Close Comprehensive Review
A shares :
Today's three major indexes rose slightly after falling back in the afternoon, and the Shanghai Composite Index was slightly stronger. As of the close, the Shanghai Composite Index rose 0.26%, the Shenzhen Component Index fell 0.27%, and the ChiNext Index fell 0.14%. On the market, the concept of reform of central enterprises set off a wave of limit-up . Nearly 20 stocks such as China Railway Assembly, China Railway Materials, China Material Energy Saving , Xiyi Co., Ltd., Zhongcheng Co., Ltd., Zhongcheng Co., Ltd., Hunan Tianyan , etc. hit the daily limit; TOPCon battery, solar thermal power generation and other concept sectors strengthened in the afternoon; pharmaceutical, education, hotel and catering sectors ranked among the top in the decline. More than 3,100 html stocks in the two markets fell.
CICC Securities pointed out that with the realization of several major positive factors in the previous period, the market has recently shifted from rebound to volatile. Looking at the end of the year, the next important catalytic point of the market at the end of the year is the main policy line at the end of the year. From the past cases, we mainly pay attention to three points: 1. On the theme of the Central Economic Work Conference , the main focus is on reform when the economic recovery is recovered, and when the economy is weak, the main focus is on stabilizing growth; 2. When the Work Economic Conference mentions " Steady Growth ", the subsequent infrastructure growth rate may follow up; 3. Before and after the Central Economic Work Conference in recent years, the market is mainly stable and no longer has big ups and downs.
Hong Kong stocks :
Hong Kong stocks three major indexes rose across the board. As of the close, Hang Seng Index rose 0.57%, the red chip index rose 0.77%, and the state-owned enterprise index rose 0.74%. Hang Seng Technology Index rose 1.13%, the Chinese character and state-owned enterprise reform concept stock continued to make efforts, China Aluminum International rose nearly 25%, China General Nuclear Corporation New Energy rose 15.5%, Datang Power Generation rose 4.9%, and China Railway Construction rose more than 4%. Internet technology stocks strengthened, Kuaishou rose by more than 5%, JD.com rose by 3.2%, and Alibaba rose by more than 3%. The pharmaceutical sector fell, with CanSino Biologics falling nearly 14%, Kaituo Pharmaceutical falling 7.3%, and Fosun Pharmaceutical falling 3.8%.
Asia Pacific stock market:
Nikkei 225 index rose 0.61%, South Korea KOSPI index rose 0.53%.
numbers say A shares:
1, transaction volume in the two markets was 4830.48 billion yuan.
2, northbound funds totaled net purchases of 1.565 billion yuan, of which Shanghai Stock Connect net purchases of 2.511 billion yuan, and Shenzhen Stock Connect Net sells of 946 million yuan. The transaction amount of northbound funds was 91.183 billion yuan, accounting for 10.98% of the total A-share transaction volume, and the trading activity increased by 5.95%.
Hot Topics
1, "Second Arrow" expands the first batch of private real estate companies to land
According to the Traders Association, on November 23, China Bond Enhancement Company issued a credit enhancement letter to three private real estate companies, Longfor Group, Midea Real Estate, and Jinhui Group, . It plans to support the three companies to issue 2 billion yuan, 1.5 billion yuan and 1.2 billion yuan in medium-term notes respectively, and will provide continuous credit enhancement services according to corporate needs. In the early stage, the Traders Association organized China Bonds to promote bonds by supporting private real estate companies in credit enhancement in accordance with the principles of marketization and rule of law, completed more than ten credit enhancement projects, and established a risk firewall between the insured real estate companies and relatively healthy real estate companies to promote the improvement of market expectations and achieve positive results. After the "Second Arrow" was postponed and expanded, the "Second Arrow" work for private real estate companies to increase their credit will be included in the "Second Arrow" to coordinate the issuance of bonds. Up to now, China Bond Enhancement Company has received nearly 100 private real estate companies' credit enhancement business intentions through public business emails, and is actively promoting business development in accordance with relevant mechanisms.
2. Ministry of Industry and Information Technology: Promote the innovative development of intelligent manufacturing equipment, industrial software, and system solutions
On November 23, the 2022 World Intelligent Manufacturing Conference was held in Nanjing. In his speech, Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, said that the Ministry of Industry and Information Technology will adhere to the main direction of intelligent manufacturing, base itself on the actual situation of China's manufacturing industry, consolidate the foundation, improve standards, cultivate ecology, strengthen applications, and accelerate the creation of an "upgraded version" of intelligent manufacturing. Focus on building a high-efficiency innovation system, strengthen basic research, applied basic research and key technology research and development, and lead the evolution and upgrading of intelligent manufacturing.Focus on building a high-level industrial system, promote the innovative development of intelligent manufacturing equipment, industrial software, and system solutions, and strengthen the construction of digital infrastructure such as 5G, artificial intelligence , and industrial Internet. Focus on forming a high-standard application system, continue to carry out pilot demonstration actions for intelligent manufacturing, build more smart factories and smart supply chain , accelerate the digital transformation of for small and medium-sized enterprises, and encourage the construction of a pilot zone for intelligent manufacturing. Focus on building a high-level guarantee system, focus on landmark products, backbone enterprises, talents and industrial clusters, optimize the intelligent manufacturing promotion system, implement the intelligent manufacturing partner plan, and carry out multi-level and cross-field exchanges and cooperation.
