April 14th (Thursday), the essence of today’s headlines is:
China Securities Journal
Foreign trade has a “stable start” and is resilient enough to meet challenges
According to the data released by the General Administration of Customs on April 13, the total import and export value of China’s goods trade in the first quarter was 9.42 trillion yuan, a year-on-year increase of 10.7%, maintaining a positive year-on-year growth for seven consecutive quarters. Among them, the export growth rate in March remained in double digits, exceeding market expectations.
We will strengthen export tax rebates and timely use monetary policy tools such as RRR reduction
Premier Li Keqiang chaired an executive meeting of the State Council on April 13 to deploy policies and measures to promote consumption, help stabilize the economic fundamentals and ensure the improvement of people’s livelihood; Decided to further strengthen policy support such as export tax rebate to promote the steady development of foreign trade; Determine measures to increase financial support for the real economy and guide market players to reduce financing costs.
The net value of the fund continued to rise, and heavy positions of real estate stocks became “winners and losers”
Since March this year, the real estate sector has stepped out of the independent market, and the net fund value of heavy real estate stocks has continued to rise. There are signs that while some fund managers join the ranks of “real estate fans”, many fund managers choose to reduce their holdings of real estate stocks, and they have differences on the future research and judgment of real estate stocks.
“Gold rush” and “buy” hedge funds
International gold prices have entered the upward channel, and many investors choose to use gold ETFs and gold stocks for layout. Market participants said that high inflation in the US and European economies may support the safe haven demand for gold, and gold jewelry consumption and central bank gold purchase measures are also expected to support gold prices
Shanghai Securities News
Timely cut reserve requirements, expand consumption and speed up export tax rebate. The national standing committee will deploy a series of heavy policies for steady growth
Under the triple pressure of shrinking demand, insufficient supply and weakening expectations, the executive meeting of the State Council held on the 13th deployed policies and measures to promote consumption to help stabilize the economic fundamentals and ensure the improvement of people’s livelihood; Decided to further strengthen policy support such as export tax rebate to promote the steady development of foreign trade; Determine measures to increase financial support for the real economy and guide market players to reduce financing costs.
China’s foreign trade is resilient! It has maintained positive growth for seven consecutive quarters
In the first quarter of this year, China’s foreign trade achieved a stable start. At the press conference on import and export in the first quarter held by the state information office yesterday, Li Kuiwen, spokesman of the General Administration of customs, said that China’s foreign trade import and export had maintained positive year-on-year growth for seven consecutive quarters. In the first quarter of this year, it increased by more than 10% year-on-year, laying a good foundation for achieving the annual goal.
Commodity price rise superimposed on the prosperity of the first quarter report, and A-Shares staged a “coal flying dance” market
On Wednesday, the three major A-share indexes returned to adjust the pattern. Heavyweight sectors such as medicine, new energy and infrastructure fell, dragging down the index, and the Shanghai index competed around the 3200 point mark. As of the close, the Shanghai Composite Index closed at 318682 points, down 0.83%; Shenzhen composite index reported 1156817 points, down 1.60%; Gem index reported 246684 points, down 2.25%.
The international oil price returns to the top of $100, and the follow-up trend of institutional disputes
After a period of high retreat, international oil prices have recently returned to the upward trend. On April 12 local time, NYMEX’s may light crude oil futures closed up 7.1% to US $100.98/barrel, returning to above US $100 for the first time since April 5; Brent crude oil futures in June closed up 6.55% to US $104.93/barrel, the largest increase this month
Securities Times
National Standing Committee: strive to stabilize current consumption and timely use the RRR reduction tool
Premier Li Keqiang chaired an executive meeting of the State Council on April 13 to deploy policies and measures to promote consumption, help stabilize the economic fundamentals and ensure the improvement of people’s livelihood; Decided to further strengthen policy support such as export tax rebate to promote the steady development of foreign trade; Determine measures to increase financial support for the real economy and guide market players to reduce financing costs.
In the first quarter, foreign trade achieved a stable start, and the total import and export value increased by 10.7%
On April 13, the Information Office of the State Council held a press conference on import and export in the first quarter of 2022. Li Kuiwen, spokesman of the General Administration of customs and director of the Department of statistics and analysis, said that according to customs statistics, the total import and export value of China’s goods trade in the first quarter of this year was 9.42 trillion yuan, a year-on-year increase of 10.7%.
The middle and lower reaches resist the impact of superimposed epidemic, and the price of lithium carbonate falls below 500000 yuan for the first time
The resistance of middle and lower reaches manufacturers to high priced lithium has received some feedback. The superimposed epidemic has impacted the supply chain and blocked logistics, resulting in some manufacturers reducing production scheduling and lithium carbonate price correction. The industry expects that the overall supply of lithium carbonate will be tight this year, but it will reach a balance in the next 2-3 years.
Attracting the attention of five “top flow” fund managers to small stocks can also pull the cart?
