Dear ~Morning News will first take you to see the global stock market hotspots in the past 24 hours.
In terms of US stocks, In terms of US stocks, in addition to the Dow Jones fluctuating and falling in the intraday trading and rising near the close, the Nasdaq and S&P generally opened low and closed high. As of the close, the Dow Jones Industrial Average fell 0.02%, the Nasdaq rose 0.62%, and the S&P rose seven consecutive positives, up 0.3%, setting a new high. The main factors influencing are strong financial reports and investors' optimism about the year-end, which pushed stock market sentiment to a climax and temporarily overwhelmed the market's concerns about inflation, supply chain issues and Fed Taper. Although the U.S. Consumer Financial Protection Agency requires tech giants such as Amazon, Apple, Facebook, Google, Paypal, and Square to hand over information on payment systems in an attempt to understand how tech companies use personal payment data, these large tech stocks have generally closed higher. Apple rose 0.15%, Google rose 0.26%, Amazon rose 0.58%, and Facebook rose 0.32%. In addition, the automobile and truck dealer sectors ranked among the top gainers, with Tesla closing up 3.26%, overcoming supply chain challenges, making profits for nine consecutive quarters, and both revenue and profits in Q3 were high.
Star Chinese stocks rose and fell, Alibaba rose 0.14%, JD.com fell 1.82%, and Pinduoduo fell 2.26%. Yesterday, Tmall's Double 11 started pre-sales, and Taobao anchors Li Jiaqi and Weiya's final sales totaled over 18.9 billion yuan, far exceeding other anchors. New energy vehicle stocks generally rose, with NIO rising 0.48%, Xiaopeng rising 1.3%, and Ideal rising 2.63%. According to data from the First Commercial Vehicle Network, a total of 1,113 new energy heavy trucks sold in September, a month-on-month increase of 37% and a year-on-year increase of 318%. From January to September, a total of 4,311 units were sold, an increase of 136% year-on-year. (more information and analysis of US stocks can be moved US stock research club, ID: glh-live)
Let’s review the market trends of other global markets. In terms of A shares, yesterday the three major indexes fluctuated weakly throughout the day. The Shanghai Composite Index closed up 0.22% to 3594 points, the Shenzhen Component Index fell 0.05% to 14444 points, and the ChiNext Index fell 0.17% to 3279 points. More than 3,000 stocks in the two markets fell, with a turnover of less than one trillion yuan, but northbound funds flowed in large quantities against the trend in the morning, with a cumulative net purchase of 10.2 billion yuan. Most industry sectors fell, with industrial parent machines, green electricity, chips, photovoltaics, pork and other concepts falling sharply. The coal, chemical, rare earths, scarce resources and sectors that fell sharply yesterday rebounded sharply, and banking, insurance and real estate stocks also rebounded significantly. Judging from the abnormal sector movements, the risk aversion sentiment of funds has increased, and it is more inclined to cyclical stocks, resource stocks, and undervalued and stable financial sectors. These sectors are expected to continue to attract financial attention in the future.
For Hong Kong stocks, most technology stocks pulled back yesterday, causing the market to perform sluggishly, dragging the index to stop rising. As of the close, the Hang Seng Index fell 0.45% to 26,017 points, the Chinese index fell 0.03% to 9,273 points, and the Hang Seng Technology Index fell 0.82% to 6,636 points. The net inflow of southbound funds reached HK$1.803 billion, and the scale continued to remain small. On the market, the weighted technology stocks that have led the market to rise recently generally fell, Meituan fell by nearly 2%, JD.com, Alibaba and Xiaomi all fell by more than 1%; Evergrande Property sales changed, and the Evergrande Group fell collectively, with electricity stocks, home appliance stocks, military stocks, catering stocks, education stocks, and gas stocks performing weakly. On the other hand, insurance stocks rose across the board, with Ping An of China rising by more than 7%, and rebounding by 18% within the month. Yi Gang emphasized that Evergrande's risk is a case risk, domestic real estate stocks and property management stocks rose together, and Aoyuan Health, Sunac China, Xuhui Holdings and other companies ranked among the top in the market.
In terms of the prices of major global assets, international crude oil futures fell at a high level. WTI's main crude oil futures closed down $0.92, down 1.1%, at $82.5 per barrel. The main contract of Brent crude oil futures closed down $1.21, down 1.41%, at $84.61 per barrel. COMEX December gold futures closed up 0.13% at $1,783.80 per ounce. Industrial metal futures are generally well-known. LME copper's main contract fell 3.92% in recent months, LME aluminum's main contract fell 5.42%, soda ash main contract hit the limit, Zheng Coal fell more than 9%, glass fell more than 8%, and iron ore fell 3.86%.
