On Wednesday, December 22nd, the main contents of today’s headlines are:
China Securities Journal
Foreign capital overweight layout shows the strong “attraction” of the Chinese market
In the face of external changes, in the first 11 months of this year, the actual amount of foreign investment in China exceeded trillion yuan, more than that of last year. The bright achievements confirm that the continuous improvement of China’s economy, the continuous opening of China’s market and the increasingly perfect business environment are not only the reasons for China’s increasing attraction to foreign investment, but also the foundation for us to face the future risks and challenges.
The registration system stimulated vitality, and the number of A-share IPOs and fund-raising reached a new high
2021 is coming to an end, and the number of IPO companies and total fund-raising in the whole year have set a new historical record. According to the data, as of December 21, 508 IPO companies had raised a total of 527.3 billion yuan, more than the whole year of 2020, and the number of IPOs and fund-raising reached a record high. Among them, more than 70% of IPOs are issued in the form of registration system.
Desalination of market fluctuations and compact position building of new funds
Since this year, in the context of intensive fund issuance, the every move of fund institutions has attracted the attention of investors. In the past week, there has been a certain range of adjustment in the A-share market. How do fund institutions operate in the face of such a market? China Securities Journal reporter learned that some new fund products are in the position building period. In the face of market fluctuations, most fund institutions believe that the current layout time window is better, and even some fund managers say they will speed up the position building speed.
Financial management companies continue to expand capacity and gradually enrich their product system
On the evening of December 20, Bank Of Guiyang Co.Ltd(601997) announced that it planned to invest 1 billion yuan to set up a wholly-owned subsidiary, your bank financial management. Since this year, Bank Of Xi’An Co.Ltd(600928) , Bank Of Beijing Co.Ltd(601169) and others have announced that they plan to establish a financial management company. At present, the team of financial management companies is growing rapidly, has become the main force of the bank financial management market, and the product system is further enriched.
Shanghai Securities News
“Have confidence, conditions and ability to keep the economy running within a reasonable range” — an interview with Ning Jizhe, deputy director of the national development and Reform Commission and director of the National Bureau of Statistics
The central economic work conference requires that next year’s economic work should be stable and seek progress while maintaining stability. How to stabilize expectations? What policies will be introduced conducive to economic stability? How to organically combine cross cycle and counter cycle macro-control policies? How to promote the work next year around the five major theoretical and practical issues?
Shenzhen Stock Exchange: strive to build a high-quality innovative capital center and a world-class exchange
As the vanguard of reform and opening up, Shenzhen has attracted all kinds of production factors to gather and flow here through the market-oriented reform of factor allocation, creating the miracle of world industrialization and urbanization.
The cbcirc requires optimizing bank account opening services to solve the difficulties of people handling cards and small and micro enterprises opening accounts
The reporter of Shanghai Securities News learned that the China Banking and Insurance Regulatory Commission issued a notice yesterday, requiring banking institutions to further optimize bank account opening services and effectively solve the “difficulty in handling cards” of the masses and the “difficulty in opening accounts” of small and micro enterprises. The circular subdivides the rights and interests of consumers into the right to be respected, the right to fair trade, the right to independent choice, the right to know and the right to information security, and explains them in detail, so as to further promote the protection of the legitimate rights and interests of financial consumers.
Kangmei pharmaceutical’s 2.459 billion compensation will be paid to more than 50000 investors
On December 21, the reporter of Shanghai Securities News learned from the investment service center that the first special representative lawsuit of the investment service center began to be executed, and 52037 investors will be compensated about 2.459 billion yuan in cash, debt to equity swap, trust usufruct, etc. According to the list and amount of investors decided by Guangzhou intermediate people’s Court of Guangdong Province (hereinafter referred to as “Guangzhou intermediate people’s court”), Kangmei pharmaceutical transferred the cash to China Securities Depository and Clearing Co., Ltd. (hereinafter referred to as “China Clearing”), and then China Clearing transferred it to the securities companies where each investor opened an account, and finally distributed it to the investor’s capital account.
