daily collection
Beijing stock exchange: Beijing Stock Exchange opened on November 15, and the number of the first batch of companies exceeded 80. On the evening of November 10, 10 companies including Dadi electric disclosed the suggestive announcement on public offering of shares to unspecified qualified investors and listing on Beijing stock exchange, which indicated that the company’s shares would be listed on Beijing stock exchange on November 15 with the consent of Beijing stock exchange.
Xinhua News Agency: on November 11, President Xi Jinping was invited to deliver a keynote speech entitled “adhering to sustainable development and building an Asia Pacific Community of common destiny” to the apec business leaders summit by video in Beijing.
China Central Television: on November 10, China and the United States issued the Glasgow Joint Declaration on strengthening climate action in the 1920s during the United Nations Climate Change Conference in Glasgow. The two sides appreciated the work carried out so far and pledged to continue to work together and work with the parties to strengthen the implementation of the Paris Agreement.
Central bank: RMB loans increased by 826.2 billion yuan in October, an increase of 136.4 billion yuan year-on-year. At the end of October, the balance of broad money (M2) was 233.62 trillion yuan, a year-on-year increase of 8.7%, 0.4 percentage points higher than that at the end of last month and 1.8 percentage points lower than that in the same period of last year. According to preliminary statistics, the increment of social financing scale in October 2021 was 1.59 trillion yuan, an increase of 1970 billion yuan over the same period of last year and 721.9 billion yuan over the same period of 2019.
National Bureau of Statistics: in October 2021, the national consumer price rose by 1.5% year-on-year. Among them, urban rose by 1.6% and rural rose by 1.2%; Food prices fell by 2.4% and non food prices rose by 2.4%. In October 2021, the ex factory prices of industrial producers in China increased by 13.5% year-on-year and 2.5% month on month; The purchase price of industrial producers increased by 17.1% year-on-year and 2.6% month on month.
China government network: the general office of the State Council issued opinions on encouraging and supporting social capital to participate in ecological protection and restoration, encouraging and supporting social capital to participate in the whole process of investment, design, restoration and management of ecological protection and restoration projects, and carrying out activities such as ecological product development, industrial development, scientific and technological innovation and technical services around ecological protection and restoration, Carry out life-cycle operation management and protection for regional ecological protection and restoration.
Securities Times website: the general office of Hainan Provincial People’s government issued the plan for building an international tourism consumption center in Hainan Province during the 14th five year plan, which aims to basically complete the international tourism consumption center by 2025. Remarkable results have been achieved in the structural reform of the consumption supply side, the quality and capacity of consumption have been further improved, the consumer economy has reached a new level, and the role of consumption in stabilizing growth, promoting reform, adjusting structure and benefiting the people’s livelihood has been significantly enhanced.
macroeconomic
interface news: according to the national development and Reform Commission, all parties involved in production and transportation need to actively respond to the impact of bad weather on energy supply. Railways, highways and ports take the initiative to take preventive and response measures to increase the supply of electric coal. The impact of cold wave on electric coal transportation is gradually eliminated, and the coal storage level of power plant continues to improve. On November 9, the coal supply of the national unified dispatching power plant exceeded the coal consumption by more than 1.5 million tons again, the coal storage exceeded 120 million tons, an increase of more than 12 million tons compared with the end of October, the available days increased to 21 days, and the coal guarantee capacity for power generation and heating was further improved.
interface news: the Ministry of transport issued a notice on organizing pilot applications of autopilot and intelligent shipping. The notice proposed to focus on the development and application of autopilot and intelligent shipping technology, focus on the pilot, application-oriented and scenario supported, and implement a number of pilot projects with high integration with business and demonstration effect, Create a replicable and popularized case set, refine and form technical guidelines, standards and specifications, and promote the deep integration of new generation information technology and transportation.
