On Monday, April 1st, the main contents of today’s headlines are as follows:
Media name front page headlines
The supply and demand ends of China Securities Journal recovered, and the manufacturing PMI returned to the expansion range in March
Shanghai Securities News China bonds will be incorporated into the international mainstream index capital market from now on to welcome more foreign capital “living water”
Securities times China bonds will be included in major international bond indexes from now on
The value-added tax rate of Securities Daily will be lowered from now on, and industries such as coal, steel and non-ferrous metals will benefit
The people’s daily further expanded the opening of the financial industry
The four major asset management of the economic information daily have invested more than 100 billion in new non-performing businesses, and a new round of non-performing assets battle has been launched in an all-round way
The first 5g telephone of China business daily was dialed in Shanghai, and the commercial layout was accelerated
China Securities Journal ( zone )
both ends of supply and demand recovered. In March, manufacturing PMI returned to the expansion range
According to the data jointly released by the service industry survey center of the National Bureau of statistics and China Federation of logistics and procurement on March 31, China’s manufacturing procurement manager index (PMI) was 50.5% in March, up 1.3 percentage points from the previous month, and returned to the expansion range after falling below the 50% critical point for three consecutive months. Experts believe that PMI data show that both ends of supply and demand have warmed up, the economy is gradually improving, and it is expected to stabilize and recover in the second quarter. Under the background of the gradual implementation of the steady growth policy, small and medium-sized enterprises are expected to improve.
included in major international indexes, China’s bond market has been further opened
On April 1, Bloomberg incorporated RMB denominated Chinese government bonds and policy bank bonds into the Bloomberg Barclays global composite index, which will be completed step by step within 20 months. After the inclusion, RMB denominated Chinese bonds will become the fourth largest denominated currency bonds after the US dollar, euro and Japanese yen.
the financial report has entered the intensive disclosure period, and the performance will be the dominant factor in April
Analysts pointed out that with the market changing from incremental to stock game, the stage of rapid improvement of risk appetite has become a “past tense”. Subsequently, with the intensive disclosure of the annual report and the first quarterly report, the market will return to fundamentals, and the performance will become one of the main factors leading the performance of individual stocks.
the proposed acquisition of Wu Xiaobo’s company Qtone Education Group(Guangdong) Co.Ltd(300359) at a price of 1.5 billion yuan was inquired by the Shenzhen Stock Exchange
On the evening of March 31, Qtone Education Group(Guangdong) Co.Ltd(300359) announced that it planned to acquire 96% equity of Hangzhou bajiuling owned by Wu Xiaobo at a price of 1.5 billion yuan, and planned to issue shares to 19 counterparties such as Wu Xiaobo, Shao Bingbing and blue color investment to purchase 96% of its shares.
Shanghai Securities News (special area)
from now on, China’s bonds will be incorporated into the international mainstream index capital market to welcome more “living water” of foreign capital
From April 1, 364 Chinese government bonds and policy bank bonds denominated in RMB will be officially included in the Bloomberg Barclays global composite index and will be completed step by step within 20 months with a monthly increase of 5%. This is the first time that Chinese bonds have been included in the international mainstream bond index, and it is also a milestone in the orderly opening of China’s bond market.
manufacturing PMI returns to the expansion range and the signal of economic stabilization is revealed
In March, manufacturing PMI rebounded sharply, returning to above the 50% boom and bust line, and non manufacturing PMI also climbed to a six-month high. Analysts pointed out that although the rebound of the index is mainly affected by seasonal factors, it also reflects that the effect of steady growth policy is further emerging, and there is a signal of economic stabilization.
the comprehensive construction of “future city” has begun
2019 is the second anniversary of the establishment of xiong’an new area, and also the first year of the implementation and comprehensive construction of the overall plan of xiong’an new area. From “hardly moving brick by brick” to “forming a situation of tower cranes and booming”, xiong’an new area has sounded the horn: this year, it will turn into a large-scale substantive construction stage.
many people like the clearing and exit of actual controllers. Zhejiang construction group is expected to backdoor listing
Today, DUOHE likes to publish the suspension announcement of major asset restructuring, and is planning to issue shares to buy 100% equity of Zhejiang construction group, and the matter may involve the change of the controlling shareholder and actual controller of the company. The transaction constitutes the re listing stipulated in the measures for the administration of major asset restructuring of listed companies.
