China Securities Journal ( zone )
the total sales of IC design this year is expected to increase by 30%
On November 29, at the 2018 annual conference of China’s integrated circuit design industry, Wei Shaojun, chairman of the integrated circuit design branch of China Semiconductor Industry Association, said that the total sales of China’s integrated circuit design industry this year is expected to be 257.696 billion yuan, a year-on-year increase of 32.42%, an increase of 4.27 percentage points over 28.15% of the previous year.
the speculation in the venture capital sector has changed from cold to hot, and the investment strategies of institutions are significantly different
Driven by the positive news such as the establishment of the science and innovation board and the trial registration system of the Shanghai Stock Exchange, the concept sector of venture capital in the A-share market has been hot with funds since early November. However, since late November, most of the leading stocks in the sector have changed from strong to weak, and the overall situation has weakened significantly. For the overall trend of individual stocks in the venture capital sector in the future, there have been significant differences in the latest strategies of securities companies, private placement and other institutions.
policy warm wind blows frequently, mergers and acquisitions are active, and help the development of listed companies
Since October, a series of policies have been issued to optimize M & A, and the M & a market has shown signs of recovery. Industry insiders believe that the continuous deregulation of M & A policies is conducive to promoting market-oriented M & A and industrial integration and upgrading.
growth is relatively stable Baijiu leader opportunity to reproduce
Institutional people believe that under the background of increasing downward pressure on the overall macro economy next year, mass consumer goods are less affected by economic fluctuations and have defensive attributes in the economic downward stage. As the three quarter Baijiu plate valuation revaluation, the current valuation adjustment to the historical center below. The shift of high-end Baijiu has been accepted by the market, but the medium and long term still benefit from strong brand strength and strong price.
Shanghai Securities News (special area)
“1 + 19” supporting documents have been issued gradually, and Shanghai will strengthen rural land transfer
Zhang Guokun, director of Shanghai Municipal Agricultural and Rural Committee, said at the Shanghai municipal government press conference on November 29 that Shanghai will strengthen the transfer of rural land. It is expected that by the end of this year, the circulation rate of rural contracted land in Shanghai will reach 80%. At the same time, Shanghai will also explore the unified management of contracted land transfer at the district level.
two symposiums were held in a week, and the national development and Reform Commission frequently paid attention to intelligent manufacturing
In less than a week, the industry department of the national development and Reform Commission held two symposiums, both related to intelligent manufacturing. Luo Jun, CEO of the Asian Manufacturing Association, said, “intelligent manufacturing is the inevitable trend of manufacturing industry and the direction of transformation and promotion of traditional industries. In the future, the new industrial revolution will be promoted by the integration of many advanced skills such as Siasun Robot&Automation Co.Ltd(300024) , 3D printing, big data, cloud accounting, Internet of things, intelligent data and so on”.
left pick finance and right pick real estate insurance enterprise investment into defense
Recently, A-Shares reappeared and adjusted the market. As the main force of institutions holding a large amount of funds, insurance funds did not have pessimism and anxiety. On the contrary, they all showed a calm attitude, changed to a defensive war and laid out undervalued plates. For the comprehensive correction of A-Shares since last week, investment managers of many mainstream insurance institutions in Beijing and Shanghai believe that the excessive theme speculation stimulated by policies is subject to regulatory constraints, the bottom of A-Shares in the future is still grinding, and we still need to pay attention to internal and external risks.
fuzzy concept avoids the “kindergarten restriction” third base acquisition of MjM?
The state has just issued a restriction on asset securitization of private kindergartens, and even listed companies go against the wind. It is reported that Sanlei shares uses the concept of “early education” to distinguish “kindergarten education”, which is mainly divided according to the age of students. However, according to the acquisition plan and Dalian My Gym Education Technology Co.Ltd(002621) official website, it also includes children aged 3 to 6, which is also the age of kindergarten education.
