daily collection
China News Network: for “the first phase of China US economic and trade agreement will enter into force for two years at the beginning of next year, will the implementation of the agreement be evaluated at that time? Will there be the second phase of negotiation in the next step?” Since the entry into force of the agreement, China has made efforts to overcome the multiple adverse effects caused by the impact of the epidemic, the global economic recession and the obstruction of the supply chain, so as to promote the joint implementation of the agreement. It is hoped that the US side can create a good atmosphere and conditions for expanding trade cooperation between the two sides. At present, the Sino US economic and trade team maintains normal communication. If there is any further information, we will release it in time.
financial Associated Press: Xiao Yaqing, Minister of industry and information technology, said to tap the potential of domestic demand. We will launch a pilot city for the comprehensive electrification of vehicles in the public sector, and carry out rural activities for new energy vehicles, green smart appliances and green building materials. We will strengthen the cultivation of industries that are conducive to improving people’s production and life and represent the direction of scientific and technological development, such as intelligent Internet connected vehicles and ice and snow equipment, and support large-scale development.
Economic Daily: the pie is delicious, but if the materials and practices are wrong, it is easy to become a “trap”. As early as in the upsurge of roof photovoltaic construction a few years ago, with the widely popular “photovoltaic loan”, a large number of financial institutions and miscellaneous photovoltaic enterprises poured into the market, giving birth to chaos such as running away with money, wrong goods and unmanned operation and maintenance, making some users unable to repay high loans, and bank loans have become non-performing assets.
first finance and Economics: on December 23, Huawei’s winter flagship new product launch was held. Yu Chengdong, executive director of Huawei, CEO of consumer BG and CEO of intelligent vehicle solutions Bu, officially released Huawei P50 pocket, which is equipped with a 6.9-inch, 21:9 ratio foldable flexible inner screen. This is Huawei’s first vertical folding screen mobile phone.
macroeconomic
financial Associated Press: the business management department of the people’s Bank of China held a credit working meeting of major banks under its jurisdiction to redeploy the implementation of carbon emission reduction support tools and special refinancing policies for clean and efficient utilization of coal. The meeting required that all banks should fully understand the importance and urgency of green finance, take financial support for green and low-carbon transformation as an important political task, take the implementation of two policy tools of carbon emission reduction support and clean and efficient utilization of coal as an important starting point, accelerate project reserve and docking, and make every effort to promote it.
first finance and Economics: the Party group of the Ministry of agriculture and rural areas held a (expanded) learning exchange meeting of the theoretical learning center group of the Party group of the Ministry of agriculture and rural areas. The meeting stressed the need to vigorously develop soybean oil, select excellent varieties, tap the area potential, promote new models such as corn and soybean strip compound planting, explore the compatible development path of corn and soybean, and continue to develop the winter fallow field in South China to expand the planting of rape. Focus on improving the comprehensive agricultural production capacity, complete the task of building 100 million mu of high-standard farmland next year with quality and quantity, strengthen the quality improvement and use control of cultivated land, deeply implement the action to revitalize the seed industry, speed up the replenishment of the shortcomings of agricultural machinery and equipment, and explore the establishment of a reasonable income guarantee mechanism for grain farmers.
financial Associated Press: the SASAC of the State Council held a media briefing on deepening the reform of medical institutions run by central enterprises today. Tang zujun, deputy director of the Enterprise Reform Bureau of the state owned assets supervision and Administration Commission of the State Council, said that in the next step, the state owned assets supervision and Administration Commission of the State Council will coordinate the existing resources, pay close attention to the “three accelerations” and continuously improve its professional strength and core competitiveness. First, accelerate the completion of the final tasks of hospital reform; Second, accelerate the integration of resources; Third, accelerate the introduction of a work plan to support the high-quality development of medical institutions run by state-owned enterprises.
Railway Administration: the State Railway Administration recently issued the “14th five year plan” for railway scientific and technological innovation. By 2025, the railway’s innovation ability and scientific and technological strength will be further improved, the technical equipment will be more advanced and applicable, the engineering construction technology will continue to be in the lead, the transportation service technology level will be significantly enhanced, the intelligent railway technology will make a comprehensive breakthrough, and the safety guarantee technology will be significantly improved, Green and low-carbon technologies are widely used, the innovation system is more perfect, and the overall technical level is leading in the world. Promote the mature application of 30000 ton heavy haul trains and express freight equipment with a speed of 160 km / h and above, and promote the research, application and industrialization of 25 ~ 40 ton axle load freight equipment, 120 km / h multimodal transport and high-speed freight equipment technology. Carry out research and development of technical reserves such as 600 km / h high-speed maglev system and low vacuum tube (tunnel) high-speed train.
