daily selection
interface news: according to the news of China Central Television, Xi Jinping presided over the 11th meeting of the central financial and Economic Commission and stressed that we should comprehensively strengthen infrastructure construction, build a modern infrastructure system and lay a solid foundation for building a modern socialist country in an all-round way. [details]
Shanghai Securities News: on April 26, Shanghai Securities Industry Association, Futures Industry Association and fund industry association jointly issued the notice on matters related to further improving epidemic prevention and control and serving economic development in Shanghai Securities and futures fund industry. The circular said that in order to further coordinate the epidemic prevention and control, market stability and services to support Shanghai’s economic development, Shanghai’s securities and futures fund operating institutions and all employees should strengthen their confidence and remain determined; Fulfill the main responsibilities and make relevant work arrangements; Firmly maintain market stability and give full play to the positive role of industry institutions. [details]
interface news: on April 26, market news said that glory plans to go public in 2022 and raise $45 billion. In this regard, glory responded to the interface news that the information was untrue. [details]
financial Associated Press: reporters learned on the 26th that recently, the interest rates of 2-year and 3-year ordinary time deposits of China Construction Bank, ICBC and BOC were generally reduced by 10 basis points. Among them, the two-year time deposit interest rates of the three banks were lowered to 2.5%. The interest rate of three-year time deposits of ICBC and CCB was lowered to 3.15%; The interest rate of three-year time deposits with an initial deposit amount of more than 20000 yuan will be reduced to 3.15%, and that of less than 20000 yuan will be reduced to 3.05%. In addition, although the Agricultural Bank of China has not adjusted the interest rate of ordinary time deposits for the time being, the interest rate of the bank remains at a low level in the same industry, with the interest rate of 2.25% for two-year deposits and 2.75% for three-year deposits. [details]
macro economy
state food and Drug Administration: state food and Drug Administration held a meeting to promote the work related to the special rectification of drug safety on traditional Chinese medicine on the 24th. The meeting defined the next work of the national drug administration system. First, we should go all out to ensure the overall situation of epidemic prevention and control. We will continue to do a good job in the review and approval, quality and safety supervision and supply guarantee of traditional Chinese medicine for epidemic prevention and control, so as to promote the steady play of traditional Chinese medicine. Second, we should deepen the reform of the review, approval and regulatory system and mechanism of traditional Chinese medicine. We will continue to improve the system construction of laws and regulations, technical specifications and guiding principles, optimize the registration and management system of traditional Chinese medicine, accelerate the construction of the evaluation evidence system combining traditional Chinese medicine theory, human experience and clinical trials, strictly supervise the approval, filing and dispensing of traditional Chinese medicine preparations in medical institutions, promote the innovation and research and development of new traditional Chinese medicine preparations and the innovation and transformation of traditional Chinese medicine preparations in medical institutions, and comprehensively promote the inheritance, innovation and development of traditional Chinese medicine. Third, we should strengthen the quality and safety supervision of traditional Chinese medicine. [details]
Shanghai Securities News: according to the Ministry of industry and information technology on April 26, the Ministry of industry and information technology recently issued a notice to organize the recommendation of the fourth batch of green design demonstration enterprises of industrial products. We will focus on industries with great impact on the ecological environment, wide range of products and high industrial relevance, and select a number of green design demonstration enterprises with good green design foundation, strong innovative design ability, high manufacturing level of green products and great brand and market influence. [details]
Shanghai Securities News: the reporter learned that the China Banking and Insurance Regulatory Commission recently issued a circular on outstanding problems in the data quality of the equity and related party transaction supervision information system of Bancassurance institutions. According to the circular, the banking and insurance related party transaction supervision system and the commercial bank equity supervision information system were put into operation in September 2020 and February 2021 respectively. During the system operation and management, it was found that some banking and insurance institutions had prominent problems such as data misstatement, omission and concealment. [details]
