► Joint Prevention and Control Mechanism of the State Council: In the future, clustered epidemics in China must occur. Only close contacts need to be quarantined in a centralized manner, and close contacts must be determined in a timely and accurate manner and control of close contacts can reduce the risk of epidemic caused by close contacts. cancels the judgment and management of close contacts, which is a more scientific and precise prevention and control measure based on the infection risk. All regions should make quick judgments, tests and control close contacts. Once the close contacts have positive nucleic acid tests, further investigation and control of close contacts will be carried out as soon as possible, one step closely. Therefore, the requirements for prevention and control measures have not only not been relaxed, but have become higher.
► ► 月六博 : As of November 16, among the 34364 financial products, 10,954 products of had negative returns in the last week of the latest net value announcement date, accounting for 31.88%; among the fixed income wealth management products that are in existence, 1,118 products have net value less than 1. Bank fixed income wealth management mostly bases bonds, generally accounting for more than 80%. The bond market has recently pulled a large drawdown, which has also led to a pullback in the net value of some wealth management.
Macroeconomic
1. Ministry of Commerce: 1-October, my country's foreign non-financial direct investment was 627.4 billion yuan, a year-on-year increase of 10.3%. invested US$17.25 billion in non-financial direct investment in countries along the "Belt and Road", an increase of 6.7% year-on-year. The present characteristics include that investment flowing to manufacturing, wholesale, retail, construction and other fields are all showing a growth trend.
2. China Central Radio and Television Station: issued a statement on the copyright protection of the 2022 FIFA World Cup. The statement shows that China Mobile Migu, Douyin, Shanghai Five Star Sports Channel, Guangdong Sports Channel, Guangzhou Nanguo Metropolitan Channel, and Guangzhou Competition Channel are authorized.
3, SWIFT: In October, in the global payment currency ranking based on amount statistics, RMB maintains the fifth most active currency in the world, with accounting for 2.13%. Compared with September, the RMB payment amount in that month decreased by 19.86%, while the payment amount in all currencies decreased by 7.97%.
4, Eurozone : 10, CPI's final value of year-on-year was 10.6%, the previous value was 9.9%, and the year-on-year growth rate of hit a new record high. Among them, the sharp rise in energy and food prices is still the main factor pushing up the inflation level in euros zone.
5, Feder Brad: So far, the Fed's interest rate hike has "limited impact on observed inflation." policy has not yet been within the scope of "enough restrictiveness" and is not enough to reduce inflation. interest rates need to be further raised to curb inflation. Monetary rules will set the lower limit of restrictive policies at around 5%, while the current target interest rate range of the Federal Reserve is 3.75%-4%.
Real Estate Dynamics
1. Securities Daily: As of November 16, the scale of real estate debt extension has reached 150.5 billion yuan, and involves 40 related real estate companies; in addition, about 17 companies plan to launch debt restructuring plans. The industry said that most insurance-related real estate companies first choose to extend maturing bonds and delay redemption pressure to gain time to solve liquidity problems.
2, Chengdu City, Sichuan Province: issued the "Notice on Further Optimizing Regional Purchase Restrictions", which will unify the Tianfu New District Chengdu Direct Management District , Chengdu Hi-Tech Zone Western Park, Jinjiang District, Qingyang District , Jinniu District, Wuhou District , Chenghua District , Longquanyi District, Xindu District , Wenjiang District, Shuangliu District, and Pidu District into a housing purchase restriction area. Resident families with qualifications to buy houses in any district in this area and resident families with qualifications to buy houses in the southern park of Chengdu Hi-Tech Zone, can purchase housing in this purchase restriction area. The number of houses purchased in this area, the number of household registration and social security periods, etc., will remain unchanged. The "Notice" will come into effect on November 18.
Stock Market Inventory
1 and On Thursday, Shanghai Composite Index was 3115.43 points, down 0.15%, with a turnover of 3779 billion. The Shenzhen Component Index was 11221.45 points, down 0.13%, with a turnover of 535.22 billion. The ChiNext Index was 2385.86 points, down 0.71%, with a turnover of 190.37 billion. The two markets had a total turnover of 913.12 billion yuan. Overall, more stocks rose, less fell, and more than 2,700 stocks rose in the two markets. On the market, pharmaceutical and commercial, digital currency, , information creation, chicken farming and other sectors ranked among the top in the growth, while coal, integrated die-casting, industrial metals, automobile and vehicle sectors ranked among the top in the decline. Northbound funds had a net purchase of 1.409 billion yuan throughout the day, which was a net purchase for five consecutive trading days, including Shanghai Stock Connect with a net purchase of 502 million yuan and Shenzhen Stock Connect's net purchase of 907 million yuan.
