Super good! Brokerage PV outbreak! Another big Mac is coming!

There was too much news this morning.

The structural market of A-Shares continued to differentiate. The Shanghai Composite Index rose 0.37% in midday trading, hitting a new high of more than two months; The gem index fell 0.69%, and the net purchase of northward funds for half a day exceeded 1 billion yuan.

Hong Kong stocks fell almost equally. As of press time, Hang Seng technology fell nearly 3%.

Specifically, the photovoltaic sector rose sharply, and securities companies, real estate, electric power, building materials, shipping and chemical industry rose ahead; Semiconductors, biomedicine, virus detection and lithium batteries fell sharply.

application for starting the second batch of large-scale wind power photovoltaic base projects

photovoltaic stocks are boiling

Photovoltaic stocks rose sharply, among which the photovoltaic glass index rose 3.66%.

Luoyang Glass Company Limited(600876) rose by the limit, Flat Glass Group Co.Ltd(601865) , Jolywood (Suzhou) Sunwatt Co.Ltd(300393) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Luoyang Glass Company Limited(600876) rose ahead.

In terms of news, China Securities News learned from authorities that the National Energy Administration recently issued the notice on organizing the second batch of large-scale wind power photovoltaic base projects focusing on deserts, Gobi and desert areas. The notice requires all provincial energy authorities to submit the list of the second batch of projects to the operation Bureau of the national development and Reform Commission, the new energy department and the power department of the national energy administration before December 15. It is understood that the second batch of large-scale wind power photovoltaic base projects will focus on the construction in desert, Gobi and desert areas.

Government bond futures opened higher under the expectation of RRR reduction

the brokerage sector rose collectively

Earlier, Premier Li Keqiang said that China would formulate policies around the needs of market players and reduce the reserve requirement in due time.

Treasury bond futures opened sharply higher. As of press time, 10-year main contract, 5-year main contract and 2-year main contract rose by more than 0.4%, 0.2% and 0.10% respectively.

At the same time, the securities sector has also strengthened all the way. The stock index rose nearly 4%.

China Industrial Securities Co.Ltd(601377) rose, led by Gf Securities Co.Ltd(000776) , Citic Securities Company Limited(600030) , Huatai Securities Co.Ltd(601688) .

According to the analysis of securities companies, the expected rise of RRR reduction and the introduction of a number of reform policies are expected to catalyze the market of securities companies. This week, a number of policies were issued in the securities sector, including the pilot of optimizing the account management function of securities companies, liberalizing the participation of insurance funds in securities lending business, standardizing income swap business, etc. at the same time, the prime minister put forward the “timely reduction of reserve requirements” in his speech. A number of favorable policies are superimposed on the expectation of abundant liquidity. It is suggested to pay attention to the investment opportunities of securities companies.

Evergrande’s debt problem ushered in the dawn

real estate stocks collectively rose

On the evening of December 3, China Evergrande announced that it was unable to fulfill the guarantee obligation of a US $260 million debt. This is the first time Evergrande has defaulted on its debt in the open market since the thunder burst in September.

Subsequently, the Guangdong Provincial Government acted quickly and immediately interviewed Xu Jiayin, the actual controller of Evergrande group. At the request of the enterprise, the Guangdong provincial government sent a working group to Evergrande to urge the enterprise to promote risk disposal, strengthen internal control management and maintain normal operation. The party, the NPC and the CPPCC speak out about this.

According to industry analysis, this means that Evergrande’s debt problem will usher in the dawn.

Today, although all Evergrande stocks fell, the whole real estate sector rose collectively.

The daily limit of Jinan High-Tech Development Co.Ltd(600807) , Shanghai New Huang Pu Industrial Group Co.Ltd(600638) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Poly Developments And Holdings Group Co.Ltd(600048) , Yango Group Co.Ltd(000671) , China Fortune Land Development Co.Ltd(600340) , China Vanke Co.Ltd(000002) rose hand in hand.

