daily collection
Xinhua News Agency: the central rural work conference was held in Beijing from the 25th to the 26th. Guided by the thought of socialism with Chinese characteristics in the Xi Jinping new era, the conference fully implemented the spirit of the 19th CPC National Congress and all previous plenary sessions of the 19th CPC National Congress, implemented the spirit of the central economic work conference, analyzed the current situation and tasks facing the “three rural” work, and studied and deployed the “three rural” work in 2022.
Securities Times: on December 24, the CSRC publicly solicited opinions on the systems and rules related to overseas listing. Specific rules include the regulations of the State Council on the administration of overseas securities issuance and listing of domestic enterprises (Draft for comments) and the measures for the administration of overseas securities issuance and listing filing of domestic enterprises (Draft for comments), which shall be publicly solicited for comments. Specifically, the key contents are as follows: the direct and indirect overseas listing activities of domestic enterprises shall be subject to unified filing management, and domestic enterprises shall perform filing procedures for overseas issuance and listing; Establish a regulatory coordination mechanism for overseas listing of domestic enterprises and strengthen regulatory coordination; Make good connection between overseas listing filing management and safety review mechanisms; We will improve cross-border securities regulatory cooperation arrangements and establish mechanisms such as filing and information notification.
Ministry of Finance: from December 26, 2021 to December 31, 2021, China will continue not to impose the tariffs imposed by China for the anti-U.S. 301 measures on the commodities listed in the notice of the Tax Commission [2020] No. 10 and the notice of the Tax Commission [2021] No. 5. From January 1, 2022 to June 30, 2022, we will continue not to impose the tariffs we imposed against the US 301 measures on the commodities listed in the annex.
CICC: on December 24, 2021, China Financial Futures Exchange issued a notice to halve the delivery fees of stock index futures and treasury bond futures from January 1 to December 31, 2022.
financial Associated Press: the fourth quarter (95th) regular meeting of the monetary policy committee of the people’s Bank of China in 2021 was held in Beijing on December 24. The meeting pointed out that we should safeguard the legitimate rights and interests of housing consumers, better meet the reasonable housing needs of home buyers, and promote the healthy development and virtuous cycle of the real estate market. We will promote high-level two-way financial opening-up and improve our economic and financial management ability and risk prevention and control ability under open conditions.
macroeconomic
Xinhua News Agency: according to the latest data of the national energy administration, from January to November this year, the power generation of Shanxi Guoxin Energy Corporation Limited(600617) reached 1035.57 billion kwh, breaking the 1 trillion kwh mark for the first time, with a year-on-year increase of 32.97%, accounting for 13.8% of the power consumption of the whole society from January to November, with a year-on-year increase of 2.14 percentage points. The national wind power generation, Cecep Solar Energy Co.Ltd(000591) power generation and biomass power generation reached 586.67 billion kwh, 300.9 billion kWh and 148 billion kwh respectively, with a year-on-year increase of 40.8%, 24.3% and 23.4% respectively. The contribution of new energy power generation to the national power supply continues to increase.
Energy Administration: in 2022, the implementation plan of carbon peak in energy field, the plan of modern energy system in the 14th five year plan, the opinions on improving the system, mechanism and policy measures of green and low-carbon transformation of energy and the plans of various sub fields will be issued; We will promote the development and consumption of wind power photovoltaic nearby in the East, central and southern regions, actively promote the cluster development of offshore wind power and the development of wind power photovoltaic bases in the “Three North” regions, and pay close attention to the construction of wind power photovoltaic bases in deserts, Gobi and deserts.
financial Associated Press: the people’s Bank of China, CSRC and other departments jointly issued the plan for Chengdu and Chongqing to jointly build a western financial center. The plan proposed to support Chengdu to steadily promote the pilot of digital RMB, carry out research on digital RMB and innovative application of mobile payment, and expand the application scenarios of digital RMB. Support the construction of the national financial technology certification center in Chongqing. Explore the construction of Chongqing regional financial technology supervision information platform. It plans to build a demonstration zone for China Singapore Financial Science and technology cooperation, and implement the national pilot of financial science and technology application and financial standardization innovation.