industry dynamics
passenger Federation: it is preliminarily estimated that the retail market of narrow passenger vehicles in December was about 2.05 million, a year-on-year decrease of about 10.4%.
financial Associated Press: “the launch of the country’s first digital cultural property rights trading platform and the signing ceremony of digital economic strategic cooperation of Chengdu cultural property rights exchange” was held on December 23. Chengdu cultural exchange is the only cultural property exchange with license qualification in Sichuan Province approved by the inter ministerial joint meeting of the State Council; On the basis of traditional cultural property rights trading, it is the first to access blockchain technology and cultural and creative e-commerce platform, deeply integrating culture, technology and finance, which is leading; It is rich to build China’s first-class cultural and creative financial services and cultural and creative resources gathering platform with international influence.
China Central Television news client: at the press conference on the 23rd, a spokesman of the Ministry of ecological environment announced that the first performance cycle of the national carbon market operated smoothly, and the role of the national carbon market as an important policy tool to control and reduce greenhouse gas emissions and promote carbon peaking and carbon neutralization was initially revealed. As of December 22, 2162 key emission units in the power generation industry have been included, covering an annual carbon dioxide emission of about 4.5 billion tons. The cumulative trading volume of carbon emission quota is 140 million tons and the cumulative trading volume is 5.802 billion yuan.
first finance and Economics: Lishui City, Zhejiang Province, which has the advantage of rich forest carbon sequestration resources, announced the establishment of forest carbon sequestration administration on December 22 to explore a successful path to realize the value of forest ecological products. This is the first municipal administrative organization responsible for forest carbon sequestration management in China. The reporter learned from Lishui forestry bureau that the city has planned to create China’s “carbon neutralization demonstration zone” and will start the establishment of zero carbon demonstration counties in Longquan, Qingyuan and Jingning counties.
stock market focus
Securities Times: Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) announced that in view of the sharp rise in raw material prices and labor costs and the continuous rise in enterprise production and operation costs, the company decided to adjust the prices of some products in order to improve Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) brand strength and competitiveness.
China Securities Association: China Securities Association held the regular meeting of chief economists of securities fund industry in the fourth quarter of 2021. Participating experts believe that to promote China’s economic transformation and increase the proportion of direct financing, it is necessary to fully implement the stock issuance registration system.
first finance and Economics: Haitong Securities Company Limited(600837) said that in the short term, the recent low-cost stock speculation began to adjust or will come to an end with the leader Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) , and the risk of low-cost demon stocks will increase. It is suggested to be vigilant against the withdrawal risk of strong stocks and avoid emotional speculation. Green power, UHV, smart grid, consumer electronics and other prosperous tracks are once again favored by market funds. It is recommended to focus on bargain hunting configuration in operation.
Securities Times Network: Everbright Securities Company Limited(601788) pointed out that the hydrogen energy policy has entered a period of intensive introduction, and the policy has promoted capital investment and pushed the industry into the fast lane. Hydrogen energy is clean and efficient, widely used, and its ultimate energy position is unshakable. Major countries and regions in the world started hydrogen energy strategy early, took the lead in technology, made foreign countries serve China, and accelerated China’s hydrogen energy industrialization. Companies in all links of China’s hydrogen energy industry chain are accelerating their layout, especially in hydrogen production and hydrogenation stations, which are ready to go. It is recommended to pay attention to the main equipment targets in all links under the long-term high prospect.
