As early as I knew, the northern capital swept up 32 billion goods in October, and was in a dilemma

category:Finance
 As early as I knew, the northern capital swept up 32 billion goods in October, and was in a dilemma


Central bank: as of the end of the third quarter, the scale of domestic stocks and bond assets held by overseas institutions and individuals reached a record high

According to the data released by the central bank, by the end of the three quarters, the assets of domestic stocks and bonds held by overseas institutions and individuals had reached 1768.554 billion yuan and 2184.075 billion yuan respectively, with a total holding of 3952.629 billion yuan, climbing for four consecutive months and reaching a record high.

A new round of financial report updates IPO suspension of several companies in science and Technology Innovation Board

Henan bancassurance Bureau: Working Group has been set up by provincial leaders of Yichuan agricultural commercial bank with overall risk control

Yang Jishi, the second level inspector of Henan banking and Insurance Regulatory Bureau, responded to the latest situation of Yichuan agricultural commercial bank run incident after the regular press conference of the banking and Insurance Regulatory Commission, saying that the provincial leaders have set up a working group and are properly handling it on site. At present, the overall risk is controllable and the solvency is sufficient. Yesterday afternoon, Kangfengli, the former Secretary of the Party committee and chairman of the board of directors of Yichuan agricultural and commercial bank, was suspected of serious violations of discipline and law, and is currently undergoing discipline review and supervision investigation by the supervision committee of Xinxiang Municipal Commission for Discipline Inspection. At present, Zhou Yongwei, deputy secretary of Yichuan County Party committee, serves as secretary of the Party committee. Previously, Luoyang Central Branch of the peoples Bank of China and Luoyang Branch of Bancassurance supervision also announced to respond to the concerns of depositors.

Shanghai free trade zone to explore new measures to support the development of offshore transfer trade

SAIC Volkswagen recalls some Passat cars

According to the State Administration of market supervision on March 31, SAIC Volkswagen Automobile Co., Ltd. recently filed a recall plan with SAIC, and decided to recall some domestic Passat vehicles produced between September 12, 2018 and March 22, 2019, totaling 293. It is reported that some vehicles within the scope of this recall have the problem of insufficient tightening torque of the connecting nut of the left steering tie rod. The connecting nut may loosen during the use of the vehicle, affecting the steering function of the vehicle, and there is a potential safety hazard.

On October 29, the central parity rate of the RMB against the US dollar rose 145 basis points to 7.0617 yuan, a new high since the end of August. On October 30, the central parity rate of RMB against the US dollar was 7.0582 yuan, an increase of 35 basis points compared with the previous trading day; on October 31, the central parity rate of RMB against the US dollar was 7.0533 yuan, an increase of 49 basis points compared with the previous trading day, achieving three consecutive increases.

More than 100 bank practitioners were disqualified during the year

In recent years, the regulatory authorities have been more and more strict in the compliance supervision of banking practitioners, and the bank managers should tighten the strings of compliance. According to the preliminary statistics of Securities Daily, up to the middle of October this year, in the administrative punishments issued and disclosed by the CIRC, there are 123 tickets related to the qualification, of which 102 bank employees have been disqualified, the vast majority of them come from bank branches and are mainly directors and supervisors of each Bank branch.

Market dynamics

Northbound capital continues to recharge A shares, with a net inflow of more than 200 billion yuan in the year

Since this year, the capital of northbound has continued to flow in net. According to the statistics of Dongfang wealth choice, the net purchase of northbound funds in October was 32.049 billion yuan, which has been the net inflow for five consecutive months; by the end of October, the total net inflow of northbound funds in the year was 218.311 billion yuan.

MSCI welcomes the largest expansion in history, and the capital of northbound enterprises sweeps up 32 billion goods in October

Shareholders of listed companies use ETF to reduce their holdings more and more frequently, and over purchase or meet strict supervision

Market summary

U.S. stocks fell 0.52% and trump put pressure on the Federal Reserve again

The three major U.S. stock indexes fell on Thursday as investors continued to digest the financial news, trade situation and the latest interest rate resolution of the Federal Reserve. By the end of the day, the Dow was down 140.46 points, or 0.52%, to 27046.23, the Nasdaq was down 0.14%, to 8292.36, and the S & P 500 was down 0.30%, to 3037.56. In October, the Dow and S & P rose 0.3% and 0.5% respectively, while the NASDAQ rose 0.6%.

