daily collection
Securities Times: on December 13, Yi Huiman, Secretary of the Party committee and chairman of the CSRC, presided over a party committee (expanded) meeting to convey and study the spirit of the central economic work conference and study and deploy the systematic implementation work of the CSRC. The meeting stressed that we should scientifically and reasonably maintain the normalization of IPO and refinancing, actively play the role of the main channel of M & A and reorganization in the capital market, expand the pilot of public offering REITs in the field of infrastructure, support qualified enterprises to issue bonds and finance, and promote the optimal allocation of various factor resources. Adhere to the “hard technology” orientation of the science and innovation board, build a good gem, run the Beijing stock exchange well, pay close attention to the capital market, support the smooth operation of the real economy, and guide funds to increase support for key areas such as science and innovation, manufacturing and small and medium-sized enterprises. We will give better play to the positive role of the commodity futures market and help maintain supply and stabilize prices and promote green and low-carbon transformation and development.
Beijing Business Daily: the news that Maotai will completely cancel the unpacking order has aroused heated discussion. In response, Kweichow Moutai Co.Ltd(600519) the person in charge of the enterprise responded that the news of the total cancellation of the unpacking order was true. It is worth mentioning that the price fluctuation of Feitian Maotai terminal market decreased in synchronization with the complete cancellation of the unpacking order. It is understood that the terminal market price of 53 degree flying Maotai (500ml) in 2021 is 2690 yuan / bottle, which is far from the price of 3170 yuan / bottle on August 19 this year.
Shanghai Securities News: on December 13, the manager of Ziguang group announced on the website of Shanghai stock exchange that it had officially signed the restructuring investment agreement with strategic investors, formulated the draft restructuring plan and submitted it to the first intermediate people’s Court of Beijing. According to sources close to the reporter, as a strategic investor in this reorganization, the investment plan submitted by Zhilu Construction & Broadcasting consortium has the highest asset valuation and the largest cash contribution, up to 60 billion yuan, which will be used to pay off all creditors.
financial Associated Press: the latest data released by the people’s Bank of China show that the real estate loans of financial institutions continue to grow. At the end of November 2021, the balance of individual housing loans was 38.1 trillion yuan, an increase of 401.3 billion yuan in the current month, an increase of 53.2 billion yuan over October. In addition, the reporter learned from the regulatory authorities and several banks that at the end of November, the real estate loans of banking financial institutions increased by more than 200 billion yuan year-on-year, of which the balance of personal housing loans increased by more than 110 billion yuan year-on-year, and the development loans increased by more than 90 billion yuan year-on-year. Financial institutions continued to improve their real estate financing behavior.
website of the national development and Reform Commission: on December 11, the national development and reform work conference was held in Beijing. The meeting stressed that we should strengthen refined energy use management, ensure people’s livelihood and public energy demand, promote the orderly implementation of transformation and upgrading of enterprises in key industries with energy efficiency lower than the benchmark level, and promote the whole society to strengthen energy conservation. Build first, then break, and orderly promote the adjustment and optimization of energy structure, actively promote the construction of large-scale wind power and photovoltaic bases focusing on deserts, Gobi and desert areas, and continue to play the role of traditional energy, especially coal and coal power, in peak shaving and bottom-up supply guarantee.
macroeconomic
Xinhuanetco.Ltd(603888) : the central economic work conference proposed to set up “traffic lights” for capital when it is necessary to correctly understand and grasp the characteristics and behavior laws of capital. This image metaphor releases a clear policy signal, promotes the advantages and eliminates the disadvantages of capital, and pays equal attention to promoting development and standardizing according to law. The setting of “traffic lights” is intended to guide capital to actively make progress under the institutional framework of laws and regulations. To curb the disorderly expansion of capital is not to stop capital, but to ensure the orderly development of capital. Whether state-owned or private, domestic or foreign, are an important part of China’s socialist market economy. While promoting China’s economic development, they should ultimately serve the people’s good life and improve the people’s well-being.
