daily selection
China Central Television: Premier Li Keqiang presided over the executive meeting of the State Council on April 27 and decided to strengthen the policy of stabilizing posts and promoting employment to maintain stable employment and stable economic operation; Ensure the smooth circulation of traffic and listen to the reporting requirements. [details]
financial Associated Press: 27 Jiangmen Municipal Bureau of housing and urban rural development and the Bureau of Commerce of Guangdong Province jointly hosted a press conference on “Jiangmen summer consumption promotion activities in 2022”. At the press conference, it was announced that from April 28, consumption vouchers with a total value of 37 million yuan would be issued to the top buyers who purchased new commercial houses in Jiangmen and went through the formalities of online contract signing. The event will last for two months. [details]
financial Associated Press: according to Longi Green Energy Technology Co.Ltd(601012) official website, the company’s monocrystalline silicon wafer p-type m10165 μ The price of a single piece with a thickness of 182 / 247mm is 6.86 yuan, an increase of 0.04 yuan or about 0.6% over the previous (April 13) 6.82 yuan; Monocrystalline silicon p-type m6160 μ The price of single piece with m thickness (166 / 223mm) is 5.72 yuan, up 3.06% from the previous time (March 25); Monocrystalline silicon p-type 158.75/223mm160 μ The price of m thickness was 5.52 yuan, up 3.17% from the previous time (March 25). [details]
macro economy
People.Cn Co.Ltd(603000) : on April 26, the launching ceremony of the activity of “thousands of household appliances in hundreds of cities, thousands of townships, benefiting the people, collecting the old and revitalizing the new” was held online. Jiang Ming, President of the China Federation of Commerce, said that the new trend of household appliances is a good measure to publicize and implement the policy of household appliances, stimulate the vitality of the household appliance market and meet the people’s demand for high-quality life. “Actively encourage the recovery and renewal of household appliances, accelerate the development of new consumer markets, promote green consumption, promote the upgrading of urban consumption, and make up for the shortcomings of rural consumption.” [details]
interface news: China Foreign Exchange Trading Center issued a notice on the 27th, saying that in order to implement the relevant requirements of Article 18 of the notice on financial services for epidemic prevention and control and economic and social development (Article 23 of Finance) issued by the people’s Bank of China and the State Administration of foreign exchange, further support the development of the real economy and reduce the cost of risk avoidance and hedging of enterprises, it has been filed with the State Administration of foreign exchange, The China foreign exchange trading center will further increase the preferential treatment of transaction fees in the inter-bank foreign exchange market related to foreign exchange derivatives transactions of small, medium-sized and micro enterprises, and adjust from half to full exemption. [details]
financial Associated Press: the Ministry of human resources and social security said that in the early stage, on the basis of the phased implementation of the policy of delaying the payment of unemployment insurance and work-related injury insurance premiums for enterprises in catering, retail and tourism industries, the implementation scope of the industry will be extended to civil aviation, highway, waterway and railway transportation industries, and the scope of deferred insurance will be extended to endowment insurance in the second quarter of this year. [details]
interface news: the general office of the Ministry of housing and urban rural development recently issued a notice to further clarify the requirements related to the construction of sponge city. The notice proposed that the construction of sponge city should focus on the problems caused by rainwater in the built-up area of the city, focus on alleviating urban waterlogging, take overall consideration, reduce rainwater runoff pollution and improve the level of rainwater collection and utilization. Avoid unlimited expansion of sponge city construction, regard traditional greening, sewage collection and treatment facilities construction and other projects as sponge city construction projects, and understand sponge city Shaanxi Construction Machinery Co.Ltd(600984) as the construction of permeable and infiltration facilities. [details]
industry trends
China Securities News: reporter learned from the website of the Ministry of water resources on April 27 that on April 26, the Ministry of water resources organized a special office meeting of ministers in the form of video to study and deploy river basin management institutions to strengthen the interpretation and Application of remote sensing images of rivers and lakes. Wei Shanzhong, Vice Minister of water resources, pointed out that strengthening the application of river and lake remote sensing technology is an urgent need to improve the efficiency of river and lake supervision, an effective measure to strengthen the “four unification” of river basins, and an important content of intelligent water conservancy and digital twin River Basin Construction. [details]
first finance and Economics: China automobile circulation industry development report 20212022 was officially released on the 27th. The total number of passenger car dealers increased by 291.8% year-on-year in 2029; The independent brand network is growing strongly, and the average number of single brand 4S networks of traditional energy and new energy is quite different; The number of networks in eastern provinces is large, the network growth rate in western provinces is high, and the proportion of county 4S network has exceeded 15%; New energy vehicle channels are diversified, and supermarkets are developing particularly rapidly. [details]
The people’s Bank of China, Wenchang branch of the people’s Bank of China, Wenchang branch of the people’s Bank of China, Wenchang branch of the people’s Bank of China, Wenchang branch of the people’s Bank of China, Wenchang branch of the people’s Bank of China, Wenchang branch of the people’s Bank of China, Wenchang branch of the people’s Bank of China, Wenchang branch of the people’s Bank of China, Wenchang branch of the people’s Bank of China, Wenchang branch of finance, Wenchang branch of the people’s Bank of China, Realize the first digital RMB financial actual allocation business in Wenchang. [details]
first finance : on April 27, huachu.com issued a notice that the Sixth Batch of bidding transactions for the purchase and storage of frozen pork in the central reserve will be implemented on April 29. This bidding transaction for the purchase and storage of 40000 tons will be listed. In 2022, the collection and storage batches of frozen pork in the central reserve are particularly intensive, especially in April, which will become the fourth batch of this month. [details]
stock market focus
financial Associated Press: recently, A-Shares continued to adjust, and some data began to show dominant changes. The reporter noted that the net breaking degree of listed companies, as one of the investment reference indicators, is also deepening. Data show that as of April 27, more than 500 A-share listed companies have broken the net, accounting for 10.5% of the total number of listed companies. The data show that in the past decade, the proportion of net breaking listed companies accounting for more than 10% has occurred five times, and they all occurred in the relatively bottom area of the market, respectively in June 2005, October 2008, may 2014, October 2018 and March 2020.
