daily selection
Securities Times: the general office of the CPC Central Committee and the general office of the State Council issued the opinions on promoting the construction of social credit system and high-quality development and promoting the formation of a new development pattern. It is proposed to strengthen the integrity construction of the capital market. Further consolidate the foundation of the rule of law and integrity in the capital market, improve the integrity archives of the capital market, and enhance the awareness of credit and the spirit of contract. Compact the Information Disclosure Responsibilities of relevant subjects and improve market transparency. Establish a credit commitment system for administrative licensing in the capital market to improve handling efficiency. Urge intermediary service institutions to be diligent and conscientious and improve the professional ethics of employees. Strictly implement the compulsory delisting system and establish a virtuous circle mechanism for the survival of the fittest of listed companies. Strengthen the protection of investors’ rights and interests and create an honest and trustworthy financial ecological environment. [details]
interface news: according to the news on the website of the National Energy Administration on March 29, the National Energy Administration recently studied and formulated the guidance on energy work in 2022. It is proposed to vigorously develop wind power and photovoltaic. Increase efforts to plan and build a new energy supply and consumption system based on large-scale scenery base, supported by clean, efficient, advanced and energy-saving coal power around it, and supported by stable, safe and reliable UHV power transmission and transformation lines. Optimize the layout of offshore wind power, carry out far-reaching demonstration of offshore wind power construction, and steadily promote the construction of offshore wind power bases. Actively promote the construction of water scenery complementary base. Continue to implement the development and construction of roof distributed photovoltaic in the whole county, and strengthen the supervision of the implementation. According to local conditions, organize and carry out “wind control action in thousands of villages and townships” and “Sunshine Action for thousands of families”. [details]
China government website: the general office of the State Council issued the “14th five year plan” for the development of traditional Chinese medicine, which aims to significantly enhance the health service capacity of traditional Chinese medicine, further improve the high-quality development policies and systems of traditional Chinese medicine, achieve positive results in the revitalization and development of traditional Chinese medicine, and give full play to its unique advantages in the construction of a healthy China by 2025. [details]
first finance and Economics: Byd Company Limited(002594) the annual report of 2021 was released in the evening. The net profit in 2021 was 3.045 billion yuan, a year-on-year decrease of 28.08%, and the proposed 10 dividend was 1.95 yuan. [details]
macro economy
interface news: the Ministry of industry and information technology solicited public opinions on the guidelines for the construction of intelligent manufacturing standard system in petrochemical industry (version 2022) (Draft for comments). It is proposed that by 2025, a relatively perfect intelligent manufacturing standard system for the petrochemical industry will be established, and more than 30 key standards for the petrochemical industry will be prepared and revised, basically covering basic commonalities, key petrochemical data and model technologies, key Petrochemical application technologies and other standards; For petrochemical sub industries such as crude oil processing, priority should be given to formulating standards for the application of new generation information technology in special scenarios such as production, management and service, so as to promote the wide application of intelligent manufacturing standards in the petrochemical industry. [details]
Xinhuanetco.Ltd(603888) : the Agricultural Development Bank of China recently issued the implementation opinions on supporting the Rural Revitalization and high-quality development of Tibetan related counties in four provinces, which clearly further supports the Rural Revitalization of Tibetan related counties in Sichuan, Yunnan, Gansu and Qinghai. According to the opinions, on the basis of strict implementation of regulatory requirements and risk prevention and control, the agricultural development bank will give priority to meeting the needs of credit scale, set differentiated loan conditions, implement differentiated loan methods and loan term management, and continue to do a good job in reducing fees and transferring profits to relevant customers. [details]
financial Associated Press: the National Energy Administration issued the guiding opinions on promoting the high-quality development of energy in Tibet, which put forward the development goals for 2025 and 2035 in terms of the establishment of resource supply system, the construction of clean energy base, the improvement of energy infrastructure and the improvement of service support capacity, and deployed six key tasks. First, improve the resource supply system and improve the local energy security capacity; Second, strengthen the coordinated development of multi energy and accelerate the construction of clean energy base; Third, promote scientific and technological innovation and demonstration application, and promote the transformation and upgrading of energy consumption; Fourth, strengthen the guarantee of energy use in remote areas and improve the conditions for people’s livelihood; Fifth, innovate energy management and services and implement supporting policies; Sixth, improve the mechanism of energy assistance to Tibet and strengthen precision assistance and technical support. [details]
