daily selection
financial Associated Press: the Standing Committee of the Political Bureau of the CPC Central Committee held a meeting to analyze the epidemic situation of covid-19 pneumonia and deploy strict epidemic prevention and control Xi Jinping pointed out that we should always adhere to the people first and life first, adhere to scientific, accurate and dynamic clearing, and curb the spread of the epidemic as soon as possible. We should improve the level of scientific and accurate prevention and control, constantly optimize epidemic prevention and control measures, and strengthen scientific and technological research and development of vaccines, rapid detection reagents and drugs, so as to make prevention and control more targeted. We should maintain strategic concentration, strive for progress while maintaining stability, and coordinate epidemic prevention and control and economic and social development. [details]
central bank: 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. [details]
national development and Reform Commission: national development and Reform Commission issued the key tasks of new urbanization and urban-rural integration development in 2022. It is proposed to deepen the reform of registered residence system. According to the carrying capacity of resources and environment and the actual needs of economic and social development, all kinds of cities should unblock the channels for the whole family to settle in the city for the agricultural transfer population who have a stable employment and life locally. Cities with a permanent resident population of less than 3 million in urban areas have implemented the policy of comprehensively canceling the restrictions on settlement. Cities that implement the integral settlement policy ensure that the scores of social security payment years and residence years account for the main proportion. Encourage the concentration of population into the city, distinguish the central urban area and the suburbs of the new area, and formulate differentiated settlement policies. To promote the total number of registered residence in the metropolitan and urban agglomeration with the city’s total recognition. [details]
CSRC: on March 17, Yi Huiman, Secretary of the Party committee and chairman of the CSRC, presided over a party committee meeting to deeply study and understand the spirit of the important speech made by the general secretary of Xi Jinping during the two sessions and the spirit of the two sessions, and made arrangements for the implementation of the CSRC system. The meeting stressed the need to keep stability at the forefront, further improve the endogenous stability mechanism of the capital market, promote the resolution of key and sensitive issues related to capital market expectations, ecology and environment, and make every effort to maintain the smooth operation of the market. We will coordinate epidemic prevention and control and support economic and social development, fully implement relevant measures to support the revitalization of industrial economic operation and the development of small, medium-sized and micro enterprises, better support the real economy and help stabilize the macro-economic market. We should solidly promote the reform of the stock issuance registration system in an all-round way. [details]
macro economy
China Central Television: according to the national development and Reform Commission, a new round of refined oil price adjustment window will open at 24:00 on March 17. National average: 0.59 yuan per liter of No. 92 gasoline; 95 gasoline will be increased by 0.62 yuan per liter; 0 diesel increased by 0.62 yuan per liter. The reporter has calculated an account for you. According to the estimation of the 50L capacity of the general household automobile fuel tank, filling a box of No. 92 gasoline will cost 29.5 yuan more. [details]
China Securities News: Gao Feng, spokesman of the Ministry of Commerce, said at the regular press conference of the Ministry of Commerce on March 17 that the sales of new energy vehicles increased by 1.5 times year-on-year in the first two months of 2022, accounting for 17.9% of new vehicle sales. [details]
China Central Television news client: the Ministry of agriculture and rural areas recently issued the national agricultural and rural informatization development plan for the 14th five year plan, which makes it clear that by 2025, the development level of agricultural and rural informatization will be significantly improved, modern information technology will be deeply integrated with all aspects of agriculture and rural areas, and the ability to support agricultural and rural modernization will be significantly enhanced. [details]
National Energy Administration: Zhang Jianhua, director of the national energy administration, said that new and important achievements were made in energy work in 2021. In the face of the severe situation such as the rapid rise of coal prices and the orderly expansion of power consumption in the second half of the year, we should take decisive measures and unconventional methods, make good use of the valuable time window, go all out to increase production and supply, take multiple measures to stabilize market fluctuations, resolutely and effectively correct unreasonable price increases, and do a good job in the supply and reserve of coal, electricity, oil and gas before the peak season of energy consumption, so as to ensure sufficient energy supply. We will strengthen the bottom-up guarantee of coal, continue to fight the “combined fist” of increasing production and supply, and release the emergency supply capacity. [details]
