daily selection
Xinhua News Agency: the 7th issue of Qiushi magazine, which was published on April 1, will publish an important article of Xi Jinping the general secretary of the CPC Central Committee, the president of the state and the chairman of the Central Military Commission, Xi Jinping insisting on solving the “three rural” problems as the top priority of the work of the whole party, lifting the power of the whole Party and the whole society to promote rural revitalization. The article emphasizes that consolidating and expanding the achievements of poverty alleviation, comprehensively promoting rural revitalization and accelerating agricultural and rural modernization are a major issue related to the overall situation that needs the great attention of the whole party. The whole Party must fully understand the importance and urgency of doing a good job in the work of “agriculture, rural areas and farmers” in the new development stage, adhere to solving the problems of “agriculture, rural areas and farmers” as the top priority of the work of the whole party, use the strength of the whole Party and society to promote rural revitalization, and promote high-quality and efficient agriculture, rural livable and industrial, and farmers’ prosperity. [details]
national development and Reform Commission: according to the monitoring of the national development and Reform Commission, the price ratio of pig grain has been continuously lower than 5:1 recently, which is within the level-1 early warning range of excessive decline determined in the plan for improving the regulation mechanism of government pork reserves and ensuring supply and price stability in the pork market. The development and Reform Commission and relevant parties carried out the collection and storage of the third batch of central frozen pork reserves during the year. It is planned to collect and store 40000 tons of frozen pork on April 2 and 3. If the follow-up pig prices continue to operate at a low level, the state will continue to carry out the collection and storage work and promote the return of pig prices to a reasonable range as soon as possible. [details]
Beijing News: “I Maotai” app purchase results released on the first day of trial operation Kweichow Moutai Co.Ltd(600519) liquor (precious) 4599 yuan / bottle, 3526 bottles put in, 1402254 people applied for and 3526 people successfully applied for Kweichow Moutai Co.Ltd(600519) liquor (year of the tiger in renyin): 2499 yuan / bottle, 8934 bottles put in, 2205509 people applied for and 8934 people successfully applied for Kweichow Moutai Co.Ltd(600519) liquor (year of the tiger in renyin): 3599 yuan / box, 376 bottles put in, 1225451 people applied for it, and 376 people successfully applied for it; Maotai 1935, 1188 yuan per bottle, 13492 bottles put in, 1367000 people applied for, and 13492 people successfully applied for. [details]
macro economy
China Central Television: China’s refined oil price increases, and it will cost 4.5 yuan more to fill up a box of oil. According to the national development and Reform Commission, the details of this oil price adjustment are as follows: the prices of gasoline and diesel in China have increased by 110 yuan per ton. [details]
interface news: “Wen Sheng” WeChat official account, the Ministry of culture and tourism issued a notice on implementing the policy to promote tourism recovery and development. With the consent of the State Council, 14 departments including the national development and Reform Commission and the Ministry of culture and tourism jointly issued several policies on promoting the recovery and development of difficult industries in the service industry on February 18, 2022 to help difficult industries in the service industry tide over the difficulties and resume development, taking tourism as a key aid industry and giving strong policy support. In order to effectively promote the detailed implementation of several policies, enhance the sense of policy acquisition of tourism enterprises, and stabilize the basic situation of the recovery and development of the industry. [details]
interface news: on March 31, Dalian Public Security Bureau issued a notice on publicly soliciting opinions on the notice on fully liberalizing the settlement conditions (Exposure Draft). It is proposed that the parents, spouses and children of the household with registered residence in Dalian can settle down in this city. [details]
financial Associated Press: to support and encourage intelligent Internet connected passenger buses to carry out testing and demonstration applications in Beijing’s high-level automatic driving demonstration area, on March 31, Beijing’s high-level automatic driving demonstration area office officially issued the implementation rules for the management of road testing and demonstration applications of intelligent Internet connected passenger buses in Beijing’s intelligent Internet policy pilot area (for Trial Implementation), The detailed rules fill the regulatory gap of such intelligent connected vehicles and lay a solid foundation for the large-scale and commercial application of the new scenario of intelligent connected passenger buses. [details]