national development and Reform Commission: since October last year, the national development and Reform Commission has carried out evaluation and compliance review on coal price index behavior of 15 market entities in accordance with the measures for the administration of price index behavior of important goods and services (for Trial Implementation) and the operation guide for evaluation and compliance review of price index behavior (for Trial Implementation), and the evaluation has been completed. Next, the development and Reform Commission will urge relevant market entities to rectify and realize standardized operation as soon as possible in accordance with relevant regulations. At the same time, it is suggested that other market entities compiling and publishing price indexes should carefully compare with the requirements of the measures and the operation guide, immediately check and correct themselves and standardize their behavior. The national development and Reform Commission will conduct evaluation and compliance review on price index behaviors of other important commodities and services in due time to promote the standardized operation of price index market. [details]
industry trends
interface news: according to the import and export data of national customs automobile commodities compiled by China Automobile Industry Association, from January to February 2022, the cumulative import and export volume of national automobile commodities was US $39.62 billion, a year-on-year increase of 15.4%. Among them, the import amount was US $15.61 billion, a year-on-year decrease of 1.0%; The export value was US $24.01 billion, a year-on-year increase of 29.5%. [details]
surging news: 29 months on 3, Guangdong drug exchange center issued a notice on adjusting the price of New Coronavirus (2019-nCoV) test reagent alliance regional group purchase quantity of selected varieties. The notice said that a few days ago, there were 3 “New Coronavirus (2019-nCoV) test reagent alliance regional group purchasing quantity” (procurement document number: GDYJHCDL202102). [details]
Xinhuanetco.Ltd(603888) : Inner Mongolia Autonomous Region has recently issued measures to give corresponding financial subsidies and support from large-scale dairy farming, fresh milk powder spraying, high-quality dairy cultivation, dairy disease prevention and control, and the construction of dairy innovation platform, so as to further promote the revitalization of dairy industry. [details]
financial Associated Press: Ministry of industry and information technology data show that from January to February, China’s photovoltaic industry operated steadily and well, and the manufacturing industry maintained an overall growth trend.
According to the industry standard announcement, enterprise information and Industry Association estimates, the national output of crystalline silicon batteries exceeds 39gw. Affected by many factors, the prices of related products fluctuate upward. [details]
stock market focus
surging news: Duan Yongping bought some ” Kweichow Moutai Co.Ltd(600519) “. On March 29, Duan Yongping, a well-known investor known as “China Buffett”, said that he had recently bought some Kweichow Moutai Co.Ltd(600519) . But he also said that the reason for buying Maotai “has nothing to do with any news you see, not even the stock price, but there is just a little excess cash. I always feel that from the perspective of 10 years, holding Maotai is a little better than holding cash in the bank.” [details]
interface news: on March 28 local time, Nikkei Asia quoted insiders as saying that Apple plans to reduce iPhone se production by 20% in the next quarter, which is one of the signs of weakening consumer electronics demand caused by the recent international turmoil. For the above reports, both companies responded on the 29th Luxshare Precision Industry Co.Ltd(002475) said that “the acoustic wearable products of the company have maintained stable cooperation with customers. At present, the orders have increased as expected and landed normally. There is no such situation. Investors are requested to pay attention to screening the false information on the network.” [details]
Securities Times: the market predicted the improvement of the real estate industry in advance, which seems to predict that some high boom industries have ushered in a boom inflection point, resulting in the stagnation of the stock prices of some stocks with high growth in the first quarter. According to the statistics of data treasure, as of March 29, 115 companies have announced the performance forecast of the first quarter. In terms of the type of performance forecast, there are 96 pre increase companies and 4 pre profit companies, with a total proportion of 86.96% of the companies reporting good news; There are 8 and 2 companies whose performance is expected to decline and loss in advance respectively. [details]
financial Associated Press: after the closing of 29, the development of traditional Chinese medicine industry ushered in favorable policies. The general office of the State Council printed and distributed the “14th five year plan” for the development of traditional Chinese medicine, and made comprehensive arrangements for the work of traditional Chinese medicine during the “14th five year plan” period. It is worth mentioning that Huaan Securities Co.Ltd(600909) released a special research report on the development of traditional Chinese medicine from the perspective of the 14th five year plan on the 29th, pointing out that the traditional Chinese medicine industry has changed driven by the policy of the 14th five year plan, and it is suggested to focus on the investment opportunities related to the track, such as innovative traditional Chinese medicine, brand traditional Chinese medicine, traditional Chinese medicine services and traditional Chinese medicine formula particles. [details]
