Macro strategy Daily: the U.S. Department of Commerce will list 12 Chinese enterprises in the entity list

The U.S. Department of Commerce included 12 Chinese enterprises in the list of entities

The U.S. Department of Commerce announced on the 24th that 12 Chinese enterprises were included in the “entity list” because they were not in line with U.S. national security interests or foreign policy. The regions involved in the 27 new entities include the people’s Republic of China (China), Japan, Pakistan and Singapore, including 1 for Japan and Singapore, 12 for China and 13 for Pakistan.

Shu jueteng, spokesman of the Ministry of Commerce, said that the new sanctions list issued by the U.S. Department of commerce is not in line with the consensus of the heads of state of China and the United States, is not conducive to China and the United States, is not conducive to the security of the global industrial chain, supply chain and world economic recovery. The United States has generalized the concept of national security. China expresses strong protest and will make solemn representations to the United States.

Generally speaking, according to the regulations of the U.S. export administration regulations, if an enterprise listed in the “entity list” purchases items controlled by the regulations, the supplier shall apply for an export license from the U.S. Department of Commerce in advance. In the evening, Hunan Goke Microelectronics Co.Ltd(300672) , Xinhua III, Unisplendour Corporation Limited(000938) and other companies responded positively and said that the company’s businesses were advancing steadily, and the entity list had no significant adverse impact on the company. In terms of market performance, the semiconductor sector fell slightly yesterday.

Financing funds

On November 24, the balance of A-share financing was 1718.654 billion yuan, an increase of 3.817 billion yuan month on month; The balance of margin trading was 1852.104 billion yuan, an increase of 2.396 billion yuan month on month. The balance of financing minus securities lending was 1585.204 billion yuan, an increase of 5.238 billion yuan month on month.

Land stock connect and Hong Kong stock connect

On November 25, the net purchase transaction of land stock connect on that day was 1.172 billion yuan, including 45.259 billion yuan of purchase transaction and 44.087 billion yuan of sales transaction, with a cumulative net purchase transaction of 1550.201 billion yuan. Hong Kong stock connect had a net purchase transaction of HK $1.312 billion on the same day, including a purchase transaction of HK $13.126 billion and a sale transaction of HK $11.814 billion, with a cumulative net purchase transaction of HK $213.102 billion.

money market

On November 25, Bank Of Shanghai Co.Ltd(601229) inter-bank offered rate Shibor overnight interest rate was 1.8230%, up 3.50bp, Shibor one week was 2.2310%, down 3.80bp. The weighted interest rate of pledged repo of deposit institutions was 1.8253% overnight, up 4.55bp and 2.2461% a week, up 0.87bp. The 10-year maturity yield of China national debt was 2.8550%, down 0.50bp.

Overseas stock market

On November 25, European stock market, French CAC index closed at 7075.87 points, up 0.48%; Germany’s DAX index closed at 15917.98 points, up 0.25%; The FTSE 100 index closed at 7310.37, up 0.33%. In the Asia Pacific market, the Nikkei index closed at 29499.28 points, up 0.67%; The Hang Seng Index closed at 24740.16, up 0.22%.

Foreign exchange rate

On November 25, the dollar index fell 0.06% to 96.7860. The euro rose 0.07% against the dollar to 1.1209. The dollar fell 0.03% against the yen to 115.3700. Sterling fell 0.05% against the dollar to 1.3322. The spot exchange rate of RMB against the US dollar closed at 6.3894, depreciating by 0.03%. The spot exchange rate of offshore RMB against the US dollar closed at 6.3877, up 0.13%. The central parity rate of RMB against the US dollar closed at 6.3980, depreciating by 0.12%.

Gold, crude oil

On November 25, Comex gold futures fell 0.02% to close at US $1788.30/oz. WTI crude oil futures fell 0.37% to close at US $78.03/barrel. Brent crude oil futures fell 0.02% to close at US $80.98/barrel. COMEX copper futures fell 0.83% to close at US $4.4375/lb. LME copper three-month futures fell 0.85% to close at US $9761 / ton.

 

- Advertisment -