daily collection
Xinhua News Agency: recently, an announcement of the General Administration of Customs has attracted great attention in the industry. The announcement said: “from December 1, the customs will no longer issue GSP certificate of origin for goods exported to EU Member States, Britain, Canada, Turkey, Ukraine, Liechtenstein and other countries that no longer give China GSP preferential tariff treatment.” The countries mentioned in the announcement have abolished the GSP treatment to China a few years ago. To say that the impact on exports should have been a few years ago. However, the fact is that even if the GSP treatment is abolished, China’s foreign trade has maintained steady growth in recent years.
State Tobacco Monopoly Bureau: the State Tobacco Monopoly Bureau solicits public opinions on the measures for the administration of e-cigarettes. Market entities engaged in the production, wholesale and retail of e-cigarettes must obtain licenses issued by the competent administrative department of tobacco monopoly accordingly. Establish a national unified e-cigarette trading management platform to manage the trading of e-cigarette products and e-cigarette nicotine. Electronic cigarette products shall comply with the national standards for electronic cigarettes and the relevant provisions on packaging marks and warnings, and use registered trademarks according to law. The relevant provisions on tobacco advertising shall apply to electronic cigarette advertising. The Department of tobacco monopoly administration under the State Council shall supervise and administer the import and export trade of e-cigarettes and foreign economic and technological cooperation according to law. The tax collection and payment of e-cigarettes shall be implemented in accordance with the national tax laws and regulations.
financial Associated Press: on Tianjin Zhonghuan Semiconductor Co.Ltd(002129) 2, the price of silicon wafer was reduced. Compared with the price of silicon wafer in previous November, G1 silicon wafer decreased by 0.52 yuan / piece, and the quotation was 5.15 yuan / piece, a decrease of 9.1%; M6 silicon wafer decreased by 0.72 yuan / piece, and the quotation was 5.05 yuan / piece, a decrease of 12.48%; G12 silicon wafer (170) μ m) The price decreased by 0.55 yuan / piece, and the quotation was 8.55 yuan / piece, a decrease of 6.04%. The quotation for newly added M10 silicon wafer is 6.21 yuan / piece, and the quotation for newly added super large silicon wafer is 218.2mm yuan / piece.
macroeconomic
Securities Times Network: according to the national energy group, on December 1, the national energy group generated 1002.3 billion kwh of electricity, breaking the trillion mark and reaching a record high. It is reported that in the first quarter of this year, in the face of the good start of China’s economic operation, the national energy group deeply studied and judged the annual economic trend and energy and power supply situation, and put forward the annual goal of catching up with and surpassing trillion kwh on the basis of the annual electricity target of 981.8 billion kwh.
First finance and Economics: Shu jueteng, spokesman of the Ministry of Commerce, said that from January to October this year, China’s service trade continued to maintain a good growth trend. The total import and export of services was 4198.03 billion yuan (RMB), a year-on-year increase of 12.7%; Among them, the service export was 1997.43 billion yuan, an increase of 29%; Imports reached 220.6 billion yuan, an increase of 1.1%.
financial Associated Press: Zhou Liang, vice chairman of the China Banking and Insurance Regulatory Commission, said in his speech at the Asian financial summit forum and the 2021 meeting of the Asian financial think tank on the 2nd that he supports green and low-carbon development. Promote the innovation of financial institution system, market system and product system, enrich green financial products such as green credit, green insurance, green bonds and green funds, accelerate the integration of regional carbon financial markets, and mobilize more funds to participate in green investment.
first finance and Economics: according to the Ministry of industry and information technology, the information technology development department organized a symposium on the development of blockchain industry. The meeting stressed that it would strengthen cooperation with local competent departments, create a good development environment, establish and improve the standard system, accelerate the breakthrough of core technologies, enrich and deepen industrial applications, and accelerate the construction of industrial ecology, Promote the high-quality development of blockchain industry.
industry dynamics
CCTV news client: the reporter learned from the Beijing Municipal Bureau of local financial supervision and administration that in accordance with the requirements of steadily and orderly promoting the application of digital RMB in the scene of the Beijing Winter Olympic Games, in order to continue to do a good job in financial services and build a safe, convenient, high-quality and efficient payment service environment for the Beijing Winter Olympic Games, On December 3, Beijing will launch a new round of digital RMB pilot activities of “Beijing Caihui people’s livelihood digital Carnival”.
