daily collection
Beijing News: recently, it was reported that Maotai launched a shareholder purchase policy, and shareholders holding 100 shares or more of Maotai shares can buy two bottles of Feitian Maotai. The reporter learned from the Kweichow Moutai Co.Ltd(600519) board of directors office that recently, some shareholders called or sent e-mail to the board of directors office to put forward the demand for wine. The board of directors office pushed the information of shareholders with demand for wine to the self operated stores in their city, and some shareholders successfully purchased wine in the self operated stores. The company has not issued the above policies for shareholders to buy wine.
issued by Shanghai: the economic work conference of Shanghai municipal Party committee was held on December 21. Li Qiang pointed out that enterprises should be guided to step up research on the important platform for the interaction between the virtual world and the real society in the future, and make timely layout and cut in. Attach great importance to the leading power of technology iteration, industry standard definition and value pattern distribution of terminal products, accelerate the development of new terminal products directly for individual consumers and household names, strengthen the research and development of new energy intelligent networked vehicles, and strengthen the cultivation and layout of intelligent services Siasun Robot&Automation Co.Ltd(300024) , intelligent Wearable devices, smart homes and other fields.
financial Associated Press: Ning Jizhe, deputy director of the national development and Reform Commission, said on the economic work in 2022 that he actively introduced policies conducive to economic stability. In terms of macro policies, we will continue to implement an active fiscal policy and a prudent monetary policy, make good use of investment and consumption policy tools, and implement the upcoming strategic outline for expanding domestic demand.
Securities Times: San Yang Ma (Chongqing) Logistics Co.Ltd(001317) announced that the company’s shares have been trading for several consecutive days since they were listed on November 30, during which they have touched abnormal fluctuations in stock trading for many times. Upon the application of the company, the trading of the company’s shares has been suspended since the opening of the market on December 22 and resumed after the disclosure of the verification announcement. The company reminds investors to pay attention to the transaction risks in the secondary market.
macroeconomic
financial Associated Press: the general office of Hainan Provincial People’s government issued a notice on accelerating the high-quality development of PPP mode. It is mentioned that all cities, counties and departments should focus on promoting the implementation of projects in the fields of park development, tourism, transportation, ecological environmental protection, health, elderly care, culture, sports, agriculture and comprehensive urban development, and give priority to public welfare projects with certain benefits and reasonable return mechanism on the premise of reasonable planning and scientific overall planning of financial affordability space. Increase effective investment in key areas and weak links, promote the transformation of qualified stock projects into PPP mode, improve quality and efficiency through projects, and revitalize stock assets.
China Central Television news client: the Ministry of agriculture and rural areas recently issued the “14th five year plan” for the development of the national animal husbandry and veterinary industry, which makes it clear that by 2025, significant progress will be made in the modernization of the national animal husbandry, and the dairy, pig and poultry breeding will take the lead in basically realizing modernization. By 2025, the industrial structure and regional layout will be further optimized, the comprehensive production capacity and supply guarantee capacity of animal husbandry will be greatly improved, the self-sufficiency rate of pork will be maintained at about 95%, the self-sufficiency rate of beef and mutton will be maintained at about 85%, the self-sufficiency rate of milk source will reach more than 70%, and the basic self-sufficiency of poultry meat and eggs will be maintained. The product structure has been continuously optimized, and the supply of high-quality, characteristic and differentiated products has continued to increase.
Xinhuanetco.Ltd(603888) : the first China chs-drg / Dip payment reform conference was held in Beijing recently. The national medical insurance bureau announced the official launch of the three-year action plan for the reform of payment method according to disease diagnosis related grouping (DRG) / disease score (DIP). According to the three-year action plan for DRG / Dip payment reform issued, by the end of 2024, all overall planning areas in China will carry out DRG / Dip payment reform. By the end of 2025, DRG / Dip payment will cover all qualified medical institutions carrying out inpatient services.
