April 6th (Wednesday), the main contents of today’s headlines are:
China Securities Journal
Revise relevant provisions on overseas listing and improve cross-border regulatory cooperation arrangements
The CSRC recently announced the provisions on strengthening the confidentiality and archives management related to overseas securities issuance and listing of domestic enterprises (Draft for comments) (hereinafter referred to as the provisions). The person in charge of relevant departments of the CSRC said that the CSRC firmly supports enterprises to choose the place of listing according to their own wishes. The revision aims to further strengthen the confidentiality and file management related to overseas issuance and listing of domestic enterprises, clarify the information security responsibilities of listed companies, maintain national information security, reduce unnecessary confidential sensitive information into the working paper, improve the efficiency of cross-border regulatory cooperation, reflect the concept of overall openness and security, and promote the orderly development of overseas securities issuance and listing activities of Chinese enterprises.
The pilot of digital RMB will be expanded again, and the application scenario is expected to continue to expand
The Symposium on digital RMB R & D pilot held by the people’s Bank of China recently requires that the pilot scope be expanded in an orderly manner. On the basis of the existing pilot areas, six cities hosting the Asian Games in Tianjin, Chongqing, Guangzhou in Guangdong Province, Fuzhou and Xiamen in Fujian Province and Zhejiang Province are added as pilot areas. Beijing and Zhangjiakou in Hebei Province will host the 2022 Beijing Winter Olympics After the pilot of the winter Paralympic Games, it will be turned into a pilot area.
CSRC: optimize the supervision and service of private equity funds and further reduce the number of gold exchanges
The 2022 private equity fund and regional equity market supervision, crackdown and liquidation work conference held by the CSRC recently stressed that we should improve the supervision rules of private equity funds and optimize the supervision and services of private equity funds; Further reduce the number of gold exchanges, steadily resolve stock risks, and start the special rectification of “fake gold exchanges”.
More than 1200 A-share annual reports appeared, and more than 70% of the company’s net profit increased and cash dividends became “standard”
As of April 5, when the reporter of China Securities Journal published the report, 1243 A-share listed companies had disclosed the annual report of 2021. Data show that nearly 90% of the companies achieved year-on-year growth in operating revenue, and more than 70% of the companies achieved year-on-year growth in net profit. 947 companies disclosed their profit distribution plans for 2021, of which 943 planned to pay cash dividends. Cash dividend has become the “standard allocation” of profit distribution of A-share listed companies
Shanghai Securities News
The first anniversary of the new main board of Shenzhen Stock Exchange delivered the answer sheet: “ten more” to help the real economy make progress in stability and improve quality in progress
On April 6, 2022, the first anniversary of the merger of the original main board and the small and medium-sized board of Shenzhen Stock Exchange. In the past year, the new main board of Shenzhen Stock Exchange has restored its “hematopoietic” function: 28 enterprises landed on the main board through IPO, with a total financing of more than 23 billion yuan, 1493 new main board companies and a market value of more than 22 trillion yuan.
Reduce taxes and fees, introduce “living water” to ensure supply and stabilize prices, promote investment, and release “stabilizing industry” policies and measures in many places
In the past two weeks, more than 10 provinces including Anhui, Guangdong, Guangxi and Hunan have issued measures to stabilize industrial growth, making full efforts in terms of tax reduction and fee reduction, ensuring supply and price stability, and expanding investment, so as to ensure that the industrial economy operates within a reasonable range in the second quarter.
Expansion of digital RMB pilot areas
The Symposium on the pilot work of digital RMB research and Development held by the people’s Bank of China recently revealed that the pilot scope of digital RMB should be expanded in an orderly manner, and six cities hosting the Asian Games in Tianjin, Chongqing, Guangzhou, Guangdong Province, Fuzhou and Xiamen, Fujian Province and Zhejiang Province should be added to the existing pilot areas. Beijing and Zhangjiakou, Hebei Province will host the 2022 Beijing Winter Olympics After the pilot of the winter Paralympic Games, it will be turned into a pilot area.
The CSRC and other four departments will solicit opinions on the revision of relevant provisions to maintain national information security, and the confidentiality provisions for overseas listing will be adjusted
According to the official website of the CSRC, the CSRC, together with the Ministry of finance, the state security administration and the state archives administration, revised the provisions on strengthening the confidentiality and archives management related to overseas securities issuance and listing (hereinafter referred to as the provisions), and solicited opinions from the society from April 2
Securities Times
In the first quarter, 948 million tons of railway goods were sent, an increase of 2.8%
The reporter learned from China National Railway Group Co., Ltd. on the 5th that in the first quarter of this year, the national railway delivered 948 million tons of goods, an increase of 25.87 million tons or 2.8% year-on-year.
Policy blowing warm wind in the second quarter or cash window period
As of March 31, seven cities including Beijing, Fuzhou, Qingdao, Hefei, Xiamen, Chongqing and Wuhan have completed the first round of centralized land supply in 2022; The property market in hot cities such as Beijing, Hefei and Xiamen has warmed up.
183 companies reported nearly 90% of the results in the first quarter
As of the evening of April 5, 183 A-share companies had taken the initiative to reveal the results of the first quarter of this year, with a pre happy proportion of 86.89%. According to the forecast of the first quarterly report, the prosperity of basic chemical, pharmaceutical and biological, mechanical equipment and electronics industries is high, the new energy lithium battery industry chain continues to be hot, and the performance of national defense and military industry exceeds expectations. Specifically, at the company level, Cosco Shipping Holdings Co.Ltd(601919) , Kweichow Moutai Co.Ltd(600519) achieved a scale net profit of 10 billion in the first quarter of this year, the pre increase of Zhejiang Damon Technology Co.Ltd(688360) performance of science and Innovation Board Company reached more than 34 times, and the increase of Sichuan Yahua Industrial Group Co.Ltd(002497) performance exceeded 10 times.
