance Regulatory Commission clearly agreed that insurance funds should invest in infrastructure funds, further enrich the insurance asset allocation structure and help revitalize the stock assets of infrastructure.
At the end of the year, overseas asset management giants focused on “bargains” of a shares
Near the end of the year, many well-known overseas investment institutions began to speed up the pace of research to prepare for next year’s A-share investment. According to statistics, since November, BlackRock, Goldman Sachs, point72, tiger The Pacific Securities Co.Ltd(601099) capital and other institutions have investigated A-share listed companies. In the view of many foreign investors, the current valuation of Chinese stocks is very attractive. Among them, large consumption, new energy, real estate, industry, medical treatment and some bank stocks can provide valuable investment opportunities.
securities times
Punishment should be regarded as its crime and the chief evil should be punished. Milestone in the construction of the rule of law
Recently, the “civil lawsuit of false statement of Kangmei pharmaceutical” and the “case of 12 people manipulating the securities market, such as Ma Xingtian, former chairman and general manager of Kangmei pharmaceutical”, which have attracted much attention, have been pronounced in the first instance of Guangzhou intermediate people’s court and Foshan intermediate people’s court. The listed company, the actual controller, Dong Jiangao and relevant intermediary institutions have received due civil and criminal penalties respectively, He paid a heavy price for his illegal and criminal acts. The judgments of the two cases convey a clear and powerful signal of “zero tolerance”, which is a milestone in the construction of the rule of law in the capital market. The huge deterrent effect of “punishing the chief evils” will accelerate the formation of a clean and prosperous ecology in the capital market.
The US dollar index hit a 16 month high and the strength and toughness of the RMB exceeded expectations
While the US dollar index hit a 16 month high, the RMB exchange rate against the US dollar showed strong resilience. “Decoupling” is becoming a common expression for mechanism analysis. Many analysts pointed out that the decoupling performance of the RMB against the US dollar exchange rate from the US dollar index is mainly supported by factors such as China’s high export boom and domestic US dollar deposits exceeding US $1 trillion. This independent strong market is still expected to continue in the short term, and the RMB exchange rate will continue to fluctuate in a two-way narrow range around 6.4.
Insurance capital allocation ushered in the introduction of REITs specification document for public offering of new instrument investment
On November 17, the China Banking and Insurance Regulatory Commission (CIRC) issued the notice on matters related to the public offering of infrastructure securities investment funds by insurance funds for insurance institutions. The notice specifies the qualification requirements for institutions, investment target conditions, risk management process and other contents. This is also the regulatory document issued for the first time for the investment of insurance funds in publicly raised infrastructure securities investment funds (hereinafter referred to as “publicly raised REITs”).
Photovoltaic track reproduction Ja Solar Technology Co.Ltd(002459) plans to invest 10 billion to build an industrial base
The photovoltaic industry is becoming the main battlefield of 10 billion investment or contract projects of A-share companies this year. On the evening of November 17, Ja Solar Technology Co.Ltd(002459) (002459) announced that the company signed the investment framework agreement with Chaoyang municipal government and Chaoyang County Government of Liaoning Province. The company plans to invest in the construction of “Jing’ao Chaoyang comprehensive new energy industry base” in Chaoyang City, Liaoning Province, with a total investment of about 10 billion yuan.
Securities Daily
“Nascent” and “precision drip irrigation” of Beijing stock exchange help enterprises grow
Beijing Stock Exchange opened on November 15; On November 16, the Beijing stock exchange theme funds of the first eight public fund companies, including Huaxia, GF, huitianfu, e fund, Nanfang, harvest, Dacheng and Wanjia funds, issued their own prospectus and share offering announcement. On November 19, the theme fund of the Beijing stock exchange was issued, and the acceleration of the Beijing stock exchange attracted the attention of all parties. While the Beijing stock exchange has frequently boarded the hot search, people in the industry have said that the arrival of the Beijing stock exchange is equivalent to adding a set of “drip irrigation system”, which can bring a steady stream of financial support to small and medium-sized enterprises.
Hit the new income to warm up the “return” of investors: the number of new share subscriptions on the gem rose by 820000
Recently, the “breaking” of new shares under the registration system has decreased significantly, investors’ enthusiasm has warmed up, and some investors take the initiative to return. From November 8 to November 17, 15 new shares were listed in Shanghai and Shenzhen. Except for new point software, the other 14 new shares rose sharply on the first day of listing. From the first day of listing, the average increase of 14 new shares was 100%, of which Wanxiang technology increased the most on the first day of listing, up to 206%. From this point of view, the valuation of newly listed shares has been gradually recognized by the market recently, and the new income is also considerable.
