[information summary]
central bank and national development and Reform Commission: abolish the Interim Measures for the administration of domestic financial institutions issuing RMB bonds in the Hong Kong Special Administrative Region
The people’s Bank of China and the national development and Reform Commission have announced that, in order to implement the reform requirements of the State Council on “release, management and service”, improve the macro Prudential Management Framework and optimize the system of domestic financial institutions issuing bonds abroad, they have decided to abolish the Interim Measures for the administration of domestic financial institutions issuing RMB bonds in the Hong Kong Special Administrative Region, The issuance of RMB bonds by domestic financial institutions abroad shall be the responsibility of the people’s Bank of China, the national development and Reform Commission and other relevant departments within the current management framework and their respective responsibilities.
Luzhou Laojiao Co.Ltd(000568) increase the price of century Luzhou Laojiao Co.Ltd(000568) cellar age wine for 60 years
On the evening of December 28, Luzhou Laojiao Co.Ltd(000568) cellar Sales Co., Ltd. issued a notice on adjusting the 60 year price system of century Luzhou Laojiao Co.Ltd(000568) cellar age wine. The reporter confirmed from the dealer that the price increase was true. According to the price increase notice, the company has decided to adjust the 60 year price system of 100 year Luzhou Laojiao Co.Ltd(000568) cellar age wine as follows from now on: the recommended group purchase price of 52 degree cellar age wine for 60 years is adjusted to 468 yuan / bottle, and the recommended retail price is adjusted to 558 yuan / bottle; The recommended group purchase price of 43 degree cellar age wine for 60 years is adjusted to 448 yuan / bottle, and the recommended retail price is adjusted to 538 yuan / bottle; The recommended group purchase price of 38 degree cellar age wine for 60 years is adjusted to 428 yuan / bottle, and the recommended retail price is adjusted to 518 yuan / bottle. (China Securities Network)
Ministry of culture and Tourism: promote the implementation of relief policies and achieve results, and help cultural and tourism enterprises properly deal with the impact of the epidemic
On December 28, the Ministry of culture and tourism held a teleconference to deploy and promote the implementation of relief policies and enterprise innovation and development. Hu Heping, Minister of culture and tourism, stressed that it is necessary to continue to give priority to helping enterprises to rescue, actively promote the introduction of relief policies, extend the implementation period, and timely launch new policies and measures. Local cultural and tourism departments should make continuous efforts to implement various relief policies, promote the implementation and effective implementation, and launch more and more targeted measures to help cultural and tourism enterprises properly respond to the impact of the epidemic, get out of difficulties, restore vitality and innovate and develop as soon as possible.
Hainan: crack down on illegal acts such as false publicity, speculation and issuing tokens in the name of blockchain
Hainan Province held a press conference on the policy interpretation of the implementation plan for the establishment of a national blockchain pilot zone in Hainan Province on the 28th. Wang Jing, Party Secretary of Hainan Provincial Department of industry and information technology, said that the implementation plan comprehensively uses various technical means such as blockchain to support relevant management departments to strengthen the research and judgment on smuggling, illegal investment and operation of enterprises, major financial risks and tax risks, so as to improve the risk prevention and control ability of Hainan free trade port in trade, investment, finance and data. Severely crack down on illegal acts such as false publicity and speculation, illegal fund-raising fraud and issuing tokens in the name of blockchain, continuously purify the ecological environment of blockchain, and ensure the healthy and orderly establishment of blockchain pilot zone in Hainan Province.
CBRC: banking institutions should increase their support for advanced manufacturing industry, independent and controllable industrial chain and supply chain
The China Banking and Insurance Regulatory Commission (CIRC) issued a notice on continuing to do a good job in the “construction year of internal control and compliance management” of banking institutions. The circular mentioned that all banking institutions should resolutely abandon erroneous concepts and extensive business models such as deviation from their main business, separation from reality to emptiness and blind expansion, adhere to the correct direction of development and actively fulfill their social responsibilities. We should strive to explore financial services that promote scientific and technological innovation, increase support for advanced manufacturing industry, independent and controllable industrial chain and supply chain, and innovate green financial products and services around the goal of “double carbon”. We should vigorously develop Inclusive Finance, constantly improve financial services for small and micro enterprises and private enterprises, allocate more financial resources to key areas and weak links of rural revitalization, and ensure that the policy requirements for serving the real economy are implemented.