securities times
The reform plan for statistical modernization during the 14th Five Year Plan period was issued, the industrial classification of the national economy was revised, and the GDP accounting method was improved
On December 21, the National Bureau of statistics issued the reform plan for statistical modernization during the 14th Five Year Plan period. The plan proposes that during the 14th Five Year Plan period, we should improve the statistical system and mechanism, reform the statistical system and methods, change the statistical production mode, give play to the statistical supervision function, improve the statistical service level and enhance the statistical guarantee ability. Focusing on the major national development strategy, the plan puts forward a number of new ideas to improve the statistical monitoring system, including focusing on building a statistical monitoring system with a new development pattern, establishing and improving the statistical monitoring system of digital economy, exploring the development statistics of the deep integration of advanced manufacturing industry and modern service industry, and exploring the establishment of a statistical monitoring system for common prosperity.
Two way correction of valuation differentiation promotes the rotation of market style
Near the end of the year, some new phenomena appeared in the A-share market, and the performance of overvalued and undervalued sectors was very different. For a long time, the trend of financial stocks with dull performance has become increasingly active, bank stocks have risen, securities companies and insurance stocks have risen, real estate stocks have also ushered in a long-term rise, while some growth leaders of key positions of foreign capital and public funds have retreated, Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy Technology Co.Ltd(601012) have retreated from the high point.
The price of traditional energy will rise and fall abnormally in 2021, and it is difficult to see a sharp drop in the price center next year
Referring to the coming year, analysts who have studied the bulk market for a long time said that the huge fluctuations experienced by China’s bulk commodity market in 2021 were unprecedented in more than a decade and had a wide impact on the economy and society. In the post epidemic era, the first year of carbon neutralization and global energy shortage, the prices of coal, crude oil and natural gas once soared to an all-time high in 2021. Although China’s coal and natural gas prices have fallen rapidly under a series of supply guarantee policies in China, industry enterprises and analysts still believe that it is difficult for the price center of kerosene and gas to drop sharply in 2022 when the substitution capacity of new energy has not been formed.
The ancient city of Suzhou is rich in specialized products, and the newly listed “little giant” ranks first in the city
Suzhou, one of the first batch of national famous historical and cultural cities, has a history of nearly 2500 years and is an important birthplace of Wu culture. This ancient cultural city known as “paradise on earth” is also a science and technology city rich in specialized new “little giant” enterprises.
Securities Daily
China Mobile issued red chips today to accelerate the “return to a” and write a new chapter
Today, China Mobile has attracted much attention from all parties for online and offline subscription in the A-share market, with an issue price of 57.58 yuan / share, or becoming the largest A-share IPO project in recent 10 years. This also means that the three operators will gather in “big a”. In addition, Chunli medical “Huia” applied for purchase yesterday, after it was listed on the Hong Kong Stock Exchange in 2015.
Top level design is required for the retrograde “stable share price scheme” of net breaking and performance recovery of Listed Banks
Mingming’s performance increased steadily, but the stock price was depressed and even “broke the net”. This scene is being staged in the A-share banking sector in 2021. Since the second quarter of this year, bank shares have been in a volatile downward trend, and the share price has fallen to the “cabbage price”, which directly touched the red line of stabilizing the share price of many banks. In this case, the main shareholders and directors and supervisors of the bank frequently increased their holdings of their own shares.
The pilot of public offering REITs has been running smoothly for half a year, which is expected to promote the improvement of local state-owned assets investment and financing system
On December 21, as an important “Puzzle” for the capital market to help build a new development pattern, the first batch of 9 infrastructure public offering REITs pilot products have been listed for half a year. In addition, two second batch of public offering REITs were listed on December 14 and December 17, respectively. Experts interviewed by the Securities Daily said that since the first batch of public offering REITs products were listed, the overall operation has been stable and the market tends to be rational; The second batch of public offering REITs products continue the bright trend of the first batch and have high long-term investment value.
During the month, more than 80% of new shares were over raised. Experts suggested optimizing rules to guide the use of funds
According to the data of Securities Daily, since December, as of December 21, 25 new shares of A-Shares have been listed, of which 21 have been over raised, accounting for more than 80%, all from the science and innovation board or the gem. In terms of over raising, 9 new shares were over raised by more than 2 times, up to 9 times. This also makes investors pay attention to the use of over raised funds – where is the over raised money used?