What are the things worth paying attention to yesterday to this morning? Let’s take a look together
Dalian Commodity Exchange and Zhengzhou Commodity Exchange closed down generally at night, soda ash main contract fell more than 9%, glass fell more than 8%, iron ore, coking coal, etc. fell more than 4%, soybean oil, short fiber, etc. fell more than 3%, PTA, cotton yarn, etc. fell more than 2%, sugar, corn, etc. fell slightly; only a few varieties such as soybean meal and rapeseed meal closed higher.
2. General Office of the CPC Central Committee and State Council: Vigorously promote ultra-low energy consumption and near-zero energy consumption buildings, and develop zero-carbon buildings
According to Xinhua News Agency, the General Office of the CPC Central Committee and the General Office of the State Council issued the "Opinions on Promoting the Green Development of Urban and Rural Construction", strengthening policy support for finance, finance, planning, construction, etc., promoting the large-scale development of high-quality green buildings, vigorously promoting ultra-low energy consumption and near-zero energy consumption buildings, and developing zero-carbon buildings.
3. NDRC: Accelerate the merger and reorganization of steel, electrolytic aluminum, cement, flat glass and other industries
NDRC issued the "Action Plan for Promoting Energy Conservation and Carbon Reduction in Key Metallurgical and Building Materials Industry Strict Energy Efficiency Constraints (2021-2025)", which proposes to promote optimization and adjustment of industrial structure. Make good connections between industrial layout, structural adjustment, energy conservation review and energy consumption dual control policies. Promote mergers and reorganizations in industries such as steel, electrolytic aluminum, cement, and flat glass, improve the level of intensive and modernization, form economies of scale, and reduce energy consumption per unit product.
4. The State Mining Safety Administration strengthens energy supply guarantee. The fourth quarter can increase coal production by 55 million tons
Yesterday, at a press conference held by the State Mining Safety Administration, Jing Jian, deputy director of the Safety Basics Department of the State Mining Safety Administration, said that at present, 153 coal mines that meet the conditions for safe production and supply guarantee have been reviewed and screened out were included in the emergency supply guarantee list and included in the rapid channel for capacity increase, which can increase production capacity by 220 million tons/year. It is expected that 55 million tons of coal production can be increased in the fourth quarter.
5. The plan to eliminate coal may be difficult to produce. Sources revealed that there are still differences in the G20 emission reduction plan
As the G20 meeting is about to be held next week, sources revealed that G20 countries still have differences on the issue of gradually phased out coal and controlling global warming within 1.5 degrees Celsius. Some sources said that G20 diplomats have almost abandoned their coal phase-out goal and have settled second best, calling for an end to international financing for coal projects.
6. Mango Super Media: Alibaba Venture Capital plans to clear the company's shares
Mango Super Media announced that shareholders Alibaba Venture Capital and Caixin Jingguo signed the "Share Purchase Agreement" on October 20, stipulating that Alibaba Venture Capital will transfer its 93.65 million shares of the company's shares to Caixin Jingguo, accounting for 5.01% of the company's total share capital. After the transaction is completed, Alibaba Venture Capital no longer holds shares in the company. The share transfer price is 47.56 yuan per share, and the share transfer price is 4.454 billion yuan.
7. The Federal Reserve announced a ban on senior Fed officials from buying stocks, bonds or derivatives
According to the new regulations, Fed policy makers and senior officials must issue notices 45 days in advance when purchasing and selling securities, and senior Fed officials should not trade during a period of financial pressure. The new rules restrict senior Fed officials from buying diversified investment vehicles, such as mutual funds. New trading restrictions prohibit Fed policy makers and senior officials from buying stocks, holding individual bonds or institutional securities, or entering derivatives markets. At the same time, the regional Fed chairman must disclose transaction information within 30 days (after the transaction is conducted).
8. Google lowers the fees for apps such as Play Store subscription and music streaming
Google announced that it will reduce the fees for all subscription-based apps to 15%, and said that e-book and on-demand music streaming services will likely be "as low as 10%. Previously, Google's subscription fee rules were charged 30% in the first year and 15% afterwards. Now Google offers a 15% discount from the start, which may be a powerful incentive for developers to switch from one-time payments to subscriptions. Google said one of the reasons for this change is that “the loss of customers makes it difficult for the subscription business to benefit from this reduced rate.” The reduction in e-book and music streaming services is due to the fact that "content costs account for the majority of sales."
