daily collection
Xinhua News Agency: in order to actively and steadily promote the legislation and reform of real estate tax, guide the rational consumption of housing and the economical and intensive use of land resources, and promote the steady and healthy development of the real estate market, the 31st meeting of the Standing Committee of the 13th National People’s Congress decided to authorize the State Council to carry out the pilot work of real estate tax reform in some areas. The pilot period authorized by this decision is five years, counting from the date of printing and distributing the pilot measures of the State Council. During the pilot process, the State Council shall summarize the pilot experience in time and report the pilot situation to the Standing Committee of the National People’s Congress six months before the expiration of the authorization period. If it is necessary to continue the authorization, it may put forward relevant opinions for decision by the Standing Committee of the national people’s Congress. When conditions are ripe, laws shall be formulated in time.
Xinhua News Agency: the opinions on completely, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization issued by the CPC Central Committee and the State Council were released on the 24th. As the “1” in the “1 + n” policy system of carbon peak carbon neutralization, the opinions carry out systematic planning and overall deployment for the major work of carbon peak carbon neutralization. By 2025, an economic system of green and low-carbon circular development will initially take shape, and the energy utilization efficiency of key industries will be greatly improved. By 2030, remarkable achievements will be made in the comprehensive green transformation of economic and social development, the energy utilization efficiency of key energy consuming industries will reach the international advanced level, the carbon dioxide emissions will reach the peak and fall steadily; By 2060, a green, low-carbon and circular economic system and a clean, low-carbon, safe and efficient energy system will be fully established, the energy utilization efficiency will reach the international advanced level, and the proportion of non fossil energy consumption will reach more than 80%.
China Central Television News: the reporter learned from China Southern Power Grid on the 22nd that the five provinces and regions of Guangdong, Guangxi, Yunnan, Guizhou and Hainan will realize the trading of coal power in the power market from November, and implement the market-oriented electricity price floating up and down. According to reports, from now until the end of October, for the transition period of market-oriented trading, the coal-fired power generation enterprises in the five southern provinces and regions can directly market trade with power users for the electricity originally sold to power grid enterprises according to the benchmark electricity price. From November, all the electricity of coal-fired power generation enterprises will enter the power market and form the on grid electricity price through market trading. At the same time, China Southern Power Grid is orderly promoting all industrial and commercial users to enter the power market transactions. For users who have not purchased electricity directly from the power market, the power grid company will purchase electricity from the power market as an agent, and the agent power purchase price will be implemented from December 1.
e company: on October 24, at the “Research Report Conference on sustainable information disclosure standards” of the third Shanghai Bund financial summit, Liu Ti, deputy general manager of Shanghai Stock Exchange, said that Shanghai Stock Exchange and China Securities Index company jointly released more than 50 green investment indexes. China Securities carbon neutralization index will be jointly released with Shanghai Environment Group Co.Ltd(601200) energy exchange, and relevant ETF products will be developed.
macroeconomic
finance and economics of China Central Television: at the 2021 Financial Street Holdings Co.Ltd(000402) forum annual meeting, Nie Mingjun, director of the old-age insurance Department of the Ministry of human resources and social security, said that the individual pension plans to adopt the individual account system, and the upper limit of the annual payment limit may be connected with the pilot policy of decreasing individual income tax at the beginning, which will be gradually adjusted with the economic development and the improvement of work level in the future, Raise the upper limit of payment.