financial Associated Press: the national development and Reform Commission issued a notice on ensuring coal, electricity and gas for chemical fertilizer production. The notice proposes to promote the production and supply of chemical fertilizer and ensure the need for fertilizer for farming next spring. Fully implement the coal for chemical fertilizer production, effectively ensure the electricity for chemical fertilizer production, and actively ensure the gas for chemical fertilizer production.
interface news: the prosperity index of China’s logistics industry in November 2021 released by China Federation of logistics and procurement was 53.6%, up 0.1 percentage points from the previous month; China’s warehousing index was 54.1%, down 0.1 percentage points from the previous month. He Hui, assistant president of China Federation of logistics and procurement and director of China Logistics Information Center, believes that China’s logistics industry boom index showed a steady recovery in November. It shows that with the gradual release of the effects of a series of policies of “ensuring supply and stabilizing price”, the logistics in the production field has rebounded rapidly.
financial Associated Press: Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) released data show that on the 2nd, the quotation of some lithium battery materials rose again, electrolytic cobalt rose 2500-3000 yuan / ton, and lithium carbonate rose 3500-4000 yuan / ton; Electrolyte increased by 1000-2000 yuan / ton. Among the negative electrode materials, needle coke increased by 100-500 yuan / ton.
stock market focus
first finance and Economics: Will Semiconductor Co.Ltd.Shanghai(603501) clarify media reports: during the recent performance briefing and investor exchange activities, the company did not communicate and provide investors with the company’s fourth quarter performance or expected performance; At present, the company’s production and operation are normal. Compared with the company’s performance in the first three quarters, there is no significant change in the company’s operation in the fourth quarter.
Securities Times website: Boc International (China) Co.Ltd(601696) pointed out that China’s liquidity environment remained reasonably abundant, downward pressure on domestic demand increased, and hedging policies were waiting to be implemented. In December, the market entered the configuration market next year, and the implementation of policy setting will break the situation that there is no main line in the current market. At present, under the stable credit expectation, there may be a phased market in the blue chip sector. In terms of industry allocation, the trend of new energy remained unchanged, the undervalued blue chip rebounded periodically, and the growth gradually entered the left allocation range. On the one hand, some undervalued sectors with long-term stagflation of stock prices and rebound of fundamentals in the early stage are expected to receive more capital attention; On the other hand, the new energy industry chain has profitability toughness and can obtain a certain valuation premium. Focus on the investment opportunities brought by specialization, special innovation and domestic substitution.
Securities Times: Citic Securities Company Limited(600030) latest research report believes that the Baijiu industry will enter the period of information intensive release. Moutai, Wuliangye Yibin Co.Ltd(000858) , Jiugui Liquor Co.Ltd(000799) , sacrifice and Jiannanchun have begun to release positive signals. We believe that the Baijiu industry is going on smoothly and basically stable, and will have a firm confidence in moving the market in the Spring Festival next year. At present, Baijiu plate valuation is in a reasonable range, and actively recommend the Baijiu industry. The first high-end liquor with both attack and defense Kweichow Moutai Co.Ltd(600519) , Luzhou Laojiao Co.Ltd(000568) , Wuliangye Yibin Co.Ltd(000858) ; Recommend sub high-end faucets Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Anhui Gujing Distillery Company Limited(000596) , Jiugui Liquor Co.Ltd(000799) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , and pay attention to Shede Spirits Co.Ltd(600702) .
first finance and Economics: since this year, private placement projects have been popular, with a fixed increase of 10 billion yuan. During the year, A-share companies implemented 416 fixed increase projects, the number of which exceeded that of last year, and the cumulative fund-raising amount reached 730.535 billion yuan. Industry insiders believe that with the obvious effect of China’s economic structure transformation, a large number of high-quality enterprises have emerged in the capital market, which have a great demand for equity funds in the period of rapid development.
