China Securities Journal ( zone )
policies ferment, stabilize infrastructure and help private enterprises achieve worry free annual economic goals
A number of economic data for the third quarter will be released this week. Many experts said that China’s economic operation was generally stable in the third quarter. Looking forward to the fourth quarter, the endogenous kinetic energy of economic growth is steadily enhanced, the landing effect of macro policies is gradually emerging, policies such as financing problems of private enterprises are expected to gradually play a role, infrastructure investment is expected to stabilize, and the downward pressure on China’s economy is expected to ease. Macro-control will pay more attention to the coordination of monetary and fiscal policies, actively focus on targeted tax cuts and fees, and further dredge the transmission channels of monetary policy.
“golden nine” is not good enough. The sales growth of listed real estate enterprises slowed down year-on-year in September
Recently, a number of listed real estate enterprises released sales data in September. On the whole, the sales of listed real estate enterprises in September recovered compared with the previous two months, but the growth rate was lower than that of the same period last year. According to the statistics of the reporter of China Securities Journal, as of October 14, the 30 Shanghai, Shenzhen and Hong Kong stock listed real estate enterprises that released the sales data in September achieved a total sales of 440.1 billion yuan in that month, a year-on-year increase of 37%. The above real estate enterprises realized a total sales of 3.5 trillion yuan in September, a year-on-year increase of 38.7%. Zhang Dawei, chief analyst of Centaline real estate, believes that from the current sales data, the sales scale of benchmark real estate enterprises in 2018 is expected to set a new historical record, but on the whole, the growth rate obviously began to slow down compared with 2017.
the “two actions” in the fourth quarter led the new momentum of state-owned enterprise reform. The third batch of mixed reform pilot projects of central enterprises of petroleum, petrochemical, military industry and telecommunications
Since the second half of the year, from the introduction of supporting policies for the reform of state-owned enterprises, to the comprehensive launch of the “double hundred action” and then to the holding of the National Symposium on the reform of state-owned enterprises, the programmatic deployment has marked the restart of the accelerator of the reform of state-owned enterprises. In the fourth quarter, the reform of state-owned enterprises will usher in substantial progress, the mixed ownership reform and the “two major actions” of double hundred enterprises will be ready, and the mixed reform in the fields of petroleum and petrochemical, military industry and telecommunications is expected to break through; The second batch of 12 pilot enterprises of “two types of companies” is expected to be launched. New business forms and professional restructuring in new fields will become new highlights. The force of reform will inject strong power into the economy and capital market.
the first case of “gambling shell selling” triggered a dispute over control Jiangsu Zhongchao Holding Co.Ltd(002471) the former controlling shareholder proposed to remove the chairman
On the morning of October 8, Yang Fei, chairman of China super group, received a group of special guests temporarily before leaving for Shenzhen for interview with Shenzhen Stock Exchange. Two staff members from Haier financial factoring Co., Ltd. contacted Jiangsu Zhongchao Holding Co.Ltd(002471) Chairman Huang Jinguang for many times and found Jiangsu Zhongchao Holding Co.Ltd(002471) former chairman Yang Fei to negotiate a debt of 50 million yuan. In response to the “debt demand” of Haier financial factoring, Yang Fei said that he was about to go to the Shenzhen stock exchange for an interview, which involved that Jiangsu Zhongchao Holding Co.Ltd(002471) the second largest shareholder, Zhongchao group, would convene an extraordinary general meeting of shareholders by itself. An important proposal of the general meeting was to vote to remove the current chairman Huang Jinguang.
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Shanghai Securities News (special area)
the CPI of food, housing and banking “Rose” in September or operated in the “2” range for three consecutive months
Affected by factors such as the Mid Autumn Festival and the national day, food prices continued to rise in September. In addition, the prices of transportation, accommodation and tourism also rose one after another during holidays. It is generally expected that CPI will run at more than 2% for three consecutive months in September, or rebound to about 2.5% year-on-year.
create an upgraded version of “entrepreneurship and innovation”, sound the “gift bag” for stable employment, and distribute it frequently
The horn of creating an upgraded version of “mass entrepreneurship and innovation” has sounded. Shanghai Securities News found that all localities have taken positive action. Guangdong, Fujian, Jiangsu and other places have issued policies to support “mass entrepreneurship and innovation” at the provincial level. Cities such as Hangzhou and Jiujiang have also issued a series of measures to protect “stable employment” from the aspects of finance, finance and industrial development.
