On Thursday, November 4th, the main contents of today’s headlines are:
China Securities Journal
“Nuggets” strategy released by the Beijing stock exchange
“The trading authority of the Beijing stock exchange has been opened, waiting for the gong to open the market!” Mr. Liu, who has 16 years of experience in stock trading, said with great expectation. China Securities Journal reporter noted that with the steady progress of the establishment of the Beijing stock exchange, the heat of the new third board market continues to rise. Since the beginning of September, the third board component index has risen nearly 15%. At present, the opening of the North stock exchange has entered the countdown, and the “Nuggets” North stock exchange has also become a hot topic for investors.
Magic change of heavy position stocks: public offering to seize the new track of economic transformation and upgrading
The third quarterly report of the fund shows that Kweichow Moutai Co.Ltd(600519) has given way to Contemporary Amperex Technology Co.Limited(300750) for eight consecutive quarters. Is the shift from Kweichow Moutai Co.Ltd(600519) to Contemporary Amperex Technology Co.Limited(300750) an accidental result of the high-end Baijiu stock price callback, or is it inevitable for market development? Does this change mean an inflection point connecting the preceding and the following, or the opening of a new stage?
Executive meeting of the State Council: earnestly help market players to relieve difficulties
Premier Li Keqiang presided over the executive meeting of the State Council on November 2, listened to the report on the eighth major supervision of the State Council, and required to focus on the needs of market subjects, people’s concerns and make good use of government funds; The 14th five year plan for promoting agricultural and rural modernization was reviewed and adopted to promote rural revitalization and rapid growth of farmers’ income.
Multi sectoral heavy regulation to promote the balance between supply and demand and “eliminate dryness and reduce fire” of coal price
On November 3, the national development and Reform Commission organized a video conference on the supervision of coal flow of the national long-term association. Zhao Chenxin, member of the Party group and Secretary General of the national development and Reform Commission, stressed the need to strengthen supervision and ensure national energy security with solid and high-level medium and long-term performance. In addition, at the recent meeting held by China coal transportation and Marketing Association, more than 10 major coal enterprises in China took the initiative to reduce the pit mouth price of 5500 kcal thermal coal in the main producing area to less than 1000 yuan per ton.
Shanghai Securities News
The opening of the Beijing stock exchange is about to boost market confidence, and selected new shares rose sharply on the first day
The near opening of the Beijing stock exchange has greatly boosted the confidence of investors on the new third board. Guangmai technology was officially listed on the selected layer on Wednesday, becoming the 69th Jin layer enterprise. The opening stock rose sharply, and the final closing price rose 87.76% compared with the issue price. Recently, selected new shares performed well on the first day and have closed up since September.
Yi Gang said at Hong Kong Financial Technology Week in 2021 that he would fully protect personal information and realize accurate data confirmation
Yi Gang, governor of the people’s Bank of China, said in a video speech at the Hong Kong Financial Technology Week in 2021 yesterday that we should explore and realize more accurate data right confirmation, more convenient data transaction and more reasonable data use on the premise of fully protecting personal information.
The national Standing Committee deliberated and adopted the plan for promoting agricultural and rural modernization in the 14th five year plan
Premier Li Keqiang presided over the executive meeting of the State Council on November 2, listened to the report on the eighth major supervision of the State Council, and required to focus on the needs of market subjects, people’s concerns and make good use of government funds; The 14th five year plan for promoting agricultural and rural modernization was reviewed and adopted to promote rural revitalization and rapid growth of farmers’ income.
Increase investment efforts and actively distribute the selected layer targets of the fund
From the top ten heavy positions of public funds, the choice data showed that as of the end of the third quarter of this year, five heavy positions of public funds held shares of four selected layer companies, with a total number of 10154400 shares. Based on the closing price on September 30, the total stock market value was about 629 million yuan. In addition, in combination with the latest disclosure of the selected layer company, huitianfu innovation growth regularly holds xin’anjie and Fujida for one year, and Fuguo actively grows and regularly holds Airong software for one year, with the number of shares of 10.28 million shares, 1.65 million shares and 1.619 million shares respectively, all of which have entered the list of the top ten shareholders of the company.
securities times
The online training on the interpretation of the system of Beijing stock exchange will start tomorrow, and the opening of the market is imminent
The Securities Times reporter learned that the opening time of the Beijing stock exchange is basically determined as November 15. Before the opening of the market, the Beijing stock exchange will also successively issue relevant business rules related to QFII and rqfii securities trading, applicable requirements of issuance and listing audit standards, continue to do a good job in the construction of market system, and actively carry out preparations for the implementation of rules such as enterprise training, investor education and member acceptance, so as to lay a foundation for the smooth opening and stable operation of the Beijing stock exchange.
Since the reform of the new inquiry system, more than 30% of the new shares broke A-Shares on the first day to play a new ecological gradual rationality
Under the background of registration system, the reform of inquiry mechanism has accelerated the marketization process of IPO pricing. With the central improvement of the issuance price of new shares, earning the price difference between the primary and secondary markets is no longer a risk-free return, the market game is more balanced, the myth of “new shares will earn” has been broken, and the new ecology of A-Shares has quietly changed.
The tightening trend of global monetary policy is clear, and full preparations must be made for the expectation of raising interest rates
The support for loose monetary policy gradually dissipated over time. After the Federal Reserve’s interest rate meeting in November, the tightening trend of global monetary policy was further clarified. Combined with the correction of A-share steel, mining and other pro cyclical sectors since September, the signal of the end of the era of abundant global liquidity became stronger and stronger.
