daily collection
CSRC website : Recently, foreign media reported that the CSRC would prohibit vie enterprises from listing abroad. Is this news true? The CSRC said: we have noticed the reports of relevant media, and this news is not true.
Economic Daily: as China speeds up the construction of a new development pattern with China’s big cycle as the main body and China’s international double cycle promoting each other, we should adhere to the system concept, coordinate development and security, coordinate China and the world, improve the independent supply capacity of energy and minerals, the toughness of supply chain and industrial chain, as well as the global allocation capacity of resources and the security protection of overseas interests. We should strengthen the unified planning for the investigation, exploration, development and utilization of strategic minerals, establish a safe and reliable energy and mineral reserve, supply and guarantee system, and improve the adaptability of the energy and mineral supply system to China’s demand. Improve the utilization efficiency of energy and minerals and establish a scientific and reasonable recycling model. At the same time, we will strengthen the guarantee capacity of energy and minerals and build a core area for the stable supply of strategic mineral resources.
first finance and Economics: Wuliangye Yibin Co.Ltd(000858) there was an official response to the brewing price increase of the eighth generation Wuliangye Yibin Co.Ltd(000858) of core products. Wuliangye Yibin Co.Ltd(000858) today told the first financial reporter that the company did implement 889 yuan for the eighth generation Wuliangye Yibin Co.Ltd(000858) , the basic volume price remained unchanged, and the incremental price (including group purchase) was adjusted to 1089 yuan, so as to achieve high-quality products on the market as planned.
financial Associated Press: the Ministry of ecology and environment said on Wednesday that the second round of the fifth batch of central ecological and environmental protection inspectors was fully launched. The four central eco-environmental protection supervision teams carried out one month’s supervision work in four provinces (regions) of Heilongjiang, Guizhou, Shaanxi and Ningxia. In the supervision, focus on the implementation of ecological and environmental protection requirements in the implementation of major national strategies; Strictly control the blind launching of “two high” (high energy consumption and high emission) projects and the “look back” implementation of capacity; Major ecological damage, environmental pollution, ecological and environmental risks and treatment, etc.
macroeconomic
Securities Times website: the PMI of Caixin China’s manufacturing industry in November announced on December 1 recorded 49.9, down 0.7 percentage points from October, and again below the boom and bust line after August, reflecting the slowdown in the repair process of the manufacturing industry.
China Central Television finance and Economics: recently, pork prices began a new round of rise. The reporter learned in the interview that the recent rise in pork prices is mainly driven by consumption. Every autumn, due to the drop of temperature and more traditional festivals in autumn and winter, meat consumption will increase. According to the monitoring of 500 markets by the Ministry of agriculture and rural areas, in the fourth week of November, the average retail price of pork in the national market was 28.62 yuan, 40% lower than that in October 2020 and more than half lower than the historical highest price of 59.64 yuan in February 2020. Xin Guochang, deputy director of the animal husbandry and Veterinary Bureau of the Ministry of agriculture and rural areas, said that from the absolute level of the current price, it is at a more reasonable level. The relevant person in charge of the Ministry of agriculture and rural areas said that with the approaching of new year’s day and Spring Festival and the increase of consumption, pork prices are expected to maintain the current level, and there is little possibility of a sharp rise.
financial Associated Press: recently, the national development and Reform Commission, the Ministry of industry and information technology, the Ministry of ecological environment, the Ministry of transport and China Railway Group jointly issued the notice on establishing a special class for the coordination and guarantee of chemical fertilizer production to stabilize the supply of chemical fertilizer in the future. The Ministry and local governments established a special class for the coordination and guarantee of chemical fertilizer production in accordance with the principle of “one enterprise, one policy”, Take the initiative to help key fertilizer production enterprises, coordinate and solve the difficulties and problems affecting the improvement of production and operation level. The scope of key fertilizer production enterprises involved in the notice covers about 70% of the production capacity of urea and ammonium phosphate, and about 90% of the production capacity of potassium fertilizer, which can effectively ensure the production and supply of fertilizer for spring ploughing next year.
interface news: on December 1, China Cotton Reserve Management Co., Ltd. announced that considering the current cotton market situation and with the consent of relevant departments, the release of the second batch of central reserve cotton will be suspended from December 1, 2021. If there are great changes in the cotton market in the later stage, the central reserve cotton supply will be restarted in due time according to the market situation and regulatory needs.
