daily collection
website of the national development and Reform Commission: the national development and Reform Commission and other departments have issued the implementation plan for implementing the goal of carbon peak and carbon neutralization and promoting the green and high-quality development of new infrastructure such as data center and 5g. By 2025, the data center and 5g will basically form a green and intensive integrated operation pattern. The utilization efficiency of electric energy and renewable energy in the operation of the data center have been significantly improved. The average utilization efficiency of electric energy in the newly-built large and super large data centers in China has been reduced to less than 1.3, the national hub nodes have been further reduced to less than 1.25, and the green low-carbon level has reached more than 4a. The overall utilization rate of the national data center has increased significantly, the utilization rate of the western data center has increased from 30% to more than 50%, and the supply and demand of computing power in the East and West is more balanced.
China Fund News: recently, the most expensive new shares of A-Shares were born. The IPO price of Kemai technology innovation board is 557.8 yuan / share, and investors need to pay nearly 280000 yuan in full in the first signing. However, institutional investors had great differences on the valuation of Hemai shares during the inquiry period, and the inquiry of public funds was 14 times different from the beginning to the end. On Thursday, December 9, Hemai shares will be applied for. After Baiji Shenzhou, which was issued at a high price, has just been abandoned for nearly 200 million yuan, will this “three high” stock with “overvalued value, high issue price and high payment” be abandoned?
Securities Times: on December 8, the reporter learned from people familiar with the matter that China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) and other enterprises plan to register and issue M & A bills in Bank Of China Limited(601988) market dealers association in the near future to raise funds for M & A of real estate projects. Informed sources said that supporting high-quality real estate enterprises to issue bonds for mergers and acquisitions is conducive to promoting industry integration and enhancing the asset liquidity of real estate enterprises; The inter-bank market will continue to implement the regulation goal of “stabilizing land prices, house prices and expectations”, actively meet the reasonable financing needs of real estate, and promote the healthy development and virtuous cycle of the real estate industry.
passenger Federation: in November, the wholesale sales of new energy passenger vehicles reached 429000, a month on month increase of 17.9% and a year-on-year increase of 131.7%. From January to November, the wholesale of new energy passenger vehicles was 2.807 million, a year-on-year increase of 190.2%. In November, the retail sales of new energy passenger vehicles reached 378000, a year-on-year increase of 122.3% and a month on month increase of 19.8%. From January to November, the retail sales of new energy vehicles were 2.514 million, a year-on-year increase of 178.3%. The trend of new energy vehicles is strongly different from that of traditional fuel vehicles, so as to realize the substitution effect on the fuel vehicle market and accelerate the transformation of the vehicle market to new energy.
China Securities News: on December 8, the State Council Information Office held a regular policy briefing of the State Council to introduce the relevant situation of the plan to promote agricultural and rural modernization in the 14th five year plan. Wu Xiao, director of the rural economy Department of the national development and Reform Commission, said to promote the upgrading of the consumption ladder of rural residents. Take multiple measures to increase farmers’ income, develop and expand rural industries to enrich the people, improve the employment support policies for migrant workers, endow farmers with more property rights, improve the proportion of farmers’ land value-added income sharing, and implement rural consumption promotion actions. We will encourage qualified areas to carry out the renewal of rural household appliances, and implement subsidies for furniture and home improvement and a new round of automobile to the countryside. We will promote the upgrading of durable consumer goods for rural residents.
macroeconomic
Securities Times website: in September this year, the banking and Insurance Regulatory Commission deliberated and adopted 20 regulatory rules and implementation notices for the second generation phase II project. At present, the relevant documents have been approved by the State Council, and the document issuance procedure is expected to be completed this month. The insurance industry will uniformly implement the new rules from the quarterly solvency report in the first quarter of 2022. For insurance companies greatly affected by the new rules, the cbcirc will determine the transition period policy in accordance with the principle of one company, one policy, allowing companies to put some regulatory rules in place step by step and fully implement them no later than 2025.
