On Tuesday, February 19th, the main contents of today’s headlines are as follows:
Media name front page headlines
China Securities Journal international first-class Bay Area blueprint released on the development planning outline of Guangdong, Hong Kong and Macao Bay Area
Shanghai Securities News launched the blueprint of Guangdong Hong Kong Macao Great Bay Area: great opening, great cooperation and great future
The outline of the development plan of Guangdong, Hong Kong and Macao Dawan district was officially released by the securities times
Securities Daily Guangdong, Hong Kong and Macao Dawan district plans to build an international financial hub
People’s daily seizes the great opportunity to build Dawan District
Economic Information Daily: in 2022, the world-class urban agglomeration of Guangdong, Hong Kong and Macao Dawan district will be basically formed
The “six stability” measures in the local edition of the 21st century economic report have been introduced one after another, focusing on boosting investment and consumption
China Securities Journal ( zone )
the blueprint of the world-class Bay area was drawn, and the outline of the development plan of Guangdong, Hong Kong and Macao Bay area was released
The world-class Bay Area blueprint is drawn. With the consent of the CPC Central Committee and the State Council, the outline of the development plan for Guangdong, Hong Kong and Macao Dawan district was published in full on February 18. The outline of the plan emphasizes that building the Great Bay area of Guangdong, Hong Kong and Macao and building a world-class urban agglomeration is conducive to enriching the practical connotation of “one country, two systems”, further strengthening exchanges and cooperation between the mainland and Hong Kong and Macao, and providing more opportunities for the economic and social development of Hong Kong and Macao and the development of Hong Kong and Macao compatriots in the mainland. It is conducive to further deepening reform, expanding opening up, establishing a new open economic system in line with international standards, and building a new platform for high-level participation in international economic cooperation.
the countdown to the “approval” of the first batch of joint-stock bank financial management subsidiaries is expected to welcome a wave of opening tide in the second half of the year
Experts and people in the banking industry expect that the approval and establishment of bank financial subsidiaries will be faster than expected this year, and there will be a wave of opening of financial subsidiaries in the second half of the year. According to incomplete statistics, nearly 30 banks have announced that they will set up financial subsidiaries. In addition, according to the latest monitoring data of Puyi standard, at least about 60 regional banks are actively preparing for financial subsidiaries.
China Securities News front page: the “debt bull” is not finished, and the “bull head” of A-Shares is exposed
Since the beginning of the year, China’s capital market has seen a pattern of “stocks and bonds double bull”. Institutional people believe that there is still downward pressure on the real economy, indicating that the debt Bull has not finished yet, and the interest rate will return to the downward trend after short-term adjustment. With the stabilization and recovery of social finance and the improvement of corporate profits, the market’s expectation of A-share bull market is heating up, and the capital market may enter a period of “debt bull tail and stock bull head”.
Zhejiang Sunriver Culture Co.Ltd(600576) and its controlling shareholders were publicly condemned
According to the disclosure of Shanghai Stock Exchange on the 18th, Zhejiang Sunriver Culture Co.Ltd(600576) and its controlling shareholder, Zhejiang Xiangyuan Industrial Co., Ltd., Kong Deyong, the former actual controller and then chairman, violated information disclosure rules in major acquisitions of the company. The Shanghai Stock Exchange decided to publicly condemn Zhejiang Sunriver Culture Co.Ltd(600576) , Xiangyuan industry and Kong Deyong, and publicly recognized that Kong Deyong was unfit to serve as a director, supervisor and senior manager of a listed company for life. The above disciplinary actions will be notified to the people’s Government of Zhejiang Province and recorded in the integrity archives of listed companies.
Shanghai Securities News (special area)
the blueprint of Guangdong Hong Kong Macao Great Bay Area: great opening, great cooperation and great future
On February 18, the CPC Central Committee and the State Council issued the outline of the development plan of Guangdong, Hong Kong and Macao Bay area. This programmatic document makes a comprehensive plan for the strategic positioning, development objectives and spatial layout of Guangdong, Hong Kong and Macao Dawan district. With the development of the blueprint of Guangdong, Hong Kong and Macao Bay area, a big pattern of great opening, cooperation and future is clearly being drawn in southern Guangdong. A first-class Bay area and world-class urban agglomeration with vitality and international competitiveness are rising.
a new round of environmental protection storm is coming. Three major defense battles are launched in many places
A new round of environmental protection war has begun. The reporter of Shanghai Securities News found that Hebei, Beijing, Jiangxi and other places have successively issued three defense policies of blue sky, clear water and pure land. At the same time, the second round of central environmental protection inspectors will be launched this year. It is reported that the relevant preparations are under intense deployment.
