Abstract: 1. Beijing held a press conference to support the construction of Xiong'an New District in an all-round way; 2. Dario severely warned: At present, like 1937, the risk of holding positions is quickly reduced; 3. The SAFE drafts plans to restart QDII2, or at the right time. Considering the launch; 4, the average price of new homes in Shenzhen fell for ten consecutive months, and the price of second-hand houses in Beijing has fallen by more than 10%.
[macro economy]
State Council: Adopted the Regulations on Supervision and Administration of Financing Guarantee Companies. The balance of guarantee liability shall not exceed 10 times of its net assets, but the financing guarantee company mainly serving small and micro enterprises and agriculture, rural areas and farmers may be increased by 15 times; the regulations shall come into force on October 1, 2017.
China Banking Regulatory Commission: Responding to the "Regulations on the Supervision and Management of Financing Guarantee Companies", saying that the formulation of the regulations gives full play to the financing guarantee to support the role of small and micro enterprises and "three rural", while regulating the behavior of financing guarantee companies and effectively preventing risks.
Ministry of Finance: On August 24th, a bid of 80 billion yuan in treasury cash will be held for a period of three months.
State-owned Assets Supervision and Administration Commission: After being approved by the State Council, China Light Industry Corporation and China National Crafts (Group) Co., Ltd. were integrated into China Poly Group Corporation and became their wholly-owned subsidiaries. China Light Industry Corporation and China National Crafts (Group) Co., Ltd. no longer directly supervise enterprises as SASAC.
Ministry of Commerce: The US side ignores WTO rules and initiates trade investigations against China in accordance with domestic laws. It is irresponsible. The accusation against China is not objective. The Chinese side expressed strong dissatisfaction with the US unilateralism and protectionism.
Development and Reform Commission: The planning and preparation of Xiong'an New District has been stepped up, and relevant supporting policies are being researched simultaneously. In the next step, we will focus on resolving the functions of Beijing's non-capital capital, and strive to promote the planning and construction of the Xiong'an New District in Hebei Province, and strive to promote the planning and construction of the Beijing City Sub-center.
Central Bank: The open market on August 21st carried out a 100-billion-yuan 7-day, 80 billion yuan 14-day reverse repurchase operation. As a result of the 230 billion yuan reverse repurchase due, the net return of 50 billion yuan on the day.
Beijing: Held a full support for the construction of the Xiong'an New District, and announced the specific contents of the "Strategic Cooperation Agreement on Joint Promotion of Hebei Xiong'an New District" signed by the two places in Beijing and Chongqing, and supported the municipal state-owned enterprises to provide development and construction for Xiong'an New District. Services such as city management. The "Agreement" and "Opinions" are based on Beijing's core resources such as education, medical care, and scientific and technological innovation. They support the state-owned enterprises in Beijing and the Xiong'an New Area in the field of scientific and technological innovation, and encourage the willingness of enterprises in Beijing to transfer to Xiong'an New District in an orderly manner. Develop and support the state-owned enterprises in Beijing to provide services for the Xiong'an New District in the areas of municipal infrastructure, urban operation security, and accelerate the planning and construction of transportation infrastructure between Beijing and Xiong'an New District. Specific projects that are accurate and effective.
Guangxi Zhuang Autonomous Region: The Development and Reform Commission recently issued the “Guangxi Pingxiang Key Development and Open Experimental Zone Construction Master Plan (2016-2025)â€, which defines the functional orientation, spatial layout and development focus of the experimental zone.
CITIC Construction Investment: Considering the approval and the pressure at the end of the month, it is expected that the central bank will focus on net openness this week to further maintain liquidity, but the probability of a sharp drop in the interest rate this week is not significant.
Shibor: Shibor rose across the board on August 21; overnight Shibor reported 2.8482%, up 1.27 basis points; 1-cycle Shibor reported 2.897%, up 0.3 basis points; 3-month Shibor reported 4.3464%, up 0.24 basis points;
ã€Industry Information】
Development and Reform Commission: to start the establishment of the National Rural Industry Integration Development Demonstration Park. The "Proposal" proposes to use the demonstration park construction as a starting point, and strive to create a model and platform carrier for the integration and development of rural industries, give full play to the role of demonstration and lead the rural one or two. The integration of the three industries.
Ministry of Water Resources: Printing and distributing the national seawall construction plan. The "Proposal" proposes to strive to further improve the coastal area's moisture-proof and disaster-reduction system in about 10 years. The length of the national seawall has reached 15,000 kilometers, and the rate of the built seawall has increased to 57.1%.
