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Newsletter of October 28

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

Newsletter of October 28

Information
1. Macroeconomic news
 
Central Bank: On October 28, according to the central bank’s news, in order to improve the market liquidity of bank perpetual bonds, support banks to issue perpetual bonds to supplement capital, and enhance the ability of financial services to the real economy, the central bank launched a central bank bill swap (CBS) operation , The operation volume is 5 billion yuan, the period is 3 months, and the rate is 0.10%.
 
Ministry of Ecology and Environment: On October 28, the Ministry of Ecology and Environment stated at a regular press conference that it will increase the promotion of non-fossil energy development with greater efforts, especially the development of renewable energy, and build a Proportion of renewable energy applications in industry. At the same time, it will systematically promote green and low-carbon transformation in other key areas.
 
Securities Times: According to a report by the Press Trust of India, Indian Finance Minister Sitharaman said on the 27th that the Indian economy has begun to show obvious signs of recovery, but the economic growth in this fiscal year (2020-2021) may be negative or zero growth.
 
2. Capital market news
 
The three major A-share indexes closed up. Specifically, the Shanghai Composite Index closed up 0.46% to close at 3269.24 points; the Shenzhen Component Index rose 0.89% to close at 13388.10 points; the ChiNext Index rose 0.74% to close at 2670.48 points. The total turnover of the two cities was 733.2 billion yuan.
 
After the start of the three-year reform of state-owned enterprises, the first case to attract and go public came! On October 28, Gezhouba issued a share swap and merger plan for indirect controlling shareholder China Energy Construction. After the reorganization is completed, China Energy Construction Group will return to A to complete the overall listing and become an A+H listed company. Gezhouba will terminate its listing. This is the first state-owned enterprise listed company to absorb and reorganize since the start of the three-year reform of state-owned enterprises.
 
This year, 323 new shares were issued and a total of 409.781 billion yuan was raised. Securities Times statistics show that as of October 28, a total of 323 listed companies have raised funds for the first time this year, with a cumulative total of 409.781 billion yuan. According to statistics from different sectors, since the beginning of this year, the Shanghai Stock Exchange has issued 74 new shares, raising 109.779 billion yuan; 42 new shares issued on the small and medium-sized board, raising 28.364 billion yuan; 87 new shares issued on the ChiNext, raising 75.906 billion yuan; Science and Technology Innovation Board 120 new shares were issued, raising 195.732 billion yuan.
 
The China Securities Regulatory Commission approved the IPO registration of two companies on the Science and Technology Innovation Board. On October 28, the China Securities Regulatory Commission approved the registration of initial public offerings of the following companies on the Science and Technology Innovation Board in accordance with legal procedures: Xinxiang Ruifeng New Materials Co., Ltd., Zhejiang Yitian Intelligent Kitchen Appliance Co., Ltd.
 
3. power industry news
 
Energy News: On October 28, China Energy News reported that in August this year, factors such as continued high temperature weather triggered the electricity crisis in California. During the period, the electricity price in the California electricity market exceeded $1,000/kWh, which was 20-30 times higher than the third quarter average.
 
Polaris Power Network: On October 27, the water storage project of Jinsha Hydropower Station passed the inspection and acceptance, which marked that the Jinsha Hydropower Station project officially entered the stage of reservoir water storage and unit commissioning. The Jinsha Hydropower Station has an installed capacity of 560,000 kilowatts, with an average power generation of 2.177 billion kWh over the years.
 
Huaneng Hydropower: On October 28, Huaneng Hydropower released its 2020 third quarter report. According to the data, the company realized operating income of 14.726 billion yuan in the first three quarters, a year-on-year decrease of 9.74%, and realized net profit attributable to the parent of 4.347 billion yuan, a year-on-year decrease of 10.65%.
 
4.industrial energy storage industry news
 
Ministry of Industry and Information Technology: On October 27, the "Energy-saving and New Energy Vehicle Technology Roadmap 2.0" was officially released under the guidance of the Ministry of Industry and Information Technology and led by the China Automotive Engineering Society. According to the roadmap, the goal is to account for 50% of sales of energy-saving vehicles and new energy vehicles by 2035.
 
Nonferrous Metals.com: On October 28, Shanghai nickel futures surged more than 5%, a new high since December 18 last year. According to sources, the Philippines’ largest nickel ore producer and exporter, Asia Nickel Corporation, said on Wednesday that after 19 employees tested positive for the new crown, in order to curb the spread of the virus, the company’s HMC nickel mine in the Caraga region has suspended operations from Tuesday. The suspension will last until November 10.
 
GF Securities: On October 28th, the latest research report of GF Securities believes that the global economic transformation in the post-epidemic era promotes an overweight on the supply side of lithium batteries, superimposed on the wave of automotive electrification, and the demand side is about to erupt, and the world is about to usher in a new round of new energy industry expansion Cycle, as the upstream of the industry chain, the lithium battery equipment industry is expected to fully benefit.
 
CATL: On October 28, CATL released its 2020 third quarter report. Data show that the company achieved operating income of 12.7 billion yuan in the third quarter, an increase of 0.8% year-on-year, and realized a net profit of 1.42 billion yuan, an increase of 4.24%. This is the first time this year that CATL has achieved positive growth in net profit in a single quarter.
 
Guoxuan Hi-Tech: On October 27, Guoxuan Hi-Tech disclosed the third quarter report. In the first three quarters, the company achieved revenue of 4.077 billion yuan, a year-on-year decrease of 20.85%; realized net profit attributable to the parent of 85,265,600, a year-on-year decrease of 85.26%, a decrease compared with the same period last year expand.
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