Securities Times: according to the data of China Academy of information technology, the shipment of mobile phones in China in November was 35.3 million, a year-on-year increase of 19.2%. From January to November, the total shipments of mobile phones in the Chinese market totaled 317 million.
Xinhuanetco.Ltd(603888) : Li Keqiang said that the sixth “1 + 6” round table dialogue held not long ago was frank and fruitful. We have just held a central economic work conference. As the world’s largest developing country, China’s economic work next year will adhere to the principle of stability and seek progress while maintaining stability. In the face of new downward pressure, we will put steady growth in a more prominent position, coordinate steady growth, adjust structure and promote reform. We should not only strengthen our confidence, but also face up to difficulties and take effective measures to deal with them. Macro policies should be stable and effective, active fiscal policies should improve efficiency, and pay more attention to accuracy and sustainability. Prudent monetary policy should be flexible and appropriate, and maintain reasonable and abundant liquidity.
Shanghai Securities News: China Insurance Industry Association organized industry forces to develop and complete the exclusive terms of commercial insurance for new energy vehicles of China Insurance Industry Association (Trial) on the basis of in-depth research. According to the new energy vehicle demonstration clause (Trial), the main insurance of new energy vehicles includes three independent types: new energy vehicle loss insurance, new energy vehicle third-party liability insurance and new energy vehicle on-board personnel liability insurance. The applicant may choose to insure all types of insurance or some of them. The new energy vehicle demonstration clause (for Trial Implementation) also makes it clear that the driving, parking, charging and operation of new energy vehicles are within the protection scope of the three main insurances of new energy vehicles.
industry dynamics
Securities Times: according to the statistical analysis of China Automobile Industry Association, automobile production and sales continued to decline year-on-year in November 2021. Although there is great downward pressure, there are still many bright spots in the industry. First, the market demand for new energy vehicles is still strong, and the production and sales continue to reach a new high. The cumulative output has exceeded 3 million, and the sales volume is close to 3 million. The cumulative sales penetration rate from January to November has increased to 12.7%. At present, consumers are more and more receptive to new energy vehicles, and the new energy vehicle market has shifted from policy driven to market driven; Second, in November, automobile exports also continued to maintain high-speed growth year-on-year; Third, the share of Chinese brand passenger cars has maintained growth for 8 consecutive months year-on-year.
21 finance and Economics: on December 12, Baotou Municipal People’s government held a press conference in Hohhot. Wu suhai, deputy director of science and Technology Department of Inner Mongolia Autonomous Region, said that by 2025, the output value of rare earth industry in Inner Mongolia Autonomous Region will strive to reach 100 billion yuan, and Baotou city will vigorously develop new energy vehicles and rare earth magnetic carriers for wind power, Vigorously develop the permanent magnet motor industry. Wu suhai said that in terms of rare earth trading, Inner Mongolia Autonomous Region will build the world’s largest rare earth trading center, promote the upgrading of the “rare earth exchange (Baotou rare earth products exchange)” to a national exchange, and build a rare earth industry pricing center, information center and service center.
interface news: Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) released data show that today, the quotation of some lithium battery materials rose again, and electrolytic cobalt rose by 6000 yuan / ton; Cobalt carbonate rose by 5000 yuan / ton; Cobalt powder increased by 15000 yuan / ton; Cobalt chloride increased by 2500 yuan / ton; Lithium carbonate increased by 3000-4000 yuan / ton; In terms of cathode materials, lithium iron phosphate increased by 4500 yuan / ton.
financial Associated Press: since the transaction of the national carbon market was launched on July 16, the market has generally operated smoothly and the price fluctuates within a certain range. As the performance period approaches, market activity continues to rise. As of December 13, the cumulative trading volume of carbon emission quota in the national carbon market was 84.9482 million tons, with a single day turnover of more than 100 million yuan for 12 consecutive trading days, and the cumulative turnover exceeded 3 billion yuan, reaching 3.514 billion yuan.
