This morning, the concept of Sino-Russian trade continued to rise sharply, and the port and shipping sectors set off a rising tide. However, the liquor, lithium battery, and automobile sectors fell sharply, and Moutai directly fell below the 1800 yuan mark...
Let's first pay attention to the latest developments in Russia and Ukraine.
The latest developments in the situation in Russia and Ukraine
The "Nord Stream-2" natural gas pipeline project investment company will stop paying to the Russian side
On March 2, local time, German oil and gas company Wintershall Dea said it would stop making payments to Russia and record an impairment loss of 1 billion euros (about $1.1 billion) in the Nord Stream-2 gas pipeline project.
Wintershall Dea is one of five investment companies for the Nord Stream-2 gas pipeline project.
Nord Stream-2 is a natural gas pipeline from Russia bypassing Ukraine and going directly to Germany via the Baltic Sea, which takes more than 10 years from assessment to completion, costing a total of 11 billion US dollars, and is jointly funded by enterprises from Russia, Germany, France, the Netherlands, Austria and other countries.
Russian Foreign Ministry: Germany's decision to suspend the certification process for the Nord Stream-2 gas pipeline project is unacceptable
Russian Foreign Ministry spokesperson Zakharova said on the 2nd that the German government's decision to suspend the certification procedure of the "Nord Stream-2" natural gas pipeline project is unacceptable.
Zakharova said the Decision of the German Government was unacceptable and unworthy from the perspective of international commercial law. The German government was dragged under pressure to use the project as a lever to exert pressure on Russia, further demonstrating its inability to separate politics from the economy. She said Germany's decision to stop approving the project would cause irreversible damage to Russian-German relations, calling into question Germany's reputation as a reliable foreign economic partner, the consequences of which should be entirely borne by the German side.
Zelenskiy held a teleconference with local leaders in Ukraine to discuss the current situation
In the early morning of the 3rd local time, the Ukrainian Ministry of Defense revealed that Ukrainian President Zelenskiy held a teleconference with the mayors of various cities and regional military chiefs.
Local officials reported on the current situation, regional defensive measures and the allocation of personnel and weapons, as well as on civilian casualties and infrastructure damage. The meeting determined the establishment of "green channels" for the supply of food, medicine and materials in some of the badly damaged areas.
Moody's downgraded Russia's sovereign credit rating to B3
On March 3, moody's downgraded Russia's sovereign credit rating to B3, according to information posted on its official website by international rating agency Moody's.
The World Bank suspended all its projects in Russia and Belarus
According to Agence France-Presse and Reuters, on March 2, local time, the World Bank said that all projects in Russia and Belarus will be suspended from now on.
Japan will additionally freeze the assets of four banks, including VTB, Russia's second-largest bank
Sina reported that Japanese Finance Minister Shunichi Suzuki said that the Japanese government will freeze the assets of four banks, including VTB, Russia's second-largest bank that has not been targeted by sanctions.
Georgia will apply to join the European Union
2 years ahead of schedule
According to the comprehensive Russian news agency and TASS news agency, Russia's southern neighbor: Georgia, will submit an application to join the European Union on the 3rd local time. This was 2 years earlier than originally planned.
Irakli Kobashidze, chairman of Georgia's ruling party "Georgia Dream Party", said at a briefing on the 2nd that the Georgian government has prepared an application to join the European Union. The ruling party had planned to submit an application in 2024, hoping to achieve new reforms before then.
Kobašidze further noted: "However, taking into account the political context and the new reality, after consultation with the party committee members, and especially with the prime minister, the 'Georgian Dream Party' decided to immediately apply for candidacy for EU membership." ”
Screenshot of the Russian news agency report
Russian billionaire sells Chelsea team
In the early morning of Beijing time on the 3rd, the owner of the Premier League Chelsea club, Russian billionaire Roman Abramovich, said through the club's official statement that he made the decision to sell chelsea club and believed that this was in the best interests of the club, fans, employees and club sponsors and partners.
Abramovich said it was a very difficult decision. The sale of clubs will not proceed quickly, but will follow the appropriate procedures. For him, it was never a matter of business or money, but pure passion for the game and the club. In addition, he will not ask for repayment of any loans and has instructed the team to set up a charitable foundation to donate all net proceeds from the sale.
Abramovich, 56, became chelsea owner in 2003 and spent a fortune to build the team. After he took over, Chelsea has been among the top football clubs in Europe for nearly 20 years, winning many titles including the Champions League and the Premier League.
The White House announces new sanctions against Russia
This includes the implementation of an export control policy for Belarus
On March 2, local time, the White House announced the details of a series of latest economic sanctions against Russia and Belarus, including the implementation of export control policies for Belarus to prevent the flow of scientific and technological software and technology into Russia through Belarus.
