Heavy burst!
According to Xinhua news agency, on April 18, the national teleconference on ensuring smooth logistics and promoting the stability of industrial chain and supply chain was held in Beijing. Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, attended the meeting and deployed ten important measures. State Councilor Xiao Jie presided over the meeting. State Councilor Zhao Kezhi attended the meeting and delivered a speech. Relevant departments and localities made key speeches. The meeting pointed out that it is required to strive to realize “people’s livelihood should be underpinned, freight transportation should be unblocked and industries should be recycled”.
Affected by this, the relevant sectors made a major counterattack across the board. Science and technology innovation, semiconductor, logistics, media and other sectors make collective efforts. As of today’s close, the Shanghai index fell 0.49%, the Shenzhen Composite Index rose 0.37%, the gem index rose 1.11%, and the Kechuang 50 rose more than 3%.
However, in addition to the external market, some variables have been added to the A-share market in the mainland today, and China Merchants Bank Co.Ltd(600036) , which plunged nearly 8% this morning. The market was stunned for a time.
From the news side, there are indeed adverse rumors about the bank, and the decline of bank shares also triggered a major adjustment of real estate. So how big is the impact?
Liu He’s speech
Xinhua news agency, Beijing, April 18: on April 18, the national teleconference on ensuring smooth logistics and promoting the stability of industrial chain and supply chain was held in Beijing. The meeting required that we should conscientiously study and implement the spirit of the important instructions of general secretary Xi Jinping .
Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, attended the meeting. Ten important measures deployed at the meeting require efforts to achieve “people’s livelihood should be underpinned, freight transport should be unimpeded and industries should be recycled”. State Councilor Xiao Jie presided over the meeting. State Councilor Zhao Kezhi attended the meeting and delivered a speech. Relevant departments and localities made key speeches.
The meeting called for adhering to the people as the center and having the overall situation in mind. We should be concerned about the lives and physical and mental health of the masses and epidemic prevention personnel, improve the working and living conditions of logistics practitioners, and provide financial support such as deferred repayment of loans. A sufficient number of national unified passes shall be issued and used. The nucleic acid test results shall be mutually recognized throughout the country within 48 hours. The closed-loop management of “picking, leaving and chasing” shall be implemented. The passage shall not be restricted on the grounds of waiting for the nucleic acid results. We should tackle key problems one by one and solve outstanding problems in key areas. We should strive to stabilize the supply chain of the industrial chain, leverage 1 trillion yuan of funds through 200 billion yuan of scientific and technological innovation refinancing and 100 billion yuan of refinancing used in the field of transportation and logistics, and establish a white list of key industries and foreign trade enterprises such as automobiles, integrated circuits, consumer electronics, equipment manufacturing, agricultural materials, food and medicine.
The meeting stressed that governments at all levels should establish working mechanisms, centralized and unified command, division of labor and hierarchical responsibility. Fully mobilize the enthusiasm of all parties and give full play to the role of the market. Make information open and transparent, establish a reporting and complaint mechanism, make good use of 12328 hotline, and assign special personnel to be on duty 24 hours to solve problems at the first time.
all localities have resumed work and production
CNR Beijing on April 18, in order to comprehensively promote the epidemic prevention and control and economic and social development, the Shanghai Municipal Commission of economy and information technology issued the guidelines for the prevention and control of the epidemic situation of resumption of work and production of industrial enterprises in Shanghai (the first edition), which implemented closed-loop management on the premise of ensuring controllable risks, effectively promoted the resumption of work and production of enterprises in an orderly manner, and ensured the safety and stability of the supply chain of the industrial chain.
The front working group of the Ministry of industry and information technology studies the establishment of an emergency coordination mechanism for the demands of the industrial chain supply chain, establishes a “white list” of key enterprises in the field of industry and information technology, and concentrates resources to give priority to ensuring the resumption of work and production of 666 key enterprises in key industries such as integrated circuit, automobile manufacturing, equipment manufacturing and biomedicine.
According to China Central Television News, on the morning of April 18, the 39th press conference of the current round of epidemic prevention and control of Jilin provincial government introduced that the resumption of work and production in Jilin Province has made positive progress. FAW has resumed work in all five main engine plants in Changchun, with a total of 7438 people returning to work. 473 parts suppliers resumed work, with a resumption rate of 94.2% and a resumption rate of 80%. Special personnel were assigned to ensure “one enterprise and one policy” to get through the blocking point of resumption of work. Except for 4 enterprises that stopped production due to seasonal, capital and other non epidemic factors, all 496 enterprises in the province returned to work and production; We will accelerate the recovery of production capacity of 50 key enterprises in the province. At present, there are a total of 101000 on-the-job employees. A total of 280 above designated medical and health enterprises resumed work and production, with a resumption rate of 86.7%. Strengthen the logistics and transportation guarantee of industrial enterprises, the traffic in the province has been completely unblocked, and accelerate the issuance of cross provincial transport vehicle passes for industrial enterprises.
