Dear ~Morning News will first take you to see the global stock market hotspots in the past 24 hours.
In terms of US stocks, three major stock indexes fluctuated and closed down last night, with the Dow Jones Industrial Average falling 0.3% to 35,544 points, the Nasdaq fell 1.14% to 15,237 points, and the S&P fell 0.75% to 4,634 points. The main factors are investors' cautious attitude towards entering the market. The US PPI in November increased by 9.6% year-on-year, setting a record high year-on-year growth rate. Another explosion of inflation indicators has increased the pressure on the Federal Reserve to remove easing, enhancing hawkish tendencies; at the same time, the Federal Reserve began a two-day interest rate meeting on Tuesday.
Large technology stocks generally closed down. Apple fell 0.8%, and Motto analysts said that the market may underestimate the contribution of 5G iPhone SE and raise Apple's target share price to $210; Microsoft fell 3.26%; Google fell 1.32%, and British regulators said that due to the duopoly of Apple and Google, users were deprived of their choice; Amazon fell 0.28%; Tesla closed down 0.82%, Musk completed 70% of the expected stock sale plan, selling about 12 million shares of Tesla shares in total; Meta fell 0.22%, and Meta spent $60 million to acquire Meta Financial trademark assets.
department store sector has the highest growth rate, department store sector has risen 2.85%, steel sector has risen 2.19%, and insurance-comprehensive sector has risen 1.65%. Chinese stocks most closed down, Alibaba rose 3.55%, Nomura reiterated Alibaba buy rating , maintaining the target price of US$190; JD.com fell 0.51%; Pinduoduo rose 0.02%; NIO fell 4.04%; Xiaopeng fell 1.88%, Xiaopeng Motors was fined 100,000 yuan in response to illegally collecting face photos: misappropriately purchase of third-party equipment, and the data has been deleted. Ideal fell 0.96%. (more information and analysis of US stocks can be moved to US stock research institute, ID: glh-live)
Let’s review the market trends of other global markets. A shares , the main indexes of markets fell, the Shanghai Composite Index fell 0.53% to 3661 points, the Shenzhen Component Index fell 0.5% to 15136 points, and the ChiNext Index fell 0.05% to 3495 points. 2480 stocks rose in the two markets, 1,940 stocks fell, and northbound funds bought a net purchase of 6.026 billion yuan. The concept of digital currency was outstanding, the GEM stock Kelan Software hit the daily limit, Qitian Technology and New Guodu rose by more than 10%; the new coronavirus Omickron was discovered for the first time in China, and the concept of vaccines and new crown testing rose and fell; funds continued to hunt for the theme of the metaverse, and Meisheng Culture, Huanrui Century, Xuanya International and other consecutive boards. The rare earth and automobile sectors ranked among the top in the decline, JAC Auto hit the limit, and the coal, building materials, steel, home appliances and other sectors fell one after another.
For Hong Kong stocks, the three major indexes showed a unilateral decline throughout the day. The Hang Seng Index fell 1.33% to 23,635 points, the Chinese index fell 1.55% to 8,418 points, and the Hang Seng Technology Index fell 2.28% to 5,884 points. The market turnover was HK$119.9 billion, and the net inflow of southbound funds against the trend was HK$2.866 billion. Domestic real estate stocks and property management stocks fell sharply, Shimao Services fell more than 32%, and Shimao Group fell nearly 20%; popular sectors such as gambling, automobiles, education, and shipping all fell; technology stocks were generally weak, Bilibili fell nearly 6%, Xiaomi Group fell more than 4%, and Baidu fell more than 3%. On the other hand, auto dealer stocks performed strongly throughout the day, with Eastern U.S. rising more than 14%, beer, sports goods and gas stocks rising slightly, and XP International rose nearly 13%.
Global major asset prices, international oil prices fell across the board, and WTI January crude oil futures closed down $0.56, down 0.78%, at 70.73 at $70.73 per barrel. Brent's February crude oil futures closed down $0.69, down 0.93%, at $73.70 per barrel. The IEA said that the market is oversupply and the epidemic has exacerbated demand concerns.
