I. Selected Financial News
After p>LME "unplugged the network cable", where will Qingshan's position go? Insiders: There are four ways to get out of the predicament
In the face of the skyrocketing "demon nickel", the Shanghai Futures Exchange issued a notice on March 9, saying that some contracts of nickel futures will be suspended for one day from the night trading on March 9. This week, the nickel market has set off a huge wave. In the skyrocketing market of nickel, the market's speculation about the "big short" behind it points to the domestic enterprise Qingshan Holding Group Co., Ltd., and analyzes that under the current situation, its high probability will get out of the predicament through four ways: closing the position on the spot, closing the position by agreement, delivery and extension. On March 9, some media reported that Qingshan Group said in response to the rumor that it was forced to empty by foreign capital that it would replace the domestic metal nickel plate with its high matte nickel, which has been allocated to sufficient spot for delivery through various channels.
Development and Reform Commission (NDRC): The project of "East Counting and West Counting" is a key measure to promote the high-quality development of China's digital economy and an effective help to achieve the goal of carbon neutrality in peak carbon dioxide emissions.
The National Development and Reform Commission issued the second interpretation of the project series of "East Counting and West Counting": implementing the project of "East Counting and West Counting"-fully implementing the spirit of the 14 th Five-Year Plan and the outline of long-term goals for 235. The paper points out that the project of "calculating from the east to the west" is a key measure to promote the high-quality development of China's digital economy. The project of "East Counting and West Computing" is an important starting point to realize the independent innovation of key core technologies, and it is an effective help to achieve the goal of carbon neutrality in peak carbon dioxide emissions. We should stick to a national chess game, give full play to our advantages, strengths and weaknesses, and promote the implementation of the "East Counting and West Counting" project as a whole, so as to make due contributions to the full implementation of the 14 th Five-Year Plan for China's national economic and social development and the realization of the long-term goal in 235.
National Energy Administration: In 221, the new grid-connected capacity of photovoltaic power generation was 54.88 million kilowatts.
The National Energy Administration announced the construction and operation of photovoltaic power generation in 221, and the new grid-connected capacity was 54.88 million kilowatts. Among them, centralized photovoltaic power station is 25.6 million kilowatts, and distributed photovoltaic power station is 29.28 million kilowatts.
Sun Qian, Deputy Procurator-General of the Supreme People's Procuratorate: The financial innovation activities should be thoroughly examined, and we can't just put on the label of "innovation".
Sun Qian, Deputy Procurator-General of the Supreme People's Procuratorate, pointed out that citizens' personal information has become the "basic material" for the implementation of cyber crimes, and illegal disclosure of citizens' personal information has also become the source behavior of most cyber crimes. Procuratorial organs will adhere to the whole chain punishment and strictly crack down on crimes against citizens' personal information according to law. For some activities wearing the hat of "financial innovation", Sun Qian bluntly said that the innovation of "hanging sheep's head and selling dog meat" is not true innovation. At present, some lawless elements take advantage of hotspots such as blockchain and "Metauniverse" to carry out illegal fund-raising and fraud, which is the most typical "pseudo-innovation". Sun Qian emphasized that we should use the "penetrating" method to make substantive judgments on financial innovation activities. You can't put on the hat of "financial innovation" and think that it is "the law can be done without prohibition" and let it go. Those who commit crimes under the banner of financial innovation must be resolutely and severely punished according to law.
The highest annual interest rate is 8%. Russian media: Russian Foreign Trade Bank started RMB deposit business on March 9th.
According to a report by Russian News Agency on March 9th, the Russian Foreign Trade Bank (Russian Foreign Trade Bank) announced that it started RMB deposit business on March 9th, with the highest annual interest rate of 8% and the minimum deposit amount of RMB 1. 5 yuan RMB is the minimum deposit required by individual business halls of Russian Foreign Trade Bank. The Russian Foreign Trade Bank also said that new business will become the "most favorable option" for foreign exchange deposits. "In the context of the falling exchange rate of (ruble) against the US dollar and the euro, many customers are interested in using other foreign exchange deposits, and RMB is one of the most promising options for allocating funds."
