daily collection
central bank: in order to strengthen the management of foreign exchange liquidity of financial institutions, the people's Bank of China has decided to increase the foreign exchange deposit reserve ratio of financial institutions by 2 percentage points from December 15, 2021, that is, the foreign exchange deposit reserve ratio will be increased from the current 7% to 9%.
21 finance and Economics: Zhang Zheng, director of the Research Institute of Shenzhen Third People's Hospital, told the 21st Century Business Herald reporter today that the latest research results show that the combination therapy has good activity against Omicron in the pseudovirus experiment, but whether the live virus experiment can still maintain good activity needs further research. "At present, we are stepping up the live virus experiment."
China Central Television finance and Economics: the price of the Wuliangye Yibin Co.Ltd(000858) "puwu" crystal bottle, which has not increased for three years, suddenly came out that the price would increase. At present, there is no official announcement or document officially issued by Wuliangye Yibin Co.Ltd(000858) in public channels. The reporter visited several Wuliangye Yibin Co.Ltd(000858) stores, and some store managers said they had not received the price adjustment notice. The reporter contacted the general manager of Wuliangye Yibin Co.Ltd(000858) Beijing marketing area and repeatedly dialed the official telephone of Wuliangye Yibin Co.Ltd(000858) Co., Ltd., but did not give a clear response to the price increase. Cigarette and liquor vendor Baijiu chain stores in Beijing have been interviewed by the reporters. The staff said they had heard the news of the price increase, but they were not sure when the price would rise and how much they would go up.
China Securities News: Shen Bing, director of the International Department of the CSRC, said at the joint seminar on the positioning and Prospect of the Hong Kong International Financial Center on December 9 that the CSRC is open to overseas listing of enterprises, fully respects the legal compliance of domestic enterprises and independently selects the place of listing. In recent years, many qualified mainland enterprises have issued and listed on the Hong Kong capital market for direct financing, which is an important embodiment of the institutional system and market ecology of the internationalization of the Hong Kong market. By the end of October 2021, there were 1210 mainland enterprises listed in Hong Kong, accounting for nearly 50% of the total number of Listed Companies in Hong Kong (47.45%). This provides important support for mainland enterprises to allocate resources globally and achieve high-quality development.
macroeconomic
Central bank: in November, RMB loans increased by 1.27 trillion yuan, a year-on-year decrease of 160.5 billion yuan. At the end of November, the balance of broad money (M2) was 235.6 trillion yuan, a year-on-year increase of 8.5%, 0.2 and 2.2 percentage points lower than that at the end of last month and the same period of last year respectively; The balance of narrow money (M1) was 63.75 trillion yuan, a year-on-year increase of 3%, 0.2 percentage points higher than that at the end of last month and 7 percentage points lower than that in the same period of last year; The balance of money in circulation (M0) was 8.74 trillion yuan, a year-on-year increase of 7.2%. The net cash invested in the month was 134.8 billion yuan.
interface news: recently, the China Banking and Insurance Regulatory Commission held a working meeting of the solvency regulatory commission, analyzed the solvency and risk of the insurance industry in the third quarter of 2021, and reported the comprehensive risk rating results of insurance companies. At the end of the third quarter of 2021, the average comprehensive solvency adequacy ratio of 179 insurance companies included in the meeting was 240%, and the average core solvency adequacy ratio was 227.3%. The meeting pointed out that the CIRC conscientiously implemented the decisions and arrangements of the CPC Central Committee and the State Council, calmly and effectively responded to various risks and challenges, effectively prevented and resolved financial risks, the insurance industry generally operated smoothly, the solvency adequacy ratio continued to operate at a high level within a reasonable range, and the risks were generally controllable.
National Bureau of Statistics: in November 2021, the national consumer price increased by 2.3% year-on-year. Among them, urban rose by 2.4% and rural rose by 2.2%; Food prices rose by 1.6%, and non food prices rose by 2.5%; Consumer goods prices rose 2.9% and service prices rose 1.5%. In November 2021, the ex factory prices of industrial producers in China increased by 12.9% year-on-year, unchanged month on month; The purchase price of industrial producers increased by 17.4% year-on-year and 1.0% month on month.