industry trends
China News Network: Tomb Sweeping Day holiday is approaching, ticket prices are down and fuel surcharges are up. This year is approaching the holiday node, and ticket prices of many popular routes have plunged sharply. According to qunar big data, as of March 30, the average payment price of economy class tickets booked from April 1 to April 6 was 546 yuan, down nearly 20% year-on-year, and the ticket price for Qingming holiday this year was the lowest in nearly three years. Although ticket prices have been falling all the way, the impact of rising oil prices has led to a rise in fuel surcharges on Chinese routes. The reporter learned from the same journey, where to go and other platforms that the platform has received a notice from Chinese airlines such as Hainan Airlines, China Eastern Airlines and grand Xinhua Airlines to adjust the charging standard of fuel surcharge from April 5, 2022 (inclusive). [details]
China Central Television finance and Economics: since October last year, the market price of rare earth products has continued to rise and remain high. In terms of functional materials, rare earth includes rare earth permanent magnet, rare earth polishing, rare earth hydrogen storage and rare earth catalysis. At present, the largest application field in the downstream demand is rare earth permanent magnet, and Nd-Fe-B permanent magnet material is the most widely used rare earth permanent magnet material at present. The reporter’s field survey found that the strong demand in the middle and lower reaches, especially in the new energy industry, is the main driving force of this round of rare earth price rise. A number of rare earth smelting separation and magnetic material production enterprises in Guangxi and Jiangxi told reporters that due to the strong demand in the field of end consumption, the company’s production lines continued to operate at full capacity. [details]
surging news: approaching the Qingming holiday, on March 30, many tourism enterprises released the travel trend of the Qingming holiday. According to the data of several online tourism platforms, affected by the epidemic, “local tourism” is the absolute “theme” of the Qingming holiday. In addition, affected by market changes, the prices of travel products during the Qingming holiday this year are the lowest in recent years. In terms of price, the relevant person in charge of qunar China hotel said that during the Qingming Festival this year, many high-end rural hotel home stays were nearly 30% cheaper than in previous years, which was the “low point” of the price. According to the data of the same trip, the prices of holiday hotels around the city during the small and long holiday this year also decreased by about 30% compared with the same period last year. [details]
financial Associated Press: according to the market data center of China cement network, from March 28, some major manufacturers in Guanzhong, Xi’an, Weinan, Tongchuan, Xianyang and other places in Shaanxi Province have notified a significant increase in cement price of 60 yuan / ton.
According to the response of industry insiders in Tongchuan, Xianyang and other places, the current round of price rise has indeed been in place. The price rise is mainly due to three factors: the rise in the price of raw materials promotes the increase of cement production cost, the rapid recovery of the downstream market drives the growth of cement demand and staggered peak production, and the implementation is good, and the cement inventory is low. [details]
stock market focus
interface news: scheduled disclosure time of quarterly reports of listed companies on Shenzhen Stock Exchange in the first quarter, Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) won the first place and will take the lead in disclosure on April 2 Hisense Home Appliances Group Co.Ltd(000921) , Guangdong Haid Group Co.Limited(002311) , Changying Xinzhi Technology Co.Ltd(002664) and others were disclosed on April 12. [details]
Securities Times: Guandian defense obtained the decision of Shanghai Stock Exchange to approve the board transfer, marking the official birth of “the first share of board transfer”. As the “first batch” of enterprises listed on the selected layer in 2020, Guandian defense is not only the “first batch” of listed enterprises of Beijing stock exchange, but also the “first” enterprise to apply to the science and Innovation Board of Shanghai stock exchange for board transfer in 2021. In 2022, the company became the “first” enterprise to pass the board transfer meeting. [details]