There were 4.32 million qualified investors in the Beijing stock exchange, and institutional investors accelerated the layout of new energy and other tracks
In the three trading days before the opening of the market, the Beijing stock exchange added 295000 new investors, and the total number of qualified investors in the whole market reached 4.32 million. In terms of market performance, the share prices of 68 translation stocks gradually stabilized and rebounded after a slight consolidation in the first three trading days, with an average daily turnover rate of 3.18%. On November 17, the average increase was 0.51%, of which 39 rose. Under the condition of full selling and changing hands, the profit margin has been released to a certain extent, investor sentiment has warmed up, the attention of professional institutions has increased, and the trading heat has remained.
“Yuan universe” chaos investigation: A-share irrational speculation is not over, and “training” breaks the circle, even earning more than 90000 yuan a day
Since the listing of the online game platform Robles on the New York Stock Exchange in March this year, the popularity of the concept of meta universe has continued around the world. Although the yuan universe did not come as a “future”, the related froth, fraud and other chaos were uninvited.
people’s daily
High quality development of advanced manufacturing industry in Hunan
At present, Hunan Province has 22 national single champion enterprises and products in the manufacturing industry, 232 “little giant” enterprises specializing in special new products, and all kinds of factor resources are accelerating the flow to the manufacturing field.
21st Century Business Herald
Intermediary transfer delivery! “Song of ice and fire” in Shenzhen property market: coexistence of sunlight and coldness
After the end of the myth of fanaticism, the Shenzhen property market gradually returned to rationality. According to the data of Shenzhen housing and Urban Rural Development Bureau, in September, 1765 second-hand houses in Shenzhen were transferred, a year-on-year decrease of 80%; In October, only 1605 units were transferred, a year-on-year decrease of 68%, a 10-year low.
Gree’s acquisition of Dunan and Hisense’s proposed purchase of Siemens transportation business has triggered another wave of “buy buy” among Chinese household appliance enterprises
On the 17th, Gree Electric Appliances Inc.Of Zhuhai(000651) (000651. SZ) announced that it plans to hold 38.78% equity of Zhejiang Dun’An Artificial Environment Co.Ltd(002011) (hereinafter referred to as ” Zhejiang Dun’An Artificial Environment Co.Ltd(002011) “) with a total price of 3 billion yuan through share transfer and non-public offering, and Zhejiang Dun’An Artificial Environment Co.Ltd(002011) will become the holding subsidiary of the company.
China business daily
200 billion deferred tax payment to ease the pressure of cash flow and solve the urgent needs of enterprises
In November, the tax relief policy for small and medium-sized manufacturing enterprises has been implemented, and many manufacturing enterprises enjoy policy dividends. At the end of the year, many enterprises were short of funds, and the tax relief actually reduced the capital pressure of enterprises.
Promoting the realization of double carbon goal by power market reform
After the self-determination policy layer put forward the blueprint of striving to achieve carbon peak by 2030 and carbon neutralization by 2060 (hereinafter referred to as “double carbon goals”), a series of detailed plans and supporting policies have been issued recently, which has attracted much attention.
economic reference daily
The national Standing Committee deliberated and adopted the 14th five year plan to promote the informatization of national government affairs
Premier Li Keqiang chaired an executive meeting of the State Council on the 17th, deliberated and adopted the 14th five year plan to promote national government informatization, accelerate the construction of digital government and improve government service level; It is decided to set up a special refinancing to support the clean and efficient utilization of coal and promote green and low-carbon development.
Yuan universe heat spread more than ten concept stocks selling and reduction plan
The concept of meta universe has continued to be popular recently, and the share prices of many concept stocks in the A-share market have risen sharply. At the same time, more than a dozen yuan universe concept stocks threw out the reduction plan of senior executives and actual controllers. At the regulatory level, the Shanghai and Shenzhen stock exchange continued to focus on the supervision of yuanuniverse concept stocks, and 12 relevant companies received letters during the month. Experts warned that hot topics often have great volatility. Investors should not blindly follow the trend of speculation, especially when the company’s major shareholders or executives continue to reduce their holdings, investors should pay attention to the risks.
