daily selection
Ministry of Education: in order to regulate the non discipline after-school training and effectively prevent the problems such as low training quality, wanton price rise and potential safety hazards, the Ministry of education, the national development and Reform Commission and the State Administration of market supervision regulate the non discipline after-school training and require all the pre charges of non discipline after-school training institutions to enter the special charge account of the institution. Training for primary and secondary school students shall not use training loans to pay training fees. Fees with a time span of more than 3 months or 60 class hours shall not be charged at one time or in the form of recharge, sub card, etc. Industry organizations shall give full play to the role of industry self-discipline, guide training institutions to set reasonable prices and standardize off campus training services. They shall not carry out discipline training in the name of non discipline training, and consciously maintain market order and industry image. [details]
Securities Times: strong demand has driven the price of lithium ore to soar beyond the 500000 yuan mark, but the high price may in turn curb demand. There has been news of production reduction in the lithium battery industry chain, and the middle and lower reaches have shown resistance to the price rise, calling for maintaining the balance of the ecological chain and accelerating the exploration and development of lithium resources in China. Recently, there are market rumors that Contemporary Amperex Technology Co.Limited(300750) and some lithium iron phosphate manufacturers have lowered their production scheduling plans in March Contemporary Amperex Technology Co.Limited(300750) responded that the news was untrue. [details]
macro economy
China News Network: at the level of helping the national “double carbon” goal, China’s Northern Xinjiang and Inner Mongolia are planning to make a big “hydrogen article”. On March 3, the Inner Mongolia Autonomous Region government said that by the end of the 14th five year plan, the total output value of Inner Mongolia’s hydrogen energy industry will strive to reach 100 billion yuan. [details]
Xinhuanetco.Ltd(603888) : recently, Beijing officially issued the Beijing major infrastructure development plan during the 14th Five Year Plan period to further improve the spatial structure and functional layout of infrastructure. Among them, in terms of water security, we will speed up the improvement and improvement of the weaknesses of water infrastructure, carry out the prevention and control of ponding and waterlogging, and the problem of “looking at the sea in cities” will be solved. [details]
interface news: the reporter learned from the national development and Reform Commission that the details of this oil price adjustment are as follows: China’s gasoline and diesel prices have increased by 260 yuan and 255 yuan per ton respectively. The reporter has calculated an account for you. According to the estimation of the 50L capacity of the fuel tank of ordinary household cars, filling a box of No. 92 gasoline will cost 10 yuan more. [details]
China Central Television news client: recently, the Ministry of transport and the national development and Reform Commission jointly issued the notice on reducing and merging port charges and other related matters, and decided to reduce and merge port charges, reduce pilot fees at coastal ports and improve the tugboat fee charging policy. The notice shall be implemented as of April 1. [details]
industry trends
Shanghai Securities News: lithium products have not stopped rising 3 Zhejiang Great Southeast Co.Ltd(002263) data showed that on the same day, the average price of lithium metal increased by 20000 yuan / ton to 2.71 million yuan / ton, and the average price of battery grade lithium carbonate increased by 6500 yuan / ton to 494500 yuan / ton. The quotation of lithium hydroxide of various specifications also rose across the board. The recent survey of Shanghai Nonferrous Metals network shows that the price increase of lithium carbonate has slowed down significantly. With the maintenance and production reduction of the downstream lithium iron phosphate sector in varying degrees, the enterprise’s enthusiasm for lithium carbonate procurement has decreased. [details]
China News Network: reporters learned from Chongqing Municipal Commission of Commerce on the 3rd that in order to actively stabilize automobile consumption, continue to play the role of “pillar” of automobile consumption and promote the steady growth of consumption in Chongqing, Chongqing has issued a financial subsidy policy to give 2000 yuan to qualified “old car replacement” owners. [details]
Securities Times: Passenger Car Association released data. From February 21 to 28, 644000 passenger cars were retailed, with a year-on-year increase of 31%, a month on week increase of 81%, and an increase of 8% over the same period last month. The wholesale of passenger cars was 710000, up 37% year-on-year, 54% month on week and 2% over the same period last month. In the fourth week of February, it entered the relatively normal consumption stage, with an average daily retail sales of 80000 vehicles, an increase of 31% compared with the same period during the Spring Festival in February last year, and a decrease of 22% compared with the same period in January. Compared with the retail sales in the hot period before the festival, it rebounded to the 80% level, and the retail sales in the market recovered well after the Spring Festival. [details]
first finance and Economics: Byd Company Limited(002594) shares announced in the Hong Kong stock exchange that the sales of new energy vehicles in February were 88283, compared with 10355 in the same period last year. In 2022, the cumulative sales volume of new energy vehicles was 181451, with a year-on-year increase of 494.28%. [details]
stock market focus
谐. In this adjustment, FTSE A50 Index was newly incorporated into two hundred billion market capitalization bank shares. In addition, the newly announced positions of Norwegian government Global Pension Fund in 2021 include China Construction Bank Corporation(601939) , Industrial And Commercial Bank Of China Limited(601398) , China Merchants Bank Co.Ltd(600036) . [details]
financial Associated Press: at present, carbon peak and carbon neutralization have been the consensus of all countries in the world. China has also put forward the goal of striving to achieve carbon peak by 2030 and carbon neutralization by 2060. Due to tight time and heavy tasks, relevant industries with the main line of carbon neutralization have developed rapidly in recent years. With the two sessions approaching, a number of deputies to the National People’s Congress have also recently put forward their own “double carbon” topics. Based on the proposals of the deputies, the topics involve accelerating the transformation of power energy, strengthening the layout of industrial chain, accelerating the green and low-carbon scientific and technological revolution and R & D reserves, effectively integrating and controlling upstream resources such as lithium and cobalt, and accelerating carbon tax legislation. [details]
China Fund News: march 3, the Norwegian government global pension fund, the world’s largest sovereign fund, announced the fund’s position at the end of 2021 on its website. By the end of 2021, the Norwegian government’s global pension fund had distributed 676 Chinese stocks, with a total market value of NOK 335 billion, equivalent to about RMB 238.8 billion. Chinese stock investment accounted for 2.7% of the fund.
