China-Singapore Jingwei client, April 12 (Wei Wei) The new coronary pneumonia epidemic has been effectively controlled at home, but it is still spreading abroad. There have been more than 100,000 deaths due to new coronary pneumonia in the world, and nearly 500,000 confirmed cases in the United States. Under the influence of the epidemic, the total amount of the global economic stimulus plan hit a record high. Next week (April 13-19), which heavy financial events will affect your "money bag"? Let's watch together in advance!
Data release
Next week, China will release data such as GDP for the first quarter, industrial added value above designated size in March, urban fixed asset investment and total retail sales of consumer goods, and the National Bureau of Statistics of China will hold a press conference on the operation of the national economy in April. Internationally, the Bank of Canada will publish the April interest rate decision and monetary policy report, the United States will release data on the number of new housing starts in March, the number of first-time jobless claims for the week of April 11, and the European Union will release economic data such as the March Eurozone CPI data.
Important economic data to be released next week. Source: Wind and Wei Weiwei Cartography in Wind
Market hotspot
First and first quarter GDP data will be released
Following the announcement of the March CPI and PPI on the 10th, next Friday, the value added of industrial enterprises above designated size, the growth rate of urban fixed asset investment, and the total retail sales of social consumer goods will also be announced. China ’s first quarter GDP growth rate will be announced.
Wen Bin, chief researcher of China Minsheng Bank, said that the current peak period of epidemic epidemic in China has passed, and epidemic prevention and control have also achieved significant results. In the next stage, it is necessary to increase counter-cyclical adjustment to ensure that the economy operates within a reasonable range.
2. 200 billion yuan MLF due
Wind data shows that the open market repurchase funds will expire next week, and next Friday (April 17), 200 billion MLF will expire in the open market. The central bank did not carry out reverse repurchase operations this week. On April 6th and 7th, there were 50 billion yuan and 20 billion yuan, respectively. The 7-day reverse repurchase expired, so this week the net return of funds was 70 billion yuan.
3. Next week, the central bank will lower the standard for small and medium banks
On April 3, the central bank announced a targeted reduction of 1 percentage point for small and medium-sized banks. This policy will be implemented in place on April 15 and May 15 and will be reduced by 0.5 percentage points each time. The central bank said that the deposit reserve ratio of more than 4,000 small and medium-sized deposit-taking financial institutions fell to 6% after the RRR cut.
The person in charge of the central bank said that the targeted RRR cut will release about 400 billion yuan of long-term funds, effectively increase the stable source of funds for small and medium-sized banks to support the real economy, help to reduce the real interest rate of loans for small, micro, and private enterprises, and directly support the real economy.
Fourth, next week, the market cap of 43.2 billion market-restricted shares will be lifted
Wind statistics show that next week, 33 companies have lifted their restricted shares one after another, with a total of 3.060 billion shares lifted. Based on the closing price on April 10, the market value of lifting of the ban is 43.173 billion yuan, an increase of 56.63 from the market value of 27.564 billion yuan this week %.
From the perspective of the market value of lifting the ban, April 14 is the peak period of lifting the ban. The total market value of the 8 companies lifting the ban is 15.317 billion yuan. According to the closing price on April 10, the top three market lifting funds are: Kuncai Technology (6.406 billion yuan) ), Broadcom Integration (4.856 billion yuan), DPtech (4.133 billion yuan).
V. Boeing will implement a phased resumption of work next Friday
According to foreign media reports, Boeing will resume some business operations in Washington State on April 13 and require 2,500 employees to return to work next week and implement a phased resumption of work next Friday.
Stock market outlook
1. IPO opportunities
Next week, a total of 7 new shares were subscribed, namely Jindan Technology (subscription code: 300829), Xiangjia shares (subscription code: 002982), Wantai Biotechnology (subscription code: 732392), Fortune Trends (subscription code: 787318), and core Ruida (subscription code: 002983), Beimo Hi-Tech (subscription code: 002985), Guizhou Sanli (subscription code: 732439).
