[internal staff] the Federal Reserve will start to reduce the scale of bond purchase in late November; The national Standing Committee deliberated and adopted the “14th five year plan” to promote agricultural and rural modernization; The regional comprehensive economic partnership agreement (RCEP) will enter into force on January 1, 2022.

Zhejiang Xianju Pharmaceutical Co.Ltd(002332) : the chairman increased his shareholding in the company today

Chengxin Lithium Group Co.Ltd(002240) : US $76.5 million acquisition of overseas lithium projects

Inner Mongolia Xingye Mining Co.Ltd(000426) : decentralized new energy power generation project has been approved

Shandong Shida Shenghua Chemical Group Company Limite(603026) : 1000 t / a silicon carbon cathode material production unit has passed the completion acceptance

data list

Shanghai and Shenzhen Stock Markets: on November 3, the three indexes opened slightly lower and maintained a weak shock in the morning. In the afternoon, the three indexes continued to decline, stopped falling and rebounded in the late afternoon, and the decline narrowed significantly. As of the close, the Shanghai index fell 0.2%, the Shenzhen composite index fell 0.07% and the gem index rose 0.37%. On the disk, coal, agriculture, forestry, animal husbandry and fishery, real estate and other sectors led the increase; Shipping, electrical equipment, wine and other sectors led the decline. The concept of meta universe and pork rose sharply.

Hong Kong stocks: Hong Kong’s Hang Seng Index fell 0.3%, recording a seven consecutive decline, and the Hang Seng technology index fell 0.65%. Photovoltaic, lithium battery and automobile sectors led the decline, while real estate and coal sectors rebounded sharply. Poly GCL energy fell by more than 14%, Xinyi solar energy fell by more than 7%, jiazhaoye group rose by more than 12%, and Yanzhou Coal Mining Company Limited(600188) shares rose by more than 6%.

Shanghai Shenzhen Hong Kong stock connect: on November 3, northbound funds bought a net 731 million yuan, a net purchase for five consecutive days. Among them, the Shanghai Stock connect net sold 613 million yuan and the Shenzhen Stock connect net bought 1.344 billion yuan. Among the top ten traded stocks, Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Jiangsu Zhongtian Technology Co.Ltd(600522) , China Tourism Group Duty Free Corporation Limited(601888) received net purchases of 638 million yuan, 592 million yuan and 518 million yuan respectively. The net sales of Longi Green Energy Technology Co.Ltd(601012) ranked first, with an amount of 1.608 billion yuan. Baijiu shares were sold, Kweichow Moutai Co.Ltd(600519) and Wuliangye Yibin Co.Ltd(000858) were sold 455 million yuan, 130 million yuan respectively. Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) and Hangzhou Silan Microelectronics Co.Ltd(600460) were sold net of 368 million yuan and 352 million yuan respectively.

dragon and tiger list: on November 3, among the stocks on the list, the largest net capital inflow was New Hope Liuhe Co.Ltd(000876) , which was 303 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 3.27% throughout the day. Specifically, Shenzhen Stock connect net bought 162 million yuan. A total of 33 stocks were involved in the institutional participation in the dragon and tiger list, of which 20 were net bought by the institution, Shandong Linglong Tyre Co.Ltd(601966) was the most bought, with a net purchase of RMB 282 million on the 3rd. In addition, 13 shares were net sold by institutions, Shandong Shida Shenghua Chemical Group Company Limite(603026) was the most sold, with a net sales of 381 million yuan on the 3rd.

margin trading : as of November 2, the balance of two financial transactions in Shanghai and Shenzhen was 1843.973 billion yuan, a decrease of 7.511 billion yuan compared with the previous trading day. Among them, the financing balance was 1695.74 billion yuan, a decrease of 5.507 billion yuan compared with the previous trading day; The balance of securities lending was 148.233 billion yuan, a decrease of 2.004 billion yuan compared with the previous trading day.

