Yang Ma enlarges the financial stock explosion! Foreign investors increase the position of a shares by 8 billion yuan

category:Finance
 Yang Ma enlarges the financial stock explosion! Foreign investors increase the position of a shares by 8 billion yuan


At this time, trump, who is about to leave office, once again attacks Chinese enterprises

Trump opens another blacklist

Several 100 billion giants are listed

It is reported that the list also includes China Construction Technology Co., Ltd. and China International Engineering Consulting Company. The U.S. Department of defense did not respond to a request for comment, the report said.

This is the first time that CNOOC has been officially named by trump.

In addition, Chinese architecture also appeared diving phenomenon, but still strong pull back in the plate.

The United States previously defined 89 Chinese enterprises as having military background and prohibited them from buying American products and technology.

In response, Chinese Foreign Ministry spokesman Zhao Lijian responded at a press conference on November 23 that China firmly opposed the US sides groundless crackdown on Chinese enterprises, and repeatedly expressed its solemn position in this regard. What the United States has done seriously violates the market competition principles and international economic and trade rules that the United States has always boasted, and will certainly damage the national interests and self-image of the United States. Zhao Lijian also said that Chinese enterprises always adhere to the rule of law and comply with the laws and regulations of various countries, including the United States, in their international operations. The US side should stop its misbehavior of generalizing the concept of national security and suppressing foreign enterprises.

Suddenly! Sk Chongqing factory shut down due to epidemic situation

Semiconductor, chip plate crazy pull up

On the morning of November 29, CCTV News reported that SK Hynix Chongqing company suspended production due to employee infection.

It is reported that the employee is a Korean, male, an engineer of SK Hynix Semiconductor (Chongqing) company. At 20:00 on November 26, he took the companys special car to take the plane to Incheon, Korea. On November 28, he was found positive for nucleic acid of new coronavirus at Incheon Airport of South Korea. He was initially determined to be asymptomatic. I hereby report to the company.

After receiving the report, Chongqing city and relevant districts immediately started emergency response, organized and carried out epidemiological investigation, on-site control, nucleic acid detection, epidemic spot elimination and other measures. At present, the enterprise working in a certain office of Han stopped production temporarily and implemented closed management. All employees were isolated and nucleic acid detection was carried out overnight. Chongqing Fuli holiday hotel where Han lived was suspended for closed management. All employees of the hotel and all guests since November 25 were tracked and detected for nucleic acid.

Sk Hynix Chongqing plant

According to previous reports of Chongqing daily, SK Hynix Semiconductor (Chongqing) Co., Ltd., located in Chongqing Xiyong Free Trade Zone, mainly undertakes the post process business of SK Hynix Semiconductor, including semi conductor post process services such as probe test assembly, packaging, packaging test, module assembly and module test, as well as the R & D and design of semiconductor products and similar products. At present, nandflash is mainly used in mobile devices, such as smart phones, tablet computers and USB.

Since the completion and commissioning of SK Hynix Chongqing project phase II project in September 2019, the annual production of chips is expected to be close to 2 billion, accounting for more than 40% of the entire SK Hynix flash memory products. It is the worlds largest overseas packaging and testing base.

This means that the temporary shutdown of SK Hynixs Chongqing factory will directly affect SK Hynixs 40% flash sealing and testing capacity, and SK Hynix Semiconductor Co., Ltd. is the second largest memory manufacturer in the world.

Affected by this news, the semiconductor and chip plates, which were once slightly down because of the US crackdown, have fully digested the above adverse effects and rebounded comprehensively and rose rapidly near midday.

Market participants, SK Hynix Chongqing stop production at this time, which is undoubtedly worse for the already tight storage chip sealing capacity. If the shutdown time is prolonged, the global flash memory shipment will be affected. This is undoubtedly a major positive for the domestic chip industry.

Central bank promotes 200 billion MLF

Big financial crisis

Before the 30 th trading day, the central bank announced that in order to maintain the stability of liquidity at the end of the month, 200 billion yuan medium-term loan facility (MLF) operation and 150 billion yuan reverse repurchase operation were carried out on November 30, with the bid winning rate of 2.95% and 2.20% respectively. In addition, the peoples Bank of China will carry out medium-term loan facility (MLF) operation on December 15 (including one-time renewal of two MLF maturities on December 7 and 16). The specific operation amount will be determined according to market demand and other conditions.

According to the announcement, the central bank launched a 7-day reverse repurchase operation of 150 billion yuan today. As the 40 billion yuan reverse repurchase expired today, the net investment of 110 billion yuan was realized on that day.

In terms of funds, on November 27, the interbank market was more relaxed, and the weighted interest rate of overnight pledge repo (dr001) fell more than 28bp again, approaching 0.8%, a new low in this quarter; the seven day price was still strong across the month, but the supply was not worried.

