daily collection
Guangdong Provincial Development and Reform Commission: in order to further promote automobile consumption, with the consent of the provincial government, the special action of replacing old cars with new ones in Guangdong Province in 2021 is now extended to June 30, 2022. If the financial subsidy funds are used up, the end date will be announced separately.
CCTV news client: eight departments including the Ministry of industry and information technology jointly issued the intelligent manufacturing development plan in the 14th five year plan on the 28th. The plan proposes that by 2025, most manufacturing enterprises above Designated Size will realize digital networking, and key enterprises in key industries will initially apply intellectualization; By 2035, manufacturing enterprises above Designated Size will fully popularize digital networking, and backbone enterprises in key industries will basically realize intellectualization.
Xinhua News Agency: Yi Gang, governor of the central bank, said that at present, China’s financial system is generally stable, and 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.
interface news: on December 28, mutual treasure announced that it will stop running at 24:00 on January 28, 2022. Since the date of the announcement, the existing mutual treasure members will no longer participate in mutual assistance and sharing. The apportionment originally scheduled to be deducted on the 28th and the two installments of apportionment in January 2022 will be borne by the mutual treasure platform. In order to better protect the rights and interests of mutual treasure members, sick members who were first diagnosed before 24:00 on January 28, 2022 and were in the mutual aid plan at the time of diagnosis can still initiate mutual aid application within 180 days (including 180 days) from the date of initial diagnosis. Mutual treasure platform will be reviewed according to mutual aid rules, and all mutual aid funds approved will be borne by mutual treasure platform.
macroeconomic
central bank: in order to implement the reform requirements of the State Council for “release of regulatory services”, improve the macro Prudential Management Framework and optimize the overseas bond issuance system of domestic financial institutions, it is hereby decided to abolish the Interim Measures for the administration of domestic financial institutions issuing RMB bonds in Hong Kong Special Administrative Region. The overseas issuance of RMB bonds by domestic financial institutions is uniformly controlled by the people’s Bank of China The national development and Reform Commission and other relevant departments shall be responsible for the division of labor within the current management framework and their respective responsibilities.
21 Century Business Herald: the “14th five year plan” for the development of medical equipment industry was released on the morning of December 28. The plan puts forward that by 2025, the upgrading of medical equipment industry foundation and the modernization of industrial chain will be significantly improved, and the effective supply of mainstream medical equipment will be basically realized, The performance and quality of high-end medical equipment products have been significantly improved, and a comprehensive support capacity for public health and medical health needs has been initially formed. According to Wang Weiming, director of the first Department of equipment industry of the Ministry of industry and information technology, the 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 restoration equipment and active implant intervention equipment.
Xinhuanetco.Ltd(603888) : the reporter learned from the National Energy Administration on the 28th that in order to ensure energy security in 2022, promote green and low-carbon development and build an energy power, the national energy administration has recently made six specific arrangements. Zhang Jianhua stressed that first, we should make every effort to ensure energy security and continue to play the role of coal as a “ballast stone”; Second, we should accelerate the development of green and low-carbon energy; Third, we should accelerate the innovation of energy science and technology; Fourth, deepen the reform of system and mechanism; Fifth, improve the efficiency of energy supervision; Sixth, expand international cooperation in energy.
21 Century Business Herald: the reporter found that in the past month, more than 10 provinces in China, including Beijing, Guangdong, Shandong, Shaanxi, Ningxia and Zhejiang, have deployed the power market-oriented trading next year. It can be said that electricity market-oriented trading has gradually become a prairie fire in the country. The interviewed experts said that since the power industry is closely related to the national economy and belongs to a key sector that affects the whole body, the reform needs to be both cautious and bold. The linkage of coal price and electricity price will gradually open up the space for the rise of China’s electricity price, benefit coal power enterprises, and force the transformation and upgrading of high energy consuming industries.
industry dynamics
China Central Television finance and Economics: from January to November, the total amount of automobile upstream manufacturing logistics increased by 5.8% year-on-year, the demand for automobile supply logistics increased, and the automobile production and sales showed a recovery trend. In an automobile logistics enterprise in Yizhuang, Beijing, the person in charge of the enterprise told reporters that this year, affected by the epidemic and the problem of “lack of core”, the production pace of major automobile enterprises continued to slow down. However, since November, with the improvement of chip supply, the orders for auto parts and complete vehicles received by enterprises have increased significantly, and the inventory has decreased.
financial Associated Press: CBRC completed the regulatory assessment of solvency risk management capability of insurance companies in 2021. According to the assessment, the chairman and general manager of some companies do not pay enough attention to risk management in terms of business philosophy, and it is difficult to meet the needs of comprehensive risk management in terms of professional ability; Some companies copy the modeled risk management system or regulatory rules, which is lack of operability; The phenomenon of “emphasizing system and neglecting implementation” is more common; The cooperation and linkage of relevant departments of some companies are insufficient, which reduces the effectiveness of risk management; Some companies do not have strong ability to use risk management tools; The credit risk management of some companies is not in place, and the internal rating system is not perfect.
