daily selection
foreign exchange trading center: since March 11, 2022, the floating range of spot transaction price of RMB against Russian Ruble in inter-bank foreign exchange market has been expanded from 5% to 10%, That is, the spot trading price of RMB against Russian Ruble in the daily inter-bank foreign exchange market can fluctuate within 10% of the central parity rate of RMB against Russian Ruble announced by China foreign exchange trading center. [details]
financial Associated Press: Goldman Sachs recently mentioned that the EU energy strategy will shift from decarbonization to short-term energy security, that is, allow more carbon emissions on the whole. As soon as this statement came out, China’s major research institutes “couldn’t sit still” and called for criticism one after another. [details]
Securities Times: Cosco Shipping Holdings Co.Ltd(601919) ( Cosco Shipping Holdings Co.Ltd(601919) ) released the performance express on the evening of March 10. The operating revenue in 2021 was 333694 million yuan, a year-on-year increase of 94.85%; The net profit was 89.296 billion yuan, a year-on-year increase of 799.52%; The basic earnings per share is 5.59 yuan. Up to now, the production and operation situation in 2022 is as follows: the main ports in Europe and America continue to be congested, and the freight rates of main routes are stable; The company fully guarantees the global transportation service. The export flights of the east-west trunk line remain fully loaded, the production and operation are normal, and the financial situation is good. [details]
interface news: evening China Construction Bank Corporation(601939) , Industrial And Commercial Bank Of China Limited(601398) , Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) collectively issued announcements, saying that the operation made steady progress and achieved a good start in the first two months of this year. [details]
macro economy
surging news: at present, China’s coal consumption accounts for more than half of energy, and coal still plays an important role in energy consumption in the medium and short term. Under the goal of orderly promotion of “double carbon”, during the two sessions of the National People’s Congress this year, many representatives and members offered suggestions for coal development. Zhang Jianhua, director of the national energy administration, said that the focus of work in 2022 is to improve the stability and flexibility of energy supply. Enhance coal supply capacity, strengthen the supporting role of coal and electricity, and give full play to the basic and bottom-up guarantee role of coal and coal electricity in the energy supply system. [details]
China Securities News: on March 10, Liaoning Province held a provincial Conference on promoting the listing of enterprises, mobilized and deployed the launch and implementation of the doubling plan for the listing of enterprises, accelerated the listing of enterprises, and helped enterprises make use of the capital market to become stronger, better and bigger. The reporter learned from the meeting that by the end of 2025, the number of Listed Companies in Liaoning Province will ensure to reach more than 120, and strive to double the total to 150. [details]
21 finance and Economics: on the afternoon of March 10, a user posted on an investor trading platform that a local edition Department recently visited a game company and planned to issue about 30 edition numbers in April. The post also mentioned that online games will promote the anti addiction mode of adults, fixed game card drawing times and other news. In addition, the user also said that “it is planned to complete the review of all previously issued version numbers at the end of the year, and each version number needs to resubmit the game framework playing method”. In this regard, the 21st Century Business Herald reporter asked the relevant person in charge of the game Working Committee for confirmation, and the opposite reporter confirmed that the content of this post was untrue. [details]
industry trends
Securities Times: once “price killer” has completely changed? Tesla announced another price increase. According to Tesla China’s official website, the prices of model 3 high-performance version, model y long-range and high-performance version were increased by 10000 yuan. Users who have ordered before the price adjustment will not be affected by the price increase. [details]
Xinhuanetco.Ltd(603888) : the reporter learned from CRRC Zhuzhou Electric Locomotive Co., Ltd. on the 10th that the first commercial maglev 3.0 train developed by the company with completely independent intellectual property rights in China has completed relevant dynamic tests and system joint commissioning and joint test on the high-speed Maglev Test line of Tongji University. [details]
