daily collection
People.Cn Co.Ltd(603000) : at present, the speculation about the concepts of NFT and meta universe has spread to listed companies and secondary markets. Some behaviors such as rubbing hot spots and speculation concepts are also arousing the vigilance of regulatory authorities. Recently, the management department of GEM companies of Shenzhen Stock Exchange issued a concern letter to Col Digital Publishing Group Co.Ltd(300364) requesting to explain the relevance of interactive reading business to the concept of yuanuniverse and NFT. In addition, a number of listed companies have also successively received letters of concern from the exchange, asking to explain whether the company and relevant parties have rubbed hot spots, manipulated the market and illegally traded the company’s shares.
China Central Television finance and Economics: the food and Drug Crime Investigation Bureau of the Ministry of public security recently issued a notice on the frequent occurrence of medical and beauty accidents due to the prominent illegal crimes in the field of medical and beauty, such as making and selling fake products, illegal employment, publishing false advertisements and fraud through “medical and beauty loans”, It is planned to further intensify the crackdown on criminal activities in the field of drug safety such as the illegal manufacture and sale of medical and American products, so as to effectively protect the people’s health and life safety.
financial Associated Press: according to the data of Shanghai Nonferrous Metals network, on November 25, the quotation of battery grade lithium carbonate exceeded 200000 yuan / ton for three consecutive days, an increase of 359.8% over 43500 yuan / ton in the same period last year and 277.4% year to date.
first finance and Economics: Shu jueteng, spokesman of the Ministry of Commerce, said that the Ministry of Commerce will continue to strengthen the construction of industry standards for new e-commerce formats and models, and give full play to the foundation and leading role of standards. At present, according to the opinions and suggestions solicited, the industry standard of the specification for management and service of live e-commerce platform is being revised and improved, and will be accelerated according to the procedures. We will continue to guide the e-commerce market entities to strictly implement the requirements of laws, regulations and normative documents such as the e-commerce law and the measures for the administration of webcast marketing (for Trial Implementation), earnestly fulfill the main responsibilities and maintain a good network market order.
macroeconomic
financial Associated Press: Lu Xinming, deputy director of the climate change Department of the Ministry of ecology and environment, said on Thursday that recently, individual localities have issued documents to limit the carbon indicators related to wind power, photovoltaic and other new and renewable energy projects, and the project income belongs to the location of the project. The rights and interests of the project owner to participate in greenhouse gas emission reduction are protected by national laws, and the local government has no right to restrict or own the legitimate rights and interests of the project owner to participate in greenhouse gas emission reduction. Voluntary greenhouse gas emission reduction transaction is a national transaction. Local governments should not introduce local protection policies that are contrary to relevant national policies.
website of the national development and Reform Commission: on the afternoon of November 24, the price department of the national development and Reform Commission held a symposium to invite economic and legal experts to study issues related to further improving the price formation mechanism of the coal market. Participating experts agreed that coal is an important commodity related to the national economy and the people’s livelihood. Giving full play to the decisive role of the market in resource allocation, giving better play to the role of the government, and establishing a coal price range regulation mechanism is of great significance to ensure energy security and maintain the stable operation of the national economy.
China Central Television finance and Economics: in the notice on continuously doing a good job in the “construction year of internal control and compliance management” of banking institutions recently issued by the cbcirc, it is pointed out that many banking institutions use intelligent and grid means to strengthen the fine management of employee behavior. Since this year, the grid coverage of employees The performance rate of routine investigation and the number of abnormal investigation records of the lattice head increased significantly. However, the management effectiveness of key personnel in important positions in some banks is insufficient, and case risk events occur frequently. All banking institutions shall further strengthen the effective checks and balances of posts, standardize the management of incompatible posts, strictly implement the regulatory requirements such as rotation of important posts, compulsory leave and job avoidance, and incorporate the relevant implementation into the performance evaluation. We should strengthen the management of employees’ labor contracts and severely crack down on participation in private lending, illegal fund-raising, acting as a fund broker, doing business and running enterprises.
China Central Television News: on the 25th, the country’s first pilot commercialization of automatic driving travel service was opened in Beijing, marking a new stage in China’s automatic driving field from testing and demonstration to commercialization pilot. It is of great significance to accelerate the application of automatic driving technology and change the travel mode in the future.
industry dynamics
surging news: according to the national centralized drug procurement document (insulin special) (gy-yd2021-3) previously issued by the national organization drug joint procurement office, the application information of this centralized drug procurement is on November 26 at the conference center of Dongfang Meigu Forum Hotel, 399 Hupan Road, Fengxian District, Shanghai. The collection is the Sixth Batch of national collection, targeting diabetes treatment medicine insulin. According to the public information, this is the first time that insulin has entered the national collection, and it is also the first time that biological drugs have entered the national collection.
