Original title: The IPO review standards of the Beijing Stock Exchange will be tightenedOfficial responseAMD launched a blockbuster AI chip to challenge NVIDIA;Wang Jianlin plans to "let go" of Wanda Film's control;The new chairman of Guotai Junan has decided
The Ministry of Finance issued a letter on soliciting opinions from the public on the Measures for the Administration of Domestic Investment in the National Social Security (Draft for Comments). It is mentioned that at present, the maximum investment ratio of ** class and equity assets can reach 40% and 30% respectively, which further improves the flexibility of national social security investment and is conducive to continuing to support the development of the capital market.
Jin Zhuanglong, Minister of Industry and Information Technology, met with the Minister of Industry, Commerce and Financial Affairs of Denmark Morten Boskov for in-depth exchanges on cooperation in the field of green maritime technology and shipbuilding industry, and signed the Memorandum of Understanding between the Ministry of Industry and Information Technology of the People's Republic of China and the Ministry of Industry, Commerce and Financial Affairs of the Kingdom of Denmark on Cooperation in the Field of Green Maritime Technology and Shipbuilding Industry.
China's Customs Tariff Commission announced on the 6th that from December 25, 2023, China will implement zero tariff on 98% of products originating in 6 least developed countries, including Angola, Gambia, Congo (DRC), Madagascar, Mali, and Mauritania.
On the 6th, the central bank launched a 7-day reverse repurchase operation of 240 billion yuan in the form of interest rate bidding. On the same day, 438 billion yuan of reverse repurchase expired, so a net withdrawal of 198 billion yuan was realized.
Wanda Film announced that Wang Jianlin, the company's indirect controlling shareholder, intends to transfer 51% of the company's controlling shareholder, Beijing Wanda Investment, to Shanghai Ruyi Investment Management
It was learned from a person close to the subsidiary of BESTORE that Guangyuan Juyi, a wholly-owned subsidiary of BESTORE, formally filed a lawsuit with the people's court on November 27 because the invested company Zhao Yiming Food deliberately concealed major matters during the cooperation period between the two parties, damaging the right of minority shareholders to know. At present, the court has accepted the case. Previously, Guangyuan Juyi transferred its 3% stake in Yichun Zhao Yiming Food, which is expected to generate an investment income of about 60 million, which was only about half a year after Guangyuan Juyi invested in Zhao Yiming Food.
BYD announced at noon on the 6th that Wang Chuanfu, the actual controller, chairman and president of the company, proposed to repurchase part of the company's A shares, with a total repurchase fund of 200 million yuan.
Guotai Junan announced that after the resolution of the board of directors, it agreed to nominate Zhu Jian as a candidate for the sixth board of directors and submit it to the company's third extraordinary general meeting of shareholders in 2023 for election, and agreed that Zhu Jian will serve as the chairman of the company's sixth board of directors and the chairman of the strategy and ESG committee of the board of directors after officially serving as a director of the company.
It is reported that ByteDance will buy back $5 billion worth of options from investors, and its IPO plan has not yet been determined. According to a source who spoke on condition of anonymity, the buyback** is $160 per share, corresponding to a valuation of about $268 billion. This is about 10% lower than the valuation at the time of the shareholder buyback in September 2022. So far, ByteDance has not responded to this.
Dongan Power staged the "Sky Floor" on the 6th, with a turnover of 286 billion yuan, with a turnover rate of 3310%。According to the data of the Dragon and Tiger List, the top five buyers are all "base camp" seats.
On the morning of December 6, 2023, CITIC Group held a cadre meeting. The relevant responsible comrades of the Organization Department announced the decision: Comrade Xi Guohua was appointed Secretary of the Party Committee of CITIC Group.
In response to the recent online news about "Himalaya layoffs of 30% across the board", Himalaya Company responded that the relevant layoff information is not true, but it is just a normal personnel replacement, and Ximaya is still recruiting normally to introduce outstanding talents in various fields.
Tianyancha APP shows that Avon (China)** has recently undergone industrial and commercial changes, and the registered capital has increased from 1679$50,000 to $4,18670,000 US dollars, an increase of about 14928%。
The three major A-share stock indexes diverged on the 6th, and the new energy sector recovered, driving the ** index to be relatively strong. As of **, the Shanghai Composite Index fell 011%;The Shenzhen Component Index rose 066%;The GEM index rose 058%。The lithium battery sector led the gains, the aquaculture and media sectors all led the gains, and the hotel catering, port shipping, and traditional Chinese medicine sectors fell first.
Northbound funds were net **23 on the 6th4.2 billion yuan, ending net selling for 3 consecutive days. Tianqi Lithium, Mindray Medical, and CATL respectively received a net **2700 million yuan, 21.9 billion yuan, 18.6 billion yuan. Kunlun Wanwei had the highest net selling amount, with an amount of 46.5 billion yuan.
