1. The net outflow of securities trading settlement funds last week was 27.8 billion, with a net outflow for three consecutive weeks. 2. The number of new investors increased by 295,200 last week, a decrease of 16.59% from the previous month. In March and June, the investor confidence index of China's securities market increased by 14.9% from the previous month to 54.9, returning to the optimistic range. 4. Excluding the second-time stocks listed this year, the closing price of 11 stocks once again hit a record high.
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Today's headlines:
More than 900 million yuan to grab the 6-piece logic of the home appliance sector, the market is optimistic
Yesterday, there were 15 stocks in the home appliance sector with a net inflow of over 10 million yuan. Among them, the three stocks of Midea Group, Qingdao Haier and TCL Group had net inflows of over 100 million yuan yesterday. Hisense Electric, Boss Electric Appliances, Show Three stocks including strong stocks also showed obvious signs of net inflow of large single funds. The net inflow of large single funds yesterday was above 20 million yuan. The above six stocks yesterday totaled a net inflow of 912 million yuan.
Excellent performance and low valuation are the two major logics in the market. The statistics show that as of yesterday, a total of 31 companies in the industry disclosed this year's interim results forecast, of which 25 companies achieved performance pre-happiness, accounting for 80.6%. The performance of companies such as Kangsheng and Huasheng will be doubled. In terms of valuation, as of yesterday's close, the latest P/B ratios of Meiling Electric, Sichuan Changhong, TCL Group and Sunrise Oriental were less than 2 times.
market
1. Insured funds: The net outflow of securities trading settlement funds last week was 27.8 billion yuan, with a net outflow for three consecutive weeks. The average daily balance of securities trading settlement funds was 1.65 trillion yuan, up from 1.58 trillion in the previous week.
2. Zhongdeng Company: The number of new investors increased by 295,200 last week, a decrease of 16.59% from the previous month. In the week, the number of investors participating in the trading of A shares was 18.35 million, accounting for 17% of the number of investors who had opened A-share accounts, which was a sharp increase from the previous week's 15.63%.
3. Yangguang.com: The three-month transition period is coming to an end. The “most strict†private fundraising new regulations and contract guidelines will be implemented on July 15. On April 15 and April 18 this year, the fund industry association issued the "Management Measures for the Raising Behavior of Private Equity Investment Funds" and the "Guidelines for Contracts", which made provisions for the private placement of entities. Most private equity funds have actively responded to the new regulations and have improved and adjusted their business processes. In order to avoid the impact of the implementation of the new regulations, some private placements are busy preparing for the issuance of new products in the near future, and there have been cases of private placement of products in the market.
4. In Shanghai and Shenzhen, more than 50 listed companies have terminated major asset restructuring this year, involving an amount of 136.7 billion yuan. With the overall tightening of the M&A and restructuring policy, there will likely be more and more “abortion†of major assets restructuring of listed companies.
In May and June, the investor confidence index of China's securities market increased by 14.9% from the previous month to 54.9, returning to the optimistic range, and the highest value in the first half of 2016. The investor's willingness to buy also increased.
6. According to the data of the brokerage monthly report, except for the first venture securities with no data comparable, the 24 listed securities companies realized a total operating income of 81.236 billion yuan in the first half of this year, and realized a net profit of 35.14 billion yuan, a year-on-year decrease of 54.22% and 59.17 respectively. %. CITIC Securities ranked first with a net profit of 3.575 billion yuan, while Guotai Junan achieved double-year growth in revenue and net profit.
7. Excluding the second-time stocks listed this year, the closing price of 11 stocks once again hit a record high yesterday, including Guizhou Maotai, Dayang Creation, Little Swan A, Dow Technology, Midea Group, Zhongshun Jierou, Boss Electric, Nets Technology, Vantage, Supor, Huahai Pharmaceutical, etc. The above stocks have the following three characteristics: the household appliances industry has the most stocks, the small and medium-sized stocks have more stocks, and the first quarter results are good.
8. Shanghai Stock Connect has a net inflow of 1.81 billion yuan, a record high of more than one month. The net inflow of Hong Kong stocks was 988 million yuan, with a net inflow of 52nd consecutive days, with a cumulative net inflow of 78.195 billion yuan.