21 Century Business Herald: recently, the reporter learned that some regional regulators have required commercial banks to report installment loan data for education and training. Regulators did not require the suspension of education installment loans, and required to report the relevant data caliber separately, or in order to understand the scale and asset quality of education installment. “It is equivalent to enjoying the treatment of reporting special data of real estate loans.” A person from a large bank branch joked that the local bancassurance issued a document requiring commercial banks to report the credit situation of education and training industry on a quarterly basis.
financial Associated Press: the reporter learned from China automobile industry association that China’s automobile sales in October were 2.333 million, a year-on-year decrease of 9.4%. China sold 383000 new energy vehicles in October, a year-on-year increase of 134.9%. From January to October, the cumulative sales volume of new energy vehicles was 2.542 million, a year-on-year increase of 176.6%. From January to October, the permeability continued to increase to 12.1%.
industry dynamics
interface news: recently, the Ministry of human resources and social security issued the 14th five year plan for technical education. The main objectives of technical education during the 14th Five Year Plan period are defined. By 2025, a good situation will be basically formed in which the technical education system will be more perfect, the layout will be more reasonable, the characteristics will be more prominent, and the scale and quality of skilled personnel training will be more in line with the needs of economic and social development. The number of students in school has remained above 3.6 million, more than 2 million highly skilled talents have been trained, and more than 20 million vocational training has been carried out for enterprise employees and key employment groups.
Shanghai Securities News: according to the news on China Petroleum & Chemical Corporation(600028) microblog in November and October, recently, Qingdao hydrogen resource base project, the largest hydrogen fuel cell hydrogen supply project in Shandong Province undertaken by China Petroleum & Chemical Corporation(600028) Qingdao refining and chemical industry, was completed. The project has an annual hydrogen production capacity of 2250 tons and is expected to be put into operation by the end of December this year. After putting into operation, it will completely solve the problem of hydrogen source for fuel cells in Qingdao, effectively improve the hydrogen production and supply capacity of Shandong Province, promote the rapid development of hydrogen energy industry in Shandong, and help build “Oriental hydrogen island”.
Securities Times: on November 9, the signing ceremony of the joint statement on information accessibility and opening license and the inaugural meeting of the working group on information accessibility technology and intellectual property rights were held. China Kwai Tong Joint Alibaba group, ant group, fast hand group, hungry, Tencent, beeli Li, 360 groups jointly formed “information accessibility technology and intellectual property open working group”. The above representatives signed the Joint Declaration on the opening of information accessibility technology and intellectual property rights, which opened 28 patents related to “fitness for the elderly and disability” free of charge. The fitness for aging mainly involves remote assistance, voiceprint registration, webcast interaction, etc; Accessibility mainly involves the online behavior identification and optimization of visually and hearing-impaired users, privacy protection in the process of online operation, etc.
Tiktok: , Guangdong securities and Exchange Commission: according to the Consumer Council of Guangdong, the Guangdong provincial council of consumer affairs interviewed 9 big business platforms including Taobao, Kwai Fu, jitter, Jingdong, Tmall and vip.com seven. The meeting reported the situation of each platform in the “investigation on online sales of ‘three no products’ and commodity label identification”, pointed out that e-commerce platform enterprises have problems such as “three no products” and lack of key information, false labeling, label identification does not meet national standards, commodity sales page information does not match with physical objects, “return of praise” and urged e-commerce enterprises to strengthen platform governance, Strict product quality management. Participating enterprises responded to the briefing and said they would implement rectification one by one according to the survey results.
stock market focus
China Securities Journal: recently, the A-share market has continued to suffer from weak shocks, and the market trading volume and individual stock profit-making effect have decreased significantly compared with the previous two months. For the short-term stock index performance, a number of Taurus private placement have given relatively cautious judgments. However, for the medium and long-term trend of the market, Jinniu private placement is generally optimistic, and also holds a positive view on the structural opportunities in the later market. For example, jingling investment believes that under the current macro environment, the potential changes of cross cycle adjustment policies deserve special attention. Considering the long-term growth prospects of China’s economy, we are still confident in the long-term performance of the A-share market.
