daily collection
21 finance and Economics: recently, Alibaba cloud failed to report to the competent telecommunications department in time after discovering serious potential security vulnerabilities in Apache log4j2 components, and failed to effectively support the Ministry of industry and information technology in network security threats and vulnerability management. After research, Alibaba cloud is suspended as the above partner for 6 months. After the suspension expires, Alibaba cloud will study and resume the above-mentioned cooperative units according to the rectification of Alibaba cloud.
China Central Television: the State Administration of market supervision has received the anti-monopoly declaration of business concentration in the case of SK Hynix Co., Ltd. acquiring part of Intel’s business. After examination, the State Administration of market supervision decided to approve the concentration with restrictive conditions.
surging news: on the evening of December 21, Hubei pharmaceutical price and bidding procurement management service network publicized the proposed winning results of centralized volume procurement of inter provincial alliance of Chinese patent medicines. From the published list of proposed candidates, a total of 111 Chinese patent medicine products were selected this time. According to People.Cn Co.Ltd(603000) , a total of 157 enterprises and 182 products participated this time. Through on-site competition, 97 enterprises and 111 products were selected, with a selection rate of 62%. The dosage forms of the selected products were complete, with an average decrease of 42.27% and a maximum decrease of 82.63%.
Securities Times: China Minmetals Rare Earth Co.Ltd(000831) (000831) it was announced on the evening of December 22 that, after research by the SASAC of the State Council and reported to the State Council for approval, it was agreed that Aluminum Corporation Of China Limited(601600) Group Co., Ltd., China Minmetals and Ganzhou Municipal People’s Government would carry out strategic reorganization of relevant rare earth assets and establish a new company controlled by the SASAC of the State Council.
macroeconomic
Securities Times website: the Ministry of transport recently issued the “14th five year plan” for the development of digital transportation. The development plan points out that we should build application scenarios and industrial ecology based on Beidou and 5g, carry out innovative demonstration applications in the field of transportation, and help the application of a new generation of information technology industry. Further promote the application of Beidou industry. Beidou 3 terminal shall be popularized and applied in railway, highway, water transportation, civil aviation, postal and other fields. Jointly promote 5g and other technological innovation and application. According to the overall layout of national information infrastructure and application-oriented, steadily promote the integrated development of 5g and other communication facilities and transportation infrastructure.
interface news: the commissioning ceremony of the world’s first 35 kV km superconducting cable demonstration project was grandly held at the project construction site in Xuhui District, Shanghai on December 22. Next, Shanghai will make every effort to build a superconducting industry highland with global influence. First, continuously carry out the analysis and evaluation of superconducting cables, accumulate the operation and maintenance experience of superconducting cables, deeply study the reliability and economy of superconducting cables, and promote the transformation of superconducting cables from “samples” to “products”; Second, accelerate the construction of superconducting manufacturing innovation center, break through key core technologies such as low-cost preparation of high-temperature superconducting materials, superconducting magnet winding and efficient refrigeration system, and create a source of superconducting technology innovation; Third, continuously expand Superconducting Applications in magnetic levitation, controlled nuclear fusion, nuclear magnetic resonance and other fields, and create a new highland for the application of superconducting products; Fourth, accelerate the construction of Shanghai superconducting industry base, build an international exchange platform, attract advantageous resources of the industrial chain to gather in Shanghai, and create a gathering place for the development of superconducting industry.
Ministry of agriculture and rural areas: recently, the Ministry of agriculture and rural areas issued the notice on doing a good job in the construction of agricultural germplasm resources bank. The notice points out that recently, in the process of implementing the action to revitalize the seed industry, all localities have seriously planned to strengthen the construction of germplasm resource banks, but some localities have also shown the tendency of being divorced from reality, seeking perfection and repeated construction. It is necessary to make scientific planning and overall layout to further strengthen and standardize the construction of germplasm resource banks.
industry dynamics
interface news: according to the latest data of silicon branch of China Nonferrous Metals Industry Association, the price range of China’s single crystal re feeding this week was 233000-243000 yuan / ton, and the average transaction price fell to 238600 yuan / ton, with a decrease of 4.94% on a weekly basis; The price range of single crystal dense material was 231000-241000 yuan / ton, and the average transaction price fell to 236200 yuan / ton, with a decrease of 5.14% on a weekly basis.
