A selection of financial news
State Council: Increase the stabilization of employment policies to maintain employment stability and smooth operation of the economy
Premier Li Keqiang presided over the State Council executive meeting on April 27, decided to increase the stabilization of employment policies to promote employment efforts to maintain employment stability and smooth operation of the economy. To maintain stable employment and stable economic operation; to listen to the transportation and logistics to ensure smooth work report, and asked to further open up the blockage, smooth circulation.
Source: CCTV Network
Zhejiang implementation of fourteen financial initiatives to support the epidemic prevention and control and economic and social development
The People's Bank of China, the Foreign Exchange Bureau has recently issued a "notice on the prevention and control of the epidemic and the economic and social development of the financial services". People's Bank of China Hangzhou Central Branch, Foreign Exchange Bureau of Zhejiang Province Branch quickly in the total financial security, help enterprises to alleviate the difficulties, reduce the burden of cost, steady progress and improve the quality of the planning of new ideas, sorting out the 14 refined initiatives, the organization of the financial system in Zhejiang Province to increase the intensity of the work, leaning forward. It is mentioned that the implementation of differentiated housing credit policy according to the city, and promote the stable and healthy development of the real estate market. Maintain stable growth in real estate loans. Increase support for the first set of just demand for owner-occupied housing. Expand the supply of real estate development loans, and do a good job of financial services for mergers and acquisitions of key real estate enterprise projects. Flexibly adjust mortgage repayment arrangements for people affected by the epidemic.
Source: Caixun News Agency
Lowering the premium rates for unemployment and work-related injuries will continue for another year
The Ministry of Human Resources and Social Security (MOHRSS) said on April 27 that the policy of phased reduction of the premium rates for unemployment and work-related injuries will be extended until April 30, 2023. Five special hardship industries, such as catering, will be given a three-month moratorium on the payment of pension insurance premiums and no more than one year's unemployment and work-related injury insurance premiums, and late fees will be waived during the moratorium period. For small and medium-sized enterprises with fewer layoffs and no layoffs, the percentage of unemployment insurance premiums returned has been raised from 60 percent to a maximum of 90 percent.
Source: CCTV (News Feed)
National regional medical center construction strives to achieve full coverage of provinces by the end of the year
Reporters learned from the National Development and Reform Commission that China will strive to achieve the construction of the national regional medical centers to cover all provinces by the end of the year. By the end of the "14th Five-Year Plan", the construction of national regional medical centers should be basically completed, and a number of high-level clinical diagnostic and treatment centers have been built in areas where there is a shortage of high-quality medical resources.
Source: CCTV (News Feed)
Putin orders extension of Russian fertilizer export restrictions to Aug. 31
According to the official website of the Russian president on April 27, Russian President Vladimir Putin instructed to extend the restrictions on Russia's export of fertilizers to Aug. 31, and to consider the possibility of further extension of the restrictions. At the same time, Putin ordered the elimination of import tariffs on agricultural machinery and accessories that have no analogues in Russia, including some combine harvesters and gardening machinery. In addition, the government allocated 7 billion rubles from the budget for research and development of alternatives to equipment for fishing fleet vessels.
Source: CCTV news client
(Investment adviser? Cai Jin? Registered investment adviser certificate number: S0260611090020)
Two, the market hot spot focus
Market Review: three indexes strong rebound, the track stocks set off a wave of stops
Wednesday, the two markets opened low after the oscillation rebound, the market The total turnover amount is enlarged compared to the previous trading day. Specifically, the Shanghai index closed the SSE index rose 2.49%, closing at 2958.28 points; SZCI index rose 4.37%, closing at 10,652.90 points; GEM rose 5.52%, closing at 2,269.17 points.
On the disk, the salt lake lithium concept stocks, photovoltaic concept stocks and military stocks performance is strong, the top gainers, textile and clothing concept stocks performance is relatively weak, the market stocks mainly up. From the trend, the market early morning low opening shock after a strong rally, and maintained to the close, the three major indexes are Tuesday's decline recovered. Although the rebound on Wednesday is relatively strong, but the market is still in a weak atmosphere, the index is expected to maintain the rhythm of oscillation.
Operationally, the track stocks appeared to stop the tide, beware of today's high back down. Wednesday's theme stocks in the strong performance of the track stock chip loosening, short-term attention to position and rhythm of control. Currently the market liquidity is poor, pessimism is extremely amplified, there is an irrational fall, do not recommend blind bottoming, but also avoid panic fall, wait for the market stabilized and then look for operation. Medium-term recommendations focus on lithium battery midstream, chips, photovoltaic, wind power equipment, brokerage firms and banks and other high-quality leading enterprises as well as the performance of good stocks.
