1. The General Office issued the "Several Measures to Accelerate the Integrated Development of Domestic and Foreign Trade" to support foreign trade enterprises to expand the domestic market and organize a series of activities for domestic sales of foreign trade products. Support domestic trade enterprises to use cross-border e-commerce, market procurement, etc. to open up the international market. Deepen the pilot project of domestic and foreign trade integration, and encourage the increase of reform and innovation related to the integration of domestic and foreign trade. Cultivate domestic and foreign trade integration enterprises, support the core enterprises of the first chain to drive upstream and downstream enterprises to develop domestic and international markets. We will increase fiscal and financial support, implement relevant financial support policies, and actively support the integrated development of domestic and foreign trade.
2. On Monday, the A-share "V-shaped"** released a blockbuster signal. There are three very obvious characteristics behind it: first, the brokerage stocks are strong, but the others are not falling as usualSecond, the central enterprise science and technology ETF has significantly increased. The index ** before a significant volume, the same day Guoxin Holdings announced the entry of "** three northbound funds in the afternoon suddenly "turned", a net outflow of nearly 10 billion yuan in the morning, a significant return of funds in the afternoon, a net sale of 32 throughout the day5.9 billion yuan.
3. The Ministry of Industry and Information Technology, the Ministry of Finance, and the State Administration of Taxation issued an announcement to significantly revise the technical requirements for new energy vehicle products that are currently exempted from purchase tax, including a number of indicators including vehicle energy consumption and driving mileage, which is the first major revision since 2017. The new technical requirements add the technical index requirements for low-temperature mileage attenuation, and clarify the relevant requirements for battery swap mode models. From June 1 next year, models that do not meet the technical requirements will be withdrawn from the "Tax Reduction and Exemption Catalogue".
1. A-share "Jedi counterattack", brokerages sounded the horn, the concept of AI broke out again, and the media sector performed strongly, with nearly 4,000 shares in the market. As of **, the Shanghai Composite Index **074% at 2991At 44 points, the Shenzhen Component Index rose 082%, the GEM index rose 125%, the Beijing Stock Exchange 50 Index fell 335%, science and technology 50 rose 118%, the SSE 50 rose 048%, SZSE 50 rose 060%, Wind All A rose 088%, Wind Micro Cap Index rose 108%, Wind Shuangchuang rose 123%。The turnover of A-shares was 922.9 billion yuan, and the net selling of northbound funds was 325.9 billion yuan, Changan Automobile was net sold 50.8 billion yuan is the most, and Yangtze River Power has a net of **21.9 billion yuan topped the list.
2. Hong Kong's Hang Seng Index closed down 081% at 16201At 49 points, the Hang Seng Tech Index fell 106%, the Hang Seng China Enterprises Index fell 117%。Consumer and technology stocks weakened, Li Ning Group fell more than 14% to lead the blue chips, and the company said that "HK$2.2 billion Hong Kong dollar property purchase" is an international strategic layout. Most of the domestic real estate stocks **, Sunac China fell nearly 9%. Kingdee International rose 8% against the market and received a strategic investment of US$200 million from the Qatar Investment Authority. The market turnover is 987HK$2.8 billion, with a net **55 southbound fundsHK$9.4 billion, with a net of HK$30HK$0.2 billion topped the list, and Tencent Holdings was net sold by 1HK$9.1 billion is the most. The Taiwan Weighted Index closed up 020% at 1741834 points.
3. The Shenzhen Stock Exchange and the Saudi Exchange Group signed a memorandum of cooperation, under which the two sides will jointly study and promote cooperation in indexes, ** and REITs, study and explore ETF interoperability and cross-listing of listed companies, promote the participation of market entities of both sides in cross-border investment, and further promote the connection and integration of the capital markets of China and Saudi Arabia.
4. Under the main tone of comprehensively strengthening supervision and preventing and resolving risks, according to wind statistics, in the 100 days since the beginning of September, 43 A-share listed companies have been investigated by the CSRC. A series of key cases that affect the smooth operation of the market and infringe on the legitimate rights and interests of investors such as violations, hot spots, and flickering repurchases have been included. At the same time, judging from the newly released punishment results, the characteristics of increased law enforcement efforts and improved investigation and punishment efficiency by regulatory authorities have gradually become distinct.
