A-shares rose in the afternoon, and northbound funds poured in at the end of the day; Hong Kong stocks surged in late trading, and the Hang Seng Technology Index rose more than 2%.

Specifically, the three major stock indexes bottomed out in early trading and rose in the afternoon. At the close, the Shanghai Composite Index rose 0.6% to 3,061.86 points, the Shenzhen Component Index rose 0.78% to 9,933.02 points, the Growth Enterprise Market Index rose 0.58% to 1,961.35 points, and the Beizheng 50 Index fell 2.78%. The total turnover of the two cities was 824.2 billion yuan, a decrease of more than 50 billion yuan compared with yesterday; Northbound funds ran into the market in the afternoon, and the net purchase for the whole day exceeded 5 billion yuan.

Nearly 4200 shares in the two cities are floating red, and the automobile industry stocks are active. China Automobile, Huayang Group and Dolly Technology have daily limit; The concept of driverless driving is bright, and Wanji Technology and Yitong Technology have daily limit; The pharmaceutical sector is strong,AoiA pharmaceutical industry, Guangdong Wannianqing, guilin sanjin, Tonghua Jinma and other daily limit; The real estate sector has risen, and Dalong Real Estate has four boards; The concept of consumer electronics is active, Weishi Electronics has gained 3 consecutive boards, and hivi Technology and Shiyida have daily limit for two consecutive days; The concept of short play games plunged sharply, with shares in Haikan and Baina dropping by over 10%, but Gravity Media still went against the daily limit and won 6 consecutive boards. In addition, Kunbo Seiko, a new share of the North Exchange listed today, rose 244.5% to 67.1 yuan, with the highest intraday rise of more than 350%.

Hong Kong stocks rose rapidly in late trading, with the Hang Seng Index rising by more than 1% and the Hang Seng Technology Index rising by more than 2%. At the close, the Hang Seng Index rose 0.99% to 17,910.84 points, and the Hang Seng Science and Technology Index rose 2.17% to 4,117.12 points. In terms of individual stocks, Country Garden rose by 23.5%, Longhu Group rose by over 13%, Country Garden services rose by over 12%, Baidu Group and Xpeng Motors rose by over 6%, and Ctrip Group rose by nearly 5%.

The real estate sector is higher

The real estate sector rose in intraday trading. At the close, Jinke shares and Dalong Real Estate had daily limit, Wantong development approached daily limit, Rong Sheng development rose over 6%, and gemdale rose nearly 5%. It is worth noting that Dalong Real Estate has been trading daily for four consecutive trading days.

In the news, yesterday, Shenzhen Housing and Urban-Rural Development Bureau issued a notice to adjust the standard of ordinary housing that enjoys preferential policies, and adjusted the standard of ordinary housing that enjoys preferential policies to: the floor area ratio of residential buildings is 1.0 and above, and the construction area of a single housing set is less than or equal to 120 square meters or the construction area of a single housing set is less than or equal to 144 square meters. In addition, from November 23, Shenzhen adjusted the minimum down payment ratio for second homes. The minimum down payment ratio of individual housing loans for two sets of housing is uniformly adjusted from 70% for ordinary housing and 80% for non-ordinary housing to 40%.

Analysts said that this adjustment has lowered the threshold for residents to purchase two houses, which is conducive to better meeting the demand for rigid and improved housing.

Guojin Securities pointed out that Shenzhen, on the demand side, relaxed the standard for identifying ordinary houses and lowered the down payment ratio of two sets, releasing a positive signal. At present, there is still room for relaxation in first-tier cities, and it is expected that supportive policies such as relaxing the purchase restriction in outer suburbs will be introduced in the future. The central financial work conference on the supply side has laid the tone, and financial support for real estate is ready to go, which can prevent and resolve the credit risk of the industry and repair market confidence in the short term. Supply and demand policies are working together and the industry is expected to stabilize.

