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周末影响市场的七大消息:香港与内地争取明年1月中前通关;特斯拉上海工厂被曝已停产,什么情况?

Seven major news affecting the market over the weekend: Hong Kong and the mainland are seeking customs clearance by mid-January next year; it was revealed that Tesla's Shanghai factory has stopped production. What's going on?

券商中國 ·  Dec 26, 2022 12:03

Author: Wang Lulu

Source: brokerage China

1. Wang Yi had a phone call with US Secretary of State Abraham Lincoln at the invitation.

On December 23, 2022, Wang Yi, member of the political Bureau of the CPC Central Committee, state councilor and foreign minister, had a phone call with US Secretary of State Abraham Lincoln.

Wang Yi said: last month, President Xi Jinping had a successful meeting with President Biden in Bali, which sent a positive signal to the outside world in order to push bilateral relations out of serious difficulties and return to the track of health and stability. The two teams have carried out a series of contacts in accordance with the consensus of the two heads of state, which is beneficial on the whole. However, it must be pointed out that the US side cannot engage in containment while talking about dialogue and stabbing at the same time while talking about cooperation. This is not a reasonable competition, but an unreasonable crackdown; it is not to control differences, but to intensify contradictions. In fact, it is still the old routine of unilateral bullying. This will not work in China in the past, let alone in the future. China will continue to resolutely defend its sovereignty, security and development interests. The US side must pay attention to the legitimate concern of the Chinese side, stop curbing and suppressing China's development, and in particular, it should not constantly challenge China's red line by "cutting sausages."

Wang Yi stressed that the two sides should focus on translating the Bali consensus between the two heads of state into practical policies and concrete actions. The Langfang meeting between the officials in charge of the two sides is in-depth and constructive, and it is necessary to step up consultations on the guiding principles of Sino-US relations, promote dialogue at all levels and in all fields in an orderly manner, and resolve specific problems between the two countries through a joint working group.

Wang Yi said that there should be a new atmosphere in the New year. The people of the two countries and the world generally hope that Sino-US relations will stop falling and rebounding, and that zero-sum thinking will only lead to mutual consumption and head-on collision between the two great powers. It is clear at a glance which is right and which is wrong. Where to go is man-made. The two sides should, in accordance with the direction pointed out by the two heads of state, explore the correct way for China and the United States to live together, and make due efforts for the well-being of the two peoples and world peace and stability.

Brin Lincoln said that the United States is willing to discuss with China the guiding principles of bilateral relations, manage US-China relations responsibly, and cooperate in areas that are in line with the common interests of both sides.

Brynn said that the United States appreciates China's leadership and its role as president of the 15th meeting of the Conference of the parties to the United Nations Convention on Biological Diversity to promote the achievement of an ambitious "framework" for biodiversity conservation. We look forward to the joint promotion of implementation by the United States and China. Wang Yi said that China will continue to follow Xi Jinping's thought of ecological civilization, strive to build a community of human and natural life, and is willing to join hands with all parties to safeguard the only planet where we live together.

The two sides also exchanged views on the Ukraine issue. Wang Yi stressed that China has always stood on the side of peace and the purpose of the UN Charter. Stand on the side of the international community to persuade and promote peace talks. Will continue to play a constructive role in resolving the crisis in its own way.

2. National Health Commission: no more daily epidemic information will be released from now on.

According to the official website of the National Health Commission, from now on, daily epidemic information will no longer be released, and relevant epidemic information will be released by the Chinese Centers for Disease Control and Prevention for reference and research.

In response, Zhao Wei, director of the Biosafety Research Center of the School of Public Health of Southern Medical University, told People's Daily Health client reporters that this not only shows that the epidemic information has lost the need to release daily, but also allows the relevant departments to devote more energy to clinical treatment and other key links.

3. Heavy! Hong Kong and the mainland strive for customs clearance by mid-January next year

According to the Great Bay area Voice, Hong Kong SAR Chief Executive Li Jiachao said on the 24th that the central government has agreed that Hong Kong and the mainland can gradually and orderly achieve comprehensive "customs clearance." Li Jiachao said that the Hong Kong SAR Government immediately set up a "customs clearance" coordination group, and the Chief Secretary for Administration of the SAR Government will take the lead in communicating with the relevant mainland authorities to implement the relevant arrangements for promoting "customs clearance" and formulate plans to be submitted to the central government for examination and approval. it is expected that it will be gradually and orderly implemented by mid-January next year.

Li Jiachao pointed out that the initial requirements for "customs clearance" are quite high, and many factors such as the number of "customs clearance" and risk management need to be considered, and the SAR government will immediately contact the Guangdong provincial government and other relevant departments to communicate and formulate plans.

Comments: how good is customs clearance?

Hong Kong, China may be one of the biggest beneficiaries, with a 7.6 per cent boost to GDP in 2023, as the mainland removes epidemic restrictions and reopens its economy, boosting demand for imports and overseas travel, Goldman Sachs Group reported on December 12. Earlier, in Goldman Sachs Group's Asia-Pacific portfolio strategy report released in November, Hong Kong, China's GDP was expected to grow moderately by 2.3 per cent next year. Of course, the benefits are certainly not limited to Hong Kong's GDP.