Ministry of industry and information technology: the Ministry of industry and information technology reported today that on November 3, it inspected violations such as app exceeding the scope and requesting permission at high frequency, collecting users' personal information necessary for non service scenarios, cheating and misleading users to download, and publicly notified the app that failed to complete the rectification as required. Up to now, there are still 5 apps that have not been rectified according to the requirements of the Ministry of industry and information technology; All communication administrations have actively carried out app technology testing, and up to now, 101 apps have not been rectified. According to the personal information protection law, network security law and other relevant legal requirements, the Ministry of industry and information technology immediately organized the removal of the above 106 apps.
industry dynamics
interface news: the signing and tax payment business of digital RMB in Hainan Province was launched, and several enterprise representatives experienced the signing and tax payment business of digital RMB on the spot. The business has been piloted in 7 cities and counties such as Haikou, Danzhou and Qionghai. As of the morning of December 9, Hainan Province has successfully signed 27 tripartite agreements on digital RMB wallet and made 9 payments.
Securities Times: according to the news of Shenzhen Municipal Bureau of industry and information technology, in order to accurately grasp the development of software industry in Shenzhen, find out the development trend, existing problems and policy demands of software industry, and study and formulate policies and measures for high-quality development of software industry, Shenzhen Municipal Bureau of industry and information technology decided to carry out research on the development of software industry and policy suggestions in the whole city. According to the list of key research enterprises, Shenzhen Kingdom Sci-Tech.Ltd(600446) , Ping An technology, meituan technology, Shunfeng technology and other enterprises are listed.
interface news: as of December 8, the total box office and screen number of China Film Co.Ltd(600977) in 2021 have ranked first in the world, the number of screens in China has reached 81317, and the scale of giant screens ranks first in the world. In the past five years, China Film Co.Ltd(600977) has produced more than 4000 films and more than 8 billion film viewers.
cover news: on December 9, Liang Jianzhang, co-founder and chairman of the board of directors of Ctrip group, mentioned the relationship between tourism and the fire concept meta universe in the video connection of Ctrip global partners summit. In Liang Jianzhang's view, there are certain temptations and risks in the meta universe world: the meta universe has created all kinds of fun at low cost, or will make people indulge in it and lose the desire to explore the real world. In more extreme cases, it may even cause technological stagnation, population risk and other situations.
stock market focus
financial Associated Press: BOE's supply of Apple's iPhone OLED panel in 2022 is about three times that in 2021, accounting for about 20% in the overall iPhone OLED panel supply chain, closely following the position of Korean factory. The source also said that BOE expects to supply apple with 40-50 million OLED panels in 2022.
Securities Times: Guotai Junan Securities Co.Ltd(601211) believes that with the strengthening of policy correction, the convergence of commodity supply and demand gap and the deviation of cyclical stocks and futures prices, the general rise of the current cycle sector will come to an end, while the consumer sector will enter the best layout window. It can be observed that the profit growth expectation of the consumer sector is gradually bottoming out, while the divergence of profit expectation is gradually rising, which means that the improvement of consumption expectation is still in the early stage, and the expected improvement is just beginning to reflect to the stock price, and consumption is in the best layout window.
first finance and Economics: Haitong Securities Company Limited(600837) pointed out that in terms of operation strategy, with the positive policy signal released by the central bank and the loose market liquidity, the market is expected to get out of the "spring agitation" at the end of the year and the beginning of the year. It is suggested to pay attention to two main line opportunities: one is the value main line relative to the bottom, including valuation repair opportunities brought by sectors such as consumption, finance and real estate chain; Second, focus on the investment opportunities in the consumer electronics sector represented by mini led under the main growth line.
financial Associated Press: the net purchase amount of northbound funds on the 9th was second only to the historical record of 21.723 billion yuan on May 25 this year. Taking this data into account, since 2015, there have been four net inflows of northbound funds with an amount of more than 20 billion yuan. It is worth noting that on the day of large net purchases of funds from the north in history, the market performed relatively well.
