A shares V! The new energy vehicle sector lifted the limit tide, and resource stocks strengthened in an all-round way

Hello, everyone. How’s the account harvest today? Big a and V today! The index fluctuated lower in the morning, the gem index once fell more than 1%, pulled up and warmed up in the afternoon, and the Shanghai index turned red. As of the close, the Shanghai index rose 0.01%, the Shenzhen composite index fell 0.06% and the gem index fell 0.3%.

On the disk, the new energy vehicle related sectors collectively strengthened, and individual stocks in the sector lifted the limit tide.

Resource stocks strengthened in an all-round way, nonferrous metals, steel, coal and other sectors rose sharply, Fujian Minfa Aluminium Co.Ltd(002578) , Tibet Summit Resources Co.Ltd(600338) , Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Shandong Jinling Mining Co.Ltd(000655) , etc Tianqi Lithium Corporation(002466) , Chongqing Iron & Steel Company Limited(601005) , Dayou energy, Anyuan Coal Industry Group Co.Ltd(600397) , Henan Yuguang Gold & Lead Co.Ltd(600531) , etc

RMB exchange rate soared!

Today, the market is generally stable, so we can’t find the reason. Next, let’s look at something else.

Biden made a statement in Tokyo on “whether to remove tariff barriers to China

According to Agence France Presse reported on the 23rd, US President Joe Biden said in Tokyo on Monday that he was considering removing some tariff barriers to China, and stressed that these barriers were not set by his government. The report said that when asked by the media whether it is possible to eliminate tariff barriers, he said, “we have not set these tariff barriers”. Biden added that the removal of tariff barriers was “under study”. A spokesman for the Chinese Foreign Ministry said earlier that the essence of China US economic and trade cooperation is mutual benefit and win-win results. There are no winners in trade and tariff wars. The unilateral imposition of tariffs by the United States is not conducive to China, the United States and the world.

hot search No.1

Tsinghua female doctor applying for Changsha associate police

Today, the first hot search of microblog is that Tsinghua doctoral students apply for the post of associate police in Yuelu District, Changsha.

Originally, the minimum requirement for this position was only a college. Whoever wanted to come to a doctoral student, even if he had a doctor, was still from Tsinghua. The personnel form reviewed by “police assistant post 2” showed that the highest education was a female doctor surnamed Zhang born in 1994, and the specialty was noted as “Tsinghua University”. In addition, there are 10 graduate students and 349 undergraduate students.

It is reported that the second recruitment Post plans to recruit 10 people. It is required to be women under the age of 35. The minimum education is limited to junior college and no major. Those with financial and written work experience are preferred.

Mr. fund checked it and it’s true.

However, the media reported that on the 23rd, the relevant personnel of Yuelu District said that the doctoral student surnamed Zhang did not meet the recruitment conditions, so it was regrettable that he was not admitted.

Many netizens lamented that the end of the universe is. However, some netizens reminded, “anyone who chooses a post to take the exam and practice hand feeling at will knows that the junior should prepare for the Warring States exam.”

Zhang Wenhong is also on the fourth hot search

Zhang Wenhong made a hot search because he recently made an academic report and delivered a speech entitled “implementation of prevention and control strategies in China against the background of the global epidemic of covid-19 pneumonia” at the 7th Academic Conference on respiratory disease prevention and control of the Chinese Preventive Medicine Association. In the half-hour report, Professor Zhang Wenhong made an in-depth analysis on the changes of China’s epidemic situation and the effect of prevention and control, the challenges of Omicron and the future prevention and control model.

Mr. fund looked at it and sorted out some key points to share with you.

1. Omicron’s challenge

Omicron has a basic reproductive number (R0), that is, a person can infect 9.5 people. In principle, it has spread very fast, and its transmission speed has exceeded chickenpox in the existing infectious diseases. Therefore, its spread is difficult to control, which also makes all parts of the country expand the scale of detection and tracking, and even adopt regional silence to stop the epidemic of the disease in order to achieve the goal of dynamic clearing.

