Morning news List of events
丨Important news丨. 1. Recently, the Ministry of Industry and Information Technology and other 12 departments jointly issued the "Industrial Internet Identification Analysis System "Through" Action Plan (2024-2026)" to further accelerate the realization of controllable applications and ecology, and provide strong support for the construction of a manufacturing power, a network power, and a digital China. Details
On March 31, the "National Construction Plan for Nanfan Silicon Valley (2023-2030)" jointly compiled by the Ministry of Agriculture and Rural Affairs and the National Development and Reform Commission was released in Sanya, Hainan Province. Details
On March 31, the reporter learned from the National Standards Committee that on February 1, 2024, a batch of national standards for ice and snow sports will be implemented. There are a total of 11 standards in this batch, involving five categories, including basic terminology, sports level level evaluation, training specifications, event organization, and venue operation and management. Details
On March 31, the reporter learned from the China Development Bank and the Agricultural Development Bank of China that the first batch of special loans for urban village reconstruction projects have been issued to Guangzhou, Zhengzhou and other cities since yesterday, involving more than 100 projects.
On the 31st of the month, the cross-regional flow of people in the whole society is expected to exceed 19.9 billion passengers. Among them, the flow of people on the highway exceeded 18.5 billion passengers, and the railway passenger volume is expected to exceed 11 million.
On March 31, the China Federation of Logistics and Purchasing and the Service Industry Survey Center of the National Bureau of Statistics announced that China's manufacturing purchasing managers' index (PMI) in January was 492%, up 02 percentage points, ending the three-month downward trend, the prosperity level has improved. Details
On the 31st of the month, the State Administration for Market Regulation reported that by the end of 2023, there will be 12.4 billion households, accounting for 67 percent of the total number of business entities4%, supporting the employment of nearly 300 million people.
On March 31, the China Consumers Association released data showing that in 2023, the National Consumers Association will accept a total of 1328496 consumer complaints, resolve 1127440 cases, and recover economic losses for consumers13700 million yuan.
On January 31, the Ministry of Public Security reported that a total of 4 drug crime cases will be cracked across the country in 2023More than 20,000 cases, and 6 criminal suspects were arrestedMore than 50,000 people, and 25 drugs of various types were seized9 tons.
10. Since 24 o'clock on January 31, domestic gasoline and diesel oil have increased by 200 yuan per ton. According to the estimation of the 50L capacity of the fuel tank of the average family car, it will cost 8 yuan more to fill up a tank of 92 gasoline.
On March 31, the Aviation Industry Group announced that China's self-developed large-scale civil AC313A recently completed its first alpine test flight in Mohe, Heilongjiang. Details
After more than 20 hours, the test flight was verified by the ultimate flight speed and the low-temperature starting test of the power system. AC313A*** can meet the requirements of forest firefighting, search and rescue and other fields within the whole territory of China.
On March 31, the construction of the apron of China's fifth Antarctic research station, the new station in the Ross Sea, officially started construction. At present, the construction of the main building, logistics center and apron of the new station in Ross Sea is being carried out simultaneously, and according to the plan, it is expected that the construction task will be completed in early February.
From the night of March 31 to February 5, there will be a large-scale rain, snow and freezing weather process in the central and eastern regions, and the precipitation in some areas of 11 provinces and cities such as Henan, Shandong, Jiangsu, Anhui and Hubei is extreme, and the China Meteorological Administration has launched an emergency response. The Office of the National Committee for Disaster Prevention, Mitigation and Relief and other units sent two working groups to Henan and Hubei to assist in guiding the response.
On January 31, there was heavy snowfall in Xuchang, Henan, and citizens traveled in snow.
14. **The Meteorological Observatory will continue to issue a blue warning for blilizzard at 18:00 on January 31: It is expected that from 20:00 on January 31 to 20:00 on February 1, there will be heavy snow in some areas of the west, northern Shaanxi, southern Shanxi, southern Shandong, north-central and southeastern Henan, and northern Jiangsu.
