daily collection
CCTV news: on the evening of November 4, President Xi Jinping attended the opening ceremony of the fourth China International Import Expo by video and delivered a keynote speech. Xi Jinping it is emphasized that China will establish an import trade promotion innovation demonstration zone, optimize the list of cross-border e-commerce retail imported goods, promote the implementation and processing of imported goods in border people’s mutual trade, and increase imports from neighboring countries. Xi Jinping stressed that China will further reduce the negative list of foreign investment access and orderly expand the opening of telecommunications, medical and other service industries. China will revise and expand the catalogue of industries to encourage foreign investment, and guide more foreign investment in advanced manufacturing, modern service industry, high and new technology, energy conservation and environmental protection, as well as in central and Western China and Northeast China. Xi Jinping stressed that China will deeply participate in international cooperation such as green, low-carbon and digital economy, and actively promote its accession to the comprehensive and progressive cross The Pacific Securities Co.Ltd(601099) partnership agreement and the digital economy partnership agreement.
China Central Television finance and Economics: on November 4, China Mobile’s IPO application was approved by the development and Examination Committee of the CSRC. The world’s largest mobile communication operator will officially return to A-Shares and will be listed on the Shanghai Stock Exchange in the future. It is understood that the return of China Mobile is expected to become the largest IPO of A-Shares in recent ten years. According to the prospectus previously disclosed, the number of A-Shares to be publicly issued in this listing does not exceed 965 million, and it is proposed to raise 56 billion yuan to invest in “5g boutique network construction project” and “cloud resources new infrastructure construction project”, of which nearly 73% will be invested in New infrastructure construction.
interface news: Longi Green Energy Technology Co.Ltd(601012) announced that in July 2021, Han Hua filed an application for a simple cross-border temporary injunction against Longji, the wholly-owned subsidiary of the company, with the District Court of Rotterdam, the Netherlands. On November 3, 2021 Dutch time, the company received the cross-border temporary injunction officially delivered by the bailiff, and the above cross-border temporary injunction will officially take effect one working day after the date of delivery.
interface news: on November 4, the Ministry of agriculture and rural areas held a press conference to introduce the supply guarantee of important Shenzhen Agricultural Products Group Co.Ltd(000061) production this winter and next spring. The relevant person in charge of the Ministry of agriculture and rural areas said that the recent general rise in vegetable prices across the country was caused by multiple factors, and the total supply of vegetables across the country was sufficient. Tang Ke, director of the market and Information Technology Department of the Ministry of agriculture and rural areas, said that throughout the year and at present, including the next “two festivals”, the national vegetable production is generally normal, the impact of the disaster is local and phased, and only some varieties are affected. The area and yield of other main varieties increased slightly, except that the yield of leafy vegetables such as spinach, rape, lettuce and celery decreased slightly due to disasters. The total supply is sufficient, so consumers don’t have to worry.
macroeconomic
Securities Times: recently, Xia Nong, a first-class inspector of the industry department of the national development and Reform Commission, led a team to Baosteel Resources Co., Ltd. Xia Nong pointed out that we should continue to increase support for China’s iron ore development, study and establish a departmental coordination mechanism, break through the policy blocking points in China’s iron ore development, continuously improve China’s independent guarantee capacity of iron ore, and maintain the safety of China’s iron and steel industry chain and supply chain.
interface news: Li Xiaopeng stressed the need to build a world-class shipping center and accelerate the construction of a global shipping hub in the Yangtze River Delta. Accelerate the construction of world-class port clusters and airport clusters, improve the overall competitiveness and influence of shipping hubs, promote the “Trinity” development of comprehensive transportation hub clusters, hub cities and hub ports and stations, strive to build a leading area for high-quality transportation development, accelerate the construction of a demonstration and leading area for a powerful transportation country and an upgraded version of Shanghai international shipping center.
