Russia and Ukraine peace talks first saw the dawn. On the 30 day, A shares also changed to the previous decline. They rose again under the impetus of real estate, securities, Baijiu and new energy. Coal and chemical fertilizer, which had risen sharply and continuously in the resource sector, have been callback one after another.
Let’s first take a look at the latest situation of the Russian Ukrainian war, which has the greatest impact on the global market economy.
White House: Biden will prepare for direct talks with Putin
On March 29 local time, the White House said that US President Biden would make preparations for direct talks with Russian President Vladimir Putin, but the premise of the talks was that Russia could guarantee some conditions proposed by the US side.
Zelinski: see “positive signals”, but will not “reduce defense efforts”
According to Agence France Presse, for the new round of Russia Ukraine face-to-face negotiations held in Turkey on the 29th, Ukrainian President Zelensky released a video speech on the same day, saying that he saw the “positive signal” released therein, but Kiev would not “reduce defense efforts” for this purpose.
“We can say that the signals we heard from the negotiations were positive, but they did not overshadow the sound of explosions or Russian shells,” Zelensky said.
Zeliansky also expressed “doubt” about Moscow’s plan to reduce military operations, saying: “we will not reduce our defense efforts.”
director of the office of the president of Ukraine: need more heavy weapons
On March 30 local time, yermak, director of the office of the president of Ukraine, said that to win, we need not only the fighting spirit, but also useful weapons, including heavy weapons, artillery, air defense and anti-ship missiles. Of course, Ukraine will not give up using diplomatic means to end the war.
Ukrainian President Zelensky earlier called on NATO to provide Ukraine with 1% of its aircraft and tanks, as well as salvo rocket systems, anti-ship weapons and air defense systems.
bull market flag bearer set force
Popular lithium is back
After this year’s decline, today’s rise is precious.
In the morning trading on March 30, the stock indexes of the two cities rose across the board in the morning trading, and the popular tracks recovered one after another. The northbound funds bought a net 6.5 billion yuan unilaterally, Contemporary Amperex Technology Co.Limited(300750) rose by more than 5%, boosting the gem index. The Shanghai Composite Index rose 1.29% in midday trading and the gem index rose 2.89%. The net purchase of northbound funds is about 6.5 billion yuan.
On the disk, real estate stocks broke out in an all-round way, more than 20 stocks such as Greenland Holdings Corporation Limited(600606) , Cinda Real Estate Co.Ltd(600657) and China Vanke Co.Ltd(000002) , Seazen Holdings Co.Ltd(601155) rose one after another.
It is worth noting that the brokerage sector, known as the “flag bearer of the bull market”, rose again near midday, Boc International (China) Co.Ltd(601696) on the board, Gf Securities Co.Ltd(000776) , China stock market news and so on.
Lithium battery, photovoltaic and rare earth are generally well built, and Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) , Ganfeng Lithium Co.Ltd(002460) are full of power.
Even the Baijiu sector has increased by 1.53%, Anhui Gujing Distillery Company Limited(000596) business exceeds 6%, Wuliangye Yibin Co.Ltd(000858) and Kweichow Moutai Co.Ltd(600519) have also risen by over 2%.
The Mao index rose 3.1% Imeik Technology Development Co.Ltd(300896) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Topchoice Medical Co.Inc(600763) , etc.
At the same time, the coal, oil and gas and phosphorus chemical sectors adjusted, and Yankuang energy, which hit a new high last day, fell more than 7% today.
Kirin battery will be released soon
Contemporary Amperex Technology Co.Limited(300750) rose by more than 5%
In early trading on the 30th, the lithium battery sector rose, led by Kirin battery concept stocks, Guizhou Redstar Developing Co.Ltd(600367) , Xiangtan Electrochemical Scientific Co.Ltd(002125) both rose by the limit.
Contemporary Amperex Technology Co.Limited(300750) soared by nearly 5%, rising by nearly 60 billion in half a day.
Sinosteel New Materials Co.Ltd(002057) , Shenzhen Dynanonic Co.Ltd(300769) , Yunnan Energy New Material Co.Ltd(002812) , Shenzhen Senior Technology Material Co.Ltd(300568) , etc.