2 and On Thursday, the Hang Seng Index fell 1.15% to 18045.66 points. The Hang Seng Technology Index fell 2.20% to 3271.61 points; the State-owned Enterprise Index fell 1.37% to 6140.57 points. The mainland real estate sector rose in the afternoon, the new energy vehicle sector led the decline throughout the day, and the Chinese stocks listed in the list of and the non-ferrous metals sector continued to decline. Among them, domestic real estate stocks strengthened, Oceanwide Group rose by more than 16%, Longfor Group rose by more than 7%, Times China Holdings rose by more than 5%, and Country Garden Holdings rose by more than 4%. NetEase closed down 9%, while Tencent Holdings closed down nearly 1%. The total net purchase of southbound funds was HK$5.178 billion. Among them, Hong Kong Stock Connect (Shanghai) net purchases of HK$1.627 billion, and hong kong Stock Connect (Shenzhen) net purchases of HK$3.551 billion.
3 and As of November 17, there were 124 listed companies on the Beijing Stock Exchange, with 1 new company on the same day. The total market value is 197.771 billion yuan and the transaction amount is 682 million yuan.
4, financing balance of the two markets: As of November 16, the financing balance of the Shanghai Stock Exchange was 775.839 billion yuan, an increase of 132 million yuan from the previous trading day; the financing balance of the Shenzhen Stock Exchange was 689.725 billion yuan, an increase of 1.733 billion yuan from the previous trading day; the total of the two markets was 1465.564 billion yuan, an increase of 1.865 billion yuan from the previous trading day.
5, Wingtech Technology: subsidiary Anshi Semiconductor received a formal notice from the UK Department of Commerce, Energy and Industrial Strategy, requiring Anshi Semiconductor to divest at least 86% of the equity of NWF in accordance with the corresponding process within a certain period of time. After evaluation, NWF's acquisition amount, revenue and net profit account for less than 1% of the company's corresponding indicators. has a small impact on the company, and its current production capacity contribution does not have a significant impact on production and operation.
6, Jinhua Co., Ltd. (two consecutive boards): releases an abnormal announcement. The daily closing price of the company's stock has been for three consecutive trading days, with a cumulative decline of . Currently, the company does not have products in production to treat COVID-19, does not have relevant personnel reserves, and has not carried out research and development, qualification applications and other businesses related to the treatment of COVID-19. The company's production and operation are normal.
7, ST Dawn: Tianjin Binhai New District Public Security Bureau is investigating a case of illegal transfer and reselling of land use rights. Because the suspect Zhang Xiugen meets the conditions for bail pending trial, he decided to release him pending trial. At present, the company's production and operation are normal and all work is carried out in an orderly manner. From November 1 to the close of November 17, the company's stock has reached the daily limit for in total for 11 trading days, with a cumulative increase of 64.47%. In order to protect the interests of investors, stock trading fluctuations will be checked. will be suspended from trading in from the opening of the market on November 18, and will be released after the verification announcement of will resume trading in .
8, STTaihe : releases abnormal announcements. Recently, a public media released a report on "Taihe Group Chairman Huang Qisen has ended to cooperate with the investigation and return". On November 17, Huang Qisen, Chairman and General Manager of Company, has performed his duties normally. The guarantee balance corresponding to the substantial overdue debt of is relatively large. We are making every effort to promote debt restructuring and actively resolve debt problems.
9, Weiao Co., Ltd.: releases an announcement of abnormal movement. Pay attention to reports related to micro-hyperbaric oxygen chambers. Since the company's oxygen-rich health cabin series products were officially launched on the market in 2022, the sales share is not too high at present. The sales of this product will not have a significant impact on the company's performance.