At the end of this year, the two super-blockbuster meetings focused on the word "vitality". With the opening of customs clearance in Hong Kong, the meeting point of internal and external vitality may be stimulated, which is also conducive to the further promotion of the strategy of the Greater Bay area and, in turn, to the economic recovery of the mainland.

4. Shanghai: don't go out on weekends unless necessary! These people are encouraged to stay in Shanghai for the Spring Festival, with a maximum allowance of 150 yuan per person per day.

On December 24, Shanghai issued a circular on a number of policies and measures to support the stable and orderly operation of workers in relevant industries and enterprises in the city. It mentions:

E-commerce platforms and postal express delivery enterprises are encouraged to continue to provide express delivery and takeout services. During the period from December 25, 2022 to January 27, 2023 (hereinafter collectively referred to as "subsidy period"), the key monitoring e-commerce platforms and postal express delivery enterprises will be given a subsidy of 60 yuan per person per day for front-line workers. In particular, front-line staff working during New Year's Day's period (December 31, 2022 to January 2, 2023) and the Spring Festival (January 21 to January 27, 2023) will be given a subsidy of 150 yuan per person per day.

Key construction projects are encouraged to be non-stop and less stopping. during the subsidy period, the actual number of people on duty on that day is more than 80% at the end of November 2022, a subsidy of 100 yuan per person per day will be given to front-line workers.

Subsidy funds are jointly guaranteed by finance at the municipal and district levels.

Implementation of Spring Festival transportation subsidies, during the period from January 28 to February 5, 2023, enterprises hire buses to organize migrant workers to return to work across provinces, or labor cooperation to export chartered cars to transport migrant workers back to work, according to 50% of the actual charter cost, each enterprise shall be no more than 300000 yuan.

Encourage and guide migrant workers to stay in Shanghai for the Spring Festival. Enterprises and trade union organizations at all levels are encouraged to take various forms such as handing out New year gift bags to care for migrant workers in Shanghai. We will actively carry out cultural and tourism activities to benefit the people, and encourage cultural and tourism enterprises in this city, especially state-owned enterprises, to distribute free movie tickets and scenic spot tickets to migrant workers staying in Shanghai for the Spring Festival.

In addition, the office of the Shanghai Health Promotion Committee and the Shanghai Health Promotion Center specially reminded that if it is not necessary not to go out on weekends, press the pause button for various parties to be the first person responsible for their own health.

5. Tesla, Inc. 's Shanghai factory was exposed to have stopped production. What's the situation?

Tesla, Inc. suspended production at his Shanghai plant on Saturday, suspending most of its shifts in the last week of December, according to an internal notice and two people familiar with the matter, according to Reuters quoted by IT House.

According to the report, Tesla, Inc. 's Shanghai factory cancelled its morning shift and only told all workers in the manufacturing center that they could start to rest, but did not give any reason.

Tesla, Inc. China said in an interview with the Global Times on the 25th: "the Shanghai factory still maintained efficient production and excellent output in 2022. Vehicle production next week (that is, this week) as planned for the annual production line maintenance work, while workers after a year of hard work, so in the production line maintenance period also carry out personnel rest and recuperation. Charging piles and other workshops have not stopped the line, the media said that the factory shutdown is not entirely accurate. "

6. The reform in dealing with freight banks was formally implemented on December 26th.

The Securities Regulatory Commission launched the DVP reform at the beginning of this year, and China Clearing issued a notice on the formal implementation of the reform and entering the transition period. After six months of simulation operation, the DVP reform was formally implemented and entered the transition period. DVP is the basic system of securities registration and settlement, and it is a settlement principle widely adopted in the international market, which is used to prevent the principal risk in the settlement of securities and funds.

7. The three major indexes of US stocks closed up slightly, while Tesla, Inc. fell 18% this week.

The three major indexes of US stocks closed slightly higher on Friday, as the Fed's favorite indicator of inflation cooled as scheduled, allaying some investors' concerns. Last week, the market was rife with concerns about the Fed's restrictive monetary policy and recession, with major stock indexes falling for three weeks in a row. As of Friday's close, the Dow was up 0.53%; the Nasdaq was up 0.21%; and the s & p 500 was up 0.59%.

The 11 sectors of the S & P 500 rose across the board, while the energy sector rose 3.16%, the telecom and utilities sectors also rose more than 1%, and the health care sector rose about 0.1%. Tesla, Inc. closed down 1.76%, falling for the sixth consecutive trading day, the longest consecutive decline since March 2020, and ending the week with an 18% decline. Mr Musk had promised not to sell his Tesla, Inc. shares in the next two years, but the effect seemed limited. Gordon Johnson, hailed as Tesla, Inc. 's biggest short, predicts that the share price will fall another 80 per cent to $23.

Hot Chinese stocks generally fell, and the Nasdaq China Golden Dragon Index fell 2.88%. Li Auto fell by more than 8%, XPeng Inc. by more than 7%, Full Truck Alliance Co. Ltd. by more than 5%, Weibo Corp by more than 3%, NIO Inc., Tencent Music, Alibaba and JD.com by more than 2%, Bilibili, Pinduoduo and NetEase by more than 1%, iQIYI and Qudian by more than 2%.

Edit / phoebe

The translation is provided by third-party software.


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