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Weekly Financial Summary 2022-10-31

Date: 2022-10-31
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Financial attention




Macroeconomy




1. Bureau of Statistics: In the first three quarters, China's cultural industry overcame multiple unexpected factors, such as the multiple outbreaks of epidemics, and generally showed a recovery trend. In the first three quarters, the operating revenue of cultural and related industrial enterprises above designated size nationwide reached 8645.9 billion yuan, up 1.4% year on year, 1.1 percentage points faster than that in the first half of the year. On a quarterly basis, the operating income of cultural enterprises increased by 3.7% in the third quarter from 3.8% in the second quarter.




2. Chinese Academy of Sciences: The 'Discovery 2' scientific research ship carried the 'Deep Sea Warrior' manned submersible to complete a series of sea trial tasks. During the sea trial, scientific researchers successfully deployed a large depth in-situ scientific experiment station on the seabed, which will enable long-term unmanned scientific research in the deep sea. The experimental station is equipped with a megawatt hour lithium battery energy system, achieving a new breakthrough in energy density. The energy system can store 1000 kilowatt hours of electricity and support the experimental station to work continuously on the seabed for more than half a year.




3. EU Judicial Commissioner Raines: Since the Russian Ukrainian conflict in February, the EU has frozen Russian assets worth about 17 billion euros. So far, 90 people's assets have been frozen, more than 17 billion euros in seven member countries, including 2.2 billion euros in Germany.




4. CCTV: On the evening of October 29 local time, a fatal stampede occurred at the Litai Hospital in Longshan District, Seoul, South Korea. As of 16:00 p.m. on October 30, 153 people had been killed and 100 injured, most of them teenagers and young people in their 20s. South Korean President Yoon Hye Yuet announced that the national mourning period will begin today, and he will pay tribute to the victims. Similar activities in South Korea have been cancelled in succession.




5. CCTV News: On October 29 local time, the Russian Ministry of Defense announced that, in view of the Ukrainian attack on Black Sea fleet vessels and civilian vessels participating in the security of the 'food corridor' with the participation of British experts on October 29, Russia has suspended the implementation of the agreement on the export of agricultural products from Ukrainian ports.




Real estate developments




1. China Merchants Shekou: In the third quarter, the revenue was 31.922 billion yuan, down 13.96% year on year; The net profit was 1.070 billion yuan, down 49.04% year on year. The main reasons include that, affected by the market downturn, the carry forward gross profit rate of the real estate business decreased year on year, and the carry forward gross profit decreased year on year; Investment income decreased year on year.







Stock market inventory




1. CICC: Some market valuations and sentiment indicators have been at an extreme position in history, so it is unnecessary to be too pessimistic about the subsequent market environment. In the subsequent market turn, it may be necessary to pay attention to the relief of major contradictions and more potential catalysts, that is, whether the early policy efforts can be more smoothly transmitted to the real economy, especially whether the improvement effect of domestic policy support in real estate, consumption and other fields on major contradictions can still be reflected, and the impact of overseas austerity and geographical risks can be significantly alleviated. In the medium term, China's domestic demand potential is great, current policy constraints are relatively small, and there is enough space for reform and potential tapping. If the policy is timely and appropriate, market opportunities outweigh risks from the perspective of 6-12 months.




2. BOE A: It plans to invest in the construction of the sixth generation new semiconductor display device production line project, with a total investment of about 29 billion yuan.




3. Ganfeng Lithium: the revenue in the third quarter was 13.168 billion yuan, with a year-on-year growth of 340.48%; The net profit was 7.541 billion yuan, up 614.05% year on year. The revenue in the first three quarters was 27.612 billion yuan, up 291.45% year on year; The net profit was 147.95 yuan, up 498.31% year on year.




4. Gree Electric: The revenue in the third quarter was 52.267 billion yuan, up 11.01% year on year; The net profit was 6.838 billion yuan, up 10.5% year on year. In the first three quarters, the operating income was 147.489 billion yuan, up 6.77% year on year; The net profit was 18.304 billion yuan, up 17.00% year on year.