The latest Pythagorean big data public opinion index list is updated as follows:
The top three companies in the Hong Kong stock public opinion index: Huayangnian Holdings, No. 1 Shanghai, Contemporary Real Estate; The top three companies in the A-share public opinion index : AVIC, *ST Pegasus, and Bohui Innovation.
What are the things worth paying attention to yesterday to this morning? Let’s take a look at
The central bank's second comprehensive reserve requirement ratio cut this year was officially implemented today. The reserve requirement ratio cut was 0.5 percentage points, which will release about 1.2 trillion yuan of long-term funds. In addition, 950 billion yuan of medium-term lending facilities (MLF) will expire today.A relevant person in charge of the central bank previously stated that part of the funds released by this reserve requirement ratio cut will be used by financial institutions to return the due MLF, and some of them will be used by financial institutions to supplement long-term funds to better meet the needs of market entities. In addition to the funds that replace maturing MLFs, the comprehensive reserve requirement ratio cut provides financial institutions with an additional 250 billion yuan in long-term funds.
The Party Committee of the People's Bank of China held a meeting to convey and study the spirit of the Central Economic Work Conference. The meeting emphasized that to do a good job in financial work in 2022, we must continue to do a good job in the "six stability" and "six guarantees" work, and create a suitable monetary and financial environment for stabilizing the macroeconomic market and maintaining the economy running within a reasonable range. The prudent monetary policy should be flexible and moderate to maintain a reasonable and abundant liquidity. Deepen the reform of rural credit cooperatives and bond market reform. Strengthen the overall supervision of financial infrastructure . Promote the research and development of digital RMB steadily and orderly. Adhere to the positioning that houses are for living, not for speculation, steadily implement the prudent management system of real estate finance, accelerate the improvement of the housing rental financial policy system, and implement policies based on the city to promote the virtuous cycle and healthy development of the real estate industry.
Then, Sina Weibo posted a response through its "Weibo Administrator" account, saying: I sincerely accept criticism from the competent authorities, conscientiously implement the rectification requirements, resolutely fulfill the main responsibilities, and continuously improve the level of ecological governance. In accordance with the requirements of the competent department, a rectification and implementation work group will be established to make efforts from the following two aspects: First, promote special governance of soft pornography rectification; second, promote special governance of homogeneous malicious marketing.
A shares "most expensive new stock" in the history of A-shares Hemai Co., Ltd. announced the listing and issuance results of the Science and Technology Innovation Board . The number of online investors abandoned subscriptions was about 651,400 shares, and the amount of abandoned purchases was as high as 363 million yuan. The amount of abandoned purchases also hit a new high for abandoned purchases on the Science and Technology Innovation Board, and also set a new record for the third abandoned purchases in the history of A-shares. From the perspective of the ratio of abandoned purchases, if compared with the number of online issuances, the ratio of abandoned purchases of Hemai shares reached 18.74%, setting a record for the highest abandoned purchase rate of A-shares.
On Tuesday, WHO Director-General Tedros Adhanom Ghebreyesus said at a press conference that the Omickron's transmission rate is something we have never seen in previous mutant viruses. At present, 77 countries have reported that the mutant strain has been detected. In fact, the Omickron virus has appeared in most countries, but some countries have not yet discovered it. Tedros also raised concerns about the argument that "the toxicity of the Omickron variant is reduced" and emphasized that this idea is dangerous. The WHO has now clearly understood that the world has underestimated the Omickron virus. Even though the virus causes less symptoms than the previous strain, the sharply rising number of cases itself may itself destroy the unprepared health system.
Beijing Stock Exchange released the market operation in the first month of opening the market. The market operation of the Beijing Stock Exchange in the first month of opening the market was generally stable, with a significant positive effect on reform. Market transactions have increased significantly compared with before the reform, new listed stocks have collectively increased, market participation enthusiasm has increased, professional institutions have actively entered the market, and investors' willingness to enter the market has increased. The innovation layer and the basic layer have been driven, and the activity of trading investment has been effectively improved. From November 15 to December 14, the Beijing Stock Exchange had a total transaction volume of 47.897 billion yuan, of which 21.249 billion yuan was in the first week. Subsequent transactions gradually narrowed as the market opening effect faded, and the trend of change was in line with the general rules of the newly established sectors.
