Hot Spot Focus
1. The Federal Reserve Most Pay attention to inflation data soared to a new high in nearly 40 years, and the growth rate of consumer spending slowed down. The US PCE index in November continued to rise to a year-on-year growth of 5.7% after breaking through the previous month; the core PCE index, which eliminates food and energy prices, grew by 4.7% year-on-year, slightly higher than the market expectations of 4.5%. It is worth mentioning that although the 5.7% increase was successfully predicted by the market, this data is still a new high since 1982. Previously, the Ministry of Labor CPI data also reached a new high since 1982.
2. The growth rate of GDP in the United States slowed down significantly in the third quarter. According to data from the U.S. Department of Commerce's Economic Analysis Bureau, the final value of real GDP in the third quarter increased by 2.3% on an annualized basis, significantly lower than 6.3% in the first quarter and 6.7% in the second quarter. Many experts said that the decline in the U.S. economic growth rate in the third quarter reflects the continued impact of the global rebound in the new crown epidemic on the economy. At the same time, the U.S. government's exempt loans to businesses, subsidies to state and local governments, and social welfare to families in the third quarter have all been reduced. They also said they were generally "optimistic and cautious" about the U.S. economy. Although the impact of the epidemic and the Omickron variant strain is still difficult to determine, its impact on the US economy may gradually weaken.
3. Minister of Industry and Information Technology Xiao Yaqing said that the potential of domestic demand should be tapped. Launch a pilot project for comprehensive electrification of vehicles in the public sector, and carry out activities to go to the countryside for new energy vehicles, green smart home appliances, and green building materials and . For industries such as intelligent connected vehicles, ice and snow equipment, which are conducive to improving people's production and life, and representing the direction of scientific and technological development, we will increase our efforts to cultivate and support large-scale development.
4. Since the beginning of this year, due to the dual impact of chips and the epidemic, the overall sales of the auto market have slowed down, but the new energy market continues to remain hot, with the market penetration rate of in November reaching 20.8%. In December, the overall auto market still faces more uncertainty. The China Passenger Car Association expects that the retail sales of passenger cars in narrow sense will be 2.05 million vehicles in December, a year-on-year decrease of 10.4%; the new energy vehicle market continues to be booming, facing a 30% decline in new energy subsidies at the beginning of next year. Most auto companies choose price guarantee promotions at the end of the year, and it is expected that the new energy market will hit another high in December.
5. On the 23rd, the Business Management Department of the People's Bank of China held a credit work meeting for major banks under its jurisdiction to re-deploy the implementation of carbon emission reduction support tools and special re-lending policies for clean and efficient use of coal. All banks are required to fully understand the importance and urgency of the work of green finance, take financial support for green and low-carbon transformation as an important political task, accelerate project reserves and docking, and make every effort to promote it.
6. In order to implement the relevant decisions and deployments of the national agricultural genetically modified organism safety management and the development of modern seed industry, the Office of the National Crop Variety Appraisal Committee organized the drafting of the national genetically modified soybean and corn variety approval standards. It was recently solicited public opinions and plans to release and implement them after the revision of the "HTM4 Major Crop Variety Appraisal Measures ".
7. U.S. durable goods orders rebounded month-on-month in November, and were higher than market expectations, but non-defense fell month-on-month and lower than expected. Data shows that the initial value of durable goods orders in the United States in November was 2.5% month-on-month, higher than the market expectations of 1.8%, and higher than the previous value of -0.4% in October. Durable goods orders without transportation equipment rose 0.8% in October. The orders for non-defense capital durable goods deducted from aircraft increased by -0.1% in November, which was lower than the market expectations of 0.7%, and the previous value was 0.7%. Orders for non-defense capital durable goods deducted from aircraft are often considered as a measure of U.S. commercial investment. This shows that consumer demand has stabilized and will help drive production growth in early 2022.
8. Hillhouse has invested in photovoltaic silicon material leader Polyclinic Energy (03800.HK), and is planning a new track for granular silicon. This is the latest case of the investment institution increasing its investment in the carbon neutral industrial chain. In response, Hillhouse and Polyclinic Energy both said that they could not respond publicly for the time being. In the new stock allocation just completed by Poly GCL Energy, the actual controller of Luoyang Molybdenum Industry has once again increased its investment and won nearly 30% of the shares.
Global Index
Global Major Stock Markets Last Trading Day Data
Eastern Time on Thursday, the three major indexes rose for three consecutive days, and the S&P 500 closed at a record high.As of the close, the Dow Jones Index rose 0.55% to 35,950.56 points; the S&P 500 rose 0.62% to 4,725.78 points; the Nasdaq Index rose 0.85% to 15,653.40 points. Large technology stocks generally rose slightly, new energy vehicle stocks rose collectively, and popular Chinese stocks listed in the United States rose and fell differently.
On Thursday, Hong Kong stock continued to rise in the previous trading day. As of the close, the Hang Seng Index rose 0.40% to close at 23193.64; the Technology Index fell 0.83% to close at 5638.31; the State-owned Enterprise Index rose 0.11% to close at 8204.31. In terms of concept sectors, green electricity stocks and rare earth sectors led the rise sharply, while Internet medical and short video sectors fell again.
Company News
Tian'an (00028.HK): It is expected that the profit attributable to shareholders will increase by more than 70% year-on-year in 2021
CECINTLHOLD (00759.HK): The profit attributable to shareholders will increase by 25.38% year-on-year to HK$18.798 million
International Home Retail (01373.HK): The profit attributable to shareholders will increase by HK$95.141 million
AEON CREDIT (00900.HK): Profit attributable to shareholders increased by 5.59% year-on-year to HK$243 million in the first three quarters
Gaofeng Group Holdings (02863.HK): Profit attributable to owners for the whole year was HK$16.992 million in the whole year down 26.6%
Zhifeng Industrial Electronics (01710.HK): It is expected that the loss attributable to equity holders will not exceed HK$20 million in 2021 From profit to loss
Xiaopeng Motors -W (09868.HK): According to the 2019 equity incentive plan, 1.2017 million shares will be issued
Jianfa Property (02156.HK): Completed the allotment of 131 million shares
Coolpad Group (02369.HK): Issued 350 million shares to YH Fund according to the share subscription agreement
Jinxi International Holdings (00091.HK): 1.25 billion shares
China Huarong (02799.HK): China Securities Regulatory Commission has approved the company to issue no more than 1.961 billion shares of overseas listed foreign shares
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-