daily selection
China Central Television: General Secretary of the CPC Central Committee, President of the state, chairman of the Central Military Commission and director of the central comprehensive Deepening Reform Commission Xi Jinping 4 on the afternoon of April 19, presided over the 25th meeting of the central comprehensive deepening Reform Commission, deliberated and adopted the guiding opinions on strengthening the construction of digital government and the guiding opinions on further promoting the reform of the financial system below the provincial level Opinions on establishing and improving the evaluation index system of natural resource assets departure audit of leading cadres, work plan for improving the financial support innovation system during the 14th Five Year Plan period, and several opinions on improving the incentive mechanism of science and technology. [details]
surging news: penghuagang, secretary general and spokesman of the state owned assets supervision and Administration Commission of the State Council, said that the state has specially issued a “opinions on further improving the quality of listed companies”. In order to implement the “opinions”, the state owned assets supervision and Administration Commission of the State Council will carry out a special action to improve the quality of listed companies controlled by central enterprises this year. Guided by problems, it will focus on weaknesses, promote the strong internal and external image of listed companies controlled by central enterprises, and strive to be an example of outstanding main business, excellent development, perfect governance and honest operation of the capital market. [details]
Ministry of Communications: on April 19, 4, the leading group of the State Council on Logistics connectivity held the first meeting of the commander in chief (plenary). Li Xiaopeng, General Commander of the State Council Leading Group for logistics and Minister of transportation, attended the meeting and stressed the need to unite more closely around the Party Central Committee with Comrade Xi Jinping as the core, conscientiously implement the spirit of the national teleconference on ensuring smooth logistics and promoting the stability of the industrial chain supply chain with the sense of urgency of not waiting for time and the sense of responsibility, Make every effort to ensure the smooth logistics, earnestly maintain the stability of the industrial chain and supply chain, and take practical actions to meet the victory of the 20th CPC National Congress. [details]
macro economy
Securities Times: on April 19, the Ministry of industry and information technology held a teleconference to thoroughly implement the important instructions of the general secretary of Xi Jinping on coordinating epidemic prevention and control and economic and social development, and deploy the work to ensure the smooth and stable supply chain of the industrial chain and promote the steady growth of the industrial economy in accordance with the requirements of the national teleconference on ensuring the smooth flow of logistics and promoting the stability of the supply chain of the industrial chain. The meeting required that we should further refine and implement various measures to ensure the normal operation of the “white list” enterprises in the supply chain of key industries, expand the scope of the “white list” according to the actual situation, and “one enterprise and one policy” do a good job in guarantee services, so as to ensure the smooth operation of key industrial chains with points and chains. [details]
Xinhuanetco.Ltd(603888) : the reporter learned from the press conference held by the Information Office of Shandong provincial government on the 19th that according to the action plan for the construction of urban municipal public facilities network in Shandong Province prepared by the Department of housing and urban rural development of Shandong Province and other departments, Shandong will invest 489.7 billion yuan in the construction and upgrading of urban public facilities network during the 14th Five Year Plan period, of which more than 100 billion yuan is expected to be completed this year. [details]
China News Network: the reporter learned from the Jiangsu provincial government’s press conference held on the 19th that the “14th five year plan” for the construction of ecological and environmental infrastructure in Jiangsu Province has been officially issued. This is the first time that Jiangsu has included the work of ecological and environmental infrastructure in the provincial special plan, and it is also the first provincial special plan of ecological and environmental infrastructure in China. The plan proposes that by 2025, Jiangsu will build a modern ecological environment infrastructure system with reasonable layout, complete functions, safety and efficiency, green and low-carbon, so as to promote the high-quality development of Jiangsu and significantly enhance the supporting force for building a beautiful Jiangsu. [details]
