China Securities Journal ( zone )
supporting system and further improvement of PPP revision document
The reporter learned that in view of the new problems and demands in the development of PPP model in recent years, relevant departments have begun to revise the operation guide for government and social capital cooperation model (Trial) and the demonstration guide for financial affordability of government and social capital cooperation projects. The revised document is expected to be released in the fourth quarter. According to the analysis of insiders, standardizing the application of government fund budget in PPP projects and improving the design of income sharing and risk sharing mechanism are expected to be mainly reflected in the revised document.
the military industry sector strengthened and the industry boom rose
On September 13, the defense industry sector continued to strengthen, and CITIC defense industry index rose 2.29%. Beijing Andawell Science& Technology Co.Ltd(300719) , Chengdu Spaceon Electronics Co.Ltd(002935) rose by the limit, and China emergency, aerospace communications, China Shipbuilding Industry Group Power Co.Ltd(600482) , Jiangsu Leike Defense Technology Co.Ltd(002413) and other companies rose by more than 5%. A military analyst of a securities firm told the China Securities Journal that the performance of listed military companies increased significantly in the first half of the year. This year will be the turning point of the long cycle of the military industry, and the prosperity of the industry will last for several years.
in the first half of the year, the revenue of the integrated circuit industry increased by more than 20%
At the 2018 China integrated circuit industry development seminar held on September 13, Xie Kang, vice chairman of China Semiconductor Industry Association, introduced that in the first half of the year, China's integrated circuit industry realized a revenue of 272.65 billion yuan, a year-on-year increase of 23.9%. Among them, the revenue in the field of integrated circuit manufacturing was 73.74 billion yuan, a year-on-year increase of 29.1%.
LETV and Zhonghong's heavy trading limit institutions emphasize the importance of fundamental research
LETV and Zhonghong shares both fell by the limit after trading resumed yesterday. Judging from the latest changes in the number of shareholders, many ordinary investors may participate. Institutional sources said that whether the game Zhonghong shares will not be delisted because the closing price is less than 1 yuan for 20 consecutive trading days, or the game LETV continues to rebound, it is a high-risk behavior. In the current market environment, it is suggested to find safer varieties with fundamental support and wait patiently for the market to rebound.
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Shanghai Securities News (special area)
Li Keqiang inspected the State Administration of market supervision and presided over a symposium, emphasizing strengthening fair supervision and creating a fair competition market environment
On September 11, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, visited the State Administration of market supervision and presided over a symposium. In the Department of product quality and safety supervision, Li Keqiang asked about the product quality qualification rate, especially the qualification rate of children's products, and exchanged videos with front-line supervisors, affirming their adoption of "double random and one open" supervision and separation of sampling inspection to promote fair supervision. Li Keqiang said that in order to move towards medium and high-end manufacturing and services in China, we must win with quality, which is also the focus of government supervision. We must use the "Internet plus regulation" to firmly guard the quality and safety of products and services.
the maximum loan amount of "house and loan recognition" for Beijing second house was reduced to 600000 yuan
Beijing housing provident fund management center issued new regulations on provident fund loans on the 13th, upgrading the identification of second homes from "only recognizing houses" to "recognizing houses and loans". According to the latest notice on adjusting individual housing loan policy of housing provident fund, as long as there is a loan record in the bank credit investigation system, they are recognized as two sets. In addition, the new regulations also lowered the maximum loan amount of second house loans from 800000 yuan to 600000 yuan.
more than 900 million shares in 9 months! Many directors are really buying
If the market is good, we should "buy", and if the market is bad, we should "buy". A group of company chairmen really love their own stocks. According to statistics, since 2018, the chairmen of more than 260 companies have increased their holdings or planned to increase their holdings of their own shares, including many cases of investing hundreds of millions of "real gold and silver". According to statistics, as of September 13, the chairmen of 205 listed companies have put forward plans to increase their holdings this year. At present, the number of shares that have been increased has reached 348351200; If we add the case that the chairman proposed the increase plan in the previous year and implemented it this year, the number of companies will rise to 268, the number of shares that have been increased will reach 907748200, and the amount of increase will reach 10.919 billion yuan.
the "sky high ticket" of 3.47 billion yuan in the securities market was started for enforcement
Under the background that the regulatory authorities continue to strengthen the inspection and law enforcement of the capital market, all kinds of violations are difficult to escape the law, and "sky high price tickets" are issued frequently, and their implementation has also attracted more and more attention. Yesterday, the fresh words of "making a name for a time" in the capital market due to the implementation of a number of illegal acts such as price manipulation and the farce of the director of "1001 wonderful motions" received the "administrative ruling" served by the Xicheng District People's Court of Beijing in Shanghai No. 2 detention center. According to the ruling, the CSRC previously imposed an administrative penalty of 3.47 billion yuan on Xian Yan, which was granted compulsory execution by the people's court.
