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[Convertible bond subscription]
- Qiaoyin Bond: subscription code 072973, rating AA-, conversion value 100.35.
1. Global stock market
v 0Vaccine good news stimulated investors' confidence in economic recovery, and US stocks closed up collectively. Major European stock markets rose collectively. Japanese and Korean stock markets rose collectively.
On Monday, the stock indexes of the two markets opened higher, but after opening higher, each stock index fluctuated and fell back; it fell slightly, and the Shanghai Composite Index once again showed a pull-up behavior after touching the 60-day moving average, including the start of non-ferrous metals, insurance and other sectors, driving the stock indexes to show a continuous upward trend, but more of the main board is strong.
The two markets had a total transaction volume of 801.1 billion yuan, an increase of 74 billion yuan from the previous trading day. On the market, sectors such as titanium dioxide, liquor concept, acrylic, and coal mining and processing were among the top gainers, while sectors such as the National Big Fund, SMIC concept, and photoresist were among the top gainers.
Overall, although the market showed a certain differentiation on Monday, the main board was strong and the theme performance was weak, it still showed a good start this week; in addition, the increase in trading volume on Monday, which is a benign performance.
2. Trading water temperature evaluation
market trading water temperature rises. The market rise on Monday was firstly due to good stimulation; secondly, the pro-cyclical varieties continued to have good product price increases; thirdly, the insurance sector contributed greatly to the index today, and it was also a good stimulation that the weekend was good. Therefore, the rise in the market on Monday is the result of the combined action of multiple factors. In the short term, the market temporarily regained the double support of the 3300-point integer mark and the 60-day moving average, and there is a chance to approach around 3400 points in the short term. However, after completing the 5-day moving average breakthrough during Monday's session, it did not stand firm, but fell instead. Therefore, the market's probability of recurrence between 3300 and 3400 points in the short term is relatively high. The index direction continues to run in a large box, with the upper edge from 3400 points to 3450 points and the lower edge from 3180 points to 3120 points.
Institutional opinion speed reading
[Hexin Investment Consulting: The intensive bombing index is expected to come out of the bottom, and the three main lines will become the strongest upward engine] With the blessing of multiple positive factors, A-shares are expected to complete the bottoming out ahead of schedule, but the opportunity for a significant upward trend has not come, and we should remain rational in the short term. Investors are advised to strategically deploy core assets mainly based on securities companies, insurance, and international trade, and can appropriately participate in transaction opportunities in digital currency, automobile industry chain, third-generation semiconductors, agriculture, forestry and animal husbandry in the short term.
[Rongwei Securities Liu Sishan: RCPE signing helps economic recovery, A-shares are currently expected] The economic recovery trend is improving, liquidity is reasonably abundant, A-shares are still in a relatively positive market environment, and the decline adjustment does not change the long-term trend of the market's central fluctuation and upward movement, and the market is building a bottom structure. It is recommended to balance the allocation and seize the opportunity of low-price purchases. Pro-cyclical remains the main line of the market. Vaccines are accelerated, and industries with severely damaged epidemics are boosting significantly.
3. Financial News
[Hot Spot]
⭐
Shenzhen Stock Exchange disclosed that ST King Kong received 3.36 billion yuan in a period of severe abnormal decline from November 4 to November 16, accounting for 97.45%; among which, small and medium-sized investors had a cumulative purchase of 2.641 billion yuan, accounting for 76.63%. Institutional investors account for 2.55%.
⭐
Today, many companies issued joint statements in the Shenzhen Special Zone Daily that Shenzhen Zhixin New Information Technology Co., Ltd. has signed an acquisition agreement with Huawei Investment Holding Co., Ltd. to complete the comprehensive acquisition of the business assets related to the Honor brand. After the sale, Huawei no longer holds any shares in New Honor.The statement pointed out that this acquisition is not only a self-rescue and market-oriented investment initiated by Honor's related industrial chains, but can maximize the interests of consumers, channels, suppliers, partners and employees; it is also an industrial complementarity. All shareholders will fully support New Honor, so that New Honor can draw advantages from all parties in terms of resources, brands, production, channels, services, etc., and participate in market competition more efficiently.
⭐
At present, the world has not yet figured out the rules of the outbreak, has not traced the source, and there are no extremely targeted and very effective drugs for the treatment. Some drugs were only found to be useful in the treatment of COVID-19 at the beginning. The Pfizer vaccine abroad can prevent 90% of infections. In fact, the vaccine development level in Guangdong and even China is similar, but the results of the first phase of trial can only be announced.
National Energy Administration solicited opinions and suggestions on energy development in the "14th Five-Year Plan", including but not limited to: phased goals and tasks to support the "striving to reach the peak of carbon dioxide emissions by 2030", clean, low-carbon and safe and efficient use of energy, market-oriented trading of energy consumption rights and carbon emission rights, energy conservation and emission reduction, etc.; digital and intelligent development of energy, smart energy innovation demonstration, etc.
