– Spotlight – 1.[Tesla announced the data one minute before the vehicle accident] Before the accident, when the driver stepped on the brake pedal for the last time, the data showed that the speed of the vehicle was 118.5 kilometers per hour. Before a collision, the forward collision warning and automatic emergency braking functions were activated and played a role. The amplitude of the collision is reduced. 1.8 seconds after the ABS is applied, the system records the occurrence of the collision. After the driver stepped on the brake pedal, the vehicle speed continued to decrease, and before the collision, the vehicle speed was reduced to 48.5 kilometers per hour. (Beijing Daily) Tesla again “voiced” late at night, saying Willing to conduct testing at any qualified and authoritative testing agency across the country . In response to online news that Tesla Vice President Tao Lin took the blame and resigned, Tesla responded: This is a rumor, and Mr. Tao is working normally. (One fortune) The US “Consumer Reports” disclosed a major hidden danger of Tesla’s autopilot system. Tesla Model Y can still start Autopilot even when the driver’s seat is unoccupied. Jake Fisher, senior director of testing, said: “In our tests, the Autopilot system not only failed to ensure that the driver was paying attention, it could not even determine whether a driver was present.” (Associated Press) 2.[The People’s Court will strengthen anti-monopoly trials to prevent disorderly expansion of capital] Relevant judicial interpretations will be formulated in a timely manner to clearly regulate various types of monopoly and unfair competition, eliminate market blockades, and promote fair competition. Properly handle monopoly disputes in the Internet field, improve platform economy anti-monopoly adjudication rules, Prevent the disorderly expansion of capital . (Xinhua News Agency) 3.[Another one hundred billion top flow, the index fell 200 points, why did he make 367%?] As of the end of the first quarter of this year, The total scale of the 6 funds managed by Invesco Great Wall Fund Manager Liu Yanchun reached 101.58 billion yuan. Become another fund manager with a public offering fund management scale of more than 100 billion after Zhang Kun. The long-term performance of the funds managed by Liu Yanchun is at the top level. Among them, Invesco Great Wall Dingyi, which began to manage in July 2015, has a return of 367.66%. Ranked runner-up among 467 similar funds, During the period, the Shanghai Composite Index dropped by more than 200 points from more than 3,700 points to less than 3,500 points at present. Liu Yanchun’s latest holdings are running at high positions. As an absolute supporter of liquor, he still Adversity and massive increase in liquor holdings, and at the same time increase the position of leading pharmaceutical companies . Hong Kong stocks add positions to Meituan, Tencent, etc. (China Fund News) 4.[Guangzhou regulatory authorities interviewed Meituan and Ele.me two platforms, 7 takeaway shops were reorganized] In response to the hidden food safety hazards in the back kitchens of individual restaurants, the Guangzhou Municipal Market Supervision Bureau carried out food safety supervision and inspections on the kitchens of related take-out stores, and interviewed the relevant persons in charge of the two major take-out platforms, Meituan and Ele.me. Order the platform to take offline processing of catering businesses with hidden food safety hazards, At the same time, a special rectification of food safety in online catering services will be deployed from now on. (Securities Times) 5.[Beijing Cultural Market Comprehensive Law Enforcement Corps: Key supervision of video websites with national influence such as Douyin and Kuaishou] Cultural Market Comprehensive Law Enforcement Corps continued Strengthen website classification supervision , To implement dynamic monitoring of the entire network in key areas such as online literature, video, music, animation, and games, Key supervision of video websites with national influence such as Youku, iQiyi, Douyin, and Kuaishou . (Beijing Business Daily) 6.[The off-season is not short, the terminal price of Feitian Moutai’s new bulk wine increased by 25% year-on-year to above 2500 yuan] Learned from the market, Feitian Moutai in 2021 The price of a single bottle terminal has risen to 2520 yuan/bottle , Feitian Moutai will also rise to 2,530 yuan in 2020. Compared with the price of new wine at around 2,000 yuan in the same period last year, Feitian Moutai will increase by about 25% year-on-year in 2021. At present, the liquor industry is in the off-season cycle. In previous years, the price of new Feitian Moutai liquor will basically drop slightly in the off-season , And basically maintained at around 2,000 yuan. (Sohu Finance) Interpretation: The increase is the price of Moutai terminals, which has nothing to do with the performance of listed companies. However, it has opened up room for listed companies to increase ex-factory prices in the later period, and there is no suspense in the long-term sustained and stable growth of future performance. 7.