NO.1Fang Xinghai, vice chairman of the China Securities Regulatory Commission, delivered a speech at the Shanghai Stock Exchange International Investor Conference in 2021. He said that the mechanism and tools will be further optimized. Implement the new regulations for qualified foreign investors, improve and expand the Shanghai-Shenzhen-Hong Kong Stock Connect, Shanghai-London Stock Connect and China-Japan ETF interoperability mechanisms, Further broaden the scope and path of opening the futures market on the existing basis, and provide international investors with more diversified investment options and risk management tools. (Shanghai Stock Exchange)
Fang Xinghai stated that the domestic issuance and listing system for overseas entities will be improved. Improving the regulatory system arrangements for overseas listing of enterprises, So that Chinese enterprises can make better use of both domestic and international capital markets. Will carry out pragmatic cooperation with related parties, Accelerate the resolution of issues related to the audit and supervision of companies’ overseas listings. At the same time, we will further strengthen the construction of regulatory capacity under open conditions, strengthen the monitoring, analysis and judgment of cross-border investment behavior and capital flows in the capital market, and “see clearly and manage all important cross-border transactions.” (China Securities Journal)
NO.2The reporter learned from a number of brokerage firms on October 25 that the Securities Association of China asked brokerages for their opinions on the “Regulations for Public Offering and Underwriting of Stocks on the Beijing Stock Exchange.” Brokers need to submit feedback before October 27. The “Code” stipulates that If the stock is publicly issued and listed on the Beijing Stock Exchange, the stock can be allotted to strategic investors。Lead underwriterThe selection criteria of strategic investors, the qualification for allotment, and the existence of prohibited circumstances stipulated by relevant laws and regulations, regulatory provisions and self-discipline rules should be checked. Issue special verification documents and publicly disclose. (China Securities Journal)
NO.3Recently, the responsible comrades of the System Reform Department of the National Development and Reform Commission led the team, and relevant staff from the Commission’s System Reform Department and the Operation Bureau participated. Go to National Energy Group, Huaneng Group, Datang Group, China Coal Group, etc. to investigate and dock the work of increasing coal production and supply of central enterprises. The research team emphasized that the central enterprises should further enhance their sense of responsibility and mission, and play a leading role in maintaining heat supply this winter and next spring. Under the premise of ensuring safe production and doing a good job in ecological protection, promote coal mines with the potential to increase production to release production capacity as soon as possible. The approved and completed open pit coal mines should be put into production and reach full capacity quickly. (Securities Times)
NO.4Since October 5, the coal supply of power plants nationwide has exceeded coal consumption for 20 consecutive days. Since October 19, the coal supply of power plants has exceeded coal consumption by more than 1 million tons, and it has reached 2 million tons on October 23. The level of coal storage in power plants has increased rapidly, and the safety guarantee capacity of electric coal has been greatly improved. On October 24, the power plant supplied 7.14 million tons of coal, and the power plant’s coal storage reached 95.69 million tons, an increase of 17 million tons from the end of September. It can be used for 17 days. With the further release of coal production capacity and the completion of the overhaul of the Daqin line, the power plant’s coal supply will be further increased. (Development and Reform Commission website)
NO.5The State Council appoints and removes national staff. Appoint Deng Li as Vice Minister of Foreign Affairs; Appoint Hua Chunying (female) as Assistant Minister of Foreign Affairs; Appoint Lu Yingchuan as Deputy Minister of Culture and Tourism; Appoint Liu Guoyong as Deputy Director of the State Sports General Administration; Appointed Wang Jianjun as Vice Chairman of China Securities Regulatory Commission; Appointment of You Zheng as President of Huazhong University of Science and Technology (Vice Ministerial Level). Shi Gang was removed from the post of Deputy Director of the Research Office of the State Council; Yan Qingmin was removed from the post of Vice Chairman of the China Securities Regulatory Commission; Li Yuanyuan was removed from the post of President of Huazhong University of Science and Technology. (China Government Network)
NO.6The National Energy Administration and the Industrial and Commercial Bank of China signed a strategic cooperation agreement. According to reports, the National Energy Administration and the Industrial and Commercial Bank of China will further deepen government-bank cooperation and jointly explore effective ways to help green energy development and promote carbon peak and carbon neutrality. The National Energy Administration will give full play to the role of the competent authority of the energy industry to promote the benign interaction and in-depth cooperation between green energy and green finance. Industrial and Commercial Bank of China will give full play to the green finance advantages of large state-owned banks, take energy supply security and carbon peaking and carbon neutrality as key service areas, enrich innovative products and services, and increase financial support. In the next five years, the Industrial and Commercial Bank of China plans to provide an intentional financing support line of 3 trillion yuan for the energy sector. (Official website of National Energy Administration)
