daily collection
national development and Reform Commission: the national development and Reform Commission and the Ministry of industry and information technology issued the implementation plan to promote the high-quality development of API industry, aiming to develop a number of high value-added and high growth varieties, break through a number of green and low-carbon technology and equipment, cultivate a number of leading enterprises with international competitiveness, and build a number of industrial clusters and production bases with global influence by 2025.
interface news: ten departments including the national development and Reform Commission issued the national cleaner production implementation plan during the 14th five year plan. The plan proposes that by 2025, cleaner production in industrial fields will be fully implemented, cleaner production in agriculture, service industry, construction industry, transportation and other fields will be further deepened, the overall level of cleaner production will be greatly improved, the utilization efficiency of energy and resources will be significantly improved, the emission intensity of major pollutants and carbon dioxide in key industries will be significantly reduced, and the cleaner production industry will continue to grow. By 2025, industrial energy efficiency and water efficiency will be significantly higher than that in 2020, and 60 million mu of efficient and water-saving irrigation area will be added.
Xinhua News Agency: Premier Li Keqiang recently signed an order of the State Council to promulgate the regulations on the administration of groundwater, which will come into force on December 1, 2021. In recent years, with the economic and social development, the degree of groundwater development and utilization in China has been increasing, resulting in prominent problems of groundwater overexploitation and pollution in some areas. In order to strengthen the management of groundwater, the regulations make provisions from the aspects of investigation and planning, conservation and protection, over exploitation treatment, pollution prevention and control, supervision and management, etc. First, standardize the investigation, evaluation and planning of groundwater conditions. Second, strengthen the conservation and protection of groundwater. Third, strictly control the overexploitation of groundwater. Fourth, improve the prevention and control measures of groundwater pollution. Fifth, strengthen supervision and management.
central bank: Yi Gang, governor of the people’s Bank of China, said in a speech at the 30th anniversary of the establishment of the Institute for emerging economies of the Bank of Finland that the people’s Bank of China should properly develop and design schemes to effectively reduce negative impacts. First of all, we adhere to the M0 positioning of digital RMB, do not calculate and pay interest, and reduce the competition with bank deposits. Secondly, adopt a two-tier operation system, that is, the central bank implements centralized management to ensure the ability to regulate money issuance and monetary policy; Commercial banks and Payment institutions act as intermediaries to exchange digital RMB for the public and provide payment services. Thirdly, the system friction such as the upper limit of wallet balance and the upper limit of transaction amount is set to reduce the risk of run as much as possible. At the same time, in the pilot process, the impact on monetary policy, financial market and financial stability is also an important test content.
21st Century Business Herald: the reporter learned from many sources that at present, relevant departments are formulating carbon quota allocation methods for non-ferrous metals, building materials and steel industries to promote enterprises in the above three industries to participate in carbon trading. Previously, the ecological environment department entrusted China State Construction Engineering Corporation Limited(601668) Materials Federation, China Nonferrous Metals Industry Association and China Iron and steel industry association to carry out the work related to the participation of building materials, nonferrous metals and iron and steel industries in carbon emission trading.
macroeconomic
Guangdong Provincial People’s Government: the general office of Guangdong Provincial People’s government issued a notice on several policies and measures to promote urban consumption, indicating that the restrictions on automobile licensing indicators in Guangzhou and Shenzhen will be gradually relaxed to release consumer demand. From 2021 to 2022, the incremental index of configuring energy-saving cars in Guangzhou will increase to 80000; Shenzhen will further relax the application conditions for indicators of new energy cars, cancel social security conditions and other restrictions, and promote the sales of new energy cars.
Securities Times: according to the website of the State Administration of market supervision, the general office of the State Administration of Market Supervision issued a notice on the special rectification action of illegal commercial marketing publicity of children and adolescents’ myopia prevention and control products, and decided to organize the special rectification action of illegal commercial marketing publicity of children and adolescents’ myopia prevention and control products from November 2021 to March 2022. Key tasks include: severely crack down on false and illegal marketing and publicity of children and adolescents’ myopia prevention and control products; Strengthen monitoring and random inspection; Strengthen the supervision of key media and regions; Strengthen administrative guidance.
interface news: the Ministry of industry and information technology recently approved the establishment of four national manufacturing innovation centers, including the national 5g medium and high frequency device innovation center, the national glass new material innovation center, the national high-end intelligent household appliance innovation center and the national intelligent voice innovation center. The national 5g medium and high frequency device innovation center is established by relying on Shenzhen Huixin Communication Technology Co., Ltd. its main shareholders include the industry backbone in the fields of communication core devices, materials, antennas, terminals and so on. The innovation center will focus on the major needs in the field of 5g medium and high frequency devices, focusing on three R & D directions: new semiconductor materials and processes, 5g medium and high frequency core devices, and silicon-based millimeter wave integrated chips for RF front-end, so as to support the innovation and development of China’s 5g medium and high frequency device industry.
