p align = “center” macro · highlights
vigorously promote the “four should and four do’s” and resolutely win the battle of epidemic prevention and control! Sun Chunlan investigated and guided the epidemic prevention and control in Shanghai
Sun Chunlan, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, investigated and guided the epidemic prevention and control work in Shanghai from April 4 to 5. She went to the municipal CDC, centralized isolation points under construction and shelter hospitals under construction to learn about the prevention and control scheduling, full staff nucleic acid testing and the construction and use of shelter hospitals. Sun Chunlan stressed that we should thoroughly implement the spirit of the important instructions of Xi Jinping general secretary, and in accordance with the decisions and arrangements of the CPC Central Committee and the State Council, accelerate the construction of shelter hospitals with a more resolute attitude, more thorough measures and more rapid action, accelerate the expansion of centralized isolation houses, and vigorously promote the inspection, collection, separation and treatment of the disease, so as to resolutely win the battle of epidemic prevention and control.
Suzhou found that the new variant of Omicron is not homologous with the known strains in the world
Suzhou held a press conference on the afternoon of April 2 to introduce the prevention and control of covid-19 pneumonia. According to the introduction of Suzhou CDC, from the perspective of transmission channels, most cases in Suzhou are clearly imported from other provinces and cities, but there are also other isolated cases. For example, a mild confirmed case of Yang was found in Changshu, Suzhou on March 28. The virus infected was sequenced and compared to VOC / Omicron mutant ba 1.1 evolutionary branch: no highly homologous sequence of covid-19 virus genome was found in the local case and input case database and the global covid-19 virus gisald database.
Zhejiang Quzhou cancels the purchase restriction policy
Quzhou City, Zhejiang Province canceled the purchase restriction policy. The Quzhou municipal housing and Construction Bureau issued a notice in April 1st that non Quzhou household registered residence, individual business and natural person investment or holding enterprises were considered as the relevant household purchase policies of the registered residence in the city. In the policy answer, the Quzhou Housing Bureau said that after the announcement, non registered residence households in Quzhou could purchase new commercial housing and second-hand housing in the urban area, not limited to 12 months’ full payment of social security or personal tax in August 7, 2021 and only 1 sets of purchases.
National Medical Insurance Bureau: the cost of covid-19 virus vaccine is more than 120 billion yuan, which is shared by the medical insurance fund and the finance
At present, China has been vaccinated with 3.2 billion doses of vaccine, and the cost of vaccine is more than 120 billion yuan, which is shared by the medical insurance fund and the finance, and the cost of vaccine is within the affordable range of the medical insurance fund, the National Medical Insurance Bureau said on April 2. It is precisely because vaccination funds and other guarantees are in place that among the world’s most populous countries, China has the fastest vaccination speed and the widest coverage. In the next step, the National Medical Insurance Bureau will continue to do a good job in cost guarantee in combination with the needs of epidemic prevention and control, so as to serve the overall situation of epidemic prevention and controlP align = “center” finance and securities
Central Bank held a video conference on financial stability in 2022: it is required to improve the mechanism and promote the marketization, legalization and normalization of disposal mechanism
The people’s Bank of China recently held a video conference on financial stability in 2022. The meeting summarized the financial stability work in 2021, analyzed the current economic and financial risk situation, and deployed the key work in 2022. Liu Guiping, member of the Party committee and vice president of the people’s Bank of China, attended the meeting and delivered a speech.
The meeting stressed that preventing and resolving risks is the eternal theme of financial work. We should have a clear understanding of the current situation and challenges facing financial stability, and there should be no slackening in the prevention and control of financial risks. We should further strengthen the party’s overall leadership over financial work, inherit and carry forward the great spirit of Party building, consolidate and expand the achievements of party history learning and education, and constantly improve political judgment, political understanding and political execution. We should closely combine the implementation of the central inspection and rectification requirements with the prevention and resolution of financial risks and the deepening of financial reform and opening up, so as to promote new achievements in financial stability.
The meeting required that in 2022, the financial stability system of the people’s Bank of China should continue to adhere to the general tone of seeking progress while maintaining stability, highlight the key points, compact the responsibilities of all parties, effectively reduce stock risks, strictly control incremental risks, and do a good job in preventing and resolving financial risks in accordance with the policy of “stabilizing the overall situation, overall coordination, classified measures and accurate bomb removal”. We should improve the mechanism and promote the marketization, legalization and normalization of the disposal mechanism. We should coordinate regulatory resources and disposal resources, strengthen horizontal and vertical coordination, and form a joint force for financial risk disposal. We should further strengthen the system concept, adhere to the bottom line thinking, enhance the sense of hardship, improve the ability of prevention and control, ensure that all arrangements are implemented in place, build a more robust and effective financial safety net, hold the bottom line of no systemic financial risks, resolutely maintain the stability of the overall economic and social situation, and take practical actions to meet the victory of the 20th CPC National Congress.
