daily collection

CSRC: will strictly implement the requirement of “zero tolerance”, strengthen the law enforcement of violations in the capital market, severely crack down on all kinds of violations, and continue to purify the capital market environment. At the same time, implement the provisions of the measures, timely respond to and solve new situations and problems in the implementation of the commitment system of the parties to the administrative law enforcement of securities and futures, protect the legitimate rights and interests of investors according to law, maintain an open, fair and just capital market order, and promote the steady and healthy development of the capital market.

Shangguan news: the reporter learned that the CSRC recently approved to carry out the pilot transfer of private equity and venture capital shares in the Shanghai regional equity market. The pilot share transfer will be carried out relying on Shanghai equity custody trading center, gradually broaden the exit channels of private equity and venture capital, promote the integrated development of private equity funds and regional equity market, and help smooth the circulation of financial and industrial capital. At the same time, the reply also requires all parties to strictly abide by the bottom line of private placement supervision, control the access of qualified investors, and strictly implement the territorial responsibility of daily supervision and risk disposal.

Securities Times website: the Ministry of Finance issued the outline of the 14th five year plan for accounting reform and development. The outline proposes to focus on the requirements of deepening financial and accounting supervision, strengthen the inspection of listed companies, state-owned enterprises, financial enterprises and other entities and relevant accounting firms according to law, and strengthen the administrative punishment and public exposure of illegal acts. Optimize the law enforcement inspection mechanism, unify law enforcement standards, plan law enforcement plans, integrate law enforcement forces, and improve the professionalism and authority of law enforcement inspection.

China Securities Journal: the reporter learned on November 29 that relevant departments are promoting the formulation of the regulations on the supervision and administration of listed companies. Among them, the regulations will make specific arrangements for the relevant rules of independent directors. Experts said that the rules for independent directors of listed companies (Draft for comments) recently released by the CSRC is a revised restatement of the existing rules for independent directors, not a reform of the current independent director system. They called for strengthening the independence of independent directors, improving the appointment procedures of independent directors and strengthening the specific procedural rules of independent directors in related party transactions and information disclosure.

Shanghai Securities News: recently, Shanghai, Chongqing, Henan and other places have successively introduced local subsidy policies for hydrogen energy, which not only involves the whole industrial chain, but also has a large subsidy intensity. The hydrogen energy industry has been on the wind. The reporter of Shanghai Securities News learned that after a long period of planning and discussion, the national hydrogen energy top-level design is expected to speed up the release to the public. This is a medium and long-term plan involving the hydrogen energy industry, which will play a leading role in the sustainable development of the hydrogen energy industry in the future.

macroeconomic

CCTV news: recently, the development and Reform Commission of Shanxi Province issued a notice to liberalize the on grid electricity price of all coal-fired power generation. All coal-fired power generation has entered the power market, and the on grid price is formed within the range of “benchmark price + up and down floating” through market transactions. The up and down floating range is no more than 20% on the basis of Shanxi coal-fired power generation benchmark price of 0.3320 yuan / kwh in principle. The spot price of electricity is not limited by the above range; The market transaction price of high energy consuming enterprises is not subject to the upward limit of 20%.

interface news: recently, the price department of the national development and Reform Commission held a symposium for key coal production enterprises to listen to opinions and suggestions on improving the price formation mechanism of the coal market. Participating enterprises believe that recently, the state has comprehensively taken a series of measures to strengthen the regulation of the coal market and guide the coal price to gradually return to a reasonable range, which has played an important role in ensuring the current safe and stable supply of energy and is also conducive to the sustainable and healthy development of the coal industry.

Economic Daily: recently, the food and Drug Crime Investigation Bureau of the Ministry of Public Security issued a notice to further strengthen the crackdown on prominent criminal activities in the field of drug safety such as the illegal manufacture and sale of medical and American products. It is reported that this action focuses on key links such as medical and American product production and operation enterprises, medical and American service institutions and live delivery platform, “fighting the source, end dens, destroying the network, breaking the chain and chasing the flow”. For some time, some local medical and beauty fields have made and sold fake products, engaged in illegal employment, issued false advertisements, and committed fraud by means of “medical and beauty loans”. Medical and beauty accidents occur frequently, so it is urgent to strengthen governance. This action is conducive to enhancing consumers’ confidence in the medical and beauty industry, safeguarding consumers’ legitimate rights and interests, promoting the standardized operation and management and sustainable and healthy development of the industry, and making consumers more assured when enjoying medical and beauty services.