In addition, on November 23, the Shanghai headquarters of the People’s Bank of China announced that the Shanghai headquarters of the People’s Bank of China, the Shanghai Supervision Bureau of the General Administration of Financial Supervision, the Shanghai Securities Regulatory Bureau, the Shanghai Local Financial Supervision Bureau and the Shanghai Municipal Science and Technology Commission jointly held a forum on financial institutions on November 21.The meeting demanded that financial institutions should implement the "16 Financial Articles" of real estate, adhere to the "two unwavering" and meet the reasonable financing needs of real estate enterprises with different ownership equally. For the normal operation of real estate enterprises, they will not hesitate to lend, draw loans or cut off loans. Continue to make good use of the "second arrow" to support private real estate enterprises to issue bonds for financing. Support real estate enterprises to raise funds through reasonable equity in the capital market. Cooperate with local governments to do a good job in real estate regulation and control, better support rigid and improved housing demand, increase efforts to support the construction of "three major projects" such as affordable housing, and promote the construction of a new model of real estate development. Financial institutions should follow the principles of marketization and rule of law, and cooperate with local governments to steadily resolve local debt risks.

Auto industry chain stocks are active.

Automobile industry chain stocks rose sharply. At the close, the daily limit of "20cm" of China Automobile Co., Ltd., Huayang Variable Speed rose by nearly 16%, Hengshuai shares rose by nearly 14%, and far east drive, Huayang Group, dongan power and Dolly Technology rose by daily limit.

The concept of driverless driving is eye-catching. Wanji Technology, Yutong Technology, Yongxin Optics and other daily limit, both Shengdian and Tianmai Technology rose more than 6%.

In the news, recently, the Equipment Industry Division I of the Ministry of Industry and Information Technology, the Traffic Management Bureau of the Ministry of Public Security, the Urban Construction Department of the Ministry of Housing and Urban-Rural Development, and the Science and Technology Department of the Ministry of Transport organized the publicity of the pilot policy of intelligent networked vehicle access and road access by video, deeply analyzed the industrial development situation, interpreted the requirements of the pilot content in detail, and deployed the pilot declaration, organization and implementation. Xuan Guan stressed that all parties concerned should accurately grasp the pilot positioning and do a solid job in capacity building and preparation. Automobile production enterprises should strictly implement the main responsibility of product safety, industry organizations and institutions should guide the industry to form a consensus, speed up the improvement of inspection and testing capacity building, and government departments of vehicle operation cities should do a good job in pilot safety management and support.

A few days ago, the Ministry of Industry and Information Technology and other four departments jointly issued a notice to deploy and carry out the pilot work of intelligent networked vehicles’ access and road traffic. Generally, L3 and L4 intelligent networked vehicles with mass production conditions are required to carry out the pilot work in a limited area.

Guohai Securities said that the pilot car is an intelligent networked car with mass production conditions and high-level self-driving. The notification subject has been drafted from two departments to four departments, and the state has paid more attention to the commercialization of high-level intelligent driving. It is expected that the follow-up policies will continue to be favorable; At present, there are higher requirements for vehicle manufacturers and pilot cities, but cities with corresponding infrastructure in the early stage are more likely to be approved. Compared with the previous L3 pilot, most of them are local areas, this pilot implementation is more universal. It is optimistic that the restrictions will be gradually relaxed with the accumulation of construction experience, and the popularization process of high-level intelligent driving will be accelerated.

The pharmaceutical sector broke out.

The pharmaceutical sector has a strong trend today. At the close, the trading limit of "30cm" for Aoyi Pharmaceutical, "20cm" for Yuewanqing Pharmaceutical, and over 17% for Datang Pharmaceutical, as well as the trading limits of guilin sanjin, Tonghua Jinma, Lianhuan Pharmaceutical and Sihuan Bio. It is worth noting that Sihuan Bio has been trading daily for two consecutive days.

In the news, Mi Feng, spokesperson of National Health Commission and deputy director of the Propaganda Department, said at the press conference a few days ago that with the continuous winter in various places, respiratory diseases have entered the high-incidence season, and various respiratory diseases are intertwined.