NO.7According to the monitoring data of Souzhu.com, on October 25, the national average price of lean pigs for slaughter was 15.52 yuan, an increase of 0.89 yuan/kg from 14.63 yuan/kg the day before, a single-day increase of 6.08%; compared with 29.42 in the same period last year. Yuan/kg fell by 13.9 Yuan/kg, a year-on-year decrease of 47.25%. The pig price continues to rise, and the market rise continues to accelerate in the last two days, On the 25th, the national average price is about to hit the 16 yuan/kg mark. On the whole, the Northeast, North China and Central China have seen significant gains. (Securities Times)
NO.8The reporter was informed that as of October 25, The first batch of four MSCI China A50 interconnection ETF products, the total fund issuance has exceeded 12 billion yuan, Has become another blockbuster product that has been selling hot recently. The announcement shows that the first batch of four MSCI China A50 interconnection ETFs publicly offered by E Fund, Southern, China, and China Universal will be issued at the same time from October 22 to 26. The raised scale of the four products is capped at 8 billion yuan. . In an environment where the profitability of the equity market is flat and the new funds are weak, the above-mentioned innovative products sold for 12 billion yuan in 2 trading days, showing the attractiveness of the products to investors. (China Fund News)
NO.9Zhejiang Provincial Development and Reform Commission It is planned to introduce a major policy of punitive electricity price for high-energy-consuming enterprises, and conduct social risk assessment, And form an evaluation report. At present, the Zhejiang Provincial Development and Reform Commission has issued relevant project procurement announcements on social risk assessment. (Securities Times)
NO.10U.S. stocks closed, the three major stock indexes collectively closed up. Dow rose 0.18%, The S&P 500 index rose 0.47%, a record high; the Nasdaq rose 0.9%. Disney, Home Depot, Visa, and Wal-Mart all rose more than 1%, leading the Dow. It is reported that Hertz Rent-a-Car will purchase 100,000 Teslas for the rental business, Tesla soared 12.7%, The market value exceeded 1 trillion US dollars, and the stock price rose to 1,000 US dollars for the first time. Xiaopeng Motors rose 11.5%. Energy stocks collectively rose, Exxon Mobil rose 2.03%, Occidental Petroleum rose 3.74%.
NO.1 BYD:BYD announced on the evening of October 25 that the Hong Kong Stock Exchange agreed to spin off its subsidiary BYD Semiconductor Co., Ltd. and list it on the Shenzhen Stock Exchange’s ChiNext, and agreed to exempt the company from providing guaranteed quotas to the company’s shareholders.
NO.2 Carrefour, Hema, Sam:Recently, “Carrefour and Hema both accused Sam of choosing one of the two” rushed into hot searches. On the 25th, Sam’s Club responded to this: We always focus on legal and compliance operations, and we welcome healthy competition, because it will be beneficial to members in the end. At the same time, we also vigorously call for and advocate for the industry. Enterprises should focus on the development of their own characteristics and continue to innovate products and services. This is the basis for the sound and healthy development of the entire industry. The real loss of merchandise duplication and homogenized competition will be the interests of consumers. (China News Service)
NO.3 Huawei:On October 25, Huawei first released the “White Paper for All-Optical Autonomous Driving Network.” Wang Jinping, Director of Optical Network Marketing of Huawei NCE, stated that “Huawei’s all-optical autonomous driving network solution, referring to the top-level architecture of the TM Forum autonomous network, is a scenario-based solution for Huawei’s autonomous driving strategy in the all-optical network field. , The network layer introduces intelligence, brings intelligence to the all-optical network, and accelerates the autonomy of the all-optical network and single domain; on the other hand, through the full opening of network service capabilities, cross-domain collaboration and business agility are realized.” (Huawei official website)
NO.4 Know almost:In response to CCTV’s report on the 24th that it is difficult for consumers to apply for a refund after recharging virtual currency, on October 25, Zhihu said, “Before CCTV’s report, small butler private messaging users stated that they would arrange a refund.” A lawyer said, no. Refunds are only returned to the currency platform suspected of compulsory consumption. (China News Service)
NO.5 New Oriental Online:New Oriental Online announced on the Hong Kong Stock Exchange that it expects to terminate the K-9 (kindergarten to grade 9) subject business before the end of November 2021. The board of directors expects that the termination will have a material adverse effect on the total revenue of the current and subsequent fiscal years. At the same time, the announcement stated that for the two fiscal years ending May 31, 2021, according to total revenue contribution, K-9 business accounted for approximately 58%-73% of K-12 education business. The announcement stated that the board of directors will continue to seek appropriate strategic opportunities, strive to achieve maximum value after the termination of the K-9 business, and will inform shareholders of the latest situation in due course.
