daily collection
China Central Television: when Premier Li Keqiang met with Georgieva of the International Monetary Fund in Ziguangge, Zhongnanhai on the afternoon of December 3, he said that China will continue to coordinate epidemic prevention and control and economic and social development, implement stable macro policies, strengthen pertinence and effectiveness, continue to implement prudent monetary policies and maintain reasonable and abundant liquidity, Formulate policies based on the needs of market subjects, reduce the reserve requirement in time, and increase support for the real economy, especially small, medium and micro enterprises, to ensure the stable and healthy operation of the economy.
financial Associated Press: the 14th five year plan for industrial green development issued by the Ministry of industry and information technology puts forward that by 2025, remarkable results will be achieved in the green and low-carbon transformation of industrial structure and production mode, green and low-carbon technology and equipment will be widely used, energy and resource utilization efficiency will be greatly improved, and the level of green manufacturing will be comprehensively improved, laying a solid foundation for reaching the peak of carbon in the industrial field in 2030. Carbon emission intensity continued to decline. Carbon dioxide emissions per unit of industrial added value were reduced by 18%, and phased results were achieved in the total carbon emission control of key industries such as iron and steel, non-ferrous metals and building materials. The emission intensity of pollutants decreased significantly. The source control capacity of hazardous substances was continuously strengthened, the level of cleaner production was significantly improved, and the emission intensity of major pollutants in key industries was reduced by 10%.
China Central Television News: according to the decision-making and deployment of the CPC Central Committee and the State Council, the National Medical Security Bureau, together with the Ministry of human resources and social security and other departments, organized and carried out the adjustment of the national medical insurance drug catalogue in 2021, which has been successfully completed. Today, the State Medical Security Administration held a press conference to announce the results of the adjustment of the national medical insurance drug catalogue in 2021. A total of 74 drugs were added to the catalogue, and 11 drugs were transferred out of the catalogue. The total number of drugs in the national medical insurance drug catalogue in 2021 is 2860, which will be implemented on January 1, 2022.
China Securities Regulatory Commission: China Securities Regulatory Commission and relevant regulatory authorities have always been open to enterprises choosing overseas listing places, and fully respect enterprises’ independent choice of listing places according to law and compliance. Recently, some media reported that Chinese regulators would prohibit companies under the vie framework from listing abroad and promote the delisting of Chinese companies listed in the United States, which is a complete misunderstanding. As far as we know, some domestic enterprises are actively communicating with domestic and foreign regulators to promote listing in the United States.
macroeconomic
financial Associated Press: Fang Xinghai, vice chairman of China Securities Regulatory Commission, said at the 17th China (Shenzhen) International Futures conference in 2021 held today that he supports leading companies in the futures industry to accelerate their development, supports futures companies to broaden financing channels, can carry out cross-border competition, encourages qualified head futures companies to go public, and strives to create a group of futures companies with strong capital Derivatives and commodity service companies with international competitiveness and with risk management and asset pricing services as the core business.
China Central Television: the reporter learned from the banking financial management registration center on the 3rd that on September 10, the cbcirc issued the notice on carrying out the pilot of pension financial products, and selected “four places and four institutions” to carry out the pilot of pension financial products in combination with the national pilot area of pension financial reform. On the morning of March 3, China’s first batch of four pilot pension financial products successfully declared in the national banking financial information registration system and officially appeared, which means that China’s pension financial pilot has been officially opened.
financial Associated Press: the national coal fair announced the draft for comments on the signing and performance scheme of long-term coal contracts in 2022 on December 3. The draft is formulated by the national development and Reform Commission, which specifies that the signing scope of the long-term coal association in 2022 will be further expanded, and coal production enterprises with an approved capacity of 300000 tons and above will be included in the signing scope in principle; On the demand side, power generation and heating enterprises are required to sign a long-term agreement for 100% of coal consumption other than imported coal. In terms of price, the pricing mechanism of “benchmark price + floating price” remains unchanged, but it is proposed that the long-term association of thermal coal in the new year will be adjusted every month. The adjustment range of 5500 kcal thermal coal is 550-850 yuan, of which the benchmark price of underground coal long-term association is 700 yuan / ton, an increase of about 31% compared with the previous 535 yuan.
