daily collection
Tariff Commission of the State Council: in order to fully, accurately and comprehensively implement the new development concept, support the construction of a new development pattern and continue to promote high-quality development, with the approval of the State Council, the Tariff Commission of the State Council issued a notice that the import and export tariffs of some commodities will be adjusted in 2022. In terms of MFN tax rate, the provisional import tax rate is implemented for 954 commodities (excluding tariff quota commodities); From July 1, 2022, the tentative import tax rate of products expanded by seven information technology agreements will be cancelled.
financial Associated Press: Li Keqiang chaired an executive meeting of the State Council to determine policies and measures to increase support for the manufacturing industry and promote the stable development of the real economy. The meeting pointed out that the implementation of the policy of tax reduction and fee reduction should be inclined to the manufacturing industry, strengthen policies such as the addition and deduction of R & D expenses and the retention and rebate of value-added tax, and support the scientific and technological innovation of enterprises and the transformation and upgrading of traditional industries. Expand the scale of medium and long-term loans and credit loans in the manufacturing industry.
financial Associated Press: at 3 a.m. Beijing time on Thursday, the Federal Reserve announced the decision of the monetary policy committee in December to double the speed of reducing the bond purchase plan as expected while maintaining the policy interest rate unchanged. In addition, in the quarterly economic expectations, the market’s “Eagle dot matrix” has also become a reality.
central bank: the review leading group meeting of 2020 financial technology development award was recently held in Beijing. Fang Xinghai said that the financial science and technology development award is of great significance to promote scientific and technological innovation in the financial industry, commend excellent scientific and technological achievements, create a good scientific and technological exchange atmosphere and stimulate the innovation power of scientific researchers. The CSRC will strengthen the scientific and Technological Development Organization Planning of the securities and futures industry, vigorously promote the promotion and application of innovative technologies such as big data and blockchain in the industry, continue to strengthen scientific and technological innovation, and effectively promote the sharing and transformation of financial scientific and technological achievements.
Shenzhen Stock Exchange: on December 15, Shenzhen stock exchange held a party committee (expanded) meeting to study and understand the spirit of the central economic work conference, study, deploy and implement the work. The meeting called for adhering to the reform of the registration system from a political perspective, thoroughly implementing the “three principles” of the registration system reform in accordance with the unified deployment of the Party committee of the CSRC, handling all aspects of relations, maintaining the high-quality operation of the gem registration system, and making preparations for the full implementation of the stock issuance registration system. Taking the reform of the registration system as an opportunity, we will continue to promote the improvement of the basic system, make overall planning and orderly promote the improvement of the quality of listed companies, help the reform of state-owned enterprises, improve the delisting mechanism, serve the construction of “two districts” and the pilot of comprehensive reform in Shenzhen.
macroeconomic
central bank website: on December 15, 2021, the people’s Bank of China lowered the deposit reserve ratio of financial institutions by 0.5 percentage points (excluding financial institutions that have implemented the 5% deposit reserve ratio), releasing about 1.2 trillion yuan of long-term funds. In order to maintain the reasonable and abundant liquidity of the banking system, the people’s Bank of China has carried out 500 billion yuan medium-term loan facility (MLF) operation and 10 billion yuan reverse repurchase operation.
National Bureau of Statistics: in November, the added value of industries above designated size increased by 3.8% year-on-year, 0.3 percentage points higher than that of the previous month; The average growth rate in the two years was 5.4%, 0.2 percentage points higher than that in the previous month; Growth of 0.37% month on month. The national economy continued to recover, industrial and agricultural production rose steadily, the employment situation was generally stable, consumer prices rose moderately, the balance of payments continued to improve, high-quality development progressed steadily, development resilience continued to increase, and the economic operation was generally stable.
21 finance and Economics: it is reported that under the guidance of relevant departments, the carbon neutralization pilot scenario of digital RMB has been expanded again. Recently, users in nine digital RMB pilot areas, such as Beijing, Shanghai, Hainan, Shenzhen, Suzhou, Xi’an, Changsha, Chengdu and xiong’an new area, will receive a certain digital RMB reward when they order takeout on the meituan platform, do not use disposable tableware, buy fresh self-contained environmental protection bags, and buy e-tickets and train tickets online. This is the first time that digital RMB has entered the all low-carbon scene of people’s daily life on a large scale.
