daily collection

One belt, one road, , Xinhua News Agency: , general secretary of the CPC Central Committee, chairman of the CPC Central Committee and chairman of the Central Military Commission, Xi Jinping 19, attended the third “one belt and one road” construction Symposium in Beijing and delivered an important speech. He stressed that the new concept of development should be integrated, accurately and comprehensively implemented, and that the goal of high standards, sustainable and livelihood improvement should be targeted, and the foundation of interoperability and cooperation should be consolidated to expand the new space for international cooperation. One belt, one road, the risk prevention and control network, striving for higher level of cooperation, higher input efficiency, higher supply quality and higher development toughness, and promote the construction of “one belt and one road” quality development, and continue to achieve new results.

financial Associated Press: the central bank released China’s monetary policy implementation report for the third quarter of 2021. The report points out that at present, the risk of the real estate market is generally controllable, and the overall trend of the healthy development of the real estate market will not change. We will not use real estate as a short-term means to stimulate the economy, stabilize land prices, house prices and expectations, maintain the continuity, consistency and stability of real estate financial policies, implement the prudent management system of real estate finance, increase financial support for Housing leasing, and cooperate with relevant departments and local governments to maintain the steady and healthy development of the real estate market, Safeguard the legitimate rights and interests of housing consumers.

interface news: China’s settlement data show that 980700 new investors were added in October, a year-on-year decrease of 12.45% and a month on month decrease of 39.4%.

Xinhua News Agency: the 2021 China 5g + industrial Internet Conference opened in Wuhan, Hubei Province on November 20. Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, delivered a written speech. Liu he pointed out that data is becoming a key factor of production. We should study and promote data ownership and classified and hierarchical management, smooth the flow of data transactions, realize the market-oriented allocation of data elements, and reasonably distribute the benefits of data elements. All localities and industries should explore the establishment of an institutional system and circulation platform in line with the characteristics of data elements, and accelerate the construction of a new governance model combining government supervision and industry self-discipline.

Xinhua News Agency: on November 18, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, chaired a symposium of economic situation experts and entrepreneurs to analyze the economic situation and listen to opinions and suggestions on doing a good job in the next economic work. Li Keqiang said that we should continue to do a good job in the prevention and control of the normalized epidemic situation, strengthen the “six stabilities” and “six guarantees”, especially the main body of the market to ensure employment and people’s livelihood, enhance the forward-looking pertinence of macro policies, promote reform and opening up, do a good job in cross cycle adjustment, promote the economic climbing over the barrier, and maintain the economic operation within a reasonable range and the overall stability of employment.

macroeconomic

interface news: the China Banking and Insurance Regulatory Commission issued the notice on adjusting the credit rating requirements of insurance fund investment bonds and other related matters, which mainly includes: first, cancel the white list requirements of insurance fund investment financial enterprise (company) bonds and external credit rating requirements. Second, set the minimum external credit rating requirements for investable non-financial enterprise (company) bonds according to the credit risk management ability and anti risk ability of insurance institutions. Third, clarify the concentration requirements for insurance companies to invest in bonds below BBB level (including). Fourth, clarify the accounting of the proportion of insurance companies investing in bonds. Fifth, insurance institutions are required to earnestly fulfill their main responsibilities, improve internal ratings and carry out investment prudently.

Xinhua News Agency: Liu he pointed out that the manufacturing industry is the “ballast” of the economy of a large country, which is very important to promote economic growth and improve the quality of employment. China is undergoing a profound transformation of its economic development model. The foundation of high-quality development is a higher-level and more competitive manufacturing industry. We must constantly enhance industrial competitiveness, improve labor productivity, and maintain a reasonable proportion of manufacturing and producer services. All localities and departments should earnestly solve the current practical problems for manufacturing enterprises. Financial institutions should increase financial credit support for manufacturing enterprises to ensure the reasonable capital needs of enterprises.