Shanghai Securities News: Zhou Xiaochuan believes that from the perspective of equity and bond markets, the construction of Shanghai international financial center mainly focuses on two aspects. On the one hand, we should guide the inflow and outflow of Chinese and international funds; On the other hand, the main body of financing and the construction of an international financial center require the deep participation of China and international institutions in the Chinese market. Zhou Xiaochuan also said that from the perspective of China’s current foreign environment, it is necessary to study and promote the construction of Shanghai international financial center.
industry dynamics
Securities Times: Byd Company Limited(002594) (002594) on the evening of December 24, it was announced that the company’s holding subsidiaries Byd Company Limited(002594) automotive industry and Daimler planned to increase the capital of Tengshi new energy by 1 billion yuan in currency according to their shareholding ratio. After the capital increase by shareholders of both parties is completed, Byd Company Limited(002594) automotive industry and Daimler will continue to hold 50% equity of Tengshi new energy respectively.
Securities Times website: the General Administration of Customs issued an announcement on clarifying the relevant requirements for the inspection and Quarantine of imported dairy products. Imported dairy products shall be accompanied by the health certificate issued by the competent government department of the exporting country or region. Imported raw milk, raw dairy products, pasteurized milk and prepared milk produced and processed by pasteurization process need to go through the entry quarantine approval procedures. Overseas production enterprises shall be familiar with and ensure that the dairy products exported to China comply with China’s national food safety standards and relevant requirements. The announcement shall be implemented as of January 1, 2022.
financial Associated Press: Shanghai Municipal Commission of economy and information technology, Shanghai Municipal Development and Reform Commission, Shanghai Municipal Commission of science and technology, Shanghai Municipal Office of science, technology and industry for national defense and Shanghai SASAC recently jointly formulated the three-year action plan for the construction of Shanghai Civil Aviation Industry chain (2022-2024). The action plan proposes to comprehensively promote the stabilization, construction, supplement and strengthening of the civil aviation industry chain under the guidance of building a modern civil aviation industry chain. By 2024, the scale of Shanghai civil aviation industry chain will continue to expand. The output value of the civil aviation industry has exceeded 60 billion yuan, the independent supply system for key links of the industrial chain has been preliminarily established, and more than 10 scientific and technological enterprises have been cultivated to meet the listing conditions.
people’s Daily: in 2020, China’s intelligent networked vehicles sold a total of 3.032 million, a year-on-year increase of 107%, but some safety problems also attracted extensive attention from users and the industry. The five departments of the state network information office, the national development and Reform Commission, the Ministry of industry and information technology, the Ministry of public security and the Ministry of transport announced several provisions on automobile data security management (for Trial Implementation), which is conducive to accelerating the construction of intelligent Internet connected automobile data security system, improving data security capability, and promoting the construction of manufacturing power, network power and transportation power.
stock market focus
China Fund News: China’s economy is developing steadily and continues to attract foreign investment. As of December 24, in 2021, the Shanghai Hong Kong stock connect and Shenzhen Hong Kong stock connect had realized a net capital inflow of 417.5 billion yuan, probably reaching an annual high. It is worth noting that the 417.5 billion yuan in 2021 is realized when MSCI and FTSE Russell have not further improved the inclusion factor of a shares. That is, it is not the result of “mindless buying” of passive funds, but the product of active funds to allocate A-Shares and change its global asset allocation pattern.
Baijiu Baijiu ( ): Fu Niu, a 1 year, 42 degree 500ml century Baijiu mountain liquor (Fu Niu): up to 20 yuan / bottle 2, 42.6 degrees 500ml hundred years of Niulun mountain liquor (Xi Niu): up 30 yuan / bottle 3, 42.9 500ml 100 years of Niulun mountain liquor (National cattle): up to 50 yuan / bottle. The price adjustment is planned to be implemented from January 1, 2022.
Securities Times: Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) (002223) it was announced on the evening of December 24 that the company plans to subscribe with ant group, China Xinda, Shunyu optics, boguan technology and Yufu capital for a total of 22 billion yuan for the newly increased registered capital of Chongqing ant Consumer Finance Co., Ltd., of which the company plans to subscribe with its own capital of 1.098 billion yuan for the newly increased registered capital of the consumer finance company of 1.098 billion yuan. After the capital increase, the company still holds 4.99% of the equity of Xiaojin company.
China Clearing: in order to continuously optimize the interconnection mechanism between the mainland and Hong Kong markets and enrich the existing objects of interconnection, according to the joint announcement of the securities regulatory commissions of the two places, Shanghai Stock Exchange, Shenzhen Stock Exchange, Hong Kong Exchanges and Clearing Co., Ltd China Securities Depository and Clearing Co., Ltd. has reached a consensus on the overall scheme of integrating ETF into the subject of interconnection.
