China Securities Journal ( zone )
the structural opportunities for public funds to increase their holdings in the financial sector in the third quarter can be focused on
The disclosure of the third quarterly report of public funds has come to an end. According to the statistics of Jinniu financial network, the stock position of equity funds increased slightly compared with the end of the second quarter. From the perspective of the sector, financial stocks are the most favored by the fund, Ping An Insurance (Group) Company Of China Ltd(601318) is the largest heavy position stock and the largest stock increased by the fund in the third quarter; In addition, some stocks in insurance, banking, real estate, consumption, biotechnology and other industries were also increased by the fund. Looking ahead to the market in the fourth quarter, some fund managers believe that the market may remain volatile, but the space below may be limited.
Shanghai Stock Exchange: the supporting business rules for share repurchase will be implemented as soon as possible
The Shanghai Stock Exchange said on October 28 that the supporting business rules and announcement format guidelines related to share repurchase have formed a first draft, which will be revised and improved as soon as possible in accordance with the unified deployment and arrangement of the CSRC.
the Ministry of science and technology announced for the first time of six institutions involved in human genetic resources administrative punishment Bgi Genomics Co.Ltd(300676)
On the evening of October 24, the Ministry of science and technology publicly announced the administrative punishment information of human genetic resources. Three listed companies Bgi Genomics Co.Ltd(300676) (Huada Technology), Wuxi Apptec Co.Ltd(603259) and Amoy Diagnostics Co.Ltd(300685) A-Shares were listed, and the other three were also star institutions, including Huashan Hospital Affiliated to Fudan University, AstraZeneca and kunhao Ruicheng. According to the punishment statement, after investigation, it was found that Bgi Genomics Co.Ltd(300676) (Huada Technology) transmitted some human genetic resources information abroad from the Internet without permission; Wuxi Apptec Co.Ltd(603259) illegal exit of more than 5000 human serum as dog plasma; Amoy Diagnostics Co.Ltd(300685) illegal transshipment to receive the remaining samples of approved projects. It is worth noting that this is the first time that the Ministry of science and technology has published information on administrative penalties for human genetic resources on its official website. Many industry experts said that this means the beginning of strict supervision of the industry. The reporter learned that the Ministry of science and technology is currently carrying out new legislative work on the protection and utilization of human genetic resources information in China.
OCT Group transferred the equity of three enterprises and entities. Since September, the transfer of real estate property rights has increased
According to the information disclosed by Beijing Equity Exchange, 80% equity of Chengdu OCT Yingchuang Industrial Co., Ltd. (hereinafter referred to as “OCT Yingchuang”), 100% equity of Chengdu meikeyoujia Trading Co., Ltd. (hereinafter referred to as “meikeyoujia”) and 100% equity of Chengdu Qisheng Museum of Contemporary Art (hereinafter referred to as “Qisheng Museum”) will be transferred. The above three transfers will be disclosed from October 29. It is worth noting that the ultimate actual controller of the above three enterprises and entities is OCT Group.
Shanghai Securities News (special area)
consolidate the integrity of the capital market, build investor confidence and accumulate the “vitality” of the market
The “Laolai” who punishes dishonesty in the capital market has been restricted to flying and the high-speed rail system has been implemented for nearly half a year. Each issue of the list will attract high attention from the market. In fact, similar integrity restraint mechanisms have been operating in many areas of the capital market. The reporter of Shanghai Securities News learned that many companies had a “history” of administrative punishment due to the existence of independent directors during IPO, and the company was officially released after “drawing a clear line” with the problematic independent directors; There are also a new round of financing behavior of listed companies stranded due to historical fines; In addition, in the process of supervision and administrative punishment, the historical performance of the parties will also affect the inspection frequency and discretion of the regulatory authorities.
many places will introduce more policies to promote consumption and expand investment
All localities have recently held intensive meetings to study and judge the economic situation in the third quarter and deploy the next economic work. After combing, the reporter of Shanghai Securities News found that the economy in the first three quarters was generally stable, and the GDP growth of Guangdong, Guizhou, Hubei, Zhejiang and other provinces outperformed the country in the first three quarters.
the “foot of the wall” of public funds is not easy to dig, and it is difficult to raise salaries for bank asset management
Bank asset management began to dig people everywhere. According to the investigation of Shanghai Securities News, some bank asset management institutions are recruiting equity investment and research managers. Due to the net value transformation of bank financial management, benchmarking public funds, and public funds have relatively excellent investment and research ability, public fund managers naturally become the most favored talents of bank asset management.
there are many relatives and friends in the “concerted action circle” Jinke Property Group Co.Ltd(000656) the actual controller resists sun Hongbin and has a backhand
Huang Hongyun’s Jinke Property Group Co.Ltd(000656) at the helm is watched by sun Hongbin. The two are engaged in a fierce competition for the control of Jinke Property Group Co.Ltd(000656) . However, Huang Hongyun seems to have many relatives and friends in his “circle of concerted action”. In the face of sun Hongbin’s approach to Jinke Property Group Co.Ltd(000656) control, he can gradually expand the scope of concerted action and carry out centralized reaction.