CSRC: Overseas regulators should investigate and collect evidence in China through cross-border regulatory cooperation mechanism
When answering a reporter’s question, the person in charge of relevant departments of the CSRC said that the provisions on strengthening the confidentiality and archives management related to overseas securities issuance and listing of domestic enterprises (Exposure Draft) made it clear that the investigation and evidence collection or inspection conducted by overseas regulatory institutions in China should be carried out through the cross-border regulatory cooperation mechanism in accordance with the provisions of article 177 of the securities law, The CSRC and relevant competent authorities shall provide necessary assistance according to the bilateral and multilateral cooperation mechanism. At the same time, in combination with the international practice of cross-border audit and supervision cooperation, the expression “on-site inspection shall be mainly conducted by Chinese regulators or rely on the inspection results of Chinese regulators” in the original provisions is deleted. This reflects the Chinese regulatory authorities’ consistent open attitude towards cross-border audit and regulatory cooperation, and is also in line with relevant international customary practices. It will provide institutional guarantee for safe and efficient cross-border regulatory cooperation, including joint inspection.
CSRC revises the provisions on confidentiality and archives management related to overseas listing of domestic enterprises
In order to support enterprises to list overseas in accordance with laws and regulations, improve the standardization of confidentiality and archives management in the process of overseas securities issuance and listing, and promote the deepening of cross-border regulatory cooperation, the CSRC, together with the Ministry of finance, the state security administration and the state archives administration, revised the Provisions on strengthening confidentiality and archives management related to overseas securities issuance and listing (CSRC announcement [2009] No. 29), The regulations on strengthening the confidentiality and archives management related to overseas securities issuance and listing of domestic enterprises (Draft for comments) were formed, and opinions were solicited from the public on April 2.
In view of the new situations and problems related to overseas issuance and listing in recent years, this revision intends to make the following adjustments to the original provisions: first, improve the legal basis and add relevant laws and regulations such as the accounting law of the people’s Republic of China, the law of the people’s Republic of China on certified accountants and so on as the superior law.
Second, adjust the scope of application, link it with the provisions of the State Council on the administration of overseas securities issuance and listing of domestic enterprises (Draft for comments), and clearly apply to overseas direct and indirect listing of enterprises. Third, clarify the responsibility of enterprise information security, and provide clearer and clear guidance for domestic enterprises, relevant securities companies and securities service institutions in terms of confidentiality and file management in the overseas issuance of securities and listing activities of domestic enterprises. Fourth, improve cross-border regulatory cooperation arrangements to provide institutional guarantee for safe and efficient cross-border regulatory cooperation.
The state continues to support all kinds of qualified enterprises to list abroad and continuously deepen cross-border regulatory cooperation. It is believed that the revision of the regulations will further improve the compliance level of overseas listed enterprises and promote the healthy and orderly development of overseas listing activities. We welcome valuable comments from all sectors of society. The CSRC and relevant departments will further revise and improve the provisions according to the public consultation, and issue and implement them as soon as possible after fulfilling the legal procedures.
central bank: add six cities hosting the Asian Games in Tianjin, Chongqing, Guangzhou, Fujian, Fuzhou, Xiamen and Zhejiang as digital RMB pilot areas
The people’s Bank of China held a symposium on the pilot work of digital RMB research and development on March 31. The meeting pointed out that with the further promotion of the pilot test, digital RMB R & D faces new situations and problems in highlighting convenience, optimizing inclusiveness, highlighting innovation, ensuring security, reflecting compliance and strengthening sustainability, which need to be further studied and explored. The meeting requested that in the next step, all relevant participants should follow the deployment of the 14th five year plan, adhere to the general tone of seeking progress while maintaining stability, assume their respective responsibilities and cooperate with each other to steadily promote the pilot of digital RMB research and development. We will expand the scope of the pilot in an orderly manner. On the basis of the existing pilot areas, we will add six cities hosting the Asian Games in Tianjin, Chongqing, Guangzhou, Guangdong Province, Fuzhou, Xiamen, Fujian Province and Zhejiang Province as the pilot areas. Beijing and Zhangjiakou, Hebei Province will become the pilot areas after the 2022 Beijing Winter Olympic Games and winter Paralympic Games are completed. Adhere to the “two-tier operation” structure, give full play to the advantageous role of the designated operation organization, and strengthen the pilot application and ecosystem construction. Strengthen the construction of safety and risk prevention and control system, improve relevant laws and regulations and standard system, deepen the research on theoretical issues, and constantly consolidate the pilot foundation of digital RMB research and developmentP align = “center” industry · company
Cansino Biologics Inc(688185) biology: New Coronavirus mRNA vaccine has been approved by the National Drug Administration clinical trial approval
Cansino Biologics Inc(688185) bio announced on Monday at the HKEx that the New Coronavirus mRNA vaccine developed by the group has been approved by the National Drug Administration’s clinical trial. Preclinical research results show that this vaccine can induce high titer neutralizing antibodies against a variety of important variants identified by the World Health Organization (including current epidemic strains). Compared with the existing covid-19 vaccine developed based on the prototype strain, it has a wider spectrum and can more effectively protect the body from the infection of existing variants.