Securities Times website: Shenzhen Municipal Standing Committee meeting and financial committee meeting of the municipal Party committee were held recently. The meeting stressed the need to highlight key points, do solid work, and seize every minute to do a good job in the economic work in the second quarter. Pay close attention to the development of service industry and promote the steady growth of for-profit service industry, financial industry, wholesale and retail accommodation and catering industry and non-profit service industry. Pay close attention to project construction, adhere to the effective investment driven by major projects, accelerate the introduction of policies to promote investment in manufacturing industry, and make full use of special bonds of local governments. [details]
industry trends
Tobacco Bureau: e-cigarette related enterprises that intend to make initial public offerings of shares at home and abroad and be listed shall submit pre examination application documents and relevant materials to the competent department of tobacco monopoly administration under the State Council, and the subsequent issuance and listing procedures can be performed only after being examined and approved by the competent department of tobacco monopoly administration under the State Council. The pre examination of the IPO and listing application of e-cigarette related enterprises does not indicate that they make a substantive judgment or guarantee on the investment value or investor income of the securities. [details]
first finance and Economics: Shaanxi Provincial Development and Reform Commission issued a notice on the implementation of differential electricity price for “mining” power consumption of virtual currency. The notice points out that the power consumption of virtual currency “mining” shall be subject to differential electricity price, and the electricity price of “eliminated” enterprises shall be implemented. The price increase standard is 1 yuan per kWh (including tax). According to the reform and development of Shaanxi Province, the price will be raised in due time. [details]
interface news: on April 26, the official wechat of the passenger Federation said that despite the impact of the rise in the price of raw materials, insufficient chip supply, geopolitical instability, declining subsidies for new energy vehicles and frequent outbreaks after the beginning of the year, the terminal price of new energy vehicle products even generally increased by 5 Tcl Technology Group Corporation(000100) 00 yuan. In the first quarter of 2022, the sales volume of new energy passenger vehicles in Shanghai was still 58000, accounting for 47%, Nearly half of the new car market. [details]
Shanghai Securities News: according to the incomplete statistics of Beijing Centergate Technologies (Holding) Co.Ltd(000931) energy storage industry technology alliance (cnesa) global energy storage project library, by the end of 2021, the cumulative installed capacity of electric energy storage projects put into operation in China was 46.1gw, accounting for 22% of the total size of the global market, with a year-on-year increase of 30%. Sun Zhengyun, vice president and Secretary General of China Energy Research Association, said that with the “double carbon” east wind, the energy storage industry has ushered in an unprecedented upsurge of attention and investment. In 2021, the state and local governments issued more than 300 energy storage related policies, and the industrial chain investment plan has exceeded 1.2 trillion. New energy storage enterprises have made great breakthroughs in financing and technology, and the large-scale development of energy storage has come.
[details]
stock market focus
Securities Times: Kweichow Moutai Co.Ltd(600519) 4 released the first quarterly report on the evening of 26 April. The operating revenue in the first quarter of 2022 was 32.296 billion yuan, an increase of 18.43% year-on-year; The net profit was 17.245 billion yuan, a year-on-year increase of 23.58%. [details]
financial Associated Press: with the disclosure of the first quarterly report, the pattern of ETF market has changed again. In the context of the overall decline in the size of non commodity funds, the size of the ETF market decreased slightly by 3.38% month on month. However, the ETF fund share rose instead of falling, “the more you fall, the more you buy” has become the consensus of the market. [details]
Securities Times: on April 26, the central bank stabilized the foreign exchange rate, the devaluation trend of RMB slowed down, the sentiment of A-share market eased, and the Shanghai stock index once rose, but in the afternoon, as the RMB exchange rate weakened again, the Shanghai stock index fluctuated and fell, closing down 1.44%. It is worth mentioning that at the time of the market decline, the regulators’ attention to the stock market has increased significantly. Before the opening of A-Shares on the 26th, the central bank rarely put forward its views on the current A shares, and favorable policies such as stimulating consumption are also being released. At the same time, the intention of increasing holdings and repurchase of industrial capital has also increased significantly. [details]