financial Associated Press: in response to the problem that farmers’ spring ploughing is affected by closure measures in some places, Mao Dezhi, deputy director of the Department of cooperative economy of the Ministry of agriculture and rural areas, said at the press conference of the joint prevention and control mechanism of the State Council on the 19th that at present, spring ploughing has been carried out in an all-round way and the overall progress is smooth. The Ministry of agriculture and rural areas, together with relevant departments, will continue to adhere to classification and precise prevention and control, effectively open up blocking points, maintain the order of agricultural production and the circulation of personnel and materials, and ensure that spring farming production is not missed. Strictly prevent “simplification”, “one size fits all” and “layer by layer overweight”. It is strictly prohibited to set up cards to intercept, open circuits and seal villages at will. At the same time, the safe and orderly organization of farmers who need to return to their hometown to carry out agricultural production, so as to ensure the normal operation order of agricultural machinery and the timely availability of agricultural materials. [details]
industry trends
first finance and Economics: on April 19, Tesla Shanghai Lingang Holdings Co.Ltd(600848) super factory, which has been closed for nearly three weeks, returned to work, and 8000 employees arrived early in the morning. According to Tesla, it is fully coordinating the upstream and downstream industrial chain of parts to support the resumption of work and production. [details]
financial Associated Press: in order to maintain the continuity and stability of the policy and consolidate the results of crude steel output reduction, the national development and Reform Commission, the Ministry of industry and information technology, the Ministry of ecological environment and the National Bureau of statistics will continue to carry out the national crude steel output reduction in 2022, guide iron and steel enterprises to abandon the extensive development mode of winning by quantity and promote the high-quality development of the iron and steel industry. China Iron and Steel Industry Association will cooperate to reduce crude steel output and strengthen industry self-discipline. [details]
interface news: on April 19, huachu.com issued a notice on matters related to the bidding transaction of the fifth batch of central reserve frozen pork in 2022: this bidding transaction of 40000 tons. [details]
chinanews.com: recently, there was news that the network business bank suspended Alipay’s transfer function. Alipay staff told China Singapore finance that the network business bank gradually adjusted the function of Alipay balance transfer based on the adjustment of business rules. At the same time, it only supported the bank account that I had bound. If a merchant needs to withdraw the balance of Alipay and transfer it to the bank, he can withdraw cash to other bank cards, and then transfer from the bank card to the network bank. [details]
stock market focus
interface news: purchase abandonment amount: 780 million yuan! With the halo of “super fund-raising king” in the year, the chip stocks of scientific innovation board appeared a rare scene in the history of a shares.
On the evening of April 17, Nexium micro (688052. SH) disclosed the issuance results. The number of shares abandoned by online investors reached 3.38 million, accounting for 38.76% of the number of shares issued online and 13.38% of the total amount of this issuance. The amount of shares abandoned reached a staggering 780 million yuan. According to the underwriting rules, the number of shares abandoned was underwritten by the lead underwriter Everbright Securities Company Limited(601788) in full. For retail investors, the stock break also means a loss, which affects investment confidence and subsequent investment behavior. As of April 18, the average abandonment proportion of issued shares to be listed was 8.93%, which is significantly higher than that of previously listed companies. [details]
financial Associated Press: with the continuous disclosure of the first quarterly report of listed companies, the positions of top private equity Gaoyi assets have also been exposed one after another. As of April 19, a total of seven listed companies appeared in the latest positions of Gaoyi assets in the first quarter, with a total stock market value of 19.749 billion yuan, distributed in computer, transportation, mechanical equipment, household appliances, non-ferrous metals, automobile, textile and clothing and other industries. [details]
Securities Times: on April 19, the chemical fertilizer index opened higher and remained strong all day. In the context of the collective decline of the three major A-share indexes, the index rose against the trend and closed up 3.37%. Among the concept stocks, Shenzhen Batian Ecotypic Engineering Co.Ltd(002170) , Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) , Zhongnongfa Seed Industry Group Co.Ltd(600313) , St Jinzheng 4 shares closed the daily limit Hubei Forbon Technology Co.Ltd(300387) , Qinghai Salt Lake Industry Co.Ltd(000792) increased by more than 9% China Securities Co.Ltd(601066) looking back on the recent international market, it is believed that although the prices of some international chemical fertilizers have fallen slightly from the historical high, the export of chemical fertilizers from Russia and Ukraine has been blocked. Coupled with the EU sanctions against Russia, the pattern of global chemical fertilizer trade has changed. In the short and medium term, the supply problem is difficult to solve, and even the supply contradiction has just appeared. In the future, the contradiction may be gradually exacerbated by the “Butterfly Effect” caused by natural gas. [details]