Shanghai Securities News: the 2021 blue book on China’s innovation and entrepreneurship Ecological Development released at the opening of 2021 China Super maker month held on July 7 shows that China’s zero carbon energy transformation will give birth to a huge investment market in seven fields, including renewable resource utilization, energy efficiency, electrification of end consumption, zero carbon power generation technology, energy storage, hydrogen energy and digitization. By 2050, the market scale of these seven fields will reach nearly 15 trillion yuan, and contribute 80% of the cumulative emission reduction to China’s zero carbon emission.
China Securities News: on December 8, the reporter learned that China Securities Association recently solicited opinions from securities companies on Revising the code for corporate bond underwriting business. This revision strengthens self-discipline management to improve the quality of the company’s bond underwriting business, and highlights the forward-looking, guiding and preventive normative role of self-discipline norms, especially standardizing the bidding behavior of contracted projects and maintaining a good competitive order in the bond market; Strengthen the internal control and responsibility requirements of the lead underwriter engaged in corporate bond underwriting business; Standardize the management of pricing and placement process; Prevent “structured issuance” and other violations. In December 2020, China Securities Association publicly solicited industry opinions on Revising the code for corporate bond underwriting business, so as to standardize the development of corporate bond market.
surging news: Jiangsu Provincial Bureau of Market Supervision recently replied to the suggestion of Hou Jun, deputy to the provincial people’s Congress, on “prohibiting the promotion and display of e-cigarettes”, saying that since there is no legal provision on whether e-cigarettes belong to the category of tobacco products, the regulatory authorities prohibit enterprises or individuals from publishing such advertisements, which can not be relied on for the time being, However, at present, the regulations on the implementation of the tobacco monopoly law are soliciting opinions from the public. If the opinion of “electronic cigarettes and other new tobacco products shall be implemented with reference to the relevant provisions on cigarettes in these Regulations” is finally adopted, the Municipal Supervision Bureau will have a legal basis for regulating electronic cigarette advertising.
industry dynamics
China Securities Network: the reporter learned from China Petroleum & Chemical Corporation(600028) that China Petroleum & Chemical Corporation(600028) the 1000th charging and replacement power station and the 1000th distributed photovoltaic power generation station China Petroleum & Chemical Corporation(600028) Guangdong Petroleum Guangzhou Jinlong comprehensive energy service station was officially put into operation yesterday, marking that China Petroleum & Chemical Corporation(600028) reached the annual goal of “double 1000” charging and replacement power stations and distributed photovoltaic power generation stations in advance. This is an important practice of China Petroleum & Chemical Corporation(600028) accelerating transformation and upgrading and practicing green and low-carbon development. It is an innovative measure to achieve clean, diversified and safe energy supply. It will promote the rapid development of new energy industry and help achieve the goal of “double carbon”.
interface news: according to the two-year variety listing plan of Guangzhou Futures Exchange approved by the CSRC, Guangzhou futures exchange plans to develop 16 varieties in the next two years, involving four sectors: the first category is related varieties serving green development, such as carbon emission right futures, power futures, industrial silicon, etc; The second category is commodity index, such as commodity composite index futures; The third category is the international market linkage category, which promotes a higher level of opening up of the capital market by realizing the product linkage with overseas exchanges; The fourth category is one belt, one road, one is the Guangdong Province, the other is the “Hong Kong and Macao” area, which is characterized by the “big belt” and “one belt along the way”. Among them, green development products such as carbon emission right futures are the core strategic plate.
chinanews: Qu Xiuli, vice president and Secretary General of China Iron and Steel Industry Association, pointed out that in the future, with the policy gradually returning to normal and taking into account the macro-economy outside China and various indicators of the manufacturing industry downstream of the iron and steel industry, the demand of the iron and steel industry will be relatively stable and weak next year, the crude steel output lacks the basis for substantial growth, and it is difficult to reproduce the significant growth of steel prices. She pointed out that the sharp fluctuation of the market is not conducive to the development of enterprises. Next year, the steel industry should stabilize the market through the balance of supply and demand under the condition of relatively stable or slightly weakened demand, which is the main premise for the stable operation of the industry.
