daily collection
financial Associated Press: the Ministry of industry and information technology and other departments issued the “14th five year plan” for the development of raw material industry. The development objectives include: by 2025, the production capacity of key raw materials and bulk products such as crude steel and cement will only be reduced but not increased, and the capacity utilization rate will remain at a reasonable level. The comprehensive energy consumption per ton of steel in the iron and steel industry decreased by 2%, the energy consumption per unit clinker of cement products decreased by 3.7%, and the carbon emission of electrolytic aluminum decreased by 5%. Study and establish a restraint mechanism to curb the expansion of excess capacity by means of carbon emission, pollutant emission and total energy consumption. We will implement normal peak shifting production of cement and explore the establishment of peak shifting production mechanism in iron and steel industries. Implement energy conservation review and strictly control the fuel coal consumption of major coal consuming industries such as petrochemical industry, steel industry and building materials.
China Central Television Network: Li Keqiang chaired an executive meeting of the State Council and decided to continue the implementation of some preferential policies on individual income tax. The meeting decided to extend the policy of excluding the annual one-time bonus from the salary income of the current month and calculating tax separately on a monthly basis until the end of 2023. The tax exemption policy for those whose annual income does not exceed 120000 yuan and need to be supplemented or whose annual final tax supplement does not exceed 400 yuan will be extended to the end of 2023. The separate tax policy for equity incentive of listed companies will be extended to the end of 2022. The above policies can reduce taxes by 110 billion yuan a year.
interface news: according to the news on the website of the Ministry of agriculture and rural areas on December 29, the Ministry of agriculture and rural areas issued the national agricultural and rural science and technology development plan in the 14th five year plan, aiming to break through a number of “neck” technologies and short board technologies controlled by people by 2025, greatly improve the original innovation ability in the agricultural field, and the overall strength of agricultural science and technology ranks first in the world, Biological breeding, agricultural 5g application, animal vaccine and other fields occupy the world’s leading level. Agricultural land output rate, labor productivity and resource utilization rate were further improved, industrial competitiveness in biological seed industry, cultivated land conservation, Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) , agricultural machinery and equipment, green inputs and other fields was significantly improved, and the contribution rate of agricultural scientific and technological progress reached 64%.
macroeconomic
Ministry of Finance: in order to promote the stable development of foreign trade and help enterprises relieve difficulties, the relevant matters are hereby announced as follows: from January 1, 2022 to December 31, 2022, the interest on tax deferment of domestic sales tax of processing trade enterprises will be temporarily exempted.
Ministry of Commerce: next year, we should focus on the following work. Focus on promoting the sustained recovery of consumption and promoting the smooth circulation of China. We will improve the energy level of traditional consumption, accelerate the development of new consumption, run consumption promotion activities, make up for the shortcomings of urban and rural circulation, accelerate the construction of a modern circulation system, promote consumption upgrading, and enhance the fundamental role of consumption in economic development. Focus on stabilizing the basic market of foreign trade and foreign investment and promote China’s international double cycle.
China Securities News: China carbon peak carbon neutralization progress report (2021) puts forward that the key path to achieve the goal of carbon peak carbon neutralization is to continuously promote the adjustment of industrial structure, energy structure and energy conservation. To sum up, it can be expressed as “optimizing production, reducing coal, stabilizing oil, increasing gas, adding new and improving efficiency”, that is, optimizing the industrial structure, gradually reducing coal consumption, stabilizing the scale of oil consumption, increasing the scale of natural gas consumption, increasing the proportion of new energy consumption such as wind and light, and establishing a long-term mechanism for energy conservation and energy efficiency.
last news: on the morning of December 29, several policies of Jiading District on continuously promoting the development of automobile “new four modernizations” industry and the action plan of Jiading District to accelerate the development of hydrogen energy and fuel cell automobile industry were officially released. The new policy focuses on improving the support measures in the two directions of intelligent networked vehicles and fuel cell vehicles. In terms of promoting the demonstration application of fuel cell vehicles, Jiading will provide financial support for the industrialization of key core parts, large-scale demonstration application in key areas, the construction of hydrogenation stations, reducing hydrogenation costs and supporting the coordinated development of industrial chains in the region.
industry dynamics
interface news: Beijing passenger car index regulation and management office issued a notice on the total amount and allocation proportion of passenger car indicators in 2022 on December 29. In 2022, the quota of new energy vehicle indicators in Beijing will be increased from 60000 to 70000, the quota of ordinary indicators will be reduced from 40000 to 30000, and the annual quota of passenger car indicators will be 100000.
financial Associated Press: according to the data of the passenger Federation, the retail sales of the overall narrow passenger car market in the fourth week of December reached an average daily of 82000 vehicles, a year-on-year increase of 6%, and the performance was significantly improved, an increase of 26% compared with the same period in November this year. The overall retail data for the first four weeks of December reached 1611000, with a daily average of 62000, a year-on-year decrease of 5% and a month on month increase of 24% over the same period in November.
