daily selection
financial Associated Press: people’s Bank of China held a video conference on research work in 2022. The meeting pointed out that in 2022, the research system of the people’s Bank of China should fully understand the new requirements and challenges put forward by the profound changes in China’s external environment for research work, shoulder heavy burdens and act actively. We should focus on serving steady growth and preventing risks, and strengthen research on major basic and forward-looking issues. We should take supporting green and low-carbon development as the main line, continue to deepen the research on transformation finance, realize the orderly and effective connection between green finance and transformation finance, and form operable policies and measures. [details]
interface news: according to the information of the State Administration of market supervision on April 7, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. filed a recall plan with the State Administration of market supervision and administration in accordance with the requirements of the regulations on the administration of defective automobile product recall and the measures for the implementation of the regulations on the administration of defective automobile product recall. From April 7, 2022, some imported and domestic model 3 electric vehicles with production date from January 11, 2019 to January 25, 2022 were recalled, with a total of 127785 vehicles (including 34207 imported model 3 vehicles and 93578 domestic model 3 vehicles). [details]
surging news: on April 7, Shenzhen local financial supervision and Administration issued several measures to support the development of financial enterprises in Shenzhen. The measures propose to vigorously develop the financial headquarters economy, attract financial enterprises to set up corporate headquarters in Shenzhen, and continuously enhance the cohesion and radiation of Shenzhen’s financial industry. Support qualified cross regional mergers and acquisitions and market-oriented restructuring of financial enterprises, and realize the optimal integration and spillover development of financial resources. [details]
macro economy
Xinhua News Agency: recently, affected by the conflict between Russia and Ukraine and the Fed’s interest rate hike, the global financial market has been turbulent and the global cross-border capital flows have fluctuated greatly. In this regard, the relevant person in charge of the State Administration of foreign exchange said on the 7th that at present, China’s cross-border capital flow situation is generally stable. The short-term fluctuation of cross-border securities investment does not represent the reversal of the long-term trend of foreign investment in China’s capital market. [details]
financial Associated Press: China’s foreign exchange reserves at the end of March reported US $3.1880 trillion, estimated at US $3.1990 trillion, a decrease of US $25.837 billion month on month; At the end of March, gold reserves were 62.64 million ounces, the same as last month. [details]
Xinhuanetco.Ltd(603888) : the Ministry of culture and tourism and other six departments recently jointly issued the opinions on promoting the revitalization of rural areas enabled by cultural industry, proposing to basically establish an effective mechanism for the revitalization of rural areas enabled by cultural industry by 2025 based on the basic principles of “cultural guidance and industrial drive”, “farmers’ main body and multi-party participation”, “government guidance and market operation”, “scientific planning and characteristic development”. [details]
Securities Times: the national development and Reform Commission issued the implementation plan of the 14th five year plan for the construction of Beibu Gulf Urban Agglomeration, proposed the plan, and prepared and implemented the digital Beibu Gulf construction plan. We will rationally arrange and build new infrastructure such as the fifth generation mobile communication (5g) network, the Internet of things and data center, and build a national Internet backbone direct connection point in Nanning and a special international Internet data channel in Hainan. Implement the action of “using numbers to enrich intelligence in the cloud”, and build a number of international standard industrial Internet platforms and digital transformation promotion centers around the digital transformation of petrochemical, steel, equipment and other industries. [details]
industry trends
dazhong.com: on April 6, the measures of Huangpu District and Guangzhou Development Zone for promoting the innovative development of the meta universe were officially released. Xu Dan, deputy head of Huangpu District and director of the District Bureau of industry and information technology, said at the press conference that according to the measures for innovative development, Huangpu District will build a symbolic scene of the meta universe with Huangpu characteristics The value innovation and public service platform of key common technologies and general capabilities of yuancosmos, and yuancosmos related projects in specific research directions will be rewarded, with a maximum subsidy of 5 million yuan respectively. [details]
financial Associated Press: passenger car association data show that the overall retail sales of narrow passenger car market reached 110000 units per day in the fifth week of March, a year-on-year decrease of 5%, showing a relatively tenacious performance, with a 51% increase compared with the fourth week of February this year. The average daily retail sales in March was 48000, with a year-on-year decrease of 15%. The trend is low, and the actual pressure is greater. [details]
interface news: China Steel Association released data on April 7. In late March 2022, key statistics showed that iron and steel enterprises produced 23761100 tons of crude steel, 204451 million tons of pig iron and 232833 million tons of steel. In late March, the steel inventory of key steel enterprises was 166199 million tons, a decrease of 504900 tons or 2.95% over the previous ten days. [details]
financial Associated Press: national medical insurance bureau held the first working meeting of national pharmaceutical centralized purchase institutions to study and deploy the construction of centralized purchase platform. Chen Jinfu, member of the Party group and deputy director of the Bureau, stressed that we should fully understand the significance of platform construction in supporting the reform of centralized purchase of medicine, exploring new price formation mechanism and professional handling services, continuously improve and improve the functions of transaction support, online settlement, monitoring and supervision, public services and other functions around the overall goal of supporting the reform and management of pharmaceutical prices, and focus on improving the online purchase rate and centralized purchase rate, standardizing the online rules Promote online settlement, strengthen monitoring and supervision, participate in medical service price reform, improve information system and create demonstration platform. [details]
stock market focus
financial Associated Press: recently, relevant departments successively released the 14th five year plan of traditional Chinese medicine and the new version of the production quality management standard of traditional Chinese medicine (GAP), which has attracted extensive attention in the industry. Among them, the guidance on the cultivation and circulation of traditional Chinese medicine is expected to promote the accelerated reshuffle of relevant fields. [details]
Securities Times: Organization predicts that China’s sulfur price may remain high in the first half of 2022, and the sulfur industry is expected to boom upward. Following the breakthrough of 3000 yuan / ton last month, China’s sulfur price continues to be open and linked.
