daily collection
Xinhua News Agency: Liu he was invited to attend the 9th China EU forum Hamburg summit by video and delivered a keynote speech. Liu he said that since this year, China’s economy has continued to recover, and the growth, employment, prices and balance of payments are generally normal. It is expected that the annual economic growth will exceed the expected target. Looking forward to next year, we will maintain the continuity, stability and sustainability of macro policies, make more efforts to stimulate the vitality of micro subjects, create good expectations for the market and create a better environment for small and medium-sized enterprises and foreign-funded enterprises. We have full confidence in China’s economy next year.
National Bureau of Statistics: in November, China’s Manufacturing Purchasing Manager Index (PMI) was 50.1%, up 0.9 percentage points from the previous month, above the critical point, and the manufacturing industry returned to the expansion range.
financial Associated Press: Shanghai Environment Group Co.Ltd(601200) Lai Xiaoming, chairman of energy exchange, said at the fifth global scientific and Technological Innovation Conference and global green digital intelligence development forum in 2021 today that actively promoting the market entry and trading of non controlled emission enterprises has been included in the work process of the competent authorities. In other words, investment institutions should be introduced into the national carbon market. Actively promote the expansion of industry coverage. Now it is the power industry, and two to three industries may be added next year, striving to bring all eight emission control industries into the national carbon market during the 14th Five Year Plan period. Strengthen carbon product innovation, and actively study and promote carbon derivatives trading.
financial Associated Press: Longji’s official website adjusted the official quotation of monocrystalline silicon on November 30. The price of silicon wafers of all sizes decreased by 0.41 yuan / piece ~ 0.67 yuan / piece, with a decrease of 7.2% ~ 9.8%.
macroeconomic
Securities Times: according to the Ministry of industry and information technology on the 30th, the Ministry of industry and information technology recently issued a notice on printing and distributing the “14th five year plan” big data industry development plan. The development plan proposes that by 2025, the estimated scale of the big data industry will exceed 3 trillion yuan, the average annual compound growth rate will be maintained at about 25%, and a modern big data industry system with strong innovation, high added value and self-control will be basically formed.
financial Associated Press: the Ministry of transport and other eight departments issued opinions to strengthen the protection of the rights and interests of employees in new transportation formats. Suggestions are put forward to improve the benefit distribution mechanism of the platform and employees. Local relevant departments shall urge online taxi reservation platform enterprises to announce pricing rules and income distribution rules to drivers, passengers and other interested parties. After each order is completed, the driver side shall simultaneously list the total amount paid by passengers and the driver’s labor remuneration, and show the proportion of the total amount paid by passengers minus the driver’s labor remuneration to the total amount paid by passengers, Protect the driver’s right to know and supervision.
first finance and Economics: the CBRC promulgated the measures for the supervision and administration of insurance group companies. On the basis of single legal person supervision, the CBRC carried out comprehensive and continuous consolidated supervision on the capital, finance and risks of insurance groups, and identified, measured, monitored and evaluated the overall risks of insurance groups. Based on consolidated supervision, the cbcirc may adopt direct or indirect supervision, comprehensively monitor the risks of all member companies of the insurance group through insurance group companies or other regulated member companies according to law, and take corresponding measures if necessary.
China Securities Journal: it is reported that the rescue asset management plan previously established by some securities companies violates the original intention of the policy, and there are problems such as the flow of funds does not conform to the spirit of the policy. The CSRC urges all securities companies to strengthen their awareness of the overall situation, correct their positions, standardize the use of the rescue asset management plan, and return to the source of supporting the development of private enterprises. Next, the relevant departments of the CSRC, together with the Securities Industry Association and the fund industry association, will continue to pay attention to the operation compliance of the rescue asset management plan, strengthen the supervision during and after the event, and strictly deal with the acts that violate the spirit of the rescue policy according to law.
industry dynamics
Nanfang finance and Economics Network: recently, Xia Nong, a first-class inspector of the industry department of the national development and Reform Commission, attended and delivered a speech at the 2021 exchange meeting on high-quality development of private iron and steel economy held by the all China Metallurgical chamber of Commerce. Xia Nong pointed out that during the “14th five year plan” period, private iron and steel enterprises should unswervingly prohibit new production capacity, implement the requirements of carbon peak and carbon neutralization, accelerate merger and reorganization, strengthen the innovation and industrial application of process equipment such as energy conservation and consumption reduction and pollutant emission reduction, and achieve high-quality development.
surging news: on November 30, it was learned that China Petroleum & Chemical Corporation(600028) group held a cloud launch ceremony in Beijing, Urumqi and Kuqa, Xinjiang, and announced that the construction of China Petroleum & Chemical Corporation(600028) Xinjiang Kuqa green hydrogen demonstration project, China’s first 10000 ton photovoltaic green hydrogen demonstration project, was officially started. This is the largest photovoltaic green hydrogen production project under construction in the world. After being put into operation, the annual output of green hydrogen can reach 20000 tons, which is of great significance to promote the development of green hydrogen industry chain, promote the transformation and upgrading of energy industry, promote the economic and social development of Xinjiang and ensure national energy security.
