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timely RRR reduction superimposed on a number of policies was favorable to the strong outbreak of the securities sector China Industrial Securities Co.Ltd(601377) daily limit
Boosted by a number of favorable policies and abundant liquidity expectations, the securities sector rose strongly on the 6th. As of press time, China Industrial Securities Co.Ltd(601377) limit, Citic Securities Company Limited(600030) , Huatai Securities Co.Ltd(601688) , Gf Securities Co.Ltd(000776) , Soochow Securities Co.Ltd(601555) were stronger.
In terms of news, on December 3, the China Banking and Insurance Regulatory Commission issued the notice on matters related to the participation of insurance funds in securities lending business. The notice made it clear that insurance group (holding) companies and insurance companies can directly participate in securities lending business, or entrust insurance asset management companies to participate in securities lending business. The business scope includes domestic refinancing securities lending, domestic bond lending, overseas securities lending, etc. The circular regulates the decision-making management process of insurance institutions participating in securities lending business, including setting differentiated regulatory standards, establishing asset guarantee mechanism, strengthening compliance management requirements, etc.
Anxin Securities said that the opening of securities lending business this time, on the one hand, enriches the use of insurance funds, helps to revitalize the stock assets held by insurance funds for a long time and thickens the return of investment portfolio; On the other hand, it helps to play the role of institutional investors of insurance funds, increase the supply of market securities sources, improve market liquidity and activity, and is conducive to the development of securities lending business of securities companies.
In addition, on the same day, China Securities Association issued the measures for the management of revenue swap business of securities companies. The core points of the measures are 1) emphasizing licensed operation: securities companies should have the qualification of OTC option dealers to carry out revenue swap business; 2) Raising the threshold of investors: emphasizing the standard of professional institutional investors; 3) Strengthen the management of linked targets: it is clear that private placement products, OTC derivatives and other targets shall not be linked; 4) Margin: a securities firm shall set the margin maintenance ratio, clearly agree on the early warning line and position closing line, and mark to market the margin of the counterparty on a daily basis; 5) Strengthen risk control management and delimit behavior restricted areas. 6) 1-year transition arrangement.
Meanwhile, on December 3, Premier Li Keqiang said in a video meeting with the president of the IMF, “We will continue to implement a prudent monetary policy, maintain reasonable and sufficient liquidity, formulate policies around the needs of market subjects, use a variety of monetary tools, timely reduce reserve requirements, increase support for the real economy, especially small, medium and micro enterprises, promote a steady decline in comprehensive financing costs, and ensure the stable and healthy operation of the economy.”
Anxin strategy said that in combination with the historical statements of “timely” and “timely” RRR reduction until the formal announcement of RRR reduction, it is expected that the central bank has a high probability of announcing RRR reduction for MLF replacement in December. As the industry most benefiting from loose liquidity, the brokerage sector is expected to deduce the market with the expected rise of RRR reduction and the boost of risk preference.
the wind power and photovoltaic sectors rose Zhongmin Energy Co.Ltd(600163) and so on. The second batch of new energy base projects started to apply
The wind power and photovoltaic sectors rose on the 6th. As of press time, Zhuzhou Times New Material Technology Co.Ltd(600458) , Zhongmin Energy Co.Ltd(600163) and other wind power sectors once soared the limit; In the photovoltaic sector, Ningbo Energy Group Co.Ltd(600982) , Luoyang Glass Company Limited(600876) , Elion Clean Energy Company Limited(600277) , Sichuan Hebang Biotechnology Co.Ltd(603077) and other trading limits. On the news side, in order to speed up the construction of large-scale wind power photovoltaic base, on the basis of paying close attention to the construction of the first batch of projects, relevant parties have begun to organize the second batch of large-scale wind power photovoltaic base projects focusing on deserts, Gobi and desert areas.
According to incomplete statistics, the construction scale of the first batch of large-scale wind power photovoltaic base projects focusing on deserts, Gobi and desert areas has exceeded 50 GW.
Shi Jingli, a researcher at the renewable energy research center of the Energy Research Institute of the national development and Reform Commission, said that from the perspective of the development situation of new energy, the 14th five year plan, as a new stage and window period of new energy development, is positioned as a large-scale, high-proportion, market-oriented and high-quality country, and will usher in more than 1 billion kw of new installed capacity in the next decade.
Some analysts pointed out that the second batch of large new energy base projects have been declared, and the centralized scenery projects are expected to be large-scale, promote the rapid growth of demand, and continue to be optimistic about the long-term good development of wind and light.
the concept of tobacco fell down Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) bucked the trend and rose by more than 90% in the previous eight trading days
The tobacco concept fell back and fell on the 6th. It is worth noting that after a short correction on Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) December 3, which soared recently, it rose again today. Specifically, the stock rose 92.46% in the eight trading days from November 23 to December 2, and then received the attention letter from Shenzhen Stock Exchange. On December 3, the stock fell back, down 5.27% on the same day. Today, the stock is strong again.