Securities Times: Xiao Gang, senior researcher of China Financial 40 forum and former chairman of China Securities Regulatory Commission, said on October 24 that the composition of residents’ wealth, real estate accounts for a large proportion, financial assets account for a small proportion, pension wealth is smaller, that is, physical savings account for a large proportion and financial savings are low. Residents’ wealth structure is not reasonable. Xiao Gang pointed out that in the future, the proportion of investment in financial assets should be gradually increased, and the pension wealth prepared for their own pension will be gradually improved. At the same time, the proportion of deposits will decline, and more funds may be invested in securities assets in the future, including bonds, stocks, REITs and so on. It is worth noting that both individuals and enterprises will gradually reduce their investment in real estate.
first finance and Economics: on October 22, the seventh BRICs communication ministers’ meeting was held by video. Xiao Yaqing, Minister of industry and information technology, attended the meeting and made a speech. Xiao Yaqing pointed out that China is willing to work with all parties to uphold the BRICs spirit of openness, inclusiveness and win-win cooperation to promote cooperation in the field of communication towards higher quality. Adhere to joint construction and sharing, give full play to the synergy and complementary advantages of various countries, and strengthen digital infrastructure and capacity-building. Adhere to mutual integration and mutual growth, promote the deep integration of new generation information technology and manufacturing industry, and improve the level of digital transformation. Adhere to openness and innovation, encourage joint research in technology, standards, rules and other fields, and enhance the competitiveness of the digital industry.
Xinhua viewpoint: “many dishes are more expensive than meat”, which is the feeling of many consumers after the national day. The reporter recently visited vegetable producing areas, wholesale markets, supermarkets and other places and found that the “value” of spinach, cucumber and other vegetables has increased due to multiple effects such as flood conditions and seasonal factors, and vegetable prices may continue to rise in the future.
industry dynamics
e company: on the morning of October 22, the price department of the national development and Reform Commission convened a meeting of China Coal Industry Association and some key coal enterprises to study specific policies and measures to stop coal enterprises from making huge profits and ensure the long-term stability of coal prices within a reasonable range. The meeting listened to the reports of China Coal Industry Association and some key coal enterprises on the current production and operation status of the industry, output, price, cost and profit, discussed the reasonable price and profit level of the industry, and studied the specific policies and measures to prevent coal enterprises from making huge profits and ensure the long-term stability of coal and carbon prices in a reasonable range. The meeting stressed that coal enterprises should consciously standardize their operation according to law and set reasonable prices; Price violations in violation of the current provisions to stop profiteering will be severely punished according to law.
China Energy News: as a rare offshore wind power project bidding this year, the release of this quotation immediately attracted extensive attention in the industry. According to the data previously released by industry research institutions, the average bidding price of China’s offshore wind power projects in 2019 was about 6000 yuan / kW, while the average price of offshore wind power rose to 7000 yuan / kW in 2020 due to “rush loading”. Compared with the price at that time, the largest decrease in the quotation of wind turbines for offshore wind power projects opened this year has exceeded 50%.
Xinhua News Agency: the emergency management department of Shanxi Province recently issued a notice requiring that a number of measures be taken to further improve safety production during the period of increasing production and ensuring supply of coal mines this winter and next spring. The notice requires that, on the premise of ensuring safety, we make every effort to do a good job in safe production during the period of increasing production and ensuring supply. Emergency management departments at all levels should strengthen supervision, strictly enforce the law, maintain the high-pressure situation of cracking down on non-compliance, rule out violations, take the coal mine production organization as the key inspection content, strictly implement the investigation and handling measures for coal mine safety hazards, severely crack down on the illegal and illegal behaviors of coal mines in the name of ensuring supply, super capacity, super strength and over quota personnel in organizing production, ultra layer and cross-border mining, and strictly prevent the shutdown and rectification of mines, long-term shutdown of mines Six types of mines such as technical transformation and reorganization mine, mine to be closed soon, large shift mine and guaranteed supply well worker coal mine blindly take risks.
interface news: Ministry of Finance: stamp duty from January to September was 348.5 billion yuan, a year-on-year increase of 34.4%. Among them, the stamp duty on securities transactions was 230.2 billion yuan, a year-on-year increase of 40%.
stock market focus
e company: the Ministry of industry and information technology, the Ministry of civil affairs and the National Health Commission issued the action plan for the development of smart health and elderly care industry (2021-2025). Give full play to the role of the national industry and finance cooperation platform of the Ministry of industry and information technology, strengthen the exchange and sharing of information such as fiscal, taxation and financial policies, financing needs and financial products and services, and promote the accurate docking of industry and finance. Carry out the special work of “early investment to support industrial scientific and technological innovation”, and guide social capital to invest in early, small and hard science and technology by relying on the judgment of scientific and technological innovation attributes and the listing cultivation mechanism of scientific and technological innovation board. Encourage and support qualified smart, healthy and innovative elderly care enterprises to be listed and financed on the science and innovation board and gem.
