Per reporter: Wang Fan Per editor: Sun Zhicheng, Zhang Yangyun, Wang Xiaobo, Gai Yuanyuan
NO.1 French President Emmanuel Macron will pay a state visit to China from April 5 to 7. Regarding the relevant arrangements for this visit and China's expectations, at the regular press conference of the Ministry of Foreign Affairs held on April 3, spokesman Mao Ning said that China is willing to work with the French side to take this visit as an opportunity to promote the close and lasting Sino-French comprehensive strategic partnership to achieve new results, play a positive role in the healthy development of China-EU relations, and make positive contributions to promoting world peace, stability and development. (CCTV News)
News on April 3, Foreign Ministry spokesman Mao Ning announced that after the agreement of China and Europe, European Commission President von der Leyen will visit China from April 5 to 7. (Ministry of Foreign Affairs website)
NO.2 Market news
The three major indexes of U.S. stocks closed mixed, with the Dow up 0.98%, the S&P 500 up 0.37%, and the NASDAQ down 0.27%. Most of the big tech stocks rose, with Apple, Netflix, Google, and Facebook rising slightly; Amazon, Microsoft fell slightly, and bank stocks mostly fell. Chinese concept stocks fell, with the Nasdaq China Golden Dragon Index down 0.93%. NIO fell by more than 6%, Weibo by more than 5%, Alibaba, JD.com and Bilibili by more than 3%, Tencent Music and Li Auto by more than 2%, and Manbang, Pinduoduo and Baidu by more than 1%.
International oil prices rose across the board, with the U.S. oil May contract up 6.32% at $80.45 per barrel. The Brent oil June contract rose 6.2 percent to $84.84 a barrel. International precious metals futures closed mixed, with COMEX gold futures up 0.78% at $2001.7 an ounce and COMEX silver futures down 0.21% at $24.105 an ounce.
Major European stock indexes closed mixed, with Germany's DAX30 down 0.32%, France's CAC 40 up 0.32% and the Euro Stoxx 50 down 0.13%.
NO.3 The People's Bank of China released the questionnaire survey report of urban savers in the first quarter of 2023. According to the report, the income perception index for the quarter was 50.7%, up 6.9 percentage points from the previous quarter. The employment sentiment index for the quarter was 39.9%, up 6.8 percentage points from the previous quarter. For the next quarter, the price expectation index was 58.6%, down 4.2 percentage points from the previous quarter. Among them, 24.6% of residents expect prices to "rise" next quarter, 54.2% expect "basically unchanged", 9.5% expect "decline", and 11.8% are "uncertain". For next quarter's house prices, 18.5% of residents expect "increase", 54.1% expect "basically unchanged", 14.4% expect "decrease", and 13.1% of residents "are not sure". (Central Bank website)
NO.4 At the regular press conference of the Ministry of Foreign Affairs held on April 3, a reporter asked about the China Cybersecurity Review Office's implementation of a cybersecurity review of the products sold by Micron in China. In response, Chinese Foreign Ministry spokesman Mao Ning responded that it is a normal regulatory measure for Chinese relevant departments to conduct cybersecurity reviews of network products that affect or may affect national security in accordance with laws and regulations. For all enterprises, whether they are Chinese enterprises, American enterprises, or enterprises in other countries, the first thing to do in China is to abide by Chinese laws and regulations, as long as they can abide by the law and operate legally, there is nothing to worry about. (Global Network)
NO.54 On April 3, an intermediary in Zhengzhou said that "Zhengzhou has canceled the purchase restrictions outside the second ring road". The reporter learned from insiders in Zhengzhou that this news is true, and from this week a new adjustment of the restricted purchase area will be implemented, and the number of real estate units outside the restricted purchase area will not be included in the number of restricted properties. (Taiga Newspaper)
NO.6 Recently, it was rumored on the Internet that Zhang Jike was involved in gambling debts and spread Ms. Jing's private video. As of the afternoon of April 3, according to incomplete statistics, many brands such as ANTA, Mousse, and FAW Toyota have removed or deleted Zhang Jike-related materials, and ANTA customer service responded to the media: "All cooperation with Zhang Jike has been terminated." The sports brand Nordland officially announced the termination of all cooperative relations with Zhang Jike. Zhang Jike was once exposed to gambling at the age of 16 and left the team after losing money. On April 3, Zhang Jike's lawyer, Yang Shuguang, said that it was not convenient to make any remarks at this stage. (per combined)
