daily selection
Health Commission: Health Commission and other departments have issued the “14th five year plan” for healthy aging. By 2025, the allocation of elderly health service resources will be more reasonable, a comprehensive and continuous elderly health service system covering urban and rural areas will be basically established, the elderly health security system will be improved, and the social environment for the healthy life of the elderly will be more friendly, The health needs of the elderly have been better met, the health level of the elderly has been continuously improved, and the healthy life expectancy has been continuously extended. [details]
national development and Reform Commission: on February 28, the national development and Reform Commission held a teleconference to make comprehensive arrangements for further improving the coal market price formation mechanism. The meeting pointed out that coal is an important primary product related to the national economy and the people’s livelihood. In the future, China’s energy consumption still needs to be based on the basic national conditions dominated by coal. Further improve the coal market price formation mechanism, guide coal prices to operate within a reasonable range, and promote the effective transmission of coal and electricity prices through market-oriented methods, which is conducive to stabilizing coal prices, electricity prices and enterprise energy costs, and provide strong support for maintaining the stable operation of the economy; It is conducive to promoting the coordinated and high-quality development of coal and electricity upstream and downstream, promoting the optimal combination of coal and new energy, better ensuring national energy security, and creating favorable conditions for sustained and healthy economic and social development. [details]
interface news: Zhengzhou Municipal People’s government announced the notice of the general office of Zhengzhou Municipal People’s Government on promoting the virtuous circle and healthy development of the real estate industry on March 1, which proposed to give enterprise project loan support. Regularly organize the connection between banks and enterprises, encourage financial institutions to extend and renew loans to troubled enterprises, and increase the support for M & A loans of real estate enterprises in accordance with the principles of law and regulation, controllable risk and commercial sustainability, so as to effectively alleviate the operating pressure of the capital chain of market entities. Reduce personal housing consumption burden. Guide financial institutions in Zheng to increase the investment of individual housing mortgage loans and reduce the interest rate of housing loans. [details]
macro economy
CISA: Luo Tiejun, vice president of China Iron and Steel Industry Association, introduced the main content of the “cornerstone plan” in detail and responded to some hot topics with high market attention. At the same time, in view of the recent changes in the iron ore market, he stressed that on the one hand, we should severely crack down on the speculation of iron ore prices, including public opinion speculation, futures speculation, hoarding and hoarding; On the other hand, we should strengthen the supervision of the capital market and participants, and truly make the capital market serve real enterprises. [details]
Shanghai Securities News: on March 1, Shanghai Stock Exchange officially released the action plan for carbon peak and carbon neutralization of Shanghai stock exchange during the 14th Five Year Plan period. On the same day, the theme discussion of green finance and the press conference of action plan were held in the trading hall of Shanghai Stock Exchange. Representatives of capital market financing subjects, investment institutions and intermediaries attended and spoke, and shared and exchanged views on the practice of green dual carbon investment and financing and the development of green finance industry. [details]
first finance and Economics: the reporter learned that some ticket agents such as qunar have received emails from China Airlines such as Beibu Gulf airlines, and will start to raise the collection standard of fuel surcharge on Chinese routes on March 5. According to the notice, from March 5, 2022 (ticket issuing date), the charging standard of fuel surcharge for all routes in China is: 20 yuan fuel surcharge per passenger on routes less than 800 km (inclusive), and 40 yuan fuel surcharge per passenger on routes more than 800 km. [details]
China News Network: notice of the general office of Beijing Municipal People’s Government on printing and distributing the implementation plan for building a “double hub” international consumption bridgehead (20212025). Beijing will enhance the “double hub” characteristic consumption function of Capital International Airport and Daxing International Airport, and build a new benchmark for international consumption center cities; Port duty-free shops will be added, and the scale of airport duty-free shops will be expanded to attract the return of international consumption; Support the airport duty-free shops to sell high-quality domestic products and help domestic brands expand the international market. [details]
