daily collection
China Banking and Insurance Regulatory Commission: China Banking and Insurance Regulatory Commission issued the notice on further promoting the standardized and healthy development of credit card business (Exposure Draft). Banking financial institutions shall take effective measures to timely and accurately monitor and control the actual use of credit card funds. Credit card funds shall not be used to repay loans, investments and other fields, and shall not flow into policy restricted or prohibited fields. The proportion of the number of long-term sleep credit cards with no customer active transactions for more than 18 consecutive months and current overdraft balance and zero excess payment in the total number of cards issued by the institution shall not exceed 20% at any time point, except for the credit cards with additional policy functions issued by banking financial institutions required by policies and regulations. Banking financial institutions exceeding this proportion shall not add new card issuers.
Xinhua News Agency: Li Keqiang said that China is the largest developing country in the world and a developing market with great potential. Xi Jinping the chairman proposed to enhance the first driving force of innovation. We have thoroughly implemented the innovation driven development strategy to continuously stimulate innovative ideas and release innovative vitality. We will continue to implement institutional arrangements for tax reduction and fee reduction, including the addition and deduction of R & D expenses and the tax rebate of value-added tax, so as to increase the proportion of the whole society’s R & D investment in China’s GDP and support enterprise innovation and technological transformation through fair and inclusive market-oriented methods. Through technological innovation and cooperation, we will strengthen the development of new energy and the clean utilization of coal.
financial Associated Press: on the morning of 16, the reporter learned from Luzhou Laojiao Co.Ltd(000568) that the planned quota supply prices of 38 ° and 52 ° Guojiao 1573 classic packaging terminal channels in southwest and Central South regions of the company are proposed to be increased by 40 yuan / bottle and 70 yuan / bottle respectively, and the unplanned quota supply prices are adjusted to 750 yuan / bottle and 1080 yuan / bottle respectively.
interface news: according to the official website of the Ministry of Commerce, on December 16, the Ministry of Commerce held a regular press conference. At the meeting, Shu Jue Ting, spokesman of the Ministry of Commerce, said that since this year, in the face of the impact of covid-19 pneumonia epidemic, China’s foreign trade has still shown strong resilience, achieved rapid growth and made steady progress. At the same time, we are also soberly aware that the current development of foreign trade still faces many uncertain, unstable and unbalanced factors. The global epidemic fluctuates repeatedly, the international situation is complex, the shipping is not smooth, the chip supply shortage and other problems are difficult to be fundamentally alleviated in the short term, the comprehensive cost of enterprises remains high, and the operation of foreign trade is under great pressure.
macroeconomic
central bank: Yi Gang stressed in his summary that the financial sector should take Xi Jinping the thought of socialism with Chinese characteristics in the new era as the guidance, adhere to the principle of stability, seek progress while stability, and implement a sound monetary policy. We should strengthen cross cycle regulation, comprehensively consider the connection between this year and next, maintain reasonable and sufficient liquidity, maintain the basic matching between the growth of money supply and social financing scale and economic growth, follow the principles of marketization, legalization and internationalization, enhance the stability of total credit growth, steadily optimize the credit structure, and maintain a steady decline in the comprehensive financing cost of enterprises, Continuously enhance the ability to serve the real economy.
first finance and Economics: the special bonds in 2022 are mainly used in nine major directions: transportation infrastructure, energy, agriculture, forestry and water conservancy, ecological and environmental protection, social undertakings, logistics infrastructure such as urban and rural cold chain, infrastructure of municipal and industrial parks, major national strategic projects and affordable housing projects.
Securities Times: Meng Wei, spokesman of the national development and Reform Commission, said that in the next step, we will fully listen to the opinions and suggestions of all sectors of society, further conduct in-depth research and demonstration, timely issue targeted measures, guide the coal market price to operate within a reasonable range, promote the effective linkage of coal and electricity prices through market-oriented methods, and promote the coordinated and high-quality development of upstream and downstream.
interface news: it was reported on the website of Guangdong Provincial People’s Government on December 16 that recently, the Guangdong Provincial People’s government issued the action plan for the reform of market-oriented allocation of labor factors in Guangdong Province, which proposed to improve the settlement mechanism. We will implement the relevant policies to abolish the restrictions on the settlement of cities with a permanent resident population of less than 3 million in urban areas, and try out the household registration system based on habitual residence. Explore the mutual recognition system of residence permit, in the Pearl River Delta city outside Guangzhou and Shenzhen, the first exploration of registered residence access years with the city’s total mutual recognition.