CCTV news client: the Ministry of agriculture and rural areas recently released that at present, the total amount of China’s “vegetable basket” products is sufficient and the supply is guaranteed. From the perspective of supply, at present, the total amount of “vegetable basket” products is sufficient. Pig production has been completely restored, and the market supply has been relaxed in stages. In the first three quarters, the output of poultry, beef and mutton, milk and other key livestock products increased. Bulk fruits such as apples and oranges and aquaculture aquatic products are in the peak season. The field area of vegetables increased steadily over the same period last year.

National Energy Administration: by the end of October, the installed power generation capacity in China was about 2.3 billion kw, a year-on-year increase of 9.0%. Among them, the installed capacity of wind power is about 300 million KW, a year-on-year increase of 30.4%; Cecep Solar Energy Co.Ltd(000591) the installed power generation capacity was about 280 million KW, a year-on-year increase of 23.7%.

industry dynamics

finance and economics of China Central Television: in response to the sharp rise in coal prices in the early stage, the national development and Reform Commission recently said that at present, a series of measures to ensure supply and stabilize prices have achieved immediate results. In terms of ensuring supply, relevant departments have vigorously promoted the increase of coal production and supply, accelerated the release of high-quality coal production capacity, continued to increase the national coal output and market supply, and the daily output of coal dispatching has stabilized at more than 12 million tons, reaching a record high continuously. Zhu Xiaohai, deputy director of the price monitoring and regulation division of the price department of the national development and Reform Commission, said that recently, the prices of coal and other energy have decreased significantly. The futures price of thermal coal has decreased from about 2000 yuan per ton in mid October to about 800 yuan recently, a decrease of up to 60%, and the prices of some industrial raw materials have also decreased significantly.

interface news: according to the data of the General Administration of customs, the export of Cecep Solar Energy Co.Ltd(000591) components (batteries) in October was 19.09 billion yuan, a year-on-year increase of 47.9% and a month on month increase of 9%; From January to October, the cumulative export was 147.61 billion yuan, a year-on-year increase of 32%. Priced in US dollars, the export of Cecep Solar Energy Co.Ltd(000591) components (batteries) in October was US $2.94 billion, a year-on-year increase of 56% and a month-on-month increase of 8.7%; From January to October, the cumulative export was US $22.8 billion, a year-on-year increase of 42.3%.

financial Associated Press: according to the Ministry of industry and information technology, from January to October, China National Software And Service Company Limited(600536) business revenue was 7681.4 billion yuan, a year-on-year increase of 19.2%, down 1.3 percentage points from the first three quarters, and the compound growth rate in the past two years was 15.4%; The total profit of the software industry was 921.8 billion yuan, a year-on-year increase of 9.1%, down 1.6 percentage points from the first three quarters, and the compound growth rate in the past two years was 8.2%.

surging news: with the implementation of the “three child” support policy in various places, the problems of childbearing difficulties and infertility in the elderly have become more and more prominent, and assisted reproductive technology has attracted more and more attention. But how to ensure that assisted reproductive technology can serve the masses in a standardized and effective manner? Recently, Shanghai, Hebei, Henan, Tianjin, Guizhou, Anhui, Shaanxi, Shanxi and other provinces and cities issued the “application plan of human assisted reproductive technology (2021-2025)”.

stock market focus

brokerage China: according to the reporter’s statistics, the scale of A-share securities lending has decreased rapidly recently. On October 20, the scale of securities lending in the two cities exceeded 163.6 billion yuan; By November 18, this figure had dropped to 135.2 billion yuan. This means that in the past month, the scale of securities lending has plummeted by nearly 28.4 billion yuan, compared with the peak of 173.8 billion yuan in September. The current scale is lower than that at the beginning of 2021. A head brokerage Liangrong professional told the brokerage’s Chinese reporter that this phenomenon is not due to the strengthening of investors’ bull market expectations, but the decline of new earnings.

financial Associated Press: according to the new delisting regulations, after the disclosure of the 2021 annual report, if the listed company first touches the financial delisting index with the lower of the net profit before and after deducting non deduction, and the operating income is less than 100 million yuan, it will be subject to delisting risk warning (* st). The company that has been warned of delisting risk, namely * ST company, will directly delist if it continues to touch the delisting index in 2021. Investors shall pay close attention to the annual performance forecast, performance forecast correction announcement, performance express, performance express correction announcement, risk prompt and other announcements that may be disclosed by relevant listed companies, make investment decisions carefully and effectively prevent investment risks.