Most of the real estate bonds also rose, “20 Olympic Park 01” rose by more than 11%, “19 Shimao 01” rose by 10%, “20 Shimao G3” rose by more than 9%, “20 Yangcheng 04” rose by more than 7%, “20 Jinke 03”, “19 Yuzhou 02” and “20 times 07” rose by more than 5%, and “20 Baolong 04” rose by more than 3%.

shipping soared

semiconductor and lithium diving

The shipping index rose by more than 3.5%, Nanjing Shenghang Shipping Co.Ltd(001205) 10% limit.

Semiconductor and lithium concept stocks plunged collectively. The semiconductor silicon index opened lower in early trading and fell 2.71%.

Hangzhou Lion Electronics Co.Ltd(605358) fell by more than 5%, Xiamen Changelight Co.Ltd(300102) fell by 4.71%.

The lithium battery sector also led the decline.

“Hanyang arsenal” is listed through

word limit!

Yunnan Xiyi Industrial Co.Ltd(002265) the opening price rose by the word limit, the share price was reported at 9.15 yuan, and the latest market value was 2.915 billion yuan.

In terms of news, Yunnan Xiyi Industrial Co.Ltd(002265) on December 3, the company disclosed the major asset restructuring plan. The company plans to purchase 100% equity of construction industry and raise funds by issuing shares and paying cash to the actual controlled human weapon equipment group. The estimated value and proposed pricing of this transaction have not been determined.

At present, the company is mainly engaged in automobile engine connecting rod and other industrial products. After this reorganization, the military products business will become the core.

According to the announcement, the company’s main business includes military products and civil products. With military products as the core, military products are mainly full caliber firearms and light weapons equipment, and civil products mainly include automobile steering system, precision forging products, engine connecting rod and other auto parts products, as well as civil guns, optical sight and other military and civil dual-use products.

Kechuang board will be on the market soon

200 billion pharmaceutical leaders plunged by more than 12%

In terms of Hong Kong stocks, the biomedical sector of Hong Kong stocks generally fell. Among them, Baiji Shenzhou, the 200 billion leader, fell by more than 12%, leading the plate.

Zaiding medicine and Cansino Biologics Inc(688185) biology fell by more than 7%, Yaoming biology fell by more than 6%, and Wuxi Apptec Co.Ltd(603259) fell by more than 5%.

Statistics show that Baiji Shenzhou, which led the decline, will soon be listed on the science and innovation board.

Baiji Shenzhou is a global biotechnology company in the commercial stage. It has previously been listed on NASDAQ and Hong Kong stock exchange. With its landing on the science and innovation board, Baiji Shenzhou has become the first biotechnology company in the world to be listed on Nasdaq, Hong Kong Stock Exchange and Shanghai Stock Exchange.

On the 2nd, Baiji Shenzhou officially applied for IPO. The subscription is referred to as Baiji subscription for short, and the subscription code is 787235. This time, Baiji Shenzhou publicly issued about 115 million shares at an issue price of 192.6 yuan / share, raising a total of 22.2 billion yuan, which is the highest fund-raising amount among biomedical enterprises on the science and innovation board so far.

This time, Baiji Shenzhou raised a total of 22.2 billion yuan for drug clinical trial R & D projects, R & D center construction projects, production base R & D and industrialization projects, marketing network construction projects, and replenishing working capital.

Judging from this year’s IPO, the issuance price determined by Baiji Shenzhou this time is second only to Sino Biological Inc(301047) 292.92 yuan / share, which is the second highest in the year.

Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) was filed for investigation, and the share price fell by the word limit

The word Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) fell to the limit in the morning trading. As of the noon closing, there were still nearly 95000 hands on the limit board, and the market value evaporated nearly 2.1 billion yuan. According to the calculation of the latest 15000 shareholders, the average loss of Dingsheng new material shareholders in the morning trading was nearly 140000 yuan. Since this year, the share price of Dingsheng new material has risen from a minimum of more than 10 yuan to a maximum of more than 50 yuan, with a maximum increase of nearly 4 times.

