The morning bus takes five minutes to understand the global market, the morning bus takes five minutes to understand the global market, and the morning bus takes five minutes to understand the global market. On April 10, 2019, trade and economy affect the market nerves. S & P has stopped rising for eight consecutive times, and the 10-year US bond yield has fallen below 2.5%
the tariff war between Europe and the United States is imminent: the United States threatens to impose tariffs on US $11billion EU products, "subsidize Airbus and harm the US economy", trump makes harsh remarks, and Europe threatens to retaliate
imf lowered its global economic growth forecast for 2019 to 3.3%, a new low since the financial crisis; The growth rate of China is expected to be raised to 6.3% for China paint
100 billion dollars of funds "rush": Saudi Aramco issued 12billion international dollar bonds, with nearly 10 times of subscription
the pound fell, the British Parliament approved to delay brexit until June 30, and the European Union may not agree
the leaders of China and the European Union agreed to issue a joint statement and promised to make decisive progress necessary to reach the China EU investment agreement this year
four ministries and commissions: ensure that the rate reduction policy is implemented as scheduled on May 1, and it is expected to reduce the social security payment burden by more than 300billion yuan this year
front page of China Securities News: the defense war of bank asset quality has been upgraded, and loans overdue for more than 60 days are encouraged to be included in non-performing loans
China's broad passenger car sales in March decreased by 12% year-on-year, the 10th consecutive month of decline; SAIC's sales fell sharply again, with sales falling 14% year-on-year in March
the performance of securities companies reappeared in "red March": the net profits of the four companies exceeded 1billion, and the profits of more institutions quadrupled
after jd.com canceled the basic salary of couriers, some media said that it was planning to lay off staff, with the highest proportion of layoffs, or 8%, equivalent to more than 12000 people being laid off
Tianhong yu'e Bao announced that the purchase restrictions would be completely cancelled from April 10
the flush, which has increased by 200% this year, ushered in great bad news: shareholders will reduce their holdings by 7.76% in total
Ma Yun and Lei Jun appeared in the two science and technology innovation board acceptance enterprises, and the total number of enterprises that have been inquired rose to 15
Market Overview IMF lowered its global economic outlook, and the trade situation in Europe and the United States triggered a market decline. S & P stopped rising for eight consecutive days, closing down 0.59%, the Dow fell about 185 points, and the NASDAQ fell 0.56%. European stock markets fell. The yield of 10-year US Treasury bonds fell below 2.5%. US oil fell 0.65% on Tuesday after hitting a five month high yesterday. Boeing closed down 1.43%. Caterpillar closed down 2.47%. According to foreign media, jd.com plans to slash layoffs, and its share price once fell, ending up 0.36%
the market closed at US stocks: the S & P 500 index closed down 0.61%, ending the trend of rising for eight consecutive trading days. The Dow Jones fell 0.72%. NASDAQ fell 0.56%
European stocks: FTSE Pan European performance 300 index closed down 0.41%. Germany's DAX 30 index closed down 0.94%. The French CAC 40 index closed down 0.65%. The FTSE 100 index closed down 0.35%
a shares: the Shanghai index closed at 3239.66 points, down 0.16%, with a turnover of 380.3 billion. Shenzhen composite index closed at 10436.62 points, up 0.82%, with a turnover of 459.9 billion. Gem closed at 1741.17 points, up 0.09%, with a turnover of 122.2 billion
Gold: Comex June gold futures closed up 0.49% to $1308.30/ounce
crude oil: WTI may crude oil futures closed down $0.42, or 0.65%, at $63.98/barrel. Brent crude oil futures for June ended down $0.49, or 0.69%, to $70.61/barrel
bitcoin: the CME bitcoin futures BTC contract in May closed up $10, or 0.19%, to $5220, approaching the closing level of the previous month's contract of $5450 on November 16, 2018; CME bitcoin futures BTC contract closed up to $5220 in June
details of the three major stock indexes contracted at a high level, and white horse stocks fell sharply across the board. Affected by yesterday's adjustment of the governance policies of chemical parks in Jiangsu Province, the chemical industry sector fell sharply in the morning, dragging down the index for a time, while white horse stocks gradually strengthened under the driving of Gree Electric's word board and Wuliangye's late rise, with obvious market differentiation; The trading volume of the two cities fell significantly and entered the consolidation period
the leaders of China and the European Union held a meeting and agreed to issue a joint statement (with the full text of the statement)
the two sides promised to make decisive progress necessary to reach the China EU investment agreement this year. The statement said that the 5g will provide basic support for future economic and social development. The two sides welcomed the progress and further exchanges of the dialogue and cooperation mechanism based on the 2015 China EU 5g joint statement, including technical cooperation between industriesFour ministries and commissions: ensure the implementation of the rate reduction policy on May 1 as scheduled. It is expected that the social security payment burden will be reduced by more than 300billion yuan this year.
