daily collection

International Finance News: sun Tianqi, a specially invited member of China Financial forty Forum (CF40) and director of the financial stability bureau of the people’s Bank of China, said that it is illegal for an overseas institution to engage in prohibited financial business in China that is not open to the outside world, or to carry out business in China only with an overseas license. Similarly in China, if a financial institution only holds a license to develop its business in a certain region, it cannot develop its business in the whole country. The national financial license can only be issued by the central financial management department.

China Securities Association: in order to implement the relevant requirements of the guiding opinions on urging securities companies to return to their responsibilities in investment banking business under the registration system and jointly strengthen the supervision of offline investors’ quotation behavior of IPO under the registration system, recently, China Securities Association, Shanghai Stock exchange The three parties of Shenzhen Stock Exchange signed the memorandum on strengthening the supervision and cooperation of offline inquiry of new shares under the registration system. The marketization of issuance pricing is an important link in the reform of registration system. The association will continue to give full play to its self-discipline management function, strengthen the self-discipline management of offline investors, implement the policy of “building a system, non intervention and zero tolerance”, strengthen regulatory cooperation with Shanghai and Shenzhen Stock Exchange in accordance with the contents of the memorandum, form a joint regulatory force, jointly supervise, monitor and inspect the quotation behavior of offline investors, and build an ecological environment for offline investors to survive the fittest, Effectively maintain the order of market-oriented issuance and pricing.

e company: on October 28, the Party committee of the CSRC and the discipline inspection and supervision team of the Central Commission for Discipline Inspection and the State Supervision Commission in the CSRC held a system wide warning education conference. Yi Huiman pointed out that we should effectively strengthen the power supervision and balance of issuance and registration, do a good job in the connection between business supervision, discipline inspection supervision and cadre supervision, and vigorously promote transparent examination and approval and sunshine use of power. Press and compact the responsibilities of the Party committee of Shanghai and Shenzhen Stock Exchange, strengthen political guidance, guide the cadres and employees of the exchange to further strengthen their awareness of public power, and improve internal governance, supervision and balance. Accelerate the improvement of inspection and law enforcement standards and processes, strengthen the linkage of internal and external supervision, and build a whole chain inspection and law enforcement supervision and restriction system.

macroeconomic

surging news: at a regular press conference held by the Ministry of Commerce on October 28, Shu Jue Ting, spokesman of the Ministry of Commerce, said that due to multiple factors such as cooling and rainfall weather, the prices of some edible Shenzhen Agricultural Products Group Co.Ltd(000061) especially vegetables and some means of production continued to rise recently. According to the deployment of the CPC Central Committee and the State Council, the Ministry of commerce actively carries out the work of ensuring supply and price stability, tracks the operation of the market of daily necessities such as vegetables, meat, grain and oil every day, pays close attention to the changes of market supply and demand and price in the whole country and epidemic areas, and deploys local governments to ensure supply and price stability in the market of daily necessities this winter and next spring on the basis of strengthening monitoring and early warning, Establish and improve the joint guarantee and supply mechanism, timely release government reserves, urge commercial circulation enterprises to strengthen the connection between production and marketing, and increase the quantity of goods prepared in key periods.

interface news: on October 27, the state owned assets supervision and Administration Commission of the State Council and the Ministry of industry and information technology signed the strategic cooperation agreement on accelerating the integration and digital transformation of central enterprises to jointly promote central enterprises to accelerate the integration and digital transformation of information industrialization and promote the deep integration of digital technology and the real economy. Hao Peng, Secretary of the Party committee and director of the SASAC of the State Council, said that he would further deepen cooperation and strengthen coordination with the Ministry of industry and information technology, strengthen the construction of new infrastructure such as 5g, artificial intelligence and big data center, and open up the “big artery” of information.