The Hang Seng Index closed up 083%, ending the previous three consecutive declines, the Hang Seng Technology Index rose 176%, ending a six-game losing streak. The technology, consumer and electronics sectors picked up, and AI and games strengthened. Most auto stocks, NIO rose nearly 5%, and BYD shares rose nearly 3%. The minimally invasive department weakened, and minimally invasive medical fell nearly 25%.
Southbound funds were significantly net **56 on the 6thHK$100 million. Tracker**, Southern Hang Seng Technology, and Meituan-W respectively achieved a net of **18HK$7.3 billion, HK$6HK$9.8 billion, HK$5HK$3.2 billion. Tencent Holdings was the largest net seller, with an amount of 3HK$3.6 billion.
On December 6, Essence ** 2024 annual strategy meeting was held in Shanghai. Looking forward to the A** field, chief strategy analyst Lin Rongxiong judged that the ** index will move forward in twists and turns in 2024, and the rhythm tends to be "N-shaped", and the technology explosive products worth looking forward to in 2024 may be concentrated in TMT, medicine and other fields, and the secondary focus is on technology catalysis and technological mutations.
Recently, some people have released information that the review of public offerings on the Beijing Stock Exchange will be tightened, the companies to be declared will raise their standards, and some companies under review will be dissuaded. In this regard, the relevant person in charge of the Beijing Stock Exchange responded that the above rumors are untrue, and the review standards and regulatory requirements of the public offering of the Beijing Stock Exchange have not changed.
The results of 10 billion private placements in November were released. According to the data, the products of Oriental Harbor, which is helmed by Dan Bin, achieved 15The average rate of return of 06% ranks first in the list of 10 billion private placements. Xinhong Tianhe, Shanghai Wenbo Investment, Shanghai Kuande and so on followed, with a performance of more than 10% since the beginning of this year. However, since the beginning of this year, the performance of tens of billions of private placements has been significantly differentiated, with a difference of more than 37 percentage points. 13 10 billion private placements have lost double digits during the year, and many 10 billion private placements have lost more than 15% this year, and some even exceed 20%.
The first batch of Beijing Stock Exchange themes** entered the second two-year closed period. As of 15 o'clock on December 6, the first batch of Beijing Stock Exchange theme**-related purchase conversion channels have been closed. The second lockdown period will begin on December 7. During the closure period, the relevant ** will no longer handle the subscription, redemption, and conversion business.
The state announced the list of the first batch of carbon peak pilots, and identified 25 cities including Zhangjiakou City and 10 parks including Changzhi High-tech Industrial Development Zone as the first batch of carbon peak pilot cities and parks.
It was learned from the carbon neutrality press conference of the Hangzhou Asian Games and the Asian Para Games that after accounting and evaluation certification, the Hangzhou Asian Games and the Asian Para Games emitted a total of 88 greenhouse gases290,000 tons, using green electricity to reduce greenhouse gas emissions 2200,000 tons, and the carbon offset index of receiving social donations is 109990,000 tons, achieving carbon neutrality for the first time in the history of the Asian Games and Asian Para Games.
According to data released by the China Federation of Logistics and Purchasing on the 6th, the global manufacturing PMI in November 2023 was 48%, a slight increase of 02 percentage points, running below 50% for 14 consecutive months, the downward trend of global economic weakness has not changed.
According to the National Energy Administration, Shandong Rongcheng Shidaowan High-temperature Gas-cooled Reactor Nuclear Power Plant, a landmark achievement of major national science and technology projects and the world's first first-class nuclear power plant, was officially put into commercial operation. It marks that China has reached the world's leading level in the research and development and application of nuclear power technology.
On December 5, the 2023 World Intelligent Manufacturing Conference Sino-French Manufacturing Digital Intelligence Summit Forum was held in Nanjing, Jiangsu. At the meeting, the China Academy of Information and Communications Technology, together with 12 units including the China Battery Industry Association, jointly issued the "Proposal for Promoting the Construction of China's Battery Digital Passport System".
According to the Passenger Association, preliminary statistics show that the retail sales of passenger cars in November were 20620,000 units, up 25% y/y and 1% m/mThe retail sales of new energy vehicles are 7830,000 units, up 30% y/y and 2% m/m.
The three major U.S. stock indexes closed slightly lower, and the Dow fell 019% at 36054At 43 points, the S&P 500 fell 039% at 4549At 34 points, the Nasdaq fell 058% at 1414671 points.
Most of the popular Chinese concept stocks **, VNET rose 459%, Melco Resorts & Entertainment rose 377%, NIO rose 433%, Xpeng Motors rose 315%, Li Auto rose 084%。
The three major European stock indexes were all **, and the German DAX index rose 075% at 16656At 44 points, the French CAC40 index rose 066% at 7435At 99 points, the British FTSE 100 index rose 034% at 751538 points.