9. Fu Pengbo continues to increase his investment in Jingfeng Mingyuan, firmly ranking first in the largest circulating stock. He reduced his holdings in Guoci Materials in the third quarter
Jingfeng Mingyuan's latest quarterly report shows that Ruiyuan Growth Value managed by Fu Pengbo continues to rank as the largest circulating shareholder of the stock with a holding of 857,300 shares, accounting for 5.5% of the circulating A-shares of the stock. Compared with the semi-annual report, Ruiyuan Growth Value increased its holdings by 194,200 shares. On the same day, the third quarter report of 2021 disclosed by Guoci Materials showed that Ruiyuan Growth Value held 27.6608 million shares of the stock, a reduction of 158,200 shares from the previous quarter, and still maintains the position of the fourth largest circulating shareholder of the stock.
The Baltic Sea dry bulk freight index fell 98 points or 2.1% to 4653 points on Thursday. The capesized ship freight index fell 357 points or 4.9% to 6918 points; the average daily profit fell 2959 to 57374. The Panamax Freight Index rose 68 points, or 1.6%, to 4304 points; the average daily profit increased by $609 to $38,737. The ultra-sensitivity ship freight index rose by 6 points to 3624 points, a record high since statistics in 2017.
Today, Xu Shubiao, deputy general manager and member of the Party Leadership Group of State Power Investment Corporation, and Luo Jun, vice president of TB Electric and member of the Party Committee, signed a strategic cooperation agreement on behalf of both parties. According to the agreement, the two parties will give full play to the complementary linkage between upstream and downstream enterprises in the energy industry chain, and cooperate in talent training, scientific and technological innovation, clean energy development, overseas market development, etc., to help China achieve its "3060" carbon peak and carbon neutrality goals.
On October 19, Jiangsu Offshore Wind Farm, the first offshore wind project of China National Offshore Oil Corporation, achieved full capacity production and operation. The offshore wind farm center of Jiangsu Wind Power Project is 39 kilometers offshore, with a planned installed capacity of 300,000 kilowatts, including 67 wind turbines, a 220 kV offshore booster station, an onshore centralized control center, and two-loop 220 kV cables.
Shede Wine Industry announced that its net profit in the first three quarters was 969 million yuan, a year-on-year increase of 211.92%, of which the net profit in the third quarter was 234 million yuan, a year-on-year increase of 59.65%. The company's mid-to-high-end liquor sales revenue in the first three quarters was nearly 2.834 billion yuan, an increase of 111.17% year-on-year.
to determine that the issuance price is 8.23 yuan per share, the number of shares issued is 450 million shares, and the total amount of funds raised is approximately 3.701 billion yuan. The issuance targets were finally identified as 17, and Alibaba was allocated about 350 million yuan.
Among them, the installed capacity of wind power was about 300 million kilowatts, an increase of 32.8% year-on-year. The installed capacity of solar power generation was about 280 million kilowatts, an increase of 24.6% year-on-year. From January to September, the cumulative average utilization of power generation equipment nationwide was 2,880 hours, an increase of 113 hours over the same period last year. Among them, nuclear power was 5842 hours, an increase of 321 hours over the same period last year; wind power was 1640 hours, an increase of 91 hours over the same period last year.
2. The National Development and Reform Commission organized a survey on coal production, circulation costs and prices
Coal prices have risen rapidly recently, which not only significantly boosted the production costs of downstream industries, but also had an adverse impact on the supply guarantee of energy such as electricity in winter and the people's warm winter. In accordance with the relevant provisions of the Price Law, in order to strengthen the supervision of coal market prices and study specific measures to intervene in coal prices, the National Development and Reform Commission quickly organized local development and reform commissions, key coal production enterprises, trading enterprises and coal use enterprises to carry out special investigations on coal production, circulation costs and prices, and to learn in detail about the cost situation and sales prices of coal production enterprises, coal purchase and sales prices of trading enterprises, coal circulation costs, coal use enterprises' procurement prices and other related situations.
3. Five departments: Strengthen the green and high-quality development of data centers
The National Development and Reform Commission and other departments jointly issued several opinions on strictly energetic efficiency constraints to promote energy conservation and carbon reduction in key areas. The opinions propose that key industries are encouraged to use new infrastructure such as green data centers to achieve energy conservation and consumption reduction.The power utilization efficiency of newly built large and super-large data centers shall not exceed 1.3. By 2025, the power utilization efficiency of data centers will generally not exceed 1.5. For newly built data centers outside the national hub nodes, local governments shall not provide preferential policies in land, finance and taxation.
