Macro news
1. The General Secretary of the Communist Party of China and the Chairman of the Military Commission emphasized during a recent inspection in Shanghai that Shanghai should completely, accurately and comprehensively implement the new development concept, focus on promoting high-quality development and building a new development pattern, and focus on the important mission of building an international economic center, a financial center, a first-class center, a shipping center, and a scientific and technological innovation center. Actively take action, accelerate the construction of a modern socialist international metropolis with world influence, and give full play to the leading and exemplary role in promoting Chinese-style modernization.
On the 1st of the month, the executive meeting studied and clarified a number of measures to accelerate the integrated development of domestic and foreign trade, and proposed to promote the same line, same standard and same quality of domestic and foreign trade products, focus on enterprise needs and market feedback, timely optimize policies, and implement relevant financial support policies.
3. [Pan Gongsheng, Governor of the People's Bank of China: If necessary, provide emergency liquidity support to areas with relatively heavy debt burdens] Pan Gongsheng, Governor of the People's Bank of China, said that he will cooperate with relevant departments and a small number of provinces with relatively concentrated high-risk institutions to formulate and implement a reform plan for small and medium-sized banks, and provide emergency liquidity support to areas with relatively heavy debt burdens if necessary.
On the 3rd, Li Yunze, director of the State Administration of Financial Supervision and Administration, said that he would adhere to the goal-oriented and problem-oriented, resolutely fight a tough and protracted battle, and focus on accelerating the reform of small and medium-sized financial institutions. We will focus on strong supervision and strict supervision, resolutely achieve "long teeth and thorns", and continue to improve the forward-looking, accurate, effective and collaborative nature of supervision.
Industry news
1. China Guoxin Holdings Co., Ltd. announced on December 1 that its Guoxin Investment increased its holdings in the CSI Guoxin Central Enterprises Technology Index on the same day, and will continue to increase its holdings in the future. It is reported that Guoxin may continue to increase its holdings every day in the next week.
2. According to the **December 1**, the United States issued a proposed new rule on the tax relief of electric vehicles on the same day, explaining what kind of electric vehicles are eligible for tax relief treatment, and restricting electric vehicle manufacturers from China or other competitor countries to purchase battery materials.
3. A number of bankers said that at present, commercial banks have not received any whitelist-related documents. Some bank practitioners also said that the regulator did draft a white list of enterprises involved in housing loans, but this list is more of a reference.
4. Mi Feng, spokesman of the National Health Commission, said that according to monitoring, the current epidemic of acute respiratory diseases are all caused by known pathogens, and there are corresponding mature methods, and no new infectious diseases caused by new viruses or bacteria have been found.
5. Cui Dongshu, Secretary-General of the Passenger Association, said that the trend of new energy vehicles in the world will be stable in 2023, and the sales of new energy passenger vehicles from January to October this year will reach 11.2 million units, a year-on-year increase of 41%;In October, it reached 1.34 million units, up 33% year-on-year.
On the 1st of the month, the main lithium carbonate ** contract hit the intraday limit, and the intraday decline reached 697%, a new low since listing. Compared to the benchmark price of the listing 2460,000 tons, the largest decline in the last four months is about 58%.
7. According to wind data, a total of 136 new ** were issued in November, with an issuance share of 13109.7 billion copies, back to the 100 billion level, and a new high since April this year.
8. PetroChina Changqing Oilfield announced on December 1 that after two years of exploration, PetroChina Changqing Oilfield has discovered a large oilfield with geological reserves of over 100 million tons in Hongde area, Huanxian County, Gansu Province, opening up a new field of oil exploration and development in the western part of the Ordos Basin.
9. Following a series of combinations such as the relaxation of purchase restrictions and the optimization of the VAT exemption period, the first-hand and second-hand property market in Guangzhou is in a state of differentiation. In November, the second-hand housing transaction exceeded 10,000 units, setting the second highest level in the year, and the new housing market was slowed down and the preferential efforts were not in place, resulting in a large number of new housing customers being "siphoned" by second-hand housing.
10. [In November, the scale of new public offerings returned to the level of 100 billion] Wind data shows that based on the date of establishment, a total of 136 new ** were issued in November, with an issuance share of 13109.7 billion copies, back to the 100 billion level, and a new high since April this year. It is worth noting that among them, the issuance scale of bonds** accounts for more than eighty percent. Some analysts believe that behind this is the preference of funds for safe-haven attributes.