China rare earth group: on December 25, comrade Ao Hong, Secretary of the Party committee and chairman of China rare earth group, presided over the first study meeting of the group’s theoretical learning center group in 2021. Ao Hong stressed the need to accelerate integration. Further promote the substantive reorganization of rare earth assets, accelerate the optimization of resources, assets and business layout, give full play to the “aggregation effect” of 1 + 1 + 1 > 3, and promote the formation of an industrial development pattern of “rational development, orderly production, efficient utilization, advanced technology and intensive development”. We will deeply integrate scientific and technological R & D resources, strengthen the in-depth integration of industry, University, research and application, accelerate the green, digital and intelligent transformation and upgrading of enterprises, and lead the independent innovation and green and sustainable development of China’s rare earth industry. Coordinate the “two resources” and “two markets”, deepen and expand the global layout of rare earth industry and international exchanges and cooperation.
first finance and Economics: the Xiaomi 12 mobile phone released on the evening of December 28 is provided with a flexible OLED screen by TCL Huaxing. Chen Jun, deputy general manager and chief analyst of Qunzhi consulting, predicted to reporters that the proportion of domestic flexible OLED mobile phone screens in the global market in 2022 will increase from 27% – 28% this year to 37% – 38%, which is expected to reduce the price of folding mobile phones to 5000-6000 yuan.
stock market focus
financial Associated Press: for the recent withdrawal of product performance has reached the historical maximum, magic square quantitative said in the “to respected investors” released on the evening of the 28th that the company is deeply sorry for this. Part of the recent performance fluctuation comes from the long-term shareholding fluctuation. AI stock selection mode further increased the pullback because it was not done well at the trading time point. “We are constantly adjusting our strategies to adapt to the changes of the new market environment, reduce the concentration of positions and reduce the impact of market fluctuations on performance.” Magic square quantization scale. The company also said that the serious homogenization of strategy also increased the difficulty of the overall operation.
China business: Haitong Securities Company Limited(600837) pointed out that in the short term, there are only three trading days left this year, and it is expected that the major indexes will end quietly this week. From the middle line, the recent index is generally range shock. In the long term, the economy will be mainly stable under the policy support in 2022, and the market structure is still worth looking forward to. Any small adjustment of the major indexes is only a small adjustment in the rising channel of a shares, and the market as a whole is still in a bull dominated pattern. We adhere to the view that the market is still a good investment range. Investors can reduce their holdings of stocks with large increase and high valuation, and layout some companies with reasonable valuation and performance growth and good growth.
financial Associated Press: on December 28, the salt lake lithium extraction plate strengthened significantly. As of the close, the plate index rose more than 6%. Since the beginning of this year, benefiting from tight supply and booming demand, lithium prices have continued to rise. As of December 28, the average price of SMM lithium carbonate (99.5% battery grade / domestic) has reached 264000 yuan / ton. According to recent reports, lithium enterprises have received a lithium salt quotation of 300000 yuan / ton. Tianfeng Securities Co.Ltd(601162) believes that as the demand of new energy industry continues to improve next year, the lithium price center will maintain a high boom in 2022. Looking forward to the lithium resources market, Huaxi Securities Co.Ltd(002926) believes that under the current background, the competitiveness of integrated enterprises with upstream resource guarantee and incremental resources is significantly stronger.
Securities Times website: Ping An Securities pointed out that with the increase of the construction of hydrogen refueling stations and hydrogen production stations, the demand for storage tanks will increase steadily, and the barriers of high-pressure and large-capacity storage tanks are high. It is suggested to pay attention to high-pressure hydrogen container manufacturing companies; There is a large demand for vehicle storage tanks. It is recommended to pay attention to companies with type III and type IV hydrogen storage bottle technology; In terms of materials, it is recommended to pay attention to the companies producing steel and carbon fiber for storage tanks.