Shanghai indexs low half year line support market lacks hot plate

A total of HK $85.085 billion was traded on the main board. The SOE index rose 54.15 points, or 0.52%, to 10533.24. In blue chips, Tencent holdings rose 1.45% to HK $320.80, Hong Kong exchange rose 1.66% to HK $245.00, China Mobile did not rise or fall to HK $63.80, and HSBC Holdings rose 0.51% to HK $59.50.

Industry news

Shanghai and Shenzhen listed companies made 11.685 billion yuan in net profit of 3.19 trillion in the first three quarters

9 science and technology innovation declaration enterprises financial information expired, suspended review and increased to 10

On the evening of October 31, the official website of the Shanghai Stock Exchange showed that 9 science and technology innovation boards were examining enterprises, and the financial information recorded in the application documents for IPO has expired and needs to be supplemented and submitted. In accordance with Article 64 (6) of the examination rules, the SSE suspended the examination of its issuance and listing.

MSCI is about to expand the capacity of Beishang capital to increase its holding of Baima shares

MSCIs last round of expansion plan in the year is expected to take effect before the end of November. After the implementation of the expansion plan, MSCI global index and MSCI Emerging Market Index will increase 0.22% and 1.44% respectively when they are included in the A-share weight.

The number of companies with revenue of 100 billion reached a new high in the third quarter, and the gross profit margin of 18 companies exceeded Maotai

In the first three quarters of this year, A-share listed companies achieved a total operating revenue of 35.83 trillion yuan, a year-on-year increase of 9.58%, and a net profit of 3.19 trillion yuan attributable to the parent company, a year-on-year increase of 7.34%. At the same time, the polarization of the profit level of listed companies is accelerating, and less than half of the listed companies have increased their revenue and net profit year on year.

Ministry of Education: to complete about 4000 national online first-class courses by 2021

The Ministry of Education issued the implementation opinions on the construction of first-class undergraduate courses. After three years or so, about 10000 national and 10000 provincial first-class undergraduate courses have been built, which is referred to as the double 10000 plan of first-class undergraduate courses. We have completed about 4000 national online first-class courses (National top-quality online open courses), about 4000 national offline first-class courses, about 6000 National online offline mixed first-class courses, about 1500 national virtual simulation experiment teaching first-class courses, and 1000 left right national social practice first-class courses.

Announcement summary

Green ecology: awarded 298 million yuan water environment comprehensive treatment project in advance

Green Ecology (002887) announced in the evening of October 31 that the company is the first candidate for winning the bid of Weihui Communist canal water environment comprehensive treatment project (EPC model), with a bid price of 298 million yuan and a total construction period of 730 days.

Jingsheng electromechanical (300316) announced in the evening of October 31 that the company is the first bid winner candidate for the first batch of equipment procurement package 1, package 2 and package 3 of the fifth phase of monocrystalline silicon material industrialization project for renewable energy solar cell of Inner Mongolia Zhonghuan xiexinxin photovoltaic materials Co., Ltd., with a total bid winning amount of 1.425 billion yuan, and the delivery period of 210 days after the signing of the contract.

Jinzhi Technology (002090) announced in the evening of October 31 that Jinzhi information, a wholly-owned subsidiary of the company, recently won the bid for a number of smart city projects such as Nanjing public security video monitoring construction networking application phase I video big data platform, with a total bid winning amount of 68.7401 million yuan, accounting for 4.1% of the companys total operating revenue in 2018. The above-mentioned bid winning projects mainly focus on intelligent public security, intelligent transportation, intelligent supervision, intelligent comprehensive management and other intelligent city professional fields in Nanjing.