China Securities News: after verification by the reporter of China Securities News, recently, the education departments of Songjiang District and Jiading District of Shanghai plan to issue the government guidance price for training institutions: the person time per class of large class (more than 35 people) is about 40 yuan, the person time per class of medium class (10-35 people) is about 50 yuan, and the person time of small class (less than 10 people, including 1 to 1) is about 70 yuan.

industry dynamics

interface news: according to the national energy administration, up to now, the grid connected installed capacity of wind power in China has reached 300.15 million KW, breaking the 300 million KW mark, doubling compared with the end of 2016, 1.4 times the total installed capacity of wind power in the EU and 2.6 times that in the United States by the end of 2020. It has ranked first in the world for 12 consecutive years. At present, wind power accounts for about 13% of the total installed power supply in the country, and the power generation accounts for about 7.5% of the total electricity consumption in the whole society, an increase of 0.3 and 1.3 percentage points respectively compared with the end of 2020, and the contribution of wind power to the national power supply continues to increase.

China Securities Journal: the reporter learned from industry insiders that the top-level design of the bamboo industry may be released in the near future, and nearly 10 ministries and commissions will participate in the formulation of industry development plans. The planned development goal sets the total output value of the bamboo industry at the trillion level, directly pointing to the position of a world power in the bamboo industry, with special reference to the construction of innovative leading enterprises, industrial clusters and parks.

Securities Times: according to the price monitoring of business society, the market price of industrial grade and battery grade lithium carbonate in East China continued to rise steadily in November, and the rising momentum accelerated slightly near the end of the month. According to the lithium carbonate analysts of business society, the end of the year is approaching, and the advance of the Spring Festival holiday next year makes the purchasing sentiment in the downstream market relatively positive, and some enterprises have entered the state of raw material reserve. The superimposed market demand gap is still, and the short-term lithium carbonate price is expected to have upward space.

Securities Times: from January to October 2021, the top ten car manufacturers sold a total of 5018000 cars, accounting for 64.3% of the total car sales. Among the top ten car manufacturers in terms of sales volume, compared with the same period of last year, the sales volume of FAW Volkswagen and SAIC Volkswagen decreased rapidly, the decline of SAIC GM and GAC Toyota was slightly lower, other enterprises increased, and the growth rate of SAIC GM Wuling was the most significant.

stock market focus

website of Shenzhen Stock Exchange: according to the index preparation rules, Shenzhen Stock Exchange and Shenzhen Securities Information Co., Ltd. decided to regularly adjust the sample stocks of Shenzhen composite index, gem index and Shenzhen 100 index on December 13, 2021.

Shanghai Securities News: looking at the historical market of a shares, December every year often becomes a sensitive period of market variation. On the one hand, the rise and fall of individual stocks at the end of the year directly affect the annual ranking of the fund, and the warming of institutional game leads to increased index fluctuation; On the other hand, the focus of funds has shifted from the performance of the current year to the performance of the next year. The differences in the judgment of the macro environment and industry prospects will lead to differences in the direction of fund position adjustment.

Securities Times website: Guosen Securities Co.Ltd(002736) the latest research report believes that with the impact of epidemic situation, flood, production and power restriction and other factors gradually subsided, after entering the fourth quarter, the downward pressure on the economy has weakened compared with the third quarter, but compared with the rapid recovery in the first half of the year, the overall economy has entered a relatively stable and slow growth stage. On the other hand, under the background of low base and rising vegetable prices, inflation rose significantly at the end of the year, and the scissors difference between China’s PPI and CPI in October set a new record high since data were available. In the future, as the commodity price rise comes to an end and the pig cycle picks up, the scissors difference between PPI and CPI will narrow. From historical experience, during the period of narrowing the scissors difference between PPI and CPI, the downstream sectors such as consumption, real estate and medicine will get out of excess returns. At the same time, the high probability of superimposing the demand side will continue to decline marginally. It is still recommended to pay attention to the counter cyclical nature The consumption and pharmaceutical sectors with sufficient adjustment in the early stage.

financial Associated Press: at the Guotai Junan Securities Co.Ltd(601211) 2022 capital market cloud annual meeting, Chen Xianshun, chief analyst of Guotai Junan Securities Co.Ltd(601211) securities strategy, suggested paying attention to sectors such as finance, consumption and scientific and technological growth. In finance, it is recommended to recommend securities companies / banks with high valuation profit and cost performance and repair real estate problems; In terms of consumption, we recommend the pig / Baijiu / food / Automobile / Catering tour to improve competition pattern. In the section of science and technology growth, we recommend new energy subdivision track intelligent driving with high boom and VR / AR equipment companies with upward boom reversal.

China Securities Network: on November 29, the Shenzhen Stock Exchange issued a concern letter to Lakala Payment Co.Ltd(300773) requesting a specific analysis of the possible impact of the company’s relevant payment business in combination with the impact of the new regulations of the central bank on the payment market. The company believes that the provisions listed in the notice “will greatly enhance the company’s market scale and share” are based on and reasonable. Verify and explain whether the company’s response to the interactive questions is cautious and objective, whether there is speculation in the stock price, whether there is violation of relevant provisions on information disclosure, etc.

