daily selection
China Central Television: General Secretary of the CPC Central Committee, President of the state and chairman of the Central Military Commission Xi Jinping 12 visited the Wenchang space launch site and extended sincere greetings to all comrades at the launch site on behalf of the CPC Central Committee and the Central Military Commission Xi Jinping stressed that Wenchang space launch site is a launch site for China’s new generation of high thrust launch vehicles, an important bridgehead for China’s deep space exploration, and plays a special and important role in China’s space system. We should vigorously carry forward the spirit of “two bombs and one satellite” and the spirit of manned spaceflight, adhere to facing the world Addsino Co.Ltd(000547) frontier and the major strategic needs of national spaceflight, strengthen mission responsibility, have the courage to innovate and make breakthroughs, comprehensively improve the modern spaceflight launch capacity, and strive to build a world-class spaceflight launch site. [details]
China Central Television finance and Economics: sun Guofeng, director of the Monetary Policy Department of the people’s Bank of China, said that since this year, the monetary policy has adhered to the principle of stability and seeking progress while stability, the prudent monetary policy is flexible and appropriate, the policy force is appropriate, and the financial support to the real economy has been increased. In the next step, the people’s Bank of China will continue to implement the decisions and arrangements of the CPC Central Committee and the State Council, implement the spirit of the central economic work conference and the measures of the government work report, timely use monetary policy tools such as RRR reduction in accordance with the requirements of the Executive meeting of the State Council, further strengthen financial support for the real economy, especially industries seriously affected by the epidemic, small, medium-sized and micro enterprises and individual industrial and commercial households, and reasonably transfer profits to the real economy, Reduce comprehensive financing costs. In terms of total amount, we should maintain reasonable and sufficient liquidity and enhance the stability of the growth of total credit. [details]
financial Associated Press: recently, researchers at the University of Florida (UF) helped develop a covid-19 detection equipment, which can detect covid-19 virus infection in just 30 seconds, and its sensitivity and accuracy are no less than PCR, that is, polymerase chain reaction detection, which is the gold standard for covid-19 detection. At the moment, they are working with scientists from Yangming University in Taiwan, China. [details]
macro economy
surging news: according to the People.Cn Co.Ltd(603000) “leadership message board” on April 13, in response to the netizen’s message that “Beijing assisted reproductive technology service was incorporated into medical insurance on March 26, went to the hospital to ask, said there was no such policy” @ Beijing 12345 replied on the 13th that the implementation of Beijing assisted reproductive technology service project into the payment scope of medical insurance was suspended. [details]
Ministry of water resources: on April 13, vice minister Wei Shanzhong presided over the 102 key water conservancy tasks of the national “14th five year plan” and the first dispatching meeting on the implementation of the central water conservancy construction investment plan in 2022, thoroughly implemented the spirit of the central economic work conference, the central rural work conference, the 2022 government work report and the deployment of the executive meeting of the State Council, and in accordance with the requirements of the national water conservancy work conference, Deploy and accelerate the construction of water conservancy projects. Zhong Zhiyu, chief engineer of the Ministry of water resources, attended the dispatching meeting. [details]
financial Associated Press: Liu Kun, Secretary of the Party group and Minister of the Ministry of finance, wrote that the implementation of the new combined tax support policy will promote the better development and activation of market players. In order to help market entities alleviate the current production and operation difficulties and respond to the expectations and needs of market entities, we will continue to implement a larger combined tax reduction and fee reduction this year. The central government has carefully designed the overall plan and specific path, combined phased measures and institutional arrangements, and carried out both tax rebate and tax reduction to provide strong support for stabilizing the macro-economic market. It is expected that the annual tax rebate and tax reduction will be about 2.5 trillion yuan. [details]
Xinhuanetco.Ltd(603888) : the reporter learned from the Beijing Municipal Development and Reform Commission on the 14th that recently, the “key points for Beijing to promote the coordinated development of Beijing, Tianjin and Hebei in 2022” was officially issued. It is proposed that Beijing will take the construction of a modern capital metropolitan area as the leadership to drive new breakthroughs in key areas of coordinated development. The key points are that we will pay close attention to the “ox nose”, unswervingly ease the non capital functions, strictly control the increment of non capital functions, guide the adjustment and exit of general production and manufacturing links that do not have comparative advantages, and promote the green, digital transformation and intelligent improvement of enterprises with upgrading conditions. [details]
