daily collection
Xinhuanetco.Ltd(603888) : Premier Li Keqiang attended the world economic forum global entrepreneurs special dialogue at the Great Hall of the people on the evening of November 16, delivered a speech and interacted with entrepreneurs’ representatives. When talking about the issue of energy supply, Li Keqiang said that in view of the tight supply of energy such as electricity and coal in the previous period, we have taken a series of measures to strengthen the guarantee of energy supply. At present, it has been effectively alleviated and it is guaranteed in the future. We will proceed from the actual situation of China and promote low-carbon transformation in a balanced and orderly manner on the premise of ensuring stable and safe energy supply. He also answered questions on green development, health care and urbanization.
China Central Television Network: Li Keqiang chaired an executive meeting of the State Council and decided to establish a special refinancing to support clean and efficient utilization of coal to promote green and low-carbon development. The meeting decided to set up another 200 billion yuan of special refinancing to support clean coal utilization on the basis of the establishment of financial support tools for carbon emission reduction in the early stage.
financial Associated Press: the U.S. Court of international trade (CIT) officially announced on November 16 that it would restore the 201 tariff exemption of double-sided Cecep Solar Energy Co.Ltd(000591) components, and reduce the 201 tariff rate from 18% to 15%. Under these two changes, the additional tariffs previously levied will be refunded to relevant enterprises. In June 2019, the US government initially approved the 201 tariff exemption for double-sided Cecep Solar Energy Co.Ltd(000591) components, but in October 2020, the trump government revoked this exemption and increased the 201 tariff rate to 18% in Announcement No. 10101. CIT said: “the previous Announcement No. 10101… Not only constituted an obvious misinterpretation of the laws and regulations, but also exceeded the scope authorized by the president.”
interface news: the Ministry of agriculture and rural areas issued the guiding opinions on expanding multiple functions of agriculture and promoting the high-quality development of rural industries, which proposed that by 2025, the multiple functions of agriculture will be fully explored, the diversified values of rural areas will be highlighted in many directions, the important Shenzhen Agricultural Products Group Co.Ltd(000061) supplies such as grain will be effectively guaranteed, the agricultural quality, efficiency and competitiveness will be significantly improved, and the high-quality green Shenzhen Agricultural Products Group Co.Ltd(000061) The supply capacity of beautiful ecological environment and excellent traditional cultural products has been significantly enhanced.
macroeconomic
Securities Times: on the 17th, the Ministry of industry and information technology publicized the preparation plan of the standardization working group of ice and snow equipment industry. According to the preparation plan, China Construction Machinery Industry Association said that in the future, it will create a leader in the manufacturing of classified equipment according to the classification of ice and snow equipment; Introduce foreign advanced manufacturing technology and advance with Chinese R & D, and continuously improve the self-made rate of high-end supporting parts; Build the standardization system of ice and snow equipment industry and lead manufacturing enterprises to the fast lane of development; Build a national ice and snow equipment inspection and testing center to serve the ice and snow equipment industry.
wechat: on November 17, under the guidance of the information and Communication Development Department of the Ministry of industry and information technology, China Internet association and China Academy of communications organized Baidu online disk, Tencent micro cloud disk, Tianyi cloud disk, hecaiyun disk, Alibaba cloud disk, Xunlei cloud disk The first eight online disk enterprises, including 360 secure cloud disk and Netease online disk, jointly signed the self discipline Convention on user experience protection of personal online disk service business in Beijing and promised to launch “non differential rate” products within 2021 to provide non differential upload / download rate services for all kinds of users.
China Securities Network: the person in charge of the relevant department of the China Banking and Insurance Regulatory Commission said in response to a reporter’s question today on the notice on matters related to the public offering of infrastructure securities investment funds by insurance funds. In the early stage, the China Banking and insurance Regulatory Commission clarified the relevant regulatory requirements for the pilot investment of insurance funds in infrastructure funds and supported qualified insurance institutions to carry out investment, The relevant requirements are basically consistent with the provisions of the notice. The notice was formulated and issued to clarify investment norms and regulatory rules from the institutional level, further establish and improve the long-term mechanism for insurance funds to invest in infrastructure funds, and prevent relevant business risks.