Starlight agricultural machinery: Dachen system plans to reduce its shareholding by no more than 4%

Yunnan Baiyao: Ping An Life recently reduced 1% of the companys shares

Yunnan Baiyao (000538) announced in the evening of October 31 that Ping An life had recently reduced its shareholding in the company by 12.774 million shares, accounting for 1% of the total share capital of the company, and the shareholding ratio dropped to 5.85%. According to the reduction plan disclosed by Ping An Life on July 26, it plans to reduce its holding of no more than 3% of the companys shares within three months.

Taijing Technology (603738) announced in the evening of October 31 that Yu Xindong, Wang Dan, Yu Xinhui and Yu Huiling, the controlling shareholders and actual controllers of the company, planned to reduce their shares by no more than 6% of the companys current total share capital in the next six months; in addition, Wang bin and Wang Jintao, the directors and senior executives of the company, planned to reduce their shares by no more than 476000 shares, accounting for 0.28% of the companys total share capital respectively.

Shanghai Tianyang: shareholders plan to reduce their shares by no more than 1%

Shanghai Tianyang (603330) announced in the evening of October 31 that the company holds 5.43% of the shareholders orange investment, and plans to reduce its holding of no more than 1092000 shares, or no more than 1% of the companys total share capital, through centralized bidding within three months after 15 trading days.

Guangshengtang: one of the actual controllers intends to reduce the shareholding by no more than 1.28%

Guangshengtang (300436) announced in the evening of October 31 that Li Guodong, one of the actual controllers and director of the company, planned to reduce the total shares of the company by means of centralized bidding and block trading within six months (accounting for 1.28% of the total share capital of the company).

Tianxiang environment: No. 11 special asset management plan of Ruilong is planned to reduce its holding by no more than 2%

Tianxiang environment (300362) announced in the evening of October 31 that the companys 6.34% shareholder, Donghai Ruijing assets - Bank of Shanghai - Donghai Ruijing - Ruilong No.11 special asset management plan, intends to reduce the companys shares by means of centralized bidding and block trading within six months, i.e. no more than 8.7398 million shares, i.e. no more than 2% of the total share capital.

Yunnan Baiyao: hehe group plans to reduce no more than 1% of the companys shares

Yunnan Baiyao (000538) announced in the evening of October 31 that the companys 8.17% shareholder, East Yunnan hehe (Group) Co., Ltd., plans to reduce its holding of no more than 12.774 million shares, i.e. no more than 1% of the companys total share capital, by means of centralized bidding or block trading within three months after 15 trading days.

Camet gas: the controlling shareholder, actual controller, etc. plan to reduce their shares by no more than 3%

On the evening of October 31, KMT gas (002549) announced that as of September 30, the period of passive reduction of holding of haoxun technology, the controlling shareholder of the company, had expired, with a cumulative reduction of 2.48 million shares, accounting for 0.4% of the total share capital of the company. In order to alleviate the impact of high share pledge ratio on the company, haoxun technology, Zhu Enfu, the companys actual controller, and Xinan, Xinjiang, the concerted actor, plan to reduce the total number of shares held by the way of block trading and centralized bidding, which is no more than 18.71 million shares, or 3% of the companys total share capital.

Huarong shares (603855) announced in the evening of October 31 that shareholders and directors of the company, Li Miaohua, Lin Xianzhong and Li Jiang, planned to reduce their holdings of no more than 2.57 million shares, 2.052 million shares and 1.835 million shares in six months after 15 trading days, respectively, accounting for 0.776%, 0.620% and 0.554% of the total share capital of the company.

Aikang Technology: no more than 20.34 million shares to be reduced by controlling shareholders acting in concert

Aikang Technology (002610) announced in the evening on the 31st that Aikang investment, the concerted actor of the shareholders of the companys controlling shares, intends to reduce its holding of no more than 20.3412 million shares (accounting for 0.45% of the companys total share capital) by means of centralized bidding within six months after 15 trading days.

COSCO Haike: 10% equity of COSCO Shipping Group will be transferred to social security foundation

COSCO (002401) announced in the evening of October 31 that the state owned assets supervision and Administration Commission of the State Council transferred 10% of the shares of COSCO Shipping Group held by COSCO Shipping Group to the social security foundation for one-time holding, and COSCO Shipping Group is the indirect controlling shareholder of the company. This transfer without compensation will not result in the change of the controlling shareholder, indirect controlling shareholder and actual controller of the company.