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Securities Times (special area)
the general office of the CPC Central Committee and the general office of the State Council issued guidance: improve the restraint mechanism and reduce the asset liability ratio of state-owned enterprises
Strengthening the asset liability constraints of state-owned enterprises is an important measure to prevent and resolve major risks. Recently, the general office of the CPC Central Committee and the general office of the State Council issued the guiding opinions on strengthening the asset liability restraint of state-owned enterprises, requiring that the asset liability ratio of highly indebted state-owned enterprises return to a reasonable level as soon as possible by establishing and improving the asset liability restraint mechanism of state-owned enterprises and strengthening supervision and management, The average asset liability ratio of state-owned enterprises will be reduced by about 2 percentage points by the end of 2020 compared with the end of 2017. After that, the asset liability ratio of state-owned enterprises will basically remain at the average level of enterprises of the same industry and scale.
energy security has attracted much attention Petrochina Company Limited(601857) hit a new high in recent four months
On Thursday, all major indexes of A-Shares rebounded and the trading volume was enlarged. Yesterday, the rise of petrochemical Shuangxiong contributed to the overall market. Among them, Petrochina Company Limited(601857) performed more brightly. It opened higher in the morning and closed up 3.14% to 8.53 yuan, a new high since April. In terms of the previous resumption price, Petrochina Company Limited(601857) share price has reached a new high since February this year.
net purchase of 2.74 billion yuan in a single day. In September, the net inflow of funds going north was "becoming regular"
The Shanghai Stock Index recently refreshed its low point of the year and once approached 2638 points. It rebounded in shock yesterday, up more than 1%. In the rebound market, the net purchase of northbound funds on the same day was 2.74 billion yuan, the largest single day net purchase since September, turning the northbound funds from outflow to inflow this month.
the original major shareholder "pinch point" to reduce the holdings of semiconductor sealing and testing faucet Jcet Group Co.Ltd(600584) folding wing
On September 13, the semiconductor sector staged a "leading cut". As the leader of chip packaging test, Jcet Group Co.Ltd(600584) (600584) quickly fell to the limit in large volume after opening yesterday, closing at 12.78 yuan, with a total turnover of 600 million yuan, making Shenwan semiconductor plate down 0.43%. The suspected "pinch point" reduction plan of the former largest shareholder of a listed company has triggered controversy and concerns about fundamentals.
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Securities Daily (special area)
in 21 days, 15 provinces and cities intensively launched more than 840 billion yuan of private investment projects
According to statistics, from August 22 to September 11, in just 21 days, 15 provinces and cities such as Shanxi, Fujian, Guizhou, Tianjin and Zhejiang have published a list of key projects recommended to private capital, with a total investment of 840.85 billion yuan. The projects mainly involve transportation, water conservancy, environmental protection, tourism and other fields.
the large-scale construction of xiong'an new area is coming, and the infrastructure investment will exceed 100 billion yuan
Recently, China xiong'an group issued the bidding announcement for the design and construction of the flood interceptor landscape phase I project in Rongdong area of Rongcheng, with an estimated investment of about 222 million yuan. All the construction work of the project will be completed by December 31, 2018. It is estimated that the infrastructure projects in xiong'an new area will usher in a rapid rise period in the second half of the year. It is estimated that the "four vertical and two horizontal" rail transit construction in xiong'an area will bring an investment scale of at least 200 billion yuan in the future.
A-Shares have a "repurchase wind". 491 listed companies have implemented repurchase
The enthusiasm for share repurchase of A-share listed companies continued to rise. Data show that since this year, a total of 702 listed companies have disclosed repurchase announcements, of which 491 have implemented repurchase, with a total repurchase fund of 24.1 billion yuan. This scale is close to the total amount of A-share repurchase in 2015 and 2017.
several executives concentrated on reducing holdings and cash out Fujian Longma Environmental Sanitation Equipment Co.Ltd(603686) called debt repayment and improving life
The Fujian Longma Environmental Sanitation Equipment Co.Ltd(603686) listed in early 2015 experienced the first wave of reduction after the lifting of the ban. According to public information, Fujian Longma Environmental Sanitation Equipment Co.Ltd(603686) Dong Jiangao concentrated on reducing holdings and cash out from May to July, with a total amount of more than 140 million yuan. It is worth noting that after the substantial reduction of the company's directors, supervisors and senior managers, Fujian Longma Environmental Sanitation Equipment Co.Ltd(603686) share price continued to decline, from 23.83 yuan / share on August 1 to 15.75 yuan / share at present.
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