original title: latest! Three major news, too much information; established! Putin signed the presidential decree; Federal Reserve Powell: The U.S. economy may fall into recession; Zhengzhou reported the red code incident! Many cadres were held accountable
macro
Xi Jinping, General Secretary of the CPC Central Committee, President of the State, Chairman of the Central Military Commission, and Director of the Central Comprehensive Deepening Reform Commission, presided over the 26th meeting of the Central Comprehensive Deepening Reform Commission on the afternoon of June 22. When presiding over the meeting, Xi Jinping emphasized the need to promote large-scale payment and financial technology platform companies to return to their roots, improve regulatory rules, fill in system shortcomings, ensure the security of payment and financial infrastructure, prevent and resolve hidden systemic financial risks, and support platform companies. It will play a greater role in serving the real economy and smoothing the domestic and international dual circulation .
Premier Li Keqiang presided over an executive meeting of the State Council, deploying continued flood prevention and relief work to effectively protect the safety of people's lives and property; listening to reports on stabilizing grain production, and further deploying measures to ensure a bumper grain harvest throughout the year; and determining measures to increase support for automobile consumption. Policy, it is expected to increase related consumption by 200 billion; decide on measures to improve the Natural Science Fund funding system.
Eight departments including the Ministry of Housing and Urban-Rural Development issued a notice on promoting the phased reduction and exemption of housing rents for market entities to accelerate the implementation of rent reduction and exemption policies and measures. Small and micro enterprises in the service industry and individual industrial and commercial households that rent state-owned houses in county-level administrative regions listed as medium- and high-risk areas for the epidemic will be exempted from rent for 6 months in 2022, and rent for 3 months in other areas; rent exemption for lessors , the tax department will reduce or exempt property taxes and urban land use taxes for the current year in accordance with relevant local government regulations; encourage state-owned banks to provide preferential interest rate pledge loans and other support to lessors who reduce or reduce rents as necessary.
company
The Securities Regulatory Commission approved the registration of the initial public offerings of shares of Beijing Huada Jiutian Technology Co., Ltd., Chongqing Zijian Electronics Co., Ltd., and Nanjing Beilu Intelligent Control Technology Co., Ltd. on the GEM.
CATL disclosed the results of the private placement: the issuance price was determined to be 410 yuan per share, and the total amount raised in this private placement was 44.999 billion yuan. Morgan Stanley , Barclays Bank, Ruiyuan Fund and other 22 investors were allocated, of which Guotai Junan was allocated 4.664 billion yuan, JP Morgan was allocated 4.073 billion yuan, and Barclays Bank was allocated 3.36 billion yuan.
Goertek, the leading consumer electronics company with a market value of 100 billion yuan, experienced a flash crash at the opening of the market on June 22, and its market value evaporated by 13 billion yuan. As of the close of the day, Goertek's stock price was 34.09 yuan per share, with a single-day turnover of 5.6 billion yuan, a new high for the year. There are market rumors that Meta has postponed all new headset/AR/MR hardware projects after 2024 and cut its 2022 shipment forecast by 40%. In this regard, Goertek stated that the company's production and operation conditions are all normal and there are currently no plans to adjust the announced performance forecast.
Changan Automobile stated on the investor interaction platform that the company plans to accelerate the research and development of hydrogen fuel cell technology. Establish and improve a hydrogen energy R&D, manufacturing and testing system covering "parts - systems - complete vehicles", independently master system integration and control technology, and strive to create "low hydrogen consumption, high energy efficiency, high safety" fuel cell technology and products to achieve Multi-scenario carbon reduction and industrial green upgrading.
Minglida stated on the investor interaction platform that the company has products that are used in Kirin batteries, and related products are currently in the process of sample delivery.
