China Securities Journal ( zone )
Yi Gang: actively and orderly expand the opening of the financial industry to the outside world
Yi Gang, President of the people's Bank of China, wrote in the book "20 years of 50 people" written by members of the China Economic 50 people forum that we should continue to take the initiative to expand the opening up of the financial industry in an orderly manner. Although China has made some achievements in promoting the opening of the financial industry to the outside world, at present, China's external environment is complex and changeable, and the demands of foreign capital on China's financial industry are also increasing. There is still a large gap between the degree of opening up of China's financial industry and the needs of realizing its own development.
Hong Kong Monetary Authority: issue the first batch of virtual banking licenses at the earliest end of the year
The Hong Kong Monetary Authority plans to issue the first batch of virtual bank licenses as early as the end of this year. According to public data, by the end of August, the first batch of virtual bank license applications had been officially closed, and a total of 29 institutions had received applications, including Tencent, ant financial services, Zhong'an insurance, Xiaomi, JD finance, Ping An Insurance (Group) Company Of China Ltd(601318) , HSBC Hong Kong, Standard Chartered Bank (Hong Kong) and other institutions.
dealers prepare natural gas in advance. The "gas shortage" is difficult to repeat
As the weather in the North turns cooler, there are worries about the supply and demand situation of natural gas this winter from time to time. In recent years, due to the increasing efforts of environmental protection and the implementation of the "coal to gas" measure, China's natural gas demand has ushered in rapid growth. Last winter, China's natural gas market staged a supply defense war. In fact, as an important heating fuel, today's natural gas market is not light in the off-season. The data show that since April, the price of natural gas has been rising all the way. Recently, it has broken the high point set during the "gas shortage" last year, and also attracted some traders to prepare goods in advance to "resist the winter".
A-Shares continued to "grind the bottom" and "full" positions of foreign capital
At present, although some domestic institutions are willing to increase their positions, they have no plans to increase their positions significantly in the short term due to concerns about factors such as net worth withdrawal. At the same time, some foreign institutions continue to increase their positions. They believe that the valuation of A-Shares is far lower than that of major global markets and belongs to a value depression. A-Shares continued to "grind the bottom". However, some QFII institutions quietly increased their positions, and some institutions even filled the purchase quota every day. Data show that foreign capital holds nearly 6% of the circulating market value of a shares, which can be comparable to insurance capital. Many fund managers confirmed that some QFII institutions have been increasing their positions in A-Shares recently.
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Shanghai Securities News (special area)
what do Shanghai prices mean from the familiar Shanghai index to the unfamiliar sky?
In 1990, the 25 meter high observation tower of Dongchang fire brigade was the tallest building of " Shanghai Lujiazui Finance & Trade Zone Development Co.Ltd(600663) ". Standing on the top of the tower, you can have a bird's-eye view of Pudong. The gulls and snipes on the river beach sweep the air, and the ridges and paths are crisscrossed. In the past 28 years, skyscrapers have sprung up on the farmland in the village market. The gathering area of financial institutions in Shanghai Lujiazui Finance & Trade Zone Development Co.Ltd(600663) has expanded from the initial "small Shanghai Lujiazui Finance & Trade Zone Development Co.Ltd(600663) " of 1.7 square kilometers to the "big Pudong" of 42.77 square kilometers, outlining the grand skyline of the development and opening up of Pudong in Shanghai.
the transaction is getting cold! Second hand houses in Shanghai have fallen for 9 consecutive months month on month
The sales price index of second-hand houses in 70 large and medium-sized cities in 2018 released by the National Bureau of statistics on the 15th showed that the sales price of second-hand houses in four first tier cities was flat from a month-on-month increase of 0.2%; The sales price of second-hand houses in 31 second tier cities increased by 1.3% month on month; The sales price of second-hand houses in 35 third tier cities increased by 1.4% month on month. Among the 70 cities, the sales prices of second-hand houses in Shanghai and Xiamen fell month on month. Among them, the sales price of second-hand houses in Shanghai decreased by 0.1% month on month.
massive health big data brings investment opportunities. Which listed companies have laid out?
One day in the future, the smart watch will monitor your health data at any time. If the data is abnormal, your exclusive Siasun Robot&Automation Co.Ltd(300024) can help you make an appointment to the nearest diagnosis and treatment center, and the doctor will tell you whether you need to go to the diagnosis and treatment center for further examination. This scene is becoming a reality. The National Health Commission recently issued the national health and medical big data standards, safety and service management measures (Trial) (hereinafter referred to as the Trial Measures). Market participants believe that with the strong promotion of national policies, health care big data applications have stood at the outlet of development.
the actual controller's holdings increase proposal does not see the "bottom" or the "bottom"!
Continued low volatility continues to consume market confidence. Now, even the bottom-up overweight initiative is difficult to stir up big splashes in the market. Bringspring Science And Technology Co.Ltd(300290) on the evening of September 13, it was announced that Fu Yanjie and Cui Wantao, the actual controllers of the company, proposed that employees increase their holdings of shares and promised that employees who net bought the company's shares (no less than 1000 shares) from September 14 to September 28, 2018, held more than 12 consecutive months and performed their duties continuously in the company and its wholly-owned subsidiaries during this period, If losses are incurred due to the purchase of the company's shares during the above period, the actual controller shall compensate; If the income is generated, it shall be owned by the employee.