China Central Television finance and Economics: on December 27, Shanghai Insurance Exchange officially launched the new energy vehicle insurance trading platform and launched the first batch of new energy vehicle exclusive insurance products. On the day of the launch, a Tesla owner posted a quotation calculated in the system of an insurance company, up more than 6000 yuan or 80% compared with four days ago. Subsequently, the reporter called a number of insurance companies, and several salesmen said that the premium of new energy vehicles did rise to a certain extent. Industry insiders believe that the insurance policy cost of new energy vehicles is mainly reflected in two aspects: one is that the maintenance is expensive, and the other is that the accident rate is relatively high.
financial Associated Press: Shanghai Municipal Commission of economy and information technology issued the 14th five year plan for the development of new generation information infrastructure in Shanghai, which mentioned that we should continue to promote the scientific layout of data centers, edge computing nodes and intelligent sensing facilities, and comprehensively support the implementation and industrial application of technologies such as artificial intelligence, cloud computing and big data, Accelerate the formation of an economic growth power with efficiency and innovation as the core.
stock market focus
first finance and Economics: there are only two trading days left at the end of the year. The annual turnover of A-Shares has exceeded a record high of more than 255 trillion yuan. How far is the new bull market? Industry insiders believe that the cross-year market will continue. More optimistic, they believe that A-Shares are expected to open a new round of bull market, and the future single day turnover is expected to exceed the level of 2.37 trillion yuan on May 28, 2015. When this day comes, it will be the confirmation of a new round of comprehensive bull market.
brokerage China: fell 4.54% on Kweichow Moutai Co.Ltd(600519) 29, and the market value evaporated more than 100 billion yuan; The limit of Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) leading stocks of traditional Chinese medicine is also very rare. The usual “ningmao” rocker effect also failed on the 29th, Contemporary Amperex Technology Co.Limited(300750) also closed down 1.62%. Reporters learned from some market participants that the emotional panic caused by Baijiu may be the main reason. Baijiu itself has three major hearsay rumors: first, it was suggested that during the NPC and CPPCC sessions, the bill would be introduced: Moutai should introduce a luxury consumption tax according to the cigarette tax rate. Second, it is reported from the market that the consumption tax reform is about to be launched. At the same time, it is also reported that the consumption tax reform will be carried out simultaneously with the price increase in Maotai; Three, the Baijiu liquor and Penghua liquor two largest liquor index fund dividends.
Securities Times Network: Galaxy Securities pointed out that investment opportunities in the coal sector are prominent. In the medium and short term, the policy of increasing coal production and ensuring coal supply is expected to exit after the coal price is stable. Superimposed on the arduous task of six guarantees and six stabilities of macro-economy in 2022, the phased and regional economic stimulus policies may further stimulate the enthusiasm of upstream resource products procurement and promote the investment sentiment and return on investment of the coal sector. On the whole, under the background of carbon neutralization, the supply continues to shrink and the operation barriers of leading coal enterprises continue to rise, which is expected to improve both profitability and valuation.
Shanghai Securities News: on December 29, Xu Fei, assistant director of Wanlian Securities Research Institute and chief analyst of macro strategy, said that it is expected that the overall A-share market will remain volatile next year, and the structural highlights deserve attention. Xu Fei believes that the overall liquidity environment will be better next year, and incremental funds will continue to enter the market. Under the background of the unchanged tone of “housing, housing and non speculation”, the net value transformation of bank financial management and the rising risk of overseas stock market, the attraction of A-Shares has increased, and individual investors, financial institutions and foreign capital will continue to allocate a shares.