Byd Company Limited(002594) announced to stop the production of fuel vehicles
Byd Company Limited(002594) automobile officially announced on March 3 that according to its strategic development needs, the whole vehicle production of fuel vehicles will be stopped from March 2022. In the future, Byd Company Limited(002594) will focus on pure electric and plug-in hybrid vehicles in the automotive sector Byd Company Limited(002594) also said that it would continue to provide perfect service and after-sales guarantee for existing fuel vehicle customers, as well as the supply of spare parts in the whole life cycleP align = “center” focus this week
subscription of new shares this week
According to the issuance arrangement, 6 new shares will be subscribed this week. The specific list of subscription is as follows:
Wednesday:
Anda smart subscription code: 787125
Thursday:
Subscription code of Xinte Electric: 301120
Application code of Hongde shares: 301163
Jingwei Hengrun subscription code: 787326
Friday
Subscription code of tuojing Technology: 787072
SMIC subscription code: 787209
First quarterly report of Shanghai Stock Market
According to the scheduled disclosure schedule of the 2022 first quarterly report of Shanghai main board companies released by Shanghai Stock Exchange on March 24, Zhongnongfa Seed Industry Group Co.Ltd(600313) will take the lead in releasing the first quarterly report on April 8, opening the prelude to the first quarterly report of Shanghai main board. However, Hunan Haili Chemical Industry Co.Ltd(600731) changed the scheduled disclosure time, advancing the originally scheduled April 30 to April 7, and won the title of “the first quarterly report of Shanghai stock market” of Zhongnongfa Seed Industry Group Co.Ltd(600313) . The first quarterly report of Shenzhen stock market was first disclosed by the gem company Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) on April 2.
After April 15, the disclosure of the first quarterly report will gradually enter the peak period until April 30.
central bank open market with 610 billion yuan of reverse repo due
Data show that 610 billion yuan of reverse repo will expire in the central bank’s open market this week, including 450 billion yuan on Wednesday (April 6), 150 billion yuan on Thursday (April 7) and 10 billion yuan on Friday (April 8).
45.4 billion market value restricted shares lifted, Industrial Bank Co.Ltd(601166) lifted over 24.8 billion, ranking first
Statistics show that this week (from April 1 to April 8), a total of 23 companies have lifted the ban on restricted shares, with a total of 2.5 billion shares. Calculated according to the closing price on April 1, the market value of the lifted shares is 45.383 billion yuan.
In terms of the market value of the lifting of the ban, April 7 was the peak of the lifting of the ban. The total market value of the two companies was 25.269 billion yuan, accounting for 55.68% of the scale of the lifting of the ban this week. According to the closing price on April 1, the top three in the market value of lifting the ban are: Industrial Bank Co.Ltd(601166) (24.801 billion yuan), Zhejiang Sanmei Chemical Industry Co.Ltd(603379) (8.808 billion yuan), and Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) (3.385 billion yuan). In terms of the number of individual shares lifted, the top three are Industrial Bank Co.Ltd(601166) (1159 million shares), Zhejiang Sanmei Chemical Industry Co.Ltd(603379) (417 million shares) and Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) (392 million shares)P align = “center” organization strategy
Citic Securities Company Limited(600030) : second centralized policy to grasp the medium-term repair trend
Citic Securities Company Limited(600030) the latest research report pointed out that it is expected that the steady growth policy will shift from full-scale to centralized development. A number of pessimistic expectations in the market will bottom out in advance of the fundamentals. Since the second quarter, the negative impact of the economy on the market is weakening. It is suggested to grasp the trend of the mid-term repair in the second and third quarters and firmly layout the “two low” varieties. In the second quarter, the economic probability showed a trend of first restraining and then increasing. The positions and position structure of investors have been fully adjusted, the selling pressure in the A-share market has been significantly released, the peak of concern about overseas risk factors has passed, and positive progress has been made in Russia Ukraine and China probability regulation. In terms of configuration, it is suggested to continue to adhere to the main line of steady growth, focus on the layout of low valuation and expected low varieties, and pay more attention to the real estate industry chain in the second quarter.
monarch strategy: Shanghai stock index will fluctuate between 31003400
The Guojun strategy team said that spring will eventually come, so we should be confident. However, under the existing policy mix and fundamental expectations, before the path of demand and credit easing is clear, the Shanghai Composite Index 31003400 fluctuates. At this stage, it is recommended to make a defensive counterattack rather than a trend counterattack. In terms of investment, we should focus on stocks with low-risk characteristics, pay attention to the intersection of undervalued value and profit improvement, and focus on consumption and cycle sectors.
Haitong strategy Xun Yugen: the bad is gradually gone, continue to grasp the main line of steady growth
Xun Yugen, a strategic analyst at Haitong, said that the factors that triggered this round of market adjustment were the US Federal Reserve’s interest rate hike, the conflict between Russia and Ukraine and the rebound of the Chinese epidemic, and the three bad news gradually disappeared. The implementation of the steady growth policy is expected to drive the market repair. This year, the fundamentals and policies are more like 12 years, the stock market is more like 16 years, and the pit filling market is in progress. Continue to pay close attention to the main line of steady growth, such as financial real estate and new infrastructure (photovoltaic wind power and big data cloud computing), which is more flexible.
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