According to past experience, after the number of listed companies with broken net accounts for 10% of the total, A-Shares often usher in a bull market or the start of structural market. [details]
surging news: well known private equity ningquan assets said it would use its inherent funds to purchase 110 million yuan of its funds. Ningquan assets was founded by Yang Dong, an asset management boss. When the A-share broke through the high of 6000 points in 2007, Yang Dong “urged” fund holders to redeem the stock fund in the form of an open letter. [details]
first finance and Economics: on April 26, the 11th meeting of the central finance and Economics Commission was held to study the issue of comprehensively strengthening infrastructure construction. The meeting stressed that building a modern infrastructure system will lay a solid foundation for building a modern socialist country in an all-round way. The meeting set the tone to comprehensively strengthen infrastructure construction. What signal will it release? Guosheng Securities pointed out that the meeting of the financial and Economic Commission highlighted the importance of infrastructure and opened up medium – and long-term space for infrastructure. This meeting is devoted to strengthening infrastructure, pointing out that infrastructure is expected to become a key economic task and market investment clue in the long term. [details]
financial Associated Press: this week, the first month of the second quarter of 2022 for A-Shares is coming to an end. In this month, the impact of the overseas Russian Ukrainian conflict continues, the Fed’s expectation of raising interest rates heats up, and the epidemic situation in China is more widespread. Before the rebound on April 27, the Shanghai index retreated by more than 10% in April. Institutions also have different views on the time point of future rebound. Among various uncertainties, the research data of institutions at this stage reveal the clue of market layout after May Day. From the perspective of industry, in the past month, the industries in which institutions participated in the most research focused on new metal and non-metallic materials, computer software, medical devices and semiconductors. [details]
subscription of new shares: Jiangsu Huachen
new bond subscription: none
IPO: Hechuan technology, wangbian electric
new bond listing: none
company news
Jingke energy: company’s 182n high efficiency monocrystalline silicon battery conversion efficiency has been certified by the Chinese Academy of metrology
China Resources Double-Crane Pharmaceutical Co.Ltd(600062) : company and Henan real biology have entered into communication and negotiation on cooperation, but no specific project agreement has been signed
Jiangxi Ganneng Co.Ltd(000899) : it is proposed to invest 12.8 billion yuan in clean coal power and other projects
Shandong Xinhua Pharmaceutical Company Limited(000756) : H shares suspension has no impact on a shares
Byd Company Limited(002594) : first quarter net profit increased by 240.59% year-on-year
Gigadevice Semiconductor (Beijing) Inc(603986) : first quarter net profit increased by 127.65% year-on-year
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) : first quarter net profit increased by 70.03% year-on-year
Guangzhou Automobile Group Co.Ltd(601238) : first quarter net profit increased by 27.17% year-on-year
Chongqing Fuling Zhacai Group Co.Ltd(002507) : first quarter net profit increased by 5.39% year-on-year
Topchoice Medical Co.Inc(600763) : first quarter net profit increased by 1.25% year-on-year
Longi Green Energy Technology Co.Ltd(601012) : first quarter net profit of 2.664 billion yuan, an increase of 6.46%
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) : first quarter net profit increased by 88.51% year-on-year
Zhejiang Huayou Cobalt Co.Ltd(603799) : first quarter net profit increased by 84.4% year-on-year
Saturday Co.Ltd(002291) : the company’s actual controller and chairman propose that all employees increase their shares in the company
data list
Shanghai and Shenzhen Stock Markets: on April 27, the three major indexes rose rapidly in the afternoon. As of the closing, the Shanghai index rose 2.49%, the Shenzhen Composite Index rose 4.37% and the gem index rose 5.52%. On the disk, energy metals, photovoltaic equipment, salt lake lithium extraction and other sectors led the increase; Textile and clothing, commercial department stores, real estate services and other sectors led the decline. Nearly 4000 stocks in the two cities rose.
