Before the market, it is expected that the US stock market fell sharply, crude oil fell sharply; Wuliangye's core single product suddenly raised prices... And the important news is these

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Today's subscription tips

In terms of new shares: The subscription code of Dongxin shares is 787110, the issue price is 30.18 yuan per share, and the maximum subscription limit of a single account is 15,000 shares. Dizhe Pharmaceutical's subscription code 787192, with an issue price of 52.58 yuan per share and a single account subscription limit of 0.75 million shares.

Investment is risky, and the subscription needs to be cautious.

Liu He pointed out when attending the China-Europe Forum Hamburg Summit by video that economic growth is expected to exceed the expected target for the whole year

Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, was invited to attend the 9th China-EUROPE Forum Hamburg Summit by video yesterday and delivered a keynote speech. Liu He said that since the beginning of this year, China's economy has continued to recover, growth, employment, prices, balance of payments are generally normal, and it is expected that the annual economic growth will exceed the expected target.

China Disease Control: China's mainstream nucleic acid detection reagents can effectively detect the Omiljung variant strain

Xu Wenbo, director of the Institute of Virus Prevention and Control of the Chinese Center for Disease Control and Prevention, introduced at the press conference of the joint prevention and control mechanism of the State Council yesterday that China's mainstream nucleic acid detection reagents can effectively detect the Aomi Kerong variant, and China has done a good job in the research and development and technical reserves of the Aomi Kerong mutant vaccine.

The Ministry of Finance issued the "Implementation Plan for Supporting Zhejiang Province to Explore Innovation and Create a Provincial Model of Fiscal Promotion of Common Prosperity"

The Ministry of Finance issued the notice of "Implementation Plan for Supporting Zhejiang Province to Explore and Innovate and Build a Provincial Model of Fiscal Promotion of Common Prosperity", which proposes to deepen the reform of the income distribution system and support Zhejiang Province to take the lead in establishing a value-added income distribution mechanism for collective operation construction land into the market.

A team from the Department of Microbiology at the University of Hong Kong successfully isolated and cultivated the Ami kerong strain

The Department of Microbiology at the University of Hong Kong yesterday announced the successful isolation of the Omiljun strain of the new coronavirus variant from clinical specimens. This is the first research team in Asia to successfully isolate and culture the Omiljung strain, which will be used to develop and produce an inactivated all-virus vaccine.

The factory price of the eighth generation of Wuliangye will be raised to 969 yuan Dealer: The news is true

According to relevant media reports, the average ex-factory price of the eighth generation of Wuliangye will increase from 889 yuan / bottle to 969 yuan / bottle. Some channel dealers told the Financial Associated Press reporter that the news is true and will be officially announced at the dealer conference on December 18.

New strain risks pressured by Powell's hawkish remarks U.S. stocks plunged crude oil

U.S. stocks closed sharply lower on Tuesday, with the Dow down 1.86 percent, the NASDAQ down 1.55 percent and the S&P 500 down 1.90 percent. Fed Chairman Jerome Powell said it was possible to end the debt-buying program a few months early and would discuss speeding up the debt-buying process at a future meeting. Moderna's CEO expects existing vaccines to be less effective against Opmiqueron, and investors reassess the risks associated with new variants.

In Terms of European stocks, the German DAX index fell 1.18%, the French CAC40 index fell 0.81%, and the British 100 index fell 0.71%.

WTI Crude Oil Futures for January closed down 5.39% at $66.18 a barrel. Crude oil futures prices fell nearly 21 percent cumulatively in November, the biggest monthly decline since March 2020, based on the most active contracts.

COMEX February gold futures closed down 0.5% at $1776.50 an ounce.

These announcements cannot be missed

BeiGene: The issue price was determined to be 192.6 yuan per share

BeiGene (688235) announced on the evening of November 30 that the issue price was 192.6 yuan per share, the corresponding market value of the company before the exercise of the over-allotment option was 230.499 billion yuan, and the total market value of the company after the issuance of the over-allotment option was 233.823 billion yuan after the full exercise of the over-allotment option.

Jereh Shares: Plans to invest in the establishment of a joint venture company for silicon-based anode materials

Jereh Co., Ltd. (002353) announced on the evening of November 30 that Jereh New Energy, a wholly-owned subsidiary of the company, signed a joint venture agreement with the Zhao Jinbao team of Jiageng Innovation Laboratory to establish a joint venture company to jointly promote the research and development, production and sales of silicon carbon pure products, silicon oxide pure products and silicon-based composite anode materials. The joint venture company plans to invest in construction in two phases, and the registered capital of the joint venture company in the first phase of the project is 60 million yuan, of which Jereh New Energy invests 115 million yuan and holds 58% of the shares. The registered capital of the joint venture company of the second phase of the project was increased to 84 million yuan, and Jereh New Energy increased the investment by 135 million yuan, and the shareholding ratio was adjusted to 70% accordingly. As a new generation of lithium-ion battery anode material, silicon anode has become one of the new energy battery materials encouraged by the state.