Shenzhen Stock Exchange and Singapore Stock Exchange signed a memorandum of understanding on the exchange of Shenzhen Singapore ETF products
Recently, Shenzhen Stock Exchange (hereinafter referred to as Shenzhen Stock Exchange) and Singapore Stock Exchange (hereinafter referred to as Singapore Stock Exchange) signed a memorandum of understanding on the exchange of Shenzhen Singapore ETF products through remote means. According to the memorandum, the two sides will deepen cooperation in promoting ETF product exchange, continue to make preparations, support China Singapore market institutions to cooperate in the development of ETF exchange products, and provide diversified cross-border investment options for investors from the two countries.
Minister of transportation: accelerating the legislative process of the transportation law
On December 28, the national teleconference on the construction of government departments ruled by law in transportation was held in the Ministry of transportation. Li Xiaopeng, Minister of transport, stressed the need to accelerate the construction of a comprehensive transportation law and regulation system, promote the promulgation and implementation of major regulatory projects, accelerate the legislative process of the transportation law, accelerate the construction of a systematic, scientific, standardized and effective transportation system, and further improve the comprehensive transportation law and regulation system.
Minister of Finance Liu Kun: earnestly implement the requirements of living a tight life
According to the news on the website of the Ministry of Finance on December 28, Liu Kun, Secretary of the party leading group and Minister of the Ministry of finance, issued a document in the research on organ party construction, pointing out that we should work hard, be diligent and thrifty, and run all undertakings thrifty. We should firmly uphold the concept of glorious economy and shameful waste, resolutely oppose the unhealthy atmosphere of extravagance, waste and extravagance, always pay attention to the overall planning of income and expenditure, needs and possibilities, strengthen budget management, be an “Iron Rooster” and play an “iron calculation”, make careful calculations, and constantly improve the efficiency of financial resource allocation and the efficiency of the use of financial funds, Really spend money on the blade and earnestly implement the requirements of living a tight life.
Yi Gang: a special tool to support carbon peak and carbon neutralization will be launched before the end of the year
According to Xinhua News Agency on December 28, Yi Gang, President of the people’s Bank of China, said that in November, the people’s Bank of China launched two special tools to support carbon peak carbon neutralization. One is the carbon emission reduction support tool, which supports three key areas: clean energy, energy conservation and environmental protection, and carbon emission reduction technology. The other is to support the special refinancing for clean and efficient utilization of coal, and support seven fields such as clean production of coal and the application of clean combustion technology, which not only ensure the security of energy supply, but also contribute to scientific and orderly carbon reduction. The two instruments are independently decided by financial institutions and bear their own risks. The people’s Bank of China will give low-cost funds to qualified loans in a certain proportion. The people’s Bank of China will require financial institutions to publicly disclose the issuance of carbon emission reduction loans and the amount of carbon emission reduction driven by loans, which will be verified by a third-party professional institution and subject to public supervision. It is expected that the first batch of funds will be released to financial institutions before the end of this year.
Yi Gang: the operation of China’s financial system is generally stable, and the financial risks are generally convergent and controllable
Yi Gang, governor of the central bank, said that at present, the operation of China’s financial system is generally stable, and the financial risks are generally convergent and controllable. In the early stage, individual real estate enterprises were exposed to risks due to their own poor management and blind diversified expansion. After individual real estate enterprises were in danger, relevant departments and local governments have actively taken measures to steadily and orderly resolve risks and meet the normal financing needs of residents and real estate enterprises. Market expectations are gradually improving. The structural adjustment of the real estate market is conducive to the formation of a new real estate development model and the realization of a virtuous circle and healthy development of the real estate industry. Generally speaking, we should adhere to the principles of marketization and rule of law to deal with risk events in the market economy, consolidate the responsibilities of shareholders and territories, steadily resolve all kinds of risks and protect the fundamental interests of the overwhelming majority of the people.