According to the monitoring data of business agency, as of April 6, the average price of sulfur in China reached 342667 yuan / ton, an increase of more than 70% during the year. [details]
surging news: data show that on April 7, only coal closed up in 31 sectors under shenwanyi industry classification. Looking at the extended time line, since the beginning of the year, the coal sector has increased by 21.36%, ranking first in all industries. For the rise of the coal sector, Gf Securities Co.Ltd(000776) believes that on the one hand, it is due to the continuation of coal supply guarantee and price stability policies, on the other hand, it is the continuous manifestation of the dividend advantages of coal companies. [details]
Securities Times: Yunnan Provincial People’s government recently issued the three-year action plan for the development of new energy battery industry (20222024): strive to achieve an output value of 20 billion yuan, 50 billion yuan and 100 billion yuan by 2022, 2023 and 2024 respectively, with an average annual output value growth of more than double. In addition, it is planned to give full play to the advantages of phosphorus and manganese chemical industry in the province, take the development of phosphorus and manganese cathode materials as an important measure to promote the fine chemical industry chain, and focus on the development of lithium iron phosphate, lithium manganese phosphate, lithium manganese iron phosphate, ternary (nickel cobalt manganese) and other cathode materials. [details]
subscription of new shares: yingjixin and tuojing Technology
new bond subscription: Yongdong transfer 2
IPO: Puyuan Jingdian
new bond listing: Hongfeng convertible bond and Panlong convertible bond
company news
Jiangxi Special Electric Motor Co.Ltd(002176) : it is proposed to build a lithium ore mining and beneficiation project with an annual output of 3 million tons and a lithium salt project with an annual output of 20000 tons
New Hope Liuhe Co.Ltd(000876) : 3 month on month average sales price of commercial pigs increased by 2.19%
Tech-Bank Food Co.Ltd(002124) : 3 month on month average sales price of commercial pigs increased by 1.08%
G-Bits Network Technology(Xiamen)Co.Ltd(603444) : net profit in 2021 increased by 40.34% year-on-year, and it is proposed to pay 160 yuan out of 10
Ming Yang Smart Energy Group Limited(601615) : first quarter net profit increased by 408.02% to 505.72% year on year
Hangzhou Lion Electronics Co.Ltd(605358) : first quarter net profit increased 183.66% to 223.24% year on year
Chongqing Sanfeng Environment Group Corp.Ltd(601827) : CITIC environment intends to reduce its shareholding of no more than 2% of the company
Harbin Hatou Investment Co.Ltd(600864) : China Huarong plans to reduce its shares by no more than 2%
Jinyu Bio-Technology Co.Ltd(600201) : intends to repurchase shares with RMB 200 million to RMB 300 million
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) : plans to invest 20.6 billion yuan to build 120000 tons of high-purity polysilicon and other projects
Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869) : proposed acquisition of Broadex Technologies Co.Ltd(300548) control
Muyuan Foods Co.Ltd(002714) : chairman’s short-term trading income of 868881 million yuan of convertible bonds has been fully handed over to the company
Montnets Cloud Technology Group Co.Ltd(002123) : subsidiary signs business cooperation agreement with Huawei cloud
Shanghai No.1 Pharmacy Co.Ltd(600833) : will undertake the procurement service of epidemic prevention materials, and it is estimated that the revenue will be 600 million to 800 million yuan
data list
Shanghai and Shenzhen Stock Markets: on April 7, the three major indexes opened low and maintained a volatile downward trend throughout the day. The gem index once fell by more than 2% and more than 4000 stocks in the two markets fell. As of the close, the Shanghai index fell 1.42%, the Shenzhen composite index fell 1.65% and the gem index fell 2.10%. On the disk, coal, chemical fiber and wine sectors led the increase; Real estate, software services, diversified finance and other sectors led the decline.
Hong Kong stocks: Hong Kong Hang Seng Index fell 1.23% and Hang Seng technology index fell 2.48%. Pharmaceutical stocks led the decline, and Kaifa pharmaceutical fell nearly 25%. Technology stocks are down, Kwai, beep, and rayon technology fall by more than 4%.