Securities Times: according to the passenger Federation, the retail sales of the overall narrow passenger car market in the third week of December reached an average daily of 67000 vehicles, a year-on-year decrease of 8%, and the performance was relatively improved, an increase of 38% compared with the same period in November. The overall data for the first three weeks of December reached 1035000, with a daily average of 55000, a year-on-year decrease of 10% and a month on month increase of 23% over the same period in November. Due to the obvious improvement of production from October to November this year, the retail rebound in December should be obvious, but at present, the recovery speed is still not fast, but it is similar to that in 2019, which is also a good performance.
China Securities Journal: the fourth quarter of 2021 is coming to an end. The trend of pig market in this quarter is different from that in the conventional fourth quarter. October should have been in the transition period of light and peak season, but affected by factors such as consumers actively hoarding goods and filling sausages, market demand has increased rapidly, boosting the rise of pig price. After entering the traditional peak season in December, the market showed a downward trend. Wang Yanan, an analyst at Zhuo Chuang information, said on December 22 that the overall supply of the pig market will remain abundant in the future. It is expected that the pig market may continue to decline in the first quarter of 2022.
surging news: since this year, major tire brands including MAGGIS, Jiatong, Michelin and Goodyear have experienced many price increases. “The price adjustment letter is soft.” A tire dealer told reporters, “Chaoyang and Linglong have raised prices four times this year. The concentrated price rise tide in the Chinese market this year can be said to be the fourth or fifth wave. In terms of increase, it is about 10% higher than the average price in the first half of the year.”
stock market focus
China Securities Journal: on December 22, Hangzhou Lion Electronics Co.Ltd(605358) shares fell sharply in the late trading. As of the closing, the share price fell 7.03% to 120.96 yuan / share. In response to the reporter of China Securities Journal, the company said that after verification, the current production and operation are normal, there is no cancellation of orders by major customers, and there is no major change in the fundamentals of the company.
China Securities Journal: on December 22, it was reported that the leader of A-share “fruit chain” Luxshare Precision Industry Co.Ltd(002475) was preparing to build a large Apple iPhone assembly plant, which is expected to achieve the goal of assembling one million iPhones as soon as next year. In response, Luxshare Precision Industry Co.Ltd(002475) a person from the Securities Department responded to the reporter of China Securities Journal, saying: “we have signed a confidentiality agreement with our customers, and it is inconvenient to comment on the specific products of specific customers. I don’t know much about the news of the new park. The matter of plant construction is being verified with the leaders. If there is any information that needs to be disclosed, it will be disclosed in time, subject to the company’s announcement.”
Securities Times Network: Galaxy Securities pointed out that in 2022, the market value of large and medium sized companies would tend to be balanced. On the one hand, small and medium-sized stock market opportunities are still in existence. Special new small and medium-sized enterprises will get more policy support. On the other hand, the milky way stock market related stocks risk has been released in 2021, and the bubble has been squeezed, its valuation has declined, and there will be room for improvement next year. High quality stocks with performance certainty and good growth momentum are more likely to be favored by investors. Therefore, more attention is paid to certainty in 2022. There will be significantly more event driven opportunities in 2022 than in 2021.
first finance and Economics: Haitong Securities Company Limited(600837) pointed out that in terms of operation, the market continued at the end of the year and the beginning of the year. There are three reasons: first, the steady growth policy; With the gradual adjustment of monetary policy, it is expected to continue to drive the activity of the sector. Second, according to the historical law, the profit cycle depicted by roe of A-Shares is still in the recovery cycle, and the selection of industries and individual stocks is clear; Third, from the previous restless market review at the end of the year and the beginning of the year, the cross year market usually occurs every year.
financial Associated Press: on December 22, Shenwan Hongyuan Group Co.Ltd(000166) “a new era of common prosperity” – 2022 investment in China strategy annual meeting was held in Shenzhen, Shanghai, Beijing and offline at the same time to jointly discuss hot topics. In terms of A-share fundamentals, in the past year, the spread of A-share profit-making effect and the activity of small cap stocks mainly came from new energy. In 2022, “success is also Xiaohe, failure is also Xiaohe”. “Cheng” is speeding up its investment in new energy, and new energy is still a scarce high prosperity direction. The price performance ratio of the “loser” in the sector is low, and further rise needs to be continuously verified by the fundamental trend. Under the impact of denominator end, it is difficult for the new energy sector to stand alone. The market rhythm of the new energy sector in 2022 may also be “high at both ends and low in the middle”.
