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The 38th meeting of the Standing Committee of the 13th National People's Congress was held in Beijing from December 27 to December 30;
"Guidelines for Traditional Chinese Medicine Intervention in People with New Coronavirus Infection at Home" was issued;
State Council Joint Prevention and Control Mechanism : Make preparations for medical treatment resources;
" Communication Itinerary Card "It will be officially offline from the 13th;
Shanghai and Shenzhen North Exchanges revised the management rules of the Listing Committee Reorganization Committee;
China Settlement: 973,200 new investors were added in November, and increased by 21.21% month-on-month ;
The Ministry of Finance issued 750 billion special treasury bonds in a targeted manner;
Industrial silicon futures and options listed on December 22 and 23, 2022.
Hot Topics
1. The 38th meeting of the Standing Committee of the 13th National People's Congress was held in Beijing from December 27 to December 30. The 130th Chairman's Meeting of the Standing Committee of the 13th National People's Congress was held in the Great Hall of the People in Beijing on the morning of the 9th, chaired by Chairman Li Zhanshu. The meeting decided that the 38th meeting of the Standing Committee of the 13th National People's Congress would be held in Beijing from December 27 to 30.
2. "Guidelines for Traditional Chinese Medicine Intervention in People with New Coronavirus Infections" issued
. According to the website of the State Administration of Traditional Chinese Medicine, on December 10, the Expert Committee of the State Administration of Traditional Chinese Medicine's Traditional Chinese Medicine Epidemic Prevention and Control of the State Administration of Traditional Chinese Medicine issued the "Guidelines for Traditional Chinese Medicine Intervention in People with New Coronavirus Infections at Home". In terms of adult treatment plans, the guidelines suggest that those with symptoms such as fever, aversion to wind and cold, muscle aches, dry throat and sore throat, fatigue, nasal congestion and runny nose, or cough should take Chinese patent medicines that have the effect of relieving wind and exterior effects, such as Shufeng Jiedu Capsules (granules), Jingfang Baidu Granules, Qingfei Detox Granules, Fanhan Huashi Granules, Cold Qingre Capsules (granules), Jingfang Granules, Zheng Chaihu Yin Granules , Jiuwei Qianghuo Pills (granules), Four Seasons Cold Tablets, Cold Shufeng Capsules (sheets, granules), etc.
3. The State Council’s Joint Prevention and Control Mechanism: Make good preparations for medical treatment resources
According to the website of the National Health Commission, on the evening of December 8, the Comprehensive Group of the State Council’s Joint Prevention and Control Mechanism held a national teleconference on the prevention and control of the new crown pneumonia epidemic. The meeting emphasized that it is necessary to fully implement optimized prevention and control measures, speed up the preparation of medical treatment resources, upgrade and transform sub-designated hospitals as soon as possible, fill in and fill in the critical beds of medical institutions, fever clinics, and equipment and facilities, and open all fever clinics as much as possible, give full play to the role of the three-level urban and rural medical and health service network, improve rural treatment capabilities, and build a tiered diagnosis and treatment system for new coronavirus pneumonia. We must accelerate the vaccination of key groups such as the elderly, and orderly relocation of management and control personnel and adjustment of prevention and control resources, ensure the supply of drugs, testing reagents, and the fairness and accessibility of urban and rural areas, and ensure that the people can buy and use it.
4. The Office of the Leading Group for Logistics and Control Work of the State Council issued a notice to implement the "New Ten Measures" optimization measures
The Office of the Leading Group for Logistics and Control Work of the State Council issued the "Notice on Implementing the Ten Optimization Measures of the State Council Joint Prevention and Control Mechanism and Scientific and Accurate Transportation and Logistics Protection and Smoothness Work", and completely cancel the epidemic prevention inspection points of highways, waterways, and locks established in various places, and no longer check the negative nucleic acid test certificates and health codes of truck drivers and passengers and ship crew members. The requirements for closed-loop management of freight vehicles will be completely abolished, and localities shall not increase their investment at will to restrict the cross-regional passage of freight vehicles. The "ground inspection" of cross-regional mobile truck drivers and passengers will be completely cancelled. For employees in high-risk positions such as port transportation services, nucleic acid testing for should be carried out in accordance with the provisions of the local joint prevention and control mechanism.