Recently, a well-known media person "broke the news" of a loan contract of table tennis star player Zhang, saying that he was suspected of falling into a personal debt dispute. The photo of the loan contract shows that the loan amount is 5 million yuan, the loan cycle is 25 days, and the monthly interest rate is 1.99% after 25 days, according to this calculation, the annual interest rate of the loan is 23.88%. Some lawyers pointed out that interest rates beyond August 20, 2020 should be calculated according to the new standard, and the part exceeding four times the one-year LPR will not be protected by law. (Daily Economic News)
On the evening of April 2, the Central Political and Legal Commission Chang An Jian published an article on the public account "'Zhang Jike' brushes the screen, we must find out three things", the article commented: 1. It is necessary to find out whether anyone has violated the law and committed crimes. 2. Find out if there are any artificial rumors and slander. 3. Find out if anyone is fishing in troubled waters.
@人民文娱 commented: In this matter, women should not be the focus of the conversation, let alone be the object of comment and trial, they have not done anything wrong!
NO.7 A report pointed out that after customs clearance, mainland buyers returned to the Hong Kong luxury residential market, and the transaction volume of Hong Kong's billion-level luxury homes soared 3.7 times quarterly. There are also Hong Kong people who come to the mainland to buy houses, and recently some Hong Kong buyers bought mainland luxury houses with a one-time full payment of 30 million. Huang Jianye, Chairman of Midland Group, said that the economic stimulus effect of customs clearance between Hong Kong and the mainland has been remarkable, driving the rapid recovery of market conditions, and the property market also ushered in a small spring in the first quarter. (Daily Economic News)
NO.8 Recently, the Chinese Football Association held a temporary general meeting at its office in Beijing. After Du Zhaocai, deputy director of the General Administration of Sports, secretary of the Party Committee and vice chairman of the Chinese Football Association, was investigated, in order to ensure the normal operation of the association, the General Administration of Sports urgently formed a "working group" to enter the Chinese Football Association and preside over the relevant work of the association. It is understood that the working group of the Chinese Football Association is headed by Li Yingchuan, member of the party group and deputy director of the General Administration of Sports. (Beijing Youth Daily)
NO.94 On April 2, Wu Zunyou, chief expert in epidemiology at the Chinese Center for Disease Control and Prevention, posted on his Weibo on issues such as "how long to wear masks, what occasions to insist on, and what occasions not to wear". There are currently no unified regulations on wearing masks in all localities, departments, and units. Therefore, be sure to carry a spare mask with you at all times. For occasions where masks are not explicitly required, such as entering and leaving hotels, shopping malls, taking buses or subways, you can decide whether to wear a mask on your own or without a specific requirement. Previously, on March 31, Zhong Nanshan, an academician of the Chinese Academy of Engineering and a well-known respiratory disease expert, said that after entering April, it is recommended that masks can no longer be worn when conditions permit. Zhang Wenhong also recently believes that the epidemic has developed to the current stage, and wearing masks can become a non-mandatory measure. (per combined)
NO.10 International News
According to a report by Kyodo News on April 3, local time, the Japanese government announced on the same day that from the 5th of this month, the provisions requiring passengers flying directly from China (except Hong Kong, Macao and Taiwan) to Japan to submit a negative certificate of a new coronavirus nucleic acid test within 72 hours before leaving the country must be presented, but they must show proof of having been vaccinated three times.
According to the Tehran Times, on April 3, local time, Iran's first vice president Mohammed Mohbel confirmed that Iranian President Saeed Ibrahim Raisi has accepted the invitation of Saudi King Salman bin Abdul-Aziz to visit Saudi Arabia.