NO.6 Tesla:On the evening of October 25, according to the documents submitted by Tesla to the SEC, Tesla’s revenue in the Chinese market in the third quarter of this year reached US$3.113 billion, a year-on-year increase of 78.5%. According to the document, in the first three quarters of this year, Tesla achieved a revenue of US$9.015 billion in China, accounting for approximately 25% of Tesla’s global revenue, making it the second largest market for Tesla after the United States.
NO.7 Byte bounce:A few days ago, Shuimu Future (Beijing) Technology Co., Ltd. has undergone industrial and commercial changes, and the new shareholder Beijing Quantum Jump Technology Co., Ltd. (bytedance related company), etc., has increased its registered capital to approximately RMB 945,600. Mizuki Future (Beijing) Technology Co., Ltd. was established in December 2017. The legal representative and suspected actual controller is Guo Chunlong. Its business scope includes natural scientific research and experimental development; medical research and experimental development. According to information on its official website, Mizuki Future is a structure- and computing-driven new drug research and development company that provides structural biology and drug discovery services. (Securities Times)
NO.8 Sany Heavy Industry:A few days ago, the delivery ceremony of the first batch of 200 electric mixer trucks jointly organized by Sany Heavy Industry and Zhengzhou Ruizhitong Transportation Co., Ltd. came to a successful conclusion. This is also the largest number of electric product delivery contracts in the concrete industry across the country. In August of this year, the above two parties signed a purchase agreement for 1,000 electric mixer trucks. According to the plan, from August 1st, all new concrete trucks in Zhengzhou will be pure electric vehicles. According to the tasks assigned by Zhengzhou City to all districts and counties this year, Zhengzhou City will complete the replacement of 1,195 pure electric concrete trucks this year. (Securities Times)
NO.9 Xiaomi Group:Xiaomi Group held an extraordinary general meeting on the 25th to approve the adoption of Xiaomi EV’s equity incentive plan, with a planned authorization limit of 1 billion shares, accounting for 10% of the total issued shares of Xiaomi EV. The relevant resolution was passed with a high percentage of 97.63% in favor. The management stated that Xiaomi EV currently has no separate listing and financing plan, and emphasized that the group has sufficient cash and cash flow to support the company’s current auto business, and the current Xiaomi automobile talent incentive plan is to better motivate employees to do their best Do car business.
NO.10 ZTE:ZTE announced on the evening of October 25 that the third quarter achieved a net profit of 1.774 billion yuan, a year-on-year increase of 107.58%; the first three quarters achieved a net profit of 5.853 billion yuan, a year-on-year increase of 115.81%.
Following Zhongzi Technology, two more companies broke their shares on the first day of listing. On October 25, Corfu Medical on the GEM and Kelda on the Science and Technology Innovation Board were listed on the first day, that is, both opened and broke. Corfu Medical opened 10.89% lower and Kelda opened 4.9% lower.
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Northbound funds bought a net 894 million yuan on the 25th. Sungrow, Yili, and Tianci Materials received net purchases of 798 million yuan, 740 million yuan, and 648 million yuan respectively. Gree Electric ranked first in net sales, with an amount of 1.16 billion yuan.
List of stocks with active transactions on the day of Northbound Funds
Southbound funds bought a net HK$ 3.209 billion on the 25th. In the list of stocks with active southward capital transactions, there are 8 net purchases of stocks, the largest amount is Kuaishou-W, net purchases of HK$1.8998 billion; a total of 6 net sold stocks, the largest amount is Tencent Holdings, net sales Out of 409.8 million Hong Kong dollars.
Southbound Capital’s list of active stocks on the day
Guosheng Securities:Technically, on the one hand, the Shanghai stock index tends to be short-term, and on the other hand, it closed above the 60-day moving average in the end, showing a “triangular convergence” pattern. As time goes by, the market may choose its direction. At present, the market has no main lines that drive sentiment, and it is expected that the market will continue to maintain a chaotic weak market shock structure. The economic data continued to weaken in September, and the downward pressure on the economy is greater. The economy is likely to be at the bottom in the fourth quarter, and there may be no systematic opportunities in the market for the time being. In the direction, I am optimistic about the Internet of Things and wind power with high growth and high certainty, and the food and financial sectors that are more defensive in the early retracement。
（This article does not constitute investment advice, and operate at your own risk accordingly）
Reporter|Wang Fan
Edit|ProcedurePeng Zhang Xiwei Hu Ling Wang Jiaqi
Proofreading|Duan Lian
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