From December this year to the second quarter of next year, it is estimated that foreign capital will flow in 150 billion to 200 billion yuan, replacing the public funds issued on a large scale this year, becoming the largest marginal incremental capital in the market, and may regain the pricing power of a shares. Chen Li, chief economist of Soochow securities.
Fresh e-commerce leading enterprises to speed up the upgrading profit model of horse racing enclosure industry
Recently, dingdong has officially announced its entry into the Hebei market. At present, it has opened seven front-end warehouses in Tangshan and Langfang, covering Guangyang, Yanjiao, Lunan, Lubei and other major urban areas. It is estimated that 20 front-end warehouses will be opened by the end of the year, providing a food material solution of placing an order online + delivering vegetables to home within 29 minutes for residents 1-3 km around the front warehouse.
At the same time, daily Youxian and HEMA Xiansheng are speeding up the layout of the ever expanding fresh food e-commerce market. Meituan, pinduoduo and other Internet giants are also willing to invest heavily in this field.
Zhu danpeng, a senior researcher at the China Brand Research Institute, told the Securities Daily that fresh e-commerce is an asset heavy model. Now the scale of fresh e-commerce can be large-scale, medium-sized and community-based. For the community-based fresh e-commerce, as long as the service is in place and the customer stickiness is strong, it can be profitable; the fresh e-commerce based on the city has little profit space because of its involvement in warehousing. For the giants, during the layout period, they are burning money. This field runs through the first, second and third industries, which must be for big players to play.
During the year, over 80% of listed securities companies had nearly 100 directors, supervisors and senior executives adjusted, and 6 of them ushered in new leaders
The change of senior management personnel in the securities industry has always been the focus of the market. Since the beginning of this year, there have been frequent changes in senior management of the securities industry. Under the background of accelerating the transformation of the industry business and strengthening the expectation of merger and reorganization, the change of senior executives in the securities industry reflects the development trend of the industry to a certain extent.
According to the data of Dongfang fortune choice and incomplete statistics of securities companies announcements, the reporter of Securities Daily found that 99 senior positions of directors and supervisors of 34 securities companies have been adjusted since this year. At the same time, six securities companies welcome the new leaders, including six presidents, three chairman of the board, and the chairman of one securities company has resigned, but the new one has not been determined.
Evergrandes $130 billion bid for state-owned assets in Guangzhou and Shenzhen has reached more than 30 billion yuan
At the beginning of this month, China Evergrande (03333. HK) and Shenzhen real estate a (000029) announced the termination of Evergrande real estates backdoor Shenzhen real estate. However, in the announcement at that time, there was still a trace of suspense, that is, among the 130 billion yuan strategic investors of Evergrande real estate, there were still 5 billion yuan of strategic investors still under discussion.
On the evening of November 22, the answer to the mystery was revealed. Shandong Expressway (600350) announced that Changying Jincheng, an industrial investment fund set up by the company, signed an agreement with Shenzhen talent and housing group and Evergrande real estate. Shenzhen talent Anju group transferred 1.1759% equity of Evergrande real estate held by Changying Jincheng, and the equity transfer payment will be paid in three times within 12 months.
Last week (November 16-20), the market rose 2.04% to 3377.73. However, in the rising market, the enthusiasm of institutional research continued to fall. During the week, about 78 companies disclosed their investor relationship records, with a decrease of 21 companies on a month on month basis.
In terms of industries, chemical, electronic and mechanical equipment are the most concerned, with 11, 9 and 8 companies respectively. In terms of market performance, the shares of research stocks in the chemical industry sector generally rose last week. Among them, Changhong High Tech Co., Ltd. was the company with the largest increase, up 12.31% in a week.
Mr. Buffetts position in the information technology industry in the third quarter
Compared with domestic institutional investors, Berkshire Hathaway has held more stable shares since its establishment, and the number of shares is small. From the industry of the latest 49 shares, Mr. Buffetts recent actions are more obvious, especially in the third quarter of the industry distribution has changed greatly. Affected by the new crown epidemic, pharmaceutical stocks position doubled month on month, while technology and gold stocks decreased. From the perspective of market value, the market value of information technology is still the first, more than 50%; followed by the financial industry; in addition, the market value of essential consumer goods and optional consumer goods accounts for 13% and 4% respectively.
From the historical data, although the proportion of shares has changed, but finance, consumer goods and technology has been the heavy positions of Warren Buffett. According to the previous analysis by securities times and data treasure, the average growth rate of daily consumption, information technology and optional consumption industries has ranked among the top three industries since 1990. In the past 10 years, the cumulative income of the above three industries is still significantly higher than that of other industries.
Shanghai Securities News
Hebei securities regulatory bureau takes multiple measures to further improve the quality of the companies under its jurisdiction
By the end of the third quarter of 2020, the number of Listed Companies in Hebei Province has reached 60, ranking 14th in the country, which is basically the same as GDP, with a total profit of 58.899 billion yuan, accounting for 41.06% of the total industrial profits of the whole province. Since this year, 3 enterprises have been listed and 4 enterprises have been IPO, and 2 enterprises have been listed on the new third board. This reporter learned from the propaganda meeting held by Hebei securities regulatory bureau, Hebei local financial supervision and Administration Bureau and Hebei listed company association on November 20 to study and implement the opinions of the State Council on further improving the quality of listed companies (hereinafter referred to as the opinions).