The concept of 5g leads the market of science and technology stocks, and the leading stocks have nearly quadrupled
On Monday, the 5g concept warmed up again in the morning, driving the rise of science and technology stocks, leading the rise of leading Beijing Tongtech Co.Ltd(300379) letter into the 6-day 5 board, and many stocks such as Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) , Shanghai Fortune Techgroup Co.Ltd(300493) , Eastcompeace Technology Co.Ltd(002017) also gained the daily limit. Since the fourth quarter of last year, the strong rise of technology stocks has become the key to leading the stability and rebound of the index, during which the 5g concept has been particularly prominent.
three directors of public offering look at the future market: A-share bid farewell to difficult times and the opening of valuation repair drama
Since 2019, the A-share market has been heated frequently. The reporter interviewed Liu Yanchun, director of Jingshun Great Wall Fund Research Department, Mo Haibo, director of Wanjia fund investment research department, and Zhang Yanmin, general manager of RONGTONG fund equity investment department. In their view, equity assets are obviously attractive. The valuation repair brought by this round of liquidity and risk appetite has just begun, and A-Shares have passed the difficult time.
Securities Times (special area)
the outline of the development plan of Guangdong, Hong Kong and Macao Bay area was officially released
On February 18, the CPC Central Committee and the State Council issued the outline of the development plan of Guangdong, Hong Kong and Macao Bay area. The outline of the plan points out that we should give full play to the comprehensive advantages of Guangdong, Hong Kong and Macao, deepen the cooperation between the mainland and Hong Kong and Macao, further enhance the supporting and leading role of Guangdong, Hong Kong and Macao Bay Area in national economic development and opening to the outside world, and support the integration of Hong Kong and Macao into the overall situation of national development.
give play to the advantages of system innovation and create a model of high-quality development
An important issue in the construction of Dawan district is how to give full play to the comparative advantages of various regions and promote regional coordinated development. In the past, Hong Kong, Macao and the Pearl River Delta took the lead in the development of the whole country with the spirit of innovation and flexible market mechanism. Now the state has put forward the construction of Dawan district at the strategic level. We have reason to believe that with the joint creation of the invisible hand of the market and the visible hand of the government, it will continue to give full play to its advantages and become a model of high-quality economic development in China.
526 listed companies pile up A-Shares to rise in Guangdong, Hong Kong and Macao Bay area
The Greater Bay area of Guangdong, Hong Kong and Macao is the most densely distributed area of China’s A-share listed companies. According to the data, as of February 18, 2019, there were 3586 A-share listed companies, including 526 listed companies registered in 9 cities in Guangdong, Dawan District, Guangdong, Hong Kong and Macao, accounting for 89.6% of the A-share listed companies in Guangdong Province and 14.67% of all A-share listed companies. From the situation of each city, the urban differentiation within Guangdong, Hong Kong and Macao Dawan district is obvious. Shenzhen has the largest number of A-share listed companies, up to 285; Followed by Guangzhou, a total of 98 A-share listed companies.
Fang Hongbo disclosed his performance in advance Midea Group Co.Ltd(000333) received the regulatory letter of the exchange
On the evening of February 18, Midea Group Co.Ltd(000333) (000333) disclosed that it had received a letter of concern from the Shenzhen Stock Exchange. In the attention letter sent to Midea Group Co.Ltd(000333) , Shenzhen Stock Exchange pointed out that Fang Hongbo made remarks on the company’s performance such as “the expected pre tax profit in 2018 exceeds 26 billion yuan” at the China Manufacturing Forum on January 12, 2019, which was earlier than the time when the company disclosed the performance forecast announcement on January 14.
Securities Daily (special area)
Guangdong, Hong Kong and Macao Dawan district plans to build an international financial hub
In order to give full play to the comprehensive advantages of Guangdong, Hong Kong and Macao, deepen the cooperation between the mainland and Hong Kong and Macao, further enhance the supporting and leading role of Guangdong, Hong Kong and Macao Bay Area in national economic development and opening to the outside world, and support the integration of Hong Kong and Macao into the overall national development situation, the CPC Central Committee and the State Council recently issued the outline of the development plan of Guangdong, Hong Kong and Macao Bay area, which is in accelerating the development of modern service industry, It puts forward specific objectives such as building an international financial hub, vigorously developing characteristic financial industries and orderly promoting the interconnection of financial markets. It is clear that a securities market priced and settled in RMB will be established in Macao, and the “Shanghai Hong Kong stock connect”, “Shenzhen Hong Kong stock connect” and “bond connect” will be continuously improved.