Securities Times (special area)
Chinese bonds will be included in the major international bond index
As the world’s third largest bond market, Chinese bonds have been officially included in the major international bond indexes since April 1. Liu Linan, China fixed income strategy analyst at Deutsche Bank, predicts that in the next 20 months, the scale of overseas funds flowing into the bond market will be about US $120 billion, of which US $48 billion will flow before the end of 2019.
the four major expenses of public funds approach 100 billion yuan, and the management fee exceeds 61 billion yuan
After the disclosure of the fund’s 2018 annual report, the management fee, sales service fee, customer maintenance fee, custody fee and other expenses of public funds were exposed. In 2018, the fund management fee income exceeded 61 billion yuan, an increase of about 11% over 2017, and the monetary fund became the main force of growth. In 2018, the management fee, sales service fee, custody fee and transaction commission withdrawn from the fund assets totaled 95.5 billion yuan, approaching the 100 billion yuan mark.
st plate is ready to take off its hat and enter the “Performance Season”
Traditionally, February to May of each year is the “Performance Season” for st (including * st) companies to take off their hats and stars. The concept of taking off stars and hats was once an important play in the market in the first quarter of each year. In March, one belt, one road, was still under the pressure of the theme of industrial hemp, venture capital and the whole belt. However, the ST sector continued to be active. In the 86 st stocks, 20 of the 20% stocks rose, and some of the first hat removed shares had already started the market, including China Cssc Holdings Limited(600150) , long air oil transportation and so on. Analysts believe that in the short term, April will enter the intensive disclosure period of the annual report, and the listed companies with deterministic caps deserve special attention.
construction machinery industry recovered Sany Heavy Industry Co.Ltd(600031) net profit tripled last year
Sany Heavy Industry Co.Ltd(600031) (600031) the 2018 annual report was released on the evening of March 31, with a revenue of 55.82 billion yuan, a year-on-year increase of 45.61%; The net profit was 6.116 billion yuan, a year-on-year increase of 192.33%. The company plans to pay a cash dividend of 2.60 yuan (including tax) for every 10 shares.
Securities Daily (special area)
the value-added tax rate will be reduced from now on, and industries such as coal, steel and non-ferrous metals will benefit
Recently, the Ministry of finance, the State Administration of Taxation and the General Administration of Customs jointly issued the announcement on policies related to deepening value-added tax reform, and decided to reduce the value-added tax rate of some industries from April 1.
both ends of supply and demand recovered. In March, PMI returned above the boom and bust line
On March 31, the National Bureau of statistics released that the purchasing manager index (PMI) of China’s manufacturing industry in March was 50.5%, up 1.3 percentage points month on month, returning to above the critical point.
3 science and innovation board application enterprises enter the “inquiry” status
On March 22, among the 9 Application enterprises for the science and innovation board that were accepted and confirmed, 3 entered the “second pass”: the audit status has become “inquired”. This means that after the enterprise’s application is accepted, the Shanghai Stock Exchange has officially entered the audit link.
closing report of public funds in the first quarter: 483 equity funds with a return of more than 30%
The first quarter ended perfectly. The three major stock indexes in the A-share market led the rise, with the Shanghai Composite Index up 23.93%, the Shenzhen Component Index up 36.84% and the gem index up 35.43%. Fund holders were finally elated. Public funds handed over a beautiful answer in the first quarter of this year: among the 2387 equity funds, 2361 funds achieved positive returns and only 21 funds had negative returns; During the first quarter, there were 483 equity funds with a return of more than 30%, accounting for more than 20%.
people’s daily
further expand the opening of the financial industry
In recent years, China’s financial industry has made a series of achievements in opening up, but there is still great potential for improvement. In the future, we should further expand the opening of the financial industry and constantly improve the financial risk prevention and control system suitable for opening up.
economic reference daily
the four major asset management have invested more than 100 billion in new non-performing businesses, and a new round of non-performing assets battle has been launched in an all-round way
Under the main tone of financial risk prevention and control, a new round of battle against non-performing assets has begun. As the main force in the market, the four asset management companies invested more than 100 billion in new non-performing asset business in 2018. At the recent performance press conference or working conference, the four asset management companies have put forward investment targets with a scale greater than that of last year. At the same time, local asset management companies have also made full use of their firepower and made many attempts to rescue listed companies and resolve local financial risks. The overall scale of acquisition of non-performing assets in 2018 also reached 100 billion. Insiders said that the non-performing asset market will be further expanded this year, asset management companies will face more business opportunities and more diversified business models.
from today on, the new value-added tax policy implemented trillion tax cuts and began to land
From April 1, China will begin to implement the new value-added tax rate, including the tax rebate system of final retention and credit, and other measures to deepen the reform of value-added tax will be tried out simultaneously. This means that with the comprehensive promotion of deepening value-added tax reform this year, trillions of value-added tax reductions began to be implemented.
China business daily
the first 5g telephone is dialed in Shanghai, and the commercial layout is accelerated
At the beginning of 2019, 5g (fifth generation mobile communication technology) has not only stayed in the capital market with the intersection of red and green lines, but also started the layout of point, line and surface in the real test field.
scan of non-performing loans of 80 banks: asset quality has embarked on the improvement channel
According to incomplete statistics by the first financial reporter, as of March 31, nearly 80 banking financial institutions, including urban commercial banks, rural commercial banks, joint-stock commercial banks and large state-owned banks, had disclosed the annual report of 2018. According to the current disclosure, among the 80 banks, 35 non-performing loan ratios have increased, and the rest are flat or decreased. Many securities companies believe that under the background of the decline of non-performing loan balance, the decline of non-performing rate and the slight increase of provision coverage, Bank Of China Limited(601988) industry’s asset quality has embarked on an improvement channel.
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