industry dynamics
Securities Times: in the third quarter of 2021, the cbcirc and its dispatched offices received and transmitted insurance consumption complaints involving insurance companies, with a year-on-year increase of 18.35%. Among them, 16669 property insurance companies were involved, with a year-on-year increase of 5.57%, accounting for 41.01% of the total complaints; 23980 life insurance companies, with a year-on-year increase of 29.23%, accounting for 58.99% of the total complaints. PICC Property Insurance ranks first in the number of complaints from property insurance companies. Ping An Life ranked first in the number of complaints from life insurance companies.
financial Associated Press: Tao Lin, vice president of Tesla, said that Tesla‘s Shanghai factory is expected to achieve the goal of producing 500000 vehicles this year, and the Shanghai factory has localized more than 90% of its supply chain.
interface news: according to the latest data of silicon branch of China Nonferrous Metals Industry Association, the price range of China’s single crystal re feeding this week was 267000-275000 yuan / ton, and the average transaction price remained unchanged at 272200 yuan / ton; The price range of single crystal compact is 265000-273000 yuan / ton, and the average transaction price remains unchanged at 269900 yuan / ton. The overall turnover of silicon material this week was very light. The vast majority of silicon material enterprises had no new orders. They mainly executed the signed orders in the early stage, and only a few scattered orders and supplementary orders of individual enterprises were traded at a stable price.
Securities Times Network: according to the news of the national development and Reform Commission on December 1, the energy and power supply of Guangdong, Guangxi, Hainan, Guizhou and Yunnan in the China Southern Power Grid region is stable and good. In 2021, nearly 200 million tons of medium and long-term coal contracts were signed, realizing full coverage of medium and long-term coal contracts for power generation and heating. The average available days of coal storage in power plants are more than 20 days, and more than 30 days in Guangxi and Guizhou.
stock market focus
first finance and Economics: * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) announced that the stock price fluctuated greatly recently, deviated from the company’s fundamentals, and was suspended for verification.
Securities Times: Anxin Securities believes that maintaining the structural bull under the asset shortage is the judgment of the current medium-term trend of a shares. In December, risks and opportunities coexist. At present, opportunities outweigh risks. In terms of configuration direction: first, layout the high prosperity track next year in advance, especially after the wide credit policy is confirmed, the high prosperity and long track represented by “Ning combination”, as well as the high elasticity directions such as small and medium-sized growth and meta universe. Second, the prosperity of downstream consumer varieties with reasonable valuation has improved. Focus: photovoltaic, new energy vehicles, semiconductors, computers, the yuan universe, Baijiu, automobiles, express delivery and so on.
21 finance and Economics: FTSE Russell adjusted the constituent stocks of FTSE China A50 Index, included Eve Energy Co.Ltd(300014) , Haier Smart Home Co.Ltd(600690) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , and excluded Anhui Conch Cement Company Limited(600585) , Midea Group Co.Ltd(000333) , Sany Heavy Industry Co.Ltd(600031) .
Once a year, first financial: Haitong Securities Company Limited(600837) said that the operation focused on two directions. First, the consumption was warming up, especially the Baijiu plate. The wholesale price of Baijiu began to stabilize and recover. The eighth generation Wuliangye Yibin Co.Ltd(000858) took the lead in raising the price of 80 yuan / bottle, or 9%, and the annual dealer conference to be held in mid and late 12. Plus the Spring Festival is the peak season for Baijiu sales, and the medium-term opportunity of Baijiu plate is good. The second is the new energy vehicle industry. Although the current valuation of the industry is high, based on the evolution of the smartphone industry in 2010, its penetration rate began to accelerate after breaking through 15%. At present, the penetration rate of medium Shanxi Guoxin Energy Corporation Limited(600617) vehicles has reached 12.1%. The third quarterly report still maintains a high boom, and the penetration rate is expected to accelerate in the future. It is worthy of attention for a long time after gradually digesting the valuation.