Securities Times (special area)
AMC bail out equity pledge of listed companies
Strengthening the disposal of non-performing assets is an important link to prevent and resolve financial risks. In the past two years, according to the requirements of regulatory authorities, banks have continuously strengthened the disposal of non-performing assets. At the same time, as the largest buyer in the non-performing asset market, the four major asset management companies (AMC) have also focused more on their main business and purchased non-performing assets on a large scale from banks.
the curtain of the reform of the new third board opened, and multiple measures were taken to improve the financing function
Recently, the national stock transfer company optimized and reformed the stock issuance, M & A and market maker system, and improved the stock system according to the problems existing in the actual supervision. Many people in the industry said that the optimization of the stock system is to make the existing system of the new third board more standardized and the financing more convenient and efficient, Create conditions for accumulating experience for the introduction of follow-up deepening reform measures, and the incremental reform of the new third board market is worth looking forward to.
Dongguan joins the “fire brigade” of equity pledge crisis
For small and medium-sized enterprises with high pledge proportion of actual controllers or major shareholders, the continuous decline of the market has exposed their liquidity crisis. On the one hand, this tension is related to market fluctuations, on the other hand, it is closely related to new regulatory regulations, and has little to do with the deterioration of the company’s fundamentals. According to information statistics, as of September 30, the market value of pledged shares that had not been released was about 5.18 trillion yuan, accounting for 5.2%, 18.1% and 18.5% of the main board, small and medium-sized board and gem respectively. Among them, the market value of shares below the closing line is 956.8 billion yuan, and the market value of shares below the warning line is 1.42 trillion yuan. If the market continues to fall, it will accelerate and expand the risk of position explosion of listed companies.
“stock god” Shanghai Raas Blood Products Co.Ltd(002252) “naked swimming” stock speculation caused a huge loss of nearly 1.3 billion in the first three quarters
The former “stock speculator” Shanghai Raas Blood Products Co.Ltd(002252) (002252) failed to avoid the adjustment of A-Shares this year. On the evening of October 28, the blood products manufacturer Shanghai Raas Blood Products Co.Ltd(002252) which had been suspended for eight months disclosed the third quarterly report. In the first three quarters, the company achieved a revenue of 1.409 billion yuan, a year-on-year decrease of 3.99%; In the same period, the net profit attributable to the shareholders of the listed company was a loss of 1.293 billion yuan, a year-on-year decrease of 237.51%; The net profit after deducting non recurring profit and loss was 408 million yuan, a year-on-year decrease of 16.76%.
Securities Daily (special area)
the brokerage sector topped the list last week. The expectation of reversal of company fundamentals is fundamental
Last week, the brokerage sector broke out across the board, becoming the biggest bright spot in the A-share market. According to the statistics of the reporter of Securities Daily, from October 22 to October 26, the brokerage sector ranked first among the major sectors with a cumulative increase of 13.64%, and there were as many as 12 brokerage stocks with a cumulative increase of more than 20%.
infrastructure investment accelerated by 100 billion yuan in the fourth quarter
In the fourth quarter, infrastructure investment began to “step on the accelerator”. Recently, the national development and Reform Commission intensively approved a number of high-speed rail and UHV projects, involving a total investment of 100 billion yuan. Many institutions believe that infrastructure growth is expected to rebound in the fourth quarter.
in October, more than 140 listed companies issued repurchase announcements
Share repurchase has always been a hot spot in the market. According to incomplete statistics by the reporter of Securities Daily, since October, as of yesterday’s press release, more than 140 companies have announced the share repurchase plan or relevant implementation progress.
* ST Fuzhou iron and steel resumed trading for 20 days, including 18 down limits and nearly 500 million yuan of funds, gambling, bankruptcy, reorganization and rush to raise
“I’m ready to close the door. It’s the last choice whether to go in or out.” October 26 was the last trading day before the bankruptcy, reorganization and suspension of trading of * ST Fuzhou iron and Steel Co., Ltd. people kept shouting in the stock bar. Whether to make a big move or take the opportunity to escape, we need to make a final decision before the closing of the market at 3 p.m. that day. On the same day, the stock price performance of * ST Fuzhou iron and steel was also more adhesive, and the turnover exceeded 100 million yuan again.