industry dynamics
e company: the game Working Committee of China audio and digital Association released the report on China’s game industry in 2021. In 2021, the number of game users in China reached 666 million, a year-on-year increase of 0.22%. Compared with 2020, the growth rate of this year’s user scale has not changed much, and the dividend of the game population tends to be saturated. In addition, the user scale in the second half of the year shows a downward trend compared with the first half of the year, mainly due to the implementation of new anti addiction regulations, the effective protection of minors, and the healthy and reasonable user structure.
interface news: on December 16, the reporter learned from my steel network that the recent epidemic in China continued to ferment. Two cobalt salt plants in Zhejiang stopped production on December 10, which is expected to affect the output of about 1300 tons of metal, accounting for 32.5% of the total supply of the industry.
interface news: Liu Yafang, deputy director of the science and Technology Equipment Department of the national energy administration, said at the Sixth China energy storage western forum that China’s new energy storage installed capacity is expected to exceed 4 million kilowatts by the end of this year. The 14th five year plan is a strategic critical period for implementing the “double carbon” goal, an important window period for China’s clean, low-carbon transformation and high-quality development of energy, and a rare opportunity for the development of energy storage technology and industry. Next, we need to do a good job in four aspects: promoting the large-scale development of new energy storage, encouraging the market-oriented application of new energy storage, accelerating the improvement of new energy storage system and mechanism, and actively carrying out new energy storage technology innovation.
financial Associated Press: the reporter learned from the Beijing Business Management Department of the central bank that since this year, in accordance with the construction deployment of the Winter Olympic payment environment of the people’s Bank of China, the business management department of the people’s Bank of China has promoted the full realization of the acceptance of bank cards and digital RMB in key transportation fields such as public transportation and subway, and completed the transformation of the payment environment of 50 key business districts, More than 98% of ATMs in the city can accept cash withdrawal from foreign currency bank cards.
stock market focus
first finance : Haitong Securities Company Limited(600837) pointed out that in terms of operation strategy, the Federal Reserve accelerated the landing of debt reduction boots. The dot matrix in December is expected to increase interest rates in 2022, which is in line with the previous general expectations of the market and has limited impact on the market. In the recent period, when China’s liquidity margin is loose, it is expected that the market is expected to continue to maintain a volatile upward trend, and the market is slowly unfolding in spring. In the short term, it is recommended to avoid or be impacted by the negative impact of relevant U.S. policies. In the medium and long term, it is recommended to pay attention to the investment opportunities of carbon neutralization mainline sectors supported by relevant national policies, such as clean energy sectors represented by hydrogen energy, photovoltaic and wind power.
China Securities News: Chang Zhen, director of balanced style investment of Harvest Fund, said that next year’s investment opportunities are mainly in three aspects: first, high-quality companies that meet the “three good standards” of good business, good industry and good company have been adjusted and become more cost-effective, and many companies will have better income space. Second, opportunities for industries with good prosperity and rapid growth. Related companies grow very fast driven by demand. For example, at the end of last year, the penetration rate of medium Shanxi Guoxin Energy Corporation Limited(600617) vehicles was 5%, which has been increased to 20%, and there is still much room for development in the future. Third, reverse opportunities.
interface news: on December 16, Longi Green Energy Technology Co.Ltd(601012) published the latest quotation of monocrystalline silicon on its official website. The size of M10 is reduced from 6.20 yuan to 5.85 yuan, with a reduction range of 5.7%; The size of M6 is reduced from 5.32 yuan to 5.03 yuan, with a reduction range of 5.5%; The size of G1 is reduced from 5.12 yuan to 4.83 yuan, a decrease of 5.7%.
Shanghai Securities News: Guosen Securities Co.Ltd(002736) Yan Xiang, chief strategic analyst of the Institute of economic research, predicts that the A-share market is becoming mature and has the conditions for long bull and slow bull. From the perspective of industry allocation, it is suggested to pay attention to the consumption and pharmaceutical sectors with strong countercyclical attributes; From the perspective of market style, it is expected that the style of small and medium-sized stocks will continue next year. We should focus on the high-quality growth plate and specialized special new plate of small and medium-sized stocks; From the overall valuation of a shares, although the valuation of some varieties is high, the overall valuation of A-Shares is not high, and the market has upward valuation repair space.