Shanghai Securities News: on November 25, the inauguration ceremony of Shanghai data exchange and 2021 Shanghai global digital commerce conference were held in Shanghai. Xu Xiaolan, Vice Minister of the Ministry of industry and information technology, said in her speech that the Ministry of industry and information technology has deeply implemented the national big data strategy, focused on improving the top-level design for the development of big data industry, strengthened technology and product innovation, carried out in-depth pilot demonstration of big data industry, optimized the industrial development environment, and achieved remarkable overall results.
CCTV news: the inauguration ceremony of Shanghai data exchange was held in Shanghai on the 25th, and some first orders were reached. On the day of the establishment of Shanghai data exchange, about 100 data products were accepted and listed, involving eight categories such as finance, transportation and communication, and some first transactions were reached, including “enterprise intelligent drawing” data products and civil nautical chart service products reached in Industrial And Commercial Bank Of China Limited(601398) and Shanghai Electric Power Co.Ltd(600021) .
China Securities Network : on November 25, the first batch of Tesla Model y high-performance models were delivered. Among them, the starting price of the “performance beast” model y high-performance version is 387900 yuan, with a range of 566km under the NEDC standard. With the strong support of dual motor all wheel drive, it takes only 3.7 seconds to accelerate 100 kilometers, and the maximum speed can reach 250 km / h. It is reported that since the order was opened in China in January 2021, Tesla modely has become a hot player in luxury SUV, with a stable hot sales of more than 10000 in many months. In September this year, model y surpassed many fuel SUVs in the list with the market performance of 33033 vehicles.
stock market focus
China Securities Journal: Goldman Sachs will maintain its proposal for high allocation in the A-share market in 2022. It is expected that the valuation of A-share will rise significantly in 2022. It is expected that the CSI 300 index will reach 5500 at the end of next year, with a potential return of about 12%. In terms of plate configuration, Goldman Sachs believes that it can focus on five plates: automobile, consumer goods, media, e-commerce and semiconductor. In addition, under the framework of Solidly Promoting “common prosperity”, concept stocks of consumption, science and technology, new energy and state-owned enterprise reform are expected to generate excess returns.
Securities Times: Citic Securities Company Limited(600030) the research report believes that the thermal coal market has warmed up in the past two weeks, the demand for replenishment has gradually increased, the coking coal price also shows signs of stopping falling and stabilizing, and the futures price has rebounded. Although the price limit policy is still being implemented, the performance of listed companies can still be stable at a high level under the current price system. After the substantial adjustment of the stock price in the early stage, the leading companies have valuation attraction. Under the background of improved sentiment, the sector is expected to experience a rebound in valuation repair during the year.
brokerage China: since this year, IPO supervision has been tightened, and the number of issuers terminated has increased. As of November 23, a total of 167 companies on GEM and sci-tech innovation board have terminated their listing this year, significantly exceeding the level in the same period last year. Industry insiders pointed out that one of the reasons for withdrawing materials is that it is inconsistent with the positioning of relevant plates. In addition, there are sick declaration phenomena in some projects, as well as changes in the industry environment. In terms of the number of terminated projects, large securities companies rank high and Citic Securities Company Limited(600030) and Huatai jointly terminate a large number of projects. However, due to the large number of sponsors reporting, the termination rate is not high.
financial Associated Press: on the afternoon of 25, magic square quantitative announced that in order to safeguard the interests of investors and facilitate investors to adjust fund allocation, the redemption fees of all issued RMB funds will be exempted from now on. In this regard, magic square quantitative response reporter said that at present, the market environment has changed, and the quantitative strategy may face a more complex market environment in the future. The company intends to reduce the management scale in stages, but also reduce the cost of investors adjusting fund allocation, which is conducive to managers and investors to quickly respond to market changes.