4. Yi Gang: Coordinate the implementation of monetary policy and macro-prudential policy
Central Bank Governor Yi Gang said at the 2021 Financial Street Forum Global Systematic Importance Financial Institutions Conference that coordinate the implementation of monetary policy and macro-prudential policy. A stable banking system cannot be separated from a stable monetary policy environment. In the past few years, my country's banking industry has made great efforts to deal with non-performing loans, which has played a great role in resolving credit cycle risks. Among them, the stable growth of bank income provides strong support for the write-off of non-performing loans. At this stage, interest income still accounts for a large proportion of my country's banking industry income. Maintaining normal monetary policy and maintaining interest rate spreads in a reasonable range will help promote the banking system to better serve the growth of the real economy and maintain financial stability. Banks can use these incomes to supplement capital on the one hand, and write off non-performing assets on the other hand, and at the same time, they can also reduce loan costs as much as possible to provide financial services for the real economy.
5. In the first nine months, my country's non-financial direct investment in countries along the "Belt and Road" increased by 14.2% year-on-year
The latest data released by the Ministry of Commerce shows that from January to September, my country's non-financial direct investment in countries along the "Belt and Road" was US$14.87 billion, an increase of 14.2% year-on-year. The turnover of contracted projects in countries along the "Belt and Road" was US$61.8 billion, an increase of 16.3% year-on-year; the amount of newly signed contracts was US$80.81 billion.
6. Inbound passengers in Macau increased by 53.7% month-on-month in September
Data released by the Macao SAR Government Statistics and Census Bureau on the 21st showed that as Macau's entry and exit epidemic prevention requirements were relaxed for most of September, the number of inbound passengers increased by 53.7% from August to 629,000, an increase of 40.1% compared with last year. The average stay time for passengers was 1.6 days, an increase of 0.6 days year-on-year; the average stay time for staying passengers was 3.3 days, an increase of 0.6 days. In the first three quarters of this year, a total of 5.755 million inbound passengers in Macau were 5.755 million, an increase of 43.2% year-on-year.
7. The United States decided to withdraw punitive tariffs on many European countries
On October 21, local time, the U.S. Treasury Department announced that the United States will cancel punitive tariffs on products from Austria, France, Italy, Spain and the United Kingdom. European countries will temporarily retain the "digital service tax" that angers U.S. companies and government officials. If the new global tax system takes effect within the next two years, then these countries will provide tax credits, which is actually equivalent to refunding taxes that tech companies have overpaid in advance of the implementation of the global tax agreement.
8. U.S. oil hit its biggest drop since August, global growth concerns intensified
Worries about global economic growth have caused WTI crude oil to fall back from overbought areas, once falling more than 3.2%, the largest intraday drop since August. At the same time, due to the increase in COVID-19 cases, Eastern Europe and Russia have re-implemented lockdowns and threatened the global economic recovery. Some market analysts said that the possibility of being under a global economic lockdown this winter complicates the expectations of positive economic outlook, and weakening momentum is the real pain point of the global economy.
9. The Turkish central bank cut interest rates again, and the Turkish lira fell to a historic low against the dollar
Turkish central bank lowered its repurchase rate by 200 basis points to 16%. Despite the worsening inflation outlook, the Turkish central bank cut interest rates for the second time in a row, with the Turkish lira falling to its all-time low against the dollar. Previously, Turkish President Erdogan fired three policymakers last week who disagreed with his continued reduction in borrowing costs, allowing him to exert greater influence on the bank. The move put the central bank's weekly repurchase rate by about 400 basis points below inflation, weakening the attractiveness of holding the Turkish lira and putting the currency at risk exposure to changes in global risk sentiment.
The US 5-year Treasury yield rose above 1.20%. Traders continue to raise their bets on the Fed's tightening monetary policy. The market currently expects the Fed to raise the benchmark interest rate by nearly 50 basis points by the end of 2022, which is equivalent to two standard rate hikes.