Securities Daily: 2022 is approaching. When debating the trend of the A-share market next year, major institutions generally believe that the A-share market still has structural investment opportunities. Looking at the world, China’s capital market is a bright capital market in the world. According to the latest annual strategy report released by nearly 40 securities companies, “consumption recovery”, “double carbon” and “scientific and technological innovation” are highly recommended.
subscription of new shares: Yahong medicine, 3D world
subscription of new bonds: Kabei convertible bonds, Societe Generale convertible bonds and guiran convertible bonds
IPO: Tonglian precision
new bond listing: none
company news
Hainan Drinda Automotive Trim Co.Ltd(002865) : subsidiary plans to invest RMB 11.2 billion in the construction of high efficiency Cecep Solar Energy Co.Ltd(000591) battery production base project
Zhuhai Enpower Electric Co.Ltd(300681) : received Great Wall Motor Company Limited(601633) and other customer development fixed-point notices
Oriental Pearl Group Co.Ltd(600637) : subsidiary was delisted by Chongqing BOE
* ST universal: the company was investigated by the CSRC because it was suspected of violating laws and regulations in information disclosure
Shantou Wanshun New Material Group Co.Ltd(300057) : EU anti-dumping and countervailing have no significant impact on the company’s production and operation
Tasly Pharmaceutical Group Co.Ltd(600535) : holding subsidiary is licensed to exclusively develop and commercialize relevant indications of stro-002 in the region
Yunnan Jianzhijia Health-Chain Co.Ltd(605266) : termination of participation in the preparatory work of life insurance companies and equity investment in the establishment of Companies
Haixin Foods Co.Ltd(002702) : executives voluntarily reduce their salaries
Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) : plans to invest 490 million yuan to participate in the establishment of private equity investment fund
Super Telecom Co.Ltd(603322) : the controlling shareholder intends to transfer 4.59% of the company’s shares by agreement
Sichuan Road & Bridge Co.Ltd(600039) : jointly won the bid for a major project of RMB 11.44 billion
Navinfo Co.Ltd(002405) : obtain the purchase order of Ford lbs data compliance platform
Tengda Construction Group Co.Ltd(600512) : bid winning 73.5059 million yuan new plant engineering project
data list
Shanghai and Shenzhen Stock Markets: on December 24, the three major A-share indexes fluctuated and fell. As of the close, the Shanghai index fell 0.69%, the Shenzhen Component Index fell 1.03% and the gem index fell 2.27%. On the disk, traditional Chinese medicine, diamond cultivation, NFT concept, food processing and manufacturing, pharmaceutical e-commerce and other sectors led the increase; Salt lake lithium extraction, small metals, Contemporary Amperex Technology Co.Limited(300750) concept, rare earth permanent magnet, automobile, UHV, lithium battery and other sectors led the decline. More than 3400 stocks in the two markets fell, Contemporary Amperex Technology Co.Limited(300750) fell by more than 7%, and Kweichow Moutai Co.Ltd(600519) rose by more than 3%. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the 46th consecutive trading day.
Hong Kong stocks: Hong Kong stocks closed half a day ahead of the Christmas holiday. The Hang Seng Index closed up 0.13%, the Hang Seng technology index fell 0.34%, Evergrande motor rose 9.8% and poly GCL energy rose 3.57%.
dragon tiger list: on December 24, among the stocks on the list, the largest net capital inflow was Ning Xia Yin Xing Energy Co.Ltd(000862) , with a net inflow of 204 million yuan in the three days. Data show that the stock closed within the daily limit, up 19.46% in the past three days. The top net inflow of funds was Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, which bought 58.9571 million yuan in three days, and Huaxin Securities Shanghai Branch bought 18.4892 million yuan in three days. A total of 32 stocks were involved in the institutional participation list, of which 17 were net bought by the institution, Shanghai Yanpu Metal Products Co.Ltd(605128) was the most bought, with a net inflow of 137 million yuan in three days. In addition, 15 shares were net sold by institutions, and Zhejiang Yongtai Technology Co .Ltd(002326) was sold the most, amounting to 128 million yuan.
margin trading : as of December 23, the balance of two financial transactions in Shanghai and Shenzhen was 1841.58 billion yuan, an increase of 1.959 billion yuan over the previous trading day. Among them, the financing balance was 1723.933 billion yuan, an increase of 665 million yuan over the previous trading day; The balance of securities lending was 117.647 billion yuan, an increase of 1.294 billion yuan over the previous trading day.