[new stock dynamics]
bidding shares, tamus subscription tomorrow
Tomorrow (December 29), the bidding shares and temus will open the subscription. The subscription codes are 301136 and 001234 respectively. The issue price is 10.52 yuan / share and 16.53 yuan / share respectively.
The main business of tendering shares: comprehensive engineering consulting services engaged in engineering supervision, test and detection, tendering services, surveying and mapping and geographic information services, survey and design and other technical services.
Tamus’s main business: R & D, production and sales of knitted fabrics and knitted garments.
the CSRC approved the IPO registration of two enterprises on the science and innovation board
Recently, the CSRC agreed to register the initial public offering shares of the following enterprises on the science and innovation board according to legal procedures: Jingke Energy Co., Ltd. and Shaanxi Laite photoelectric materials Co., Ltd. The above-mentioned enterprises and their Underwriters will negotiate with the Shanghai Stock Exchange to determine the issuance schedule and publish the Prospectus Documents one after another.
[institutional perspective]
Orient Securities Company Limited(600958) : Although the market fluctuates, the market in the first quarter of next year is still expected
Orient Securities Company Limited(600958) believes that although the market fluctuates, the market can still be expected in the first quarter of next year. On the one hand, the US monetary policy has not yet entered the interest rate increase cycle. On the other hand, in the opening year of next year, China’s stable growth policy is expected to be strong, and both value stocks and growth stocks have investment opportunities. From the perspective of allocation, we still adhere to the “scientific and technological power”, “consumption recovery” and “double carbon strategy” in the annual strategy report.
Bohai Securities: the “cross year market” in 2022 is expected to start, and investors can actively participate in
Bohai Securities pointed out that reviewing the performance of A-Shares at the end of the year and the beginning of the year over the years, if there is no impact of special events, the market will open a “cross year market” under the influence of factors such as capital, policy and performance. In terms of profit-making effect, the market profit-making effect gradually rises after the Spring Festival, and with the accumulation of profit chips, the market risk is also gradually rising. Generally speaking, in the current performance vacuum period, the pessimistic expectations at the performance end are expected to be revised upward under the protection of policies, and the capital risk appetite is expected to remain relatively high. At the same time, the liquidity tends to be loose in stability, and the policy tone is “stable”. The “cross year market” in 2022 is expected to develop, and investors can actively participate. However, in the restless process of the following spring, we need to pay attention to the grasp of the rhythm and be vigilant against the fluctuation risk brought by the periodic exchange of funds.
Wanhe Securities: it is recommended that investors reduce their income expectations and actively look for structural opportunities
Wanhe Securities believes that the risk of A-share investment in 2022 is greater than the opportunity. It is recommended that investors reduce their income expectations and actively look for structural opportunities. In terms of timing, in the second half of 2022, when the external fed ends its table expansion, interest rate hike and other uncertain factors, if China’s economy shows signs of improvement, A-Shares will begin to usher in a new round of medium and long-term investment opportunities.
Southwest Securities Co.Ltd(600369) : focus on high growth plate and dilemma reversal plate
Southwest Securities Co.Ltd(600369) pointed out that it is expected that the market is expected to start a new round of rising market in the first quarter of next year under the stimulation of updated performance outlook and relaxed policies. From the perspective of investment strategy, we think there are two major directions to focus on, mainly high growth plate and dilemma reversal plate. First, continue to focus on the manufacturing industry and high prosperity track. Including military industry, new energy (new energy vehicles, photovoltaic, new energy, energy systems, etc.), semiconductors, the Internet of things, etc. these sectors have long-term logic and will maintain high growth for a long time in the future. When the market starts a new performance expectation in the first quarter of next year, it is expected that the relevant sectors will usher in a new round of upward period. The second is the dilemma reversal track. Including business tourism, pig cycle, shipbuilding, innovative medicine and other sectors. These sectors are currently at the bottom of the cycle. At the most difficult time, the stock price also reflects these difficulties to a considerable extent. Once the cycle goes up, the stock price is full of elasticity. In addition, we can also pay attention to some industrial security fields, such as information security, seed industry security, etc; The industrial cycle began to move upward, such as consumer electronics.