Subscription of new shares: temus, bidding shares
new bond subscription: 21 convertible bonds
IPO: none
listing of new bonds: kovo convertible bonds
corporate news
Guangzhou Haozhi Industrial Co.Ltd(300503) : the actual controller and the board secretary are designated to live under surveillance
San Yang Ma (Chongqing) Logistics Co.Ltd(001317) : suspension and resumption from the 29th day after the end of the inspection
Advanced Micro-Fabrication Equipment Inc.China(688012) : it is proposed to increase the capital of Shanghai ideal wanlihui photovoltaic equipment company by 100 million yuan
Wuhan National Pharmaceutical Technology Co.Ltd(600421) : terminate the purchase of 100% equity of core super biology and resume trading tomorrow
Tibet Tourism Co.Ltd(600749) : terminate the purchase of 100% equity of Beihai Xinyi cruise ship
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) : terminate the authorization of Sanofi to develop a new rotavirus vaccine
Shanghai Lingang Holdings Co.Ltd(600848) : plans to jointly invest with the actual controller to establish a port hydrogen energy company
Hunan Haili Chemical Industry Co.Ltd(600731) : plans to acquire 100% equity of Haili lithium battery and layout the new energy field
Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) : zg19018 tablets obtained the notice of approval for drug clinical trial
Konka Group Co.Ltd(000016) : holding subsidiary received 200 million yuan of government subsidy
Zhejiang Runtu Co.Ltd(002440) : the subsidiary stopped production due to the epidemic and resumed production
Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) : it is proposed to manage part of the equity assets of the controlling shareholder
Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) : the net profit in 2021 will increase by 150% – 200% year-on-year
Hithink Royalflush Information Network Co.Ltd(300033) : subsidiary receives the decision on administrative supervision measures
data list
Shanghai and Shenzhen Stock Markets: on December 28, the two markets consolidated after the collective high opening and rebounded in the afternoon. As of the closing, the Shanghai index rose 0.39%, the Shenzhen Component Index rose 0.83% and the gem index rose 1.06%. In terms of sectors, lithium extraction from Salt Lake rose sharply throughout the day, with a sector increase of more than 5%, Tibet Summit Resources Co.Ltd(600338) , Tibet Urban Development And Investment Co.Ltd(600773) limit; Rubber, wind power equipment, digital currency and machine vision led the increase; Electricity, coal, diamond cultivation, pumped storage, etc. led the decline; Yesterday’s sharp rise in the Chinese medicine sector callback. More than 60 stocks in the two cities rose by 10% or more.
Hong Kong stocks: Hong Kong Hang Seng Index rose 0.24% and Hang Seng technology index fell 0.89%. Coal, power and other sectors fell, China Resources Power fell more than 7%, and Yanzhou Coal Mining Company Limited(600188) shares fell more than 4%. Evergrande’s individual stocks strengthened, and Evergrande automobile rose by more than 17%. The pioneering pharmaceutical industry fell by 70%, and the clinical analysis results of covid-19 specific drugs were poor.
Shanghai Shenzhen Gangtong: on December 28, BEIXIANG net bought 1.293 billion yuan. Among them, the net purchase of Shanghai Stock connect was 1 billion yuan and that of Shenzhen Stock connect was 293 million yuan. Among the top ten traded stocks, Industrial Bank Co.Ltd(601166) , Contemporary Amperex Technology Co.Limited(300750) , Ping An Insurance (Group) Company Of China Ltd(601318) net purchases ranked among the top three, with net purchases of 593 million yuan, 529 million yuan and 440 million yuan respectively. The net sales of Kweichow Moutai Co.Ltd(600519) ranked first, with an amount of 766 million yuan; Asymchem Laboratories (Tianjin) Co.Ltd(002821) and Gree Electric Appliances Inc.Of Zhuhai(000651) were net sold by 462 million yuan and 276 million yuan respectively.
dragon tiger list: on December 28, among the stocks on the list, the largest net capital inflow was Shandong Jincheng Pharmaceutical Group Co.Ltd(300233) , which was 185 million yuan. Data show that the stock closed at the 20cm daily limit, with a turnover rate of 8.78% throughout the day. The net flow of funds into the top CITIC Beijing Financial Street, with a net purchase of 76.0654 million yuan. A total of 29 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 were net bought by the institution, Yongxing Special Materials Technology Co.Ltd(002756) was the most bought, amounting to 91.9775 million yuan. In addition, 17 shares were sold by institutions, and Aba Chemicals Corporation(300261) was sold the most, amounting to 84.9017 million yuan.
margin trading : as of December 27, the balance of two financial transactions in Shanghai and Shenzhen was 1834.914 billion yuan, an increase of 2.917 billion yuan over the previous trading day. Among them, the financing balance was 1718.459 billion yuan, an increase of 3.474 billion yuan over the previous trading day; The balance of securities lending was 116.455 billion yuan, a decrease of 557 million yuan compared with the previous trading day.