Shanghai Securities News: Di Gang, deputy director of the digital currency Research Institute of the people’s Bank of China, said at the 18th global annual meeting of the International Financial Forum (IFF) on December 5 that the application achievements of blockchain technology in the field of digital finance are beginning to appear. The digital currency Research Institute of the people’s Bank of China took the lead in actively exploring the application of blockchain in the R & D project of digital RMB.
industry dynamics
Shanghai Securities News: recently, the national energy administration again issued the notice on organizing the second batch of large-scale wind power photovoltaic base projects focusing on deserts, Gobi and desert areas, requiring all provinces to report the list of the second batch of new energy bases in advance on December 15. Shi Jingli, a researcher at the renewable energy research center of the Energy Research Institute of the national development and Reform Commission, said that from the perspective of the development situation of new energy, the 14th five year plan, as a new stage and window period of new energy development, is positioned as a large-scale, high-proportion, market-oriented and high-quality country, and will usher in more than 1 billion kw of new installed capacity in the next decade.
website of the State Administration of market supervision: recently, Tesla (Shanghai) Co., Ltd. filed a recall plan with the State Administration of market supervision and administration in accordance with the requirements of the regulations on the administration of recall of defective automotive products and the measures for the implementation of the regulations on the administration of recall of defective automotive products. From now on, a total of 21599 domestic model y electric vehicles with a production date from February 4, 2021 to October 30, 2021 will be recalled.
CCTV news client: on December 3, Hainan Provincial Development and Reform Commission issued the notice on issues related to the implementation of differential electricity price policy for virtual currency “mining” power consumption, and decided to list the virtual currency “mining” activity as an eliminated industry, implement differential electricity price, and the price increase standard is 0.8 yuan per kilowatt hour (per kilowatt hour).
Shanghai Securities News: recently, Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) , Jiangxi Zhengbang Technology Co.Ltd(002157) , New Hope Liuhe Co.Ltd(000876) and other pig breeding “big four” disclosed the current pig marketing situation on the investor Q & a platform, and estimated the number of pigs in 2021. According to the current pig marketing situation, it is estimated that the total number of pigs sold by the above enterprises in 2021 may exceed 75 million, with an obvious pace of expansion.
stock market focus
financial Associated Press: JPMorgan believes that with the improvement of policy visibility and the gradual relaxation of liquidity after winter, investors’ confidence in China’s stock market will improve. The bank expects the CSI 300 index to rise by more than 20% next year. Wendy Liu and other analysts wrote in a report earlier this week that the bank set the new benchmark target of the Shanghai and Shenzhen 300 index at 5950 points.
21 finance and Economics: Liu Ti, deputy general manager of Shanghai Stock Exchange, pointed out that we should continue to give full play to the function of “reform test field” of science and innovation board, accelerate system innovation and launch market maker system in time; Strive to take the lead in building into a mature market to better serve the real economy and investors; Focus on hard science and technology and make the Kechuang 50 index a barometer of China’s hard science and technology industry as soon as possible; The Chinese Paradigm of contributing capital markets to the world.
financial Associated Press: Haitong Securities Company Limited(600837) today released a strategy research report, which pointed out that since this year, the fluctuation of A-share index is small, and the amplitude of Shanghai stock index is only 12.6%, a record low, but the industry dispersion is large, the third highest since 2005. Learning from history, the volatility of A-Shares is expected to expand and the industry differentiation will converge. The incentive is the steady growth of policies. The cross-year market is unfolding, and the configuration is unbalanced, such as undervalued financial real estate, high prosperity hard technology, etc.
Securities Times website: Citic Securities Company Limited(600030) the report points out that several factors waiting for the market will be implemented one after another next week. It is expected that the tone of the central economic work conference will further confirm the trend of gradual economic recovery. The disturbance of overseas epidemic and the concern that the Federal Reserve may accelerate the reduction of bond purchase model have a limited impact on a shares. Under abundant market liquidity, the market is easy to rise but difficult to fall, The probability of incremental funds is based on the layout of “three lows”. It is expected that the market will enter the critical point of the cross-year blue chip market after a few months of silence.