Analysts believe that in the case of treasury cash deposit operation on that day, the central banks open market continued to net investment today, and there was no pressure for short-term policy care next month.

At the same time, the interest rate of interbank certificates of deposit continued to rise. The issuance rate of one-year certificates of deposit of large banks rose to 3.35%, which exceeded the market interest rate of 10-year Treasury bonds, reflecting the shortage of medium and long-term liquidity.

Analysts believe that, near the end of the month, fiscal expenditure has been put into force, but the central bank has not recovered. With the monetary and financial double insurance, liquidity at the end of the month and even at the end of the year should be stabilized, while the pressure on the banks liability side may be alleviated after a large amount of financial funds are put into operation at the end of the year.

Financial stocks broke out

Affected by this news, today, the big financial plate ran. The insurance sector led the gains, with the index up 4.22%, while brokers, banks and non banks also rose 2% as a whole.

In terms of securities companies, Guosheng financial holding and Zhongtai securities were trading, and CICC reported 9.52%, a new record since listing.

Among bank stocks, Bank of Qingdao and Bank of Xiamen were both trading, Industrial Bank rose 6.16%, and CCB rose more than 5%.

The leading big brother Cosmos bank -- ICBC rose nearly 5% at the beginning of the day, then fell back and rose 1.86% by midday.

Strong economic recovery

In addition to taking care of the market, the International Bureau of statistics has also released various good news.

The data show that, with the remarkable achievements made in overall prevention and control of epidemic situation and economic and social development, Chinas economy continues to recover steadily. In November, Chinas Manufacturing Purchasing Manager index, non manufacturing business activity index and comprehensive PMI output index were 52.1%, 56.4% and 55.7%, respectively, higher than 0.7%, 0.2% and 0.4% of the previous month. The three major indexes were all at the high points of the year, higher than the critical point for 9 consecutive months.

From the industry situation, the production index and new order index of pharmaceutical, electrical and mechanical equipment, computer communication electronic equipment, instruments and meters related to high-tech manufacturing are all higher than 56.0%, which are in a relatively high boom zone, and the production and demand release is accelerated, which further enhances the overall leading role of the manufacturing industry. At the same time, driven by the demand of downstream industries, the price of upstream products has increased More obvious. In November, the two price indexes of petroleum processing, coal and other fuel processing, chemical raw materials and chemical products, ferrous metal smelting and rolling processing, nonferrous metal smelting and calendering processing industries were all in the high boom range above 60.0%.

In addition, since this year, PMI of textile and garment industry has always been below the critical point, and the industry prosperity continues to be weak. Among the export enterprises, 18.8% reflected the impact of RMB exchange rate fluctuation, which was 1.7% higher than that of last month. Some enterprises said that with the continuous appreciation of RMB in recent years, their profits were under pressure, and export orders decreased.

In terms of non manufacturing business activities, the business activity index of railway transportation, air transportation, telecommunications, radio and television satellite transmission services, finance and other industries was at a high level of above 60.0%, and the total business volume increased significantly; at the same time, the business activity index of real estate, ecological protection and environmental management industries dropped below the critical point, and the business prosperity dropped to some extent.

However, the construction industry has rebounded at a high level. The business activity index of the construction industry was 60.5%, 0.7 percentage points higher than that of the previous month, returning to the high economic range, and the construction industry production activities generally accelerated.

Obviously, industries in the high boom zone have performed since November.

The coal index rose nearly 20% in November.

Textile index in the first ten days of October after the rise, rapid decline, hovering in the low.

The real estate index bottomed out and rebounded, making an upward attack in the past two days.

Shanghai and Shenzhen 300 broke through 5000 points for the first time in history

On November 30, CSI 300 broke through 5000 points for the first time. By the end of the day, CSI 300 rose 1.29% to close at 5045 points, up 37% this year.

Today, the top five stocks were: Apple concept stock Pengding holding, brokerage concept stock Dongfang fortune, ophthalmology concept stock Kanghong pharmaceutical, entertainment leader mango hypermedia, and nonferrous plate leader Jiangxi copper.

Last week, China Securities Index Co., Ltd. announced that it would adjust the samples of CSI 300, CSI 100, CSI 500 and CSI Hong Kong 100. The adjustment took effect on December 14.

After the sample adjustment, the ratio of CSI 300 and CSI 500 to the total market value of Shanghai and Shenzhen markets is 57.25% and 15.12% respectively.

Northbound capital increases 8 billion in half a day

Northward funds continued to perform actively, with a net inflow of more than 8 billion yuan in half a day. The momentum of a shares increased sharply. In the whole November, the northward capital position of a shares broke through the 60 billion yuan mark.