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Heavy! The situation in Russia and Ukraine has turned around, and Germany has made a key choice! The European and American stock markets have soared collectively, the A-share leaders have intensively released positives, and the market has stabilized?

author:Securities Times

The situation in Russia and Ukraine is dawning again!

Ukrainian President Zelenskiy delivered his latest video address. He said that the Ukrainian side is preparing for the next round of negotiations with Russia to achieve peace. Earlier, he also said that he knew that NATO would not accept Ukraine, and had calmed down about joining NATO, while asking for dialogue with Putin to discuss the situation in Crimea and the Donbass region. On the 9th, Russian Foreign Ministry spokesperson Zakharova said that the purpose of Russia's special military operations in Ukraine is not to overthrow the current Ukrainian government.

At the same time, Germany made key choices. German Foreign Minister Berberk said on the 8th that Germany opposes sanctions on Russian energy, and Germany will not stop importing energy from Russia. Belberg said, "Without Russian energy, Germany will come to a standstill." The Greek prime minister also said it would be unrealistic to immediately ban Russian gas imports.

Affected by this, the price of crude oil finally slipped from its highs. The stock market began a violent counterattack pattern, with german stocks rising more than 5% at one point, and The European Stoxx 50 index also plunging 5.5%. The U.S. stock market index also rose sharply, with nasdaq futures rising more than 2% at one point and Dow futures rising more than 500 points.

The A-share market also ushered in intensive positives. A number of listed companies in Shanghai have announced operating data, all of which are positive news, and more than 20 companies have issued announcements on increasing their holdings and buying back. There are also many companies in the Shenzhen market that have issued similar positives. Is the market stabilizing here?

The situation in Russia and Ukraine has taken a major turn for the better

On March 8, local time, Ukrainian President Zelenskiy was interviewed exclusively by the American Broadcasting Corporation (ABC). Zelenskiy said he had calmed down about joining NATO and asked for a dialogue with Putin to discuss the situation in Crimea and the Donbass region.

Zelenskiy said: "First of all, I am ready to talk to Putin. We will not surrender, because it is not my personal business, it is in the interest of the people who elected me president. As for NATO, I had cooled down a long time ago, when I knew NATO would not accept Ukraine. NATO fears such controversy and fears confrontation with Russia. The Ukrainian side could discuss with the Russian side how the people of Crimea and the Donbass region will live and seek a compromise solution. ”

On the 9th, according to media news, Ukrainian President Zelenskiy made the latest video speech. He said that the Ukrainian side is preparing for the next round of negotiations with Russia to achieve peace. On the same day, Russian Foreign Ministry spokesperson Zakharova said that the purpose of Russia's special military operations in Ukraine is not to overthrow the current Ukrainian government.

In the process, the attitudes of Germany and some European countries have become more and more different. On Wednesday, Germany took a stand against the European Union's ban on Sberbank's access to SWIFT. It also opposes the prohibition of the import of Russian crude oil and the prohibition of Russian access to ports. The German chancellor said that Russian energy is crucial to European energy security, and Germany will not join the energy sanctions against Russia.

The United States and the United Kingdom announced on the 8th to stop importing energy from Russia, but the approach of the United States and Britain has not been widely supported by its European allies. German Foreign Minister Berberk said on the 8th that Germany opposes sanctions on Russian energy, and Germany will not stop importing energy from Russia. She said a third of Germany's annual oil needs comes from Russia. According to statistics, more than half of the natural gas needed by Germany every year depends on Russia. Belberg said, "Without Russian energy, Germany will come to a standstill." ”

What's more interesting is what happened to Biden. According to the US "Capitol Hill" news on the 9th, with the continuation of the Russian-Ukrainian conflict, the leaders of Saudi Arabia and the United Arab Emirates refused to call with US President Biden. According to U.S. officials, Biden's call could involve oil imports and exports with the two Middle Eastern oil producers. As for the reason for the refusal to call, the Capitol Hill newspaper believes that this may be that the Biden authorities have not given enough support in the conflict between Saudi Arabia and yemen's Houthi armed forces, and have not taken into account the wishes of the two countries when restarting negotiations on the Iranian nuclear issue.

The stock market and virtual currency counterattacked across the board

Due to the opportunity for easing the situation in Russia and Ukraine, the Stock Markets of Europe and the United States counterattacked across the board. German stocks rose more than 5 percent at one point, and The European Stoke 50 plunged 5.5 percent.

The U.S. stock futures index also rose sharply across the board.

It is worth mentioning that virtual currency has also ushered in a big upsurge. Bitcoin soared nearly 9%.

Senior U.S. government officials said Biden's order would launch research into the merits of the U.S. central bank's digital currency, as well as the measures needed to create it. The core policy goal of the United States remains to maintain the dollar's central position in the global market. The U.S. regulation of the $3 trillion digital asset ecosystem is critical to U.S. national security, financial stability, and competitiveness.

Crude oil, gold, etc., which have risen sharply recently, have undergone a certain adjustment.

Judging from the recent market situation, global investors have great expectations for peace. So as soon as there is some light, the stock market will rise sharply. For example, the intraday rally on Tuesday, the surge after the opening of the market on Wednesday. So, is things getting better? Further observation may be required. The attitude of the United States at this critical time is not very clear about Zelenskiy's temptation and Germany's choice.

The intensive release of A-share leaders is good

While the periphery is improving, the A-share market is also good. On the evening of March 9, another group of enterprises disclosed their operating data as of the end of February, including Shanxi Fenjiu, WuXi AppTec, Panzai Zhen, Polaria, China Jushi, Tongwei Shares, Daqo Energy, Jiangxi Copper, Jinshiyuan, Changshu Bank, etc.

Following Guizhou Moutai, Shanxi Fenjiu announced that from January to February 2022, the company is expected to achieve a total operating income of more than 7.4 billion yuan, an increase of more than 35% year-on-year; it is expected to achieve a net profit attributable to shareholders of listed companies of more than 2.7 billion yuan, a year-on-year growth rate of more than 50%.

Photovoltaic leader Tongwei shares disclosed the operating data of January and February, achieving operating income of about 16 billion yuan, an increase of about 130% year-on-year, and achieving a net profit attributable to the mother of about 3.3 billion yuan, an increase of about 650% year-on-year; Daqo Energy expects sales in the first quarter of 2022 to reach 35,000-37,000 tons, an increase of 63%-72% year-on-year. Electrolyte leader Tianci Materials also released monthly operating data for the first time, from January to February 2022, the company achieved operating income of about 3.3 billion yuan, an increase of about 260% year-on-year; achieved a net profit attributable to shareholders of listed companies of about 860 million yuan, an increase of about 470% year-on-year.

In addition, more than 20 companies submitted announcements related to increases and repurchases. Among them, it involves large and medium-sized companies such as Hengli Petrochemical, Gujia Home, Tongce Medical, Ordos, Yuyuan Shares, etc. Among them, Hengli Petrochemical added a new repurchase plan on the 9th, and intends to repurchase a total of not less than 1 billion yuan and no more than 1.5 billion yuan in the next 12 months.

On Wednesday, the Shanghai Composite Index once fell nearly 150 points, which is relatively rare and reflects the panic in the market to some extent. With the intensive disclosure of listed companies, it may help the market stabilize and rebound.

Editor-in-charge: Tactical Constant

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