daily collection
first finance and Economics: the CSRC solicited public opinions on Amending Several Provisions on the trading interconnection mechanism between the mainland and Hong Kong stock markets. From the date of implementation of the rules, Hong Kong brokers shall not newly open the trading authority of Shanghai and Shenzhen Stock connect for mainland investors. One year from the date of implementation of the policy is the transition period. During the transition period, stock mainland investors can continue to buy and sell A-Shares through Shanghai and Shenzhen Stock connect.
China Banking and Insurance Regulatory Commission: China Banking and Insurance Regulatory Commission revised some normative documents in the field of insurance fund application, Delete the provisions on “according to the needs of market development, the Commission decides to implement the filing system for the stock investment of insurance companies. Insurance companies shall choose the mode of stock direct investment or entrusted investment in accordance with the standard for stock investment ability of insurance companies and the principle of marketization, and file with the Commission” and relevant annexes.
Securities Times: Kweichow Moutai Co.Ltd(600519) can shareholders buy Feitian Maotai at parity? On the 18th, it was reported that if you hold Kweichow Moutai Co.Ltd(600519) 1 hand of shares, you can buy 2 bottles of Feitian Maotai at the original price. Shareholders have confirmed to the media that the news is true.
financial Associated Press: the SASAC of the State Council held a meeting of heads of central enterprises. Hao Peng, Secretary of the Party committee and director of the SASAC of the State Council, said that efforts should be made to promote strategic reorganization and professional integration. China Star network, China electric equipment and China logistics group were established, Sinochem Group and China chemical industry group were jointly restructured, CETC was restructured, China Putian was restructured, Anshan Iron and steel group was restructured, Benxi Iron and steel was successfully completed, the asset restructuring of national pipe network group was successfully completed, the specialized integration of rare earth and coal was deeply implemented, and the implementation of logistics big data platform and marine equipment innovation platform was accelerated.
macroeconomic
Ministry of Finance: from January to November, the stamp tax revenue was 393.5 billion yuan, a year-on-year increase of 35.4%. Among them, the stamp duty income from securities transactions was 247.6 billion yuan, a year-on-year increase of 43.3%.
People.Cn Co.Ltd(603000) : in terms of macro economy, we should prevent big ups and downs, prevent large inflow and outflow of foreign capital in the capital market, ensure supply security in the fields of grain, energy and important resources, ensure the stability and security of the industrial chain supply chain, and prevent disorderly expansion and savage growth of capital. We should adhere to the bottom line thinking, enhance the sense of hardship, and strive to resolve contradictions in the future and risks in the invisible.
China Central Television: the financial reporter of China Central Television learned from the national development and Reform Commission that the details of the oil price adjustment are as follows: 130 yuan per ton of gasoline and 125 yuan per ton of diesel, equivalent to 0.1 yuan and 0.11 yuan per liter respectively.
China Fund News: recently, the opinions on promoting the development of personal pension was released, and a new era of “personal pension” is about to open. For the release of the above policies, the employees of relevant Pension Asset management institutions are very excited. A number of pension information management institutions said that in recent years, China’s multi-level and multi pillar pension insurance system has been continuously promoted, commercial pension operators and products have been continuously implemented, individual pension supporting policies have been issued one after another, and the pilot expansion of individual tax deferred commercial pension insurance is also imminent.
industry dynamics
National Energy Administration: by the end of November, the installed power generation capacity in China was about 2.32 billion kw, a year-on-year increase of 9.0%. Among them, the installed capacity of wind power is about 300 million KW, a year-on-year increase of 29%; Cecep Solar Energy Co.Ltd(000591) the installed power generation capacity was about 290 million KW, a year-on-year increase of 24.1%.
