Central Office and State Office: Strictly implement the mandatory delisting system and establish a virtuous cycle mechanism for listed companies to survive the fittest.
The General Office of the Central Committee and the General Office of the State Council issued the Opinions on Promoting the Construction of Social Credit System with High Quality and Promoting the Formation of a New Development Pattern. Among them, it is proposed to strengthen the integrity construction of the capital market. Further consolidate the foundation of the rule of law and integrity in the capital market, improve the integrity files in the capital market, and enhance credit awareness and contract spirit. Strengthen the information disclosure responsibility of relevant subjects and enhance market transparency. Establish a credit commitment system for administrative licensing in the capital market to improve the efficiency of handling. Supervise intermediary service agencies to be diligent and conscientious, and improve the professional ethics of employees. Strictly implement the mandatory delisting system and establish a virtuous cycle mechanism for listed companies to survive the fittest. Strengthen the protection of investors' rights and interests and create an honest and trustworthy financial ecological environment.
Source: Securities Times
The National Energy Administration issued "Guiding Opinions on Energy Work in 2022": Vigorously develop wind power photovoltaic.
According to the website of the National Energy Administration on March 29th, the National Energy Administration recently studied and formulated the Guiding Opinions on Energy Work in 2022. Opinions put forward, vigorously develop wind power photovoltaic. Intensify planning and construction of a new energy supply and consumption system based on large-scale scenic spots, supported by clean, efficient, advanced and energy-saving coal-fired electricity around, and supported by stable, safe and reliable UHV power transmission and transformation lines. Optimize the layout of offshore wind power, carry out far-reaching demonstrations of offshore wind power construction, and steadily promote the construction of offshore wind power bases. Actively promote the construction of complementary waterscape bases. Continue to implement the development and construction of distributed photovoltaic on the roof of the county, and strengthen supervision. According to local conditions, organize and carry out the "Thousand Villages and Thousand Villages Wind Control Action" and "Thousands of Households Wood Light Action".
Source: Interface News
The General Office of the State Council issued the 14th Five-Year Plan for the development of traditional Chinese medicine.
The General Office of the State Council issued the "Fourteenth Five-Year Plan for the Development of Traditional Chinese Medicine", requiring the construction of a number of national-level research platforms for traditional Chinese medicine based on existing resources, and the research and layout of State Key Laboratories, National Clinical Medicine Research Centers, National Engineering Research Centers and National Technology Innovation Centers; Promote the construction of National Traditional Chinese Medicine Inheritance and Innovation Center, National Traditional Chinese Medicine Clinical Research Base and China Traditional Chinese Medicine Evidence-based Medicine Center. Give full play to the role of Chinese Academy of Traditional Chinese Medicine and implement the scientific and technological innovation project of traditional Chinese medicine. By 2025, the health service capacity of Chinese medicine will be significantly enhanced, the policies and systems for the high-quality development of Chinese medicine will be further improved, and the revitalization and development of Chinese medicine will achieve positive results, giving play to its unique advantages in building a healthy China.
Source: China Government Network
The United States said it would investigate China's solar module manufacturers for evading tariffs, and the Ministry of Foreign Affairs responded.
Foreign Ministry Spokesperson Wang Wenbin held a regular press conference. When asked by a reporter, the United States said on Monday that it would investigate whether manufacturers in solar module, China illegally evaded US solar tariffs by operating in four other countries. What is the spokesman's comment on this? Wang Wenbin said, I don't know the specific situation you mentioned. What I want to emphasize is that if the United States engages in trade protectionism, it will interfere with and undermine the stability of the international industrial chain and supply chain and the global cooperation in tackling climate change, and will only bite itself and harm its own interests in the end. We urge the US to stop its unreasonable suppression of China enterprises, and China will take all necessary measures to safeguard the legitimate rights and interests of China enterprises.
Source: Newspaper.
The Ministry of Industry and Information Technology publicly solicited opinions on the Guide to the Construction of Petrochemical Intelligent Manufacturing Standard System.
The Ministry of Industry and Information Technology publicly solicited opinions on the Guide to the Construction of Petrochemical Intelligent Manufacturing Standard System (2022 Edition) (draft for comments). The opinion puts forward that by 2025, a relatively complete petrochemical intelligent manufacturing standard system will be established, and more than 30 key petrochemical standards will be revised, covering basic standards, key petrochemical data and model technologies, and key petrochemical application technologies. For petrochemical sub-sectors such as crude oil processing, priority should be given to formulating standards for the application of new generation information technology in special scenarios such as production, management and service, and promoting the wide application of intelligent manufacturing standards in the petrochemical industry.