9. Xintai Electric resumed its trading, but the turnover of the whole day still exceeded 40 million yuan, and the turnover rate reached 3.39%. According to the data of the Dragon and Tiger List, the top five purchases totaled only 6.48 million. Therefore, it is very likely that the retailers have received the flying knives. It is reported that the investors’ mobile phones received SMS messages to subscribe for new shares, the code is “300372â€. Xintai clarified that 300372 is the company's stock code, not the new share purchase code.
10. Vanke stated that the company's proposal to pass the Blackstone transaction by way of a voting by the board of directors on June 21, the applicable percentage ratios of the transaction are not more than 5%, and therefore do not constitute a transaction to be announced under the Listing Rules. Vanke also announced that “the rumors that China Resources and Shenzhen Iron and Steel will purchase the Vanke shares held by Baoneng at the premium and Vanke will be transformed into a state-owned holding company†are not true.
overseas
1. The Hang Seng Index opened higher and closed higher at 1.65% and reported 21224.74 points.
2. Singapore's A50 futures index rose 247.5 points to close at 9647.5 points, or 2.63%.
3. US stocks closed higher, and the Dow and the S&P 500 both hit record highs. The Dow rose 120.74 points or 0.66% to 18,347.67 points; the S&P rose 14.98 points or 0.7% to 2,215.14 points; the Nasdaq rose 34.18 points or 0.69% to 5022.82 points.
4. European stocks continued to rise. The pan-European STOXX Europe 600 index and the FTSEurofirst 300 index both rose by 1.1%, marking the fourth consecutive day of gains. The British stock FTSE 100 index fell 0.03% to 6680.69 points, and the French stock CAC 40 index rose 1.57% to close at 4331.38 points. The German DAX index rose 1.33% to close at 9694.07 points.
5. WTI August crude oil futures closed up 2.04 US dollars, up 4.56%, to 46.80 US dollars / barrel. ICE Brent September crude oil futures closed up 2.22 US dollars, or 4.80%, to 48.47 US dollars / barrel. Both US oil and oil have hit their biggest one-day gains since April 8.
6. The New York Mercantile Exchange's COMEX August gold futures closed down 1.6% at $1,335.30 per ounce, the biggest one-day drop since May 24, and recorded four consecutive yin, the longest consecutive days in the last two weeks.
7. London's basic metals closed up. Zinc futures closed up 2.5% to US$2,193/ton, a record high since June 1, 2015. Nickel closed up 4.4% to $10,490/ton, a record high since October 29, 2015.
8. The Baltic Dry Index rose by 0.99% to 711 points.
9. The RMB against the US dollar rose by 29 basis points to 6.6850, and the median price was lowered by 107 basis points to 6.6950, the lowest since October 2010.
The essence of the four major securities reports
China Securities Journal
Bill risk investigation plus code bill transactions all hope to accelerate landing
Since the beginning of this year, the bank bill market has exposed a number of major risk cases involving billions of dollars. The relevant regulatory authorities successively took out the rectification of the bank bill business, and in the near future issued a number of “businesses†breaches of “offenses†that were issued in the past, warning the whole industry. Last week, the regulatory authorities once again attacked the risk of investigation and asked all local commercial banks to investigate all the bill business and bill practitioners. Among them, troubleshooting internal employees has become one of the tasks.
Renminbi exchange rate resilience enhances financial market's continued “desensitizationâ€
Since the end of June, the results of the Brexit referendum have shaken the global financial market, and the international non-US currencies such as the renminbi and the British pound and the euro have staged a phased move. It is worth noting that from the recent performance of the domestic financial market, the bond market, the stock market, and the commodity market continued to strengthen significantly, better than market expectations. Analysts said that after two rounds of weakening in August last year and January this year, the recent RMB exchange rate has further demonstrated the characteristics of significantly enhanced resilience. The overall performance in the second half of the year is expected to be better than market expectations.
