Today's A-Shares continue to adjust.
The Shanghai Stock Exchange plunged nearly 3%, below 3200 points, and the gem fell more than 4%. It once fell below the new low of the year. Kechuang 50 fell below 1000 points. The outflow of foreign capital was nearly 6 billion. More than 4000 stocks fell in the two cities.
Let's see what's happening in the market.
China Eastern Airlines crash related to the co pilot? The Civil Aviation Administration has just responded to
The Civil Aviation Administration held the first press conference in April on April 11. At the meeting, Wu Shijie, deputy director of the Aviation Safety Office of the Civil Aviation Administration of China, responded to rumors about the China Eastern Airlines crash.
question: recently, we have noticed some rumors on the Internet about the cause of the "3.21" accident. What is the real situation? Here we ask director Wu to give you a response.
answer: "3.21" accident is still under investigation, so we can't draw a conclusion on the cause and nature of the accident.
The daily safety management of civil aviation pays great attention to the ideological and psychological status of aircrew including pilots, which is an important content and method of civil aviation safety management. On the basis of normalized safety inspection, the civil aviation system will carry out safety rectification from time to time. These inspections and rectification will involve the relevant contents of flight crew team stability and ideological stability to varying degrees. After the "3.21" accident, it had a certain impact on the psychology and emotion of civil aviation front-line employees. Some employees' mood fluctuated, especially some young aircrews had stress psychological reactions, and their mood was low. The Civil Aviation Administration attaches great importance to this. The national civil aviation safety teleconference puts forward special requirements and takes the initiative to take measures to help pilots, flight attendants and safety officers relieve psychological pressure. All airlines have carried out relevant work at the first time in accordance with the long-standing relatively perfect system and policies of the civil aviation system, implemented various operation safety guarantee measures, and ensured that the aircrew maintain a stable and positive mental state, Devote yourself to flight safety. At present, this work has achieved good results. The air service team of the whole industry is generally stable and can fully shoulder the important task of ensuring aviation flight safety.
recently, we also found various rumors on the domestic and foreign networks about "the release of information from the upper level of China Eastern Airlines public security system, the co pilot of China Eastern Airlines was locked in the cause of the crash", "the black box data has come out" and "the Safety Office of Civil Aviation Administration issued an emergency notice requiring the flight crew to carry out aviation medical mental health monitoring". These rumors release false information in the name of government departments and public security organs, which seriously mislead the public and interfere with the investigation of the accident. It has been suspected of breaking the law. The relevant departments are cooperating with the public security organs in the investigation and will investigate the legal responsibility of the rumor mongers according to law
The investigation of the "3.21" accident is being carried out in accordance with the procedures. We will try our best to find out the cause of the accident as soon as possible and release relevant information according to the law and procedures.
three major indexes fell sharply
The index opened low today. The Shanghai index fell below the 3200 point mark, falling nearly 3% during the session. The gem index fell more than 4% in the afternoon, hitting a new low since July 2020.
More than 4100 shares in the two cities floated green, and only more than 500 stocks rose, with a transaction of 963.7 billion yuan today. As of the close, the Shanghai index fell 2.61%, the Shenzhen composite index fell 3.67% and the gem index fell 4.2%.
In addition, Kechuang's 50 "break" fell below 1000 basis points. This is the first time that the Kechuang 50 index has fallen below this point since its release. The base date of Kechuang 50 is December 31, 2019, with 1000 basis points. During this period, the Kechuang 50 index reached 172198 points.
ningwang fell sharply
lithium battery track collective setback
New energy vehicle track stocks fell sharply, Tianqi Lithium Corporation(002466) , Youngy Co.Ltd(002192) fell by the limit, Contemporary Amperex Technology Co.Limited(300750) fell by more than 7%. The shares of "Wei Xiaoli" in the Hong Kong stock market fell sharply.
Previously, there was a market rumor that "Ningde Bureau of industry and information technology informed that service enterprises would arrange production according to existing materials and would not enter raw materials".
According to the silver financial report, on the morning of April 11, the staff of Ningde Publicity Department said that the specific control details are the responsibility of the implementation department, which I can't confirm here. However, the recent epidemic situation is relatively severe, and the whole control may be tightened. Nucleic acid is also being carried out in the whole city. It should be that things in these days will not be sustainable, and enterprises generally have materials.
At the same time, Contemporary Amperex Technology Co.Limited(300750) relevant people said that the government temporarily upgraded the epidemic prevention and control measures due to the recent individual epidemic in Ningde. The company attached great importance to it and strengthened communication and coordination with relevant government departments for epidemic prevention at the first time. At present, in order to maximize the market supply, the company strictly adopted grid management measures to ensure the orderly production of Ningde base.