Since October, the market temperature is quietly changing at the mortgage interest rate end, which greatly reflects the credit environment. According to the latest monitoring data of Beike Research Institute, the interest rate of mainstream first-home mortgages in 90 cities in October was 5.73%, and the interest rate of second-home mortgages was 5.99%, both lowered by 1 basis point from the previous month. The mortgage interest rate in October fell back, which was the first time this year that the month-on-month decline was seen. The institute believes that the slight changes at the end of the market represent an improvement in the credit environment. Since the end of September, the central bank has repeatedly issued positive signals, and it is expected that the issuance of housing credit in the fourth quarter will return to "stable and orderly".
2. Pig companies are in deep losses across the board. More than 2,000 turn to futures hedging
Recently, many pig breeding companies have released performance forecasts for the first three quarters, as if they have opened a "missile conference". Faced with such huge price risks, pig companies are actively using derivative tools to reduce losses. Currently, among the top 20 leading enterprises in pig breeding, 19 have submitted delivery warehouse application materials to the Dalian Commodity Exchange, and 11 have become pig futures delivery warehouses. In addition, more than 60 breeding companies have applied for hedging qualifications, and more than 2,000 industrial companies have participated in pig futures trading.
3. Supreme Court: Improve judicial protection rules for intellectual property rights in new fields such as big data and artificial intelligence
0 President Zhou Qiang, President of the Supreme People's Court, reported on behalf of the Supreme People's Court to the Standing Committee of the National People's Congress on the 21st, when reporting on the intellectual property trial work of the people's courts since the 18th National Congress of the Communist Party of China, he said that it is necessary to improve judicial protection rules for intellectual property rights in new fields and new business forms such as big data, artificial intelligence, and genetic technology, and study and improve judicial protection rules for algorithms, commercial secrets, artificial intelligence outputs, and open source intellectual property rights. We will improve the anti-monopoly judgment rules of the platform economy and strengthen judicial practices in key areas such as platform economy, scientific and technological innovation, information security, and people's livelihood security. Research and improve relevant systems to prevent the abuse of intellectual property rights, and punish illegal acts such as "patent traps" and "patent pirates" that hinder innovation.
4. The special research team of the Standing Committee of the National People's Congress recommended strengthening six measures to build a strong seed industry
According to Xinhua News Agency, on October 21, a research report submitted to the Standing Committee of the National People's Congress for review suggested that my country should further strengthen the construction of a resource protection and utilization system, enhance the independent innovation ability of seed industry science and technology, increase the security guarantee of seed source supply, establish and improve commercial breeding system, improve breeding innovation support and guarantee policies, improve the level of promoting seed industry development according to law, and promote the transformation from a big seed industry to a strong seed industry.
5. Cost increase is insufficient. "Double 11" is approaching. Paper prices are rising rapidly.
"Double 11" is approaching, and paper prices are constantly "rise". Since October, many paper companies such as Chenming Paper, Nine Dragons Paper, Huatai Paper, and Yueyang Paper have issued price increases letters, among which Nine Dragons Paper has issued 6 price increases letters in a row in a row to attract market attention. Judging from the price increase varieties, corrugated paper has seen rapid price increase recently. Zhuochuang Information analyst Lu Yanshuo said that since the National Day, the industry has conservatively estimated that the average increase of corrugated paper by more than 400 yuan/ton.
6. The five major A-share insurance companies achieved premiums of approximately 2.04 trillion yuan in the first nine months
The premium data of the five major A-share insurance companies in the first nine months was released recently. The five major insurance companies achieved a total premium income of 2035.362 billion yuan in the first nine months, a slight decrease of 0.97% year-on-year. In the first three quarters, Ping An, China Life Insurance, China Insurance, China Pacific Insurance and Xinhua Insurance achieved premium income of RMB 591.34 billion, RMB 553.4 billion, RMB 454.382 billion, RMB 299.678 billion and RMB 136.562 billion respectively. Looking ahead to the fourth quarter, the highly anticipated "good start" pace has slowed down, and the growth of new orders in 2022 may be under pressure.
7. ICMM President: The demand for lithium and cobalt in the next 30 years will be 40 times the current level
International Mining and Metals Council (ICMM) President Rohitesh Dhawan said at the 2021 China International Mining Conference today that the world is moving towards net zero carbon emissions by 2050, and a series of metals and minerals including lithium, cobalt, copper, aluminum, zinc, etc. are crucial to future decarbonization technologies. According to the World Bank, demand for key minerals will increase by 500% over the next 30 years, while demand for lithium and cobalt will increase by 40 times the current level. The 30 million cars in the UK alone need to double the global cobalt production. Without the rational use of minerals and metals, the goal of net zero carbon emissions by 2050 cannot be achieved.
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