Shibor : Shibor reported 2.0000% overnight, down 12.6 basis points; Seven days Shibor reported 2.1370%, down 4.8 basis points; Three month Shibor reported 2.4520%, up 0.2 basis points.

foreign exchange

On November 3, the central parity rate of RMB against the US dollar was lowered by 70 basis points to 6.4079, and the central parity rate of the previous trading day was 6.4009. The onshore RMB closed at 6.3970 against the US dollar at 16:30 on November 3, up 15 points from the previous trading day.

property market observation

surging news: 2637 second-hand houses in Hangzhou (excluding Lin’an) were sold in October, a new low in nearly 20 months. The listing volume of second-hand houses reached a record high of 157000, and 18000 were listed in October alone. According to the data of transparent house sales network, the trading volume of second-hand houses in Hangzhou in October this year decreased by about 25% compared with 3502 sets in September, and by about 69% compared with 8598 sets in the same period last year.

financial Associated Press: the office of the leading group for the stable and healthy development of Chengdu real estate market issued the notice on further clarifying the matters related to the supervision of pre-sale funds of commercial housing. Among them, if the pre-sale commercial housing project has major operational risks and may cause major contradictions and disputes, the project shall be included in the key supervision of the district (city) and county after being verified by the territorial regulatory department and reported to the district (city) and County People’s Government (Management Committee) for collective research and consent, and the pre-sale funds shall be withdrawn exceptionally according to the specified process.

financial Associated Press: according to the data of Shenzhen Zhongyuan Research Center, the number of second-hand residential transfer units in Shenzhen in October was 1605, down 9.1% month on month. Second hand residential transactions of 150000 square meters, down 11.2% month on month. It is worth noting that the number of second-hand residential transfer units in Shenzhen in October was the lowest since March 2012. The latest data released by Shenzhen real estate intermediary association also shows that the number of online signed sets of second-hand houses in Shenzhen in October was 1777 (including self-help), down 69% year-on-year and 10% month on month, showing a continuous downward trend.

international information

interface news: the United States will reduce the quarterly refinancing scale by $6 billion to $120 billion. The US Treasury Department will reduce the refinancing scale of 3-year, 10-year and 30-year treasury bonds by US $2 billion respectively. After the US Treasury Department reduced the refinancing scale, the yield curve of 20-30-year treasury bonds became steeper.

CCTV news client: on November 3 local time, British Chancellor of the exchequer sunak announced at the 26th conference of the parties to the United Nations Framework Convention on climate change (cop26) held in Glasgow that Britain would become the first financial center to strive to achieve net zero emissions. Sunak said that all financial institutions and listed companies in the UK will be required to issue clear and feasible plans to specify how each institution and company will gradually achieve net zero emissions from 2023.

first finance and Economics: ADP employment in the United States increased by 571000 in October, which is estimated to increase by 400000, compared with the previous value of 568000.

futures market

China Futures: most of China’s commodity futures closed up, with coking coal up more than 12%, power coal and soda ash up more than 8%, coke up more than 7%, urea up more than 6%, methanol up more than 3%, palm, jujube, soybean oil and ferrosilicon up more than 2%, glass, hot coil, starch, plastic, Shanghai aluminum and paper pulp up more than 1%. LPG fell by more than 6%, fuel, PTA and staple fiber fell by more than 2%, crude oil and cotton yarn fell by more than 1%.

International Futures: oil prices in New York fell significantly on the 3rd. The price of New York light crude oil futures for delivery in December fell US $3.05 to close at US $80.86 a barrel. The December gold futures price, the most active trading in the gold futures market of the New York Mercantile Exchange, fell $25.5 on the 3rd from the previous trading day to close at $1763.9 an ounce, down 1.43%.

overseas index

U.S. stock market: the three major stock indexes of New York stock market rose on the 3rd, of which the Dow rose 0.29%, the S & P index rose 0.65% and the NASDAQ index rose 1.04%.

European stock market: London stock market, the financial times 100 stock average price index 3 closed at 7248.89, down 25.92 points or 0.36% from the previous trading day. France Paris Stock Market CAC40 index closed at 6950.65 points, up 23.62 points or 0.34% over the previous trading day; Germany’s Frankfurt DAX index closed at 15959.98, up 5.53 points or 0.03% from the previous trading day.

Asia Pacific Stock Market: on November 3, South Korea’s Kospi index closed down 37.78 points, or 1.25%, to 2975.71.