November 16, Luxshare Precision and Goertek shares fell sharply, with both dropping more than 5%. As of the close, both stocks have been in a row. A staff member of the securities department of Goertek said that the company's fundamentals have not changed much and the company's business has been advancing normally. Regarding inventory issues, a person from the Securities Department of Goertek said that there were some festivals abroad in the fourth quarter, and some inventory was stocked for the fourth quarter sales; in addition, due to the epidemic, some transportation methods (customers) will undergo some changes, and slow confirmation revenue will also lead to inventory growth. Luxshare Precision Securities Department stated: The fluctuations in the secondary market may be affected by various factors, but the company's production and operation are normal.
November 15th is the deadline for applying for the hydrogen fuel cell vehicle demonstration urban cluster. According to Shanghai Securities News, more than 10 urban agglomerations have finally submitted application materials. Judging from the application situation, Beijing, Shanghai, Guangzhou and other companies have great advantages in the selection, and the final application results are expected to be announced within the year.
10, the added value of large-scale industries increased by 6.9% year-on-year, the growth rate was the same as in September; the total retail sales of consumer goods was 3857.6 billion yuan, a year-on-year increase of 4.3%. From January to October, the national fixed asset investment (excluding farmers) was 48329.2 billion yuan, an increase of 1.8% year-on-year, an increase of 1.0 percentage points from January to September; private fixed asset investment was 26918.3 billion yuan, a decrease of 0.7%, and the decline narrowed by 0.8 percentage points. In October, the national urban surveyed unemployment rate was 5.3%, down 0.1 percentage point from September.
8, Ministry of Commerce: From 1 to October, the actual foreign investment nationwide was 800.68 billion yuan, an increase of 6.4% year-on-year,
1 to October, the actual foreign investment nationwide was 800.68 billion yuan, an increase of 6.4% year-on-year, an increase of 1.2 percentage points from January to September, continuing the steady and positive trend. In October, the actual use of foreign capital nationwide was 81.87 billion yuan, an increase of 18.3% year-on-year, achieving year-on-year growth for seven consecutive months.
9, China Meteorological Administration : November 17-19, Central and eastern my country will usher in a large-scale strong rain, snow, strong winds and cooling weather. This time, the weather process has a wide range of rain and snow, strong intensity, strong gusts and winds in the Northeast region, and obvious cooling. The cooling range from the north to the middle and lower reaches of the Yangtze River is about 4℃-8℃, and the local cooling range in the Northeast region will exceed 10℃.
[Industry Observation]
1, National Postal Bureau : In recent years, China's express delivery volume has grown rapidly. From November 1 to 11 this year alone, postal and express delivery companies across the country processed 3.965 billion express delivery units. Currently, 80% of China's paper express packaging materials can be recycled, while 99% of plastic express packaging waste cannot be effectively utilized due to its low recycling value.
2, State Administration for Market Regulation : Notice on the analysis of food safety supervision sampling situation in the third quarter of 2020 . Compared with the same period last year, the unqualified rate of 21 types of food such as convenience foods and fruit products has decreased, while the unqualified rate of 11 types of foods such as beverages, tea and related products has increased.
3, CCTV Finance: Since the outbreak of the epidemic, as of September, 112 tourism bus companies across Japan have closed down, and another 5 have declared bankruptcy. At present, the overall operating rate of Japanese tourist buses has only recovered to about 20% of the pre-epidemic, and nearly half of the revenue of tourist bus companies has dropped by more than 70%.
4, Pinduoduo : In the next five years, the platform will focus on more than 50 furniture industry clusters across the country and assist in the creation of 10 online versions of IKEA. Pinduoduo will also carry out three major measures to promote the development of furniture e-commerce business. First, merchants will be further encouraged to break through category restrictions and use high-frequency home products to drive the sales of low-frequency furniture products; second, factory resources and continuously improved offline service capabilities will be opened to all cooperative enterprises; in addition, traffic support and innovative marketing tools will be provided to reduce the operation difficulty of excellent furniture manufacturing enterprises.
5,
[Overseas]
⭐1, Moderna mRNA vaccine is "more than Pfizer" and can be stored for 30 days at standard refrigeration temperature. Compared with Pfizer's vaccine, the main advantage of the Moderna vaccine is that it has lower requirements for ultra-cold storage and is easier to distribute. Moderna said its vaccine is expected to be stored stably at a standard refrigeration temperature of 2 to 8 degrees Celsius for 30 days and can be stored at minus 20 degrees Celsius for up to six months. Pfizer's vaccine must be transported and stored at a temperature below minus 70 degrees Celsius. At standard refrigeration temperatures, it can only be stored for up to 5 days.
2, The largest public pension system in the United States, California public sector employee pension, increased bets on electric vehicle manufacturers NIO, Nikola Corp and Tesla in the third quarter, and increased positions in video conferencing software Zoom video communications. California public sector employees’ pensions are currently managed by more than $400 billion.
