Reading and creating a financial morning meeting 〡 From January to October, Shenzhen’s economy continued to recover; Vanke A plans to issue CMBS with no more than 1.435 billion yuan.

(Original title: [Original] Reading and Creating Finance Morning Meeting 〡 Shenzhen’s economy continued to recover from January to October. Vanke A plans to issue CMBS with no more than 1.435 billion yuan.)

[Shenzhen Economic News Network]

Shenzhen held a conference to accelerate the promotion of new industrialization, pioneering and innovating.

On November 28th, our city held a conference on accelerating new industrialization, thoroughly studied and implemented the Supreme Leader’s Socialism with Chinese characteristics Thought in the new era and the spirit of the 20th Party Congress, comprehensively implemented the important exposition of the Supreme Leader’s General Secretary on new industrialization and the spirit of the National Conference on Promoting New Industrialization, thoroughly studied and implemented the series of important speeches and important instructions of the Supreme Leader’s General Secretary on Guangdong and Shenzhen, implemented the "1310" specific deployment of the provincial party committee and the requirements of relevant provincial meetings, and made research and deployment on the promotion of new industrialization in our city at present and in the future.

Shenzhen: In the first 10 months, the total retail sales of social consumer goods in the city was 856.309 billion yuan, up 7.3% year-on-year.

According to statistics from Shenzhen, from January to October, the total retail sales of social consumer goods in the city was 856.309 billion yuan, up 7.3% year-on-year. In terms of consumption types, retail sales of goods increased by 6.5%; Catering revenue increased by 14.8%. Online retail sales continued to grow rapidly, and the retail sales of goods realized by units above designated size through the Internet increased by 26.4%.

Shenzhen: In the first 10 months, the city’s fixed assets investment increased by 13.7% year-on-year.

According to Shenzhen statistics, from January to October, the city’s fixed assets investment increased by 13.7% year-on-year. By industry, investment in the secondary industry increased by 50.5%, and investment in the tertiary industry increased by 6.3%. Among them, industrial investment grew strongly, with an increase of 50.3%. In terms of fields, manufacturing investment played a significant role, increasing by 63.2%; Investment in real estate development increased by 14.5%. Investment in high-tech industries was active, and investment in high-tech manufacturing increased by 71.3%, of which investment in electronic and communication equipment manufacturing increased by 72.0%. Investment in social fields increased rapidly, among which investment in culture, sports and entertainment increased by 45.1%, and investment in public management, social security and social organizations increased by 39.9%.

Shenzhen: In the first 10 months, the added value of industrial enterprises above designated size increased by 4.8% year on year.

According to statistics from Shenzhen, from January to October, the added value of industrial enterprises above designated size increased by 4.8% year-on-year, 0.6 percentage points faster than the previous three quarters. In terms of industry categories, the added value of mining, manufacturing, electricity, thermal gas and water production and supply industries above designated size increased by 0.9%, 4.2% and 19.1% respectively. Among the major industry categories, the added value of the automobile manufacturing industry above designated size increased by 59.3%, the power and heat production and supply industries increased by 15.5%, and the special equipment manufacturing industry increased by 10.5%. The output of major high-tech products continued to grow rapidly, among which the output of new energy vehicles and service robots increased by 117.7% and 34.3% respectively.

Shenzhen Municipal People’s Government signed a strategic cooperation agreement with China FAW Group Co., Ltd.

On November 28th, Shenzhen Municipal People’s Government and China FAW Group Co., Ltd. signed a strategic cooperation agreement in Shenzhen. According to the agreement, the two sides will carry out strategic cooperation in key areas such as forward-looking research and development, automobile going to sea and ecological construction around the major strategy of serving the country, and jointly build a new generation of world-class automobile cities and world-class automobile enterprises.

28 deep enterprises with "unique skills" appeared in the first chain Expo.

ZTE, Huada Gene, Yi Yatong … On the 28th, the first China International Supply Chain Promotion Expo opened in Beijing. In this world’s first national-level exhibition with the theme of supply chain, 28 enterprises from Shenzhen participated in the exhibition, made a wonderful appearance, seized the new opportunity of sharing the global supply chain industry chain, and played a new movement of "chain" connecting with the world.

