At the end of March, China's foreign exchange reserves were US$ 3,060.6 billion, a decrease of 1.5% compared with the beginning of the year.
The National Innovation Center for Rare Earth Functional Materials was approved by the Ministry of Industry and Information Technology.
Market review
Market comment: The market volume recovered 2800 points, and the money-making effect picked up.
New energy vehicles: The Ministry of Industry and Information Technology revised the Regulations on the Administration of New Energy Vehicle Manufacturers and Products Access.
Futures information
Metal energy: gold 374.5, up 2.73%; Copper 40590, up 2.24%; Rebar 32 15, down 0.12%; Rubber 100 10, up1.78%; The PVC index was 5 190, up by 3.49%; Zheng Chun 1739, up by 3.64%; Shanghai Aluminum 1 1645, up by 0.74%; Shanghai nickel 93340, up 0.83%; Iron ore was 582.5, down 0.94%; Coke 166 1, up1.1%; Coking coal 1 128.5, down1.35%; Crude oil was 304.5, up 4.07%;
Agricultural products: soybean oil 5536, up1.65%; Corn 2020, down 0.10%; Palm oil 4796, up1.35%; Cotton 1 1050, up by 2.55%; Zheng Mai 2596, up 0.39%; White sugar 5353, up 0.89%; Apple 7 120, up1.47%;
Exchange rate: EUR/USD 1.0892, up 0.91%; USD/RMB 7.068 1, down 0.55%; USD/HKD7.7526, up 0.0 1%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
New stock tips
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Main recommendations
At the end of June 5438+0.3, China's foreign exchange reserves were US$ 3,060.6 billion, down 1.5% from the beginning of the year.
According to the latest data on the scale of foreign exchange reserves released by the State Administration of Foreign Exchange, at the end of March, China's foreign exchange reserves were $3,060.63 billion, a decrease of $46.088 billion from the previous month. At the end of March, China's gold reserve was 62.64 million ounces (about 1 948.32 tons), which was the same as last month.
In March, the international financial market fluctuated greatly, mainly due to the accelerated spread of the COVID-19 epidemic around the world and the sharp drop in international crude oil prices. The US dollar index strengthened, the exchange rate of some non-US dollar currencies fell against the US dollar, and the asset prices of major countries were greatly adjusted. China's foreign exchange market is generally stable, and foreign exchange supply and demand remain basically balanced. Under the joint action of exchange rate conversion and asset price changes, the scale of foreign exchange reserves has declined.
Comments: The decrease in foreign exchange reserves at the end of March was mainly due to the strength of the US dollar index and the sharp adjustment of asset prices in major countries. With the gradual recovery and improvement of the domestic real economy and the stabilization of capital markets in major countries, it is expected that the overall scale of foreign exchange reserves will remain generally stable.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. The National Rare Earth Functional Materials Innovation Center was approved by the Ministry of Industry and Information Technology.
Jiangxi Provincial Department of Industry and Information Technology announced on the 7th that the Ministry of Industry and Information Technology recently officially approved Guo Rui Kechuang Rare Earth Functional Materials Co., Ltd. to set up the National Rare Earth Functional Materials Innovation Center, which is the only national manufacturing innovation center in the field of rare earths.
The National Rare Earth Functional Materials Innovation Center relies on Guo Rui Kechuang Rare Earth Functional Materials Co., Ltd., which is jointly organized by Jiangxi Province and Inner Mongolia Autonomous Region, and jointly established by North and South rare earth backbone enterprises and universities.
Jiangxi Provincial Department of Industry and Information Technology said that the National Rare Earth Functional Materials Innovation Center will focus on the functional materials industries such as rare earth magnetism, luminescence, catalysis and alloy, and the recycling of rare earth secondary resources, focusing on the design, processing and manufacturing integration technology of high-end rare earth functional materials, batch preparation of key technologies of rare earth new materials, and development and application technologies of cutting-edge rare earth new materials. To build a new innovation platform integrating key common technology research and development, pilot incubation, testing and verification, and achievement transfer, thus accelerating the key in the field of rare earth functional materials.