subscription of new shares: Jiahe Meikang
subscription of new bonds: aofei convertible bonds
IPO: Jieya shares
new bond listing: none
company news
Shandong Fiberglass Group Co.Ltd(605006) : it is planned to implement the digital upgrading and technical transformation project of 170000 T / a ECE glass fiber production line
Qianjiang Yongan Pharmaceutical Co.Ltd(002365) : it is planned to expand the taurine food additive project with an annual output of 40000 tons
Farasis Energy (Gan Zhou) Co.Ltd(688567) : signed a strategic cooperation agreement with Zhejiang Huayou Cobalt Co.Ltd(603799)
China Energy Engineering Corporation Limited(601868) : subsidiary signed the engineering contract of RMB 15.22 billion offshore wind farm project
Fujian Haixia Environmental Protection Group Co.Ltd(603817) : joint pre bid for PPP project of urban management complex
Jiangling Motors Corporation Ltd(000550) : in November, the car sales volume was 30000, down 21.16% year-on-year
Henan Mingtai Al.Industrial Co.Ltd(601677) : in November, the sales volume of aluminum plate, strip and foil increased by 18% year-on-year
Guangdong Ganhua Science & Industry Co.Ltd(000576) : the controlling shareholder intends to increase its shares by no less than 10 million yuan
Boe Technology Group Co.Ltd(000725) : has spent 1.596 billion yuan to buy back about 296 million a shares
Shanghai Titan Scientific Co.Ltd(688133) : Tianjin Chuangfeng and its persons acting in concert intend to reduce their shares by no more than 11.4%
Jia Ao environmental protection: Zhongxiang chemical fiber plans to reduce its shareholding of no more than 6% of the company
Everjoy Health Group Co.Ltd(002162) : the controlling shareholder intends to reduce no more than 2% of the shares of the company
TCL Technology: invest in the production expansion project of the sixth generation semiconductor new display device production line
data list
Shanghai and Shenzhen Stock Markets: on December 2, the two markets were weak and volatile, with individual stocks falling more and rising less. Theme stocks rotate rapidly, and the concept of rare earth permanent magnet and tobacco rose in the afternoon. As of the close, the Shanghai index fell 0.09%, the Shenzhen composite index fell 0.19% and the gem index fell 0.19%. Plate, Wuliangye Yibin Co.Ltd(000858) price increases news, Baijiu rebound; A few sectors such as securities companies, engineering institutions, papermaking and automobiles rose. At the end of the year, affected by the expectation of taking off the cap, the st sector rose sharply, and more than 20 stocks rose by the limit; Vitamin, pork and tobacco concepts were among the top gainers. Yuan universe fell sharply, Col Digital Publishing Group Co.Ltd(300364) fell more than 12%. Software and telecom operations led the decline. More than 60 stocks in the two cities rose by 10% or more.
Hong Kong stocks: Hang Seng Index rose 0.55% and Hang Seng technology index fell 0.68%. Financial and real estate sectors led gains, while pharmaceutical and technology stocks were weak. The concept of e-cigarette broke out in the afternoon, and smore international rose nearly 15%. Netease cloud music broke on the first day of listing, closing down more than 2%.
Shanghai Shenzhen Gangtong: on December 2, BEIXIANG net bought 3.021 billion yuan. Among them, the net purchase of Shanghai Stock connect was 3.948 billion yuan and the net sale of Shenzhen Stock connect was 927 million yuan. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , Wuxi Apptec Co.Ltd(603259) , Gigadevice Semiconductor (Beijing) Inc(603986) received net purchases of 851 million yuan, 629 million yuan and 465 million yuan respectively. The first three stocks sold in net terms were Ganfeng Lithium Co.Ltd(002460) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Byd Company Limited(002594) , with net sales of 405 million yuan, 402 million yuan and 222 million yuan respectively.
dragon tiger list: on December 2, among the stocks on the list, the largest net capital inflow was Lingyi Itech (Guangdong) Company(002600) , with a net inflow of 270 million yuan on the third day. Data show that the stock closed within the daily limit, rising 18.47% in the three days. Shenzhen Stock connect, the top fund inflow, bought 148 million yuan on the third day. A total of 26 stocks were involved in the institutional participation list, of which 13 were net bought by the institution, Miracle Automation Engineering Co.Ltd(002009) was the most bought, with a total of 148 million yuan. In addition, 13 shares were sold by institutions, and Navinfo Co.Ltd(002405) was sold the most, amounting to 43.1544 million yuan.