Subscription of new shares: Huayan Jingji, DEA shares, property environmental energy
new debt subscription: none
IPO: Jianyan design, visualizing technology, Huaqiang Technology
listing of new bonds: Qilin convertible bonds, Shanbo convertible bonds
company news
Henan Thinker Automatic Equipment Co.Ltd(603508) : shareholders Invengo Information Technology Co.Ltd(002161) plan to reduce their shares by no more than 4.59%
Yantai Zhenghai Bio-Tech Co.Ltd(300653) : the actual controller intends to reduce the company’s shares by no more than 4%
Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) : the controlling shareholder intends to reduce its shares by no more than 4% in block trading
Tes Touch Embedded Solutions (Xiamen) Co.Ltd(003019) : several shareholders plan to reduce their shares by no more than 7%
Suzhou Iron Technology Co.Ltd(688329) : it is proposed to invest in Chuzhou medical and health industry base
Sungrow Power Supply Co.Ltd(300274) : plans to increase the capital of sunshine new energy by 1.97 billion yuan in the form of debt to equity swap
Yunnan Xiyi Industrial Co.Ltd(002265) : it is planned to restructure and acquire the military products business of construction industry, which will become the core of the company
Jiangsu Shagang Co.Ltd(002075) : holding subsidiary plans to purchase ironmaking capacity index of 698 million yuan
* ST green view: sign a project construction contract of RMB 25.23 million
* ST lion: the company’s application for reorganization was not accepted by the court
China Vanke Co.Ltd(000002) : achieved contract sales of 43.15 billion yuan in November
Shanxi Huhua Group Co.Ltd(003002) : terminate the acquisition of 70% equity of satellite company
Contemporary Amperex Technology Co.Limited(300750) : the controlling shareholder donated 2 million shares to the education development foundation of Shanghai Jiaotong University
Jilin Electric Power Co.Ltd(000875) : it is proposed to introduce carbon neutralization fund to increase the capital of Jilin Jidian with an amount not exceeding 1.55 billion yuan
data list
Shanghai and Shenzhen Stock Markets: on December 3, the two markets fluctuated upward, and the Shanghai index performed strongly, standing at 3600 points. Most stocks rose. As of the close, the Shanghai index rose 0.94%, the Shenzhen Composite Index rose 0.86% and the gem index rose 0.34%. Subject stocks continued to rotate, power stocks rose sharply, Huaneng Power International Inc(600011) and other stocks rose by the limit; The national development and Reform Commission solicited opinions on the signing of the long-term coal association in 2022. The benchmark price may be raised, coal stocks rose sharply, Jizhong Energy Resources Co.Ltd(000937) and other limits. Among other sectors, Baijiu, semiconductors, ports, wind power and BIPV concepts are among the top gains. Recently, the strong concept of tobacco, paper making and rare earth permanent magnets are among the top ones. More than 60 stocks in the two cities rose by 10% or more.
Hong Kong stocks: Hang Seng Index closed down 0.09%; Technology stocks led the decline, with the Hang Seng technology index down 1.53%, and Alibaba and BiliBili hit a new low. The concept of new energy vehicles and electronic cigarettes was recalled, and Xiaopeng and ideal both fell. Coal and port stocks strengthened, and China Merchants port rose by more than 17%.
Shanghai, Shenzhen and Hong Kong stock connect: on December 3, northbound funds bought a net 9.221 billion yuan unilaterally throughout the day, a new high since October 22. Among them, Shanghai Stock connect bought a net 6.227 billion yuan and Shenzhen Stock connect bought a net 2.994 billion yuan. Among the top ten traded stocks, Gigadevice Semiconductor (Beijing) Inc(603986) , Luzhou Laojiao Co.Ltd(000568) , Will Semiconductor Co.Ltd.Shanghai(603501) received net purchases of RMB 944 million, RMB 363 million and RMB 352 million respectively. In terms of sales, the first three stocks sold net were Jiangsu Zhongtian Technology Co.Ltd(600522) , Byd Company Limited(002594) , East Money Information Co.Ltd(300059) , which were sold net of 413 million yuan, 327 million yuan and 174 million yuan respectively.
dragon tiger list: on December 3, among the stocks on the list, the largest net capital inflow was Beijing Shunxin Agriculture Co.Ltd(000860) , with a net inflow of 280 million yuan in the three days. Data show that the stock has been trading for two consecutive days, up 22.21% in the past three days. The top capital inflow was the net inflow of 140 million yuan from Shengang Shenzhen Branch on the third day, and the net inflow of Shenzhen Stock connect seat on the third day was 97.937 million yuan. A total of 27 stocks were involved in the institutional participation list, of which 20 were net bought by the institution, Circuit Fabology Microelectronics Equipment Co.Ltd(688630) was the most net bought by the institution, and a net purchase of 150 million yuan in three days. In addition, 7 shares were sold by institutions, and Jiangsu Rongtai Industry Co.Ltd(605133) was sold the most, amounting to 28.052 million yuan.
margin trading : as of December 2, the balance of two financial transactions in Shanghai and Shenzhen was 1845.977 billion yuan, a decrease of 7.245 billion yuan compared with the previous trading day. Among them, the financing balance was 1724.979 billion yuan, a decrease of 1.974 billion yuan compared with the previous trading day; The balance of securities lending was 120.998 billion yuan, a decrease of 5.271 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.9130% overnight, down 7.1 basis points; Seven days Shibor reported 2.0780%, down 2.2 basis points; Three month Shibor reported 2.4990%, up 0.3 basis points.
foreign exchange
On December 3, the central parity rate of RMB was reported at 6.3738, down 19 points, and the central parity rate of the previous trading day was reported at 6.3719. The onshore RMB closed at 6.3690 against the US dollar, up 40 points from the previous trading day.
property market observation
financial Associated Press: China Banking and Insurance Regulatory Commission will earnestly implement relevant national policies and guide banking and insurance institutions to provide financial services to the real estate and construction industries on the premise of implementing the prudent management of real estate finance. At this stage, we should focus on meeting the mortgage needs of the first house and improved housing according to different local conditions, reasonably issue real estate development loans and M & A loans, increase support for affordable rental housing, and promote the steady and healthy development of the real estate industry and market.