10, Teyi Pharmaceutical: As of now, the sales of cough-relieving treasures are in good condition and meet market expectations. At present, the company's cough-relieving treasure has been produced at full capacity to ensure market supply. The production capacity of cough-relieving treasure tablets is 1 billion. I hope that under normal market conditions, the annual sales volume of will increase the annual sales volume of cough-relieving treasure tablets to 2.4 billion in 5-8 years.
11, First Financial : Lantu Automobile Technology Co., Ltd., a subsidiary of Dongfeng Motor Group , has been established. 11 companies including China State-owned Enterprise Mixed Ownership Reform Fund Co., Ltd. jointly increased their capital by 4.55 billion yuan, and held 15.41% of the shares in . This round of financing Lantu Auto is valued at approximately 29.5 billion yuan.
Wealth Focus
1, Global Network : To build a world medical tourism center, Thailand will issue a one-year medical tourism visa and reduce the cost of such visas from 6,000 baht to 5,000 baht. The new medical tourism visa will be issued from January 1 next year. Applications for medical tourist visas are limited to patients who need to receive treatment for more than 90 consecutive days, and the applicant needs to provide a hospital appointment certificate, health insurance and a property certificate of no less than 800,000 baht. medical tourist visa allows foreign patients to enter and exit the country in Thailand, and can stay up to 90 days at a time.
2. Financial breakfast: hot spots are coming out all the time, tracking you want to listen. Previously, the European Parliament plenary session passed a resolution to attach importance to the development of the electronic game industry, and later, the People's Financial Comment highly recognized the value of the game industry. What are the economic effects of the game? What is the current development trend of the game industry? Which gaming companies are worth paying attention to in the future? Finance friends quickly check to the end of the article to view today's Finance Secret Tracking# game has been recognized by "parents"
Industry Observation
1, Securities Daily:
1, this year's winter and spring flight season will maintain the 420 round-trip passenger flights, and has increased by 105.9% year-on-year compared with the 2021/2022 winter and spring flight season. The real-time search volume of international air tickets has increased rapidly in recent times, and it is expected that the capacity of inbound routes will be significantly improved. The industry said that the adjustment of epidemic prevention and control policies has created a favorable opportunity for the emergence of the turning point of domestic civil aviation passenger volume in the fourth quarter.
2, Ctrip : According to incomplete statistics, nearly 30 ski resorts in China will be intensively opened between mid-November and December. Since November, the popularity of "skiing"-related visits on the platform has increased by 84% month-on-month. In the past week, the number of orders for booking ski resort tickets for the 2022-2023 snow season increased by 403% month-on-month last week, and the number of bookings for ice and snow specialty hotels increased by 96% month-on-month.
3, National Press and Publication Administration : released the approval information for domestic online games in November, and a total of 70 games for were approved. key games include Tencent 's "Alloy Scepter: Awakening", NetEase's "A Chinese Odyssey: Return", etc.
4, Beijing News: Blizzard China said that with the expiration of the existing licensing agreement with .com Yi , from 0:00 on January 24, 2023, all World of Warcraft, Warcraft III: Remake, Starcraft series, Hearthstone, Heroes of the Storm, Overwatch and Diablo III will be stopped from operating. NetEase responded that it has been doing its best to negotiate with Activision Blizzard and hopes to promote contract renewal. After a long period of negotiations, it is still impossible to reach an agreement with Activision Blizzard on some key terms of cooperation. will continue to perform its duties and serve players until the last moment.
5, Cailianshe: learned from insiders that Ministry of Industry and Information Technology has issued the first enterprise 5G dedicated network frequency license to China COMAC . 5925-6125MHz and 24.75-25.15GHz are the frequency bands dedicated to industrial wireless.
6, Strategy Analytics: During this year's Double Eleven online shopping festival, a year-on-year decrease of 35%. Apple consolidated its leadership position, with Xiaomi and Honor following closely behind. The online retail price of smartphones increased to 4,089 yuan, a year-on-year increase of 10%, but the total online sales revenue of smartphones still fell by 29% year-on-year to 36.8 billion yuan. Among them, the sales of Apple iPhone reached nearly 3.5 million units during this year's Double Eleven period, a year-on-year decrease of 27%.