All 46 provincial key enterprises in Changchun have returned to work, with 21141 employees returning to the factory, with a return rate of 100% and a return rate of 83%; 930 of 1331 Industrial Enterprises above Designated Size have returned to work, and 111000 employees have returned to the factory, with a return rate of 70% and a return rate of 65%. All 50 key industrial enterprises in Jilin returned to work and production, with a return rate of 100%; All 34 provincial “specialized and special new” enterprises have resumed work and production, with a resumption rate of 100%; The automobile industry has promoted a total of 46 primary, secondary and tertiary supporting suppliers to resume work and production; Among the 32 above designated medical and health enterprises, 2 enterprises that have stopped production due to non epidemic reasons are deducted, and the remaining 30 enterprises resume work, with a resumption rate of 100%. Other cities and prefectures, Changbai Mountain Tourism Co.Ltd(603099) Management Committee and Meihekou city have made rapid progress in the resumption of work and production.
On April 16, Jilin Province held a press conference on epidemic prevention and control. It was announced at the meeting that Jilin Province has basically stabilized the epidemic situation, creating preconditions for comprehensively promoting epidemic prevention and control and economic and social development. Next, Jilin Province will coordinate the epidemic prevention and control and economic and social development, strive to achieve the maximum prevention and control effect at the least cost, and minimize the impact of the epidemic on economic and social development. At the press conference, song Xiaohui, deputy director of Jilin Provincial Department of industry and information technology, said that in order to ensure that enterprises can quickly start to resume work and production after the social aspects of epidemic prevention and control in Jilin Province have been cleared, Jilin Provincial Department of industry and information technology has formulated relevant policies and measures such as the work plan for employees returning to work and production in Jilin Province, established a daily scheduling mechanism for 50 and 500 key enterprises in the province, and arranged all regions to conduct a comprehensive investigation of local key enterprises, Systematically sort out the industrial chain and supply chain and strengthen tracking and monitoring. On April 14, the Department of industry and information technology of Jilin Province also formulated a supplementary statement on the return conditions for employees of enterprises that need to return to work and production, established a “white list” system for enterprises that need to return to work and production, greatly simplified the return conditions and improved work efficiency in an all-round way.
In order to strengthen the transportation guarantee during the resumption of work and production, the Department of transportation of Jilin Province has established a special working class, set up five hotlines, and specially assigned personnel to answer them, so as to timely accept and coordinate and solve the problem of cross provincial transportation obstruction. The 81 pairs of service areas of Expressway in Jilin Province operate normally, providing basic services such as refueling, catering and toilet for drivers and passengers.
In addition, health departments at all levels in Jilin Province will start from two aspects: nucleic acid detection and epidemic prevention and control, establish basic data information for enterprises returning to work and production, set sampling points in enterprises with concentrated personnel or key support, strengthen epidemic prevention knowledge training for enterprises returning to work and production, and organize disease control institutions at all levels to set up 185 teams to ensure epidemic prevention and control of enterprises returning to work and production.
China Merchants Bank suddenly plummeted
Stimulated by the news of resumption of work and production guarantee, the trend of A-share market today is relatively strong if it is not impacted by China Merchants Bank Co.Ltd(600036) . A total of nearly 2800 stocks rose in the two cities, and only more than 1700 stocks fell.
Surprisingly, China Merchants Bank Co.Ltd(600036) with a market value of nearly trillion was suddenly hit today, and its share price once plunged 8%. There is indeed information unfavorable to China Merchants Bank Co.Ltd(600036) China Merchants Bank Co.Ltd(600036) a shares’ closing turnover exceeded 10 billion yuan, a new high since July 2015.
Affected by China Merchants Bank Co.Ltd(600036) impact, the trend of financial real estate is generally weak today. Especially in the recent strong real estate stocks, the adjustment range is relatively large.
However, there are many hot spots in the market today. Stimulated by the good news of resumption of work, the semiconductor sector rose sharply across the board. Logistics, media and other sectors were also greatly boosted.
In addition, according to the economic data released today, in the first quarter, the national fixed asset investment (excluding farmers) was 104872 billion yuan, a year-on-year increase of 9.3%. Among them, in terms of sub areas, infrastructure investment increased by 8.5%, manufacturing investment increased by 15.6% and real estate development investment increased by 0.7%. This means that the manufacturing industry has great potential. With the orderly progress of resumption of work and production, the sectors related to manufacturing may have more opportunities.
