daily collection
interface news: on December 30, SASAC issued the guiding opinions on promoting the high-quality development of central enterprises and doing a good job in carbon peak and carbon neutralization, which proposed to optimize the development layout of non fossil energy and continuously improve the proportion of non fossil energy business. Improve the clean energy equipment manufacturing industry chain and support the development and utilization of clean energy. Comprehensively promote the large-scale and high-quality development of wind power and Cecep Solar Energy Co.Ltd(000591) power generation, develop biomass energy according to local conditions, and explore and deepen the development and utilization of marine energy and geothermal energy. Adhere to both centralized and distributed development, give priority to the development and utilization of wind energy, Cecep Solar Energy Co.Ltd(000591) locally and nearby, and accelerate the innovation, upgrading and characteristic application of intelligent photovoltaic industry.
first finance and Economics: sun Guofeng, director of the Monetary Policy Department of the central bank, said on Thursday that this year, the central bank launched two new structural monetary policy tools in parallel, the carbon emission reduction support tool and the special refinancing of 200 billion yuan to support the clean and efficient utilization of coal. The support proportion of carbon emission reduction support tools is 60%, the support proportion of special refinancing for clean and efficient utilization of coal is 100%, and the interest rate is 1.75%. At present, the two tools have been successfully implemented. The central bank issued 85.5 billion yuan of the first batch of carbon emission reduction support tools to relevant financial institutions. It has issued 142.5 billion yuan of qualified carbon emission reduction loans to 2817 enterprises, driving the reduction of carbon emissions by about 28.76 million tons.
Securities Times: recently, the central bank and the China Banking and Insurance Regulatory Commission jointly issued a notice to encourage banking financial institutions to do a good job in financial support and services for mergers and acquisitions of key real estate enterprise risk disposal projects. On December 30, Zou LAN, director of the financial market department of the people’s Bank of China, said that the document encouraged financial institutions to improve service efficiency, create a good financing environment for M & A and help resolve risks from the aspects of steadily and orderly carrying out M & a loan business, increasing bond financing support, actively providing M & A financing consulting services, improving M & a service efficiency and doing a good job in risk management Promote industry clearing.
Xinhuanetco.Ltd(603888) : “stability” is the most prominent keyword in this year’s central economic work conference. How does the CSRC implement the spirit of the central economic work conference? What will be the focus of next year’s capital market reform and opening up? In an interview with Xinhua news agency, Yi Huiman, chairman of the CSRC, pointed out that the work of the CSRC next year will focus on the two key words of “stability first” and “tackling key problems in reform”. Yi Huiman, chairman of the CSRC, said that at present, we are stepping up the formulation of the reform plan of the whole market registration system, Solidly Promoting relevant preparations, and ensuring the smooth implementation of this major reform.
macroeconomic
interface news: on December 30, the Shanghai headquarters of the people’s Bank of China held a 2022 work conference. The meeting requested that in 2022, Shanghai headquarters should continue to optimize financial service management. We will steadily and orderly promote the pilot of digital RMB. Optimize account opening, strengthen the regulation of cash rejection and anti fake currency, and improve the level of manager treasury. Expand the application of the Yangtze River Delta credit chain platform, deeply promote the comprehensive statistics of the financial industry, and effectively improve the protection level of financial consumption rights and interests.
Securities Times Network: on December 30, the national tax work conference was held in Beijing. The meeting reviewed the tax work in 2021 and deployed key tasks in 2022. The meeting stressed that in 2022, we should earnestly implement the large-scale, phased and combined tax and fee reduction policies, especially increase support for small and micro enterprises, individual industrial and commercial households, manufacturing and other enterprises. We will continue to make good use of the “nine ones” working method to ensure that all preferential tax policies take root with high efficiency and quality.
financial Associated Press: Shanghai Municipal Commission of economy and information technology issued the 14th five year plan for the development of Shanghai’s electronic information industry. It is mentioned in the plan to focus on cutting-edge fields, prospectively layout key technology research and development, and consolidate the development capacity of common basic technologies. Carry out key material design and preparation process research, and accelerate the replacement of traditional silicon devices by third-generation semiconductor RF and power devices. We will strengthen the forward-looking research and development of the basic capabilities of the underlying core technologies of the meta universe, promote the development of new terminals for deepening perceptual interaction and the construction of systematic virtual content, and explore industrial applications.
interface news: according to the data released on the official website of the State Administration of foreign exchange on the 30th, in November 2021, China’s income from international trade in goods and services based on the balance of payments was 2186 billion yuan, expenditure was 1898.1 billion yuan and surplus was 287.9 billion yuan. Among them, the revenue from trade in goods was 1978.5 billion yuan, the expenditure was 1658.3 billion yuan, and the surplus was 320.2 billion yuan; The revenue of service trade was 207.5 billion yuan, the expenditure was 239.8 billion yuan, and the deficit was 32.3 billion yuan.
