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Newsletter of October 26

  • Author:Securities Affairs Headquarters
  • Origin:Yawang Energy Group
  • Time of issue:2020-11-09
  • Views:

(Summary description)Securities Newsletter

Newsletter of October 26

Information
1. Macroeconomic news
 
Development and Reform Commission: The State Council held a regular policy briefing on the 26th to introduce the "Implementation Opinions on Supporting Private Enterprises in Accelerating Reform, Development and Transformation". The deputy secretary-general of the Development and Reform Commission said that it will further stimulate the vitality and creativity of private enterprises.
 
The Central Bank: On October 26, the Central Bank announced that in order to maintain reasonable and sufficient liquidity in the banking system, today the Central Bank launched 50 billion yuan in interest rate bidding on the basis of the 50 billion yuan fixed deposit operation of the central treasury cash management commercial banks7 In the day-to-day reverse repurchase operation, the interest rate of 2.2% was the same as last time.
 
Ministry of Industry and Information Technology: Recently, the Ministry of Industry and Information Technology stated in its letter on the response to Proposal No. 0292 of the Third Session of the 13th CPPCC National Committee that in the next step, the Ministry of Industry and Information Technology will speed up the improvement of the government financing guarantee system, greatly expand the coverage of government financing guarantees and significantly reduce them Rate.
 
2. Capital market news
 
The three major A-share indexes were mixed. Specifically, the Shanghai Composite Index fell 0.82% to close at 3,251.12 points; the Shenzhen Component Index rose 0.48% to close at 1,3191.25 points; the ChiNext Index rose 0.65% to 2,617.74 points. Market volume shrank, with a total of 633.6 billion yuan in transactions between the two cities.
 
The total market value of domestic and foreign listed Internet companies in my country is 16.8 trillion yuan. On October 26, the China Academy of Information and Communications Technology stated that as of September 30, 2020, the total market value of Internet companies listed in my country and abroad was 16.8 trillion yuan, an increase of 12% from the previous month. Among them, Alibaba ranked first in market value.
 
Ant Group's price range is 68-69 yuan per share. According to media reports, some large domestic fund companies have submitted their quotations to the financial technology giant Ant Group in the range of RMB 68-69 per share. If calculated based on the A-share IPO price of 68 yuan, Ant Group’s A-share fundraising scale will exceed 110 billion yuan, and the issuance market value will reach at least 2.07 trillion yuan.
 
3.power industry news
 
Energy Administration: Recently, the National Energy Administration responded to the suggestion of the National People’s Congress on improving the sustainable development policy mechanism of pumped storage power stations. It stated that the Energy Administration intends to launch a new round of national medium and long-term planning for pumped storage in the near future. Pumped storage planning guides the future development of pumped storage.
 
Sichuan Electric Power Municipal Management Committee: On October 26, the Sichuan Electric Power Market Management Committee issued a notice on soliciting opinions on the "Sichuan Province 2021 Intra-provincial Electricity Market Transaction Overall Plan (Draft for Solicitation of Comments)". The "Opinions" pointed out that in 2021 Sichuan Province The scale of electricity market-oriented transactions is expected to be around 120 billion kwh.
 
Xinhuanet: October 26th, Sichuan Guangyuan Tingzikou Water Conservancy Project, as the first 5G smart hydropower station, launched 5G underwater robots and 5G drones intelligent inspection projects to help improve the level of smart management and industry intelligence in the development of hydropower stations Evolution.
 
Sichuan Investment Energy: A few days ago, Sichuan Investment Energy released a report for the third quarter of 2020. In the first three quarters, it achieved operating income of 650 million yuan, a year-on-year increase of 12.56%; net profit was 2.709 billion yuan, a year-on-year increase of 2.98%.
 
4.industrial energy storage industry news
 
China Steel Association: On October 26, the vice chairman of China Steel Association stated that the annual crude steel output is expected to exceed 1 billion tons, a year-on-year increase of 3-5%.
 
Power Battery Network: On October 26, according to foreign media reports, the European Union said it would occupy a prominent position in the global battery market of tens of billions of euros. To this end, the European Commission intends to review and revise EU battery pack manufacturing and recycling rules .
 
Lithium power grid: Recently, China Tower and China Telecom respectively issued announcements, requiring the inspection suppliers to be manufacturers of lithium iron phosphate battery packs and have independent production capacity of lithium iron phosphate batteries.
 
Tesla: Recently, Tesla’s third-quarter financial report data showed that the production of Model 3 and Model Y in its California plant increased by 25% from the previous month to 500,000, while the previous total production capacity of the two plants in Shanghai and California It is 840,000. From this, it can be estimated that Tesla's global production capacity may be close to one million vehicles.
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