Highlights
Ministry of Commerce: CEPA to expand the opening up of preferential measures in Guangdong, Hong Kong and Macao Bay Area to take the lead in the early and pilot test
Shanghai Municipal Government executive meeting decided to speed up the construction of the Shanghai Financial Science and Technology Center
Shanghai Financial Science and Technology Center
The Shanghai Municipal Government has decided to accelerate the construction of the Shanghai financial technology center.
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Market Commentary
Market Commentary: After the continuous rebound, the market volume shock, investors should not chase the short-term rise
New Energy Vehicles: The Ministry of Industry and Information Technology has recently opened public comments on the new energy automobile industry planning
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Futures Intelligence
Metal Energy: Gold 336.42, down 0.16%; Copper 48720, up 1.44%; Rebar 3509, up 0.49%; Rubber 13240, down 0.19%; PVC index 6585, up 0.77%; Zheng Alcohol 2011, down 0.25%; Shanghai Aluminum 13980, up 0.72%; Shanghai Nickel 106240, down 0.34%; Iron Ore 657.0, up 2.42%; Coke 1932.5, up 1.42%; Coking Coal 1,244, down 0.24%; Crude Oil 466.8, up 1.21%;
< strong>Agricultural products: soybean oil 6418, up 0.44%; corn 1895, down 0.16%; palm oil 5972, up 1.25%; cotton 13,230, down 0.19%; Zheng wheat 2399, up 0.08%; sugar 5,496, up 0.96%; apple 8,386, down 0.44%;
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Exchange rates: EUR/USD 1.1064, up 0.02%; USD/CNY 7.0366, up 0.18%; USD/HKD 7.8284, down 0.02%.
(The above futures data from the Shanghai Futures Exchange, Dalian Commodity Exchange, Zhengzhou Commodity Exchange)
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New stock tips?
Gabriel, subscription code 787089, subscription price 23.90 yuan.
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Highlights
1, the Ministry of Commerce: CEPA to expand the opening up of preferential measures in Guangdong, Hong Kong and Macao Bay Area to take the lead in the first pilot
The State Council Information Office today on the "Central **** State Council on the Guiding Opinions on Promoting High-Quality Development of Trade". Ren Hongbin, assistant minister of commerce, said the preferential measures of CEPA's opening-up expansion will be the first to be implemented in Guangdong, Hong Kong and Macao in the Greater Bay Area at an early stage and on a pilot basis.
Ren Hongbin said that in order to actively support the construction of Guangdong, Hong Kong and Macao Bay Area and promote the implementation of the "Outline of the Plan for the Development of Guangdong, Hong Kong and Macao Bay Area", the Ministry of Commerce took the lead in the framework of the Mainland, Hong Kong and Macao Economic and Trade Cooperation Committee, and set up the Guangdong, Hong Kong and Macao Bay Area construction economic and trade task force, which will carry out the following tasks in relation to the efficient and convenient flow of factors in Guangdong, Hong Kong and Macao Bay Area, and promote the liberalization and facilitation of trade and investment in Guangdong, Hong Kong and Macao. It has conducted in-depth studies on the efficient and convenient flow of factors, and the promotion of trade and investment liberalization and facilitation among Guangdong, Hong Kong and Macao, etc. It has put forward the "Opinions on Certain Policies and Measures in the Commercial Sector in Support of the Construction of the Guangdong, Hong Kong and Macao Greater Bay Area", which will make the preferential measures for the expansion of liberalization under CEPA the first to be implemented in Guangdong, Hong Kong and Macao as a pilot scheme, and will push for the full realization of liberalization of service trade in the Greater Bay Area. Support Guangdong Pilot Free Trade Zone to take the lead in exploring the docking of economic and trade rules with Hong Kong and Macao, leading to the enhancement of the Guangdong-Hong Kong-Macao Greater Bay Area system-based opening up, and supporting Hong Kong and Macao to participate in the construction of the market system and consumption upgrading of nine cities in the Pearl River Delta in the Greater Bay Area.
Ren Hongbin said, "Opinions" contains six aspects of 27 specific initiatives, covering consumption, circulation, trade, investment, economic cooperation and other key areas, will become a period of time in the future business sector to support the construction of Guangdong, Hong Kong and Macao Bay Area policy guidelines.
Review: The CEPA opening-up preferential measures in the Guangdong, Hong Kong and Macao Bay Area to take the lead in the early and pilot implementation of the Ministry of Commerce in the field of business to support the construction of the Guangdong, Hong Kong and Macao Bay Area is an important initiative. December 20, is the 20th anniversary of the return of Macao, is expected to support Macao to better integrate into the development of the Guangdong, Hong Kong and Macao Bay Area policy will still be introduced one after another. Zhuhai plate stocks are expected to get active performance opportunities.
(Investment advisor? Cai Jin? Registered investment adviser certificate number: S0260611090020)
2, the Shanghai Municipal Government executive meeting decided? Accelerate the construction of Shanghai financial technology center
Shanghai municipal government executive meeting chaired by Deputy Secretary of the Shanghai Municipal Party Committee, Mayor Ying Yong on the 9th, to study and formulate to accelerate the construction of the Shanghai financial technology center to implement the plan to promote the development of Shanghai's international financial center and science and technology innovation center linkage; study and improve the system of intellectual property rights policies and regulations, and to clarify the relevant rules and regulations. The rules and regulations of intellectual property rights.
In order to implement the spirit of the Action Plan for the Construction of Shanghai International Financial Center (2018-2020) and other documents jointly issued by the People's Bank of China and eight other departments, the relevant departments of the city formulated the Implementation Plan on Accelerating the Construction of the Shanghai Financial Technology Center, which will create a financial technology technology research and development highland, innovation and application highland, industry gathering highland, talent gathering highland, industry standard formation highland and regulatory innovation pilot area.