21st Century Business Herald
Here comes the “double reduction” report card: after school training institutions have reduced more than 80% of their after-school services and basically achieved full coverage
On December 21, the Ministry of Education held a press conference to introduce the progress in the supervision of after-school training institutions, Homework Reform and after-school services since the “double reduction”. According to the relevant person in charge of the supervision department of after-school education and training of the Ministry of education, significant progress has been made in the governance of after-school training, and discipline training has been greatly reduced. At present, offline after-school training institutions have been reduced by 83.8% and online after-school training institutions have been reduced by 84.1%.
Five ministries and commissions jointly issued a document to further reduce the tax reduction scope of imported medical devices and usher in development opportunities for domestic medical devices
Recently, the Ministry of industry and information technology, the Ministry of finance, the General Administration of customs, the State Administration of Taxation and the State Energy Administration jointly issued the notice on adjusting the relevant catalogue of import tax policies for major technical equipment (hereinafter referred to as the notice), further narrowing the scope of medical equipment enjoying the tax exemption policy.
people’s daily
In the first 11 months, the production and sales increased by 1.7 times year-on-year, and new energy vehicles drove into the fast lane (moving forward steadily and opening a new chapter)
According to the requirements of the 14th five year plan and the outline of long-term objectives for 2035, focus on strategic emerging industries such as new energy vehicles, “accelerate the innovation and application of key core technologies, enhance factor support capacity, and cultivate and expand new drivers of industrial development”. In the first year of the 14th five year plan, new energy vehicles are driving into the fast lane around the core technology breakthrough of power battery, the integration of intelligent Internet connection and electrification, and tapping the potential of China’s market. According to the statistics of China Automobile Industry Association, in the first 11 months of this year, the cumulative production and sales of Shanxi Guoxin Energy Corporation Limited(600617) automobiles reached 3.023 million and 2.99 million respectively, with a year-on-year increase of 1.7 times.
China business daily
Does the epidemic disrupt the cross-year market of “Christmas rebound” A-Shares in Europe and America
Santa rally is a phenomenon in European and American stock markets. Driven by the festive atmosphere and the rebalancing of the fund’s portfolio at the end of the year, the stock market usually continues to rise in the last week of December and the first two trading days of January (usually six days). However, disturbed by the Omicron mutant, the “Christmas rebound” may turn yellow. Superimposed on the “Hawk turn” of the world’s major central banks, European and American stock markets have continued to decline recently.
During the month, 5 banks dumped 15 asset packages and more than 500 Institutional Accounts: what was “wrapped” in the non-performing asset package of personal loans?
Near the end of the year, the market for batch transfer of personal loan non-performing assets is heating up again. According to the information statistics disclosed by the banking credit asset registration and circulation center (hereinafter referred to as “yindeng center”), as of December 21, a total of 5 banks issued 15 announcements on the transfer of personal non-performing loans this month, which was significantly faster than before.
economic reference daily
Standing at a new level of trillion, the road map of stabilizing foreign investment in 2022 emerges
Further reduce the negative list of foreign investment access, relax the access threshold in key areas, improve the catalogue of industries that encourage foreign investment, implement the national treatment of foreign-funded enterprises, attract more multinational companies to invest, and accelerate the implementation of major foreign-funded projects… The reporter of the economic information daily noted that the benefits of expanding opening up have been continuously released recently, A series of measures and arrangements have defined the road map for stabilizing foreign investment in 2022. Analysts pointed out that on the basis of China’s absorption of foreign capital exceeding the trillion yuan mark, the intensive release of higher-level opening signals and the accelerated implementation of relevant measures will further increase the attractiveness of the Chinese market, promote China’s stable foreign investment to take advantage of the momentum and realize the double improvement of quantity and quality.
It is emphasized that the supply and price of primary products should be guaranteed and the initiative of economic development should be grasped
The central economic work conference stressed the need to correctly understand and grasp the supply guarantee of primary products. The meeting called for adhering to the priority of saving and implementing the comprehensive saving strategy. We will strengthen China’s ability to guarantee resource production and give more prominence to improving the comprehensive agricultural production capacity. These requirements further deepen the strategic thinking on primary products, provide ideas and methods to ensure the supply of primary products, and help to firmly grasp the initiative of economic development in their own hands.