China Securities Journal: according to incomplete statistics of the reporter, as of March 31, 14 securities companies, including China Galaxy Securities Co.Ltd(601881) securities, Anxin securities, Western Securities Co.Ltd(002673) , Huaan Securities Co.Ltd(600909) and others, have released their latest monthly portfolio. Some pharmaceutical, banking and agricultural stocks have been collectively favored by many securities companies, and the “gold stocks” of securities companies in power equipment, food and beverage industries are densely distributed. Looking forward to the future, the agency believes that the current market has entered the bottom grinding stage, the market positive factors are gradually accumulating, and the current round of trend rebound is expected to continue until May. In terms of allocation, there is a clear consensus on the direction of steady growth and high prosperity. [details]
China Securities News: on March 31, Shi bin, head of China equities at UBS asset management, expressed his view that the attractive long-term trend of the Chinese market still exists. He has confidence in the Chinese stock market and needs more patience at present. Shi Bin said that one of the reasons why he is optimistic about China’s stock market is that the government has strengthened policies and measures to stabilize growth. The GDP growth target for 2022 is 5.5%, higher than market expectations. At present, the valuation of China’s stock market has reached an attractive level, and we will continue to pay attention to the fundamentals, a long-term element of investment. [details]
subscription of new shares: Liansheng chemical
new bond subscription: none
IPO: Changguang Huaxin
new bond listing: none
company news
Tongwei Co.Ltd(600438) : plans to invest 12 billion yuan to build 32gw high-efficiency crystalline silicon battery project
Zhejiang Jingu Company Limited(002488) : become the supplier of Foton Daimler wheel assembly development
Shenzhen Qixin Group Co.Ltd(002781) : received the notice of filing a case from the CSRC
Flat Glass Group Co.Ltd(601865) : it is proposed to invest 3.8 billion yuan in the photovoltaic module glass project
Cosco Shipping Holdings Co.Ltd(601919) : expected net profit of about 27.6 billion in the first quarter, with a year-on-year increase of about 78.6%
Petrochina Company Limited(601857) : net profit of 92.17 billion yuan in 2021
Shanghai International Port (Group) Co.Ltd(600018) : estimated net profit in the first quarter increased by about 75.6% year-on-year
Shanghai Fudan Microelectronics Group Co.Ltd(688385) : estimated net profit in the first quarter increased by 126% – 189% year-on-year
Zhejiang China Commodities City Group Co.Ltd(600415) : estimated net profit in the first quarter increased by 50% year-on-year
Guangzhou Kdt Machinery Co.Ltd(002833) : controlling shareholder intends to increase shares by 30-50 million yuan
Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) HBsAg kit was awarded CE certificate.
China Railway Group Limited(601390) : controlling shareholders intend to increase their shares by 150 million to 300 million yuan
Anhui Xinli Finance Co.Ltd(600318) : terminate the purchase of shares of BIC power and resume trading
data list
Shanghai and Shenzhen Stock Markets: march 31, the stock indexes of the two markets weakened, and the gem index fell by more than 1%. As of the close, the Shanghai index fell 0.44%, the Shenzhen composite index fell 1.19% and the gem index fell 1.38%; For the whole month, the gem fell 7.70%, which has been four consecutive declines; The Shanghai stock index fell 6% this month. In terms of sectors, although the real estate sector is divided today, it continues to rise sharply, with more than 10 stocks trading at the limit; The concept of digital currency rose sharply in the afternoon, and several stocks rose by the limit; Banks and coal also rose sharply; Tourism, semiconductors, etc. fell. More than 2000 stocks in the two cities rose, and more than 60 stocks rose by 10%.
Hong Kong stocks: Hong Kong Hang Seng Index fell 1.06% and Hang Seng technology index fell 1.4%. Pharmaceutical stocks led the decline, with Cinda biology and Kaifa pharmaceutical falling more than 11%. The trend of real estate stocks was divided. Jiazhaoye group rose by more than 10%, Yuzhou group fell by more than 17%, and rongchuang China fell by more than 5%. The big finance rose against the market, and both ICBC and CCB rose by more than 1%.
Shanghai Shenzhen Hong Kong stock connect: 3 March 31, North China stock connect net bought 1.053 billion yuan, of which, Shanghai Stock connect net bought 1.729 billion yuan and Shenzhen Stock connect net sold 676 million yuan. Among the top ten traded stocks, Kweichow Moutai Co.Ltd(600519) received a net purchase of RMB 656 million, ranking first for the second consecutive day; China stock market news and Yunnan Energy New Material Co.Ltd(002812) received net purchases of RMB 336 million and RMB 213 million respectively. In terms of net sales, Aier Eye Hospital Group Co.Ltd(300015) , China Merchants Bank Co.Ltd(600036) were sold for 358 million yuan and 326 million yuan respectively, and Cosco Shipping Holdings Co.Ltd(601919) were sold for 142 million yuan.
dragon and tiger list: march 31, the largest net capital inflow was Hengbao Co.Ltd(002104) , which was 134 million yuan.