The meeting agreed in principle to the "implementation plan" and pointed out that the construction of the Shanghai financial technology center is the new connotation of the construction of Shanghai's international financial center, the new opportunities and new momentum, is to implement the national strategy to promote the development of Shanghai's international financial center and the center of scientific and technological innovation is an important focus. Shanghai's financial and scientific and technological strength is relatively strong, the rule of law environment is good, to seize the opportunity of the central government to Shanghai three new major tasks, according to the municipal party committee and municipal government deployment, in the country's financial management department's strong support, to speed up the promotion of financial science and technology center construction, for the construction of international financial centers to achieve the curved road to overtake the car to provide a powerful grip. It is necessary to identify the focus point, focus on new technologies such as big data, artificial intelligence, blockchain, 5G, etc., and promote the research and development and application of core fintech technologies. We should provide timely policy supply, create a first-class environment for the development of financial technology, promote the pilot of financial technology regulatory innovation, continuously optimize all kinds of payment and settlement services, and promote the clustering of financial technology industry.
Currently, Shanghai is accelerating the construction of the Asia-Pacific region's intellectual property center city. The city's relevant departments have formulated rules for intellectual property-related work.
The meeting pointed out that we should take into account the actual situation of Shanghai, focus on improving the system of intellectual property policies and regulations, and strive to build a system of intellectual property protection and services that is adapted to the development of the city and in line with international standards. Relying on the city's intellectual property joint conference, we should establish a working mechanism, clarify the working procedures, and further optimize the business environment.
Comment: Vigorously developing financial technology is an important direction and impetus to accelerate the construction of Shanghai's international financial center in the new era. The executive meeting of the Shanghai Municipal Government pointed out that it is necessary to provide timely policy supply and create a first-class environment for the development of financial technology. This will give the registered place in Shanghai or in the Shanghai region business income accounted for a higher proportion of financial technology companies to bring accelerated development opportunities.
(Investment adviser? Mr. Cai Jinyi (Registered Investment Advisor Certificate No. S0260611090020)
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Market Review
1, the market review: continuous rebound after the market volume shock, investors should not chase the short-term rise
Monday the market in the afternoon weak shock, cement, iron and steel and other cycle warming up, the software stock Collectively active, the index opened slightly higher, after the opening of the index fell back quickly, silver, gold plate weakened, while the virtual reality plate has been stronger, cement, wireless headset, semiconductor plate is more active, stocks up and down half, the number of stops increased, since then the three major indices began to narrowly oscillate, China software once led to the domestic software plate quickly strengthened the market more atmosphere, the market is better, the market narrowly shocked in the afternoon, the market is more active. Science and innovation plate plate in Huaxing Yuanchuang driven by the collective high, while the three major indexes to maintain the trend of horizontal oscillation, independent control plate is stronger, stocks up and down half, the funds began to cautiously wait and see. Near the end of the day, the index continued to oscillate. As of the close of the Shanghai index rose 0.08%, the Shenzhen Composite Index fell 0.02%, the GEM index fell 0.33%. Plate concepts, steel, cement plate led the rise, blood products plate led the fall. The two cities *** 1836 stocks rose, 36 stocks rose, in addition to new stocks stopped 30; 1629 stocks fell, 4 stocks fell. Shanghai stocks through the inflow of 3.115 billion, Shenzhen stock exchange inflow of 1.579 billion.
The market failed to continue the previous week's rally, with a high level of shock on Monday. With the recent continued surge in technology stocks, many high-quality technology stocks have hit record highs, and with the full climax of the plate, hotspots are constantly being tapped and extended. At the same time, some funds today chose low steel, cement and other cyclical sectors to switch between high and low, with a few similarities to that market rhythm change in late November. Currently approaching the end of the year, expect this to start a period of dramatic market possibility is low, with the first phase of the agreement between the United States and China is approaching the time, the market will be more and more tend to be cautious, but 18 consecutive trading days net inflow of funds from the north showed an attitude worthy of us to think about. Currently see the market operability is still strong, but due to the lack of incremental capital support, as well as the approach of the key time nodes, the position should not be too heavy, low absorption of high-quality varieties, do not chase high.
(Investment Advisor Zeng Zilei Registered Investment Advisor Certificate No.: S0260613090015)
2, new energy vehicles: the Ministry of Industry and Information Technology of the new energy automobile industry planning for public comment.
Recently, the Ministry of Industry and Information Technology on the "new energy automobile industry development plan (2021-2035)" (draft) for public comment. The plan proposes that by 2025, the competitiveness of the new energy automobile market will be significantly improved, and key technologies such as power batteries, drive power, and on-board operating systems will have made significant breakthroughs. New energy vehicle sales accounted for about 25% of the new car sales, intelligent network car sales accounted for 30% of the new car sales.
Investigators comment: The Ministry of Industry and Information Technology this action response to our policy level for the development of new energy vehicle industry escort. Previously, by the new energy vehicle subsidy slump, most of the new energy vehicle industry chain stocks have appeared more substantial adjustment. With the Ministry of Industry and Information Technology on new energy vehicles to re-statement, as well as the recent overseas first-line car companies have announced automotive electrification strategy, electrification was significantly accelerated trend, new energy vehicle industry is expected to return to the boom upward inflection point. Suggest that investors focus on battery equipment leaders, new energy vehicle leaders, and core battery-related materials companies.
(Investment Advisor Zeng Zilei Registered Investment Advisor Certificate No.: S0260613090015)
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These are the most important of all.