Shibor : Shibor reported 1.8400% overnight, up 20.9 basis points; Seven days Shibor reported 1.9430%, down 8.0 basis points; Shibor reported 2.5000% in three months, up 0.4 basis points.
foreign exchange
On December 24, the central parity rate of RMB against the US dollar was lowered by 41 basis points to 6.3692, compared with 6.3651 on the previous trading day. The onshore RMB closed at 6.3700 against the US dollar, up 2 basis points from the previous trading day.
property market observation
daily economic news: recently, when the reporter asked a real estate sales consultant in Shanghai to visit the model room as a buyer, he was questioned from head to toe. When the reporter’s answer is approved by the sales consultant, he will have the opportunity to add wechat and make an appointment to see the house. Although the national property market is in a downward channel and the new house trading volume in Shanghai also fell sharply month on month in November, the enthusiasm of Shanghai people for “robbing houses” has not decreased. On the 11th of this month, after Shanghai launched the Sixth Batch of centralized supply houses this year, the daily economic news visited the Shanghai property market and found that under the overall decline in transactions, there are still new housing projects in some regions, and second-hand housing transactions in some regions have also rebounded.
Securities Daily: “recently, the number of second-hand houses and the number of tourists have rebounded, and the customers with a wait-and-see attitude in the early stage have also sold one after another, and the demand for second-hand houses has increased compared with the early stage.” A real estate agent from Haidian District, Beijing told the Securities Daily. Not only in Beijing, but also in many cities, including Shanghai, Shenzhen, Guangzhou and Zhengzhou, the trading volume of second-hand houses has increased sharply recently. Combined with the reporter’s investigation, the trading volume of second-hand houses in many places has stopped falling and picked up, and some cities even showed a continuous rising trend.
international information
China Central Television news client: on December 24 local time, a court in Moscow, the Russian capital, imposed a fine of 7.2 billion rubles (about 600 million yuan) on Google, the United States, on the grounds that the platform repeatedly failed to delete content prohibited by Russian officials. In addition, on the same day, meta platform Co., Ltd. (the former Facebook company) was fined nearly 2 billion rubles (about 170 million yuan) for failing to delete the Russian official prohibited content.
times finance and Economics: the report of the global housing price index shows that house prices in South Korea have increased by an average of 19.08% this year, the largest average increase in 14 years. According to the data of “administrative statistics of middle-aged and middle-aged people in 2020” released by the Korean Bureau of statistics, 6 of every 10 middle-aged and middle-aged people (aged 40 to 64) have no real estate under their names. Over the past four years, the average price of 99 square meters of apartments in Seoul has almost doubled. In these four years, the real income of South Korean nationals increased by only about 7%.
interface news: global aviation suffered a heavy blow during Christmas due to the Omicron covid-19 mutant strain. It is reported that according to the data of flightaware, nearly 2800 flights around the world have been cancelled today, including 970 flights taking off and landing from major airports in the United States. As of 1:30 GMT, more than 8000 flights had been delayed. About 2400 flights were cancelled and 11000 flights were delayed on Saturday. More than 1100 flights are expected to be cancelled on Monday.
futures market
China Futures: most of China’s commodity futures closed higher, and the energy and chemical sector led the rise, with styrene rising by more than 5%, urea and LPG rising by more than 4%, iron ore, coking coal, manganese silicon and palm rising by more than 3%, coke, soybean oil, ethylene glycol, apple, stainless steel, ferrosilicon, Shanghai tin and ethylene glycol rising by more than 2%, and pigs, rapeseed meal, fuel oil, hot coil, Zheng oil, methanol and thread rising by more than 1%.
International Futures: affected by the Christmas holiday, CME’s precious metals, U.S. crude oil and foreign exchange contract trading were suspended all day, and ice’s Brent crude oil futures contract trading ended ahead of 21:00 Beijing time. As of the close of the market, London Brent crude oil futures fell $1.05 to close at $75.59 a barrel, down 1.37%.
overseas index
U.S. stock market: affected by the Christmas holiday, U.S. stocks were closed.
European stock market: London stock market, the financial times 100 stock average price index 24 closed at 7372.10, down 1.24 points or 0.02% from the previous trading day; France Paris Stock Market CAC40 index closed at 7086.58, down 19.57 points or 0.28% from the previous trading day; Frankfurt stock market was closed on the same day.
Asia Pacific Stock Market: on December 24, the Nikkei 225 index closed at 28782.59 points, down 0.05%. South Korea’s Kospi index closed up 14.26 points, or 0.48%, at 3012.43.