China Central Television: learned from the 32nd meeting of the Standing Committee of the National People’s Congress that the law of the people’s Republic of China on scientific and technological progress (Revised Draft) has been submitted for deliberation. The revised draft of the science and technology progress law adds a series of provisions in basic research, applied research and achievement transformation, regional scientific and technological innovation, international science and technology cooperation, etc. Among them, in order to strengthen the reform of the ownership of job-related scientific and technological achievements, it is stipulated that “the State implements the distribution policy guided by increasing the value of knowledge, promotes the reform of intellectual property ownership and rights and interests distribution mechanism in accordance with relevant national regulations, and explores the system of giving scientific and technological personnel the ownership or long-term use right of job-related scientific and technological achievements”.
industry dynamics
Shanghai Securities News: the statistical analysis of China Automobile Industry Association shows that in November 2021, due to the switching of national six emission regulations, the expected consumption wait-and-see caused by the adjustment of “blue light truck” policy and the continuous reduction of industry dividends, the production and sales of commercial vehicles still showed a significant decline year-on-year, and the operation trend was weaker than that in October.
China News Network: Haikou municipal government and Haikou Central Branch of the people’s Bank of China jointly launched the red envelope consumption activity of “digital RMB Coconut City hi Shopping Festival” on the 21st, and distributed 50000 digital RMB consumption red envelopes totaling 10 million yuan to Haikou citizens. Ju Lei, executive vice mayor of Haikou, said that the city is actively promoting the use of digital RMB and constantly improving residents’ awareness, acceptance and frequency of use.
CCTV news client: on the morning of the 21st, the “smart port 2.0” upgrade scheme jointly developed by COSCO, Dongfeng and China Mobile was officially released in the form of video. “Smart port 2.0” is a continuous innovative development based on the previous “5g full scene application”, promoting the systematic improvement of key technologies, including 5g high, medium and low frequency three-dimensional networking, unmanned truck open scene hybrid operation, Beidou high-precision positioning and multi-sensor integration, 5g based remote control transformation of port machinery, and realizing the commercial operation of smart port.
surging news: on December 21, baidu announced that the first domestic meta universe product “xirang” was officially opened for directional internal testing. Users can enter xirang space for advanced experience with the invitation code. The functions of the first launch include virtual space customization, full human-computer interaction and business development platform. Majie said that although “xirang” has introduced the underlying technology similar to blockchain, there will be no virtual currency or transaction of virtual assets in “xirang” world.
stock market focus
Securities Times: the central bank released the operation of the financial market in November 2021: in November, the average daily trading volume of Shanghai stock market was 470.34 billion yuan, an increase of 2.9% month on month; The average daily trading volume in Shenzhen was 666.16 billion yuan, an increase of 19.3% month on month.
Shanghai Securities News: near the end of the year, various institutions have increased their research efforts and began to prepare for the investment layout next year. According to statistics, since December, a total of 25 listed companies have received group research from more than 30 public funds, most of which are small and medium-sized targets with a circulating market value of less than 30 billion yuan. In the view of many fund managers, the era of overestimating the “lying win” of leading stocks has ended. In some subdivided industries with rapid renewal, small market value companies are expected to rely on mastering advanced technology to “counter attack”, so as to quickly grow into industry leaders, which will be their key investment opportunities in the future.
brokerage China: at the end of 2021, top flow fund leaders such as Liu Gesong, Liu Yanchun, Fu Youxing and Yu Guang rarely spoke out and looked forward to the A-share investment layout in 2022. From the perspective of public statements, Liu Gesong believes that betting on the track may not be effective next year. The differentiation of the same industry in the A-share market may be more intense in 2022, which will greatly test the investment vision of fund managers. The fund managed by Liu Gesong will focus on the manufacturing sector with global comparative advantages.
China News Network: ant fund and 43 fund companies released the 2021 fund manager’s thousand times Research Report on the 21st. The report points out that although the scale of China’s public funds has exceeded 24 trillion yuan as of early December, the proportion of public funds allocated in residents’ wealth is very low. 81% of the fund managers interviewed believe that China’s public fund market is still in a “high-speed growth period”. During the survey, fund managers shared their views on China’s macroeconomic and market conditions in 2022. Looking forward to the first half of next year, 75% of equity fund managers believe that the A-share market will achieve positive returns, and 60% of fund managers expect the return range to be 0% to 10%. Among them, the performance of technology and manufacturing industries is the most expected.