Securities Times: the development and Reform Commission of Zhejiang Province and the Provincial Energy Bureau issued the implementation opinions on accelerating the demonstration application of new energy storage in Zhejiang Province. The work goal is: from 2021 to 2023, the province will complete the grid connected 1 million KW new energy storage demonstration project, and strive to achieve the development goal of about 2 million KW new energy storage demonstration project in the 14th five year plan. In line with the development of new power system, focus on supporting the construction of centralized large-scale (capacity not less than 50000 kW) and distributed platform aggregation (capacity not less than 10000 kW) new energy storage projects to provide capacity support and peak shaving capacity for power system. It is encouraged to explore the research, demonstration and application of hydrogen storage, molten salt energy storage and other innovative energy storage technologies.
industry dynamics
interface news: according to the website of the state film administration, the state film Administration recently issued the “14th five year plan” China Film Co.Ltd(600977) development plan, which puts forward that film creation and production will be more prosperous. On the basis of stable film production, the quality has been significantly improved. The creative tasks of key films were completed as scheduled, and the creative pattern of diversified types and themes was continuously improved. About 10 high-quality films were launched every year, with a box office of more than 100 million yuan and about 50 domestic films. The audience’s satisfaction with domestic films continued to remain high.
China Central Television News: hosted by the Shanghai municipal government, CO hosted by the Shanghai Municipal Commission of Commerce, the Shanghai Municipal Economic and Information Technology Commission and the Shanghai Minhang District government, and implemented by the Shanghai software foreign trade alliance, the Opening Forum of the 19th Shanghai Software Trade Development Forum was held in nanhongqiao, Shanghai on the morning of November 9. The reporter learned from the Shanghai Municipal Commission of commerce that from January to September, the import and export volume of Shanghai’s service trade reached 160.6 billion US dollars, a year-on-year increase of 44.9%; The export of software trade reached US $3.83 billion, a year-on-year increase of 32%, reflecting the development toughness of Shanghai’s service trade and software trade and the development potential brought by the digital transformation of the city.
interface news: according to the statistics of 25 excavator manufacturing enterprises by China Construction Machinery Industry Association, 18964 excavators of all kinds were sold in October 2021, a year-on-year decrease of 30.6%; Among them, there were 12608 sets in China, a year-on-year decrease of 47.2%; 6356 sets were exported, a year-on-year increase of 84.8%.
Securities Times: according to the news of the Three Gorges group, at present, it is a critical period for the national power supply guarantee. The hydropower and wind power projects of the Three Gorges group are coordinated and renewed, and the installed power generation capacity has exceeded 100 million KW, adding green power to the power supply guarantee this winter and next spring. The latest data show that the installed power generation capacity of the Three Gorges group has reached 101 million KW, which is equivalent to the total installed capacity of 4.5 Three Gorges power stations. Among them, the installed capacity of clean energy exceeds 96 million KW, accounting for about 96%, marking another step towards the goal of building a world-class multinational clean energy group.
surging news: during the fourth China International Fair, Tao Lin, global vice president of Tesla, said in a written interview with surging news reporters: “it is hoped that in the near future, not only Tesla models made in China can reach nearly 100% localization productivity, but also Tesla models independently designed and manufactured by Chinese teams may be seen driving on Chinese roads.” Tao Lin said, “as Tesla CEO musk said: ‘I think China is the future’. We are full of confidence in the future development of the Chinese market. Tesla is honored to work with other partners to bring advanced technology and send Chinese quality overseas, so as to contribute to the construction of a new ‘double cycle’ development pattern.”