the Ministry of human resources and social security, the Ministry of finance, the State Administration of taxation and the National Medical Insurance Bureau said that the payment of basic endowment insurance for enterprise employees and other types of insurance for enterprise employees will, in principle, continue to be levied according to the current collection system, and the responsibility for the collection and management of social security fees for government institutions and urban and rural residents will be transferred to the tax department as scheduled
China Securities News front page: bank asset quality defense war upgrade. Loans overdue for more than 60 days are encouraged to be included in non-performing loans
although it is not a mandatory requirement, this shows the determination of the banking regulatory department to consolidate the quality of bank assets and take a more cautious attitude towards potential risks. Encouraging banks to expose and confirm "non-performing" with stricter standards will inevitably lead to banks to increase provisions, which is expected to have a certain impact on financial indicators such as profits in the short term
fell for the 10th consecutive month! The sales volume of generalized passenger vehicles in China in March decreased by 12% year-on-year
the passenger Federation report shows that the retail sales volume of generalized passenger vehicles in China in March was 1.78 million, a year-on-year decrease of 12%. In the first quarter, the number of new energy vehicles increased by 137000, showing a strong start. The reduction of value-added tax and the adjustment of subsidy policies for new energy vehicles will become two positive factors for the future car market
SAIC Group's sales fell sharply again. In March, the sales fell by 14% year-on-year.
SAIC Group's announcement showed that the group's automobile production fell by 9.75% year-on-year in March; Sales fell 14% year-on-year. Previous data from the Federation of passenger cars showed that China's retail sales of generalized passenger cars continued to contract in March, down 12% year-on-year
the performance of securities companies reappeared in "red March": the net profits of four companies exceeded 1billion yuan, and the profits of more institutions quadrupled.
after handing over the beautiful answers in February, the performance of securities companies in March was "the next city", and the monthly net profits of several leading securities companies exceeded 1billion yuan
after the success of "slimming down", Tianhong yu'e Bao announced that the purchase restriction would be completely cancelled from April 10.
Tianhong Fund announced that the holding limit and trading limit of yu'e Bao's personal trading account of money market fund would be cancelled from April 10. This is also the first time that the fund has lifted the subscription ceiling since four consecutive rounds of tightening since 2017
will tonghuashun, which is optimistic about institutions and whose share price is approaching a new high, be crushed by the reduction of holdings
the flush, which has quietly increased by 200% this year, has ushered in the biggest bad news: shareholders will reduce their holdings by 7.76% in total. Will the sharp stock price trend come to an abrupt end? Looking at the trend of other stocks that have significantly reduced their holdings, there may be a different answer
Ma Yun and Lei Jun appeared in the two science and technology innovation board acceptance enterprises, and the total number of enterprises that have been inquired rose to 15.
on the evening of April 9, the number of enterprises that have been inquired and declared on the science and technology innovation board increased by another 5, the total number of enterprises that have been accepted rose to 57, and the number of entrepreneurs that have been inquired and declared rose to 15. Anheng information, which is indirectly held by Ma Yun, and stone technology, which is indirectly held by Lei Jun, have a high degree of attention. Previously, Wang Sicong had won the application acceptance of Anhan technology and Amethyst storage
is it not enough to cancel the basic salary for "brothers"? The media said that jd.com was planning large layoffs
the media said that the possible layoffs could be as high as 8%, equivalent to more than 12000 layoffs. After the news came out, jd.com, a Chinese concept stock that had risen by more than 1.7% at the beginning of the session, retrenched its gains, which was an ideal medical load-bearing material. It fell by more than 1% at one time, and finally closed up less than 0.4%
the United States threatened to impose tariffs on US $11billion EU products "to subsidize Airbus and harm the US economy"
the office of the US trade representative said that the proposed tariffs were in response to EU subsidies to Airbus. "The WTO has repeatedly found that EU subsidies to Airbus have had a negative impact on the United States, with an estimated annual loss of US $11billion."