2022 ESG information disclosure quality achievements of listed companies in Shenzhen were officially released.

On November 28th, 2022 Shenzhen listed company ESG information disclosure quality achievement conference was held in New Media Building. According to the research report, the ESG disclosure of listed companies in Shenzhen needs to be improved. In 2022, nearly 60% of listed companies in Shenzhen did not disclose ESG reports. Due to the continuous upgrading of ESG supervision of the Hong Kong Stock Exchange, the Hong Kong stock market has become one of the most stringent ESG supervision markets in the world, and its ESG disclosure rate is nearly 80%.

The scale of cultural industry in Guangdong-Hong Kong-Macao Greater Bay Area exceeds 2 trillion yuan.

On November 28th, "2023 Guangdong-Hong Kong-Macao Greater Bay Area Cultural Industry Investment Conference (Guangzhou, Guangdong) was held. At the meeting, the Research Report on Investment Trend of Cultural Industries in Guangdong-Hong Kong-Macao Greater Bay Area in 2023 was released. The "Report" pointed out that the scale of Guangdong-Hong Kong-Macao Greater Bay Area’s cultural industry exceeds 2 trillion yuan, and there are nearly 10,000 cultural enterprises above designated size. The integration with technology and finance has become the most important direction of cultural industry; In addition, the investment and financing market of cultural industries in Greater Bay Area is full of vitality, and the investment and financing of enterprises related to cultural and intellectual creation are the most popular, and the popularity of new concepts such as Meta Universe and AIGC is rising.

The main line of the deep-middle channel runs through

At 10: 15 on November 28th, with the completion of the last ballast concrete pouring, the submarine immersed tube tunnel of the deep middle passage, a major national project under construction by Guangdong Communications Group, was completed, which also means that the main line of the highly anticipated Guangdong-Hong Kong-Macao Greater Bay Area core transportation hub project was completed.


[Deep Enterprise Dynamics]

Huawei has invited four smart car selection cooperative car companies to invest in the joint venture company, and the car companies are evaluating and preparing.

Yu Chengdong, managing director of Huawei and chairman of BU, a smart car solution, said that Huawei had issued an invitation for equity opening to Cyrus, Chery, Jianghuai and BAIC, and hoped that China FAW Group would join. Yu Chengdong said that Huawei has three cooperation modes in automobile business, one is parts mode, the other is Huawei HI mode, the other is intelligent car selection mode, and the third is the deepest cooperation mode. Yu Chengdong has previously said that Huawei will still lead the technology research and development direction in the new joint venture company, and the partners of Huawei’s smart car selection business will join the joint venture company one after another in the future.

Huawei Terminal: The number of M9 bookings in the world has exceeded 33,000.

Huawei Terminal: The unlisted M9 has become popular, and the booking volume has exceeded 33,000 units, which will be officially released in December. The scheduled quantity of Zhijie S7 has now exceeded 20,000 units.

Vanke A: It is planned to issue CMBS of no more than RMB 1.435 billion.

Vanke A (000002) announced on the evening of November 28th that it planned to launch the business of commercial real estate mortgage-backed securities (CMBS), and on November 27th, 2023, it obtained a letter of no objection from Shenzhen Stock Exchange. The total scale of this issue of CMBS does not exceed 1.435 billion yuan, and the term does not exceed 18 years.

Gemei: its subsidiary, Indonesia Qingmeibang Park, has obtained the enterprise license of Indonesia Bonded Zone.

Gemme (002340) announced on the evening of November 28th that PT.QMB NEW ENERGY MATERIALS (hereinafter referred to as "Green Metersbonwe"), a holding subsidiary of the company, recently received the decision of the finance minister issued by the Ministry of Finance of Indonesia (hereinafter referred to as "Indonesia") to determine the Green Metersbonwe Park in IMIP Park, Morowali County, Central Sulawesi Province, Indonesia as a bonded area and grant the enterprise license in the bonded area.


[Domestic Financial News]

Li Qiang put forward four proposals on deepening international cooperation in industrial chain and supply chain.

Premier Li Qiang of the State Council attended the opening ceremony of the first China International Supply Chain Promotion Expo and the Global Supply Chain Innovation and Development Forum, and delivered a keynote speech. Li Qiang put forward four proposals on deepening international cooperation in industrial chain and supply chain. First, jointly build a safe and stable industrial chain and supply chain; The second is to jointly build a smooth and efficient industrial chain supply chain; The third is to jointly build an open and inclusive industrial chain supply chain; The fourth is to jointly build a mutually beneficial and win-win industrial chain supply chain.

