daily collection
central bank: the people’s Bank of China provides low-cost funds to financial institutions through carbon emission reduction support tools, and guides financial institutions to provide carbon emission reduction loans to all kinds of enterprises in key areas of carbon emission reduction on the premise of independent decision-making and taking their own risks. The loan interest rate should be roughly the same as the market quotation interest rate (LPR) of loans of the same period and grade. The issuing object of carbon emission reduction support tools is tentatively determined to be national financial institutions. Through the direct mechanism of “loan before loan”, the people’s Bank of China provides financial support at 60% of the loan principal and 1.75% of the interest rate for qualified carbon emission reduction loans issued by financial institutions to relevant enterprises in key areas of carbon emission reduction.
national development and Reform Commission: the national development and Reform Commission and other departments issued the plan for the construction of water-saving society in the 14th five year plan. The plan made it clear that by 2025, the shortcomings of water-saving infrastructure and weak regulatory capacity will be basically supplemented, remarkable results have been achieved in the construction of water-saving society, and the total water consumption will be controlled within 640 billion cubic meters, The water consumption of 10000 yuan of China’s GDP is about 16.0% lower than that in 2020, the water consumption of 10000 yuan of industrial added value is 16.0% lower than that in 2020, the effective utilization coefficient of farmland irrigation water reaches 0.58, and the leakage rate of urban public water supply pipe network is less than 9.0%.
China Securities Journal: learned from people close to the regulatory authorities that the regulatory authorities are studying and launching relevant measures to further expand the opening of the capital market in accordance with the unified deployment of the new round of high-level opening to the outside world. The above-mentioned persons predict that the relevant measures to further expand the opening of the capital market will include: optimizing and expanding the channels and ways for foreign capital to participate in the domestic securities and futures market, expanding the opening of commodity and financial futures markets, and introducing more international varieties; Deepen the interconnection of domestic and foreign capital markets, improve and expand the Shanghai London Stock connect mechanism, improve the domestic issuance and listing system of overseas entities, and improve the supervision system of overseas listing of enterprises; Further strengthen the construction of regulatory capacity and risk prevention capacity in an open environment, effectively maintain the normal order of cross-border investment and financing activities, and create a predictable regulatory and institutional environment.
macroeconomic
national development and Reform Commission: with the release of nuclear production capacity of coal mines, the gradual production of construction coal mines and the resumption of production of temporarily suspended coal mines, the coal output has maintained a growth trend since October. The average daily dispatching output of coal reached 11.66 million tons from November 1 to 5, an increase of more than 1.2 million tons compared with the end of September, and the maximum daily output reached 11.93 million tons, a new high in recent years.
China Securities News: at the “first intelligent transportation Shanghai Forum and the inaugural meeting of Shanghai intelligent transportation Standardization Technical Committee” held on November 7, Shanghai Municipal Transportation Commission announced that 372 722.60 km roads were opened in the whole area of 386 New Lingang district and Jiading New Town, adding more than 7000 measurable traffic scenes. The opening of some sections of Lianggang Avenue in Lingang New Area marks that Shanghai allows intelligent Internet connected vehicles to carry out road testing activities on urban expressways.
interface news: on November 8, the passenger Federation data showed that the wholesale sales of new energy passenger vehicles reached 368000 in October, an increase of 6.3% month on month and 148.1% year-on-year. From January to October, the wholesale of new energy passenger vehicles was 2.381 million, a year-on-year increase of 204.3%. In October, the retail sales of new energy passenger vehicles reached 321000, a year-on-year increase of 141.1% and a month on month decrease of 3.9%. From January to October, the retail sales of new energy vehicles was 2139000, with a year-on-year increase of 191.9%. The trend of new energy vehicles is strongly different from that of traditional fuel vehicles, so as to realize the substitution effect on the fuel vehicle market and accelerate the transformation of the vehicle market to new energy.