Shenzhen business daily: Shenzhen hydrogen energy industry development plan (2021-2025) was officially released on the 17th. According to the plan, by 2025, Shenzhen will form a relatively complete hydrogen energy industry development ecosystem, build a hydrogen energy industry technology source, advanced manufacturing cluster highland and multi scenario application demonstration base, realize the commercial application of hydrogen energy, and the scale of hydrogen energy industry will reach 50 billion yuan.
interface news: electronic cigarette has been born for nearly 20 years, but it has only been nearly 5 years from minority subculture to mass life. With the recent release of various regulatory policies, China’s e-cigarette industry also stands at an important historical node. On December 17, the Fifth International e-cigarette Industry Summit Forum was held in Bao’an District, Shenzhen. Participants included Chinese and foreign industry associations, lawyers, investors, brands and contract manufacturers. The forum held many discussions on e-cigarette policy, investment direction and future transformation direction. On the whole, the consensus of industry participants is that e-cigarettes finally have a legal status in China and are still the outlet for future investment, but the policies bring uncertainty to the industry. How to operate in compliance and what direction to transform are the focus of discussion in the future.
brokerage China: in 2021, the abolition of brokerage business department continued from the beginning of the year to the end of the year. According to the statistics of Chinese reporters of securities companies, 9 of the about 40 listed securities companies disclosed the cancellation and new establishment of business departments, a total of 64 business departments were cancelled and a new business department was established. Among them, Chinalin Securities Co.Ltd(002945) has the strongest cancellation. In order to comply with the strategic transformation of the Internet, 25 business departments have been cancelled within one year, and a new Tibet Naqu business department has been established; Secondly, Shanxi Securities Co.Ltd(002500) optimized the layout of business outlets and cancelled 12 business departments within one year.
stock market focus
Securities Times: China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) (600111) announced on the evening of December 19 that it signed a strategic cooperation framework agreement with China Rare Earth Holdings Co., Ltd. The two sides strengthen exchanges on China’s existing rare earth industry and business, and carry out cooperation in mining in the South and mineral energy in the north; The two sides cooperate on rare earth trade and deep processing, and extend the industrial chain of rare earth cooperation; The two sides maintain close communication and consultation, make full use of China rare earth overseas capital platform, revitalize their assets and improve their industrial concentration; According to the specific situation of the project and the market, the two sides can adopt a variety of cooperation modes. The two sides agree to provide each other with the most favorable cooperation conditions to promote the benign operation of the project. The specific cooperation shall be separately signed with the investment cooperation agreement.
Securities Times: recently, overseas asset management giants such as BlackRock, Goldman Sachs and Morgan Stanley have released their strategic views on 2022. Most institutions believe that global investors’ allocation of Chinese assets is low. It is expected that China’s weight in global and emerging market indexes will rise in the next few years, promoting overall emerging market investors to expand their allocation of A-share stocks.
China Fund News: Xu Xiaoqing, chief economist of Dunhe asset management, believes that in 2021, it may invest more in the fundamentals themselves, and next year it will invest more around policy responses and changes. In 2022, we should pay attention to “China restraining stagnation and the United States preventing inflation” and grasp policy changes. In terms of stocks, Xu Xiaoqing believes that the overall situation is relatively optimistic than this year. He believes that stocks will usher in universal opportunities, not opportunities in several industries. That is, the characteristics of industry differentiation decreased and the rotation increased. Among them, he pointed out that the allocation weight related to manufacturing began to gradually exceed the weight of consumption.
China Securities News: the implementation of the “strictest” delisting new regulations in history will be completed for one year, the annual report season of A-share listed companies will also follow, and some companies with poor performance will face the “life and death” of delisting. The delisting supervision guidelines issued in November completely invalidated the previous “shell protection” routine. Some * ST companies may announce delisting on the date of publication of the annual report. Since December, many companies such as Spearhead Integrated Marketing Communication Group(300071) , Huachangda Intelligent Equipment Group Co.Ltd(300278) , Xin Jiang Ready Health Industry Co.Ltd(600090) , Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) , Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) have successively issued risk warning announcements that may be terminated from listing.