Ministry of Science and Technology: In order to further promote the implementation of the key special project tasks of the national key R&D plan, the 2017 key work of the national key R&D plan “Additive Manufacturing and Laser Manufacturing†was held in Beijing.
Tourism Bureau: The data center released the “Report on Tourism Statistics for the First Half of 2017â€. According to the results of the domestic tourism sample survey, the number of domestic tourists in the first half of 2017 was 2.537 billion, an increase of 13.5% over the same period of the previous year.
Guizhou Daily: The Information Office of the Guizhou Provincial Government issued a message saying that since September 1st, all official activities in Guizhou Province are prohibited from providing any alcoholic beverages, and no alcoholic beverages provided by any unit or individual, including private Bred with alcohol.
Pacific Securities: Visited well-known domestic and foreign excavator agents in Jiangsu, Sichuan and Shanghai were informed that although some areas were affected by environmental verification in August, it is estimated that excavator sales exceeded expectations in August-September, and August is still close to double in August. In September, considering the base problem, the year-on-year increase may be close to 80%.
[Stock Market News]
From the previous issue: Since August 23, 2017, the transaction fee for the zinc ZN1710 contract and the ZN1711 contract during the day has been adjusted to 15 yuan/hand. The maximum number of non-futures company members and customers opening positions in the zinc ZN1710 and ZN1711 contract days is 2000 lots. The maximum number of open trading transactions within the actual control relationship account group is performed by a single customer.
SAFE: Drafting plans to restart QDII2 or consider launching at the right time. The pilot cities will include cities such as Shanghai and Tianjin, and residents of the pilot cities will maintain a quota of US$50,000 for exchange.
China Securities Network: Xingquan Fund intends to subscribe for this non-public offering in cash through “Xingquan-NetStone Unicom's specific customer asset management plan†and “Xingquan-Chongqing Jinzheng No. 2 specific customer asset management plan†Shares.
New stock subscription: Dongzhu Landscape and Wanma Technology purchased on August 22, Dongzhu Landscape purchase code is 732359; Wanma Technology purchase code is 300698.
The signing number: Zhongda Dezhong signed the number, the number of the winning number was 33,340, and each winning number subscribed for 500 shares. The last "4" digits: 1446; the last "5" digits: 31775, 81775, 45082; the last "6" digits: 324333, 449333, 574333, 699333, 824333, 949333, 074333, 199333; the last "7" Number: 7368914, 9368914, 1368914, 3368914, 5368914, 8570257, 3570257; the last "8" digits, 49022505, 69042505, 89042505, 09042505, 72306966; the last "9" digits.
[plate nugget]
The concept of mixed reform: The Unicom's mixed-price reform directly affects the equity of central enterprises and listed companies, and at the level of central enterprises, it has more exemplary significance. The Unicom model will become the benchmark for mixed reform, but this is only the beginning, and the elasticity of the theme of the mixed state-owned enterprises will be accelerated.
Recommended attention: Suning Yunshang, China Life Insurance, UFIDA Network, ZTE, Hengtong Optoelectronics, Dongshan Precision, Tielong Logistics, Taishan Petroleum, Wenshan Power, China Nuclear Construction.
Delivery sector: The appreciation of the renminbi has brought upward momentum to the aviation sector. The State Council is making efforts to promote the market-oriented reform of railway freight transport, exploring the development of high-speed rail express logistics, supporting high-speed rail and express-link development, and other important measures to promote the logistics industry to reduce costs and increase efficiency.
Suggested attention: COSCO Haikong, Daqin Railway, China Southern Airlines, Guangzhou-Shenzhen Railway.
Securities industry: After the financial work conference, the space for financial arbitrage will be reduced, and the brokerage asset management business will return to its original source. In the current regulatory environment, the importance of net capital size and risk management capabilities to brokerages will increase, and leading capital brokers with strong capital will gain more opportunities for business expansion, and industry concentration may be further enhanced.
Recommended targets: CITIC Securities, Changjiang Securities, China Galaxy, Baoshuo shares.
Non-ferrous plate: Under the background of stable macroeconomic stability, strict supervision of environmental protection and continuous structural reform of supply side, the price of non-ferrous metals is expected to continue to rise, optimistic about the second half of the market for non-ferrous metals.
Suggested attention: Yiqiu Resources, Yinbang Shares, Chinalco, North Rare Earth, Shenghe Resources.
