In today’s stock market, A-Shares and Hong Kong shares continued to pick up, and the northbound funds bought a net 5.365 billion yuan throughout the day. What is slightly flawed is that they rose and fell in the afternoon. I hope they will continue to stabilize and continue tomorrow and Friday.
Let’s first show you the two hottest jokes today.
Let’s see what happened today.
real estate stocks raised the limit
BEIXIANG net purchase of more than 5 billion yuan
On March 17, the three major stock indexes opened higher and walked higher, with strong intraday rise. The Shanghai index rose by more than 2.5% and stood at 3200 points, the Shenzhen Composite Index rose by more than 4%, and the gem index rose by nearly 5%; The rise narrowed in the afternoon; The turnover of the two cities was enlarged again, with a full day turnover of nearly 1.3 trillion; The net purchase of northbound funds exceeded 5 billion yuan.
As of the close, the Shanghai index rose 1.4% to 321504 points, the Shenzhen Composite Index rose 2.41% to 1228997 points, and the gem index rose 2.87% to 271073 points; The total turnover of the two cities was 1275.4 billion yuan, and the net purchase of funds from the North was 5.365 billion yuan.
The real estate sector broke out the limit tide today, and many stocks such as Yango Group Co.Ltd(000671) , China Calxon Group Co.Ltd(000918) , Seazen Holdings Co.Ltd(601155) and so on rose.
In terms of news, the financial commission of the State Council said that it was necessary to timely study and put forward effective solutions to prevent and resolve risks, and put forward supporting measures for the transformation to a new development model; The cbcirc said that it encouraged institutions to carry out M & A loans in a stable and orderly manner, and focused on supporting high-quality real estate enterprises to merge and acquire high-quality projects of difficult real estate enterprises; The Ministry of Finance said that it is not qualified to expand the pilot cities of real estate tax reform this year.
Real estate stocks in Hong Kong stocks rose by 30%. According to media reports, it was learned from people familiar with the matter that jiazhaoye is in contact with China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) and other central state-owned enterprises, involving war introduction and cooperative development of old reform.
Covid-19 treatment stocks rose and fell in the afternoon. On the news, the Geneva pharmaceutical patent pool announced that it had signed agreements with 35 pharmaceutical companies to allow them to produce nimatovir API or preparation, one of the components of Pfizer’s new oral drug paxlovid. Including 5 Chinese enterprises, namely Shanghai desaino, Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Apeloa Pharmaceutical Co.Ltd(000739) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) Apeloa Pharmaceutical Co.Ltd(000739) and Kyushu only produce APIs, and the other three can produce APIs and preparations at the same time.
Citic Securities Company Limited(600030) research report points out that considering that this MPP authorization covers 95 low – and middle-income countries and the demand in the end market is expected to increase significantly, we expect Chinese enterprises authorized by MPP to share the above market increment. At the same time, according to the data, considering that paxlovid’s production process requires a large number of 38 different raw materials and reagents from global suppliers, we expect that paxlovid’s upstream intermediate industry chain is expected to usher in a large demand, and we also suggest paying active attention to it. To sum up, it is recommended to pay active attention to Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Apeloa Pharmaceutical Co.Ltd(000739) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , and companies related to paxlovid upstream intermediate industry chain that have been authorized by MPP.
The brokerage sector fell back in the afternoon. According to the news of China Securities Depository and Clearing Co., Ltd. on the 17th, in order to implement the spirit of the special meeting of the financial commission of the State Council, reduce the cost of market funds and serve the healthy development of the real economy, China Clearing cooperated with the ongoing DVP reform and reduced the payment proportion of the minimum settlement provision for stock business from 18% to 16% from April 2022.
Some brokerage analysts said that assuming that the customer reserves are generated by stock businesses, and the brokerage had previously paid according to the payment proportion of the minimum settlement reserves, the reduced payment proportion is expected to release nearly 40 billion yuan.
After the above news was posted, brokerage stocks once pulled wildly. Many closed higher and lower
Hong Kong stocks continue to soar
China Securities Co.Ltd(601066) Chen Guo believes that the current market has high cost performance in the long run and is suitable for the allocation of long-term funds into the market. In the medium term, we still face the impact of adverse external factors such as the Fed’s interest rate hike, the financial turmoil caused by Russia’s default, and the increase in the probability of global stagflation, which needs to be observed. However, at present, investors should not be pessimistic. Under the background of a series of comprehensive improvement of concerns, the market is expected to usher in an oversold rebound and a quarterly report. In terms of industry configuration, the first quarter high boom + marginal improvement sector will be the focus of the current rebound. The current market comes to the annual report + quarterly report disclosure window after the performance vacuum period, which will verify the high prosperity of the high-end manufacturing industry chain. In terms of meso data, the sales volume of new energy vehicles in February is bright, the demand for photovoltaic in the first quarter is better than expected, and the semiconductor / military industry is still in the high boom range. In addition, the top decline since December and the current relatively reasonable valuation quantile are optimistic about its subsequent relative income performance. At the same time, the current positive signals also include the adjustment of monetary policy and epidemic prevention and control policy that is worthy of further expectation.
people’s Bank of China approves the establishment license of two financial holding companies
Recently, the people’s Bank of China approved the establishment license of China CITIC Financial Holding Co., Ltd. (Preparatory) and Beijing Financial Holding Group Co., Ltd. The establishment of financial holding companies by non-financial enterprises that substantially control a variety of financial institutions and bring them under supervision is an important measure to implement the deployment of the CPC Central Committee and the State Council and make up for the shortcomings of financial supervision. The establishment of financial holding companies is conducive to promoting non-financial enterprises to effectively isolate finance and industry, prevent cross infection of risks, realize centralized and unified management of financial equity, and promote standardized and sustainable development.