4. Hot Spot Sniper
Lithium iron phosphate: China Association of Automobile Manufacturers recently released data that in October, a total of 3.4GWh of ternary lithium batteries were installed, an increase of 15.7% year-on-year and a decrease of 19.1% month-on-month; a total of 2.4GWh of ferric phosphate batteries were installed, an increase of 127.5% year-on-year and a decrease of 3.5% month-on-month. Hot-selling electric vehicles such as Tesla Model 3 and Wuling Hongguang MINI EV are all used on a large scale with lower cost lithium iron phosphate batteries.
target: Dang Nano (300769), Xiangtan Electrochemical (002125)
Industrial Internet: html On the 216th, the Energy Industrial Cloud Network, built and operated by the State Grid, was officially released, becoming the first industrial Internet platform in my country's energy field that is fully empowered, and will help upstream and downstream enterprises to "use numbers to empower intelligence on the cloud." The Energy Industrial Internet Laboratory also signed a contract with Huawei. The two parties will carry out innovative product research and development around the application of key technologies such as Internet of Things access, artificial intelligence, and 5G, and promote the application and promotion of innovative technology achievements.
target: Guodian Nanrui (600406), State Grid Information Communication (600131)
monoammonium phosphate: According to Baichuan Information monitoring, domestic monoammonium phosphate prices have recently seen rapid rise.As of November 13, the quotation of 55% ammonium powder in Hubei Province, the main production area of monammonium ammonium has reached 2,100 yuan/ton, with an increase of 10.5% in the past week.
target: Silter (002538), Chuanheng Co., Ltd. (002895)
Dimethylcarbonate : Baichuan Information latest data shows that the price of industrial-grade dimethylcarbonate rose by more than 12% on the 16th, with a cumulative increase of 28% in the past week. It is understood that this is mainly affected by the price increase of raw material propylene oxide, and the cost support is acceptable.
Target: Shi Dashenghua (603026), Aoke Co., Ltd. (300082)
5. Announcement highlights
[Individual stock gold rush]
- ZTE Communications (000063) intends to purchase 18.8219% of the equity of ZTE Microelectronics, a company holding subsidiary held by Hengjian Xinxin and Huitong Rongxin by issuing shares, with a transaction price of 2.61 billion yuan. The magnesium-aluminum alloy project jointly established by
- Sanxiang New Materials (603663) and Ningde Times and other joint ventures have obtained a business license. Actinomycin for injection products of
- Jianyou Co., Ltd. (603707) have been approved by the FDA for the first round.
- Hengrui Medicine (600276) SHR-1314 injection was approved for clinical trials.
- Shengxiang Biological (688289) fully automatic nucleic acid extraction device has been authorized by the US FDA.
- Haixiang Pharmaceutical (002099) Industrial Fund participated in vaccine research and development cooperation.
- Gongdong Medical (605369) sharp instrument collection barrel product obtained the US FDA registration approval.
- Amway shares (300218) has become a supplier of Columbia (Columbia) companies in the United States.
- Chen'an Technology (300523) company's controlling shareholder was changed to Telecom Investment, and the actual controller was changed to State-owned Assets Supervision and Administration Commission of the State Council.
- East China Heavy Machinery (002685) plans to invest 1 billion yuan to build a high-end intelligent port equipment production base project.
[Daily Minesweeping]
- Ganfeng Lithium (002460) Three directors, supervisors and senior management have reduced their holdings by a total of 3.0208 million shares. The reduction plan has been completed.
- Jinyu Medical (603882) holds a 6.80% stake in Guochuang Kaiyuan plans to reduce its holdings by 6%.
- Perchoa (603605) holds a 24.2933% stake. The director plans to reduce his holdings of 4% of his shares.
- Yuanzu Co., Ltd. (603886) Zhuoao International plans to reduce its holdings of the company by no more than 6% of the company's shares.
- , director and senior executive of China Electric Environmental Protection (300172), Lin Huisheng, a total of 3 million shares, has been completed.
[Hot data 53 companies were surveyed by overseas institutions]
According to statistics, overseas institutions conducted research on 53 listed companies in the past 10 days (November 3 to November 16). Among them, Xinwei Communications attracted the most attention and was intensively investigated by 24 overseas institutions. The second is Eston , and there are 13 overseas institutions participating in the survey. Danghong Technology, Golden Dragon Fish, Eft, Huayu Software and other companies were surveyed by 10 overseas institutions in Shanghai. Judging from the stock price performance, overseas institutional research stocks rose by an average of 4.36% in the past 10 days. Among them, the stock price rose by Lionwei, Xinjie Energy, etc., and the best performer was Lionwei, with a cumulative increase of 49.29%. There are 20 stock prices falling, and Meinian Health has the largest decline, with a cumulative decline of 25.39%.
[suspension of resumption of trading ]
suspended trading : No
resumption of trading: Xingyuan Environment
[unban stocks]
6. Limit increase reveals
7. Dragon and Tiger List
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8. Foreign investment trading
Shanghai Stock Connect funds flow to
Shenzhen Stock Connect funds flow to
Investment calendar
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