financial Associated Press: silicon branch said that this week, M6 monocrystalline silicon wafer (166mm / 165 μ m) The price range is 5.5-5.55 yuan / piece, and the average transaction price is maintained at 5.52 yuan / piece, unchanged on a weekly basis; M10 monocrystalline silicon wafer (182 mm / 165 mm) μ m) The price range was 6.68-6.72 yuan / piece, and the average transaction price increased to 6.69 yuan / piece, with a weekly increase of 1.36%; G12 monocrystalline silicon wafer (210mm / 160) μ m) The price range was 8.7-8.88 yuan / piece, and the average transaction price remained at 8.74 yuan / piece, unchanged on a weekly basis. The main reason for the narrowing of price increase this week is the slight decline on the demand side. [details]
daily economic news: during the two sessions of the National People’s Congress, the reporter conducted an exclusive interview with Ma Yongsheng, member of the CPPCC National Committee and China Petroleum & Chemical Corporation(600028) chairman. He told reporters that in order to help green transportation, China Petroleum & Chemical Corporation(600028) is gradually building “oil, gas and hydrogen electric service” comprehensive energy charging stations, and strive to complete the transformation of 5000 gas stations during the 14th Five Year Plan period. In addition, the company’s overall idea of developing hydrogen energy industry during the 14th Five Year Plan period is to plan and build 1000 hydrogen refueling stations (oil hydrogen joint construction stations). [details]
stock market focus
surging news: banking stocks continued to be in a downturn, and the market could not help but wonder: is this a safe haven or an out of danger sector? On March 10, Zhou Qiang, Secretary of the board of directors of Ping An Bank Co.Ltd(000001) ( Ping An Bank Co.Ltd(000001) . SZ), said at the bank’s 2021 performance conference that from the perspective of sectors, the recent two sessions have also been very clear, and the main tone is broad credit and steady growth. Therefore, the bank stock sector must be in a favorable and optimistic situation. [details]
Securities Times : on the 10th, the three major indexes of the market opened sharply higher, remained high throughout the day and fluctuated, and fell slightly in the afternoon. Pharmaceutical stocks became the most beautiful ones on the disk, and most of the concept sectors with the highest rise were pharmaceutical subdivision concepts. Covid-19 detection sector rose in the afternoon, and many stocks such as Shanghai Labway Clinical Laboratory Co.Ltd(301060) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Fujian Cosunter Pharmaceutical Co.Ltd(300436) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , etc. rose by more than 10%.
The pharmaceutical sector experienced a significant retreat in 2021. For the follow-up trend of the pharmaceutical sector, institutions generally believe that after the early adjustment, the negative factors of the sector have been fully released, the investment value is prominent, and the valuation is at the bottom of history. Under the current policy background, companies with fast Industrial Development and fast growth will become the outlet of the market. At present, they are in the process of annual report During the disclosure period of quarterly results, companies with high growth or exceeding expectations may be favored by the market. [details]
financial Associated Press: recently, major pig enterprises have successively disclosed the sales data of February, and the sales of pig enterprises have decreased significantly month on month. Although the current pig price remains depressed, the overall pig market presents a situation of “weak fundamentals and strong expectations”. The reporter learned from various interviews that under the background of soaring feed prices, the de industrialization of production capacity is expected to exceed expectations. [details]
Securities Times: on March 10, 3, many companies joined the ranks of voluntary disclosure of the “February report” and handed over their bright transcripts in unison. In terms of industry performance, the new energy industry has sprung up, with Do-Fluoride New Materials Co.Ltd(002407) harvest exceeding 6 times; Chemical, Baijiu and semiconductors also performed well. The net profit growth of Sichuan Hebang Biotechnology Co.Ltd(603077) and Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) 12 in phosphorus chemical enterprises reached 500% and 418% respectively. According to the business data released in the previous two days, listed companies with good performance have also been recognized by investors in the secondary market, with a considerable increase. [details]