5 and "Communication Travel Card" will be officially offline from the 13th. In order to thoroughly implement the decisions and arrangements of the Party Central Committee and the State Council on further optimizing the prevention and control measures of the new crown pneumonia epidemic and scientifically and accurately make prevention and control work, in accordance with the relevant requirements of the Comprehensive Group of the State Council's Joint Prevention and Control Mechanism, the "Communication Travel Card" service will be officially offline from 0:00 on December 13. The query channels such as "Communication Itinerary Card" SMS, web pages, WeChat mini programs, Alipay mini programs, APPs, etc. will be offline simultaneously.
6. China Settlement: The number of new investors in November was 973,200, an increase of 21.21% month-on-month
China Settlement Data shows that the number of new investors in November was 973,200, an increase of 21.21% month-on-month.
7, WTO ruled that US steel and aluminum tariff measures violated
"China v. US steel and aluminum 232 tariff measures" WTO dispute case expert group issued a report on the 9th, ruling that relevant US measures violated WTO rules. China appreciates the objective and impartial rulings made by the expert group. China expressed its hope that the US would respect the ruling of the expert group and the WTO rules, correct illegal measures as soon as possible, and jointly safeguard the multilateral trading system. In 2018, the US government imposed high tariffs on steel and aluminum products in many countries and regions on the grounds of maintaining national security, seriously undermining the rules-based multilateral trading system.
8, Shanghai and Shenzhen North Exchange revised the management rules of the Listing Committee Reorganization Committee
0 Shanghai and Shenzhen North Exchanges respectively solicit public opinions on the "Management Measures of the Shanghai Stock Exchange Listing Review Committee and Mergers and Acquisitions Review Committee (Draft for Comments)", "Management Measures of the Shenzhen Stock Exchange Listing Review Committee and Mergers and Acquisitions Review Committee (Draft for Comments)" and "Management Measures of the Beijing Stock Exchange Listing Committee and Mergers and Acquisitions Committee (Draft for Comments)".
Shanghai and Shenzhen North Exchanges stated that considering that the Listing Committee and the Reorganization Committee respectively perform the functions of issuance and listing review and merger and acquisition reorganization review, the gatekeeping role is becoming increasingly important and is an important part of the issuance and listing supervision force. It is necessary to put higher requirements on them in terms of political quality, professional background, and proportion of full-time and part-time personnel. To this end, based on summarizing the practical experience of reform pilot projects and in light of actual needs, the "Management Measures" and "Management Rules" draft for soliciting opinions was formulated, and the supporting systems and operating mechanisms of the Listing Committee and the Reorganization Committee were adjusted and optimized accordingly.
9. The Ministry of Finance targeted the issuance of 750 billion special treasury bonds
. According to the Ministry of Finance website on December 9, the Ministry of Finance issued a notice that in order to raise financial funds and support the development of the national economy and social undertakings, the Ministry of Finance decided to issue special treasury bonds for 2022. A relevant official from the Ministry of Finance said on the 10th that the 2022 special treasury bond is an equal rolling issuance of special treasury bonds in 2007 and will not increase the fiscal deficit.
10, industrial silicon futures and options listed on December 22 and 23, 2022
, China Securities Regulatory Commission reported that after research, the official listing and trading time of Guangzhou Futures Exchange industrial silicon futures contract is December 22, 2022, and the official listing and trading time of industrial silicon option contract is December 23, 2022.
11 and Shanghai Stock Exchange 50 stock index options trading was approved. Relevant contracts were listed on the 19th
CSRC recently agreed to China Financial Futures Exchange to conduct Shanghai Stock Exchange 50 stock index options trading. The official listing and trading time for the relevant contracts is December 19, 2022.