subscription of new shares: Guoxin Technology
subscription of new bonds: Hangguo convertible bonds
IPO: Juguang technology, Shanshui technology, Inner Mongolia Xinhua, Changjiang materials
new bond listing: none
company news
Chengdu Xinzhu Road&Bridge Machinery Co.Ltd(002480) : intends to acquire 51.6% equity of Shengtian new energy to enter the photovoltaic power generation industry
Sdic Power Holdings Co.Ltd(600886) : unit 2 of Lianghekou Hydropower Station on Yalong River was officially put into operation
Shanghai Baolong Automotive Corporation(603197) : ADAS and air spring damping account for a small proportion of the company’s total revenue
Miracle Automation Engineering Co.Ltd(002009) : subsidiaries are listed in the list of enterprises that meet the industrial specifications for comprehensive utilization of waste power batteries of new energy vehicles
City Development Environment Co.Ltd(000885) : Yiyang domestic waste incineration power generation project has been completed and put into operation
Berry Genomics Co.Ltd(000710) : the controlling shareholder and its unanimous person intend to transfer 2.62% of the shares to repay the stock pledge financing loan
Anhui Yuanchen Environmental Protection Science & Technology Co.Ltd(688659) : intends to transfer 1.62% equity of Sinosteel Tiancheng
Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) : the company’s products were selected as the single champion products of the manufacturing industry of the Ministry of industry and information technology
Shandong Longda Meat Foodstuff Co.Ltd(002726) : it is proposed to invest 1.1 billion yuan in high-end meat products deep-processing projects and pig slaughtering projects
Zhejiang Xinzhonggang Thermal Power Co.Ltd(605162) : after the implementation of the carbon emission quota plan, 500000 tons have been sold
Guangdong Haomei New Materials Co.Ltd(002988) : the net profit in 2021 is expected to increase by 14.73% – 29.39% year-on-year
Freewon China Co.Ltd(688678) : shareholders’ zero denominator plan to reduce their holdings of no more than 3% shares
Shanghai General Healthy Information And Technology Co.Ltd(605186) : shareholders Hybio Pharmaceutical Co.Ltd(300199) plan to reduce their shares by no more than 2%
Guangdong Tonze Electric Co.Ltd(002759) : proposed to raise no more than 2.11 billion yuan
data list
Shanghai and Shenzhen Stock Markets: on December 23, the two markets fluctuated and rose slightly in the afternoon, but individual stocks still fell more and rose less. As of the close, the Shanghai index rose 0.57%, the Shenzhen Composite Index rose 0.49% and the gem index rose 0.15%. In terms of sectors, power stocks rose sharply throughout the day, with an increase of more than 4%, and about 10 stocks such as Datang International Power Generation Co.Ltd(601991) rose by the limit; Coal, Baijiu, automobiles, agriculture, pork, wind energy and hydrogen energy were among the top gainers. Real estate, media and Yuan universe led the decline. About 3000 stocks in the two cities fell, and nearly 80 stocks rose by 10% or more.
Hong Kong stocks: Hang Seng Index closed up 0.4%, and Hang Seng technology index fell 0.83%. Nonferrous metals, wind power and power sectors rose, while Internet technology stocks fell. Jingdong fell more than 7%. Tencent distributed Jingdong Hong Kong shares to shareholders, and the shareholding ratio will be reduced from 17% to 2.3%. Datang new energy rose more than 18% and gained 51.419 million shares from BlackRock.
Shanghai, Shenzhen and Hong Kong stock connect: on December 23, northbound funds bought a net 2.492 billion yuan, of which Shanghai Stock connect bought a net 3.045 billion yuan and Shenzhen Stock connect sold a net 553 million yuan. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , East Money Information Co.Ltd(300059) , China Three Gorges Renewables (Group) Co.Ltd(600905) purchases ranked among the top three, with net purchases of RMB 474 million, RMB 282 million and RMB 176 million respectively. The net sales of Wuliangye Yibin Co.Ltd(000858) , Kweichow Moutai Co.Ltd(600519) , Luxshare Precision Industry Co.Ltd(002475) ranked among the top three, with net sales of 993 million yuan, 397 million yuan and 300 million yuan respectively.
dragon tiger list: on December 23, among the stocks on the list, the largest net capital inflow was Cecep Solar Energy Co.Ltd(000591) , which was 303 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 16.22% throughout the day. The top Guotai Junan Securities Co.Ltd(601211) Shanghai Branch net purchased 118 million yuan and Guotai Junan Securities Co.Ltd(601211) Shanghai Jiangsu road net purchased 88.1419 million yuan. A total of 25 stocks were involved in the institutional participation list, of which 11 were net bought by the institution, Shanghai Baolong Automotive Corporation(603197) was the most bought, with a net purchase of RMB 229 million in three days. In addition, 14 shares were sold by institutions, and Jilin Electric Power Co.Ltd(000875) was sold the most, amounting to 27.2143 million yuan.
margin trading : as of December 22, the balance of two financial transactions in Shanghai and Shenzhen was 1839.621 billion yuan, an increase of 2.404 billion yuan over the previous trading day. Among them, the financing balance was 1723.268 billion yuan, an increase of 1.236 billion yuan over the previous trading day; The balance of securities lending was 116.353 billion yuan, an increase of 1.168 billion yuan over the previous trading day.
