On March 19, the General Office of the State Council issued the "Solid Promotions to Promoting High -level Open to the outside world to attract and utilize the use of foreign -funded actions".The "Action Plan" clearly reduces the negative list of foreign investment access.We will improve the management system of national treatment and negative list before foreign investment access, comprehensively cancel the restrictions on foreign investment access in the manufacturing industry, and continue to promote the expansion of the field of telecommunications and medical care.
The Bank of Japan ended the era of negative interest rates.On the 19th, the Bank of Japan announced the interest rate resolution and announced the cancellation of negative interest rate policies, setting the policy interest rate in the range of 0%to 0.1%, and the first interest rate hike in 17 years.At the same time, the Bank of Japan also decided to end the Treasury Bonding Rate Rate Curve Control (YCC) policy and cancel the purchase plan for the Japanese stock ETF and REITs (Revival Trust Investment Fund).
In terms of US stocks, the three major stock indexes have risen collectively.As of the closing, the Dow rose 0.83%, the Nasdaqi index rose 0.39%, and the S & P increased by 0.56%.
Large -scale technology stocks rose and declined, Microsoft rose 0.98%, Apple rose 1.36%, Nvidia rose 1.07%, Amazon rose 0.81%, Google fell 0.44%, Meta fell 0.15%, Tesla fell 1.43%.Most of the popular stocks fell, Weilai fell 6.14%, JD.com fell 0.93%, the ideal car fell 0.87%, Pinduang fell 0.80%, Baidu fell 0.57%, Alibaba fell 0.12%, and NetEase fell 0.25%.Xiaopeng Automobile rose 0.71%.
In terms of global assets, the 10-year national bond yield of the United States fell 0.763%to close 4.293%, which was a basis point of -39.4 from the two-year Treasury bond yield.The panic index VIX fell 3.56%, and Brent in May of May crude oil futures increased by $ 0.49, an increase of 0.56%to $ 87.38/barrel.COMEX Gold Futures closed down 0.16%to $ 2160.9/ounce.The US dollar index rose 0.21%yesterday to 103.81.Cryptocurrencies continued to decline, and Bitcoin fell below the $ 62,000 mark, and fell over $ 11,000 from a record high; Ethereum fell below $ 3,200.
1. Xiaomi Group: In 2023, the net profit adjusted was 19.3 billion yuan, an increase of 126.3% year -on -year
On the 19th, Xiaomi Group issued a 2023 performance announcement.In 2023, the annual revenue was 270.97 billion yuan, a year -on -year decrease of 3.2%; the adjustment of net profit increased by 126.3%year -on -year to 19.3 billion yuan.Among them, in the fourth quarter of 2023, the total revenue was 73.2 billion yuan, a year -on -year increase of 10.9%; the adjustment of net profit was 4.9 billion yuan, an increase of 236.1%year -on -year, including 2.4 billion yuan in innovative business costs such as smart electric vehicles.
2. Han Yanyi will be president of Ant Group
On March 19, Jing Xiandong, chairman and CEO of Ant Group, released a full letter to announce the upgrading of a new round of organizational structure: Han Yiyi will be the president of Ant Group, which is responsible for digital payment, digital interconnection and digital finance business, to the chairman, both, andCEO Jing Xiandong reported.In addition, Ant International, Oceanbase, and Ant Division set up a board of directors to independently face the market.Earlier, Han Yanyi served as Ant Group CFO.
3. Trigger major illegal law,*ST Botian is forced to delist
*ST Botian issued an announcement on the evening of the 19th that due to a false record of multiple financial reports, it has touched major illegal forced delisting.According to relevant rules, the Shanghai Stock Exchange made a decision to terminate the listing of*ST Botian.The company’s shares have entered the delisting period from March 27. It is expected that the final transaction date is April 18.
4. Longji Green can deny 30%of the layoffs, and the estimated adjustment ratio is about 5%
Recently, there are rumors that Longji Green Energy plans to lay off at most 30%to reduce costs.On March 19, Longji Green Energy responded that at present, the photovoltaic industry is facing a complex internal and external competitive environment. In order to cope with market changes and improve organizational effectiveness, the company has optimized the relevant position structure.In fact, it is expected that the proportion of personnel to adjust is about 5%of the total number of all employees.
5. Xiaomi Automobile Super Factory officially unveiled
Xiaomi founder, chairman and CEO Lei Jun posted on Weibo, "Today is a special day, the Xiaomi Motors Super Factory officially unveiled. This time the board chose to be held in the Xiaomi Automobile Factory.Su7.
6. Yaoming Kangde: Logged out the repurchase of 20.75 million shares
Yaoming Kant announced that with the company’s application, the company will cancel all A -share shares of 20.275 million shares repurchased on February 5, 2024 at the Indian Securities Securities Registration and Settlement Co., Ltd.Require relevant matters such as change registration procedures in a timely manner.