21 finance and Economics: the 21st Century Business Herald reporter learned from various channels that the newly signed contract price of Wuliangye Yibin Co.Ltd(000858) dealers will change next year. The unplanned price of 52 degree eighth generation Wuliangye Yibin Co.Ltd(000858) will be increased from 999 yuan / bottle to 1089 yuan / bottle, the planned price will be 889 yuan / bottle, and the planned and unplanned contract volume will be 3:2.
China Central Television finance and Economics: recently, the price of pork has begun to rebound, which has increased significantly compared with some time ago. The reporter learned in front of the pork stall in Hedong market, Maoming City, Guangdong Province that the pork price began to fall in the first half of this year. At the lowest time, the wholesale price fell below 7 yuan, but recently, the pork price began to rebound strongly, with an increase of several yuan to more than ten yuan per kilogram, 23 yuan per kilogram of lean meat and 28 yuan per kilogram of ribs, an increase of more than 50% compared with the previous lowest time.
stock market focus
financial Associated Press: Guotai Junan Securities Co.Ltd(601211) Wang Zhengzhi, chief analyst of new shares, said that when talking about “how to look at the registered IPO market under the new regulations”, from the perspective of the process of market-oriented reform in the history of a shares, market-oriented issuance will bring fierce game confrontation between buyers and sellers, and finally reach the equilibrium pricing level of both buyers and sellers, so in the process of making new quotations in the future, We must accept that the invincibility of new shares is a thing of the past, and the breaking rate of 20% in the future may be the norm. Secondly, we need to be more cautious about the selection of individual shares with certain breaking characteristics (high raising proportion, high absolute value issuance, etc.).
Shanghai Securities News: on the disk yesterday, the hot spots on the disk were relatively scattered, the speculation of subject stocks was active again, the performance of small and medium-sized stocks was better than heavyweights, and the CSI 1000 index hit a new high in more than four years. The quarterly index review results of November previously announced by MSCI, an international index preparation company, came into force after the closing yesterday. Because the passive index of passive funds was transferred to the warehouse, yesterday’s late auction stage, the northern capital once again triggered a symbolic pulse market. In this adjustment, 50 A-share targets were added to MSCI China A-share index and 29 targets were excluded. Among them, a number of newly added stocks on the science and Innovation Board significantly amplified the stock price fluctuation at the end of the day due to the relatively small circulation.
Securities Times website: the latest strategy monthly report of Ping An Securities believes that the current market environment is mild. It is suggested to pay attention to the effect of marginal improvement of policies and grasp the high boom plate driven by policies and industrial trends in the medium and long term. The bottom of the market is supported by the improvement of economy month on month + steady and loose liquidity. The central bank’s monetary policy implementation report releases a wide credit signal, and the market as a whole is expected to fluctuate upward. In terms of structure, the current medium and long-term driving forces deserve more attention than short-term factors. It is suggested to focus on three directions of industrial upgrading: first, scientific and technological innovation, including high-end manufacturing and digital economy; Second, green transformation related sectors; Third, the consumption sector with partial adjustment in the early stage and marginal improvement in market expectation.
financial Associated Press: sun Xiuzhen, deputy director of Shenzhen regulatory bureau of China Securities Regulatory Commission, said that in the first three quarters of 2021, listed companies in Shenzhen obtained 247.089 billion yuan of long-term development funds through the capital market, realized 4.1 trillion yuan of operating revenue and 393.138 billion yuan of net profit, with a year-on-year increase of 16.4% and 6.7% respectively. In 2020, 248 listed companies in the jurisdiction launched dividend schemes, and the dividend accelerated to a record high, of which 98.8% included cash dividends.
Securities Times Network: on November 30, China Merchants Securities Co.Ltd(600999) strategy chief Zhang Xia said that there were relatively few capital inflows in the stock market this year, and there was a stock game in the market. When estimating the incremental funds in 2022, he pointed out that considering the needs of the capital market to support the real economy, the net incremental funds next year are expected to exceed 600 billion yuan.
