Affected by the sharp drop in the US stock market overnight, in early trading today, A-Shares opened low and went low, led by the gem and the science and innovation board.
On the disk, energy stocks strengthened across the board again. Coal, oil, gas supply and heating, combustible ice and other sectors were active against the trend, while gallium nitride, East digital West computing, semiconductor, culture, education and leisure and other sectors led the decline. The net outflow of funds from Beishang was 1.485 billion yuan.
energy stocks changed collectively again
local time on the 23rd, Russian President Vladimir Putin announced that Russia would use rubles for settlement when supplying natural gas to unfriendly countries
Putin said, “when we supply goods to countries such as the European Union and the United States, it makes no sense for Russia to settle in euros, US dollars and other foreign currencies. Therefore, I decided to implement a series of measures for payment conversion in the shortest time. First, starting from the supply of natural gas, we will settle with the so-called unfriendly countries in russian rubles.”
The Council of the Russian Federation (upper house of parliament) expressed support for the decision. Putin asked the Russian Central Bank and government to formulate relevant norms for ruble settlement with European countries within a week, and said it would continue to supply natural gas to Europe according to the contract.
Only rubles can be used to pay, which is bound to affect the transaction of imported natural gas in Europe. Under the fear of declining supply, European natural gas once soared by more than 36%. International crude oil prices also rose sharply. The settlement price of WTI may crude oil futures rose 4.78% to US $114.93/barrel. The settlement price of Brent crude oil futures in May rose 5.30% to US $121.60/barrel.
Today, the main contract of China’s liquefied gas futures opened higher and went higher, once rising by more than 5%; The main contracts of crude oil and low sulfur oil futures rose by more than 6%, the main contracts of fuel oil soared by more than 8% and asphalt also rose by nearly 5%; Major energy contracts such as thermal coal, coking coal and coke also rose.
driven by the collective rise in energy prices, energy stocks also rose against the trend in early trading coal sector once soared by more than 3%, with Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) and other sectors leading the rise; The oil sector also rose by more than 1%, and both barrels of oil were red against the trend; The gas supply and heat supply sector once rose rapidly in a straight line, and Shuifa Energas Gas Co.Ltd(603318) and other limits rose.
In order to cope with the risk of large fluctuations in traditional petrochemical energy, countries have accelerated the construction of new energy. Recently, China has launched a heavy policy to promote the development of hydrogen energy. According to the prediction of China hydrogen energy alliance, under the “carbon neutralization” scenario in 2060, China’s annual demand for hydrogen will increase to about 130 million tons. As a key link in the development and utilization of hydrogen energy, China’s hydrogen stations have entered a stage of rapid development and are expected to reach a market scale of 100 billion by 2050. Large scale and equipment localization can promote the cost reduction of hydrogen stations.
hydrogen energy sector has also been active in recent days. Recently, it once rose by more than 1% in the morning trading, and Guangdong No.2 Hydropower Engineering Company Ltd(002060) rose sharply for the fourth consecutive day. The stock price is close to the historical highest point created in 2015 (restoration of rights), Beijing Jingcheng Machinery Electric Company Limited(600860) rose for three consecutive days, and Ningxia Younglight Chemicals Co.Ltd(000635) and others also rose strongly
Everbright Securities Company Limited(601788) said that hydrogen energy, as a green energy with clean and low carbon, high calorific value, diverse sources and flexible storage and transportation, is known as the “ultimate energy” in the 21st century. The development of hydrogen energy industry is the only way for China to achieve the “double carbon” goal. The state has a positive attitude towards the development of hydrogen energy. Since 2021, hydrogen energy related support policies have been issued frequently, and the industry is expected to usher in a high boom and growth under the catalysis of policies. According to the calculation of the market scale of hydrogen energy supply end, by 2050, the market scale of China’s hydrogen energy supply end will reach 1302.7 billion yuan, the market scale of hydrogen production end will be considerable, and the development of hydrogen energy industry will usher in new opportunities.
real estate sector is now divided
After rising for six days in a row, the real estate sector showed differentiation today. The sector index opened low and went high, with a slight shock around yesterday’s closing point. There were serious differences among individual stocks. On the one hand, Tianjin Tianbao Infrastructure Co.Ltd(000965) rose the limit for seven consecutive times, and the share price hit a new high in the past four years (restoration of rights) Yango Group Co.Ltd(000671) also raised the limit for the sixth consecutive day, Citychamp Dartong Co.Ltd(600067) , Cinda Real Estate Co.Ltd(600657) and others rose the limit for three consecutive days, and Tianjin Hi-Tech Development Co.Ltd(600082) and others also closed the sector strongly. On the other hand, Sundy Land Investment Co.Ltd(600077) which had been up for seven consecutive days before fell the limit yesterday and fell again at the opening today, Suzhou New District Hi-Tech Industrial Co.Ltd(600736) , Guangzhou Pearl River Industrial Development Co.Ltd(600684) and others also fell sharply
According to the latest industry news, according to the news on March 23 on the website of Harbin Municipal People’s government, with the consent of the municipal government, given 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. Previously, Harbin implemented a regional sales restriction policy, which stipulates that within the scope of zone 6 of the main urban area, the authority to cancel the filing information of the online signing contract of the construction unit shall be cancelled, and those newly purchased commercial housing can be listed and traded for three years from the date of signing the online signing contract of commercial housing.
According to the data of the National Bureau of statistics, in February 2022, the sales price index of new commercial housing in Harbin decreased by 0.9% month on month and 3.8% year-on-year. The sales price index of second-hand houses in Harbin decreased by 1% month on month and 3.4% year-on-year.
Although the regulation and control policies of the real estate market tend to be gradually relaxed, the debt of real estate enterprises is heavy, and the debt repayment pressure is huge under the background of weak market. This also led to differences in the market’s views on the real estate market.
Sinolink Securities Co.Ltd(600109) said that since March this year, loose policies on real estate regulation and control have been frequent, and provincial capital cities and other key cities have tried their best to rescue the market. It is expected that a wide range of demand side easing policies will be gradually introduced, some first and second tier cities will take the lead in stabilizing, driving the fourth and fifth tier cities to build a bottom, and the valuation of real estate enterprises is expected to be repaired.
China Securities Co.Ltd(601066) also believes that the central economic work conference has set a warm tone for macroeconomic and real estate policies, and real estate has been placed in an important position of unblocking the national economic cycle. In the medium and long term, the initial clearing of industrial capacity and the establishment of a long-term mechanism of the real estate market will help the industry resources to further gather to high-quality enterprises.
Zhongyuan Real Estate pointed out that various loose expectations of real estate have occurred frequently recently, but there are not many substantive favorable policies. In the current five-year period, the market can expect the downward adjustment of the down payment policy, but the overall impact of the market may not appear in the recent five-year period.