industry trends
CCTV news client: the reporter learned from the China Textile Industry Federation that in the first quarter, China’s textile industry’s foreign trade continued to grow, and the export of textiles and clothing increased by 11.2% year-on-year, achieving a good start. [details]
Xinhua Finance and Economics: same trip released the travel trend report of May Day holiday on the 14th. During the small and long holidays, the local surrounding areas in low-risk areas across the country are booming, and tourists pay more attention to all kinds of in-depth play methods. In terms of travel theme, the museum has become the most popular choice for parent-child family travel, and the outdoor experience around camping is still popular. [details]
financial Associated Press: China Automobile Circulation Association data show that after three years of decline, automobile imports increased slightly in 2021, and 153000 vehicles were imported from January to February 2022, a slight decline of 4.8%; The import amount reached 60.68 billion yuan, a year-on-year increase of 9.7%. In recent years, the terminal demand for imported vehicles has remained relatively stable. Due to the short-term impact of the epidemic and chips, the imported vehicle market began to decline in 2020. 130500 vehicles were sold in January 2022, a year-on-year decrease of 14.4%. [details]
Shanghai Securities News: the latest global port development report (2021) released by Shanghai International Shipping Research Center shows that the global maritime trade and port production in 2021 show a rebound growth and slow recovery trend; However, the development of global ports still faces a series of risks such as trade protection, repeated epidemics and geographical conflicts. Therefore, it is expected that the global port production situation will continue to grow in 2022, but the growth rate may decline and gradually tend to a moderate recovery stage. The report also shows that in the ranking of the world’s top 20 cargo throughput ports in 2021, China occupied 8 seats. Among them, Ningbo Zhoushan port ranked first, Shanghai Port ranked second, Tangshan Port Group Co.Ltd(601000) ranked third, Qingdao Port International Co.Ltd(601298) and Guangzhou Port Company Limited(601228) ranked fourth and fifth respectively.
[details]
stock market focus
daily economic news: on April 11, the World Health Organization (who) announced on its official website that the who held an immunization strategy expert group (SAGE) meeting from April 4 to 7 to review the evidence of one dose of human papillomavirus (HPV) vaccine. The expert group considered that only one dose of HPV vaccine can produce the same immune effect as 2-3 doses, and can effectively prevent cervical cancer caused by HPV infection. Up to now, there are five HPV vaccines approved for marketing in the world, including GlaxoSmithKline’s bivalent HPV vaccine, MSD’s tetravalent HPV and jiuvalent HPV vaccine, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) ( Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) . SH) bivalent HPV vaccine and Walvax Biotechnology Co.Ltd(300142) ( Walvax Biotechnology Co.Ltd(300142) . SZ) bivalent HPV vaccine. The latter two enterprises are Chinese enterprises. On April 14, affected by the above news from who, A-share related stocks fell sharply. [details]
financial Associated Press: new shares broke to a new high, and the phenomenon of investors abandoning their purchases after winning the lot is also increasing gradually. Although according to the regulations of the Shanghai and Shenzhen Stock Exchange, investors have abandoned the purchase three times in 12 months, and will not be allowed to participate in the subscription of new shares / new bonds on the 180th, the number of successful shareholders who choose to abandon the purchase is still increasing. In this regard, some securities companies have issued rigid regulations to customers that shares shall not be abandoned after winning the lottery. For example, Caitong Securities Co.Ltd(601108) sent a service message to customers that “payment for winning new shares is an obligation of shareholders” and “no abandonment of purchase” for a time, which was not only puzzled by customers, but also discussed a lot in the securities industry. [details]
first finance and Economics: on April 14, many private medical stocks in the capital market rose sharply one after another. The market believes that behind the eye-catching performance of the share prices of these private medical stocks is to benefit from the policy boost. According to Xinhua news agency, the executive meeting of the State Council deployed policies and measures to promote consumption to help stabilize the economic fundamentals and ensure the improvement of people’s livelihood. Among them, the meeting pointed out that we should expand consumption in key areas, promote the consumption of services such as medical and health care, elderly care and childcare, and support social forces to make up for the shortage of service supply. [details]
