China Securities Journal ( zone )
3539 listed companies’ net profit in the first half of the year increased by 14.39%, and the performance of industries such as steel, building materials and commercial trade was eye-catching
As of August 30, at the time of press release, 3539 listed companies in Shanghai and Shenzhen had released semi annual results. In the first half of the year, these companies achieved a total revenue of 20.8 trillion yuan, a year-on-year increase of 12.81%; The net profit was 1.96 trillion yuan, a year-on-year increase of 14.39%. Excluding financial enterprises, the net profit increased by 14.88% year-on-year.
nearly half of the A-share listed banks maintained double-digit net profit growth in the first half of the year, and credit is expected to accelerate the flow to infrastructure small and micro fields in the second half of the year
As of August 31, the semi annual reports of 26 A-share listed banks have been disclosed. According to the statistics of China Securities Journal, in the first half of the year, the listed banks realized a total net profit attributable to the shareholders of the parent company of 826.67 billion yuan, a year-on-year increase of 6.49% and a daily profit of 4.567 billion yuan. Among them, the net profit of 12 banks achieved double-digit growth. A number of bank executives disclosed at the performance briefing that in the second half of the year, they will increase the investment of credit funds to ensure effective financing needs such as local infrastructure and financing of small, medium and micro enterprises.
“land volume” appears frequently, and the timing of long-term layout is approaching
In the 13 trading days since August 14, the total daily turnover of Shanghai and Shenzhen stock markets exceeded 300 billion yuan only on August 27. Meanwhile, since this year, more than 200 stocks have fallen by more than 50%, and more than 2200 stocks have fallen by more than 20%. Analysts pointed out that after continuous adjustment of the stock index, the valuation advantages of heavyweights are prominent. From the historical data, the current overall valuation level of A-Shares is low, which is attractive for long-term funds.
Shanghai Sk Petroleum And Chemical Equipment Corporation Ltd(002278) the dispute over control was settled, and Zhongman became the winner
On August 30, Shanghai Sk Petroleum And Chemical Equipment Corporation Ltd(002278) held the first extraordinary general meeting of shareholders in 2018 and elected a new board of directors, bringing to an end the protracted dispute over the control of the company. The reporter of China Securities Journal learned from the shareholders’ meeting that the original management of the company and Zhongman Department became the winners, the board seats of Li Fangying, chairman of the company, and others were retained, and Li Chundi and Zhu Fengxue nominated by Zhongman department were added as non independent directors, and Yuan Lang was independent director. Only one of Gu Zheng, the former chairman of Yingye culture and the company, entered the board of directors.
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Shanghai Securities News (special area)
transportation infrastructure is still the focus of the new top-level planning of western development
The western development is about to enter the third decade, and the new top-level plan is expected to be accelerated. Xiao Weiming, inspector of the Western Development Department of the national development and Reform Commission, revealed yesterday that the development and Reform Commission is taking the lead in studying and drafting guidance on promoting the western development in the new era and forming a new pattern.
the semi annual report shows the “preliminary results” that real estate enterprises have entered a new round of diversified competition
On August 28, in Hong Kong, Evergrande held a performance press conference for the first half of the year. The net debt ratio dropped by more than 30 percentage points in the first half of the year, which became a “proud” highlight of the company; Also on August 28, Faraday future held a ceremony in California to announce that the first pre production vehicle of ff91 was offline. 16 time zones apart, between the two press conferences, there is a “addition and subtraction method” of real estate giants.
China has a broad market space for IPv6 deployment and acceleration
The scale deployment of IPv6 is the inevitable trend of the development of network information technology and the evolution and upgrading of the Internet. Previously, the Ministry of industry and information technology issued a notice focusing on the deployment of specific objectives, task arrangements and safeguard measures for IPv6 scale deployment in 2018, and also allocated specific IPv6 user indicators to the three major operators. The Ministry of industry and information technology requires China Telecom Corporation Limited(601728) users to be no less than 10 million, China mobile users to be no less than 30 million, and China United Network Communications Limited(600050) users to be no less than 10 million.
the “breakthrough” failed and the reorganization failed. The delisting risk of Zhonghong shares increased
Zhonghong shares, which is in the vortex of public opinion, failed to continue the momentum of rapid progress, and the shell protection distance close to it was further extended again. On the evening of August 30, in response to the attention letter issued by the exchange on the same day, Zhonghong shares said that the debt restructuring agreement “has been substantially terminated”.
