I. [News Express]
1. Wang Yiming, member of the Monetary Policy Committee: The effect of the central bank's profits is better than that of the RRR cut
It is reported that throughout this year, the central bank will hand over a total of more than 1,100 billion yuan of balance profits to the central government, in this regard, Wang Yiming, a member of the central bank's monetary policy committee, said that the central bank's profits are better than the reduction of the reserve requirement, which is conducive to boosting effective demand. The central bank's profits not only invested more than 1 trillion yuan in the base currency, but also drove the growth rate of M2 by about 0.5 percentage points. After the profits handed over by the central bank are directly in the hands of enterprises and residents after fiscal expenditure, the balance sheet of residents and the corporate sector is improved, and effective demand is boosted. From the effect point of view, the profits handed in by the central bank are better than the RRR cuts.
2. Meeting of the Commander-in-Chief of the State Council's Leading Group for Logistics Guarantee and SmoothNess: Jointly grasp the rectification of excessive prevention and control problems and make every effort to ensure that the transportation network is smooth and orderly
On April 19, the State Council Logistics Guarantee and Smooth Leading Group held the first meeting of the commander-in-chief (all). The meeting stressed that all member units of the work leading group should go all out in accordance with the general requirements of "people first, focus on key points, classified policies, standardized processes, openness and transparency, and pay close attention to details", and jointly grasp the current key work of logistics maintenance and smoothness.
3. China Steel Association: The main task facing the steel industry at present is how to maintain the balance between supply and demand under limited market demand
The China Steel Association pointed out that in the current market environment, the main task facing the steel industry is how to maintain the balance between supply and demand under the limited market demand. Reducing crude steel production is to give full play to the role of the government and the market, adjust the intensity of steel production in a timely manner, and establish a new balance between market supply and demand. From an international point of view, the production quota management of steel enterprises is also a production adjustment method that is often used. In the current market environment, steel companies should work energy conservation and environmental protection, improve the level of cleaner production, and accelerate ultra-low emission transformation. For enterprises with excessive environmental protection emissions and low environmental governance levels, it is inevitable that their production will be restricted. Rewarding the good and punishing the inferior and the survival of the fittest in the regulation and control of production capacity and output is also the correct orientation that fair supervision and strict supervision should adhere to.
4, the IMF cut this year's global economic growth forecast to 3.6% High inflation will continue for longer
The IMF lowered its global economic growth forecast and raised its inflation forecast. The IMF expects the global economy to grow by 3.6 percent in 2022, down 0.8 percentage points from its previous forecast and lowering growth forecasts for major economies this year. Looking ahead, the IMF expects commodity prices to continue to rise in 2022 before easing in 2023. Futures markets show that oil and gas prices will soar by 55% and 147%, respectively, in 2022, and then decline in 2023 as supply adjusts.
5. Ministry of Industry and Information Technology: The fourth batch of "Little Giant" enterprise cultivation and identification will be launched
During the "14th Five-Year Plan" period, the Ministry of Industry and Information Technology plans to cultivate millions of innovative small and medium-sized enterprises, 100,000 specialized new small and medium-sized enterprises, 10,000 "small giant" enterprises and thousands of single-item champion enterprises in the manufacturing industry, and will further increase the gradient cultivation this year. The person in charge of the Ministry of Industry and Information Technology revealed that this year, it is planned to cultivate about 3,000 "little giant" enterprises, drive the cultivation of provincial specialized and special new small and medium-sized enterprises to about 50,000, and will cooperate with the Ministry of Finance to support the high-quality development of a number of "small giant" enterprises. At present, the identification criteria for "Little Giant" enterprises are being improved, and it is planned to start the fourth batch of "Little Giant" enterprise cultivation and identification work around May.