Shanghai Shenzhen Hong Kong stock connect: april 7, BEIXIANG capital exchange sold a small net of 609 million yuan throughout the day, of which 638 million yuan was bought by Shanghai Stock connect and 1.247 billion yuan was sold by Shenzhen Stock connect. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , China Vanke Co.Ltd(000002) , Ping An Bank Co.Ltd(000001) net purchases ranked among the top three, with net purchases of 401 million yuan, 238 million yuan and 236 million yuan respectively.
dragon and tiger list: on April 7, the largest net capital inflow was Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , which was 268 million yuan. Data show that the stock closed within the daily limit, and the share price hit another record high. Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, the top net inflow of funds, bought 214 million yuan; The net purchase of Shenzhen Stock connect was 559359 billion yuan. A total of 19 stocks were involved in the institutional participation list, of which 9 were net bought by the institution, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was the most bought, with a net purchase of 111 million yuan in three days. In addition, 10 shares were sold by institutions, and Kunshan Kinglai Hygienic Materials Co.Ltd(300260) was sold the most, with a net sales of 181 million yuan in three days.
margin trading : as of April 6, the balance of Shanghai and Shenzhen stock markets was 166696 billion yuan, an increase of 6.408 billion yuan over the previous trading day. Among them, the financing balance was 1576306 million yuan, an increase of 6.292 billion yuan over the previous trading day; The balance of securities lending was 90.654 billion yuan, an increase of 116 million yuan over the previous trading day.
Shibor: Shibor reported 1.8250% overnight, down 2.3 basis points; Shibor reported 2.0510% in seven days, up 4.7 basis points; Three month Shibor reported 2.3600%, down 1.0 basis points
foreign exchange
On April 7, the central parity rate of RMB was reported at 6.3659, up 140 points, and the central parity rate of the previous trading day was reported at 6.3799 The onshore RMB closed at 6.3634 against the US dollar at 16:30 on April 7, up 2 points from the previous trading day.
property market observation
first finance and Economics: recently, it was reported that the down payment for buying a house in Yanjiao fell to 20% and the down payment for two sets fell to 30%. Several real estate agents and sales department personnel said it was true. However, according to first finance, some banks have urgently stopped the news without official documents. [details]
interface news: according to incomplete statistics, since 2022, more than 60 cities have issued property market deregulation policies, which mainly involve canceling / relaxing purchase and sale restrictions, reducing down payment ratio, reducing housing loan interest rate, provident fund loan preference, house purchase subsidy, financial support of real estate enterprises, etc. Since March, many cities have announced to relax or cancel the purchase and sale restrictions. From the subsidy incentive policy to the gradual deregulation of the “five restrictions” policy, the real estate regulation has entered a new stage. [details]
International Information
interface news: Reuters news on April 6, according to data and shipping news, European buyers are increasing their purchases of coal from all over the world against the background that the EU plans to ban coal imports from Russia and scramble to solve the shortage of natural gas supply. According to the analysis of ship tracking data, Braemar ACM, a shipping broker, found that European countries imported 7.1 million tons of thermal coal for power generation and heating in March, a year-on-year increase of 40.5%, and the highest level since March 2019. [details]
CCTV news client: as part of the new energy strategy, the British government will set up a new agency called “British nuclear energy” to promote nuclear energy development. It plans to approve the construction of one nuclear reactor every year from next year to 2030, with a total of eight nuclear reactors. It is expected that the nuclear power output will reach 24 gigawatts by 2050, meeting a quarter of Britain’s electricity demand. [details]
futures market
China Futures: China commodity futures closed, led by energy and chemical industry. Crude oil fell by more than 6%, jujube, Lu and fuel oil fell by more than 4%, asphalt and Shanghai aluminum fell by more than 3%, rubber and apple fell by more than 2%, Douyi and PVC fell by more than 1%, pigs and soybean meal fell slightly; Palm oil rose more than 1%, while peanuts and coke rose slightly.
International Futures: WTI may crude oil futures closed down US $0.20, or 0.21%, at US $96.03/barrel. June gold futures, the most actively traded gold futures market on the New York Mercantile Exchange, rose $14.7 on the 7th from the previous trading day to close at $1937.8 an ounce, up 0.76%
overseas index
U.S. stock market: the three major U.S. stock indexes closed up slightly. As of the close, the Dow Jones index closed up 0.25% to 3458357 points; The NASDAQ index rose 0.06% to 1389730; The S & P 500 index rose 0.43% to 450021.
European stock markets: major European stock indexes closed down, with Germany’s DAX30 index down 0.52%, Britain’s FTSE 100 index down 0.53%, France’s CAC40 index down 0.57% and Europe’s Stoxx 50 index down 0.65%.
Asia Pacific Stock Market: Nikkei 225 index closed down 440.8 points, or 1.61%, at 269095 points. South Korea’s Kospi index closed down 39.17 points, or 1.43%, at 269586.