5. China Eastern Airlines: In the third quarter, it achieved a revenue of 16.496 billion yuan, down 7.28% year on year; The net loss attributable to the parent company was 9.38 billion yuan, and 2.954 billion yuan in the same period last year. The revenue in the first three quarters was 35.85 billion yuan, down 31.72% year on year; The net loss attributable to the parent company was 28.116 billion yuan, and the net loss in the same period last year was 8.162 billion yuan.




6. Zhengbang Technology: the net loss in the third quarter was 3.358 billion yuan, and the net loss in the first three quarters was 7.644 billion yuan; The Nanchang Intermediate People's Court of Jiangxi Province ruled to accept the reorganization of the controlling shareholder Zhengbang Group and its persons acting in concert, and ruled to accept the reorganization of the wholly-owned subsidiary Zhengbang Breeding.




7. Gujing Tribute Wine: In the third quarter, the revenue was 3.763 billion yuan, up 21.58% year on year; The net profit was 704 million yuan, up 19.27% year on year. In the first three quarters, the operating income was 12.765 billion yuan, up 26.35% year on year; The net profit was 2.623 billion yuan, up 33.2% year on year.




8. Haier Zhijia: The revenue in the third quarter was 62.891 billion yuan, up 8.62% year on year; The net profit was 3.717 billion yuan, up 20.28% year on year. The revenue in the first three quarters was about 184.749 billion yuan, up 8.91% year on year; The net profit was about 11.666 billion yuan, up 17.26% year on year.




9. Haimuxing: In the third quarter, it achieved a revenue of 1.176 billion yuan, a year-on-year increase of 147.92%; The net profit was 126 million yuan, up 3268.96% year on year. The revenue in the first three quarters was 2.371 billion yuan, with a year-on-year growth of 130.9%; Net profit was 221 million yuan, a year-on-year increase of 507.7%




10. Subscription of new shares: a total of 7 companies launched subscription this week, including one science and technology innovation board; 4 growth enterprises; 1 main board of Shenzhen Stock Exchange; 1 in Beijing Stock Exchange. They are Southeast Electronics, Yuanhang Precision, Tianzhen Shares, Youyan Silicon, Yongshuntai, Hongjing Technology and Zhongzhi Technology.




11. Unlimited shares and restrictions lifted: This week, 50 restricted shares were lifted, with a total of 2.748 billion shares and a market value of 41.585 billion yuan. Among them, Wentai Technology ranked No. 1 in the lifting list with 13.248 billion yuan, Zuojiang Technology and Tianshan Shares ranked No. 2 and No. 3 with 3.666 billion yuan and 3.611 billion yuan respectively.






Wealth Focus




1. Central Bank: The report of the State Council on financial work mentioned that we should further strengthen financial support for the real economy and guide more funds to invest in advanced manufacturing and strategic emerging industries. First, meet the effective financing needs of the real economy. Second, improve financial services in weak links. Third, strengthen financial support for economic transformation and upgrading. Fourth, support the construction of infrastructure and major projects. Fifth, strengthen the construction of financial infrastructure.




2. Financial breakfast: hot spots come out all the time, tracking what you want to hear. It has been some time since the 'Double 11' pre-sale started this year. In the first pre-sale stage, orders are hot. What brand products have achieved growth in turnover? Consumers are more willing to pay for domestic products? What opportunities are worth paying attention to in the household appliance segment? The final payment of the first phase will be paid on the evening of October 31. Are you ready? Financial friends, please check today's financial secret tracking at the end of the article. Are you ready to pay the balance?







Industry observation




1. CCTV Finance and Economics: Lithium battery energy storage is currently the fastest growing technology route in the field of new energy storage in China. The construction of domestic wind power photovoltaic and other bases directly drives the demand for lithium battery energy storage, and orders of related industries grow rapidly. In the first three quarters, the installed capacity of new energy storage projects put into operation nationwide was 963.7 MW, a year-on-year increase of 120%, of which lithium battery energy storage accounted for the vast majority. Relevant enterprises said that the number of orders and deliveries was about twice that of the same period last year.




