On Friday, May 24th, the main contents of today’s headlines are as follows:
Media name front page headlines
Liu Guoqiang, vice president of the people’s Bank of China, China Securities Journal: rich experience in dealing with exchange rate fluctuations and sufficient reserves of policy tools
Shanghai Securities News the central bank has repeatedly said that there is no “accident” in the exchange rate market
Liu Guoqiang, deputy governor of the Central Bank of the securities times and deputy director of the office of the financial commission of the State Council, said: the exchange rate market is stable and there is no and no “accident”
Securities Daily central bank: the exchange rate market is stable and no “accident” is allowed
21st Century Business Herald brokerage asset management repair bridgehead science and technology innovation board fof is ready
Economic information daily Yangtze River Delta will build “one pole, three areas and one highland” and plan a number of major projects and major projects
Opinions of the CPC Central Committee and the State Council on establishing a land spatial planning system and supervising its implementation
China Securities Journal ( zone )
Liu Guoqiang, vice president of the people’s Bank of China: rich experience in dealing with exchange rate fluctuations and sufficient reserves of policy tools
On the 23rd, Liu Guoqiang, vice president of the people’s Bank of China and deputy director of the office of the financial stability and Development Commission of the State Council, said in an interview with the financial times that good economic fundamentals will continue to provide fundamental support for the RMB exchange rate. “We are no stranger to exchange rate fluctuations. In recent years, we have accumulated rich experience in dealing with exchange rate fluctuations and have sufficient reserves of policy tools. We will further strengthen macro Prudential Management and stabilize market expectations.”
nearly 20 science and Innovation Board acceptance enterprises involved in semiconductor integrated circuits
There are more than 100 enterprises accepted by Kechuang board, including about 20 enterprises in the field of semiconductor and integrated circuit, involving design, manufacturing, equipment and materials, almost covering the whole industry chain of the industry. Some securities analysts suggested that in the information disclosure, enterprises should focus on the disclosure of product technology iteration, competition pattern, details of the purpose of R & D expenses and transformation efficiency.
the initial market entry strategy of several bank financial management subsidiaries or focus on passive investment
China Securities News reporter learned that, in addition to ICBC financial management and CCB financial management, another financial subsidiary of the Department of large banks approved to be established has recently submitted an application for opening, pending the approval of the regulatory authorities.
two pronged approach to equity and debt financing securities companies attack heavy asset business
Recently, the CSRC approved the IPO application of Hongta Securities Co.Ltd(601236) , and the 10-year IPO journey of Hongta Securities Co.Ltd(601236) is coming to a perfect end. In fact, in recent years, a number of securities companies have raised funds through listing, and many securities companies have supplemented their capital by issuing bonds. According to choice data, since 2018, six securities companies have completed IPOs in the A-share market, raising a total of 12.04 billion yuan; As of May 21, the scale of bonds (including securities corporate bonds and short-term financing bonds of securities companies) issued by securities companies this year reached 344.12 billion yuan, a year-on-year increase of 22.28%.
Shanghai Securities News (special area)
the central bank has repeatedly said that there is no and no “accident” in the exchange rate market
Liu Guoqiang, vice president of the people’s Bank of China and deputy director of the office of the financial stability and Development Commission of the State Council, said in an interview with the financial times on May 23 that the RMB exchange rate has depreciated to a certain extent. It should be said that the reaction of exchange rate to market expectation is not only the internal logic of market economy, but also the embodiment of the role of exchange rate as an “automatic stabilizer” of macroeconomic and balance of payments. At present, although there are some occasional overshoot of the exchange rate, the market situation is stable and there is no and no “accident”.
chief research and judgment of securities companies: Coke outlook after short-term adjustment of A-Shares
For the recent A-share market adjustment to a certain extent, Zhongtai Securities Co.Ltd(600918) chief economist Li Xunlei expressed his latest view that this is only a short-term market fluctuation and will not change the long-term upward trend. Li Chao, chief macro researcher of Huatai Securities Co.Ltd(601688) also believes that under the logic of value revaluation, we should remain relatively optimistic about the stock market. If the US dollar weakens in the second half of the year, international capital may increase the allocation of RMB core assets, and the stock market will usher in a new rise at that time.
private banks expand again every two years, and listed companies support
After more than two years, another private bank was approved for preparation. On May 23, the official website of Zhengbang Group Co., Ltd. (hereinafter referred to as Zhengbang group) released the announcement that Jiangxi Yumin bank obtained the approval of the preparation of the China Banking and Insurance Regulatory Commission. If successfully opened, Jiangxi Yumin bank will become the first private bank in Jiangxi Province and the 18th approved private bank in China. Does this also mean that the “camp” of private banks will usher in a new force?
hengwanbi won the top three of listed real estate enterprises in succession, and the aggregation trend remains unchanged
On May 23, the list of top 100 Chinese real estate listed companies in 2019 was announced. According to the newly released Research Report on the evaluation of China’s listed real estate companies in 2019, China Evergrande, China Vanke Co.Ltd(000002) and country garden won the top three positions successively, and Poly Real estate, China overseas development, rongchuang China, Longhu group, Seazen Holdings Co.Ltd(601155) , China Resources Land and R & F real estate ranked 4-10 respectively.
Securities Times (special area)
Liu Guoqiang, vice president of the central bank and deputy director of the office of the financial commission of the State Council, said: the exchange rate market is stable and there is no and no “accident”
The central bank’s attitude towards maintaining exchange rate stability has become more and more clear. Following pan Gongsheng, deputy governor of the central bank and director of the State Administration of foreign exchange, who “shouted” to stabilize the exchange rate, after only four days, another deputy governor of the central bank said that he “has the conditions, ability and confidence to maintain the basic stability of the RMB exchange rate at a reasonable and balanced level”.