China Securities Journal: on December 8, the national development and Reform Commission, the Ministry of Commerce and other three departments jointly issued the notice on organizing the pilot of large-scale application of recyclable express packaging. The notice points out that through the pilot, we will explore and form a number of large-scale application modes of recyclable express packaging that can be copied, popularized and sustainable. Promote a number of recyclable express packaging products with convenient use, low cost, green and low carbon. Promote the significant increase in the use scale and proportion of recyclable express packaging, gradually expand the scope of use, continuously improve the delivery and recycling infrastructure, enrich and effective recycling methods, and basically improve the allocation and operation network.
stock market focus
China Securities Journal: the A-share market has always had the tradition of cross year market. With only ten trading days left this year, investors began to look forward to the cross year market, and many securities companies shouted that the cross year market has begun. For the layout of the cross-year market, securities companies generally mentioned paying attention to three directions or three main lines, among which consumption and new energy were mentioned more.
financial Associated Press: Huaxi Securities Co.Ltd(002926) Li Lifeng, deputy director and chief strategic analyst, forecasts the incremental funds in 2022. It is estimated that the net inflow of A-Shares in 2022 will be about 655 billion. Specifically, it is expected that public offering, private placement, insurance capital, social security and foreign capital will bring about 7100, 3150, 3000, 800 and 250 billion yuan of incremental funds to A-Shares respectively in 2022. However, in terms of capital consumption, the scale of IPO and net reduction in 2022 will be about 500 billion yuan. Thus, the difference between the two, that is, the incremental capital of A-Shares (static calculation), is about 655 billion yuan.
Securities Times: Guosen Securities Co.Ltd(002736) the research report believes that benefiting from the recovery of seasonal demand, the pig price rebounded well in 2021q4, and maintained a cautious judgment on the pig price in 2022. On the other hand, we believe that 2022 is the best stage to lay out the pig sector in advance, because the pig cycle will probably reverse in 2023. At the same time, meat products benefit from the downward price of pigs, and the profit is expected to further improve in 2022. It is recommended to pay attention. Recommendations: Zhejiang Huatong Meat Products Co.Ltd(002840) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) etc; Attention: Henan Shuanghui Investment & Development Co.Ltd(000895) , Shandong Longda Meat Foodstuff Co.Ltd(002726) etc.
first finance and Economics: Haitong Securities Company Limited(600837) pointed out that strategically, the RRR reduction is good for the market as a whole, and the market liquidity remains reasonably abundant, which catalyzes the banks and securities companies. In addition, in recent trading days, many financial stocks have received substantial net purchases from foreign capital. It is suggested to pay attention to the rising opportunities brought by the valuation repair and performance cashing of banks and securities companies. On the other hand, as the structural wide credit brought by the RRR reduction is still in the direction of high-end manufacturing, green energy and small, medium and micro enterprises, it may be more favorable for the growth style of small and medium-sized enterprises dominated by science and technology manufacturing from a longer time dimension.
financial Associated Press: oaks stakeholders responded to reporters on the afternoon of August 8 that Gree Electric Appliances Inc.Of Zhuhai(000651) was recently sentenced to compensate oaks about 167 million yuan. The company has no response plan. “The company will focus on its main business in the future and continue to increase investment in intelligent manufacturing and scientific and technological innovation.” According to the recent civil judgment of Ningbo intermediate people’s Court of Zhejiang Province, oaks Air Conditioner Co., Ltd. sued Gree Electric Appliances Inc.Of Zhuhai(000651) and Ningbo Yongge Information Technology Co., Ltd. for infringement of invention patent rights, and Gree Electric Appliances Inc.Of Zhuhai(000651) needs to compensate oaks air conditioner for a total of about 167 million yuan.