Xinhuanetco.Ltd(603888) : the Ministry of industry and information technology recently announced the “14th five year plan” for the development of information and communication industry, which clearly increased the green transformation of 5g base stations, data centers and other key areas. At the same time, it proposed to accelerate the popularization and application of information and communication technology and provide networked, digital and intelligent technical means for the green development of economy and society. Xie Cun, director of the information and Communication Development Department of the Ministry of industry and information technology, said that green environmental protection is one of the basic principles for the development of the information and communication industry during the 14th Five Year Plan period. We should promote green upgrading from the two levels of the industry itself and enabling economic and social development.
industry dynamics
Securities Times: passenger Federation: in the first week of November, the overall retail sales in the narrow passenger car market reached 39000 vehicles per day, a year-on-year decrease of 18%, a decrease of 6% compared with the first week of October this year. In the second week of November, the overall retail sales in the narrow passenger car market reached an average of 46000 vehicles per day, a year-on-year decrease of 23%, which was basically the same as that in the second week of October this year, and the performance was relatively stable. Due to the obvious improvement of production in October, the retail recovery in November should be obvious, but the current recovery speed is still not fast, but it is similar to that in 2019, which is also a good performance.
interface news: according to incomplete statistics, since the end of September, state power investment group, China Huaneng Group and national energy group have been listed to transfer the equity of 11 thermal power enterprises. Yuan Jiahai, a professor at the school of economics and management of North China Electric Power University, said that the centralized transfer of equity of the above thermal power enterprises is mainly because they are loss making assets, which has become an obstacle to the group’s transformation. If they are not handled early, the burden will become heavier and heavier. From the perspective of “double carbon”, this is also a measure to optimize the market layout and industrial layout. Dispose of these low benefit thermal power assets and achieve the carbon peak goal set by each company as soon as possible.
CCTV news client : according to the latest data from Shanghai International Energy Trading Center, the trading scale of China’s crude oil futures increased steadily from January to October 2021. From January to October 2021, the trading volume of China’s crude oil futures was 33.8142 million, with a turnover of 14.24 trillion yuan, an increase of 3.8% and 51.2% respectively over the same period in 2020, and the average daily position was nearly 80000. As of November 15, Shanghai International Energy Trading Center has recorded 75 overseas intermediaries, and overseas customers are distributed in more than 20 countries and regions on six continents.
Securities Times: the Key Laboratory of big data mining and knowledge management of the Chinese Academy of Sciences released the 2021 China sugar free beverage market trend insight report, which said that with the promotion of the 2030 healthy China plan and the improvement of consumers’ health awareness, the market scale of sugar free beverages in China will further maintain the growth momentum. In 2020, the market scale reached 11.78 billion yuan, seven times higher than that in 2014. In 2025, the market will increase to 22.74 billion yuan, and the scale will double within five years. In 2027, the market will continue to climb to 27.6 billion yuan.
stock market focus
China Securities News: the reporter of China Securities News learned from the Beijing stock exchange on November 17 that 295000 new accounts have been opened in the three days since the opening of the Beijing stock exchange, and there are 4.32 million qualified investors in the whole market of the Beijing stock exchange.
Securities Times Network: on November 17, the Shanghai Hong Kong stock connect ushered in its seventh anniversary. According to the Hong Kong stock exchange, as of November 10, 2021, the average daily turnover of North Shanghai Stock connect and Shenzhen Stock connect this year has reached 122.26 billion yuan, an increase of 35% over the same period last year. The average daily turnover of South Hong Kong stock connect this year has reached 44.06 billion Hong Kong dollars, an increase of 87% over the same period last year.