subscription of new shares: Ruide intelligent, Weijie Chuangxin and Haichuang pharmaceutical
new bond subscription: Mingxin convertible bond and Youfa convertible bond
IPO: Rendu biology
new bond listing: Tiandi convertible bond
company news
Wuliangye Yibin Co.Ltd(000858) : the company preliminarily considers that the amount of cash dividend in 2021 will not be less than 11.5 billion yuan
Lanzhou Huanghe Enterprise Co.Ltd(000929) : affected by the epidemic, the production and sales of Lanzhou fine wine, a subsidiary, basically stagnated
Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) : joint pre bid for 235 million yuan EPC project
China Citic Bank Corporation Limited(601998) : plans to issue financial bonds of no more than 60 billion yuan
Shanghai Milkground Food Tech Co.Ltd(600882) : estimated net profit in the first quarter increased by 72% – 134% year-on-year
Yangzhou Yangjie Electronic Technology Co.Ltd(300373) : estimated net profit in the first quarter increased by 50% – 80% year-on-year
New China Life Insurance Company Ltd(601336) : : the net profit in 2021 increased by 4.6% year-on-year, and it is proposed to send 14.4 yuan out of 10
Bank Of China Limited(601988) : : the annual net profit in 2021 was 216.56 billion yuan, with a year-on-year increase of 12.28%
Inner Mongoliayuan Xing Energy Company Limited(000683) : net profit in 2021 increased by 7171% year-on-year, and it is proposed to pay 1 yuan for 10
Shenghe Resources Holding Co.Ltd(600392) : first quarter net profit increased by 125.31% – 141.41% year on year
Goertek Inc(002241) : estimated net profit in the first quarter decreased by 0% – 10% year-on-year
Yango Group Co.Ltd(000671) : Taikang Life Insurance and several directors of the company jointly reduced 2.53% of the shares of the company
Kunwu Jiuding Investment Holdings Co.Ltd(600053) : planning major events stock suspension
Zhejiang Construction Investment Group Co.Ltd(002761) : plans to resolve the overdue problem of related receivables involving Evergrande
data list
Shanghai and Shenzhen Stock Markets: on March 29, the stock indexes of the two markets adjusted weakly, with individual stocks falling more and rising less. As of the close, the Shanghai index fell 0.33%, the Shenzhen composite index fell 0.46% and the gem index fell 0.06%. In terms of sectors, agriculture, forestry, animal husbandry and fishery sectors rose sharply against the market trend, Fujian Wanchen Biotechnology Co.Ltd(300972) , Dahu Aquaculture Co.Ltd(600257) and other stocks rose by the limit, and coal, medicine and covid-19 testing also strengthened; Phosphorus chemical rose sharply in the afternoon, and several stocks such as Anhui Liuguo Chemical Co.Ltd(600470) rose by the limit; Semiconductors, construction, etc. led the decline. About 3600 stocks in the two cities fell, and more than 60 stocks rose by 10%.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 1.12%, Hang Seng technology index closed up 2.52%. Internet Medical stocks led gains, with JD health up more than 17%, Alibaba health up more than 8% and ping an good doctor up more than 4%. Internet technology stocks rose, with JD up more than 6% and meituan up more than 5%. Rusal closed up more than 7%, and a new round of negotiations between Russia and Ukraine was held in Turkey today.
Shanghai Shenzhen Hong Kong stock connect: march 29, northbound funds sold a small net 328 million yuan throughout the day. At one time, it sold nearly 3 billion yuan, of which 89.88 million yuan was bought by Shanghai Stock connect and 418 million yuan was sold by Shenzhen Stock connect. Among the top ten traded stocks, Wuliangye Yibin Co.Ltd(000858) was the first with a net sale of 339 million yuan, S.F.Holding Co.Ltd(002352) with a net sale of 134 million yuan and Wuxi Apptec Co.Ltd(603259) with a net sale of 90 million yuan.
In terms of net purchases, Contemporary Amperex Technology Co.Limited(300750) received a substantial net purchase of 1.15 billion yuan, Wingtech Technology Co.Ltd(600745) , Luxshare Precision Industry Co.Ltd(002475) and Luxshare Precision Industry Co.Ltd(002475) received net purchases of 248 million yuan and 228 million yuan respectively.
dragon and tiger list: on March 29, the largest net capital inflow was Beijing Jingcheng Machinery Electric Company Limited(600860) , with a net inflow of 250 million yuan on the third day. Data show that the stock fell 5.32% during the day and 20.05% in the past three days. The Huatai Securities Co.Ltd(601688) headquarters with the highest net capital inflow bought 103 million yuan in three days; The net purchase of Shanghai Stock connect seats on the third day was 982862 million yuan. A total of 30 stocks were involved in the institutional participation in the dragon and tiger list, of which 10 were net bought by the institution, and Tech-Bank Food Co.Ltd(002124) was the most bought, with a total of 370 million yuan. In addition, 20 shares were net sold by institutions, and Cccg Real Estate Corporation Limited(000736) was sold the most, amounting to 58.709 million yuan.
margin trading : as of March 28, the balance of Shanghai and Shenzhen stock markets was 1677822 billion yuan, a decrease of 1.454 billion yuan compared with the previous trading day. Among them, the financing balance was 1585949 billion yuan, a decrease of 1.255 billion yuan compared with the previous trading day; The balance of securities lending was 91.873 billion yuan, a decrease of 199 million yuan compared with the previous trading day.