financial Associated Press: on April 19, the Shanghai index continued to fluctuate, while the Shenzhen Component Index and the gem index rose and fell. In terms of sectors, glyphosate, chemical fertilizer, breeding, planting and other agricultural related sectors rose collectively, while chip and cro concepts led the decline in the two cities. At present, the hot spots in the market are rotating rapidly, and the game characteristics of stock funds are obvious. However, the individual stocks that recently disclosed the bright performance report have ushered in a sharp rise. As of the closing on the 19th, Nantong Jiangtian Chemical Co.Ltd(300927) , Joyvio Food Co.Ltd(300268) , Zhejiang Jindun Fans Co.Ltd(300411) 20cm and Nantong Haixing Electronics Co.Ltd(603115) , Ningbo Energy Group Co.Ltd(600982) and other stocks with performance exceeding the expected limit also rose. [details]
new share subscription: delong laser, yongtaiyun, Jiahuan Technology
new bond subscription: medicine stone convertible bond and Meijin convertible bond
IPO: JieChuang intelligence, Fengyi technology and tuojing Technology
new bond listing: Kelun convertible bond
corporate news
Ningbo Shanshan Co.Ltd(600884) : plans to increase the capital of its holding subsidiaries by 3.05 billion yuan and introduce Byd Company Limited(002594) and other war investments
Gansu Shangfeng Cement Co.Ltd(000672) : proposed joint venture to invest in Shimen Lake phase I Project
China Resources Double-Crane Pharmaceutical Co.Ltd(600062) : company has not reached an agreement on covid-19 oral medicine with Henan real life
Fangda Carbon New Material Co.Ltd(600516) : intends to issue GDRs overseas and list them
Shandong Longhua New Material Co.Ltd(301149) : it is planned to invest 7.3 billion yuan to build 1.08 million T / a PA66 project
Tongling Nonferrous Metals Group Co.Ltd(000630) : net profit in 2021 increased by 258.29% year-on-year, and it is proposed to pay 1 yuan out of 10
Shenyang Xingqi Pharmaceutical Co.Ltd(300573) : net profit in 2021 increased by 121.31% year-on-year, and it is proposed to pay 4 yuan per 10
Do-Fluoride New Materials Co.Ltd(002407) : first quarter net profit increased by 685.06% year on year
Sungrow Power Supply Co.Ltd(300274) : first quarter net profit of 411 million yuan, with a year-on-year increase of 6.26%
Tangshan Jidong Cement Co.Ltd(000401) : loss of 233 million yuan in the first quarter
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) : first quarter net profit increased by 22.74% year-on-year
Willfar Information Technology Co.Ltd(688100) : controlling shareholders plan to increase their holdings of 2.5 million to 5 million shares
st Datang: withdrawal of delisting risk warning and other risk warnings
data list
Shanghai and Shenzhen Stock Markets: on April 19, the three major indexes showed a volatile pattern. As of the closing, the Shanghai index fell 0.05%, the Shenzhen Component Index fell 0.5% and the gem index fell 1.38%. On the disk, chemical fertilizer, pesticide, veterinary medicine, coal and other sectors led the increase, Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) , Limin Group Co.Ltd(002734) , Shanghai Datun Energy Resources Co.Ltd(600508) limit; Semiconductor, medical services, covid-19 detection and other sectors led the decline. More than 2600 stocks rose in the two cities.
Hong Kong stocks: Hong Kong Hang Seng Index fell 2.28% and Hang Seng technology index fell 3.79%. Medicine, real estate, science and technology, finance and other sectors fell collectively, BiliBili fell by more than 10%, China Merchants Bank Co.Ltd(600036) fell by more than 11%, and Rongchang biology and Kaifa pharmaceutical fell by more than 10%.
Shanghai Shenzhen Gangtong: april 19, the net purchase volume of northbound capital on that day was -1.944 billion yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was -2.264 billion yuan; The net purchase volume of Shenzhen Stock connect on the same day was 321 million yuan. According to the top ten trading shares of Shanghai Shenzhen Hong Kong stock connect announced by the exchange, the northbound capital bought Kweichow Moutai Co.Ltd(600519) 730 million yuan, Byd Company Limited(002594) 425 million yuan, Contemporary Amperex Technology Co.Limited(300750) 381 million yuan, and sold China Merchants Bank Co.Ltd(600036) 1308 million yuan.
dragon and tiger list: on April 19, among the individual stocks on the list, the largest net capital inflow was Everbright Jiabao Co.Ltd(600622) , amounting to 851267 million yuan. Data show that the stock closed within the daily limit, up 23.5% in the past three days. Huatai Securities Co.Ltd(601688) headquarters, which ranks first in net capital inflow, bought 273137 million yuan in three days. A total of 31 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 stocks were net bought by the institution, and newtage was the most bought, amounting to 24.571 million yuan. In addition, 19 shares were net sold by institutions, and Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was sold the most, amounting to 305 million yuan.
margin trading : as of April 18, the balance of Shanghai and Shenzhen stock markets was 1629582 billion yuan, a decrease of 776 million yuan compared with the previous trading day. Among them, the financing balance was 154102 billion yuan, down 387 million yuan from the previous trading day; The balance of securities lending was 88.562 billion yuan, down 389 million yuan from the previous trading day.