丨Around丨. On March 31, the Shanghai Institute of Science, Jiangsu Institute of Science and Technology Information, Zhejiang Institute of Science and Technology Information, and Anhui Institute of Science and Technology Information jointly released the "Yangtze River Delta Regional Collaborative Innovation Index 2023". The report pointed out that since the national strategy of the integrated high-quality development of the Yangtze River Delta in 2018, the average annual growth rate of the index has been as high as 1117%, which is 1. higher than the average annual growth rate since 20115 percentage points, the construction of a scientific and technological innovation community in three provinces and one city has begun to show results. Details
2. The Beijing Municipal Bureau of Human Resources and Social Security has launched the pilot renewal of the third-generation social security card since January 31, and has carried out a four-month pilot in Xicheng District, Shijingshan District and Huairou District, during which the employer will handle it in batches. Details
On March 31, the Shanghai headquarters of the People's Bank of China held a press conference to introduce the financial situation in Shanghai in 2023. The reporter learned that in 2023, Shanghai's credit scale will grow steadily, and the financing cost will decline steadily. As of the end of December, the balance of domestic and foreign currency loans in Shanghai was 112 trillion yuan, a year-on-year increase of 73%。
4. The reporter learned from the Hainan Provincial Department of Transportation that with the increase in passenger flow and vehicles in the Qiongzhou Strait in recent days, especially new energy vehicles, the new port set up a special ship flight for new energy cars at 8:30 and 20:30 on February 1.
On the 31st, with the completion of the pouring of the last section of the continuous beam, the long-distance river double-line bridge of the Chongqing-Qianjiang section of the Chongqing-Hunan high-speed railway was successfully closed, laying a solid foundation for the completion of the whole line as scheduled.
丨International丨. 1. On January 31, local time, the relevant departments of Russia reported that the appraisal results showed that the Il-76 transport plane carrying 65 Ukrainian prisoners of war a few days ago was attacked by an anti-aircraft missile produced by Western countries and crashed.
2. According to Iran's official news agency, on January 31, local time, Iran's vice consul Bekhdali said that Iran announced unilateral visa exemption for 28 countries including Saudi Arabia, the United Arab Emirates, Qatar, Bahrain, and Kuwait.
3. On January 30, local time, the UAE re-sent an ambassador to Syria after nearly 13 years.
4. A few days ago, Bank Indonesia Governor Perry Wajiyo said that Indonesia will use local currency settlement in cross-border ** and investment with India and Saudi Arabia.
Indonesian rupiah (data map).
5. On January 31, local time, Poland's ** Statistics Office released preliminary data that Poland's GDP increased by 02%。This marks a 5. GDP growth of the Polish economy in 20223% after a sharp deceleration. This is also significantly lower than the 05%-0.6% increase.
6. According to Dow Jones' news **Market Watch, on the 31st local time, the Danish pharmaceutical company Novo Nordisk announced its 2023 financial report, driven by strong sales of semaglutide and other drug products, the company's revenue in 2023 was 232.3 billion Danish kroner, a year-on-year increase of 31%; Operating profit increased by 37% to DKK 102.6 billion.
7. On January 31, local time, Toyota Motor Corporation reported to the Ministry of Land, Infrastructure, Transport and Tourism of Japan that due to problems with body parts, a total of 79 models were produced for three models produced from December 2019 to January 2024330,000 vehicles were recalled.
Company-related activities.
丨Significant Events丨.
1. Huapei Power (603121): The proposed additional funds shall not exceed 2$2.4 billion.
2. Huguang shares (605333): 88.5 billion yuan will be used for automobile wiring harness production projects.
3. Special Information (000070): It is planned to list and transfer 70% of the equity of Sichuan Huatuo, a holding subsidiary.
4. Bohui shares (300839): proposed 22800 million yuan to invest in the integration of new materials and high-end chemicals.