Since then, the overall performance of the A** field has been sluggish. However, as valuations have entered historically low levels, multiple factors affecting A-shares are gradually improving. Judging from the annual strategy disclosed by brokerage institutions a few days ago, institutions are more optimistic about A-shares in 2024, and the improvement of macro factors and the repair of corporate earnings make the opportunities in 2024 more prominent.
6. A number of private equity bigwigs expressed their views on the market. Lin Yuan, chairman of Lin Yuan Investment, recently said on a number of public occasions that he is firmly optimistic about the investment opportunities in the bottom area of the current market. Banxia Investment Li Bei is also very optimistic about the current situation, saying that it is a once-in-20-year opportunity, decisively improving, and willing to bear certain fluctuations and drawdowns.
7. Up to now, 22 A-share listed companies have disclosed their 2023 annual performance forecasts, of which nearly 4 percent are promising. From the perspective of the industry, the computer, communication and other electronic equipment manufacturing, electricity, heat production and ** industry, pharmaceutical manufacturing and other listed companies in the net profit growth rate, the industry recovery to boost the performance of related companies.
8. Wind data shows that as of now, 14 ** have failed to be issued this year. In addition, this year, more than 180 ** announced the extension of the fundraising period, and the individual ** fundraising period was "delayed again and again". In the eyes of industry insiders, since the beginning of this year, the secondary market has continued to be the best, and investors are not confident and have a wait-and-see attitude towards the market. However, for long-term and rational investors, this is a time period to pay attention to and continue to select high-quality**. Institutions have also expressed their optimism about the equity market next year. With the steady recovery of China's economy, the public offering market will gradually improve.
1. The State Administration of Financial Supervision solicited opinions on the "Implementation Measures for the Discretion of Administrative Penalties (Draft for Comments)". The Measures require strict regulation of law enforcement behaviors, refinement of discretionary orders and applicable circumstances;Clarify the basic connotations of mitigated, lighter, moderate, and heavier punishments, and standardize the standards for the application of fines and confiscation of unlawful gains.
2. The first batch of two SZSE 50 ETFs officially landed on the A** market on December 11, with stable performance, with a full-day turnover of more than 800 million yuan, and a turnover rate of more than 34%, indicating a high market heat. On the day of the listing of the two ETFs, E Fund and Wells Fargo** quickly reported to the SZSE 50 ETF connection**.
3. The number of second-hand houses for sale in Shenzhen is approaching 60,000 units. According to data released by the Shenzhen Real Estate Agents Association, the transaction volume of second-hand houses in Shenzhen continued to exceed 1,000 units last week, and although the growth rate of sales slowed down, the number reached a new high, reaching 59,325 units.
4. Wuhan adjusted the settlement policy, and for the conditions for housing purchase and settlement, canceled the restrictions on "first-time transaction commercial housing" and the area and amount of housing purchased, and further optimized the points entry policy.
5. The Ministry of Industry and Information Technology said that comprehensively promoting the green development of industry is an inherent requirement for promoting new industrialization, and it is necessary to promote the formation of a green transformation and upgrading of traditional industries, the green high-starting point development of strategic emerging industries, and the echelon development pattern of forward-looking layout of future industries, and put the acceleration of environmental protection equipment manufacturing in the overall situation of the modern industrial system.
6. The National Department of Industry recently organized a symposium on accelerating the development and construction of mineral resources projects, and listened to the progress reports of industry associations and mining enterprises on key mineral resources development projects. In 2024, the Ministry of Finance and the Ministry of Natural Resources will continue to support the ecological restoration demonstration project of historical abandoned mines.
Domestic automobile production reached a new high in the month, with sales increasing by more than 27%, and the production and sales of new energy vehicles exceeded one million units. According to data released by the China Association of Automobile Manufacturers, domestic automobile production and sales in November were 30930,000 and 2.97 million units, an increase of 29 y/y4% and 274%。Among them, the production and sales of new energy vehicles were 10740,000 and 10260,000 units, up 392% and 30%, with a market share of 345%。The China Automobile Association judged that this year's domestic automobile production and sales are expected to create a record high, exceeding expectations to complete the annual target.
