[blockbuster news]
manufacturing PMI data in December will be released
On December 31, the National Bureau of statistics will release the PMI data of manufacturing industry in December. In November, the manufacturing PMI data recorded 50.1%, an increase of 0.9 percentage points over the previous month, above the critical point, and the manufacturing industry returned to the expansion range.
Zhang Liqun, special analyst of China Federation of logistics and procurement, said that the PMI index rebounded significantly in November and returned above the boom and bust line, indicating that China's economy began to return to a comprehensive recovery.
Everbright Securities Company Limited(601788) according to the analysis of the reasons for the rebound, first, under the force of the measures to ensure supply and stabilize prices, the supply constraints have been significantly alleviated, the manufacturing capacity has been released faster, and the foreign trade boom has also led to a significant rebound in the export index; Second, the price index peaked and fell, the differentiation of enterprise structure narrowed, and the prosperity of downstream small and medium-sized enterprises improved significantly; Third, in November, special bonds were issued intensively, and the progress of infrastructure construction continued to accelerate.
Everbright Securities Company Limited(601788) it is expected that, on the one hand, maintaining supply and price stability is still the main theme of the policy. With the implementation of a series of policy adjustment measures, it is expected that the upward space of the subsequent bulk commodity price index is limited and the operating pressure of downstream enterprises will continue to improve; On the other hand, the "surplus" of fiscal cross cycle regulation is sufficient. The issuance quota of special bonds in 2022 may be issued in advance in December, which is expected to hedge the downward pressure on China's economy at the end of this year and the beginning of next year.
the central bank's open market reverse repo fund of 50 billion yuan will expire next week
Next week (December 27-31) is the last week of 2021. A total of 50 billion yuan of reverse repurchase funds will expire in the open market. The maturity scale from Monday to Friday is 10 billion yuan, and another 70 billion yuan of treasury cash will be withdrawn due on Wednesday. On the whole, the pressure of liquidity withdrawal is not great. This week (December 20-24), the central bank carried out a total of RMB 50 billion 7-day reverse repurchase and RMB 50 billion 14 day reverse repurchase; In view of the maturity of RMB 50 billion reverse repurchase this week, the total net investment in the open market was RMB 50 billion.
import and export tariff adjustment of some commodities from next year
From January 1, 2022, China will adjust the import and export tariffs of some commodities, implement a provisional import tax rate lower than the MFN tax rate for 954 commodities, including some new anti-cancer drugs, and increase the import and export tariffs of some commodities. From July 1 next year, China will also implement the seventh step of reducing the MFN tax rate of 62 information technology products. After adjustment, China's overall tariff level will continue to maintain 7.4%. In addition, China will also grant zero tariff treatment to 98% of the tariff products of the least developed countries.
In addition, the Shanghai Gold Exchange has decided to maintain the preferential trading handling rate of 3 / 10000 of the gold spot firm contract from January 1, 2022 to December 31, 2022, and continue to exempt silver ag99 99 contract transaction fee. On December 24, China Financial Futures Exchange issued the notice on halving the delivery fees of stock index futures and treasury bond futures in 2022, which said that after research and decision, the delivery fees of stock index futures and treasury bond futures will be halved from January 1, 2022 to December 31, 2022.
87 companies' restricted shares have been lifted
Statistics show that next week (December 27-31), a total of 87 companies have lifted the ban on restricted shares, and the scale of lifting the ban on restricted shares has increased.
Among them, Sinomach Heavy Equipment Group Co.Ltd(601399) , Yangmei Chemical Co.Ltd(600691) , Inmyshow Digital Technology (Group) Co.Ltd(600556) , Wasu Media Holding Co.Ltd(000156) , Orient Securities Company Limited(600958) , Hengyi Petrochemical Co.Ltd(000703) , Anxin Trust Co.Ltd(600816) , Wuxi Shangji Automation Co.Ltd(603185) and so on. Among them, Sinomach Heavy Equipment Group Co.Ltd(601399) about 826 million shares will be lifted and listed on December 27, 2021, accounting for 11.38% of the total share capital of the company.
[new share opportunity]
At present, the disclosed information shows that a total of 7 new shares will be issued and subscribed in the Shanghai and Shenzhen A-share market next week, of which three-dimensional Tiandi, temus, bidding shares and Weike technology are listed on the Shenzhen Stock Exchange, and Yahong medicine, Tianyue advanced and chuangyao technology are listed on the science and innovation board.
(First Finance)
