daily selection
Xinhua News Agency: the central office and the State Council Office issued the opinions on building a higher level public service system for national fitness. By 2025, a higher-level public service system for national fitness will be basically established, with a per capita sports area of 2.6 square meters, and the proportion of people who regularly participate in physical exercise will reach 38.5%. The basic public service system for national fitness provided by the government will be more perfect, the standards will be more sound, and the quality will be significantly improved. The inclusive public services provided by social forces will be affordable, affordable, guaranteed in quality and supervised in safety, People’s enthusiasm for fitness was further improved. [details]
cninfo: recently, the Secretariat of cninfo, the general office of the national development and Reform Commission, the general office of the Ministry of industry and information technology, the general office of the Ministry of education, the general office of the Ministry of science and technology, the general Office of the Ministry of public security, the general office of the Ministry of finance, the general office of the Ministry of housing and urban rural development, the general office of the Ministry of water resources, the general office of the people’s Bank of China, the general office of the state owned assets supervision and administration of radio, film and television of the State Council jointly issued a notice, Determine the pilot list of IPv6 technology innovation and integrated application. The notice points out that 22 comprehensive pilot cities and 96 pilot projects have been determined through the procedures of recommendation, expert review and review, online publicity and so on organized by local and relevant departments. [details]
China government network: the State Council approved the implementation plan of the 14th five year plan for the construction of Beibu Gulf Urban Agglomeration. One belt, one road, is to speed up the construction of the Beibu Gulf city group, accelerate the construction of a new development pattern, deepen reform and opening up in an all-round way, persist in innovation driven development, and promote high-quality development. Relying on the new West Coast channel, we will deeply link the Yangtze River economic belt development, the construction of the Guangdong Bay and Macao Bay area and other important strategies, and jointly promote the construction of the free trade port in Hainan. Accelerate the construction of the blue bay urban agglomeration, blaze a new path in promoting the high-quality development of the urban agglomeration, show new achievements in serving and integrating into the new development pattern, take new steps in promoting green development, and show new responsibilities in maintaining the peace of the frontier and the sea. [details]
macro economy
CCTV news client: recently, the Ministry of agriculture and rural areas issued the “2022 national plan for monitoring veterinary drug residues in aquatic products of origin” and the “2022 national plan for monitoring aquatic animal diseases”, launching a new round of nationwide supervision of veterinary drugs and other inputs for aquaculture and prevention and control of the risk of aquatic animal diseases, The implementation of the two plans can effectively improve the quality and safety of aquaculture and biosafety level, and ensure the safe and effective supply of aquatic products. [details]
interface news: central bank website news on March 23, recently, the financial science and Technology Committee of the people’s Bank of China held a meeting to summarize the work in 2021 and study and deploy the key tasks in 2022. The meeting stressed that in 2022, we should implement the outline of the 14th five year plan, take multiple measures to promote the implementation of the fintech development plan (20222025), and promote the digital transformation of Finance with high quality. [details]
surging news: Vice Minister of Finance Xu Hongcai said that the implementation of the new combined tax support policy in 2022 mainly has the following four characteristics: first, the total amount of tax refund and reduction is the highest in history. Second, strengthen accuracy. Third, highlight the combination. Fourth, the policy force should be appropriately advanced. On the one hand, it has been announced and implemented. Since the beginning of the year, more than 20 tax support policies have been quickly introduced to enable market players to enjoy policy dividends and boost confidence as soon as possible. On the other hand, we should return the amount of tax retained to the front and speed up the progress of tax rebate. If the amount of tax that should be refunded can be refunded as soon as possible, we should help enterprises tide over difficulties and recover in time. [details]
industry trends
CFA: the State Food and Drug Administration approved two covid-19 virus antigen detection reagent products on the 23rd. As of March 23, the State Drug Administration has approved 19 covid-19 virus antigen detection reagent products. [details]
