1. The Political Bureau of the Central Committee of the Communist Party of China emphasized that next year, a more proactive fiscal policy and a moderately loose monetary policy will be implemented to vigorously boost consumption, improve investment efficiency, and comprehensively expand domestic demand. Implement more proactive macro policies, promote the integration of technological innovation and industrial innovation, and stabilize the real estate and stock markets.
2. According to data from the National Bureau of Statistics, in November, CPI increased by 0.2% year-on-year and decreased by 0.6% month on month. Among them, food prices decreased by 2.7%, while pork prices increased by 13.7% year-on-year, affecting CPI growth by about 0.17 percentage points; PPI increased by 0.1% month on month and decreased by 2.5% year-on-year.
3. According to 36Kr, in November, Xiaomi activated 5.304 million new phones in the Chinese mobile phone market, with a market share of 19.7%, ranking the first. Huawei and Apple ranked second and third, with market shares of 16.3% and 16.1% respectively.
4. According to statistics from the China Academy of Sciences, from December 1st to 7th, the transaction area of new houses in 30 cities decreased by 28.7% month on month and increased by 21% year-on-year; The number of second-hand housing transactions in 20 cities increased by 24.4% month on month and 102.1% year-on-year. The saleable area of new houses in 10 cities remained basically unchanged compared to the previous period.
5. The Shanghai Stock Exchange News pointed out that as the end of the year approaches, institutions are increasing their investment in equity assets. Public funds have increased their stock positions for three consecutive weeks. Private equity positions are also at a high level, with over five trillion yuan of private equity fully invested. Institutions heavily rely on ETFs to enter the market, with trust plans, pension products, and others appearing among the top ten holders of newly listed ETFs in recent times.
6. According to Securities Times, since November, fund companies have conducted research on a total of 701 listed companies. The five major industries of electronics, mechanical equipment, power equipment, pharmaceuticals and biology, and computers are highly popular among fund companies, with over 50 listed companies receiving fund research.
7. According to the Securities Times, passive investment is booming, and ETFs are experiencing a leapfrog development. As of December 8th, the latest size of ETFs in the entire market reached 3.72 trillion yuan, an increase of 1.67 trillion yuan from the beginning of the year. The Matthew effect is highlighted, and broad-based ETFs are hot, while industry ETFs are sluggish.
7、据证券时报报道，被动投资高歌猛进，ETF迎来跨越式发展。截至12月8日，全市场ETF最新规模达到3.72万亿元，较年初增加1.67万亿元。马太效应凸显，宽基ETF火热行业ETF低迷。
8. According to the latest data from the China Association of Automobile Manufacturers, in November, the production and retail of passenger cars reached 3.018 million and 2.423 million respectively, an increase of 14% and 16.5% year-on-year. Among them, the production and retail of new energy vehicles reached 1.481 million and 1.268 million respectively, an increase of 49.3% and 50.5% year-on-year.
9. According to data from Lighthouse Professional Edition, in November, the total box office of movies nationwide was 1.877 billion yuan, a year-on-year increase of 11.4%; 25 films have grossed over 10 million yuan at the box office, significantly higher than the 18 films in the same period last year and unchanged from 2019.
10. The revised value of Japan's third quarter gross domestic product shows that after excluding price changes, the actual GDP increased by 0.3% month on month, which is equivalent to an annual growth rate of 1.2%.