6. State Grid: Strengthen top-level design, study and formulate action plans for building a new power system
Gao Yunlong, vice chairman of the National Committee of the Chinese People's Political Consultative Conference and chairman of the All-China Federation of Industry and Commerce, went to the State Grid Co., Ltd. to conduct key research and organize a symposium on promoting the high-quality development of the new energy industry and promoting the construction of a new power system. Xin Baoan, chairman of the board of directors and secretary of the party group of the company, made a work report. Xin Baoan said that the company focused on strengthening the top-level design, studying and formulating the first "double carbon" action plan and the construction of a new power system action plan for domestic enterprises; focusing on improving the ability of power grid resource allocation, inter-regional and inter-provincial transmission capacity of 240 million kilowatts; focusing on enhancing the power system regulation capacity, accelerating the construction of pumped storage power stations, and promoting the flexibility transformation of thermal power units.
7. Tesla's Shanghai Gigafactory has promoted the resumption of work and production of more than 100 parts manufacturers
Tesla's Shanghai Gigafactory resumed work on the 19th, and about 8,000 employees have arrived. Tesla is actively promoting the resumption of work and production of more than 100 parts manufacturers with the help of relevant state departments and the Shanghai Municipal Commission of Economy and Information Technology, and smoothing logistics. Some provinces and cities in the Yangtze River Delta also actively support the resumption of work and production of enterprises, for example, Taizhou City, Jiangsu Province, supports tesla companies to resume work and production of local supply chain enterprises and apply for transportation passes.
8. CNOOC: The company's shares will be listed on the Shanghai Stock Exchange on April 21
CNOOC announced that the company's shares will be listed on the Shanghai Stock Exchange on April 21.
9. Northbound funds sold a net of 1.9 billion yuan on Tuesday
Northbound funds sold a net of 1.944 billion yuan on Tuesday. China Merchants Bank, Weier Shares and Wuliangye received net sales of 1.308 billion yuan, 567 million yuan and 418 million yuan respectively. Guizhou Moutai had the highest net purchases of RMB730 million.
10, U.S. stocks closed up Nasdaq rose more than 2% Technology stocks rose in the front
U.S. stocks closed higher on Tuesday, with technology stocks leading the gains. The Dow rose 500 points, while the NASDAQ rose more than 2 percent. Investors are watching the week's intensive earnings reports and the movement of Treasury yields. The total number of new homes opened in the United States in March hit its highest level since 2006. By the close, the Dow was up 1.46 percent, the S&P 500 was up 1.61 percent and the Nasdaq was up 2.15 percent. Technology stocks rose in the front, software, automobiles, semiconductors generally rose, Amazon, AMD rose more than 3%, Tesla, Google, Intel rose more than 2%, Nvidia, Apple, Microsoft rose more than 1%. The precious metals and oil and gas sectors fell in the front, with Houston Energy falling more than 9%, US Energy falling more than 8%, and gold resources falling more than 3%. Most of the popular Chinese stocks rose, with iQiyi up more than 8%, Weilai, Xiaopeng Motors, Bilibili up more than 3%, and Alibaba, Ideal Auto and JD.com down more than 1%.
11, WTI crude oil futures fell 5.22%
WTI crude oil futures closed down 5.22% at $102.56 a barrel. COMEX June gold futures closed down 1.4 percent at $1,959 an ounce.
II. 【Market Strategy】
On Tuesday, the index rotated again, the Shanghai index closed slightly, the ChiNext index fell by more than 1.3%, it seems that the growth track rebound can only be regarded as an oversold rebound, not sustainable, the index once again shrunk the shock, the market short-term market has not yet appeared a significant turnaround. On the disk, oil and gas mining and services, planting and forestry, coal mining and processing led the rise, the semiconductor sector fell in the front, the index performance was not good but the performance of individual stocks did not continue to be freezing situation, the number of risers is more than the number of decliners, but the ratio of rises and falls to stop is at a low level.
