April 19th (Tuesday), the essence of today’s headlines is:
China Securities Journal
Article 23 financial measures were introduced to strengthen support for the real economy
On April 18, the people’s Bank of China and the State Administration of foreign exchange issued the notice on doing a good job in epidemic prevention and control and financial services for economic and social development, and put forward 23 policies and measures to strengthen financial services and strengthen support for the real economy from the aspects of supporting the relief of distressed subjects, unblocking the national economic cycle and promoting the development of foreign trade and exports.
Stable performance and consolidation of the “basic sector” position of the real economy
Under the situation that there are still many traditional challenges, listed companies face more new uncertain factors such as the multi-point spread of the epidemic and the increasing impact of geopolitical conflicts, and performance growth is facing greater pressure. Executives and experts of listed companies interviewed by the reporter of China Securities Journal believe that the strength of steady growth policy is constantly strengthened, and the pain points such as poor logistics are gradually solved, which will enhance enterprise confidence, improve market expectations, help listed companies speed up the conversion of kinetic energy, seize the policy window period, and accumulate momentum for steady growth of performance.
Market blue chip vs invisible champion top flow fund manager research hidden mystery
According to Tonglian data, 368 listed companies have received institutional research since April, and the companies with the most research include Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Tofflon Science And Technology Group Co.Ltd(300171) , Eternal Asia Supply Chain Management Ltd(002183) , Guangdong Lyric Robot Automation Co.Ltd(688499) , Inspur Electronic Information Industry Co.Ltd(000977) , etc. China Securities News reporter noted that the research list includes both large cap blue chips and small and medium cap “invisible champions”. Insiders said that at present, there is no obvious focus on market value, and the research focuses more on the industry status and growth space.
Multiple factor fermentation A-share repair market is gradually approaching
On April 18, the A-share market continued to fluctuate, and the gem index hit a new low of 241086 points. As of the close, the Shanghai Composite Index fell 0.49%, while the Shenzhen Component Index and the gem index rose 0.37% and 1.11% respectively. The turnover of Shanghai and Shenzhen stock markets was close to 780 billion yuan, a significant reduction compared with the previous trading day. Analysts said that the policy bottom of this round of adjustment has appeared; The low point in mid March was formed by panic decline, which may have been the bottom of the market; At the end of the year, the performance needs to be gradually confirmed in the second half of the year. It is expected that the steady growth policy will gradually increase, and the A-share repair market is expected to start. It is suggested to firmly hold the main line of steady growth
Shanghai Securities News
The third review of the draft futures and derivatives law further strengthened the supervision of derivatives transactions
The third review draft of the futures and derivatives law was submitted to the 34th meeting of the Standing Committee of the 13th National People’s Congress for deliberation on the 18th. The third reviewer further strengthened the supervision of derivatives transactions and effectively prevented financial risks.
300 billion yuan of refinancing to leverage trillions of funds will help dredge the “blocking points” and stabilize the industrial chain and supply chain
The national teleconference on ensuring smooth logistics and promoting the stability of industrial chain and supply chain was held on April 18. The meeting proposed that efforts should be made 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 automobile, integrated circuit, consumer electronics, equipment manufacturing, agricultural materials, food and medicine.
Ministry of transport: ten measures to fully open the great arteries and smooth microcirculation
Yesterday, the Ministry of transport quickly conveyed, studied and implemented the spirit of the national teleconference on ensuring smooth logistics and promoting the stability of the industrial chain and supply chain, required to put ensuring smooth communication in an important position in the overall work, coordinate epidemic prevention and control and economic and social development, coordinate epidemic prevention and control and smooth communication, coordinate development and safety, and put forward ten measures, Go all out to provide a solid guarantee for the realization of “people’s livelihood, smooth freight transportation and industrial circulation”.
How to optimize the IPO break out pricing mechanism and placement system?
Recently, new shares have made a comeback after breaking the tide, and the risk of “playing new” has increased. Some investors have changed from “closing their eyes to playing new” to “flinching away”. There has been an increase in the proportion of abandoned purchases and a decrease in the number of participating households. In the view of the industry, although the normalization of new share issuance is a normal phenomenon of market-oriented pricing under the registration system, the further optimization of IPO pricing mechanism and placement system is also a due meaning
Securities Times
Liu he attended the national teleconference on ensuring smooth logistics and promoting the stability of industrial chain and supply chain, and made a speech that people’s livelihood should be underpinned, freight should be unblocked and industry should be recycled
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. It is required to strive to realize that “people’s livelihood should be underpinned, freight transportation should be unblocked and industry should be recycled”.
23 measures taken by the central bank and the safe to strengthen support for the real economy
On April 18, the people’s Bank of China and the State Administration of foreign exchange issued the notice on financial services for epidemic prevention and control and economic and social development (hereinafter referred to as the notice), which put forward 23 policies and measures to strengthen financial services and support the real economy from three aspects: supporting the relief of the troubled subjects, unblocking the national economic cycle and promoting the development of foreign trade and exports.
GDP grew by 4.8% in the first quarter, and the economy started smoothly on the whole
On April 18, the National Bureau of statistics released data showing that China’s gross domestic product (GDP) in the first quarter was 270178 billion yuan, a year-on-year increase of 4.8% at constant prices. Experts interviewed by the Securities Times said that the year-on-year growth rate of GDP in the first quarter was in line with expectations. Considering that to achieve the goal of annual GDP growth of 5.5% year-on-year, the performance in the second quarter is particularly critical, and the policy is expected to be further strengthened.