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Securities Times (special area)
semi annual report disclosure ends nearly 70% of listed companies
After the disclosure of the 2018 semi annual report, the overall performance of the listed companies maintained good performance, reflecting the situation of the real economy to a certain extent. As of press time, 3425 A-share listed companies have disclosed their 2018 semi annual reports, and 2260 companies have achieved net profit growth, accounting for 66%.
6 consumer finance subsidiaries earned 900 million in half a year, and self operated consumer loans increased significantly
The successive semi annual reports can piece together the panorama of the bank’s consumer finance layout from two levels: first, the performance of its consumer finance subsidiaries; Second, the growth of bank self operated consumer loans. It is worth mentioning that these banks are consumer finance companies. After the first two years of system investment, they gradually began to turn losses into profits.
the OTC option business will establish a unified regulatory standard
Since this year, derivatives business has become a new business growth point in the securities and futures market. At yesterday’s “2018 institutional commodity derivatives forum”, relevant principals from the futures Department of CSRC, China Securities Industry Association, China Securities Investment Fund Industry Association and China Futures Industry Association elaborated on the situation of derivatives business and the focus of next development.
where is the boundary of St Changsheng’s “ground Sky board” investor protection?
After setting a new record of 33 consecutive A-share limits in the morning, St Changsheng then had a magical reversal. As of yesterday’s closing, the share price rose by the limit of 3.43 yuan, the turnover was nearly 500 million yuan, and the daily turnover rate was as high as 37.33%. If the shares held by the locked actual controller are excluded, the turnover rate of the actual circulating shares will be higher.
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Securities Daily (special area)
Li Keqiang presided over the deployment of the executive meeting of the State Council. It is expected that the tax burden of enterprises will be reduced by more than 45 billion yuan
According to chinagov.com, Premier Li Keqiang chaired an executive meeting of the State Council on August 30, listened to the report on the implementation of tax and fee reduction policies and measures this year, and decided to promote new measures to support the development of the real economy; We will deploy and improve the national essential drug system, ensure the people’s demand for basic drugs and reduce the burden of drug costs.
the countdown of “entering the rich” of A-Shares is 100 billion yuan, and the incremental capital is waiting
The internationalization process of A-Shares has accelerated, and more international index giants plan to throw out “olive branches” to a shares. Recently, mark Makepeace, CEO of FTSE Russell, an index provider, publicly said that if FTSE Russell decides to include A-Shares in its flagship index next month (September), the weight given to A-Shares by FTSE Russell international index may be higher than that given by competitor MSCI. Analysts said that 100 billion yuan of incremental funds have been waiting outside the A-share market.
32 listed securities companies closed the semi annual report Citic Securities Company Limited(600030) and won the double champion of revenue and net profit
As of yesterday evening, all the semi annual reports of listed securities companies had been closed. In the first half of this year, the commercial performance of 32 A-share listed bonds was slightly tarnished, and the total revenue and net profit were 121.944 billion yuan and 34.023 billion yuan respectively, down 7.95% and 23.1% year-on-year respectively. Among them, only five listed securities companies achieved double growth in revenue and net profit.
broke up with Pfizer for more than 9 months Zhejiang Hisun Pharmaceutical Co.Ltd(600267) reappeared the stock out phenomenon
A letter to experts – Communication note on ruiyining’s temporary shortage of supply (hereinafter referred to as “communication note”) exclusively obtained by the reporter of Securities Daily shows that ruiyining semi-finished drugs are produced by Pfizer’s Puerto Rico factory, which has been seriously damaged by Hurricane Maria. At present, production in Puerto Rico’s factories is steadily recovering. During this transition period, the supply of ruiyining finished products in the Chinese market is tight to a certain extent, which is expected to last for 2 to 3 months from now.
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