Topic Opportunities
1. The upgrading and transformation of medical institutions will accelerate. The peak period of equipment procurement will reach
0. Jiao Yahui, director of the Medical Administration Department of the National Health Commission, said on December 9 that the tertiary hospital comprehensive ICU must reach a ratio of 4% of the total number of beds. In addition, for each specialty ICU, capacity expansion, transformation and construction should be carried out in accordance with the standards of the comprehensive ICU. And all these expansion and transformation work require that all localities must be completed before the end of December. The health service work plan for key populations of new crown issued by the Comprehensive Group of the State Council’s Joint Prevention and Control Mechanism recently also proposed that it is necessary to strengthen the equipment equipment and upgrade and transformation of grassroots medical and health institutions; strive to increase the coverage rate to about 90% by the end of March 2023. Improve equipment configuration, including oxygen therapy equipment, etc. CICC Securities believes that a large number of new and expansion projects have been launched across the country, with a total investment of more than 100 billion yuan. The construction of hospitals has brought demand for medical equipment. It is expected that domestic demand for medical equipment and other medical equipment will continue to be strong in the next 3-5 years. You can pay attention to Yuyue Medical , Libang Instrument , etc.
2. The State Council issued a document to do a good job in ensuring traffic and logistics traffic and ensuring smoothness
The Office of the Leading Group for the State Council’s Logistics traffic and ensuring smoothness
The Office of the Leading Group for the Leading Group for the State Council’s Joint Prevention and Control Mechanism issued the "Notice on Implementing the Ten Optimization Measures of the State Council’s Joint Prevention and Control Mechanism and Scientific and Accurate Transportation and Logistics Traffic and Smoothness Measures", and completely cancel the epidemic prevention inspection points of highways, waterways, and locks established in various places, and no longer check the negative nucleic acid test certificates and health codes of truck drivers and passengers and ship crew members. The requirements for closed-loop management of freight vehicles will be completely abolished, and localities shall not increase their investment at will to restrict the cross-regional passage of freight vehicles.Completely cancel the "ground inspection" of cross-regional mobile truck drivers and passengers. Analysis points out that my country has become the world's largest logistics market. According to data released by China Federation of Logistics and Procurement, from 2016 to 2020, the growth rate of my country's smart logistics market size remained above double digits, with the market size reaching 600 billion yuan in 2020, and the market size is expected to exceed one trillion yuan by 2025. You can pay attention to long-term logistics, SF Holdings , etc.
3. Sorting opinions on the entry of enterprise data resources into the representation. The industrialization of data elements will be launched. The Ministry of Finance website reported on December 9 that in order to strengthen the management of enterprise data resources, standardize the accounting processing of enterprise data resources, and strengthen relevant accounting information disclosure, the Ministry of Finance has drafted the "Interim Provisions on Accounting Processing of Enterprise Data Resources (Draft for Comments)" and requires local financial system units to complete feedback before January 6, 2023. Guosheng Securities computer team said that in the digital economy era, data will be the fifth largest production factor and deeply empower the national economy. This solicitation of opinions deeply implements the overall policy of digital economy development, mainly focusing on the assetization of enterprise data resources. For data resources that meet the conditions, internal use can be recognized as intangible assets, and external transactions can be recognized as inventory, which is expected to achieve the leap of data resources from natural attributes to economic attributes. According to the calculated data of the National Center for Industry and Information Technology Security Development, the scale of my country's data factor market will reach 81.5 billion yuan in 2021, and it is expected that the compound growth rate of market size will exceed 25% during the 14th Five-Year Plan period, that is, it will be approximately 198.9 billion yuan in 2025. Referring to overseas development cases, data resource parties and operation developers are expected to benefit significantly. You can follow Daily Interaction, Tols, etc.
Company News
1, Guangshengtang: Phase I clinical trials of anti-COVID-19 oral drugs achieved the expected goals of trial
Guangshengtang (300436) announced on the evening of December 11 that a class of broad-spectrum oral small molecule innovative drug GST-HG171 was completed and obtained a Phase I clinical research summary report. The research results show that GST-HG171 has good safety, tolerance and pharmacokinetic characteristics, achieving the expected goals of the trial, providing an important basis for the upcoming Phase II/III clinical study , and is a major progress in the company's research and development of innovative new crown drugs. Under the guidance of experts from the National Drug Review Center, the company has efficiently completed the Phase II/III critical registration clinical research design of GST-HG171 and is applying for ethical approval of the group leader unit.