An unknown small cap stock has attracted the collective attention of the five “top stream” fund managers. Due to the 5% listing line and the fund’s “double ten regulations”, small cap stocks are often not attractive to fund managers managing large-scale funds. However, according to the latest disclosed fund research minutes, the A-share company Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) with a market value of only 12.3 billion yuan attracted five star fund managers one day. Most of them managed large-scale funds. By the end of last year, Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) had not entered the investment field of mainstream funds
Securities Daily
The 2022 work plan of the industrial Internet special working group was released. The Ministry of industry and information technology: support qualified industrial Internet enterprises to go public
According to the Ministry of industry and information technology on April 13, the Ministry of industry and information technology recently issued the 2022 work plan of the industrial Internet special working group (hereinafter referred to as the plan). In terms of broadening the source of funds, the plan proposes to support qualified industrial Internet enterprises to issue securities for the first time, list at the basic level and innovation level of the national share transfer system, and refinance through additional issuance, allotment of shares, convertible bonds and other means.
The progress of large-scale tax rebate was accelerated, and more than 200000 taxpayers received a tax rebate of 155.7 billion yuan in 11 days
From April 11 to 12, Premier Li Keqiang said during his inspection in Jiangxi that the progress of tax rebate should be further accelerated and enterprises should get real gold and silver as soon as possible. According to the latest data released by the State Administration of Taxation, from April 1 to 11, the national tax departments handled 155.7 billion yuan of tax rebates for 203000 taxpayers. This means that in just 11 days, the progress of VAT rebate of 1.5 trillion yuan has reached 10.4%.
The “third reading” of the futures and derivatives law is imminent, and the industry is expected to promulgate and implement it within this year
Experts interviewed by the Securities Daily believe that the futures and derivatives law is expected to be reviewed and approved after the third reading and will be implemented within the year.
After the implementation of the futures and derivatives law, it will significantly improve the marketization, legalization and internationalization of the futures market, promote the healthy development of the futures and derivatives market and better serve the real economy.
During the year, 237 raised investment projects were “diverted” and were “abandoned” after the project funds were not started
On April 13, Shenzhen Kingdom Sci-Tech.Ltd(600446) issued an announcement to supplement the previous changes in the raised funds: in March 2021, Shenzhen Kingdom Sci-Tech.Ltd(600446) completed the non-public offering of shares, with a total raised funds of 1.001 billion yuan. However, only one year later, on March 25, 2022, the company convened the board of directors to review and decide to adjust the original raised investment project
people’s daily
In the first quarter, foreign trade started smoothly, and the total import and export value of goods trade was 9.42 trillion yuan, an increase of 10.7% year-on-year
Data released by the General Administration of Customs on the 13th showed that China’s foreign trade started smoothly in the first quarter of this year, with a total import and export value of 9.42 trillion yuan, a year-on-year increase of 10.7%. Among them, the export was 5.23 trillion yuan, an increase of 13.4%; Imports reached 4.19 trillion yuan, an increase of 7.5%
21st Century Business Herald
The digital economy industry is developing rapidly, and the performance of Listed Companies in the industrial chain is gratifying
Digital economy is becoming a key force to restructure factor resources, reshape economic structure and change the world competition pattern. It leads a new round of scientific and technological innovation and industrial reform, and affects and changes the whole process of various fields of economic and social development.
Private institutions “enlarged move”: reduce the warning line of product liquidation, and it is difficult for high net worth customers to pay
With the increase of stock market volatility, the net value of private equity funds continues to retreat. More and more private equity institutions have “found another way” in order to avoid early liquidation of products
first finance
The latest deployment of the national standing committee to promote consumption, stabilize foreign trade and help enterprises rescue
Premier Li Keqiang chaired an executive meeting of the State Council on April 13 to deploy policies and measures to promote consumption, help stabilize the economic fundamentals and ensure the improvement of people’s livelihood; It is decided to further strengthen policy support such as export tax rebate to promote the steady development of foreign trade.
The enthusiasm of A-Shares to play new shares has decreased significantly, and the highest proportion of abandonment has exceeded 30%
2021 is a well deserved new share issuance year. What about the new share market in 2022? A few figures may illustrate some problems. It has long been history to make new profits without losing. Whether new shares can be bought and how to buy them have become a “technical job”
economic reference
Focus on strengthening the weakness of financial risk prevention supervision
The central bank recently held a teleconference on financial stability, pointing out that in 2021, the financial stability system has achieved positive results in accurate bomb removal, reform and insurance, front-end treatment, and building mechanisms to make up for weaknesses. Continuing the tone of last year, risk prevention is still one of the themes of financial supervision in 2022.
More than 1200 companies disclosed 10 billion “red envelopes” of dividend schemes
A-share listed companies pay more and more attention to returning investors with “real gold and silver”. Data show that as of press time on the 13th, more than 1200 A-share listed companies have disclosed dividend plans, with a total cash dividend of more than trillion yuan, including 10 billion cash “red envelopes”. In recent years, the awareness of listed companies to repay investors has been continuously strengthened, and the cumulative cash dividend in the last three years has been 4.4 trillion yuan.