Runda medical: the actual controller is changed to Hangzhou Xiacheng District Government

Daoming optics: Huizhou Nadi proposed optoelectronic functional film South China operation center

On the evening of October 31, Daoming optics (002632) announced that its subsidiary, Daoming Huawei, had successfully won the land use right of 20508 square meters of Dongsheng Village, Chenjiang street, Huizhou City with a total price of 17.75 million yuan. After winning the above-mentioned land-use right, the company is mainly used to build the South China operation center of new-type photoelectric functional film of Daoming optics, which provides a new profit growth point for the company.

Nanshan Holding Co., Ltd.: 1.2 billion yuan for residential land in Donghu Development Zone

Nanshan Holdings (002314) announced in the evening of October 31 that Wuhan Panlong, a wholly-owned subsidiary, won the use right of state-owned construction land of plot P (2019) 125 of Wuhan with 1.222 billion yuan. The plot is located in Donghu New Technology Development Zone, covering an area of 39500 square meters, which is residential land.

China CITIC Bank: the issuance of non fixed term capital bonds not exceeding 40 billion yuan has been approved by the CIRC

In the evening of October 31, China CITIC Bank (601998) announced that the company had received the reply from the China Banking Regulatory Commission on October 30, agreeing that the company would issue capital bonds of no more than 40 billion yuan without fixed term, and would be included in other Tier-1 capital of the company in accordance with relevant regulations.

Huaxintui: delisting tomorrow

Huaxintui (002018) announced on the evening of October 31 that the companys shares had been decided to terminate listing by Shenzhen Stock Exchange, and now the delisting consolidation period has ended, and will be delisted by Shenzhen Stock Exchange on November 1. On October 31, Huaxin retreated from trading limit to close at 26 yuan, with a market value of 592 million yuan.

Radio & TV: to acquire 60% equity of Shanghai ABB switch and Shanghai ABB Radio & TV respectively

Radio and television (601616) disclosed the draft of major asset purchase on the evening of October 31. The company plans to purchase 60% equity of CJV (Shanghai ABB switch Co., Ltd.) and 60% equity of EJV (Shanghai ABB radio and Television Co., Ltd.) held by ABB (China) through the payment of cash by subsidiaries, with the transaction price of 200 million yuan and 150 million yuan respectively. After the transaction, radio and television will hold the controlling rights of the above two companies. Through this restructuring, on the one hand, the company will add two important products: low-voltage frame circuit breaker and low-voltage transformer; on the other hand, the companys business will expand to high-end fields.

*St renle (002336) disclosed the results of Qujiang cultures tender offer on the evening of October 31. During the tender offer period, 214 accounts totaled 5038900 shares, accounting for 1.15% of the companys total share capital. Shares of the company resumed trading on November 1.

China Merchants Securities: H share allotment application approved by CSRC

China Merchants Securities (600999) announced in the evening of October 31 that the company received the reply issued by the CSRC and approved the company to allot no more than 294 million overseas listed foreign shares (H shares) to shareholders of overseas listed foreign shares, with a par value of 1 yuan per share, all of which are common shares.

Lisheng Pharmaceutical (002393) announced in the evening of October 31 that in order to implement the overall plan of Tianjin municipal government on the mixed reform of state-owned enterprises, pharmaceutical group, the indirect controlling shareholder of the company, intends to transfer 100% of its shares in Jinlian group to Bohai state-owned assets free of charge; at the same time, transfer 33% of the shares in Longteng Co., Ltd. indirectly held by Jinlian group to BVI, a wholly-owned overseas subsidiary of Pharmaceutical Group. After the transfer, the controlling shareholder of the company is still Jinhao company, the actual controller is still Tianjin SASAC, and the pharmaceutical group is no longer the indirect controlling shareholder of the company.