[Company News]
1) Fangda Carbon: In the first half of the year, the net profit increased by more than 26 times, and the securities company withdrew from the list of the top ten shareholders;
2) Shougang's shares: The net profit in the first half of the year increased by more than 56 times, and it is planned to invest in the establishment of a merger and acquisition fund;
3) Win-win technology reported a net profit of 114 million yuan, a year-on-year increase of 98%, and plans to turn 10 to 15;
4) Anyang Steel said that its holding subsidiary has dragged down its first-half results and expects that its profitability in the second half of the year is still uncertain;
5) Erdos said that the stock price and related indicators are at a high level in the past five years;
6) Great Wall Motor will verify the news media reports and stock suspension;
7) Conch's substantial reduction in stock income in the first half of the year was 1.86 billion;
8) The price of lead and zinc products rose, and the net profit of Chihong Zinc in the first half of the year increased by 31 times;
9) Jingyi Shares: net profit increased by more than 7 times in the first half of the year;
10) Luoyang Glass: The stock has been trading for three consecutive days, and the controlling shareholder does not have any major events that cause abnormal fluctuations;
11) Wanhua Chemical: Revise the price of China's aggregate MDI distribution market in August to 29,000 yuan / ton;
12) Qingshan Paper's net profit in the first half of the year exceeded 60 million yuan, a year-on-year increase of 20 times;
13) Dawei shares: Shareholders intend to reduce their holdings by no more than 3.58 million shares, accounting for 6% of the total share capital;
14) The price of caustic soda increased, and the performance of Jiangshan's semi-annual report increased by 1487% year-on-year;
15) Tianyuan Group: Shareholder Orient Asset Management Co., Ltd. intends to reduce its holdings by 6%;
16) Ananda: The net profit for the first half of the year was 81.108 million yuan, up nearly 19 times year-on-year.
[The property market observation]
Ministry of Housing and Urban-Rural Development: In 2017, the country plans to renovate 6 million sets of newly-built shanty towns. From January to July, 4.7 million units have been started, accounting for 78% of the annual target tasks, and completed investment of 1.17 trillion yuan.
Beijing: The Beijing-based property market, which has benefited from Beijing's spillover investment demand, is now completely silent. Market intermediaries I love my home on the 21st, the monthly report shows that in July 2017, the Beijing-based property market continued to slump, the transaction volume of new houses in Langfang main city and Beisan County continued to decline, Yanjiao was almost frozen, and only eight in July. set. “After the relatively large decline in the price of second-hand housing, some buyers just need to enter the market, the market transaction volume has slowed down, and the overall market turnover has gradually bottomed out.†Zhang Dawei, chief analyst of Zhongyuan Real Estate, said that from “3·17†At the beginning of regulation, the price of second-hand housing in Beijing has fallen by more than 10%. In some regions, even 15% is close to 20%. The overall market price has returned to the level at the end of 2016. The transaction price continues to decline, but the transaction volume will stabilize.
Foshan City: The Housing and Construction Bureau recently issued a Notice on Promoting the Transformation of Commercial Buildings and Office Buildings into Rental Housing (Consultation Draft). It is clearly stated that natural ventilation, lighting and supporting facilities can meet the commercial and office projects of living and living. Without changing the service life, the construction unit, legal person or individual can apply for reconstruction into a rental housing and cannot be transferred within 10 years.
Shenzhen: According to Shenzhen Municipal Committee of Soil and Resources, the average transaction price of new houses in Shenzhen in July was 54,446 yuan / square meter, down 0.08% from the previous month and down 4.01% year-on-year. This is the 10th consecutive month of decline in the average price of new homes since the “4·4 New Deal†last year.
ã€Global Market】
Dario made a serious warning again: the political trapped beast is like the eve of the outbreak of World War II in 1937, quickly reducing risk positions!
Dario, the founder of the world's largest hedge fund bridge water, renewed his pessimistic warning: internal incompetence and external conflicts plagued the governments of developed countries, and the political trappings were like the eve of the outbreak of World War II in 1937. In this era of pessimism, it is recommended to continue to reduce risk positions in case the conflict is on the verge and out of reach.
Republican Party: Wash and sleep, this year, the US government will not see the big game.
US Senate Republican leader McConnell said that the possibility of a failure to raise the debt ceiling by Congress is zero. But the US Treasury Secretary warned that by the end of next month, the Treasury will use up the means to maintain the debt ceiling. Earlier, Goldman Sachs pointed out that the government's risk of closing the door next month is severe, because it may crash with the debt ceiling, closing the door will affect the market's expectations for the Trump New Deal.