China Securities Journal: on November 17, the lithium sector rose again. As of the close, Tianqi Lithium Corporation(002466) , Yongxing Special Materials Technology Co.Ltd(002756) , Youngy Co.Ltd(002192) , Chengxin Lithium Group Co.Ltd(002240) and other stocks had been trading. On the news front, the minutes of the teleconference disclosed by the Guotai Junan Securities Co.Ltd(601211) nonferrous metals team yesterday showed that: “under the current supply and demand pattern, lithium salt will usher in the third round of price rise, and the preparation of cathode materials before the end of the year is the core catalyst.” Guotai Junan Securities Co.Ltd(601211) nonferrous metals team said: “lithium should be given from the perspective of super cycle and valuation, rather than simply treated with the idea of cycle products.”
Securities Times: Citic Securities Company Limited(600030) the research report points out that looking forward to 2022, semiconductor equipment companies will continue to have fundamental performance support under the background of sustained industry prosperity and in-depth domestic substitution. It is suggested that priority should be given to leading equipment manufacturers with large track space, comprehensive product layout and strong technical strength, as well as growth-oriented enterprises with low share and benefiting from domestic substitution for subdivision tracks that are expected to grow rapidly. Naura Technology Group Co.Ltd(002371) , Advanced Micro-Fabrication Equipment Inc.China(688012) are recommended for the process equipment of the wafer factory. It is recommended to pay attention to shengmei Shanghai, Yitang Co., Ltd., Huahai Qingke, tuojing technology, Kingsemi Co.Ltd(688037) , Pnc Process Systems Co.Ltd(603690) , Wuhan Jingce Electronic Group Co.Ltd(300567) , etc. Beijing Huafeng Test & Control Technology Co.Ltd(688200) is recommended for test equipment / packaging equipment, and it is recommended to pay attention to Hangzhou Chang Chuan Technology Co.Ltd(300604) , Gl Tech Co.Ltd(300480) , etc.
Subscription of new shares: San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Juxin Technology
new debt subscription: none
IPO: shengmei Shanghai, Anxi biology and Hengguang
listing of new bonds: Shouhua convertible bonds
corporate news
Shanghai Dazhong Public Utilities (Group) Co.Ltd(600635) : mass travel plans to increase capital and shares and introduce investor Alibaba
Shanghai Trendzone Holdings Group Co.Ltd(603030) : the company filed a lawsuit against Evergrande and its related member enterprises
Tibet Summit Resources Co.Ltd(600338) : anheles Salt Lake project is still in the preliminary development preparation stage
China Tourism Group Duty Free Corporation Limited(601888) : Hong Kong Stock Exchange deliberates the company’s issuance of overseas listed foreign shares (H shares)
Ningbo Heli Technology Co.Ltd(603917) : the company is not directly involved in new energy vehicles
Hunan Fangsheng Pharmaceutical Co.Ltd(603998) : 4.99% shares held by shareholders will be auctioned by the judiciary
Shaanxi Heimao Coking Co.Ltd(601015) : intends to acquire 100% equity of Hongneng coal industry
Tianjin Ruixin Technology Co.Ltd(300828) : shareholders plan to reduce their shares by no more than 6.35%
Ningbo Boway Alloy Material Co.Ltd(601137) : shareholder Golden Eagle Fund plans to reduce its holdings of no more than 3.5% of the company’s shares
Guangzhou Jet Bio-Filtration Co.Ltd(688026) : shareholder Zhuoyue Rundu plans to reduce its shares by no more than 5.54%
St Pingneng: the merger of the company was conditionally approved
Tangshan Jidong Cement Co.Ltd(000401) : trading has been suspended continuously since the opening of the market on November 26
Huolinhe Opencut Coal Industry Corporation Limited Of Inner Mongolia(002128) : securities abbreviation is proposed to be changed to “power investment energy” from November 18
* ST Pegasus: the court ruled to confirm that the implementation of the company’s reorganization plan is completed and apply for cancellation of the risk warning
data list
Shanghai and Shenzhen Stock Markets: the three major stock indexes of A-Shares basically maintained a high shock pattern in the afternoon, and more than 3200 stocks in the two markets rose. As of the close, the Shanghai index rose 0.44%, the Shenzhen Composite Index rose 0.67% and the gem index rose 0.81%. On the disk, chemical fiber, nonferrous metals, general machinery, electrical equipment, mineral products, public transportation, gas supply and heating and other sectors led the increase, while wine making, transportation services, agriculture, forestry, animal husbandry and fishery, household appliances, banking, daily chemical industry, food and beverage and other sectors led the decline. Salt lake lithium, industrial machine led the rise, lithium battery, new energy vehicle concept, wind energy, photovoltaic, secondary new shares and other concept sectors were strong, and many stocks rose by the limit.