Shibor : Shibor reported 1.7270% overnight, down 21.9 basis points; Shibor reported 2.1450% in seven days, down 4.3 basis points; Three month Shibor reported 2.3720%, up 0.2 basis points
foreign exchange
On March 29, the central parity rate of RMB was reported at 6.364, up 92 points, and the central parity rate of the previous trading day was reported at 6.3732 The onshore RMB closed at 6.3722 against the US dollar at 16:30 on March 29, down 20 points from the previous trading day
property market observation
Beijing News: last week, cities with centralized land supply frequently launched the first batch of supply plots in 2022. While attracting real estate enterprises with high-quality plots, the bidding threshold is also declining. Compared with last year, the land supply price is obviously beneficial to real estate enterprises. In the view of insiders, under the background of continuous improvement of real estate regulation policies, the transaction confidence of the land market is also gradually established. However, from the transaction situation, the uneven differentiation of the market is obvious, and the investment enthusiasm of some private real estate enterprises needs a longer recovery period. [details]
Securities Times: on February 8, 2021, Shenzhen took the lead in establishing a reference price release mechanism for second-hand housing in China and released the reference prices of 3595 communities in the city. Over the past year, the expectation of the adjustment of the reference price of second-hand houses in Shenzhen has been heating up. The latest news pointed out that the Shenzhen Municipal Bureau of housing and urban rural development said that it would make corresponding adjustments to the price according to the regulation requirements and the market situation, which will be announced in the near future. [details]
International Information
interface news: in 2021, the Indian personal computer market increased by 45%, and the shipments of desktops, notebooks and tablets reached 18.6 million, a new high in recent ten years. Although the epidemic has largely affected business activities, it has also stimulated the demand for personal computers, especially for students and office workers who have been unable to return to schools and offices for a long time, the report said. [details]
surging news: Foreign Ministry spokesman Wang Wenbin presided over the regular press conference. A reporter asked that the US side said on Monday that it would investigate whether Chinese Cecep Solar Energy Co.Ltd(000591) component manufacturers evaded us Cecep Solar Energy Co.Ltd(000591) tariffs by operating in four other countries. What’s the spokesman’s comment? Wang Wenbin said that I don’t understand the specific situation you mentioned. What I want to emphasize is that the US side’s aggressive trade protectionism will interfere with and undermine the stability of the international industrial chain and supply chain and global cooperation in combating climate change. In the end, it will only eat itself and harm its own interests. We urge the US side to stop unreasonable crackdown on Chinese enterprises. China will take all necessary measures to safeguard the legitimate rights and interests of Chinese enterprises. [details]
futures market
China Futures: China Commodity Futures mostly closed down, with Shanghai nickel down more than 5%, crude oil down more than 4%, fuel oil down more than 3%, low sulfur fuel oil, power coal, soybean meal and methanol down more than 2%, PTA, Shanghai Bank, cotton yarn, Shanghai gold and LPG down more than 1%. Coke and coking coal rose by more than 3%.
International Futures: international crude oil futures settlement price fell by more than 1%. The settlement price of WTI may crude oil futures closed down US $1.72, or 1.62%, to US $104.24/barrel. The settlement price of Brent crude oil futures in May closed down US $2.25, or 2%, to US $110.23/barrel. COMEX April gold futures settlement price fell 1.4% to 1912.2 U.S. dollars / ounce. COMEX June gold futures settlement price fell 1.4% to $191800 / ounce
overseas index
U.S. stock market: the three major indexes of U.S. stocks closed higher, with the NASDAQ index up 1.84%, the S & P 500 index up 1.23% and the Dow index up 0.97%.
European stock market: European major stock indexes collectively closed higher, with Germany DAX30 index up 2.8%, UK FTSE 100 index up 0.84%, France CAC40 index up 3.08% and Europe Stoxx 50 index up 3%.
Asia Pacific Stock Market: Nikkei 225 index closed up 308.53 points, or 1.10%, at 2825242 points. South Korea’s Kospi index closed up 11.51 points, or 0.42%, at 274107.