Data show that the stock closed within the daily limit, with a turnover rate of 23.98% throughout the day. China Galaxy Securities Co.Ltd(601881) Shaoxing, with the highest net inflow of funds, bought 267946 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 stocks were net bought by the institution, and Bank of Lanzhou was the most bought, amounting to 409035 million yuan. In addition, 16 shares were net sold by institutions, and Guangdong No.2 Hydropower Engineering Company Ltd(002060) was sold the most, amounting to 746145 million yuan.
margin trading : as of March 30, the balance of Shanghai and Shenzhen stock markets was 1679652 billion yuan, an increase of 4.305 billion yuan over the previous trading day. Among them, the financing balance was 1586428 billion yuan, an increase of 2.594 billion yuan over the previous trading day; The balance of securities lending was 93.224 billion yuan, an increase of 1.711 billion yuan over the previous trading day.
Shibor: Shibor reported 2.0110% overnight, up 45.4 basis points; Shibor reported 2.1970% in seven days, up 2.6 basis points; Three month Shibor reported 2.3730%, up 0.2 basis points
foreign exchange
On March 31, the central parity rate of RMB was reported at 6.3482, up 84 points, and the central parity rate of the previous trading day was reported at 6.3566 The onshore RMB closed at 6.3433 against the US dollar at 16:30 on March 31, up 93 points from the previous trading day
property market observation
country is a through train: Guangzhou Trading Group introduced on the 31st that, entrusted by Guangzhou Municipal Bureau of planning and natural resources, Guangzhou public resources trading platform released 18 listing and transfer announcements of residential land use rights on the same day, with a starting total price of 36.773 billion yuan. The listing is planned to focus on online time limited bidding in two batches in the morning of May 5. The number of residential land sold by centralized listing increased by 6% compared with the third batch in 2021, but the initial total price of listing decreased by 15%. [details]
financial Associated Press: according to the data of Shell Research Institute, the trading volume of second-hand houses in shell 50 cities increased by about 7% month on month in the first quarter of 2022, among which, it rebounded continuously in February and March, with a month on month growth rate of more than 40% in March, and the trading volume returned to the level of last July. The second-hand housing price index remained unchanged from January, ending the continuous month on month decline since August last year; In March, it fell slightly by 0.1% month on month. The market shows an unbalanced recovery trend, and the recovery in the Yangtze River Delta is strong. [details]
International Information
overseas network: Russia’s “trader” 31 reported that the U.S. Treasury Department excluded Russian fertilizer from the list of possible sanctions, in order to avoid the impact of the shortage of agrochemical products on the U.S. Chinese market. It is reported that the United States has relaxed restrictions on the import of chemical fertilizers from Russia because of the shortage of agricultural chemicals in the United States and the global market caused by the interruption of Russian supply. Russian fertilizer producers believe that the decision of the United States will be an important signal, European countries will follow up, and the global fertilizer supply chain will gradually recover. [details]
financial Associated Press: Deputy Minister of agriculture of Ukraine Taras vysotskiy said in a speech that although affected by the war, Ukrainian farmers had sowed about 400000 hectares of various spring crops as of Thursday, an increase of 10% over the same period last year. Vysotskiy said that the lack of fuel did not affect sowing, and officials were negotiating with suppliers so that sowing activities would not stop. [details]
futures market
China Futures: China commodity futures closed up or down, with iron ore up more than 3%, coke, Douyi, LPG and fuel oil up more than 2%, rubber and ferrosilicon up more than 1%. Methanol and power coal fell by more than 2%, while PP, ethylene glycol, Shanghai nickel and pulp fell by more than 1%.
International Futures: international oil prices fell sharply. The price of New York light crude oil futures for delivery in May fell US $7.54 to close at US $100.28 per barrel on March 31; International gold prices rose. The June gold futures price, the most actively traded in the gold futures market of the New York Mercantile Exchange, rose $15 on March 31 from the previous trading day to close at $1954 an ounce, or 0.77%
overseas index
U.S. stock market: the three major indexes of U.S. stocks fell across the board, and the Dow Jones index fell 550.46 points to 3467835 points, or 1.56%; The NASDAQ index fell 221.75 points, or 1.54%, to 1422052; The S & P 500 index fell 72.04 points, or 1.57%, to 453041.
European stock markets: major European stock indexes fell collectively, and the UK FTSE 100 index closed at 751568, down 63.07 points or 0.83% from the previous trading day; The French CAC40 index closed at 665987, down 81.72 points or 1.21% from the previous trading day; Germany DAX30 index closed at 1441475, down 191.30 points or 1.31% from the previous trading day.
Asia Pacific Stock Market: Nikkei 225 index closed down 0.73% to 2782143 points. South Korea’s Kospi index closed up 10.91 points, or 0.4%, at 275765.