On the evening of December 3, Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) announced that the company and its chairman Zhou Xianhai received the notice of filing a case from the CSRC due to suspected illegal information disclosure.

Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) said that during the filing and investigation period, the company will actively cooperate with the investigation of China Securities Regulatory Commission and fulfill the obligation of information disclosure in strict accordance with the regulatory requirements. At present, the company’s operation, management and financial situation are normal. On Friday, the company also responded positively to investors on the interactive platform, saying that the company’s battery foil products have an annual production capacity of 94000 tons.

Dingsheng new material is regarded by securities companies as “leading enterprise of lithium battery materials” and “core supplier of lithium battery aluminum foil”. Since its establishment in 2003, Dingsheng new material has been deeply engaged in the field of aluminum plate, strip and foil, and has rapidly become the leader in the battery foil industry. Its main products are air conditioning foil, aluminum plate and strip, new energy battery foil, etc. its products are used in lithium battery, transportation and other fields. In the first three quarters of this year, the company realized a net profit of 263 million yuan, a year-on-year increase of nearly 23 times.

Shortly after the above announcement, Ms. Bian Huijuan, deputy general manager of Dingsheng new materials, submitted a written resignation report . At the same time, through the qualification examination of the nomination committee of the board of directors, the board of directors agreed to nominate Wang Cheng as a candidate for non independent director of the Fifth Board of directors of the company. Wang Cheng is now the general manager of Dingsheng new material.

Hang Seng technology fell 3%

Ali opened 8% lower and hit a new low

Hong Kong stocks collapsed collectively. The index opened low and went low. As of the press release, the Hang Seng Index fell more than 1.4% and Hang Seng technology fell nearly 3%.

Alibaba opened 8% lower and hit a new low, down nearly 6% as of press time.

Ctrip group fell by over 11%, NetEase, Baidu and B station fell by over 4%, and Kwai Chi and Jingdong fell 3%.

Many of the above-mentioned plummeting companies are also listed on US stocks. Recently, according to the detailed rules for the implementation of the foreign company Accountability Act published by the U.S. Securities and Exchange Commission, starting from 2022, the U.S. Securities and Exchange Commission will review and identify the annual reports submitted by Listed Companies in the United States, publish the relevant list, and require the listed companies to prove that they are not owned or controlled by the foreign government where their audit firm is located, And comply with the audit standards of the public company accounting oversight committee of the United States. If a foreign company listed in the United States fails to provide information in accordance with the requirements of U.S. regulators for three consecutive years and is included in the list, it may be delisted.

Alibaba’s organizational structure is “shuffled”

Jiang Fan was transferred to President of globalization business

On December 6, Alibaba announced to increase its “domestic demand” and “globalization” strategies and carry out a new round of organizational upgrading. Among them, the job changes of Dai Shan (flower name: Su Quan) and Jiang fan are of particular concern.

Zhang Yong, chairman of Alibaba’s board of directors and CEO, announced in an internal letter that Dai Shan will be responsible for China’s digital commerce sector, including big Taobao, B2C retail business group, taocai, taote and 1688; Jiang Fan will be in charge of overseas digital business sectors including aliexpress, icbu and lazada.

In his internal letter, Zhang Yong said that in the past few years, Alibaba’s overseas market has grown rapidly, and its annual active overseas consumers have reached 285 million. However, there is still a long way to go before Alibaba becomes a truly global company and makes greater achievements in the overseas market with broad potential. Therefore, we need to form an overall strategic blueprint and organizational guarantee for the overseas market, Move forward firmly.

At present, Alibaba’s global business territory includes Alibaba international station (icbu) and aliexpress. In recent years, Alibaba has successively joined new roles such as Southeast Asia e-commerce platform lazada, Turkey e-commerce platform trendyol and South Asia e-commerce platform daraz.

major shareholders request the removal of the executive director

flash collapse 30%

It is worth noting that there is another stock in Hong Kong stock market, which once collapsed by more than 30% in early trading. As of press time, it still fell by more than 32%.

