daily collection
China Central Television News: chairman of the Central Military Commission Xi Jinping recently signed an order to issue the “Regulations on ordering military equipment”, which will come into force on November 1, 2021. The regulations adhere to the guidance of the Xi Jinping thought of socialism with Chinese characteristics in the new era, deeply implement the Xi Jinping thought of strengthening the army, deeply implement the military strategic policy in the new era, focus on effectively fulfilling the missions and tasks of the people’s army in the new era, comprehensively focus on war preparation, deeply grasp the characteristics and laws of equipment ordering, and scientifically standardize the basic principles of equipment ordering under the new situation The basic tasks, basic contents and management system are the basic laws and regulations for the ordering of military equipment.
Xinhua News Agency: on November 1, the president Xi Jinping delivered a written speech to the world leaders summit of the twenty Sixth Conference of the parties to the United Nations Framework Convention on climate change. Xi Jinping stressed that China adheres to the concept of a community of human and natural life, adheres to the path of ecological priority, green and low-carbon development, speeds up the construction of a green and low-carbon circular economic system, continues to promote industrial restructuring, resolutely curb the blind development of high energy consumption and high emission projects, accelerate the green and low-carbon transformation of energy, and vigorously develop renewable energy, Planning and construction of large-scale wind power photovoltaic base project.
Securities Times: the manufacturing PMI of Caixin China in October 2021 announced on November 1 recorded 50.6, up 0.6 percentage points from September, returning to the expansion range. Although power rationing and shortage of raw materials dragged down production, Caixin China’s Manufacturing Purchasing Manager Index (PMI) rose to the expansion range in October due to improved demand.
interface news: recently, the Ministry of Commerce issued the notice on ensuring the supply and price stability of vegetables and other daily necessities in the market this winter and next spring, which deployed all localities to deeply implement the decision-making and deployment of the Party Central Committee and the State Council, ensure the sufficient supply of daily necessities for the people this winter and next spring, and earnestly do a good job in ensuring the supply and price stability in the market. The circular stressed that we should strengthen market operation monitoring, track the supply and demand and price changes of key daily necessities such as vegetables and meat every day, make timely prediction and give early warning. The circular requires that all localities support and encourage large Shenzhen Agricultural Products Group Co.Ltd(000061) circulation enterprises to establish close cooperative relations with Shenzhen Agricultural Products Group Co.Ltd(000061) production bases such as vegetables, grain and oil, livestock and poultry breeding, and sign long-term supply and marketing agreements.
Securities Times: Ning Jizhe, director of the National Bureau of statistics, published a signed article in Qiushi. The article points out that we should effectively implement various measures to ensure the supply of coal and electricity, ensure the supply of energy for peak winter, and ensure the people’s safe and warm winter. Orderly promote carbon peak and carbon neutralization, correct the sports “carbon reduction” and avoid “one size fits all”. Stabilize commodity prices and ensure the effective supply of agriculture, energy and raw materials. We will implement the policy of benefiting enterprises and relieving them from difficulties, and support the development of small, medium-sized and micro enterprises and the economy of various forms of ownership.
Securities Daily: under the background of continuous deduction of structured market, investment opportunities in the subdivided field of new energy have been gradually developed, and the subdivided industry theme ETF has become an important field for fund companies this year. In terms of narrow base Index ETF, following the listing of battery ETF, photovoltaic ETF, intelligent vehicle ETF and new energy vehicle ETF, 11 fund companies such as huitianfu fund, Huatai Bairui fund, Huaxia Fund and Guangfa fund have collectively applied for CSI wind power industry ETF.
macroeconomic
China Central Television: the Ministry of industry and information technology issued the notice on carrying out the action of improving the perception of information and communication services. The notice decided to carry out the action of improving the perception of information and communication services from November 1. The action focuses on information and communication services that affect users’ perception, and promotes the optimization of service initiatives such as “tariff package setting display and dual Gigabit service publicity, privacy policy and permission call display, APP pop-up information display and online disk service provision”; Promote enterprises to establish a “double list” of personal information protection that has collected personal information lists and shares personal information lists with third parties; The four service capabilities of cross regional general office, number carrying network transfer service, customer service hotline response and app key responsibility chain personal information protection were improved.
interface news: China Automobile Circulation Association pointed out that the current chip shortage has eased slightly, but the automobile market is basically in a state where supply determines demand, and the overall market demand continues to delay accumulation. With the easing of market capacity supply, market demand has been partially released. In the fourth quarter, dealers began to rush to increase sales promotion. With the improvement of supply satisfaction, automobile sales in the fourth quarter is expected to be higher than that in the third quarter.