(investment consultant: Lin Xurui, practicing certificateNo. S2661514)
Second, focus on market hotspots
Market comments: the index fluctuated greatly, and the market became more worried about uncertainty
On Wednesday, the market fluctuated sharply all day, and there was a wave of rapid diving in the afternoon, and all three indexes fell by more than 4% at one time. Then, with the gradual venting of panic, the index began to gradually. On the whole day, the Shanghai Composite Index fell by 1.13% to close at 3,256.39 points, the Shenzhen Component Index fell by 1.12% to close at 12,17.2 points, and the Growth Enterprise Market Index fell by .63% to close at 2,566.72 points. The turnover of the two cities in the whole day was 1,161.8 billion yuan, which was enlarged compared with the previous trading day. In terms of sectors, coal, semiconductors and tourism were among the top gainers, while chemical fiber, real estate and commerce showed obvious pullback. After several weak trading days, with the continuous increase of market decline, including the liquidation of the two financing funds and the passive stop loss of some private equity funds, the passively sold funds may further impact the market sentiment. At this stage, the geopolitical risks of Russia and Ukraine spill over, and the market is increasingly worried about uncertainty. However, we still have to see that panic is a short-term impact after all. In the long run, the anchor of the market's high-quality target price must be the fundamental profitability. It is the logic that needs to be clarified now to clear the fog, see the essence, shield the complicated noise and return to the source of value. The stock market is risky, so you need to be cautious in investing.
(investment consultant Wang Huaibei registered investment consultant certificateNo.: S2661539)
Macro view: The People's Bank of China handed over the balance profit to the central finance over 1 trillion yuan
Event: In accordance with the spirit of the Central Economic Work Conference and the deployment of the government work report, in order to enhance the available financial resources, the People's Bank of China handed over the balance profit to the central finance this year, totaling over 1 trillion yuan, mainly used to offset tax rebates and increase subsidies to local governments. The balance profit of the People's Bank of China mainly comes from the operating income of foreign exchange reserves in the past few years, which will not increase the burden of taxes or economic entities, nor is it a fiscal deficit. The People's Bank of China will pay the balance profits to the central finance according to law, which will not cause the finance to overdraw the central bank. Balance profits are paid in a balanced manner on a monthly basis, and the balance sheet size of the People's Bank of China remains stable, which reflects the coordinated linkage between monetary policy and fiscal policy, and * * * works together to stabilize the macro-economic market.
Source: official website, People's Bank of China
Comments: It is a common practice in China for state-owned financial institutions and franchisees to pay profits to the central government, and it is also an important means to co-ordinate financial resources and adjust funds across years. In addition to the People's Bank of China, China Tobacco Corporation and China Investment Corporation are also paid units. Historical data show that this is not the first time that the central bank has paid the balance profits, and it has also been paid annually in the past. In addition, we can understand that this time, the central bank turned over 1 trillion yuan of profits to the finance, which is equivalent to transferring the profits of the central bank to the departments that can make financial investment. With the increase of financial investment, this fund will form a supplement to the base currency, and the effect may be similar to the familiar RRR cut. This time, the turn-over of trillions of profits has once again confirmed the management's determination to stabilize growth and the diversity of tools for stabilizing growth.
(investment consultant Wang Huaibei registered investment consultant certificate number: S2661539)
Power sector: the first batch of wind and light base projects with a scale of 1 million kilowatts will be completed and put into operation as soon as possible
Event: Zhang Jianhua, director of the National Energy Administration, said during the two sessions of the National People's Congress that this year's energy work should adhere to steady progress, establish first and then break, continuously expand the supply of clean energy, and strengthen the optimal combination of traditional energy and new energy. On the one hand, accelerate the development of non-fossil energy, promote the construction of large-scale wind power photovoltaic bases, promote the first batch of 1 million kilowatts scale base projects to be completed and put into operation as soon as possible, and accelerate the organization of the second batch of base projects; Actively promote the construction of hydropower bases, actively develop nuclear power in a safe and orderly manner, and build a number of major projects such as Baihetan Hydropower Station and Fuqing No.6. On the other hand, we should do a good job in the clean and efficient use of coal, make overall plans to promote the "three reforms linkage" of energy-saving and consumption-reducing transformation, heating transformation and flexibility transformation of coal-fired power, give play to the regulatory role of coal-fired power, and increase the capacity of new energy consumption.
Source: China Electric Power News
Comments: It can be seen that under the background of prudent introduction of policies with contraction effect, all departments are working together to make precise efforts and make efforts ahead. The statement of the relevant person in charge of the Energy Bureau emphasizes that a number of key projects such as wind power generation, hydropower generation and solar power generation will be accelerated. On the one hand, it will promote the investment in infrastructure construction, on the other hand, it will optimize the combination of traditional energy and new energy, which will further improve the perfection of the entire industrial chain and strengthen energy supply in the medium and long term.
(investment consultant Wang Huaibei registered investment consultant certificate number: S2661539)
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