On the news, Qihe Environmental Protection announced that Rafael Heinrich suchan had been suspended as chief executive with effect from today (6th). In addition, the company received a letter dated December 5 from Yushang investment group (Hong Kong), a major shareholder holding 60.95% of the company’s share capital, requesting the board of directors to hold an extraordinary general meeting of shareholders to consider and adopt resolutions as appropriate, including the removal of Rafael Heinrich suchan as an executive director. According to the company’s bylaws, the company will convene an extraordinary general meeting of shareholders within 21 days after the date of the request to deal with the matters contained in the request.

Dongguan housing and Urban Rural Development Bureau responded that buying a new house in December does not require social security: false news

Surging News reported that on December 6, in response to the news spread on the Internet that “all real estate houses purchased in Dongguan throughout December, whether the first or the second in Dongguan, do not need social security, and can be signed and filed normally, but social security needs to be paid in the later stage, because it is necessary to apply for real estate certificates”, the staff of Dongguan Municipal Bureau of housing and urban rural development of Guangdong Province said, “It has been confirmed repeatedly. It’s a false message.”

The staff member said that at present, there are no relevant documents. They are spread indiscriminately on the Internet or implemented according to the original policy. “There is no saying that it can be supplemented later.”

According to the Dongguan policy, the registered residence of non urban households in this city will buy second sets of commodity housing (new or four) housing, and the social security will be paid three consecutive months in the city within a month of the first day of the purchase. If the husband and wife are divorced, if either party purchases commercial housing within two years from the date of divorce, the number of housing units it owns shall be calculated according to the total number of families before divorce. New resident families who purchase the first set of newly-built commercial housing must settle in the city for half a year, and pay social security for half a year month continuously within two years before purchase.

According to the data of anjuke platform, the average price of new houses in Dongguan in December was 25942 yuan / m2, up 1.15% month on month; The average price of second-hand houses was 20026 yuan / m2, up 0.82% month on month.

another “Big Mac” was born

On December 6, 2021, with the approval of the State Council, China Logistics Group Co., Ltd. was officially established . This is the only new central enterprise in China with integrated logistics as its main business. It is a milestone in the development history of China’s logistics industry and opens a new chapter in building a world-class integrated logistics group.

The newly established China Logistics Group is based on the integration of the former China Railway Materials Group Co., Ltd. and four enterprises in the logistics section of China Chengtong Holding Group Co., Ltd., China material storage and Transportation Group Co., Ltd., Huamao International Logistics Co., Ltd., China Logistics Co., Ltd. and China Packaging Co., Ltd. China Eastern Airlines Group Co., Ltd., China Ocean Shipping Group Co., Ltd. and China Merchants Group Co., Ltd. are simultaneously introduced as strategic investors to form close strategic coordination. The shareholding structure of China Logistics Group is: SASAC of the State Council and China Chengtong Holding Group Co., Ltd. have the same shareholding ratio, 38.91%; The shareholding ratios of the three strategic investors were 10%, 7.3% and 4.9% respectively. It is another central enterprise with diversified ownership structure.

At present, the newly established China Logistics Group has business outlets in 30 provinces (cities and districts) in China and five overseas continents , with a land area of 24.26 million square meters, a warehouse of 4.95 million square meters and a stockyard of 3.56 million square meters; It has 120 special railway lines and 42 futures delivery warehouses; Integrate nearly 3 million professional road freight vehicles; International trains run across Asia and Europe, and have significant competitive advantages in the international logistics market. In the future, China Logistics Group will focus on the development of supply chain logistics, people’s livelihood logistics, special logistics, dangerous goods logistics, industrial logistics, emergency logistics, cold chain logistics and international cross-border logistics, including warehousing, transportation, distribution, packaging, multimodal transport, international freight forwarding, futures delivery, cross-border E-commerce, international trade, logistics design, supply chain management, processing and manufacturing Various business forms of comprehensive logistics services such as science and technology R & D and e-commerce, strive to reduce social logistics costs, strive to improve international competitiveness, and strive to build a world-class comprehensive modern logistics enterprise group with global competitiveness.

(China Fund News)

 

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