Securities Times: passenger car association data show that from March 14 to 20, 245000 passenger cars were retailed, a year-on-year decrease of 29%, a month-on-week decrease of 23% and a month-on-month decrease of 25%. The wholesale of passenger cars was 296000, a year-on-year decrease of 21%, a month-on-week decrease of 17% and a month-on-month decrease of 31%. [details]
Shanghai Securities News: in 2021, the premium income of serious illness insurance in the insurance industry was 457.46 billion yuan, accounting for 52.0% of the premium income of health insurance. The cbcirc said that in the next step, it plans to study the establishment of a long-term working mechanism for the definition of serious diseases under the Insurance Association, invite some experts inside and outside the industry to form an expert committee for the definition of serious diseases, timely revise the definition of serious diseases in the way of “running fast in small steps”, study and formulate guidelines for the settlement of claims for serious diseases, and provide professional advice on relevant issues. [details]
financial Associated Press: due to the need of epidemic prevention and control, Tangshan started temporary global sealing management on the 22nd. Due to the limited transportation of raw materials and insufficient inventory, the blast furnaces of some steel mills began to be stuffy. Liu Huajie, the person in charge of Yuexin iron and steel, told the financial Associated Press: “originally, some steel mills had only about a week’s inventory of iron ore and other raw materials. Due to the Limited Logistics and transportation, the inventory of raw materials was insufficient. At present, some steel mills have begun to stuffy the blast furnace, and some large steel mills also plan to stuffy the furnace.” [details]
stock market focus
Securities Times: with the disclosure of 2021 annual reports of listed companies, the latest trend of social security fund gradually surfaced. According to the statistics of data treasure, by the end of last year, there were 55 shares, and the social security fund appeared among the top ten circulating shareholders. [details]
financial Associated Press: on March 23, the concept of 5g rose sharply, and individual stocks set off a wave of trading China Merchants Securities Co.Ltd(600999) believes that Zte Corporation(000063) winning the lawsuit is beneficial to the recovery of the valuation of the communication industry, and it is suggested to lay out on the left at the bottom of the sector. From 2020 to 2021, the valuation of the communication sector continued to decline, and ZTE’s victory is expected to help the emotional recovery of the sector. With the high degree of globalization of communication equipment, the relationship between overseas operators and Chinese suppliers may reproduce opportunities, and the overseas territory continues to expand. Global cloud capex has entered the uplink channel, and operators have increased investment in industrial digitization and transmission network.
Chinese operators have increased investment in transmission networks and infrastructure. China Telecom Corporation Limited(601728) it is estimated that the investment in industrial digitization will increase by more than 60% year-on-year in 22 years. [details]
Securities Times: on March 23, the national development and Reform Commission issued the medium and long term plan for the development of hydrogen energy industry (20212035). The plan proposes that by 2025, the number of fuel cell vehicles will be about 50000, and the hydrogen production capacity of renewable energy will reach 1 China Vanke Co.Ltd(000002) 00000 tons / year; By 2035, a hydrogen energy industry system will be formed to build a diversified hydrogen energy application ecology covering transportation, energy storage, industry and other fields. The proportion of hydrogen production from renewable energy in terminal energy consumption has increased significantly, which plays an important supporting role in the green transformation and development of energy Citic Securities Company Limited(600030) said that as the top-level design for the development of the hydrogen energy industry, the plan, combined with the fuel cell demonstration application policy launched at the end of August last year and the hydrogen energy industry planning of local governments, has gradually improved the industry policy system, which will help to encourage large-scale and technologically leading leading enterprises to stand out and boost the long-term expectation of the industry. In 2022, the industry development is expected to press the fast forward key. [details]
financial Associated Press: recently, a letter to the holder of Ruiyuan Fund: fear should not occupy the heart at this moment, drawing wide attention with its forward-looking view. Recently, another meeting note of Ruiyuan investor meeting flowed out, which also became the focus of circulation. The note mentioned that the global market has adjusted significantly since this year due to multiple factors such as the repeated political and economic situation at the edge of the country. Can we invest now and where are the future opportunities? One of the answers given by Ruiyuan fund is, “valuation is our best friend in the face of an uncertain future.” [details]