subscription of new shares: Junpu intelligence, Heyuan biology, zhaoxun media, Xiangming intelligence
new bond subscription: platinum convertible bonds
IPO: lux, Aoki and Salem biology
new bond listing: none
company news
Andon Health Co.Ltd(002432) : accumulated payment for kit products of 465 million US dollars
Guangdong Huiyun Titanium Industry Co.Ltd(300891) : titanium dioxide price in China increased by 1000 yuan / ton
Eve Energy Co.Ltd(300014) : plans to repurchase shares of 150 million to 300 million yuan
Bestway Marine & Energy Technology Co.Ltd(300008) : subsidiaries signed 461 million yuan major contracts
Tonghua Dongbao Pharmaceutical Co.Ltd(600867) : soluble glargine lispro double insulin injection approved clinically
Ginwa Enterprise (Group) Inc(600080) : transfer of 100% equity of Jinhua International Hotel
Beijing Shougang Co.Ltd(000959) : 2 month: the production and sales of high-end electrical steel products continued to increase
China Resources Microelectronics Limited(688396) : 1-february net profit increased by about 75% year-on-year
Jiugui Liquor Co.Ltd(000799) : 1-february net profit increased by about 130% year-on-year
Jizhong Energy Resources Co.Ltd(000937) : total profit from January to February increased by about 200% year-on-year
Naura Technology Group Co.Ltd(002371) : 1 to February, the operating revenue increased by about 135% year-on-year
Inner Mongolia Yili Industrial Group Co.Ltd(600887) : 1-february profit increased by more than 20% year-on-year
Tbea Co.Ltd(600089) : net profit in the first two months increased by about 115% year-on-year
Midea Group Co.Ltd(000333) : planned share repurchase of RMB 2.5 billion-5 billion
data list
Shanghai and Shenzhen Stock Markets: on March 10, affected by the overnight sharp rise in the external market, both Shanghai and Shenzhen stock indexes opened significantly higher, and then maintained the shock pattern, with most individual stocks rising. As of the close, the Shanghai index rose 1.22%, the Shenzhen Composite Index rose 2.18% and the gem index rose 2.67%. In terms of sectors, covid-19 drugs, covid-19 testing, assisted reproduction, medical care, chemical fiber, medicine, wine making and electric power all rose sharply, while oil and seed industry fell against the market. More than 3600 stocks in the two cities rose, and more than 110 stocks rose by 10%.
Hong Kong stocks: Hong Kong stock Hang Seng Index closed up 1.27% and Hang Seng technology index closed up 0.97%. Photovoltaic, big finance, medicine, new energy vehicles and other sectors led the gains, with Flat Glass Group Co.Ltd(601865) glass up more than 6%, Wuxi Apptec Co.Ltd(603259) up more than 8% and ideal vehicles up more than 8%. Weilai automobile closed up 0.82% to HK $158.9 on its first day of listing in Hong Kong. SOHO China rose 9% and will sell 32000 square meters of houses at a 70% discount.
Shanghai Shenzhen Hong Kong stock connect: march 10, statistics showed that the total net sales of northbound funds were 3.374 billion yuan, of which the net sales of Shanghai Stock connect was 1.118 billion yuan and Shenzhen Stock connect was 2.256 billion yuan. Among the top ten traded stocks, the top three in net purchases were Nari Technology Co.Ltd(600406) , Longi Green Energy Technology Co.Ltd(601012) , and China stock market news, with net purchases of 332 million yuan, 308 million yuan and 290 million yuan respectively. The top three net sales were Eve Energy Co.Ltd(300014) , Naura Technology Group Co.Ltd(002371) , Luxshare Precision Industry Co.Ltd(002475) , with net sales of 336 million yuan, 285 million yuan and 263 million yuan respectively.
dragon and tiger list: on March 10, the largest net capital inflow was Do-Fluoride New Materials Co.Ltd(002407) , which was 307 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 6.42% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats was 154 million yuan, and Guotai Junan Securities Co.Ltd(601211) Shanghai Jiangsu road was 120 million yuan. A total of 16 shares were involved in the institutional participation in the dragon and tiger list, of which 4 shares were net bought by the institution, and Rongsheng Petro Chemical Co.Ltd(002493) was the most bought, amounting to 40.513 million yuan. In addition, 12 shares were net sold by institutions, and Changchun High And New Technology Industries (Group) Inc(000661) was sold the most, amounting to 818978 million yuan.
margin trading : as of March 9, the balance of Shanghai and Shenzhen stock markets was 1712435 billion yuan, a decrease of 7.752 billion yuan compared with the previous trading day.
Among them, the financing balance was 1621588 billion yuan, a decrease of 7.822 billion yuan compared with the previous trading day; The balance of securities lending was 90.847 billion yuan, an increase of 70 million yuan over the previous trading day.