7, IDCh: The scale of China's digital government IT security hardware market reached 6.49 billion yuan in 2021, a year-on-year increase of 31.5%. The overall market of shows a rapid growth trend. In 2021, the competition in China's digital government IT security hardware market is mainly based on comprehensive security manufacturers and security manufacturers in professional and technical fields. Among them, the top three in the market are Qimingxingchen , Tianrongxin , and Deep faith .
Company News
1. NetEase: revenue in the third quarter was 24.4 billion yuan, a year-on-year increase of 10.1%; 's net profit was 6.7 billion yuan, compared with 3.18 billion yuan in the same period last year. The R&D investment scale of is 4 billion yuan. Blizzard's game agent revenue contributes to net income and net profit in the first nine months of 2021 and 2022, both in the lower single digits. The expiration of authorization will not have a significant impact on financial performance.
2, Weibo: 's revenue in the third quarter was US$453.6 million, a year-on-year decrease of 25%; 's net profit was US$119 million, compared with US$209.6 million in the same period last year. html has 253 million active users on 7 days. Advertising and marketing revenue was US$393.4 million, down 27% year-on-year.
3, Alibaba: The revenue in the second quarter of fiscal year 2023 was 207.18 billion yuan, a year-on-year increase of 3%; 's adjusted net profit was 33.82 billion yuan, a year-on-year increase of 19%. cloud business revenue was 20.76 billion yuan. Alibaba's local life business revenue was 13.073 billion yuan, a year-on-year increase of 21%; the overall local life order volume increased by 5% year-on-year.
Global Vision
1, CCTV News: According to Ukrainian media reports, the Ukrainian government has decided to extend the wartime state and the comprehensive mobilization order for another 90 days until February 19, 2023.
2. Baltic dry bulk index: fell 4.66% to 1228 points.
Financial data
domestic
1, New Third Board: 11 On November 17, a total of 6,606 companies were listed, with one less on the same day, with a transaction amount of 251 million yuan. The Third Board Index was 969.41, down 0.25%, with a turnover of 103 million.
2, Domestic Commodity Futures : As of the closing of the afternoon of November 17, more declines, less rises. Shanghai nickel, palm oil, , etc. fell more than 3%, methanol, , glass, etc. fell more than 2%, bean 2, red dates, etc. fell more than 1%, soybean oil, liquefied gas, etc. fell slightly; urea, , iron ore, rubber, etc. rose more than 1%, and sugar, cotton, etc. rose slightly.
3, Treasury bond: On November 17, the main contract of 2-year treasury bond futures TS2212 rose 0.16% to 100.945; the main contract of 5-year treasury bond futures TF2212 rose 0.31% to 101.275; the main contract of 10-year treasury bond futures T2212 rose 0.38% to 100.635. The interest rate of 10-year treasury bonds fell 3.03BP to 2.80%; the interest rate of 10-year treasury bonds fell 4.00BP to 2.94%.
4, Shanghai International Energy Trading Center : On November 17, the main contract of crude oil futures was 2301, closing at 628.9 yuan per barrel, down 13.0 yuan, a drop of 2.03%. All contracts were traded at 153,196 lots, and the holdings increased by 4,046 lots to 68,265 lots. The main contract traded 123,145 lots, and the holding volume increased by 3,990 lots to 40,086 lots.
5, Central Bank : On Thursday, a 7-day reverse repurchase operation of 132 billion yuan was carried out, with the winning rate of 2.00%, the same as before. On that day, 9 billion yuan of 7-day reverse repurchase expired, achieving a net injection of 123 billion yuan.
6, Shibor: overnight at 1.6990%, down 23.70 basis points. It was 1.8630% in 7 days, down 13.50 basis points. It was 2.2130% in 3 months, and rose 9.70 basis points.
7, RMB: onshore RMB closed at 16:30 against the US dollar, at 7.1291, down 0.6807%, and the RMB mid-price was 7.0655, down 0.4150%.
8, Shanghai Environmental Exchange: On November 17, the national carbon market carbon emission quota listing agreement transaction volume was 20,000 tons, with a transaction volume of 1156,000.00 yuan, and the closing price of 57.80 yuan/ton, the same as the previous day.
Foreign
9, Asia: Nikkei 225 index fell 0.35% to 27930.57 points. South Korea's KOSPI index fell 1.39% to 2442.90 points.