8. Huawei announced that it will hold a new OceanProtect data protection product launch conference on December 20 to launch the OceanProtect data protection strategy and new products.
1. The Ministry of Human Resources and Social Security has launched a series of policy measures to promote the private economy to become bigger, better and stronger, and actively promote the high-quality development of the private economy. The Ministry of Human Resources and Social Security requires that the employment and entrepreneurship services of private enterprises be optimized, and various enterprise-related support policies should be comprehensively used to support private enterprises to stabilize and expand their posts, and to support the entrepreneurial development of private enterprises.
2. The State-owned Assets Supervision and Administration Commission said that the leaders of five enterprises, including China Unicom, China Aero Engine Group, China Grain Reserve Management Group, China COSCO Shipping Group and China North Industries Group, have been adjusted.
3. According to Yicai, the state has recently introduced a new PPP mechanism, making major adjustments to the PPP model, and non-compliant projects will face rectification. Statistics show that there are 613 projects that may not meet the conditions for private enterprises to participate in the new PPP mechanism, involving a project investment scale of about 299.4 billion yuan, and the geographical distribution is mainly in Sichuan, Guizhou and other places.
1. The three major U.S. stock indexes closed up slightly, and the Dow rose 043% at 36404At 93 points, the S&P 500 rose 039% at 4622At 44 points, the Nasdaq rose 02% at 1443249 points. Intel rose 431%, Honeywell International rose 297%, leading the Dow. Wind's U.S. Tamama Technology Index fell 128%, Facebook fell 224%, Tesla fell 168%。Chinese concept stocks are generally **, and Shengmei Semiconductor rose 781%, Gaotu Group rose 58%。
2. The three major European stock indexes were mixed, and the German DAX index rose 021% at 16794At 43 points, the French CAC40 index rose 033% at 7551At 53 points, the British FTSE 100 index fell 013% at 754489 points.
3. Most of the Asia-Pacific ** closed up. South Korea's Kospi rose 030% at 252536 points;The Nikkei 225 rose 150% at 3279180 o'clock;India's sensex30 index rose 015% at 6992853 points, a new high;Australia's S&P 200 index rose 006% at 7199 points;New Zealand's NZX50 index fell 040% at 1144947 points.
4. The international market generally closed down, and the comex fell 084% in 1997$6 an ounce, comex*** down 063% to 23$13 oz.
5. International oil prices are slightly **, and the U.S. oil contract in January next year rose 024% to 71$40 barrel. The oil contract for February next year rose 028% to 7605 USD barrel.
6. The current round of Palestinian-Israeli conflict has resulted in more than 1 on both sides960,000 people died. Of these, 18,205 people have been killed and 49,645 injured as a result of Israeli attacks on the Gaza Strip. In the West Bank, 275 people have been killed and 3,300 injured. The Israeli side has lost about 1,200 people killed in this round of clashes.
7. Goldman Sachs suddenly "changed its tune" in the latest report, expecting the Federal Reserve to cut interest rates twice in 2024, and the first rate cut will be in the third quarter. Goldman Sachs had expected the Fed to cut interest rates for the first time in December 2024.
Poly Development: It is planned to repurchase shares with 1 billion yuan to 2 billion yuan, and the repurchase ** will not exceed 15$19 shares. At the same time, Poly Group, the actual controller of the company, plans to increase its holdings of the company's A shares through centralized bidding transactions in the next 12 months, with an increase of no less than 2500 million yuan, no more than 500 million yuan, no more than 15 million yuan$19 shares.
Tongce Medical: It is proposed to take 225960,000 yuan **, acquisition of 42% equity of Loudi Dental;And immediately after the equity transfer, Loudi Dental to 9881.63 million yuan for capital increase. After the completion of the equity acquisition and capital increase, the company will hold 51% of the equity of Loudi Dental.
Tonghua Dongbao: GLP-1 GIP dual-target receptor agonist (THDBH120 for injection) was approved for clinical trial.
Zitian Technology replied to the inquiry letter that the company's existing procurement servers are cloud storage servers, which do not involve computing power servers.
The main capital movement of the previous trading day
On the previous trading day, the top 10 net sellers of margin trading** and net selling**
The amount of the previous trading day's Stock Connect
*: wind information).
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