On Thursday, June 13th, the main contents of today’s headlines are as follows:
Media name front page headlines
The China Securities Journal is planning to introduce the equity incentive practical operation plan of listed companies controlled by central enterprises
Shanghai Securities Journal capital market enters the “time of science and Innovation Board”
Securities Times State Council: expanding opening to the outside world and expanding diversified international markets
Securities Daily: a new starting point for rejuvenating and strengthening China’s economy
In the 21st century economic report, the central office and the State Council Office issued a document to build a good scientific research Ecology: it is not allowed to unilaterally recruit talents with high salaries to prevent “hats” from flying all over the sky
The new round of policies to promote the high-quality development of private enterprises will be upgraded
People’s daily Li Keqiang presided over the executive meeting of the State Council
China Securities Journal ( zone )
The practical operation plan of equity incentive of listed companies controlled by central enterprises is brewing
With the acceleration of the mixed reform, how to establish and improve the long-term incentive and restraint mechanism at the level of listed companies of central enterprises and mobilize the enthusiasm of core talents has become an urgent problem to be solved. A reporter from China Securities News recently learned that the documents related to the implementation of equity incentive by listed companies controlled by central enterprises are soliciting opinions and are expected to speed up the introduction.
M2 grew steadily and the flexibility of monetary policy regulation increased
On the 12th, the people’s Bank of China released data. At the end of May, the balance of broad money (M2) was 189.12 trillion yuan, a year-on-year increase of 8.5%; In May, RMB loans increased by 1.18 trillion yuan, an increase of 31.3 billion yuan year-on-year; The scale of social financing increased by 1.4 trillion yuan, 446.6 billion yuan more than the same period last year. Many experts said that in the future, targeted precision drip irrigation is still the main way of counter cyclical regulation. At the same time, the flexibility of monetary policy regulation will be further increased.
CPI rose sharply in May and the annual high is looming
In May, CPI rose 2.7% year-on-year, the highest in 15 months, an increase of 0.2 percentage points over the previous month. Experts believe that the sharp rise in fresh fruit prices is the main reason for the expansion of the increase in May. CPI is expected to usher in a high point in May and June. In the future, when the core CPI is stable, the year-on-year increase will fall.
the performance of constituent stocks in the first anniversary of A-share “entering Morocco” exceeds the benchmark, and foreign investors are optimistic about the A-share market
In June 2018, the “participation of A-Shares in Morocco” officially took effect, and it has been one year since. From the data point of view, since this year, the performance of A-Shares included in MSCI has not only exceeded the global average, but also significantly better than the Hong Kong stocks and overseas listed Chinese stocks.
Shanghai Securities News (special area)
when the capital market enters the “science and Innovation Board”
Seven months! From November last year, the name of the “science and Innovation Board” first sounded on the Bank of the Huangpu River to June 5, the capital market witnessed the “speed of the science and Innovation Board”. On June 11, Shenzhen Chipscreen Biosciences Co.Ltd(688321) and other three participating companies submitted registration applications, which means that the issuance and registration procedure of science and Innovation Board was officially launched. Under the attention of the public, the capital market has entered the “time of science and Innovation Board”.
four questions and four answers have reached three! What is the ultimate focus of inquiry audit
One side is the question and answer, and the other is the acceleration of the meeting. With Advanced Micro-Fabrication Equipment Inc.China(688012) and Arcsoft Corporation Limited(688088) successively determining the “big test day”, the number of “four test candidates” in the conference list on the science and innovation board has increased to two. At the same time, the century space that has handed over the “four questions” is also becoming more and more clear, and it is gradually approaching the final deliberation of the Shanghai municipal Party committee.
the credit environment continued to improve. In May, the new social finance increased by nearly 50% year-on-year
According to the financial data of may released by the central bank on the 12th, the scale of social financing increased by 1.4 trillion yuan in May, 446.6 billion yuan more than the same period last year, with a year-on-year increase of 46.84%. Compared with last year, the improvement of financing mainly comes from the recovery of off balance sheet financing. In addition, the increase of on balance sheet loans and the accelerated issuance of bonds have also promoted the continuous improvement of the credit environment.
Haiyin “magic medicine”: is it a vaccine to prevent African classical swine fever or a “poison” to drive up the stock price?
“Jinzhu polysaccharide injection” with an effective prevention rate of “no less than 92%” has been successfully developed and is preparing for the production of African classical swine fever prevention and control vaccine – Guangdong Highsun Group Co.Ltd(000861) a paper announcement on the evening of June 11 was like thunder on the ground, which not only detonated its own stock price, but also pushed the company, African classical swine fever, vaccine development and other topics to the focus of public vision.