Source: Interface News
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comments: Index shrinkage finishing, maintaining the pre-holiday shock pattern.
On Tuesday, the market indexes of the two cities fluctuated and adjusted, and the total market turnover decreased compared with the previous trading day. Specifically, the Shanghai Composite Index closed down 0.33% at 3,203.94 points. The Shenzhen Component Index fell 0.46% to close at 1 1895.08. Growth enterprise market fell 0.06% to close at 2592.67 points.
On the surface, fertilizer concept stocks, agricultural stocks and Chinese medicine stocks are active, with the highest gains, while real estate stocks are relatively weak. Judging from the trend, the three major indexes are still in the adjustment stage, and the short-term moving average needs to be repaired. It is expected that the market will remain weak and volatile before the holiday.
In operation, theme stocks continue to ebb and hot spots rotate rapidly. It is not recommended to chase up blindly. In the short term, we will focus on COVID-19's repeatedly active plate operations such as medical concepts, real estate stocks and meta-universe concepts. In the medium term, it is recommended to pay attention to high-quality leading enterprises such as lithium batteries, chips, photovoltaics, wind power equipment and banks, as well as stocks with good performance.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro view: the wind and water turn! The global COVID-19 vaccine is shifting from insufficient supply to oversupply.
Although many countries in the world are carrying out intensive vaccination, which may support COVID-19's vaccine demand for some time, the serious shortage of vaccines that existed for most of last year has subsided. On the contrary, the trend of global vaccine oversupply now seems to be more and more obvious.
Source: Cailian Association
Comments: Although the epidemic situation in COVID-19 has not completely subsided, the oversupply of vaccines also indicates that the global epidemic peak may have passed. Although this is not good news for vaccine manufacturers, it may not be far from recovery for the global economy.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Agriculture, forestry, animal husbandry and fishery: the situation in Russia and Ukraine has pushed up inflation expectations and paid attention to opportunities in the aquaculture sector.
Important event: On March 23rd, Ukrainian Minister of Agriculture Leshchenko formally submitted his resignation to the Ukrainian government, preparing to resign as Minister of Agriculture. Leshchenko said on the 22nd that the sown area of Ukrainian crops this spring is expected to be reduced by more than half compared with 202 1 to about 7 million hectares.
Ukraine is a major agricultural producer and exporter in the world. In the past 20 years, Ukrainian barley exports accounted for 1 1.84% of global trade, and corn exports accounted for 13.29% of global trade. In April, Ukraine entered an important spring sowing period. If the situation in Russia and Ukraine continues to be tense, delaying sowing or even giving up sowing for more than half will become a reality, which will have an irreparable impact on grain production this year. In addition, according to the balance sheet of USDA in March, 2122 Ukrainian corn export volume is predicted to be 27.5 million tons, down 17.9% from last month, and the global corn export volume has also decreased. Regional disputes have brought continuous uncertainty to the import and export of ports, and Ukraine's sown area is expected to be greatly reduced, which will push up global agricultural product inflation expectations. Domestically, China imported 29.05% corn and 25.74% barley from Ukraine. The uncertainty of Ukraine's grain production and export, coupled with the transmission of international agricultural products market, will put pressure on the stability of domestic related varieties.
Source: AVIC Securities Research Report
Comments: It is suggested to pay attention to the investment opportunities in the planting sector, especially the varieties such as soybeans and corn that are greatly affected by the international market. In addition, it is suggested to pay attention to the pressure brought by the bulk price increase of agricultural products on the breeding cost and continue to promote the investment opportunities brought about by the cyclical reversal of pig production capacity.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
Third, the new share subscription tips
The purchase code of Reed Smart is 30 1 135, and the purchase price is 3 1.98 yuan.
Wei Jie's innovative subscription code is 787 153, and the subscription price is 66.60 yuan.
The subscription code of Haichuang Pharmaceutical is 787302, and the subscription price is 42.92 yuan.
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Four. Key stock recommendation
View the full version of Morning View (customized path by month: discovery-information-paid information-Morning View; Single customized path: discovery-gold medal appraisal-early viewing)