In the next step, the people’s Bank of China will continue to adhere to the principles of marketization and legalization, adhere to the “two unwavering”, carry out the examination and approval of accepted enterprises according to law and regulations, and promote other qualified enterprises to apply for the establishment of financial holding companies in a steady and orderly manner. Following the concept of macro Prudential Management and based on consolidated financial statements, we will implement comprehensive, continuous and penetrating supervision over financial holding companies, promote them to maintain sufficient capital, improve corporate governance, strengthen risk isolation, operate in accordance with the law, continuously improve their ability to serve the high-quality development of the economy, and help the economy operate within a reasonable range.
a private placement of head was accepted by customers
A while ago, the stock market was not good. Today, a head private placement held a holder communication meeting. Investors had no income for several years and asked to stop collecting management fees.
Russia defeats magic with magic
has paid us dollar debt, but there is no guarantee that investors will receive
Russia: USD debt has been paid, but investors are not guaranteed to receive it. Because this fund comes from Russia’s frozen overseas foreign exchange account.
March 16 is the coupon payment date of two European sovereign bonds issued by Russia with a total amount of about US $117 million. Foreign media such as the British guardian and the US Washington Post believe that Russia may default on its debt. In response to the debt repayment, Russian finance minister silvianov said on the 16th that Russia had entrusted an agent bank to pay US $117 million of debt, but due to the freezing of the Russian government’s foreign exchange account by US sanctions, the amount paid in US dollars may not reach the holders of foreign treasury bonds.
On Monday, the Guardian newspaper said that the Russian government should pay $1.6 billion in debt, but asked the Russian finance minister on the other side to clarify whether the Russian government should pay $1.6 billion.
“The ability to meet our obligations in equivalent foreign currencies does not depend on us: we have money and have paid it, and now the ball is mainly to the US government.” Syluanov said.
The guardian said siluanov had previously accused the west of trying to create a “man-made default” by freezing Russian banks’ foreign exchange reserves in other major central banks.
The Washington Post reported that siluanov also told RIA Novosti on the 16th that foreign bondholders may not be able to receive the payment in US dollars because the Russian government’s foreign exchange account has been frozen by US sanctions.
Biden announces “unprecedented support”
According to Agence France Presse, Washington, US President Joe Biden announced on the 16th local time that he would provide a total of $1 billion in new security assistance to Ukraine and deploy weapons with a longer range – to convince allies that the United States would provide “unprecedented” support in the military conflict between Ukraine and Russia.
The aid includes $200 million allocated over the weekend and $800 million in new funds in the aid package approved by Congress last week, the report said.
Ministry of Commerce: the United States should immediately stop unreasonable suppression of Chinese enterprises
At the regular press conference held by the Ministry of Commerce on March 17, some media asked: the Federal Communications Commission (FCC) revoked the 214 telecom operation license of China The Pacific Securities Co.Ltd(601099) network company and its wholly-owned subsidiary ComNet in the United States. What is the comment of the Ministry of Commerce?
In response, Gao Feng, a spokesman for the Ministry of Commerce, said: China has taken note of the relevant reports, which is the same as the previous practice of the Federal Communications Commission against other China Telecom Corporation Limited(601728) enterprises. The United States continues to generalize the concept of national security, abuse national power, maliciously suppress China Telecom Corporation Limited(601728) enterprises in the absence of factual basis, violate the most basic principles of non discrimination and fair competition, violate recognized international economic and trade rules, disrupt the normal market order, and damage the legitimate rights and interests of Chinese enterprises and consumers, including American users. China firmly opposes this.
We should immediately stop the unfair and stable operation of enterprises in the United States, including enterprises in the United States. China will take necessary measures to resolutely safeguard the legitimate rights and interests of Chinese enterprises.
US Russian Embassy microblogging “war”
Just now, the Russian Embassy in China sent a microblog back to the microblog the day before the US embassy in China
On Sina Weibo again.
On March 16, the microblog account of the US embassy in China @ the US embassy in China posted that, “While Russia’s state-controlled media are spreading false information to audiences about Vladimir Putin’s war against Ukraine, the Kremlin has intensified its repression of independent media and prevented the Russian public from knowing the truth. New Kremlin restrictions have forced most independent media institutions in Russia, including Chinese and foreign media, to close or suspend their operations.”
@Screenshot of microblog of US embassy in China
One day later, the microblog account of the Russian Embassy in China @ the Russian Embassy in China forwarded this post of the US embassy in China and responded that, “The United States, Canada and the European Union have removed @ today’s Russian RT from the broadcasting network, apple and Google have banned downloading RT and @ Russian satellite news agency applications, and YouTube has blocked Russian media channels all over the world. The Western attack on Russian media has not started now, but has lasted for several years.”
@Screenshot of microblog of Russian Embassy in China
The Russian Embassy in China also questioned the US side: “what else can you say about freedom of speech and people’s freedom of access to information?”