Subscription of new shares: Baicheng pharmaceutical and Hemai shares
new debt subscription: none
IPO: Jialian Technology
listing of new bonds: HE21 convertible bonds
company news
Shanghai Bairun Investment Holding Group Co.Ltd(002568) : the price of main products increases by 4% – 10%
* ST Zhongtian: the suspension verification is completed, and the trading will be resumed from December 9
* ST HNA: the controlling shareholder is changed to Fangda aviation, and the actual controller is changed to Fangwei
Zhejiang Garden Bio-Chemical High-Tech Co.Ltd(300401) : escitalopram oxalate tablets selected by Guangdong Alliance Group
* ST Qunxing: termination of major asset restructuring
Gcl Energy Technology Co.Ltd(002015) : plans to increase the capital of GCL smart energy, a wholly-owned subsidiary, by 2.4 billion yuan
China Molybdenum Co.Ltd(603993) : obtained the mining license of Sandaozhuang molybdenum mine
Xinjiang Tianrun Dairy Co.Ltd(600419) : it is proposed to establish a holding subsidiary, Tianrun Qiyuan dairy
Sino Medical Sciences Technology Inc(688108) : the application for a new class of drug-eluting stent system in the United States was accepted
Guangdong Dcenti Auto-Parts Stock Limited Company(603335) : subsidiary Guangdong Weima phase I production line has been in normal operation
China Securities Co.Ltd(601066) : applied for the pilot business of optimizing account management function and obtained the regulatory opinion
Jiangsu Wuzhong Pharmaceutical Development Co.Ltd(600200) : trimetazidine hydrochloride sustained release tablets approved for marketing
Kailong High Technology Co.Ltd(300912) : list of data
Tianjin Lichuang and its concerted actors plan to reduce their total holdings of 10.15% shares
Shanghai and Shenzhen Stock Markets: on December 8, the two markets rose sharply, subject stocks were active and rose in turn. As of the close, the Shanghai index rose 1.18%, the Shenzhen Composite Index rose 1.82% and the gem index rose 1.66%. Plate, Baijiu shares rose, Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) trading, Anhui Yingjia Distillery Co.Ltd(603198) hit a new high. Kweichow Moutai Co.Ltd(600519) rose more than 4% and the share price returned to above 2000 yuan, with a turnover of more than 12 billion yuan. Yuan universe, securities companies, etc. rose in the afternoon. In other sectors, auto stocks rose sharply, and about 20 stocks rose by the daily limit; Semiconductors, nonferrous metals, secondary new shares and lithium battery concepts all rose sharply. Some st plates dived in the afternoon, leading the decline. Coal and real estate fell slightly. More than 3000 stocks in the two cities rose, and nearly 100 stocks rose by 10% or more.
Hong Kong stocks: Hang Seng Index rose 0.06%. Apple concept stocks rose, Byd Company Limited(002594) electronics rose more than 5%. The trend of Internet technology stocks was divided. JD health rose by more than 4% and Alibaba fell by more than 4%. Evergrande concept stocks fell, and China Evergrande fell more than 5%. Microblogging broke down by more than 7% on the first day of listing.
Shanghai Shenzhen Hong Kong stock connect: on December 8, the total net inflow of northbound funds was 9.685 billion yuan. Among them, the net purchase of Shanghai Stock connect was 3.789 billion yuan and that of Shenzhen Stock connect was 5.896 billion yuan. Among the top ten traded stocks, the top three in net purchases were Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , with net purchases of 1.624 billion yuan, 1.274 billion yuan and 1.025 billion yuan respectively. The top three net sales are Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Luxshare Precision Industry Co.Ltd(002475) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , with net sales of 384 million yuan, 276 million yuan and 73 million yuan respectively.
dragon tiger list: on December 8, among the stocks on the list, the largest net capital inflow was Col Digital Publishing Group Co.Ltd(300364) , with a net inflow of 277 million yuan in the three days. The data show that the stock rose by 20cm within the day, up 40.31% in the past three days. A total of 19 stocks were involved in the institutional participation list, of which 12 were net bought by the institution, Sijin Intelligent Forming Machinery Co.Ltd(003025) was the most bought, amounting to 71.4864 million yuan. The other 7 shares were net sold by institutions, Zbom Home Collection Co.Ltd(603801) was the most sold, with a net sales of 100 million yuan in three days.
margin trading : as of December 7, the balance of two financial transactions in Shanghai and Shenzhen was 1837.356 billion yuan, a decrease of 4.344 billion yuan compared with the previous trading day. Among them, the financing balance was 1719.603 billion yuan, a decrease of 2.961 billion yuan compared with the previous trading day; The balance of securities lending was 117.753 billion yuan, a decrease of 1.383 billion yuan compared with the previous trading day.