2. Jinshi Sub-Pharmaceutical: In 2021, the revenue of Kuaike and Xiaokui products was 530 million yuan, accounting for 50%
Jinshi Sub-Pharmaceutical (300434) issued an abnormal movement announcement on the evening of December 11. The main products manufactured by the company are "Qike" brand compound aminophenol alkamine capsules and "Xiaokuike" brand pediatric aminophenol Huangnamin granules. These two drugs are over-the-counter cold medicines used in adults and children, and are effective in preventing and treating common colds and influenza in adults and children. In 2021, crack and small crack products achieved operating income of 530 million yuan, accounting for 50.23% of the company's total operating income.
3, Zhongtai Chemical : The controlling shareholder and others plan to increase their holdings of company shares
Zhongtai Chemical (002092) announced on the evening of December 9 that the company's controlling shareholder Zhongtai Group and its joint actor Zhongtai Capital plan to increase their holdings of the company's shares through the methods allowed by the Shenzhen Stock Exchange trading system (including but not limited to centralized bidding, bulk trading, agreement transfer, etc.) within six months from December 8, with the planned increase amount of no less than 1 billion yuan and no more than 2 billion yuan (including the increase amount on December 8 and December 9).
4, China Aluminum : The company and Yun Aluminum Co., Ltd. intend to increase capital to China Aluminum high-end manufacturing company
China Aluminum (601600) announced on the evening of December 11 that the company plans to increase capital to China Aluminum Group High-end Manufacturing Co., Ltd. with its assessed net value of approximately 183 million yuan and 220 million yuan in cash.The company's holding subsidiary Yunnan Aluminum Co., Ltd. intends to increase its capital to China Aluminum High-end Manufacturing with its wholly-owned subsidiary Yunnan Haoxin Aluminum Foil Co., Ltd. 100% equity and related assets (including fixed assets such as machines, equipment, structures, and intangible assets such as land use rights) after appraisal net value of approximately RMB 1.233 billion and RMB 90 million in cash. After the completion of the aforementioned capital increase, the company and Yun Aluminum Co., Ltd. are expected to acquire approximately 2.08% and 6.86% of China Aluminum High-end Manufacturing respectively.
5, Jinyuan Co., Ltd. : Terminate the purchase of 49% of Alibaba Lithium Source shares
Jinyuan Co., Ltd. (000546) announced on the evening of December 11 that the company originally planned to purchase 49% of Alibaba Lithium Source shares by issuing shares and paying cash. Due to the severe impact of the epidemic in Tibet, on-site due diligence and data collection work cannot be completed as planned within the validity period. At the same time, since the two parties to the transaction cannot communicate in person and communicate in-depth key terms, it was decided to terminate the issuance of shares and the payment of cash to purchase assets and the related transaction plan after full argumentation and negotiation with the counterparty.
6. Longci Technology: It plans to acquire 51.43% of the equity of Enwo New Energy
Longci Technology (300835) announced on the evening of December 11 that the company plans to acquire 41.3792% of the equity of Enwo New Energy Technology (Shanghai) Co., Ltd. held by its original shareholders for 120 million yuan, and increase its capital by 60 million yuan. After the transaction is completed, the company holds 51.4285% of the equity of Enwo New Energy. Enwo New Energy is mainly engaged in the research, development, production and sales of micro inverter and its monitoring system.
7, Yintai Gold: The controlling shareholder plans to change to Shandong Gold. The company's stock resumed trading
Yintai Gold (000975) announced on the evening of December 11 that the actual controller and controlling shareholder intend to transfer their total 20.93% of the company's shares to Shandong Gold , with the transfer price not exceeding 13 billion yuan. If the transfer is successfully implemented, Shandong Gold will become the controlling shareholder of the company and the actual controller of the company will be changed to Shandong Provincial State-owned Assets Supervision and Administration Commission . The company's stock will resume trading on December 12.
8. Xiangxin Technology: Signed a strategic cooperation agreement with CATL
Xiangxin Technology (002965) announced on the evening of December 9 that the company signed a strategic cooperation agreement with CATL on December 8. The two parties will further deepen the cooperation between the two parties in the field of structural parts in the battery pack box, strengthen cooperation in stamping parts (including and not limited to Pack upper cover, bottom guard plate, end side plate), thermal management system products (including and not limited to water-cooled plate), energy storage cabinets, thermoforming and roll forming technology, and jointly promote technological innovation and business model innovation of related products in the application scenarios of the new energy industry, and jointly promote the increase of the application ratio of green products and circular products in the new energy industry.