The details are as follows:
- The U.S. Department of Commerce will extend strict export controls against Russia to Belarus in response to Belarus' support for Russian President Vladimir Putin's military campaign against Ukraine.
- The U.S. State Department will impose sanctions on the Russian defense sector, and will designate a total of 22 Russian defense-related entities, including companies that manufacture fighter jets, infantry fighting vehicles, electronic warfare systems, missiles and drones for the Russian military.
- The U.S. Department of Commerce will impose export controls on Russian oil and gas extraction equipment, and the U.S. Department of Commerce will impose restrictions on the export of technologies that have long supported Russia's refining capacity.
"Reducing global energy supplies is not in the strategic interest of the United States and its allies and partners, so previous financial sanctions have eliminated energy transactions." But the United States, along with its allies and partners, has long-term interests in reducing Russia's position as a leading energy supplier. “
- The U.S. Department of Commerce will coordinate with other departments to add entities involved in or otherwise supporting the Russian and Belarusian security services, military and defense services, and military and defense research and development efforts to the entity list. "These actions will ensure that its military, as well as its aerospace, maritime and high-tech sectors, do not have access to U.S. technology products and technologies that can be used to support Russian technology maintenance and innovation."
- Prohibition of entry and use of United States airspace by Russian aircraft. This includes aircraft that are certified, operated, registered or controlled by anyone associated with Russia. This includes the elimination of all Aeroflot's operational capabilities to and from U.S. destinations, both passenger and cargo, and the denial of access to U.S. airspace by any Russian-operated aircraft.
The White House said the move would "severely limit the ability of Russia and Belarus to obtain the materials needed [for military operations in Ukraine]." Meanwhile, the United States and its allies are conducting sanctions confirmation procedures against 22 Russian "defense-related entities," including companies that provide technical and material support to the Russian military. U.S. Secretary of State Blinken said at a State Department news conference on the same day that "defense-related entities" include companies that manufacture fighter jets, infantry fighting vehicles, missiles, drones and electronic warfare systems.
In addition, the United States and allies in joint sanctions against Russia are also targeting the "technology exports" of Russia's refining industry, and plan to impose sanctions on the refining industry to achieve the purpose of restricting the Russian oil industry while protecting U.S. consumers.
The United States has supplied Ukraine with hundreds of Stinger anti-aircraft missiles
On March 2, local time, according to sources, the United States has supplied Ukraine with hundreds of Stinger anti-aircraft missiles this week. Among them, more than 200 missiles arrived in Ukraine in a single day on February 28. Previously, the U.S. government authorized the three Baltic states to supply U.S.-made weapons to Ukraine. This week, for the first time, the United States directly supplied Stinger anti-aircraft missiles to the Ukrainian side. On the 2nd, US Secretary of State Blinken said that as of now, Ukraine still has a way to successfully receive weapons provided by other countries.
Russia and Ukraine lingered before a more brutal war
The status of the second round of negotiations is unclear
According to the Global Times, Russia and Ukraine are on the brink of war and peace. On the afternoon of March 2, local time, Russian presidential press secretary Peskov said that the Russian delegation "will wait" for the Ukrainian delegation at the agreed place to prepare for the second round of Russian-Ukrainian negotiations that night. But Ukrainian Foreign Minister Haleba responded that Kiev was ready to negotiate with Russia, but was not prepared to accept Russia's "ultimatum." On the same day, the Russian army announced that it had "completely controlled" the city of Kherson, the capital of the Ukrainian Kherson Oblast, which was the first major Ukrainian city declared by the Russian side to be occupied in the Russian-Ukrainian war. "We have not slept for 7 nights," Ukrainian President Zelenskiy wrote on Twitter on the 2nd. On the day, brent crude prices soared above $113 a barrel, a new eight-year high. On the evening of March 1, local time, US President Biden delivered a State of the Union address in Congress, announcing that the US airspace would be closed to Russian flights, and he boasted that the United States has "provided more than $1 billion of direct assistance to Ukraine", but reiterated that the United States will not send troops to Ukraine.
Russian media: Macron claims to continue dialogue with Putin to persuade him to "lay down his arms"
The Russian Satellite News Agency just reported on the 3rd that French President Macron claimed that he would continue to communicate with Russian President Putin to persuade the latter to "lay down his arms" and prevent the situation from spreading further.
Screenshot of the Russian Satellite News Agency report
Macron also stressed that Paris did not start a war against Russia, while also praising the role played by russians in World War II.
On February 24, the Kémie palace said that at the request of French President Emmanuel Macron, the Heads of State of Russia and France held a telephone meeting. Some media revealed that Macron is the only Western leader to talk to Putin after announcing "special military operations". On the 25th, Macron came forward to clarify that in fact, Ukrainian President Zelenskiy wanted to contact Putin and could not be contacted, so he entrusted himself to call Putin, and Macron also revealed that he "responded to Zelenskiy's request" and had a "rapid, frank and direct exchange" with Putin.
