A selection of financial news
Central Bank of China: solid promotion of digital RMB R & D pilot, orderly expansion of the scope of the pilot
March 24, the People's Bank of China held a 2022 currency gold and silver and security work video conference. The meeting requested that in 2022, the People's Bank of China's goods and gold security system should make every effort to ensure the supply of cash, consolidate the formation of a long-term mechanism to rectify the refusal to accept cash, continue to improve the tidiness of the RMB in circulation, and further strengthen the anti-counterfeiting work line of defense. The PBOC will also continue to promote the research and development of digital RMB pilots, expand the scope of pilots in an orderly manner, continue to improve the design and use of the system, and gradually establish a sound management system framework.
WHO says Europe's "rough unblocking" has led to a return of the new crown epidemic
The World Health Organization said some European countries prematurely lifted restrictions on the epidemic, leading to a surge in the number of people infected with the new crown in those countries now, according to a report by Britain's The Guardian. surge. The wave of outbreaks may be linked to the more contagious Omicron variant strain, subtype BA.2. WHO's regional director for Europe, Hans Kluge, said countries including Germany, France, Italy and the United Kingdom had "brutally" lifted restrictions on the new crown outbreak. He said the number of people infected with the disease was now rising in 18 of the region's 53 countries. Speaking to reporters in Moldova on Tuesday, Cluj said more than 5.1 million new cases and 12,496 deaths had been reported in the European region in the past seven days. These new cases are usually linked to infection with the Omicron BA.2 subtype, which experts say is about 30 percent more infectious than the original virus.
Ministry of Transportation and Communications (MOTC): In 2022, the supply and demand of marine transportation volume in the international dry bulk market is expected to be balanced, and freight rates are in a recovery and upward cycle
Ministry of Transportation and Communications (MOTC) has released its waterway transportation market development in 2021 and market outlook for 2022, and it expects that the dry bulk market will be balanced, with supply and demand in the dry bulk market. Volume supply and demand tend to be balanced, and freight rates are in a recovery and upward cycle. Demand for tanker transportation is expected to pick up, and external uncertainties may lead to increased volatility in freight rates. Global demand for containerized shipping is expected to remain strong overall, and spot market rates for liner companies are expected to remain high in the first half of the year, with the development of epidemics outside the country and port congestion in the second half of the year being the main factors determining the direction of the market.
Shenzhou 13 astronauts will enter the return preparation stage next week
23, Shenzhou 13 astronaut crew successfully completed the "Tiangong classroom" second class teaching activities. The three astronauts of Shenzhou XIII have been working and living in the space station for more than five months, and according to the plan, they will be working and living in orbit for about 180 days, and now they have entered the countdown to "go home". According to the general CCTV reporter to the astronaut training center to understand, three astronauts next week will begin to return to the preparatory stage.
"14th Five-Year Plan" modern energy system top design: green low-carbon color remains unchanged, energy security and balance
National Development and Reform Commission, the Energy Bureau recently issued the "14th Five-Year Plan". "Modern Energy System Plan", once again laid the "14th Five-Year Plan" green low-carbon and energy security and focus on the tone. Industry analysts pointed out that the "Plan" and the previous "2030 before the carbon peak action program" to develop the goals are basically the same, but the relevant expressions closer to the reality of the operation. Comprehensively speaking, oil and gas control of foreign dependence is still a long way to go, wind power photovoltaic rapid advancement is not in doubt, and to increase the peak power capacity and transmission channel construction as the focus of the construction of a new electric power system on the line, which reflects the modern energy system, "clean, low-carbon, safe and efficient," the core connotation.