Securities Times: Huaxin Securities believes that there is a window of rebound in the market in the short term, but judging from the rebound momentum on Tuesday, the market is still in a tangled state, with obvious sawing characteristics, and the “one-day tour” of the plate is also common. Therefore, under this cautious and optimistic attitude, we should be more vigilant, Beware of stepping back on the 3450-3470 point area under the failure of continuous rebound. It is recommended to underestimate the value of blue chips and boom reversal varieties in the plate selection, especially around the industries benefiting from the expected upward CPI.
China Securities Journal: since the second half of the year, the A-share pharmaceutical and biological sector has continued to callback, and the net value of many pharmaceutical theme funds has also significantly retreated. The largest pullback since the second half of the year has exceeded 25%. However, in the past week, many pharmaceutical theme funds have been listed on the fund sales list, and Jimin’s enthusiasm for adding positions is high. Alipay data show that in the past week’s sales list of TOP, several pharmaceutical funds have received a large purchase. Among them, more than 1 million people bought China EU medical and health hybrid C managed by Glenn, and the fund also rushed to the first place in weekly sales. At the same time, ICBC Credit Suisse Frontier Medical A and GF healthcare a have been purchased by more than 100000 and 50000 people respectively in the past week, which are very popular among Jimin.
Securities Times: QFII increased its overall holdings of A-Shares in the third quarter of this year. By the end of the third quarter, the number of A-Shares held by QFII had exceeded 1000 for the first time, with a total market value of 283.6 billion yuan, a record high compared with the third quarter of the previous year. According to the latest data, including Guangdong Great River Smarter Logistics Co.Ltd(002930) , Kunshan Kinglai Hygienic Materials Co.Ltd(300260) , Wencan Group Co.Ltd(603348) , Jade Bird Fire Co.Ltd(002960) , Jiangsu Leili Motor Corporation Limited(300660) , Jl Mag Rare-Earth Co.Ltd(300748) and other stocks. Since the fourth quarter, the above stocks have increased by more than 20%.
China Merchants Securities Co.Ltd(600999) : in 2022, A-Shares are still expected to maintain the trend of continuous entry of incremental funds into the market, but the pace is slower than that in the previous two years. Under the background of general overestimation of institutional heavy positions, the intensity of structural differentiation converges. The growth rate of A-share earnings will maintain a downward trend, the macro liquidity will gradually turn to abundant, and the growth rate of social finance will stabilize and recover, driving A-share to usher in a new round of upward cycle starting point in the third quarter. The market presents a “stable before rising” trend, similar to “√”. The industry configuration takes “counter cycle” and “Shun Technology” as the main line, and the style is larger than the market, but the degree of style differentiation is weakened.
Subscription of new shares: Fujia shares and Zhengqiang shares
Subscription of new bonds: Qilin convertible bonds, design and research convertible bonds and Soviet rent convertible bonds
IPO: Zhejiang Oceanking Development Co.Ltd(603213) , Shandong Linuo Technical Glass Co.Ltd(301188)
new bond listing: none
company news
Shenzhen Zqgame Co.Ltd(300052) : the company does not have the motivation to hype the stock price by rubbing the concept of cosmic hot spots
Do-Fluoride New Materials Co.Ltd(002407) : enchem plans to purchase lithium hexafluorophosphate products of no less than 1 billion yuan from its subsidiaries
Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) : Haiji new energy plans to invest in 2gwh lithium ion batteries and battery packs per year
Anhui Xinli Finance Co.Ltd(600318) : intends to restructure and acquire no less than 51% equity of BIC power, and the trading of shares is suspended
Wuxi Double Elephant Micro Fibre Material Co.Ltd(002395) : company’s optical grade PMMA products have not been applied to lithium battery coating diaphragm at present
Cngr Advanced Material Co.Ltd(300919) : signed a memorandum with sungeelhitech to carry out battery recycling and other cooperation in Europe
Shandong Shida Shenghua Chemical Group Company Limite(603026) : at present, the company has no production and sales of electrolyte products
Chengdu Guibao Science & Technology Co.Ltd(300019) : it is planned to invest 560 million yuan to build projects such as silicon carbon cathode materials for 10000 t / a lithium batteries
Sunwoda Electronic Co.Ltd(300207) : subsidiary plans to jointly invest with Wuling industry to establish a joint venture covering the power battery system of new energy vehicles
China Suntien Green Energy Corporation Limited(600956) : the power generation completed in October was 1021900 megawatt hours, an increase of 19.21% year-on-year
Jiangsu Tianmu Lake Tourism Co.Ltd(603136) : shareholders intend to reduce their holdings of no more than 4.09% of the company’s shares
Farasis Energy (Gan Zhou) Co.Ltd(688567) : shareholder Shanghang Xingyuan plans to reduce the company’s shares by no more than 3%
Inly Media Co.Ltd(603598) : shareholder Luo Yanji plans to reduce the company’s shares by no more than 3.995%
data list
Shanghai and Shenzhen Stock Markets: on November 10, the three major A-share indexes bottomed out and rebounded. As of the close, the Shanghai index fell 0.41%, the Shenzhen composite index fell 0.38% and the gem index fell 0.3%. On the disk, Yuan universe concept stocks continued to be active, with chemical pharmaceuticals, biological vaccines, diamond cultivation, consumer electronics and other sectors leading the gains; Salt lake lithium, cobalt, coal, automobile, beverage manufacturing, food and other sectors led the decline.