e company: the State Council issued the national plan for the protection and application of intellectual property rights in the 14th five year plan. The plan proposes that by 2025, the phased objectives and tasks of building a strong intellectual property country will be completed on schedule, the governance capacity and level in the field of intellectual property will be significantly improved, the intellectual property cause will achieve high-quality development, effectively support innovation driven development and the construction of high-standard market system, and effectively promote high-quality economic and social development.

interface news: recently, the general office of the Ministry of industry and information technology issued the notice on starting the pilot application of new energy vehicle power exchange mode (hereinafter referred to as the notice), and decided to start the pilot application of new energy vehicle power exchange mode. There are 11 cities included in the pilot scope, including 8 comprehensive application cities (Beijing, Nanjing, Wuhan, Sanya, Chongqing, Changchun, Hefei and Jinan) and 3 characteristic heavy truck cities (Yibin, Tangshan and Baotou).

industry dynamics

interface news: on October 28, Longi Green Energy Technology Co.Ltd(601012) announced that, after being tested by a world recognized authoritative testing organization, Longji silicon-based heterojunction battery (hjt) has made another major breakthrough, with a conversion efficiency of 26.3%. This is another new world record created by Longji after the photoelectric conversion efficiency reached 25.82% on M6 full-size (274.5cm2) monocrystalline silicon wafer for the first time last week. It is also the highest efficiency of crystalline silicon FBC structure battery in the world so far.

Beijing Daily: the relevant person in charge of the Beijing Municipal Development and Reform Commission told reporters on October 28 that according to the latest regulation plan, the specific price of pig grain in Beijing has entered the level-1 early warning range of excessive decline. It is planned to start the second round of temporary reserve collection and storage in the near future to promote the return of pig price level to a reasonable range and promote the long-term and stable operation of the pig market. Subsequently, the city will also take corresponding level regulation and control measures in accordance with the provisions of the plan to promote the balance of supply and demand and the basic stability of prices in the city’s pig and pork market, and prevent the ups and downs of production, supply and prices.

China Securities Network: Shu jueteng, spokesman of the Ministry of Commerce, said at a regular press conference that with the promotion of green and low-carbon lifestyle, online sales of environmental protection and energy-saving products have increased rapidly, and online sales of energy storage and power-saving products are popular. In September, the online retail sales of energy-saving household appliances increased by 60.5% year-on-year; Energy storage lighting products such as super large capacity mobile power supply and ups were favored, and the online retail sales increased by 50.8% and 19.4% respectively year-on-year.

Securities Times: the soaring coal price in the early stage has attracted the key attention of relevant regulatory authorities. In recent 9 days, the national development and Reform Commission sent 28 consecutive articles on coal price, with an average of 3 per day. Yesterday, the national development and Reform Commission continued to maintain its pace. Early in the morning, the national development and Reform Commission issued a document saying that it would work with relevant departments to clean up and rectify coal storage places in coal producing areas; In the morning, the price department of the national development and Reform Commission convened a meeting with China Coal Industry Association and some key coal enterprises to study specific measures to intervene in coal prices; Late at night, another big news came out. The national development and Reform Commission and the State Administration of market supervision jointly carried out special supervision on the price of coal spot market, and severely investigated and dealt with violations of laws and regulations.

stock market focus

e company: Huaxi Securities Co.Ltd(002926) the research report pointed out that as of October 27, a total of 1876 active equity public funds had disclosed three quarterly reports, with a disclosure rate of about 91%. We take the ten heavy positions disclosed by active equity funds as a sample to analyze the fund positions. The stock positions of Q3 common equity funds and partial equity hybrid funds were 88.51% and 86.07% respectively, down 0.30pct and up 1.06pct respectively compared with the previous quarter, and the positions are still high. In terms of concentration, the proportion of the top 50 heavyweight stock markets in all heavyweight stocks decreased by 4.91 percentage points to 52.48% month on month, and the effect of holding shares in groups was weakened.

