daily collection
Ministry of Finance: individual proprietorships and partnerships that hold equity investments such as equity, stocks and partnership property shares shall be subject to individual income tax by means of audit collection.
Securities Daily: the Ministry of Commerce and other 22 departments issued the “14th five year plan for China’s trade development”, which proposed to promote the transformation of purchase management to use management of consumer goods such as automobiles, encourage qualified areas to carry out automobile going to the countryside and exchanging old for new, improve the recycling system of end-of-life motor vehicles, increase the promotion and application of new energy vehicles, and actively develop the aftermarket of automobiles. We will promote the consumption of household appliances, furniture and home decoration, and improve the recycling and disposal system of waste household appliances, consumer electronics and other durable consumer goods.
interface news: the Ministry of finance, the Ministry of industry and information technology, the Ministry of science and technology and the development and Reform Commission issued a notice on the financial subsidy policy for the promotion and application of new energy vehicles in 2022: in 2022, the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021; For qualified vehicles in urban public transport, road passenger transport, rental (including online car Hailing), sanitation, urban logistics and distribution, postal express, civil aviation airport and public service of Party and government organs, the subsidy standard will decline by 20% on the basis of 2021.
Securities Times: China Mobile (600941) announced in the afternoon of January 3 that the company’s shares will be listed on the Shanghai Stock Exchange on January 5, 2022.
macroeconomic
National Bureau of Statistics: in December, China’s Manufacturing Purchasing Manager Index (PMI) was 50.3%, an increase of 0.2 percentage points over the previous month, higher than the critical point, and the manufacturing boom continued to pick up.
Securities Times Network: the State Medical Security Bureau and the State Administration of traditional Chinese medicine recently issued guidance on medical insurance to support the inheritance, innovation and development of traditional Chinese medicine. The opinions put forward that qualified medical institutions of traditional Chinese medicine (including integrated traditional Chinese and Western medicine and ethnic minority medicine) and retail pharmacies of traditional Chinese medicine should be included in the management of fixed-point medical insurance agreements in time. According to regulations, qualified pieces of traditional Chinese medicine, proprietary Chinese medicine and traditional Chinese medicine preparations of medical institutions shall be included in the catalogue of Medicare drugs.
central bank: the people’s Bank of China issued the macro Prudential policy guidelines (for Trial Implementation). The guidelines defined the elements of establishing and improving China’s macro Prudential policy framework based on China’s reality. It mainly includes: first, it defines the relevant concepts of macro Prudential policy, including macro Prudential policy framework, systemic financial risk, macro Prudential management mechanism, etc; Second, it expounds the main contents of the macro Prudential policy framework, including macro Prudential policy objectives, systematic financial risk assessment, macro Prudential policy tools, transmission mechanism and governance mechanism; Third, it puts forward the requirements for support and policy coordination required for the implementation of macro prudential policies.
central bank: the people’s Bank of China issued a notice to implement the continuous conversion of two direct tools, the inclusive small and micro enterprise loan extension support tool and the inclusive small and micro enterprise credit loan support plan, from January 1, 2022. The 400 billion yuan refinancing line originally used to support Pratt Whitney small and micro credit loans can be used on a rolling basis, and the refinancing line can be further increased if necessary. Eligible local legal person banks that issue inclusive small and micro credit loans may apply to the people’s Bank of China for preferential financial support for refinancing agricultural and small loans.
national development and Reform Commission: the national development and Reform Commission and the national energy administration have defined the first batch of 50 100 million KW large-scale wind power photovoltaic base projects in accordance with the principles of overall planning, highlighting key points, ecological priority, goal orientation and ensuring consumption. At present, about 75 million kw of the first batch of large-scale wind power photovoltaic base projects have been started, and the rest will be started in the first quarter of next year.
industry dynamics
financial Associated Press: the national development and Reform Commission issued the implementation plan for the construction of national backbone cold chain logistics bases. By 2025, about 100 national backbone cold chain logistics bases will be arranged and built, and a three-level cold chain logistics node facility network with the national backbone cold chain logistics base as the core, production and marketing cold chain centralized distribution center and cold chain logistics facilities at both ends as the support will be basically built. Promote the interconnection of the base into a network, strengthen the efficient connection with the production and marketing cold chain centralized distribution center, and build a regional cold chain logistics service network with integrated operation of trunk and branch transportation and centralized distribution at both ends.