Statistics show that Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) is one of several listed enterprises with the concept of tobacco supporting in China. Its existing business covers four major industrial categories: Tobacco supporting, education, real estate and medical care. Its main products of tobacco supporting industry are the production and sales of cigarette labels, cigarette tow and mouth sticks.
In response to the recent sharp rise in share prices, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) pointed out in the announcement of abnormal trading fluctuations on December 2 that after verification, the company did not find that the recent public media reported unpublished major information that may or has had a great impact on the company’s stock trading price. Recently, the company’s business situation and internal and external business environment have not changed or are expected to change significantly.
the second batch of intelligent networked automobile pilot cities have been launched. The Internet of vehicles is the fastest-growing segment scenario (with shares)
Recently, the Ministry of housing and urban rural development and the Ministry of industry and information technology have studied and determined 10 cities such as Chongqing, Shenzhen, Xiamen, Nanjing, Jinan, Chengdu, Hefei, Cangzhou, Wuhu and Zibo as the second batch of pilot cities for the coordinated development of smart city infrastructure and intelligent networked vehicles.
Citic Securities Company Limited(600030) pointed out that in the next decade, 5g will promote animal networking to replace human networking as a new industrial development direction. The scale of the Internet of things industry is huge, and the Internet of vehicles is the fastest-growing segment scenario. According to IDC data, the Internet of vehicles will be the fastest-growing segment scenario in China’s Internet of things industry. Among them, the compound growth rate of the Internet of vehicles industry is expected to reach more than 35% from 2019 to 2024, which is much higher than other scenarios. It is believed that intelligent electric vehicle will become the main battlefield of automobile product competition and the most important product platform of the next generation mobile Internet of things aiot.
With the accelerated penetration of automotive intelligent network, it is expected to bring investment opportunities in many fields. Minsheng Securities believes that Baidu group, a leading enterprise in the field of single vehicle intelligence and vehicle road coordination, is recommended to pay attention to the omni-directional layout of vehicle road cloud map; Under the promotion of on-board information entertainment and automatic driving of passenger cars, it is recommended to recommend the leading of automobile intelligent network Huizhou Desay Sv Automotive Co.Ltd(002920) ; The use of on-board electronic products is increased by the automobile intelligent network. The upstream copper clad laminate faucet Shengyi Technology Co.Ltd(600183) is recommended; Recommendations in the field of commercial vehicle networking and intelligent assisted driving Hangzhou Hopechart Iot Technology Co.Ltd(688288) , Streamax Technology Co.Ltd(002970) ; It is recommended to pay attention to the on-board / roadside terminal product manufacturers Gosuncn Technology Group Co.Ltd(300098) under the accelerated deployment of OBU and RSU.
the game industry heavyweight conference will hold industry leaders or attention (attached shares)
The 2021 annual conference of China’s game industry is scheduled to be held in Guangzhou from December 14 to 16. The theme of the conference is “compliance and self-discipline, diversified empowerment, and actively integrating into the new wave of digital economy development”. The annual conference consists of the annual conference of China’s game industry, the annual ranking ceremony of the top ten games, the trial screening of game documentaries, the grand ceremony Party of the top ten games, the party construction achievement exhibition of game enterprises and 13 sub forums with different themes.
According to the data of the game working committee, the scale of China’s game market will reach 278.687 billion yuan in 2020. Citic Securities Company Limited(600030) believes that the annual conference of the game industry held at the end of each year is one of the core conferences with guiding significance in the industry, which plays an important role in clarifying the development objectives of the industry and learning the guidance direction of supervision. The main tone of the conference has been implemented in succession in the past five years, which has become an industrial policy or important direction and has great guiding significance for the trend of the industry. The announcement of reissuing the version number at the 2018 annual meeting of the game industry also had a positive impact on the subsequent secondary market.
real estate loans have warmed up for two consecutive months, and three types of real estate stocks are expected to turn the corner?
On the morning of December 6, the real estate sector led the increase. In terms of news, on December 5, the reporter learned from the financial management department and a number of banks that in November, based on the sharp recovery in October, the investment in real estate loans continued to maintain the trend of double growth month on month and year-on-year, and it is preliminarily expected to increase by about 200 billion yuan year-on-year.
According to statistics, the amount of domestic bonds issued by real estate enterprises in November was 47.1 billion yuan, an increase of 84% month on month. With the gradual clarification of the short-term impact of Evergrande incident, the industry is expected to further improve, and the financing behavior of financial institutions to real estate enterprises has returned to normal.
China Everbright Bank Company Limited Co.Ltd(601818) financial market analyst Zhou Maohua believes that the central bank’s policies and measures have achieved obvious results. The real estate loans have warmed up for two consecutive months, the funds of real estate enterprises have accelerated the return, the cash flow pressure has gradually eased, and the confidence of market subjects is gradually recovering. It is expected that the subsequent real estate investment will stop falling and stabilize.
Guosen Securities Co.Ltd(002736) said that the painful period of the real estate industry will continue. At this stage, large and medium-sized real estate enterprises with stable operation and healthy finance will fully benefit from the relatively loose cash on hand, which can not only seize the opportunity of the land market to repair the income statement, but also obtain the recognition of financial institutions to ensure financing.
