Reporter: Wang Fan, Liu Mingtao, Editor: He Xiaotao, Chen Pengcheng, Yuan Dong
NO.1 Li Qiang met with U.S. Treasury Secretary Janet Yellen
Premier Li Qiang met with U.S. Treasury Secretary Janet Yellen at the Great Hall of the People in Beijing on the morning of April 7. (Xinhua News Agency)
NO.2 Russian Foreign Minister Sergei Lavrov will visit China
According to the website of the Ministry of Foreign Affairs on April 7, Foreign Ministry spokesperson Mao Ning announced that at the invitation of Wang Yi, member of the Political Bureau of the CPC Central Committee and Minister of Foreign Affairs, Russian Foreign Minister Sergei Viktorovich Lavrov will pay an official visit to China from April 8 to 9.
NO.3 The central bank has increased gold reserves for 17 consecutive months
China's gold reserves were 72.74 million ounces at the end of March and 72.58 million ounces at the end of February, the central bank data showed, marking the 17th consecutive month of increasing gold reserves. China's foreign exchange reserves stood at $3,245.657 billion in March, compared with $3,225.817 billion in the previous month.
The People's Bank of China has set up re-loans for scientific and technological innovation and technological transformation to encourage and guide financial institutions to increase financial support for small and medium-sized scientific and technological enterprises, technological transformation and equipment renewal projects in key areas. The reloan amount for scientific and technological innovation and technological transformation is 500 billion yuan, with an interest rate of 1.75% and a term of 1 year, which can be extended twice and each time for a period of 1 year. The recipients include 21 financial institutions, including China Development Bank, policy banks, state-owned commercial banks, Postal Savings Bank of China, and joint-stock commercial banks. The establishment of re-loans for scientific and technological innovation and technological transformation will help guide financial institutions to provide credit support to technology-based small and medium-sized enterprises in the start-up and growth stages, as well as digital, intelligent, high-end and green technological transformation and equipment renewal projects in key areas under the premise of independent decision-making and risk-bearing.
NO.4 The Shenzhen Stock Exchange issued fines to 6 "new" violating institutions
On April 7, the official website of the Shenzhen Stock Exchange issued four regulatory letters, taking written warning measures against the four new stock quotation agencies, clearly requiring the submission of rectification reports within a time limit, and making appointments with the relevant persons in charge of two of the quotation institutions. In addition to the above-mentioned four institutions, the Shenzhen Stock Exchange also issued verbal warnings to the other two institutions with relatively minor violations. The reporter learned that in order to standardize the order of new share issuance and urge offline institutional investors to comply with professional and objective quotations, the Shenzhen Stock Exchange has recently carried out special inspections on 6 offline quotation institutions, including 3 private equity funds, 2 public funds and 1 insurance company. The inspection found that the six inspection objects violated the relevant rules and regulations of the exchange and the securities industry association to varying degrees. According to the requirements of the Memorandum of Understanding on Regulatory Cooperation, the Securities Association of China will take self-discipline management measures against relevant violations in the near future based on the clues of the inspection results handed over by the Shenzhen Stock Exchange. (Securities Times)
NO.5 Agricultural Development Bank: I want to be the president of the boy's parents
In response to the recent video of primary school students filling in words and sentences, the spokesman of the Anhui Branch of the Agricultural Development Bank of China was interviewed by reporters and responded to the questions that everyone was concerned about. He said that after investigation, the student in the video is indeed the child of the bank's employees, his father is the president of a county branch, his mother is the deputy head of a branch in a city, the child's grandfather and grandfather used to be employees of the Agricultural Development Bank, and they have been retired for many years, and his grandfather is an ordinary employee of the branch, and his grandfather has served as the president of another county branch. The spokesperson said that the current job position of the child's parents meets the regulatory requirements and the provisions of the Agricultural Development Bank's job recusal system, so they are working in a different place. (Financial Times)
NO.6北京一楼盘“买一送一”？