Securities Times: on October 23, “the assets of individual investors of Beijing stock exchange can not be less than 10 million” boarded the hot search of some platforms. After analyzing the source of relevant views and interviewing insiders, this statement unilaterally expanded the asset standard of offline inquiry to the standard of individual investors of Beijing stock exchange, which is easy to cause market misunderstanding. In fact, the Beijing stock exchange has issued the measures for the administration of investor appropriateness of Beijing stock exchange (for Trial Implementation) on September 17. According to the regulations, an individual investor participating in the subscription of new shares in the Beijing stock exchange market and the trading in the secondary market only needs to meet two conditions: first, the average daily assets in the securities account and capital account shall not be less than 500000 yuan 20 trading days before the opening of the application Authority (excluding the funds and securities integrated by the investor through margin trading). Second, participate in securities trading for more than 24 months.
Securities Times: after nearly two years, the A-share market reappeared that new shares broke on the first day of listing. On Friday, the new shares Sinocat Environmental Technology Co.Ltd(688737) on the science and Innovation Board broke on the first day of listing. According to the market data, Sinocat Environmental Technology Co.Ltd(688737) broke at the opening of the day, and then the share price continued to decline, falling to 58.88 yuan / share, a decrease of nearly 17%. As of the close, it still fell 6.87% to 66.03 yuan / share. The share price runs under the issue price (70.9 yuan) all day.
first finance and Economics: Citic Securities Company Limited(600030) believes that the trend market of low value has begun to establish. Citic Securities Company Limited(600030) pointed out that the recent pessimistic expectations of China’s inflation pressure and real estate risk are being revised, the macro liquidity margin is relaxed, the net inflow of institutional funds at the market level is restored, the “short money” pricing bureau is changing to the institutional pricing pattern, the low value is the first choice for allocation, and the trend market is beginning to be established. In terms of allocation, low value is still the first choice. It is recommended to allocate around three dimensions: the plate with low fundamentals, the plate with low valuation and the high boom plate with relatively low adjustment.
subscription of new shares: none
subscription of new bonds: DIO convertible bonds
IPO: Cofoe Medical Technology Co.Ltd(301087) , Hangzhou Kaierda Welding Robot Co.Ltd(688255) , Hangzhou Flariant Co.Ltd(605566)
new bond listing: none
company news
Aecc Aero-Engine Control Co.Ltd(000738) : the controlling shareholder of the company was changed to AVIC
Zhejiang Rongsheng Environmental Protection Paper Joint Stock Co.Ltd(603165) : it is planned to invest in the project of green intelligent packaging industrial park with an annual output of 500 million square meters
Fujian Zhangzhou Development Co.Ltd(000753) : 10% of the controlling shareholder’s equity will be transferred to the Fujian Provincial Department of finance free of charge
Hangzhou Hikvision Digital Technology Co.Ltd(002415) : plans to invest 400 million yuan to establish Haina Yuzhi fund
China Merchants Bank Co.Ltd(600036) : third quarter net profit increased by 21.07% year-on-year
Hangzhou Hikvision Digital Technology Co.Ltd(002415) : the net profit in the third quarter was 4.484 billion yuan, a year-on-year increase of 17.54%
Anhui Jianghuai Automobile Group Corp.Ltd(600418) : the net profit in the first three quarters increased by 360% year-on-year
Chongqing Taiji Industry (Group) Co.Ltd(600129) : the third quarter net profit was 170 million yuan, a year-on-year increase of 2733%
Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) : the net profit in the first three quarters was 1.352 billion yuan, a year-on-year decrease of 10.5%