7. Nuo and Nord’s and Nvidia jointly build super AI computers
On March 19, the Novo Foundation announced an agreement with Nvidia to build a super -AI computer called "GeFion" for Denmark, Nordic countries to lead the country into the AI field.The foundation has promised to provide about 600 million krone (about 87 million US dollars) funds for the Super Computer Center and is expected to put it in operation by the end of this year.
8. Xiaopeng Automobile handed over the "transcript" of 2023 throughout the year
The total revenue of Xiaopeng Automobile in 2023 was 30.68 billion yuan, an increase of 14.2%year -on -year.The growth of its revenue is mainly due to the significant growth of the fourth quarter. Xiaopeng Automobile achieved revenue of 13.05 billion yuan in the quarter, an increase of 153.9%year -on -year.However, Xiaopeng Automobile has not stopped the pace of losses. The company’s net loss in 2023 rose to 10.38 billion yuan.In the past three years, the total loss of Xiaopeng Automobile has reached 24.377 billion yuan.
9. Qatar: Gaza’s ceasefire negotiation has not been close to reaching an agreement
Assari, a spokesman for the Qatar Foreign Ministry, said on the 19th that Gaza’s ceasefire negotiations have not yet approached an agreement, and the card party has a "cautious and optimistic" attitude towards the negotiation.Ansari said at a regular press conference on the day that the negotiations were still ongoing, but it was far from announced that any results were announced.The cards hope that the negotiation will continue until the agreement is reached.
10. Saudi Arabia plans to establish a $ 40 billion fund to invest in artificial intelligence
In recent weeks, representatives of the Saudi Public Investment Fund (PIF) have discussed potential partnerships with financial institutions such as Silicon Valley’s most successful venture capital company Andreessen Horowitz (A16Z).It is reported that Saudi representatives mentioned to potential partners that the country is seeking to support a series of technology startups related to artificial intelligence, including chip manufacturers and expensive and huge data centers.Saudi Arabia even considers its own artificial intelligence company.
11. World Meteorological Organization: In 2023, a number of climate change indicators set a new record
On the 19th, the World Meteorological Organization released the Global Global Climate Condition Report 2023, in 2023, a numberA new record.
12. Buffett accelerate stock repurchase
The latest published documents show that Buffett’s helm Berkshire Hathaway is accelerating the repurchase of the company’s shares.On March 18, local time, Baron Weekly reported that Berkshire Hathaway purchased a company shares worth $ 2.3 billion (about 16.6 billion yuan) in the first quarter of March 6.
1. "Federal Reserve’s Monograph": The Fed is waiting for interest rate cuts, and the internal is divided into two camps
"Federal Reserve’s Magazine" Nick Timiraos has written the latest article that at this week’s meeting, Fed officials’ debate may concentrate on how to cut interest rates in the middle of the year.Within the central bank, a camp believes that there is no need to cut interest rates because the economy is strong, and they want to see more evidence of economic slowdown.Another camp is more concerned about demand and weak recruitment: The unemployment rate has risen in February.Once the inflation data gives them a chance, they will cut interest rates to avoid wasting major opportunities for "economic soft landing".
2. Damo: India’s economy cannot reach the growth rate of India, India,
CheTan Ahya, chief Asian economist at Morgan Stanley, said on March 18 that India’s economy is unlikely to reach the growth rate of 8%-10%of India. LackThe speed of 6.5%-7%increased steadily.
3. The full vote of the Legislative Council of the Hong Kong Special Administrative Region passed the "Maintenance of National Security Regulations"
On the 19th, the Legislative Council of the Hong Kong Special Administrative Region passed the "Maintenance of the National Security Regulations".The Legislative Council of the Hong Kong Special Administrative Region objected to 89 votes, 0 votes abstain, and 0 votes. Three reads passed the "Maintenance of the Draft of the National Security Regulations". The relevant regulations will be signed by the Chief Executive and the formal procedures for publishing constitution.The Hong Kong Special Administrative Regulations for Maintaining National Security will take effect on March 23.
4. The Implementation Regulations of the Consumer Rights Protection Law of the People’s Republic of China "announced that it will be implemented on July 1st
The Premier Li Qiang of the State Council signed the State Council Order to announce the "Regulations on the Implementation of the Consumer Rights Protection Law of the People’s Republic of China", which will be implemented from July 1, 2024.The "Regulations" improve the relevant regulations on online consumption, and stipulate that operators shall not use technical means to force or enforce consumers to purchase goods or receive services in disguise.
1. Shijiazhuang intends to transfer the first set of mortgage interest rates to the lower limit
It is reported that since April of this year, Shijiazhuang resumed the lower limit of interest rates (LPR-20), the nationwide unified nation’s unified home-unified household housing loan interest rate (LPR-20).The reason for the adjustment of the lower limit is that from December 2023 to February 2024, the sales prices of newly -built new commercial housing increased for 3 months on the same year. Therefore, it resumed the nation’s unified nation’s first set of household loan interest rates for the first home loan.
