China Securities Journal ( zone )
Guo Shuqing: cultivating pension financial industry and promoting the development of capital market
Guo Shuqing, chairman of the China Banking and Insurance Regulatory Commission, said at the “global pension forum organized by the international pension supervisors” on the 25th that the China Banking and Insurance Regulatory Commission will help the development of the pension system and continuously improve the pension security level of the people in accordance with the unified national deployment.
the two departments reduced fees and rewarded subsidies for the financing guarantee business of small and micro enterprises
According to the Ministry of finance’s website on the 25th, the Ministry of Finance and the Ministry of industry and information technology issued a notice deciding to implement the fee reduction and subsidy policy for small and micro enterprise financing guarantee business, guide local governments to support the expansion of the scale of small and micro enterprise financing guarantee business in the real economy, reduce the financing guarantee cost of small and micro enterprises, and promote the sustainable development of financing guarantee institutions focusing on serving small and micro enterprises.
the third quarterly report market starts private hunting of “cash cows”
With a number of listed companies successively disclosing the third quarterly report, the position of 10 billion private placement such as Danshui spring, Jinglin and Gao Yi surfaced. In the industry, consumption, technology, medicine and other sectors have become the focus of private placement. Insiders said that Baima leading company with stable performance and good cash flow is preferred at present.
Tsinghua holdings adjusts its equity transfer plan, and Shenzhen investment control wants to acquire 36% equity of Ziguang group
On the evening of October 25, Unigroup Guoxin Microelectronics Co.Ltd(002049) , Unisplendour Corporation Limited(000938) and Ziguang University announced at the same time that the actual controller Tsinghua holdings, Shenzhen Investment Holding Co., Ltd. and Ziguang Group signed the cooperation framework agreement to transfer 36% equity of Ziguang group to Shenzhen investment holding. After the transfer, Tsinghua holdings holds 15% equity of Ziguang group and Shenzhen Investment Holdings Holds 36% equity of Ziguang group.
Shanghai Securities News (special area)
the safe released the data of the first three quarters: the deficit of foreign exchange settlement and sales narrowed significantly, and the cross-border capital flow remained stable
According to the data released by the State Administration of foreign exchange on the 25th, in the first three quarters of 2018, the deficit of bank foreign exchange settlement and sales and foreign collection and payment on behalf of customers narrowed significantly compared with the same period of last year. According to the data, in the first three quarters of 2018, the accumulated foreign exchange settlement and sales deficit of banks was RMB 19.9 billion (equivalent to US $28.1 billion). Among them, the bank’s accumulated surplus in foreign exchange settlement and sales on behalf of customers was 95 billion yuan; The bank has accumulated a deficit of 291.8 billion yuan in foreign exchange settlement and sales. In the first three quarters of 2018, there was a deficit of 376.5 billion yuan (equivalent to US $56.5 billion) in foreign collection and payment of bank customers.
the regulations on the administration of foreign banks will be revised and the business restrictions will be further relaxed
On the 25th, the China Banking and Insurance Regulatory Commission issued an announcement to solicit public opinions on the decision of the State Council on Amending the regulations of the people’s Republic of China on the administration of foreign banks (Draft for comments). Analysts believe that the draft will further relax the business access and related business restrictions of foreign banks in China. Some analysts believe that in the long run, further opening to the outside world will help enrich the types of Bank Of China Limited(601988) financial institutions, enhance market vitality and improve the overall efficiency of resource allocation.
pension funds and social security funds have their own love. Many A-share companies are favored
With the disclosure of the three quarterly reports, pension funds and social security funds appeared in the list of the top ten shareholders of several stocks. The announcement on the evening of the 25th showed that as of the end of the third quarter, Yueyang Xingchang Petro-Chemical Co.Ltd(000819) , Jiangxi Wannianqing Cement Co.Ltd(000789) , Xinjiang Yilite Industry Co.Ltd(600197) , Gepic Energy Development Co.Ltd(000791) and other top ten shareholders of listed companies had the presence of the above funds.