The National Development and Reform Commission solicited opinions: actively support qualified franchise projects to issue REITs.

The National Development and Reform Commission (NDRC) publicly solicited the opinions of the Measures for the Administration of Franchising of Infrastructure and Public Utilities (Revised Draft for Comment). The opinion draft proposes to actively support qualified franchise projects to issue real estate investment trusts (REITs) in the infrastructure sector. Encourage qualified franchised project companies to carry out structured financing and issue project income bills, real estate trust asset-backed bills and asset securitization products.

Two departments organized to declare the demonstration project of central financial support for the development of inclusive childcare services in 2023.

The General Office of the Ministry of Finance and the General Office of the National Health and Wellness Commission recently issued a notice on organizing the application for the demonstration project of the development of inclusive nursery services supported by the central government in 2023, focusing on alleviating the problem of people’s "difficulties in entering kindergartens", reducing the burden of people’s "expensive kindergartens" and enhancing their confidence in "good kindergartens".

A number of banks will intensively convene housing enterprises to discuss.

Recently, three banks have convened housing enterprises to discuss. A few days ago, Bank of Communications, China Construction Bank and Zheshang Bank held talks with a number of real estate enterprises to exchange cooperation between banks and enterprises to promote the stable and healthy development of the real estate market. A TOP10 real estate enterprise said that a number of banks will hold symposiums with some real estate enterprises next, on the one hand, it will convey the spirit of the regulatory authorities, on the other hand, it will also have the taste of research, or prepare for how to carry out financing support for real estate enterprises in the future.

The release of a new generation of general-purpose processors independently developed by China

On 28th, a new generation of domestic CPU-Godson 3A6000 was released in Beijing. According to reports, Godson 3A6000 adopts the instruction system and architecture independently designed by China, without relying on any foreign authorized technology. It is a new generation of general-purpose processor independently developed and controlled by China, and can run various cross-platform applications to meet various large-scale and complex desktop application scenarios. At the same time, Loongson 2P0500, the printer master control chip, is also launched, which is the first printer master control chip based on autonomous instruction system in China.

Beijing: Report illegal use of medical insurance funds, with a maximum reward of 200,000 yuan.

On November 28th, the Beijing Municipal Bureau of Medical Insurance and the Municipal Finance Bureau jointly issued the Detailed Rules for the Implementation of Rewards for Reporting Illegal Use of Medical Insurance Funds in Beijing, which raised the maximum reward standard for reporting from 100,000 yuan to 200,000 yuan, and the minimum reward standard from 200 yuan to 500 yuan, and included all reports on illegal use of medical insurance funds in the reward scope.

No more than 2.8 yuan per square meter! Guangzhou, Guangdong defines the guiding price of property fees.

On November 28th, Guangzhou Development and Reform Commission of Guangdong Province and other departments issued a notice to divide the property services into five levels, with the first level being the highest level. For residential buildings with elevators, the first-class service charges 2.8 yuan per square meter, and the fifth-class service charges 0.9 yuan per square meter.

Shanxi Securities was initiated a self-discipline investigation for allegedly interfering with the issuance pricing.

According to official website, China Association of Interbank Market Dealers, according to the information reflected by market institutions, Shanxi Securities Co., Ltd. is suspected of interfering with the issuance pricing and affecting the market order in the issuance of related debt financing instruments. According to the Rules of Self-discipline in the Inter-bank Bond Market, the Dealers Association initiated a self-discipline investigation on Shanxi Securities Co., Ltd.


[International Financial News]

OPEC+has not yet reached an agreement on the dispute over production quotas of African oil-producing countries.

On November 28th, delegates said that OPEC+had not made progress on the deadlock of oil production quotas in African member countries. Some representatives said that the deadlock may not be broken before the OPEC+meeting scheduled for November 30, and the meeting may need to be further postponed.

Russia may ban rice exports in the first half of 2024.

According to the Interfax news agency, Russia may ban rice exports in the first half of 2024.

The book loss of bonds held by the Bank of Japan soared to $71 billion, a 20-year high.

The semi-annual financial report released by the Bank of Japan on Tuesday showed that in the last six months, the floating losses of bonds held by the Bank of Japan hit a record high. As of the end of September, the book loss of these assets was 10.5 trillion yen (US$ 70.7 billion), the biggest loss since fiscal year 2004. This is more than six times higher than the loss of 157 billion yen in the previous fiscal year.


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Source: reading and creating financial integration