China Securities Journal ( zone )
the reform of state-owned enterprises was comprehensively promoted, and the third batch of pilot implementation plans for mixed reform were successively approved
The SASAC of the State Council held a media briefing on “innovating systems and mechanisms and enhancing enterprise vitality” on the 29th. Weng Jieming, deputy director of SASAC, said that at present, SASAC is stepping up efforts to improve the pilot work plan for the reorganization and reconstruction of state-owned capital investment and operation companies of central enterprises, and studying the inclusion of more qualified central enterprises into the pilot scope of state-owned capital investment companies. It is reported that the list of pilot enterprises of the second batch of state-owned capital investment and operation companies will be announced soon, and the scale may exceed that of the first batch. The implementation plans for the mixed reform of the third batch of pilot enterprises have also been approved one after another.
CBRC: improve differentiated real estate credit policy
The China Banking and Insurance Regulatory Commission held a teleconference on Banking and insurance supervision on the 29th. The meeting pointed out that we should continue to do a good job in preventing and resolving financial risks, further enhance the quality and efficiency of services for the real economy, and deepen the reform and opening up of the banking and insurance industries. We should further improve the differentiated real estate credit policy and resolutely curb the bubble of real estate.
the differentiation of proprietary performance intensifies, and securities companies seek opportunities for weak market investment
The latest position of securities companies’ proprietary trading has surfaced. As of the closing on August 29, the data showed that there were 223 stocks in the list of the top ten circulating stock shareholders, and there were self operated stocks of securities companies. On the whole, the proprietary equity investment style of securities companies is relatively diversified, and the performance of fixed income investment is relatively excellent. Affected by the market, the performance of self operated business of securities companies is obviously differentiated. Some securities companies have achieved self operated performance growth by increasing bond allocation and derivative hedging, but some securities companies have suffered heavy losses in self operated business.
Aotecar New Energy Technology Co.Ltd(002239) three bank accounts have been judicial frozen
On the evening of August 29, it was announced that two court summonses and notice of response were received, and three bank accounts of the company were frozen by justice. The company said that the company seals used in the loan contracts involved in the two lawsuits were suspected of forging seals. The company has reported the case to Nantong public security organ and applied to identify the authenticity of the contract seal.
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Shanghai Securities News (special area)
policy intensive introduction of environmental monitoring market or acceleration of large-scale
Recently, with the intensive introduction of a series of policies in the field of environmental monitoring, related industries may usher in a new round of development opportunities. In August this year, the Ministry of ecological environment issued the three-year action plan for quality supervision and inspection of ecological environment monitoring (2018-2020), which will take three years to carry out full coverage inspection on three types of subjects: ecological environment monitoring institutions, pollutant discharge units and operation and maintenance institutions, focusing on key areas such as Beijing Tianjin Hebei and its surrounding areas, the Yangtze River Delta, Fenwei plain, papermaking, thermal power, iron and steel Chemical industry, urban sewage treatment and other industries; The Ministry of ecological environment will also establish an information sharing mechanism with the market regulatory authorities to jointly manage China’s ecological environment monitoring institutions.
southward funds made a significant net outflow in August, and some a + H shares were bought against the trend
Since August, the net outflow of mainland funds (hereinafter referred to as southbound funds) allocated to Hong Kong stocks through Hong Kong stock connect has been HK $26.9 billion, which has been significantly reversed compared with the net inflow last month. However, some undervalued a + H shares have still been significantly increased by southbound funds. Analysts said that the reversal of capital flow is a normal phenomenon. In the long run, the allocation of Hong Kong stocks by mainland funds through Hong Kong stock connect is still the main trend.
The latest investment trace of certificate: a large increase in bank and insurance shares in the second quarter
In the first half of the year, A-Shares fell 13.9%, while banking and insurance stocks failed to survive. However, in the 2018 semi annual report of bank stocks and insurance stocks, the Shanghai Securities News found that in the second quarter, the securities and gold company still maintained a strong increase in holdings, and released a signal that it is optimistic about the future operating performance and value of listed banks and insurance companies through a substantial increase in holdings.
suspected to encounter “radish seal” Aotecar New Energy Technology Co.Ltd(002239) multiple bank accounts have been frozen
The current situation of Aotecar New Energy Technology Co.Ltd(002239) which has been suspended for several months and plans to enter lithium battery again can be described as “particularly poor” – continuous court summonses, freezing of some bank accounts, suspected forgery of the company’s official seal and corporate seal, or change of the company’s actual control.
