Key points of the report
According to China Central Television News, Putin decided to carry out special military operations in the Donbas region of Ukraine. Affected by this, the global stock market fell sharply, safe haven assets such as gold, bonds and the US dollar rose, and the price of crude oil hit a new high because of the market's fear of supply interruption. As a large grain producing country, the deterioration of the situation also makes the market worried about the supply of some Shenzhen Agricultural Products Group Co.Ltd(000061) . In the short term, the market is still dominated by risk aversion. However, the United States and the European Union are unwilling to be involved in the war. It is expected that the probability of a world-wide large-scale war is very small, and the situation in Ukraine has little long-term impact on the financial market.
Summary:
Asset performance and capital changes:
Top five gainers and losers of Chinese commodities: lpg7 24%, vegetable oil 5.88%, TA5 49%, crude oil 5.06%, rapeseed meal 5.04%; Thread - 3.10%, soda ash - 3.02%, dynamic coal - 2.34%, hot coil - 2.30%, glass - 2.19%
The top five (100 million yuan) of precipitation capital inflow and outflow: Huyin 5.30, Hujin 4.19, crude oil 3.50, thread 2.50 and Huxi 2.50; Hutong-4.10, palm-1.96, asphalt-1.51, coke-1.26, coking coal-0.79
Inflow and outflow of precipitation funds from the sector (100 million yuan): nonferrous metals 15.22, energy and chemical industry 9.88, precious metals 9.49, Shenzhen Agricultural Products Group Co.Ltd(000061) 4.33, black building materials -0.65
Important news and economic data:
According to China Central Television News, Putin decided to carry out special military operations in the Donbas region of Ukraine.
The State Council approved the implementation plan of the 14th five year plan for the development of urban agglomerations in the middle reaches of the Yangtze River.
The number of initial jobless claims in the United States in the week to February 19 was 232000, which is expected to be 235000, compared with the previous value of 248000.
Risk tip: China's real estate decline and the Federal Reserve tightening monetary policy
