China Fund News Taylor
Today's A shares, the old excitement, the tail of the crazy pull up!
A shares and Hong Kong stocks rose in the tail end
A shares on the 18th, three consecutive yangs! A magical scene in the tail plate happens. Real estate, the big financial sector straight up, the three major indexes of the market all turned red!
The data shows that the net inflow of northbound funds exceeded 8.4 billion yuan.
The only fly in the ointment is that many weighted stocks such as Cataline Times, Bank of Ningbo, Postal Savings Bank, Industrial and Commercial Bank of China and other weighted stocks have a diving trend in the tail market auction, and on the news surface, FTSE Russell reviewed and changed the FTSE China Index, which took effect after today.
Insurance stocks continued to strengthen, with Ping An of China rising more than 5%, followed by Tianmao Group, China Pacific Insurance Company, Xinhua Insurance, Chinese Insurance and so on.
At noon today, Yao Bo, co-CEO and chief financial officer of Ping An of China, said at the annual report results conference that due to the fluctuations in the external environment and the cyclical nature of life insurance in the past year, Ping An's stock price of China is indeed undervalued, "I hope the market will give patience and time." Yao Bo said that China's economic fundamentals are stable, and the measures to stabilize growth have laid a firm foundation for economic development and are full of confidence in the long-term improvement of China's economy. Ping An's management is also full of confidence in the company's development, and will further do a good job in fundamentals in the future, and will also actively do a good job in market value management.
In addition, the decline in stock prices is also due to the pain of transformation in the life insurance industry and facing great challenges. Yao Bo said that the overall development model of the life insurance industry has bottlenecks, the needs of customers have changed, and the demographic dividend and agent dividend have also been affected. "Ping An of China is actively promoting the transformation, but this will take a certain amount of time, and I hope the market will be patient," he said. ”
In addition to insurance, real estate stocks are also rising, Sunshine City, Rongan Real Estate, Suzhou Happy, Tianbao Infrastructure, Songdu shares up and down, Xinhualian, Binjiang Group, Gemdale Group, CCCC Real Estate and so on to follow.
Banks, securities companies and other large financial sectors rose in the afternoon, Huachuang Yangan, Huaxin shares, Bank of Chongqing, Lanzhou Bank, Bank of Communications and other gains in the front.
The large infrastructure industry chain has broken out again, and Zhejiang Construction Investment has risen again, and the stock has risen by 386% since February 7. Hope shares, Jianyan Design, Hualan Group and other shares 20% up and down.
The Hang Seng Index of Hong Kong stocks turned up in the afternoon, down nearly 2.7%; the Hang Seng Technology Index narrowed its decline, after falling nearly 6%, Kuaishou, Lenovo Group, Kingsoft turned up, Baidu rose more than 4%.
Why is the tail end of the market rising? Market analysis said that there are funds to come in and bet on favorable policies over the weekend. According to the Economic Reference News, the Fed raised interest rates before "boots landed". However, under the expectation of continuous interest rate hikes, the risk of funds returning from emerging economies is still inevitable. Industry insiders said that China's cross-border capital flows will remain stable, and the Chinese market will remain attractive to foreign investment. China's monetary policy will still focus on me, more proactive, and there is still room for interest rate cuts and RRR cuts.
The first batch of imported anti-new crown drugs in the country have been successfully cleared
The reporter learned from Shanghai Customs that at 11:30 p.m. on March 17, 21,200 boxes of imported anti-coronavirus drugs "Nematvir Tablets/Ritonavir Tablets" (Paxlovid) were quickly transported to the front line of the national anti-epidemic after being inspected and released by the customs of Shanghai Waigaoqiao Free Trade Zone and completed all import customs clearance procedures. This is the first batch of imports in the country after the drug was included in the latest version of the new crown pneumonia diagnosis and treatment plan.
On February 11 this year, in accordance with the relevant provisions of the Drug Administration Law and in accordance with the special approval procedures for drugs, the State Food and Drug Administration conducted emergency review and approval, and conditionally approved the import registration of Pfizer's new coronavirus treatment drug nematvir tablets/ritonavir tablets combination packaging (Paxlovid).
On March 15, the National Health Commission issued the revised key points of the "Diagnosis and Treatment Plan for Novel Coronavirus Pneumonia (Trial Ninth Edition)", showing that the specific anti-coronavirus drugs approved by the State Food and Drug Administration (NMPA) nematvir tablets/ritonavir tablets (Paxlovid) were written into the diagnosis and treatment plan.
