Narrow consolidation of Shanghai Stock Index: high-speed railway and real estate stocks rose sharply, and covid-19 sector made a collective correction

Let’s take a look at the latest situation in Russia and Ukraine.

Russia and Ukraine exchange prisoners for the first time

On the 21st local time, the human rights representative of the Russian Federation, Tatyana moskalikova, confirmed in an interview that Russia and Ukraine had exchanged prisoners for the first time, and nine Russian soldiers were released. In exchange, the mayor of melitopol, zaporoge state, Ukraine, was released at the same time.

Russian Ministry of Defense: Russian troops deliver humanitarian supplies to Chernigov Prefecture, Ukraine

The video released by the Russian Ministry of defense on March 22 local time shows that Russian troops deliver humanitarian supplies to Chernigov state in northern Ukraine. It is reported that in the last four days, Russia has provided 27 tons of grain to 10 local settlements.

EU says it will provide another 500 million euros of military aid to Ukraine

On March 21 local time, the EU high representative for foreign and security policy Borrell said that EU foreign ministers had reached an agreement to provide another 500 million euros (about 3.5 billion yuan) of military assistance to Ukraine. At present, the EU has provided a total of 1 billion euros of assistance to Ukraine.

According to the Anadolu news agency of Turkey on March 21, Borrell said after the EU foreign ministers’ meeting, “I am pleased to announce that the foreign ministers of EU countries have reached an agreement that we will provide another 500 million euros of aid funds to Ukraine from the European peace fund. We will continue to provide support to Ukraine in economic and financial aspects, provide humanitarian assistance to Ukraine and support its army.” Earlier in the same day, German Foreign Minister Burke said that the EU planned to increase its assistance to Ukraine in the purchase of equipment and weapons to 1 billion euros.

The report pointed out that Borrell had previously said that the 27 EU Member States had agreed to use the “European peace fund” and decided to provide the Ukrainian army with a package of weapons and equipment worth 450 million euros, as well as fuel, protective equipment and other materials worth 50 million euros.

latest news

Dinglong Culture Co.Ltd(002502) CFO only aboard the crashed plane

On March 22, the Shanghai stock index was dominated by narrow consolidation in the morning, and the Contemporary Amperex Technology Co.Limited(300750) downturn suppressed the gem index. Half day turnover in the big market was 587.9 billion yuan, compared with 636.3 billion yuan in the same period last day.

On the disk surface, the lithium sector rises at the beginning, and Zijin Mining Group Company Limited(601899) , Qinghai Salt Lake Industry Co.Ltd(000792) , Tianqi Lithium Corporation(002466) rise together. The real estate sector made continuous efforts, and more than 10 stocks such as Yango Group Co.Ltd(000671) , China Fortune Land Development Co.Ltd(600340) , Cinda Real Estate Co.Ltd(600657) , Citychamp Dartong Co.Ltd(600067) , Citychamp Dartong Co.Ltd(600067) , etc. rose by the limit.

Coal, agriculture and gold sectors continued to be strong, with China Shenhua Energy Company Limited(601088) , Yankuang energy and Shanxi Coking Coal Energy Group Co.Ltd(000983) steadily rising.

Anti epidemic related sectors retreated sharply. The aviation sector rebounded after opening sharply lower, and China Eastern Airlines Corporation Limited(600115) still fell 6.5% for half a day.

The Shanghai Composite Index rose 0.14% in midday trading, while the gem index fell 1.32%. The net sale of northbound funds was 100 million yuan.

Just now, Dinglong Culture Co.Ltd(002502) 3 announced at noon that ” Dinglong Culture Co.Ltd(002502) several executives took flight mu5735″, ” Dinglong Culture Co.Ltd(002502) 7 directors were on the crashed plane” and other online rumors were untrue.

after verification, the company’s chief financial officer Fang Fang took flight “mu5735” at 13:15 on March 21, 2022. The company will pay close attention to the follow-up progress of the accident

high speed railway and large aircraft set off a tide of limit rise

In early trading on the 22nd, the opening of delivery equipment led the rise. It is understood that the delivery equipment includes railway equipment, ships, aerospace equipment, automobiles, auto parts, motorcycles and other sea, land and air mobile equipment.

In the high-speed rail sector, Shenzhen Tongye Technology Co.Ltd(300960) , China High-Speed Railway Technology Co.Ltd(000008) , Zhejiang Tiantai Xianghe Industrial Co.Ltd(603500) limit, Jiangxi Everbright Measurement And Control Technology Co.Ltd(300906) , Qingdao Victall Railway Co.Ltd(605001) rose nearly 10%, and Beijing Dinghan Technology Group Co.Ltd(300011) , Jinxi Axle Company Limited(600495) followed.

