On Thursday, December 16th, the main contents of today’s headlines are:
China Securities Journal
The economy will continue to recover in November, and there will be support for stable operation next year
According to the data released by the National Bureau of statistics on December 15, industrial production continued to pick up slightly in November; Although the growth rate of market sales has dropped, the overall recovery trend has not changed; From January to November, the investment was slow and stable, and the structure was continuously optimized.
CSRC: strengthening the organizational planning for the development of science and technology in the securities and Futures Industry
According to the news on the website of the people’s Bank of China on December 15, recently, the review leading group meeting of the 2020 financial technology development award was held in Beijing. Fang Xinghai, vice chairman of the CSRC and deputy leader of the leading group for the evaluation of financial science and Technology Development Award, said that the CSRC will strengthen the organizational planning of science and technology development in the securities and futures industry.
The market may reshuffle the large consumption of Jinniu private placement
Recently, the A-share market has continued to fluctuate slightly, and structural opportunities are still prominent. Northbound funds have been net buying for 11 consecutive trading days, with the goal of focusing on large market capitalization white horse stocks. A number of Taurus private placement said that this year’s market opportunities are mainly concentrated on a few theme tracks such as new energy and semiconductors. The market may “reshuffle” at the end of the year and even next year, and the style will be more decentralized and balanced. Large consumption and “policy driven industry” have become the promising investment direction of many Taurus private placement.
Lithium iron phosphate battery accounts for more than half of the loading volume, and the problem of endurance of new energy vehicles in winter needs to be solved
At the end of the year, the temperature in the North dropped and the mileage of new energy vehicles was affected. An electric car owner in Beijing told the China Securities Journal that the temperature in Beijing has decreased recently, and its car range has decreased significantly. “If the air conditioner is turned on, the range will be reduced by 20 kilometers in an instant.”
Shanghai Securities News
Deepening the reform of the registration system of the bond market, the Shanghai Stock Exchange issued the consultation guide for credit bond financing business
On December 15, Shenzhen stock exchange held a party committee (enlarged) meeting to study and understand the spirit of the central economic work conference, study and deploy the implementation work. The meeting held that this year’s central economic work conference is an important meeting held after the Sixth Plenary Session of the 19th CPC Central Committee. Xi Jinping in his important speech at the meeting, the general secretary coordinated the “two overall situations”, took the overall situation at home and abroad, systematically summarized the major achievements made in this year’s economic work, deeply analyzed the current China’s international economic situation, profoundly explained major theoretical and practical problems, and comprehensively deployed next year’s economic work, It not only focuses on hot issues at present, but also focuses on the general trend of development in the long run. It is highly political, strategic and guiding, pointing out the direction and providing guidance for doing a good job in economic work next year and in the future.
Direct attack on the annual conference of photovoltaic industry: how to go after the sharp rise of silicon material? Will next year be the year of photovoltaic?
On December 15, photovoltaic industry chain giants gathered in Chuzhou, Anhui Province, where the 2021 annual conference of China’s photovoltaic industry opened. Wang Bohua, honorary chairman of China Photovoltaic Industry Association, said that due to rising prices and other reasons, the new installed capacity of photovoltaic in China this year was less than expected. However, Wang Bohua is optimistic about the prosperity of next year and believes that driven by China’s huge reserves of photovoltaic power generation projects, China’s new photovoltaic installed capacity may be more than 75 gigawatts (GW) in 2022. Many participating enterprises and institutions are also expected to become the photovoltaic year next year.
High priced new shares reappeared, and the scale of breaking new and abandoning purchases on the Internet reached a new high
Recently, the high abandonment rate of some new shares and the performance on the first day of listing have aroused heated discussion in the market. First, after Tuesday’s trading, Hemai shares, the “most expensive new share in history”, disclosed the issuance results, and the abandonment ratio of up to 18.74% broke the record of the highest online abandonment rate of a shares; Then in yesterday’s intraday trading, Baiji Shenzhou, which also had an issue price of more than 100, suffered a break on the first day of listing, with the largest intraday decline of nearly 20%.