Shibor : Shibor reported 2.1510% overnight, up 2.1 basis points; Shibor reported 2.2020% in 7 days, up 4.3 basis points; Three month Shibor reported 2.4890%, up 0.1 basis points.
foreign exchange
On December 8, the central parity of RMB was reported at 6.3677, up 61 points, and the central parity of the previous trading day was reported at 6.3738. The onshore RMB closed at 6.3535 against the US dollar, up 143 points from the previous trading day.
property market observation
financial Associated Press: Xi’an housing security leading group office issued a notice, The relevant provisions on the listing and trading of limited price commercial houses are adjusted to: “limited price commercial houses shall not be listed for trading or purchase other houses within 5 years from the date of online signing and filing of the purchase contract. Other houses can be purchased after online signing and filing for 5 years. Online signing and filing for 5 years have been completed and the real estate property right certificate has been obtained Listed transactions shall be handled in accordance with the relevant provisions on ordinary commercial housing transactions. If the online signature has been filed for less than 5 years and needs to be transferred due to special reasons, it shall be repurchased according to the original purchase price and taking into account factors such as depreciation and price level with the approval of the municipal housing security department, and continue to be used as a limited price commercial house. ”
interface news: on December 7, 2021 Haian housing Expo press conference released the subsidy policy for the benefit of the people. The policy mainly involves the purchase groups of talents who purchase houses and improve living conditions. For the purchase of talents, the maximum purchase subsidy is 600 yuan per square meter. For families with two or three children whose children are under the age of 18, on the basis of market price, 200 yuan per square meter will be given to two child families and 400 yuan per square meter will be given to three child families with household register or birth certificate.
international information
Securities Times Network: the second statistical report released by Japan’s cabinet office on December 8 shows that Japan’s real China’s gross domestic product (GDP) decreased by 0.9% month on month in the third quarter of this year, with an annual rate of 3.6%, slightly lower than the previously published preliminary statistical results.
financial Associated Press: the eighth ministerial meeting of the Forum on China Africa cooperation adopted the vision for China Africa cooperation in 2035. It is proposed that by 2035, the annual trade volume between China and Africa will reach US $300 billion. China supports Africa in enhancing its export capacity, strengthening cooperation with African countries Shenzhen Agricultural Products Group Co.Ltd(000061) and food inspection and quarantine, accelerating quarantine access procedures and expanding the import of African non resource products. By 2035, China’s new investment in Africa will be US $60 billion, focusing on supporting Africa’s agriculture, manufacturing, infrastructure, environmental protection, digital economy, blue economy and other fields, supporting China’s powerful economic and trade cooperation zone in Africa to upgrade to a demonstration zone for China Africa industrial chain supply chain cooperation, supporting Africa to continuously optimize the business environment, and further improving the localization level of Chinese enterprises in Africa.
futures market
China Futures: most of China’s commodity futures closed down. The main contracts of soda ash fell by the limit, ferrosilicon fell by more than 5%, glass and stainless steel fell by more than 4%, cotton yarn and PVC fell by more than 3%, palm, peanut, pig and egg fell by more than 2%, and urea, thread, methanol and soybean oil fell by more than 1%. Crude oil and pulp rose more than 3%, fuel oil, LPG and coking coal rose more than 2%, and asphalt, iron ore, Shanghai zinc, Shanghai lead and Shanghai tin rose more than 1%.
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 $0.8 on February 8 from the previous trading day to close at US $1785.5 per ounce, or 0.04%.
overseas index
U.S. stock market: the three major U.S. stock indexes closed up slightly, recording three consecutive daily rises, with the NASDAQ up 0.64%, the S & P 500 up 0.31% and the Dow up 0.1%.
European stock market: London stock market, the financial times 100 stock average price index 8 closed at 7337.35, down 2.55 points or 0.04% from the previous trading day. France Paris Stock Market CAC40 index 8 closed at 7014.57, down 50.82 points or 0.72% from the previous trading day. Germany’s Frankfurt DAX index fell 126.85 points, or 0.80%, to 15687.09.
Asia Pacific Stock Market: the Nikkei 225 index closed up 392.90 points, or 1.38%, at 28848.50 on Wednesday, December 8. South Korea’s Kospi index closed up 10.08 points, or 0.34%, at 3001.80.