Securities Times Network: the national health care negotiation in 2021 will begin on November 9 and end on November 11. The negotiation will last for three days. With the launch of a new round of health care negotiations, which heavy new drugs will get tickets to the health care catalogue has attracted much attention. Many “star drugs” participated in this negotiation. Among them, PD-1 is still the focus, and domestic PD-1 will participate in the negotiation with new indications on November 10; There are about 20 domestic innovative drug varieties in this negotiation, or the initial negotiation will be held, including car-t therapy with a price of one million yuan / time, China’s first independently developed ADC drug, etc. the negotiation results are worth looking forward to.
industry dynamics
China Securities Journal: since its peak in July, the futures and current prices of iron ore have fallen together. Although it experienced a rebound at the end of September and early October, it returned to the decline again, and recently broke to a low point in the year. Many industry insiders said in an interview that the oversupply of iron ore is difficult to change in the short term, and the future price will remain weak.
financial Associated Press: according to the latest regulatory requirements, securities companies should standardize their cooperation activities with big V, and the live broadcast of securities companies also puts forward normative requirements. A number of securities companies have taken urgent action today to quickly start the clean-up and rectification action, including all advertising contents with Internet media such as big V and small v. In addition, some securities companies require employees to take all self-Media videos personally produced and related to finance off the shelf and suspend updating.
interface news: in order to guide Guangdong platform enterprises to further standardize online promotion, on November 5, Guangdong Market Supervision Administration convened 16 key e-commerce platform enterprises under Guangdong jurisdiction, such as Alibaba South China company, vipshop and meituan optimization, to hold an administrative guidance meeting to notify and warn enterprises of violations, And provide administrative guidance on standardizing the “double 11” network centralized promotion activities.
Shanghai Securities News: Taobao education data show that the consumption of vocational skills education encouraged by the policy shows an upward trend after the opening and sale of double 11 education products. In tmall, more and more young people put their “skills” into shopping carts, and a large number of vocational qualification examinations and vocational skills training businesses have achieved steady growth. In the first wave of double 11, the consumption of vocational skills training increased by nearly 300%. Among them, halo education, which is mainly engaged in PMP management professional qualification certification courses, sold in the first wave of double 11. The turnover reached 10 times that of the same period in 2020, and thousands of orders were sold only for “halo PMP online courses”.
stock market focus
Securities Times: Citic Securities Company Limited(600030) according to the 2022 investment strategy, the overall consumption is expected to gradually return to the due potential growth track in 2022, and the marginal improvement under the recovery of consumption growth may become the economic highlight in 2022. It is suggested to focus on two main opportunities: one is the undervaluation opportunity of excellent leading enterprises under the long-term logic due to the impact of market environment or phased factors, and the other is the industries and companies with clear marginal repair logic under the expectation of epidemic improvement.
Securities Times: China International Capital Corporation Limited(601995) released the outlook for A-Shares in 2022: 2022 is in the “afterwave” period after large fluctuations under the impact of the epidemic. The growth, price “big rise” and subsequent potential “big fall” brought by the post epidemic extraordinary demand stimulus policies of some economies in the world, as well as the corresponding policy responses are important considerations for the analysis of asset allocation in 2022. At present, the Chinese market is worried about “stagflation”, real estate downturn and debt pressure. The market path may still have twists and turns, but it holds a neutral and positive view on the market in the next 12 months, focusing on grasping phased and structural opportunities according to the changes of the main contradictions in the market.
interface news: the first batch of MSCI China A50 interconnection ETFs were listed and traded well. As of 3 p.m. closing, the turnover of four MSCI China a50etfs had reached 10.086 billion yuan. Among them, Huaxia MSCI China a50etf ranks first with a turnover of 3.617 billion yuan, e fund MSCI China a50etf ranks first with a turnover of 2.889 billion yuan, and the turnover of huitianfu MSCI China a50etf and southern MSCI China a50etf also reached 2.05 billion yuan and 1.53 billion yuan respectively. It is worth mentioning that Huaxia MSCI China a50etf not only became the first stock ETF transaction on that day, but also broke the previous record of RMB 3.286 billion on the day of ETF listing.
first finance and Economics: on November 8, Contemporary Amperex Technology Co.Limited(300750) officially signed a strategic agreement with Nezha automobile. Contemporary Amperex Technology Co.Limited(300750) will participate in the D2 round of financing, make strategic investment in Nezha automobile, and fully open strategic cooperation in the fields of technology R & D and supply chain support.