[Eastern Airlines’ response to “indecent chat records of employees”: purely deliberately fabricated and maliciously slandered] An online post stated that a manager of the cabin department of Eastern Airlines was arranged by the leader to have a relationship with a boss and send indecent messages, which aroused the attention of netizens. The relevant staff of China Eastern said, “This matter is a rumor first, and the employee has already called the police.” (Interface) 8.[The three major US stock indexes closed down across the board] The Nasdaq fell 0.94%, the S&P 500 fell 0.92%, and the Dow fell 0.94%. Technology stocks generally fell, Apple fell more than 1%, Tesla fell more than 3% , Micron Technology fell more than 5%. Chinese concept stocks Weilai Automobile rose 1.75%, Xiaopeng Motors fell 0.74%, and Ideal Automobile rose 1.31%. GSX fell 9.17% after GSX announced that it was renamed “Gaotu Group”. Reported that Biden proposes to impose a capital gains tax of up to 43.4% on the wealthy , Currently 20%. (Associated Finance Press) -Macroeconomics- 1.[Rankings of residents’ income in 31 provinces in the first quarter, Shanghai ranked first] Recently, the National Bureau of Statistics has updated and released data on the per capita disposable income of residents in 31 provinces in the first quarter. Shanghai (21548 yuan), Beijing (19585 yuan), and Zhejiang (18263 yuan) are among the top three. (China News Service) 2.[Zhejiang: Express delivery services shall not be provided at a price lower than the cost] E-commerce platform operators must not use technology or other means to block the normal services of express operators; Platform express operators shall not prohibit or impose unreasonable conditions to restrict other express operators from entering. (Zhejiang News) -Real estate situation- 1.[Beijing Housing and Urban-Rural Development Committee: Severe punishment in accordance with the law for issues such as institutional speculation of school district housing and illegal entry of business loans into the property market that have been strongly reported by the public recently] Severely crack down on violations of laws and regulations in the housing sales and leasing market in accordance with the law. (Beijing Housing Construction Committee) – Domestic market – 1.[The fund did not substantially drop its positions in the first quarter, but increased its holdings in Moutai] As of April 22, among the public offering fund products disclosed in the first quarter report, the share of all fund products comparable to those in the fourth quarter of last year The average stock position dropped slightly from 73.15% to 72.50%, A drop of less than 1 percentage point.The stocks with the most holdings in the first quarter include Hikvision, Kweichow Moutai, China Merchants Bank, Zhifei Bio, Industrial Bank Wait. Sectors and industries such as finance and public utilities have become an important direction for the increase of public fund holdings in the first quarter. In the first quarter, public funds increased their holdings of 9.12 million shares of Kweichow Moutai.Fund for the first quarter The objects of substantial reduction are concentrated in industries and sectors such as consumption, medicine, and information technology. Already out of the downtrend in the secondary market The stocks that were mainly held by previous institutions such as Luxshare Precision, SF Holdings, Hengrui Pharmaceuticals, and Longji Stocks appeared in the list of funds that were significantly reduced in the first quarter. (China Securities Journal) Interpretation: The quarterly report of the fund showed that there was no significant lightening in public offerings, especially liquor, indicating that the fund’s operational determination is relatively strong, the panic decline has basically ended, and the market sentiment has returned to rationality and stability. 2.[The quarterly report gradually disclosed, from the top ten shareholders to see fund managers’ trends] The high-quality companies in the pharmaceutical and biological industries of Liu Gesong and Gelan Jiacang, which have performed relatively well in recent years, respectively Sannuo Biological, Tongce Medical and Jianfan Biological Increased holdings.Zhu Shaoxing and Li Yuanbo increased their positions significantly FIYTA .Yuan Fang Increases Angel Yeast , E Fund Fund Zhang Kun and Xiao Nan respectively Increased its holdings in security electronics Hikvision and glass industry leader Fuyao Glass . (Everbright Securities) 3.[“Chip Brother” Nuoan Cai Songsong adjusts the position! Anticipating the continued shortage of semiconductors, pretending that “the darkness before dawn is on the verge of breaking out”] In the latest quarterly report, Cai Songsong’s top ten positions remained unchanged, but the ranking of heavy stocks changed slightly.The second largest stock at the end of last year Northern Huachuang promoted to number one , Increase the position of 860,000 shares; Sanan Optoelectronics increased its holdings from 11.8 million shares to 15.55 million shares at the end of last year ； Lighten up positions on Weir, SMIC, Sanan Optoelectronics, and Zhuo Shengwei. The holdings of the seventh to tenth largest stocks remain unchanged. Cai Songsong said that semiconductors continue to be out of stock. This round of supply side shortages is unprecedented in history, and the time span of the business cycle is also expected to exceed expectations. (See and hear on Wall Street) 4.