According to the Syrian News Agency, on April 4, local time, the Syrian capital Damascus and its surrounding areas were hit by air strikes, and Syrian air defense systems were intercepting hostile missiles.
Comprehensive Reuters and Agence France-Presse reported that the Finnish president's office said on the 3rd that Finland will officially join NATO on April 4. NATO Secretary General Jens Stoltenberg said that the Finnish flag will be raised outside NATO headquarters on the 4th, when Finland will become the 31st member of NATO.
On April 3, local time, Russia's National Counter-Terrorism Committee said that they had determined that the terrorist attack against "Tartarsky" in St. Petersburg on April 2 was planned by Ukrainian intelligence. In this regard, the Ukrainian side has not responded for the time being.
On April 3, local time, UN Secretary-General spokesman Dijaric said in response to a question from CCTV reporters that the UN side had noted the explosion of a coffee shop in St. Petersburg, Russia, and expressed concern about the incident. The incident killed a Russian military blogger and injured many others. The United Nations said that the incident is currently under investigation and the United Nations is waiting for more relevant investigations.
On April 3, local time, former US President Trump arrived at Trump Tower in Manhattan, New York. He is expected to stay in Trump Tower tonight and leave New York immediately after being summoned on the 4th and return to Mar-a-Lago in Florida to address his supporters.
On March 30, local time, former US President Trump was indicted by a grand jury in the Manhattan area of New York, which is the first time in US history that a current or former president has faced criminal charges. Trump will appear in court on April 4, local time. On April 2, Trump posted a video through the campaign's official Twitter account in response to the criminal prosecution. Trump bluntly said that the United States has become a "third world country" and called on supporters to donate money to help his campaign. The Trump campaign reportedly raised more than $5 million in 48 hours. It is worth noting that after the indictment, US polls showed that Trump's approval rating did not fall, but increased, and even significantly ahead of his potential competitors.
According to the Syrian News Agency, on April 3, local time, a bus carrying employees of the Jordan Free Trade Zone in Syria was hit by a bomb attack while driving near the Saida Bridge on the Amman Highway in Damascus, and 16 people were injured.
(Comprehensive CCTV News, etc.)
Sports news
The 2022 World Taekwondo Grand Slam Championship Series and Olympic Direct Card Tournament will be held in the finals at the Taihu International Expo Center in Wuxi Economic Development Zone, Jiangsu Province on the 2nd, and China's Zuo Ju and Song Jie will win the women's 49kg and women's 67kg titles respectively. (Xinhua News Agency)
NO.1 CanSino (SH688185, stock price 113.71 yuan, market value 28.14 billion yuan): Recently, a notice circulated on the Internet said that the new crown vaccine production base of Shanghai Medicine CanSino "decided to suspend production line production from April 4 for about 180 days due to changes in the external market environment." In this regard, the reporter of "Daily Economic News" came to Shanghai Shanghai Shanghai Medicine CanSino Biopharmaceutical Co., Ltd. located in Shanghai Baoshan on April 3. An internal employee confirmed the authenticity of the above notice to reporters. Another employee revealed to reporters that his department should have about 80 employees, but only about 10 people remain.
NO.24 On April 2, a news about the ChatGPT ban spread all over the Internet. According to the news, OpenAI officials began to block accounts on a large scale from March 30, prohibiting the use of Asian nodes to log in, and some netizens also revealed that OpenAI has suspended the registration of new accounts. However, on April 3, the reporter of "Daily Economic News" visited the official website of OpenAI and found that the account registration interface has been opened, the original account can be successfully logged in, and the response of ChatGPT is also very fast. Some analysts believe that the previous ban may be caused by technical problems caused by bulk account registration, API abuse or excessive visits.