MSCI China a50etf will be listed soon, and the fund issuance market may rebound
On November 3, e fund, huitianfu, Huaxia Fund and China Southern Fund announced that the first batch of four MSCI China A50 interconnection ETF products will be listed on the same day on November 8. The first batch of MSCI China A50 interconnection ETFs was officially approved on October 18 and put on the market, which took only 3 weeks.
Securities Daily
Build a secure border for information security and make the voice of China in digital economy and trade
On November 1, Chinese Minister of Commerce Wang Wentao sent a letter to New Zealand Minister of trade and export growth O’Connor, formally applying to New Zealand, the depositary of the digital economy partnership agreement (depa), on behalf of China Depa is the earliest separate agreement in the field of digital trade, which aims to strengthen cooperation among countries in the field of Digital Trade and explore new areas of digital trade, such as digital identity, electronic payment and artificial intelligence.
The setting of “30cm” rise and fall range of Beijing stock exchange is conducive to continuously improving the price discovery efficiency of a shares
Since the implementation of the registration system reform of the science and innovation board and the gem, the “20cm limit” shareholding has become one of the most direct ways for investors to show their “achievements” in investment. Now, the “30cm limit” is about to “attack” — except for the first day of listing and delisting consolidation of stocks publicly issued to unspecified qualified investors, the limit ratio of rise and fall of stock trading on the Beijing stock exchange is 30%. Therefore, the price discovery efficiency of A-share market is expected to be further improved.
Fund portfolio business bid farewell to “savage growth” and the scarce value of investment adviser “license” is highlighted
Insiders learned that Shanghai Securities Regulatory Bureau officially issued the notice on regulating fund investment suggestion activities to fund companies and fund sales institutions in its jurisdiction on November 3. Industry insiders believe that the issuance of the notice marks that the previously “savage growth” fund portfolio business will usher in standardized and detailed supervision, which will play an important role in guiding long-term rational investment, standardizing fund portfolio sales and cultivating the benign development ecology of the public fund industry.
Rare earth prices stand at an all-time high, and upstream and downstream companies in the industrial chain actively respond
Recently, rare earth prices have stood at an all-time high, attracting market attention. Since October, the price of rare earth has shown an upward trend as a whole. The price of praseodymium and neodymium oxide has increased from 598000 yuan / ton in early October to 735000 yuan / ton on October 28, an increase of 22.91%. Some analysts said that rare earth prices may continue to remain high in the future.
people’s daily
Deepen the reform of tax collection and management and serve the modernization of national governance
The Party Central Committee with Comrade Xi Jinping as the core calls for giving play to the basic, pillar and guarantee role of Taxation in national governance. In March this year, the central office and the State Council Office issued the opinions on further deepening the reform of tax collection and management (hereinafter referred to as the opinions), which will promote the third reform of tax collection and management after the “cooperation” of national tax and local tax in 2015 and the “merger” of national tax and local tax in 2018.
21st Century Business Herald
Hillhouse capital’s position reduction in the third quarter: uncertainty has increased into a new normal, and the safety margin and growth need to be repositioned
In the third quarter, the position change of Hillhouse capital, Asia’s top private placement institution, in the secondary market triggered market speculation. According to statistics, Hillhouse’s secondary market investment team reduced its holdings of Contemporary Amperex Technology Co.Limited(300750) , Bestore Co.Ltd(603719) and Gongniu Group Co.Ltd(603195) in the third quarter, and disappeared from the top ten circulating shareholders of Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Hangzhou Tigermed Consulting Co.Ltd(300347) , Aier Eye Hospital Group Co.Ltd(300015) and Shanghai Kinetic Medical Co.Ltd(300326) .
Reshuffle of express industry: differentiation of leading performance and change of competition pattern
Recently, it is inevitable that Chinese express practitioners will sigh that the industry is really changing rapidly. At the end of October, when the industry reviewed the operation and development of the industry in the third quarter on the one hand and prepared for the upcoming peak express season on the other hand, the news that Jitu bought the express business of Baishi China in one fell swoop “blew up”.
China business daily
Quantify the proportion of private equity transactions and whether they help rise and fall? That’s what the head mechanism says
Although all parties have been speculating about the proportion of quantitative transactions in the whole market, all parties in the market have not given a definite answer. The quantitative analysis of the magic square of China’s head quantification agency has recently issued a official account of the official public, pointing out that quantitative transactions account for about 10%~20% of the total market volume.
Five batches of drugs were collected by the state to save 250 billion, and more innovative drugs were “running” into medical insurance
The medical insurance drug reform focusing on drug catalog adjustment and volume procurement has not only reduced the drug burden of patients by hundreds of billions of yuan, but also promoted more innovative drugs to enter the clinic at low prices. Therefore, patients can obtain good life-saving and emergency drugs faster and at lower prices.
economic reference daily
Yi Gang: improving the legal system of personal information protection in the financial field
Yi Gang, governor of the people’s Bank of China, said in a video speech at the 2021 Hong Kong financial technology week on November 3 that the rapid development of financial technology has triggered the problem of personal information protection. The people’s Bank of China has always attached great importance to the protection of personal information in the financial field. Since 2005, relevant systems for personal information protection have been introduced in the fields of anti money laundering, consumer rights and interests protection and credit investigation. In the future, it will further improve the legal system of personal information protection in the financial field and strengthen the supervision of personal information protection.
Large consumer sector returns to its vision and institutions actively adjust warehouse layout
Institutional sources pointed out that from the perspective of long-term value, the profitability growth ability and product competitiveness of some consumer giant enterprises will be much higher than ordinary enterprises. The short-term pain of the industry will not affect the sustainable and good development trend in the medium and long term. At present, after a long period of sluggish performance, the consumer sector may usher in a window period of marginal improvement.