Securities Times (special area)
subtle changes have taken place in the market behind the land auction
Near the end of the year, many local governments began to increase supply in order to complete the land supply plan, and the land market ushered in the supply peak. The real estate enterprises with the need to replenish inventory will still select carefully according to their own strength and development planning. The phenomenon of “high-quality plots are scrambled, and non-high-quality plots are sold” will continue to be staged. However, local governments are also trying their best to reduce the occurrence of land auction. At the same time, the requirements for the qualification of house buyers are relaxed, and the pressure on real estate enterprises is reduced. In addition, they also implement the new rules on the transfer of “common deposit”, which reduces the capital pressure of real estate enterprises and redeploys the enthusiasm of real estate enterprises. This subtle change will continue to be staged in the future land market. With the continuous game between local governments and real estate enterprises, the land market is expected to continue to return to rationality and operate smoothly.
exploration of big data industry in Guizhou: strong institutional demand and the rise of “expensive drifters”
In recent years, Guizhou has made great efforts to layout the big data industry and is positioned as the first national big data comprehensive experimental zone. According to official data, as of early April this year, Guizhou had more than 8900 big data enterprises with an output value of more than 110 billion yuan, and tens of thousands of relevant talents flowed in every year.
18 companies’ goodwill exceeds the company’s net assets and guard against impairment risk at the end of the year
With the active M & A of listed companies, “goodwill” has once again entered the sight of investors. Recently, a number of A-share listed companies announced the purchase of assets and made it clear that they would generate new goodwill.
Guangdong Tloong Technology Group Co.Ltd(300063) personnel changes and resignation of multiple executives
2018 is a turbulent year for Guangdong Tloong Technology Group Co.Ltd(300063) (300063). Towards the end of the year, Guangdong Tloong Technology Group Co.Ltd(300063) personnel changes are making waves again. Whether the resignation of several personnel is related to the non-standard opinions issued by Guangdong Tloong Technology Group Co.Ltd(300063) is unknown, but the reporter notes that most of the resigned personnel have accumulated deep experience in the cultural media industry and are key figures in the layout of Guangdong Tloong Technology Group Co.Ltd(300063) in the field of Internet marketing.
Securities Daily (special area)
the central bank’s total non reverse repo liquidity in 26 trading days is at a high level
Yesterday morning, the central bank announced that it would not carry out reverse repurchase on November 29, 2018. This is also since October 26, the central bank has not carried out reverse repurchase operation for 26 consecutive working days. The last time the central bank suspended reverse repo for a long time was in 2015, from April 17, 2015 to June 24, 2015, with a total suspension of 69 days. Insiders said that during the year, the central bank continued to release liquidity to the market through measures such as reducing the reserve requirement, exceeding the renewal of MLF, increasing the amount of refinancing and rediscount, and the financial expenditure at the end of the month was also increasing. At present, Shibor’s interest rate of each term is stable, and the yield of treasury bonds is gradually declining. Therefore, there is no need to carry out reverse repurchase operation to stimulate the market.
the admission of foreign capital continued to accelerate, and the net inflow of northward capital in the month exceeded 40 billion yuan
Since November, with the continuous acceleration of the inflow of foreign capital into the A-share market, there has been a large increase in northbound funds. According to the statistics of the Securities Daily, as of November 29, the net inflow of northbound funds in the month was 41.321 billion yuan and the net inflow in the year was 274.655 billion yuan. Among them, on November 2, the net inflow of northward funds of nearly 18 billion yuan became the largest single day net inflow in the current month.
The policy promoted the popularity of the military civilian integration sector, and 8 potential stocks were held by the social security fund for five consecutive quarters
Recently, the general office of Shaanxi provincial Party committee and the general office of Shaanxi provincial government issued the three-year action plan for the in-depth development of military civilian integration in Shaanxi Province (2018-2020). The action plan clearly states that by the end of 2020, a development pattern of all factors, multi fields and high efficiency will be basically formed, and the in-depth development of military civilian integration will be steadily in the forefront of the country; Form a “Shaanxi model” that can be copied and popularized; Develop and expand the military civilian integration industry; Promote the implementation of major military civilian integration projects; We will co-ordinate the co construction and sharing of infrastructure between the military and the civilian sectors.
can gaotejia withdraw from Xingcheng group Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) save the decline?
Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) within half a year, the largest shareholder changed ownership for many times, causing market attention. On November 29, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) disclosed the detailed equity change report. Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) said that Xingcheng Group signed the share transfer agreement with Tianjin Datong Investment Group Co., Ltd., Yao Xiaoqing and sun Changhai respectively. After the equity change, Xingcheng group holds 487.6 million shares of the listed company, accounting for 16.195% of the total share capital of the listed company. Xingcheng group will become the largest shareholder of the company. Chengdu SASAC holds 100% equity of Xingcheng group and is the controlling shareholder and actual controller of Xingcheng group.