subscription of new shares: none
new debt subscription: none
IPO: Hemai shares, Baicheng pharmaceutical
listing of new bonds: Huaxing convertible bonds
corporate news
Shanghai Shimao Co.Ltd(600823) : on December 15, 31.35 million yuan of interest payment funds have been allocated
St Haiyue: suspected of violation of laws and regulations by xinphi was filed by the CSRC
* ST basis: suspected of violation of laws and regulations by xinphi and filed with the CSRC
Beijing Jingcheng Machinery Electric Company Limited(600860) : the main business does not involve the hydrogen energy battery industry
Shanghai Baolong Automotive Corporation(603197) : obtain the fixed-point notice of air suspension system product project
Lanpec Technologies Limited(601798) : the company does not have any hydrogen energy related products that generate revenue
Sichuan New Energy Power Company Limited(000155) : signed a strategic cooperation agreement with Huayou holdings
Changsha Jingjia Microelectronics Co.Ltd(300474) : was included in the list of entities by the U.S. Department of Commerce, and the overall impact is controllable
Sichuan Guoguang Agrochemical Co.Ltd(002749) : 4.41 million yuan Hengda commercial acceptance bill is not accepted at maturity
Wuxi Hyatech Co.Ltd(688510) : shareholders plan to reduce their shares by no more than 6%
Zhejiang Supcon Technology Co.Ltd(688777) : Zhejiang Chint Electrics Co.Ltd(601877) intends to reduce the company’s shares by no more than 6%
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) : Li Qiuxi applied to resign as chairman of the company
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) : signed a strategic cooperation framework agreement with China Rare Earth Holdings Co., Ltd.
data list
Shanghai and Shenzhen Stock Markets: China commodity futures closed, with most varieties rising, with Shanghai zinc and Zheng coal rising by more than 4%, Shanghai aluminum and Zheng alcohol rising by more than 3%, Zheng oil and cotton yarn rising by more than 2%, glass and soybean oil rising by more than 1%, and LPG and hot coil rising slightly; Apple fell more than 5%, pulp fell more than 4%, urea and EB fell more than 1%, eggs and SS fell slightly.
Hong Kong stocks: Hong Kong Hang Seng Index fell 1.2%, and Hang Seng technology index fell 2.43%. Internet Medical stocks, technology stocks and photovoltaic stocks fell, Xinyi solar energy fell by more than 9%, and meituan, BiliBili, Ali health and JD health fell by more than 5%. Nonferrous metal stocks rose against the market, and Minmetals resources rose by more than 6%.
Shanghai Shenzhen Gangtong: on December 17, northbound funds sold a total of 6.561 billion yuan, ending the net buying trend for 12 consecutive days. Among them, the Shanghai Stock connect sold a net 3.594 billion yuan and the Shenzhen Stock connect sold a net 2.967 billion yuan. Among the top ten traded stocks, the top three net purchases were Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , East Money Information Co.Ltd(300059) , with net purchases of 484 million yuan, 403 million yuan and 398 million yuan respectively. The top three net sales are Wuxi Apptec Co.Ltd(603259) , Longi Green Energy Technology Co.Ltd(601012) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , with net sales of 1.049 billion yuan, 588 million yuan and 509 million yuan respectively.
dragon tiger list: on December 17, among the stocks on the list, the largest net capital inflow was Shenzhen Desay Battery Technology Co.Ltd(000049) , with a net inflow of 348 million yuan in the three days. Data show that the stock closed within the daily limit, and the share price hit another record high, rising 22.54% in the past three days. The net flow of funds into the top Shenzhen Stock connect seats, with a net purchase of 67.2067 million yuan on the third day. A total of 23 stocks were involved in the institutional participation list, of which 6 were net bought by the institution, Shenergy Company Limited(600642) was the most bought, with a net purchase of RMB 191 million in three days. In addition, 17 shares were net sold by institutions, and Yankuang energy was the most sold, with a net sales of 722 million yuan on the third day.
margin trading : as of December 16, the balance of two financial transactions in Shanghai and Shenzhen was 1849.978 billion yuan, an increase of 556 million yuan over the previous trading day. Among them, the financing balance was 1732.845 billion yuan, an increase of 10 million yuan over the previous trading day; The balance of securities lending was 117.133 billion yuan, an increase of 546 million yuan over the previous trading day.
Shibor : Shibor reported 1.8620% overnight, down 25.4 basis points; Seven days Shibor reported 2.1510%, down 5.8 basis points; Three month Shibor reported 2.4920%, up 0.1 basis points.
foreign exchange
On December 17, the central parity of RMB was reported at 6.3651, down 14 points, and the central parity of the previous trading day was reported at 6.3637. The onshore RMB closed at 6.3742 against the US dollar, down 63 points from the official closing price of the previous trading day and 53 points from the closing price of the previous day and night.
property market observation
Securities Times: in the middle of winter, the new housing market in Shenzhen is also cold. Recently, China Resources City Runxi phase II, which has attracted much attention in the market, officially selected houses. Compared with the grand opening ceremony last year, Runxi phase II this year has significantly cooled down: 1486 customers robbed 1024 suites, with a winning rate of about 69%. In addition, public market information shows that Runxi phase II failed to achieve “sunshine” on the opening day, which greatly surprised the market.