the tariff war between Europe and the United States is imminent: trump spoke harshly, and Europe threatened to retaliate
for the tariff threat against the United States, the European Union responded that it was ready to implement retaliatory tariffs against the United States' subsidy of Boeing. Trump shouted on twitter on Tuesday that the EU has been taking advantage of the United States in trade for many years, which will soon stop
new low since the financial crisis! The IMF lowered the global economic growth forecast for 2019 to 3.3%, and raised the growth forecast for China to 6.3%
the IMF lowered the global economic growth forecast for 2019 to 3.3%. Although the economic growth in early 2019 is weak, the IMF expects the growth rate to rebound in the second half of the year. The supporting factor is that major economies can implement large-scale easing policies without inflationary pressure
a hundred billion dollars of funds "Crazy"! Saudi Aramco issued 12billion international dollar bonds and subscribed nearly 10 times
Saudi Aramco issued its first international dollar bonds. The original issuance scale was 10billion US dollars, and finally expanded to 12billion US dollars. On Tuesday, it received more than 100billion US dollars of bidding, surpassing the record of 53billion us dollars of bidding scale when Qatar issued 12billion US dollars of bonds. Saudi Aramco canceled floating rate bonds, and the financing cost was lower than Saudi sovereign bonds with the same rating
the pound fell. The British Parliament approved the postponement of brexit to June 30, and the European Union may not agree.
in April, the British National composite center paved the way for large-scale production. At noon on the 9th in the United States and the East, the decline of the pound against the dollar narrowed to 0.12%, tentatively reported to 1.3040. The British Parliament approved prime minister may's plan to postpone brexit to June 30. Tusk, President of the European Council, suggested delaying brexit for up to one year, and the decline of sterling against the US dollar widened again, once hitting a new low of 1.3028
China - regions and industries 1. New energy vehicles | according to the latest data of the passenger Association, relying on the favorable continuation period of the new energy vehicle subsidy policy, the new energy sales volume in March was 111000 units, with a year-on-year growth rate of 100.9%. In the month, a total of 254000 new energy vehicles were wholesale, with a cumulative increase of 137000, and the cumulative growth rate of wholesale was 117.8%. In March, class a electric vehicles accounted for 55.0% of the sales of pure electric vehicles, achieving higher quality growth
comments: the Travel Association believes that this year's new energy subsidies are released at a good time. The duration of the subsidy policy is more than one and a half months, and the transition period of subsidy adjustment in 2019 is less than one month. The arrangement of the policy subsidy period is a significant positive pull, which brings good incremental effects to the growth of new energy vehicles. According to the basis of 1.2 million new energy vehicles in 2018, the original prediction was 1.6 million new energy vehicles in 2019, and the increment of passenger cars in the first quarter was 137000. At present, the increment of 100000 passenger cars is increased, and the sales volume of new energy vehicles in 2019 is predicted to be 1.7 million. The sales of new energy passenger vehicles exceeded expectations, and lithium and cobalt resource enterprises such as Ganfeng lithium, Yahua group and Hanrui cobalt are expected to benefit
2. Panel | it is reported that the decline in panel prices has slowed down in the first quarter of this year. In March, the price of TV panels stopped falling and rebounded, among which 32 inch, 43 inch and other small and medium-sized panels were the first to rise slightly by $2. In the second quarter, panel supply has begun to tighten, and the overall TV panel is ready to move. According to the data of research institutions, the 43 inch TV panel in early April has increased by $1/piece compared with the previous period, and the latest average price reached $84/piece. The industry said that 32 inch and 43 inch TV panels are expected to maintain a monthly rise in US dollars, 50 inch and 55 inch panels will stabilize driven by the rise in the prices of small and medium-sized panels, 65 inch panel prices have also hit the bottom, and the decline is expected to continue to shrink. It is estimated that the decline in one month will converge to less than US $3
comments: according to the analysis, the supply and demand of the panel Market in the second quarter were reversed
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