financial Associated Press: seven departments including the people’s Bank of China solicited public opinions on the administrative measures for online marketing of financial products (Draft for comments). The exposure draft proposes that no institution or individual shall provide online marketing services for illegal financial activities, including but not limited to illegal fund-raising, illegal issuance of securities, illegal lending, illegal stock recommendation, virtual currency trading, foreign exchange deposit trading, etc; It is not allowed to carry out network marketing for unspecified objects for financial products such as private placement asset management products and non-public issuance of securities.
Securities Times Network: according to China Power Construction Group Co., Ltd., on December 31, the Dalian Zhuanghe offshore wind power project EPC contracted by Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) East China Institute held a full capacity grid connected power generation ceremony, which is the offshore wind farm with the largest single capacity and the highest latitude in northern China. The installed capacity of the project is 650 MW, a total of 111 wind turbines are installed, and the annual on grid power can reach 1.73 billion kwh, which can meet the annual power demand of 1.442 million households.
stock market focus
CSRC: issued the measures for the administration of commitment funds of parties to securities and futures administrative law enforcement. The commitment fund measures generally follow the institutional framework of the settlement fund measures, and are revised and improved in combination with the needs of the superior law and practice. The main changes are as follows: first, according to the expression of article 171 of the securities law, the relevant expression of “settlement fund” is adjusted to “commitment fund”, and the relevant definition provisions are deleted. Second, the management mode of commitment fund is improved according to the specific situation in practice. Third, strengthen investor protection, encourage parties to actively compensate investors, and reserve institutional space for parties to compensate investors themselves. The introduction of the commitment fund measures will help to strengthen investor protection, better compensate the interests of damaged investors, further improve the regulatory efficiency and stabilize the market order.
Securities Times: Kweichow Moutai Co.Ltd(600519) (600519) announced on the evening of December 31 that after preliminary accounting, the total operating revenue in 2021 is expected to be about 109 billion yuan (including about 93.2 billion yuan of Maotai liquor and about 12.6 billion yuan of series liquor), an increase of about 11.2% year-on-year; The net profit attributable to the shareholders of the listed company is expected to be about 52 billion yuan, a year-on-year increase of about 11.3%.
Shanghai Stock Exchange: the preferential policy of exempting all newly listed companies from initial listing fees will be extended until December 31, 2022 (inclusive). The preferential policy of Exempting the annual listing fee of listed companies with a total share capital of 400 million to 800 million shares (inclusive) will be extended to December 31, 2022 (inclusive).
Beijing Business Daily: on January 1, the reporter of Beijing business daily learned from relevant people in Maotai that from now on, the prices of new rare Maotai liquor and old Kweichow Moutai Co.Ltd(600519) liquor 15 will be increased. It is understood that the retail guide price of the new rare Maotai liquor has been raised by 100 yuan, from 4499 yuan to 4599 yuan; The retail guide price of aged Kweichow Moutai Co.Ltd(600519) liquor 15 was raised by 1000 yuan, from 4999 to 5999 yuan.