Shibor : Shibor reported 1.6160% overnight, down 16.2 basis points; Seven days Shibor reported 2.2450%, down 6.7 basis points; Shibor reported 2.5000% in three months, unchanged from the previous day.
foreign exchange
On December 28, the central parity rate of RMB was reported at 6.3728, down 42 points, and the central parity rate of the previous trading day was reported at 6.3686. The onshore RMB closed at 6.3713 against the US dollar at 16:30 on December 28, up 12 points from the previous trading day.
property market observation
broker China an antidote against the disease. The reporter from Beijing’s housing construction commission official account in December 27th, “Beijing resident” learned that since December 27th this year, the housing management department of the whole city has been put in the right way to deal with the situation. 457 cases of real estate brokers and Housing leasing enterprises have been filed for punishment, and the fine is 5 million 755 thousand yuan. The Beijing Municipal Commission of housing and urban rural development said that in the next step, the housing management department of urban housing and urban rural development in Beijing will implement the “no speculation in housing”, maintain the high-pressure situation of law enforcement in the real estate market, and severely crack down on acts that infringe on the interests of the masses and disrupt the market order.
Cushman & Wakefield: the latest figures released by DTZ show that Shanghai’s real estate transactions in 2021 were 105 billion 100 million yuan, up 46% from the same period last year, and basically recovered to 2018 levels. In 2021, the net absorption of Grade A office buildings in Shanghai will be 1.42 million square meters, about three times that of 2020. In block transactions, the self use buyer industries are mainly TMT and biomedicine. The transaction volume of real estate block transactions in TMT industry reached 17.4 billion in 2021, an increase of about 9 times over 2020.
international information
Xinhua News Agency: the regional comprehensive economic partnership agreement (RCEP) will officially enter into force on January 1, 2022. In the face of the world’s unprecedented changes in a century and the epidemic in a century, this free trade zone with the largest population, the most diverse membership structure and the greatest development potential will effectively stimulate the growth of international trade and investment and promote global economic recovery. RCEP covers a wide range of areas such as tariff reduction, trade facilitation and service investment opening. It will promote the Asia Pacific region to strengthen industrial chain cooperation and optimize the layout of supply chains, contribute to the in-depth integration of industrial chains and supply chains among members, and promote the free flow of economic factors.
interface news: the quick report value of mining industry production index in November released by Japan’s Ministry of economy and industry was 97.7, an increase of 7.2% over the previous month. As the supply shortage of semiconductors and other parts eased, the automotive industry achieved a rapid recovery of 43.1%. The Ministry of economy, industry and trade raised its judgment on the tone of production from “stagnation” as of last month to “recovery trend”. This is the use of the expression “recovery” again four months after July. It is also the first time to improve the tone judgment since August 2020.
futures market
China Futures: China commodity futures closed with more gains and less losses. NR and crude oil rose by more than 3%, Lu and LPG rose by more than 2%, PTA and red jujube rose by more than 1%, and soybean meal and pulp rose slightly; Coke fell more than 4%, iron ore and coking coal fell more than 3%, Zheng alcohol fell more than 2%, thread and PP fell more than 1%, and pigs and glass fell slightly.
International Futures: 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 $2.1 to close at US $1810.9 per ounce, or 0.12%. WTI crude oil futures closed up 0.54% to US $75.98/barrel; Brent crude oil futures rose 0.43% to $78.94 a barrel.
overseas index
U.S. stock market: the three major U.S. stock indexes closed mixed, with the Dow up 0.27%, the S & P 500 down 0.1% and the NASDAQ down 0.56%.
European stock market: London stock market was closed for holidays on the 28th, and the other two major European stock indexes closed higher on the same day. France Paris Stock Market CAC40 index closed at 7181.11 on the same day, up 40.72 points or 0.57% over the previous trading day; Germany’s Frankfurt DAX index closed at 15963.70, up 128.45 points or 0.81% from the previous trading day.
Asia Pacific Stock Market: on December 28, the Nikkei 225 index closed at 29069.16 points, up 1.37%. South Korea’s Kospi index closed up 20.74 points, or 0.69%, at 3020.29.