Tianyancha App shows that recently, Yantai Zhifu District Xueersi Training School Co., Ltd. was fined 6,115.67 yuan by the First Inspection Bureau of the Yantai Taxation Bureau of the State Administration of Taxation for evading more than 12,000 yuan in taxes.
market
Shenzhen Stock Exchange stated that Shenzhen infrastructure REITs have been running smoothly for one year. Next, the Shenzhen Stock Exchange will accelerate the implementation of affordable rental housing REITs, vigorously promote clean energy, new infrastructure and other industries to participate in infrastructure REITs pilots, and continue to expand the scale of infrastructure REITs in industrial parks, highways, warehousing logistics, ecological environmental protection and other industries.
html On June 22, the Shanghai Composite Index was mainly consolidating in early trading, and the ChiNext Index once rose by more than 1%. In the afternoon, the two indexes gradually fell, and each fell below the important integer mark. The market turnover was about 1 trillion yuan, compared with 1.08 trillion yuan the previous day. . As of the close, the Shanghai Composite Index fell 1.2% to 3267.2 points, the GEM Index fell 0.58% to 2677.29 points, the Kechuang 50 fell 1.78%, and the Wonder Quan A fell 1.24%.northbound funds sold a substantial net amount of 6.82 billion yuan on June 22. China Merchants Bank, Wuliangye, and Changan Automobile received net sales of 772 million yuan, 529 million yuan, and 495 million yuan respectively. Kweichow Moutai ranked first in terms of net purchases, with an amount of 813 million yuan.
html On June 22, Hong Kong stocks opened lower and moved lower. The decline accelerated in the afternoon, and the Hang Seng Index closed at the lowest point of the day. The Hang Seng Index closed down 2.56% at 21008.34 points, the Hang Seng Technology Index fell 4.37% at 4552.33 points, and the Hang Seng China Enterprises Index fell 2.84% at 7335 points.southbound funds made a net purchase of HK$1.802 billion on June 22, making net purchases for 10 consecutive days. Ideal Auto -W, Xpeng Motors-W, and Geely Automobile received net purchases of HK$967 million, HK$380 million, and HK$271 million respectively. Anta Sports ranked first in terms of net sales, with an amount of HK$260 million.
China Financial Futures Exchange issued the "Notice on Soliciting Opinions from the Public on CSI 1000 Stock Index Futures and Stock Index Options Contracts and Related Rules." It is proposed that the maximum daily price fluctuation limit of CSI 1000 stock index futures contract refers to its daily price limit range, which is ±10% of the settlement price of the previous trading day. The price limit on the last trading day of the expiration month contract is ±20% of the settlement price on the previous trading day. The trading code of the CSI 1000 stock index call option contract is MO contract month-C- exercise price , and the trading code of the put option contract is MO contract month-P-exercise price.
Data disclosed by the Hong Kong Stock Exchange shows that a total of 638 Hong Kong stocks were short-sold on June 22, with a total short-selling amount of HK$17.607 billion. Among them, there are 34 stocks with short-selling amounts exceeding HK$100 million. Alibaba -SW, Tencent Holdings, and JD.com Group-SW rank among the top three stocks with short-selling amounts of HK$1.494 billion, HK$1.493 billion, and HK$846 million respectively. From the perspective of short-selling ratio, Huazhu Group -S, Cathay Pacific , and Hongyang Real Estate ranked among the top three, with rates of 65.56%, 52.6%, and 52.35% respectively.
htmlThe scale of local government bond issuance in June reached 1.76 trillion yuan, surpassing May 2020 and setting a record high. Net financing of local government bonds reached 1.33 trillion yuan in June, surpassing the new single-month net financing high set in May 2020, and is bound to become the largest single-month net financing of local debt in history.Industry
The State-owned Assets Supervision and Administration Commission has recently reviewed and approved a plan to optimize and support the high-quality development of medical institutions run by state-owned enterprises, and will soon complete the approval process with relevant departments. It is understood that state-owned enterprises with medical and health as their main business will receive policy support in terms of inclusion in local planning, implementation of capital investment, hospital grading, professional title assessment, scientific research project application, etc., and will enjoy the same treatment as government-run medical institutions.
The State Administration of Radio, Film and Television and Ministry of Culture and Tourism jointly issued the "Code of Conduct for Online Anchors", which clarifies that online anchors are not allowed to use "barrage", live broadcast room names, announcements, voices, etc. in the process of providing online performances and audio-visual program services. 31 behaviors including spreading falsehoods and harassing advertisements.