On April 7, the news of "buy one get one free" in a real estate project in Beijing swiped the real estate circle. According to the news, Beijing Tongzhou Merchants Bright A.D. Project opened a buy-one-get-one-free activity during the Qingming holiday, buying a 77-square-meter two-bedroom and getting a 108-square-meter seaview existing house in Yantai for free. In this regard, the real estate sales staff said that the news is true. However, it is limited to some properties and requires full payment. (China Securities Journal)
NO.7 A 5.4-magnitude earthquake occurred in Baicheng County, Aksu Prefecture, Xinjiang
At 16:46 on April 7, 2024, a magnitude 5.4 earthquake occurred in Baicheng County, Aksu Prefecture, Xinjiang (41.94 degrees north latitude, 82.14 degrees east longitude), with an epicenter depth of 17 kilometers. The nearest township to the epicenter is Sailim Township, Baicheng County, about 27 kilometers, and the earthquake was felt in Baicheng County. According to the feedback from the Xinjiang Fire and Rescue Corps, after verification with the emergency reporter in the jurisdiction, the local public security, emergency response and other departments, there are no casualties or collapsed houses, and no relevant police information has been received. (CCTV News)
NO.8 Hong Kong's property market continues to be hot and reproduces the "Japanese disc"
Following the 70% discount sale of the pro-sea station II in the Yau Tong sector of Kwun Tong District, Kowloon, Cheung Kong Group once again put "depth charges" into the market. On the morning of April 6, the "Blue Coast (South Coast) project" jointly developed by Cheung Kong Group and MTR Group was launched for the first time with 422 units, and tens of thousands of buyers crowded the opening site of Hung Hom, and the queue stretched for hundreds of meters. According to data from Hong Kong Centaline Real Estate, as of the opening of April 6, the Blue Coast project had subscribed a total of 28,000 groups in 8 days, oversubscribed by 65 times, and was on the current "ticket king" of Hong Kong's new projects this year, with an average of 66 people grabbing 1 suite. As of 10 p.m. on the opening day, all 422 units of the project were sold. Previously, Henderson Group's BP project in Cheung Sha Wan, Kowloon Peninsula, Hong Kong, became the first "day disc" after the "spicy" withdrawal of the Hong Kong property market. (National Business Daily)
NO.9 The scale of personal housing loans has shrunk significantly
On April 7, as banks entered the 2023 annual report season, the situation of "personal housing loans" closely related to the people also surfaced. As the main force in the issuance of housing loans, according to the 2023 annual report disclosed by the bank, as of the end of 2023, the total balance of mortgage loans of the six major state-owned banks was about 26 trillion yuan, a decrease of about 500 billion yuan from the end of the previous year. (21st Century Business Herald)
NO.10 International News
Israeli forces withdrew almost all ground forces from the southern Gaza Strip
According to a number of Israeli media reports on the 7th, the Israeli army has withdrawn almost all ground troops from the southern Gaza Strip, and only one brigade is currently left in the Gaza Strip. (Xinhua News Agency)
Israel will send a delegation to Cairo to participate in the Gaza ceasefire talks
On April 7, local time, the Times of Israel quoted an Israeli government official as saying that Israel would send a delegation to Cairo, Egypt to discuss negotiations on a ceasefire in the Gaza Strip and the release of detainees. (CCTV News)
Trump said he raised more than $50 million in a day
Donald Trump, who has locked in the Republican presidential nomination of the United States, announced on the 6th that he raised a total of $50.5 million at a large fundraiser held in Florida on the same day. This amount is the highest amount raised for a single political event in the United States. Trump's fundraiser was held at the home of hedge fund manager John Paulson, with casino mogul Phil Raffin, hedge fund investor Robert Mercer and his daughter Rebecca, and investor Scott Bessant as co-sponsors. Three of Trump's former party rivals were also present at the fundraiser. (Xinhuanet)
The author of the paper "room temperature superconductivity" was falsified by the real hammer data
Langa Dias, the name once caused an uproar in the physics community. His proclaimed discovery of "room-temperature superconductivity" has shocked the global scientific community, as if opening the door to a new world. However, amid the constant skepticism of the scientific community, cracks are gradually being revealed. Dias's research papers on room-temperature superconductivity were twice retracted by Nature, and two other papers were also retracted by journals. Recently, a 124-page court document cited by the Nature news team said that a 10-month-long investigation by the University of Rochester in the United States found that Dias had multiple misconduct such as falsifying experimental data and plagiarism. (National Business Daily)
Sports News
According to the Chinese Football Association, the life-and-death match between the national football team and the Thai team in the World Cup qualifiers will kick off at 20:00 on June 6, and the venue of the game is the Shenyang Olympic Sports Center Stadium.
