Closing comprehensive review
a shares:
On March 8, the stock indexes of the two cities continued to fall sharply, and the Shanghai index, Shenzhen Composite Index and gem index all hit new lows in the year. As of the close, the Shanghai index fell 2.35%, the Shenzhen composite index fell 2.62% and the gem index fell 1.80%.
In terms of sectors, all sectors generally fell, with seed industry, lithium mine, assisted reproduction, covid-19 medicine and baby child concept all falling by more than 6%; Medicine, aviation and coal fell sharply. The concepts of semiconductor, East number and West calculation are relatively strong. Only more than 400 stocks rose in two markets. Nearly 100 stocks fell by 10% or more.
Hong Kong shares:
The Hang Seng Index closed down 1.39% and the Hang Seng technology index continued to hit a record low of 3.2%. Internet technology stocks fell collectively, with BiliBili down more than 8% and Baidu down more than 5%. New energy vehicle stocks fell, with Xiaopeng automobile falling more than 12% and ideal automobile falling more than 7%.
shushuo A shares:
1. The turnover of Shanghai and Shenzhen stock markets today is 1109.9 billion.
2. On March 8, as of the closing of a shares, the statistical data showed that the total net sales of northbound funds were 8.699 billion yuan, including 3.151 billion yuan for Shanghai Stock connect and 5.548 billion yuan for Shenzhen Stock connect.
Hot spot focus
1. Passenger Federation: in February, the retail sales of 1.246 million passenger cars in the narrow passenger car market increased by 4.2% year-on-year
According to the data of the passenger Federation, in February 2022, the retail sales of 1.246 million passenger cars in the narrow passenger car market increased by 4.2% year-on-year and decreased by 40% month on month. In February 2022, the retail sales of new energy passenger vehicles reached 272000, with a year-on-year increase of 180.5% and a month on month decrease of 22.6%.
2. The state started the collection and storage of the second batch of central frozen pork reserves within the year
According to the monitoring of the national development and Reform Commission, the national average pig grain price ratio was 4.89:1 in the week from February 28 to March 4, which was in the level-1 early warning range of excessive decline for two consecutive weeks. The national development and Reform Commission, together with relevant departments, launched the collection and storage of the second batch of central frozen pork reserves during the year, and guided all localities to actively collect and store. Next, the national development and Reform Commission will continue to work with relevant departments to regulate reserves, further increase the collection and storage efforts when necessary, promote the return of pig prices to a reasonable range, and promote the smooth operation of the pig market.
3. China will enact a preschool education law
The work report of the Standing Committee of the National People’s Congress shows that according to the annual legislative work plan, 40 legal bills are scheduled to be considered in 2022. Among them, we will accelerate the legislation in the fields of people’s livelihood, society and environmental protection, formulate the Yellow River Protection Law, the Qinghai Tibet Plateau Ecological Protection Law, the black land protection law, the social assistance law, the preschool education law, the civil enforcement law, the anti telecommunications network fraud law, and revise the sports law, the degree regulations, the law on the protection of women’s rights and interests, the civil procedure law, and the law on public security management and punishment.
4. At the end of February, the face value of RMB bond custody of overseas institutions decreased by nearly 67 billion yuan month on month
According to the latest data released by the Central Clearing Corporation, as of the end of February 2022, the Bond Custody denomination of overseas institutions in the Central Clearing Corporation was 3.6665 trillion yuan, a month on month decrease of nearly 67 billion yuan. According to the statistical caliber of the Central Clearing Company, before February, overseas institutions had increased their holdings of RMB bonds for 38 consecutive months.
5. Xiao Yaqing, Minister of industry and information technology: 5g base stations are expected to exceed 2 million this year
At the 13th session of the National People’s Congress, Minister Xiao Xinxin said that it is expected to break through 2 million channels in 3.5 months. We should continue to strengthen the research on key core technologies, and consider the deployment technology research in the evolution direction of the next generation mobile communication technology (6g).