Bafang Electric( Suzhou) Co.Ltd(603489) : Huzhou Guanqun plans to reduce no more than 1.99% of the shares of the company
Nanjing Xinlian Electronics Co.Ltd(002546) : the controlling shareholder and the vice chairman plan to reduce their shares by no more than 3.36% in total
Hitgen Inc(688222) : shareholder Boyi Xintian plans to reduce its shares by no more than 1.6%
Guangdong Lyric Robot Automation Co.Ltd(688499) : won the bid of 457 million yuan. Ningde new energy technology lithium battery equipment
data list
Shanghai and Shenzhen Stock Markets: on October 22, the three major indexes opened up and down. The Shanghai index remained weak throughout the day. The trend of Shenzhen Composite Index and gem index was slightly stronger, and the turnover of the two markets exceeded 1 trillion yuan. As of the close, the Shanghai index fell 0.34%, the Shenzhen Composite Index rose 0.33% and the gem index rose 0.17%. On the disk, home appliances, household goods, semiconductors and other sectors led the increase; Coal, steel, nonferrous metals, oil and other sectors led the decline.
Hong Kong stocks: Hang Seng Index closed up 0.42%, and Hang Seng technology index closed up 1.78%. Technology stocks continued to rebound, Kwai went up 5%, Semiconductor Manufacturing International Corporation(688981) rose more than 4%. Power, copper, aluminum, oil and coal sectors fell, Yanzhou Coal Mining Company Limited(600188) shares and Petrochina Company Limited(601857) shares fell by more than 3%.
Shanghai Shenzhen Hong Kong stock connect: on October 22, the net inflow of funds from the North was 13.182 billion yuan, including 7.212 billion yuan from the Shanghai Stock connect and 5.97 billion yuan from the Shenzhen Stock connect. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) were among the top three, with net purchases of 1.227 billion yuan, 735 million yuan and 695 million yuan respectively.
dragon tiger list: on October 22, among the stocks on the list, the largest net capital inflow was Hunan Goke Microelectronics Co.Ltd(300672) , which was 114 million yuan. The data show that the stock traded on a board within the day. Specifically, Huaxin Jiangsu Branch bought a net of 51.6523 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 were net bought by the institution, Shanghai Huafon Aluminium Corporation(601702) was the most bought, with a total of 122 million yuan. In addition, 16 shares were sold by institutions, and Henan Huanghe Whirlwind Co.Ltd(600172) was sold the most, amounting to 312 million yuan.
margin trading : as of October 21, the balance of two financial transactions in Shanghai and Shenzhen was 1867.649 billion yuan, a decrease of 690 million yuan compared with the previous trading day. Among them, the financing balance was 1704.746 billion yuan, an increase of 63 million yuan over the previous trading day; The balance of securities lending was 162.903 billion yuan, a decrease of 753 million yuan compared with the previous trading day.
Shibor : Shibor reported 1.6720% overnight, down 1.10 basis points; Shibor reported 2.0560% in 7 days, up 0.10 basis points; Three month Shibor reported 2.4340%, up 0.20 basis points.
foreign exchange
On October 22, the central parity rate of RMB against the US dollar was lowered by 142 basis points to 6.4032, compared with 6.3890 in the previous trading day. Onshore RMB closed at 6.3903 against the US dollar at 16:30, up 85 basis points from the previous trading day.
property market observation
e company: Shenzhen real estate China Association analyzed the pre recorded online signing contract data on the real estate information platform of Shenzhen Municipal Bureau of housing and urban rural development. In the 42nd week (10.11-10.17), the online signing volume of second-hand houses (including self-service) in the city was 447, up 46.6% month on month. The online signing volume has got rid of the influence of the festival effect and rebounded to the stable level before the festival.
