China Central Television: Xi Jinping during his inspection in Hainan, he stressed that we should emancipate our minds, explore and innovate, work together, overcome difficulties and accelerate the construction of a free trade port with Chinese characteristics with world influence. [details]
interface news: in view of the changes in the current situation, large banks with high provision level are encouraged to reduce the provision rate in an orderly manner, timely use reserve reduction and other monetary policy tools, further increase financial support to the real economy, especially industries seriously affected by the epidemic, small and medium-sized enterprises and individual industrial and commercial households, reasonably transfer profits to the real economy and reduce comprehensive financing costs. [details]
financial Associated Press: the Ministry of industry and information technology issued the 2022 work plan of the industrial Internet special working group, which will continue to improve the construction of the national industrial Internet big data center and comprehensively promote the construction of regional and industrial sub centers. Specific measures include accelerating the construction of 5g full connection factory. Support industrial enterprises to comprehensively use edge computing and other technologies to improve the networking level of all production links. We will continue to build a private Internet platform system for the energy industry. Based on the private network platform, strengthen the convergence of economic and consumption indicators in the energy industry. [details]
China Securities Association: in recent years, China’s NFT (non fungible token) market has continued to heat up. As an innovative application of blockchain technology, NFT shows certain potential value in enriching the digital economy model and promoting the development of cultural and creative industries, but there are also risks and hidden dangers such as speculation, money laundering and illegal financial activities. In order to prevent financial risks, protect the legitimate rights and interests of consumers and maintain the healthy ecology of the industry, China Internet Finance Association, Bank Of China Limited(601988) Industry Association and China Securities Industry Association jointly appeal to member units to jointly launch initiatives. [details]
macro economy
financial Associated Press: the general office of Guangdong Provincial People’s government issued the “14th five year plan” for energy development in Guangdong Province. It is proposed that the main objectives in 2025 are: the comprehensive energy production capacity will reach more than 100 million tons of standard coal, the total installed capacity of power in the province will reach 238 million KW, the maximum power transmission capacity of West to East power transmission will reach 45 million kW (transmission end), and the natural gas supply capacity will reach 80 billion m3 / year. We will promote the development of energy industry clusters, vigorously develop advanced nuclear energy, offshore wind power, Cecep Solar Energy Co.Ltd(000591) and other advantageous industries, accelerate the cultivation of emerging industries such as hydrogen energy, energy storage and smart energy, and build new energy industry clusters with differentiated layout. By 2025, the operating revenue of the new energy industry in the province will reach 730 billion yuan, forming China’s leading new energy industry cluster. [details]
central bank: in order to implement the decisions and arrangements of the CPC Central Committee and the State Council, guide financial institutions to fully, accurately and comprehensively implement the new development concept, and increase financial support for energy supply, the business management department of the people’s Bank of China designed and issued special products for rediscount of energy supply, and provided the first batch of 890 million yuan of bill financing support for 10 thermal power enterprises. Next, the business management department of the people’s Bank of China will guide the financial institutions under its jurisdiction to earnestly implement the decisions and arrangements of the CPC Central Committee and the State Council, so as to provide strong financial guarantee and support for China’s energy transformation; Give full play to the role of monetary policy tools in driving and leveraging credit in key areas and weak links, and serve the work of stabilizing the market and ensuring people’s livelihood. [details]
China Securities Journal: the general office of the Ministry of agriculture and rural areas issued a notice on the implementation of the revitalization plan of “cultivators” on April 13. In 2021, the Ministry of agriculture and rural areas and Tencent signed a strategic cooperation agreement on the “cultivator” revitalization plan to carry out free training for the backbone of rural governance and the leaders of new agricultural business entities. The “cultivator” revitalization plan will be fully launched in 2022. [details]
