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Newsletter of November 2

  • 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 2

Information
1. Macroeconomic 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)". The "Planning" pointed out that adhere to the development direction of electrification, connectivity, and intelligence, focusing on integration and innovation, breaking through key core technologies, optimizing the industrial development environment, promoting the high-quality and sustainable development of my country's new energy automobile industry, and accelerating the construction of a powerful automobile country .
 
China Government Website: On November 2, Premier Li Keqiang presided over a meeting of the leading group for the preparation of the "Draft Outline" of the State Council's "14th Five-Year Plan". Emphasize the promotion of sustained and healthy economic and social development during the "14th Five-Year Plan" period.
 
Bureau of Statistics: On October 31, the Bureau of Statistics released the operation of China's Purchasing Managers Index in October 2020. In October, China’s PMI was 51.4%, a slight decrease of 0.1 percentage point from the previous month, but it has been continuously above the critical point since March, indicating that the overall manufacturing industry has continued to pick up.
 
2. Capital market news
 
The three major A-share indexes have diverged today. Specifically, the Shanghai Stock Exchange rose slightly by 0.02% to close at 3,225.12 points; the Shenzhen Component Index and the ChiNext Index rose strongly, and the Shenzhen Component Index closed up 1.39% to close at 13420.96 points; the ChiNext Index closed up 1.98% to close at 2708.39 points. . The total turnover of the two cities was 812.4 billion yuan.
 
Improve the connection between A shares and international funds. On November 2, the central bank released a working paper. The paper proposed a series of measures that will help improve the price discovery function of A shares and reduce the premium rate of A shares relative to ADR and H shares.
 
Fully implement the registration system for stock issuance. On October 31, the State Council Financial Stability and Development Committee held a special meeting. Regarding the construction of the capital market, the meeting emphasized the need to enhance the function of the capital market hub, fully implement the stock issuance registration system, establish a normalized delisting mechanism, and increase the proportion of direct financing.
 
3.power industry news
 
Development and Reform Commission and Ministry of Water Resources: On November 1, the National Development and Reform Commission and the Ministry of Water Resources announced that the Three Gorges Project had completed the overall completion and acceptance procedures. According to the acceptance conclusion, the construction tasks of the Three Gorges Project were fully completed, the quality of the project met the specifications and design requirements, and the overall performance was excellent, the operation continued to be in good condition, and the comprehensive benefits such as flood control, power generation, shipping, and water resources utilization were brought into full play.
 
Ministry of Ecology and Environment: A few days ago, the General Office of the Ministry of Ecology and Environment issued a public solicitation of "National Carbon Emissions Trading Management Measures (Trial)" (Draft for Comments) and "National Carbon Emissions Right Registration and Transaction Settlement Management Measures (Trial)" (Soliciting) Opinion draft) Notification of opinions
 
Polaris Power Network: It was reported on November 2 that Hubei Energy Group and Three Gorges Construction Group signed a contract for the Pingyuan Pumped Storage Project in Luotian County, Huanggang, Hubei.
 
4.industrial energy storage industry news
 
Ministry of Commerce: Recently, Wu Zhengping, director of the Foreign Trade Development Bureau of the Ministry of Commerce, pointed out at the Fifth International Power Battery Application Summit that my country's power battery companies are accelerating the pace of "going global."
 
Power Battery Network: On November 2, according to foreign media reports, Japan has established a strategic policy for the development of high-performance batteries. Japan will provide support in the form of subsidies for the development of next-generation batteries and the preparation of production sites in Japan.
 
Power Battery Network: It was reported on November 2 that the international environmental protection organization Greenpeace and the All-China Environmental Federation jointly released the "Life for Resources: Research Report on the Circular Economy Potential of New Energy Vehicle Batteries in 2030." According to the estimation of the report team, by 2030, the global passenger electric vehicle power battery will face a large-scale decommissioning with a total power of 463GWh, and the total value of the retired battery cascade utilization will reach 100 billion yuan.
 
Gaogong Lithium Battery: reported on November 2 that the third quarter of 2020 report of listed companies in the lithium battery industry chain has successively disclosed that more than 60% of the 65 listed companies have seen increases in revenue and net profit to varying degrees, and some companies have also declined. In the gradual narrowing, the power battery industry chain has recovered strongly.
 
Tesla: Recently, Tesla CEO Musk said that after completing new technologies that significantly increase battery production and reduce costs, Tesla will produce 20 million new energy vehicles every year by 2030.
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