[Northbound Funds]Net sales of 1.597 billion yuan , Net sold for 3 consecutive days. Ping An of China net sold 929 million yuan , The net sales reached a new high since November last year, Luxshare Precision net sold 549 million yuan, Hengrui Medicine, Kweichow Moutai net sold more than 300 million yuan. In terms of net purchases, Goertek, Ping An Bank, and Midea Group received net purchases of 490 million yuan, 400 million yuan, and 350 million yuan respectively. (Wind) -Observation of Obstetrics- 1.[Guiding Opinions of the National Energy Administration for Energy Work in 2021: The proportion of coal consumption drops below 56%] The newly added electric energy substitutes about 200 billion kilowatt-hours of electricity, Electricity accounts for about 28% of the final energy consumption ratio. Energy consumption per unit of GDP is reduced by about 3%. The utilization rate of renewable energy such as wind power and photovoltaic power generation has remained at a high level, and the average utilization hours of cross-regional transmission channels have increased to about 4,100 hours. (National Energy Board) 2.[China Automobile Association responds to Tesla’s rights defense incident: It is recommended to strengthen the data supervision of smart cars] Should be built to adapt to the development of the industry, Ensure data security and meet effective government supervision Data management system.In the future, it is recommended that the government revise and supplement regulations and standards for different data types involved in intelligent networked vehicles, and at the same time, it is recommended to pass Adopt a multi-centralized data governance model to further improve the data supervision system of intelligent networked vehicles . (Securities Times) 3.[China Steel Association: It is difficult for steel prices to continue to rise sharply in the later period] Due to the large increase in the early period and the faster rate of increase, the transmission to downstream industries has increased difficulties, and it is difficult for the steel price to continue to rise sharply in the later period, and small fluctuations should be the main reason. (Xinhua News Agency) 4.[China Merchants Securities: Chongchai National Sixth Standard will be implemented soon, giving rise to investment opportunities in the sector] Ministry of Industry and Information Technology notice, Since July 1, 2021, the production and sales of heavy-duty diesel vehicle products that do not meet the requirements of the National Sixth Standard will be stopped. It also announced a list of 9630 products that did not meet the requirements of the National VI emission standards. National VI heavy-duty diesel vehicle exhaust catalytic system needs to be used Honeycomb ceramic carrier, the total demand has doubled compared with the national five . Some systems also need to use zeolite molecular sieves and urea for vehicles. Among them, zeolite molecular sieve is a new demand, and the usage and permeability of urea for vehicles will be greatly increased. It is recommended to focus on: National Ceramic Materials, Wanrun Co., Ltd., Longpan Technology . (China Merchants Securities) 5.[Collective price increase of domestic chips] Recently, domestic micro-control chip manufacturers Smart Microelectronics and Rockchip have announced that they will increase the price of chip products to varying degrees. Manufacturers such as Renaje Semiconductor, Minsil Microelectronics, and Huiman Microelectronics have also followed up. According to industry insiders, as the current shortage of micro-control chip market continues, Local micro-control chip industry chain is expected to accelerate market expansion , To increase product shipments to meet market demand. (CCTV) -Company News- 1.[Ping An of China: Impairment of China Fortune-related investment assets in the first quarter refers to a valuation adjustment of 18.2 billion yuan] After tax attributable to shareholders of the parent company The net profit impact amount is 10 billion yuan . In the first quarter of 2021, Ping An’s net profit attributable to shareholders of the parent company was 27.223 billion yuan, a year-on-year increase of 4.5%; annualized operating ROE reached 20%. (Wind) Interpretation: As a financial group, Ping An’s investment business is its main business, so asset impairment is a recurring profit and loss. Even if the company’s data in the first quarter of this year added 10 billion in impairment by China Fortune, it was 37.2 billion, which was still lower than the 40 billion in the fourth quarter of last year and the 45.5 billion in the first quarter of 2019. 2.[CITIC Construction Investment: Net profit of 1.722 billion yuan in the first quarter, down 12% year-on-year] (Wind) Interpretation: The performance of securities firms should be relatively easy to predict, and the market and the issuance of new shares are relatively transparent. Whether the stock price can rise depends on the expectations of future market trends. 3.