The China Banking and Insurance Regulatory Commission issued the "Notice on Strengthening the Supervision of Related Transactions in the Utilization of Funds by Insurance Institutions" to vigorously rectify the misappropriation, embezzlement, and arbitrage of insurance funds and transfer of interests by related parties such as major shareholders or actual controllers of insurance institutions and insiders through related transactions. Transfer property, avoid supervision, hide risks, etc., adhere to zero tolerance, heavy penalties, and strict supervision, resolutely curb illegal and illegal related transactions in the use of funds, and promote high-quality development of the insurance industry.
China Foundation Association disclosure data shows that as of the end of May, there were 4.1327 million private equity funds in existence, and the scale of existing funds was 19.96 trillion yuan, a decrease of 7.727 billion yuan from the previous month, and a month-on-month decrease of 0.04%. Among them, private equity investment funds 83,013 exist, with a scale of 5.79 trillion yuan, a month-on-month decrease of 0.04%; 31,569 private equity investment funds exist, with a scale of 10.84 trillion yuan, a month-on-month decrease of 0.13%; venture capital funds 16, There were 355 companies, with an existing scale of 2.56 trillion yuan, a month-on-month increase of 0.49%.
Changzhou City has issued detailed implementation rules for subsidy funds to encourage the purchase of new energy vehicles. According to the "first come, first served" principle, new energy passenger vehicles newly purchased and licensed by individual consumers in this city from June 10, 2022 will be given Subsidies; second-hand cars, operating vehicles, unit user vehicles and special vehicles are not eligible for subsidies. The subsidy method is to provide a subsidy based on 3% of the vehicle purchase price (motor vehicle sales unified invoice price including tax), with a maximum of no more than 10,000 yuan/unit. The subsidy funds are distributed to the bank debit card of the subsidy applicant.
People's Livelihoods
Liu Xiaofeng, Deputy Director of the Beijing Center for Disease Control and Prevention reported: From 0:00 to 15:00 on June 22, there were 3 new cases of local new coronavirus infection in Beijing, all of which were in the Economic and Technological Development Zone, mild, and all were social screenings. personnel.
The Shenzhen Health Commission reported that from 00:00 to 12:00 on June 22, Shenzhen found 2 asymptomatic infections of the new coronavirus during community screening. The above-mentioned cases have been transferred to the emergency area of the Municipal Third People's Hospital for isolation treatment and are in stable condition.
According to the official WeChat account of Qingfeng Zhengzhou, after investigation, Feng Xianbin, executive deputy secretary of the Political and Legal Committee of the Zhengzhou Municipal Party Committee and director of the Social Management and Control Guidance Department of the Municipal COVID-19 Epidemic Prevention and Control Headquarters, Feng Xianbin, Secretary of the Youth League Municipal Committee and Social Control Guidance Department of the Municipal COVID-19 Epidemic Prevention and Control Headquarters Vice Minister Zhang Linlin decided without authorization to assign red codes to some rural bank depositors, and arranged for relevant personnel to assign red codes to depositors who scanned the codes in Zhengzhou. According to statistics, a total of 1,317 rural bank depositors were assigned red codes, 446 of whom were assigned red codes after scanning the Zhengzhou location code, and 871 were assigned red codes because they were not in Zhengzhou but scanned the Zhengzhou location code sent by others. After deliberation, it was decided to give Comrade Feng Xianbin the punishment of dismissal from his party position and removal from government affairs; to give Comrade Zhang Linlin a serious warning within the party and the punishment of downgrade in government affairs; to give Comrade Chen Chong the sanction of major demerits in government affairs; to give Comrade Yang Yaohuan and Zhao Yong the sanction of demerit in government affairs.
People
The General Office of the State Council issued a notice to adjust the composition of the Monetary Policy Committee of the People's Bank of China: It is agreed that Xu Hongcai will serve as a member of the Monetary Policy Committee , and Yu Weiping will no longer serve as a member of the Monetary Policy Committee.