industry dynamics
Securities Times: Guangzhou Municipal Development and Reform Commission issued the “14th five year plan” for the innovation and development of intelligent and new energy vehicles in Guangzhou: it is planned to cultivate 1-2 enterprises with a market share of more than 5% in China and 1-2 Unicorn automobile enterprises, so as to greatly improve the export of independent brand vehicles and make new breakthroughs in the construction of overseas manufacturing bases. Enhance the competitiveness of vehicle enterprises. Support Guangzhou Automobile Group Co.Ltd(601238) , Dongfeng Nissan, BAIC (Guangzhou) and other vehicle enterprises to organically combine with the key technologies of intelligent vehicles on the basis of existing traditional fuel vehicles and new energy vehicles, so as to continuously improve the proportion of production and sales of electric vehicles; Support the development and growth of Xiaopeng automobile, hechuang automobile and other new automobile manufacturing enterprises.
financial Associated Press: eight departments including the State Food and Drug Administration recently jointly issued the national drug safety and promotion of high-quality development plan in the 14th five year plan. The plan defines the main development objectives during the 14th Five Year Plan period. At the end of the 14th Five Year Plan period, the overall drug regulatory capacity is close to the international advanced level, the drug safety guarantee level continues to improve, and the people are more satisfied and assured with drug quality and safety. The regulatory environment supporting the high-quality development of the industry has been further optimized, the reform of the review and approval system has been continuously deepened, a batch of innovative drugs urgently needed in clinic have been approved, and the listing of innovative drugs with clinical value has been accelerated.
Securities Times: on December 30, the inaugural meeting of China’s securities and futures industry blockchain alliance was successfully held. The alliance is guided by the science and Technology Supervision Bureau of CSRC, led by Shanghai Stock Exchange and Shenzhen Stock Exchange, and jointly launched by securities companies, fund companies, technology manufacturers, universities and other industry core institutions. It aims to further integrate industry resources, strengthen the construction of industry information infrastructure, and explore science and technology supervision and science and technology empowerment based on blockchain technology. At the meeting, the white paper on blockchain in Securities and futures industry (2021) was officially released, showing the exploration, practice and future development of blockchain in the industry.
first finance and Economics: a dealer of new forces in car manufacturing told reporters that according to its in store delivery and communication with the insurance company, the premium did rise after the launch of the exclusive insurance for new energy vehicles, but it was not as boastful as what was announced on the Internet. They calculated that after the launch of the exclusive insurance for new energy vehicles, the price difference of new car insurance was between 500-1000 yuan, The increase is about 10%.
stock market focus
financial Associated Press: Yi Huiman, chairman of China Securities Regulatory Commission, said in an exclusive interview that he would take comprehensive measures with relevant departments to promote the smooth operation of the market and resolutely prevent big ups and downs and urgent ups and downs. Introduce more policies and measures conducive to steady growth and stable expectations, and carefully introduce policies with contraction effect to prevent individual correctness and synthetic fallacy.
Securities Times: Tianjin Zhonghuan Semiconductor Co.Ltd(002129) lowered the price of silicon wafer, compared with the previous price of 160 micron silicon wafer on December 2, G1 silicon wafer decreased by 0.05 yuan / piece, and the quotation was 5 yuan / piece, a decrease of 0.97%; M6 silicon wafer decreased by 0.05 yuan / piece, and the quotation was 4.9 yuan / piece, a decrease of 1%; M10 silicon wafer (160) μ m) Decreased by 0.0.39 yuan / piece, and the quotation was 5.70 yuan / piece, with a decrease of 6.4%; G12 silicon wafer (160) μ m) The price decreased by 0.65 yuan / piece, and the quotation was 7.7 yuan / piece, with a decrease of 7.8%.
first finance and Economics: Haitong Securities Company Limited(600837) said that the current market trend change still belongs to the benign category. For high-quality targets, adjustment may be a good time for bargain hunting. Specifically, it is suggested to pay attention to the trading opportunities of relevant sectors driven by the Omicron variant event in the short term; In the medium and long term, it is suggested to pay attention to the opportunities brought by the strong market of military industry, meta universe and semiconductor industry chain under the main growth line.
China Securities Journal: on December 30, Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Naipu Mining Machinery Co.Ltd(300818) and other “annual report pre increase” stock prices were opened and closed, triggering the reverie of the market on the annual report. On the same day, the scheduled disclosure schedule of the annual report of the Shanghai Stock Exchange was released. Panda Financial Holding Corp.Ltd(600599) , Shanghai Kaikai Industry Company Limited(600272) took the lead and will take the lead in disclosing the annual report on January 28. Market participants pointed out that at present, the A-share market is in the period of cross-year style transformation, and the difficulty of disk participation is increasing in recent days. The pre increased shares in the annual report have relatively certain investment opportunities and are easy to be concerned by funds.