[investment opportunity]
eight departments issued the intelligent manufacturing development plan of the 14th five year plan, and more than 120 industrial Internet platforms will be built
According to the news report of China Central Television, eight departments including the Ministry of industry and information technology jointly issued the “14th five year plan” for intelligent manufacturing development. The plan puts forward the following specific goals by 2025: first, remarkable achievements in transformation and upgrading, 70% of manufacturing enterprises above Designated Size basically realize digital networking, and build more than 500 intelligent manufacturing demonstration factories leading the development of the industry. Second, the supply capacity has been significantly enhanced, the market satisfaction rates of intelligent manufacturing equipment and industrial software have exceeded 70% and 50% respectively, and more than 150 system solution suppliers with high professional level and strong service ability have been cultivated. Third, the foundation support is more solid, more than 200 national and industrial standards have been formulated and revised, and more than 120 industrial Internet platforms with industrial and regional influence have been built.
According to statistics, China’s industrial Internet has covered 41 key areas of the national economy, and the application mode of industrial Internet is gradually clear. Open source Securities believes that intelligent manufacturing and the requirements of industrial development in the new era promote the development of industrial Internet industry. Facing the requirements of China’s manufacturing industry to move forward and maintain high competitiveness in the global manufacturing industry, China’s manufacturing industry needs to use the power of informatization to improve efficiency, promote industrial intelligence, and realize the efficient use and scheduling of production factors. The industrial Internet uses the network platform to closely integrate equipment, production lines, factories, suppliers, products and customers, realize interconnection across equipment, factories and regions, and improve output efficiency.
Huaan Securities Co.Ltd(600909) pointed out that the industrial Internet market has broad prospects and the division of labor in the industrial chain is becoming clearer and clearer. In 2020, the added value of industrial Internet industry will reach 3.57 trillion yuan, accounting for 3.51% of GDP, of which the added value of direct industry will reach 0.95 trillion yuan, driving 6038600 jobs and 387900 new jobs; The scale of industrial added value infiltrated was 2.62 trillion yuan, driving 21.266 million jobs and 1.8137 million new jobs, with remarkable economic benefits. In terms of industrial chain division of labor, the upstream network equipment layer has been formed, such as intelligent terminal equipment and its spare parts manufacturers; Midstream edge layer, IAAs layer, platform layer and application layer, such as edge data processing, cloud infrastructure, platform and industrial app manufacturers; Downstream industrial enterprises such as high energy consumption, general power and new energy. It is time for process manufacturing enterprises to carry out industrial Internet applications, and the discrete manufacturing enterprise scenario is the future.
Wuxi Boton Technology Co.Ltd(300031) (300031) there are various forms of port equipment leading to virtual reality. Wuxi Boton Technology Co.Ltd(300031) as a science and technology enterprise deeply engaged in industrial Internet and mobile Internet in China, it continues to pay attention to the digital business scene and ecology of industrial industry, and helps customers complete the industrial upgrading of “automation digitization intelligence”.
The Yiwei digital intelligence platform released by Unittec Co.Ltd(000925) (000925) company is matched with the industrial meta universe in terms of technical hierarchical structure. The purpose is to improve the efficiency and efficiency of actual industrial production. It is consistent with the overall technical characteristics and can be regarded as an explorer and practitioner of the industrial meta universe in the rail transit industry.
Business-Intelligence Of Oriental Nations Corporation Ltd(300166) (300166) one of the important application directions of the company’s industrial Internet business is to help industrial enterprises save energy and reduce emissions, low carbon emissions and protect the environment. The company is actively promoting the development of relevant businesses. The company will actively support the national future green development strategy in accordance with relevant national policies and existing businesses.
the 14th five year plan for the development of medical equipment industry was released, and the development of high-end medical equipment and innovative devices will be accelerated
According to the news of China Central Television Network on December 28, the “14th five year plan” for the development of medical equipment industry was released this morning. The plan proposes to strive to significantly improve the level of advanced foundation and industrial chain modernization of medical equipment industry, basically realize effective supply of mainstream medical equipment, and significantly improve the performance and quality of high-end medical equipment products by 2025, Initially form a comprehensive support capacity for public health and medical health needs. According to Wang Weiming, director of the first Department of equipment industry of the Ministry of industry and information technology, this plan is the first national industrial development plan in the field of medical equipment. It will focus on seven key areas, such as diagnostic and testing equipment, treatment equipment, monitoring and life support equipment, traditional Chinese medicine diagnosis and treatment equipment, maternal and child health equipment, health care and rehabilitation equipment and active implant intervention equipment.