Since this year, the price of lithium salt products has been rising, especially the price of lithium carbonate, which has soared from 250000 yuan / ton at the beginning of the year to 500000 yuan / ton. Lithium giants are also making a lot of money Sichuan Yahua Industrial Group Co.Ltd(002497) forecast that the net profit attributable to the parent company in the first quarter of this year was 900 million yuan to 1.2 billion yuan, with a year-on-year increase of more than 12 times.
For enterprises engaged in R & D, production and sales of lithium-ion power batteries and vehicle battery systems for new energy vehicles, they are facing the pressure of rising raw material prices.
For example, the financial report of Farasis Energy (Gan Zhou) Co.Ltd(688567) 2021 showed that the revenue increased by 203.97% year-on-year to 3.403 billion yuan, but the net loss expanded to 974 million yuan Farasis Energy (Gan Zhou) Co.Ltd(688567) said that the loss was due to the rise in the price of raw materials. Due to the lag in price adjustment, the product price failed to rise in time with the rising trend of power battery material price during the year. However, at present, the selling price of most customers’ products has been adjusted.
In addition to price adjustment, major battery giants are studying power batteries in new directions. Recently, Wu Kai, chief scientist of Contemporary Amperex Technology Co.Limited(300750) said at the forum of China electric vehicle hundred people’s Congress that catl has launched the third generation CTP technology through continuous technical iteration, which is internally called “Kirin battery”, and its system weight, energy density and bulk energy density continue to lead the highest level in the industry
Under the same chemical system and the same battery pack size, the power of Kirin battery pack can be increased by 13% compared with Musk’s 4680 system.
Contemporary Amperex Technology Co.Limited(300750) will release the news of “Kirin battery” in April this year, which aroused market attention, and related concept stocks rose sharply this morning.
Some investors asked relevant companies questions on the interactive platform, Jiangsu Guotai International Group Co.Ltd(002091) said that the lithium-ion battery electrolyte produced by the company is suitable for Kirin battery.
Tongguan copper foil said that Contemporary Amperex Technology Co.Limited(300750) is one of the company’s main customers.
Guangdong Hoshion Aluminium Co.Ltd(002824) said that the company maintained in-depth cooperation with end customers, and CTP technology always followed the latest technical route. However, the company was inconvenient to disclose the technical problems of specific customers because it had signed a confidentiality agreement with customers.
On the other side of the world, Tesla is also constantly exploring new directions for power batteries. Recently, musk announced that Tesla saw the potential of manganese based cathode in battery chemistry.
Citic Securities Company Limited(600030) research report points out that the permeability improvement of new manganese based cathode materials is expected to increase the amount of manganese used in lithium battery industry by more than 10 times from 2021 to 2035, but the dominant position of manganese used in steel is difficult to change. The “dual pattern” of manganese industry makes it easy to have a structural shortage of manganese raw materials for batteries. The cathode enterprises that take the lead in the R & D and production of new manganese based materials and the manufacturers of manganese products extending to downstream battery materials are expected to benefit.
It covers the manganese industry for the first time and gives a “neutral” rating. It is recommended to pay attention to Shenzhen Dynanonic Co.Ltd(300769) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Guizhou Redstar Developing Co.Ltd(600367) and Xiangtan Electrochemical Scientific Co.Ltd(002125) .
Fuzhou can buy a house without a registered residence in .
real estate large area limit
On the morning of the 30th, the real estate development sector saw another rise in the limit, Tianjin Tianbao Infrastructure Co.Ltd(000965) 14 day 11 board, Cccg Real Estate Corporation Limited(000736) 6 day 5 board, Cinda Real Estate Co.Ltd(600657) 7 day 5 board, 6 Shanxi Taigang Stainless Steel Co.Ltd(000825) board, and more than 20 stocks in the sector rose in the limit.
In addition to the large-scale rise of real estate developers, real estate services, cement and building materials and other related industries have also surged.
On the news side, Fuzhou’s purchase restriction policy was liberalized to a certain extent on March 30, and received the relevant notice from the Municipal Housing Administration on March 18.
Fuzhou Real Estate Trading Center said that it will purchase houses for non five registered residence households (including Hong Kong, Macau and Taiwan) in five cities in Fuzhou, and it will be able to purchase a set of common housing in 144 districts of Fuzhou city after the purchase of medical social security or tax certificate in 12 years.
Registered residence in Changle registered in Fuzhou. The two registered residence in Changle may be purchased by the buyers who have registered residence in the city.