Jindan Technology is a high-tech enterprise that uses modern biotechnology to produce L-lactic acid and its derivatives on a large scale. At present, the company's annual production and sales scale of lactic acid and its derivatives ranks in the leading position in the industry. During the roadshow, the person in charge of the company stated that Yili and Mengniu were the company's main customers.
Xiangjia Co., Ltd. is the domestic leader of yellow feather broiler chilled products industry. The company's main business is breeding of poultry, breeding and sales of poultry, slaughtering and processing of poultry, production and sales of feed and bio-fertilizer. Fresh products. The live poultry products are mainly yellow feather broilers, and it is one of the largest poultry breeding, slaughtering and sales enterprises in Hunan Province.
Wantai Bio is a high-tech enterprise engaged in the research, development, production and sales of in vitro diagnostic reagents, in vitro diagnostic instruments and vaccines.
Recently, there are media reports that Wantai Biotechnology and GlaxoSmithKline (GSK) have jointly developed a new vaccine against coronavirus. In this regard, the Beijing Business Daily reported that the relevant person in charge of Wantai Bio said that the company is busy with other things and it is not convenient for an interview.
Fortune Trends is an important supplier of domestic securities market trading system software products and securities information services. The company's software brand "Tongdaxin" has a wide reputation and recognition among institutional clients such as securities companies.
Since its establishment, Xinruida has been specialized in the research and development, design, production, sales and technical services of new display optoelectronic systems and intelligent health light source systems, providing light source design, optoelectronic system design, display design, system control design, appearance design, products Integrated solutions for manufacturing and technical services.
Beimo Hi-Tech is a national high-tech enterprise engaged in the research, development, production and sales of high-end equipment brake brake products for military and civilian aerospace vehicle landing gear landing systems, tanks and armored vehicles, high-speed trains, etc. .
Guizhou Sanli is a high-tech enterprise of traditional Chinese medicine and pharmacy. Its main business is drug research and development, production and sales. The main products are Kaihoujian spray (child type), Kaihoujian spray and Qiang Tianma Eucommia capsules.
Second, institutions look at the future
Guosen Securities: GEM performance growth rate turned negative again
As of April 10, 2020, 2.5% of the listed companies on the Main Board had disclosed information related to the first quarterly report, 13.3% of the listed companies on the SME board disclosed the information related to the first quarterly report, and 96.6% of listed companies on the GEM disclosed information related to the first quarterly report. Under the comparable caliber method, the cumulative growth rate of net profit of listed companies on the Growth Enterprise Market in the first quarter was -23.1%, a significant drop compared to the fourth quarter of last year.
Guosen Securities believes that due to the impact of the new crown epidemic in the first quarter of 2020, it is relatively normal for the growth rate of GEM's profits to decline. However, on the one hand, historical experience shows that the impact of the epidemic on the economy is periodic. On the one hand, the current era of technological innovation has begun and will continue, so after the impact of the epidemic has passed, the profitability of the technology sector represented by GEM is expected to improve.
Shen Wanhongyuan: The connotation of the new infrastructure extends from "medicine"
With the spread of the new coronary pneumonia epidemic beyond expectation in 2020, the ability of countries to respond to public health events and medical resources are facing a big test. In the short to medium term, "smart healthcare" and "hospital construction" will become an extension of the connotation of the new infrastructure. It is recommended to focus on the subjects related to hospital construction, hospital equipment supply and smart medical care: hospital construction and equipment supply related companies involving medical equipment and hospital construction business are expected to benefit. Smart healthcare and informatization companies including healthcare informatization and smart healthcare system building business are expected to benefit.
Huaxin Securities: short-term vigilance index high risk of falling
From a short-term perspective, many indicators of A-shares have already reflected the situation of the index's excessive rise, there is a downward adjustment demand, and Thursday's shrinking volume increase is a sign of weakness. A-shares still failed to make a large-scale attack this Friday, so the short-term need to prevent the index from rising and falling at any time. (Sino-Singapore Jingwei app)
(The opinions in this article are for reference only, and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.)
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