subscription of new shares: Zhongfu Shenying
new bond subscription: BOC convertible bonds
IPO: Xingtong shares
new bond listing: hardcover convertible bond
corporate news
Guangdong Orient Zirconic Ind Sci And Tech Co.Ltd(002167) : joint stock company plans to acquire McCalls ore project with a $12 million
Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) : intends to sign the top floor planning service contract of Huawei digital Hualan lighthouse factory
Planned annual output of 100 million
Beijing Jingcheng Machinery Electric Company Limited(600860) : the company’s main business does not involve the hydrogen energy battery industry
Anhui Annada Titanium Industry Co.Ltd(002136) : estimated net profit in the first quarter increased by 60% – 110% year-on-year
Baotou Dongbao Bio-Tech Co.Ltd(300239) : : net profit in the first quarter of 2022 increased by 332.09% – 461.71%
Yihai Kerry Arawana Holdings Co.Ltd(300999) : net profit in 2021 decreased by 31.15% year-on-year, and it is proposed to pay 0.77 yuan for 10
Maanshan Iron & Steel Company Limited(600808) : net profit in 2021 increased by 168.95% year on year, and it is proposed to send 3.5 yuan for 10
Wuxi Apptec Co.Ltd(603259) : net profit in 2021 increased by 72.19% year-on-year, and it is proposed to send 5.174 yuan in 10
Milkyway Chemical Supply Chain Service Co.Ltd(603713) : shareholder Jun Lian Maolin plans to reduce his shares by no more than 5.53%
Iray Technology Company Limited(688301) : shareholders Tianjin Sequoia and Beijing Sequoia plan to reduce their shares by no more than 7.29% in total
Kailuan Energy Chemical Co.Ltd(600997) : China Cinda plans to reduce its shares by no more than 2%
Foxconn Industrial Internet Co.Ltd(601138) : the expected repurchase amount in the next three months shall not be less than 500 million yuan
data list
Shanghai and Shenzhen Stock Markets: 3, the three major A-share indexes remained volatile. As of the closing, the Shanghai index rose 0.34%, the Shenzhen Composite Index rose 0.73% and the gem index rose 1.03%. On the disk, real estate services, cro concept, hydrogen energy, communication equipment, traditional Chinese medicine, UHV, fuel cell, large aircraft and other sectors led the increase; Electronic ID card, airport shipping, digital currency, building energy conservation, planting and forestry, oil and gas and other sectors led the decline.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 1.21%, Hang Seng technology index closed up 2.05%. Pharmaceutical outsourcing concept stocks, short video concept stocks and SaaS concept stocks performed strongly, while power stocks fell. The Kwai Ming bio rise is over 11%, the beep is up 10%, the fast hand is over 6%, and the Alibaba is over 6%. Zte Corporation(000063) H shares closed up 23%.
Shanghai Shenzhen Hong Kong stock connect: march 23, statistics showed that the total net sales of northbound funds were 194 million yuan, of which the net sales of Shanghai Stock connect was 1.491 billion yuan and the net purchase of Shenzhen Stock connect was 1.297 billion yuan. Among the top ten traded stocks, the top three in net purchases are Wuxi Apptec Co.Ltd(603259) , China Merchants Bank Co.Ltd(600036) , Sungrow Power Supply Co.Ltd(300274) , with net purchases of RMB 464 million, RMB 359 million and RMB 341 million respectively. The top three net sales were Kweichow Moutai Co.Ltd(600519) , Will Semiconductor Co.Ltd.Shanghai(603501) , Ping An Insurance (Group) Company Of China Ltd(601318) , with net sales of 1.279 billion yuan, 183 million yuan and 178 million yuan respectively.
dragon and tiger list: march 23, the largest net capital inflow was Jinghua Pharmaceutical Group Co.Ltd(002349) , with a net inflow of 139 million yuan on the third day. Data show that the stock rose 5.97% during the day and 28.23% in the past three days. Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, the top net inflow of funds, bought 130 million yuan in three days. A total of 25 shares were involved in the institutional participation in the dragon and tiger list, of which 15 shares were net bought by the institution, and Zhejiang Construction Investment Group Co.Ltd(002761) was the most bought, amounting to 958592 million yuan. In addition, 10 shares were net sold by institutions, and Tianjin Tianbao Infrastructure Co.Ltd(000965) was sold the most, amounting to 109 million yuan.
margin trading : as of March 22, the balance of Shanghai and Shenzhen stock markets was 1684895 billion yuan, a decrease of 188 million yuan compared with the previous trading day.
Among them, the financing balance was 1591.7 billion yuan, an increase of 232 million yuan over the previous trading day; The balance of securities lending was 93.195 billion yuan, a decrease of 420 million yuan compared with the previous trading day.