Securities Times: the reporter learned that Shenzhen will select several urban areas, new areas or key areas with clear regional boundaries, high emission reduction potential or good low-carbon foundation to carry out pilot construction of near zero carbon emission areas. With the regional mass carbon emission and carbon emission interface as the goal, low-carbon as the goal, economy as the life development as the concept and behavior characteristics, and economy as the life mode and direction, strive to implement major projects such as energy, industry, construction, transportation and carbon sequestration, so as to form a complete regional development model with near zero carbon emission.
first finance and Economics: the general office of the Ministry of industry and information technology, the general office of the national development and Reform Commission, the general office of the Ministry of Finance and the general office of the State Administration of Market Supervision issued a notice. The notice mentioned that the pilot demonstration action of Intelligent Manufacturing in 2021 mainly includes three aspects: excellent scenes of intelligent manufacturing, intelligent manufacturing demonstration factory and intelligent manufacturing leading area. The goal is to build a number of intelligent manufacturing demonstration plants with high technical level and significant demonstration effect by 2025, and cultivate several intelligent manufacturing pilot areas.
industry dynamics
Securities Times: recently, the 2021 Tencent digital ecology conference was held in Wuhan. At the meeting, Gamma data and Tencent cloud jointly released the 2021 game industry development trend report. According to Gamma data, the actual sales revenue of China’s game market in 2021 is expected to exceed 290 billion yuan. At the product level, the difficulty of breaking through the new product market in 2021 is significantly higher than that in previous years. In the first half of the year, the proportion of new product flow is only 21.3%, which is mainly due to the saturation of track layout enterprises and market capacity relying on the mature needs of users. Mining user segmentation needs will become the focus of market competition in the next stage.
Xinhua News Agency: a few days ago, China International Airlines, China Southern Airlines Company Limited(600029) , Xiamen Airlines and other Chinese airlines announced that they would resume the collection of fuel surcharges on Chinese routes from November 5, charging 10 yuan per passenger for flights below 800 km (inclusive) and 20 yuan per passenger for flights above 800 km. This is the first time that the collection of fuel surcharge has been resumed since it was stopped in January 2019. According to civil aviation sources, the rise in the price of kerosene is the main reason for the resumption of the collection of fuel surcharge.
interface news: Chen Guanghua, deputy director of the animal husbandry and Veterinary Bureau of the Ministry of agriculture and rural areas, said on the 4th that with the joint efforts of all parties, pig production has fully resumed in the second quarter of this year. The recent rebound in pork prices is mainly driven by consumption, and the fundamentals of relatively loose market supply have not changed. It is expected that the number of fat pigs listed from the fourth quarter of this year to the first quarter of next year will increase significantly year-on-year, and the relative surplus of pig supply will continue for some time.
interface news: six departments including Shanghai Municipal Development and Reform Commission jointly issued several policies on supporting the development of fuel cell vehicle industry in Shanghai, involving six parts of policy arrangements such as supporting vehicle application and supporting the development of key parts. If the relevant vehicles obtain the national comprehensive evaluation reward points, the city will give a reward of 200000 yuan for each point, 150000 yuan will be arranged by the overall planning fund, and 50000 yuan will be arranged in the area where the fuel cell system manufacturer is located.
stock market focus
first finance and Economics: Contemporary Amperex Technology Co.Limited(300750) on the interactive platform, sodium ion battery can be compatible with lithium ion battery production equipment and process in terms of manufacturing process, and the production line can be quickly switched to complete the rapid layout of production capacity. At present, the company has started the industrialization layout of sodium ion batteries, and a basic industrial chain will be formed in 2023.
financial Associated Press: Citic Securities Company Limited(600030) the research report points out that the China stock exchange, Shanghai Stock Exchange and Shenzhen Stock Exchange series indexes are expected to adjust the sample stocks at the end of 2021 on December 13, 2021. According to the calculation results of the model, it is expected that Contemporary Amperex Technology Co.Limited(300750) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) and China Telecom Corporation Limited(601728) will be selected into CSI 300, and China Three Gorges Renewables (Group) Co.Ltd(600905) , Cosco Shipping Holdings Co.Ltd(601919) and Great Wall Motor Company Limited(601633) will be selected into SSE 50. In this adjustment, several companies with large market value on the science and innovation board and gem are expected to be included in the CSI 300 after meeting the listing time threshold, such as Semiconductor Manufacturing International Corporation(688981) , Contemporary Amperex Technology Co.Limited(300750) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) . China Telecom Corporation Limited(601728) meets the conditions for rapid inclusion and is expected to be transferred to Shanghai and Shenzhen 300.