industry trends
financial Associated Press: the Department of consumer goods industry of the Ministry of industry and information technology, together with the Beijing Municipal Bureau of economy and information technology, went to Beijing Hotgen Biotech Co.Ltd(688068) , Beijing jinwofu Bioengineering Technology Co., Ltd., Beijing Lepu Diagnostic Technology Co., Ltd., Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , to investigate the production and supply of covid-19 virus antigen detection reagent. At present, all production enterprises are increasing their horsepower, working overtime and racing against time to organize production, strive to improve production capacity as soon as possible, and produce more covid-19 virus antigen detection reagents in time with quality and quantity, so as to ensure high-quality and efficient supply and contribute to the fight against covid-19 epidemic. [details]
China business: Deng Kegang, chairman of Shenzhen Dexia biology, told reporters: “the current bid price is reasonable, and the enterprise still has a lot of profits. However, with the approval of more reagent manufacturers in the future, the price war in the short term is inevitable, and the collective purchase price will certainly decline further.” He expects that a batch of new antigen detection reagents will be approved in the next two or three weeks. [details]
first finance: Tesla announced price increase again on Thursday. The price increase involves the model y standard model produced in China, which is also the cheapest model of Tesla Model Y Series. This is also the third consecutive price increase announced by Tesla this month since March 10. [details]
Beijing News: due to the problems in the front warehouse, such as using dead fish as live fish, changing labels without authorization, and routine disinfection becoming a mere formality, “dingdong shopping for vegetables” was exposed by the Beijing news a few days ago.
On March 17, the reporter learned that Haidian District Market Supervision Bureau conducted an administrative interview with him on March 16 and launched a case filing investigation. At the same time, adhering to the principle of “four strictest”, we will immediately carry out special actions and respond to social concerns in a timely manner. [details]
stock market focus
Securities Times: Ping An Insurance (Group) Company Of China Ltd(601318) released the annual performance report for 2021. The strategy of “comprehensive finance + medical health” continued to deepen throughout the year, accelerated the reform of life insurance and the digital transformation of operation and management, and realized the operating profit attributable to the shareholders of the parent company of 147961 billion yuan, an increase of 6.1% year-on-year; The annual operating roe reached 18.9%; Net profit of 121802 billion yuan; The net profit attributable to the shareholders of the parent company was 101618 billion yuan. The company distributed annual dividends to shareholders, with cash per share of 2.38 yuan, a year-on-year increase of 8.2%, and continued to increase cash dividends. The company launched a new round of stock repurchase program in August 2021. By the end of December 2021, the company had repurchased about 77.77 million shares, totaling 3.9 billion yuan. [details]
Securities Times: 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, in coordination with the ongoing DVP reform, has 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. [details]
5%. The direct catalytic factor is that on the 17th, the Geneva pharmaceutical patent pool announced that it had signed an agreement with 35 pharmaceutical enterprises to allow them to produce namatrivir API or preparation, one of the components of Pfizer covid-19 oral drug paxlovid, including Shanghai deseno, 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) . In terms of investment opportunities, based on the views of many analysts, it is mainly divided into three directions: enterprises authorized by overseas generic MPP, Chinese R & D and innovation enterprises with high progress, and potential suppliers upstream of covid-19 pharmaceutical industry chain. [details]
China Fund News: in the morning of 17, Zhonggeng Fund announced that Qiu Dongrong and other three fund managers would purchase no less than 22 million yuan. In addition, two products of Zhonggeng fund will be open for daily subscription from tomorrow. The equity of e-fund and fof will be announced to be RMB 200 million This week, many fund companies such as Ruiyuan, harvest, YONGYING, Haifutong fund and so on sold their own purchases. Since the beginning of the year, A-Shares have continued to fluctuate and adjust, and public funds and fund managers have successively entered the market to express their confidence in the future market with real gold and silver. According to statistics, the public purchase has exceeded 1.8 billion yuan this year. Many fund managers said that the self purchase behavior of fund companies is not only a responsible attitude towards investors, forward-looking layout, sharing growth and risks with investors with practical actions, but also reflects the confidence of fund companies and fund managers in the future. [details]
subscription of new shares: tynkon
new bond subscription: Kelun convertible bond and Shenhao convertible bond
IPO: kangguan technology, Wright optoelectronics, science and technology navigation
new bond listing: tong22 convertible bond
corporate news
Jiangsu Kanion Pharmaceutical Co.Ltd(600557) re injection is included in the diagnosis and treatment plan of New Coronavirus pneumonia (trial version ninth).