stock market focus
first finance and Economics: Qinghai Salt Lake Industry Co.Ltd(000792) announced in the evening that the company and Gotion High-Tech Co.Ltd(002074) signed the strategic cooperation framework agreement on the same day. The two sides intend to conduct in-depth cooperation in the fields of new energy, lithium battery, scientific and technological research and development, lithium magnesium materials and talent training, so as to promote the competitiveness and rapid business development of the two sides in the field of new energy industry.
Economic Information Daily: the central economic work conference was successfully held a few days ago. The conference released the signal of “taking the lead in stability and seeking progress in stability”. On December 13, the three major indexes collectively closed up, and the Shanghai Composite Index stood at 3700 points. Northbound funds bought net for 8 consecutive trading days, with a net purchase of RMB 5.366 billion on that day. According to the institutional view, the holding of several heavy conferences in recent times has further strengthened the expectation of steady growth, which is expected to become the driving force for A-Shares to interpret the “cross year market”. The repair of China’s consumer demand has accelerated, the development of traditional industries is expected to stabilize, the valuation and sentiment will be further repaired, and the dual carbon main line will be more clear with the upgrading of science and technology and manufacturing industry.
China Securities News: recently, at the 2022 investment strategy report meeting of Dunhe asset management, Xu Xiaoqing, chief economist of Dunhe asset management, said that the policy environment next year will be conducive to commodities and stocks, and the stock market will be more optimistic next year. The stock market will usher in universal opportunities. It is suggested to be more balanced in allocation.
CSRC website: recently, the CSRC approved the initial application of the following enterprises according to legal procedures: China Mobile Co., Ltd. The above-mentioned enterprises and their Underwriters will negotiate with the exchange to determine the issuance schedule and publish the offering documents.
Securities Times website: Ping An Securities pointed out that the era of wealth management has come, and the rapid increase in the demand for equity assets has brought historic development opportunities to securities companies, providing a soil for giving full play to the comparative advantages of products and services. It is suggested to pay attention to three types of Companies: 1) head securities companies have stronger comprehensive business capabilities and high net worth customer reserves; 2) Internet securities companies have a good foundation of online traffic and have obvious advantages in the third-party consignment card of standardized products; 3) Wealth management characteristic securities companies: companies with strong investment ability and stronger product ability.
Subscription of new shares: Kaiwang Technology
new debt subscription: none
IPO: Jiahe Meikang
new bond listing: none
company news
Qinghai Salt Lake Industry Co.Ltd(000792) : signed a strategic cooperation framework agreement with Gotion High-Tech Co.Ltd(002074)
Zhejiang Runtu Co.Ltd(002440) : affected by the epidemic, Shangyu subsidiary temporarily stopped production from December 9
Beijing Relpow Technology Co.Ltd(300593) : the chairman of the company received the closing notice from the CSRC
Guobang Pharma Ltd(605507) : subsidiaries Zhejiang Guobang and Zhejiang Dongying ordered and temporarily stopped production due to the impact of the epidemic
Zhejiang Mustang Battery Co.Ltd(605378) : the company temporarily stopped production in an orderly manner affected by the epidemic
Haili wind power: it is proposed to invest 1 billion yuan in the manufacturing project of offshore wind power industry
Shanghai Shimao Co.Ltd(600823) : intends to transfer assets to the related party Shimao service holdings