Flush (SZ300033, stock price 235 yuan, market value 126.3 billion yuan): announced on April 3 that artificial intelligence technology as a frontier technology exploration, large investment, research and development has greater uncertainty, the company's research and development projects have the risk of failure. At the same time, as a dialogue robot developed by the company for use in the financial field, Flush iInfo Finance can only complete relatively simple Chinese dialogue and data output in the financial field, and there is a relatively large gap with natural language models such as ChatGPT in terms of task types and multimodality. At present, there is a big gap between the company's artificial intelligence-related technology and the world's leading companies, and the specific use effect, application scenarios and profit model are still being explored, and the direct revenue generation is small, and the impact on the company's performance is very limited. Since the beginning of this year, the share price of Flush has risen by 148.23%.
Yuncong Technology (SH688327, stock price 56.8 yuan, market value 42.07 billion yuan): announced on April 3 that as of the disclosure date of this announcement, the company has not cooperated with OpenAI, Google and Hugging Face and other companies, including but not limited to ChatGPT, GPT products and services have not brought business revenue to the company; The company does not provide training data to products or services such as Microsoft 365 Copilot and Security Copilot. In addition, the company does not generate revenue in the field of large model business, please pay attention to the investment risks.
Tom Cat (SZ300459, stock price 8.62 yuan, market value 30.31 billion yuan): On April 3, there was online news that ChatGPT banned a large number of Asian accounts, and Tom Cat's product development may be affected. In this regard, the reporter learned from the company that the relevant news is not true, and the company's API access is normal. The relevant person in charge of the company said that the closed test of the company's "chatting Tom Cat" product functional prototype will be from 8:00 am on March 16 to 24:00 pm on March 23, and the relevant services have been closed after the test is completed. At present, the company is carrying out further product development based on the testing situation. (SSE Report)
NO.3 Skyline Auto: Recently, Skyrim Automobile, formerly known as LeEco Automobile, issued a notice of suspension of work and production, saying that in view of the company's current capital situation and production and sales plans, starting from April 1, 2023, some positions of the company will implement a stoppage policy. Although this new car-making force reported a new round of financing of 750 million yuan half a month ago, the situation is not ideal from the current point of view. It is worth noting that since the beginning of this year, a number of new energy vehicle companies have stopped work and production, including WM Motor, which previously submitted a prospectus. (China Fund News)
NO.4 Yi Hualu (SZ300212, stock price 39.87 yuan, market value 26.55 billion yuan): announced on April 3 that the actual controller of the company, Hualu Group, is planning a restructuring with China Electronics Technology Group Co., Ltd., Hualu Group intends to integrate into CETC, the plan is subject to the approval of the relevant authorities, and the above restructuring matters will not have a significant impact on the company's normal production and business activities. Since October last year, Yihualu has risen by more than 200%, and the stock price has climbed from 11 yuan to nearly 40 yuan at present. The above announcement also means that the integration of central enterprises has reappeared. If the restructuring is successfully implemented, CETC's listed companies will also increase from 17 to 18.
NO.5 Shi Yuzhu: On April 3, it was learned from relevant people of Giant Group that a few days ago, Shi Yuzhu, the founder of the group, talked about the topic of "game + AI" internally. He believes that game + AI is the trend of the times, and the company must focus on the layout in the future. AI has gradually entered the practical stage, and artificial intelligence is actually easier to play in the field of games. (SSE Report)
NO.6 Meituan (HK03690, stock price HK$140, market value HK$873.8 billion): According to Meituan's official Weiwei, Meituan will hold a brand launch conference on April 13 to officially launch the "Meituan Enterprise Edition" to the market to help more enterprises manage consumption.
NO.7 Taobao: It has been targeted at some users, and 99 special sale channels have been launched on its APP homepage. A screenshot of the new Taobao homepage shows that the 99 Sale Channel is juxtaposed with Taobao Live, displayed in the most prominent position on the homepage, and the entrance is also marked with the word "9.9". It is reported that at present, not every user can see this channel.