The index continues to run in the lower half of the 3170-3290 point box, and the index continues to close, indicating that the recent market funds have a clear game for the trend of the market, but it is difficult for bulls to win under the contraction, and it is necessary to wait for the amplification of the volume. The Gem index has weakened again after bottoming out, which is also related to the volume of transactions, and the immeasurable rebound is doomed to be unsustainable, and it is reasonable to weaken. At present, it seems that the market volume has continuously closed out of the ground volume level, and the killing momentum in the later period is also relatively weak, and the possibility of bottoming out is gradually increasing.
III. [Theme Nuggets]
Iron and Steel: On the 19th, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Ecology and Environment, the National Bureau of Statistics and other departments will study and deploy the reduction of crude steel production in 2022, and will focus on reducing crude steel production in key areas of air pollution prevention and control in Beijing-Tianjin-Hebei and surrounding areas, the Yangtze River Delta region, and the Fenwei Plain, and focus on reducing crude steel production with poor environmental performance level, high energy consumption, and relatively backward level of process equipment, so as to ensure that the national crude steel production in 2022 will be reduced year-on-year.
Target: Fangda Special Steel (600507), Valin Steel (000932)
Carbon black: According to the carbon black industry network, recently, a number of overseas media reported that due to the Conflict between Russia and Ukraine, the supply of carbon black in Europe has been seriously affected. Judging from the current situation, Ukraine's carbon black supply and transportation routes have been damaged by the war, and the export of carbon black from Russia and Belarus has been blocked by economic sanctions. The supply of carbon black in these three countries is currently almost completely cut off. This is extremely deadly for Europe's supply of carbon black. According to relevant sources, due to the shortage of carbon black in the European market, Michelin, the world's largest tire manufacturer, has recently been reducing the production capacity of its French tire manufacturing plant in Saulet.
Target: Longxing Chemical (002442), Lianke Technology (001207)
IV. [Listed Companies]
【Important Matters】
Shanshan shares 600884: the subsidiary plans to introduce war investment BYD and other capital increase of 3.05 billion yuan
603266: The company's new energy vehicle business accounts for a small proportion
CR Shuanghe 600062: The company has not reached a relevant agreement with Henan Real Bio
*ST Datang 600198: Withdraw delisting risk warning and other risk warnings Stock suspension
TCL Technology 000100: Plans to invest 12 billion yuan with GCL Group to build photovoltaic polysilicon and electronic grade polysilicon projects
Shennan shares 002417: stock trading was delisted risk warning for one day on the 20th
【Fixed addition and reorganization】
Longbai Group 002601: Intends to participate in the fixed increase of subsidiary Oriental Zirconium Industry
Chengzhi shares 000990: It is proposed to issue corporate bonds of not more than 2 billion yuan
Haida Group 002311: It is planned to raise no more than 1.5 billion yuan to the actual controller
【Management, Performance】
Polyfluorinated multi-002407: net profit in the first quarter increased by 685.06% year-on-year
Inter Group 000411: Net profit in 2021 increased by 7.06% year-on-year To be 10 to 2
Tongling Nonferrous Metals 000630: Net profit in 2021 increased by 258.29% year-on-year
Lianchuang shares 300343: net profit in the first quarter of 308 million yuan increased by 2208.11% year-on-year
Huazhi Liquor Company 300755: Net profit in the first quarter increased by 30.39% year-on-year
Xingqi Eye Drug 300573: Net profit in 2021 increased by 121.31% year-on-year It is proposed to 10 paisa 4 yuan
Rainbow shares 600707: 2021 year-on-year turnaround profit of 2.669 billion yuan
Sinopharm Consistent 000028 Performance Express: Net profit in the first quarter of 252 million yuan, down 23.25% year-on-year
Ningbo Construction Engineering 601789: The amount of new contracts signed in the first quarter decreased by 21.06% year-on-year
