[Jinri Toutiao]

More than 80 real estate enterprises have received more than 3 trillion yuan of intentional credit from banks

Recently, in addition to state-owned banks and joint-stock banks, urban commercial banks and agricultural commercial banks in Henan, Guangxi, Guangzhou, Foshan, Dongguan, Huizhou, Zhuhai and other places began to provide intentional credit to local private real estate enterprises. According to the reporter's incomplete statistics, as of December 5, more than 80 real estate enterprises have received bank intentional financing support, from the disclosed data, the total credit has exceeded 3 trillion yuan.

"this shows that local banks are actively implementing the policy contents of the 16 financial articles, reflecting the continued expansion of bank credit support." Yan Yuejin, research director of the think tank center of Yiju Research Institute, said. Since November, a number of financing policies to support real estate enterprises have landed one after another, forming a "three arrows" pattern to support the financing of real estate enterprises, and the supply-side support policy framework has been basically formed.

[general trend]

The three major indexes of US stocks closed down overnight.

Us stocks closed overnight, with the Dow down 482.78, or 1.40%, at 33947.10; the Nasdaq was down 221.56, or 1.93%, at 11239.94; and the S & P 500 was down 72.86, or 1.79%, at 3998.84. Energy and financial sectors led the decline. The ADR index of Hong Kong stocks fell to close at 19067 on a pro rata basis, down 450.60 points or 2.36 per cent from the close in Hong Kong.

[hot spot Prospect]

JD Health: the number of searches for scavenging disease in Lianhua increased 2000 times over the same period last year.

Affected by the adjustment of epidemic prevention and control measures in many places, the sales of JD Health's cold medicine, fever-relieving, cough-relieving, antibacterial and anti-inflammatory drugs increased significantly. The turnover of these drugs in the past 7 days increased 18 times compared with October. The number of TOP5 drugs sold were Lianhua Qingwen, Pudi Blue Antiphlogistic tablets, compound paracetamol, ibuprofen sustained-release capsules, and acetaminophen. Among them, the search for Lianhua Qingwen increased by 2000 times over the same period last year. At the same time, from November 28th to December 4th, the turnover of JD Health's antigen detection kit increased by 34.4% over the previous week. Involving Hong Kong stocks$JD Health (06618.HK)$、$ALI HEALTH (00241.HK)$、$Ping An Healthcare And Technology (01833.HK)$、$Meituan-W (03690.HK)$等。

After two years, Morgan Stanley upgraded the rating of Chinese stocks from holding wait-and-see to overweight.

Morgan Stanley strategists released a report on Sunday local time, raising the rating of Chinese stocks to overweight from "wait-and-see". Morgan Stanley has been giving Chinese stocks a wait-and-see rating for nearly two years since January 2021. Morgan Stanley also raised its target for the MSCI China Index from 59 to 70 at the end of 2023 and the Hang Seng Index to 21200 from 18200. The new index target means that big Motors is betting that Chinese stocks will rise by more than 10% in the future.

China Eastern Airlines: plans to receive the first C919 aircraft delivered worldwide on December 9

A reporter from the Financial Associated Press learned that$CHINA EAST AIR (00670.HK)$The first C919 aircraft delivered worldwide will be received at Shanghai Hongqiao Airport on December 9. A person in charge of China Eastern Airlines told the Financial Associated Press that the C919 will not be officially put into commercial operation until the completion of the follow-up safety verification flight.

Tesla, Inc. Shanghai Super Factory delivered more than 100000 vehicles in November to set a new monthly delivery record.

The reporter learned from Tesla, Inc. China$Tesla (TSLA.US)$The Shanghai super factory delivered 100291 vehicles in November, setting a new monthly delivery record again. In the first 11 months of this year, Tesla, Inc. Shanghai Super Factory delivered more than 650000 vehicles.

According to the Shanghai Stock Exchange News, it was reported on December 5 that Tesla, Inc. planned to reduce production at his Shanghai factory. This move shows once again that the demand in the Chinese market has not met Tesla, Inc. 's expectations. Tesla, Inc. plans to cut production of the Tesla, Inc. Model Y model this month, which will take effect as soon as this week, a move that is expected to reduce production at Tesla, Inc. 's Shanghai factory by about 20 per cent this month. The source also said that the production reduction is the first time that Tesla, Inc. has voluntarily reduced the output of the Shanghai factory. "false information." Tesla, Inc., a relevant person in China, responded to reporters on the evening of December 5 that after internal confirmation, it can be made clear that the above claims about production reduction are not true.

[individual stocks are sunny]

JD Logistics, Inc.: express recovery

According to the monitoring data of the State Post Bureau, the daily average business volume of express delivery across the country has increased steadily since November 27, especially from December 2 to 4, when it exceeded 300 million pieces per day for three consecutive days, achieving a rapid rebound. Article 20 clearly points out that every effort should be made to ensure the smooth flow of logistics, as it is the primary issue and key to achieving recovery.

It is understood that some of the Singles' Day express delivery in Hexi, Changsha has not been finished, and couriers in many places cannot be delivered or delivered. Yunda said that 60% of the points could not be delivered, while on December 4, the State Council Logistics Baotong Baochang Group data showed that on December 3 alone, the delivery volume was about 296 million pieces, an increase of 6.1% month-on-month, and the express business volume rebounded rapidly. The organization expects the logistics express industry to usher in a growth inflection point in December 22 and 23.

Just last week, the national vehicle freight flow index and the public logistics park throughput index continued to decline, and the marginal deterioration of logistics and passenger flow under the influence of the epidemic continued. After the epidemic control measures in various places were gradually relaxed this week, the main arteries of logistics have been effectively dredged. In Urumqi, the provincial distribution centers of post, Shunfeng, JD.com, Debang and other enterprises have been operating normally, working overtime to deal with the distribution center to store mail and express deliveries. More than 271 express outlets have resumed operation, with an average of more than 80,000 pieces of mail delivered every day. In other places such as Guangzhou, Guangdong, Zhengzhou, Henan, Chongqing, Beijing, and so on, except for some unsealed high-risk areas, the main business outlets have gradually resumed normal operation.

According to the Economic Information Daily, recently, the China Federation of Logistics and Purchasing released relevant indexes for the logistics industry in November, showing that the operation of the logistics supply chain has been affected by the epidemic in many parts of the country, and the index has dropped to a certain extent. However, it is worth noting that with the development of epidemic control work, the logistics industry has recovered rapidly. according to the latest data from the Office of the State Council Logistics guarantee and smooth work leading Group, in the past two days, the traffic of trucks on highways, the collection volume of postal express delivery, and the completed container throughput have all increased sharply, and the logistics boom value is expected to pick up in December.