Citic Securities Company Limited(600030) research: since the fourth quarter, the economy has started the recovery period, the policy is in the waiting period, the stock investors are still in the hesitation period, and the market main line has entered the brewing period. With the economic recovery, the policy signal is clear, the continuous inflow of incremental funds drives the stock funds to gradually increase their positions, and the market main line of blue chip return will be clearer. In terms of configuration, it is recommended to firmly focus on the blue chip main line of “three lows”, focusing on the varieties with low fundamentals, varieties with low valuation, and high boom varieties with relatively low adjusted share price.

financial Associated Press: on the 19th, the first batch of 8 Beijing stock exchange theme funds were officially put on sale. Following Huaxia, GF, huitianfu, e Fangda and Dacheng’s subscription scale of the theme fund of the Beijing stock exchange exceeded the upper limit of 500 million yuan, several channels disclosed to the financial associated press that up to now, the selected two-year opening of the southern North stock exchange, the smart two-year opening of the Wanjia North stock exchange and the selected two-year opening of the harvest North stock exchange have also exceeded the upper limit of 500 million yuan. So far, the first eight theme funds of the Beijing stock exchange have all realized over raising, and will be placed in proportion.

Subscription of new shares: visualizing technology, core guide technology and dingyang Technology

new debt subscription: none

IPO: Zhengqiang shares, Fujia shares and Yachuang Electronics

new bond listing: none

company news

Baosheng Science And Technology Innovation Co.Ltd(600973) : Xinjiang Xiehe plans to reduce the shares of the company by no more than 3%

Yonker Environmental Protection Co.Ltd(300187) : the controlling shareholder intends to reduce its shares by no more than 3%

Yoozoo Interactive Co.Ltd(002174) : some shares of the company under the name of shareholder Lynch may be passively reduced

Hangzhou Huaguang Advanced Welding Materials Co.Ltd(688379) : the shareholding ratio of Zhejiang venture capital decreased to less than 5%

Shanghai Tianyong Engineering Co.Ltd(603895) : the controlling shareholder intends to reduce its shares by no more than 3%

Avic Electromechanical Systems Co.Ltd(002013) : shareholders plan to reduce their shares by no more than 1.16%

Shenzhen Goodix Technology Co.Ltd(603160) : Huifa international plans to reduce its holdings of no more than 1.5% of the company’s shares

Fujian Foxit Software Development Joint Stock Co.Ltd(688095) : it is proposed to repurchase shares of RMB 160 million to RMB 300 million.

Ningbo Ronbay New Energy Technology Co.Ltd(688005) : signed a strategic cooperation agreement with Zhejiang Huayou Cobalt Co.Ltd(603799)

Inmyshow Digital Technology (Group) Co.Ltd(600556) : the company has not participated in the R & D of AR, VR, Mr and related hardware technologies

Byd Company Limited(002594) : plans to increase the capital of the wholly-owned subsidiary Byd Company Limited(002594) automobile industry by US $1.7 billion or equivalent RMB

Alpha Group(002292) : it is planned to sell 100% equity of the wholly-owned subsidiary to Shanghai magic power for 600 million yuan

Zibo Qixiang Tengda Chemical Co.Ltd(002408) : chairman Che Chengju plans to increase his holdings of 100 million yuan to 150 million yuan

data list

Shanghai and Shenzhen Stock Markets: the three major stock indexes of A-Shares continued to rise in the afternoon, with more than 3200 stocks rising in the two markets. As of the close, the Shanghai index rose 1.13%, the Shenzhen Composite Index rose 1.19% and the gem index rose 1.04%. On the disk, industry sectors were generally popular, led by warehousing and logistics, real estate, securities, coal, gas supply and heating, oil, public transportation, building materials and other sectors, while advertising packaging, agriculture, forestry, animal husbandry and fishery sectors fell slightly. New energy vehicles, Huawei concept, fuel cell, hydrogen energy, lithium battery, photovoltaic, secondary new shares, wind energy and other concept sectors were strong, and many stocks rose by the limit.