Securities Times: epidemic situation is repeated, covid-19 detection demand is strong, and the performance of many companies increased greatly in the first quarter. On the disk, the covid-19 detection sector broke out again, and the concept index closed up 4.31%. The Shanghai Labway Clinical Laboratory Co.Ltd(301060) , Zhejiangtailin Bioengineering Co.Ltd(300813) 20% limit, Guangzhou Wondfo Biotech Co.Ltd(300482) rose nearly 15%, and Beijing Hotgen Biotech Co.Ltd(688068) rose 11%. After the announcement of Andon Health Co.Ltd(002432) performance forecast with a daily profit of more than 150 million yuan in the first quarter, the third board was harvested, and the Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) performance forecast announcement with a daily profit of more than 150 million yuan was released on the 14th, and the limit rose rapidly after the high opening of Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) performance forecast. The increased demand for covid-19 prevention and control has significantly promoted the performance of many companies in the sector. [details]
subscription of new shares: Guoneng Rixin
new bond subscription: Aidi convertible bond
IPO: anda intelligent, Qifeng Seiko
new bond listing: medium and special convertible bonds
corporate news
Xinjiang La Chapelle Fashion Co.Ltd(603157) :
Henan Dayou Energy Co.Ltd(600403) : other risk warnings of the company’s shares will be withdrawn from April 18
Youngy Co.Ltd(002192) : first quarter net profit increased by 12385% – 15159% year on year
Sinomine Resource Group Co.Ltd(002738) : first quarter net profit increased by 830.39% – 879.36% year on year
Jiangsu Bioperfectus Technologies Co.Ltd(688399) : net profit in 2021 increased by 45.59% year-on-year, and it is proposed to pay 100 yuan out of 10
Jiangsu Suyan Jingshen Co.Ltd(603299) : first quarter net profit increased by 324% – 366% year on year
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) : estimated net profit in the first quarter increased by 132.71% – 151.18% year-on-year
Shanxi Coking Coal Energy Group Co.Ltd(000983) : first quarter net profit increased by 155% – 185% year on year
Yunnan Yuntianhua Co.Ltd(600096) : first quarter net profit increased by 186.15% year on year
Gigadevice Semiconductor (Beijing) Inc(603986) : first quarter net profit increased by about 126% year-on-year
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) : net profit in 2021 increased by 462.32% year-on-year, and it is proposed to send 4.5 yuan in 10
Xinjiang Goldwind Science And Technology Co.Ltd(002202) : harmonious health plans to reduce its holdings by no more than 6%
Sino-Platinum Metals Co.Ltd(600459) : intends to place 3 shares to all shareholders 10, raising no more than 3 billion yuan
data list
Shanghai and Shenzhen Stock Markets: on April 14, the stock indexes of the two markets were divided. The Shanghai index and Shenzhen Composite Index rose by more than 1%, and the performance of the gem index was weak. Hot wheels, coal and Baijiu rose. As of the close, the Shanghai index rose 1.22%, the Shenzhen Composite Index rose 1.27% and the gem index fell 0.02%. In terms of sectors, the coal sector rose sharply, and several stocks such as Anyuan Coal Industry Group Co.Ltd(600397) rose by the limit; Brewing sector rose sharply, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) and other stocks rose by the limit; Covid-19 testing, real estate, food and beverage, semiconductors, steel and securities led the rise, while diamond cultivation, seed industry and tourism led the decline. About 3200 stocks in the two cities rose, and more than 80 stocks rose by 10%.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 0.67%, Hang Seng technology index closed up 1.2%. The e-cigarette sector rose, led by more than 10% rise of SIMORE international. Coal, catering, automobile and other sectors rose, Haidilao rose by more than 10%, Geely motor rose by more than 5%, Yankuang energy and China Coal Energy Company Limited(601898) rose by more than 3%.
Shanghai Shenzhen Stock connect: Shanghai Shenzhen Stock connect is closed on the 14th due to Hong Kong public holiday.
dragon and tiger list: on April 14, the largest net capital inflow was Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , which was 207 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 10.51% throughout the day. The top net inflow of funds was CICC Shanghai Branch, which bought a net 228 million yuan. A total of 27 stocks were involved in the institutional participation list, of which 11 were net bought by the institution, Shandong Haihua Co.Ltd(000822) was the most bought, with a net purchase of 924136 million yuan in three days. In addition, 16 shares were net sold by institutions, and Hainan Poly Pharm.Co.Ltd(300630) was sold the most, amounting to 270 million yuan.
margin trading : as of April 13, the balance of Shanghai and Shenzhen stock markets was 1639011 billion yuan, a decrease of 5.902 billion yuan compared with the previous trading day. Among them, the financing balance was 155445 billion yuan, a decrease of 5.121 billion yuan compared with the previous trading day; The balance of securities lending was 87.566 billion yuan, a decrease of 781 million yuan compared with the previous trading day.