In the large aircraft sector, Beijing Andawell Science& Technology Co.Ltd(300719) 20cm limit Qingdao Victall Railway Co.Ltd(605001) , Tianjin Tianbao Infrastructure Co.Ltd(000965) , etc. followed the rise.

real estate stocks trading limit

Yango Group Co.Ltd(000671) four link wrench

Recently, the real estate industry has ushered in a series of heavy benefits. Guided by the policy of “stabilizing land prices, house prices and expectations”, the real estate sector also hit the bottom and rebounded.

In the morning trading on the 22nd, in the market with a narrow range of shocks, the funds again flowed to the real estate sector, a sector with policy certainty. By midday closing, real estate services had turned from green to red, with a straight-line rise of 4.45%.

Among individual stocks, Shenzhen Sdg Service Co.Ltd(300917) , Shenzhen Worldunion Group Incorporated(002285) , 5I5J Holding Group Co.Ltd(000560) limit.

The real estate development industry rose 3.16%.

In terms of individual stocks, Everbright Jiabao Co.Ltd(600622) , Yango Group Co.Ltd(000671) , Vantone Neo Development Group Co.Ltd(600246) , China Fortune Land Development Co.Ltd(600340) and other trading limits.

and have been raised for and for and for and for and for consecutive .

On the news side, more than 60 cities have recently relaxed their real estate policies.

Since October last year, meeting the reasonable housing needs of home buyers has become the policy goal of the financial supervision department. At present, at least Heze, Chongqing, Ganzhou, Wenzhou and Nantong have adjusted the down payment ratio to a minimum of 20%; More regions have lowered mortgage interest rates, and the speed of mortgage issuance in more regions has also accelerated significantly.

According to the latest report, on March 19, the self-discipline mechanism of market interest rate pricing in Guangxi Zhuang Autonomous Region held a meeting and agreed to reduce the down payment ratio of housing loans in some cities. The meeting made it clear that for those who already own a set of housing in Nanning, the minimum down payment ratio of commercial loans for purchasing ordinary commercial housing again was adjusted from 40% to 30%, and the minimum down payment ratio of commercial loans for purchasing ordinary commercial housing for the first time in Beihai and Fangchenggang was adjusted from 25% to 20%.

The real estate finance committee held one of the five special topics before. The central bank said it would prevent and resolve risks in the real estate market. The CBRC said it would continue to improve the long-term real estate mechanism of “stabilizing land prices, house prices and expectations”, while the Ministry of Finance said it did not have the conditions to expand the pilot cities of real estate tax reform this year.

Northeast Securities Co.Ltd(000686) said that the joint voice of multiple ministries and commissions has boosted market confidence and improved the pessimism in the market related to real estate tax. It is expected that the improvement policy of “implementing policies for the city” will continue to be introduced.

“The means to resolve the risks of real estate enterprises include Project M & A. the premise of promoting Project M & A is the stability of market sales collection, and the premise of promoting sales stability is to encourage the release of reasonable real estate demand. It is expected that the policy is expected to continue to make efforts to promote sales out of the trough. In the demand side means, the financial support for the real estate demand of new citizens may be worthy of attention.” Citic Securities Company Limited(600030) analyst Chen Cong said.

covid-19 collective callback

On the 21st, the office of the National Medical Insurance Bureau issued a notice on effectively doing a good job in the current epidemic prevention and control medical security work, and temporarily included covid-19 virus antigen detection reagent and corresponding detection items into the catalogue of basic medical insurance medical services in the province according to the procedure; The newly added nimatovir tablets / ritonavir tablets in the diagnosis and treatment plan (trial version 9) shall be purchased by the medical institution according to the price agreed between the enterprise and relevant departments, and the medical insurance department shall pay according to the regulations.

Market analysts believe that this means that covid-19 antigen detection products and covid-19 specific drugs will face national centralized collection.

Affected by the above news, covid-19, covid-19 specific drug, covid-19 pneumonia detection and antigen detection collectively retreated in early trading on the 22nd.

Bull shares China Meheco Group Co.Ltd(600056) fluctuated violently within the day and temporarily stopped four consecutive boards. As of the press release, it was reported at 35.76 yuan, down 2.27%. The transaction amount has exceeded 5 billion yuan, with an amplitude of more than 12% within the day.

Prior to that, China Meheco Group Co.Ltd(600056) gained 11 daily limit in nearly 14 trading days, with a cumulative increase of 230%.

In March 9th, China Meheco Group Co.Ltd(600056) said it would be responsible for the commercial operation of Pfizer COVID-19 virus Paxlovid in Chinese mainland market.

On the latest news, China Meheco Group Co.Ltd(600056) issued a risk warning announcement yesterday that the company will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID (hereinafter referred to as “product”) in the Chinese mainland market during the agreement period (2022). At present, the product has not entered the national medical insurance. If it is included in the national medical insurance, it may have an impact on the sales price. The final use and sales of the product are greatly uncertain due to factors such as epidemic prevention and control, and it is expected that the relevant business scale accounts for a small proportion of the company’s overall business volume, which has no significant impact on the company’s recent operating performance.

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