Subscription of new shares: Dizhe pharmaceutical and Dongxin shares
new debt subscription: none
IPO: Xindao technology, dingyang Technology
new bond listing: none
company news
Shanghai International Airport Co.Ltd(600009) : plans to purchase the assets of the controlling shareholder airport group by RMB 19.13 billion
Poly Developments And Holdings Group Co.Ltd(600048) : it is proposed to issue asset-backed securitization products of rental housing of no more than 10 billion yuan
Zhejiang Huayou Cobalt Co.Ltd(603799) : signed a strategic cooperation agreement with Beijing Easpring Material Technology Co.Ltd(300073)
Zhejiang Century Huatong Group Co.Ltd(002602) : subsidiary Shengqu game signed a framework agreement on intermodal cooperation with Tencent
Wingtech Technology Co.Ltd(600745) : in response to the needs of specific overseas customers, the first batch of mass-produced products have been delivered
Beijing Sanju Environmental Protection & New Materials Co.Ltd(300072) : plans to acquire 70% equity of American coking company with RMB 1.279 billion
Shandong Lukang Pharmaceutical Co.Ltd(600789) : it is proposed to allot shares at a ratio of 10:3 and raise no more than 1 billion yuan
Cambricon Technologies Corporation Limited(688256) : pre bid Intelligent Computing Center infrastructure construction project
Xinjiang Guotong Pipeline Co.Ltd(002205) : won the bid for the pipe fittings procurement project of Anhui water conservancy Longhekou diversion project
Porton Pharma Solutions Ltd(300363) : received a new batch of purchase orders from a large pharmaceutical company in the United States
Guangzhou Jointas Chemical Co.Ltd(002909) : it is proposed to repurchase shares of 20 million yuan to 40 million yuan
Pan Asian Microvent Tech (Jiangsu) Corporation(688386) : Jiangsu Nanfang Bearing Co.Ltd(002553) it is proposed to reduce no more than 2% of the shares of the company
Lotus Health Group Company(600186) : Runtong No. 2 plans to reduce no more than 3% of the shares of the company
* ST Zhongtai: the court ruled to approve the reorganization plan
data list
Shanghai and Shenzhen Stock Markets: on November 30, after the high opening of the two markets, there was a weak shock, the yellow and white lines of the stock index were separated, and small cap stocks were active; Nearly 3000 stocks in the two cities rose. Digital currency and information security rose sharply, and the covid-19 detection concept rose in the afternoon. As of the closing, the Shanghai index rose 0.03%, and the Shanghai index rose 0.47% for the whole month; The Shenzhen Component Index fell 0.10% and the gem index fell 0.22%. The concept of digital currency has soared; Information security, software, covid-19 detection, military industry, etc. led the increase; Rare earth permanent magnet, Saline Lake lithium extraction, electronic cigarette, Baijiu and other top down. Nearly 90 stocks in the two cities rose by 10% or more.
Hong Kong stocks: Hong Kong Hang Seng Index fell 1.58%, Hang Seng technology index fell 1.16%, non-ferrous metal stocks and semiconductor sectors rose, tobacco concept and gas stocks fell, Huahong semiconductor rose more than 5% and China gas fell more than 20%. Sun City Group resumed trading, down 48%.
Shanghai Shenzhen Gangtong: on November 30, northbound capital sold a net 3.411 billion yuan. Among them, the Shanghai Stock connect sold a net 2.185 billion yuan and the Shenzhen Stock connect sold a net 1.226 billion yuan. Among the top ten traded stocks, Unigroup Guoxin Microelectronics Co.Ltd(002049) received a net purchase of 432 million yuan, Ganfeng Lithium Co.Ltd(002460) , Contemporary Amperex Technology Co.Limited(300750) received a net purchase of 373 million yuan and 208 million yuan respectively. In terms of net sales, Kweichow Moutai Co.Ltd(600519) , Cosco Shipping Holdings Co.Ltd(601919) , Wuliangye Yibin Co.Ltd(000858) were net sold by 936 million yuan, 590 million yuan and 558 million yuan respectively.
dragon tiger list: on November 30, among the stocks on the list, the largest net capital inflow was Unigroup Guoxin Microelectronics Co.Ltd(002049) , which was 540 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 2.97% throughout the day. Specifically, Shenzhen Stock connect net bought 430 million yuan. A total of 32 stocks were involved in the institutional participation list, of which 21 were net bought by the institution, Shanghai Moons’ Electric Co.Ltd(603728) was the most bought, with a net purchase of 129 million yuan in three days. In addition, 11 shares were sold by institutions, and Cosco Shipping Energy Transportation Co.Ltd(600026) was sold the most, amounting to 31.1549 million yuan.
margin trading : as of November 29, the balance of two financial transactions in Shanghai and Shenzhen was 1851.183 billion yuan, an increase of 1.895 billion yuan over the previous trading day. Among them, the financing balance was 1720.525 billion yuan, an increase of 2.727 billion yuan over the previous trading day; The balance of securities lending was 130.658 billion yuan, a decrease of 832 million yuan compared with the previous trading day.