Subscription of new shares: Mengtian home, Baiji Shenzhou
new debt subscription: none
IPO: joy Zhixing
listing of new bonds: establishment of research convertible bonds
company news
Andon Health Co.Ltd(002432) : the actual output and actual sales cannot be inferred from the production capacity
Zhejiang Huayou Cobalt Co.Ltd(603799) : the laterite nickel hydrometallurgy project of Indonesia Huayue company will be put into trial production recently
Zhengzhou Qianweiyangchu Food Co.Ltd(001215) : increase the distribution price of some quick-frozen rice flour products
Fujian Yuanli Active Carbon Co.Ltd(300174) : plans to invest 210 million yuan to establish a joint venture with YIHAI KERRY
Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) : controlling shareholders and actual controllers receive the supervision letter of Shenzhen Stock Exchange
Fujian Longma Environmental Sanitation Equipment Co.Ltd(603686) : 9 environmental sanitation service projects were pre won in November, with a total contract amount of 211 million yuan
Guangdong Lyric Robot Automation Co.Ltd(688499) : won the bid for honeycomb energy lithium battery equipment project, with a total amount of 876 million yuan
Far East Smarter Energy Co.Ltd(600869) : in November, the subsidiary won the contract orders of more than 10 million yuan, totaling 1.333 billion yuan
Ping An Insurance (Group) Company Of China Ltd(601318) : has repurchased 77765100 A shares, costing nearly 3.9 billion yuan
Suzhou Industrial Park Heshun Electric Co.Ltd(300141) : the controlling shareholder intends to transfer 5% of the company’s shares by agreement
Guangdong Huiyun Titanium Industry Co.Ltd(300891) : Chaoyang investment plans to reduce no more than 4.5% of the shares of the company
Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) : free transfer of controlling shareholder’s equity
Nantong Jiangshan Agrochemical & Chemicals Co.Ltd(600389) : planned termination of major asset restructuring
data list
Shanghai and Shenzhen Stock Markets: on December 1, the stock indexes of the two markets were divided, and the Shanghai index performed strongly. As of the close, the Shanghai index rose 0.36%, the Shenzhen composite index fell 0.01% and the gem index fell 0.64%. Theme stocks are active. The concept of tobacco rose sharply, Shanghai Shunho New Materials Technology Co.Ltd(002565) and other 8 stocks rose. The concept of hydrogen energy rose sharply, and several stocks such as Beijing Jingcheng Machinery Electric Company Limited(600860) rose by the limit. The concept of phosphorus chemical industry rose in the afternoon and Hubei Yihua Chemical Industry Co.Ltd(000422) rose by the limit. Papermaking, coal, oil, environmental protection and carbon trading led the increase. Cultivation of diamonds and covid-19 detection led the decline. Longi Green Energy Technology Co.Ltd(601012) cut the price of silicon wafer, and the share price fell nearly 4%, with a turnover of more than 10 billion yuan. More than 100 stocks in the two cities rose by 10% or more.
Hong Kong stocks: Hang Seng Index closed up 0.78%, ending three consecutive declines; The Hang Seng technology index rose 0.5%. Large technology stocks rebounded stronger, with Netease up 4% and meituan up 2%. New energy vehicle stocks rose, with ideal vehicles up more than 8% and Xiaopeng vehicles up more than 7%.
Shanghai Shenzhen Hong Kong stock connect: on December 1, BEIXIANG net bought 3.001 billion yuan. Among them, the net purchase of Shanghai Stock connect was 3 billion yuan and that of Shenzhen Stock connect was 870000 yuan. Among the top ten traded stocks, Unigroup Guoxin Microelectronics Co.Ltd(002049) , Wuxi Apptec Co.Ltd(603259) , Eve Energy Co.Ltd(300014) net purchases ranked among the top three, with net purchases of 650 million yuan, 564 million yuan and 482 million yuan respectively. In terms of sales, Ganfeng Lithium Co.Ltd(002460) was net sold by 533 million yuan, with the net sales ranking first; Gotion High-Tech Co.Ltd(002074) and Longi Green Energy Technology Co.Ltd(601012) were sold net of 358 million yuan and 354 million yuan respectively.
dragon tiger list: on December 1, among the stocks on the list, the largest net capital inflow was Shanxi Meijin Energy Co.Ltd(000723) , which was 190 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 7.48% throughout the day. Specifically, Huaxin Shanghai Branch bought a net of 93.3648 million yuan. A total of 27 stocks were involved in the institutional participation in the dragon and tiger list, of which 19 were net bought by the institution, Hubei Yihua Chemical Industry Co.Ltd(000422) was the most bought, with a total of 91.7166 million yuan. In addition, 8 shares were sold by institutions, and Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) was sold the most, amounting to 49.4083 million yuan.
margin trading : as of November 30, the balance of two financial transactions in Shanghai and Shenzhen was 1852.685 billion yuan, an increase of 1.502 billion yuan over the previous trading day. Among them, the financing balance was 1723.953 billion yuan, an increase of 3.428 billion yuan over the previous trading day; The balance of securities lending was 128.732 billion yuan, a decrease of 1.926 billion yuan compared with the previous trading day.