margin trading : as of December 1, the balance of two financial transactions in Shanghai and Shenzhen was 1853.222 billion yuan, an increase of 537 million yuan over the previous trading day. Among them, the financing balance was 1726.953 billion yuan, an increase of 3 billion yuan over the previous trading day; The balance of securities lending was 126.269 billion yuan, a decrease of 2.463 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.9840% overnight, down 3.3 basis points; Seven days Shibor reported 2.1000%, down 2.1 basis points; Three month Shibor reported 2.4960%, up 0.2 basis points.
foreign exchange
On December 2, the central parity rate of RMB was reported at 6.3719, down 26 points, and the central parity rate of the previous trading day was reported at 6.3693. The onshore RMB closed at 6.3730 against the US dollar, down 25 basis points from the previous trading day=
property market observation
Securities Times: recently, 58 residents in the same city and anjuke released the November national housing index report in 2021. The report shows that in November 2021, the online average price of new houses in 65 cities under national key monitoring was 17415 yuan / m2, a slight decrease of 0.27% month on month, of which the online average price of new houses in 28 cities increased month on month. The average online listing price of second-hand houses was 16840 yuan / m2, a slight decrease of 0.33% month on month. The average listing price of second-hand houses in 14 of 65 cities in China showed an upward trend month on month. The listing price in 6 of the 10 cities that implemented the reference price system of second-hand houses decreased month on month.
interface news: according to the monitoring data of Shanghai Lianjia Research Institute, in November, 5697 new commercial houses were sold in Shanghai, a month on month decrease of 32% and a year-on-year decrease of 16%; The turnover was 37.1 billion yuan, down 25% month on month and 11% year on year; The average total price of each set was 6.5 million yuan / set, with a month on month increase of 11% and a year-on-year increase of 6%; The average transaction price was 56357 yuan / Ping, an increase of 6% month on month and 7% year-on-year.
international information
First finance and Economics: Shu jueteng, spokesman of the Ministry of Commerce, said that since this year, the trade between China and Russia has increased strongly. The trade volume of goods in the first 10 months was US $115.6 billion, which has exceeded the scale of last year and reached a record high.
interface news: Peskov, press secretary of the Russian President, said: “The inflation rate has not risen sharply, and the inflation rate is already high, which raises concerns. This issue has always been on the agenda of the president and the government and is being dealt with. In fact, the measures taken by the government help to avoid a sharp rise, but the inflation rate is high, higher than we expected and higher than expected.”
futures market
China Futures: most of China’s commodity futures closed down, with the energy and chemical sector leading the decline. PVC, ferrosilicon, pig, iron ore and urea fell by more than 3%, manganese silicon, rubber, iron ore, asphalt and coking coal fell by more than 2%, and power coal, fuel oil, coke, apple and Shanghai aluminum fell by more than 1%. Glass, pulp and cotton rose by more than 2%, thread, corn and styrene rose by more than 1%.
International Futures: on Thursday, US Eastern time, international oil prices rose. As of the close, January crude oil futures in New York closed up US $0.93, or 1.42%, to US $66.50/barrel; Brent February crude oil futures closed up $0.80, or 1.16%, at $69.67/barrel. The international gold price fell. As of the closing, the February 2022 gold futures price, the most active trading in the gold futures market of the New York Mercantile Exchange, fell by US $21.6 compared with the previous trading day to close at US $1762.7 per ounce, down 1.21%.
overseas index
U.S. stock market: on Thursday, Eastern time, the three major U.S. stock indexes closed higher. As of the close, the Dow rose 617.75 points, or 1.82%, to 34639.79; The NASDAQ rose 127.27 points, or 0.83%, to 15381.32; The S & P 500 index rose 64.06 points, or 1.42%, to 4577.10.
European stock market: on Thursday, European time, the main indexes of European stocks fell across the board. As of the close, the UK FTSE 100 index closed at 7129.21, down 39.47 points or 0.55% from the previous trading day; France CAC40 index closed at 6795.75 points, down 86.12 points or 1.25% from the previous trading day; Germany DAX30 index closed at 15263.11, down 209.56 points or 1.35% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed down 157.12 points, or 0.56%, at 27778.50. South Korea’s Kospi index closed up 41.02 points, or 1.41%, at 2940.74.
