The executive meeting of the State Council held on the 13th deployed 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.
Affected by the above policy guidance, 14 days ago, the consumption concept stocks such as catering, automobile, household appliances, Baijiu and liquor rose. Shaanxi Coal Industry Company Limited(601225) was even high, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , China Tourism Group Duty Free Corporation Limited(601888) , Midea Group Co.Ltd(000333) , Byd Company Limited(002594) and Gf Securities Co.Ltd(000776) were all up.
In the liquor index, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) , tianyoude liquor, Weilong Grape Wine Co.Ltd(603779) and Jiugui Liquor Co.Ltd(000799) , Luzhou Laojiao Co.Ltd(000568) rose by more than 5% Kweichow Moutai Co.Ltd(600519) rose 2.75% and returned to above 1800 yuan.
Among the catering and tourism stocks, Xi’An Catering Co.Ltd(000721) rose by the limit and China Tourism Group Duty Free Corporation Limited(601888) rose by more than 6%.
Real estate stocks recovered, Beih-Property Co.Ltd(600791) , Chongqingyukaifaco.Ltd(000514) , Cccg Real Estate Corporation Limited(000736) , etc. Photovoltaic, lithium battery and green power sectors are in the doldrums, and Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) , Ja Solar Technology Co.Ltd(002459) , etc. have declined one after another.
As of midday closing, more than 2900 stocks rose and more than 1600 stocks fell. The Shanghai Composite Index rose 0.73% in midday trading. Dragged down by heavyweight stocks such as Contemporary Amperex Technology Co.Limited(300750) , Chongqing Zhifei Biological Products Co.Ltd(300122) and so on, the gem index fell 0.53% and hit a new low in the session, rising nearly 1% before. Northbound capital suspended trading today due to Hong Kong public holiday.
sudden Black Swan
two vaccine giants collapsed
Under the epidemic situation, it was not easy for the vaccine stocks to improve. Today, there was a sudden black swan, and more than 100 billion big white horses collapsed in an instant.
It is reported that the World Health Organization’s advisory expert group on immunization strategy (SAGE) recently held a meeting to review the evidence of one dose of human papillomavirus (HPV) vaccine, and concluded that a single dose of HPV vaccine can provide reliable protection, which is equivalent to the effect of two or three doses of vaccination scheme
This means that one shot of HVP vaccine has the same effect as three shots, and the stocks that mainly fight HPV vaccine are directly killed.
Chongqing Zhifei Biological Products Co.Ltd(300122) collapsed by nearly 20%, and the total market value fell back below 200 billion. The growth enterprise market turned green after rising by more than 1%.
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) once fell to the limit. As of press time, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) fell to the limit again, closing at 256.04 yuan, with a total market value of 155.4 billion yuan.
The topic of HPV vaccine ranked first on the microblog hot search list
covid-19 detection is on fire again
In early trading on the 14th, the covid-19 detection concept strengthened, with covid-19 antigen detection index and covid-19 pneumonia detection index leading the whole market.
The growth enterprise market Zhejiangtailin Bioengineering Co.Ltd(300813) raised the closing board, Andon Health Co.Ltd(002432) , Saili medical, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Ningbo Tianlong Electronics Co.Ltd(603266) rose by more than 10%.
brokerage analyst: short term wait and see
Haitong Securities Company Limited(600837) believes that from a comprehensive point of view, the market has just made a second bottom, the rebound of the market is insufficient, and the enthusiasm for the admission of off-site funds is not strong. If the market wants to make a breakthrough, it still needs to stop the decline of popular track stocks and stabilize, and the market is still in the stage of repeated shocks and bottoming in the short term.
Central China Securities Co.Ltd(601375) pointed out that it is expected that the short-term slight consolidation of the Shanghai index is more likely, and the short-term downward trend of the gem is more likely. Investors are advised to wait and see for a while in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Citic Securities Company Limited(600030) pointed out that undervaluation and high certainty of performance growth are still the core basis for the rise of the coal sector, and the recent market style and sentiment also contribute to the improvement of the valuation of the sector. After the sharp rise, we think we can also focus on high-quality coal companies with attractive valuation and relatively small early increase.
China Securities Co.Ltd(601066) pointed out that the current valuation of Internet companies in the head has been significantly low, with a prominent safety margin. Sometimes, the worst time of Internet companies has passed, and it is expected to usher in a slow valuation repair in the future.