5. Guanhao High-tech (600433): It is planned to invest in the construction of a 400,000-ton chemical machine pulp project.
6. Three Trees (603737): Subsidiaries with about 30.9 billion yuan bid to obtain a land use right in Qingpu District, Shanghai.
7. Samsung Medical (601567): A wholly-owned subsidiary won the bid for about 3100 million yuan smart meter general contracting project.
8. Sichuan** (001337): net profit of 2 in 2023100 million yuan, an increase of 5 percent year-on-year92%。
丨Market丨. 丨U.S. Market丨.
On Wednesday, local time, the Federal Reserve's January interest rate decision was released, keeping the benchmark interest rate unchanged, in line with market expectations, but Federal Reserve Chairman Powell's remarks on the unlikely interest rate cut in March hit the market's expectations of interest rate cuts. As of **, the Dow fell 082%, and the S&P 500 fell 161%, NASDAQ**223%。In the past January, the three major U.S. stock indexes extended their gains at the end of last year, but the momentum weakened as the market's expectations for the Fed to start cutting interest rates earlier cooled. Throughout January, the Dow rose 122%, and the S&P 500 rose 159%, the Nasdaq rose 102%。
The Fed's decision to keep the benchmark interest rate unchanged was in line with expectations, and the market paid more attention to the important adjustment in the wording of the statement at this meeting. Among them, the statement in previous meetings that "the Open Market Committee will take into account the lag in the impact of monetary policy on economic activity and inflation when considering whether to implement additional tightening" has been deleted in its entirety, and it has been adjusted to "it is not appropriate to lower interest rates until there is more confidence that inflation will continue to move towards the 2% target". The above changes were interpreted by the market as a prelude to a rate cut this summer, but these signals were not enough"** because Fed Chair Jerome Powell made it clear that a rate cut in March is unlikely. After the meeting, the market's expectation of a rate cut by the Fed in March has fallen below 40%.
Hit by the Federal Reserve's "unlikely rate cut in March", big tech stocks fell on Wednesday. Among them, Google's parent company Alphabet, whose core business advertising and search revenue was lower than expected in the fourth quarter of last year, plunged 75%, almost erasing all of the gains so far this year. Although chip giant AMD had higher than expected revenue in the first quarter of this fiscal year, its performance guidance for the quarter was not satisfactory, and it fell 5% in intraday trading on Wednesday5%, * with a decrease of 25%。
丨European Market丨.
In Europe, the latest economic data showed that inflationary pressures in Germany and France, the economic engines of the euro zone, still existed, and the three major European stock indexes closed down collectively on Wednesday, even after the brilliant earnings reports of many companies. As of **, the United Kingdom ** fell 047%, France** fell 027%, Germany** fell 040%。*In terms of Danish pharmaceutical giant Novo Nordisk, the company's revenue in 2023 increased by 31% year-on-year, thanks to the hot sales of its ** drugs and diabetes drugs. Boosted by the positive earnings report, the company's market value reached $506 billion on Wednesday, ahead of the French luxury giant LVMH Group and the European company with the highest market capitalization.
丨**丨. **On the market front, the Federal Reserve is not in a hurry to start cutting interest rates earlier, the U.S. business ** inventory last week increased more than expected month-on-month, and the U.S. production hit a record high in November last year, a series of factors put pressure on international oil prices**, and closed with a more significant decline on Wednesday. As of **, the New York Mercantile Exchange's light weight for March delivery closed at 75 per barrel$85, a decrease of 253%；London Brent*** for March delivery closed at 81 per barrel$71, a decrease of 140%。However, driven by the geopolitical conflict in the Middle East that may interfere with the world's leading factors, international oil prices rose by more than 6% in January this year, ending the previous three consecutive months. Among them, the price of oil in New York is **602%, Brent oil price **601%。
*Please specify CCTV Finance.
Editor: Zhang Yafang.