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Securities Times (special area)
the net interest margin of online commercial banks has narrowed and is still expanding rapidly, covering the customer base
Recently, the information in the notes to the data of the same deposit and issuance plan disclosed by the e-commerce bank in the inter-bank market shows that the bank's financial data and regulatory indicators in the first half of the year have three highlights: the table expansion is obvious, the total asset scale reached 109.6 billion yuan, with a surge of 40.15% in the first half of the year; The growth rate of performance reached a new high. In the first half of the year, it achieved a revenue of 3.106 billion yuan and a net profit of 332 million yuan, equivalent to 72% and 76% of last year's full year respectively. The net interest margin measured by profit margin was 4.93%, down 47 basis points from 5.38% at the end of last year; The non-performing loan ratio increased to 1.28% at the end of June, a slight increase of 0.02% over the end of last year.
The performance of continued to improve, and the market of military industry sector was outstanding in September
Since September, the Shanghai Composite Index has still fluctuated downward, and most of the industry plates are green. However, the military industry plate has a unique performance. Statistics show that Shenwan defense and military industry sector has increased by 7.52% since September, ranking first among 28 industry sectors. In terms of individual stocks, excluding secondary new shares, Ruikang shares, Jiangsu Tongguang Electronic Wire&Cable Co.Ltd(300265) , Beijing Emerging Eastern Aviation Equipment Co.Ltd(002933) and Zhejiang Jindun Fans Co.Ltd(300411) became monthly bull stocks. Industry analysts believe that the military industry sector is a rare semi annual performance growth sector, the overall orders in the second quarter also improved significantly, and the profit growth of the military industry is expected to accelerate in the second half of the year.
the net profit of the new third board small loan company in the first half of the year was nearly halved
The overall operation of the small loan industry has not improved. According to the semi annual report of 2018, 36 small loan companies listed on the new third board and operating normally achieved a total operating revenue of about 590 million yuan in the first half of the year, a year-on-year decrease of 12.6%; The net profit was about 200 million yuan, a year-on-year decrease of 48.5%, close to "halving".
concerted action is a major contrast. The Shanghai Stock Exchange asked Changyuan Technology Group Ltd(600525)
According to the announcement on the evening of September 11, Changyuan Technology Group Ltd(600525) shareholders, the general partner of Shenzhen ZANGJIN No. 1 investment enterprise (limited partnership), the shareholders of Shenzhen ZANGJIN Investment Management Co., Ltd. transferred their equity, and the shareholders were changed from Xu Xiaowen, Yao Taiping and Wu Qiquan to Xu Xiaowen, Xiong Xianzhong and Xiong Quanjin. At the same time, Cao Yongxiang and other four parties lifted the relationship of concerted action with zangjin-1. So far, the number of persons acting in concert of ZANGJIN No. 1 has been reduced to 22, and the total shareholding ratio has been reduced from 20% to about 13%, which is still the largest shareholder of Changyuan Technology Group Ltd(600525) . This aroused great concern of the Shanghai Stock Exchange. The next day, an inquiry letter was sent asking Changyuan Technology Group Ltd(600525) to further verify and supplement relevant matters.
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Securities Daily (special area)
CSRC: pay close attention to promoting the opening of stock index futures
On September 15, when attending the fifth general meeting of the China Futures Association, Fang Xinghai, vice chairman of the CSRC, said that in the next step, PTA futures will also be introduced to overseas traders, and the opening of stock index futures should also be promoted. At the same time, the construction of the basic system of the futures market has been continuously promoted, and the CSRC is focusing on steadily promoting the legislative work of the futures law.
"new" foreign investors can enter the market today
"Today is the first trading day to further open A-share accounts for foreigners, which will introduce incremental funds into the A-share market and enrich the investors in the capital market." Fu Lichun, research director, told the Securities Daily yesterday. Previously, the CSRC issued the
<证券登记结算管理办法>
Decision on Revision
<上市公司股权激励管理办法>
The decision was officially implemented on September 15, and the above two documents further liberalize the authority of qualified foreigners to open A-share securities accounts.
house prices in the first, second and third tier cities rose steadily, and the rental market became the focus of regulation in the second half of the year
Recently, the National Bureau of statistics released the statistical data on the changes of commercial housing sales prices in 70 large and medium-sized cities in August 2018. Liu Jianwei, Senior Statistician of the city Department of the National Bureau of statistics, said that the sales prices of commercial houses in the first, second and third tier cities rose steadily in August.
Guangdong Pearl's "breaking the appointment" land sale was inquired, and no one paid attention to the listed land
Due to the failure to fulfill the promise of annual sales of 1500 mu, Guangdong Pearl received an inquiry letter from the Shanghai Stock Exchange. In the reply letter, Guangdong Pearl publicly acknowledged for the first time that the company had not completed its land sale commitment in 2017, and only one 63.47 Mu plot has been listed since 2018. In an interview, Zhu Dongqi, representative of Guangdong Pearl securities, said that up to now, the land has not been successfully transferred, and it is impossible to predict whether the transfer target of 1500 mu can be completed in 2018.
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