Subscription of new shares: chuangyao technology and Tianyue advanced technology
new debt subscription: none
IPO: Huitong group
listing of new bonds: Yongjin convertible bonds
company news
St Omar: the CSRC filed a case against the original actual controller and the company on suspicion of violation of letter phi
Andon Health Co.Ltd(002432) : the sales disclosed in the previous announcement cannot represent profits
Guizhou Wire Rope Co.Ltd(600992) : rumors about “backdoor of liquor enterprises” are not true
Panda Dairy Corporation(300898) : increase the ex factory price of the company’s main condensed milk related products
Zhengzhou Coal Mining Machinery Group Co.Ltd(601717) : a joint venture is proposed to speed up the layout of core parts of new energy vehicles
Yuanli Chemical Group Co.Ltd(603217) : it is proposed to invest 3 billion yuan in projects such as hindered amine light stabilizer and diol
Harbin Viti Electronics Corp(603023) : it is proposed to establish a joint venture to enter the main engine market of special vehicles
Hunan Changyuan Lico Co.Ltd(688779) : it is proposed to build a 60000 ton lithium iron phosphate cathode material project with an annual output of 2088 million
Weihai Guangwei Composites Co.Ltd(300699) : a wholly-owned subsidiary signed an order contract of RMB 2.098 billion
Dhc Software Co.Ltd(002065) : won the Artificial Intelligence Computing Center project with a total of more than 900 million yuan
Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) : directors and senior executives of the company plan to increase their shares
Nantong Jiangshan Agrochemical & Chemicals Co.Ltd(600389) : Fuhua technology plans to reduce no more than 6% of the company’s shares
Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) : will check the serious changes in the share price and suspend trading from the 31st
Contemporary Amperex Technology Co.Limited(300750) : proposed investment in the construction of power battery Yibin manufacturing base project
data list
Shanghai and Shenzhen Stock Markets: on December 30, the two markets fluctuated upward. As of the closing, the Shanghai index rose 0.62%, the Shenzhen Component Index rose 0.97%, and the gem index rose 1.25%; In terms of sectors, cultural media, medicine, education and other sectors led the increase; Wind power equipment, coal, salt lake lithium extraction and other sectors led the decline. The meta universe concept and related games, virtual digital people and other sectors rose sharply, New Guomai Digital Culture Co.Ltd(600640) , Kingnet Network Co.Ltd(002517) , Zhewen Interactive Group Co.Ltd(600986) and other trading limits. More than 80 stocks in the two cities rose by 10% or more.
Hong Kong stocks: Hong Kong Hang Seng Index rose 0.11% and Hang Seng technology index rose 0.07%. Education, medical beauty and Evergrande concept stocks fell, New Oriental online fell more than 9%, and China Evergrande fell more than 9%. Power stocks rebounded, and Datang new energy rose more than 8%. Shangtang closed up 7% on the first day of listing.
Shanghai Shenzhen Hong Kong stock connect: on December 30, northbound funds bought a net 8.141 billion yuan, four consecutive days. Among them, the net purchase of Shanghai Stock connect was 3.580 billion yuan and that of Shenzhen Stock connect was 4.561 billion yuan. Among the top ten traded stocks, China Merchants Bank Co.Ltd(600036) , Gigadevice Semiconductor (Beijing) Inc(603986) , Aecc Aviation Power Co Ltd(600893) received net purchases of 766 million yuan, 356 million yuan and 345 million yuan respectively. The net sales of Luxshare Precision Industry Co.Ltd(002475) ranked first, with an amount of 486 million yuan. Cosco Shipping Holdings Co.Ltd(601919) and Longi Green Energy Technology Co.Ltd(601012) were net sold by 244 million yuan and 219 million yuan respectively.
dragon and tiger list: on December 30, among the stocks on the list, the largest net capital inflow was Unigroup Guoxin Microelectronics Co.Ltd(002049) , which was 312 million yuan. The data show that the stock closed within the daily limit, with a turnover rate of 2.33% and a turnover of 3.234 billion yuan. The net inflow of funds into the top Shenzhen Stock connect seats net purchase of 190 million yuan. A total of 31 stocks were involved in the institutional participation list, of which 17 were net bought by the institution, Ningbo Orient Wires & Cables Co.Ltd(603606) was the most bought, amounting to 332 million yuan. In addition, 14 shares were sold by institutions, and Unigroup Guoxin Microelectronics Co.Ltd(002049) was sold the most, amounting to 311 million yuan.
margin trading : as of December 29, the balance of two financial transactions in Shanghai and Shenzhen was 1837.479 billion yuan, a decrease of 894 million yuan compared with the previous trading day. Among them, the financing balance was 172.148 billion yuan, a decrease of 93 million yuan compared with the previous trading day; The balance of securities lending was 116.331 billion yuan, a decrease of 801 million yuan compared with the previous trading day.