Tianrui Instrument received a letter of concern: asked to explain the business situation of the subsidiary's new crown detection reagent products

Tianrui Instrument (300165) received a letter of concern, and the Shenzhen Stock Exchange asked the company to detail the business model and development of the wholly-owned subsidiary Bessie Bio's new crown testing reagent products, the production capacity, capacity utilization rate, sales volume, unit price, sales revenue, net profit, and current orders in hand of the relevant products in the latest year; explain the possible impact of Bessie Biological's new crown testing reagent products on the company's future operating performance, and fully indicate the risks. From November 29 to 30, the stock price of Tianrui Instrument rose for two consecutive trading days, with a cumulative increase of 43.98%.

Huayou Cobalt: Signed a strategic cooperation agreement with Dangsheng Technology

Huayou Cobalt (603799) announced on the evening of November 30 that the company signed a strategic cooperation agreement with Dangsheng Technology (300073) to stipulate on nickel and cobalt metal resources and precursor supply, and under the condition that Huayou Cobalt provides Dangsheng Technology with competitive metal raw material pricing methods and precursor processing fees, from 2022 to 2025, Dangsheng Technology plans to purchase 300,000-350,000 tons of ternary precursors from the company.

Sanju Environmental Protection: Plans to acquire 70% of the equity of US Coking for 1.279 billion yuan

Sanju Environmental Protection (300072) announced on the evening of November 30 that in order to expand and strengthen its core businesses such as bioenergy and new coal chemicals and chemical products, accelerate the pace of strategic transformation and resolve the risk of receivables recovery. The Company intends to acquire 70% of the equity of Inner Mongolia Meifang Coal Coking Co., Ltd. (hereinafter referred to as "US Coking") held by Yize Sunshine for 1.279 billion yuan, of which 1.21 billion yuan is paid by the company's accounts receivable claims to Jiajing Magnesium Industry and Jushi Energy, a subsidiary of Yize Sunshine Holdings, and 69.4304 million yuan is paid by the company's own funds or self-raised funds.

Jingfang Technology: The shareholding ratio of large funds has dropped below 5%.

Jingfang Technology (603005) announced that on November 29, the Company received the "Simplified Equity Change Report" prepared by the National Integrated Circuit Industry Investment Fund Co., Ltd. (hereinafter referred to as the "Big Fund"), a shareholder holding more than 5% of the shares. Since June 2020, the big fund has reduced its holdings of 14.693 million shares in the company through centralized bidding. Through the company's implementation of the 2019 annual profit distribution plan and the 2020 annual profit distribution plan, the share transfer and capital reserve conversion increase the share capital to increase the company's shares by 13.4191 million shares, after this equity change, the big fund holds 20.4038 million shares of the company, accounting for 4.99999% of the company's current total share capital, which is less than 5% of the company's shareholders.

Boteng shares: received a new batch of purchase orders from a major pharmaceutical company in the United States

Boteng (300363) announced on the evening of November 30 that it recently received a new batch of purchase orders from a large pharmaceutical company in the United States, which were customized research and development production (CDMO) service orders for a contract related to a small molecule innovative drug for customers. As of the order delivery date, the Company has received orders for related products in the past 12 consecutive months in the past 217 million US dollars, more than 50% of the Company's operating income in the most recent fiscal year.

(The content of the announcement is excerpted from the e-company App)

Brokers are focused on today

Tianfeng Securities:

Construction: "Construction +" entered the fundamental cashing period, optimistic about high growth in performance; traditional building demand is stable, and multiple factors may promote the continuous upward trend of ROE. Optimistic about the "construction +" leading growth and value variety valuation repair, "construction +" dragon in the medium and long-term growth dimension, the layout of "new energy", "chemical" industry enterprises gradually entered the performance cashing period, performance is expected to grow high, in addition, the prefabricated building boom is expected to rebound, recommended Honglu steel structure, China Power Construction, Sente shares, China Chemical, Suwen Electric Energy, Southeast Grid. Under the dimension of valuation repair of value varieties, local state-owned enterprise leaders are expected to enjoy the regional infrastructure boom, the profit elasticity brought about by the improvement of operational efficiency has initially emerged, and there are opportunities for steady growth and report quality improvement in the medium and long term. Recommend Shandong Luqiao, the market share of central enterprises to increase to support the sustained growth of revenue, after the completion of the reduction of leverage, ROE still has obvious upward flexibility, with the central enterprises profit release ability and willingness to continue to strengthen, but also has a strong valuation repair elasticity, recommended China Communications Construction, China Construction, China Railway, etc.

GF Securities:

Macro: Overall, the current round of economy in the third quarter of the supply shock superposition background (epidemic, flood conditions, double reduction, double control) has an accelerated bottoming, the fourth quarter in the policy environment warming up background (power curtailment and production relaxation, supply and price stability, special debt landing acceleration) there is a short-term stabilization; but as previously analyzed, this foundation is not solid, PMI is still hovering near the boom-bust line, the service industry PMI continues to fall, BCI continues to decline. The slowdown momentum brought about by the two endogenous clues of hidden debt and real estate regulation this year and the overseas inventory cycle in the first half of next year has not changed, and there is still a need for stable economic growth. On November 24, the executive meeting of the State Council pointed out that it is necessary to give better play to the role of special debt funds in driving social funds and expand effective investment.

Editor: Ye Shujun

yeshuy 

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