Subscription of new shares: Nanwang technology, Hendi pharmaceutical, Yayi Technology
subscription of new bonds: l 21 convertible bonds
IPO: Dongxin shares, Dizhe medicine and Tongling shares
listing of new bonds: Su rent convertible bonds, Wantian convertible bonds
company news
Fangda Carbon New Material Co.Ltd(600516) : it is proposed to use its own funds of no more than 500 million yuan for securities investment
St northern text: Zheng Shuang sued the company for a dispute over the remuneration of a TV actor
Cngr Advanced Material Co.Ltd(300919) : it is proposed to invest 10 billion yuan in the integrated construction project of lithium iron phosphate Industrial Park
Xinxiang Chemical Fibre Co.Ltd(000949) : the first phase of high-quality ultra-fine denier spandex fiber project with an annual output of 100000 tons will be started
Hunan Kaimeite Gases Co.Ltd(002549) : subsidiary Huizhou KEMET completed routine shutdown maintenance and resumed production
Guangdong Huate Gas Co.Ltd(688268) : it is proposed to invest 658 million yuan to build Guangdong Huate Gas Co.Ltd(688268) southwest headquarters project
Zhejiang Crystal-Optech Co.Ltd(002273) : it is proposed to establish a wholly-owned subsidiary to build advanced manufacturing capacity in the field of optical cold processing
Henan Liliang Diamond Co.Ltd(301071) : the net profit in 2021 increased by 217.14% - 234.95% year-on-year
Beijing Dabeinong Technology Group Co.Ltd(002385) : pig sales revenue in November increased by 36.01% month on month
Tangel Culture Co.Ltd(300148) : the chairman of the company plans to reduce his shares by no more than 5%
Gold Cup Electric Apparatus Co.Ltd(002533) : Hunan asset management plans to continue to reduce the company's shares by no more than 2%
Wanxiang Qianchao Co.Ltd(000559) : deputy general manager Tang Jiangping increased his shareholding in the company on December 8
Weihai Guangwei Composites Co.Ltd(300699) : a wholly-owned subsidiary signed an order contract of RMB 1.106 billion
Kweichow Moutai Co.Ltd(600519) : invested 7.833 billion yuan to implement the first phase of packaging logistics park project
data list
Shanghai and Shenzhen Stock Markets: on December 9, the two markets continued to rise, the Shanghai index rose unilaterally, pulled up briefly in the afternoon, and then fell down. As of the close, the Shanghai index rose 0.98%, the Shenzhen Composite Index rose 1.23% and the gem index rose 1.01%. In terms of sectors, the home sector rose sharply throughout the day, and several stocks such as Markor International Home Furnishings Co.Ltd(600337) , Huida Sanitary Ware Co.Ltd(603385) rose by the limit; Baijiu, brokerage, insurance, medicine, banking, medical beauty, industrial aircraft and other gainers, chemical fiber, coloured, UHV and a few plates fell slightly. Both Kweichow Moutai Co.Ltd(600519) and Kweichow Moutai Co.Ltd(600519) transactions exceeded 10 billion yuan. The net inflow of funds from the north is 26 billion yuan. More than 70 stocks in the two cities rose by 10% or more.
Hong Kong stocks: Hong Kong Hang Seng Index closed up slightly by 1.08%, and Hang Seng technology index rose 2.23%. Education, electric power, consumer electronics and medical beauty concept stocks performed strongly, with thinking music education up more than 31%, Huadian Power International Corporation Limited(600027) up more than 11%, Ali health up more than 6%, and Byd Company Limited(002594) electronics up more than 4%.
Shanghai Shenzhen Gangtong: on December 9, the total net inflow of northbound funds was 21.656 billion yuan, with net purchases for 7 consecutive days. Among them, the net purchase of Shanghai Stock connect was 11.591 billion yuan and that of Shenzhen Stock connect was 10.065 billion yuan. Among the top ten traded stocks, the top three in net purchases were Wuliangye Yibin Co.Ltd(000858) , Yonyou Network Technology Co.Ltd(600588) , Kweichow Moutai Co.Ltd(600519) , with net purchases of 1.18 billion yuan, 1.027 billion yuan and 964 million yuan respectively.
dragon tiger list: on December 9, among the stocks on the list, the largest net capital inflow was Xiamen Changelight Co.Ltd(300102) , which was 133 million yuan. Data show that the stock rose 15.21% during the day, once hit the daily limit, and the turnover rate throughout the day was 31.42%. The top China International Capital Corporation Limited(601995) Shanghai Branch net purchased 57.7426 million yuan. There were 20 stocks involved in the institutional participation in the dragon and tiger list, of which 14 were net bought by the institution, Avary Holding (Shenzhen) Co.Limited(002938) was the most bought, with a total of 109 million yuan. In addition, 6 shares were sold by institutions, and Beijing Sifang Automation Co.Ltd(601126) was sold the most, amounting to 65.5543 million yuan.
margin trading : as of December 8, the balance of two financial transactions in Shanghai and Shenzhen was 1841.596 billion yuan, an increase of 4.24 billion yuan over the previous trading day. Among them, the financing balance was 172.234 billion yuan, an increase of 2.631 billion yuan over the previous trading day; The balance of securities lending was 119.362 billion yuan, an increase of 1.609 billion yuan over the previous trading day.