International oil prices**. WTI settled down 4 percent in January07% to 69$38 barrel;The settlement price of the Brent *** February contract closed down 376% at 74$30 per barrel, the first time since the end of June this year that it was below $75 per barrel.
The settlement price of COMEX in February closed up 057% at 2047$9 oz.
ADP employment in the United States increased by 10 in November30,000, an expected increase of 130,000, the fourth consecutive month less than expected, the previous value increased by 1130,000 revised to 1060,000 people. Wages of employed persons increased by 5 in November6%, which is the rate of minimum wage growth since September 2021.
The Bank of Canada maintained its benchmark overnight interest rate at 500% unchanged, in line with market expectations.
AMD released the Mi300X accelerator, calling it the highest-performing chip, a 60% improvement over Nvidia's H100 chipThe memory of the new chip is 100 of the Nvidia H2 chip4 times. In addition, the MI300 runs AI models faster than NVIDIA's competitors.
McDonald's said it plans to open 1,000 restaurants a year in China. The company sees an opportunity in the specialty beverage and coffee segments and will try ** beverage formulations in 10 brand stores.
The International Air Transport Association (IATA) said the industry's net profit is expected to reach $23.3 billion this year, nearly five times the value at the beginning of this year. Revenue is expected to grow 7% in 2024 from $896 billion this year6% to $964 billion, and net profit will rise slightly to $25.7 billion.
On the 6th local time, the Russian State Duma passed a law prohibiting communication tools, including smartphones, in primary and secondary schools. The law will come into force on September 1, 2024. According to the regulations, the use of mobile phones in Russian primary and secondary schools is allowed only for educational purposes and in emergencies.
According to the Omdia report, Meta and Microsoft bought 150,000 H100 GPUs from Nvidia, which is tied for the first place in terms of purchases. Google, Amazon, Oracle and Tencent are in third place with 50,000 H100 GPUs. The report also notes that Nvidia gives most of its GPU servers to large cloud service providers.
Amazon has announced that it will reduce the transaction fee to 5% for sellers of apparel products priced below $15 starting in January next year*Transaction fees for clothing between $15 and $20 will be reduced to 10%. The fee for both categories was previously 17 per cent.
Changan Automobile: Auto sales in November increased by 23% year-on-year01%。
Jingji Zhinong: 25.1 billion yuan.
CRRC: Signed several contracts from October to December, with a total amount of about 289900 million yuan.
Jin Xinnong: The total sales revenue of live pigs in November was 10.1 billion yuan.
Wen's shares: 449 billion yuan.
Fuda shares: in the first three quarters, it is planned to distribute a cash dividend of 0 per 10 shares$8.
Yintai **: The controlling shareholder Shandong ** increased its stake in the company by 5%.
Xu Ji Electric: Proposed 4400 million yuan to acquire 100% equity of Harbin Meter.
Vantage: It is planned to repurchase the company's shares with 100 million yuan to 200 million yuan.
Lianhong Xinke: The controlling shareholder and others promise not to ** within 6 months.
Hengtong shares: the controlling shareholder increased his holdings by 1400 million yuan shares, the implementation of the shareholding increase plan has been completed.
Huaihe Energy: Proposed 118.1 billion yuan to acquire 100% equity of Panji Power Generation Company.
Donghu High-tech: The subsidiary jointly won the bid for two expressway projects.
Onlly Education: It has completely divested the subject training business in the compulsory education stage.
Lude Environment: The proposed investment does not exceed 27.2 billion yuan to build a green biotechnology industrial base project.
Kweichow Moutai: The extraordinary general meeting of shareholders deliberated and approved the "Special Dividend Plan for Returning Shareholders".
Huitong Energy: 8400 million yuan ** 100% equity of Shanghai Lvtai.
ST Tongda: It will verify the abnormal situation of ** trading, and will suspend trading from the opening of the market on December 7.
Xing Shuaier: The controlling shareholder and actual controller of the company.
1. The chairman of the board passed away.
Chu Tianlong: 5% of the shares of Konka Group** company.
Lifang Pharmaceutical: The marketing application of doxazosin mesylate API was approved.
Ronglian Technology: Received a prior notice of administrative punishment and market ban.
Dragon Media: The company** does not belong to the concept of data elements, and the content resources are far from reaching the "massive" level.
SINOMACH GM: The company's hydrogen-free diaphragm compressor related products were introduced to the market without generating operating income.
10:00 China's November ** account (100 million yuan).
10:50 China's November account in US dollars (US$ 100 million).
14:45 Switzerland's seasonally adjusted unemployment rate for November.
15:00 UK Halifax SAQ House Price Index MoM (Nov)
15:45 France's October ** account (100 million euros).
16:00 China's foreign exchange reserves (US$ billion) in November
18:00 Eurozone Q3 GDP YoY Final.
20:30 The number of layoffs at challenger companies in the United States in November (10,000).
21:30 U.S. initial jobless claims for the week to December 2 (10,000 people).