Securities Times: Western Securities Co.Ltd(002673) the weekly report of the iron and steel industry believes that in the short term, affected by the policies of the national development and Reform Commission, the coal price will accelerate its decline, and the coal price will stabilize after the mood is released. After the coal price stabilizes, the steel price may stabilize next week, but the upward continuous drive is insufficient. It is expected that the gross profit per ton of steel will remain between 500-1000 yuan in the fourth quarter of 2021 and 2022, and the power for substantial expansion is insufficient. With the continuous concentration of production capacity and the continuous compression of supply in the iron and steel industry, the iron and steel industry is likely to show a pattern of weak supply and demand in the future. When the supply decline slope of the iron and steel industry is greater than the demand decline slope, the plate will still have configuration value.
financial Associated Press: as of November 3, a total of 278 new third board listed companies have issued fixed growth plans in 2021. Taking September 2 as the time node, a total of 172 companies have announced refinancing through fixed increase since September 2, while a total of 106 companies have issued fixed increase plans from the beginning of the year to September 1, which also means that the number of fixed increase companies announced since September 2 is 1.6 times that from the beginning of the year to September 1.
Subscription of new shares: Wanxiang technology, canqin technology and Hengguang shares
new debt subscription: none
IPO: none
new bond listing: none
company news
Longi Green Energy Technology Co.Ltd(601012) : received a cross-border temporary injunction officially delivered by the Dutch bailiff
Saic Motor Corporation Limited(600104) : from January to October, the total sales volume of complete vehicles was 4201100, a year-on-year decrease of 0.21%
Tianshui Huatian Technology Co.Ltd(002185) : fixed growth results were released, and the large fund phase II was allocated 1.13 billion yuan
Tbea Co.Ltd(600089) : it is planned to invest 6 billion yuan to build high-purity industrial silicon with an annual output of 400000 tons
Focus Media Information Technology Co.Ltd(002027) : intends to apply for listing on the Hong Kong stock exchange
Eve Energy Co.Ltd(300014) : the company and its subsidiaries plan to complete a fixed asset investment of 30.521 billion yuan in Duodao District, Jingmen City
Chengdu Galaxy Magnets Co.Ltd(300127) : Galaxy Group plans to reduce its 1.55% stake in the company
Ningbo Peacebird Fashion Co.Ltd(603877) : shareholder hele investment plans to reduce its shares by no more than 1.03% in block trading
Yango Group Co.Ltd(000671) : the controlling shareholder passively reduces 2% of the company’s shares
Shandong Sinobioway Biomedicine Co.Ltd(002581) : the two shareholders intend to continue to reduce their shares by no more than 6%
Lens Technology Co.Ltd(300433) : it is proposed to repurchase shares of RMB 300 million to RMB 500 million, with the upper limit of repurchase price of RMB 30 / share
Zhejiang Chint Electrics Co.Ltd(601877) : intends to repurchase shares with RMB 1 billion-2 billion
Ping An Insurance (Group) Company Of China Ltd(601318) : today’s repurchase payment is 103 million yuan
Montage Technology Co.Ltd(688008) : plan to buy back shares
data list
Shanghai and Shenzhen Stock Markets: the three major indexes opened slightly higher today and maintained a volatile upward trend throughout the day. Theme stocks were active, the wind power sector lifted the limit tide, and the concept stocks of the yuan universe rose sharply. As of the close, the Shanghai index rose 0.81%, the Shenzhen Composite Index rose 1.31% and the gem index rose 1.06%. On the disk, general machinery, food and beverage, automobile and other sectors led the increase; Oil, coal, steel and other sectors led the decline. The turnover of Shanghai and Shenzhen stock markets exceeded one trillion yuan for the 10th consecutive trading day.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 0.8%, ending its seventh consecutive decline, and Hang Seng technology index rose 1.62%. Wind power and technology sectors rose, real estate, coal, medicine and other sectors fell, Xinjiang Goldwind Science And Technology Co.Ltd(002202) rose by 11%, and meituan, Baidu, Alibaba and bilibilibili rose by more than 2%. Jiazhaoye group fell more than 15%, and it was reported that jiazhaoye’s financial products were overdue, and the plan may be released on the afternoon of the 5th.