2. Sanya City, Hainan Province: launched the Plan for Sanya to Build an International Tourist Resort (2022-2035), dynamically planned 117 key projects, with a total investment of more than 138.5 billion yuan. Strive to build Lucheng into a domestic leading tourism destination with greater international influence by 2025, and strive to promote high-quality tourism development.




3. China Securities News: Influenced by climate and environmental changes and the European energy crisis, cardigans from Puyuan, Tongxiang, Zhejiang, are popular in Europe. According to the introduction of import and export enterprises, this year, European customers put forward new demands for strong warmth preservation, and high necked sweaters became popular items. Data shows that in September, Zhejiang Tongxiang Puyuan sweater market achieved a turnover of 12.3 billion yuan, an increase of 30% over August. From January to September, the transaction volume reached 56.89 billion yuan.




4. CCTV News: Polish Prime Minister Morawitzki announced that he had chosen to cooperate with the U.S. government and Westinghouse Electric Company to build Poland's first nuclear power plant, so as to reduce coal consumption and achieve greater energy independence. The US Energy Secretary said that the project will strengthen the future cooperation between Poland and the US in energy security.






important news




1. Airbus: The total revenue in the third quarter was 13.309 billion euros, up 27% year on year; The net profit was 667 million euros, up 65% year on year. The total revenue in the first three quarters was 38.119 billion euros, up 8% year on year; Net profit was 2.568 billion euros, down 3% year on year.






Insight Economics




1. Europe: When many countries begin to implement winter time. The trading time of the financial market will be one hour later than the summer holiday, that is, from Monday, the European stock market will open at 16:00 Beijing time and close at 00:30 the next day; The release time of economic data of European countries will also be one hour later than that of summer.




2. European Central Bank Governing Committee Robert Nott: The central bank has not ended the normalization process of monetary policy; The central bank will raise interest rates again substantially in December, possibly by 75 basis points. From the beginning of 2023, the pace of interest rate increase will slow down. The fight against inflation is not half yet. The possibility of economic recession in the euro area is growing.




3. Russian Minister of Agriculture: The export of grain from Ukraine has not solved the problem of poor countries. Russia is ready to provide 500000 tons of grain to the poorest countries for free.







Financial data




1. On Friday, the onshore RMB closed at 16:30 against the US dollar, closing at 7.2565, down 0.6715% and 0.0979% weekly; The central parity rate of the RMB was 7.1698, down 0.1788% and 0.7192% for the week.




2. New Third Board: Last week, a new listed company was added, with a turnover of 1.086 billion, an increase of 2.13% month on month. Up to now, there are 6653 companies listed on the NEEQ. Since this year, the accumulative turnover of companies listed on the NEEQ has reached 68.367 billion yuan.




3. Shanghai Environmental Exchange: Last week, the total turnover of carbon emission quota in the national carbon market was 285274 tons, with a total turnover of 16.6536 million yuan. The closing price on Friday was 58.00 yuan/ton, down 0.84% from last Friday.




4. US stocks: On Friday, the Dow closed 2.59% higher at 32861.80; Up 5.72% in the week; The S&P 500 closed 2.46% higher at 3901.06, up 3.95% for the week; The Nasdaq Composite Index rose 2.87% to 11102.45; It rose 2.24% in the week.




5. Europe: Britain's FTSE 100 closed 0.37% lower at 7047.67, up 1.12% for the week; Germany DAX30 closed 0.24% higher at 13243.33, up 4.03% for the week; France CAC40 closed 0.46% higher at 6273.05, up 3.94% for the week.