Legal Daily: recently, the news about “several banks reducing the online trading limit of personal accounts” has attracted extensive attention. The reporter of rule of law daily consulted the relevant person in charge of the CBRC and got a reply that the CBRC did not issue special documents. [details]
industry trends
financial Associated Press: passenger car association data show that in the first week of April this year, the overall retail sales in the narrow passenger car market reached 25000 units per day, a year-on-year decrease of 32%. The performance is serious and relatively weak, with a decrease of 39% compared with the average in the first week of March this year. Due to the fierce retail sprint in the last week of March, it is normal to have a large decline this week. [details]
surging news: on April 13, the Shanghai Municipal Medical Insurance Bureau announced that in order to do a good job in the prevention and control of covid-19 pneumonia in the city, more effectively respond to the changes of the epidemic situation, reduce the cost of epidemic prevention and control and social operation, and protect the people’s life and health, the price of nucleic acid single sample testing carried out by public medical institutions in the city has been reduced from 40 yuan to 28 yuan since April 13, 2022, Further reduce the cost burden on the masses. [details]
Xinhuanetco.Ltd(603888) : Liu Yafang, deputy director of the science and Technology Department of the national energy administration, revealed at the “China Center for international economic exchange – UNDP Hydrogen Energy Industry Summit Forum” recently that China has made a new breakthrough in hydrogen energy refueling. More than 250 hydrogen refueling stations have been built, accounting for about 40% of the world’s total. The number of hydrogen refueling stations ranks first in the world. She said that in order to cope with climate change, China, like other major economies in the world, attaches great importance to the development of hydrogen energy technology and industry. So far, more than 200 hydrogen energy planning and guidance opinions have been issued in more than 20 provinces in China. [details]
CCTV news client: on April 13, 4, the State Food and Drug Administration approved three covid-19 virus antigen detection reagents to be put on the market. Covid-19 virus antigen detection reagent is applicable to the population specified in covid-19 virus antigen detection application scheme (Trial) (joint prevention and control mechanism Zongfa [2022] No. 21). As of April 13, the State Food and drug administration has approved 27 covid-19 virus antigen detection reagent products. [details]
stock market focus
Securities Times website: Huaxin Securities believes that prefabricated vegetables are vegetables that can be cooked or eaten directly after cutting, stirring, pickling, rolling, molding, seasoning and other processes with agricultural, livestock, poultry and aquatic products as raw materials and various auxiliary materials or food additives. They are characterized by convenience and efficiency.
At present, the prefabricated vegetable industry is in the blue ocean stage. The BC end ushers in development opportunities and has broad development space. The industry is rated as “overweight”. [details]
first finance and Economics: since this year, the breaking tide has become stronger and stronger, and the mentality of “innovators” is facing collapse. First financial statistics found that since 2022, 95 new shares of A-Shares have been listed, with 24 breaking shares on the first day alone. Among the 524 stocks listed in 2021, there are only 22 breaking shares on the first day. In other words, in less than four and a half months this year, the breaking volume of new shares has exceeded that of last year. [details]
On April 13, the logistics sector was once stronger again, and individual stocks set off a rising tide with individual stocks, 603 Jiangsu Wanlin Modern Logistics Co.Ltd(603117) 889 , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Sinotrans Limited(601598) , Shanghai Shine-Link International Logistics Co.Ltd(603648) limit, Jiangsu Feiliks International Logistics Inc(300240) , Jiangsu Xinning Modern Logistics Co.Ltd(300013) increase by more than 10%. Anxin Securities pointed out that due to the impact of the epidemic in the short term, pessimism was fully released. We generally believe that the worst impact has passed and the inflection point of the industry will appear. [details]
Securities Times: on April 13, the silicon branch of China Nonferrous Metals Industry Association announced the latest price of Cecep Solar Energy Co.Ltd(000591) grade polysilicon. This week, China’s polysilicon prices continued to rise slightly, with the average transaction price of single crystal re feeding, single crystal compact and single crystal cauliflower materials rising by about 0.3%. This is the 13th consecutive week that the price of Cecep Solar Energy Co.Ltd(000591) grade polysilicon has risen. Compared with the price of last week, the lowest transaction price of various silicon materials remained unchanged, but the highest price increased by 2 Fawer Automotive Parts Limited Company(000030) 00 yuan / ton, and the overall price rose. [details]