Ethereum soared 11%, close to historical highs.
On Monday, the price of Ethereum soared 11%, close to historical highs. Bitcoin fell slightly. According to CoinMarketCap, the skyrocketing bitcoin cash on the weekend has fallen significantly from historical highs: it is currently around $603, and it reached $1091 on Saturday's high.
Thank you China! The outer disk metal continued to rise, and the zinc-copper-nickel plate reached a new high.
Continuing the upward trend of the inside and outside of the plate last week, this week, the Len Zinc, Lun Copper and Lun Nickel plates hit a new high in the past ten years, nearly three years and eight months respectively. Some analysts believe that China's de-capacity, supply disruption and China-led global economic strength are driving buying. Some analysts believe that credit growth in China's infrastructure is a strong support.
Renminbi: Onshore RMB against the US dollar closed at 6.6702 on August 21 at 16:30, up 82 points from the previous trading day. The central parity of the RMB against the US dollar was reported at 6.6709, up 35.00 points.
US dollar: As of press time, the US dollar index fell 0.35% to 93.1169; the euro rose 0.42% against the US dollar to 1.1810; the pound against the US dollar rose 0.18% to 1.2896; the dollar against the yen fell 0.14% to 108.9920; the dollar fell against the Canadian dollar 0.10%, reported at 1.2565; the US dollar fell 0.12% against the renminbi, at 6.6629.
Futures: Most of the commodities rose on August 21, and the black system rose again. As of the close of the afternoon, the ferrosilicon was up, the iron ore rose 6.62%, and the Shanghai nickel and rebar rose more than 3%. Coke, hot coil, egg, manganese Silicon rose more than 2%, while Shanghai lead fell 1.11%.
US stocks: S&P 500 closed up 0.12%, Dow Jones rose 0.13%, Nasdaq fell 0.05%, and Russell 2000 fell 0.07%.
European stocks: FTSE Pan-European 300 closed down 0.41%, Germany's DAX 30 closed down 0.82%, France's CAC 40 closed down 0.52%, and the UK's FTSE 100 closed down 0.07%.
A-shares: The Shanghai Composite Index closed at 3,286.91 points, up 0.56%, with a turnover of 209.7 billion. The Shenzhen Component Index closed at 10,689.77 points, up 0.71%, with a turnover of 245.9 billion. The GEM closed at 1829.22 points, up 0.41%, with a turnover of 64.1 billion.
Gold: COMEX December gold futures closed up 0.4% at $1,296.70 per ounce.
Crude oil: WTI September crude oil futures closed down 2.35% to $47.37 per barrel. Brent October crude oil futures closed down 2.01% to $51.66 a barrel.
[Data list]
Shanghai and Shenzhen stock markets: Shanghai stock index continued its strong performance on August 21, and opened higher and higher. Finally, it closed up 0.56% and ended the day trading. The daily K line was strong and three consecutive times, and once again launched an impact to 3300 points, closing at 3286.91 points. The total turnover of the two cities was 455.5 billion yuan, and the industry sector showed a general trend. China Unicom's A-shares resumed trading.
Hong Kong stocks: As of August 21, the Hang Seng Index rose 0.4% to 27,154.68 points; the China Enterprises Index rose 0.54% to 10,751.54 points; the red chip index rose 0.94% to 4,250.31 points. The market turnover was 81.88 billion.
Shanghai-Shenzhen-Hong Kong Stock Connect: As of the close of August 21, the net inflow of Shanghai Stock Connect on the same day was -1.557 billion, the balance of the day was 13.157 billion yuan; the net inflow of Shenzhen Stock Connect was 435 million yuan, the balance of the day was 12.565 billion yuan; the net inflow of funds to the north of the day 2.78 billion yuan. Hong Kong Stock Connect (Shanghai) net inflow of 795 million yuan on the day, the balance of the day was 9.705 billion yuan; Hong Kong stocks (deep) net inflow of 432 million yuan on the day, the balance of the day was 10.068 billion yuan; the net inflow of southbound funds on the day was 1.227 billion yuan.
Margin financing and securities lending: As of August 18, the SSE's financing balance was 541.7 billion yuan, a decrease of 1.1 billion yuan from the previous trading day; the Shenzhen Stock Exchange's financing balance was 374.3 billion yuan, a decrease of 600 million yuan over the previous trading day; 916 billion yuan, a decrease of 1.7 billion yuan over the previous trading day.
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