subscription of new shares: none
new debt subscription: none
IPO: Chaoda equipment, Kaiwang technology and Yong’an futures
new bond listing: none
company news
Guangzhou Haige Communications Group Incorporated Company(002465) : it is proposed to invest 50 million yuan to establish Beidou industry company
Shenzhen Kingsun Science & Technology Co.Ltd(300235) : the existing main business, main products are not directly related to the concept of metauniverse
Xinlun New Materials Co.Ltd(002341) : the controlling shareholder intends to transfer 2.39% of the shares to repay the financing loan of stock pledge repo business
Shandong Cynda Chemical Co.Ltd(603086) : trial production of 5000 tons of enoxate technical drug, 10000 tons of alkali sulfide and 9000 tons of molten salt
Sinoma Science & Technology Co.Ltd(002080) : it is proposed to invest 2.303 billion yuan in the construction of a special wet diaphragm production line for lithium batteries
Shandong Xinneng Taishan Power Generation Co.Ltd(000720) : has not received the remaining 70% transfer price and interest of yunchuang wisdom, totaling 1.3 billion yuan
Huadian Energy Company Limited(600726) : the wholly-owned power plant plans to acquire Jiacheng thermal heating assets and heating load
Hangzhou Silan Microelectronics Co.Ltd(600460) : it is proposed to use the raised fund of 531 million yuan to increase the capital of Shilan Jixin
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) : holding subsidiaries jointly won the bid for the project of RMB 6.874 billion
Shenzhen Colibri Technologies Co.Ltd(002957) : Shenzhen yingnuo plans to reduce its shares by no more than 2.43%
Kennede Electronics Mfg.Co.Ltd(002723) : subsidiary won the bid for the 260 million yuan HUANGSHENG Fengcheng commercial street and residential project
Zhejiang Huayou Cobalt Co.Ltd(603799) : plans to acquire 100% equity of prospect lithium mining company with us $422 million
Zhejiang Guangsha Co.Ltd(600052) : the overdue amount of debt corresponding to the company guarantee is about 507 million yuan
data list
Shanghai and Shenzhen Stock Markets: on December 22, the two markets showed a shock pattern, and the performance of Shenzhen stock market was relatively strong. Subject stocks are active, and the plate continues to rotate. As of the close, the Shanghai index fell 0.07%, the Shenzhen Composite Index rose 0.70% and the gem index rose 0.55%. In terms of sectors, pharmaceutical stocks rose sharply, and several stocks such as GEM stocks Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) Sanlian board, Guizhou Bailing Group Pharmaceutical Co.Ltd(002424) also rose by the limit; Yuan universe rose sharply, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) and other stocks rose by the limit; Media, oil, tobacco concepts and consumer electronics led the increase. Yesterday’s sharp rise in the real estate sector callback, power, securities companies, UHV and so on also led the decline. Nearly 100 stocks in the two cities rose by 10% or more.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 0.57% to recover 23000 points, and Hang Seng technology index rose 1.29%. Sporting goods stocks led gains, with Anta and Li Ning up more than 5%. Internet technology stocks strengthened, with BiliBili and Ctrip up more than 4%. Domestic housing stocks, shipping stocks and power stocks fell, and China Evergrande fell more than 3%.
Shanghai Shenzhen Hong Kong stock connect: on December 22, the north capital sold a net 1.745 billion yuan, including 1.706 billion yuan for Shanghai Stock connect and 39 million yuan for Shenzhen Stock connect. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy Technology Co.Ltd(601012) , Wuliangye Yibin Co.Ltd(000858) purchases ranked among the top three, with net purchases of 431 million yuan, 303 million yuan and 274 million yuan respectively. The net sales of Luxshare Precision Industry Co.Ltd(002475) , Muyuan Foods Co.Ltd(002714) , China Merchants Bank Co.Ltd(600036) ranked among the top three, with net sales of 646 million yuan, 343 million yuan and 215 million yuan respectively.
dragon tiger list: on December 22, among the stocks on the list, the largest net capital inflow was Aba Chemicals Corporation(300261) , with a net inflow of 163 million yuan in the three days. The data showed that the stock had a large daily limit of 20cm, up 45.39% in the past three days. The top net inflow of funds was China Securities Co.Ltd(601066) Beijing Nongda South Road, with a net inflow of 90.4082 million yuan on the third day. A total of 30 stocks were involved in the institutional participation list, of which 17 were net bought by the institution, Suzhou Sonavox Electronics Co.Ltd(688533) was the most bought, with a net inflow of 141 million yuan in the three days. In addition, 13 shares were sold by institutions, and Nyocor Co.Ltd(600821) was sold the most, with a net outflow of 289 million yuan in the three days.
margin trading : as of December 21, the balance of two financial transactions in Shanghai and Shenzhen was 1837.217 billion yuan, a decrease of 719 million yuan compared with the previous trading day. Among them, the financing balance was 1722.033 billion yuan, a decrease of 1.747 billion yuan compared with the previous trading day; The balance of securities lending was 115.184 billion yuan, an increase of 1.028 billion yuan over the previous trading day.