Shibor : Shibor reported 2.0250% overnight, up 0.1 basis points; Shibor reported 2.0820% in seven days, up 2.3 basis points; Three month Shibor reported 2.3620%, up 0.3 basis points
foreign exchange
On March 10, the central parity rate of RMB was reported at 6.3105, up 73 points, and the central parity rate of the previous trading day was reported at 6.3178. On March 10, the onshore RMB closed at 6.3216 against the US dollar at 16:30, down 53 basis points from the previous trading day
property market observation
financial Associated Press: SOHO China announced that in order to optimize the asset structure and alleviate the financial pressure, the company has launched 32000 square meters of houses at a 30% discount price, covering nine projects, including Galaxy SOHO, Sanlitun SOHO, SOHO East China Sea square and SOHO Zhongshan Square, all located in the urban core of Beijing and Shanghai, covering office Various types of commercial and apartment businesses. In this regard, Pan Shiyi, chairman of SOHO China, said that all the income from the sale of houses will be used to reduce liabilities and will not be used as stock dividends. [details]
surging news: this year, Chongqing launched 13 residential land in the first batch, with a land area of 1361 Mu and a construction scale of about 1.47 million square meters. Among the 13 residential land launched this time, 12 are pure residential land, and only one land in Dadukou District is commercial and residential land. According to the statistics of surging news, the total initial transfer price of 13 plots is about 9.44 billion yuan. [details]
International Information
Xinhuanetco.Ltd(603888) : Greek Prime Minister mizotakis sent a letter to European Commission President von delaine on the 9th, suggesting that the EU temporarily intervene in the soaring price of natural gas in Europe in the short term. Mizotakis put forward six suggestions to the EU: setting a ceiling on natural gas price, controlling the daily floating rate of natural gas price, implementing emergency pricing in case of emergency of Russian natural gas supply, setting a ceiling on gross profit margin, allowing only physical delivery within a specific period of time and enhancing market liquidity. [details]
interface news: Nikkei Chinese website reported on March 10 that the prices of goods traded between enterprises are rising in Japan. According to the data released by the Bank of Japan on the 10th, the enterprise commodity price index rose 9.3% in February over the same month of last year, the highest level in about 41 years since December 1980 (up 10.4%) affected by the oil crisis. [details]
futures market
China Futures: China commodity futures closed, most of them fell, the main contracts of crude oil, SS and PTA fell by the limit, ni2208, ni2210, ni2211 and ni2302 fell by the limit, fuel fell by more than 12%, Lu fell by more than 11%, Shanghai tin and asphalt fell by more than 8%, LPG and Zheng alcohol fell by more than 5%, eg and EB fell by more than 4%, plastics, iron ore and Shanghai zinc fell by more than 3%, Shanghai gold and apple fell by more than 2%, Soybean meal and Zheng you fell by more than 1%, while eggs and pigs fell slightly; Glass rose by more than 4%, soda ash and palm rose by more than 1%, and NR and rubber rose slightly.
International Futures: international oil prices fell, and the price of New York light crude oil futures for delivery in April fell US $2.68 to US $106.02 a barrel on the 10th; International gold prices rose. The April gold futures price, the most actively traded in the gold futures market of the New York Mercantile Exchange, rose $12.2 on the 10th from the previous trading day to close at $2000.4 an ounce, or 0.61%
overseas index
US stock market: the three major US stock indexes fell collectively, and the Dow Jones index fell 112.18 points to 3317407 points, or 0.34%; The NASDAQ index fell 125.59 points, or 0.95%, to 1312996; The S & P 500 index fell 18.36 points, or 0.43%, to 425952.
European stock markets: major European stock indexes fell across the board, and the UK FTSE 100 index closed at 709909, down 91.63 points or 1.27% from the previous trading day; The French CAC40 index closed at 620720, down 180.63 points or 2.83% from the previous trading day; Germany DAX30 index closed at 1344210, down 405.83 points or 2.93% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed up 945.97 points, or 3.83%, at 256635 points. South Korea’s Kospi index closed up 57.92 points, or 2.21%, at 268032 on Thursday, March 10.