Securities Times: on November 1, the world advanced manufacturing conference co sponsored by the Ministry of industry and information technology and Shandong provincial government opened in Jinan. Xiao Yaqing, Minister of industry and information technology, stressed the need to strengthen the construction of industrial innovation capacity, solidly promote the improvement of short plates and forging long plates, implement the industrial foundation reconstruction project, and promote the optimization and upgrading of the whole industrial chain. We should strengthen the transformation and upgrading of traditional industries and implement carbon peak action and green manufacturing projects in the industrial field. We should strengthen the construction of new information infrastructure, implement intelligent manufacturing engineering, carry out digital transformation of manufacturing industry, and promote the deep integration of 5g, Internet, big data, artificial intelligence and manufacturing industry.
finance and economics of China Central Television: since this year, the shipping industry has maintained a high momentum, and the shipping price of dry bulk cargo has been rising all the way. For example, the rent of “big portable” ship type in the same period last year was about $10000 a day, but now it is about $45000 a day, which is equivalent to four times or more of last year. It is understood that due to the impact of the epidemic, the pressure period of ships arriving at the port this year has been extended from 3 to 5 days last year to more than 15 days, resulting in a significant reduction in the turnover efficiency of bulk carriers at the port. Moreover, since last year, the container freight rate has continued to rise, and at present, it has increased by more than 10 times. Therefore, many shippers began to replace containers with flexible bulk carriers with lower freight, increasing the demand for bulk carriers.
industry dynamics
financial Associated Press: according to the preliminary statistics of the National Film Funding office, the box office in October 2021 was 7.576 billion yuan, 6.363 billion yuan in the same period last year and 8.315 billion yuan in the same period last year; The number of passengers was 168 million, 165 million in the same period last year and 225 million in the same period the year before last; The box office of domestic films was 7.149 billion yuan, 6.273 billion yuan in the same period last year and 7.536 billion yuan in the same period last year; The share of domestic films was 94.37%, 98.59% in the same period last year; The same period the year before last was 90.63%.
first finance and Economics: according to the data monitoring of business society, China’s Cobalt price rose in October, and the cobalt price fluctuated and adjusted at the edge of 400000 yuan. In October, the rise of international cobalt price stimulated China’s Cobalt market, and China’s Cobalt price followed the rise. In the future, new energy vehicles are expected to break out in 2022. In order to ensure production and Book battery orders in advance, battery production will break out earlier than the production and sales of new energy vehicles, and the rise of cobalt price is inevitable. However, due to the inventory of cobalt market still exists and most large automobile enterprises sign long-term agreements with cobalt mining enterprises, it has little impact on cobalt price, and the cobalt price is expected to rise slightly in the future.
China Securities Network: steel house Steel Development Research Center released the autumn report of steel market in 2021. According to the report, in 2022, under the background of “double carbon”, the dual control of energy consumption will be strictly implemented, and China’s crude steel output will continue to decline. It is estimated that the crude steel output will be about 1.03 billion tons, a year-on-year decrease of 1.9%. In terms of demand, the demand of infrastructure, construction machinery, automobile, shipbuilding and other industries is expected to continue to grow, the approximate rate of real estate demand decreases, and foreign trade exports are facing downward pressure. On the whole, the demand for steel is expected to increase slightly. In terms of the steel market, the report believes that the steel market price in 2022 shows a trend of first rising and then restraining and shock adjustment. Among them, it stabilized and rebounded in the first quarter, the shock was strong in the second quarter, and there is a great possibility of shock decline in the second half of the year.