Shibor : Shibor reported 1.6870% overnight, down 17.1 basis points; Seven days Shibor reported 2.0120%, down 7.5 basis points; Three month Shibor reported 2.4940%, up 0.1 basis points.
foreign exchange
On December 22, the central parity of RMB was reported at 6.3703, up 26 points, and the central parity of the previous trading day was reported at 6.3729. The onshore RMB closed at 6.3721 against the US dollar, down 14 points from the previous trading day.
property market observation
China Central Television Finance: since this year, the real estate intermediary industry has accelerated the liquidation. According to relevant statistics, 642 intermediary stores in Shenzhen have been closed in the first nine months of this year. A number of data show that the real estate intermediary industry is experiencing a downturn. The third quarter results of many listed real estate intermediary companies such as shell, fangduoduo, 5I5J Holding Group Co.Ltd(000560) show that the scale of second-hand housing transactions is shrinking rapidly. Some people in the industry also believe that accelerating the liquidation of the real estate intermediary industry is not necessarily a bad thing. In the past few years, when the industry has a downward cycle, real estate intermediary companies have taken more measures to reduce costs, such as salary cuts, layoffs and store closures.
Zhongxin longitude and latitude: recently, the change of mortgage interest rate in many places has attracted attention. After verification by Zhongxin Jingwei, Zhengzhou, Henan Province, where the first house loan interest rate once exceeded 6%, the recent loan interest rate has been significantly reduced, and the first house loan interest rate of some banks has been reduced to 5.63%. At the same time, the mortgage interest rates in Guangzhou and Shenzhen are also loosening, with the largest decline of about 20 percentage points. A number of bank account managers said that the speed of mortgage lending has accelerated.
international information
Xinhuanetco.Ltd(603888) : according to China Railway Kunming Bureau Group Co., Ltd., as of December 21st, the railway line of China and old fellow has launched 203 trains of freight trains, sending over 50 thousand tons of freight, showing a steady growth trend. China and Laos and Thailand have more convenient transportation after the operation of the old fellow railway. As of 21 days, China’s old fellow railway has sent more than 2.8 tons of cargo to China. The total amount of goods sent by Laos section is more than 22000 tons.
interface news: the South Korean government said that it was discussing the issue of reducing the holding tax burden of one set of housing holders, but it clearly expressed its opposition to the political proposal of temporarily reserving more transfer taxes on multiple sets of housing holders, saying that it had no plan to change the current scheme. According to the report of global housing price index released by Knight Frank, a British real estate consulting company on December 19, from July to September, the residential real estate price in South Korea increased by 23.9% year-on-year, the largest increase among the 56 countries in the global housing price index.
futures market
China Futures: the closing trend of China commodity futures was divided. The main contracts of crude oil rose by more than 4%, PTA and low sulfur fuel oil rose by more than 3%, fuel oil, Shanghai aluminum, palm and bean rose by more than 2%, and Shanghai nickel, staple fiber, pulp, coke and international copper rose by more than 1%. Ferrosilicon fell more than 5%, jujube, manganese and silicon fell more than 3%.
International Futures: oil prices in New York rose on the 22nd. The price of New York light crude oil futures for delivery in February 2022 rose $1.64 to close at $72.76 a barrel. 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 $13.5 on February 22, closing at US $1802.2 per ounce, or 0.75%.
overseas index
U.S. stock market: the three major U.S. stock indexes closed higher, with the NASDAQ up 1.18%, the S & P 500 up 1.02% and the Dow up 0.74%. New energy vehicle stocks performed strongly, and sono group rose nearly 14%; Tesla closed up 7.5%, the largest one-day increase since November 1.
European stock market: London stock market, the financial times 100 stock average price index 22 closed at 7341.66, up 44.25 points or 0.61% from the previous trading day. France Paris Stock Market CAC40 index closed at 7051.67, up 86.68 points or 1.24% over the previous trading day; Germany’s Frankfurt DAX index closed at 15593.47, up 146.03 points or 0.95% from the previous trading day.
Asia Pacific Stock Market: on December 22, the Nikkei 225 index closed up 15.41 points, or 0.05%, at 28533.0. South Korea’s Kospi index closed up 9.45 points, or 0.32%, at 2984.48.
