Recently, the current situation has changed so fast that people are dazzled!
According to the global times, Biden is abandoning his major commitment of "not being the first to use nuclear weapons". Several media reported that US President Biden is abandoning his campaign oath to "change the long-standing nuclear strategy of the United States" and accepting the existing policy, that is, to retain the right of the United States to use nuclear weapons first in the case of "serious non nuclear strategic attack". At the time of the conflict between Russia and Ukraine, Biden was under pressure from NATO allies to ask the United States not to give up the right to use nuclear weapons to deter conventional attacks.
On the other hand, a news conference was meaningful. According to US media reports, at a news conference recently, white house security assistant Sullivan faced reporters to reposition the United States in the situation between Russia and Ukraine. Sullivan said that the United States did not play the role of mediator. Subsequently, Sullivan said that Washington's attitude was that Kiev should make its own decisions in the process of the negotiations. So does this mean that Ukraine is abandoned? Can the situation in Russia and Ukraine turn for the better?
From the perspective of the market, there are three main things affecting a shares: the first is the situation in Russia and Ukraine, the second is the impact of U.S. regulation on Chinese stocks, and the third is the epidemic in China. This weekend, it is still difficult for us to see the change of the situation in Russia and Ukraine. At the epidemic level, Shenzhen has basically cleared, but Shanghai is still continuing; However, there are still four major advantages at the market level: first, according to the China Securities News, the regulatory authorities of China and the United States are fully aware of each other's concerns and are moving towards each other, trying to find solutions to problems, so as to achieve effective and sustainable cooperation as soon as possible; Secondly, the news that Contemporary Amperex Technology Co.Limited(300750) 1000 km battery life will be mass produced in 2023 also came out; Third, there are two major advantages in real estate again; Fourth, traditional Chinese medicine shows its strength in the fight against the epidemic. At the same time, the market also has expectations for the 14th five year plan of traditional Chinese medicine.
Biden is abandoning major commitments
According to the global times, the Daily Mail said on the 26th that according to several media reports, US President Biden is abandoning his campaign pledge to "change the long-standing nuclear strategy of the United States" and accepting the existing policy, that is, to retain the right of the United States to use nuclear weapons first in the case of "serious non nuclear strategic attack".
The report said that at the time of the conflict between Russia and Ukraine, Biden was under pressure from NATO allies to ask the United States not to give up the right to use nuclear weapons to deter conventional attacks. Since the cold war, U.S. policy has allowed the first use of nuclear weapons in "extreme circumstances", such as in response to the invasion of conventional forces or chemical and biological attacks during the presidential campaign in 2020, Biden promised to promote a policy that the sole purpose of the U.S. nuclear arsenal would be to prevent or retaliate against the enemy's nuclear attack
However, Biden's "only purpose" principle has raised concerns among allies from Europe to Japan that a change in the US posture will boost the morale of its opponents. Considering Russia's latest move towards Ukraine, NATO is particularly worried that the change of U.S. policy will encourage Russia to launch new conventional attacks or use chemical weapons, because they know that the United States cannot make a nuclear response.
This corresponds to another piece of news: the Japan Broadcasting Association (NHK) reported on March 27 that Japanese Prime Minister Fumio Kishida held talks with U.S. ambassador to Japan Emanuel in Hiroshima on March 26. In view of the situation in Ukraine, Kishida said that in order to achieve a world without nuclear weapons, Japan and the United States would cooperate, and Emanuel also expressed his intention to deepen cooperation.
will there be a turnaround in the situation between Russia and Ukraine
At the level of the conflict between Russia and Ukraine, the White House also made a statement recently. According to US media reports quoted by the Straits express, at a news conference recently, white house security assistant Sullivan faced reporters to reposition the United States in the situation between Russia and Ukraine. Sullivan said that the United States did not play the role of mediator. Subsequently, Sullivan said that Washington's attitude was that Kiev should make its own decisions in the process of the negotiations. Sullivan's statement shows that when the conflict with Russia and Ukraine just broke out, the United States seems to be willing to advance and retreat together with Ukraine.
When the reporter asked further questions, Sullivan also explained the current position of the United States. The United States did not directly play any role of mediation or mediation. At the same time, Sullivan also said that the United States will continue to pay attention to how the situation develops. Sullivan's statement is obviously to get rid of the relationship with Ukraine, but recently Russian Foreign Minister Lavrov made it clear that Ukraine seems to be controlled by someone during the negotiations.