Shibor : Shibor reported 2.0030% overnight, up 5.7 basis points; Shibor reported 2.0740% in seven days, up 0.1 basis points; Three month Shibor reported 2.3680%, down 0.1 basis points
foreign exchange
On March 23, the central parity rate of RMB was reported at 6.3558, up 106 points, and the central parity rate of the previous trading day was reported at 6.3664 The onshore RMB closed at 6.3742 against the US dollar at 16:30 on March 23, down 142 points from the previous trading day
property market observation
first finance and Economics: on March 23, according to the website of Harbin Municipal People’s government, in view of the fact that the notice of the general office of Harbin Municipal People’s Government on Further Strengthening the regulation and control of the real estate market has completed its phased regulation and control mission, it is proposed to be abolished. According to public data, the above notice was issued in 2018, and the highlight of the policy at that time was the introduction of the “regional sales restriction policy”, that is, the authority to cancel the filing information cancellation of the construction unit’s online signing contract in zone 6 of the main urban area. Those who newly purchased commercial housing can be listed and traded after three years from the date of signing the online signing contract of commercial housing. [details]
Beijing News: “after the Spring Festival this year, the transaction heat of second-hand houses in the core area of Tongzhou Canal in Beijing has rebounded, and the overall transaction price has risen steadily.” Chen Liang (a pseudonym), an intermediary by the Beiyun River in Tongzhou, Beijing, told reporters that he and his colleagues used to worry that no one bought a house, but now they are worried that they can’t find a good house. In recent days, the reporter conducted a field visit to the local second-hand housing market and found that the bargaining space of second-hand housing in many communities has shrunk and the transaction heat has picked up. [details]
International Information
CCTV news client: the innovation center of the bank for International Settlements (BIS), composed of the Reserve Bank of South Africa (SARB), the Reserve Bank of Australia, the Central Bank of Malaysia and the monetary authority of Singapore, announced the completion of a common platform system prototype. The platform system, known as the “Dunbar project”, supports the use of multiple central bank digital currencies (CBDC) for international settlement. This has the potential to reduce reliance on intermediaries and correspondingly reduce the cost and time required to process cross-border transactions. [details]
on the news: since this year, the tolls of the Suez Canal, the world’s major maritime route, have been raised many times. On the 22nd, the Suez Canal Authority of Egypt announced that it would adjust the previous round of price increase, and the new round of pricing would take effect from May 1. The “tolls” of ships such as oil tankers will be more expensive, or have an impact on the global trade situation. However, the authority said that this was only a temporary move and may be adjusted according to the changes of global shipping conditions in the future. [details]
futures market
China Futures: China Commodity Futures mostly closed up, with palm up nearly 4%, apple, soda ash, pulp and power coal up more than 3%, stainless steel and Shanghai nickel up more than 2%, and fuel oil, soybean meal, thread and rapeseed meal up more than 1%. Urea fell more than 2%, red dates, manganese silicon, pigs and coking coal fell more than 1%.
International Futures: international crude oil futures settlement price rose about 5%, WTI may crude oil futures settlement price rose $5.24, or 4.78%, to $114.93/barrel. The settlement price of Brent crude oil futures in May closed up $6.12, or 5.30%, to $121.60/barrel. The settlement price of Comex gold futures in April closed up 0.8% to US $193730 / ounce, a new closing high in the last month or so
overseas index
U.S. stock market: the three major U.S. stock indexes closed down more than 1%. The Dow fell 1.29%, the S & P 500 fell 1.23% and the NASDAQ fell 1.32%. Popular Chinese concept stocks rose, iqiyi rose about 12%, BiliBili and Tencent music rose more than 5%, pinduoduo rose nearly 4%, and Alibaba rose about 2%.
European stock market: major European stock indexes closed down, with Germany’s DAX index down 1.31%, France’s CAC40 index down 1.17%, Britain’s FTSE 100 index down 0.22% and Italy’s FTSE MIB index down 0.96%.
Asia Pacific Stock Market: Nikkei 225 index closed up 802.39 points, or 2.95%, at 280265 points. South Korea’s Kospi index closed up 25.05 points, or 0.92%, at 273505.
