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1. The Customs Tariff Commission of the State Council announced on the 21st that the import and export tariffs of some commodities will be adjusted in 2024, and zero tariffs will be implemented on drugs and raw materials for some anticancer drugs and rare disease drugs.
2. Industrial and Commercial Bank of China will lower the listed interest rate of deposits from the 22nd, involving multiple deposit varieties such as call deposits, lump sum deposits and withdrawals. Many banks such as China Construction Bank, Bank of China, and Agricultural Bank of China will also adjust the listed interest rate of deposits from the 22nd.
Macroeconomic
1. According to data released by the Ministry of Commerce on the 21st, from January to November this year, 48,078 foreign-invested enterprises were newly established in the mainland, a year-on-year increase of 36.2%, and the mainland absorbed 1.04 trillion yuan of foreign investment in the first 11 months, a year-on-year decrease of 10.0%.
2. In response to the U.S. Department of Commerce's inclusion of 13 Chinese companies in the "unverified list" of export control, the Ministry of Commerce said on the 21st that China firmly opposes this and that the U.S. should immediately stop its unreasonable suppression of Chinese companies. China will resolutely safeguard the legitimate rights and interests of Chinese enterprises.
3. The Ministry of Education, the State Administration for Market Regulation, the Ministry of Industry and Information Technology, and the General Office of the All-China Women's Federation recently jointly issued a notice to further strengthen the safety management of children's toys and student supplies, increase the random inspection of "Internet celebrity" toys and student stationery, and strictly prohibit inferior and harmful products from entering the campus.
4. According to the China Manned Space Engineering Office, on the 21st, Shenzhou-17 astronauts Tang Hongbo, Tang Shengjie and Jiang Xinlin worked closely together to successfully complete all the scheduled tasks of the out-of-cabin activities.
5. According to the Ministry of Transport, from January to November, 3.6 trillion yuan of fixed asset investment in transportation was completed, 336 cities were promoted to realize the interconnection of transportation cards this year, and a total of 20,000 charging piles were built in highway service areas across the country.
6. On the 21st, the Ministry of Commerce announced the list of a new batch of Chinese time-honored brands to be recognized, with a total of 388 brands and an average "age" of 138 years old.
7. The Decision of the State Council on Amending the Detailed Rules for the Implementation of the Patent Law of the People's Republic of China was promulgated and will come into force on January 20, 2024.
8. As of 9 o'clock on the 21st, the 6.2-magnitude earthquake in Jishishan County, Linxia Prefecture, Gansu Province has killed 113 people in Gansu, 23 people in Qinghai and 11 people are missing. In order to restore the order of production and life in the disaster area as soon as possible and efficiently do a good job in disaster relief donations, the Gansu Provincial Earthquake Relief Headquarters issued an announcement on accepting donations for the earthquake relief in Jishishan County, Linxia Prefecture on December 18 on the 21st. Today (22nd), more than 4,900 high school students in Jishishan County, Linxia Hui Autonomous Prefecture, Gansu Province, will resume classes online. Gansu will complete the emergency assessment of all housing buildings in Jishishan County within this week.
Investment News
1. The Shanghai Stock Exchange held a symposium on mergers and acquisitions of listed companies in Shanghai, focusing on mergers and acquisitions in the field of scientific and technological innovation, and exchanging views on issues such as valuation rationality, performance commitment supervision, payment instrument selection and restructuring review efficiency, which are of general concern to the market.
2. The Ministry of Industry and Information Technology organizes and carries out the pilot work of network security insurance services, which mainly include two categories: network security property insurance and network security liability insurance, and the pilot content includes enterprise insurance and network security products, information technology products, and network security service insurance for key industries such as telecommunications and the Internet, industrial Internet, and Internet of Vehicles.
3. After more than two years, there has been the latest progress in Ye Fei's case. Recently, the Qingdao Intermediate People's Court released a number of typical cases of securities and futures crimes, one of which was the case of Internet tycoon Ye and others manipulating the securities market, and the Qingdao Intermediate People's Court sentenced him to three years in prison and a fine of 500,000 yuan for the crime of manipulating the securities market. It is reported that the above-mentioned "Ye" is Ye Fei.
4. Since the beginning of this year, funds have flowed into GEM-related ETFs significantly, and the net inflow of 15 ETFs tracking the GEM index has increased by 119% during the year. Public fund people believe that the main reason for the sharp inflow of funds into GEM related ETFs is the return of the economic cycle and industrial cycle. In terms of industrial cycles, the top two weighted industries on the GEM, the new energy and pharmaceutical industries, are both expected to bottom out.
Company Trends
1. Huawei is building independent HarmonyOS stores for smart cars, and it is expected that the number of new HarmonyOS stores will reach about 800 in 2024 and hit 1,000 in 2025. According to the investment documents, one of the criteria for selecting partners for the opening of franchise user centers in 78 cities across the country is to have the ability to have experience in the sales and maintenance of luxury brand cars.
2. Sailis Group signed a comprehensive and deepening strategic cooperation agreement with CATL. CATL will provide high-quality battery products for AITO Wenjie series models for a long time, and will collaborate deeply in the research and development of new products and the application of new technologies and materials.
3. Due to the sharp increase in subscription fees for large content platforms such as YouTube and Netflix, the South Korean government is considering implementing anti-monopoly measures on these platforms.
International dynamics
1. The three major U.S. stock indexes closed up across the board, with the Dow up 0.87%, the S&P 500 up 1.03%, and the Nasdaq up 1.26%. Intel rose 2.88% and SAFTSE rose 2.71%, leading the Dow.
2. According to data recently released by Eurostat, the prices of agricultural products in the EU have declined in the third quarter of 2023, and the average price of agricultural products has decreased by 9% compared with the same quarter in 2022.
3. According to the data recently released by the British Office for National Statistics, the consumer price index (CPI) in the United Kingdom rose by 3.9% year-on-year in November, down from 4.6% in October.
4. CCTV News: On the 20th local time, at the request of the United States, the United Nations Security Council once again postponed the voting time on the draft resolution on the Palestinian-Israeli issue submitted by the United Arab Emirates. The latest draft resolution contains contents such as calling for an urgent suspension of hostilities, but the US side still disagrees with the content of "suspension of hostilities" in it.
5. Xinhua News Agency: The British Supreme Court ruled on the 20th that artificial intelligence cannot be listed as an "inventor" in a patent application.
Nancai Select
1. Bobby Kotick's departure date is finalized, where will Microsoft lead Activision Blizzard?
The departure of this controversial and topical CEO is bound to affect the direction of Activision Blizzard for some time to come. After more than 32 years of service at Activision Blizzard, what impact will his departure have on Activision Blizzard?
2. 21 Depth丨Quantitative private placement this year: supervision has been strengthened, and performance has carried the flag
In the environment of increasingly strengthened supervision, quantitative private equity performance is still carrying the banner.
According to the data of the private placement network, as of the end of November 2023, there are 547 quantitative private placements with performance from January to November this year, including 32 quantitative private placements of 10 billion yuan, and 351 private placements of less than 500 million yuan, accounting for more than 6 percent. In terms of performance, the average return of quantitative private placements from January to November this year was 4.77%, which was higher than the average return of subjective private placements of -1.81%.
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