Hong Kong stocks: Hong Kong stocks Hang Seng Index closed up 0.74%, real estate stocks rebounded from the bottom, Shimao Group rose 17%, China Olympic Park rose more than 15%, and rongchuang China rose 14.9%. The pharmaceutical sector rose, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) rose nearly 10%, and Kingsley biology rose more than 8%.
Shanghai Shenzhen Gangtong: on November 10, the total net outflow of northbound funds was 11.81 billion yuan. Among them, the net outflow of Shanghai Stock connect was 5.062 billion yuan and that of Shenzhen Stock connect was 6.748 billion yuan. Among the top ten traded stocks, the top three in net purchases were Contemporary Amperex Technology Co.Limited(300750) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Zhejiang Huayou Cobalt Co.Ltd(603799) , with net purchases of 362 million yuan, 292 million yuan and 197 million yuan respectively. The top three net sales are Gree Electric Appliances Inc.Of Zhuhai(000651) , Ping An Insurance (Group) Company Of China Ltd(601318) , China Vanke Co.Ltd(000002) , with net sales of 993 million yuan, 865 million yuan and 846 million yuan respectively.
dragon tiger list: on November 10, among the stocks on the list, the largest net capital inflow was Nanjing Baose Co.Ltd(300402) , which was 103 million yuan. The data showed that the stock had a 20% large daily limit, a difference of only 2.27% from the historical highest price of 38.72 yuan. Specifically, Huaxin Shanghai Branch bought a net of 39.0467 million yuan. A total of 30 stocks were involved in the institutional participation in the dragon and tiger list, of which 16 were net bought by the institution, Kunshan Huguang Auto Harness Co.Ltd(605333) was the most bought, with a net inflow of 80.6951 million yuan in three days. In addition, 14 shares were net sold by institutions, and Sailun Group Co.Ltd(601058) was the most sold, amounting to 277 million yuan.
margin trading : as of November 9, the balance of two financial transactions in Shanghai and Shenzhen was 1837.03 billion yuan, an increase of 2.363 billion yuan over the previous trading day. Among them, the financing balance was 1695.936 billion yuan, an increase of 3.175 billion yuan over the previous trading day; The balance of securities lending was 141.094 billion yuan, a decrease of 812 million yuan compared with the previous trading day.
Shibor : Shibor reported 1.8330% overnight, down 30.4 basis points; Shibor reported 2.1420% in seven days, down 4.9 basis points; Three month Shibor reported 2.4540%, unchanged from the previous day.
foreign exchange
On November 10, the central parity rate of RMB against the US dollar was lowered by 45 basis points to 6.3948, compared with 6.3903 in the previous trading day. The onshore RMB closed at 6.3915 against the US dollar, up 35 basis points from the previous trading day.