state owned Xiaoxin: recently, the first hydrogen fuel cell hybrid locomotive in China was officially launched. This launch marks the first time that China’s hydrogen locomotive has been put into trial operation, and marks a major leap from product development to practical application of China’s rail transit equipment in the field of new energy. The hydrogen locomotive project is jointly promoted by the state power investment Inner Mongolia company, hydrogen energy company and CRRC Datong company in the form of strategic cooperation. The locomotive is developed by CRRC Datong Co., Ltd. and takes the “hydrogen Teng” fuel cell developed by the national power investment hydrogen energy company as the core power. Through the strong combination between central enterprises, the manufacturing of hydrogen locomotive from core power to main spare parts is fully localized for the first time.
stock market focus
Shanghai Securities News: according to the reporter’s statistics, among the listed companies that have completed the fixed increase since the end of October last year, the latest share price of 83 companies is more than twice higher than the fixed increase price (former reinstatement), of which the company with the largest increase has brought more than 10 times the book floating profit for the fixed increase object. From the perspective of profit objects, professional investment institutions are the main participants in fixed growth, and they have also obtained relatively rich benefits. For example, since October last year, e fund management Co., Ltd. under Zhang Kun has participated in the fixed growth average floating profit of four companies, involving a total amount of 250 million yuan. If e fund did not sell, the conservative profit amount exceeded 250 million yuan.
Securities Times: Ganfeng Lithium Co.Ltd(002460) on the evening of November 1, it was announced that the company and its wholly-owned subsidiary Ganfeng international signed the product supply contract with Tesla. It is agreed that from January 1, 2022 to December 31, 2024, the company and Ganfeng international will supply battery grade lithium hydroxide products to Tesla. The actual purchase quantity and sales amount shall be subject to the purchase order issued by Tesla.
first finance and Economics: Haitong Securities Company Limited(600837) believes that in November, the market will still focus on structural opportunities, which are mainly concentrated in the direction of carbon neutralization, that is, the new energy industry. The consumer sector adjusted more in the third quarter, the overvalued value has been digested, and the layout value is optimistic from a long-term perspective. With the end of the disclosure of the third quarterly report, all kinds of good and bad and expected landing, the market will usher in a blank window again this week, the panic will gradually dissipate, the funds will gradually layout the market in the fourth quarter and even next year, and grasp the trading opportunities of high-end manufacturing themes.
Securities Times: Dongguan Securities believes that it is expected that the market will usher in rebound opportunities in the process of shock and stabilization in November, and pay attention to the sustainability of volume energy and plate rotation. In terms of operation, it is recommended to actively layout and pay attention to the investment opportunities of high-quality blue chips, especially blue chips with reasonable valuation and stocks with better than expected performance in the third quarterly report. The cyclical sector performed prominently in the third quarterly report, but it will still be affected by commodity price fluctuations in the future; The short-term performance of the consumer sector is weak, but with the digestion of valuation, it will gradually enter the time window of midline layout; Growth industries such as chips, photovoltaic and new energy are still sub sectors with great medium and long-term growth potential. It is suggested to optimize leading enterprises and actively layout. In terms of industry, it is suggested to pay attention to finance, electrical equipment, new energy, food and beverage, chemical industry, nonferrous metals, automobile, household appliances, TMT and other sectors.