Hong Kong stocks: Hang Seng Index fell 1.07%. Internet technology stocks led the decline, with Alibaba falling more than 10%. Real estate stocks strengthened, with rongchuang China up more than 8%, country garden up more than 5% and China Evergrande up more than 5%. Logistics stocks rose collectively, with Kerry Logistics up more than 17%.

Shanghai Shenzhen Hong Kong stock connect: on November 19, the total net inflow of northbound funds was 8.293 billion yuan. Among them, the net inflow of Shanghai Stock connect was 3.925 billion yuan and that of Shenzhen Stock connect was 4.367 billion yuan. Among the top ten traded stocks, the top three in net purchases were Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , Goertek Inc(002241) , with net purchases of 1.422 billion yuan, 938 million yuan and 651 million yuan respectively. The top three net sales are East Money Information Co.Ltd(300059) , Ja Solar Technology Co.Ltd(002459) , Will Semiconductor Co.Ltd.Shanghai(603501) , with net sales of 499 million yuan, 202 million yuan and 140 million yuan respectively.

dragon and tiger list: on November 19, among the stocks on the Shanghai and Shenzhen dragon and tiger list, the largest net capital inflow was Shanxi Meijin Energy Co.Ltd(000723) , which was 280 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 7.47% throughout the day. Specifically, Huaxin Shanghai Branch bought a net of 93.4513 million yuan. A total of 21 stocks were involved in the institutional participation in the dragon and tiger list, of which 10 were net bought by the institution, Zhejiang Xcc Group Co.Ltd;(603667) was the most bought, with a net purchase of 91.0504 million yuan in three days. In addition, 11 shares were sold by institutions, and Lianchuang Electronic Technology Co.Ltd(002036) was sold the most, amounting to 98.2736 million yuan.

margin trading : as of November 18, the balance of two financial transactions in Shanghai and Shenzhen was 1837.268 billion yuan, a decrease of 300 million yuan compared with the previous trading day. Among them, the financing balance was 1701.999 billion yuan, an increase of 1.352 billion yuan over the previous trading day; The balance of securities lending was 135.269 billion yuan, a decrease of 1.652 billion yuan compared with the previous trading day.

Shibor : Shibor reported 1.9980% overnight, up 6.6 basis points; Seven days Shibor reported 2.1710%, down 0.1 basis points; Three month Shibor reported 2.4750%, up 0.2 basis points.

foreign exchange

On November 19, the central parity rate of RMB was 6.3825, down 22 points, and the central parity rate of the previous trading day was 6.3803. The onshore RMB closed at 6.3811 against the US dollar, down 2 basis points from the previous trading day.

property market observation

daily economic news: while the property market in Beijing, Shanghai, Guangzhou and Shenzhen continues to cool, the two most concerned cities in Hainan are quietly strong. According to the data of the National Bureau of statistics, the number of cities with month on month decline in new house prices in October was 52, and only 13 cities had month on month rise in house prices, including Sanya, which also led the country with a month on month increase of 0.8%, which was also the rise of new house prices in Sanya for 17 consecutive months.