financial Associated Press: Ren Yuzhi, deputy director of the new energy department of the national energy administration, said that during the 14th Five Year Plan period, the photovoltaic industry has ushered in great development opportunities, but since this year, the price fluctuation of the photovoltaic industry chain has been serious, affecting the stable development of the photovoltaic industry. In this regard, Ren Yuzhi put forward three suggestions. First, jointly maintain the stable development of the photovoltaic industry chain, stable supply of the industry chain and stable price. Second, adhere to scientific innovation, continue to promote technological progress in the photovoltaic industry and reduce costs. Third, adhere to model innovation and actively cultivate new models and new business formats. The application scenarios of photovoltaic power generation are more and more extensive, and the open mode is more and more abundant. Many places have carried out new modes of photovoltaic + agriculture, photovoltaic + charging pile and photovoltaic + ecology.
industry dynamics
Baijiu, Baijiu, , General Administration of market supervision: Standard Guides liquor production license work, strengthens liquor quality and safety supervision, and the market supervision administration has drafted the Baijiu production license examination rules (Draft), and now is seeking public opinions from the public. All relevant units and individuals are welcome to put forward modification opinions and feed back to the State Administration of market supervision before January 16, 2022. The detailed rules specify that enterprises producing vintage wine shall establish quality and safety standards for vintage wine, and the label of vintage wine shall truthfully indicate the real year and proportion of various base wines used. Baijiu labels should not be marked “special offer”, “exclusive”, “special”, “special”, “special needs” and so on.
interface news: on the morning of December 15, 2021, the trading volume of the national carbon emission trading market exceeded 100 million tons on the 102nd trading day. As of the end of the trading day, the cumulative trading volume was 107 million tons and the trading volume was 4.426 billion yuan. Since November, the national carbon market has become increasingly active, with an average daily trading volume of 2.644 million tons. On December 14, the daily trading volume of the market exceeded 10 million, reaching 14.8808 million tons, a new high since the opening of the market.
daily economic news: Chang Jiwen, deputy director of the Institute of resources and environmental policy of the development research center of the State Council, said in an exclusive interview with reporters that China’s traditional energy represented by coal will still dominate in the next 10-15 years. This explains why the central economic work conference mentioned to be based on the basic national conditions dominated by coal. However, taking traditional energy as the leading is not to ignore it, but to make clean and efficient use. Cleaning is to reduce pollutant emissions, and high efficiency is to improve utilization and reduce carbon emissions.
Securities Times: on December 14, Beijing Institute of electronic engineering released the military industry demand announcement of “Research on virtual twin meta universe collaborative modeling and simulation method”, and the procurement stage is pre research. According to the announcement, the research objectives of the above projects are: Aiming at the new ideas and new enlightenment brought by the new virtual environment interaction concepts such as meta universe and virtual twin to combat training, carry out technical research on meta universe system description methods and physical engines supporting the complexity / dynamics of virtual twin, and form a collaborative editing platform for virtual space of combat mission scenario, Explore the modeling and simulation method of digitally connecting equipment to meta universe scene, so as to provide technical basis for multi person collaborative scene editing in military training and other applications. Statistics show that Beijing Institute of electronic engineering is the earliest unit established in China to engage in cutting-edge scientific and technological research and product development.
stock market focus
financial Associated Press: according to the report on the initial public offering (IPO) market research in China and Hong Kong released by Ernst & Young on the 15th, a total of 492 companies are expected to be listed in the A-share market in 2021, raising 536.3 billion yuan. The number and amount of IPOs increased by 25% and 14% respectively year-on-year, a record high. Compared with the same period last year, the proportion of small and medium-sized IPOs further increased, and the number of IPOs below 1 billion accounted for 77%, 4 percentage points more than last year. By industry, A-share industry and technology, media and telecommunications industries ranked first in terms of number and financing, while biotechnology and health industries both entered the top five in terms of IPO number and financing.
first finance and Economics: “if 2021 is the year of intensive introduction of a series of industrial regulatory policies in China, 2022 will be the year of policy implementation. With the improvement of regulatory policies and credit growth, it will boost market confidence.” Recently, Liu Mingdi, chief strategist of China equities at JPMorgan Chase, told China business that he was optimistic about the performance of China’s stock market in 2022. The CSI 300 is expected to surpass the high at the beginning of the year and hit 5950 points.
brokerage China: recently, the importance and feasibility of the level adjustment of the new third board were discussed in the new third board circle. At present, one of the hard thresholds for landing on the Beijing stock exchange is that the issuer is an innovation level company. According to the existing rules, the innovation level is adjusted once a year. A number of industry insiders called for liberalizing the adjustment frequency from once a year to many times a year to improve the liquidity between levels, and high-quality enterprises can seize the opportunity to obtain a better financing environment.
daily economic news: Wang Aijun, chief financial officer of Baiji Shenzhou, told reporters that the stock price at one time point is affected by many factors. The company respects the operation law of the capital market and focuses on allocating resources in the future to match the existing strategic priorities.
financial Associated Press: CXO concept stocks suddenly dived in the afternoon. Wuxi Apptec Co.Ltd(603259) A-Shares closed down 10%, Hong Kong stocks fell more than 18% as of press time, and Hong Kong stocks of YaoMing biology fell more than 20%. In this regard, Wuxi Apptec Co.Ltd(603259) relevant people replied to the reporter of the science and Innovation Board daily that at present, the operation of the company is normal.