Shenzhen Capstone Industrial Co.Ltd(000038) violence hinders the law enforcement of CSRC inspectors
The listed company, as the object of supervision, unexpectedly used violence to hinder the law enforcement of the inspectors of the CSRC, which can be relieved only after calling the police. On the afternoon of May 22, such an amazing scene really happened in Shenzhen Capstone Industrial Co.Ltd(000038) .
Two years after the “suspension”, the first private bank in Jiangxi was restarted and approved to build
Two years later, the camp of private banks welcomed the new army. On May 23, the reporter of the securities times learned that the 18th private bank in China spent in Jiangxi. Jiangxi Yumin bank, the first private bank in Jiangxi Province initiated by Zhengbang group, was officially approved by the CBRC.
Jingnan e-commerce “meat cutting” Xinlong Holding (Group) Company Ltd(000955) Caida Securities Co.Ltd(600906) collective plan takeover
A year ago, Jiangsu Jingnan e-commerce logistics Industrial Park Co., Ltd. raised a high premium Xinlong Holding (Group) Company Ltd(000955) (000955). As everyone knows, Jingnan e-commerce, which was full of confidence at the beginning, “cut meat” the shares in its hands a year later.
Securities Daily (special area)
central bank: the exchange rate market is stable and there is no “accident”
On May 23, Liu Guoqiang, vice president of the people’s Bank of China and deputy director of the office of the financial stability and Development Commission of the State Council, said that recently, the RMB exchange rate has depreciated to a certain extent. It should be said that the reaction of exchange rate to market expectation is not only the internal logic of market economy, but also the embodiment of the role of exchange rate as an “automatic stabilizer” of macroeconomic and balance of payments. At present, although there are some occasional overshoot of the exchange rate, the market situation is stable and there is no and no “accident”.
in recent January, 68 fund companies increased 516 equity fund positions by more than 90%
From April 24 to May 23, the Shanghai Composite Index pulled back 10.82% a month. The reporter of Securities Daily found that the position change of equity funds in the same period just reflects that the fund companies still have expectations for the adjusted market in the future. It is embodied in two aspects: first, for equity funds with relatively high position allocation for a long time, the position of equity funds with holding positions between 90% and 95% has little change; Second, some equity funds with low shareholding positions have increased their positions rapidly in the past month.
the proportion of venture capital equity investment is generally 15% – 25%, and many insurance enterprises say they have not received the notice to increase the proportion of investment
Recently, it was reported that “the CBRC is actively studying and revising the upper limit of the proportion of insurance funds investing in equity assets, and plans to further increase it to 40% on the basis of the current 30%”. In this regard, the reporter of Securities Daily asked for confirmation from a number of insurance enterprises, all of which said that they had not received the notice or draft for comments.
deduction of non net profit Xi’An Tian He Defense Technology Co.Ltd(300397) was inquired by Shenzhen Stock Exchange
Benefiting from the 5g concept, Xi’An Tian He Defense Technology Co.Ltd(300397) has recently become a hot spot in the market. Its stock price soared from about 8 yuan to 29.49 yuan after the Spring Festival. At present, it is still rising against the trend and closed at the limit on May 22. However, this “favorite” sought after by the market has recently been questioned by the Shenzhen stock exchange due to the disclosure of the annual report. The problems mainly involve the negative deduction of non net profit for four consecutive years, the decrease of revenue and the increase of accounts receivable, as well as some investment cooperation agreements disclosed in the previous two years.
people’s daily
several opinions of the CPC Central Committee and the State Council on establishing a land spatial planning system and supervising its implementation
Land spatial planning is the guide of national spatial development, the spatial blueprint of sustainable development, and the basic basis of all kinds of development, protection and construction activities. It is a major deployment made by the CPC Central Committee and the State Council to establish a land spatial planning system and supervise its implementation, integrate the spatial planning of main functional areas, land use planning and urban and rural planning into a unified land spatial planning, realize “multi regulation and integration”, and strengthen the guidance and restraint of land spatial planning on various special plans.
economic reference daily
the Yangtze River Delta will build “one pole, three areas and one highland” and plan a number of major projects and major projects
On May 23, the first Yangtze River Delta high level Forum on integrated development officially closed. The reporter of economic information daily learned from the meeting that the Yangtze River Delta region will play a more important role and mission in the overall situation of national reform and development. The forthcoming outline of the Yangtze River Delta regional integration development plan has made a new strategic positioning for the regional development of the Yangtze River Delta – “one pole, three areas and one highland”.
reform of key links to stimulate the vitality of micro subjects
Since the beginning of the year, the changes in indicators such as GDP, employment, CPI, balance of payments and household income show that China’s economy is running within a reasonable range and has made a good start. It is worth noting that the uncertainty of the current external environment increases, which may cause significant disturbance to the economic operation. In order to ensure that the economy operates within a reasonable range, we should focus on the continuous deepening of reform in key areas, actively improve the business environment in China’s market, fully mobilize the enthusiasm and creativity of major microeconomic subjects, and promote high-quality economic development.
21st Century Business Herald
the information management of securities companies is ready to repair the bridgehead of science and Innovation Board fof
The 21st Century Business Herald reporter learned exclusively that recently, the asset management departments of some securities companies are preparing fof small collection asset management products for science and innovation board or science and innovation theme fund as the main investment target; It is worth mentioning that, due to the private placement nature of such products, there is still an investment threshold of 1 million.
stock index futures expand the opening-up and “speed up” overseas institutions to actively develop quantitative investment strategies
The reporter learned from many sources that at present, relevant departments are also collecting opinions from all parties to continuously improve and optimize the stock index futures trading system to meet the needs of quantitative trading and hedging investment of overseas investment institutions.
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( East Money Information Co.Ltd(300059) Securities Research Institute)