Anhui Wei Gaoxin 600063: net profit in the first quarter increased by 221.92% year-on-year
Jiugang Hongxing 600307: Net profit in the first quarter fell by 97.71% year-on-year
Shandong Gold 600547: Net profit in the first quarter of 2022 was 315 million yuan
Rundu shares 002923: net profit in 2021 increased by 2.87% year-on-year It is planned to 10 to 3 pay 4 yuan
Boss Electrical Appliances 002508: Net profit in 2021 fell by 19.81% year-on-year
Lingxiao Pump 002884: 2021 annual net profit increased by 34.81% year-on-year To 10 paisa 10 yuan
Aoxiang Pharmaceutical 603229: net profit in the first quarter of 70.7226 million yuan increased by 61.18% year-on-year
Huakang shares 605077: net profit in 2021 fell by 22.94% year-on-year It is planned to turn 10 to 4 pay 6 yuan
Sinosteel Tianyuan 002057: net profit in the first quarter of 61.9232 million yuan, an increase of 122.18% year-on-year
Long-age hydraulic 605389: net profit in 2021 fell by 14.56% year-on-year To 10 to 4 6 yuan
Nanjing Hi-Tech 600064: Net profit in 2021 increased by 16.68% year-on-year To plan 10 get 4 pay 6 yuan
Zhengzhong Design 002811: Net profit in 2021 fell by 35.61% year-on-year To plan 10 paisa 5 yuan
【Investment Matters】
Mingpai Jewelry 002574: Establish a wholly-owned subsidiary to participate in real estate sales brokerage business
Otway 688516: The subsidiary won the bid for the 1600 monocrystalline furnace procurement project
Shangfeng Cement 000672: Invested in the construction of the first phase of the Shimen Lake project in the central port area of Anqing Port
North Mining Technology 600980: Proposed to purchase 100% equity of Zhuzhou Torch
Longhua New Materials 301149: Plans to invest 7.3 billion yuan to build 1.08 million tons / year PA66 project
Taihe New Material 002254: The subsidiary plans to invest 550 million yuan in the construction of r&D center projects
Digital Government Communication 300075: Won the bid for the 93.11 million yuan digital Yiyuan construction project
Luxin Venture Capital 600783: The subsidiary intends to transfer 100% of the equity of Sisha Taishan and 47% of the equity of Liyan Taishan
【Other matters】
Tianhai Defense 300008: The subsidiary has gradually resumed work and production
Xinlitai 002294: SAL007 drug clinical trial application was accepted
Botuo Bio 688767: The new crown virus antigen self-test agent was registered in Brazil and Myanmar
Rongsheng Development 002146: Letter of Concern asking for explanation of the reasons for the significant increase in the amount of provision for inventory decline year-on-year
Sunshine City 000671: Failed to repay the principal and interest of "21 Sunshine City MTN001" on time and in full
SLT 002538: Proposed transfer of compound fertilizer and mining business assets to subsidiaries
Asia Pacific Pharmaceutical 002370: The actual controller of the company was changed to a management team of 4 people composed of Song Hanping
China Mobile 600941: Due to age reasons, Wang Yuhang resigned as an executive director of the company
Haomei New Material 002988: Some workshops resumed production
Xinning Logistics 300013: There is a big difference between the company's main business and the traditional transportation logistics business
*ST Easy to see 600093: Received the CSRC's administrative penalty and market ban prior notice
【Increase or decrease】
Wasion Information 688100: The controlling shareholder intends to increase its holding by 2.5 million shares to 5 million shares
To pure technology 603690: proposed to repurchase shares for 40 million yuan to 60 million yuan
Saifutian 603028: It is planned to repurchase shares for 25 million yuan to 50 million yuan
Zhongmu shares 600195: Huanong Assets increased its stake in the company by 1.51%.
Shunluo Electronics 002138: The company's management shareholding platform intends to increase its holdings by 50 million yuan to 100 million yuan
Tsinghua Unigroup shares 000938: Linzhi Qingchuang intends to reduce its holdings by no more than 1.71%.
Gaole shares 002348: Hong Kong Xingchang, one of the actual controllers of the company, intends to reduce its shareholding by not more than 1%.
V. 【Trading Tips】
This article originated from the financial world
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