Cui Dongshu, Secretary General of the Federation of passenger cars, said that the retail sales of passenger cars in the first quarter were less than expected. At present, the entry and transaction of dealers in Jilin, Shanghai, Shandong, Guangdong, Hebei and other places were affected, and the change of local management measures had a certain impact on the logistics efficiency. Therefore, the retail loss of passenger cars was large.
Cui Dongshu predicted that affected by the epidemic and other factors, the production and sales of passenger cars were facing uncertainty in April, and the marketing environment of cars would become more complex.
Data show that in March this year, the output of narrow passenger cars was 1.823 million, a year-on-year decrease of 0.3%; Up 22.0% month on month. From January to March, a total of 5.361 million narrow passenger cars were produced, with a year-on-year increase of 11.0%.
Cui Dongshu said that although from the data, the current production of passenger cars is in a stable state, it actually does not fully meet the structural expectations of the manufacturer.
Since mid March, the epidemic has continued in Shanghai, Changchun and other places, putting pressure on the production of some auto enterprises, and even directly causing a certain shutdown. Cui Dongshu revealed that the short-term shutdown has brought serious losses to some auto enterprises, including luxury brands such as Audi, BMW and Mercedes Benz, which have also been impacted to varying degrees, and the output is seriously lower than expected.
According to the provincial production data of the National Bureau of statistics, Shanghai and Jilin province each account for about 11% of the national production, and the production of some enterprises in Shanghai was originally operating at full capacity. Cui Dongshu judged that according to the calculation of the passenger Federation, the epidemic situation in Shanghai and other places is expected to bring 20% production loss to the production of the automobile industry. At the same time, the Jiangsu Zhejiang Huizhou zone with Shanghai as the core is also the core area for the supply of core auto parts. The epidemic situation in Shanghai will have a great impact on the supply of key parts in the auto industry.
military industry, real estate, wine making, semiconductor and other sectors led the decline
Nonferrous metals, semiconductors, power equipment, automobiles, military industry, consumer electronics, communication equipment, beverage manufacturing and other sectors also fell sharply.
logistics sector bucked the trend and lifted the limit tide
More than 10 individual stocks such as Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Jiangsu Feiliks International Logistics Inc(300240) , Jiangsu Wanlin Modern Logistics Co.Ltd(603117) , etc. collectively rose the limit. In terms of news, on the evening of April 10, the opinions on accelerating the construction of a national unified market was released, which mentioned that we should vigorously develop third-party logistics, support the construction of digital third-party logistics delivery platform, promote the innovation of science and technology and business model of third-party logistics industry, cultivate a number of digital platform enterprises and supply chain enterprises with global influence, and promote the cost reduction and efficiency increase of logistics in the whole society.
agricultural stocks rose in the afternoon
Trading limit of Hainan Shennong Technology Co.Ltd(300189) , Zhongnongfa Seed Industry Group Co.Ltd(600313) , Gansu Dunhuang Seed Group Co.Ltd(600354) and other stocks.
prefabricated dishes performed strongly
Suzhou Weizhixiang Food Co.Ltd(605089) Zhengzhou Qianweiyangchu Food Co.Ltd(001215) Cnfc Overseas Fisheries Co.Ltd(000798) .
Guotai Junan Securities Co.Ltd(601211) research report shows that the rebound of the epidemic in Omicron stage has certain particularity. We evaluate the impact of the epidemic from the perspectives of transportation, agriculture, consumption and investment. The impact of PQ on the whole year is expected to be 0.5% to 0.5% and 0.5% to 0.5% of GDP 2~0.7%。 Under the overlapping of the established growth target and the impact of the epidemic, on the one hand, the impact of the epidemic prevention strategy on the economy will continue to expand, on the other hand, the focus of steady growth falls on the remaining investment side, and the force is expected to face the possibility of upward repair.
The interest rate spread of China US 10-year Treasury bonds has been upside down for the first time since 2010! This morning, the yield of U.S. 10-year Treasury bond rose 5.5bp to 2.764%, while the yield of China's 10-year Treasury bond 220003 was flat, and the valuation of Japanese and Chinese bonds was 2.7525%.
Chen Guo, chief analyst of China Securities Co.Ltd(601066) securities strategy, believes that the direct reason for the rapid narrowing and even upside down of the interest rate gap between China and the United States is that the Fed's rapid interest rate hike and table contraction promote monetary normalization, resulting in the rapid rise of the interest rate of us bonds of various maturities. The fundamental reason is the dislocation of the economic and policy cycles of the two countries in the process of epidemic recovery.
The national strategy points out that the direct trigger for the narrowing or even upside down of the interest rate gap between China and the United States in each period of this round is the rapid rise of the US bond interest rate under the accelerated tightening of the Federal Reserve, but the root cause is also the dislocation of the economic cycle and the reverse of the policy cycle of the two countries after the outbreak
Rare upside down leads to A-share slump. How does the upside down of China US interest rate spread affect the stock bond exchange? Here comes the latest interpretation