Shibor : Shibor reported 2.1730% overnight, up 31.3 basis points; Shibor reported 2.2970% in 7 days, up 5.8 basis points; Three month Shibor reported 2.4920%, up 0.3 basis points.
foreign exchange
The central parity rate of RMB against the US dollar increased by 78 points to 6.3794 compared with the previous day, and the central parity rate appreciated to the highest since June 2, 2021. The onshore RMB closed at 6.3701 against the US dollar, up 120 points from the previous trading day.
property market observation
Securities Times website: according to the report of Shenzhen Special Zone newspaper on the 30th, on the 29th, the official website of Shenzhen housing and Construction Bureau issued the notice on matters related to the allocation of public rental housing in Phoenix Yinghui City, which launched 9672 houses at one time. The project will accept online subscription from today and is planned to be delivered in June next year.
interface news: eight departments, including Tianjin Municipal Commission of housing and urban rural development, Tianjin Municipal Development and Reform Commission, Tianjin Public Security Bureau, Tianjin Municipal Bureau of planning and resources, Tianjin municipal market supervision commission, Tianjin Taxation Bureau, Tianjin bancassurance Bureau and the network information office of Tianjin Municipal Party committee, jointly issued a notice and took three years to carry out a special action to standardize the order of the real estate market in Tianjin, Crack down on violations of laws and regulations in the real estate field. The special action will focus on the prominent problems in the four fields of real estate development, housing sales, housing leasing and property services.
Xinhuanetco.Ltd(603888) : the reporter learned from Xiamen natural resources and Planning Bureau on the 30th that the “measures for the implementation of building dormitory type indemnificatory rental housing with self owned land in Xiamen Industrial Park” has been issued and implemented, which supports industrial enterprises in the industrial park to use self owned land to build dormitory type indemnificatory rental housing, so as to solve the accommodation difficulties of employees Practical problems such as inconvenient commuting.
international information
CCTV news client: according to the data released by the European Bureau of statistics on November 30 local time, the inflation rate in 19 eurozone countries in November was 4.9%, higher than the previously expected 4.5%, the highest in nearly 25 years. Among them, the price of energy increased sharply by 27% year-on-year, and the price of other industrial products and services except fuel, food, tobacco and alcohol increased by 2.6% year-on-year, which is also higher than the 2% standard set by the EU.
financial Associated Press: the United Nations Conference on Trade and development (UNCTAD) said that the global commodity trade exceeded US $5.6 trillion in the third quarter of 2021, a record high, and will remain near this level in the last three months of this year. UNCTAD said in its report that the global trade in goods and services is expected to increase to about $28 trillion in 2021, an increase of about $5.2 trillion over 2020 and $2.8 trillion higher than 2019.
futures market
China Futures: most of China’s commodity futures closed down, with the energy sector leading the decline. Low sulfur fuel oil fell by more than 7%, LPG fell by more than 6%, fuel oil, cotton yarn, crude oil and cotton fell by more than 5%, soybean oil, palm, staple fiber and urea fell by more than 3%, and ferrosilicon, peanuts, rubber, eggs and ethylene glycol fell by more than 2%. Coking coal rose by more than 3%, and pulp, iron ore and power coal rose by more than 2%.
International Futures: WTI January crude oil futures closed down US $3.77, or 5.39% to US $66.18/barrel. The gold futures price of February 2022, the most active trading in the gold futures market of the New York Mercantile Exchange, fell by US $8.7 on the 30th compared with the previous trading day to close at US $1776.5 per ounce, a decrease of 0.49%.
overseas index
US stock market: US stocks closed down across the board, with the Dow down 1.86%, the NASDAQ down 1.55% and the S & P 500 down 1.90%.
European stock market: London stock market, the financial times 100 stock average price index closed at 7059.45 on November 30, down 50.50 points or 0.71% from the previous trading day. France Paris Stock Market CAC40 index closed at 6721.16, down 55.09 points or 0.81% from the previous trading day; Germany’s Frankfurt DAX index closed at 15100.13, down 180.73 points or 1.18% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed down 471.42 points, or 1.67%, at 27812.50. South Korea’s Kospi index closed down 2.52%, the lowest close since December 29, 2020.
