On Friday, October 29th, the main contents of today's headlines are:
China Securities Journal
CSRC: effectively strengthen the power supervision and balance of issuance and registration
When attending the 2021 CSRC system warning education conference on October 28, Yi Huiman, Secretary of the Party committee and chairman of the CSRC, pointed out that we should adhere to "one case and two investigations", strictly investigate the corruption behind financial risks, and constantly improve the governance efficiency of corruption in the field of capital market. We will effectively strengthen the power supervision and balance of issuance and registration, do a good job in the connection between business supervision, discipline inspection supervision and cadre supervision, and vigorously promote transparent examination and approval and sunshine use of power.
More than 90% of the profits of the third quarterly report were "reviewed" in high spirits
The latest performance of the selected and innovative companies has become an important decision-making reference for investors to layout the concept stocks of the Beijing stock exchange. As of 20:00 on October 28, a total of 56 selected companies had disclosed the third quarterly report, accounting for 82% of the total number of selected companies. Among them, the operating revenue of 25 companies increased by more than 30% in the first three quarters, and the profit of 23 companies increased by more than 20%. In terms of innovation layer, 45 companies took the lead. Among them, 37 companies achieved revenue growth in the first three quarters, and 20 companies made a profit of more than 20 million yuan.
"New star" stepped onto the stage and the camp of fund managers changed
The third quarterly report unveiled the scale of the fund. Many top flow fund managers with strong "gold absorption" ability in the past experienced a decline in the scale in the third quarter. At the same time, some new generation fund managers with excellent performance stepped onto the stage, the managed funds received a large number of net subscriptions, and the management scale also increased significantly.
The capital flow is now different, and the future market of A-Shares is expected to "shift" forward
Recently, the A-share market fluctuated downward. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for five consecutive trading days, and there were differences in the flow of main funds and northward funds. Data show that on the 28th, the main funds of the two cities had a net outflow of 64.9 billion yuan, while the funds from the North actively increased their positions, with a net inflow of 7.172 billion yuan. In recent times, the main funds have been net outflow for 30 consecutive trading days, while the northward funds are mainly net inflow.
Shanghai Securities News
China's treasury bonds are included in FTSE Russell wgbi and take effect today, which is expected to attract trillions of funds to China's bond market
On October 29, the FTSE Russell world government bond index (wgbi) was officially included in China's bonds. Industry insiders estimate that taking this as a new starting point, China's bond market is expected to usher in trillions of funds.
Yi Huiman, Secretary of the Party committee and chairman of the CSRC, stressed that the anti-corruption system of the CSRC should implement the four "focuses"
Yi Huiman pointed out that in recent years, the Party committee of the CSRC and the discipline inspection and supervision team stationed in the CSRC have adhered to the "two responsibilities" linkage and force in the same direction to promote the comprehensive and strict governance of the party by the CSRC system and continue to go deep and practical. However, from the series of cases reported, the lessons are profound. The struggle between "hunting" and "anti hunting" in the capital market is still fierce, and the anti-corruption task of the CSRC system is still arduous.
Coal stocks fell sharply, consumer stocks rebounded, market style to switch?
Thursday's A-share market style showed signs of "rebalancing". Affected by the sharp decline of coal stocks, the cycle sector fell collectively, and the three major indexes of A-Shares fell by more than 1%. Consumer stocks rebounded against the trend, and tourism hotels, food and beverage, home appliances and other sectors were at the top of the list. Institutions believe that the cycle market is coming to an end, and consumer stocks are in a better layout window.
The climate conference will be held soon, and there are doubts about the consensus reached by all parties
How to deal with the climate change crisis? After five years, representatives of nearly 200 countries will gather again to hand over new answers. On October 31, the 26th conference of the parties (cop26) of the United Nations Framework Convention on climate change (UNFCCC) will be held in Glasgow, UK, which is the first climate conference since the Paris agreement entered the implementation stage.
Securities Times
China Securities Association and Shanghai and Shenzhen stock exchanges signed a memorandum of cooperation on strengthening offline inquiry supervision, strengthening offline quotation supervision and maintaining the order of market-oriented issuance and pricing
Recently, the China Securities Association, Shanghai Stock Exchange and Shenzhen Stock Exchange signed the memorandum of cooperation on strengthening the supervision of offline inquiry of new shares under the registration system to jointly strengthen the supervision of offline investors' quotation of IPO under the registration system.
The third quarterly report of 22 listed securities companies was released, and 60% of the securities companies had profit in the quarter, and the securities companies maintained high growth
On the evening of October 28, leading securities companies including Citic Securities Company Limited(600030) , China Securities Co.Ltd(601066) , Haitong Securities Company Limited(600837) , Gf Securities Co.Ltd(000776) , China International Capital Corporation Limited(601995) released three quarterly reports one after another, and the performance ranking of securities companies in the first three quarters of this year also initially surfaced.
The merger of small and medium-sized banks is rising again, and the Central Plains province wants to give birth to trillion city commercial banks
Zhongyuan bank plans to absorb and merge Luoyang bank, Pingdingshan bank and Jiaozuo China Travel bank. Institutional people believe that "this is a major measure of financial reform".
"Two barrels of oil" revenue continued to grow, earning 500 million yuan in the first three quarters
On the evening of October 28, "two barrels of oil" Petrochina Company Limited(601857) (601857) and China Petroleum & Chemical Corporation(600028) (600028) successively released the third quarter performance reports. In the first three quarters, the two companies had a total revenue of 3.88 trillion yuan and a net profit of 134.9 billion yuan, equivalent to an average daily income of about 500 million yuan.