3. The sales revenue of the Chinese game market in October exceeded 19.7 billion yuan for the first time in 6 months positive growth compared with
November 23, gamma data released the "October 2022 Game Industry Report". Data shows that in October 2022, the actual sales revenue of China's game market was 19.768 billion yuan, an increase of the first month-on-month in the past six months, a year-on-year decrease of 18.10%. Among them, the actual sales revenue of the mobile game market was 13.555 billion yuan, turning from negative to positive month-on-month. The payment time this month has become longer, and the 7-day National Day holiday has led to an increase in user activity time; the flow of mobile game products is generally higher than last month, and the top mobile products " Naruto " and "Rutu Nobunaga" have brought more increments.
4, Shanghai Data Exchange Explore the establishment of the international board. The first digital commerce association in the country will be unveiled.
2022 Global Digital commerce Conference will open in Shanghai on November 25. A series of hard-core measures to promote data circulation and transactions are expected to be introduced during the conference. During the meeting, global leading companies such as OCEANTOMO will sign a contract with the Shanghai Data Exchange for international digital business cooperation. In order to better benchmark and participate in CPTPP and DEPA, we will explore the establishment of the International Board of the Digital Exchange in the future. The conference will also initiate the Pujiang Consensus on Digital Assets and issue a batch of digital assets in a concentrated manner. The first digital commerce association in the country will also be unveiled.
5. Shanghai: In 2025, the scale of the hydrogen energy industry chain exceeded 100 billion
On November 23, Wu Jincheng, director of the Shanghai Economic and Information Technology Committee, introduced that Shanghai will make every effort to build a future energy industry cluster. For energy security and sustainable development, will be guided by core breakthroughs and pioneering demonstrations, and promote breakthroughs and industrialization of advanced nuclear energy, new energy storage and other technologies. He introduced that in the field of hydrogen energy, Shanghai plans to build about 470 hydrogen refueling stations of various types by 2025, and build 3 to 5 world-class innovative R&D platforms. The number of fuel cell vehicles in has exceeded 10,000, and the scale of the hydrogen energy industry chain has exceeded 100 billion yuan.
6, Beijing Stock Exchange : Open up various channels for entering the market to increase investor activity
Beijing Stock Exchange Chairman Zhou Guihua said when attending the 2022 Financial Street Forum that he supports and guides various asset management institutions to innovate investment products based on the Beijing Stock Exchange, open up various channels for entering the market to allow more investors to share the growth of small and medium-sized enterprises dividends . Continue to build an efficient and transparent trading mechanism arrangement, implement margin financing and securities lending systems, launch hybrid market making transactions, continuously optimize securities trading fee arrangements, reduce transaction costs , and enhance investor activity. Improve the investor service system, increase the supply of investment education products, strengthen investor communication, and allow investors to better understand and become more familiar with the Beijing Stock Exchange market. Strengthen investor protection, "zero tolerance" crack down on illegal and irregular behaviors of securities , maintain an open, fair and just market order, and continuously purify the market environment.
Company News
1, Molding Technology : Suspected of illegal disclosure of information and regulations, the China Securities Regulatory Commission decided to investigate the company
Molding Technology (000700) announced on the evening of November 23 that due to the company's suspected illegal and irregular information disclosure, in accordance with the " Securities Law of the People's Republic of China ", " Administrative Penalty Law of the People's Republic of China ", and other laws and regulations, China Securities Regulatory Commission decided to investigate the company.
2, Fengfan Co., Ltd. : Winning the bid for 145 million yuan of State Grid procurement project
Fengfan Co., Ltd. (601700) announced on the evening of November 23 that in the 23rd batch of ultra-high voltage project procurement in State Grid Co., Ltd. 2022 (Wuhan- Nanchang and other engineering line materials bidding and procurement), the company was the winner of Package 2. The winning amount of the above-mentioned bid package is approximately RMB 145 million, accounting for about 4.53% of the company's audited operating income in 2021.
3, Huada New Materials: It plans to invest 2.129 billion yuan in high-performance metal decorative panels construction project
Huada New Materials (605158) announced on the evening of November 23 that it will terminate the cooperation intention to invest in the construction of a high-performance 1.6 million tons of high-performance 1.6 million tons of high-performance 1.6 million tons of high-performance 1.6 million tons of high-performance 1.6 million tons of district in Changkou New District, Fuyang Economic and Technological Development Zone, Hangzhou City, Zhejiang Province. In addition, it is planned to use wholly-owned subsidiary Nantong Huada New Materials as the main body of the project to invest in the construction of a "one year-round high-performance metal decorative panel construction project". It is estimated that the total investment in of project will be 2.129 billion yuan, with a construction period of 2 years.
4. Xinrui Technology: Signed a strategic cooperation framework agreement with Jiehe Hydrogen Technology
Xinrui Technology (300745) announced on the evening of November 23 that the company signed a "Strategic Cooperation Framework Agreement" with Jiehe Hydrogen Technology. The two parties reached strategic cooperation in the research and development and research of key components of fuel cell , large-scale promotion of automotive fuel cell products, demonstration application of non-automatic fuel cell products, and scientific and technological project application.