Shibor : Shibor reported 1.2760% overnight, down 6.7 basis points; Shibor reported 2.3210% in 7 days, up 7.1 basis points; Three month Shibor reported 2.5010%, up 0.1 basis points.
foreign exchange
On December 30, the central parity rate of RMB was reported at 6.3674, up 61 points, and the central parity rate of the previous trading day was reported at 6.3735. The onshore RMB closed at 6.3793 against the US dollar at 16:30 on December 30, down 79 points from the previous trading day.
property market observation
surging news: from the Ningbo housing provident fund service hotline, it is confirmed that from next year, families who have two or three children in accordance with the national fertility policy have continuously deposited the housing provident fund for two years. If they apply for provident fund loan for the first time to buy the first self occupied house, the maximum loan limit will be increased from 600000 yuan / household to 800000 yuan / household.
China Central Television finance and Economics: near the end of the year, real estate enterprises are busy accelerating the return of funds, and various promotion means emerge one after another. Last year was still very lively, and even many projects “hit new difficulties” in Shenzhen’s new housing market ushered in a pattern discount at the end of this year. Recently, a residential project located in Luohu District, Shenzhen was opened. The average price per square meter was 92% off on the basis of the record price, and the lowest price was about 63000 yuan / square meter. The unit price of new houses sold around is generally between 80000-90000 per square meter, so the project has attracted many people to see the house. During the visit, the reporter learned that near the end of the year, new discounts in Shenzhen market are blooming everywhere, and there are a variety of discount methods. Some directly discount, some directly launch special houses, and some buildings buy large houses and give a set of small houses.
international information
CCTV news client: Philippine President duterte signed the 2022 national budget on December 30, with an amount of 5.024 trillion Philippine pesos (about US $100 billion). This is the largest national budget in Philippine history, which aims to reduce the negative impact of covid-19 epidemic. Part of the budget allocation will be used to purchase more covid-19 vaccines and provide special risk allowance for medical staff.
CCTV news client: the regional comprehensive economic partnership agreement will officially enter into force for Brunei, Cambodia, Laos, Singapore, Thailand, Vietnam, China, Japan, New Zealand and Australia on January 1, 2022. South Korea will also enter into force on February 1. Gao Feng, spokesman of the Ministry of Commerce, said that the entry into force of RCEP will bring tangible benefits to enterprises and consumers in the region, including China. In terms of tariff preference, after the agreement comes into force, more than 90% of the trade in goods in the region will gradually achieve zero tariff.
futures market
China Futures: China commodity futures closed with mixed gains and losses. Shanghai aluminum, pulp and EB rose more than 2%, Shanghai tin and Shanghai nickel rose more than 1%, and eggs and corn rose slightly; Soda ash and LPG fell by more than 2%, ferrosilicon and manganese silicon fell by more than 1%, and peanut and Zhengmei fell slightly.
International Futures: on Thursday, US Eastern time, international oil prices rose. As of the closing, February crude oil futures in New York closed up $0.43, or 0.56%, at $76.99/barrel, the longest consecutive rise in ten months; Brent February crude oil futures closed up US $0.09, or 0.11%, to US $79.32/barrel. The international gold price rose. As of the closing, the February 2022 gold futures price, the most active trading in the gold futures market of the New York Mercantile Exchange, rose by US $8.3 compared with the previous trading day to close at US $1814.1 per ounce, or 0.46%.
overseas index
U.S. stock market: on Thursday, Eastern time, the three major U.S. stock indexes plunged late and closed down slightly, and the Dow ended its sixth consecutive rise. As of the close, the Dow fell 90.55 points, or 0.25%, to 36398.08; The NASDAQ fell 24.66 points, or 0.16%, to 15741.56; The S & P 500 index fell 14.33 points, or 0.30%, to 4778.73.
European stock market: on Thursday, European time, major European stock indexes rose or fell. As of the close, the UK FTSE 100 index closed at 7403.01, down 17.68 points or 0.24% from the previous trading day; France CAC40 index closed at 7173.23, up 11.71 points or 0.16% over the previous trading day; Germany DAX30 index closed at 15884.86, up 32.61 points or 0.21% from the previous trading day.
Asia Pacific Stock Market: the Nikkei 225 index closed down 95.88 points, or 0.33%, at 28811.00 on December 30. South Korea’s Kospi index closed down 15.66 points, or 0.52%, at 2977.63.