Wang Dayan, director of the National Influenza Center of the Institute of Virology, China CDC, said that the influenza epidemic season in winter and spring in all parts of China is usually from the middle and late October of each year to the middle and early March of the following year, and generally reaches its peak around January.

The recent national influenza surveillance data show that the influenza activity in southern and northern provinces of China continues to rise, with the southern provinces higher than the northern provinces, and all regions are gradually entering the influenza epidemic season in winter and spring. The most popular influenza virus is subtype A H3N2, followed by type B Victoria influenza virus.

Everbright Securities recently pointed out that the recent rising trend of respiratory infectious diseases is obvious, which may lead to the increase of public and market attention, thus driving the growth of demand around influenza, including influenza vaccine, virus detection and cold medicine, and bringing new catalysis to the performance growth of related enterprises.?

The concept of short play game has fallen back.

The concept of short play game dropped sharply today. At the close, Haikan shares and Baina shares fell by more than 11%, Longyun shares approached the limit, and Tang De Film and Television and Palm Reading Technology fell by more than 8%, but Gravitation Media won six consecutive boards against the daily limit.

Haikan shares rose nearly 40% in the previous two days. The company issued a risk warning last night, saying that recently, the company was concerned that some media listed the company as a short-play game concept stock. I would like to solemnly remind you that the company has not launched the interactive game business yet. At present, the company’s mini-drama project is still in the initial stage of trial operation, and has not yet formed large-scale income, which is not expected to have a significant impact on the company’s recent production and operation.

Baina Seong-Il Cheon suggested that the company and Big Fish Kuaiyou jointly produced a full-length live-action interactive video game "Hidden Detective", which was exclusively released by bilibili Games, and is currently in the internal testing and approval stage. At present, the version number has not been obtained, and the specific online time has not yet been determined. "Hidden Detective" is a live-action full-video video game with a suspense theme. The overall investment cost is low, and the company holds 30% of the investment share of the game. It is expected that the launch of the game will not have a significant impact on the company’s production and operation.

Gravitation Media reminded us again last night that the company was concerned that some media listed the company as a paid concept stock of vibrato short video. At present, the company’s main business has not yet involved the short video payment service of vibrato. At the same time, the company is concerned that the market regards the company as a short drama concept stock, but this year the company has not launched short drama business, and there is no income related to short drama business. In addition, the company has not found any media reports, market rumors or hot concept issues that may or have had an impact on the stock trading price of listed companies.

　　Zhongxin. com, Qingdao, December 19 (Hu Yaojie, Zhang Xiaopeng) The on-site meeting on the integration and development of express delivery industry and manufacturing industry was held in jiaozhou city, Shandong Province on the 19th. This conference attracted more than 150 industry guests, including representatives from the headquarters of express delivery brands in China, to discuss the integrated development of express delivery industry and manufacturing industry in China, and to exchange and share their working experience.

　　At the meeting, He Hailin, deputy director of the Operation Monitoring and Coordination Bureau of the Ministry of Industry and Information Technology of China, said that the logistics industry is the blood of the smooth operation of the manufacturing industry, and the express delivery industry, as an important component of the logistics industry, is the foundation for the high-quality development of the manufacturing industry. Focusing on the integrated development and sustainable development of the two industries, the State Post Bureau and the Ministry of Industry and Information Technology have carried out many explorations and practices in recent years, resulting in the first batch of pilot pioneer areas and typical projects, which provide an important impetus for deepening reform and promoting a higher level of integration. He Hailin said that in the future, they will rely on relevant think tanks to dig deep into typical cases and sort out more experience models that can be used for reference and sharing.