According to Jiemian News, on June 21, according to Macau Daily news, the case of Sun City founder Zhou Zhuohua will be tried on September 2. Zhou Zhuohua was accused of illegal gambling, large-scale fraud, criminal syndicates, etc., with a total of 286 charges. According to Portuguese-language Macau Radio, the amount of illegal betting involved exceeded HK$800 billion (approximately 680 billion yuan).
Overseas news
The three major U.S. stock indexes collectively closed down. The Dow fell 0.15%, the Nasdaq fell 0.15%, and the S&P 500 index fell 0.13%.
Popular Chinese concept stock closed with mixed gains on Wednesday. Uxin rose nearly 15%, TuSimple rose more than 10%; Tuanche fell more than 11%, NetEase Youdao fell more than 8%, and Kingsoft Cloud fell more than 10%. 7%, Daily Youxian, Water Drop Company , Tuya Smart fell more than 6%, Wuxin Technology , Lufax Holdings, Mavericks Electric fell more than 5%.
European stocks closed down across the board, Germany's DAX index fell 1.11%, France's CAC40 index fell 0.81%, and Britain's FTSE 100 index fell 0.88%.
WTI August crude oil futures closed down 3.16% at $106.19 per barrel. Brent 8 crude oil futures closed down 2.54% at $111.74 per barrel.
COMEX August gold futures closed down $0.4, or 0.02%, at $1,838.40 per ounce.
Federal Reserve Chairman Powell said at a congressional hearing that the Federal Reserve will continue to raise interest rates to curb inflation. He also admitted that the U.S. economy may fall into recession. Fed Evans said that a 75 basis point interest rate hike in July would be in line with ongoing concerns that inflation has not slowed down; there is no need to raise interest rates by 100 basis points, and perhaps a 50 basis point interest rate hike in July will be enough after the economic data comes out.
Russian President Vladimir Putin signed a presidential decree on June 22, establishing a temporary procedure for the payment of foreign currency government debt. According to the presidential decree, the repayment of Eurobonds in rubles will be regarded as fulfillment of debt service obligations by Russia, and the amount of rubles thus paid shall be equivalent to the value of the debt in foreign currency, calculated at the exchange rate on the date of payment.
The European Parliament passed a blockbuster climate draft. The new version of the draft will support the gradual elimination of free carbon emission quotas from 2027 to completely end in 2034. The draft also hopes to introduce a reward system in 2025 to stimulate enterprises and innovation, which Representing the EU will accelerate the decarbonization of industry.
UK CPI in May rose 9.1% year-on-year, expected to rise 9.1%, the previous value rose 9.0%; month-on-month rose 0.7%, expected to rise 0.6%, the previous value rose 2.5%.
According to CCTV website news, Afghanistan official media Bakhtar News Agency reported on June 22 that according to officials in Paktika Province, the earthquake in eastern Afghanistan has killed more than 1,000 people and injured more than 1,500 people.
Canada's CPI rose 7.7% year-on-year in May, a new high since January 1983. It is expected to rise 7.4%, and the previous value rose 6.8%; it rose 1.4% month-on-month, and is expected to rise 1%, and the previous value rose 0.6%.
International Energy Agency Director Birol: Russia may completely cut off the supply of natural gas , and the EU needs to formulate contingency plans.
Germany may activate the second level of its natural gas shortage emergency plan, the "alert" level, within five to ten days. Increased natural gas costs following the implementation of this emergency plan will be passed on to consumers. Sources indicate that the expenses of an ordinary family of three may increase by 2,000 euros, or approximately 14,000 yuan.
Spanish Prime Minister Sanchez: The government intends to reduce the value-added tax on electricity from 10% to 5%.
It is reported that Samsung Electronics is expected to announce the mass production of 3nm process technology next week. If the news is true, it will mean that Samsung has successfully mass-produced the 3nm process before TSMC.
Important announcement
Baotou Steel Co., Ltd.: It plans to re-sign a rare earth concentrate supply contract with Northern Rare Earth.
Shandong Iron and Steel : The controlling shareholder increased its shareholding in the company to 2%.
Tongwei Co., Ltd. : Yunnan Yuze plans to purchase about 38.5 billion yuan of polysilicon products from the company.
Linggang Co., Ltd.: Anshan Iron and Steel Group Co., Ltd. is planning a reorganization with Linggang Group.