NO.1 Xiaomi: Su Jun's personal cooperation with Chery has nothing to do with the group
Xiaomi Group-W (HK01810, stock price: HK$15.54, market capitalization: HK$387.7 billion): According to @Xiaomi company spokesperson Weibo, Xiaomi issued a statement on April 7 saying that Su Jun, the founder of Smartmi Technology, has nothing to do with Xiaomi Group and Xiaomi ecological chain in the automotive business that he cooperated with Chery;
NO.2 Adoption of shares: The US FDA announced an import alert for wholly-owned subsidiaries
Adoption of shares (SZ301122, share price of 26.49 yuan, market value of 3.2 billion yuan): On April 7, the adoption of shares was announced, and on April 3, the US FDA announced that it would issue an import warning to its wholly-owned subsidiary, Adopt Medical, saying that it did not meet the requirements of the device quality system to prevent plastic syringe products from entering the United States. The import alert will result in medical devices that are subject to medical treatment being detained by U.S. Customs without inspection, resulting in some medical syringe products temporarily unable to enter the U.S. market. Although the above information is public information on the FDA official website, this information will have a significant impact on the company's operations, and the company believes that it is necessary to remind investors of the above information in order to fully protect investors' right to know.
Comments: Adopt the shares is a leading enterprise in the medical device industry, and this import alert will have a significant impact on the company's operation.
NO.3 Jia Yueting holds 100 million shares of LeTV and will be auctioned
LeTV: According to the Qichacha App, recently, the Intermediate People's Court of Shenzhen, Guangdong Province served an enforcement ruling and evaluation report notice to LeTV Holdings (Beijing) Co., Ltd., LeTV Sports and Culture Industry Development (Beijing) Co., Ltd., and Jia Yueting Announcement, involving a dispute over an independent letter of guarantee between the Shenzhen Branch of China Orient Asset Management Co., Ltd. and the above-mentioned person subject to enforcement. According to the announcement, because the person subject to enforcement did not take the initiative to perform the content determined in the effective legal documents, the applicant for enforcement applied to the court for compulsory enforcement. In accordance with relevant regulations, the court auctioned and sold more than 100 million shares of LeTV Information Technology (Beijing) Co., Ltd. held by Jia Yueting, the person subject to enforcement, to pay off the debt.
Comments: This is a big blow to Jia Yueting, and it may further affect his financial situation and the development of LeTV.
NO.4 CATL will release new energy storage products on April 9
CATL (SZ300750, share price 197.65 yuan, market value 869.5 billion yuan): CATL announced that it will hold a press conference on April 9 to release its new energy storage products. The reporter of "Daily Economic News" learned from CATL that the new energy storage products released by CATL this time are related to keywords such as "ultra-large capacity", "attenuation anxiety" and "guarding safety". In the relevant materials released by CATL, it was also revealed that the new product "made another breakthrough in technical strength and rewrote the attenuation life curve of energy storage products".
Comments: The new energy storage products released by CATL may lead the development direction of the energy storage industry and have an important impact on the company's revenue and market position.
NO.5 Cudi Coffee responded that the founder was forced to pay nearly 1.9 billion yuan
Cudi Coffee: On April 7, when Cudi Coffee's first store in the United States landed in Hawaii, the news that founder Lu Zhengyao and his partner Li Huan were forced to pay about 1.9 billion yuan also came at the same time. Lu Zhengyao is the founder of UCAR and Luckin Coffee, and after leaving Luckin, he founded Cudi Coffee. What impact will this enforcement have on Cudi Coffee's cash flow or expansion rate? In this regard, Cudi Coffee said in an interview with the reporter of "Daily Economic News" on April 7, "There is no impact, and everything is normal at present." ”
Comments: This news brings some uncertainty to the future development of Cudi Coffee, and it is necessary to pay close attention to the follow-up development and the impact on the company.