Shanghai Customs actively plays the function of the logistics distribution center in the special supervision area of the customs, guides enterprises to "declare in advance", and after learning about the import of goods, quickly starts the customs clearance plan according to the actual situation and needs, and reasonably arranges the exit area and transportation plan.
After arriving at Shanghai Pudong Airport, the goods can be immediately picked up and transported to Waigaoqiao Free Trade Zone. In view of the stricter requirements of this batch of drugs on the storage environment, the customs of the bonded area has set up a special window and a green channel at the business site, and after receiving the declaration of the enterprise's exit area, arrange the customs officer to go to the enterprise to carry out the warehousing inspection work under the premise of safety protection, so as to achieve zero waiting for customs clearance.
In the future, there will be a number of batches of drugs to be imported one after another to help the national fight against the epidemic.
ICBC Nanning Branch responds to 250 million yuan of lost deposits:
Personal crimes, non-occupation of office
@Guangxi ICBC Publicity Weibo responded to the news that ICBC's 250 million deposits were missing on the 18th. According to the ICBC Nanning Branch, in response to media reports that Liang Mou, the former department manager of the ICBC Nanning Branch, defrauded the victim of funds, the relevant person in charge of the ICBC Nanning Branch said that at present, the judiciary has determined that Liang is a personal criminal act and does not belong to the occupation of his position; at the same time, the victim was lured by illegal high interest rates and operated through informal procedures, resulting in the loss of funds. Our bank adheres to the law and compliance operation, seriously deals with violations of laws and regulations, never tolerates them, and will handle this matter in accordance with the law and compliance to protect the legitimate rights and interests of customers.
According to previous media reports, at the beginning of 2018, Liang Mou, the former manager of the personal finance business department of the Nanning Branch of the Industrial and Commercial Bank of China, promised high interest to the outside world, absorbed funds from social personnel, and needed to return high principal and interest, etc., and had the idea of forging large deposit certificates to replace real deposit certificates of bank customers and stealing large deposits of customers in the form of agent withdrawals.
From September 2018 to May 2019, on the grounds that the loan enterprise made a deposit contribution, Liang found customers with idle funds through Mo and others to handle large deposit business at ICBC, promising to pay Mo and others a high deposit income of about 4.5% per month after handling large deposits in addition to giving interest on normal large deposits.
When sealing the certificate of deposit, Liang and his accomplice Shi X used a large amount of deposit certificates forged in advance to exchange the real deposit slips when no one was ready. After the forged certificate of deposit was sealed, Liang asked the victim to hand over the original ID card to Shi on the pretext of verifying the customer's identity. Shi X took the original customer ID card and the victim's real deposit certificate to the bank counter, used the password he had mastered in advance, and withdrew the money in the victim's deposit certificate through the business of handling customer withdrawals on behalf of the customer, and transferred it to the account controlled by Liang X and Shi X.
According to the "Criminal Judgment of the Nanning Intermediate People's Court" disclosed by the media, after appraisal, Liang absorbed a total of 3.555 billion yuan from 48 fundraising participants, transferred 3.488 billion yuan of principal and interest of the fundraising participants, and actually lost 149 million yuan of fundraising participants. The court of first instance held that Liang and Shi had closely cooperated in the process of stealing the certificate of deposit, and their acts met the elements of the crime of theft, and should be convicted and punished for theft according to law.
At the same time, the court held that Liang had the status of a bank executive, but he also knew that he could not use his position to facilitate the direct withdrawal of the victim's deposit certificate funds that had been truly deposited in the bank from the bank account by false means, so he completed the illegal possession of the victim's deposit certificate funds through the aforementioned methods, and his behavior did not conform to the criminal characteristics of the crime of embezzlement of office.
The outbreak of this round of epidemic in many places, the scope of the impact is wide, and the number of confirmed cases is large, and the National Health Commission has studied and judged
On March 18, the State Council New Office held a press conference.
China Central Radio and Television Corporation: This round of the epidemic has shown the characteristics of outbreak in many places, wide scope of impact, and large number of confirmed cases, how to judge the current round of epidemic? What are the characteristics of the traceability of the epidemic? What do you think is the reason for this outbreak?