Shibor: Shibor reported 1.5520% overnight, down 11.3 basis points; Seven days Shibor reported 1.9050%, down 6.1 basis points; Three month Shibor reported 2.3430%, down 0.4 basis points
foreign exchange
On April 14, the central parity rate of RMB was reported at 6.354, up 212 points, and the central parity rate of the previous trading day was reported at 6.3752 The onshore RMB closed at 6.3704 against the US dollar at 16:30 on April 14, down 49 points from the previous trading day
property market observation
financial Associated Press: reporters learned that Huaibei City, Anhui Province issued a policy that during the spring housing exhibition from April 30 to May 4 this year, individuals or families who buy the first set of newly-built commercial houses can receive a reward of no more than 60000 yuan, and non first sets can receive a reward of no more than 40000 yuan; The purchase of new non residential commercial housing can also be rewarded with a maximum of 30000 yuan. In addition, local and foreign residents or enterprises who buy houses during the housing exhibition can also enjoy financial incentives, credit support from financial institutions and subsidies for development enterprises. During the exhibition, the staff of Huaibei housing construction bureau can only refer to the relevant documents of Huaibei Housing Construction Bureau. [details]
Securities Times website: after some banks in Taian, Linyi and Yantai of Shandong province cut their mortgage interest rates in March, recently, banks in Rizhao, Liaocheng, Weifang, Jining, Weihai and Dezhou of Shandong Province generally cut their individual housing loan interest rates by 20 BP to 45 BP. [details]
International Information
China Central Television finance and Economics: the recent conflict between Russia and Ukraine has pushed up the price of chemical fertilizer, and the price index of chemical fertilizer in North America has soared by 42% in two months. According to the data of the French international prospect research and Information Center, Russia is the largest fertilizer exporter in the world. The trade between Russia and Ukraine has been hit hard by the conflict between Russia and Ukraine. Since March, Russia has suspended the export of some commodities, including chemical fertilizer and grain. With the help of multiple factors such as the global epidemic and supply chain crisis, the supply pressure has increased sharply, pushing up the price of chemical fertilizer. [details]
CCTV news client: Zhao Lijian stressed that we are willing to work with the new government of Pakistan to strengthen exchanges at all levels, enrich and expand cooperation, build China Pakistan Economic Corridor with the goal of high standards, sustainability and benefiting people’s livelihood, accelerate the construction of a closer China Pakistan community with a shared future in the new era, and better benefit the two countries and two peoples. [details]
futures market
China Futures: China commodity futures closed up more or less, while energy rose the most, with liquefied gas and coke up more than 3%, crude oil, Shanghai nickel and palm oil up more than 2%; Apple fell more than 2% and Shanghai zinc fell nearly 2%.
International Futures: as of the closing of the day, the price of light crude oil for delivery in May on the New York Mercantile Exchange rose by US $2.7 to US $106.95 per barrel, or 2.59%; London Brent crude oil futures for June delivery rose $2.92, or 2.68%, to close at $111.7 a barrel. June gold futures, the most actively traded gold futures market on the New York Mercantile Exchange, fell $9.8 on the 14th from the previous trading day to close at $1974.9 an ounce, down 0.49%
overseas index
US stock market: US stocks opened higher and went lower, and the three major indexes closed lower. The NASDAQ fell 2.14% and accumulated 2.63% this week; The S & P 500 index fell 1.21% and fell 2.13% this week; The Dow fell 0.33% and fell 0.78% this week. U.S. stocks fell in the new energy vehicle sector, Weilai automobile and Tesla fell by more than 3%, Xiaopeng automobile fell by more than 2%, and ideal automobile fell by more than 1%. Large technology stocks fell, NVIDIA fell more than 4%, apple fell 3%, Intel and Google fell more than 2%.
European stock market: European major stock indexes collectively closed higher, with Germany’s DAX index up 0.62%, France’s CAC40 index up 0.72%, Britain’s FTSE 100 index up 0.47% and Italy’s FTSE MIB index up 0.57%.
Asia Pacific Stock Market: Nikkei 225 index closed up 327.01 points, or 1.22%, at 271705 points. South Korea’s Kospi index closed up 0.22 points, or 0.01%, at 271671.