(Investment Advisor: Lin Xu Rui, Practice Certificate No. S0260615100004)
Second, the market hot spot focus
Market Review: Market weak finishing, timely selection of the standard
Thursday's market weak shock Plates, pharmaceuticals, coal, health care rose, education and leisure, semiconductors, communications equipment retracement more. Compared with the violent fluctuations in the first few trading days last week, the market in recent trading days can be described as choppy, the mood is clearly convergence, geopolitics, global liquidity, epidemic changes, the domestic economy and several other important dimensions have been in the role of a combination, investors should avoid falling into a single logic trap, a comprehensive consideration of all aspects of the impact of the factors, in general, the macro and peripheral factors for the micro level of corporate earnings The extent of the impact of macro and peripheral factors on the micro level of corporate earnings is limited, in most cases is not decisive, one is because the domestic listed companies in the field to which it belongs to the relative size and volume of most of the relatively large, is the leading company in the plate or sub-sector, and the second is that the capital's mood is often prone to over-reflecting the short-term changes in the fundamentals, so we still want to prompt investors to look at a longer period of time, the bottom-up selection of the underlying is often the best strategy to cope with the different environments and situations. and the situation of the advantage of the strategy. The stock market is risky, investment should be cautious.
(Investment Advisor Wang Huaibei Registered Investment Advisor Certificate No.: S0260615030009)
Macro Perspectives: Warming signals were released one after another, and the United States exempted some of the tariffs on imports from China
Events: On 23rd of the local time, the Office of the U.S. Trade Representative (OTS) released a statement that Announced the re-exemption of tariffs on 352 items of imports from China, the new provisions will apply to goods imported from China between October 12, 2021 and December 31, 2022, the new rules. Last October, the Office of the U.S. Trade Representative (USTR) announced its intention to reexempt 549 items of Chinese imports from tariffs and sought public comment on the matter. After a lapse of nearly six months, the Office of the U.S. Trade Representative issued a statement on the 23rd confirming the confirmation of 352 of the 549 Chinese imports previously proposed to be re-exempted from tariffs. The office said the U.S. decision on that day was the result of a comprehensive public consultation and consultation with relevant U.S. agencies.
Source: CCTV News
Comment: recently, after the video meeting between the heads of state of China and the United States, there is a constant release of warm signals, ZTE's non-revocation of the reprieve, exemption from tariffs on some of China's commodities, the short-term of these news for the repair of the market sentiment have a positive impact, but we also need to see the deeper level of the relationship between the big powers, in the long run is bound to affect the market risk appetite Important dimension, the market for which the game cognition is more and more rational, investors should see the essence through the phenomenon, firmly grasp the value of the main line.
(Investment adviser Wang Huaibei Registered Investment Adviser Certificate No.: S0260615030009)
Agriculture, forestry, animal husbandry and fisheries industry: hog prices continue to be low, reverse layout or usher in a better time
Event: In recent quarters, hog farming-related corporate gearing is at a relatively high level, and farming enterprises are facing greater financial pressure. The company is facing greater capital pressure and repayment pressure. At the bottom of the cycle and the background of the high debt ratio, the difficulty of debt financing for farming enterprises has intensified, and the funding gap for counter-trend expansion will rely more on equity financing, and it is recommended to pay attention to the relevant corporate financing plan. The recent downturn in pig prices, the overall step into the stage of deep losses, net cash flow outflow will lead to the industry capacity will continue to contract. 2019-2020 is the peak stage of the history of the leverage of large-scale enterprises, taking into account the industry's hardware production capacity construction peak after the gradual commissioning of the number of reserve breeding pigs is sufficient, is expected that the next round of the cycle height is difficult to be on the same day with 2019/2020. It is recommended to focus on the capital status of the breeding enterprises, and to screen the targets from the level of business management, the security of the capital chain, the elasticity of the growth of the slaughter, valuation matching and other multi-dimensional.
Source: GF Securities research report
Comment: At this stage, the breeding industry into a relatively difficult period, after several rounds of cycles, the market funds for the domestic breeding industry's laws and logic of cognition more and more clear, the layout of the funds is also more and more prospective point of view, the cycle of large fluctuations between a certain degree of convergence may be investors can dig the value of which! Breeds, selection of reasonable valuation of the listed subject, do some reverse layout.
(Investment adviser Wang Huaibei registered investment adviser certificate number: S0260615030009)
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