Chongqing Taiji Industry (Group) Co.Ltd(600129) an Gong Niuhuang Pill and so on are included in New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth).
Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) products are included in the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth).
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) Lianhua Qingwen capsule (granule) is included in the diagnosis and treatment plan of New Coronavirus pneumonia (trial version ninth).
Fujian Start Group Co.Ltd(600734) : stock trading suspension verification
Beijing Kawin Technology Share-Holding Co.Ltd(688687) : covid-19 virus research projects kw-041 and kw-043 are in preclinical research stage
Huaxin Cement Co.Ltd(600801) : B shares of the company terminated listing
Sinomine Resource Group Co.Ltd(002738) : 1-february net profit increased by about 117012% year-on-year
Henan Shenhuo Coal&Power Co.Ltd(000933) : : net profit of 3.281 billion yuan in 2021, with a year-on-year increase of 815.61%
China Telecom Corporation Limited(601728) : net profit in 2021 increased by 24% year-on-year
Shede Spirits Co.Ltd(600702) :
Shandong Linglong Tyre Co.Ltd(601966) : controlling shareholders intend to increase their shares by 150200 million yuan
Polaris Bay Group Co.Ltd(600155) : intends to repurchase shares with no more than 400 million yuan
China National Chemical Engineering Co.Ltd(601117) : plans to repurchase the company’s shares by 400800 million yuan
data list
Shanghai and Shenzhen Stock Markets: three major indexes fluctuated upward after opening high. In the afternoon, the three major indexes rose and fell back, and the increase narrowed. The gem index rose by more than 4% at one time.
The real estate and pharmaceutical sectors lifted the limit tide, and individual stocks showed a general upward trend. As of the close, the Shanghai index rose 1.40%, the Shenzhen Composite Index rose 2.41% and the gem index rose 2.87%. On the disk, household goods, hotel catering, real estate and other sectors led the increase, while power, securities and telecom operation sectors led the decline. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the third consecutive trading day.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 7.04%, regaining 21000 points, and Hang Seng technology index closed up 7.76%. Real estate stocks led gains, with rongchuang China up more than 59%, jiazhaoye group up more than 35% and country garden up more than 28%. Internet technology stocks continued to rise, with JD up more than 15%, baidu up more than 15%, BiliBili up more than 16% and Alibaba up more than 12%.
Shanghai Shenzhen Hong Kong stock connect: march 17, statistics showed that the total net purchase of northbound funds was 5.365 billion yuan, including 492 million yuan for Shanghai Stock connect and 4.874 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, the top three in net purchases were China stock market news, Contemporary Amperex Technology Co.Limited(300750) , Midea Group Co.Ltd(000333) , with net purchases of 1.434 billion yuan, 1.117 billion yuan and 839 million yuan respectively. The top three net sales are Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Jiangsu Hengrui Medicine Co.Ltd(600276) , Wuliangye Yibin Co.Ltd(000858) , with net sales of 304 million yuan, 257 million yuan and 254 million yuan respectively.
dragon and tiger list: on March 17, the largest net capital inflow was Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , which was 196 million yuan. The data showed that the stock had a large daily limit of 20cm, and the turnover rate throughout the day was 15.11%. CITIC Shanghai Liyang Road, the top net inflow of funds, bought a net of 555159 million yuan Guotai Junan Securities Co.Ltd(601211) Shanghai Branch net purchase of 497879 million yuan; The net purchase of Shenzhen Stock connect seats was 483048 million yuan. A total of 21 stocks were involved in institutional participation in the dragon and tiger list, of which 11 were net bought by institutions, and Bank of Lanzhou was the most bought, with a total of 117 million yuan. In addition, 10 shares were net sold by institutions, and Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) was sold the most, amounting to 308 million yuan.
margin trading : as of March 16, the balance of Shanghai and Shenzhen stock markets was 1688435 billion yuan, a decrease of 2.067 billion yuan compared with the previous trading day. Among them, the financing balance was 1598027 billion yuan, a decrease of 4.339 billion yuan compared with the previous trading day; The balance of securities lending was 90.408 billion yuan, an increase of 2.272 billion yuan over the previous trading day.