subscription of new shares: aibulu
new bond subscription: Yongji convertible bonds
IPO: none
new bond listing: heavy bank convertible bond
corporate news
Zhejiang Dingli Machinery Co.Ltd(603338) : the implementation of the “double negative” tax rate will have a certain impact on the U.S. market development and profitability
Livzon Pharmaceutical Group Inc(000513) Li Zhu reagent New Coronavirus antigen detection kit (latex method) approved for listing
st Xifa: 23456 factor company’s external lending of funds can not be effectively solved. Wang Guoqiang resigned as an independent director
st national medicine: subordinate hospitals have received the notice of follow-up visit from Xi’an Health Commission
Jiangxi Special Electric Motor Co.Ltd(002176) : first quarter net profit increased 760.96% – 829.29% year on year
Guangxi Yuegui Guangye Holdings Co.Ltd(000833) : estimated net profit in the first quarter increased by 2891% year-on-year
Jizhong Energy Resources Co.Ltd(000937) : estimated net profit in the first quarter increased by 483.98% – 515.05% year on year
Anhui Anli Material Technology Co.Ltd(300218) : first quarter net profit increased by 497.84% – 534.07% year on year
Qianjiang Yongan Pharmaceutical Co.Ltd(002365) : first quarter net profit increased by 520% – 570% year on year
Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) : estimated net profit in the first quarter increased by 232% – 275% year-on-year
Shandong Minhe Animal Husbandry Co.Ltd(002234) : expected loss of 170 million yuan to 200 million yuan in the first quarter
Boc International (China) Co.Ltd(601696) : Jiangxi Copper Co., Ltd. and its persons acting in concert intend to reduce their holdings of no more than 4% of the company’s shares
Jiangsu Chinagreen Biological Technology Co.Ltd(300970) : shareholders’m & a growth and high-tech investment development plan to reduce their total holdings of no more than 6% shares
data list
Shanghai and Shenzhen Stock Markets: on April 13, the three major stock indexes of A-Shares weakened, the Shanghai index once turned red in the afternoon, and more than 3600 stocks in the two markets fell. As of the close, the Shanghai index fell 0.83%, the Shenzhen composite index fell 1.6% and the gem index fell 2.25%. On the disk, the coal sector rose sharply, and individual stocks were almost red across the board; The warehousing and logistics sector was strong again, the nonferrous metals, oil, gas and heating, steel and banking sectors were stronger, the Internet, tourism, medicine, semiconductor and other sectors were adjusted, and the decline of digital currency, online games and the concept of meta universe ranked first.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 0.26%, Hang Seng technology index closed up 0.45%. Energy stocks rose, with Yankuang energy up more than 7% and China Coal Energy Company Limited(601898) up more than 5%. Pharmaceutical stocks led the decline, with kingship biotechnology down more than 6% and Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) down more than 5%.
Shanghai Shenzhen Hong Kong stock connect: april 13, northbound funds sold a small net 498 million yuan throughout the day, of which 389 million yuan was bought by Shanghai Stock connect and 887 million yuan was sold by Shenzhen Stock connect. Among the top ten traded stocks, Kweichow Moutai Co.Ltd(600519) , Zijin Mining Group Company Limited(601899) , China Merchants Bank Co.Ltd(600036) net purchases ranked among the top three, with net purchases of 394 million yuan, 339 million yuan and 290 million yuan respectively. The top three stocks that were net sold were Longi Green Energy Technology Co.Ltd(601012) , Wuliangye Yibin Co.Ltd(000858) , and China stock market news, with net sales of 332 million yuan, 273 million yuan and 161 million yuan respectively.
dragon and tiger list: on April 13, the largest net capital inflow was Xinjiang Communications Construction Group Co.Ltd(002941) , which was 167 million yuan. Data show that the stock closed at the daily limit, with a turnover rate of 11.69% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats was 129 million yuan, and CICC Shanghai Branch was 36.534 million yuan. A total of 26 stocks were involved in the institutional participation list, of which 12 were net bought by the institution, Andon Health Co.Ltd(002432) was the most bought, with a net purchase of 150 million yuan in three days.
In addition, 14 shares were sold by institutions, and Zhejiang Ausun Pharmaceutical Co.Ltd(603229) was sold the most, with a net sale of 175 million yuan in three days.
margin trading : as of April 12, the balance of Shanghai and Shenzhen stock markets was 1644913 million yuan, a decrease of 1.034 billion yuan compared with the previous trading day. Among them, the financing balance was 1556566 billion yuan, a decrease of 2.312 billion yuan compared with the previous trading day; The balance of securities lending was 88.347 billion yuan, an increase of 1.278 billion yuan over the previous trading day.