Subscription of new shares: Huitong group, China Mobile and Weibo hydraulic
subscription of new bonds: Patty convertible bonds and Huaxiang convertible bonds
IPO: Yayi technology, Hendi pharmaceutical, Nanwang technology and Guangting information
listing of new bonds: aofei convertible bonds
company news
China Fortune Land Development Co.Ltd(600340) : the accumulated failure to repay the debt principal and interest on schedule totaled 107.805 billion yuan
Wenfeng Great World Chain Development Corporation(601010) : intends to choose an opportunity to reduce Tianfeng Securities Co.Ltd(601162) shares
China National Software And Service Company Limited(600536) : plans to purchase 800 Great Wall 2500 chip servers from related parties for cloud platform construction
Industrial Bank Co.Ltd(601166) : private banking department is approved to open
Hanwei Electronics Group Corporation(300007) : subsidiary has passed iatf16949 automobile industry quality management system certification
Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) : trigger the starting conditions of stock price stabilization measures
Tibet Urban Development And Investment Co.Ltd(600773) : two pilot projects of the joint-stock company passed the scientific and technological achievement evaluation meeting
Guomai Culture & Media Co.Ltd(301052) : has invested 13 million yuan to buy 5% of the investment share of the film “Four Seas”
Perfect World Co.Ltd(002624) : plans to sell overseas subsidiaries for us $125 million
Beijing Airport High-Tech Park Co.Ltd(600463) : terminate the planning of major asset restructuring and resume trading on the 22nd
Sinostone(Guangdong) Co.Ltd(001212) : it is proposed to invest in the integrated project of R & D, development and manufacturing of silicon crystal new materials
Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) : the controlling shareholder intends to transfer 2.35% of the shares to repay the pledged financing
Tbea Co.Ltd(600089) : holding subsidiary plans to invest 820 million yuan in technological transformation project
Lingyuan Iron & Steel Co.Ltd(600231) : terminate the public issuance of corporate bonds not exceeding RMB 1 billion to professional investors
data list
Shanghai and Shenzhen Stock Markets: on December 21, the stock indexes of the two markets rebounded, and most individual stocks rose. As of the close, the Shanghai index rose 0.88%, the Shenzhen Composite Index rose 0.82% and the gem index rose 0.53%. In terms of sectors, the real estate sector rose sharply, and individual stocks are now trading at the limit, with about 40 stocks trading at the limit. Tourism, building materials, automobiles, yuancosmos and polysilicon all rose sharply. Salt lake lithium and a few other plates fell against the market. In terms of individual stocks, more than 3600 stocks in the two cities rose; More than 100 stocks rose by the daily limit. Previously, there was differentiation in stocks with continuous trading limit, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) and other limits.
Hong Kong stocks: Hang Seng Index closed up 1%, approaching 23000 points; The Hang Seng technology index rose 2.08%. Technology, medicine, real estate and photovoltaic stocks led the gains, while Xinyi Glass led the gains in blue chips; Meituan and Xiaomi group rose more than 4%. In the early stage, most of the oversold real estate stocks rebounded, and new town development and rongchuang China rose by more than 9%.
Shanghai Shenzhen Gangtong: on December 21, northbound funds sold a net of 997 million yuan, the third consecutive day. Among them. Shanghai Stock connect net bought 1.223 billion yuan and Shenzhen Stock connect net sold 2.22 billion yuan. Among the top ten traded stocks, China Energy Engineering Corporation Limited(601868) , Kweichow Moutai Co.Ltd(600519) , Ping An Insurance (Group) Company Of China Ltd(601318) purchases ranked among the top three, with net purchases of RMB 313 million, RMB 210 million and RMB 162 million respectively. The net sales of Wuliangye Yibin Co.Ltd(000858) , Goertek Inc(002241) , Contemporary Amperex Technology Co.Limited(300750) ranked among the top three, with net sales of 666 million yuan, 524 million yuan and 483 million yuan respectively.
dragon tiger list: on December 21, among the stocks on the list, the largest net capital inflow was Hengxin Shambala Culture Co.Ltd(300081) , which was 184 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 35.34% throughout the day. The net capital flow into the top CITIC Beijing Financial Street, with a net purchase of 48.4603 million yuan. A total of 28 stocks were involved in the institutional participation in the dragon and tiger list, of which 11 were net bought by the institution, Shandong Chiway Industry Development Co.Ltd(002374) was the most bought, amounting to 70.9078 million yuan. In addition, 17 shares were sold by institutions, and Hylink Digital Solution Co.Ltd(603825) was sold the most, amounting to 54.2424 million yuan.