Wang Hesheng, deputy director of the National Health Commission and director of the National Bureau of Disease Control and Prevention: Thank you for this reporter's question, and I will answer this question. Indeed, as our reporter mentioned, our epidemic has indeed shown the characteristics of many points, wide coverage and frequent occurrence. There are four main reasons:
First, since December 2021, the global new crown pneumonia has entered the fourth wave of epidemic peaks, and now it has been 11 consecutive weeks, and the number of reported cases per week has exceeded 10 million, which is still at a high level of epidemic. Especially since the beginning of this year, the epidemic situation in our neighboring countries and regions has risen rapidly, and the "pressure difference" with the epidemic level in the mainland has been increasing. From January to February this year, the number of infected people imported every day was 91 cases per day, much higher than the 22 cases in 2020 and 32 cases in 2021. Since March this year, the average number of imported infected people has exceeded 200 per day, and the highest number of cases in a single day has exceeded 300. It can be said that the pressure of the recent epidemic import has increased significantly.
Second, the recent major epidemic of the Global Omikejong variant, especially the BA.2 sub-branch, is stronger than the previous virus strains of the spread and occultity, early detection is indeed more difficult, resulting in the discovery of the epidemic often has a certain range, it can be said that the epidemic handling, control is also more difficult.
Third, the end of February this year coincided with the end of the spring festival holiday on the mainland, the opening of the spring semester of students, the resumption of work of enterprise workers, etc., which brought about a large-scale flow of personnel, coupled with the increase in conference training, marriage and funeral and other gathering activities of various personnel, which can be said to have become the "communicator" and "amplifier" of the epidemic, resulting in the rapid spread of the epidemic, and even cross-regional transmission.
Fourth, some places believe that the symptoms of the Aomi Kerong variant strain are mild, influenza is flu, the thinking is loose and paralyzed, there is a mentality of "resting the feet and slowing down", the preparation in all aspects is insufficient, and the requirements for normalized prevention and control and emergency handling have been relaxed.
We organized experts to analyze and judge, and everyone believes that the current round of global epidemic is a high epidemic and will not end in the near future. The mainland will continue to face the epidemic prevention and control situation dominated by the Olmi kerong virus strain in many places at the same time, and it can be said that the situation of prevention and control is becoming increasingly severe and complex.
At the same time, the results of the circulation traceability also show that the recent local cluster epidemics on the mainland are caused by overseas imported sources, and because after the infection of the Aomi Kerong variant strain, it is mainly mild and asymptomatic, resulting in more hidden import sources and more diverse transmission methods. Moreover, there are multiple transmission chains in the epidemic situation in many places, and the source of the epidemic is also complex, which brings great challenges to the traceability and prevention and control work.
These characteristics of this round of epidemic require us to further improve the sensitivity of monitoring and early warning, improve the monitoring mechanism triggered by multiple points, and effectively improve the "early detection" ability of the epidemic.
Update on the situation in Russia and Ukraine
Mayor of Lviv, Ukraine: The aircraft repair plant near the airport was hit by a Russian rocket
On the 18th local time, The mayor of Lviv, Ukraine, Andrei Sadovy, said through the social network platform that the Russian army fired several rockets in the direction of Lviv airport. Information confirmed that several missiles hit the aircraft maintenance plant near the airport and that the building was badly damaged.
Ukraine's Western Air Force Command later sent a message saying that a Russian submarine had fired six cruise missiles in the Direction of Lviv in the Black Sea, two of which were intercepted.
At present, the Russian side has not explained the above incidents.
The President of Ukraine will give an online speech at the Japanese Parliament on the evening of the 22nd
According to the Asahi TV News Network reported on the 18th, Ukrainian President Zelenskiy will deliver an online speech in the Japanese Parliament on the evening of the 22nd.
A train in Nikolaev, Ukraine, was hit by an air raid
At 7 o'clock in the morning of the 18th local time, a train in Nikolaev, Ukraine, was hit by an air raid, and smoke could be seen at the scene, and there was no report of injury or death.
The alarm sounded again in Lviv, Ukraine
In the early morning of the 18th local time, Lviv airport was attacked by four missiles. Explosions can be heard in Lviv, air raid sirens are constantly sounding, and ambulances are heading in the direction of the airport.
Hot search first: Hongxing Erke is on fire again! A large plate broke out, set off a rising tide, and the super bull stock soared nearly 400%! Hang Seng Technology plunged nearly 6%, and the two new stocks broke together! Just now, the Shenzhen Stock Exchange amplified the move