financial Associated Press: april 26, the three major indexes continued to decline. As of the closing, the Shanghai and Shenzhen indexes both fell by more than 1%, among which the Shanghai stock index fell below the 2900 mark again. For the future market, Debang Securities pointed out that it is now in a key window period. For the market, the current panic is close to the extreme value. Whether from the rapid depreciation of the exchange rate, the rise of asset linkage, or the extreme value of sentiment indicators, the panic decline in the short-term market may come to an end. However, the crux of the market trend shift lies in the changes in the internal and external environment. At present, the dawn of the short-term improvement of the crux is to wait for the social aspect of the epidemic in Shanghai to be cleared. The closing period of the first quarterly report, the meeting of the Political Bureau, the interest rate meeting of the Federal Reserve in May, the epidemic situation in Shanghai and even the whole country, and the resumption of work and production are several important observation points at present. [details]
subscription of new shares: none
new bond subscription: none
IPO: none
new bond listing: Yuxing convertible bond
corporate news
Sungrow Power Supply Co.Ltd(300274) : Liu Zhenzheng, the company’s external director, is undergoing disciplinary review and supervision investigation
Xiamen Tungsten Co.Ltd(600549) : it is proposed to build a 15000 ton production expansion project of lithium ion battery materials comprehensive production workshop
Changzhou Almaden Co.Ltd(002623) : subsidiary plans to invest 2.896 billion yuan to build phase I project of large-size display optical lamination production line
Ningbo Shanshan Co.Ltd(600884) : subsidiary plans to invest in the integrated base project of lithium ion battery cathode materials with an annual output of 300000 tons
Ping An Bank Co.Ltd(000001) : first quarter net profit of 12.85 billion yuan, an increase of 26.8%
Shandong Shida Shenghua Chemical Group Company Limite(603026) : first quarter net profit increased by 94.08% year-on-year
Sinomine Resource Group Co.Ltd(002738) : first quarter net profit increased by 848.73% year on year
Haitong Securities Company Limited(600837) : first quarter net profit decreased by 58.53% year-on-year
Tianjin Tianbao Infrastructure Co.Ltd(000965) : first quarter net profit of 32.2 million yuan, year-on-year turnaround
Yantai Jereh Oilfield Services Group Co.Ltd(002353) : first quarter net profit decreased by 21.84% year on year
Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) : first quarter net profit decreased by 45.41% year-on-year
Will Semiconductor Co.Ltd.Shanghai(603501) : first quarter net profit decreased by 13.9% year-on-year
Nanjing Securities Co.Ltd(601990) : first quarter net profit decreased by 29.14% year-on-year
Wens Foodstuff Group Co.Ltd(300498) : loss of 3.763 billion yuan in the first quarter
data list
Shanghai and Shenzhen Stock Markets: on April 26, the three major indexes fell in the afternoon. As of the closing, the Shanghai index fell 1.44%, the Shenzhen composite index fell 1.66% and the gem index fell 0.85%. On the disk, cement building materials, engineering construction and other sectors are more active; Textile and clothing, securities, coal and other sectors led the decline. Nearly 4000 stocks in the two cities fell.
Hong Kong stocks: Hong Kong stocks rose and fell, and Hong Kong Hang Seng Index closed up 0.33% slightly, up nearly 2% before; The Hang Seng technology index rose 2.87% after rising about 5.8%. Nonferrous metals, energy, banking and other sectors fell, China Molybdenum Co.Ltd(603993) , Aluminum Corporation Of China Limited(601600) fell by more than 6%, and Hang Seng Bank fell by more than 4%. Technology and auto stocks rose, with ideal auto, Netease and Xiaopeng auto up more than 6%.
Shanghai Shenzhen Gangtong: BEIXIANG capital bought a net 1.543 billion yuan today Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , and China stock market news received net purchases of 411 million yuan, 361 million yuan and 301 million yuan respectively China Merchants Bank Co.Ltd(600036) net sales topped the list, with an amount of 665 million yuan.
dragon and tiger list: on April 26, among the stocks on the dragon and tiger list, CNOOC had the largest net capital inflow, amounting to 431 million yuan. The data showed that the stock fell 4.69% and the turnover rate was 26.88%. The net capital flows into the top China Merchants Securities Co.Ltd(600999) Shenzhen China Merchants Securities Co.Ltd(600999) building and buys 110 million yuan. A total of 53 stocks were involved in the institutional participation list, of which 20 were net bought by the institution, and CNOOC was the most bought, amounting to 639 million yuan. In addition, 33 shares were net sold by institutions, and Chinalin Securities Co.Ltd(002945) was sold the most, amounting to 587877 million yuan.