Shanghai Securities News: how much should I charge for a house with a asking price of 2.08 million yuan? In the past, this figure was usually 2% of the total transaction price. Recently, Hangzhou has refreshed the “new formula” with a new model: the notary office intervenes in the independent transaction of second-hand houses to complete the first order, and only a deposit notary fee is charged in the whole transaction process, and the charging standard is one thousandth of the transaction price.
Securities Times: up to now, six of the 22 pilot cities in China have completed the third round of centralized land supply, namely Wuxi, Suzhou, Shenzhen, Nanjing, Guangzhou and Fuzhou, while Guangzhou is the only city with a premium rate of 0. Industry insiders believe that although many cities have relaxed the bidding rules for some plots, the third round of centralized local auction continues to be low, the base price transaction is still the main theme, state-owned enterprises, central enterprises and local urban investment are still the main force to obtain land, and the differentiation of real estate enterprises is further intensified. It is expected that the third batch of centralized soil shooting will continue the low-temperature situation in the remaining pilot cities.
international information
financial Associated Press: recently, the carrying rate of routes from Shanghai to Europe and the United States continues to maintain close to the full load level, the freight rate is at a high level, and there are signs of continuing to rise. Data show that this week (November 29 – December 3), China’s export container freight rate index was flat month on month, and Shanghai’s export container index rose 2.7% month on month. The Baltic container freight index fell about 15% from its high in September and rose 0.08% month on month this week.
interface news: on December 4, at the 18th global annual meeting of the International Financial Forum (IFF), IFF released the first issue of IFF global finance and development report, global green finance development index (ggfdi) and country ranking. The report predicts that the global economy is expected to grow by 5.9% in 2021. From the perspective of all countries, China will still become the largest contributor to global economic growth with 26.3%, followed by the United States and India, with 16.7% and 11% respectively.
China Central Television news client: Japan’s Ministry of agriculture, forestry and Fisheries announced on December 5 that there was an avian influenza epidemic in a duck farm in Chiba county. This is the sixth avian influenza epidemic in Japan and the first in Kanto. Japan recently reported bird flu outbreaks one after another. Previously, bird flu outbreaks occurred in farms in Akita County, Kagoshima County, Hyogo county and Kumamoto county.
futures market
China Futures: the closing trend of China’s commodity futures was divided, and the oil sector led the increase. Palm, low sulfur fuel oil and Zheng oil rose by more than 3%, rapeseed meal, styrene, coke and soybean meal rose by more than 2%, and soybean oil, red dates, cotton and power coal rose by more than 1%. LPG fell by more than 3%, pig, No. 20 rubber and iron ore fell by more than 2%, and urea, methanol and PP fell by more than 1%.
International Futures: on Friday, US Eastern time, the international gold price rose. As of the closing, 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 $21.2 on the 3rd compared with the previous trading day to close at US $1783.9 per ounce, or 1.2%. International oil prices fluctuated. As of the closing, January crude oil futures in New York closed down US $0.24, or 0.36%, at US $66.26/barrel; Brent February crude oil futures closed up $0.21, or 0.30%, at $69.88/barrel.
overseas index
U.S. stock market: on Friday, Eastern time, the three major U.S. stock indexes opened higher and closed lower collectively, and the NASDAQ index fell nearly 2%, a new low since mid October 2021. As of the close, the Dow Jones index fell 59.71 points, or 0.17%, to 34580.08; The NASDAQ index fell 295.85 points, or 1.92%, to 15085.47; The S & P 500 index fell 38.67 points, or 0.84%, to 4538.43.
European stock market: on Friday, European time, the main indexes of European stocks closed down. As of the closing, the average price index 3 of 100 stocks in the financial times of London stock market closed at 7122.32, down 6.89 points or 0.10% from the previous trading day; France Paris Stock Market CAC40 index closed at 6765.52, down 30.23 points or 0.44% from the previous trading day; Germany’s Frankfurt DAX index closed at 15169.98, down 93.13 points or 0.61% from the previous trading day.
Asia Pacific Stock Market: the Nikkei 225 index closed up 250.63 points, or 0.90%, at 28004.00. South Korea’s Kospi index closed up 24.07 points, or 0.82%, at 2969.34.