　　According to Guo Xiaozhong, member of the Standing Committee of Jiaozhou Municipal Committee and deputy mayor, the integration of the two industries is an important way to enhance the core competitiveness of manufacturing industry, cultivate modern industrial system and achieve high-quality development. When sharing his experience, Guo Xiaozhong said that jiaozhou city continued to promote the deep integration of the two industries by deepening business association, chain extension and technology penetration, releasing new space for industrial transformation and building new advantages in industrial competition. In the future, jiaozhou city will speed up the construction of a number of national-level typical projects for the integration of the two industries, cultivate a number of new formats and models, form a number of replicable and scalable experiences, and provide a "Jiaozhou Plan" for the development of the integration of the two industries nationwide.

　　Jiang Yulong, head of the cold chain medicine business of Jiangsu Jingxundi Supply Chain Management Co., Ltd., said that they have been integrated into the manufacturing fields such as medicine and automobile, and optimized the express logistics services such as inbound logistics, warehouse distribution integration and order distribution, helping manufacturing enterprises to reconstruct the circulation system, optimize business processes, improve logistics efficiency and reduce operating costs, and achieved positive results. He believes that there is great potential for the integration and development of the two industries. In the future, they will continue to promote express logistics solutions to more industries.

　　At the meeting, the State Post Bureau and the Ministry of Industry and Information Technology announced the list of "Pilot Zone for the Integration Development of Express Industry and Manufacturing Industry" and "Typical Project for the Deep Integration of Express Industry and Manufacturing Industry", among which jiaozhou city was selected as "Pilot Zone for the Integration Development of Express Industry and Manufacturing Industry".

　　It is reported that this on-the-spot meeting is jointly sponsored by the State Post Bureau and the Ministry of Industry and Information Technology, aiming at building a platform to exchange the experience of typical projects and pilot pioneering areas for the integration of express delivery industry and manufacturing industry, pushing the integration of the two industries into a new stage and making new breakthroughs, and making industry contributions to better serving the economic and social development of China and helping the new development pattern. (End)

Every reporter: Wang Ziwei

In 2022, it became a watershed for new brands. Brands that survived the cold winter of capital and the pain of transformation survived, while those that could not survive gradually disappeared in the wave of the market. It is no exception for beauty brands.

Recently, Vipshop released "Hot Search List of Beauty Cosmetics in 2022" (hereinafter referred to as "Hot Search List"). The list shows that in 2022, consumers are price-sensitive, and "cost-effective" and "flat replacement" have become the consumption keywords of young consumers this year.

This year can be described as two days of ice and fire for beauty brands.

From the perspective of the consumer market, beauty is still a big category favored by consumers. According to public data, during Tmall double 11 in 2022, the sales of beauty products and personal care products reached 42 billion yuan, with sales exceeding 200 million pieces. Among them, the GMV of Top5 brand exceeded 1.3 billion, and the sales of TOP20 brand exceeded 19.1 billion yuan.

Vipshop platform, the overall sales volume of beauty products increased by 58.8% year-on-year in 2022; In the live broadcast room in Li Jiaqi, double 11, domestic brands such as Polaiya, Youshiyan, Kuadi and one by one are sold out.

At the same time, it should also be noted that in the field of beauty cosmetics, players in collection stores are also experiencing a "cold wave", and related brands have shrunk their fronts to varying degrees; In addition, the listed new brands have also encountered a roller coaster of market value: after the listing of Perfect Diary, the market value has evaporated by hundreds of billions.

Beauty collection shop, a store in Mei. Image source: Every reporter Liu Xuemei photo

In this case of "ice and fire", there are many people in the industry who look at the domestic beauty market. The industry believes that the gradual development of domestic consumers’ aesthetics has actually brought new opportunities to new brands of domestic products. In this context, European and American giants began to set up investment companies, deeply rooted in the China market, and had firm confidence in the market. Domestic enterprises also "bought luxury goods" abroad.

Beauty consumers in 2022 are more sensitive to price. According to the statistics of Hot Search List, in the current challenging economic environment, many consumers’ ideas have changed and become more rational and pragmatic, and the popularity of search terms such as "cost performance" and "flat replacement" remains high.