NO.6 billionaire, founder and former chairman of Shanghai Electric Co., Ltd. passed away
Hudian shares (SZ002463, share price 29.62 yuan, market value 56.6 billion yuan): On the evening of April 7, Hudian shares issued an obituary, and the company's board of directors announced that the company's founder and former chairman Mr. Wu Ligan passed away on April 4, 2024 at the age of 83. Mr. Wu Ligan is one of the family members of Wu Ligan, the actual controller of the Company, and the death of Mr. Wu Ligan will not lead to a substantial change in the actual controller of the Company. In 2023, Wu Ligan's family will rank 669th on the "Hurun Report" with a wealth of 9 billion yuan.
Comments: Wu Ligan is the founder of Shanghai Electric Co., Ltd., and his death may have an impact on the company's management and development.
NO.7 The deputy general manager of China Electronics Technology Group Co., Ltd. was investigated
China Electronics Technology Group Co., Ltd.: The website of the Central Commission for Discipline Inspection and the State Supervision Commission reported on April 7 that He Wenzhong, a member of the party group and deputy general manager of China Electronics Technology Group Co., Ltd., is suspected of serious violations of discipline and law, and is currently undergoing disciplinary review and supervision investigation by the Central Commission for Discipline Inspection and the State Supervision Commission.
Comments: This investigation will have a significant impact on the company's management and business development, and will also arouse the attention of the society to China Electronics Technology Group.
NO.8 The Civil Aviation Administration of China issued the world's first unmanned manned aircraft production license
EHang (EH, stock price: $19.36, market cap: $1.2 billion): On April 7, the Civil Aviation Administration of China (CAAC) issued a production license for EHang's EH216-S unmanned manned aircraft system in Guangzhou. The reporter noted that the aircraft from production to commercial operation requires a total of three types of certificates, namely type certificate (TC), airworthiness certificate (AC), production license (PC), last year EH216-S has obtained the type certificate and standard airworthiness certificate. The issuance of this production license means that the EH216-S has become the world's first manned unmanned eVTOL (electric vertical take-off and landing) model to obtain the "three major passes" for airworthiness, and has the qualification for mass production, laying the foundation for large-scale commercial operation in an all-round way. Earlier, EH216-S has been on sale on Taobao at a price of 2.39 million yuan. (National Business Daily)
Comments: This is an important milestone for EHang, which will provide technical support and business opportunities for the development of the autonomous driving field.
NO.9 Announcement of two listed companies: the chairman of the board of directors was retained
Ruichuang Micro-Nano (SH688002, stock price 36.94 yuan, market value 16.5 billion yuan), Yangpu Medical (SZ300030, stock price 5.5 yuan, market value 1.7 billion yuan): On the evening of April 7, Ruichuang Micro-Nano and Yangpu Medical announced that the company's chairman and general manager were retained. Ruichuang Micro-Nano announced that the company received the "Notice of Retention in Custody" and the "Notice of Case Filing" issued by the National Supervision Commission on April 4, and implemented retention in custody on Ma Hong, the actual controller, chairman and general manager of the company. On the same day, Yangpu Medical announced that it had recently received the "Notice of Case Filing" and "Notice of Retention in Custody" issued by the Guangdong Provincial Supervision Commission, and Deng Guanhua, chairman and general manager of the company, was placed on file for investigation and placed in custody on suspicion of violating discipline and law. As of the date of the announcement, the Company has not yet known the progress and conclusion of the investigation.
Comments: The retention of the chairmen of these two companies will have a negative impact on the operation and development of the companies.
NO.10 has more than 4,000 applications joining the HarmonyOS ecosystem
Huawei: HarmonyOS's official Weibo account says that more than 4,000 apps have joined the HarmonyOS ecosystem. From January 18 this year, when Huawei announced that the first batch of more than 200 application vendors were accelerating the development of HarmonyOS native applications, to more than 4,000 applications at the end of March, an increase of 20 times in just two months.
Comments: The rapid development of the HarmonyOS ecosystem will provide users of Huawei mobile phones with more application choices, which will have a positive impact on the company's development and market competitiveness.