interface news: Hithink Royalflush Information Network Co.Ltd(300033) announced that on the morning of October 28, Zhejiang regulatory bureau found that the ” Hithink Royalflush Information Network Co.Ltd(300033) ” app operated by network technology companies was abnormal, and public opinion events occurred in Sina Weibo and other media, which had a serious impact on the market. The network technology company did not immediately report the above information system abnormalities. After the staff of Zhejiang regulatory bureau learned about the relevant situation from the network technology company, as of 3 p.m. of the same day, the network technology company had not reported the causes and treatment of the information system abnormalities to Zhejiang regulatory bureau. The above acts of the network technology company violate the provisions of item 3, Article 55 of the measures for the administration of information technology of securities fund operating institutions, reflecting that the information security risk management of the network technology company is not in place. Zhejiang regulatory bureau decided to take the supervision and management measures of issuing warning letters to network technology companies and record them in the integrity archives of the securities and futures market.

21 Century Business Herald: new shares broke on the first day of listing for the fifth consecutive trading day. On October 28, Liaoning Chengda Biotechnology Co.Ltd(688739) officially landed on the science and innovation board, but it fell 18.19% at the opening of the first day, and then fell more than 20% all the way. As of the closing, Liaoning Chengda Biotechnology Co.Ltd(688739) fell 27.27%. This means that investors who participate in Liaoning Chengda Biotechnology Co.Ltd(688739) will lose more than 15000 in the first signing Liaoning Chengda Biotechnology Co.Ltd(688739) . The situation of Rumere Co.Ltd(301088) listed on the same day as Liaoning Chengda Biotechnology Co.Ltd(688739) is also not optimistic. At the opening of Rumere Co.Ltd(301088) , it opened 9.53% lower. The intraday decline narrowed for a time, but then fell. As of the closing decline of 13.18%, it is still in a broken state.

first finance and Economics: Haitong Securities Company Limited(600837) pointed out that strategically, the recent market fell below the upward trend line, the probability of short-term shock consolidation increased, and the hot spot rotation was fast. Therefore, in terms of operation, it is recommended to control positions, focus on defense, wait for opportunities and pay attention to the opportunities of growth stocks. In specific sectors, focus on photovoltaic and new energy sectors with strong certainty; Appropriate layout of relevant targets that have been adjusted in place in the food, beverage and consumption sectors.

Subscription of new shares: qiangrui Technology

Subscription of new bonds: Nippon convertible bonds

IPO: Shenzhen Urban Transport Planning Center Co.Ltd(301091)

new bond listing: none

company news

Polyrocks Chemical Co.Ltd(688669) : it is proposed to invest 257 million yuan in the construction of phase I project of Anqing Petrochemical production base

Zhejiang Wanliyang Co.Ltd(002434) : Chery intends to transfer 11.4% of the company’s shares by agreement

St Huading: some plant areas will temporarily stop production and are expected to resume on November 13

Luzhou Laojiao Co.Ltd(000568) : net profit in the third quarter increased by 28% compared with the increase in Baijiu investment

Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) : the third quarter net profit was 1.335 billion yuan, a year-on-year increase of 53.24%

China International Capital Corporation Limited(601995) : the net profit in the third quarter was 2.447 billion yuan, a year-on-year increase of 33.02%

Citic Securities Company Limited(600030) : net profit in the third quarter was 5.447 billion yuan, an increase of 45.84% year-on-year

Haitong Securities Company Limited(600837) : the third quarter net profit was 3.656 billion yuan, a year-on-year increase of 21.1%

China Film Co.Ltd(600977) : net profit loss in the third quarter was 43.6195 million yuan

Datang International Power Generation Co.Ltd(601991) : lost 1.623 billion yuan in the third quarter due to rising coal prices

China Zheshang Bank Co.Ltd(601916) : it is proposed to raise 18 billion yuan to supplement the core tier one capital

Montage Technology Co.Ltd(688008) : it is proposed to repurchase shares of RMB 300 million to RMB 600 million

Heilongjiang Transport Development Co.Ltd(601188) : plans to repurchase 5.5 million to 11 million shares