Subscription of new shares: Dajia Weikang, Yue Jiangxi Wannianqing Cement Co.Ltd(000789) , maihe shares
new debt subscription: none
IPO: HuaSu Co., Ltd., Yunlu Co., Ltd. and Admiralty Co., Ltd
listing of new bonds: imperial European convertible bonds
corporate news
Sichuan Road & Bridge Co.Ltd(600039) : has not signed the underlying asset contract related to the Minsheng trust product of ” Sichuan Road & Bridge Co.Ltd(600039) ”
Anshan Heavy Duty Mining Machinery Co.Ltd(002667) : plans to invest 51 million yuan to participate in the establishment of a joint venture
Hengdian Group Dmegc Magnetics Co.Ltd(002056) : annual 4gw high-efficiency large-size single crystal battery project was put into operation
Chongqing Zongshen Power Machinery Co.Ltd(001696) : holding subsidiary plans to increase capital and shares
Jiangsu Etern Company Limited(600105) : plans to invest 350 million yuan to establish an industrial fund
Jiangsu Fasten Company Limited(000890) : plans to further acquire the remaining 49% equity of guangtaiyuan
Anhui Province Natural Gas Development Co.Ltd(603689) : intends to participate in the bidding for the project of capital increase of no more than 45% equity of Shenneng fuel control
Zhejiang Mtcn Technology Co.Ltd(003026) : some directors, supervisors and senior executives plan to reduce their total shares by no more than 2.57%
Lianchuang Electronic Technology Co.Ltd(002036) : Nanchang Guojin plans to reduce its holdings by no more than 1%
Sichuan Swellfun Co.Ltd(600779) : it is proposed to increase the repurchase amount again to 84.5 million yuan – 169 million yuan
Changchun Up Optotech Co.Ltd(002338) : intends to acquire 67.78% equity of Changguang aerospace, and the trading will be suspended from tomorrow
Changhong energy: the price increase of products can not completely cover the rise of raw material prices
Jinhong Fashion Group Co.Ltd(603518) : plans to lend no more than 1.5 billion yuan to China Merchants Bank Co.Ltd(600036) and other financial institutions
* ST Baode: termination of major asset restructuring
data list
Shanghai and Shenzhen Stock Markets: on November 25, the two markets suffered weak shocks, with falling stocks more than rising stocks. As of the close, the Shanghai index fell 0.24%, the Shenzhen Component Index fell 0.40% and the gem index fell 0.12%. The volume of transactions between the two cities continued to shrink. In terms of sectors, the medical care and pharmaceutical sectors rose against the market, and more than 10 shares such as Staidson(Beijing) Biopharmaceuticals Co.Ltd(300204) , Beijing Sl Pharmaceutical Co.Ltd(002038) rose by the limit; The concept of meta universe fell sharply, Avit.Ltd(300264) fell by more than 15%, and Shenzhen Zqgame Co.Ltd(300052) fell by more than 10%. The Internet, coal and other sectors led the decline. In terms of individual stocks, Hunan Goke Microelectronics Co.Ltd(300672) and other 20 stocks fell by 10% or more.
Hong Kong stocks: Hang Seng Index closed up 0.22%, Hang Seng technology index rose 1.05%, led by technology and pharmaceutical sectors. Education stocks rose and fell, and many stocks such as thinking music education rose by more than 10%. Semiconductors were active, Byd Company Limited(002594) electrons rose nearly 7%. E-House holdings soared by nearly 50%, completing the restructuring of the joint venture project with ALI.
Shanghai, Shenzhen and Hong Kong stock connect: on November 25, the North bought a net 1.172 billion yuan, of which the Shanghai Stock connect sold 866 million yuan and the Shenzhen Stock connect bought 2.037 billion yuan. Among the top ten traded stocks, Kweichow Moutai Co.Ltd(600519) , Ganfeng Lithium Co.Ltd(002460) , Tongwei Co.Ltd(600438) purchases ranked among the top three, with net purchases of 337 million yuan, 281 million yuan and 273 million yuan respectively. The net sales of Inner Mongolia Yili Industrial Group Co.Ltd(600887) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Longi Green Energy Technology Co.Ltd(601012) ranked among the top three, with net sales of 436 million yuan, 305 million yuan and 275 million yuan respectively.
dragon tiger list: on November 25, among the stocks on the list, the largest net capital inflow was Xj Electric Co.Ltd(000400) , which was 157 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 4.62% throughout the day. Specifically, Orient Securities Company Limited(600958) Shanghai Yuanshen road net purchased 147 million yuan and Huaxin Shanghai Branch net purchased 49.5964 million yuan. A total of 26 stocks were involved in the institutional participation list, of which 14 were net bought by the institution, Tes Touch Embedded Solutions (Xiamen) Co.Ltd(003019) was the most bought, with a net purchase of 97.6973 million yuan in three days. In addition, 12 shares were sold by institutions, and Unisplendour Corporation Limited(000938) was sold the most, amounting to 157 million yuan.