Subscription of new shares: Tonglian precision and Kelun Electronics
new debt subscription: none
IPO: bright moon lens, product environmental energy
new bond listing: none
company news
Hubei Xingfa Chemicals Group Co.Ltd(600141) : it is proposed to introduce 15 strategic investors with national large fund phase II as the lead investor
Gotion High-Tech Co.Ltd(002074) : Volkswagen China’s shareholding ratio increased to 26.47%, becoming the largest shareholder of the company
Navinfo Co.Ltd(002405) : subsidiary signed a high-precision map framework purchase agreement with Volvo cars
Shan Dong Lubei Chemcal Co.Ltd(600727) : commissioning of 60000t / a chlorinated titanium dioxide project
Infund Holding Co.Ltd(002141) : it is proposed to invest 1.5 billion yuan in the ternary precursor project of new materials
Shenzhen V&T Technologies Co.Ltd(300484) : controlling shareholders and others plan to reduce their shares by no more than 3.37% in total
Kingsemi Co.Ltd(688037) : Guoke Ruiqi plans to reduce its shares by no more than 2.67%
Guangzhou Zhiguang Electric Co.Ltd(002169) : Zhiguang energy storage won the bid for Guangdong power grid energy storage project
China State Construction Engineering Corporation Limited(601668) : jointly winning the expressway project
Jin Tong Ling Technology Group Co.Ltd(300091) : signed a hydrogen energy industry cooperation agreement with Beijing hanhydrogen
Traffic Control Technology Co.Ltd(688015) : signed a business contract of 186 million yuan
Haier Smart Home Co.Ltd(600690) : increased the capital of 3.5 billion yuan to the subsidiary and established the smart home appliance business department
* ST long action: continental entertainment will become the controlling shareholder of the company
data list
Shanghai and Shenzhen Stock Markets: today, the three major indexes collectively opened low. The Shanghai index maintained a narrow shock trend throughout the day, while the Shenzhen Component Index and gem index fluctuated downward and the trend was weak. UHV and power sectors strengthened. As of the close, the Shanghai index fell 0.38%, the Shenzhen composite index fell 0.73% and the gem index fell 0.87%. On the disk, power, water, construction, coal and other sectors led the increase, while medicine, food and beverage, nonferrous metals and other sectors led the decline. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the 39th consecutive trading day.
Hong Kong stocks: Hong Kong Hang Seng Index closed down 0.91%, and Hang Seng technology index fell 1.52%. CXO concept stocks dived in the afternoon, Yaoming biology fell more than 19%, Wuxi Apptec Co.Ltd(603259) fell 19%, Joinn Laboratories (China) Co.Ltd(603127) fell 16% and Kingsley fell 11%. Coal, power and photovoltaic sectors rose, Huadian Power International Corporation Limited(600027) up more than 8%.
Shanghai, Shenzhen and Hong Kong stock connect: on December 15, the total net purchase of northbound funds was 752 million yuan, including 559 million yuan for Shanghai Stock connect and 192 million yuan for Shenzhen Stock connect. Among the top ten traded stocks, the top three net purchases were East Money Information Co.Ltd(300059) , Sungrow Power Supply Co.Ltd(300274) , Wuliangye Yibin Co.Ltd(000858) , with net purchases of 719 million yuan, 496 million yuan and 414 million yuan respectively. The top three net sales are Wuxi Apptec Co.Ltd(603259) , Ping An Bank Co.Ltd(000001) , Longi Green Energy Technology Co.Ltd(601012) , with net sales of 697 million yuan, 512 million yuan and 314 million yuan respectively.
dragon and tiger list: on December 15, DEA shares had the largest net capital inflow, amounting to 426 million yuan. Data show that the stock rose 41.18% on the first day of listing, with a turnover rate of 66.95% and a turnover of 3.803 billion yuan. The Shenzhen Branch of Shengang securities, the top net inflow of funds, bought 119 million yuan. A total of 33 stocks were involved in the institutional participation list, of which 16 were net bought by the institution, Shanghai Electric Power Co.Ltd(600021) was the most bought by the institution, with a net purchase of 378 million yuan in three days. In addition, 17 shares were sold by institutions, and Wuxi Apptec Co.Ltd(603259) was sold the most, amounting to 187 million yuan.
margin trading : as of December 13, the balance of two financial transactions in Shanghai and Shenzhen was 1848.395 billion yuan, an increase of 931 million yuan over the previous trading day. Among them, the financing balance was 1730.964 billion yuan, an increase of 1.987 billion yuan over the previous trading day; The balance of securities lending was 117.431 billion yuan, a decrease of 1.056 billion yuan compared with the previous trading day.