property market observation
first finance and Economics: in the trend of market decline, on November 10, real estate stocks ushered in a long-standing contrarian market. On November 9, Bank Of China Limited(601988) market dealers association held a symposium on behalf of real estate enterprises. Companies such as China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Poly Developments And Holdings Group Co.Ltd(600048) , Longhu group, country garden and Midea real estate plan to register and issue debt financing instruments in the inter-bank market in the near future. A representative of real estate enterprises who attended the meeting disclosed to China first finance that both short-term finance and medium-term ticket are expected to be liberalized to private housing enterprises, but the first beneficiaries should be the high-quality customers of the bank. This is regarded as the “thawing” signal of the financing environment in the real estate industry.
financial Associated Press: the latest data released by the people’s Bank of China show that the real estate loans of financial institutions have increased significantly recently. At the end of October, the balance of personal housing loans of banking financial institutions was 37.7 trillion yuan, an increase of 348.1 billion yuan in the current month, an increase of 101.3 billion yuan over September. In addition, the reporter learned from a number of banks that the investment in real estate development loans also increased significantly in October. In the first ten days of November, the investment in real estate loans of all banks further increased. It is expected that the month on month growth trend of real estate loans will continue.
international information
China Central Television: the data released by the Central Bank of Russia on the same day showed that as of November 1, Russia’s international reserves exceeded 624 billion US dollars, a record high. Russia’s international reserves are highly liquid foreign assets held by the Russian Central Bank and the government. Reserves include monetary gold, special drawing rights, reserve positions in the International Monetary Fund and foreign exchange reserves. In 2020, Russia’s international reserves increased by 7.5%, and the total reserves as of January 1 this year were US $5958.
interface news: Japan’s Akita county government announced on the 10th that highly pathogenic avian influenza had been confirmed in the chicken farm in Yokota City, and 143000 laying hens had been culled. The simple test on the 9th showed a positive reaction, and the gene test result was also positive. This is the first case of bird flu in Japanese chicken farms this winter.
interface news: the Greenland parliament has passed legislation to prohibit uranium mining and stop the development of kuannersuit mine, one of the world’s largest rare earth mines. Kuannersuit, owned by the Australian mining company Greenland mining, contains a large amount of rare earth metals.
futures market
China Futures: China commodity futures closed, with black leading the market. Glass and ferrosilicon fell by more than 5%, iron ore and Zheng alcohol fell by more than 4%, coke and coking coal fell by more than 3%, manganese silicon fell by more than 2%, hot coil and Zheng coal fell by more than 1%, and Shanghai copper and NR fell slightly; Asphalt rose by more than 3%, apple and PVC rose by more than 2%, jujube and soybean meal rose by more than 1%, and sugar and rubber rose slightly.
International Futures: on Wednesday, US Eastern time, international oil prices fell significantly. As of the close, December crude oil futures in New York closed down $2.81, or 3.34%, to $81.34/barrel; Brent January crude oil futures fell $2.14, or 2.52%, to $82.64 a barrel. The international gold price rose. As of the closing, the December gold futures price, the most active trading in the gold futures market of the New York Mercantile Exchange, rose $17.5 on the 10th compared with the previous trading day to close at $1848.3 per ounce, or 0.96%, a new closing high since June.
overseas index
U.S. stock market: on Wednesday, Eastern time, the three major U.S. stock indexes fell collectively. As of the close, the Dow closed down 240.04 points to 36079.94 points, or 0.66%; The NASDAQ closed down 263.83 points, or 1.66%, at 15622.71; The S & P 500 index fell 38.54 points, or 0.82%, to 4646.71.
European stock market: European time on Wednesday, the three major European stock indexes rose collectively. As of the close, the UK FTSE 100 index closed at 7340.15, up 66.11 points or 0.91% over the previous trading day; France CAC40 index closed at 7045.16, up 1.89 points or 0.03% over the previous trading day; Germany DAX30 index closed at 16067.83, up 27.36 points or 0.17% from the previous trading day.
Asia Pacific Stock Market: on November 10, the Nikkei 225 index closed down 192.96 points, or 0.66%, at 29092.50. South Korea’s Kospi index closed down 30.94 points, or 1.04%, at 2931.52.