industry trends
financial Associated Press: Saic Motor Corporation Limited(600104) 1 announced that it will fully integrate its five information technology centers (software, artificial intelligence, big data, cloud computing, network security), passenger vehicle technology center, overseas innovation center and other resources to build a ” Saic Motor Corporation Limited(600104) innovation research and Development Institute” and establish an independent R & D talent team with more than 10000 people. The General Institute of innovation research and development will accelerate the technology research and development and industrialization of new energy intelligent networked vehicles through the top-level design of innovation mechanism and system. [details]
China Securities Journal: march 1, according to the statistics of Mysteel, 9 steel mills released steel capacity replacement plans in February 2022. Among them, the newly-built steel-making capacity is 13.28 million tons and the newly-built iron-making capacity is 13.203 million tons; Involving the elimination of more than 156792 million tons of steel-making capacity and 139556 million tons of iron-making capacity. [details]
first finance: on March 1, Weilai announced the delivery volume in February 2022, with 6131 intelligent electric vehicles delivered, a year-on-year increase of 9.9%. By the end of February 2022, Weilai had delivered 182853 intelligent electric vehicles in total. The fourth quarter financial report of Weilai 2021 will be released on March 25. NT2. The first product of 0 platform, the flagship sedan et7 of Weilai autonomous driving, will be delivered on March 28. [details]
China News Network: 1, Analysys analysis released a report predicting that in 2025, the scale of China’s toy collection will exceed 150 billion yuan and the core consumer group will exceed 100 million people. According to the analysis of the report, in the past few years, the blind box has promoted the qualitative leap of China’s toy collection market with “one’s own strength”: first, it has attracted a large number of novices to “enter the pit”, second, it has bred several Chinese toy collection brands, and third, it has staged a trend of “blind box” in many industries. [details]
stock market focus
China Securities News: Xiang Weida, chief economist of Great Wall Fund, recently pointed out that after continuous shock adjustment since September last year, the time and space of A-share decline have reached a considerable range, and investors need not be too pessimistic about the current market shock.
The market outlook continues to be optimistic about the following three main lines: first, the infrastructure and real estate industry chain related to steady growth. Special attention can be paid to the upstream energy and small metal field of automobile electrification, traditional cyclical stocks such as coal, steel, chemical industry, nonferrous metals and building materials, as well as banking, household appliances and light industry sectors; Second, consumption recovery sectors, such as airports, tourism, highways, food and beverage and films; Third, focus on new energy, military and agricultural stocks whose share prices have been fully adjusted and the logic of industrial prosperity remains unchanged. [details]
China Securities News: data show that on March 1, the average price of battery grade lithium carbonate increased by 1.01% to 500400 yuan / ton compared with the 28th, breaking the market forecast price of 500000 yuan / ton in the early stage. The agency believes that the demand pull of lithium iron phosphate manufacturers is the main reason for the rise. Driven by demand, the tight supply situation is difficult to ease in the short term, and the price of battery grade lithium carbonate will continue to rise. [details]
Securities Times: february 28, the inaugural meeting and first general meeting of “Guohe No. 1” industrial chain alliance hosted by State Power Investment Group Co., Ltd. was held in Shanghai. The aim of the alliance is to enhance the integrity, security and advanced nature of the “state and No.1” industrial chain. By 2023, fully realize 100% equipment localization capacity; By 2025, build a three generation nuclear power industry chain with “the most advanced and safe technology, completely independent and controllable equipment and significant competitive advantage in economy”. Chuancai Securities believes that the national energy work conference held at the end of 2021 will take “active, safe and orderly development of nuclear power” as the key task. After a long slowdown in nuclear power construction, it is once again clear that it will “actively” promote the development of nuclear power. Under the increasingly urgent goal of “double carbon”, as a base load power source with net zero emission, nuclear power “energy storage” is at the right time. [details]