Yibin Tianyuan Group Co.Ltd(002386) : it is proposed to establish a new company to invest in the construction of 100000 t / a lithium iron phosphate cathode material project, with a total investment of 2.389 billion yuan
Oke Precision Cutting Tools Co.Ltd(688308) : shareholders Gem Co.Ltd(002340) , Yueqing Dehui and Nanhai growth plan to reduce their total holdings of no more than 13.5% of the company’s shares
Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) : the person acting in concert of the actual controller intends to reduce the holding of no more than 2.06% shares
Bluesword Intelligent Technology Co.Ltd(688557) : shareholder Jinan venture capital plans to reduce its shares by no more than 4.9952%
Cngr Advanced Material Co.Ltd(300919) : sign the investment agreement of Finnish precursor project
Lb Group Co.Ltd(002601) : increase the sales price of titanium dioxide from next year
data list
Shanghai and Shenzhen Stock Markets: the three major indexes opened higher today, the Shanghai index and Shenzhen Composite Index fluctuated upward in the morning, and the gem index was relatively weak. In the afternoon, the Shanghai index and Shenzhen Composite Index rose and fell, the increase narrowed, and the gem index rose slightly. The concept of meta universe continued to strengthen, and individual stocks in the plate lifted the limit tide. As of the close, the Shanghai index rose 0.4%, the Shenzhen Composite Index rose 0.67% and the gem index rose 0.87%. On the disk, chemical fiber, electric power, Internet and other sectors led the increase; Tourism, hotel catering, banking, real estate and other sectors led the decline. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the 37th consecutive trading day.
Hong Kong stocks: Hong Kong Hang Seng Index rose and fell to close down 0.17%, and Hang Seng technology index fell 0.22%. Internet medical, photovoltaic and power stocks led the gains, while interior housing stocks fell, Ping an good doctor rose by more than 7%, Flat Glass Group Co.Ltd(601865) glass rose by nearly 5%, and rongchuang China fell by more than 7%. China Aluminum International Engineering Corporation Limited(601068) closed up 18% and closed up 67% last Friday.
Shanghai Shenzhen Hong Kong stock connect: on December 13, northbound funds bought a total of 5.366 billion yuan, including 3.96 billion yuan for Shanghai Stock connect and 1.406 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, the top three in net purchases were East Money Information Co.Ltd(300059) , Ping An Insurance (Group) Company Of China Ltd(601318) , Sany Heavy Industry Co.Ltd(600031) , with net purchases of 1.765 billion yuan, 703 million yuan and 544 million yuan respectively. The top three net sales are Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) , Ping An Bank Co.Ltd(000001) , with net sales of 464 million yuan, 344 million yuan and 342 million yuan respectively.
dragon tiger list: on December 13, among the stocks on the list, the largest net capital inflow was Hengxin Shambala Culture Co.Ltd(300081) , which was 255 million yuan. According to the data, the daily limit of the stock was 20%, the turnover rate throughout the day was 31.89%, and the turnover was 2.023 billion yuan. The net inflow of funds into Huaxin Shanghai Branch, which ranks first, net purchases of 56.1298 million yuan. A total of 18 stocks were involved in the institutional participation in the dragon and tiger list, of which 11 were net bought by the institution, Sinotruk Jinan Truck Co.Ltd(000951) was the most bought, with a total of 45.9227 million yuan. In addition, 7 shares were sold by institutions, and Shanghai Putailai New Energy Technology Co.Ltd(603659) was sold the most, amounting to 213 million yuan.
margin trading : as of December 10, the balance of two financial transactions in Shanghai and Shenzhen was 1842.345 billion yuan, an increase of 16 million yuan over the previous trading day. Among them, the financing balance was 1723.98 billion yuan, an increase of 1.44 billion yuan over the previous trading day; The balance of securities lending was 118.365 billion yuan, a decrease of 1.424 billion yuan compared with the previous trading day.