On February 28, Macron spoke to Russian President Vladimir Putin and Ukrainian President Zelenskiy. According to the official website of the Elysee Palace, Macron's call with Putin lasted 1 hour and 30 minutes. Macron said he stressed the need for an "immediate ceasefire". Putin stressed that the current Ukrainian crisis can only be resolved if Russia's legitimate security interests are unconditionally considered, including recognition of Russian sovereignty over Crimea, the completion of Ukraine's demilitarization and "de-Nazirification", and the securing of Ukraine's neutrality.
Sino-Russian trade concept stocks continue to ferment
Ports and shipping are rising and falling
Sino-Russian trade concept stocks continue to ferment. Ports and shipping rose ahead, while tourism and coal stocks rose ahead.
The port index rose 5%, Lianyungang rose more than 10%, Jinzhou Port, Liaogang shares rose more than 9%.
The maritime sector extended its gains to 4.26 percent, with COSCO Holdings up nearly 5 percent.
Among them, Zhejiang Dongri rose again today, so far, nearly 5 days 4 boards.
The company continues to promote the pace of extraterritorial development of agricultural batch business. The "China-Russia International Agricultural Products Wholesale Trading Center" in Harbin, Heilongjiang Province, has bid for the project land and gradually entered the construction stage. The project is constructed and operated by Harbin Dongji Industrial Co., Ltd., a subsidiary of the Company.
The company's main business is agricultural and sideline products wholesale trading market business, fresh food distribution business (side dish business) and soy products production and processing related business.
Ningbo Shipping also sealed the limit, 4 days 3 boards, the current price of 5.58 yuan, an increase of 10.06%.
On the news, the Ministry of Transport issued a notice to reduce port fee projects and reduce pilotage fees in coastal ports.
Analysts in the investment and trading industry of CITIC Construction said that the global container shipping supply chain has always been in a tight state, and it is expected that the contradiction between supply and demand of subsequent container shipping may become more prominent, and the freight rate may produce non-linear mutations.
Analysts in the investment and trading industry of CITIC Construction said that the global container shipping supply chain has always been in a tight state and "has no resistance to the impact of any event." Judging from the impact of events such as the blockage of the Suez Canal and the suspension of Yantian Port in history, it has led to non-linear mutations in freight rates. Although container transportation to and from the Black Sea is a relatively niche trade, the continuous escalation of the situation in Russia and Ukraine may have a greater impact on the global container supply chain, greatly delaying the recovery of the global supply chain.
Specifically, on the supply side, the escalation of the situation in Russia and Ukraine may lead to chaos in the shipping schedule, and the corresponding supply of transportation capacity will be reduced; major liner companies may reduce the number of liner voyages into the Black Sea, and the average distance may increase; if the situation in Russia and Ukraine continues to escalate, Russia may attack infrastructure such as IT systems on the internet, or cause a greater blow to the global container supply chain.
On the demand side, the demand for material reserves of residents in European countries may increase significantly, or it will increase imports from countries with long distances, driving the demand for the overall tonnage of nautical miles. It is expected that the contradiction between supply and demand of subsequent consolidation may become more prominent, and the freight rate may produce nonlinear mutations.
Liquor plummeted
Moutai fell below 1800
The liquor index fell sharply, with the index falling more than 2.66%. Among them, Yingchao Tribute Wine, Luzhou Old Cellar, Drunkard Wine and so on fell ahead.
Guizhou Moutai directly fell below the 1800 yuan mark.
Lithium batteries and cars both fell sharply
In addition, lithium batteries, automobiles, military and other related sectors also fell ahead. The lithium battery negative electrode index fell more than 4%.
Among the auto parts, Zhongding Shares, Huayang Group and other declines are in the front.
So far, the Shanghai Composite Index rose 0.1% in midday, and the ChiNext Index fell 0.88%.
Shanghai added 2+3
One place is listed as a medium-risk area
According to Shanghai, at the press conference on the prevention and control of the epidemic held on the morning of March 3, the Shanghai Municipal Health Commission informed that on March 2, when Shanghai carried out routine screening of the relevant personnel involved in the risk personnel pushed to other provinces and cities, it found 5 people with abnormal nucleic acid test results, all of whom were employees of the Yonghui Supermarket Huting North Road Store in Jiuliting Street, Songjiang District. The specifics are as follows:
Case 1: Female, 46 years old, residing in Lane 333, Pule Road, Minhang District. In the early morning of March 3, the Municipal Center for Disease Control and Prevention reviewed the nucleic acid test of the new crown virus as positive. After consultation with the municipal expert group, combined with the epidemiological history, clinical symptoms, laboratory tests and imaging test results, the diagnosis was confirmed as a confirmed case of new crown pneumonia (mild). The case has been fully vaccinated against COVID-19.