financial Associated Press: the two sessions in 2022 will officially open on March 4. Undoubtedly, what attracts the most attention at the two sessions is the level of various objectives of economic development set in the government work report, which largely determines the strength and mode of macro policy regulation and control, and is also an important reference for predicting the annual economic operation situation. During the two sessions over the years, the performance of sectors or industries involved in the policy expectations of the two sessions is usually relatively bright. This year, under the background of stable growth tone, infrastructure investment is expected to make great efforts. In addition, green development and medium and long-term high-quality development are expected to become the focus of market attention. [details]
subscription of new shares: Aoki shares, jusailong
new bond subscription: Silk Road convertible bond
IPO: none
listing of new bonds: jinlang convertible bonds
company news
Sinopec Oilfield Service Corporation(600871) : subsidiary won the bid for the East trunk natural gas pipeline project of Shandong pipe network of RMB 6.271 billion
Far East Smarter Energy Co.Ltd(600869) : 2 received the bid winning / signed contract orders of more than 10 million yuan, totaling 2.22 billion yuan
Tdg Holding Co.Ltd(600330) : holding subsidiary plans to invest 1.713 billion yuan to build sapphire crystal manufacturing and processing base
Beijing Jingyuntong Technology Co.Ltd(601908) : Trina Solar Co.Ltd(688599) intends to purchase 2.451 billion yuan monocrystalline silicon wafers from subsidiaries
Beijing Interact Technology Co.Ltd(300419) : shareholder sun Chengwen plans to reduce his shares by no more than 4.31%
Boe Technology Group Co.Ltd(000725) : share repurchase completed, with a cumulative cost of 2.62 billion yuan
Rockchip Electronics Co.Ltd(603893) : Shanghai wuyuefeng and Beijing wuyuefeng also jointly plan to reduce their shares by no more than 2%
Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) : Kaide investment, the controlling shareholder, intends to reduce its shares by no more than 1%
Shenzhen Wongtee International Enterprise Co.Ltd(000056) : plans to invest 50 million yuan in Yuanhe semiconductor
shengmei Shanghai: 2021 net profit increased by 35.31% year on year
Ming Yang Smart Energy Group Limited(601615) performance express: net profit in 2021 increased by 142% year-on-year
Bros Eastern Co.Ltd(601339) performance express: net profit in 2021 increased by 278% year-on-year
Meihua Holdings Group Co.Ltd(600873) performance express: net profit in 2021 increased by 139.4% year-on-year
data list
Shanghai and Shenzhen Stock Markets: on March 1, the three major A-share indexes continued to fluctuate. As of the closing, the Shanghai index rose 0.77%, the Shenzhen Composite Index rose 0.24% and the gem index rose 0.16%. On the disk, wine making, pork, counting from east to west, scenic spots and tourism, communication services, coal and other sectors led the increase; Precious metals, lithium extraction from salt lakes, diamond cultivation, medical devices and other sectors led the decline.
Hong Kong stocks: Hong Kong stock Hang Seng Index rose slightly by 0.21%, led by real estate, automobile and pharmaceutical sectors, rongchuang China rose by more than 10%, ideal automobile rose by 10.7%, Xiaopeng automobile rose by 5.8%, tengshengbo medicine rose by 11% and minimally invasive medical rose by nearly 8%; Rusal fell nearly 15% and Cansino Biologics Inc(688185) bio fell 3%.
Shanghai Shenzhen Hong Kong stock connect: march 1, northbound capital bought a net 3.276 billion yuan. Among them, the net purchase of Shanghai Stock connect was 2.807 billion yuan. Among the top ten traded stocks, Kweichow Moutai Co.Ltd(600519) , Longi Green Energy Technology Co.Ltd(601012) , Ganfeng Lithium Co.Ltd(002460) net purchases ranked among the top three, with net purchases of 1.298 billion yuan, 716 million yuan and 434 million yuan respectively. The top three stocks sold in net terms are China stock market news, Guangzhou Tinci Materials Technology Co.Ltd(002709) , Byd Company Limited(002594) , with net sales of 769 million yuan, 317 million yuan and 254 million yuan respectively.
dragon and tiger list: on March 1, among the individual stocks on the list, the largest net capital inflow was New Hope Liuhe Co.Ltd(000876) , which was 170 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 2.82% throughout the day.
The net inflow of funds into the top seats of Shenzhen Stock connect was 695388 million yuan, and the net purchase of CICC Shanghai Branch was 457168 million yuan. A total of 23 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 were net bought by the institution, and New Hope Liuhe Co.Ltd(000876) was the most bought, amounting to 165 million yuan. In addition, 15 shares were net sold by institutions, and Beijing Infosec Technologies Co.Ltd(688201) was sold the most, amounting to 151 million yuan.
margin trading : as of February 28, the balance of Shanghai and Shenzhen stock markets was 172.71 billion yuan, an increase of 1.915 billion yuan over the previous trading day. Among them, the financing balance was 163116 billion yuan, an increase of 1.576 billion yuan over the previous trading day; The balance of securities lending was 96.044 billion yuan, an increase of 339 million yuan over the previous trading day.