Subscription of new shares: Weike Technology
new debt subscription: none
IPO: Chunli medical, Pingao shares, Tianyuan environmental protection
listing of new bonds: sheng21 convertible bonds, special paper convertible bonds
corporate news
Hainan Strait Shipping Co.Ltd(002320) : termination of participation in Nanhua property insurance
Sichuan Hebang Biotechnology Co.Ltd(603077) : plans to spin off the holding subsidiary Wujun Guangneng
Milkyway Chemical Supply Chain Service Co.Ltd(603713) : and Ming Yang Smart Energy Group Limited(601615) signed a contract for wind turbine transportation service project
Tonghua Golden-Horse Pharmaceutical Industey Co.Ltd(000766) : the main products of the subsidiary won the bid for centralized procurement by the inter provincial alliance of Chinese patent medicine
Shanghai Chinafortune Co.Ltd(600621) : subsidiary Huaxin securities gives up the capital increase right of Morgan Securities
Zhejiang Huakang Pharmaceutical Co.Ltd(605077) : it is proposed to add a 20000 t / a crystalline maltitol energy-saving and production expansion technical transformation project
Haohua Chemical Science & Technology Corp.Ltd(600378) : wholly owned subsidiary plans to invest in 46600 T / a special new material project
China Merchants Property Operation & Service Co.Ltd(001914) : 230 million yuan to acquire 95% equity of China Southern Airlines property
Guangxi Guidong Electric Power Co.Ltd(600310) : ICBC plans to invest 800 million yuan to separately increase the capital of the company’s wholly-owned subsidiary
Joincare Pharmaceutical Group Industry Co.Ltd(600380) : notice of approval for clinical trial of alanine acetate microspheres for injection
Anhui Landun Photoelectron Co.Ltd(300862) : shareholder Lin Zhiqiang plans to reduce his shares by no more than 5.84%
Pylon Technologies Co.Ltd(688063) : RONGTONG high tech plans to reduce its shareholding of no more than 6.14% of the company
Qinghai Huzhu Barley Wine Co.Ltd(002646) : securities abbreviation is proposed to be changed to tianyoude wine
data list
Shanghai and Shenzhen Stock Markets: on December 29, the three major indexes fluctuated and fell. As of the close, the Shanghai index fell 0.91%, the Shenzhen Component Index fell 1.24% and the gem index fell 1.4%; In terms of sectors, airports, shipbuilding, rubber, medical devices and other sectors led the increase; Wine making, electric power, semiconductor, meta universe concept and other sectors led the decline. Kweichow Moutai Co.Ltd(600519) fell 4.54%, Wuliangye Yibin Co.Ltd(000858) fell 5%, Luzhou Laojiao Co.Ltd(000568) fell 6.83%; Traditional Chinese medicine leader Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) fell by the limit. Nearly 2000 stocks in the two cities rose.
Hong Kong stocks: Hong Kong Hang Seng Index closed down 0.83%, and Hang Seng technology index fell 1.75%, setting a new record low. Education, real estate, Internet technology and other sectors fell, New Oriental online fell 21%, China Olympic Park fell more than 9%, JD and Alibaba fell more than 2%.
Shanghai Shenzhen Hong Kong stock connect: on December 29, northbound funds bought 661 million yuan, which was the net purchase for three consecutive days; Among them, the net purchase of Shanghai Stock connect was 186 million yuan and that of Shenzhen Stock connect was 475 million yuan. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , Luzhou Laojiao Co.Ltd(000568) , Wingtech Technology Co.Ltd(600745) received net purchases of 617 million yuan, 358 million yuan and 198 million yuan respectively. The net sales of China Merchants Bank Co.Ltd(600036) ranked first, with an amount of 860 million yuan. Wuxi Apptec Co.Ltd(603259) and East Money Information Co.Ltd(300059) were net sold by 479 million yuan and 314 million yuan respectively.
dragon tiger list: on December 29, among the stocks on the list, the largest net capital inflow was Tibet Summit Resources Co.Ltd(600338) , with a net inflow of 506 million yuan in the three days. Data show that the stock closed within the daily limit, up 19.7% in the past three days. The top net inflow of funds was Guotai Junan Securities Co.Ltd(601211) Shanghai Jiangsu Road, which bought 282 million yuan. A total of 20 stocks were involved in the institutional participation in the dragon and tiger list, of which 9 were net bought by the institution, Yongxing Special Materials Technology Co.Ltd(002756) was the most bought, with a net purchase of RMB 335 million in three days. In addition, 11 shares were sold by institutions, and Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) was sold the most, amounting to 401 million yuan.
margin trading : as of December 28, the balance of two financial transactions in Shanghai and Shenzhen was 1838.373 billion yuan, an increase of 3.459 billion yuan over the previous trading day. Among them, the financing balance was 172.241 billion yuan, an increase of 2.782 billion yuan over the previous trading day; The balance of securities lending was 117.132 billion yuan, an increase of 677 million yuan over the previous trading day.