Shibor: Shibor reported 2.0090% overnight, down 3.1 basis points; Shibor reported 2.0830% in seven days, down 3.2 basis points; Three month Shibor reported 2.3670%, up 0.1 basis points
foreign exchange
On March 17, the central parity rate of RMB was reported at 6.3406, up 394 points, and the central parity rate of the previous trading day was reported at 6.38 The onshore RMB closed at 6.3494 against the US dollar, down 29 points from the previous trading day
property market observation
daily economic news: as an important member of the city around Shanghai, Jiaxing’s urban value is becoming increasingly prominent. Since March, Jiaxing real estate market has shown obvious signs of recovery. From the perspective of trading volume, both new commercial housing and second-hand housing in Jiaxing have increased significantly. [details]
daily economic news: not only the lending speed is fast, but also the interest rate has dropped to a new low since the regulation. Kerry Suzhou real estate evaluation shows that at present, the mortgage interest rate in Suzhou has reached a new low in recent five years, and the amount is sufficient, which is a major positive for home buyers. Since November 2021, the mortgage interest rate of major banks in Suzhou has been reduced from “6” to 5.7%. In the middle of January 2022, the interest rate of the first set of first loan of Suzhou mainstream banks was around 5.0%, reaching 4.9% at the lowest, and was lowered again to 4.6% in March. [details]
International Information
financial Associated Press: Deutsche Bank (China) Co., Ltd. announced that it has successfully accessed the Beijing Branch of China Securities Depository and Clearing Co., Ltd., becoming the first European bank to support qualified foreign investors (QFI) in stock trading on the Beijing stock exchange. [details]
CCTV news client: 17, the German Institute of economics released the latest research report “the economic consequences of the conflict in Ukraine”. The report shows that the conflict in Ukraine has brought great pressure to the German economy. The report believes that the possibility of economic cooperation between Germany and Russia returning to normal in the short term is becoming lower and lower. In the context of political uncertainty, the specific economic impact in the medium term remains to be seen. It is expected that the burden on enterprises will be further increased and the energy supply may be threatened. The possibility of further sharp rise in energy prices cannot be ruled out. [details]
futures market
China Futures: China commodity futures closed with mixed gains and losses, palm oil fell by more than 3%, SS, Shanghai nickel fell by more than 1%, asphalt, manganese silicon fell slightly; Iron ore rose by more than 4%, Shanghai aluminum and PVC rose by more than 2%, Shanghai silver and coking coal rose by more than 1%, and plastics and glass rose slightly.
International Futures: WTI crude oil futures closed up 8.35% to US $102.98/barrel; Brent crude oil futures closed up 8.79% to $106.64 a barrel. COMEX April gold futures closed up 1.8% at $194320 an ounce
overseas index
U.S. stock market: the three major indexes of U.S. stocks opened low and rose higher. The Dow index rose 1.23%, the S & P 500 index rose 1.23% and the NASDAQ index rose 1.33%. Oil, gas and anti epidemic sectors led the gains, with Houston energy up more than 19%, the United States energy up more than 11%, Devon Energy and Western oil up more than 9%, Pfizer and AstraZeneca up more than 2%.
European stock markets: European stock markets closed with mixed major indexes, with Germany’s DAX30 index down 0.36%, Britain’s FTSE 100 index up 1.25% and France’s CAC40 index up 0.36%.
Asia Pacific Stock Market: Nikkei 225 index closed up 881.99 points, or 3.42%, at 266440 points. South Korea’s Kospi index closed up 35.28 points, or 1.33%, at 269451.