margin trading : as of April 25, the balance of Shanghai and Shenzhen stock markets was 1571123 billion yuan, a decrease of 29.649 billion yuan compared with the previous trading day. Among them, the financing balance was 1493445 billion yuan, a decrease of 23.552 billion yuan compared with the previous trading day; The balance of securities lending was 77.677 billion yuan, a decrease of 6.098 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.3060% overnight, up 0.3 basis points; Shibor reported 1.6810% in seven days, down 3.1 basis points; Three month Shibor reported 2.2520%, down 1.0 basis points
foreign exchange
On April 26, the central parity rate of RMB was 6.559, down 681 points, and the central parity rate of the previous trading day was 6.4909 At 16:30 Beijing time, the onshore RMB officially closed at 6.5473, up 71 points from the official closing price of the previous trading day and 112 points from the closing price of the previous day and night Property market
financial Associated Press: Shenyang real estate bureau and the State Administration of Taxation jointly issued the notice on adjusting the exemption period of value-added tax on individual housing transfer, which stipulates that the exemption period of value-added tax on individual housing transfer shall be implemented in accordance with national regulations, adjusted from 5 years to 2 years. The notice said that the move is “to eliminate the adverse impact of covid-19 epidemic on the normal production and life of our city, reduce the burden of people’s house purchase and meet the housing demand.” [details]
financial Associated Press: Tianjin housing provident fund management center recently issued an announcement for public comments on the notice on adjusting relevant policies of housing provident fund (Draft for comments). The notice intends to stipulate that if an employee has continuously paid in full the housing provident fund for three months and rented a indemnificatory rental house in our city, the employee himself and his spouse can apply for the withdrawal of the housing provident fund, and the total amount withdrawn each month shall not exceed the rent paid in the current month, and the total amount shall not exceed 2400 yuan; If the city’s paid employees apply for individual housing provident fund loans to buy the first house of the family, the maximum loan limit is 800000 yuan. [details]
International Information
surging news: the last “stock god” Buffett charity lunch will be shot soon. On April 25 local time, glide foundation said that Berkshire Hathaway CEO Warren Buffett planned to hold its 21st and last charity lunch auction. [details]
interface news: Japan’s Ministry of health, labor and welfare announced on the 26th that the average effective employment rate in 2021 was 1.16 times, an increase of 0.06 points over the previous year, the first improvement in three years. The reason may be that covid-19 epidemic countermeasures such as vaccination have made progress, and socio-economic activities have begun to recover to a certain extent. Compared with 2019 (1.55 times) which has not been fully affected by the epidemic, the data is still significantly lower, and there is a long way to go for recovery. [details]
futures market
China Futures: China commodity futures closed, most of them fell, glass fell by more than 5%, eg fell by more than 4%, soda ash fell by more than 3%, Shanghai aluminum and bean second class fell by more than 2%, NR and palm oil fell by more than 1%, and white sugar and bean first class fell slightly; Apple rose more than 5%, urea rose more than 4%, asphalt rose more than 2%, and peanuts and LPG rose slightly.
International Futures: WTI crude oil futures closed up 3.21% to US $101.70/barrel. COMEX June gold futures closed up 0.43% to $190410 / ounce
overseas index
U.S. stock market: U.S. stocks closed with the three major indexes collectively falling, with the Dow down 2.38%, the S & P 500 down 2.81% and the NASDAQ down 3.94%, the lowest since December 2020. Automotive, software, semiconductor and other sectors fell sharply, and Tesla fell more than 12%.
European stock markets: European stock markets closed with most of the main indexes down, with Germany’s DAX30 index down 1.2%, Britain’s FTSE 100 index up 0.07% and France’s CAC40 index down 0.54%.
Asia Pacific Stock Market: Nikkei 225 index closed up 0.41% to 2670011 points. South Korea’s Kospi index closed up 11.18 points, or 0.42%, at 266831.
