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Newsletter of November 5

  • 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 5

Information
1. Macroeconomic news
 
Central Bank: On November 5, the central bank announced that in order to maintain a reasonable and sufficient liquidity in the banking system, on November 5, it carried out a 7-day reverse repurchase operation of 30 billion yuan by way of interest rate bidding, and the winning interest rate was 2.20%.
 
China Automobile Association: On November 5, according to the calculation of the China Automobile Association, the sales volume of the automobile industry in October is estimated to be 2.544 million, a decrease of 0.8% from the previous month and a year-on-year increase of 11.4%. In terms of vehicle models, the sales of passenger cars increased by 7.3 %, commercial vehicle sales increased by 27.5% year-on-year.
 
Shanghai Municipal Government: On November 5, in order to thoroughly implement the "Guiding Opinions of the Central Committee of the Communist Party of China and the State Council on Promoting High-Quality Trade Development," Shanghai Municipality issued its implementation opinions on promoting high-quality trade development.
 
Chinanews.com: On November 5, the 2020 Forbes China Rich List was released, with 400 rich people on the list. Among them, Ma Yun ranked first for three consecutive years, with his wealth increasing to 437.72 billion yuan; Ma Huateng ranked second with 368.32 billion yuan; Zhong Suisui, the founder of Nongfu Spring, ranked third with 359.65 billion yuan.
 
2. Capital market news
 
The three major A-share indexes closed up. Specifically, the Shanghai Composite Index rose 1.30% to close at 3,320.13 points; the Shenzhen Component Index rose 1.72% to close at 13,894.26 points; the ChiNext Index rose 1.36% to close at 2787.88 points. The market volume expanded, with a total of 859.7 billion yuan in transactions between the two cities.
 
On the second anniversary of the Science and Technology Innovation Board, 191 shares were listed, with a total market value of over 3 trillion. The main contents of today's Sci-tech Innovation Board Daily report include: IPO variations, 22 SCI-tech startups terminated the review during the year; the total market value of the Sci-Tech Innovation Board exceeded 3 trillion in the second anniversary of the Sci-Tech Innovation Board leading the reform of the A-share market registration system.
 
Shenzhen's first trillion giant was born! On November 5, the A-share market capitalization of liquor companies increased by one trillion. The market value of Wuliangye successfully broke through the trillion mark, reaching 1008.4 billion yuan, becoming the second liquor company with a market value of over one trillion yuan in the A-share market, and firmly occupying the position of Shenzhen's No. 1 brother, throwing away the second place in the Ningde era and a total of 400 billion yuan. .
 
BYD became the first A-share auto company with a market value of over 500 billion. On November 5, BYD's daily limit reached a new high, and its market value exceeded 500 billion yuan. BYD has been trending strongly this year. So far, it has risen by about 284%.
 
3.power industry news
 
Three Gorges Group: On November 3, Lei Mingshan, Party Secretary and Chairman of the Three Gorges Group, held a discussion with Wang Xiangang, Vice Governor of Yunnan Province, in Beijing. The two sides conducted in-depth exchanges on deepening cooperation in the field of clean energy and promoting the protection of the Yangtze River.
 
Guotai Junan Securities: On November 5, Guotai Junan Securities released a research report. According to the report, considering the current good storage conditions of reservoirs, it is expected that power generation in the fourth quarter will still be considerable. It is expected that the net profit of Yangtze River Power will be 24-24 billion yuan in 2020, an increase of 11% to 14% year-on-year.
 
Huatai Securities: On November 5, Huatai Securities released a research report. According to the report, Huaneng Hydropower has great potential for incremental installed capacity and is optimistic about the downside of depreciation in the long term, giving Huaneng Hydropower a target PE of 16.5-17.5 times in 2021.
 
4.industrial energy storage industry news
 
High-tech lithium battery: subject to industrial and commercial registration, as of November 4, Tianyan Check data shows that my country's new energy vehicle-related companies have exceeded 48,000 this year, exceeding the number of new energy vehicles in 2019.
 
Power Battery Network: On November 5, according to foreign media reports, French renewable energy company Neoen announced that it will once again cooperate with Tesla to build a 300 MW lithium battery energy storage system in southeastern Australia.
 
Power Battery Network: On November 5, according to Korean media reports, at the LG Chem’s extraordinary shareholders meeting held a few days ago, the company’s proposal on splitting the battery business was passed with an approval rate of 82.3%. The “LG Energy Solution” is expected It was officially established on December 1 this year.
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