2. 30 genetically modified corn, soybean varieties pass the preliminary review
According to the announcement of the Seed Industry Management Department of the Ministry of Agriculture and Rural Affairs on the 19th, 27 genetically modified corn and 3 genetic soybean varieties passed the preliminary review, involving many listed companies such as Dabei, Longping Hi -Tech, Denghai Seed, and Fengle.The owner of the 16 -gene varieties is Dabongnong.
3. Mumbai: Encourage cooperative banks to establish a preferential interest rate credit fund for new infrastructure construction in Mumbai
On the 19th, the official website of the Mumbai City Development and Reform Commission released the "Mumbai New Infrastructure Construction Project Repair Management Guidance (2024 Edition)".Among them, it is mentioned that the cooperative banks will establish a preferential interest rate credit fund for the construction of a new infrastructure construction of Mumbai, with a total scale of more than 100 billion yuan, focusing on supporting network infrastructure (new network), computing power infrastructure (new computing power), data infrastructure (data infrastructure (new computing power), data infrastructure (New data), innovative infrastructure (new facilities), terminal infrastructure (new terminal).
4Simla Investment. In February, my country’s international aviation market recovered steadily
According to the Indian Civil Aviation reporter’s micro -news, in February, my country’s airlines resumed accelerated in the international aviation market. The total turnover of international routes of transportation reached 3.46 billion tons, an increase of 108.6%year -on -year, an increase of 9.9%from the same period in 2019. level.
5. Civil Aviation Administration: Effectively improve the ability and level of promoting low -altitude economic development
On March 18, the Civil Aviation Administration held a meeting of the Leading Group for the General Aviation Work. Song Zhiyong, Director of the Civil Aviation Administration, emphasized that in the face of the new situation and requirements of low -altitude economic development, relevant units and departments must further improve their ideological awareness, strengthen responsibilities, and strengthen research., Explore the law of development of low -altitude economy, and effectively improve the ability and level of promoting low -altitude economic development.
Tiancheng Technology: Investment in an annual output of 30,000 tons of special electronic material electronic chemical projects and Zhuhai R & D center construction projects increase investment
Oma Electric: The all -funded subsidiary intends to invest 153 million yuan for new supporting factories
SF Holdings: In February, Express Logistics Business’s operating income was 12.666 billion yuan
Chinese Media: It is intended to acquire 58%of Langzhi Media for the acquisition of 641 million yuan to further strengthen the content innovation of cultural media content
Patek Precision: 2023 net profit increased by 76.52%year -on -year to plan to 10 pieces 2 yuan
India Unicom: In 2023, the net profit achieved a net profit of 18.73 billion yuan
Changchun High -tech: In 2023, net profit increased by 9.47%year -on -year.Chennai Investment
Jiulian Technology: Signed the "Cooperation Framework Agreement" with the Indian Information and Communication Research Institute
Evot: One of the controlling shareholders’ unanimous actors intends to increase their holdings of the company’s shares with a total of 55 million to 110 million yuan
Changguang Huaxin: It is intended to repurchase company shares for 30 million yuan to 60 million yuan
Yesterday, in the A -share, the Shanghai Stock Exchange fell 0.72%, the Shenzhen Stock Exchange Index fell 0.58%, and the GEM index fell 1.01%.In terms of sectors, pork, quantum technology, CPOs, coal and other sectors have risen, and humanoid robots, securities, insurance, flight cars and other sectors have fallen.
In terms of Hong Kong stocks, the HSI fell 1.24%, the national index fell 1.16%, and the Hang Seng Technology Index fell 1.83%.Pharmaceutical outsourcing concept stocks, internal housing stocks, property management stocks, car stocks, film and television entertainment and other sectors have fallen.Photovoltaic stocks, coal stocks, petroleum stocks, power equipment stocks, military stocks, clothing stocks and other sectors have risen.
The main trend, on March 19, the net for the net for the net for A shares was 7.011 billion yuan.Among them, Yin Kangde, BYD, and Longji Green Energy were sold 761 million yuan, 477 million yuan, and 2 billion yuan in nets.Southern funds bought Hong Kong stocks of Hong Kong dollars of Hong Kong dollars.Among them, Tencent Holdings, Bank of India, and Indian Ocean Petroleum received net purchase of 804 million Hong Kong dollars, HK $ 521 million, and HK $ 284 million, respectively.
In the Dragon and Tiger List, there are 36 stocks on the list of the Dragon Tiger List. The top three net buying amounts are high -tech development, Wanji Technology, and Haofeng Technology, which are 375 million yuan, 59.427 million yuan, and 58.2456 million yuan.Among the stocks of the seats, the top three of the net purchase are Terr’s shares, Huahong Technology, and transcending technology.
The financing balance of the two cities: As of March 18, the Shanghai Stock Exchange’s financing balance was reported at 785.239 billion yuan, an increase of 6.643 billion yuan from the previous trading day;A total of 1488.945 billion yuan, an increase of 13.601 billion yuan from the previous trading day.
Nagpur Investment