6. Hainan free trade port construction investment fund was successfully established
Hainan free trade port construction investment fund has been officially established and registered with the fund industry association. The management scale of Hainan free trade port construction investment fund is 10 billion yuan, and the organizational form is corporate system. At present, the manager is temporarily held by Galaxy Innovation Capital Management Co., Ltd. In terms of functional positioning, as the master fund of provincial government investment fund, it operates in principle in the way of “master sub fund”. Through cooperation with social capital to establish sub funds, “one park and one fund”, project joint investment and investment loan linkage, it continues to enlarge the leverage effect of financial resources, and strive to form a master sub fund group with a scale of more than 100 billion yuan, Support the development of key industries and key parks and the construction of major projects in Hainan Province.
7. World Gold Council: the net inflow of global gold ETF in February was 35.3 tons
According to the data released by the world gold association, in February, the net inflow of global gold ETFs was 35.3 tons (about US $2.1 billion, and the scale of asset management increased by 1.0%). The main drivers of net inflows of global gold ETFs are high global inflation and surging geopolitical risks, which also contributed to a significant rise in gold prices.
8. Last period exchange: recent market fluctuations have intensified, please invest rationally
Shanghai Futures Exchange issued the notice on doing a good job in market risk control. The circular pointed out that recently, the market volatility has intensified. All relevant units are requested to do a good job in risk prevention, make rational investment and maintain the stable operation of the market.
Company news
1, Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) : successful development of automatic diamond growth furnace
Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) ( Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) ) according to the official wechat news today, recently Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) crystal laboratory has successfully grown high-quality gem grade diamond crystals through more than half a year of process test and full-automatic MPCVD diamond growth equipment (model xjl200a). The xjl200a diamond growth furnace has successfully solved the industry pain point of traditional MPCVD diamond growth technology, and can realize the production capacity of more than 20 4-5 carat rough diamonds at one time. Statistics show that diamond crystal, also known as diamond, is a representative new generation of semiconductor material after silicon carbide and gallium nitride. It is also widely used in the field of high-end jewelry to replace natural diamonds.
2, Beijing Enlight Media Co.Ltd(300251) : the film “sniper” brings revenue of RMB 185 million to RMB 205 million
Beijing Enlight Media Co.Ltd(300251) ( Beijing Enlight Media Co.Ltd(300251) ) announced on March 8 that as of 24:00 on March 7, the cumulative box office revenue (including service fee) of the film “sniper” was about 580 million yuan, and the operating revenue range of the company from the film was 185 million yuan to 205 million yuan.
3, Zhejiang Hangmin Co.Ltd(600987) : the controlling shareholder plans to hold 10-15 million shares
Zhejiang Hangmin Co.Ltd(600987) ( Zhejiang Hangmin Co.Ltd(600987) ) announced on March 8 that the controlling shareholder Hangmin group increased its holdings of 1 million shares of the company through the securities trading system of Shanghai Stock Exchange on March 8, and plans to increase its holdings of the company’s shares. The increased holdings (including the increased holdings on March 8) shall not be less than 10 million shares, not more than 15 million shares, and the proportion of increased holdings shall not be less than 0.95% and not more than 1.43%.
4, Sunresin New Materials Co.Ltd Xi’An(300487) : sign the supply and installation contract of lithium carbonate adsorption equipment of RMB 114 million
Sunresin New Materials Co.Ltd Xi’An(300487) ( Sunresin New Materials Co.Ltd Xi’An(300487) ) announced the signing of the daily operation contract for lithium extraction from Salt Lake on March 8: the company and Suntar Environmental Technology Co.Ltd(688101) signed the contract for supply and installation of 5000 ton battery grade lithium carbonate adsorption equipment of jinkunlun Lithium Industry Co., Ltd., with a contract amount of 114 million yuan, accounting for about 12.36% of the company’s total operating revenue in 2020.
5, Shandong Minhe Animal Husbandry Co.Ltd(002234) : the sales revenue of commercial substitute chicken seedlings decreased by 20.29% month on month in February
Shandong Minhe Animal Husbandry Co.Ltd(002234) ( Shandong Minhe Animal Husbandry Co.Ltd(002234) ) announced on March 8 that 18926600 commercial substitute chicken seedlings were sold in February, a year-on-year decrease of 37.34% and a month on month decrease of 20.62%; The sales revenue was 216957 million yuan, a year-on-year decrease of 83.46% and a month on month decrease of 20.29%. The average selling price of chicken seedlings in this period is low and the sales volume is small.