(Investment adviser? Yu Dechao? Registered Investment Adviser Certificate No.: S0260613080021)
Macro Viewpoint: Industrial enterprises above designated size in the first quarter, profits rose 8.5% year-on-year
The National Bureau of Statistics released the latest data on April 27, showing that in the first quarter, the country's industrial enterprises above designated size realized a total profit of 195,557,000 yuan, an increase of 8.5% year-on-year. The total profit of industrial enterprises above designated size realized 195,555.7 billion yuan in the first quarter, an increase of 8.5% year-on-year, continuing to maintain a stable growth trend.
In the first quarter, the mining industry profit rose 1.48 times year-on-year, continuing the high growth trend since last year, strongly pulling industrial enterprise profit growth. In the first quarter, the profit of high-tech manufacturing industry increased by 3.8% year-on-year, improving from January to February.
With the tax cuts and fee reductions, helping enterprises to alleviate the difficulties of the policy continues to show the effect of force, the first quarter of the industrial enterprises above designated size per 100 yuan of operating income in the cost of 0.54 yuan year-on-year, compared with January-February, a reduction of 0.18 yuan. The profit margin of enterprise operating income was 6.25%, 0.28 percentage points higher than in January-February.
Source: Caixun News Agency
Comment: The mining industry is still in a period of high prosperity, the relevant listed companies in the first quarter results are generally better, the performance in the past two months is also generally stronger than the broader market. With the rebound of the market, the short-term performance of low-level overshooting stocks is significantly stronger than the adjustment of the mining industry stocks, short-term also need to be vigilant about the risk of such stocks of the high make-up fall.
(Investment adviser? Cai Jin? Registered investment adviser certificate number: S0260611090020)
PV equipment: PV data in the first quarter to maintain a high boom
PV: April 20, the National Energy Board released 1-3 months of the national power industry statistics. From the installed capacity point of view, as of the end of March, the national power generation installed capacity of about 2.40 billion kilowatts, an increase of 7.8%. Among them, the installed capacity of wind power is about 340 million kilowatts, an increase of 17.4% year-on-year; the installed capacity of solar power generation is about 320 million kilowatts, an increase of 22.9% year-on-year. It is worth noting that the photovoltaic new installed capacity of 13.2GW in January-March, an increase of 7.9GW over the same period last year, an increase of 147.89% year-on-year. From the power project investment completion amount, 1-3 months, the country's major power generation enterprises power project completed investment of 81.4 billion yuan, an increase of 2.5% year-on-year. Among them, solar power generation 18.8 billion yuan, up 181.0%. From the domestic point of view, in the first quarter of this year, whether from the point of view of installed capacity data, or power engineering investment completion data, photovoltaic power generation year-on-year growth rate are ranked in the first place in the various modes of power generation, the domestic demand for photovoltaic performance of the off-season trend. According to photovoltaic data, the first quarter of the domestic installed capacity to distributed, accounting for about 70%, looking ahead, distributed photovoltaic by virtue of the advantages of small footprint, flexible and intelligent, superimposed on the whole county policy to actively promote the construction of distributed photovoltaic, distributed projects in 2022 is still likely to account for a higher proportion of the new installed capacity. From the overseas point of view, according to Gaisi Consulting, in March 2022, module exports 14.5GW, up 85.1% year-on-year, the export value of 3.72 billion U.S. dollars, up 102.4% year-on-year; Q1 cumulative exports of 41.3GW, up 108.5% year-on-year, cumulative export value of 10.61 billion U.S. dollars, up 123.4% year-on-year, the module export data verified that the overseas PV installation High demand boom. Looking ahead, with the end of the Indian rush to install the wave, India PV installed demand or will return to normal growth rate, but under the influence of the Russian-Ukrainian conflict, the European terminal electricity prices soared, superimposed on the demand to get rid of Russia's energy supply, the European PV installed demand or will usher in explosive growth.
Source: Ping An Securities research report
Comment: In the long term, in the context of health insurance fee control and domestic pharmaceutical industry upgrading, the pharmaceutical sector to structural investment opportunities. In the short term, the epidemic repeated, Chinese medicine into the new crown pneumonia diagnosis and treatment program, the strategic position of traditional Chinese medicine to further improve, but also by the short-term capital pursuit.
(Investment adviser Yu Dechao Registered Investment Adviser Certificate No.: S0260613080021)
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