In this context, the trend of domestic products and cutting-edge brands with obvious cost-effective advantages ushered in the "market year". On the platform of Vipshop, the sales of brands such as Ximuyuan, Zhuben, Grain Rain and Yeast Color doubled.

"Hot Search List" shows that functional skin care is also a highlight of the beauty market in 2022. According to the annual search data of Vipshop, hyaluronic acid, salicylic acid and nicotinamide became the three hottest beauty ingredients in 2022, followed by Centella asiatica, 377, VC, astaxanthin and alcohol A.

In the White Paper on New Consumption in China in 2022, Yang Boya, the founder of Half-One, said in an exclusive interview that users in China have their own unique aesthetics on good skin condition, which means that users in China have a clear localization trend on their ideal good skin condition.

This trend is also reflected in the field of makeup. "Hot Search List" shows that "pseudo-plain face" and "atmosphere" are the mainstream trends of makeup in Vipshop’s 2022 station.

In addition, thanks to the vigorous rise of outdoor activities, the concept of year-round sun protection is deeply rooted in the hearts of the people. Vipshop data also shows that in 2022, compared with buying hair and body care products, young people of generation Z after 90 and 95 are more willing to spend money on sun protection.

The "roller coaster" experience of Perfect Diary’s parent company, Yixian E-commerce (YSG.US, USD 1.47/share, with a total market value of USD 822 million) in the US stock market has not scared off domestic brands, and listing is still the choice of domestic beauty brands. According to incomplete statistics of the media, since 2020, 19 domestic beauty-related enterprises have gone public.

On December 22nd, Shanghai Shangmei Cosmetics Co., Ltd., the parent company of domestic beauty brand Kanshu, was officially listed on the Hong Kong Stock Exchange, becoming the "first domestic beauty stock of Hong Kong stocks".

In addition, some brands have begun to acquire international brands to supplement their product lines. In July 2022, Shuiyang announced that it planned to acquire 90.05% equity and some creditor’s rights of the parent company of EviDenS de Beauté, a French high-end cosmetics brand, for about 337 million yuan.

This is not a case. According to the incomplete statistics of the beauty media "Qingyan", since 2018, seven companies including Yixian E-commerce, Gaolang and Polaiya have established capital ties with foreign beauty brands and companies through investment and acquisition, and established corresponding industrial funds.

Although it is a world of ice and fire, the impact of new brands on foreign brands has made international brands feel pain. It has become the choice of many international brands to tap new domestic brands and share a piece of China makeup market.

The obvious signal is that in May this year, two American giants, L ‘Oreal and Shiseido, successively set up investment funds in China.

According to the enterprise survey data, on May 5th, L ‘Oré al held 100% shares in Shanghai Meifang Business Consulting Co., Ltd. and 100% shares in Shanghai Meifang Investment Co., Ltd., which was the first company established by L ‘Oré al in China market with a registered capital of 100 million RMB, and was committed to investing in innovative beauty technology.

In the same month, Shiseido also established the first entity of China investment fund "Ziyue Fund", and Xiamen Ziyue Equity Investment Partnership (Limited Partnership) was incorporated, with a capital contribution of RMB 501 million, of which Shiseido (China) Investment Co., Ltd. contributed 98.0%.

According to public information, the above-mentioned beauty companies have laid out a big health track in a deep or shallow way, focusing on technologies related to dermatology. Among them, Ziyue has made frequent efforts in oral beauty and medical beauty tracks, and Meifang has also made efforts in the local perfume market in China, investing in new domestic brands such as Wenxian.

With the maturity and optimization of China’s beauty market in terms of channels, brands and supply chains, foreign-funded enterprises are no longer blindly buying local brands or independently developing new brands, but making commercial investments in a more flexible way.

national business daily

Two years ago in the summer, Pedro moved from Rome to Lazio, rewriting the history that two bitter rivals in the same city had no direct player transactions for 40 years. Pedro’s transfer to Lazio coincided with the arrival of madman Mourinho in Rome. At that time, Pedro had a three-year contract with Rome, and he was able to cancel the contract successfully, largely because Mourinho did not intend to include Pedro in his lineup.