When Omicron appeared in South Africa, the whole world basically thought it was a very difficult epidemic to control. We can see that the highest crest in the figure below is from South Africa. Later, Omicron swept the world with a destructive trend.

2. The characteristics of Omicron show important migration and evolution

Some very common symptoms in Delta, such as severe headache, fever, or severe systemic inflammation, are less severe in Omicron. However, the symptoms of upper respiratory tract are significantly higher than those of delta, such as sore throat, hoarseness and some uncommon muscle pain. In other words, the symptoms of Omicron did decrease, but some symptoms of the upper respiratory tract showed a significant increasing trend. This phenomenon is similar in Shanghai.

3. Antibody escape

Most of the infected people have been vaccinated. At present, except that the proportion of the elderly who have been vaccinated is relatively low, many other people have actually been vaccinated, and even the proportion of booster vaccination is relatively high. In this case, there are two factors to reduce the symptoms of Omicron. One is that it has been vaccinated, and the other is that the virulence of Omicron has also been reduced.

3. Vulnerable population is the biggest challenge since the outbreak of Omicron

The inflammatory response of Omicron to the host is indeed a little lighter than that of influenza, but its inflammatory response is still more serious in vulnerable people. This means that Omicron will induce a certain degree of inflammation, but the degree is weaker than that of influenza. If the patient is older and the underlying disease is more serious, this inflammatory reaction may be fatal.

4. Vaccine is still an effective protective measure, especially for reducing the rate of severe illness and death

The recent experience from this wave of epidemic in Shanghai is that vulnerable people are the biggest challenge we have faced since the invasion of boomikron. For the patients with heart, brain, kidney and other basic diseases, as well as those with diabetes, abnormal immune function and old age, it will induce more serious inflammatory reaction, resulting in severe and critical covid-19 pneumonia. At present, the death cases are basically related to the inflammatory reaction induced by special people and the aggravation of the primary disease itself.

In this case, we have to look back at the role of the vaccine. Some time ago, in this round of epidemic in Hong Kong, it was found that 90% of people had basic diseases. After comparing the correlation between vaccine injection and death, it was found that the protection of three injections of vaccine against mortality could reach more than 95%, close to 98%.

The characteristics of the epidemic in Shanghai. Among the people over 60 years old, the vaccination coverage rate is still relatively low, only 62%, and the booster vaccination is only 38%. In other words, vaccination is insufficient among the elderly. At the same time, among the dead cases, its vaccination rate reached only 4.97%. So from this data, we will finally compare the injection and non injection of vaccine. In terms of deaths, the vaccine injection rate will certainly be much lower than that of non injection peers.

If there is a larger infection, what is the approximate number of deaths? This is based on whether we fully count all infections. So I compared the mortality rates of South Korea and Australia, because their overall detection coverage is very wide and the number of patients recorded is relatively sufficient.

Dividing the number of deaths by the total number of infections can be used to calculate a result. It can be found that the death rate of the two countries is relatively close, basically maintained at 0.09% ~ 0.1%.

The case fatality rate in Singapore is very low, which is maintained at about 0.1%. Its vaccination rate is very high, so when there is a very large increase in the number of cases in this wave of Omicron in Singapore, its death rate does not appear to be like that in Hong Kong. Singapore has a vaccination rate of more than 80% among people over the age of 80.

In New Zealand, the vaccination rate can reach 98% among people over the age of 65. From this perspective, these countries have common characteristics. For example, New Zealand has a large number of infected people, but its death rate is only 0.08%.

5. Future prevention and control mode

Increasing nucleic acid detection can also reduce the speed of virus transmission. But there is a requirement. We may have to do nucleic acid repeatedly for a long time, which will certainly have a certain impact on our life.