Vanke’s profit increased by 26% in the first three quarters, and Central Huijin ranked among the top ten shareholders
On the evening of October 25, China Vanke Co.Ltd(000002) released the report for the third quarter of 2018, which showed that from January to September this year, the company achieved a cumulative operating revenue of 176.02 billion yuan, a year-on-year increase of 50.3%; The net profit was 13.98 billion yuan, a year-on-year increase of 26.1%. In the first three quarters of this year, the gross profit margin of the company’s real estate business was 27.8%, an increase of 4.5 percentage points over the same period last year. The quarterly report also shows that Central Huijin Asset Management Co., Ltd. appears on the list of the company’s top ten shareholders.
Securities Times (special area)
the CSRC publicized the list of candidates for the M & a committee, and 45 people were selected
Yesterday, the CSRC publicized the candidates for the seventh Review Committee on mergers and acquisitions of listed companies. A total of 45 people from the organs of the CSRC, the securities regulatory bureau, exchanges, colleges and universities, securities companies and fund companies entered the list of candidates for members.
Shenzhen Stock Exchange launched enterprise portrait intelligent supervision system with technology enabled supervision
In recent years, with the rapid development of a series of financial technologies such as artificial intelligence, blockchain, big data and cloud computing, financial technology is changing the ecological pattern of the financial industry at an amazing speed. Facing the increasingly complex and changeable market and Beijing Vastdata Technology Co.Ltd(603138) , financial supervision departments urgently need to improve processing efficiency and supervision efficiency with the help of science and technology.
foreign shareholding trend: 10 new shares in QFII and 29 new shares in land stock connect
So far, 819 listed companies in Shanghai and Shenzhen have disclosed their third quarterly reports, and the positions of overseas funds (mainly including QFII and land stock connect) have gradually surfaced. Statistics show that among the 819 stocks that have been disclosed in the three quarterly reports, 62 stocks have obtained QFII positions. In terms of the number of shareholding institutions, Anhui Conch Cement Company Limited(600585) , Shenzhen Liande Automatic Equipment Co.Ltd(300545) , Anhui Heli Co.Ltd(600761) , Han’S Laser Technology Industry Group Co.Ltd(002008) , Toly Bread Co.Ltd(603866) 5 share institutions hold the largest number of shares, all of which are held by three institutions.
Some applications of FF were rejected and arbitration with Evergrande will continue
On October 25, Faraday future’s application for emergency relief to the Hong Kong International Arbitration Center came out, but its arbitration with Evergrande has not ended and will continue.
Securities Daily (special area)
the amount of stock insurance capital approved for special products will increase
Recently, the CBRC issued the notice on matters related to the establishment of special products by insurance asset management companies, allowing insurance asset management companies to set up special products, give play to the advantages of long-term and stable investment of insurance funds, participate in resolving the liquidity risk of stock pledge of listed companies, and provide long-term financing support for high-quality listed companies and private enterprises, Maintain the long-term and healthy development of the financial market.
the financial reform of Shanghai free trade zone is further expanded, and the free trade account is expanded to Hainan
As a “leader” in the pilot Free Trade Zone, Shanghai Free Trade Zone shoulders the mission of taking the lead in exploring financial reform. At present, within the scope of Shanghai pilot free trade zone and on the basis of existing experience, the convertibility of RMB under capital account has been gradually improved, and the functions of the implemented free trade account have been expanded.
the brokerage sector led the rise again, with more than 500 million yuan of large single funds pouring into six stocks
Recently, boosted by multiple policies, the performance of the securities sector once became the focus of the A-share market. Yesterday, the securities sector made another effort to occupy the first place in the list of gains. As of the close, the overall increase of the sector reached 3.89%. Analysts said that the beta attribute of securities business is strong. All businesses are related to the securities market. When the securities market warms up, securities companies’ stocks have upward marginal room for improvement.
tengbang International’s radical acquisition left “sequelae” and the pledge proportion of major shareholders reached 100%
On October 22, tengbang international issued an announcement on the progress of suspension of major events, saying that Foton investment control’s strategic stake is being actively promoted and has hired intermediaries to carry out due diligence. In recent years, tengbang international has frequently carried out transformation and construction to the large tourism ecosystem through capital acquisition. The pressure on capital of the company is increasing day by day. At present, the asset liability ratio of tengbang international has reached 62.45%.