Tianfeng Securities Co.Ltd(601162) pointed out that the development plan focuses on the internationalization strength of Chinese brands and aims to form a leading enterprise with global innovation leading ability. The Ministry of industry and information technology formulated the development plan for the medical equipment industry for the first time. The development vision is to make major breakthroughs in key parts and materials, ensure the safety and reliability of high-end medical equipment, achieve international standards in product performance and quality, improve the product system and realize large-scale application. The annual compound growth rate of business income of Enterprises above designated size is more than 15%, The high-end medical equipment industry has received greater support.
Seven directions are the key development areas, among which, ① diagnostic and inspection equipment focuses on the development of high-end image diagnostic equipment, high-end cell analysis equipment, inspection and analysis equipment, POCT equipment, etc; ② In the field of monitoring, focus on promoting the upgrading and performance improvement of dialysis equipment, ventilator and other products; ③ In the field of implantable interventional devices, it is proposed to speed up the development of miniaturized and precision implantable cardiac pacing equipment and nerve stimulation equipment.
In terms of investment direction, Tianfeng believes that: ① high-end medical equipment and consumables enterprises with global competitive advantages; ② Head company with high quality, strong comprehensive strength and R & D capability in the field of in vitro diagnosis; ③ Innovate the R & D and production enterprises of interventional devices; The above three categories of medical devices have great development opportunities.
Companies in related industries include Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , minimally invasive medical (H), Weigao (H), Lianying medical (unlisted), Autobio Diagnostics Co.Ltd(603658) , Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Shanghai Microport Endovascular Medtech (Group) Co.Ltd(688016) , Xintong medical (H), Peijia medical (H), Qiming medical (H), Apt Medical Inc(688617) , Shanghai Sanyou Medical Co.Ltd(688085) .
The 14th five year plan Siasun Robot&Automation Co.Ltd(300024) industrial development plan is released, and the manufacturing Siasun Robot&Automation Co.Ltd(300024) density will double
China Central Television reported that the Ministry of industry and information technology and other 15 departments jointly issued the “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) Industrial Development Plan “today (28). According to the “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) industrial development plan, by 2025, China will become the source of global Siasun Robot&Automation Co.Ltd(300024) technological innovation, high-end manufacturing agglomeration and a new highland of integrated application. During the 14th Five Year Plan period, breakthroughs will be made in a number of Siasun Robot&Automation Co.Ltd(300024) core technologies and high-end products, the comprehensive indicators of the whole machine will reach the international advanced level, and the performance and reliability of key parts will reach the international level of similar products; The average annual growth rate of Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue exceeds 20%; Form a number of leading enterprises with international competitiveness and a large number of specialized and new “little giant” enterprises with strong innovation ability and good growth, and build three to five industrial clusters with international influence; Manufacturing Siasun Robot&Automation Co.Ltd(300024) density doubled.
In terms of A-share investment, Guosen Securities Co.Ltd(002736) research report believes that high-end manufacturing ushers in a great opportunity for growth, and industrial upgrading + independent control are the two main growth lines in the medium and long-term dimensions of the machinery industry. Considering the industry track, the company’s competitiveness and valuation level, Next year, we will continue to look for investment opportunities in two directions according to the research framework: 1) grasp the leading companies in the high-quality track that are expected to cross the cycle in the medium and long term, such as core parts companies, some product companies and testing service companies; 2) Tap high-quality leading companies or highly elastic undervalued targets in high growth fine molecule industries, such as diamond cultivation, photovoltaic / lithium battery / wind power / industrial automation, etc.