After the end of the epidemic in Shanghai and after the national epidemic is controllable, intensive vaccination should be put on the agenda for the aging population, especially those with basic diseases. At present, there are basically two methods of booster injection. One is to use booster injection to inject the inactivated vaccine of Omicron, which is directly used as booster injection or a booster injection after three injections. The other is two doses of inactivated vaccine plus one dose of protein vaccine, which is the vaccination strategy of heterologous vaccine. However, the vaccination of homologous vaccine has been updated recently. The inactivated strain of Omicron is used to replace the existing strain. We can also regard it as a new way of heterologous vaccination. We can see that its antibody level against the mutant strain will reach a higher level.

6. Believe in the future

We now see that the challenge of this wave of Omicron is great, but we should also see more hope. The proportion of asymptomatic infections in the world has gradually increased, and the proportion of severe cases has further decreased. In other words, our challenges are not as high as expected. The main challenges still come from vulnerable groups. At the same time, effective drugs are gradually coming out in both China and the world. The coverage of vaccines is further improved and severe diseases can be prevented. Maybe covid-19 epidemic will not end in the short term. We need more time, more patience, more courage, more wisdom and technology to overcome all this. Thank you.

rubles won

the Central Bank of Russia began to buy foreign exchange to curb the strength of the ruble

According to the Russian business daily, the Russian Central Bank began to buy foreign exchange to curb the strength of the ruble.

In addition, on the 23rd local time, the Russian Ministry of Finance and the central bank proposed to reduce the proportion of compulsory foreign exchange settlement of foreign exchange income derived from export earnings of enterprises to 50%. The Russian government will make a decision on this this this week. Previously, according to the presidential decree signed by Russian President Vladimir Putin at the end of February, 80% of the foreign exchange income of export commodities recorded by Russian enterprises after January 1, 2022 must be forcibly settled into rubles.

On the 21st, sources said that Germany and Italy have allowed enterprises to open ruble accounts to continue to buy Russian natural gas and avoid supply interruption. The report said that the move was approved after discussion with the European Commission and was not considered a violation of sanctions against Russia. It is reported that in the latest written guidance document, the EU said that if the enterprise purchases Russian natural gas in the currency of the existing contract, it is considered not to have violated the sanctions, but did not mention whether opening a ruble account would violate the sanctions. According to Reuters, some EU diplomats believe that this guidance is deliberately vague in order to enable countries to continue to buy Russian natural gas.

National Health Commission: no one size fits all approach to control the epidemic without affecting people’s basic medical treatment and life

The joint prevention and control mechanism of the State Council held a press conference at 3 p.m. on May 23 (Monday). Mi Feng, spokesman of the National Health Commission and deputy director of the publicity department, said at the meeting:

In China, the number of locally confirmed cases and asymptomatic infections has decreased for 27 consecutive days, but there are new local aggregated epidemics, and the situation of epidemic prevention and control is still grim and complex.

We should focus on the prevention and control of port areas, strengthen the input of external defense, prevent people, materials and the environment at the same time, and resolutely hold the defense line.

It is necessary to speed up the disposal of aggregated epidemic situations, find and eliminate epidemic risk points in a timely manner, and check them as much as possible, collect all accounts receivable, separate them as much as possible, and treat them as much as possible.

We should improve the classified treatment system, establish a gradient admission and two-way referral mechanism, plan and prepare designated hospitals, shelter hospitals and centralized isolation points in advance, so as to avoid a run on medical resources.

Efforts should be made to control the epidemic without affecting the people’s basic medical treatment and life, implement various prevention and control measures in accordance with the law and regulations, and do not simplify and apply one size fits all.

We should focus on the elderly, orderly promote homologous and sequential covid-19 virus vaccine, and strengthen immunization.

To improve the normalization monitoring mechanism, provincial capitals and cities with a population of more than 10 million should establish a “sampling circle” for nucleic acid within a 15 minute walk to facilitate nucleic acid sampling nearby. Carry out regular nucleic acid detection, increase the detection frequency in key industries and people, and improve the ability of early detection.

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