stock market focus
Shanghai Securities News: on November 9, the seed industry sector led the two cities, and several stocks rose by the intraday limit. As of the closing, Yuan Longping High-Tech Agriculture Co.Ltd(000998) rose by the limit, Winall Hi-Tech Seed Co.Ltd(300087) , Beijing Dabeinong Technology Group Co.Ltd(002385) , Shandong Denghai Seeds Co.Ltd(002041) followed. Shanghai securities information industry has learned that the action plan for the revitalization of seed industry is expected to be issued and implemented in the near future. It is understood that this deployment will focus on exploring and utilizing excellent germplasm resources, accelerating the construction of breeding system, strengthening the core research of provenance, and the industrial application of biological breeding (such as transgenic). Among them, it supports the development of advantageous enterprises by encouraging mergers and acquisitions, and becomes a leading enterprise in subdivided fields.
first finance and Economics: Boc International (China) Co.Ltd(601696) pointed out that China’s medical and American market is in the stage of rapid increase in penetration and strong terminal demand. At the same time, with the continuous improvement of R & D and technology of Chinese enterprises, domestic brands continue to expand the Chinese market with higher cost performance. In the current situation of stricter policy supervision and severely cracking down on the non-compliance and illegal medical and American market, it is beneficial to China’s leading enterprises. It is suggested to pay attention to: medical beauty leader Imeik Technology Development Co.Ltd(300896) with the ability of forward-looking differentiated product layout; Leading hyaluronic acid raw material for continuous product development Bloomage Biotechnology Corporation Limited(688363) .
Securities Times website: China Industrial Securities Co.Ltd(601377) believes that this week, the price of thermal coal gradually fell to a reasonable level under the guidance of policies. In terms of supply, under a series of supply guarantee measures, the coal output increased significantly compared with the previous period. In terms of demand, the winter heating season has come, and the terminal daily consumption is about to rise seasonally, but there is still a gap between the terminal coal inventory and the same period last year, and there is still a demand for replenishment in the short term. To sum up, at present, the relationship between coal supply and demand has eased, but the winter storage market is supported, and the short-term coal price has entered the shock stage. In the follow-up, we will focus on the effect of policy regulation and the change of daily consumption. Recommended combinations: Shaanxi Coal Industry Company Limited(601225) , China Shenhua Energy Company Limited(601088) , Yanzhou Coal Mining Company Limited(600188) , Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) , Huaibei Mining Holdings Co.Ltd(600985) .
China Securities News: Huaxi Securities Co.Ltd(002926) the strategy team recently released a research report that the cross year market is the market of high-quality growth stocks. The high-quality growth sector is not only the direction of institutional capital allocation, but also the main line of medium and long-term allocation. Under the background of “carbon neutralization”, the new energy industry chain will be a sustainable and high-profile industry in the future, which can focus on lithium battery, photovoltaic, energy storage, wind power and other sectors. In terms of specific industry configuration, Huaxi Securities Co.Ltd(002926) it is suggested that the first is to benefit from the “double carbon” policy and high-quality growth sectors with high industry prosperity, such as new energy and new energy vehicles; Secondly, focus on undervalued sectors such as banks. In terms of theme investment, we can pay attention to the connotation expansion of “carbon neutralization”, military industry, digital economy, meta universe, etc.
subscription of new shares: none
new debt subscription: none
IPO: qiangrui technology, Shandong Longhua New Material Co.Ltd(301149) , Jee Technology Co.Ltd(688162)
new bond listing: none
company news
Sinoma Science & Technology Co.Ltd(002080) : subsidiary plans to build lithium battery diaphragm production line with 895 million yuan
Zhe Jiang Dong Ri Limited Company(600113) : land and other assets will be expropriated, and the impact on net profit is expected to exceed 500 million yuan
China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) : the contracted sales amount in October was 16.545 billion yuan, a year-on-year decrease of 36.44%
New Hope Liuhe Co.Ltd(000876) : October pig sales revenue was 1.332 billion yuan, a year-on-year decrease of 47.31%
Shandong Xiantan Co.Ltd(002746) : in October, the sales revenue of chicken was about 314 million yuan, with a year-on-year increase of 24.6%
Jianglong Shipbuilding Co.Ltd(300589) : controlling shareholder Xia Gang plans to reduce his holding of no more than 4% of the company’s shares
Shanxi C&Y Pharmaceutical Group Co.Ltd(300254) : Chairman Huang Lequn increased his holdings of 485500 shares
Guangdong Huatie Tongda High-Speed Railway Equipment Corporation(000976) : the actual controller and controlling shareholder intend to increase their holdings by 50 million yuan to 100 million yuan
Jiangxi Huawu Brake Co.Ltd(300095) : shareholder Chuang Dongfang investment reduced 2% of its shares
Xdc Industries(Shenzhen) Limited(300615) : shareholder Li Xiaoxiao plans to reduce his shares by no more than 1.06%
Hangzhou Anysoft Information Technology Co.Ltd(300571) : sign VR strategic cooperation agreement
Dayu Water-Saving Group Co.Ltd(300021) : it is proposed to raise no more than 300 million yuan
Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) : proposed 100000 t / a battery grade lithium iron phosphate cathode material project
data list
Shanghai and Shenzhen Stock Markets: on November 8, the three major A-share indexes maintained a volatile trend, and the gem index performed slightly stronger. As of the close, the Shanghai index rose 0.25%, the Shenzhen Composite Index rose 0.43% and the gem index rose 0.88%. On the disk, mineral products, aviation, semiconductors, tourism, medicine, communication equipment and other industry sectors rose ahead, while coal, oil, wine and other sectors retreated. More than ten stocks in the national defense and military industry sector rose by the limit, and the seed industry, digital currency, chip, green power, energy storage, 5g concept, photovoltaic, Huawei concept and other sectors performed well. The turnover of the two cities exceeded trillion yuan for the 13th consecutive trading day.