Subscription of new shares: Tongling shares and Jialian Technology

Subscription of new bonds: kovo convertible bonds

IPO: San Yang Ma (Chongqing) Logistics Co.Ltd(001317)

new bond listing: none

company news

Guangzhou Automobile Group Co.Ltd(601238) : GAC AEAN asset restructuring will be introduced into war investment to seek an appropriate time for listing

Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) : signed a strategic cooperation framework agreement on purchase and sales with Jintai potash

Haisco Pharmaceutical Group Co.Ltd(002653) : innovative drug hsk31858 new drug application accepted

Autobio Diagnostics Co.Ltd(603658) : the two products have obtained the medical device registration certificate

Guangzhou Haige Communications Group Incorporated Company(002465) : signed an order contract of 642 million yuan

Sanwei Holding Group Co.Ltd(603033) : plans to raise no more than 1 billion yuan from the controlling shareholder

China Fortune Land Development Co.Ltd(600340) : new debt of 7.325 billion yuan failed to be repaid on schedule

Tianqi Lithium Corporation(002466) : the syndicate agreed to extend the total domestic and overseas USD 1.884 billion from the maturity date

Shanghai Junshi Biosciences Co.Ltd(688180) : treprizumab injection was approved by the State Drug Administration

Zhejiang Conba Pharmaceutical Co.Ltd(600572) : subsidiary listed to transfer 25% equity of Deere pharmaceutical

Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) : intends to participate in the establishment of Shaanxi Qinlong Yaokang investment fund

Shandong Longda Meat Foodstuff Co.Ltd(002726) : pig sales revenue in October decreased by 64.62% year-on-year

China National Complete Plant Import And Export Co.Ltd(000151) : sign overseas project contracts not exceeding 816 million yuan

Xiamen Jihong Technology Co.Ltd(002803) : Deyang SASAC will become the actual controller of the company

data list

Shanghai and Shenzhen Stock Markets: on November 29, affected by the news of Omicron, a new variant of covid-19 virus, A-Shares opened low, then quickly rose, maintained a shock pattern, and individual stocks fell more and rose less. As of the close, the Shanghai index fell 0.04%, the Shenzhen Composite Index rose 0.22% and the gem index rose 1%. In terms of sectors, the covid-19 detection concept rose sharply throughout the day, Jiangsu Skyray Instrument Co.Ltd(300165) 20% limit, Jiangsu Bioperfectus Technologies Co.Ltd(688399) etc. rose by more than 10%; The concept of electronic cigarette also rose sharply, Shantou Dongfeng Printing Co.Ltd(601515) and other daily limits. Energy storage, unmanned aerial vehicles and electric power led the increase. Tourism, oil, paper and other industries led the decline. Nearly 100 stocks in the two cities rose by 10% or more. Contemporary Amperex Technology Co.Limited(300750) once rose more than 3% to a record high.

The Milky Way index of shares fell by 0.95%, the Hang Seng technology index fell 0.86%, the Internet technology, gambling and aviation sectors fell, and the US group, the fast hand, the beep Kwai and the galaxy entertainment fell 5%. The shares fell by a quarter. Evergrande motor plunged 20%.

Shanghai Shenzhen Hong Kong stock connect: on November 29, BEIXIANG net bought 3.284 billion yuan. Among them, the net purchase of Shanghai Stock connect was 580 million yuan and that of Shenzhen Stock connect was 2.704 billion yuan. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , Sungrow Power Supply Co.Ltd(300274) , Shanghai Putailai New Energy Technology Co.Ltd(603659) received net purchases of 781 million yuan, 391 million yuan and 377 million yuan respectively. The net sales of Kweichow Moutai Co.Ltd(600519) ranked first, with an amount of 946 million yuan; Nari Technology Co.Ltd(600406) was net sold by 375 million yuan and East Money Information Co.Ltd(300059) was net sold by 263 million yuan.

dragon tiger list: on November 29, among the stocks on the list, the largest net capital inflow was Hengdian Group Dmegc Magnetics Co.Ltd(002056) , which was 115 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 8.03% throughout the day. Specifically, Shenzhen Stock connect net bought 52.5727 million yuan and CICC Shanghai Branch net bought 31.5498 million yuan. A total of 32 stocks were involved in the institutional participation list, of which 20 were net bought by the institution, Nanjing Chervon Auto Precision Technology Co.Ltd(603982) was the most bought, with a net purchase of 218 million yuan in three days. In addition, 12 shares were sold by institutions, and Wuchan Zhongda Group Co.Ltd(600704) was sold the most, amounting to 97.9516 million yuan.

margin trading : as of November 26, the financing balance of Shanghai Stock Exchange reported 904.437 billion yuan, a decrease of 1.242 billion yuan compared with the previous trading day; The financing balance of Shenzhen Stock Exchange was reported as 813.36 billion yuan, a decrease of 2.251 billion yuan compared with the previous trading day; The two cities totaled 1717.797 billion yuan, a decrease of 3.493 billion yuan over the previous trading day.