So does this mean that Ukraine is abandoned, or that the United States is unwilling to admit that it is influencing Ukraine's behavior? On the 27th local time, when talking about the Russian Ukrainian negotiations, Russian Foreign Ministry spokesman zaharova said that at present, the whole world is paying attention to the progress of the Russian Ukrainian negotiations. The negotiations are neither good nor bad, sometimes tense and sometimes relaxed. Earlier, mezinski, head of the Russian delegation to the Russian Ukrainian negotiations, said that at present, the positions of the two sides tend to be consistent on minor issues, but they still stand still on major issues.
From the war situation, according to chinanews.com, on the 27th local time, the Russian Ministry of Defense said that on the 26th, a large fuel base in Lvov City, Ukraine, was destroyed by high-precision weapons. Russian Defense Ministry spokesman Konashenkov said that the base provides fuel for the Ukrainian army in the western region of the country and near Kiev. In addition, Konashenkov also said that the Russian military destroyed the S-300 missile and "beech" missile warehouse near Kiev with high-precision long-range weapons.
a-share four positive issues
From the perspective of the market, CICC strategy said that it will pay attention to the potential turnaround in four aspects in the future: the clear situation in Russia and Ukraine and the easing of global inflationary pressure will bring about the marginal easing of "stagflation"; The "steady growth" policy continues to work, especially in real estate and other fields with more concerns at present; The local epidemic situation in China is further clarified; The marginal stability of China US relations and the relative clarity of China concept shares. At the weekend, the market also ushered in four good news.
first of all, according to the China Securities News, in response to the recent concerns of the market about the cooperation between China and the United States in auditing and supervision, an industry insider close to the regulatory authorities said that the regulatory authorities of China and the United States are fully aware of each other's concerns and are working towards each other to find solutions to the problems, so as to achieve effective and sustainable cooperation as soon as possible this is in the best interests of the capital markets of the two countries and global investors. It is reported that some China concept stock companies and investment institutions participated in a video exchange held by the CSRC on March 27. The meeting mainly listened to the opinions of market participants on the recent situation of China concept stock. The CSRC reminded that some media that do not grasp the actual situation recently have a lot of subjective conjectures about the details and trend of bilateral cooperation, which has caused unnecessary interference to market expectations. It is hoped that market participants will take the information publicly disclosed by the regulatory authorities of both sides as the standard and do not blindly follow the trend. Last Friday, due to a report on zhonggai shares, Hong Kong's Hang Seng technology index closed down by 5%, and A-Shares also plunged rapidly in the afternoon.
secondly, the real estate industry should welcome the good according to Hubei Daily, on March 25, it was learned that the housing loan interest rate in Wuhan will be reduced immediately, and the interest rate of the first house of the newly signed mortgage loan will be implemented according to LPR + 60BP (1bp is 0.01 percentage point, and the LPR over 5 years is 4.6%), i.e. 5.2% from March 25; The interest rate of the second house is implemented according to LPR + 80bp, i.e. 5.4%.
In addition, country garden obtained another bank credit line and signed a 40 billion strategic cooperation agreement with Guangdong Branch of Agricultural Bank of China. Real estate enterprises, the head of bank real gold and silver credit, sent a positive signal to the market. Recently, good news to maintain the stable development of the real estate market has emerged continuously, reversing the early pessimistic expectations to a certain extent.
third, the new energy industry has also ushered in good news again first of all, Wu Kai, chief scientist of Contemporary Amperex Technology Co.Limited(300750) said that after the mass production of Contemporary Amperex Technology Co.Limited(300750) non thermal diffusion 8-series battery in 2020, it will be called non fire battery, and the non thermal diffusion battery with a life of 1000km will be mass produced in 2023. Secondly, some media reported that relevant state departments are trying to solve the gap of arrears of renewable energy subsidies, involving hundreds of billions of yuan.
fourth, the pharmaceutical sector has been relatively hot recently, but there are still positive signs first of all, many countries around the world have started the fourth vaccination; Secondly, traditional Chinese medicine has played an important role in the fight against covid-19 pneumonia. Recently, traditional Chinese medicine has been widely used in the fight against epidemic disease in Shanghai, and the market also expects that the 14th five year plan of traditional Chinese medicine will be introduced in the near future.