Shibor : Shibor reported 2.1080% overnight, up 30.1 basis points; Seven days Shibor reported 2.1970%, up 1.3 basis points; Three month Shibor reported 2.4930%, up 0.1 basis points.
foreign exchange
On December 13, the central parity of RMB was reported at 6.3669, up 33 points, and the central parity of the previous trading day was reported at 6.3702. The onshore RMB was at 6.3631 against the US dollar, up 73 basis points from the previous trading day.
property market observation
financial Associated Press: the reporter learned from many channels that some banks in Shenzhen began to reduce the mortgage interest rate last week. At present, the lowest loan interest rate for the first house can be 4.95%, and the lowest loan interest rate for the second house can be 5.25%. Previously, the mainstream mortgage interest rates of the first and second houses in Shenzhen market were 5.1% and 5.6%. The reporter learned that at present, the prices of small and medium-sized banks have fallen greatly, and the prices of traditional large banks such as China Construction Bank have not been loosened for the time being.
interface news: with the relaxation of the credit side, the landing of standard reduction, and the new tone of the real estate market as a “virtuous circle”, many cities have ushered in the link of “encouraging house purchase”. According to the statistics of interface news, up to now, more than 10 cities have issued different degrees of encouraging house purchase policies, such as Chongqing Wanzhou and Bishan, Henan Kaifeng and Xinxiang, Nanning, Baoding, Hengyang, Nantong Hai’an, Jilin Tonghua and Hohhot. It mainly introduces preferential policies for house purchase from the aspects of talent subsidies, loan lines, deed taxes, house purchase subsidies, etc.
international information
interface news: Volkswagen announced on December 13 that it plans to build six Super factories in Europe to meet the group’s growing demand for battery packs. At present, the plant in salzgit, Germany will be put into operation in 2025, and Volkswagen will invest about 2 billion euros for the mass production of its own battery packs from 2025. The statement also said Volkswagen plans to build more super factories in Spain and Eastern Europe.
financial Associated Press: Vice Premier Hu Chunhua and French Minister of economy, finance and revitalization Bruno Lemel co chaired the Eighth China France high-level economic and financial dialogue in the form of video conference on December 13, 2021. Senior officials of the two countries attended the meeting. The two sides are willing to further cooperate on the participation of French institutional investors in the Chinese market. Both sides fully support qualified French financial institutions to set up wholly-owned securities companies in China. China welcomes the establishment of a joint venture financial company between the French asset management institution under the Bank of France and the subsidiaries of Chinese banks, and submits an application in accordance with Chinese laws and regulations.
futures market
China Futures: China commodity futures closed, with most varieties rising, led by black, energy and chemical industry. Zheng coal rose more than 6%, iron ore rose more than 5%, Zheng alcohol and asphalt rose more than 3%, fuel oil and thread rose more than 2%, Shanghai lead and pigs rose more than 1%, and bean I and soybean meal rose slightly; Pulp fell more than 3%, Zheng you and beans fell more than 1%, and eggs and red dates fell slightly.
International Futures: the gold futures price of February 2022, the most active trading in the gold futures market of the New York Mercantile Exchange, rose by US $3.5 on the 13th compared with the previous trading day to close at US $1788.3 per ounce, or 0.20%. Oil prices in New York fell on the 13th. The price of New York light crude oil futures for delivery in January 2022 fell 38 cents to close at US $71.29 a barrel.
overseas index
U.S. stock market: U.S. stocks closed, and the three major stock indexes closed down. The Dow fell 0.89%, the NASDAQ fell 1.39% and the S & P 500 index fell 0.91%. Oil and gas, tourism, automobile and semiconductor sectors fell sharply.
European stock market: London stock market financial times 100 stock average price index 13 closed at 7231.44, down 60.34 points or 0.83% from the previous trading day. France Paris Stock Market CAC40 index closed at 6942.91, down 48.77 points or 0.70% from the previous trading day; Germany’s Frankfurt DAX index closed at 15621.72, down 1.59 points or 0.01% from the previous trading day.
Asia Pacific Stock Market: the Nikkei 225 index closed up 215.73 points, or 0.76%, at 28653.50 on Monday, December 13. South Korea’s Kospi index closed down 8.57 points, or 0.28%, at 3001.66.