Shanghai Shenzhen Hong Kong stock connect: on November 4, northbound funds bought a net 1.205 billion yuan, a net purchase for six consecutive days. Among them, the net sales of Shanghai Stock connect was 41 million yuan and the net purchase of Shenzhen Stock connect was 1.246 billion yuan. Among the top ten traded stocks, Hangzhou Silan Microelectronics Co.Ltd(600460) , Shenzhen Inovance Technology Co.Ltd(300124) , Beijing Easpring Material Technology Co.Ltd(300073) received net purchases of 586 million yuan, 544 million yuan and 542 million yuan respectively. The first three stocks sold were Longi Green Energy Technology Co.Ltd(601012) , Gree Electric Appliances Inc.Of Zhuhai(000651) , China Merchants Bank Co.Ltd(600036) , with net sales of 896 million yuan, 357 million yuan and 103 million yuan respectively.
dragon tiger list: on November 4, among the stocks on the list, the largest net capital inflow was Xinjiang Goldwind Science And Technology Co.Ltd(002202) , which was 620 million yuan. According to the data, the daily limit of the stock closed, the turnover rate of the whole day was 8.92%, and the turnover was 6.081 billion yuan. Specifically, Shenzhen Stock connect net bought 180 million yuan and Guotai Junan Securities Co.Ltd(601211) Ningbo Caihong North Road Net bought 170 million yuan. A total of 28 stocks were involved in the institutional participation in the dragon and tiger list, of which 16 were net bought by the institution, Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) was the most bought, with a total of 144 million yuan. In addition, 12 shares were sold by institutions, and Joinn Laboratories (China) Co.Ltd(603127) was sold the most, amounting to 291 million yuan.
margin trading : as of November 3, the balance of two financial transactions in Shanghai and Shenzhen was 1839.544 billion yuan, a decrease of 4.429 billion yuan compared with the previous trading day. Among them, the financing balance was 1692.791 billion yuan, a decrease of 2.95 billion yuan compared with the previous trading day; The balance of securities lending was 146.753 billion yuan, a decrease of 1.479 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.8860% overnight, down 11.4 basis points; Seven days Shibor reported 2.1320%, down 0.5 basis points; Three month Shibor reported 2.4510%, down 0.1 basis points.
foreign exchange
On November 4, the central parity rate of RMB against the US dollar rose 136 basis points to 6.3943, compared with 6.4079 in the previous trading day. The onshore RMB closed at 6.3956 against the US dollar, up 14 points from the previous trading day.
property market observation
Yunnan Daily: according to the current real estate market situation and the actual situation of industrial development, Yunnan Province has comprehensively promoted a new round of regulation and standardization of the real estate market since September. The Department of housing and urban rural development of Yunnan Province, together with 7 departments such as the provincial development and Reform Commission, issued the work plan for continuous improvement and standardization of real estate market order in Yunnan Province. Among them, “covering the plate and reluctant to sell or hoarding houses in a disguised form, selling commercial houses that cannot be sold or online signed for filing”, “illegal construction, illegal expansion, addition, excavation of basement, occupation of public space and other illegal construction behaviors” have been included in the scope of rectification.