Comments: The rare earth permanent magnet sector as a whole is at a relatively low level, and the establishment of the National Rare Earth Functional Materials Innovation Center is expected to stimulate the short-term activity of individual stocks in this sector. Short-term can participate in a small amount of bargain-hunting, and chasing up is not recommended.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Market review
1, market comment: the volume of the market rebounded by 2800 points, and the profit-making effect picked up.
Affected by the holiday surge in overseas stock markets, it continued to strengthen after opening higher in early trading on Tuesday, and opened higher and higher all day. The three major stock indexes all closed up more than 2%. At the close, the Shanghai Composite Index rose 2.05% to 2,820.76 points, the Shenzhen Component Index rose 3. 15% to 10428.9 points, and the Growth Enterprise Market Index rose 3.3 1% to 1969.78 points. From the perspective of the disk, the theme concept is all red, and the demon stocks are frequent, and the oil and gas, brokerage, new energy vehicles, digital currency and other sectors are active. Overall, individual stocks rose more and fell less. Non-st stocks in the two cities have a daily limit of more than 150, and less than 100. The atmosphere of making money is very strong. Today, the net inflow of northbound funds exceeds 654.38+04 billion yuan, including 765.438+00 billion yuan in Shanghai Stock Connect and 7.3 billion yuan in Shenzhen Stock Connect. The turnover of the two cities exceeded 700 billion yuan, which was significantly enlarged compared with last Friday.
From the external news, after a series of prevention and control measures were taken in countries with serious epidemic situation in Europe and America, the number of new patients and deaths gradually decreased. In addition to the United States, there are signs of inflection points in many European countries. It is widely expected that the United States will have an inflection point in April, which undoubtedly injected a shot in the arm into European and American stock markets. In the context of global water release to stimulate the market, the central bank finally threw out the measures of "reducing RRR" and reducing the inter-bank excess reserve ratio over the weekend, and the attitude of caring for the financial market was obvious. Generally speaking, as the global epidemic gradually tends to be controlled, the current situation of the market climbing after bottoming out fully reflects the expectation of the market outlook, and the follow-up market is expected to continue to rebound without sudden major negative impact. In operation, holding shares is dominant, and there is little room for the short-term market to continue to rebound. If the market continues to rise in the next two days, you can choose to lighten up. In the bottoming stage of the market, investors can lock in profits by strengthening transactions, and pay attention to white horse consumption, gold, oil and gas industry chains and other stocks supported by a quarterly report on dips.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
2. New energy vehicles: The Ministry of Industry and Information Technology revised the Regulations on the Administration of New Energy Vehicle Manufacturers and Products Access.
On April 7, the Ministry of Industry and Information Technology issued a decision on amending the Regulations on the Administration of New Energy Vehicle Manufacturers and Products Access. The document proposes to delete the requirement of "design and development capability" for applying for the access of new energy vehicle manufacturers; Adjust the shutdown time of new energy vehicle manufacturers from 12 months to 24 months; Delete the Interim Provisions on the Application for Access of New Energy Vehicle Manufacturers; The deletion of newly-built pure electric passenger car manufacturers shall also comply with the provisions of the Regulations on the Administration of Newly-built Pure Electric Passenger Cars.
Investment Comments: The Ministry of Industry and Information Technology issued a decision on amending the Regulations on the Administration of New Energy Automobile Manufacturers and Products Access, which lowered the design requirements of new energy automobile enterprises as a whole and relaxed the production suspension time. The new regulations are more friendly to new energy automobile manufacturers and are conducive to the long-term stable and healthy growth of new energy automobile enterprises. Recently, affected by the epidemic and geopolitical factors, the price of crude oil has fallen sharply, and the replacement expectation of new energy vehicles for traditional fuel vehicles has declined, but it is the general trend to vigorously develop new energy vehicles. The new Regulations of the Ministry of Industry and Information Technology will help new energy automobile enterprises to grow better. Investors can pay attention to new energy auto companies and related industrial chain stocks on dips.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)