[details]
financial Associated Press: Apple’s car making, which has attracted much attention, has heard new trends again. It is reported that Luxshare Precision Industry Co.Ltd(002475) , Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) are expected to enter Apple car supply. In terms of vehicle manufacturing, in addition to Hon Hai, the leader of “fruit chain”, Luxshare Precision Industry Co.Ltd(002475) has also been included in the candidate list of manufacturers of Apple car. In addition, the source pointed out that Lixun’s recent announcement to enter the car building is just to prepare for Apple car. [details]
subscription of new shares: Gaoling information and softcom power
new bond subscription: none
IPO: Kaide quartz
new bond listing: Haomei convertible bond
corporate news
Shenzhen Neptunus Bioengineering Co.Ltd(000078) : plans to plan major asset restructuring and mixed ownership reform
Shanghai Electric Power Co.Ltd(600021) : won the contract energy management project of Yangshan port water, highway and railway collection and distribution system
Shanghai Pharmaceuticals Holding Co.Ltd(601607) : flunarizine hydrochloride capsule, a holding subsidiary, passed the conformity evaluation of generic drugs
Byd Company Limited(002594) shares: new energy vehicle sales in February 88283
Jason Furniture (Hangzhou) Co.Ltd(603816) : some dealers plan to increase their shares by RMB 100 million to RMB 200 million
Qingdao Haier Biomedical Co.Ltd(688139) : the concerted action of the actual controller intends to increase the holding of shares by RMB 100 million to RMB 200 million
Nanjing Wondux Environmental Protection Technology Corp.Ltd(688178) : shareholder venture capital phase II and Ningtai venture capital plan to reduce their shares by no more than 3.14%
Shanghai Baosteel Packaging Co.Ltd(601968) : two shareholders plan to reduce their total shares by no more than 5.95%
Gree Real Estate Co.Ltd(600185) : intends to transfer 2.5% equity of Huaxing bank to Zhuhai duty free group
Tong Petrotech Corp(300164) : the impact of high oil price on the company’s future performance is uncertain
Sichuan Hebang Biotechnology Co.Ltd(603077) performance express: net profit in 2021 increased by 728428% year on year
Hainan Mining Co.Ltd(601969) performance express: net profit of RMB 874 million in 2021, with a year-on-year increase of 513.55%
China Coal Energy Company Limited(601898) performance express: net profit in 2021 increased by 124.2% year-on-year
Xiamen Xiangyu Co.Ltd(600057) performance express: net profit in 2021 increased by 65.52% year on year
data list
Shanghai and Shenzhen Stock Markets: on March 3, the three major A-share indexes fluctuated weakly. As of the closing, the Shanghai index fell 0.09%, the Shenzhen composite index fell 1.09% and the gem index fell 1.51%. On the disk, the trade concept between China and Russia is now rising, with oil and gas exploitation and services, coal mining and processing, port shipping, logistics, airport shipping, scenic spots and tourism, covid-19 treatment, hotels and catering among the top gainers; Hongmeng concept, voice technology, Eastern digital computing, silicon energy, semiconductors and components, national defense and military industry, aquaculture, beverage manufacturing and other sectors led the decline.
Hong Kong stocks: Hong Kong stocks Hang Seng Index closed slightly higher by 0.55%, port and shipping stocks broke out, Liaoning Port Co.Ltd(601880) rose by 12%, Sinotrans Limited(601598) rose by more than 11%, and Cosco Shipping Holdings Co.Ltd(601919) rose by 7.4%. Auto stocks fell collectively, Great Wall Motor Company Limited(601633) down more than 10%, and Evergrande fell 6.2%. E-cigarettes and technology stocks weakened, Kingsoft fell nearly 13%, and SIMORE international fell more than 9%.