Shibor : Shibor reported 1.8010% overnight, down 43.3 basis points; Seven days Shibor reported 2.0290%, down 22.0 basis points; Three month Shibor reported 2.3660%, down 0.4 basis points
foreign exchange
On March 1, the central parity rate of RMB was reported at 6.3014, up 208 points, and the central parity rate of the previous trading day was reported at 6.3222 The onshore RMB closed at 6.3127 against the US dollar on March 1, down 16 points from the previous trading day
property market observation
financial Associated Press: Chongqing Municipal People’s government issued the decision on Abolishing and amending some government regulations, repealing the Interim Measures on carrying out the pilot reform of levying property tax on some individual houses and the detailed rules for the administration of levying property tax on individual houses in Chongqing City issued by government order No. 247 of 2011. At present, the pilot reform of individual housing property tax in Chongqing is running smoothly. [details]
surging news: on March 1, the China Index Research Institute released the report on the price index of 100 cities. The data showed that in February 2022, the prices of new houses and second-hand houses in 100 cities across the country stopped falling and turned up month on month. According to the data released by the China Index Research Institute, in February 2022, the average price of new houses in 100 cities across the country was 16184 yuan / square meter, and the price of new houses ended the three consecutive declines, rising by 0.03% month on month; It rose 1.89% year-on-year, 0.17 percentage points lower than that of the previous month. [details]
International Information
China News Network: on 1, the State Information Office held a press conference on “adhering to the principle of stability and promoting high-quality business development”. Minister of Commerce Wang Wentao mentioned at the meeting that the Ministry of Commerce will promote the implementation of the promotion strategy of the free trade area, promote the negotiation of free trade agreements with the GCC, Ecuador, Israel, Norway, China, Japan and South Korea, and actively promote the upgrading of free trade agreements such as version 3.0 of the China ASEAN Free Trade Area. [details]
CCTV news client: on March 1 local time, the BMW Mini car manufacturer in Oxfordshire, UK, announced that due to the shortage of parts from Ukraine, the factory would stop production on all shifts from March 7 to March 11. Previously, affected by the continuous shortage of global computer chips, the factory stopped production for a week in February. [details]
futures market
China Futures: China commodity futures closed, led by oil and oil, palm oil rose by more than 7%, Zheng coal rose by more than 6%, soybean oil and iron ore rose by more than 5%, hot rolls and beans rose by more than 4%, rapeseed meal and thread rose by more than 3%, starch and soybean meal rose by more than 2%, glass and PTA rose by more than 1%, Zheng Mian and Hujin rose slightly; Pigs and rubber fell by more than 1%, while sugar and eggs fell slightly. The 2204 crude oil futures contract of the previous period closed up 6.25% at 653.20 yuan / barrel. Shanghai Gold night trading closed up 1.59%, and Shanghai bank closed up 2.84%.
International Futures: WTI April crude oil futures closed up $7.69, or 8.03%, to $103.41/barrel. COMEX April gold futures closed up 2.3% at $194380 an ounce. Brent may crude oil futures closed up $7.00, or 7.14%, at $104.97/barrel
overseas index
US stock market: the three major indexes of US stocks closed down collectively, with the Dow down 1.77%, the NASDAQ down 1.59% and the S & P 500 down 1.55%. New energy vehicle stocks fell, with lucid down more than 13%, rivian down more than 8% and Xiaopeng automobile nearly 7%.
European stock markets: European stocks closed sharply, with Germany’s DAX30 index down 3.85%, Britain’s FTSE 100 index down 1.71%, France’s CAC40 index down 3.94% and Europe’s Stoxx 50 index down 4.03%.
Asia Pacific Stock Market: Nikkei 225 index closed up 1.2% to 2684472 points. South Korea’s Kospi index rose 22.42 points, or 0.84%, to 269918 points on March 1.