Shibor : Shibor reported 2.1540% overnight, up 0.3 basis points; Shibor reported 2.2200% in 7 days, up 1.8 basis points; Three month Shibor reported 2.4900%, up 0.1 basis points.
foreign exchange
On December 9, the central parity rate of RMB was reported at 6.3498, up 179 points, and the central parity rate of the previous trading day was reported at 6.3677. The onshore RMB closed at 6.3457 against the US dollar, up 78 points from the previous trading day.
property market observation
China Central Television finance and Economics: recently, many buildings in Nanning, Guangxi have been exposed to promotional measures such as big price reduction, parking space, decoration money and even cash return. Are these promotions true? In a real estate sales department in Shulin Road, Liangqing District, Nanning City, the salesperson told reporters that they now have the profit transfer activity of buying a house and sending the balcony to the shared area. The account manager said that in the first half of this year, the balcony of the house they sold was still half sold and half given away. Now it is completely given away. Buyers can spend nearly 100000 yuan less. Developers will also give loan buyers a certain amount of decoration subsidies, all in cash.
Xinhua News Agency: on December 9, the reporter learned from Xiamen housing security and housing administration that since the 10th of this month, qualified graduates of new employment University in Xiamen can apply for preferential policies of "50% rent within 5 years" or "rent subsidy" to solve the transitional housing demand in Xiamen. The rent subsidy can be up to 40000 yuan in five years.
international information
CCTV news client: the New Zealand government released the 2025 smoke-free action plan on December 9 local time. The plan proposes that when the relevant anti-smoking bill comes into force, people aged 14 and under living in New Zealand will be banned from buying tobacco for life. The New Zealand government plans to formulate a bill to support the anti-smoking reform by June 2022, and plans to bring the bill into force in 2023. Media analysts believe that this means that all new Zealanders born after 2009 can not legally buy tobacco products even after adulthood.
financial Associated Press: lithium ion battery is widely used in contemporary society with its excellent energy density. Although it is easy to generate dendrite and SEI film in the process of recycling, which will damage the battery performance, failure and even fire risk, there is no perfect new technology to replace it. All along, scientists have tried their best to find new ways to overcome these bottlenecks. It is reported that researchers at the University of Arkansas recently developed a new type of lithium containing cross-linked polymer material. This new material is called ligl (GL = glycerol / glycerol), which helps to solve the above two problems of commercial lithium metal anode.
futures market
China Futures: most domestic commodity futures closed down, with the main contract of soda ash down nearly 9%, jujube down more than 5%, LPG, hot coil and iron ore down more than 3%, stainless steel, egg, palm and styrene down more than 2%, coking coal, PVC, cotton yarn, soybean oil, peanut, rubber and Shanghai nickel down more than 1%. Rapeseed meal rose 4%, soybean II and Shanghai lead rose more than 2%, and urea, staple fiber, manganese silicon and Shanghai zinc rose more than 1%.
International Futures: on Thursday, US Eastern time, international oil prices fell significantly. As of the close, January crude oil futures in New York closed down $1.42, or 1.96%, to $70.94/barrel; Brent February crude oil futures fell $1.40, or 1.84%, to $74.42 a barrel. The international gold price fell. As of the closing, the February 2022 gold futures price, which was the most actively traded in the gold futures market of the New York Mercantile Exchange, fell by US $8.8 compared with the previous trading day to close at US $1776.7 per ounce, a decrease of 0.49%.
overseas index
U.S. stock market: U.S. stock market: the three major U.S. stock indexes closed down on Thursday, Eastern time, after rising for three consecutive trading days. As of the close, the Dow fell 0.06 points to 35754.69 points, or 0.0002%; The NASDAQ fell 269.62 points, or 1.71%, to 15517.37; The S & P 500 index fell 33.76 points, or 0.72%, to 4667.45.
European stock market: on Thursday, European time, the main indexes of European stocks closed down slightly. As of the close, the UK FTSE 100 index closed at 7321.26, down 15.79 points or 0.22% from the previous trading day; France CAC40 index closed at 7008.23, down 6.34 points or 0.09% from the previous trading day; Germany DAX30 index closed at 15639.26, down 47.83 points or 0.30% from the previous trading day.
Asia Pacific Stock Market: the Nikkei 225 index closed down 114.12 points, or 0.40%, at 28746.50 on Thursday, December 9. South Korea's Kospi index closed up 26.47 points, or 0.88%, at 3028.27.