9, Changying Precision : Signing a strategic cooperation agreement with CATL
Changying Precision (300115) announced on the evening of December 9 that the company signed a strategic cooperation agreement with CATL. The two parties will further deepen the cooperation between the two parties in modules and battery pack structural parts, strengthen cooperation in other products or projects such as battery pack box, extruded end side plate, steel rolled strip, water-cooled plate, BUSBAR (Ba sheet), CCS (battery cell connection system), and jointly promote technological innovation and business model innovation of related products in the application scenarios of the new energy industry, and jointly promote the increase of the application ratio of green products and circular products in the new energy industry.
10. Kedali: Signing a strategic cooperation agreement with CATL
Kedali (002850) announced on the evening of December 9 that the company signed a strategic cooperation agreement with CATL to comprehensively deepen cooperation, strengthen the strategic cooperation between the two parties in new technologies such as sodium ion batteries and Kirin batteries on a global scale, leverage the technological advantages of both parties, and make efforts to promote the cost optimization and promotion of new technology batteries. Under the same conditions, CATL will give priority to KDL as the supplier of battery cell mechanical parts, with a share of no less than 40%. KDL will give priority to ensuring CATL's product demand.
11. GCL Integration: The planned private placement of funds raised no more than 6 billion yuan will be used for projects such as high-efficiency battery cell manufacturing and
GCL Integration (002506) announced on the evening of December 9 that the company plans to issue shares privately to raise no more than 6 billion yuan, for the Wuhu GCL 20GW (Phase II 10GW) high-efficiency battery cell manufacturing project, Xuzhou GCL 10GWh smart energy storage system project and supplement working capital.In addition, the wholly-owned subsidiary Xinxin Green Energy signed a general contracting contract for the photovoltaic power station EPC project with Shandong Wanhai Power, with a total contract price (including tax) of 13.9984 million yuan. Xinxin Green Energy, as the contractor, undertakes the construction of the project.
12, 15 Lithium Energy : It plans to issue convertible bonds of no more than 7 billion yuan to be used for the power battery project
5 Lithium Energy (300014) announced on the evening of December 9 that the company plans to issue convertible bonds of to unspecified objects to raise no more than 7 billion yuan. After deducting the issuance costs, it plans to use them for the 23GWh cylindrical lithium iron phosphate storage power battery project and the 21GWh large cylindrical passenger vehicle power battery project.13, Aolian Electronics: The wholly-owned subsidiary signed the perovskite investment cooperation agreement
Aolian Electronics (300585) announced on the evening of December 9 that the wholly-owned subsidiary Aolian Investment recently jointly invested with natural person Xu Mingjun to establish "Nanjing Aolian Photo Energy Technology Co., Ltd." and signed an investment cooperation agreement. The agreement stipulates that Aolian Photo Energy is mainly engaged in the research, development, production, preparation, and sales of perovskite solar cell and its preparation equipment. Aolian Solar Energy has a registered capital of 50 million yuan, of which Aolian Investment invested 47.5 million yuan in monetary form, accounting for 95%. The subsequent plan is to be put into production of the 50MW perovskite pilot line in 2023, and the 600MW perovskite equipment and 120MW perovskite battery module production line in 2024, striving to form a production capacity of 8GW perovskite equipment and 2GW perovskite battery modules within 5 years.
14, Yaxing Chemistry : Establish a holding subsidiary to engage in the integration of liquid flow battery energy storage system
Yaxing Chemistry (600319) announced on the evening of December 9 that in order to further accelerate the industrial upgrading and extend to the emerging electrochemical energy storage industry, the company plans to jointly invest with Liquid Flow Energy Storage Technology Co., Ltd. and Shanghai Yuhui Zhirun Technology Partnership (Limited Partnership) to establish a holding subsidiary Shandong Liquid Flow Energy Storage Technology Co., Ltd., which is mainly engaged in the production and operation of liquid flow battery energy storage system integration. The registered capital of the holding subsidiary is 10 million yuan, of which the company subscribes to and invests 4.5 million yuan, and holds 345% of the shares of html.
Financial Calendar
Editor: Zhang Qianyao
Proofreading: Wang Wei
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