Subscription of new shares: Nanmo biology, oneI electronics and youningwei
subscription of new bonds: Huisheng convertible bonds
IPO: Fengguang shares
listing of new bonds: Bojie convertible bonds
corporate news
Hubei Xingfa Chemicals Group Co.Ltd(600141) receiving inquiry letter: it is required to explain the necessity of Xingfu electronics financing through spin off and listing
Anyang Iron & Steel Inc(600569) : it is proposed to acquire 25% equity of Yuhe Yongtong pellet company with RMB 90 million
Shenzhen Desay Battery Technology Co.Ltd(000049) : it is proposed to establish a joint venture holding subsidiary to carry out energy storage cell business
Jiangsu Aidea Pharmaceutical Co.Ltd(688488) : enovirin tablets have been approved for drug supplement application
Qiaoyin City Management Co.Ltd(002973) : it is expected to win the bid for the environmental sanitation integration and marketization project in Enping central urban area and industrial park
Zhejiang Jinsheng New Materials Co.Ltd(300849) : shareholders intend to reduce their shares by no more than 11.88%
Shanghai Newtouch Software Co.Ltd(688590) : the total reduction of shareholders’ holdings of no more than 8.26% of the company’s shares
Shanghai Pudong Construction Co.Ltd(600284) : the subsidiary won the bid for a number of major engineering projects, with a total bid amount of 1.29 billion yuan
Zhejiang Weiming Environment Protection Co.Ltd(603568) : won the bid for the domestic waste incineration power generation project in Wudu District, Longnan City
Guangdong Senssun Weighing Apparatus Group Ltd(002870) : the total amount of fixed increase fund-raising is reduced to no more than 600 million yuan
State Grid Yingda Co.Ltd(600517) : Yingda securities increased 300 million yuan to Yingda futures with its own funds
Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) : the court will auction 25.78% of the shares of the controlling shareholder
Offcn Education Technology Co.Ltd(002607) : the company was filed by the CSRC
data list
Shanghai and Shenzhen Stock Markets: today, the three indexes opened higher, maintained a narrow range in the morning, and continued to rise in the afternoon. The concepts of hydrogen energy and meta universe raised the limit tide. As of the close, the Shanghai index rose 0.75%, the Shenzhen Composite Index rose 0.58% and the gem index rose 0.74%. On the disk, coal, steel, media and entertainment sectors led the gains, while wine making, tourism, mineral products and other sectors led the declines. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the 40th consecutive trading day.
Hong Kong stocks: Hang Seng index opened lower and closed higher, up 0.23%, after falling more than 1%; Hang Seng technology index closed up 0.46%. Coal stocks broke out, Yanzhou Coal Mining Company Limited(600188) rose 24% and China Coal Energy Company Limited(601898) rose 12%. CXO concept stocks rebounded, Yaoming biology rose more than 11% and Wuxi Apptec Co.Ltd(603259) rose more than 7%.
Shanghai Shenzhen Hong Kong stock connect: on December 16, northbound funds bought a total of 5.885 billion yuan, including 2.051 billion yuan for Shanghai Stock connect and 3.834 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, the top three in net purchases were Contemporary Amperex Technology Co.Limited(300750) , Baoshan Iron & Steel Co.Ltd(600019) , Ping An Insurance (Group) Company Of China Ltd(601318) , with net purchases of 868 million yuan, 630 million yuan and 381 million yuan respectively. The top three net sales are Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Wuxi Apptec Co.Ltd(603259) , Gigadevice Semiconductor (Beijing) Inc(603986) , with net sales of 795 million yuan, 449 million yuan and 264 million yuan respectively.
dragon tiger list: on December 16, among the stocks on the list, the largest net capital inflow was Shanxi Meijin Energy Co.Ltd(000723) , which was 291 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 9.9% and a turnover of 6.29 billion yuan. The net flow of funds into the top Shenzhen Stock connect seats, with a net purchase of 47.8215 million yuan. A total of 22 stocks were involved in the institutional participation in the dragon and tiger list, of which 9 were net bought by the institution, China Coal Energy Company Limited(601898) was the most bought, with a total of 45.4118 million yuan. In addition, 13 shares were sold by institutions, and Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) was sold the most, amounting to 505 million yuan.
margin trading : as of December 15, the balance of two financial transactions in Shanghai and Shenzhen was 1849.422 billion yuan, an increase of 1.027 billion yuan over the previous trading day. Among them, the financing balance was 1732.835 billion yuan, an increase of 1.871 billion yuan over the previous trading day; The balance of securities lending was 116.587 billion yuan, a decrease of 844 million yuan compared with the previous trading day.