According to market news, display analysts report said that Apple is expected to launch a folding iPhone phone until 2023 as early as 2023. As early as May this year, analyst Kuo said that Apple is committed to launching a foldable iPhone with an 8-inch flexible OLED display in 2023. Apple needs to solve "key technology and large-scale production problems" before launching a foldable iPhone by 2023, so it is possible if the technology is postponed to 2024.
The think tank under the world's largest Asset Management BlackRock pointed out in the latest 2022 Outlook Focus Report that policy expectations are loose, supervision will continue but will not increase, and we are moderately bullish on Chinese stocks. Considering that the benchmark weight of Chinese assets is small and that customers do not have a high typical allocation of Chinese assets, before large asset institutions bet on China, the allocation should be increased several times, and the allocation of government bonds should be even higher. Compared with the lower global allocation, BlackRock maintains long-term increase in its holdings in Chinese assets. In recent times, BlackRock believes that the prospects for Chinese assets are relatively bright and maintains a slight tactical increase in Chinese stock markets.
In response to the recent media reports on Xiaomi Group's dual-line car manufacturing, Wang Hua, general manager of the public relations department of Xiaomi Group, posted a response on his personal Weibo that Xiaomi has no dual-line car manufacturing plan. Zhimi is a Xiaomi ecological chain enterprise, and Xiaomi Group will not directly participate in Zhimi's strategic decisions. Out of interest in researching electric vehicles, Zhimi Company formed a small team to do very early work.
On December 14, Huiyun Titanium Industry and China Nuclear Titanium Dioxide successively issued announcements to announce price increases. The two companies said that starting from January 1, 2022, the company's titanium dioxide sales price will be raised based on the existing titanium dioxide sales price. Among them: the sales price of domestic customers increased by 1,000 yuan/ton, and the export price of international customers increased by 150 US dollars/ton.
According to media reports, in the face of the possible immune escape challenges that Omickron has brought, experts such as Zhong Nanshan, Gaofu have recently proposed that the sequential vaccination of different vaccines will have better protective effects. The test results of of the Chinese test institute showed that after receiving two doses of inactivated vaccine, one dose of adenovirus vector new coronavirus vaccine (inhalation dosage form), the neutralizing antibody titer against the pseudovirus of the Omickron variant strain was only slightly lower than the prototype strain, which was 10 times higher than the neutralizing antibody titer after the three-accus inactivated vaccine.
China Duty Free announced that it will acquire 100% of the equity of Hong Kong China Travel Assets Company held by the wholly-owned subsidiary of the controlling shareholder, with a transaction amount of 126 million yuan; after the completion of this transaction, Hong Kong China Travel Assets Company will become a wholly-owned subsidiary of the company and be included in the scope of the company's consolidated financial statements. Hong Kong China Travel Asset Company has the qualification to operate duty-free foreign exchange goods , and can operate a foreign exchange duty-free store, that is, a city duty-free shop that returns to China to purchase. The company currently does not have this type of duty-free shop.
According to SEC documents, Tesla CEO O Elon Musk sold 934,091 shares of Tesla shares on December 13, with a valuation of US$906.5 million. Musk has sold about 11966,421 shares of Tesla shares since November 8, accounting for 70.18% of his previously promised shares.
Salt Lake Co., Ltd. Announcement. At present, Salt Lake Energy has carried out consultations on compensation for ecological environment damages and ecological environment restoration and governance with the Ecological Environment Bureau of Haixi Mongolian and Tibetan Autonomous Prefecture, and signed the "Ecological Environment Damage Compensation and Ecological Environment Restoration and Governance Agreement".After Salt Lake Energy paid 195 million yuan in ecological environment restoration and ecological environment damage compensation, the obligations for ecological environment restoration and ecological environment damage in Muli Mining Area will be fulfilled. Excluding the company's 2020 settling for Salt Lake Energy Mining Environmental Governance Restoration Fund, it is initially expected to reduce the company's 2021 profit by about 111 million yuan.