subscription of new shares: Shandong Linuo Technical Glass Co.Ltd(301188) , Jinpu Landscape Architecture Co.Ltd(301098)
subscription of new bonds: hope to transfer to 2
IPO: Runa Smart Equipment Co.Ltd(301129) , Zhejiang Zhengguang Industrial Co.Ltd(301092)
new bond listing: none
company news
Shenzhen Zqgame Co.Ltd(300052) : the meta universe is still in the preliminary exploration stage
New Hope Liuhe Co.Ltd(000876) : some directors, supervisors and senior executives completed the shareholding increase plan of 256 million yuan
Fu Jian Anjoy Foods Co.Ltd(603345) : increase the price of some products by 3% – 10%
Shandong Shida Shenghua Chemical Group Company Limite(603026) : it is planned to invest more than 1 billion yuan in the integrated project of production and R & D of lithium battery materials
China Fortune Land Development Co.Ltd(600340) : added 7.916 billion yuan of debt and failed to repay it on schedule, accumulating 93.979 billion yuan
Ganfeng Lithium Co.Ltd(002460) : signed a contract with Tesla to supply battery grade lithium hydroxide products
Far East Smarter Energy Co.Ltd(600869) : in October, won the bid / signed contract orders of more than 10 million yuan, totaling 998 million yuan
Shuangliang Eco-Energy Systems Co.Ltd(600481) : won the bidding procurement project of RMB 197 million
Jinguan Electric Co.Ltd(688517) : won the bidding procurement project of State Grid Henan electric power company, with a bid winning amount of 11.65 million
Sunway Co.Ltd(603333) : recently won 335 million yuan of contracts in nuclear power and other market fields
Ping An Insurance (Group) Company Of China Ltd(601318) : paid 3.166 billion yuan to buy back 0.34% of the shares
Hainan Mining Co.Ltd(601969) : Fosun industrial investment plans to reduce its shares by no more than 3%
Crystal Clear Electronic Material Co.Ltd(300655) : it is proposed to raise 277 million yuan to invest in the construction of high-purity sulfuric acid technical transformation project
data list
Shanghai and Shenzhen Stock Markets: on November 1, the three major indexes opened slightly lower and turned red. In the afternoon, the three major indexes rose and fell in resistance, and the Shanghai index and gem index turned green. As of the close, the Shanghai index fell 0.08%, the Shenzhen Component Index rose 0.17% and the gem index fell 0.56%. Theme stocks continued to be active, and the concepts of meta universe, seed industry and Beijing stock exchange strengthened. Home appliances, components, water, Internet and other sectors led the increase; Transportation facilities, daily chemical industry, medical care and other sectors led the decline. The turnover of the two cities exceeded one trillion yuan for the seventh consecutive trading day.
Hong Kong stocks: Hong Kong Hang Seng Index closed down 0.88%, Hang Seng technology index fell 1.51%, led by the pharmaceutical sector, Ping an good doctor fell more than 10%, and Ali health fell more than 8%. In October, the gross revenue of lucky gambling in Macao decreased by 40% year-on-year, Hao gambling stocks fell collectively, and MGM China fell by more than 3%. Haidilao fell by more than 4%, a new low since February 2019. Energy, real estate and other sectors rebounded, and poly GCL energy, a photovoltaic leader, resumed trading, up more than 81%.
Shanghai, Shenzhen and Hong Kong stock connect: on November 1, north capital bought 711 million yuan, of which Shanghai Stock connect bought 1.361 billion yuan and Shenzhen Stock connect sold 650 million yuan. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , Goertek Inc(002241) received net purchases of 1.28 billion yuan, 609 million yuan and 496 million yuan respectively. The net sales of Wuliangye Yibin Co.Ltd(000858) ranked first, with an amount of 893 million yuan. Byd Company Limited(002594) and Wuxi Apptec Co.Ltd(603259) were net sold by 537 million yuan and 434 million yuan respectively.
dragon and tiger list: on November 1, among the dragon and tiger list stocks on the list, the largest net capital inflow was Jiangsu Akcome Science And Technology Co.Ltd(002610) , which was 371 million yuan. The data showed that the stock closed within the daily limit, with a turnover rate of 21.13% and a turnover of 4.951 billion yuan. Specifically, Guotai Junan Securities Co.Ltd(601211) Shanghai Jiangsu road net bought 110 million yuan and Huatai Wuxi Liangqing road net bought 102 million yuan. A total of 41 stocks were involved in the institutional participation in the dragon and tiger list, of which 22 were net bought by the institution, Jiangsu Lopal Tech.Co.Ltd(603906) was the most bought, amounting to 279 million yuan. In addition, 19 shares were net sold by institutions, and China Tourism Group Duty Free Corporation Limited(601888) was sold the most, amounting to 383 million yuan.
margin trading : as of October 29, the balance of two financial transactions in Shanghai and Shenzhen was 1846.701 billion yuan, a decrease of 5.262 billion yuan compared with the previous trading day. Among them, the financing balance was 1696.819 billion yuan, a decrease of 3.719 billion yuan compared with the previous trading day; The balance of securities lending was 149.882 billion yuan, a decrease of 1.543 billion yuan compared with the previous trading day.