It is reported that the purpose of the seminar held by Hebei securities regulatory bureau is to deeply study and publicize the spirit of the opinions and the requirements of the mobilization and deployment meeting of the CSRC on the implementation of the opinions, so as to promote the high-quality development of Hebei listed companies. About 200 people attended the meeting, including the heads of the general office of the Hebei provincial government, the state owned assets supervision and Administration Commission of Hebei Province, financial supervision and administration bureaus of various cities and the reform and Development Bureau of xiongan new area, and the actual controllers, chairman and board secretaries of 60 listed companies, 2 selective listed companies on the new third board and 4 companies to be listed in Hebei district attended the meeting.
Book cash is only 100 million, but it costs 2.4 billion
The company only has more than 100 million yuan of monetary capital, but it has to spend 2.4 billion yuan to build the production base. It is expected that the annual income of this investment in the future will exceed all the current business? Jinlong mechanical and Electrical Co., Ltd. received a letter of concern from Shenzhen Stock Exchange on November 22.
Different from the conventional operation, the implementation subject of the project is the listed company, but the wholly-owned subsidiary Beijing Tianyun Power Technology Co., Ltd. (hereinafter referred to as Tianyun power) contracted the actual construction by signing a contract. According to the announcement, the implementation subject of Lishui project is determined as the listed company itself. Subsequently, on May 22, 2018, feilixin and Tianyun power signed a construction project construction contract of RMB 196.5 million, accounting for 80.86% of the whole project, and paid 60% of the project payment to Tianyun power, which is one of the actual implementers of the project.
China Securities Journal
The new year-on-year distribution of weather will be pro cyclical
Driven by many cyclical plates, the three major stock indexes of a share fluctuated upward again last week. Securities Dealers pointed out that, looking forward to the future market, A-shares have entered a period of slow growth in rotation in November. With the global economic recovery, the digestion of external uncertainty and the increase of risk preference brought about by the expected warming of internal policies, the market is expected to resonate upward and be optimistic about the next years market.
Some institutions believe that it will be the preferred style of allocation in 2021 to continue to be optimistic about procyclicality in the short term, which will be the preferred configuration style in 2021; in the medium and long term, the value and opportunities of allocation in the fields of science and technology and consumption are highlighted.
Giving full play to the professional advantages of public funds and promoting the construction of the third pillar of pension
At present, China is in the process of deep aging. As of 2017, there are 160 million people over 65 years old in China, accounting for 11.5% of the aging population. Although more and more people are aware of the acceleration of social aging process, only relying on basic pension is not enough to support the ideal retirement life, but the vast majority of people are not prepared for the long-term investment planning of pension.
Chinas pension prospects survey report 2018 collects more than 28000 respondents feedback on pension planning, which comprehensively shows the current status of Pension Reserves of the young generation (18-34 years old). The statistical results show that 57 is the ideal retirement age for the younger generation. They believe that they need at least 1.63 million yuan to live a comfortable retirement life. However, only 44% of young people have started saving for retirement, and those who have not yet started Pension Reserves plan to start the project at an average age of 40, which is only 17 years from their ideal retirement age.
Recently, the State Council has made plans to expand automobile consumption, including encouraging all localities to increase the number plate index, launching a new round of vehicles going to the countryside and exchanging old cars for new ones. At the same time, various regions have also intensively introduced automobile consumption stimulus policies to boost the prosperity of automobile consumption market. Industry insiders said that the recovery of the economy has supported the further boost of consumer confidence in the golden nine silver decade peak season. Local car purchase subsidies and manufacturers promotion measures jointly promote the market to accelerate the recovery. In particular, at the end of the year, automobile manufacturers chose to make profits in order to sprint to the annual sales target. On the whole, the favorable factors continued at the end of the year, and the automobile consumption demand continued to release with the help of the policy. Source of this article: Yang Qian, editor in charge of Securities Daily_ NF4425
Policy intensive, automobile consumption out of acceleration
Recently, the State Council has made plans to expand automobile consumption, including encouraging all localities to increase the number plate index, launching a new round of vehicles going to the countryside and exchanging old cars for new ones. At the same time, various regions have also intensively introduced automobile consumption stimulus policies to boost the prosperity of automobile consumption market.
Industry insiders said that the recovery of the economy has supported the further boost of consumer confidence in the golden nine silver decade peak season. Local car purchase subsidies and manufacturers promotion measures jointly promote the market to accelerate the recovery. In particular, at the end of the year, automobile manufacturers chose to make profits in order to sprint to the annual sales target. On the whole, the favorable factors continued at the end of the year, and the automobile consumption demand continued to release with the help of the policy.