After joining Lazio, Pedro played 40 times in two consecutive seasons and helped the team win the Europa League. After the end of this season, his contract with Lazio officially expired. At that time, he will be 36 years old. It is difficult for players of this age to stay in the five major leagues. Of course, Pedro doesn’t worry about leaving home. After all, others have played in Barcelona and won three Champions League titles and five La Liga titles.

According to the Italian Evening Post, in March this year, Pedro received an offer from the Japanese J-League team, and Kobe Victory Ship and Yokohama Sailors were competing for the former Barcelona main midfielder. In addition, at the beginning of May, a Saudi League team also came to Italy to meet Pedro’s agent team. If the player himself can’t find a suitable job in Europe, the Saudi League always welcomes him to join.

At present, the outside world only knows that Pedro’s contract with Lazio is about to expire, but the season is not over yet, and Pedro may stay in Europe until the end of the summer window. According to Lazio’s team reporter, on the one hand, Pedro himself has not made up his mind to play in Asia, on the other hand, Lazio also wants to renew his contract, and the club’s top management is discussing with Pedro’s agent the appropriate salary plan.

Lazio is currently ranked fourth in Serie A and is likely to return to the Champions League after two years. Pedro has played for Barcelona and Chelsea for many years and has rich experience in the Champions League, which is why Lazio wants to renew his contract. In the past two years, Pedro has been an indispensable member of Lazio’s midfield. Instead of spending money on new players, it is better to use experienced acquaintances. Therefore, Lazio must negotiate a contract renewal with Pedro before the summer window.

In the 15th round of the French Lixion, Paris, who fought away, pulled three goals in a row first, and finally defeated Saint Etien with 3-1, scored 3 points. But after the game, many fans of Paris are not happy, because the superstar Neymar in their team is seriously injured, and he will be absent from 6-8 weeks. Neymar’s curtain performance in 2021. When everyone was still regretting Neymar, the Spanish "World Sports News" recently broke out a controversial news, and the wind direction of the fans has gradually changed from blessings to criticism!

At 10 o’clock in the middle of the night on November 29th, Beijing time, Spain’s well -known media "Daily Sports News" broke the news that Neymar was immediately treated with a brief treatment after being injured and leaving the scene. Participants listened to music, smoking smoke, and playing poker together. They kept carnival until 6 o’clock in the morning. And singer JOTTAPE also posted a photo of the two on social media early in the morning, which has also become the best evidence of the matter!

After seeing this news, many of the fans who were still worried about Neymar turned their faces directly and began to severely criticize the Brazilian foot on the Internet. Some fans left a message: "I was very distressed by Neymar. Now seeing this news, I can only say that it deserves it. Perhaps he wants to participate in the party more than the stadium." And the fans said: "After all, the fans said:" After all, the fans said: "After all It is a Brazilian, you can understand. The examples of Xiaoluo and Ade are all in front. "However, some fans made suggestions for Neymar:" I hope he will learn more from the elder brother Alveis and extend as much as possible as possible. In his career, if he retire early, it is a huge loss for Brazil and fans! "

In fact, there has been no interruption on the lace news of Neymar’s field. He loves to visit the nightclub and likes to open the party. It is almost well known in the Paris team. His swaying behavior has also recruited a lot of doubts, but Neymar disagreed with this. He had publicly recovered the reporter at the press conference: "Why can’t I go to the nightclub? You will definitely live like me like this. I will go to the nightclub in the future. I think this is not a problem! "

In the season, Neymar played 14 games for the Paris team, contributed 3 goals and 3 assists, creating a new low since landing in Ligue 1. This "third person in the world" that was once inferior to Mero, if he could not focus all of his attention on football, then his career would be missed with the Golden Globe.