The draft of futures and derivatives law welcomes the third trial and pays attention to the supervision of derivatives transactions
The third review draft of the futures and derivatives law was submitted to the 34th meeting of the Standing Committee of the 13th National People’s Congress for deliberation yesterday. It is proposed to further strengthen the supervision of derivatives trading and effectively prevent financial risks
Securities Daily
National Bureau of Statistics: in the first quarter, China’s economy continued to recover its development trend, and the overall operation was within a reasonable range
On April 18, the National Bureau of statistics released the national economic data for the first quarter. According to the preliminary accounting, China’s GDP in the first quarter was 270178 billion yuan, a year-on-year increase of 4.8% at constant prices, and a month-on-month increase of 1.3% over the fourth quarter of 2021. By industry, the added value of the primary industry was 1095.4 billion yuan, a year-on-year increase of 6.0%; The added value of the secondary industry was 106187 billion yuan, an increase of 5.8%; The added value of the tertiary industry was 153037 billion yuan, an increase of 4.0%.
The “first stick” of China’s economy ran steadily and effectively
On April 18, the National Bureau of Statistics announced that China’s GDP in the first quarter of this year increased by 4.8% year-on-year and 1.3% month on month over the fourth quarter of 2021.
If the whole year’s economic operation is regarded as a relay race, the “first leg” in 2022 will be generally stable.
1906 annual audit reports were released, and 15 companies were issued “non-standard” opinions
According to the statistics of China stock market news choice, as of April 18, 1906 audit reports on financial statements of listed companies have been released, of which 15 have been issued “non-standard” audit reports.
Sichuan Yahua Industrial Group Co.Ltd(002497) intends to control the Canadian lithium new energy company, and the overseas ore buying boom continues
On April 18, Sichuan Yahua Industrial Group Co.Ltd(002497) disclosure announced that its wholly-owned subsidiary, Yahua international, signed an agreement with Canadian super lithium company to invest C $5 million to subscribe for 13.23% of the shares of super lithium company. Meanwhile, Yahua international will purchase 60% of the equity of the wholly-owned subsidiary of super lithium company in cash and hold its Fugen lake hard rock spodumene lithium project and Georgia lake hard rock spodumene lithium project. The above investment related proposals have been deliberated and approved by the board of directors of Sichuan Yahua Industrial Group Co.Ltd(002497) company
people’s daily
Action program for accelerating the construction of a national unified market
Accelerating the construction of a national unified market is not only the inevitable choice of building a high-standard market system and a high-level socialist market economic system, but also the basic support and internal requirements of building a new development pattern. Recently, the opinions of the CPC Central Committee and the State Council on accelerating the construction of the national unified market (hereinafter referred to as the “opinions”) was issued, which defined the overall requirements, main objectives and key tasks of China’s construction of the national unified market from the overall and strategic perspective. It is the action program for the construction of the national unified market in the 14th five year plan and the coming period. Implementing the key tasks put forward in the opinions will promote the construction of the national unified market to take new steps
21st Century Business Herald
The trend of LPR after the previous RRR reduction in the resumption of trading, and the approximate rate of LPR interest rate remained unchanged in April
As usual, the LPR quotation of this month will be made on April 20 (Wednesday). Because the policy interest rate remained unchanged in April, but the central bank comprehensively lowered the reserve requirement, whether the LPR will be adjusted in April has aroused great concern in the market.
When the real estate market was repaired, the policy effect of maintaining the growth of real estate investment in the first quarter remained to be released
The real estate market, which has cooled due to multiple reasons, is being repaired. On April 18, the National Bureau of statistics released data related to real estate in the first quarter of this year. From January to March this year, the sales area of commercial housing in China was 31000 square meters, a year-on-year decrease of 13.8%; Commercial housing sales reached 3.0 trillion yuan, down 22.7%. Among them, the decline in residential sales was higher than the above average
first finance
After the dollar index rose to 100, it is still ready to rise. RMB traders are concerned about the resumption of work
As of 17:15 Beijing time on April 18, the US dollar index was quoted at 100.69. After a slight correction after breaking the 100 mark last week, it is now ready to attack again. The US Federal Reserve is likely to start a 50 basis point (BP) interest rate hike in May, followed by a $90 billion monthly aggressive contraction. Coupled with the weak European Central Bank, the US dollar index remains high.
IPO is frequently broken and abandoned! The actual controller was forced to extend the lock-in period, and the underwriter became a “major shareholder”
On the evening of April 18, CNOOC (600938. SH) announced that retail investors abandoned 242 million yuan and offline investors abandoned about 596000 yuan
economic reference
National Bureau of Statistics: support manufacturing and small and micro enterprises to promote the steady and healthy development of industry
The reporter of economic information daily learned from the press conference of the State Council Information Office on the 18th that since this year, under the role of policies and measures to promote the stable operation of industry, industrial production has been generally stable. However, due to the impact of the epidemic, the growth of industrial production above Designated Size slowed down in March, and the production and operation difficulties of enterprises increased. In the next stage, we should implement various support policies to promote the development of industrial economy, actively support manufacturing and small and micro enterprises, increase support for enterprises seriously affected by the epidemic, strengthen the supply and stable price of energy and raw materials, maintain the stability of industrial chain and supply chain, and promote the stable and healthy development of industry.
New moves in raising “the arrow is on the line” are frequent, and the lineup of public REITs is expected to continue to expand this year
The public offering of REITs for infrastructure is “on the line”. Recently, the Shanghai and Shenzhen Stock Exchange respectively solicited opinions from the public on the business guidance No. 3 of public offering of infrastructure securities investment funds (REITs) – newly purchased infrastructure projects (for Trial Implementation) (hereinafter referred to as the guidance for newly purchased infrastructure projects). At the same time, the capacity expansion of public REITs is also moving continuously. Up to now, a total of 12 public offering REITs products have been issued in the whole market, with a cumulative raising scale of about 45.8 billion yuan. Industry insiders expect that many products are expected to be released during the year.