Subscription of new shares: Xinghui environmental materials, Aojie technology, Maiwei biology and Hujiang materials
subscription of new bonds: Borui convertible bonds
IPO: none
listing of new bonds: Perle convertible bonds
corporate news
Shanghai Ace Investment&Development Co.Ltd(603329) : the company and relevant responsible persons received the attention letter and warning letter
Jiangsu Nata Opto-Electronic Material Co.Ltd(300346) : holding subsidiary’s introduction of war investment large fund phase II has been completed
Citic Guoan Information Industry Co.Ltd(000839) : Guoan group, the parent company of the controlling shareholder, was applied for reorganization
Anhui Jinhe Industrial Co.Ltd(002597) : the net profit in 2021 is expected to increase by 29% – 60% year-on-year
Shuangliang Eco-Energy Systems Co.Ltd(600481) : won the bid for 169 million yuan auxiliary equipment procurement project
Suzhou Sunmun Technology Co.Ltd(300522) : shareholder Chen Min plans to reduce no more than 2.7% of the shares of the company
Shandong Sito Bio-Technology Co.Ltd(300583) : controlling shareholders and persons acting in concert plan to reduce their total holdings of 18.5% shares
Boai Nky Medical Holdings Ltd(300109) : the shareholder Wuhu changqian plans to reduce his shares by no more than 3%
St grand plan: the company and its controlling shareholders were filed by the CSRC
St Xiyuan: the controlling shareholder and actual controller of the company will change
Shanghai Electric Power Co.Ltd(600021) : China Yangtze Power Co.Ltd(600900) reduction of 2.41% shares
Byd Company Limited(002594) : last year, the sales of new energy vehicles exceeded 600000, with a year-on-year increase of 218%
data list
Shanghai and Shenzhen Stock Markets: on December 31, the stock indexes of the two markets were differentiated. The Shanghai index and Shenzhen Composite Index fluctuated upward after opening high, and the gem index opened high and went low. As of the close, the Shanghai index rose 0.57%, the Shenzhen Component Index rose 0.41%, and the gem index fell 0.12 points. In terms of sectors, pharmaceutical stocks rose sharply, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) 20% limit, Jinghua Pharmaceutical Group Co.Ltd(002349) Liulian board; Beijing Tongrentang Co.Ltd(600085) and many other stocks trading; Lithium ore concept strengthened again, Tibet Mineral Development Co.Ltd(000762) limit; Agriculture, electricity and other gainers, such as Baijiu and coal, fell slightly. High level stocks differentiated, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) continued to fall by the limit, Andon Health Co.Ltd(002432) fell by more than 9%. More than 70 stocks in the two cities rose by 10% or more. Throughout the year, the Shanghai index rose 4.80%, the Shenzhen Composite Index rose 2.67% and the gem index rose 12.02%.
Hong Kong stocks: January 3 ushered in the first trading day of the new year. The Hang Seng index opened high and went low, closing down 0.53% to close at 23274.75. In terms of individual stocks, Shangtang, which was just listed last week, soared 40.91% to close at HK $7.75, with a total market value of more than HK $250 billion.
Shanghai Shenzhen Hong Kong stock connect: on December 31, the net purchase volume of northbound capital on that day was 4.573 billion yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was 2.030 billion yuan; The net purchase volume of Shenzhen Stock connect on the same day was 2.543 billion yuan. According to the top ten trading shares of Shanghai Shenzhen Hong Kong stock connect announced by the exchange, the funds going north today bought a large net of Tongwei Co.Ltd(600438) 444 million yuan, a net of China Vanke Co.Ltd(000002) 399 million yuan and a net of China Tourism Group Duty Free Corporation Limited(601888) 143 million yuan. At the same time, the net sales of Luxshare Precision Industry Co.Ltd(002475) 403 million yuan and Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) 169 million yuan were substantial.
dragon tiger list: on December 31, among the stocks on the list, the largest net capital inflow was Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , which was 207 million yuan. The data show that the stock closed within the daily limit, with a turnover rate of 14.98% and a turnover of 2.548 billion yuan. The net inflow of funds into the top Guotai Junan Securities Co.Ltd(601211) Hangzhou Wuxing road net purchase of 106 million yuan. A total of 24 stocks were involved in the institutional participation list, of which 4 were net bought by the institution, Anhui Xinke New Materials Co.Ltd(600255) was the most bought, and 104 million yuan was net bought in three days. In addition, 20 shares were net sold by institutions, Anhui Xinbo Aluminum Co.Ltd(003038) was the most sold, with a net sales of 54.2123 million yuan in three days.
margin trading : as of December 30, the balance of two financial transactions in Shanghai and Shenzhen was 1840.761 billion yuan, an increase of 3.282 billion yuan over the previous trading day. Among them, the financing balance was 1721.363 billion yuan, an increase of 215 million yuan over the previous trading day; The balance of securities lending was 119.398 billion yuan, an increase of 3.067 billion yuan over the previous trading day.