Shanghai Shenzhen Hong Kong stock connect: 3 March, northbound funds sold a net 731 million yuan throughout the day, of which 800 million yuan was bought by Shanghai Stock connect and 1.531 billion yuan was sold by Shenzhen Stock connect. Among the top ten traded stocks, in terms of net purchases, Sungrow Power Supply Co.Ltd(300274) , China State Construction Engineering Corporation Limited(601668) , Luxshare Precision Industry Co.Ltd(002475) net purchases ranked among the top three, with net purchases of 512 million yuan, 420 million yuan and 321 million yuan respectively.
dragon and tiger list: 3 March, among the stocks on the list, the largest net capital inflow was Yuehai feed, with a net inflow of 141 million yuan on the third day. Data show that the stock closed within the daily limit, up 14.34% in the past three days. Huaxin Shanghai Branch, the top company in terms of net capital inflow, bought 184728 million yuan on the third day. A total of 22 stocks were involved in the institutional participation in the dragon and tiger list, of which 6 were net bought by the institution, and Xiangtan Electrochemical Scientific Co.Ltd(002125) was the most bought, amounting to 427914 million yuan. In addition, 16 shares were net sold by institutions, and Ningbo Tuopu Group Co.Ltd(601689) was sold the most, amounting to 158 million yuan.
margin trading : as of March 2, the balance of Shanghai and Shenzhen stock markets was 1731696 billion yuan, an increase of 1.927 billion yuan over the previous trading day. Among them, the financing balance was 1634633 million yuan, an increase of 1.984 billion yuan over the previous trading day; The balance of securities lending was 97.063 billion yuan, a decrease of 57 million yuan compared with the previous trading day.
Shibor : Shibor reported 1.7290% overnight, down 15.8 basis points; Shibor reported 2.0050% in seven days, down 4.1 basis points; Three month Shibor reported 2.3630%, down 0.2 basis points
foreign exchange
On March 3, the central parity rate of RMB was reported at 6.3016, up 335 points, and the central parity rate of the previous trading day was reported at 6.3351 The onshore RMB closed at 6.3184 against the US dollar at 16:30, down 77 basis points from the previous trading day
property market observation
daily economic news: the reporter learned from several banks in Shanghai that the lending rate of second-hand housing loans for new houses has accelerated significantly.
In terms of new houses, Kerui data monitoring shows that the supply area of commercial houses in Shanghai in the whole February was 216300 square meters, an increase compared with the “zero” supply in the same period of the previous two years; The turnover was 49.377 billion yuan, up 35.30% year-on-year, a new high in the same period in recent five years. At the same time, the inversion of second-hand projects in some hot areas is serious. [details]
China News Network: Zhongshan housing provident fund management center of Guangdong Province recently issued the notice on Further Strengthening the support of housing provident fund for the secure housing of talents. The notice proposes that when applying for housing provident fund loans for the purchase of the first and second houses in Zhongshan City, the maximum amount of housing loans for one depositor shall be adjusted from the current 400000 yuan to 500000 yuan, and the maximum amount of housing loans jointly applied for by two or more depositors shall be adjusted from the current 800000 yuan to 900000 yuan. [details]
International Information
financial Associated Press: the minutes of the February monetary policy meeting of the European Central Bank were released. Members agreed that the latest data showed that inflation may remain high for a longer period than expected. Members believe that inflation is unlikely to fall below the target in the medium term. The main risk is no longer to tighten monetary policy too early, but too late. The scale of loose monetary policy should begin to shrink. [details]
interface news: the first worldwide “plastic restriction order” is coming. At the United Nations Environment Conference, which ended on March 2, delegates from 175 countries adopted a resolution to end plastic pollution. The resolution aims to establish an Intergovernmental Negotiating Committee with the goal of completing a legally binding international agreement by the end of 2024 to solve the problem of plastic pollution control. [details]
futures market
China Futures: China commodity futures closed, led by energy and chemical industry. The main crude oil contracts rose for two consecutive trading days. Lu rose by more than 9%, fuel oil and PTA rose by more than 6%, LPG and eg rose by more than 5%, SS and staple fiber rose by more than 4%, pulp and PP rose by more than 3%, hot coil and soda ash rose by more than 2%, apple and Zheng coal rose by more than 1%, asphalt and Shanghai silver rose slightly; Pigs fell more than 2%, glass fell more than 1%, and soybean meal and rapeseed meal fell slightly
overseas index
US stock market: on Thursday, US Eastern time, the three major US stock indexes fell collectively. As of the close, the Dow fell 96.69 points to close at 3379466 points, down 0.29%; The NASDAQ fell 214.08 points, or 1.56%, to 1353794; The S & P 500 index fell 23.05 points, or 0.53%, to close at 436349.
European stock market: European time on Thursday, the main indexes of European stocks fell across the board. As of the close, the UK FTSE 100 index closed at 723885 points, down 190.71 points or 2.57% from the previous trading day; France CAC40 index closed at 637837 points, down 119.65 points or 1.84% from the previous trading day; Germany DAX30 index closed at 1369840, down 301.71 points or 2.16% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed up 204.97 points, or 0.78%, at 265980 points. South Korea’s Kospi index closed up 43.56 points, or 1.61%, at 274708 on Thursday, March 3.