20 performance letters of listed banks have arrived one after another, and the five major banks are still “hiding” profit data
After the opening of the annual report of Listed Companies in 2018, although there has been no disclosure of the annual report of A-share listed banks so far, this does not prevent the follow-up of performance express. As of last Sunday, among the 30 A-share listed banks, the number of banks that disclosed performance letters had reached 20. The appearance of up to two-thirds of the bank performance express also made the profitability of listed banks basically present last year. The five major state-owned banks that established diplomatic relations between workers and peasants continued to maintain a low profile and have not disclosed their performance express so far.
nearly 60% of the annual reports of listed auto parts companies are expected. Experts say that enterprises with losses in advance may be impaired due to goodwill
As of February 18, 2019, a total of 83 listed companies of auto parts in the two cities have issued 2018 annual performance forecasts, of which 47 companies have pre Xi net profit, accounting for 56.63%; There are 34 companies with performance pre reduction, slight reduction, loss increase and first loss; The performance of the two companies is uncertain. According to the maximum change range of predicted net profit, the net profit decreased year-on-year, accounting for nearly half of 41 enterprises; From the lower limit of the predicted net profit, the net profit attributable to the shareholders of the parent company of 31 auto parts enterprises exceeded 100 million yuan, accounting for more than 37%.
the Shanghai Stock Exchange publicly condemned * ST Chengcheng and relevant responsible persons
Recently, in the daily information disclosure supervision of Shanghai Stock Exchange, it was found that the relevant responsible persons of Jilin Chengcheng Group Co., Ltd. (hereinafter referred to as * ST Chengcheng) had violations in the performance of their duties in terms of information disclosure, and a disciplinary committee was convened to form a disciplinary decision.
people’s daily
seize the great opportunity to build Dawan District
The construction of Guangdong Hong Kong Macao Great Bay area is a major plan based on the overall situation and long-term development. As one of the regions with the highest degree of openness and the strongest economic vitality in China, the Great Bay area of Guangdong, Hong Kong and Macao has an important strategic position in the overall situation of national development.
economic reference daily
in 2022, the world-class urban agglomeration in Guangdong, Hong Kong and Macao Bay area will basically form
On February 18, the outline of the development plan of Guangdong, Hong Kong and Macao Dawan district was officially released. According to the outline, Guangdong, Hong Kong and Macao Dawan district will be built into a world base for emerging industries, advanced manufacturing and modern service industries, and a world-class urban agglomeration. Among them, by 2022, the comprehensive strength of Guangdong Hong Kong Macao Bay area will be significantly enhanced, and the framework of world-class Bay area and world-class urban agglomeration will be basically formed; By 2035, an economic system and development model with innovation as the main support will be formed, the leading and driving ability of the surrounding areas will be further improved, and a world-class Bay area suitable for living, business and tourism will be built in an all-round way.
there is more room for the central bank to reduce policy interest rates
With the shift of monetary policy from major central banks in the world to easing and the decline of inflation pressure in China, the discussion on whether the Central Bank of China will cut interest rates is gradually heating up. Sun Guofeng, director of the Monetary Policy Department of the central bank, recently said that we should pay more attention to the changes of the actual loan interest rate and give more play to the transmission role of the central bank’s policy interest rate on the market interest rate and credit interest rate in the process of interest rate marketization.
21st Century Business Herald
local “six stability” measures have been introduced one after another, focusing on increasing investment and consumption
More and more places need to introduce “six stability” measures. In July 2018, the meeting of the Political Bureau of the CPC Central Committee first put forward the “six stabilities”, that is, stabilizing employment, finance, foreign trade, foreign investment, investment and expectation. At the meeting of the Political Bureau of the CPC Central Committee held in December last year, the “six stabilities” were once again emphasized, and the subsequent central economic work conference proposed to further improve the “six stabilities”.
three rounds of regulatory blocking is difficult to stop arbitrage demand. Securities companies help investors “bypass the bid” is still
The reporter recently learned that some securities companies are still quietly providing “standard deviation” services, and the previous three standard deviation modes have been blocked by regulators. A broker who provides bid bypassing service said that the current bid bypassing mode needs to be realized through securities lending mode, coupled with the need to avoid supervision, so the mode is mainly provided to customers with large amount of funds.