Bgi Genomics Co.Ltd(300676) : 130 million yuan to 260 million yuan share repurchase

data list

Shanghai and Shenzhen Stock Markets: on October 28, the three major indexes collectively opened low, followed by a shock and decline. In the afternoon, the three major indexes continued to weaken, falling more than 1% at one time. The cyclical sectors such as coal and oil weakened across the board, and the large consumption sector strengthened. The turnover of the two cities exceeded 1 trillion yuan for the fifth consecutive trading day. As of the close, the Shanghai index fell 1.23%, the Shenzhen composite index fell 1.03% and the gem index fell 0.92%. On the disk, daily chemical industry, household appliances, food and beverage and other sectors led the increase; Coal, petroleum, nonferrous metals, chemical industry and other sectors led the decline.

Hong Kong stocks: Hang Seng Index fell 0.28%, and Hang Seng technology index rose 0.06%. Home appliance stocks, dairy products and photovoltaic Cecep Solar Energy Co.Ltd(000591) sectors performed strongly; Nonferrous metals, rare earth and coal sectors were weak, with Rusal down more than 7% and Aluminum Corporation Of China Limited(601600) down more than 5%; Budweiser Asia Pacific rose 8%, leading the rise of Hang Seng index components. The company’s revenue in the first three quarters increased by 14.3% year-on-year.

Shanghai, Shenzhen and Hong Kong stock connect: on October 28, north capital bought a net 7.172 billion yuan, including 4.563 billion yuan for Shanghai Stock connect and 2.609 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, Kweichow Moutai Co.Ltd(600519) , Byd Company Limited(002594) , Guangzhou Tinci Materials Technology Co.Ltd(002709) purchases ranked among the top three, with net purchases of 1.303 billion yuan, 1.103 billion yuan and 414 million yuan respectively. The net sales of Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , East Money Information Co.Ltd(300059) , Jiangsu Hengrui Medicine Co.Ltd(600276) ranked among the top three, with net sales of 1.082 billion yuan, 327 million yuan and 168 million yuan respectively.

dragon tiger list: on October 28, among the stocks on the list, the largest net capital inflow was Ningbo Orient Wires & Cables Co.Ltd(603606) , with a net inflow of 555 million yuan on the 3rd. Data show that the stock rose 8.92% during the day and 21.35% in the past three days. The stock price hit another record high. Specifically, the Shanghai Stock connect bought 159 million yuan on the 3rd. A total of 26 stocks were involved in the institutional participation list, of which 15 were net bought by the institution, Sichuan Injet Electric Co.Ltd(300820) was the most bought, with a net inflow of 206 million yuan on the 3rd. In addition, 11 shares were sold by institutions, and Pharmablock Sciences (Nanjing) Inc(300725) was sold the most, amounting to 36.8426 million yuan.

margin trading : as of October 27, the balance of two financial transactions in Shanghai and Shenzhen was 1868.545 billion yuan, a decrease of 1.989 billion yuan compared with the previous trading day. Among them, the financing balance was 1709.621 billion yuan, an increase of 1.191 billion yuan over the previous trading day; The balance of securities lending was 158.924 billion yuan, a decrease of 3.18 billion yuan compared with the previous trading day.

Shibor : Shibor reported 1.4598% overnight, down 59.25 basis points; Seven days Shibor reported 2.3992%, down 54.13 basis points; Three month Shibor reported 3.2133%, up 1.25 basis points.

foreign exchange

On October 28, the central parity rate of RMB against the US dollar was lowered by 101 basis points to 6.3957, compared with 6.3856 in the previous trading day. The onshore RMB closed at 6.4006 against the US dollar, down 72 points from the previous trading day.

property market observation

China News Network: recently, it was reported that a second landlord in Wangjing, Beijing rented the house at a low price after receiving it from intermediaries such as freedom, chain home and 5I5J Holding Group Co.Ltd(000560) , collected the annual rent and monthly payment from users to intermediaries, and ran away after obtaining funds. In this regard, Beijing chain home issued a statement on the 28th that after verification, the event involved 2 sets of chain home houses, and the chain home will advance all losses of customers involved in the house supply, and apologize to the tenants in the event again. Chain home said it would take this as a lesson to strengthen verification.