Shibor : Shibor reported 2.0170% overnight, down 15.6 basis points; Seven days Shibor reported 2.1210%, down 17.6 basis points; Three month Shibor reported 2.4940%, up 0.2 basis points.
foreign exchange
The central parity rate of RMB against the US dollar rose 101 points to 6.3693 compared with the previous day, and the central parity rate rose to the highest since June 1, 2021. The onshore RMB closed at 6.3705 against the US dollar at 16:30 on December 1, down 4 points from the previous trading day.
property market observation
Hangzhou Daily: on the morning of December 1, the official website of Hangzhou municipal government announced the measures of Hangzhou Municipality for the administration of jointly owned property rights guaranteed housing, which defined the construction mode, house type and area, price management, purchase conditions and purchase procedures of jointly owned property rights guaranteed housing. The affordable housing for registered residence and stable household employment is provided for the urban registered residence and the household property with the property right of the government and the house purchase.
daily economic news: Hunan Zhang Jia Jie Tourism Group Co.Ltd(000430) Real Estate Industry Association recently issued the proposal on promoting the stable and healthy development of our city’s real estate industry. The proposal suggests that real estate enterprises should actively assume social responsibility, ensure complete sales procedures in the sales process, and ensure the openness and transparency of housing information. At the same time, ensure that the house quality meets the standard and strictly perform the contract. Strengthen distribution management, avoid false publicity, eliminate market kidnapping caused by High Commission distribution, and do not maliciously reduce prices. The sales price of commercial housing shall not be higher than the record price and shall not be lower than 80% of the record price.
financial Associated Press: according to the latest data from the official platform of Shenzhen, a total of 2118 second-hand houses were sold in Shenzhen in November this year, up 32% month on month compared with 1605 in October. In November, the transaction area of second-hand houses was 20700 square meters, down 60.09% year-on-year.
international information
interface news: according to a data released by the Ministry of industry, trade and resources of South Korea on the 1st, South Korea’s export volume in November was US $60.44 billion, an increase of 32.1% over the same period last year. The monthly export volume exceeded US $60 billion for the first time since South Korea began trade statistics in 1956.
CCTV news client: on the morning of December 1 local time, the organization for economic cooperation and Development released the latest global economic outlook report. The report predicts that the global economy will continue to recover in 2022. According to the report, after the global economy rebounded by 5.6% in 2021, the global economy is expected to grow by 4.5% in 2022 and slow to 3.2% in 2023. Due to the different economic status of various countries, the economic recovery of various regions will also reflect the characteristics of imbalance. The economic rebound has not yet fully recovered the global economy from the impact of covid-19 epidemic.
futures market
China Futures: China commodity futures closed mixed. The main contract of pulp rose by more than 6%, coke rose by more than 5%, thread, hot coil, ferrosilicon and glass rose by more than 3%, soda ash and styrene rose by more than 2%, and manganese silicon, iron ore, power coal and methanol rose by more than 1%. LPG, fuel oil and crude oil fell by more than 3%, and low sulfur fuel oil, eggs and PTA fell by more than 1%.
International Futures: oil prices in New York fell on the 1st. The price of New York light crude oil futures for delivery in January 2022 fell by US $0.61 to close at US $65.57 per barrel. 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 $7.8 on the 1st compared with the previous trading day to close at US $1784.3 per ounce, or 0.44%.
overseas index
U.S. stock market: the CDC confirmed the discovery of the first case of Omicron virus infection in the United States. The three major indexes of U.S. stocks collectively closed down, with the Dow down 1.34%, the NASDAQ down 1.83% and the S & P 500 down 1.18%.
European stock market: London stock market, the financial times 100 stock average price index 1 closed at 7168.68, up 109.23 points or 1.55% from the previous trading day. France Paris Stock Market CAC40 index closed at 6881.87, up 160.71 points or 2.39% over the previous trading day; Germany’s Frankfurt DAX index closed at 15472.67, up 372.54 points or 2.47% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed up 0.4% to 27935.62. South Korea’s Kospi index closed up 2.14%, the largest one-day increase since February 25.