subscription of new shares: Ouma software
new debt subscription: none
IPO: none
new bond listing: none
company news
St Zhongtian: shares have increased significantly recently, and the trading is suspended for verification
St distinguished person: plans to sell 210 million yuan of land and aboveground buildings
Shanghai Environment Group Co.Ltd(601200) : won the second placard of Three Gorges capital and Changjiang environmental protection group
Western Region Gold Co.Ltd(601069) : intends to acquire a number of mining companies, and the trading will be suspended from tomorrow
Jiangsu Lopal Tech.Co.Ltd(603906) : it is proposed to establish a joint venture to build the lithium iron phosphate cathode material project with an annual output of 100000 tons
Beijing Easpring Material Technology Co.Ltd(300073) : participated in a joint venture to build a production base of high nickel power lithium battery cathode materials in Finland
Zhejiang Huayou Cobalt Co.Ltd(603799) : there are still uncertainties in the subsequent acquisition and cooperation related to the layout of lithium iron phosphate business
Jiangxi Zhengbang Technology Co.Ltd(002157) : pig sales revenue in October was 1.434 billion yuan, down 17.65% month on month
Great Wall Motor Company Limited(601633) : 13235 new energy vehicles were sold in October
Chongqing Changan Automobile Company Limited(000625) : in October, the total sales volume was 202300, a year-on-year decrease of 4.87%
Beijing Dabeinong Technology Group Co.Ltd(002385) : pig sales revenue in October was flat month on month, down 1.72% year-on-year
Jiangsu Etern Company Limited(600105) : the controlling shareholder Yongding group plans to reduce its shares by no more than 2%
Hundsun Technologies Inc(600570) : chairman Peng Zhenggang plans to reduce his holdings of no more than 2 million shares
Meihua Holdings Group Co.Ltd(600873) : list of data
proposed share repurchase
of RMB 200 million to RMB 300 million
Shanghai and Shenzhen Stock Markets: on November 8, the three major A-share indexes opened up and down, rose and fell in the afternoon, and maintained a shock pattern throughout the day. As of the close, the Shanghai index rose 0.2%, the Shenzhen Composite Index rose 0.32% and the gem index rose 0.82%. On the disk, hotel catering, nonferrous metals, environmental protection, tourism, electrical equipment, transportation services and other industry sectors rose, biological vaccine, covid-19 testing, food and beverage, semiconductor and other sectors callback, and lithium battery, new energy vehicle and Tesla concept sectors rose.
Hong Kong stocks: Hong Kong stock Hang Seng Index closed down 0.43%, the biomedical sector fell sharply, Cansino Biologics Inc(688185) biology fell more than 7%, Yaoming biology fell 8.6% and Kingsley biology fell 4%. Air China Limited(601111) rose 7.85%, and China China Southern Airlines Company Limited(600029) rose 6.7%.
Shanghai Shenzhen Hong Kong stock connect: on November 8, the total net outflow of northbound funds was 1.003 billion yuan. Among them, the net inflow of Shanghai Stock connect was 770 million yuan and the net outflow of Shenzhen Stock connect was 1.773 billion yuan. Among the top ten traded stocks, the top three net purchases were Saic Motor Corporation Limited(600104) , Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , with net purchases of 492 million yuan, 413 million yuan and 359 million yuan respectively. The top three net sales are Jiangsu Hengrui Medicine Co.Ltd(600276) , Byd Company Limited(002594) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , with net sales of 518 million yuan, 438 million yuan and 299 million yuan respectively.
dragon tiger list: on November 8, among the stocks on the list, the largest net capital inflow was Zhejiang Huayou Cobalt Co.Ltd(603799) , with a net inflow of 1.445 billion yuan in the three days. Data show that the stock rose 9.83% during the day and 21.52% in the past three days. Specifically, the Shanghai Stock connect bought 872 million yuan in three days. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, Tianqi Lithium Corporation(002466) was the most bought, with a total of 315 million yuan. In addition, 9 shares were sold by institutions, and China Baoan Group Co.Ltd(000009) was sold the most, amounting to 192 million yuan.
margin trading : as of November 5, the balance of two financial transactions in Shanghai and Shenzhen was 183.0744 billion yuan, a decrease of 12.185 billion yuan compared with the previous trading day. Among them, the financing balance was 1687.307 billion yuan, a decrease of 9.917 billion yuan compared with the previous trading day; The balance of securities lending was 143.437 billion yuan, a decrease of 2.268 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.8970% overnight, up 1 basis point; Seven days Shibor reported 2.1210%, down 0.8 basis points; Three month Shibor reported 2.4520%, up 0.1 basis points.
foreign exchange
On November 8, the central parity rate of RMB against the US dollar increased by 21 basis points to 6.3959, compared with 6.3980 in the previous trading day. The onshore RMB closed at 6.3981 against the US dollar at 16:30 on November 8, up 32 points from the previous trading day.
property market observation
China Economic Times: the “golden nine and silver ten” in the traditional peak trading season of the real estate market has faded this year. The volume and price of the real estate market in many cities across the country have fallen together, and even the trading volume in some cities has halved year-on-year. At the same time, affected by regulation and control, a large proportion of cities have lengthened the de urbanization cycle, and many cities have obvious oversupply.