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Securities Times (special area)
the fund made a profit of 21.5 billion yuan, and the total profit of goods based debt base exceeded 200 billion
According to the statistics of the financial data of the fund’s semi annual report, in the pattern of the ebb and flow of the stock and bond market in the first half of the year, the public funds made a total profit of 21.5 billion yuan, monetary funds and bond funds became the main source of profit, and the banking public companies that are good at fixed income business also ranked high in the “money making list”; Affected by the pressure of stock market adjustment, the losses of equity funds and hybrid funds also lead to the ranking of public offering companies with large equity business.
the pharmaceutical industry has handed in the best report card in the past 9 years, and the R & D investment is increased
The disclosure of the interim performance report is coming to an end, and most of the 287 companies in the medical industry have disclosed the interim report. As of August 29, according to the disclosed interim report data of 243 companies, the medical industry is the best period since 2010. The year-on-year growth of total operating revenue and net profit has entered the “2” era, with an increase of 21.25% and 24.74% respectively. Moreover, the growth rate of net profit exceeds the growth rate of revenue, indicating better profit growth.
SF joins the “circle of friends” of China Railway General Manager mixed reform
Following Geely and Tencent, the mixed reform of China Railway Corporation (hereinafter referred to as “China Railway Corporation”) has welcomed new private capital. This time, it is a leading enterprise in the express industry – S.F.Holding Co.Ltd(002352) . The reporter learned from China Railway General Manager that on August 29, China Railway Shunfeng International Express Co., Ltd., jointly established by China Railway General Manager and S.F.Holding Co.Ltd(002352) two “giants” in the transportation and logistics industry, was inaugurated and established in Shenzhen.
Zhonghong shares suffered a huge loss of 1.3 billion in the first half of the year, and the “earth and sky plate” showed a strong desire for survival
The drama of “reversal” and “counter attack” in the capital market is more wonderful than that in film and television dramas! The plot of “debt restructuring luoshengmen” by Zhonghong shares, Yinyi capital and JDB went through ups and downs. On August 29, the share price also “Rose” after the opening limit and closed at the limit, with a daily amplitude of 20.69%. According to the semi annual report released by Zhonghong shares in the evening, the real estate projects of this medium-sized real estate enterprise, which once had bright buildings in Beijing, were basically shut down. In the first half of the year, the main business income was 2.477 billion yuan, but the net loss was 1.33 billion yuan. At the same time, it is expected to lose about 2.1 billion yuan in the first three quarters of this year, while the profit in the first three quarters of last year was 82.6832 million yuan.
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Securities Daily (special area)
many ministries and commissions have spoken to accelerate the establishment of a long-term mechanism for the real estate market. Experts say the real estate tax is the highlight
Recently, a number of ministries and commissions have intensively released signals to speed up the establishment of a long-term mechanism for real estate. Experts believe that real estate tax is an important content. On August 28, he Lifeng, director of the national development and Reform Commission, said that eight key tasks should be done well in the second half of the year. Among them, it was proposed to firmly curb the rise of house prices and accelerate the establishment of a long-term mechanism to promote the steady and healthy development of the real estate market in terms of solidly and effectively promoting the three key battles; On the same day, Minister of Finance Liu Kun pointed out the key work arrangements in the next four aspects of finance, which proposed to accelerate the establishment of a long-term mechanism to promote the stable and healthy development of the real estate market in promoting the implementation of important reform measures.
the life insurance marketing force of the four insurance companies exceeded 4 million people, and the commission income of marketers decreased significantly
With the disclosure of the semi annual report of listed insurance companies, the situation of marketers concerned by the industry is also released. According to the statistics of the reporter of Securities Daily, the total number of life insurance marketers of the four listed insurance companies in the first half of this year was 4.068 million, of which, China Life Insurance Company Limited(601628) , New China Life Insurance Company Ltd(601336) decreased slightly compared with the beginning of the year, Ping An Insurance (Group) Company Of China Ltd(601318) life insurance marketers increased slightly, and the total manpower of China Pacific Insurance (Group) Co.Ltd(601601) did not have comparable data at the beginning of the year. It is noteworthy that in the first half of this year, the productivity and commission of marketers in insurance enterprises generally declined, which has affected the income of marketers.
Shenzhen sets a rent “limit board” and the detailed rules of the National Housing leasing policy will be issued
Since this year, the highest rent increase in Shenzhen has reached 30%. In this context, Shenzhen has adopted strict rent control, one house, one price and one adjustment every year, and the maximum annual growth rate of rent is no more than 5%. For non home buyers who have paid social security in Shenzhen for more than one year, they enter the queuing procedure after applying online.
LETV lost 1.1 billion yuan in the first half of the year, and its net assets were negative for the first time
On the evening of August 29, LETV announced its performance in the first half of 2018, saying that it achieved a revenue of 1 billion yuan, a year-on-year decrease of 82%; The net profit loss was 1.1 billion yuan, a year-on-year decrease of 73.36%. The total assets of the company are 17 billion yuan, and the net assets attributable to the shareholders of the listed company are -476 million yuan, which is the first time since the listing, and the net assets are negative.
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