11. [The gold price of domestic pure gold jewelry reached 625 yuan grams, reaching a high level in the year] It was learned from the ** jewelry brands Chow Tai Fook, Luk Fook Jewelry, Chao Hongji, and Chow Sang Sang that the gold price of its pure gold jewelry reached 625 yuan grams on December 3, reaching a high level in the year. Compared with 10 days ago, the gold price of pure gold jewelry of Chow Tai Fook, Luk Fook Jewellery and Chao Hongji brand (606 yuan on November 23)**314%。
12. [From December 5, the fuel surcharge for air tickets will be reduced by up to 20 yuan per ticket] From December 5, 2023 (the date of ticket issuance), ** passengers will be charged a fuel surcharge of 50 yuan per passenger on routes below 800 kilometers (inclusive), and a fuel surcharge of 90 yuan per passenger on routes above 800 kilometers. Compared with before the adjustment, it was reduced by 10 yuan and 20 yuan respectively.
13. [Shenzhen Housing and Urban-Rural Development Bureau: Second-hand residential buildings out of the tail** Last month's transaction volume hit a new high in nearly 7 months] According to the Shenzhen Municipal Bureau of Housing and Urban-Rural Development, 2,773 first-hand residential units were traded in Shenzhen in November, +45%, +7% YoY;3,133 second-hand residential units were traded in the city, +12 month-on-month9%, +44 YoY5%。In November, the transaction volume of first-hand residential properties in Shenzhen hit a new high in nearly five months, and the transaction volume of second-hand residential properties hit a new high in seven months. From the perspective of the market as a whole, the whole city.
1. The total transaction volume of second-hand residential buildings continued to rise after the low level of the month, and the data in November approached 6,000 units, and the end of the year rose slightly.
Company News
1. JAC announced that it signed the "Intelligent New Energy Vehicle Cooperation Agreement" with Huawei terminals. JAC Motors agrees that Huawei terminals or its designated third parties will exclusively provide sales services for cooperative models worldwide.
2. BYD announced that the sales of passenger cars in November were 301378, a year-on-year increase of 31%.
3. Livzon Group announced that the recombinant novel coronavirus fusion protein bivalent vaccine (CHO cell) was included in the emergency use.
4. *ST Zuojiang announced that the company received the "Notice of Case Filing of the China ** Regulatory Commission" issued by the China Securities Regulatory Commission on December 1, and the CSRC decided to file a case against the company due to suspected violations of information disclosure laws and regulations.
5. CanSino announced that the new crown XBB. for inhalation1.The vaccine with 5 variants was approved for emergency use.
6. Genvict said that the company is a partner of Huawei's HarmonyOS ecosystem in the field of smart transportation.
7. Zowee Technology announced that the actual controller Xia Chuanwu was arrested by the Shenzhen Municipal Public Security Bureau on December 1 on suspicion of insider trading and market manipulation.
8. Xinyada announced that the company has no artificial intelligence generation related products and businesses.
9. [Tencent** responds to "APP collapsed": there is a short-term technical problem and is stepping up to repair] Tencent**'s official Weibo posted on the evening of the 3rd that Tencent** has a short-term technical problem and is stepping up repair, and various functions are gradually recovering.
Global Markets
1. The three major U.S. stock indexes collectively closed up on Friday, and the Dow rose 082%, last week cumulative **242%, the Nasdaq rose 055%, last week's cumulative **038%, the S&P 500 rose 059%, last week's cumulative **077%, of which the Dow and S&P 500 have hit new highs this year. Popular technology stocks were mixed, with Arm rising nearly 4% to hit a record high, Apple and Amazon slightly, Intel falling more than 2%, and Microsoft falling more than 1%.
2. Last Friday (December 1), local time, Federal Reserve Chairman Jerome Powell said that policymakers would be cautious about future monetary policy decisions, and he refuted speculation that the Fed would cut interest rates in the first half of next year and reserved the option of further interest rate hikes.
3. Comex*** stood at the $2,150 ounce mark, and the spot rose to $2,144 ounces, both of which continued to hit record highs.