Hong Kong stocks: the Hang Seng Index of Hong Kong stocks closed up 0.2%, the biomedical sector rebounded sharply, the pioneering pharmaceutical industry rose more than 22%, Yaoming biology rose more than 10%, and Cinda biology rose 8%. Education and semiconductor sectors rose, with Huahong semiconductor up more than 4%, Semiconductor Manufacturing International Corporation(688981) up 3.9%; New Oriental rose 5.86%. Haidilao fell 5.4% and China flying crane fell 2.36%.
Shanghai Shenzhen Hong Kong stock connect: on November 9, the total net outflow of northbound funds was 2.116 billion yuan. Among them, the net outflow of Shanghai Stock connect was 1.954 billion yuan and that of Shenzhen Stock connect was 162 million yuan. Among the top ten traded stocks, the top three in net purchases were Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy Technology Co.Ltd(601012) , Wuliangye Yibin Co.Ltd(000858) , with net purchases of 534 million yuan, 525 million yuan and 260 million yuan respectively. The top three net sales are Ping An Insurance (Group) Company Of China Ltd(601318) , Kweichow Moutai Co.Ltd(600519) , Baoshan Iron & Steel Co.Ltd(600019) , with net sales of 1.029 billion yuan, 536 million yuan and 357 million yuan respectively.
dragon tiger list: on November 9, among the stocks on the list, satellite chemistry had the largest net capital inflow, amounting to 334 million yuan. The data show that the stock closed within the daily limit, with a turnover rate of 1.88% and a turnover of 1.267 billion yuan. Specifically, Shenzhen Stock connect net bought 341 million yuan. A total of 31 stocks were involved in the institutional participation list, of which 20 were net bought by the institution, Jiangsu Tongli Risheng Machinery Co.Ltd(605286) was the most bought, with a net purchase of 147 million yuan in three days. In addition, 11 shares were sold by institutions, and Changsha Jingjia Microelectronics Co.Ltd(300474) was sold the most, amounting to 98.333 million yuan.
margin trading : as of November 8, the balance of two financial transactions in Shanghai and Shenzhen was 1834.667 billion yuan, an increase of 3.923 billion yuan over the previous trading day. Among them, the financing balance was 1692.761 billion yuan, an increase of 5.454 billion yuan over the previous trading day; The balance of securities lending was 141.906 billion yuan, a decrease of 1.531 billion yuan compared with the previous trading day.
Shibor : Shibor reported 2.1370% overnight, up 24 basis points; Shibor reported 2.1910% in 7 days, up 7 basis points; Three month Shibor reported 2.4540%, up 0.2 basis points.
foreign exchange
On November 9, the central parity rate of RMB against the US dollar rose 56 basis points to 6.3903, compared with 6.3959 in the previous trading day. The onshore RMB closed at 6.3950 against the US dollar, up 31 points from the previous trading day.
property market observation
interface news: the Supreme People’s Court issued an opinion on deepening the rectification of false litigation on the 9th, which proposed to strictly review the effectiveness of contracts and rectify false housing sales litigation. In order to evade debts, evade execution, obtain the benefits of illegal demolition, evade macro-control policies and other illegal purposes, if a lawsuit is brought against a fictitious house sales contract relationship, the contract shall be deemed invalid. If the buyer invents the house purchase qualification to participate in the judicial auction of real estate and the auction is successful, and the parties and interested parties claim that the auction is invalid on the grounds of violating public order and good customs, it shall be supported. If the buyer’s fictitious purchase qualification leads to the invalidity of the auction, it shall be liable for compensation according to law.