Shibor : Shibor reported 1.8600% overnight, up 14.8 basis points; Seven days Shibor reported 2.2390%, down 0.8 basis points; Three month Shibor reported 2.4890%, up 0.3 basis points.

foreign exchange

On November 29, the central parity rate of RMB against the US dollar increased by 64 basis points to 6.3872, compared with 6.3936 in the previous trading day. The onshore RMB closed at 6.3821 against the US dollar, up 92 basis points from the previous trading day.

property market observation

first finance and Economics: in Harbin property market, price reduction and promotion is not the behavior of individual buildings, but a common phenomenon in the market. Leading real estate enterprises are starting a “price war”. The price reduction range is amazing. Some buildings with an average price of tens of thousands of last year are now down thousands of yuan at most, which is almost “halved”. In addition, according to the reporter, at present, the operation of down payment in Harbin market includes 10% low down payment ratio, simple down payment installment, and the selection of developer cash back. Previously, in order to promote the healthy and stable development of the real estate market, in early October, Harbin Municipal Bureau of housing and urban rural development, together with the Municipal Bureau of natural planning, the Municipal Bureau of Finance and other departments, jointly issued the “rescue” policy, including the maximum subsidy of 100000 yuan for buying a house, relaxing the age of second-hand housing provident fund loans, helping real estate enterprises speed up project construction, and taking multiple measures to drag the bottom of the real estate market.

CCTV news client : Recently, the relocation of resettlement houses in Huashan Area of Jinan, Shandong Province, which lasted eight years, ended. It is understood that the Huashan Area construction project is by far the largest shed to old demolition project in Shandong Province, with an overall relocation and resettlement of 25800 people.

international information

surging news: auto giant Nissan plans to invest 2 trillion yen (a total of 112.84 billion yuan) in the next five years to accelerate the layout of electric drive products and technological innovation, and will launch all solid-state battery models in 2028 to help Nissan achieve its carbon neutrality goal in 2050.

interface news: according to the report of Gazprom, from January to September this year, the company’s natural gas export price to Europe increased by 0.9 times year-on-year, reaching US $241 per thousand cubic meters. According to the report, in the third quarter of 2021, the export price was US $313.4 per thousand cubic meters, nearly 2.7 times that of the third quarter of 2020. In 2020, the average export price of Gazprom’s natural gas was US $143 per thousand cubic meters, down 32% from 2019.

CCTV news client: the United Nations World Tourism Organization said on November 29 that it is expected that the global tourism industry will lose $2 trillion due to the covid-19 epidemic in 2021. Although the tourism industry in some areas has warmed up, the overall recovery pace is still “slow and fragile”. According to this forecast, the total number of global international tourists in 2021 will be 70% to 75% lower than that in 2019, which is roughly the same as that in 2020. Before the impact of the epidemic, the total number of international tourists in 2019 was 1.5 billion.

futures market

China Futures: most of China’s commodity futures closed down, with low sulfur fuel oil down nearly 8%, fuel oil, power coal, crude oil and asphalt down more than 6%, staple fiber down more than 5%, PTA, ethylene glycol and coke down more than 4%, styrene and cotton yarn down more than 3%, Shanghai zinc, stainless steel, plastics and eggs down more than 2%, starch, cotton, apple, PP, Shanghai nickel and palm down more than 1%. Iron ore and pulp rose by more than 4%, glass by more than 3%, manganese silicon and urea by more than 2%.

International Futures: 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 $2.9 on the 29th compared with the previous trading day to close at US $1785.2 per ounce, down 0.16%.

overseas index

U.S. stock market: the three major U.S. stock indexes closed higher, with the Dow index up 0.68%, the NASDAQ index up 1.88% and the S & P 500 index up 1.32%.

European stock market: in London, the financial times 100 stock average price index 29 closed at 7109.95, up 65.92 points or 0.94% from the previous trading day. France Paris Stock Market CAC40 index closed at 6776.25, up 36.52 points or 0.54% over the previous trading day; Germany’s Frankfurt DAX index closed at 15280.86, up 23.82 points or 0.16% from the previous trading day

Asia Pacific stocks: the Nikkei 225 index closed down 500.12 points, or 1.74%, at 28251.50. South Korea’s Kospi index closed down 27.12 points, or 0.92%, at 2909.32.