Sealand Securities Co.Ltd(000750) pointed out that in the past, the demand of the industrial Siasun Robot&Automation Co.Ltd(300024) industry mainly came from high-end manufacturing fields such as 3C and automobile manufacturing. After the covid-19 epidemic, the importance of machines has been highlighted, and the demonstration effect of replacing people with leading machines in traditional industrial enterprises has been superimposed. At present, the penetration rate of industrial Siasun Robot&Automation Co.Ltd(300024) in general manufacturing industry has been accelerated. Among them, the localization cost and selling price of core parts have decreased significantly in the past five years, and the investment return period is more attractive. Through the accumulation of technology and customer groups, some enterprises have the ability to realize import substitution of medium and high-end products. Under the logic of manufacturing transformation and upgrading and internal circulation, the market space is expected to continue to expand in the future.
Minsheng Securities believes that China’s industry Siasun Robot&Automation Co.Ltd(300024) is experiencing a series of opportunities to drive the improvement of global penetration, including the increased demand for industrial automation driven by the upgrading of China’s manufacturing industry and the manufacturing capacity bottleneck driven by the recovery of overseas demand. The space for industrial automation has been opened, and Chinese enterprises are expected to continue to benefit from the high growth and share improvement of the industry, Continue to be optimistic about the industrial Siasun Robot&Automation Co.Ltd(300024) industrial chain, focusing on China’s industrial Siasun Robot&Automation Co.Ltd(300024) leaders: Estun Automation Co.Ltd(002747) , Efort Intelligent Equipment Co.Ltd(688165) , Guangdong Topstar Technology Co.Ltd(300607) .
[announcement selection]
Beijing Jiayu Door Window And Curtain Wall Joint-Stock Co.Ltd(300117) : RMB 84.89 million is proposed to transfer 100% equity of Chongqing pengxinhe
Boai Nky Medical Holdings Ltd(300109) : it is proposed to transfer assets and liabilities related to fine chemical business to subsidiaries
Shandong Jinling Mining Co.Ltd(000655) reply to the inquiry letter: there is no cross period provision to avoid losses
Xinjiang International Industry Co.Ltd(000159) : the actual controller is proposed to be changed to natural person Feng Jianfang
Hithink Royalflush Information Network Co.Ltd(300033) : the subsidiary cloud software received the decision on administrative supervision measures
China Shipbuilding Industry Group Power Co.Ltd(600482) : it is proposed to establish a joint venture with China shipbuilding industry group
Dongyue Group: approved to build a new 10000 t / a PVDF project, which is expected to be put into operation in October next year
Shenzhen Fenda Technology Co.Ltd(002681) : transfer 100% equity of fuchengda and plan to withdraw from metal parts business
Cssc Science & Technology Co.Ltd(600072) : the controlling shareholder plans major events, and the trading of the company will be suspended from tomorrow
Aba Chemicals Corporation(300261) : serious changes in stock trading will be suspended for verification from the 29th
Sichuan Yahua Industrial Group Co.Ltd(002497) disclose the equity incentive plan: the cumulative revenue of lithium business in three years shall not be less than 10 billion yuan
Jiangsu Aidea Pharmaceutical Co.Ltd(688488) : jointly develop anti HIV long-acting therapeutic drugs with Pharmablock Sciences (Nanjing) Inc(300725)
Mls Co.Ltd(002745) : the proposed holding subsidiary is arranged in the field of photovoltaic and energy storage business
Shenzhen Qingyi Photomask Limited(688138) : it is expected that semi permeable mask products will be mass produced in the first half of next year
Qianjiang Water Resources Development Co; Ltd(600283) : the actual controller will be changed to the state owned assets supervision and Administration Commission of the State Council, and the trading will resume on the 29th
Offcn Education Technology Co.Ltd(002607) reply to the attention letter: the overall refund rate of the agreement class in the first three quarters was 65.81%
Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) : the company has no business related to meta universe application, but has resource advantages
Shenzhen Sunrise New Energy Co.Ltd(002256) : part of the shares of the controlling shareholder will be auctioned or the actual controller will be changed
Kailong High Technology Co.Ltd(300912) : it is proposed to subscribe for Jingsheng shares and issue shares directionally
Chengdu Shenleng Liquefaction Plant Co.Ltd(300540) : the securities to be changed are referred to as “Shudao equipment”
Boe