margin trading : as of December 20, the balance of two financial transactions in Shanghai and Shenzhen was 1837.936 billion yuan, a decrease of 4.023 billion yuan compared with the previous trading day. Among them, the financing balance was 1723.78 billion yuan, a decrease of 2.307 billion yuan compared with the previous trading day; The balance of securities lending was 114.156 billion yuan, a decrease of 1.716 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.8580% overnight, down 13.6 basis points; Seven days Shibor reported 2.0870%, down 3.4 basis points; Three month Shibor reported 2.4930%, up 0.1 basis points.
foreign exchange
On December 21, the central parity rate of RMB against the US dollar rose 204 basis points to 6.3729, compared with 6.3933 on the previous trading day. The onshore RMB closed at 6.3707 against the US dollar, up 74 points from the previous trading day.
property market observation
Financial Associated Press: {23456} on the evening of 20, the official website of Heilongjiang provincial government published the article “the Provincial Department of housing and urban rural development held a scheduling meeting to deploy all efforts to sprint the growth of the real estate industry”. On the afternoon of 21, the article has been removed from the official website of Heilongjiang provincial government. In this regard, the relevant personnel of Heilongjiang Provincial Department of housing and urban rural development told reporters, “this news online should be applied by the real estate department, and the withdrawal is also applied for by the real estate department.”
surging news: on December 21, the shooting of the third batch of centralized land supply in Wuhan, Hubei Province began. All 33 plots launched on the first day were sold, with a total land area of about 2297600 square meters, a total planned construction area of about 5798500 square meters and a total transaction amount of about 40.865 billion yuan. Among the 20 plots listed on the Internet, 19 were closed at the base price. Among them, the bidding for a parking lot plot located at Jianshe fifth road, Qingshan District was fierce. After 60 rounds of online bidding, four enterprises finally closed at the unit price of 5.52 million yuan / mu, with a project premium rate of 117%.
international information
interface news: in order to make up for the single source of urea supply in Korea and China, Korean and Chinese urea related enterprises have formed a urea diversified negotiation mechanism and sought to import urea from Indonesia and other countries. This time, an alliance has been officially established. On the same day, Korea urea alliance also signed business agreements focusing on group procurement, demand expansion and information sharing with Samsung products, LX international and other enterprises, as well as enterprises and urea groups with urea demand.
financial Associated Press: Pilbara mining company, one of Australia’s largest lithium miners, sharply lowered its lithium production and shipment forecast on Tuesday, which will further exacerbate the supply tension of key raw materials for electric vehicle batteries. Lithium miners are currently stepping up efforts to increase their production capacity, but they seem unable to keep up with market demand, and the market supply may continue to be tight in the short term.
futures market
China Futures: the closing trend of China commodity futures was divided. The main contracts of red jujube fell by more than 6%, methanol and thermal coal fell by more than 3%, hot coil and ethylene glycol fell by more than 2%, and urea, starch, thread, crude oil and Shanghai zinc fell by more than 1%. Iron ore rose by more than 2%, LPG, manganese silicon and cotton yarn rose by more than 1%.
International Futures: oil prices in New York rose significantly on the 21st. The price of New York light crude oil futures for delivery in February 2022 rose $2.51 to close at $71.12 a barrel. The February 2022 gold futures price, the most active trading in the gold futures market of the New York Mercantile Exchange, fell by US $5.9 on the 21st compared with the previous trading day to close at US $1788.7 per ounce, a decrease of 0.33%.
overseas index
U.S. stock market: the three major U.S. stock indexes closed higher, with the NASDAQ up 2.4%, the S & P 500 up 1.78% and the Dow up 1.6%.
European stock market: the financial times 100 stock average price index 21 of London stock market closed at 7297.41, up 99.38 points or 1.38% from the previous trading day. France Paris Stock Market CAC40 index closed at 6964.99, up 94.89 points or 1.38% over the previous trading day; Germany’s Frankfurt DAX index closed at 15447.44, up 207.77 points or 1.36% from the previous trading day.
Asia Pacific stocks: the Nikkei 225 index closed up 2.08% to 28517.59. South Korea’s Kospi index closed up 11.96 points, or 0.40%, at 2974.96.