financial Associated Press: on 4, the Beijing Municipal Commission of housing and urban rural development, the people’s Bank of China business management department and the Beijing Banking and Insurance Regulatory Bureau jointly issued the measures of Beijing Municipality on the management of pre-sale funds of commercial housing (2021 draft for comments). The draft for comments intends to adjust the entry process. The buyer can only open online signing after depositing the deposit and down payment in full into the special account, so as to ensure that the pre-sale funds are directly recorded in full and in time. The draft for comments makes it clear that the regulatory banks share the online signing and recording information of houses with the city’s real estate transaction management system in real time through the financial special network of Beijing Banking and Insurance Regulatory Bureau. “After information sharing, as long as the funds arrive, the real estate transaction management system will automatically trigger and realize seamless connection.” The above person in charge of the Municipal Commission of housing and urban rural development said that if the funds are not signed online for more than a certain time after being deposited in the regulatory account, they will be returned by the same way.
international information
CCTV news: on November 3, Yan Jinyong, Minister of trade and industry of Singapore, said that the regional comprehensive economic partnership agreement (RCEP) will be officially approved and entered into force among 10 member states on January 1, 2022, which will bring more economic and trade convenience and benefits to Singaporean businesses. Yan Jinyong said that after RCEP takes effect, businesses will be able to use the agreement to conduct economic and trade exchanges with Member States, save more costs and time, and enjoy higher transparency and certainty. In addition to obtaining additional entry preferences in some markets, businesses can also benefit from simplified rules of origin, simplified tariff procedures, better trade promotion measures, investment guidelines and laws. We look forward to the approval of the agreement by other signatories of RCEP as soon as possible.
interface news: according to the food price index of the food and Agriculture Organization of the United Nations (FAO) (tracking the international price of food with the largest global trade volume), the average index in October was 133.2 points, compared with 129.2 points after the correction in September. The index obtained in October is the highest level since July 2011. Compared with the same period last year, the index rose 31.3% in October.
financial Associated Press: the number of Americans applying for unemployment benefits for the first time last week was 269000, an estimated 275000, up from 281000. The US trade deficit in September was US $80.9 billion, a record high. It is estimated that the deficit is US $80.2 billion, compared with the previous value of US $73.3 billion.
futures market
China Futures: most of China’s commodity futures closed down, with asphalt down more than 7%, PVC down more than 6%, apple and LPG down more than 5%, rubber and No. 20 rubber down more than 4%, crude oil and ferrosilicon down more than 3%, thread, egg, palm, coke and hot coil down more than 2%.
International Futures: on Thursday, US Eastern time, international oil prices fell significantly. As of the close, December crude oil futures in New York closed down US $2.05, or 2.53%, to US $78.81/barrel; Brent January crude oil futures fell $1.45, or 1.77%, to $80.54 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 by US $29.6 on the 4th compared with the previous trading day to close at US $1793.5 per ounce, or 1.68%.
overseas index
U.S. stock market: on Thursday, Eastern time, the three major U.S. stock indexes rose or fell, and the NASDAQ and S & P 500 hit closing highs for four consecutive trading days. As of the close, the Dow fell 33.35 points, or 0.09%, to 36124.23; The NASDAQ rose 128.73 points, or 0.81%, to 15940.31 points; The S & P 500 index rose 19.49 points, or 0.42%, to 4680.06.
European stock market: on Thursday, European time, the three major European stock indexes rose collectively. As of the close, the UK FTSE 100 index closed at 7279.91, up 31.02 points or 0.43% from the previous trading day; Germany DAX30 index closed at 16029.65, up 69.67 points or 0.44% from the previous trading day; France CAC40 index 4 closed at 6987.79, up 37.14 points or 0.53% from the previous trading day.
Asia Pacific Stock Market: on November 4, the Nikkei 225 index closed up 264.10 points, or 0.89%, at 29785.00. South Korea’s Kospi index closed up 7.51 points, or 0.25%, at 2983.22.