China Securities Journal: Guilin recently issued a notice that real estate enterprises can receive consumption coupons according to the ranking of sales area of a single real estate, and buyers can receive consumption coupons according to 1% of the transaction contract amount. The reporter noted that nearly 10 cities have recently introduced measures to encourage house purchase, with a variety of “fancy” such as consumption vouchers, deed tax subsidies and discounts.
China Business Daily: the reporter recently learned that the mortgage loan interest rates of banks in Shenzhen, Guangzhou and other places have been reduced. Among them, the first and second mortgage loan interest rates of banks in Shenzhen have been reduced by 15bp, and the lending time has been shortened at the same time. The reporter learned that since October, mortgage interest rates in many regions have been reduced, mainly covering the Yangtze River Delta, Guangdong, Hong Kong and Macao Bay area, etc.
international information
CCTV news client: on the 17th local time, the Russian Central Bank announced that it would raise the benchmark interest rate by 1 percentage point to 8.5%. This is the seventh time that the Central Bank of Russia raised the benchmark interest rate this year. The Russian central bank said that at present, Russia is facing serious and sustained inflationary pressure, and adverse geopolitical factors may also trigger short-term inflation. According to the latest data released, Russia’s annual inflation is expected to be 8.1% this year, reaching a six-year high. Russian media predict that the Central Bank of Russia will continue to raise the benchmark interest rate early next year.
interface news: the auto industry trend in November recently released by the Ministry of industry, trade and resources of South Korea shows that the auto output in November decreased by 6.6% year-on-year and increased by 14.9% month on month to 302983. Local sales decreased by 16% year-on-year to 14381500 vehicles. Exports decreased by 4.7% to 178994.
brokerage China: recently, the three departments of Singapore jointly announced a series of measures to cool its 11 month soaring real estate market. On December 15 local time, the Ministry of finance, the Ministry of national development and the monetary authority of Singapore jointly issued a number of measures to control the real estate industry, including raising stamp duty and tightening loan restrictions, Focus on cooling the heat of the private residential and hos resale market.
futures market
China Futures: China commodity futures closed, with most varieties rising, with Shanghai zinc and Zheng coal rising by more than 4%, Shanghai aluminum and Zheng alcohol rising by more than 3%, Zheng oil and cotton yarn rising by more than 2%, glass and soybean oil rising by more than 1%, and LPG and hot coil rising slightly; Apple fell more than 5%, pulp fell more than 4%, urea and EB fell more than 1%, eggs and SS fell slightly.
International Futures: on Friday, US Eastern time, international oil prices fell significantly. As of the close, January crude oil futures in New York closed down $1.52, or 2.10%, to $70.86/barrel; Brent February crude oil futures fell $1.50, or 2.00%, to $73.52 / barrel. The international gold price rose. As of the closing, the gold futures price of February 2022, the most active trading in the gold futures market of the New York Mercantile Exchange, rose by US $6.7 on the 17th compared with the previous trading day to close at US $1804.9 per ounce, an increase of 0.37%.
overseas index
U.S. stock market: on Friday, the three major U.S. stock indexes closed down. As of the close, the Dow fell 532.20 points, or 1.48%, to 35365.44; The NASDAQ fell 10.75 points, or 0.07%, to 15169.68; The S & P 500 index fell 48.03 points, or 1.03%, to 4620.64.
European stock market: on Friday, European time, the main indexes of European stocks rose or fell. As of the close, the 17 daily average price index of 100 stocks of the financial times in London stock market closed at 7269.92, up 9.31 points or 0.13% over the previous trading day; France Paris Stock Market CAC40 index closed at 6926.63, down 78.44 points or 1.12% from the previous trading day; Germany’s Frankfurt DAX index closed at 15531.69, down 104.71 points or 0.67% from the previous trading day.
Asia Pacific Stock Market: on December 17, the Nikkei 225 index closed down 1.79% to 28545.68 points. South Korea’s Kospi index closed up 9.57 points, or 0.32%, at 3015.98.