Securities Daily
More than 2500 third quarter reports were released, and nearly 70% of the results increased
The disclosure of the third quarterly report of 2021 is coming to an end. As the backbone of China's economy, the performance of listed companies can often reflect the economic development to a certain extent. Insiders generally said that at present, in the first three quarters of this year, the performance of many industries was eye-catching, and the performance differentiation of upstream and downstream industries was obvious, indicating the deep structural transformation of China's economy in the process of steady recovery.
The national development and Reform Commission has issued 18 documents for ten days, and the downward trend of coal price appears
From October 19 to October 28, the national development and Reform Commission issued 18 articles in ten days, covering the study of intervention measures on coal prices according to law, discussion on ensuring supply and price stability of key coal, electricity, oil and gas transportation enterprises, strict investigation and punishment of malicious capital speculation in power coal futures, local supervision of coal supply and price stability, on-the-spot investigation of coal price and cost, serious investigation and rectification of illegal coal storage sites Study the definition standard of profiteering of coal enterprises and other measures. With the implementation of the "combined fist" of ensuring supply and stabilizing price, the downward trend of coal market price began to appear.
China's treasury bonds officially "enter the rich" today, and the incremental funds are expected to queue up for admission
Today, China's treasury bonds were officially included in the FTSE world treasury bond index (wgbi). The inclusion process will be completed step by step within 36 months. At that time, the weight of China's treasury bonds in the FTSE world treasury bond index will reach 5.25%.
What does the hot search on " Hithink Royalflush Information Network Co.Ltd(300033) " collapse refract?
On the morning of October 28, the news of " Hithink Royalflush Information Network Co.Ltd(300033) collapse" was exposed, and once rushed to the top of microblog hot search. Since then, Hithink Royalflush Information Network Co.Ltd(300033) said, "due to the abnormal network line, some users of Hithink Royalflush Information Network Co.Ltd(300033) app have abnormal login, which has been restored. If individual users still have problems, please feel free to contact us. We apologize for the inconvenience caused to users.". As of the author's press release, the microblog topic has been read more than 240 million times. In a sense, Hithink Royalflush Information Network Co.Ltd(300033) system downtime rushed to hot search, which is a "stress test" for the A-share market.
people's daily
In the first September, 51200 old urban communities were newly renovated to promote urban renewal and make residents comfortable ("the 14th five year plan", we started like this)
In the first year of the 14th five year plan, China plans to start the transformation of 53000 old urban communities, involving more than 9 million households. According to the data released by the Ministry of housing and urban rural development, in the first September of this year, 51200 old urban communities were newly renovated, accounting for 94.8% of the annual target tasks.
economic reference daily
"Double carbon" action construction drawing delimits new opportunities for investment in multiple industries
According to the reporter of economic information daily, in the next step, the carbon peak implementation plan and a series of support and guarantee measures in key areas and industries will be implemented one after another to promote the reform and acceleration of energy, industry, transportation and other industries. The new energy sector continues to be popular, and the installation targets of wind power and photovoltaic in 2030 may be exceeded. The development space of green transportation is also very broad, and new energy vehicles are welcome to be vigorously promoted. Industrial fields such as iron and steel are facing a reshuffle, and the concentration will be further improved.
The 14th five year plan for the protection and application of national intellectual property rights was released
The reporter of the economic information daily learned that the State Council recently issued the national plan for the protection and application of intellectual property rights in the 14th five year plan (hereinafter referred to as the plan) to make a comprehensive deployment for intellectual property work in the next five years. The plan puts forward five key tasks, including Comprehensively Strengthening Intellectual Property Protection and stimulating the innovation vitality of the whole society, and makes it clear that the phased objectives and tasks of building an intellectual property power will be completed on schedule by 2025.
21st Century Business Herald
Effectively guarantee China's chemical fertilizer supply and control grain planting costs
The soaring global coal, oil and natural gas prices, like the wings of a butterfly, are creating a storm in the field of agriculture. The energy crisis is creating a food crisis through the fertilizer crisis, which may open Pandora's box: inflation and social crisis.
Hangzhou's second-hand house prices fell for the first time in 23 months, and the "six consecutive falls" in transaction volume has loosened the housing loans
On October 20, the National Bureau of statistics released the house price data of 70 cities in September. The second-hand house price in Hangzhou decreased by 0.4% month on month, the first decline in nearly 23 months. According to the second-hand data of Crees, 9038 second-hand houses were sold in Hangzhou in March this year, and then fell in June. In September, 2977 second-hand houses were sold in Hangzhou, down 26.4% month on month and 59.3% year-on-year.
China business daily
Intellectual property protection delimits construction drawings and comprehensively establishes a punitive compensation system
On the 28th, the State Council announced the national plan for the protection and application of intellectual property rights in the 14th five year plan (hereinafter referred to as the plan), which made a comprehensive deployment for intellectual property work in the next five years.
Nearly 15% of new shares were broken this year, and A-Shares are accelerating to catch up with Hong Kong stocks and US stocks?
The reporter combed and summarized from multiple angles and found that the A-Shares listed and broken this year showed consistency in many aspects. For example, it seems difficult for the A-Shares listed and broken this year to return to above the issue price; As another example, the initial P / E ratio (diluted) of many broken A-Shares is significantly higher than that of the industry, and the performance growth rate has decreased significantly.