NO.8 Pinduoduo (PDD, stock price $74.84, market value $94.6 billion): Following Pinduoduo Xiaoer's angry denunciation of the malicious "bombing shop" incident in the circle of friends on March 29, and directly stating that "destroying others will not make you better", on April 3, Pinduoduo Xiaoer once again released a circle of friends saying that the statement that attributing the cause of "bombing stores" to the platform's "refund only" rule is a clumsy excuse used to cover up the true intentions of the "bombing shops" forces, and the platform will never succumb to any online underworld forces. And will continue to work with the majority of merchants to firmly stand on the side of consumers. Pinduoduo Xiaoer said in the circle of friends that the organized and premeditated "smashing" behavior is still continuing, and the "tens of billions of subsidies" stores and goods on the platform have become the main targets of the attack. (Watch the news)
No.9 McDonald's (MCD, $282.14, market capitalization $206.4 billion): The Wall Street Journal reported that McDonald's will temporarily close its U.S. office this week in preparation for layoff notices as part of the company's broader restructuring plan, citing people familiar with the matter. McDonald's said in an internal email to U.S. and some international employees last week that employees were working from home Monday to Wednesday so that McDonald's could communicate personnel decisions online. (Interface)
NO.10 Tesla (TSLA, stock price $194.77, market capitalization $616.3 billion): On April 3, Tesla announced the launch of a new charging product, the cybervault. One machine dual-use, can be home charged, can be carried, the price is 5500 yuan, the weight is 13 kg. CyberVault charging pile is a single-phase 220V working charging device, compatible with all Tesla models, corresponding to a charging performance of 32A/7KW. The length of the charging cable is 6 meters, and it supports charging experiences such as plug-and-charge, timed charging/on-time departure. (per meridian)
On April 3, northbound funds bought a net of 579 million yuan throughout the day. Among them, Shanghai Stock Connect sold 1.074 billion yuan and Shenzhen Stock Connect bought 1.653 billion yuan. Among the top 10 traded stocks, the top three net buyers were Oriental Wealth, Makihara and LONGi Green Energy, which received net purchases of 841 million yuan, 341 million yuan and 242 million yuan respectively.
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On April 3, northbound funds bought a net of 579 million yuan. Among them, Shanghai Stock Connect sold 1.074 billion yuan and Shenzhen Stock Connect bought 1.653 billion yuan. In the list of active stocks traded by northbound funds, there were 7 net purchases of individual stocks, and the largest amount was Orient Wealth (300059. SZ, closing price: 22.89 yuan), net buying of 841.4 million yuan, net selling of a total of 13 stocks, the largest amount is Hang Seng Electronics (600570.SH, closing price: 57.57 yuan), net sale of 628.3 million yuan.
On April 3, southbound funds bought a net HK$5.241 billion. In the list of active stocks traded by southbound funds, there were 7 net purchases of individual stocks, and the largest amount was Tencent Holdings (0700. HK, closing price: HK$388.2), net buying of HK$737.0 million, net selling of a total of 1 stock, the largest amount is Meituan-W (3690.HK, closing price: HK$140.0), net sale of HK$435.6 million.
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Huachuang Securities: At present, the valuation of most pig stocks is still at the bottom, and when the downward risk of pig prices is gradually released, pig stocks will usher in a key layout window. Historically, as long as the enterprises in the industry are in a state of expansion, the cost is not out of control, and the bottom of the market value is rising every year, which is mainly due to the background of the wave of industry scale, the expansion of high-quality enterprises (high ROE and high growth) is constantly creating value for shareholders, so the bottom of the market value continues to rise for a long time, it is recommended to focus on the head enterprises Makihara shares, New Hope, Wen shares, flexible targets pay attention to New Wufeng, Dongrui shares, Kingkey Zhinong, Juxing Agriculture and Animal Husbandry, Tiankang Biotechnology, Tang Renshen , Huatong shares, COFCO Jiakang, Shennong Group, Aonong Biotechnology, etc.
Disclaimer: The content and data of the article are for reference only and do not constitute investment advice. Investors do so at their own risk.
Reporter|Wang Fan
Editor|Sun Zhicheng, Zhang Yangyun, Wang Xiaobo, Gai Yuanyuan
Proofreading | Tang Yawen
| Daily Economic News nbdnews original article|
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