Hong Kong stocks: Hong Kong Hang Seng Index closed up 0.06% in shock, and Hang Seng technology index rose 1.68%. Raw materials and energy sectors rebounded, Ganfeng Lithium Co.Ltd(002460) up more than 12%, and CNOOC rose more than 6%. Haidilao rose more than 11%, leading the rise of blue chips. Pharmaceutical, banking, real estate and other sectors fell, with Dexin China down more than 6% and Hang Seng Bank down more than 3%.
Shanghai Shenzhen Gangtong: BEIXIANG capital bought a net 4.359 billion yuan today Kweichow Moutai Co.Ltd(600519) , Ping An Bank Co.Ltd(000001) , Midea Group Co.Ltd(000333) received net purchases of 919 million yuan, 305 million yuan and 301 million yuan respectively China Merchants Bank Co.Ltd(600036) net sales topped the list, amounting to 556 million yuan.
On the third day of the year, the net inflow of shares on the list was the largest. Data show that the stock closed within the daily limit, up 22.28% in the past three days. The top net inflow of funds was China Galaxy Securities Co.Ltd(601881) Xiamen Meihu Road, with a net purchase of 732854 million yuan on the third day. A total of 36 stocks were involved in the institutional participation list, of which 16 were net bought by the institution, China Resources Double-Crane Pharmaceutical Co.Ltd(600062) was the most bought, with a net purchase of 961237 million yuan in three days. In addition, 20 shares were sold by institutions, and Jiangsu Zhongnan Construction Group Co.Ltd(000961) was sold the most, with a net sales of 108 million yuan in three days.
margin trading : as of April 26, the balance of Shanghai and Shenzhen stock markets was 1541426 billion yuan, a decrease of 29.697 billion yuan compared with the previous trading day. Among them, the financing balance was 146545 billion yuan, a decrease of 27.995 billion yuan compared with the previous trading day; The balance of securities lending was 75.976 billion yuan, a decrease of 1.702 billion yuan compared with the previous trading day.
Shibor : Shibor reported 1.3030% overnight, down 0.3 basis points; Shibor reported 1.7430% in seven days, up 6.2 basis points; Three month Shibor reported 2.2420%, down 1.0 basis points.
foreign exchange
On April 27, the central parity rate of RMB was 6.5598, down 8 points, and the central parity rate of the previous trading day was 6.559 The onshore RMB closed at 6.5569 against the US dollar at 16:30, down 96 basis points from the previous trading day
property market observation
financial Associated Press: on April 26, Foshan Municipal Bureau of housing and urban rural development issued a notice on optimizing the stock commercial housing policy. For the commercial housing with the latest deed tax payment time or real estate registration time of more than 5 years, the commercial housing shall not be included in the number of housing units owned by the resident family when the resident family handles the purchase qualification verification online. At the same time, the commodity housing does not need to be verified for house purchase qualification when carrying out transfer procedures such as online signing of sales contract, gift and judicial auction. [details]
surging news: surging news learned from Nanjing real estate transaction management hotline that the conditions for non registered residence households in Nanjing to apply for house purchase have been adjusted. Nanjing real estate transaction management staff said that at present, families who are not registered residence residents of the city can have new acceptance conditions. Within one year, they have paid personal income tax or social security in Nanjing for a total of six months, excluding supplementary payment. [details]
International Information
China Central Television: according to the news on the official website of the Russian President on April 27, Russian President Vladimir Putin instructed to extend the restrictions on the export of chemical fertilizer to Russia until August 31, and considered the possibility of further extending the restrictions. Meanwhile, Putin ordered the cancellation of import tariffs on agricultural machinery and accessories without similar products in Russia, including some combine harvesters and gardening machinery. In addition, the government allocated 7 billion rubles from the budget for the research and development of alternative products for fishing fleet equipment. [details]
interface news: Australian lithium miner Pilbara conducted the first lithium concentrate auction in 2022 on April 27, Beijing time, with a transaction price of US $5650 / ton, which is in line with market expectations. The auction totaled 5000 tons. Combined with the freight cost of more than 900000 tons of lithium / carbonic acid, equivalent to about 380000 US dollars. [details]
futures market
China’s crude oil, crude oil, urea and other commodities rose by more than 2%, while China’s crude oil, oil and other commodities rose by more than 4%, while China’s crude oil futures and SS futures rose by more than 5%; Ferrosilicon fell by more than 2%, coking coal and red dates fell by more than 1%, and eggs and NR fell slightly.
International Futures: comex June gold futures fell 0.81% to US $188870/oz. WTI crude oil futures closed up 0.31% to US $102.02/barrel; Brent crude oil futures closed up 0.31% to $105.32 a barrel
overseas index
US stock market: most major US stock indexes closed up, with the Dow index up 0.19%, the S & P 500 index up 0.21% and the NASDAQ down 0.01%. Aviation and steel sectors rose.
European stock market: European stock market closed with the main index rising generally. Germany DAX30 index rose 0.2%, UK FTSE 100 index rose 0.55% and France CAC40 index rose 0.48%.
Asia Pacific Stock Market: april 27, the Nikkei 225 index closed down 322.61 points, or 1.21%, at 263775 points. South Korea’s Kospi index closed down 29.25 points, or 1.10%, at 263906.