Securities Times: Shijiazhuang housing and Urban Rural Development Bureau issued an announcement to strengthen the supervision of real estate development projects. The announcement pointed out that for the real estate development projects sold after November 8, the pre-sale license approval procedures can be handled only after the pre-sale image progress reaches the top. The housing and construction department will further strengthen the supervision of the whole process of project construction, revise the supervision policy of commercial housing pre-sale funds, focus on strengthening the supervision and management of the remaining project construction and installation cost funds after the pre-sale of the project, and earmark them for the withdrawal of project funds, Ensure that the project fully meets the delivery conditions.
Chinanet Finance: according to the monitoring data of China Index Research Institute, the overall transaction of the real estate market fell last week, and the third line was prominent month on month. In terms of cities, the third tier represents cities with a large month on month decline of 37%. The total inventory in the monitored cities increased by 1.22% month on month, and the inventory in Shenzhen increased significantly. The overall supply and demand of the land market rose month on month, the trading volume of homestead increased significantly, the overall average price rose compared with last week, and the average price of homestead increased significantly. The transfer fee rose sharply, with Wuxi receiving nearly 27.4 billion yuan; The financing type of real estate enterprises is mainly medium-term notes, and the land acquisition cities are mainly concentrated in Nantong, Wuxi and Ningbo.
international information
CCTV news client: the three-day large-scale trade and investment matchmaking meeting of the fourth China International Fair entered its last day on the 8th. According to the statistics of the meeting, more than 360 exhibitors and 400 purchasers have participated in the meeting in the past two days, and 161 cooperation intentions have been reached, with an intention amount of US $1.39 billion.
financial Associated Press: at the 10th China International Petroleum Trade Conference, Ren Hongbin, Vice Minister of Commerce, said in his opening speech that the recent shortage of energy supply in some countries and regions has triggered fluctuations in the international market, which once again highlights the importance of ensuring the security of energy supply. The energy industries of various countries need to strengthen policy coordination and balance new energy and traditional energy The application and development of fossil energy, non fossil energy and different varieties of fossil energy should jointly curb speculation in the energy field, avoid sharp rise and fall in prices, safeguard the long-term interests of the industry and effectively reduce energy poverty.
interface news: the financial monitoring report recently released by the International Monetary Fund (IMF) predicts that in 2026, five years later, the national debt of the Korean government will reach 66.7% of China’s gross domestic product (GDP), up 15.4 percentage points from 51.3% at the end of this year, with the highest growth rate among the 35 countries listed as developed countries by the International Monetary Fund.
futures market
China Futures: on November 8, China’s commodity futures closed, with more gains and less losses. Jujube rose by more than 9%, fuel oil rose by more than 4%, crude oil rose by more than 3%, thread and PVC rose by more than 2%, pulp and sugar rose by more than 1%, and corn and plastics rose slightly; Zheng coal fell by more than 3%, soda ash and palm fell by more than 2%, Douer and Zheng alcohol fell by more than 1%, and Shanghai zinc and apple fell slightly.
International Futures: New York oil prices rose on the 8th. The price of New York light crude oil futures for delivery in December rose US $0.66 to close at US $81.93 a barrel. The December gold futures price, the most active trading in the gold futures market on the New York Mercantile Exchange, rose $11.2 on the 8th, or 0.62%, to close at $1828 an ounce.
overseas index
U.S. stock market: the three major U.S. stock indexes all reached a new closing high, with the Dow index up 0.29%, the NASDAQ index up 0.07% and the S & P 500 index up 0.09%. Tesla bucked the trend and fell nearly 5%.
European stock market: London stock market, the financial times 100 stock average price index 8 closed at 7300.40, down 3.56 points or 0.05% from the previous trading day. France Paris Stock Market CAC40 index closed at 7047.48, up 6.69 points or 0.10% over the previous trading day; Germany’s Frankfurt DAX index closed at 16046.52, down 7.84 points or 0.05% from the previous trading day.
Asia Pacific Stock Market: on November 8, the Nikkei 225 index closed down 102.57 points, or 0.35%, at 29509.00. South Korea’s Kospi index fell 0.31% to 2960.20