Shibor : Shibor reported 1.3430% overnight, down 27.3 basis points; Shibor reported 2.2500% in 7 days, up 0.5 basis points; Shibor reported 2.5000% in three months, unchanged from the previous day.
foreign exchange
On December 29, the central parity rate of RMB was reported at 6.3735, down 7 points, and the central parity rate of the previous trading day was reported at 6.3728. The onshore RMB closed at 6.3714 against the US dollar on December 29, down 1 point from the previous trading day.
property market observation
Shangguan news: the reporter learned from Shanghai Housing Administration on December 29 that the relevant policies and standards of low rent housing in Shanghai are about to be adjusted, so as to expand the benefits of low rent housing policy and improve the security level of low rent housing. The new policy standards will be implemented from January 1, 2022. Among them, the Income Access Standard for families with three or more people was adjusted from the per capita monthly disposable income of less than 3300 yuan to less than 4200 yuan, the property access standard was adjusted from less than 120000 yuan to less than 150000 yuan, and the income and property access standard continued to rise by 10% on the basis of families with three or more people.
Beijing News: on December 29, Yangzhou, Jiangsu concentrated on transferring 13 residential plots, all of which were sold, with a total transaction price of about 7.18 billion yuan. Among them, 11 plots were traded at the base price and 2 plots were traded at a premium. From the transaction results, most of the bidders in this local auction are local real estate enterprises, and no brand real estate enterprises have appeared.
international information
Xinhua News Agency: the New Development Bank of the BRICs, headquartered in Shanghai, officially announced on the 29th that it will welcome the new member country Egypt. The new development bank, jointly established by Brazil, Russia, India, China and South Africa, aims to mobilize resources for infrastructure and sustainable development projects in emerging economies and developing countries such as BRICs countries and supplement the efforts of multilateral and regional financial institutions for global growth and development.
finance and economics of China Central Television: the latest inflation rate in the United States has reached a new high in more than 30 years, and the sharp rise in the price of second-hand cars has played a great role. The second-hand car price has even won the US stock market in recent months, and analysts have warned that the second-hand car market in the United States has already had a bubble. Industry statistics show that since the beginning of this year, the price of used cars in the U.S. market has increased by nearly 50% and more than 20% in the past four months. This increase not only exceeded the rise of the S & P 500 index over the same period, but also exceeded bitcoin. In the near future, there is even a trend of accelerating the rise.
futures market
China Futures: China commodity futures closed mixed, with manganese silicon and ferrosilicon up more than 3%, PP and plastics up more than 2%, fuel oil and crude oil up more than 1%, eggs and glass up slightly; Beans fell more than 2%, starch and rapeseed meal fell more than 1%, and corn and Zheng oil 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, fell by US $5.1 on the 29th compared with the previous trading day to close at US $1805.8 per ounce, down 0.28%. WTI crude oil futures closed up 0.76% to US $76.56/barrel; Brent crude oil futures rose 0.37% to $79.23 a barrel.
overseas index
U.S. stock market: the three major U.S. stock indexes closed mixed. The Dow rose 0.25% to achieve a six-day rise and a new closing high. The S & P 500 index rose 0.14% and the NASDAQ fell 0.1%.
European stock market: the financial times 100 stock average price index 29 of London stock market closed at 7420.69, up 48.59 points or 0.66% from the previous trading day. France Paris Stock Market CAC40 index closed at 7161.52, down 19.59 points or 0.27% from the previous trading day; Germany’s Frankfurt DAX index closed at 15852.25, down 111.45 points or 0.70% from the previous trading day.
Asia Pacific Stock Market: the Nikkei 225 index closed down 206.66 points, or 0.71%, at 28862.50 on Wednesday, December 29. South Korea’s Kospi index closed down 26.95 points, or 0.89%, at 2993.29.