Shibor : Shibor reported 2.1290% overnight, up 85.3 basis points; Seven days Shibor reported 2.2710%, down 5.0 basis points; Three month Shibor reported 2.5000%, down 0.1 basis points.
foreign exchange
On December 31, the central parity rate of RMB was reported at 6.3757, down 83 points from 6.3674 on the previous trading day. On December 31, the onshore RMB closed at 6.373 against the US dollar at 16:30, up 63 basis points from the previous trading day.
property market observation
China Central Television finance and Economics: according to China Central Television finance and economics, there are buildings in Shenzhen that “buy one get one free”, that is, buy a large house type and give a small house type as a gift. The financial Associated Press reporter learned that the real estate that launched the promotion activity is the “investment promotion central red seal” in Luohu District, Shenzhen. The project is apartment in nature and has property rights for 40 years. According to the staff of the project, a round of “buy one get one free” activity has been carried out in early December, and the second round of promotion activity is now planned to be implemented. “Buy a large house of 240 square meters, you can give a small house of 56 square meters as a gift, with a special price of 1899, but the number is only 3.”
financial Associated Press: according to the research on China’s real estate enterprises with sales of 10 billion yuan in 2021 released by China Index Research Institute today, in 2021, a total of 158 real estate enterprises had sales of more than 10 billion yuan, and 100 billion real estate enterprises remained at 41; The average growth rate of sales of these 158 real estate enterprises was 4.2%, and the equity sales totaled 10 trillion yuan, with a market share of about 55.1%. Among them, the growth rate of camp enterprises with sales of 30-50 billion yuan was higher, and the growth rate of other camp enterprises slowed down year-on-year. The threshold value of top 100 real estate enterprises with sales was 33.08 billion yuan, a decrease of 0.7% over the previous year.
international information
first finance and Economics: State Administration of market supervision: Tesla Motors (Beijing) Co., Ltd. recalled some imported model s electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19697 vehicles. Tesla Motors (Beijing) Co., Ltd. recalled a total of 35836 imported model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019. Tesla (Shanghai) Co., Ltd. recalled some domestic model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144208.
financial Associated Press: in 2021, the net assets of the world’s top ten Rich increased by $402 billion. Elon Musk, CEO of Tesla, became the biggest winner. His wealth increased by nearly $120 billion. At present, his wealth is $274 billion, becoming the richest man in the world. Tesla’s wealth growth is mainly due to the rapid expansion of its electric vehicle manufacturing business. Tesla’s share price rose about 60% this year, and the company’s market value exceeded $1 trillion for the first time in October.
futures market
China Futures: China commodity futures closed mixed, with LPG up more than 3%, coking coal and Shanghai silver up more than 1%, and iron ore and Shanghai aluminum rose slightly; Soda ash and ferrosilicon fell by more than 3%, Zheng alcohol and glass fell by more than 2%, soybean meal and second-class beans fell by more than 1%, and pigs and corn fell slightly.
International Futures: oil prices in New York rose on the 3rd. The price of New York light crude oil futures for February delivery rose US $0.87 to close at US $76.08 a barrel. The February gold futures price, the most active trading in the gold futures market of the New York Mercantile Exchange, fell $28.5 on the 3rd from the previous trading day to close at $1800.1 an ounce, down 1.56%.
overseas index
U.S. stock market: on Monday, Eastern time, the three major indexes of U.S. stocks rose collectively. The Dow and S & P 500 reached a new closing high. As of the closing, the Dow rose 0.68%, the NASDAQ rose 0.64% and the S & P 500 rose 1.20%. On the disk, large technology stocks rose, Tesla rose more than 13%, apple, NVIDIA and Amazon rose more than 2%, and Apple’s intraday market value once exceeded $3 trillion.
European stock market: London stock market was closed for holidays on the 3rd, and the other two major European stock indexes closed higher on the same day. France Paris Stock Market CAC40 index closed at 7217.22 on the same day, up 64.19 points or 0.90% over the previous trading day; Germany’s Frankfurt DAX index closed at 16020.73, up 135.87 points or 0.86% from the previous trading day.
Asia Pacific Stock Market: Japanese stocks were closed. South Korea’s Kospi index closed up 0.37% on January 3 to close at 2988.77.