Shibor : Shibor reported 1.2940% overnight, down 10.9 basis points; Shibor reported 1.8010% in seven days, down 7.5 basis points; Three month Shibor reported 2.3270%, down 0.4 basis points
foreign exchange
On April 19, the central parity rate of RMB was reported at 6.372, up 43 points, and the central parity rate of the previous trading day was reported at 6.3763 The onshore RMB closed at 6.3778 against the US dollar at 16:30, down 80 basis points from the previous trading day
property market observation
financial Associated Press: Ningbo ushered in the first batch of centralized land supply this year on April 19. A total of 33 plots were transferred in Ningbo, with a total land area of 170757 mu, a total construction area of 2.555 million square meters and a total starting price of 25.04 billion yuan. According to the statistics of the Chinese Academy of technology, all 33 plots were sold, and a total land transfer fee of 26.557 billion yuan was obtained; Among them, 25 cases were closed at the reserve price, and 5 cases entered the lottery stage because the auction reached the peak price. [details]
Beijing News: on April 19, Zhuhai Natural Resources Bureau of Guangdong Province announced that it entrusted Zhuhai Public Resources Trading Center to publicly sell a homestead through online listing, with a starting price of 3.166 billion yuan and a maximum price of 4.748 billion yuan. It is worth mentioning that the announcement makes it clear that the following three situations exist when the enterprises participating in the bidding need to make different commitments: “the asset liability ratio of real estate enterprises excluding advance collection is higher than 70%, the net debt ratio is higher than 100%, and the cash short debt ratio is less than 1”, that is, the “three red lines” Red Housing enterprises cannot participate in the bidding. [details]
International Information
financial Associated Press: under the background of carbon neutrality, European countries actively promote energy transformation, and the conflict between Russia and Ukraine has strengthened the urgency of this transformation. At present, Germany, Spain, Portugal, the United Kingdom, France and other countries have successively introduced relevant policies to support the construction of renewable energy power generation capacity. Reflected in the industrial chain, the demand for photovoltaic in Europe is quite strong, the prices of photovoltaic modules and energy storage systems at the distributed demand end rise smoothly, and the price of PPA at the centralized project end keeps rising. [details]
Chinanews.com China one belt, one road, China, , China News Network: , spokesman for China’s national development and Reform Commission, said at a news conference held on 19, this year, China signed a cooperation document with Nicaragua, Syria, Argentina and Malawi. China has signed one belt, one road cooperation document with more than 200 countries and 32 international organizations so far. 149. [details]
futures market
China Futures: China commodity futures closed with mixed gains and losses. Coking coal fell more than 4%, coke fell more than 3%, coke and iron ore fell more than 3%, ferrosilicon and fuel oil fell more than 1%, and urea and apple fell slightly; Pigs and Shanghai nickel rose by more than 3%, stainless steel and soybean meal rose by more than 2%, starch and ethylene glycol rose by more than 1%, and Shanghai aluminum and peanut rose slightly.
International Futures: WTI crude oil futures closed down 5.22% to US $102.56/barrel. COMEX June gold futures fell 1.4% to $1959 / ounce
overseas index
US stock market: the three major indexes of US stocks closed higher, with the Dow index up 1.46%, the S & P 500 index up 1.61%, the NASDAQ index up 2.15%, and technology stocks leading the gains.
European stock markets: European stocks closed generally lower, with Germany’s DAX30 index down 0.07%, Britain’s FTSE 100 index down 0.16% and France’s CAC40 index down 0.83%.
Asia Pacific Stock Market: april 19, the Nikkei 225 index closed up 199.79 points, or 0.75%, to 269995 points. South Korea’s Kospi index closed up 25.68 points, or 0.95%, at 271889.