new local special bonds were added from one month to eight months. In September, local bonds “had enough ammunition” and infrastructure investment was guaranteed in the fourth quarter
The issuance of local bonds in August and September ushered in the most upsurge in history. According to statistics, the issuance of new local government special bonds reached a new high in September, reaching 671.323 billion yuan that month, exceeding the total issuance in the first August of this year.
the violation of the controlling shareholder has not been resolved. Guanfu shares have been “ST”
Guanfu shares announced on the evening of October 14 that the trading of the company’s shares was suspended for one day on October 15 and resumed from the opening of the market on October 16. The abbreviation of the company’s shares was changed to ” Guanfu Holdings Co.Ltd(002102) “, and the rise and fall of the stock trading day was limited to 5%.
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Securities Times (special area)
Yi Gang: there is still considerable room for monetary policy tools
From October 12 to 14, Yi Gang, governor of the central bank, attended the 38th IMFC (International Monetary and Financial Committee) meeting and delivered a speech at the 2018 thirty person group (G30) International Banking seminar. Yi Gang said that there is still considerable room for China’s monetary policy tools, and the current interest rate level is appropriate.
Liu Shiyu said when investigating and holding an investor Symposium in the business department of securities companies: organically combine capital market reform measures with stabilizing confidence
Yesterday, Liu Shiyu, Secretary of the Party committee and chairman of the CSRC, went to the business department of China Securities Co.Ltd(601066) securities company in Beijing Dongzhimen South Street to conduct research, held an investor Symposium and listened to investors’ opinions and suggestions on the reform, development and stability of the capital market. Liu Shiyu said that we should organically combine various measures of capital market reform and opening up and comprehensive and strict regulatory measures according to law with stabilizing and boosting confidence, always shoulder the mission of protecting the legitimate rights and interests of investors, especially small and medium-sized investors, and strive to create an open, fair, clear and transparent capital market ecology.
the state-owned assets insurance company launched A-share “protecting liquidity” in an all-round way
Over the weekend, a news that “Shenzhen has arranged tens of billions of funds to help listed companies” blew up the capital market. The Shenzhen municipal government wants to resolve the pledge crisis of major shareholders of listed companies within its jurisdiction from the two aspects of creditor’s rights and equity. In fact, it has been rumored that Shenzhen state-owned assets related platforms are preparing 15 billion yuan to enter the market on a large scale.
the original controlling shareholder returned to Mengzhou shares and received an inquiry letter
Last week, the website of the Shanghai and Shenzhen Stock Exchange disclosed 43 inquiry letters, the number of which was basically the same as that of the previous week. Among them, the inquiry letter of Mengzhou shares is more interesting: involving the change of control of listed companies, feishang, the former controlling shareholder, made a comeback.
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Securities Daily (special area)
750 billion yuan of RRR reduction funds were in place, and A-share warm wind came
Since today, the central bank has implemented four RRR cuts this year. Although the previous RRR reduction points to the real economy, A-Shares can also feel the warm wind after accumulation. Because the financing dilemma of the real economy can be alleviated, it will be indirectly reflected in the A-share market.
the “1 + 3 + 1” supporting rules of Shanghai Luntong are released to sound the policy starting gun for “opening to traffic”
On October 12, the CSRC officially issued the provisions on the supervision of the interconnection of depositary receipts business between Shanghai and London stock markets. On the same day, the Shanghai Stock Exchange and China Clearing formulated supporting business rules in accordance with the provisions and solicited opinions from the public since October 12.
the smart city industrial chain has become an investment hotspot with nearly 200 million yuan. Large single funds favor 10 concept stocks
According to the statistics of the market research center of Securities Daily, on the last trading day of last week, the overall growth of the smart city concept sector reached 0.54%, and a total of 35 stocks in the sector rose.
Guangdong Hoshion Aluminium Co.Ltd(002824) acquisition of loss making companies suspected of “high-level takeover”
Under the background of difficult performance, Guangdong Hoshion Aluminium Co.Ltd(002824) recently plans to increase the capital of Ma’anshan Xinma Precision Aluminum Co., Ltd. with its own capital of 60 million yuan, and also plans to transfer the shareholders’ shares of Xinma precision at 3.5 yuan / share, totaling 7.3465 million yuan.
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