Soochow Securities Co.Ltd(601555) pointed out that the valuation of electric vehicles has fallen to the bottom, the high outlook continues in 2022, and the leading performance is expected to maintain a high increase of 80-100%. We continue to look at the electric vehicle leaders in an all-round way. The first main line is optimistic about the battery link of profit restoration in 2022, with a good long-term pattern and superimposed energy storage support; The second main line is battery technology upgrading; Article 3 is the leader of continuous shortage; Article 4 pay attention to the shortage of lithium and the price exceeding expectations.
burst! Russian Black Sea Fleet Flagship exploded
The crew of the “Moscow” missile cruiser was evacuated after an explosion of ammunition caused by a fire, the Russian Defense Ministry said in a statement Wednesday. The Russian military said the cruiser was “seriously damaged” and added that the cause of the fire was under investigation
RT: the military said the Russian warship was “seriously damaged” by the explosion
Rt said that the “Moscow” missile cruiser is the flagship of Russia’s Black Sea fleet and has been operating off the coast of Ukraine since February this year.
Russian Black Sea fleet flagship “Moscow” missile cruiser caught fire
On the 14th local time, the Russian Ministry of Defense announced that the missile cruiser “Moscow”, the flagship of the Russian Black Sea fleet, had a fire and caused the ammunition carried by the warship to explode, causing serious damage to the ship. At present, all personnel on board have been evacuated and the cause of the fire is being investigated.
The head of the Odessa military and political administration of Ukraine said on the 13th that the Ukrainian army used the “Neptune” missile to seriously damage the missile cruiser “Moscow”, the flagship of the Russian Black Sea fleet. Alestovic, the chief adviser of the office of the president of Ukraine, also told the Ukrainian media that the missile cruiser “Moscow” was shot and caught fire.
Screenshot of CCTV report
“at present, the hope of ending the battle quickly is slim”
According to reference news, according to the website of Russia’s Moscow Times on April 12, the Russian army stepped up the action of attacking and occupying the Ukrainian port city of Mariupol on Tuesday, which is part of the expected large-scale attack on eastern Ukraine.
The report said that at present, it seems that there is little hope of a rapid end to the fighting. Putin said that Moscow will carry out military operations according to its own timetable and reject the call of the international community for a ceasefire.
“Our task is to achieve all set goals and minimize losses. We will act rhythmically and calmly in accordance with the plan originally proposed by the general staff,” Putin said at a press conference
According to Russian satellite news agency Moscow on April 13, Russian Defense Ministry spokesman Eaglerise Electric & Electronic (China) Co.Ltd(002922) . Konashenkov said that more than 1000 Ukrainian Marines surrendered in Mariupol.
“1026 soldiers of the 36th Ukrainian marine brigade stationed in Mariupol have voluntarily laid down their arms and surrendered,” he said
According to the report, Konashenkov pointed out that the surrenders included 162 officers and 47 female soldiers. He added: “151 Ukrainian army wounded received medical treatment on the spot and were then sent to the hospital.”
In addition, according to Reuters reported in Kiev on April 13, Ukrainian President zelenski ridiculed Moscow’s assertion that the war against Ukraine was progressing smoothly on the 13th, and asked how President Putin could approve a plan to kill so many Russians.
“In Russia, some people say that their so-called ‘special operations’ are carried out as planned. But to be honest, no one in the world can understand such a plan or even come out,” Zelensky said in a video speech
According to Agence France Presse, Paris, April 12, French President macron said on Tuesday that Putin had “decided not to stop” his actions in Ukraine because “he himself needs a military victory”, although he “realized that Ukraine will not yield”.
In an interview article published by viewpoint weekly, macron pointed out that in this context, Mariupol “may be a focus because it is a symbol of Ukraine’s rejection of Putin”.
The report said that by focusing on the offensive against Donbas, the Russian president sought to “win a victory and hold a grand military parade of glory on May 9, which is very important to Russia”. Therefore, macron believes that “I don’t believe that our collective ability will bring it back to the negotiating table in the short term”.
Macron also explained on several telephone conversations with the Russian President: “if he doesn’t have anyone to talk to, we don’t know where he will go. So I insist on talking to him again and again. When people fall into a cycle of violence, the hardest thing is to stop. The danger is that they may fall into an irreversible state.”