Shibor : Shibor reported 1.6310% overnight, down 5.6 basis points; Shibor reported 2.0230% in 7 days, up 1.1 basis points; Three month Shibor reported 2.4960%, up 0.2 basis points.
foreign exchange
On December 23, the central parity of RMB was reported at 6.3651, up 52 points, and the central parity of the previous trading day was reported at 6.3703. The onshore RMB closed at 6.3702 against the US dollar, up 19 basis points from the previous trading day.
property market observation
Issued by Sanya: on December 1, 2021, the 31st meeting of the Standing Committee of the Sixth People’s Congress of Hainan province adopted several provisions on the construction and management of secure housing in Hainan free trade port. The provisions shall enter into force as of January 1, 2022. The existing house sales system shall be implemented for the secure housing. The average sales price per square meter shall be determined according to the ratio of house price to income of urban households in the city, county and autonomous county where the project is located in the previous year, or shall not be higher than 60% of the average sales price of market-oriented commercial housing in the city, county and autonomous county where the project is located in the previous year. The specific price shall be determined by the city, county It is determined by the people’s Government of the Autonomous County in combination with the average price of local market-oriented commercial housing, household income and other factors. The property right share of the buyer of an apartment shall be determined according to 70% and agreed in the house purchase contract.
daily economic news: since October this year, an important key word in Suzhou property market has been “price reduction”, and various discounts, low prices and work arrival houses have emerged one after another… But overnight, developers all over Suzhou seem to have made an appointment, all discounts and concessions have been cancelled, the price has been corrected, and the reporter’s circle of friends has been swiped by various announcements and posters. Since December 16, several real estate enterprises, including China Resources and Greenland Hong Kong, have announced that all items on sale will be fully recovered and sold at a discount from January 1, 2022; On December 18, Suzhou New District Hi-Tech Industrial Co.Ltd(600736) district I project issued a price adjustment notice, starting on December 26, 2021; More real estate prices, up 10%.
international information
CCTV news client: on December 23, the Japanese government announced at the interim cabinet meeting that it would raise the country’s economic growth forecast for 2022 to about 3.2% from about 2.2% in July this year. In addition, the Japanese cabinet predicts that China’s GDP will reach 556 trillion yen in 2022, a record high.
CCTV news client: at 12:12 local time on December 23, Russian President Vladimir Putin held a 2021 press conference in Manish Exhibition Center. At the press conference, Putin said that China’s gross domestic product (GDP) in Russia is expected to grow by 4.5% this year, and the unemployment rate has dropped to 4.3% to 4.4%, lower than the level before the covid-19 epidemic.
futures market
China Futures: most of China’s commodity futures closed up, with the main pulp contracts up more than 5%, fuel oil and low sulfur fuel oil up more than 3%, soybean II, Shanghai nickel, asphalt, Shanghai aluminum, pigs, stainless steel, soybean meal, LPG and crude oil up more than 2%, and PTA, apple, PVC, PP, palm, coking coal and cotton up more than 1%. Manganese and silicon fell by more than 2%, and jujube, ferrosilicon and cotton yarn fell by more than 1%.
International Futures: on Thursday, US Eastern time, international oil prices rose significantly. As of the close, February crude oil futures in New York closed up US $1.03, or 1.41%, to US $73.79/barrel; Brent February crude oil futures closed up $1.56, or 2.07%, at $76.85/barrel. The international gold price rose. As of the closing, the February 2022 gold futures price, the most active trading in the gold futures market of the New York Mercantile Exchange, rose by US $9.5 to close at US $1811.7 per ounce, or 0.53%, the highest closing high since November 19, and rose by 0.37% this week.
overseas index
U.S. stock market: on Thursday, Eastern time, the three major U.S. stock indexes rose collectively, and the S & P 500 index reached a closing high. As of the close, the Dow rose 196.67 points, or 0.55%, to 35950.56; The NASDAQ rose 131.48 points, or 0.85%, to 15653.37; The S & P 500 index rose 29.23 points, or 0.62%, to 4725.79.
European stock market: major European stock indexes rose collectively on Thursday European time. As of the close, the UK FTSE 100 index closed at 7373.34, up 31.68 points or 0.43% over the previous trading day; France CAC40 index closed at 7106.15, up 54.48 points or 0.77% over the previous trading day; Germany DAX30 index closed at 15756.31, up 162.84 points or 1.04% from the previous trading day.
Asia Pacific Stock Market: the Nikkei 225 index closed up 214.79 points, or 0.75%, at 28777.00 on December 23. South Korea’s Kospi index closed up 13.06 points, or 0.44%, at 2997.54.