Shanghai Securities News
Prepare for the FOF public fund "Eight Immortals Crossing the Sea"
On June 17, the China Securities Regulatory Commission issued the "Guidelines for the Operation of Publicly Raised Securities Investment Funds No. 2 - Guidelines for Funds in Funds (Draft for Comment)" (hereinafter referred to as "Draft for Comment"), which is widely expected by industry insiders. The release of the draft, the public offering FOF is expected to accelerate. Now, nearly a month after the release of the "Draft for Comment", what is the situation of various fund companies preparing for FOF? In the interview, the reporter was informed that some fund companies regard FOF as the new blue ocean. At present, they have actively started the reserve of personnel and products. However, many fund companies have indicated that they will adopt the follower strategy and wait for other companies to test the water before making a decision.
The open market has continuously returned funds, and the funds are not loose.
Since July, although the central bank has continued to withdraw funds in the open market, the net return has gradually decreased. Only net withdrawal of 10 billion yuan was made yesterday. The continuous net withdrawal of funds did not hinder the looseness of the funds in the interbank market. The overall price of funds remained stable yesterday. Market participants expect that with the subsequent expiration of the medium-term loan facilitation (MLF) and the payment of fiscal and taxation, it is expected that the central bank is expected to increase funding.
Securities Times
More than 10 fund companies change the actual controller of the company
The fund company's equity change tide has hit. According to public disclosures from the regulatory authorities, there are currently more than 10 fund company equity changes are being approved. In addition to the implementation of equity incentives and changes in registered capital, the major shareholders of the fund company and the actual controllers are the most attractive. According to past experience, changes in major shareholders or actual controllers often lead to major earthquakes in fund company executives and employees, which has an impact on the sustainability of fund company operations.
Eighty percent of pharmaceutical companies reported that the impact of the Shandong vaccine case still exists
Huaren Pharmaceutical announced the semi-annual report on July 12, which opened the 2016 interim report of the medical and pharmaceutical industry. At present, 76 pharmaceutical companies have achieved interim results in advance, of which 80% are companies with positive performance. From the medical pharmaceutical industry performance announcement, most of the company's performance improvement has benefited from the development of the main business to achieve income growth. At the same time, a series of public health events, which were typical of the “Shandong Vaccine Case†in the first half of 2016, did have an impact on the operating performance of some pharmaceutical companies.
Securities daily
Two mergers and disputes are increasing, and brokers increase the "right to correct" clause.
Since the beginning of this year, the lawsuits concerning the securities business have gradually increased. Following the opening of the case of Ms. Yu and Mr. Zhou v. CIC Securities’ “violation of cash†last week, investors v. Guodu Securities’ “two business†The case of improper control of the wind, causing its account to be worn out has also become the focus of public opinion in the near future. In fact, according to the statistics of the "Securities Daily" reporters, after the irrational decline of the stock market last year, five securities companies including CITIC Jiantou, Shenwan Hongyuan, Industrial Securities, Everbright Securities and Haitong Securities were involved in the two-in-one business involving more than 10 million yuan. The lawsuits all involved cases in which investors were forcibly closed.
After a lapse of three months, the brokerages have once again lowered the balance of the brokerage line.
With the gradual recovery of market sentiment, the enthusiasm of investors to increase their financing is also rising. The balance of the two companies broke through 870 billion yuan last Thursday, achieving a four-year increase. Although it fell back on the July 8th market adjustment, with the Shanghai Stock Exchange Index on the 11th of July again standing on the 3000-point index, the balance of the two companies also returned to the uptrend. Recently, Industrial Securities and Galaxy Securities have successively lowered the two-finance line, which is also considered to be an important measure for the brokers to further loosen the two. Some analysts pointed out that it is not ruled out that there will be a brokerage association to follow up and down the two mergers and closing lines. The current financial environment is much looser than the stock market crash a year ago.