margin trading : as of November 24, the balance of two financial transactions in Shanghai and Shenzhen was 1852.122 billion yuan, an increase of 2.398 billion yuan over the previous trading day. Among them, the financing balance was 1718.679 billion yuan, an increase of 3.818 billion yuan over the previous trading day; The balance of securities lending was 133.443 billion yuan, a decrease of 1.42 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.8230% overnight, up 3.5 basis points; Seven days Shibor reported 2.2310%, down 3.8 basis points; Three month Shibor reported 2.4840%, up 0.2 basis points.
foreign exchange
On November 25, the central parity rate of RMB against the US dollar was reduced by 77 basis points to 6.3980, and the central parity rate of the previous trading day was 6.3903. The onshore RMB closed at 6.3894 against the US dollar, down 17 points from the previous trading day.
property market observation
Securities Times: recently, the shell Research Institute released the observation on the housing market in the third week of November. In November, the interest rate of the first mortgage in 100 + cities monitored by the shell Research Institute was 5.69%, 4 basis points lower than that in October, and the interest rate of the second mortgage was 5.96%, 3 basis points lower than that in the previous month. The average lending cycle of this month is 68 days, which is 5 days shorter than that of the previous month. The lending cycle is shortened for the first time since April.
China Central Television news client: Tianjin Municipal Commission of housing and urban rural development and the Bureau of planning and resources formulated the guiding opinions on the reconstruction of non residential stock houses into affordable rental houses in Tianjin (for Trial Implementation), which was officially issued and implemented a few days ago. The guidance defines the standard for the indemnificatory object of the reconstruction of indemnificatory rental housing projects: the maximum construction area of the rental unit of the reconstruction project shall not exceed 90 square meters, and the proportion of less than 70 square meters shall not be less than 80%. The rent is lower than the rent level of rental housing in the same lot and the same quality market, mainly to solve the housing difficulties of new citizens, young people and other groups.
international information
people’s Daily: with the increase of covid-19 vaccination rate and the gradual liberalization of restrictions on Chinese tourism and inbound tourists in some countries, the global aviation industry has shown an obvious recovery recently, and many aviation institutions have raised market expectations one after another. However, the debt burden, repeated outbreaks and rising fuel prices still pose challenges to the recovery of the aviation industry. The International Air Transport Association recently released a report showing that the operating pressure of global airlines in the third quarter was relieved compared with the previous quarter, and the passenger volume of some Chinese and international short haul routes began to recover.
CCTV news client: Shu jueiting, spokesman of the Ministry of Commerce, introduced that in the next step, we will work with ASEAN to fully implement the important consensus reached by leaders of both sides in the field of economy and trade, start the construction of version 3.0 of China ASEAN Free Trade Area, and work together to build inclusive, modern, comprehensive and mutually beneficial China ASEAN Economic and trade relations, And contribute to building a closer China ASEAN Community of common destiny.
futures market
China Futures: China commodity futures closed, with most varieties rising, coking coal rising more than 6%, LPG and urea rising more than 4%, staple fiber and Shanghai nickel rising more than 2%, PVC and soybean oil rising more than 1%, starch and peanut rising slightly; Jujube fell by more than 2%, and soybean meal and soda ash fell slightly.
International Futures: on Thursday, US Eastern time, the international gold price rose slightly. As of the close of the market, the gold futures price for February delivery on the New York Mercantile Exchange rose 0.22% to US $1788.3/ounce; International oil prices fell slightly, and New York crude oil futures fell 0.46% to US $78.03 a barrel; Brent crude oil futures fell $0.03 to $82.22 a barrel.
overseas index
U.S. stock market: U.S. stocks will be closed for one day on Thanksgiving on November 25 (Thursday) and will be closed three hours in advance on November 26 (Friday), that is, they will close at 02:00 Beijing time on November 27.
European stock market: major European stock indexes rose collectively on Thursday European time. As of the close, the UK FTSE 100 index closed at 7310.37, up 24.05 points or 0.33% over the previous trading day; France CAC40 index closed at 7075.87, up 33.64 points or 0.48% over the previous trading day; Germany DAX30 index closed at 15917.98, up 39.59 points or 0.25% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed at 29499.28 points, up 0.67%. South Korea’s Kospi index closed down 13.83 points, or 0.46%, at 2980.46.