Shibor : Shibor reported 2.1370% overnight, down 3.1 basis points; Shibor reported 2.2010% in 7 days, down 0.9 basis points; Three month Shibor reported 2.4930%, unchanged from the previous day.
foreign exchange
On December 15, the central parity of RMB was reported at 6.3716, down 41 points, and the central parity of the previous trading day was reported at 6.3675. The onshore RMB closed at 6.3652 against the US dollar, down 18 basis points from the previous trading day.
property market observation
financial Associated Press: Beijing housing and Urban Rural Development Commission and other four departments issued a notice on further standardizing the construction of public rental housing and indemnificatory rental housing for new residential projects in Beijing. According to the notice, new resettlement housing projects in central urban areas, urban sub centers and multi-point areas shall be constructed in principle according to the proportion of about 20% of the total residential construction area of the project. The proportion of ecological conservation area can be determined in combination with the actual situation of the region.
surging news: on December 15, the National Bureau of statistics released the changes in the sales prices of commercial houses in 70 large and medium-sized cities in November 2021. According to the house price data of 70 large and medium-sized cities in China, the number of cities where the price of new commercial housing increased in November was 9, down 4 from the previous month; Two cities were flat, down 3 from the previous month; 59 cities fell, an increase of 7 cities over the previous month. From the second-hand housing price index in November, the number of rising cities was 3, down 1 from the previous month; There were 4 flat cities, an increase of 2 over the previous month; 63 cities fell, down 1 from the previous month.
international information
CCTV news client: on December 15 local time, the New Zealand government announced the relevant statement of the budget for fiscal year 2022 and proposed to establish a new climate emergency fund to provide financial support for the government’s initiatives to achieve the climate change goal. The New Zealand government said it would inject NZ $4.5 billion (about 19.3 billion yuan) into the fund over the next four years.
Tariff Commission of the State Council: on November 29, Xi Jinping in his keynote speech at the opening ceremony of the eighth Ministerial Conference of the Forum on China Africa cooperation, the chairman announced to further expand the scope of products with zero tariff treatment exported to China by the least developed countries that have established diplomatic relations with China. The Tariff Commission of the State Council issued an announcement that the preferential tax rate of zero shall apply to 98% of the tax items originating in the least developed countries.
Xinhuanetco.Ltd(603888) : the Central Bank of Myanmar announced on the 14th that from now on, RMB and kyat will be allowed to be used for direct border trade settlement in China Myanmar border areas. The Central Bank of Myanmar announced on the same day that in order to promote border trade between China and Myanmar and promote the facilitation of bilateral currency transactions and settlement, eligible banks in Myanmar are allowed to open RMB accounts for importers and exporters engaged in border trade.
futures market
China Futures: China commodity futures closed mixed, with rapeseed meal up more than 4%, urea up more than 2%, hot coil and SS up more than 1%, coke and eg up slightly; Soda ash fell by more than 3%, glass, manganese and silicon fell by more than 2%, soybean oil and Shanghai nickel fell by more than 1%, and white sugar and rubber fell slightly.
International Futures: oil prices in New York rose on the 15th. The price of New York light crude oil futures for delivery in January 2022 Rose 14 cents to close at US $70.87 a barrel. The gold futures price of February 2022, the most active trading in the gold futures market of the New York Mercantile Exchange, fell by US $7.8 on the 15th compared with the previous trading day to close at US $1764.5 per ounce, down 0.44%.
overseas index
U.S. stock market: U.S. stocks closed higher, with the Dow index up 1.08%, the NASDAQ index up 2.15% and the S & P 500 index up 1.63%.
European stock market: London stock market, the financial times 100 stock average price index 15 closed at 7170.75, down 47.89 points or 0.66% from the previous trading day. France Paris Stock Market CAC40 index closed at 6927.63, up 32.32 points or 0.47% over the previous trading day; Germany’s Frankfurt DAX index closed at 15476.35, up 22.79 points or 0.15% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed up 0.1% to 28459.72. South Korea’s Kospi index closed up 1.44 points, or 0.05%, at 2989.39.