Zhongxin Jingwei: recently, a news spread that one bedroom of hummingbird home in Haidian District, Beijing was sold at an ultra-low price of 6 million yuan, which was more than 3 million yuan lower than the high at the beginning of this year. An informed real estate agent confirmed the news to Zhongxin Jingwei. Hummingbird home is the counterpart of Beijing Centergate Technologies (Holding) Co.Ltd(000931) three primary schools, one of the top primary schools in Beijing. The characteristics of small house types make it the “God plate” of school district housing, and it is also regarded as the wind vane of Beijing school district housing market.
international information
interface news: Sergei mochalinikov, director of the Department of foreign economic cooperation and fuel market development of the Russian Ministry of energy, said in an interview with satellite news agency that under the current production level, Russia’s coal reserves can meet the needs of 350 years, and the coal output in 2021 will increase by 6% compared with last year.
Panorama: Agust í ncarstens, President of the bank for International Settlements, said at the 2021 Bund financial summit that so far, the bank for International Settlements believes that the current rise in inflation is temporary. Of course, this does not mean that central banks do not need to be vigilant. Central banks need to act and be prepared to curb the spread of inflation. At the same time, abundant liquidity will also induce too many resources to flow to financial markets, which are often risky. Although it is still believed that financial stability has not been significantly affected, we do see excess liquidity in the market. Therefore, it is necessary to consider removing some liquidity to ensure future financial stability.
China Central Television finance and Economics: data show that since this year, international crude oil prices have soared by more than 60%. Recently, the supply chain in the United States has been tense. Not only the prices of daily necessities have risen sharply, but also the prices of energy – especially the price of gasoline, has reached the highest level in recent years. In California, the “high-quality gasoline” of gas stations in some remote towns has risen to about $8.50 per gallon, or about 14.33 yuan per liter. Some experts said that high energy prices may exacerbate the biggest inflation panic in the United States in more than a decade. In addition, the price of gasoline in Britain, Japan, South Korea, India and other countries broke 9 yuan per liter.
futures market
China Futures: on October 22, most of China’s commodity futures fell, including power coal, manganese silicon, ferrosilicon and soda ash, coking coal fell by more than 11%, glass fell by 10%, coke and urea fell by more than 8%, thread and No. 20 rubber fell by more than 6%, rubber, methanol and PVC fell by more than 5%, soybean oil, ethylene glycol and Shanghai zinc fell by more than 4%. Apples and eggs rose by more than 2%.
International Futures: on Friday, Eastern time, international oil prices rose significantly. As of the close, December crude oil futures in New York closed up $1.26, or 1.53%, to $83.76/barrel; Brent December crude oil futures closed up US $0.92, or 1.09%, to US $85.53/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 $14.4 on the 22nd compared with the previous trading day to close at US $1796.3 per ounce, an increase of 0.81%, up about 1.6% this week.
overseas index
U.S. stock market: on Friday, Eastern time, the three major indexes of the U.S. stock market rose or fell, and the Dow hit a record closing high. As of the close, the Dow rose 73.94 points to 35677.02 points, or 0.21%; The NASDAQ fell 125.50 points, or 0.82%, to 15090.20; The S & P 500 index fell 4.88 points, or 0.11%, to 4544.90, ending its seventh consecutive rise.
European stock market: on Friday European time, the three major European stock indexes rose collectively. As of the close, the UK FTSE 100 index closed at 7204.55, up 14.25 points or 0.20% over the previous trading day; France CAC40 index closed at 6733.69, up 47.52 points or 0.71% over the previous trading day; Germany DAX30 index closed at 15542.98, up 70.42 points or 0.46% from the previous trading day.
Asia Pacific Stock Market: on October 22, the Nikkei 225 index closed up 0.34% to 18804.85. South Korea’s Kospi index closed down 1.17 points, or 0.04%, at 3006.16.