6. Gold: COMEX gold futures settlement price for December fell nearly 1.3% on Friday, falling 0.69% this week.




7. Crude oil: Last Friday, WTI December crude oil futures closed 1.32% lower at 87.90 dollars/barrel, up 3.35% weekly. Brent crude oil closed 1.23% lower at USD 95.77/barrel, up 2.45% for the week.








► China Securities News: According to the data released by Tmall, the estimated turnover of more than 3000 brands doubled over the same period of last year within one hour of Tmall's 'Double 11' pre-sale on the evening of October 24. Among the top ten popular products in the first hour of pre-sale, the beauty brands occupy nine seats, especially the Chinese beauty brands such as Winona, Perrier, Kuadi, etc. Among them, several single products of Winona sold well. This year, it only took 3.5 hours for the pre-sale transaction amount to exceed 1 billion yuan. Sports brands are also 'selling out'. According to the data of JD platform, the amount of pre-sale orders for basketball shoes was 43 times that of the same period last year, and the amount of pre-sale orders for running shoes was 15 times that of the same period last year. China-Chic brand is very popular, with a year-on-year growth of 300%. The amount of Anta's pre-sale orders reached 30 times that of the same period last year.




► Huatai Securities: According to the market intelligence of Magic Mirror, two days before the pre-sale, the pre-sale amount of Tmall skin care reached 19.1 billion yuan and the pre-sale amount of cosmetics reached 2.2 billion yuan, while the pre-sale amount of skin care/cosmetics in the same period in 2021 was 13.7 billion yuan/1.5 billion yuan respectively. Some phenomena deserve investors to take a more long-term and optimistic view: 1) the top domestic brands continue to rank high in the sales list; 2) Large single products drive the continuous improvement of national cosmetics products; 3) The price of domestic products in the head has not been low, and is gradually close to the lower limit of foreign brands, which means that there may be more 'street battles' between domestic products and foreign brands, and consumers will be more willing to pay for domestic products with higher prices. Products with packaging design/formula/raw material upgrading developed by National Makeup will have more abundant cost budget. We are optimistic that the national cosmetics leader will increase its share by virtue of its R&D strength/brand potential/operation strength.




► Securities Times: It is a good time for consumers to upgrade their household appliances to promote consumption every year. According to the data of JD platform, the overall amount of pre-sale orders of JD appliances increased by nearly 50% year on year during the pre-sale period. The amount of pre-sale orders of Haier, Midea, Little Swan, TCL, Rongsheng, Hisense, Gree and other household appliances brands increased by more than 70% year on year. At the same time, with the continuous iteration of technology, all kinds of subdivided household appliances continue to meet the diversified needs of users and better experience. For example, the number of game TV pre-sale orders increased by 120% year-on-year, the number of washing and drying sets increased by nearly 100% year-on-year, the number of ultra-thin refrigerators increased by 140% year-on-year, the number of embedded dishwashers increased by 160% year-on-year, the number of floor washers increased by 220% year-on-year, the number of zero cooling water heaters increased by more than 150% year-on-year, the number of heating water purifiers increased by nearly 100% year-on-year, the number of embedded air conditioners increased by 180% year-on-year, and the number of bass wall breaking machines increased by more than three times year-on-year.




► Xinda Securities: The fourth quarter is a critical period for household appliance enterprises to sprint through the year's performance. With the continuous increase of subsidies for home appliance purchase or renewal across the country, and the return or entry of leading anchors to improve the prosperity of online consumption, home appliance consumption in the fourth quarter is expected to see a substantial recovery. It is suggested to actively focus on white electric appliances, kitchen appliances, clean appliances and other sectors. The central government's special refinancing of 200 billion yuan for equipment renovation and transformation has been included in consumer equipment. Previously, the central bank announced that the special refinancing support included equipment purchase and renovation in 10 areas, including the recycling system of waste household appliances. It is expected to stimulate household appliance manufacturing and recycling industry chain enterprises to upgrade equipment, expand manufacturing scale, and improve production/recovery efficiency. It is suggested to actively focus on the production, sales Leading enterprise with recycling and disassembly capacity


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