On-machine CNC: It is planned to invest 14.8 billion yuan to build a monocrystalline silicon pulling and supporting production project with an annual output of 40GW.
Dongfang Electric Heating: Net profit is expected to increase by 162.16%-227.7% year-on-year in the first half of 2022.
ST Beiwen: Other risk warnings will be revoked starting from June 24.
Yuebo Power: Shanghai Qianying plans to reduce its holdings by no more than 2.99% of its shares.
*ST Hengkang: Trading will resume on June 23.
Shin Kong Retirement: The company’s shares will be delisted on June 23.
Baose Shares: Plans to raise no more than 720 million yuan in additional capital.
Sichuan Energy: Plans to acquire 46.5% equity of Dingsheng Lithium Industry for 125 million yuan.
Palm Holdings: The consortium won the bid for the rural revitalization demonstration project.
Tianqi Lithium : Confirmed global offering of H shares and listing on the Hong Kong Stock Exchange.
Haomei New Materials : Related products were selected into the "List of Certified Green Building Materials Products".
Kodi Retirement: The company’s shares will be delisted on June 23.
Buddha Plastic Technology: The subsidiary plans to invest 499 million yuan in the construction of the third phase of the polarizing film project.
Ligao Food : Plan to jointly invest in the establishment of a fats and oils company.
ST Guohua: Shareholders plan to reduce their holdings by no more than 6% of their shares.
Tianyuan Shares: Plans to raise additional capital of no more than 2 billion yuan.
Fuanna : The controlling shareholder plans to increase its stake in the company by 1%-2%.
JA Solar Technology: It plans to invest 2.622 billion yuan to build a 10GW high-efficiency battery project in Yangzhou.
Energy-saving heroes: The consortium won the bid for a 243 million yuan sewage treatment construction project.
Tongrentang : The subsidiary plans to sell the equity of the two companies to Tongrentang Medical Care.
Zhenbang Intelligence: Currently, inverter and high-efficiency intelligent energy storage system projects do not contribute much to the company’s revenue.
Falsheng : The company plans to purchase 49% equity of Guangtaiyuan for 450 million yuan.
Xinlun New Materials: Plans to sell the industrial park for 280 million yuan.
Beijing Cree: Won the bid for the China Southern Power Grid Framework Bidding Project.
Andre: Starting from June 28, the securities abbreviation will be changed to "Anfu Technology".
Hunan Development: Plans to participate in the subscription for Jilin Chemical Fiber’s private placement.
Baosheng Shares: Xinjiang Xiehe plans to reduce its holdings by no more than 3%.
Luyang Energy Saving: The tender offer expired and the stock was suspended.
Shenzhen Zhonghua A: So far, no suitable reorganization party has been selected.
Shenma Co., Ltd.: It plans to invest in a 120,000 tons/year BDO project.
Suken Agricultural Development: Plans to wholly establish Jiangsu Seed Industry Group with 2 billion yuan.
TEDA Shares: Signed a cooperation framework agreement with Guohua Investment.
Wondfo Biotechnology: Received the invalidation request review decision letter.
Yaya Potassium International: The asset restructuring was unconditionally approved and the stock resumed trading.
Goodwe : 7 shareholders plan to reduce their holdings of no more than 3.97% of the company’s shares.
Jincheng Pharmaceutical: A wholly-owned subsidiary received a tobacco monopoly production enterprise license.
CSG A: The proposed issuance of convertible bonds shall not exceed 2.8 billion yuan.
Economic Calendar
16:00 Eurozone June Manufacturing PMI Initial Value
20:30 US Initial Jobless Claims in the Week to June 18 (10,000 People), US Current Account in the First Quarter (100 Million US Dollars)
21:45 US Markit manufacturing PMI initial value in June, US Markit service industry PMI initial value in June
22:30 EIA natural gas inventories in the United States for the week to June 17 (billion cubic feet)
23:00 EIA crude oil in the United States for the week to June 17 Inventories (10,000 barrels), U.S. EIA strategic petroleum reserve inventories for the week to June 17 (10,000 barrels)