Shibor : Shibor reported 1.6650% overnight, down 10.7 basis points; Shibor reported 1.9660% in seven days, down 7.4 basis points; Three month Shibor reported 2.3470%, down 0.4 basis points
foreign exchange
On April 13, the central parity rate of RMB was reported at 6.3752, up 43 points, and the central parity rate of the previous trading day was reported at 6.3795 The onshore RMB closed at 6.3655 against the US dollar at 16:30 on April 13, up 56 points from the previous trading day
property market observation
Beijing News: april 12, the first batch of centralized land supply in Changsha in 2022 officially started shooting. This time, a total of 22 residential plots were sold in Changsha, and finally 19 were sold at the base price and 1 at a premium. Another two triggered the “circuit breaker” to enter the lottery transfer stage, with a total transaction price of 17.39 billion yuan and a total transfer area of about 1.196 million square meters. It is reported that more than 50 real estate enterprises participated in the registration this time. China Resources, China shipping, Jindi, Xuhui, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) and other brand real estate enterprises have gained, which is significantly warmer than the second and third rounds of centralized land supply in Changsha last year. [details]
China Securities News: on April 12, the official website of Shenzhen housing and Construction Bureau released the announcement on the availability of commercial housing and business apartments in the second quarter of 2022. As of April 12, 2022, there were 36 commercial housing and business apartment projects planned to enter the market in the second quarter of 2022, with an estimated supply area of 1.7495 million square meters and 19050 units, including 1.4589 million square meters of houses 14520 sets; Business apartments are 290600 square meters and 4530 sets. [details]
International Information
CCTV news client: the Kenyan government issued a warning on the 12th local time that African armyworm will spread in 11 regions of the country, which will have a serious impact on local food production. Since Uganda reported the first case of armyworm invasion at the end of March, this destructive pest has spread rapidly and has affected many regions of Africa so far. [details]
financial Associated Press: agriculture and agri Food Canada said that due to the outbreak of H5N1 highly lethal avian influenza, the national food industry is making adjustments to maintain the supply of poultry and eggs. About 260000 poultry and other birds infected with avian influenza have been culled in Canada. At the end of 2021, there was an epidemic of H5N1 avian influenza in Canada. The avian influenza caused by this virus is relatively serious and will be transmitted to humans. [details]
futures market
China Futures: China’s commodity futures mostly closed higher, with energy and chemicals leading the way. Shanghai nickel, fuel oil and crude oil rose more than 5%, asphalt and Shanghai zinc rose more than 3%, liquefied gas, urea and stainless steel rose more than 2%, methanol, PTA, palm oil, international copper and Shanghai Bank rose more than 1%. Apple fell more than 3%, and No. 20 glue, Shanghai tin, glass and iron ore fell more than 1%.
International Futures: international crude oil futures settlement price rose by more than 3%. The settlement price of WTI may crude oil futures closed up $3.65, or 3.63%, to $104.25/barrel. The settlement price of Brent crude oil futures in June closed up $4.14, or 3.95%, to $108.78/barrel. COMEX gold futures in June closed up 0.4%, rising for the fifth consecutive trading day to US $198470/oz
overseas index
U.S. stock market: the three major U.S. stock indexes closed higher, with the NASDAQ up 2.03%, the Dow up 1.01% and the S & P 500 up 1.12%. Zhonggai new energy vehicle stocks collectively strengthened, with Xiaopeng automobile rising by more than 7%, Weilai automobile and ideal automobile rising by more than 4%, and Tesla rising by more than 3%.
European stock markets: major European stock indexes ended mixed, with Germany’s DAX index down 0.34%, France’s CAC40 index up 0.07% and Britain’s FTSE 100 index up 0.05%.
Asia Pacific Stock Market: Nikkei 225 index closed up 1.93% to 2684349 points. South Korea’s Kospi index closed up 49.73 points, or 1.86%, at 271649.