Shimao Co., Ltd. Announcement: Recently, the market public opinion has paid more attention to matters related to company debts. At present, the company's production and operation activities are normal, and there have been no major adverse changes in the business activities, and there have been no adverse matters that affect the company's debt repayment ability and bond principal and interest repayment. The company does not have other circumstances that violate the fair information disclosure regulations, and there is no information that should be disclosed but has not been disclosed, which has a significant impact on the price of the company's stocks and derivatives.
Jingcheng Shares announced that the China Securities Regulatory Commission's Mergers and Restructuring Committee is scheduled to review the company's issuance of shares, payment of cash to purchase assets and raise supporting funds on December 15. The company's stock will be suspended from December 15th, and will be announced after the company receives the review results of the Mergers and Acquisitions Committee and resumes trading with . H-share stocks are not suspended.
Shanghai Airport announcement. The Shanghai State-owned Assets Supervision and Administration Commission agreed in principle that the company issued 433,939,325 shares to the Airport Group to purchase 100% of the shares of Shanghai Hongqiao International Airport Co., Ltd., 100% of the shares of Shanghai Airport Group Logistics Development Co., Ltd. and Shanghai Pudong International Airport fourth runway related assets; at the same time, it issued no more than 127,583,567 shares to the Airport Group to raise no more than 5 million yuan of supporting funds.
The Ministry of Finance deploys key fiscal tasks in 2022, emphasizing the need to coordinate fiscal resources, ensure the intensity of fiscal expenditures, accelerate expenditure progress, implement fiscal funds performance evaluation throughout the process, and strengthen coordination with monetary policy to ensure the stability and effectiveness of macro policies. We must insist on doing our best and doing what we can. Fiscal policy should emphasize forward-looking and targeted nature, and people's livelihood policies should emphasize effectiveness and sustainability, implement the requirements of party and government organs to live a tight life, and reduce administrative costs. We must resolutely curb the new hidden debts of local governments, safely resolve hidden debt risks of local governments, and ensure fiscal sustainability.
China Banking and Insurance Regulatory Commission deploys key tasks for 2022, emphasizing that it is necessary to adhere to the positioning that houses are for living, not for speculation, and continue to improve the long-term mechanism for stabilizing land prices, housing prices and expectations, increase financial support for the long-term rental housing market and the construction of affordable housing , and promote the virtuous cycle and healthy development of the real estate industry. Strengthen shareholder qualification review, strictly regulate the behavior of major shareholders, and increase the punishment and public disclosure of illegal and irregular shareholders. Promote the reform of policy-based bank classification and account classification, standardize the integrated operation of large banks, establish a risk isolation mechanism between wealth management companies and parent companies, urge trust industry to return to its functional positioning, and strengthen the core functions of asset management companies non-performing assets disposal .
The "Implementation Plan" requires strengthening policy support and improving industrial economic guarantee measures. The notice emphasized that we should accelerate the implementation of major projects in the "14th Five-Year Plan", major regional strategic plans and annual work arrangements, promote the launch of major projects that meet the conditions, start construction of projects that can be started as soon as possible, and accelerate the construction progress of projects under construction, and strive to complete and put into production as soon as possible. Increase financing support for manufacturing, closely combine with the production and operation cycles of manufacturing enterprises, reasonably determine the financing period, increase the issuance of medium- and long-term loans in manufacturing, and improve the accuracy and effectiveness of financing support.
OECD local time released evaluation data on the 14th, saying that the total economic output of G20 members accelerated in the third quarter of this year, with a month-on-month increase of 1.7%, higher than the month-on-month growth of 0.4% in the second quarter . In contrast, the total economic output of OECD member countries slowed down from the second quarter to the third quarter. The OECD said that so far, half of the G20 economies have not recovered their GDP, including all G7 economies except the United States.