Securities Times (special area)
State Council: expand opening to the outside world and expand diversified international market
Premier Li Keqiang recently presided over an executive meeting of the State Council to deploy and speed up the construction of a social credit system and build a new mechanism for market supervision; Decides to further promote the facilitation of customs clearance and continuously optimize the business environment at the port; It is required to make greater efforts to open to the outside world and promote the diversified development of import and export.
the new credit and social finance in may met the expectations, and the investment willingness of enterprises needs to be strengthened
Analysts believe that the data of credit and social finance in may reflect that the impact of bank loan reversal in the first quarter has subsided. Although the demand for credit and social finance in May has recovered compared with that in April, the financing demand of the enterprise sector is still relatively low, especially the year-on-year decrease of medium and long-term loans, reflecting that the current economic operation is still under pressure, In the next stage, monetary policy is still expected to achieve structural easing on a sound tone, and there is some room for targeted RRR and interest rate cuts.
weakening inflation expectations and expanding counter cyclical adjustment policy space
According to the data released by the National Bureau of Statistics yesterday, the CPI (consumer price index) was flat month on month in May, with a year-on-year increase of 2.7%, a 15 month high. By analyzing the structural data, it can be found that the upward space of CPI in the later stage is limited, and the weakening of inflation expectation will provide space for the counter cyclical adjustment policy.
foreign holding fund companies are about to break the situation, and Da Mo is expected to take the lead
Foreign capital’s increased holdings of joint venture fund companies welcome substantive progress. Recently, the CSRC approved Shenzhen Zhaorong investment to transfer its equity of Morgan Stanley Huaxin Fund to Morgan Stanley International Holding Company (commonly known as “Da Mo” company in the financial industry). After the transfer and subscription, Morgan Stanley held 44% equity of the joint venture fund company and promoted to the first largest shareholder.
Securities Daily (special area)
a new starting point for rejuvenation and strengthening China’s economy
This year marks the 70th anniversary of the founding of new China. After 70 years of trials and hardships and 70 years of continuous struggle, new China has become more and more vigorous and stands tall in the east of the world. Today, China is the world’s second largest economy and the largest country in manufacturing, goods trade and foreign exchange reserves. In 2018, China’s total economy crossed the 90 trillion yuan mark, with a per capita GDP of nearly US $10000, an economic growth rate of 6.6%, ranking among the top in the world and contributing about 30% to world economic growth.
the first order of Shanghai London Stock connect is about to open, and China EU capital integration is driving into the fast lane
Since mid May, whether MSCI increased the proportion of China’s A-share target stocks or FTSE Russell index brought A-share into the investment vision, it shows that investors in the international financial market are more and more interested in A-share investment. In this context, the news of the Shanghai Luntong, which has not been seen for a long time, has also spread.
the net profit of securities companies in the first five months increased by more than 50% year-on-year, and the daily income of the top ten securities companies was 89 million yuan
Overall, the revenue and net profit of securities companies increased in the first five months of this year. The revenue of 50 securities companies reached 97.733 billion yuan, a year-on-year increase of 38.7%; The accumulated net profit reached 40.604 billion yuan, a year-on-year increase of 52.23%. The top 10 securities companies in terms of net profit made an average profit of 2.67 billion yuan per month and an average of 89 million yuan per day.
the actual controller left the site less than three years after entering the owner Shandong Yulong Gold Co.Ltd(601028) the new owner is not full-term
On June 11, Shandong Yulong Gold Co.Ltd(601028) announced that Lhasa Zhihe Technology Development Co., Ltd., the controlling shareholder of the company, planned to transfer 50% of its shares of Shandong Yulong Gold Co.Ltd(601028) to Shanghai houai Technology Co., Ltd., Ningbo Huanxi Industrial Co., Ltd., Lin Mingming and Wang Xiangyu, with a total transfer price of 2.748 billion yuan.
people’s daily
Li Keqiang presided over the executive meeting of the State Council
Premier Li Keqiang recently presided over an executive meeting of the State Council to deploy and speed up the construction of a social credit system and build a new mechanism for market supervision; Decides to further promote the facilitation of customs clearance and continuously optimize the business environment at the port; It is required to make greater efforts to open to the outside world and promote the diversified development of import and export.
economic reference daily
a new round of policies to promote the high-quality development of private enterprises will be upgraded
The reporter learned that on the basis of accelerating the implementation of the relief policies for private enterprises, many departments are launching a new round of research around the high-quality development of private enterprises, planning a package of major measures to promote the innovation and transformation of private enterprises, and will “blood transfusion” in terms of capital, technology and talents. We will timely launch the equity financing support tools for private enterprises, support private enterprises in preparing for the science and innovation board, introduce policies and measures to promote the innovation and development of scientific and technological small and medium-sized enterprises, and support key core technology research. In addition, opinions on supporting the reform and development of private enterprises will also be introduced.
State Council: strengthen credit supervision and break departmental monopoly and information “isolated island”
Premier Li Keqiang recently presided over an executive meeting of the State Council to deploy and speed up the construction of a social credit system and build a new mechanism for market supervision; Decides to further promote the facilitation of customs clearance and continuously optimize the business environment at the port; It is required to make greater efforts to open to the outside world and promote the diversified development of import and export.
21st Century Business Herald
the central office and the State Council Office issued a document to build a good scientific research Ecology: it is not allowed to recruit talents with high salaries one sidedly to prevent “hats” flying all over the sky
Recently, the general office of the CPC Central Committee and the general office of the State Council issued the opinions on further carrying forward the spirit of scientists and strengthening the construction of work style and study style, calling for accelerating the transformation of government functions and building a good scientific research ecology.
Kechuang board will enter the “inquiry time” mechanism to dispute the pricing of the first batch of enterprises
Different views have emerged in the industry on the valuation and pricing of the first batch of science and Innovation Board enterprises to be listed. The Scientific Innovation Board continues to move forward at a high speed. As of June 12, 6 enterprises have passed the review of the municipal Party Committee on the science and innovation board. The next most important step is inquiry and pricing.
open the scientific innovation board now > >
( East Money Information Co.Ltd(300059) Securities Research Institute)