Hong Kong stocks: Hang Seng Index fell 0.25%, Hang Seng technology index fell 0.6%, and Shunyu optics fell more than 4%, leading the decline of Hang Seng index components. Online education stocks, semiconductors and automobile stocks performed strongly, with New Oriental online up more than 17% and Guangzhou Automobile Group Co.Ltd(601238) up more than 7%.
Shanghai Shenzhen Gangtong: on November 17, the total net outflow of northbound funds was 238 million yuan, ending the net purchase for four consecutive days. Among them, the net outflow of Shanghai Stock connect was 1.033 billion yuan and the net inflow of Shenzhen Stock connect was 795 million yuan. Among the top ten traded stocks, the top three net purchases were Ganfeng Lithium Co.Ltd(002460) , Contemporary Amperex Technology Co.Limited(300750) , Jiangsu Hengrui Medicine Co.Ltd(600276) , with net purchases of 386 million yuan, 306 million yuan and 257 million yuan respectively. The top three net sales are Kweichow Moutai Co.Ltd(600519) , Gree Electric Appliances Inc.Of Zhuhai(000651) , Longi Green Energy Technology Co.Ltd(601012) , with net sales of 1.167 billion yuan, 274 million yuan and 229 million yuan respectively.
dragon and tiger list: on November 17, among the stocks on the Shanghai and Shenzhen dragon and tiger list, the largest net capital inflow was Chengxin Lithium Group Co.Ltd(002240) , which was 317 million yuan. Data show that the stock closed within the daily limit, with a full day turnover of 3.014 billion yuan. Specifically, Shenzhen Stock connect net bought 155 million yuan. A total of 29 stocks were involved in the institutional participation in the dragon and tiger list, of which 21 were net bought by the institution and Guangzhou Great Power Energy&Technology Co.Ltd(300438) was the most net bought, amounting to 178 million yuan. In addition, 9 shares were sold by institutions, and Hangzhou Sunrise Technology Co.Ltd(300360) was sold the most, amounting to 59.3958 million yuan.
margin trading : as of November 16, the balance of two financial transactions in Shanghai and Shenzhen was 1834.025 billion yuan, a decrease of 4.812 billion yuan compared with the previous trading day. Among them, the financing balance was 1696.655 billion yuan, a decrease of 3.389 billion yuan compared with the previous trading day; The balance of securities lending was RMB 1373.7 billion, a decrease of RMB 1.423 billion compared with the previous trading day.
Shibor : Shibor reported 2.1520% overnight, up 22.9 basis points; Shibor reported 2.1820% in 7 days, up 8.6 basis points; Three month Shibor reported 2.4670%, up 0.4 basis points.
foreign exchange
The central parity rate of RMB against the US dollar was 6.3935, down 11 points; The median price of the previous trading day was 6.3924. The onshore RMB closed at 6.3817 against the US dollar, down 47 points from the previous trading day.
property market observation
Xinhuanetco.Ltd(603888) : since this year, Beijing has completed tasks ahead of schedule in many livelihood practical projects such as the construction and raising of policy housing and the transformation of old communities. Among them, 55067 sets of policy housing have been built and raised, which has completed 110% of the tasks of the whole year; 80697 sets of policy houses were completed, accounting for 101% of the annual task. In terms of the transformation of old communities, by the end of October, 558 new communities had been confirmed in five batches, with a new confirmation rate of 140%. At the same time, 196 new communities were started, with a new construction rate of 65%, and the number of newly completed communities reached 130, with a new completion rate of 130%.