Promote the construction of the Chengdu-Chongqing Twin Cities Economic Circle The fourth meeting of the Chongqing Sichuan Party and Government Joint Conference was held in Yibin, Sichuan today. The meeting proposed to jointly build the Chengdu-Chongqing Twin Cities Economic Circle in 2022 to promote 46 key tasks in 10 aspects, and to promote 160 major projects with a total investment of about 2 trillion yuan. In addition, four implementation plans, including jointly building a world-class equipment manufacturing industry cluster, jointly building a demonstration zone for industrial Internet integration in Chengdu and Chongqing, jointly building a port logistics system for the Twin Cities Economic Circle, and jointly building a carbon peak and carbon neutrality action in the Twin Cities Economic Circle, will also be released.
Data released by the US Department of Labor showed that the US PPI in November increased by 9.6% year-on-year, the largest year-on-year growth rate since the institution counted the data in November 2010, higher than the market expectations of 9.2% and also higher than the previous value of 8.6%. The U.S. core PPI rose 7.7% year-on-year in November, a record high, higher than market expectations of 7.2%, and the previous value was 6.8%.
The U.S. Senate voted to pass a bill to raise the debt ceiling by $2.5 trillion, which is now handed over to the House of Representatives for a vote. If passed by the House of Representatives, the U.S. federal debt ceiling will increase from the current $28.9 trillion to $31.4 trillion.
. Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers, said that it is expected that the total sales of the automobile market in the year will reach 26.1 million vehicles, a year-on-year increase of 3.1%. Next year, the total sales of the automobile market in the next year may reach 27.5 million vehicles, a year-on-year increase of 5.4%. Among them, it is expected that the sales of passenger cars may reach 23 million next year, an increase of 8% year-on-year; the sales of commercial vehicles will reach 4.5 million next year, a decrease of 6% year-on-year. In addition, it is expected that sales of new energy vehicles will reach 5 million next year, a year-on-year increase of 47%.
Data from the State Postal Bureau showed that from January to November, the business revenue of the postal industry (excluding the direct operating income of Postal Savings Bank ) reached a total of 1162.86 billion yuan, a year-on-year increase of 17.1%; the total business volume reached a total of 1240.93 billion yuan, a year-on-year increase of 26.7%. In November, the industry's business revenue reached 126.28 billion yuan, a year-on-year increase of 11.5%; the total business volume reached 138.14 billion yuan, a year-on-year increase of 16.7%.
Sensor Tower store intelligence platform latest data shows that due to the new update of the new role activity prayer in early November and the launch of the 2.3 version at the end of the month, the overseas revenue of Mihayou "Genshin Impact" mobile increased by 60.5% month-on-month, returning to the top of the overseas mobile game revenue list. In terms of Tencent "PUBG Mobile", the revenue from Türkiye accounted for 21.8%, surpassing the United States for the first time and becoming the market with the highest revenue of the game. Driven by Double 11 promotions, the revenue of Motong Technology " Endless Confrontation " in November increased by 21.6% month-on-month, ranking 6th to 7th.
The Ministry of Industry and Information Technology recently issued the "14th Five-Year Plan for Big Data Industry Development", proposing that by 2025, the calculation scale of my country's big data industry exceeded 3 trillion yuan, with an average annual compound growth rate of about 25%, and a modern big data industry system with strong innovation, high added value, and independent control is basically formed.The 14th Five-Year Plan period is a critical period for my country to accelerate the construction of a manufacturing power, a network power, and digital China . The big data industry will also enter a new stage of integrated innovation, rapid development, in-depth application, and structural optimization.
0 The International Energy Agency said it lowered oil demand forecasts for 2021 and 2022 by about 100,000 barrels per day. Supply higher and Omickron hit, the oil market resumed oversupply. For example, OPEC + continues to reduce production cuts, there will be an oil surplus of 1.7 million barrels per day in the first quarter of next year and an overplus of 2 million barrels per day in the second quarter of 2022. If OPEC+'s production cut plan is completely lifted, Saudi Arabia and Russia may reach record annual output levels in 2022.
SEMI releases the "Year-End Total Semiconductor Equipment Forecast Report", and it is expected that the global sales of semiconductor manufacturing equipment in 2021 will reach US$103 billion, a record high, an increase of 44.7% from the historical record of US$71 billion in 2020. SEMI expects the total global semiconductor manufacturing equipment market to expand to US$114 billion in 2022.
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