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Newsletter of November 3

  • Author:Securities Affairs Headquarters
  • Origin:Yawang Energy Group
  • Time of issue:2020-11-09
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(Summary description)Securities Newsletter

Newsletter of November 3

Information
1. Macroeconomic news
 
Central Bank: On November 2, the People's Bank of China issued an announcement on the "Interim Measures for the Administration of Online Small Loans (Draft for Comment)" for public comments. The opinion puts forward that online small loans shall not be used for investment in bonds, stocks, financial derivatives, asset management products, etc.
 
Securities Times: The Korean Statistics Agency released consumer price trends on November 3. The Consumer Price Index (CPI) in October rose 0.1% year-on-year to 105.61, the lowest level since June.
 
Securities Times: On November 3, Malaysia’s “Sing Chew Daily” reported that when Malaysia’s political instability and the new crown pneumonia epidemic are suppressing economic recovery, Bank Negara Malaysia will set an overnight policy interest rate at its last interest rate meeting this year. (OPR) remained at 1.75%, in line with market expectations.
 
2. Capital market news
 
The three major A-share indexes closed up collectively. Specifically, the Shanghai Composite Index closed up 1.42% to close at 3271.07 points; the Shenzhen Component Index rose 1.19% to close at 13580.04 points; the ChiNext Index rose 1.33% to close at 2744.31 points. The total turnover of the two cities was 784.7 billion yuan.
 
Complete delisting + severely crack down on violations of securities laws and regulations. On the evening of November 2, the 16th meeting of the Central Committee for Comprehensively Deepening Reform deliberated and approved the "Implementation Plan for Improving the Delisting Mechanism for Listed Companies" and "Several Opinions on Strictly Cracking Down on Illegal Securities Activities in accordance with the Law." The meeting pointed out that improving the delisting mechanism of listed companies and cracking down on illegal securities activities in accordance with the law are important institutional arrangements for comprehensively deepening the reform of the capital market.
 
Promote a three-year action plan to improve the quality of listed companies on the Shanghai Stock Exchange. Recently, the Shanghai Stock Exchange formulated the "Three-Year Action Plan for Promoting the Quality Improvement of Listed Companies on the Shanghai Stock Exchange", which clearly pointed out that we should seize the “niubi” project of establishing a science and technology innovation board and pilot the registration system, strengthen the construction and reform of the capital market, and strive to pass about three years. , Forming a large group of listed companies in the Shanghai stock market that reflect the requirements for high-quality development.
 
It took an average of 195 days to go public on the Science and Technology Innovation Board. Peng Yigang, deputy general manager of the Shanghai Stock Exchange, stated on November 3 that the Sci-tech Innovation Board registration system review 2.0 will further improve quality and efficiency. The total time for the SSE STAR Market to go public is 195 days. The "business environment" rooted in the capital market.
 
3.power industry news
 
Energy Administration: Recently, the National Energy Administration has solicited opinions on the "Measures for Settlement of Electricity Charges between Power Generation Companies and Grid Companies (Draft for Solicitation of Comments)". It pointed out that power generation companies and power grid companies should strictly implement the national electricity price policy and market rules, and must not change the electricity price level or the electricity price mechanism for electricity fee settlement.
 
Chinanews.com: According to the news from the Economic and Commercial Office of the Chinese Embassy in Kazakhstan on November 2, the Turgusong Hydropower Project in Kazakhstan’s East Kazakhstan State undertaken by a Chinese company has officially resumed work recently. This project is a key project for China-Kazakhstan capacity cooperation with installed capacity. The capacity is 24.9 MW.
 
State Grid Energy Research Institute: On November 3, the State Grid Energy Research Institute released the "October 2020 Economic and Energy Power Supply and Demand Situation Analysis", and it is expected that the nationwide electricity consumption in October will increase by about 6% year-on-year.
 
4.industrial energy storage industry news
 
Office of the State Council: On November 2, the General Office of the State Council issued the "New Energy Automobile Industry Development Plan (2021-2035)", proposing to promote the development of the entire value chain of power batteries. Encourage enterprises to improve their ability to guarantee key resources such as lithium, nickel, cobalt, and platinum.
 
Shenzhen Development and Reform Commission: On November 2, the official website of Shenzhen Development and Reform Commission issued the "Announcement on the Proposed Funding Status of Shenzhen New Energy Vehicle Comprehensive Utilization and Replacement Subsidy (First Batch) Project". According to the document information, Shenzhen will allocate 24.48 million yuan to 1533 new energy vehicle owners in the first batch of subsidy announcements.
 
CITIC Securities: On November 3, the CITIC Securities Research Report pointed out that lithium resource protection has become a core concern in the newly released new energy automobile industry plan. The recent supply disturbance of lithium concentrate in Australia has sounded the alarm for the domestic lithium salt industry. Lithium prices are simultaneously driven by demand and cost support, and price increases are expected to accelerate.
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