Kangsheng Co., Ltd. plans to join hands with Chengdu Chengtou energy group to build a new energy automobile enterprise

Kangsheng (002418) announced in the evening of October 31 that the company and Chengdu Chengtou Energy Investment Management Group Co., Ltd. signed the strategic cooperation agreement. In the next three to five years, the two sides will jointly build a new energy vehicle enterprise that is internationally leading and domestically first-class, with independent brand R & D in Chengdu. Specific cooperation contents include: energy group and Zhongzhi Yike, a wholly-owned subsidiary of Kangsheng Co., Ltd., plan to jointly build 25000 new energy commercial vehicle standardization plant projects, etc.

Harbin Pharmaceutical Co., Ltd.: metformin hydrochloride tablets pass the consistency evaluation of generic drugs

*St Xintong: the accumulated deducted capital has reached 80.7483 million yuan

Fosun medicine: the phase III clinical study of trastuzumab for injection has reached the preset primary end point

Fosun Pharmaceutical (600196) announced in the evening of October 31 that the phase III clinical study of trastuzumab for injection developed by Fuhong Hanlin, the holding subsidiary of the company, for the indication treatment of metastatic breast cancer has reached the preset main end point. In addition, the new drug hlx11 developed by Fuhong Hanlin and Hanlin pharmaceutical for the treatment of metastatic breast cancer and early breast cancer was accepted by the clinical trial registration review of the State Food and drug administration; the clinical trial application of fcn-647 capsule developed by fuchuang pharmaceutical, a holding subsidiary, for the treatment of recurrent or refractory B-lymphocyte malignant tumor was accepted by the registration review of the State Food and drug administration.

Omar Electric: 1.623% shares held by the actual controller are at risk of closing positions

On the evening of October 31, Omar electric appliances (002668) announced that Zhao Guodong, the controlling shareholder and the actual controller of the company, and Zhang Jiping had a private loan dispute, and Zhao Guodongs 17.595 million shares of Omar electric appliances (1.623% of the companys total share capital) were at risk of being closed out. Zhao Guodong directly holds 182 million shares of the company, accounting for 16.79% of the total share capital of the company. All shares of the company held by Zhao Guodong are subject to judicial freezing and waiting freezing, and there are risks of closing positions or being forced to transfer.

Aerospace Communications: suspected of violating the regulations of Xinpi and put on file for investigation by CSRC

Aerospace Communications (600677) announced in the evening of October 31 that the company had received the notice of investigation issued by China Securities Regulatory Commission. Because the company was suspected of illegal information disclosure, China Securities Regulatory Commission decided to put the company on file for investigation.

Asia Star Chemical: implement other risk warning and suspend trading for one day tomorrow

Yaxing chemical (600319) announced in the evening of October 31 that in view of the companys production plant has been completely shut down and it is expected that production cannot be fully resumed in the next three months, the company applied to Shanghai stock exchange for other risk warnings on the stock. The companys shares will be suspended for one day on November 1, resumed trading and implemented other risk warnings from November 4. The abbreviation of the securities is changed to St Asian Star, and the daily limit of increase and decrease is changed to 5%.

Dongfang Jinyu (600086) announced in the evening of October 31 that Chongqing High Tech Institute issued the notice of assistance in implementation, requiring Southwest Securities (on behalf of the client of Southwest Securities mutual benefit No. 8 directional capital management plan) to sell the companys shares held by Xinglong industry at the market price through centralized bidding and bulk trading within 90 consecutive natural days, with the sales amount not exceeding 3% of the total share capital, and the sales amount Items shall be transferred to the special account of court execution funds according to law. Xinglong industry currently holds 14.27% of the shares.

Placo: 65.2 million yuan to win 50% equity of Nanjing Meiya

In the evening of October 31, placo (603566) announced that the company had successfully won 50% of the shares of Nanjing Meiya animal health Co., Ltd. (hereinafter referred to as Nanjing Meiya), with a transaction price of 65.2 million yuan. In addition, the company plans to transfer 50% of the equity of Nanjing meiria acquired by CNOOC from meiria France Co., Ltd., with the transfer price not exceeding 65.2 million yuan. After the completion of the above equity transfer, the company will hold 100% of the equity of Nanjing Meiya. Nanjing Meiya is mainly engaged in the production and sales of avian vaccines, and has the production qualification of highly pathogenic avian influenza (H5 + H7) vaccine products.

Changyuan group: received government subsidy of 50.75 million yuan