In the week from April 1 to April 3, the main A-share stock indexes rose more than they fell, of which the Shenzhen Component Index rose 1.53%, the ChiNext Index rose 1.22%, the Shanghai Composite Index rose 0.92%, the CSI 300 rose 0.86%, and only the Science and Technology Innovation 50 fell 0.78%.
Last week's stock market roundup:
Wanlian Securities summarized that in the week from April 1 to April 3, the main stock indexes of A-shares rose more and fell less, of which the Shenzhen Component Index rose 1.53%, the ChiNext Index rose 1.22%, the Shanghai Composite Index rose 0.92%, the CSI 300 rose 0.86%, and only the Science and Technology 50 fell 0.78%. From April 1 to April 3, the average daily trading volume of the two cities was 966.184 billion yuan, a slight increase of 2.69% from last week. In terms of industries, the electronics sector is the most active, with a turnover of 331.44 billion yuan in the week from April 1 to April 3, ranking first, and power equipment and computers ranking second and third.
Stock Market Predictions for the Week:
Guosen Securities analysis pointed out that since Chinese New Year's Eve, the main indexes of A-shares have risen by more than 10%. In contrast, after the release of favorable policies in February, the increase in March was weak, and the stock market fell into a short-term shock. From a macro point of view, the March PMI went above the withering line, the industrial growth value rose year-on-year, and the CPI returned to positive are all positive signals.
The market value of the lifting of the ban this week is nearly 60 billion yuan
This week (April 8-12), excluding new listings, 64 listed companies in the A-share market will usher in the lifting of the ban on restricted shares. Based on the latest price of individual stocks, the total market value of the 64 companies corresponding to the lifting of the ban is 59.684 billion yuan.
In terms of scale, the market value of Yuntian Lifei-U ranked first, with 6.223 billion yuan, and Nanxin Technology ranked second, with a market value of 5.903 billion yuan. The types of lifting of the above two shares are the restricted sale of the original shareholders of the initial offering and the initial strategic placement of shares. Hengshuai shares and CLP Hong Kong ranked third and fourth respectively, with a market value of 4.672 billion yuan and 4.471 billion yuan respectively, all of which were restricted shares of the original shareholders for the first time. In addition, Shaanxi Energy, Jiangyan Group, Mustang Battery, and CICC Irradiation have lifted the ban on market value of more than 2 billion yuan.
There were 2 new listings this week
Wind data shows that this week (April 8-12), there were no new shares issued in A-shares, but 2 new shares were listed.
Wuxi Dingbang announced that it will be listed on the Beijing Stock Exchange on April 8. According to the data, the issue price of Wuxi Dingbang is 6.2 yuan per share, and the number of shares issued is 25 million shares, and the funds raised will be used for an annual output of 65,000 tons of heat exchangers, air coolers, and 100,000 sets of intelligent warehousing and logistics equipment projects.
Zhongrui shares will be listed on the GEM on April 8, the issue price is 21.73 yuan / share, the number of shares issued is 36.832 million shares, the raised funds are intended to be invested in the construction of power lithium battery precision structural parts project, R & D center construction project.
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CITIC Securities: At present, it is in the revision period of domestic economic expectations and global liquidity expectations, and the A-share market is changing from incremental funds to stock capital games. First of all, under the influence of the overseas replenishment cycle, the domestic economic operation has significantly exceeded market expectations, the U.S. economy is still booming, and the expectations of global central banks to quickly turn loose have begun to be revised, and the domestic monetary policy will still be maintained and will not be affected by the outside world. Secondly, the process of increasing the position of active funds in this round has been significantly blunted, the redemption situation of public stock products has improved, and the return of foreign capital has slowed down in the context of RMB exchange rate adjustment. Finally, allocation-type funds and transactional funds are now resonating in dividend and resource stocks.
Disclaimer: The content and data of the article are for reference only and do not constitute investment advice. Investors act accordingly at their own risk.
Reporter|Wang Fan, Liu Mingtao
Editor|He Xiaotao, Chen Pengcheng, Yuan Dong, Gai Yuanyuan
Proofreading|Chen Keming
|National Business Daily nbdnews original article|
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