10, US stocks: Dow Jones closed down 0.02% to 33546.32 points; Nasdaq closed down 0.35% to 11144.96 points; S&P 500 closed down 0.31% to 3946.56 points.
11, Europe: UK FTSE 100 closed down 0.06% to 7346.54 points; German DAX30 closed up 0.23%, was 14266.38 points; French CAC40 closed down 0.47% to 6576.12 points.
12, Gold: COMEX December gold futures closed down 0.7% at $1,763 per ounce.
13. Crude oil: WTI December crude oil futures closed down 4.61% at $81.64/barrel; Brent crude oil futures closed down 3.3% at $89.78/barrel.
· games have been recognized by "parents" ·
► People's Daily : The plenary session of the European Parliament passed a high vote to pay attention to the development of the electronic game industry, calling on Europe to formulate a long-term development strategy and support the development of start-ups in the electronic game field in the EU. As the first resolution on the development of the electronic game industry passed by the EU Conference, it has attracted widespread attention. From Japan, South Korea, Canada, Australia and other countries have accelerated their layout of the electronic game industry to the European Parliament sounding the "assembly call" for the development of electronic game, the facts have proved that electronic games have long been freed from the single attributes of entertainment products and have become an industry of great significance to a country's industrial layout and scientific and technological innovation. At present, game technology has played an important role in helping the development of advanced technologies and industries such as 5G, chip industry, and artificial intelligence. With the rapid development of the digital economy, game technology has been applied to more and more different fields such as digital cultural protection, industrial simulation, smart cities, and film and television creation.
► Economic Observer: electronic games have become a very important industry in many countries. In addition to the total market size, the game has also played a huge role in promoting employment, profit and tax indicators. According to the American Entertainment Software Association's estimate, in 2021, the US game industry created 143,000 jobs for the society; contributed US$17.374 billion to workers' labor income; contributed US$29.156 billion to the added value of the US economy, creating a total economic output value of US$40.914 billion. The jobs provided by the game industry to my country are conservatively estimated to be in the scale of hundreds of thousands, and most likely to be in the scale of millions. The "New Career Online Learning Platform Development Report" released by the Ministry of Human Resources and Social Security in 2020 pointed out that in the next five years, the market will have nearly 2 million demands for e-sports operators and nearly 1.5 million demands for e-sports operators. Electronic games have become a force that cannot be ignored in our economy.
► Zhejiang Securities: From the perspective of market performance, my country's game manufacturers performed well overseas, with outstanding overseas sales revenue growth, and many games have been on the global list for a long time. As of H1 in 2022, China's actual sales revenue in the overseas market of independently developed games was US$8.989 billion, a year-on-year increase of 6.16%. According to the global mobile game revenue rankings for October 2022 released by Sensor Tower, a total of 42 Chinese manufacturers were shortlisted for the top 100 mobile game publishers' revenue list, attracting a total of US$1.86 billion, accounting for 38.4% of the world's top 100 mobile game publishers' revenue. However, due to factors such as the suspension of issuance of version numbers, the overall revenue of the game industry is under pressure in 2022, and the valuation of the game sector is still at the bottom. game version number is an important tool for the game industry to regulate and supervise. In the future, regulatory agencies will be able to make diversified regulation on the pace of issuance and the number of issuances. as a whole is optimistic about the pace of issuance of future version number.
► CITIC Securities : combined with the current regulatory situation of the game industry, 45, 60, 67, 69 and 73 versions were issued in April, June, July, August and September respectively. The number of versions issued has steadily increased, and the number involved increased, and the number has relatively entered the stage of normal distribution. It is expected that in the future, the restrictions on version numbers and policy suppression factors will no longer be the core contradictions in the game industry. The game industry will be more inclined toward high-quality content to games. Top game companies with strong R&D capabilities are expected to maintain their competitiveness. With broad development space such as cultural confidence, gaming going overseas, and digital base combining virtual and real, the game industry is still expected to maintain the driving force for steady development. Currently, the valuation of game companies is at a low level. Under the catalysis of game policies and the recovery of relatively stable performance, the valuation center of the game industry is expected to rebound. We recommend paying attention to high-quality game companies with low valuations.
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This is what the world is. No matter how high the mountain is, there are birds flying over; no matter how dense the net is, there are fish crawling over. ——Mo Yan's "Late-Mature People"
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