Previously, Fuzhou has lowered the down payment ratio of housing provident fund loans. Since February 1, Fuzhou has applied for a pure housing provident fund loan for the second time, and the proportion of down payment has been adjusted from 50% to 40%. For those who apply for housing provident fund loans for the first time, the down payment ratio is 30%.
rare
this A-share plunged more than 72% at the opening
In early trading on the 30th, Xinyi, the first A-share that was forced to be delisted in 2022, plunged nearly 72% at the opening, down 69.9% to RMB 0.31 as of press time, with a total market value of RMB 462 million.
The data at the end of the third quarter of last year showed that 24100 shareholders of Xinyi delisted. If they hold wires and have not sold them, they will directly encounter “knee chopping”.
Recently, the Shanghai Stock Exchange decided to terminate the listing of Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) 35 \ operating income and other situations have led to the fact that the financial indicators from 2018 to 2020 have touched the relevant delisting regulations, and Shanghai Stock Exchange decided to terminate the listing of the company’s shares Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) will enter the delisting consolidation period from March 30. During the delisting consolidation period, the abbreviation of Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) securities will be changed to “delisting new billion”. This is also the first compulsory delisting company of A-Shares in 2022.
During the period of delisting and consolidation, the company’s shares will be traded on Shanghai Stock Exchange risk warning board. There is no price limit on the first trading day, and the daily price limit is 10% thereafter on the first trading day of the company’s shares, the intraday trading price rose or fell by 30% or 60% compared with the opening price of the day for the first time, and the intraday temporary suspension will be implemented. The duration of a single intraday temporary suspension is 10 minutes. If the suspension time exceeds 14:57, the trading will be resumed at 14:57 on the same day. During the intraday temporary suspension, the declaration can be continued or revoked. During the resumption, the accepted declaration will be matched by call auction.
Within five trading days after the expiration of the delisting consolidation period, the Shanghai Stock Exchange will delist the company’s shares and terminate the listing of the company’s shares.
Shanghai Bulletin: 5131 cases asymptomatic
are found in closed-loop isolation control
At 10:00 a.m. on March 30, a press conference on epidemic prevention and control was held in Shanghai. Wu Qianyu, a first-class inspector of the Municipal Health Commission, Jin Chen, deputy director of the municipal housing and Urban Rural Construction Management Commission, Ren juping, a second-class inspector of the municipal ecological environment bureau, Wu Huanyu, deputy director of the municipal CDC, and Wu Yingen, a lifelong professor of Longhua Hospital Affiliated to Shanghai University of traditional Chinese medicine, introduced the latest situation of epidemic prevention and control in Shanghai.
After Shanghai entered a new round of nucleic acid screening, how is the nucleic acid screening progress in the sealed area in the past two days?
Wu Qianyu, a first-class inspector of the Municipal Health Commission, reported that on March 29, 326 locally confirmed cases of covid-19 pneumonia and 5656 locally asymptomatic infections were added in Shanghai. Among the 326 confirmed cases, 17 cases were found in closed-loop isolation and control, 291 cases were found in nucleic acid screening of relevant risk groups, and 18 cases were asymptomatic infections Among 5656 asymptomatic infections, 5131 cases were found in closed-loop isolation and control, and 525 cases were found in nucleic acid screening of relevant risk groups
Wu Qianyu said that since 5:00 on March 28, Shanghai has sealed and controlled the areas east and south of the Huangpu River and adjacent areas to carry out nucleic acid screening. During this period, we organized about 17000 sampling personnel and set up 6300 temporary sampling points to carry out detection all day.
up to now, a total of 9.1 million people have been tested for nucleic acid in Pudong, Punan and adjacent areas, and antigen screening has been carried out in non key areas in Puxi. A total of 10.87 million people have been screened, and a certain number of people with abnormal test results have been found , which has played an important role in cutting off the spread of virus as soon as possible and curbing the spread of the epidemic.
today, the second nucleic acid screening will be implemented in the East, South and adjacent areas of Huangpu River, please continue to cooperate with the screening, and ensure that the screening is conducted in batches, orderly, keep a distance, wear masks and do not gather according to the organization and arrangement of community workers.
why is the proportion of infected people found in the risk population higher in the case notification? What is the reason
In this regard, Wu Huanyu explained that the first is related to the characteristics of virus transmission. The variant strain of Omicron is highly infectious, fast in transmission and strong in concealment. The positive infected persons recently reported in this city are mainly Omicron variant strain and Omicron strain ba The transmission rate of 1 was more than 70% higher than that of delta virus, while ba 2 is better than ba 1. The propagation speed is more than 60% higher.