[Yiwei Lithium Energy: Net profit in the first quarter was 647 million yuan, a year-on-year increase of 156%] Power battery sales increased by 302.21% year-on-year, and consumer battery sales increased by 31.40% year-on-year. (Wind) (Source: Wind, city boundary) Interpretation: The company’s performance in the first quarter was lower than in the fourth quarter of last year, mainly due to the influence of the stocks of subsidiaries in the fourth quarter of last year. The company has benefited from the high growth of the new energy automobile industry, and the power battery field can maintain a relatively high growth rate. However, facing the uncertainty of the impact of e-cigarette supervision, the current company’s dynamic valuation is near 50 times higher. The five funds managed by GF Fund Liu Gesong have all continued to reduce their holdings of Yiwei Lithium Energy to avoid risks. 4.[Focus Media: Net profit of 1.368 billion yuan in the first quarter, a year-on-year increase of 3511%] The net profit for the whole year of 2020 will be 4 billion yuan, an increase of 113.51% year-on-year; it is planned to send 1.15 yuan for ten. The net profit in the first half of the year is expected to be 2.83 billion-29.8 billion yuan, a year-on-year increase of 243.7%-261.91%. With the overall recovery of the domestic macro economy, numerous brand detonation cases have greatly increased customers’ recognition of the company. Improved the overall publication rate of the company’s media resources At the same time, the company further increased the density and breadth of the company’s media resources, and continued to expand the company’s leading edge in media in the life circle. (Wind) Interpretation: The company’s performance has begun to recover. The second quarter’s performance has increased compared with the first quarter, but the forecasted profit for the first half of this year will decline compared with the second half of last year. 5.[Vail shares: net profit of 1.041 billion yuan in the first quarter, a year-on-year increase of 134%] (Wind) 6.[Longji shares: the agreement to transfer the equity of Sente shares is completed, and it is the second largest shareholder] (Wind) 7.[The first batch of Great Wall Motor equity incentives is lifted: 276 employees have a floating profit of more than 7 times, and the vice president has a floating profit of nearly 60 million yuan] The first phase of unlocking involves 23,998,700 shares, accounting for 0.26% of the company’s total share capital. (21st Century Business Herald) 8.[Zhuo Shengwei: Net profit in the first quarter was 492 million yuan, a year-on-year increase of 224%] The main reason is that the development of 5G communication technology has driven the rapid growth of RF front-end market demand. (Wind) 9.[Aier Ophthalmology: Achieved a net profit of 484 million yuan in the first quarter, a year-on-year increase of 510%] The net profit for the whole year of 2020 will be 1.724 billion yuan, an increase of 25.01% year-on-year. (Wind) 10.[Vanke A: Net profit of 1.3 billion in the first quarter, a year-on-year increase of 3.44%] During the period, revenue was 62.3 billion, an increase of 30% year-on-year; the contracted sales amount was 179.5 billion, an increase of 30%. At the end of the period, Vanke held 199.6 billion yuan in monetary funds, much higher than the sum of short-term loans and interest-bearing liabilities due within one year of 72.4 billion yuan; the debt-to-asset ratio excluding advance receipts was 69.5%. Vanke fully meets the “three red lines” regulatory requirements and meets the “green file” standards. (Wind) Interpretation: At the end of last year, Vanke’s asset-liability ratio excluding advance receipts was 70.4%, slightly higher than the 70% required by the three red lines. 11.[S.F. Holdings quarterly report, a net loss of 989 million yuan in the first quarter] For personal reasons, Wu Weiting, the person in charge of finance, has applied for resignation from the positions of member of the audit committee of the company’s board of directors, person in charge of finance, and deputy general manager from April 24, 2021. (Wind) 12.[Country Garden is splitting the group marketing section] Analysis means that the possibility of a separate listing will not be ruled out in the future. (Associated Finance Press) – foreign market – 1.[U.S. Republican Senator submits a $568 billion infrastructure bill] In order to replace the previous bill of 2.3 trillion US dollars. The new proposal narrows the scope of investment in infrastructure , And concentrated funds on the construction of roads, bridges, public transportation systems, railways, sewage treatment, airports and broadband infrastructure.Republicans also Proposal to charge users of electric vehicles , And used the previous $1.9 trillion stimulus bill Unused funds to provide a source of funding for the infrastructure bill . (Associated Finance Press) 2.[The European Central Bank maintains the three key interest rates unchanged, in line with expectations] Maintain the 1.85 trillion euro emergency debt purchase plan (PEPP) scale, and the emergency debt purchase plan (PEPP) will last at least until the end of March 2022. The European Central Bank confirmed that it will significantly speed up the purchase of the Emergency Anti-epidemic Bond Purchase Program (PEPP) in this quarter. (Sina)
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