Guo Weimin: We are confident and qualified to achieve stable, healthy and sustainable economic development.
The Fifth Session of the 13th China People's Political Consultative Conference held its first press conference. Guo Weimin, a spokesman for the conference, said that members put forward a series of opinions and suggestions in response to the triple pressures of shrinking demand, supply shocks and weakening domestic economic development expectations. Some members suggested promoting scientific and technological innovation and industrial transformation, effectively expanding domestic demand and forming new growth points and poles. Some members suggested that in order to improve the stability and security of the supply chain, enhance the capability of independent innovation and strengthen key technological innovation, including creating new advantages of the digital economy, we should attach great importance to the overall planning and interpretation of various policies, judge risks in time, resolve public doubts and stabilize the expectations of market participants. CPPCC members and relevant experts believe that we are confident, qualified and capable of achieving stable, healthy and sustainable economic development.
Source: Newspaper.
Three departments: discipline training shall not be carried out in violation of regulations in the name of non-discipline training.
In order to standardize the off-campus training behavior of non-discipline classes and effectively prevent the problems of low training quality, arbitrary price increase and potential safety hazards, the Ministry of Education, the National Development and Reform Commission and the General Administration of Market Supervision regulate the off-campus training of non-discipline classes, requiring all the prepaid fees of non-discipline off-campus training institutions to be paid into their own special accounts. Training for primary and secondary school students shall not use training loans to pay training fees. Do not charge fees at one time or in the form of recharge or card distribution. The time span exceeds 3 months or 60 class hours. Industry organizations should play the role of industry self-discipline, guide training institutions to set reasonable prices, standardize off-campus training services, and not carry out discipline training in violation of regulations in the name of non-discipline training, and consciously safeguard market order and industry image.
Source: Ministry of Education website.
The price of aluminum reached a record high, and the profit per ton reached 6000 yuan.
London Metal Exchange (LME) benchmark aluminum price continues to hit a record high. On March 3rd, the price of aluminum rose to the highest of $3,650/ton, once again setting a new record of $3,380/ton in 2008. Aluminum analysts said that the average profit per ton of aluminum in the industry has reached about 6,000 yuan, and the production enthusiasm is high.
Source: Interface News
Dashang adjusts the trading margin of some futures contracts of palm oil and other varieties.
According to the risk management measures of Dalian Commodity Exchange, it is decided through research that the margin level of speculative trading in palm oil futures P2204 and P2205 contracts will be adjusted from 65,438+02% to 65,438+03% from the settlement on Wednesday, March 9, 2022. The margin level of soybean meal futures M2205 contract, soybean oil futures Y2205 contract and corn starch futures CS2205 contract was adjusted from 9% to 12%, soybean No.2 futures B2204 and B2205 contracts were adjusted from 9% to 12%, and corn futures C2207 and C2209 contracts were adjusted from 65438.
Source: website of Dashang Institute
Ukraine suspended the export of natural gas to foreign countries.
On March 3, local time, Ukrainian natural gas transportation company said that Ukraine suspended the export of natural gas to foreign countries.
Source: CCTV News
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Second, the focus of market hotspots
Market comment: The trend of the three major indexes is divided, and the concept of Sino-Russian trade continues to lead.
On Thursday, the market indexes of the two cities fluctuated and adjusted, and the total market turnover was enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index closed down 0.09% at 348 1. 1 1 point; The Shenzhen Component Index fell 1.09% to close at 1320 1.82; Growth enterprise market fell 1.5 1% to close at 279 1.95.
On the face of it, Sino-Russian trade concept stocks, oil and gas service concept stocks and COVID-19 pharmaceutical concept stocks were active, with the highest gains, while the track stocks were weak. From the trend point of view, the three major indexes all fluctuated and closed down, but they showed differentiation. The trend of Shanghai Stock Exchange Index is more flexible than that of Shenzhen Stock Exchange Index and Growth Enterprise Market Index. Entering the window period of the two sessions, it is difficult for the index to have a big market, and the overall range is dominant.
In terms of operation, the current market rotation rhythm is fast, so it is necessary to be cautious to chase after the day. In the short term, it is still active around hot spots such as East Number and West Number, Sino-Russian trade concept, oil and gas, and epidemic concept. In the medium term, it is recommended to pay attention to high-quality leading enterprises such as military industry, chips, photovoltaics, upstream of new energy, banks, and stocks with good performance.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Ministry of Industry and Information Technology: For key industries such as automobiles and integrated circuits, we should actively coordinate to ensure the smooth supply chain of the industrial chain.
On March 2nd, the member of the Party Group and Vice Minister of the Ministry of Industry and Information Technology newly presided over a video conference on industrial economic operation in some provinces and cities. The meeting stressed that effective measures should be taken to resolutely win the tough battle of steady industrial growth in the first quarter and ensure a good start for the industrial economy this year. First, make greater efforts to implement policies and stabilize market expectations, strengthen publicity and interpretation and public opinion guidance, and continue to promote the implementation of steady growth policies. Second, increase coordination to ensure the stability of the industrial chain supply chain, especially in key industries such as automobiles and integrated circuits, to ensure the smooth supply chain of the industrial chain. Third, make greater efforts in monitoring and dispatching, strengthen risk early warning response, track and pay attention to the impact of various exogenous variables such as epidemic situation and geopolitics on industrial economy, strengthen early warning in time, and improve response plans. Fourth, intensify efforts to optimize the environment, strengthen enterprises to solve difficulties, coordinate and solve difficult problems faced by enterprises in production and operation in a timely manner, further promote the work of clearing arrears and rectifying arbitrary charges, and create a good environment.
Source: Securities Times Network
Comments: In recent years, due to the epidemic situation, geopolitical conflicts and other factors, the supply of industrial chains in automobiles, integrated circuits and other industries has been in short supply from time to time. The Ministry of Industry and Information Technology held this meeting to ensure the smooth supply chain of the industrial chain and minimize the impact of various exogenous variables on the current economy.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Non-ferrous metals: The conflict between Russia and Ukraine escalated and the fluctuation of non-ferrous metals intensified.
The conflict between Russia and Ukraine intensified, the prices of natural gas and crude oil soared, and the prices of aluminum and nickel rose at a high level. LME copper stocks continued to decline, SHFE copper stocks surged, and copper prices fluctuated upward at a high level. Affected by the Russian-Ukrainian conflict, the prices of crude oil and natural gas have risen sharply, which may lead to the expansion of the shutdown scale of European electrolytic aluminum plants and the expected increase in aluminum supply reduction; The price of aluminum continued to rise in February, which is close to the highest point in recent years. Aluminum stocks in the futures market are still at a low level. It is expected that aluminum prices will continue to fluctuate at a high level in March. Domestic nickel ore and high nickel ore stocks are at a low level, and nickel prices may continue to rise due to the conflict between Russia and Ukraine and the high prosperity of new energy vehicles.
Source: central china securities research report.
Comments: By the end of February, the PE of non-ferrous plate was 27.22 times, that of precious metal plate was 23.76 times, that of industrial metal plate was 18.83 times, and that of rare metal plate was 4 1.07 times. In February, the performance of the A-share market improved. Affected by the escalation of the conflict between Russia and Ukraine, the risk aversion of all parties has increased and commodity fluctuations have intensified. Non-ferrous metal industry was rated as "synchronous market", and it is suggested to pay attention to aluminum, nickel, lithium, cobalt and rare earth plates.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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