“When we carried out the investigation and disposal of confirmed cases and asymptomatic infected persons, we expanded the screening scope of risk groups and found more positive infected persons in such groups.” Wu Huanyu said.
Wu Huanyu said that in addition, through block and grid screening, it was found that the epidemic situation in the city was characterized by the coexistence of regional aggregation and distribution in the city. Most of the infected people were asymptomatic infected people or mild cases.
Therefore, screening was further strengthened for the transmission chain of aggregated epidemics, key places and key occupational groups, which also increased the proportion of detection among risk groups.
How is the application of traditional Chinese medicine in the treatment of infection in Shanghai? As a traditional Chinese medicine expert, what are the health protection tips for citizens under the current epidemic prevention situation, and what are the suitable prescriptions or proprietary Chinese medicine recommended for prevention
In this regard, Wu Yingen said that according to the clinical manifestations and treatment experience, Shanghai Traditional Chinese medicine experts concluded that the infection of covid-19 pneumonia variant strain belongs to damp toxin disease, which is a disease with damp and toxin as the main cause. The main treatment method is to detoxify heat toxin, remove damp toxin and remove blood stasis toxin. In the previous stage of treatment, it was found that after the use of traditional Chinese medicine, the time of nucleic acid negative conversion of patients can be shortened, Symptom control time, such as fever, can also be shortened than those without traditional Chinese medicine, and other symptoms and state adjustment are also better.
Traditional Chinese medicine has made many achievements in the treatment of covid-19 pneumonia.
At present, according to the ninth edition of diagnosis and treatment plan and regional characteristics released by the state, Shanghai has rapidly promoted and carried out treatment in designated hospitals, and achieved good results.
Wu Yingen said that as for Lbx Pharmacy Chain Joint Stock Company(603883) self-protection or self conditioning with traditional Chinese medicine, three principles are suggested: “strengthening the spleen, removing dampness and clearing away heat”. The prescriptions composed of the three principles may be different from those prescribed by doctors, but they are all OK. There are several suggestions:
“For mild patients or asymptomatic patients, Lianhua Qingwen capsule can be selected. We all know this drug. New experiments have proved that it has a good inhibitory effect on Omicron virus and also has an effect on Omicron induced cell damage. It is for your reference, but I don’t advocate everyone to take it, because it is a drug and has side effects.” He said.
Wu Yingen also said that it is very hard for people in the hospital or in contact with patients. Many units have used some methods to prevent it, because he himself has formulated the “longyi Zhengqi formula” composed of five medicines in Longhua Hospital, which has been used for a stage in the hospital.
Wu Yingen further said that the medicine composed of is relatively simple. It is composed of five medicines: honeysuckle, forsythia, patchouli, Atractylodes macrocephala and licorice, and there are no side effects for the prescriptions you want to take, the first one is that there should be no side effects. Everyone can adapt and have therapeutic and preventive effects. You are more welcome. If you want to obtain drugs in this regard, you can go to Longhua Hospital or Internet hospital to take them.
How do some elderly people or people with poor physique or basic diseases want to prevent?
It is suggested to find the doctor who treats you. You tell him that I hope to add a little adjuvant treatment in this regard. He will adjust your prescription appropriately, which is more reasonable.
Wu Yingen said that everyone has different diseases and different states. Traditional Chinese medicine advocates individual treatment. This kind of prevention can be handled by a doctor.
“If you don’t want to find a doctor to deal with it, you can use some medicine yourself. Yupingfeng powder or Buzhong Yiqi Decoction, which is often used in traditional Chinese medicine, can also be used for Qi deficiency, Qi tonifying and traditional medicine that can treat colds. Some people say that my physique is not necessarily Qi deficiency, and I may have Yin deficiency and dry mouth. According to your performance at that time, you can also take some food or make tea.” Wu Yingen said.
Wu Yingen stressed that in the prevention and treatment of covid-19 pneumonia with traditional Chinese medicine, you usually adjust according to your own state and your own traditional Chinese medicine knowledge, but if you have symptoms and are uncomfortable, you still need to consult a professional doctor.