Tianfeng Securities Co.Ltd(601162) : the impact of real estate tax on house prices cannot be generalized. Foreign experience tends to believe that real estate tax is not the decisive factor of long-term house price, and many factors such as population, land and finance are more important to long-term house price. In the short term, the real estate tax will still have the expected effect of reshaping the value of real estate investment. The real estate tax is short and long for real estate stocks. The implementation of the real estate tax policy not only means that the demand side policies such as purchase and loan restrictions that inhibit market efficiency are expected to gradually withdraw, but also provides reform space for the market-oriented reform of land supply on the supply side, which is conducive to the long-term, stable and healthy development of the real estate market.

international information

interface news: the initial value of U.S. GDP in the third quarter was 2.0%, which was estimated to be 2.6%, and the previous value was 6.7%.

first finance and Economics: the latest global gold demand trend report released by the world gold association shows that the total global gold demand reached 831 tons in the third quarter of 2021, a year-on-year decrease of 7%, mainly due to the small outflow of gold ETF positions. However, against the background of the continuous recovery of the global economy, the global demand for gold jewelry performed well. In the third quarter, the demand rose 33% year-on-year to 443 tons. In addition, affected by the continuous recovery of the electronics industry, the global demand for science and technology funds was 84 tons, a year-on-year increase of 9%, which has returned to the quarterly average level before the epidemic.

interface news: large American manufacturers such as general motors, general electric, 3M and Boeing are facing logistics problems and rising costs caused by global supply bottlenecks. These problems may last until next year, but these enterprises agree that increasing commodity prices can alleviate the impact on profits.

futures market

China Futures: on October 28, China’s commodity futures closed with more losses and less gains. Coal led the decline. The main contracts of coking coal, Shanghai tin and coke fell by the limit. Zheng coal fell by more than 11%, Zheng alcohol fell by more than 7%, glass and fuel fell by more than 5%, LPG and Shanghai aluminum fell by more than 4%, apple and SS fell by more than 3%, crude oil and iron ore fell by more than 2%, soybean oil and plastics fell by more than 1%, Shanghai copper Urea decreased slightly; Manganese and silicon rose by more than 3%, jujube and soda ash rose by more than 2%, rubber and NR rose by more than 1%, and soybean meal and asphalt rose slightly.

International Futures: international oil prices fluctuated. As of the close, December crude oil futures in New York closed up $0.15, or 0.18%, to $82.81/barrel; Brent December crude oil futures fell $0.26, or 0.31%, to $84.32/barrel. The international gold price rose slightly. As of the close, the December gold futures price, which was the most actively traded in the gold futures market of the New York Mercantile Exchange, rose by US $3.8 on the 28th compared with the previous trading day to close at US $1802.6 per ounce, or 0.21%.

overseas index

U.S. stock market: the three major U.S. stock indexes rose collectively, and the Dow rose 239.79 points, or 0.68%, to 35730.48; The NASDAQ rose 212.28 points, or 1.39%, to 15448.12 points; The S & P 500 index rose 44.74 points, or 0.98%, to 4596.42.

European stock markets: the three major European stock indexes rose or fell. The UK FTSE 100 index closed at 7249.47, down 3.80 points or 0.05% from the previous trading day; France CAC40 index closed at 6804.22, up 50.70 points or 0.75% over the previous trading day; Germany DAX30 index closed at 15696.33, down 9.48 points or 0.06% from the previous trading day.

Asia Pacific Stock Market: on October 28, the Nikkei 225 index closed down 279.24 points, or 0.96%, at 28819.00. South Korea’s Kospi index closed down 15.94 points, or 0.53%, at 3009.55.