Beijing News: recently, Xiamen, Shijiazhuang, Beijing and other places have successively issued and planned to issue policies related to the supervision of pre-sale of commercial housing. In the pre-sale supervision, fund supervision is a key content, including raising the pre-sale threshold, refining the retention amount of the special account for pre-sale fund supervision, adjusting the entry process to supervision before online signing, etc. In the view of insiders, this means that the competent departments of local governments are tightening the supervision on the pre-sale of commercial housing, so as to prevent the pre-sale funds from being diverted for other purposes, resulting in uncompleted residential flats. This will also stabilize the expectations of buyers, but it will also affect the sales rhythm of some real estate enterprises and reduce the speed of capital turnover.

financial Associated Press: the Beijing Municipal Commission of planning and natural resources listed the third batch of centralized land supply this year on the evening of the 19th, and launched 12 residential land, with the upper limit of single plot premium rate not exceeding 15%. Among them, 6 plots in Chaoyang District have once again become the “major land suppliers” for centralized land supply this year. It is worth noting that in order to avoid commercial housing projects concentrated in the same region into the market, the third batch of centralized land supply has expanded the pilot scope of existing housing sales. A total of 5 plots have set rules for competing for existing housing sales area, and all existing housing sales have been piloted in Jinsong plot for the first time.

international information

financial Associated Press: with the passage of the trillion dollar infrastructure investment bill in Congress, this so-called largest infrastructure bill may begin to be implemented. According to relevant media reports, US President Biden signed a $1 trillion infrastructure bill at the White House, which also means that the bill has been officially implemented.

brokerage China: according to South Korean media reports, the leader of South Korea’s fried chicken industry “Xiaocun fried chicken” announced a comprehensive increase in the price of fried chicken from the 22nd: the price of each chicken was raised from 15000 won to 20000 won, about 108 yuan. The price rise was due to the rise in the price of edible oil and the rise in distribution costs.

Shanghai Securities News: recently, Tara energy, an innovative nuclear energy company founded by Bill Gates, announced on its official website that the site of the first “sodium” reactor demonstration project (ARDP) is located at the Naughton power plant near Kemmerer, Wyoming. It is said that the project will submit an application for construction license to the U.S. Nuclear Regulatory Commission (NRC) in mid-2023, and the plant is expected to be put into operation in the next seven years.

futures market

China Futures: most of China’s commodity futures closed higher, PVC rose by the limit, Shanghai nickel rose nearly 4%, soda ash, rubber, red jujube and Shanghai aluminum rose more than 3%, and international copper, glass, Zheng coal, apple, fuel oil, iron ore, Shanghai copper, Zheng alcohol and thread rose more than 2%.

International Futures: on Friday, Eastern time, the international gold price fell. As of the closing, the December gold futures price, which was the most actively traded in the gold futures market of the New York Mercantile Exchange, fell by US $9.8 on the 19th compared with the previous trading day to close at US $1851.6 per ounce, down 0.53%. International oil prices fell significantly, and US oil fell by more than 3%. As of the closing, December crude oil futures in New York closed down $2.91, or 3.68%, at $76.10/barrel; Brent January crude oil futures fell $2.35, or 2.89%, to $78.89/barrel.

overseas index

U.S. stock market: on Friday, Eastern time, the three major U.S. stock indexes closed mixed, the Dow closed down for the third consecutive day, and the NASDAQ hit a closing high. As of the close, the Dow closed down 268.97 points, or 0.75%, at 35601.98 points; The NASDAQ closed up 63.73 points to 16057.44 points, or 0.40%; The S & P 500 index fell 6.58 points, or 0.14%, to 4697.96.

European stock markets: European time on Friday, European stock markets fell across the board. As of the close, the financial times 100 stock average price index 19 of London stock market closed at 7223.57, down 32.39 points or 0.45% from the previous trading day; France Paris Stock Market CAC40 index closed at 7112.29, down 29.69 points or 0.42% from the previous trading day; Germany’s Frankfurt DAX index closed at 16159.97, down 61.76 points or 0.38% from the previous trading day.

Asia Pacific Stock Market: the Nikkei 225 index closed up 155.84 points, or 0.53%, at 29754.5 points. South Korea’s Kospi index closed up 23.64 points, or 0.8%, at 2971.02.