Case 2: Female, 49 years old, residing in Lane 350, Jiudu Road, Songjiang District. In the early morning of March 3, the Municipal Center for Disease Control and Prevention reviewed the nucleic acid test of the new crown virus as positive. After consultation with the municipal expert group, combined with the epidemiological history, clinical symptoms, laboratory tests and imaging test results, the diagnosis was confirmed as a confirmed case of new crown pneumonia (mild). The case has been fully vaccinated against COVID-19.
Asymptomatic infected person 1: Female, 44 years old, living in Lane 1399, Laifang Road, Songjiang District. In the early morning of March 3, the test result was positive after review by the Municipal Center for Disease Control and Prevention. After consultation with the municipal expert group, the diagnosis of asymptomatic COVID-19 infection is based on the comprehensive epidemiological history, clinical symptoms, laboratory tests and imaging test results. The personnel have been fully vaccinated against the new crown pneumonia virus.
Asymptomatic infected person 2: female, 41 years old, living in Lane 288, Laifang Road, Songjiang District. In the early morning of March 3, the test result was positive after review by the Municipal Center for Disease Control and Prevention. After consultation with the municipal expert group, the diagnosis of asymptomatic COVID-19 infection is based on the comprehensive epidemiological history, clinical symptoms, laboratory tests and imaging test results. The personnel have been fully vaccinated against the new crown pneumonia virus.
Asymptomatic infected person 3: Female, 49 years old, living in Lane 326, Zeyue Road, Songjiang District. In the early morning of March 3, the test result was positive after review by the Municipal Center for Disease Control and Prevention. After consultation with the municipal expert group, the diagnosis of asymptomatic COVID-19 infection is based on the comprehensive epidemiological history, clinical symptoms, laboratory tests and imaging test results. The personnel have been fully vaccinated against the new crown pneumonia virus.
The trajectories involved in the above personnel are:
Songjiang District: Jiuliting Street Yonghui Supermarket Huting North Road Store, Jiuliting Street Huting North Road Lane 99 Chengdu You LiuJie • Beef Fake Vegetable Restaurant, Jiuliting Street Jiudu Road Lane 350 Jiuliting Community, Jiuliting Street Laifang Road 288 Lane Du Lane Community, Sijing Town Sheyue Road No. 27 Baole Hui Box Ma Xiansheng, Sijing Town Zeyue Road Lane 326 Peony Yiting, Jiuting Town Laifang Road Lane 1399 Lane Yinfang Community.
Minhang District: Meilong Town Pule Road Lane 333 Lane Jiangnan Xinyuan.
Relevant disinfection and control measures have been strictly implemented for the above-mentioned places.
According to the relevant requirements of the joint prevention and control mechanism of the State Council, after the study and decision of the Office of the Municipal Leading Group for the Prevention and Control of the New Crown Pneumonia Epidemic, the Yonghui Supermarket Huting North Road Store in Jiuliting Street, Songjiang District was listed as a medium-risk area, and the risk level of other areas in Shanghai remained unchanged.
The confirmed case in Songjiang and the case in Putuo District these two days
Is there a connection?
Wu Jinglei, director of the Municipal Health Commission, introduced that since the epidemic, the municipal and district disease control agencies have dispatched nearly 3,000 people to jointly carry out epidemiological investigations of relevant personnel, analysis and judgment of transmission chains, etc. At the same time, personnel control and nucleic acid sampling and testing are carried out. As of 10:00 on March 3, in addition to the positive infected people who have been reported, more than 55,000 people have been screened for this epidemic in Songjiang District, and more than 190,000 people have been screened for this epidemic in Putuo District. Through big data comparison and epidemiological investigation, no correlation has been found in the city.
In the next step, the city will further refine the circulation tracking, increase the intensity of nucleic acid screening, ensure that due diligence should be inspected, should be managed, should be isolated, quickly cut off the transmission chain, minimize the risk of transmission, and protect the health and safety of citizens.
The emergency service of Huashan Hospital General Hospital was suspended
At about 22:00 on March 2, Huashan Hospital affiliated to Fudan University issued an announcement that in accordance with the notice of the higher-level department's cooperation in investigation, according to the national and municipal epidemic prevention and control requirements, the hospital strictly implemented relevant personnel and environmental screening measures, and immediately suspended the emergency medical services at the gate of the general hospital (No. 12 Urumqi Middle Road), and please pay attention to the official notice of the hospital for the recovery time.
Hongqiao Campus, Pudong Campus, Baoshan Branch, Jiangsu Road Branch and Internet Hospital operate as usual.
Source: Burst! Russian neighbors apply to join the European Union, and the White House announces the latest sanctions! Zelenskiy: Haven't slept for 7 nights! A-share Sino-Russian trade concept set off a rising tide, Shanghai informed: a supermarket 5 employees infected