announcement
Century Cruises plans to acquire shares in mobile game companies
Gree Real Estate was increased by 2 million shares of the company's controlling shareholder
When the technology semi-annual report performance increased by more than 30 times
Huashen Group's net profit for the first half of the year increased by 276% to 333%
Ningbo Yunsheng Zhongbao's performance increased by 220% to 240%
Wuyang Technology semi-annual report performance has doubled
The performance of Xinwei Communication’s interim report is expected to double
Special Information's net profit for the first half of the year increased by 80% to 110%
Jinhao shares expect net profit growth of six to 80% in the first half of the year
Huagong Technology's net profit increased by more than 30% year-on-year
æ¸ Development expects net profit in the first half of the year to turn losses into profit
Liu Zhuangchao, the shareholder of Songfa Co., intends to reduce the “clearanceâ€
Dongjie Intelligent Shareholders reduce their shares
Petrochemical oil service is expected to lose about 4.5 billion yuan in the first half of the year
Desai battery net profit for the first half of the year is reduced by 35% to 45%
industry
1. Bureau of Statistics: In 2016, the total output of summer grain in the country was 139.26 million tons, a year-on-year decrease of 1.2%. The Bureau of Statistics pointed out that although the summer grain output in 2016 decreased slightly, it is still in the second highest level in history and belongs to the harvest year. The decrease in production was mainly due to the decline in yields. The decline in yields is due to the worsening of meteorological conditions than in the previous year and the severity of the disaster.
2. The Ministry of Land and Resources has researched and formulated the “Implementation Opinions on Promoting the Development of Big Data Applications for Land and Resources†and actively promoted the development of land and resources big data applications. The opinion puts forward that the goal is to enrich and improve the unified land and resources data resource system on the basis of overall planning and unified standards by the end of 2018. Initially built a land and resources data sharing platform and an open platform.
3. Economic Reference: The draft environmental protection tax law is expected to be submitted to the National People's Congress for deliberation in August. If the process is smooth, the environmental protection tax law is expected to be introduced within the year. The draft has been further adjusted, including the “upper limit†for tax rate increase, that is, more than three times, which must be reported to the State Council for approval, and further reduction of local authorization.
4. The Ministry of Culture announced the list of the 25th batch of illegal and illegal Internet cultural activities. The list of investigations involved 26 network performance platforms of 23 network cultural business units, and the six rooms of the betta fish panda were required to be rectified.
5. China Securities Network: This month's big data industry conference will be held intensively. The 2016 China Big Data Application Conference will be held in July to promote the deep integration of big data with various industries and fields. The 6th Big Data World Forum 2016 will also be held on July 28th, and the big data industry chain is expected to be re-ignited.
6. The Ministry of Development and Reform Commission and other 29 departments signed a memorandum of cooperation to implement 41 joint trustworthy incentives for tax credit A-level taxpayers in 18 areas including project management, tax services, and financing credit.
7. Since the special rectification of illegal fund-raising began in mid-April, the number of online lending problems has reached record highs. Beishangguang and other places have successively introduced regulatory policies for Internet finance, and the rectification has gradually escalated, and the industry is facing deep reshuffle.
Macro
1. Economic Reference: The Statistics Bureau will release relevant data on national economic operations in the first half of this year. Many institutions predict that GDP will increase by 6.7% in the second quarter, and the growth rate will be the same as that in the first quarter. Experts said that the contribution of consumption to economic growth has risen, and progress in structural adjustment is a major highlight of the economic operation in the first half of the year.
2. The economic data in the second quarter was released. New credit in June is expected to rebound to trillions, but the foreign trade situation is not optimistic. The second quarter GDP growth is expected to remain stable at 6.6%, and the active fiscal policy will continue to be exerted in the second half of the year.
3. Ministry of Commerce: In June, the actual use of foreign investment was 98.21 billion yuan, a year-on-year increase of 9.7%. From January to June, the actual amount of foreign investment in China was 441.76 billion yuan, a year-on-year increase of 5.1% (excluding data on banking, securities, and insurance). The presentation features include high-tech service industry and high-tech manufacturing industry to attract foreign investment.
4. Ministry of Commerce: During the “Thirteenth Five-Year Plan†period, China’s economic development has not changed its fundamentals for a long time; the international competition faced by China’s use of foreign capital has intensified, and it is not difficult to maintain the scale of utilization of foreign capital.
5. The central bank: On Wednesday, the 30 billion 7-day reverse repurchase operation was carried out, and the winning bid rate was flat at 2.25%. In addition, on the same day, 40 billion reverse repurchase expired, achieving a net return of 10 billion. .
6. SASAC: 13 personnel of China National Petroleum Corporation, China Mobile, China Telecom, etc. Personnel adjustment, Zhang Jianhua is the general manager of China National Petroleum Corporation, and Zhencai is the deputy general manager of China Telecom Group Corporation.
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