A small step in the merger of the two boards and a big step in the deep reform of the capital market
Following the successful implementation of the gem reform and the pilot registration system, this is an important measure to further promote the stock reform of the capital market. It is an important arrangement to comprehensively deepen the reform of the capital market and give full play to the hub function of the capital market. It is of great significance to enhance the ability of the capital market to serve the real economy
Securities Daily
The rules related to overseas listing of enterprises welcome revision, and cross-border regulatory cooperation has been further promoted, which has been guaranteed by important systems
On April 2, the CSRC publicly solicited opinions on the provisions on strengthening the confidentiality and archives management related to overseas securities issuance and listing of domestic enterprises (Draft for comments) (hereinafter referred to as the provisions), provided clearer guidelines for the confidentiality and archives management related to overseas listing, clarified the main responsibilities of information security of listed companies, and improved cross-border regulatory cooperation arrangements, Provide institutional guarantee for safe and efficient cross-border regulatory cooperation.
Agency forecast: GDP growth in the first quarter was about 5.1%, and infrastructure investment continued to develop
Recently, a number of institutions announced the GDP forecast value of the first quarter. On the whole, the forecast value of 13 institutions for the GDP growth of the first quarter is between 4.7% and 5.4%, with an average forecast value of 5.1% and a median value of 5%.
227 listed companies touched the delisting red line, involving major illegal enterprises, accounting for nearly half
Since this year, many companies have announced the risks related to the termination of listing.
For example, Egls Co.Ltd(002619) because the share price is lower than 1 yuan for 20 consecutive trading days, it touches the transaction delisting; Delisting Xinyi received the decision to terminate the listing of shares issued by Shanghai stock exchange due to the implementation measures for compulsory delisting due to major violations Great Wall International Acg Co.Ltd(000835) after the release of the annual report, it is suggested that there is a risk of termination of listing and suspension of trading.
The rise in the price of raw materials is conducted layer by layer, and the listed companies respond calmly when they see the move
The rise in the price of raw materials for new energy vehicles is triggering a series of chain reactions from top to bottom, perplexing participants in the whole industry. Under the pressure of cost, power battery enterprises have to change the price negotiation rules and set prices Quarterly; Vehicle manufacturers are busy negotiating prices with power battery enterprises while easing cost pressure by raising product prices; Consumers need to buy new energy vehicles at higher prices
people’s daily
Enterprise power consumption data can be used to apply for loans. Guangdong pilot public data asset voucher reform
In November 2021, Jiangmen Municipal Bureau of Public Insurance launched the “basic data voucher for the reform of Jiangmen Municipal Bureau of public insurance” and the first attempt to connect the data of Jiangmen Municipal Bureau of public insurance with the data of Jiangmen Municipal Bureau of public insurance
first finance
From natural gas to aircraft leasing, Russia expands the ruble settlement order to kill two birds with one stone
At the end of March, in response to the sanctions imposed by the West on Russia on the situation in Ukraine, the Russian government took the lead in bringing the indispensable natural gas transactions of most European countries into the ruble settlement category for “pilot”. After a week of preparation time, the new mechanism of “ruble settlement” officially appeared on the international stage.
Really expand production or shout slogans? The investment and construction funds of power battery enterprises exceeded 200 billion in the first quarter
Since last year, the problem of tight power battery supply has begun to emerge. Now this situation has not been broken, and many power battery enterprises are in full production Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , honeycomb energy, Gotion High-Tech Co.Ltd(002074) and many other power battery enterprises have been reported to expand their production one after another. According to incomplete statistics of starting point lithium electric big data, in the first quarter of this year alone, Byd Company Limited(002594) , Sunwoda Electronic Co.Ltd(300207) , China Innovation airlines, Eve Energy Co.Ltd(300014) , Jiewei power and other battery enterprises successively announced a number of new investment and construction projects, with an overall investment and construction capital of 228.77 billion yuan and an annual construction capacity of 620gwh
economic reference
The national development and Reform Commission thoroughly studied and judged the economic situation in the first quarter
The reporter of the economic information daily learned that recently, the national development and Reform Commission has carried out intensive investigation, and the local development and reform commissions have also successively held analysis symposiums to study and judge the economic operation in the first quarter and deploy the key work in the next step. According to the signals released by these meetings, the economy had a good start in the first quarter, but due to the impact of the epidemic and external factors, the pressure for steady growth is still large. In the next stage, maintaining steady industrial growth, focusing on projects, stabilizing investment, supporting enterprises and relieving poverty are still the top priorities.
On the first anniversary of the merger of Shenzhen Stock Exchange and Shenzhen Stock Exchange, there are nearly 1500 main boards with a total market value of more than 22 trillion yuan
As of April 6, one year has passed since the formal merger of Shenzhen main board and small and medium-sized board. Relevant statistics show that in the past year, 28 enterprises have landed on the Shenzhen main board through IPO, raising a total of more than 23 billion yuan; The cumulative financing and transactions of IPO, refinancing, M & A and reorganization involve more than 660 companies, with a total amount of more than 730 billion yuan; Nearly 1500 main board companies have a total market value of more than 22 trillion yuan. Insiders pointed out that after the merger of the two boards, the issuance and listing function of the new main board has been restored, the market vitality and toughness have been greatly improved, and the functions of direct financing and resource allocation have become more and more unblocked. The Shenzhen Stock Exchange has formed a “main board + gem” market system, further improved the efficiency of market-oriented allocation of capital factors, and further enhanced its ability to serve the real economy and support national development strategies.