The average return of 10 billion private placement in November was nearly 14%, and the subjective long strategy successfully counter attacked in the fourth quarter
The latest report card of 10 billion private placement was released. According to the data of private placement network, as of the end of November, there were 85 10 billion private placement managers who showed their performance. Since this year, the average rate of return has been 13.86%, and the overall performance has increased by 1.36 percentage points compared with the end of October. Among them, 68 10 billion private placement companies obtained positive income, accounting for 80%. It is worth noting that the subjective long strategy of private placement, which has been dominated by quantitative private placement, has achieved a counter attack since the fourth quarter.
securities times
In November, the economy continued to recover, and the market expected that infrastructure investment would accelerate
On December 15, the National Bureau of Statistics announced the operation of the national economy in November. Data show that the economy continued the trend of monthly recovery since August in November. Industrial production picked up as scheduled, the decline in consumption growth was slightly better than market expectations, the growth rate of fixed asset investment fell from double-digit growth at the beginning of the year to single digit growth, and the average growth rate in the two years also fell as a whole, reflecting the change of demand contraction.
Praise the diligent and responsible independent directors who adhere to the bottom line
Recently, a listed company disclosed the verification opinions of independent directors on relevant matters when replying to the inquiry letter of the exchange. In the announcement, the three independent directors said that the relevant matters “belong to the deliberate illegal operation of the company to achieve the purpose of the actual controller’s fund occupation or benefit transfer”.
What does Guangzhou rely on to seize the highland of the industry
Guangzhou is mass producing driverless “unicorns”. It is a driverless vehicle running on the streets of Guangzhou, and the “driver” is a set of mature AI systems. In 2017, Guangzhou began to build the development territory of the automatic driving industry, successively introduced the “unicorn” of Silicon Valley and issued relevant policies and regulations. During this period, it also attracted many pioneers in the field of automatic driving in China. At present, the automatic driving industry in Guangzhou has become a common practice.
State Council: the implementation of tax reduction and fee reduction policy should be inclined to the manufacturing industry
Premier Li Keqiang chaired an executive meeting of the State Council on December 15 to deploy further market-oriented ways to strengthen financial support for small, medium-sized and micro enterprises; Determine policies and measures to increase support for the manufacturing industry and promote the stable development of the real economy.
Securities Daily
Strengthen online supervision and implement it in the school, and implement the “double reduction” to the end
From December 13 to 14, two documents related to “double reduction” attracted extensive attention after they were released. One is to strengthen the management of educational mobile Internet applications and promote the connection with the “double reduction” policy issued by the Ministry of education; One is the notice on using popular science resources to boost the “double reduction” work issued by the general office of the Ministry of education and the general office of China Association for science and technology.
Crack down on illegal securities activities, form a three-dimensional accountability, and greatly increase the cost of “liars”
2021 is the first year of the 14th five year plan, and also a year for Solidly Promoting the implementation of comprehensively deepening the reform and opening up of the capital market. Looking back on the coming year 2021, China’s capital market has been deeply reformed, the foundation of the rule of law has been continuously improved, and the foundation of governing the city according to law has been continuously consolidated. At the same time, the joint force to crack down on violations of laws and regulations in the capital market has gradually formed, and the market legal environment has been fundamentally improved. It is noteworthy that the central economic work conference held recently proposed to “strengthen the construction of financial rule of law”, which once again released a clear signal that the construction of rule of law in the capital market continues to accelerate.
In November, the total amount of social zero increased by 3.9% year-on-year, showing the characteristics of stability and moderation
On December 15, the National Bureau of statistics released data that in November, the total retail sales of social consumer goods reached 41043 billion yuan, an increase of 3.9% year-on-year, down 1.0 percentage points from the previous month; The growth rate is 9.0% higher than that in November 2019, and the average growth rate in the two years is 4.4%. On a month on month basis, the total retail sales of social consumer goods increased by 0.22% in November. From January to November, the total retail sales of social consumer goods reached 39955.4 billion yuan, a year-on-year increase of 13.7% and an average increase of 4.0% in the two years; The national online retail sales reached 11874.9 billion yuan, a year-on-year increase of 15.4%.