Shibor : Shibor reported 2.1160% overnight, down 2.1 basis points; Shibor reported 2.2090% in 7 days, up 0.8 basis points; Three month Shibor reported 2.4910%, down 0.2 basis points.
foreign exchange
On December 16, the central parity rate of RMB was reported at 6.3637, up 79 points, and the central parity rate of the previous trading day was reported at 6.3716 On December 16, the onshore RMB closed at 6.3679 against the US dollar, down 27 basis points from the previous trading day.
property market observation
interface news: it was reported on the website of Beijing Municipal Bureau of statistics on December 16 that from January to November, the city’s fixed asset investment (excluding farmers) increased by 6.5% year-on-year, with an average growth rate of 4.3% in two years. Among them, investment in real estate development increased by 8.2%, with an average growth of 5.9% in the two years.
surging news: the Talent Development Bureau of the CPC Hainan Provincial Committee answers hot issues such as talent purchase and purchase subsidy policies in Hainan free trade port. It is mentioned that for all kinds of imported talents who have settled in Hainan, they can buy commercial houses from the date of settlement in Hainan, enjoy the same treatment as local residents, and can buy two sets of commercial houses. If the family has one house in Hainan, they must provide their social security or individual income tax payment records for 12 months or more in Hainan before they can buy another house; If there are 2 or more houses, you can no longer buy houses. Among them, Haikou policy stipulates that the first house can be purchased in Haikou only after the social security or individual income tax payment records for a total of 12 months are provided, and the second house can be purchased only 36 months after the first house is filed.
international information
interface news: the European Central Bank kept the main refinancing interest rate unchanged at 0%, the deposit mechanism interest rate unchanged at – 0.5%, and the marginal lending interest rate unchanged at 0.25%.
CCTV news client: on December 16, according to the Russian news agency, the data of the U.S. Treasury Department showed that Russia continued to reduce its investment in U.S. Treasury bonds in October 2021. Russia sold us $198 million worth of bonds, and its holdings of US bonds were reduced to US $3.72 billion, of which US $3.71 billion was short-term bonds. Russia has reduced its holdings of US Treasury bonds for several consecutive months. Its holdings of US Treasury bonds were US $4.004 billion in August and US $3.918 billion in September. Since the United States imposed sanctions on Russia, Russia has continued to reduce its holdings of U.S. debt, and its investment has shrunk rapidly from $96 billion in 2018 to now.
interface news: the Bank of England raised the benchmark interest rate by 15 basis points to 0.25%, keeping the total scale of asset purchases unchanged at £ 895 billion. The Bank of England said that UK inflation could peak at about 6% in April next year.
futures market
China Futures: China commodity futures closed. Most varieties rose, with asphalt and coking coal up more than 4%, fuel oil and urea up more than 3%, thread and soda ash up more than 2%, soybean meal and staple fiber up more than 1%, and Shanghai aluminum and Shanghai nickel rose slightly; Starch, manganese and silicon fell by more than 1%, while Apple and EB fell slightly.
International Futures: on Thursday, US Eastern time, international oil prices rose significantly. As of the close, January crude oil futures in New York closed up $1.51, or 2.13%, to $72.38/barrel; Brent February crude oil futures closed up $1.14, or 1.54%, at $75.02/barrel. The international gold price rose significantly. As of the closing, the February 2022 gold futures price, which was the most actively traded in the gold futures market of the New York Mercantile Exchange, rose by US $33.7 to close at US $1798.2 per ounce, or 1.91%, a new closing high in recent three weeks.
overseas index
U.S. stock market: on Thursday, Eastern time, the three major U.S. stock indexes fell across the board. As of the close, the Dow fell 29.79 points to 35897.64 points, or 0.08%; The NASDAQ fell 385.15 points, or 2.47%, to 15180.43; The S & P 500 index fell 41.18 points, or 0.87%, to 4668.67.
European stock market: on Thursday, European time, the main indexes of European stocks rose across the board. As of the close, the UK FTSE 100 index closed at 7260.61, up 89.86 points or 1.25% over the previous trading day; France CAC40 index closed at 7005.07, up 77.44 points or 1.12% over the previous trading day; Germany DAX30 index closed at 15636.40, up 160.05 points or 1.03% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed up 2.13% to 29066.32. South Korea’s Kospi index closed up 17.02 points, or 0.57%, at 3006.41.
