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1. On April 11, the State Council Information Office held a regular briefing on the policies of the State Council to introduce the relevant situation of the "Action Plan for Promoting Large-scale Equipment Renewal and Trade-in of Consumer Goods". Zhao Chenxin, deputy director of the National Development and Reform Commission, said that relevant institutions estimate that the mainland's annual demand for equipment investment and renewal in key areas such as industry and agriculture is more than 5 trillion yuan, and the demand for automobiles and home appliances is also at the level of more than one trillion yuan.
2. 21st Century Business Herald: On April 11, a "fund and brokerage salary limit has begun." The upper limit is 3 million, Bosera Fund, and China Merchants Securities have officially issued a document "circulating in the industry." However, the rumors have not been confirmed, and the companies involved have said that they have not been notified in this regard. At the same time, the reporter asked more than 10 large fund companies for verification, and all of them said that they had not received a salary limit notice, and none of the companies had officially issued a clear salary ceiling.
Macroeconomic
1. National Bureau of Statistics: In March, the national consumer price (CPI) rose by 0.1% year-on-year, down 0.6 percentage points from the previous month, and the national industrial producer price (PPI) fell by 2.8% year-on-year, down 0.1 percentage point from the previous month.
2. National Health Insurance Administration: By the end of 2023, about 1.334 billion people will be insured by basic medical insurance in mainland China, and the coverage will be stable at more than 95%.
3. National Health Insurance Administration: In 2024, the scope of cross-provincial direct settlement of outpatient chronic diseases will be expanded.
4. Liu Xiaoming, Deputy Secretary of the Hainan Provincial Party Committee and Governor of Hainan Province: This year is the year of tackling key problems in the operation of customs closure, Hainan will fully complete the construction of software and hardware for customs closure, and simultaneously conduct all-round and whole-process stress tests on policies and systems, customs closure facilities, system platforms, and management capabilities.
5. The Ministry of Education decided to organize and carry out a special action for sunshine enrollment in compulsory education (2024) to resolutely rectify the phenomena of "black-box operation" and "pinching enrollment".
6. The State Administration of Financial Supervision and Administration plans to issue anti-insurance fraud work measures, which will be open to the public for comments on the 11th.
Investment News
1. 21st Century Business Herald reporter: I learned from a leading brokerage firm that on the evening of April 10, it received a regulatory order to suspend securities lending business, and the specific reason and recovery time were not informed. However, at present, the leading brokerages with large trading volume of the two financial institutions are mainly required to suspend the securities lending business, and the small and medium-sized brokerages with small trading volume have not yet received the notice.
2. 21st Century Business Herald: Judging from the 24 listed securities companies (excluding concept stocks) that have disclosed their 2023 annual reports, CITIC Securities, Huatai Securities, and CICC are among the top in terms of proprietary business income, with 21.846 billion yuan, 11.670 billion yuan, and 10.556 billion yuan respectively, and the "5 billion yuan-10 billion yuan" echelon includes 5 brokerages including Guotai Junan, Shenwan Hongyuan, and China Galaxy.
3. The National Equities Exchange and Quotations Company released the preliminary screening list of the second batch of listed companies to be transferred to the innovation layer in 2024, and a total of 52 listed companies in this batch are planned to be transferred to the innovation layer, and the cumulative number of companies in the annual layer will reach 72 after the adjustment is completed.
4. The Shenzhen Stock Exchange issued a handbook for the performance of independent directors and audit committees to promote the improvement of the governance level of listed companies. The Performance Handbook clarifies the overall requirements for independent directors and audit committees to perform their duties, and summarizes and refines the audit committee's requirements for the financial information, internal control matters, preparation and disclosure of annual reports of listed companies.
Company Trends
1. On April 11, Huawei updated its automotive and PC products at the HarmonyOS Ecosystem Spring Communication Conference. Yu Chengdong, Executive Director of Huawei, CEO of Device BG, and Chairman of Intelligent Vehicle Solution BU, said that the Zhijie S7 has officially started mass delivery, and the new M5 will be released on April 23.
2. On April 11, CodeFuse, Ant Group's self-developed intelligent R&D platform, launched a new feature of "Diagram Code", which allows developers to generate code with one-click with product design drawings to improve the development efficiency of front-end pages. The feature is currently in beta.
3、4month16day,Xiaodu will release the world's first AI native operating system at the 2024Baidu Create developer conferenceDuerOS X。 It is reported that the system is completely renovated based on the Wenxin large model, and has important upgrades in multi-modal perception and anthropomorphic presentation.
4. BOE A: It is expected that the net profit in the first quarter will be 800 million yuan to 1 billion yuan, a year-on-year increase of 223%-304%. In terms of product prices, the prices of TV products have risen in an all-round way since February, and the price recovery trend of IT products has begun to appear. In 2023, the company's single-year shipments of flexible AMOLED products will reach a new high.
International dynamics
1. As of the close, the Dow Jones index fell 0.01%, the S&P 500 index rose 0.74%, and the Nasdaq index rose 1.68%. Big tech stocks rose across the board, with Apple up 4.33%, Nvidia up 4.11%, and Amazon up 1.67%. Most of the popular Chinese concept stocks rose, with the Nasdaq China Golden Dragon Index rising 0.07%.
2. CCTV News: According to a report by Yonhap News Agency on the 11th, South Korean Prime Minister Han Deok-so orally submitted his resignation to President Yoon Suk-yeol on the same day. At the same time, the president's aides, including the head of the presidential secretary's office and the director of the policy office, also expressed their intention to resign.
3. The World Trade Organization released a report predicting that global trade in goods will increase by 2.6% in 2024. According to the report, high energy prices and persistent inflation led to a contraction in global trade last year, and global trade is expected to recover gradually this year.
Nancai Select
1. The introduction of new regulations for the filing of short dramas has increased the uncertainty of "making money".
Judging from the reporter's interviews with practitioners in the short drama industry in Beijing, Nanjing, and Guangzhou, the industry has been informed of the new regulations, and some enterprises have participated in the study of the new regulations organized by local industry associations. One of the short drama producers in Beijing said that many practitioners in the industry are still in the wait-and-see stage and do not know the specific implementation of the new regulations. A number of producers said that the new regulations may have the greatest impact on Mini Program short dramas, which are currently large in volume, and filing is not a mandatory requirement for online short dramas.
2. Behind the US inflation "bursting the table" again: anti-inflation has fallen into a "protracted war", and higher interest rates may become a reality for a longer time?
The timing of the Fed's first rate cut was further delayed after the release of stubborn inflation data. Financial markets have pushed back expectations for the timing of the Fed's first rate cut from June to September, according to the CME Fed Watch tool, and expect only two rate cuts this year, rather than the three as Fed officials envisaged in March. A handful of economists even believe that the rate cut window is closing.
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