China Securities Journal: from the sales data of October disclosed by real estate enterprises, although the overall sales fell year-on-year, it has obviously warmed up compared with September. The sales volume of the leading real estate enterprises rose month on month in October, and the number of land acquisition and promotion gradually picked up. In addition, Seazen Holdings Co.Ltd(601155) , Zhejiang Jianye Chemical Co.Ltd(603948) and other real estate enterprises actively repay maturing US dollar bonds or US dollar bills. Among them, Seazen Holdings Co.Ltd(601155) plans to repay the maturing US dollar bonds more than one month in advance.
surging news: on November 9, according to the monitoring data of Shanghai Lianjia Research Institute, 13000 second-hand houses were sold in Shanghai in October, an increase of 8% month on month and a year-on-year decrease of 53%; The turnover was 42.2 billion yuan, an increase of 10% month on month and a year-on-year decrease of 57%; The average total price of each set was 3.14 million yuan / set, unchanged month on month, with a year-on-year decrease of 9%; The average transaction price was 38812 yuan / m2, an increase of 1% month on month and a year-on-year decrease of 7%.
international information
China Central Television news client: on the 9th local time, South Korea’s Samsung Electronics and SK Hynix confirmed that the two companies submitted chip business information that did not involve sensitive content such as customer data to the U.S. government on the afternoon of the 8th Eastern time. It is understood that Samsung Electronics also omitted inventory information and marked all submitted materials as non-public “confidential documents”. Samsung pointed out that according to the confidentiality provisions of the contract, customer information cannot be disclosed to the public, so it will be omitted after consultation with the U.S. Department of Commerce. Sk Hynix marks some data as confidential documents, and the inventory data is only provided according to the classification of vehicle, mobile phone and computer. Sk said that on the premise of maintaining mutual trust with customers, the company comprehensively considered various situations and submitted materials.
financial Associated Press: the U.S. Geological Survey said in a statement on Monday that it would solicit public opinions on a revised draft list of key minerals by December 9. The latest list gives a detailed list of platinum group metals and rare earth element groups generally summarized in 2018. In addition, compared with the list in 2018, the latest update deleted helium, potassium salt, rhenium and strontium, and added nickel and zinc. Most of the above listed key minerals of the U.S. government are mainly imported, and the latest addition of nickel and zinc undoubtedly reflects that the United States believes that its dependence on the import of these two metals has caused its economic and military strategic vulnerability and is vulnerable to foreign government actions, natural disasters and other events that may interfere with the supply of key minerals.
futures market
China Futures: China commodity futures closed mixed, with Zheng coal down more than 7%, EB and urea down more than 2%, SS and Zheng oil down more than 1%, and beans 2 and plastics down slightly; Jujube rose by more than 3%, PVC and rapeseed meal rose by more than 2%, Shanghai nickel and Shanghai zinc rose by more than 1%, and pulp and PTA rose slightly.
International Futures: oil prices in New York rose significantly on the 9th. The price of New York light crude oil futures for delivery in December rose $2.22 to close at $84.15 a barrel. The December gold futures price, the most active trading in the gold futures market on the New York Mercantile Exchange, rose $2.8 on the 9th, or 0.15%, to close at $1830.8 an ounce.
overseas index
U.S. stock market: the three major U.S. stock indexes closed down, with the Dow down 0.31%, the NASDAQ down 0.60% and the S & P 500 down 0.35%. New energy vehicle stocks generally fell, Weilai fell more than 5%, and Xiaopeng automobile fell more than 6%. Tesla fell nearly 12%, the largest one-day decline since September 2020, and fell more than 16% in two days.
European stock market: London stock market, the financial times 100 stock average price index 9 closed at 7274.04, down 26.36 points or 0.36% from the previous trading day. France Paris Stock Market CAC40 index closed at 7043.27, down 4.21 points or 0.06% from the previous trading day; Germany’s Frankfurt Stock Exchange DAX index closed at 16040.47, down 6.05 points or 0.04% from the previous trading day.
Asia Pacific Stock Market: on November 9, the Nikkei 225 index closed down 236.05 points, or 0.80%, at 29271.00. South Korea’s Kospi index closed up 2.26 points, or 0.08%, at 2962.46.