Shibor : Shibor reported 2.03% overnight, down 11.2 basis points; Seven days Shibor reported 2.168%, down 13.1 basis points; Three month Shibor reported 2.449%, down 0 basis point.
foreign exchange
On November 1, the central parity rate of RMB against the US dollar was lowered by 285 basis points to 6.4192, compared with 6.3907 in the previous trading day. The onshore RMB closed at 6.4032 against the US dollar, down 23 points from the previous trading day.
property market observation
CCTV news: on November 1, the Ministry of housing and urban rural development said that more than 700000 affordable rental housing units have been started in 40 cities in China, accounting for nearly 80% of the annual plan. The Ministry of housing and urban rural development said that this year, the country’s 40 cities that are building affordable rental housing plan to raise 936000 new affordable rental housing units. From January to September, 720000 units have been started, accounting for 76.9% of the annual plan, with an investment of 77.5 billion yuan. Among them, six cities including Nanjing, Wuxi, Ningbo, Foshan, Changchun and Nanning have completed their annual plans.
interface news: the reporter recently inquired about the Shenzhen United Property Exchange and found that 23 sets of real estate in the Great Wall Building in Futian District were transferred and listed on October 18. The listing expiration date is November 12. The total price of a single house is between 9.38 million yuan and 26.53 million yuan, and the total listing price of 23 sets of real estate is about 250 million yuan. The 23 sets of houses hanging out at one time in the great wall building are not included in the listing houses of shell. The selling price ranges from 103000 yuan / m2 to 113000 yuan / m2, which is lower than the market price, but slightly higher than the guidance price.
international information
website of the Ministry of Commerce: on November 1, Wang Wentao, Minister of Commerce of China, wrote to O’Connor, Minister of trade and export growth of New Zealand, and formally applied to New Zealand, the depositary of the digital economy partnership agreement (depa), on behalf of China. Applying to join depa is in line with China’s direction of further deepening China’s reform and expanding high-level opening to the outside world, and helps China strengthen cooperation in the field of digital economy and promote innovation and sustainable development with its members under the new development pattern. Next, China will carry out follow-up work with the members in accordance with the relevant depa procedures.
China Central Television News: G20 leaders expressed support for the establishment of the global minimum enterprise tax rate on October 31, and hoped to implement it globally in 2023. It is reported that the OECD announced on October 8 that 136 countries and jurisdictions have agreed to reform the international tax system and will levy a corporate tax of at least 15% on large multinational enterprises from 2023. G20 finance ministers and central bank governors expressed support for global corporate tax reform at their meeting in mid October.
Xinhua News Agency: the U.S. Department of Commerce announced on October 31 that from January 1 next year, the United States will replace the existing tariffs imposed on EU steel and aluminum products exported to the United States under Clause 232 with tariff quota system, so as to ease the three-year steel and aluminum tariff dispute between the United States and Europe.
futures market
China Futures: most of China’s commodity futures ended lower. The main contracts of thermal coal and coking coal fell by the limit, soda ash fell by more than 8%, pigs, coke and urea fell by more than 6%, glass and iron ore fell by more than 5%, hot coil fell by more than 4%, and rubber, rapeseed meal and thread fell by more than 3%. Shanghai tin rose by more than 4%, methanol, Shanghai zinc, bean I and starch rose by more than 1%.
International Futures: the December gold futures price, the most actively traded in the gold futures market of the New York Mercantile Exchange, rose by US $11.9 on the 1st compared with the previous trading day to close at US $1795.8 per ounce, or 0.67%. Oil prices rose in New York on the 1st. The price of New York light crude oil futures for delivery in December rose 48 cents to close at US $84.05 a barrel.
overseas index
U.S. stock market: the three major stock indexes of New York stock market rose on the 1st, of which the Dow index rose 0.26%, the S & P index rose 0.18% and the NASDAQ index rose 0.63%.
European stock market: London stock market, the financial times 100 stock average price index 1 closed at 7288.62, up 51.05 points or 0.71% from the previous trading day. France Paris Stock Market CAC40 index closed at 6893.29, up 62.95 points or 0.92% over the previous trading day; Germany’s Frankfurt DAX index closed at 15806.29, up 117.52 points or 0.75% from the previous trading day.
Asia Pacific Stock Market: on November 1, the Nikkei 225 index closed up 748.81 points, or 2.59%, at 29641.50. South Korea’s Kospi index closed up 8.26 points, or 0.28%, at 2978.94.