The sales price of commercial housing in 70 cities decreased month on month in November
On December 15, the National Bureau of statistics released the statistical data on the changes of commercial housing sales prices in 70 large and medium-sized cities. Sheng Guoqing, chief statistician of the city Department of the National Bureau of statistics, introduced that in November 2021, the sales price of commercial housing in 70 large and medium-sized cities continued to decline month on month, and the year-on-year increase continued to fall.
21st Century Business Herald
What is the future policy interest rate trend of RRR + MLF + reverse repurchase to protect liquidity?
On December 15, the comprehensive RRR reduction was officially implemented, releasing about 1.2 trillion yuan of long-term funds. On the same day, in order to maintain the reasonable and abundant liquidity of the banking system, the central bank carried out RMB 500 billion medium-term lending facility (MLF) operation and RMB 10 billion reverse repurchase operation, and the bid winning interest rates were 2.95% and 2.20% respectively, which was consistent with the level of previous periods.
The natural gas market is very different in winter: the European gas price is innovated, and the demand for natural gas in the United States is weak
The winter in the energy crisis is coming quietly, but the natural gas market in Europe, North America and China presents a very different situation. The newly-built natural gas pipeline “Beixi No. 2” has not been approved, the rising demand for heating in Europe and the continuous tension between Russia and Ukraine have led to several major natural gas prices in Europe breaking new historical heights again. Analysts expect that if there is no significant increase in Russian gas sources, the existence of natural gas reservoirs in Europe will fall to a historic low next year.
people’s daily
Starting next year, we will implement provisional import tax rates on 954 commodities, improve people’s quality of life and help open up to the outside world at a high level
With the approval of the State Council, the Tariff Commission of the State Council issued a notice on the 15th that the import and export tariffs of some commodities will be adjusted in 2022. It is understood that the tariff adjustment in 2022 mainly involves the adjustment of provisional tax rate, MFN tax rate and agreed tax rate, as well as the revision of tax rules and the adjustment of tax items. In addition, China will continue to implement preferential tax rates for the least developed countries. What are the highlights of this tariff adjustment? The reporter conducted an interview.
China business daily
The latest top ten cities with net population inflow: Shenzhen, the first city in central and Western China
The net registered residence city is the difference between the permanent population and the registered residence population. The resident population is larger than the household registration population, which indicates that the urban population is in the net inflow, otherwise the net outflow is. So, after the seventh national census, what are the cities with large net population inflow in China?
All the pressure depends on connection to vent? PV, semiconductor and other industries are frequently connected with each other
Under the background of high-speed switching of market style and increasingly fierce competition among seller analysts of securities companies, there is mutual interconnection among securities analysts in the market. Recently, the chief electronic analyst of a securities firm released an in-depth report on companies such as BOE (000725. SZ) and Sanan Optoelectronics Co.Ltd(600703) (600703. SH) in an institutional group late at night, which aroused the dissatisfaction of the chief electronic analyst of a securities firm under AMC, and directly implied that the Research Report of the securities firm was not original and belonged to “copying”.
economic reference daily
2022 fiscal policy focuses on “more accurate and sustainable”
The central economic work conference held a few days ago set the tone for next year’s macroeconomic policy. Among them, the active fiscal policy should “improve efficiency and pay more attention to accuracy and sustainability”. At the same time, it is proposed to “implement the new policy of tax reduction and fee reduction” and “moderately advance infrastructure investment”. In this regard, experts said that next year, China’s economic work should be stable and seek progress in stability. In this context, the active fiscal policy will focus on achieving “stability” and “progress”.
A-share IPO raised more than 500 billion yuan during the year, highlighting the differentiation trend of new shares
Since this year, IPO in A-share market has remained active, and the number of listed new shares and IPO fund-raising amount have continued to grow. Data show that as of December 15, 499 listed companies have landed in the A-share market this year, raising a total of more than 500 billion yuan, a ten-year high. Insiders expect that under the background of the whole market registration system, the growth of IPO number will become a long-term trend. At the same time, the degree of marketization of new share issuance is also improving.