dazhong.com: on the afternoon of November 17, the Information Office of Shandong provincial government held a press conference. The reporter learned at the press conference that since 2019, Shandong has actively striven for Jinan and Qingdao to be included in the national pilot, vigorously developed affordable rental housing, issued 33 pilot policies and raised more than 18000 houses. In 2021, 74800 units (rooms) of affordable rental housing are planned to be newly started in the province. At present, 74900 units (rooms) have been started, exceeding the planned task 8 months ahead of schedule.
international information
Securities Times Network: according to the news of China Central Television, the State Council Information Office held a press conference today. Qian Keming, Vice Minister of Commerce, said that in January and September this year, various indicators of China Africa economic and trade cooperation showed an overall upward trend: the trade volume between China and Africa was US $185.2 billion, a year-on-year increase of 38.2%, the highest in the same period in history; China’s non industry wide direct investment was US $2.59 billion, a year-on-year increase of 9.9%, 3 percentage points higher than China’s overall foreign investment, which has exceeded the level of the same period in 2019 before the epidemic; The amount of newly signed contract projects in Africa by Chinese enterprises was US $53.5 billion, and the completed turnover was US $26.9 billion, with a year-on-year increase of 22.2% and 11.6% respectively, showing the confidence of Chinese enterprises in the prospects of the African market.
interface news: The Economist Intelligence Unit released a report on Wednesday. It is expected that with the recovery of the economy from the covid-19 epidemic, global energy consumption will increase by 2.2% in 2022, and all kinds of energy except nuclear energy will benefit. Energy prices are expected to remain strong in the coming years, as demand and supply bottlenecks from the recovery will continue to cause interference. The report predicts that almost all energy sectors will record growth next year, of which coal consumption is expected to increase by 1.5%, almost the same as the growth rate of natural gas consumption; Oil consumption was hit hard by the economic downturn in 2020 and will rise by 2.7% next year; Cecep Solar Energy Co.Ltd(000591) and wind energy will increase by 10.6%.
CCTV news client: on the 17th local time, the International Energy Agency headquartered in Paris, France released the market report of energy efficiency 2021. The report points out that the pace of global energy efficiency improvement has returned to the level before the covid-19 epidemic this year, but it is far from enough to achieve the climate goal of net zero emission on time. The report predicts that global energy intensity will decline by 1.9% in 2021, which is equivalent to the annual average level over the past decade. However, under the net zero emission scenario, the global energy intensity needs to decrease by 4% per year from 2020 to 2030. To this end, the international energy agency calls for accelerating the deployment of relevant technologies and solutions to improve the efficiency of energy use. By 2030, the annual investment in global energy efficiency needs to be tripled above the current level.
futures market
China Futures: China commodity futures closed with gains and losses. LPG rose more than 5%, soda ash rose more than 2%, palm and coke rose more than 1%, and plastics and beans rose slightly; Glass fell more than 3%, jujube and EB fell more than 2%, apple and iron ore fell more than 1%, and Zheng alcohol and peanut fell slightly.
International Futures: oil prices in New York fell significantly on the 17th. The price of New York light crude oil futures for delivery in December fell $2.40 to close at $78.36 a barrel. December gold futures, the most actively traded gold futures market on the New York Mercantile Exchange, rose US $16.1 to US $1870.2 per ounce, or 0.87%.
overseas index
U.S. stock market: the three major U.S. stock indexes closed down, with the Dow down 0.58%, the S & P 500 down 0.26% and the NASDAQ down 0.33%. Tesla competitor rivian fell more than 15%, ending five consecutive days of gains, and Tesla rose more than 3%.
European stock market: the financial times 100 stock average price index 17 of London stock market closed at 7291.20, down 35.77 points or 0.49% from the previous trading day. France Paris Stock Market CAC40 index closed at 7156.85, up 4.25 points or 0.06% over the previous trading day; Germany’s Frankfurt DAX index closed at 16251.13, up 3.27 points or 0.02% from the previous trading day.
Asia Pacific Stock Market: on November 17, the Nikkei 225 index closed down 117.12 points, or 0.39%, at 29691.00. South Korea’s Kospi index closed down 34.79 points, or 1.16%, at 2962.42.
