5month15Summary of Daily Market Information

1、     【 News Express 】

　network security：from5month12Starting in the evening, a malicious software that locks computers is rapidly spreading around the world. This name isWannaCryThe ransomware has caused global problems99More than countries and regions7.5Ten thousand computers have been attacked by viruses, and multiple virtual currency investors andBlockchainCircle insiders told reporters that the ransomware this time is not directly related to Bitcoin itself, and hackers demanding ransom payments using Bitcoin are precisely eyeing the advantages of Bitcoin's globalization, decentralization, and anonymity in payment transfers.  
　　1、 1000One billion.“The Belt and Road Initiative”International Cooperation Summit Forum5month14 “The Belt and Road Initiative”Construction fund support, new funds to the the Silk Road Fund1000RMB100mnRMBEncourage financial institutions to carry outRMBOverseas fund business, with an expected scale of approximately3000RMB100mnRMB. China Development Bank and Export Import Bank will respectively provide2500100 million yuan and1300Equivalent to 100 million yuanRMBSpecial loans to support“The Belt and Road Initiative”Infrastructure construction, production capacity, and financial cooperation. Central Bank Governor Zhou Xiaochuan stated that commercial banks should support“The Belt and Road Initiative”projectComment: This timeThe Belt and Road InitiativeThe summit forum, due to the participation of representatives from the United States, has benefited greatly beyond expectations. It can be said that Trump's "big infrastructure" and China's“The Belt and Road Initiative”Found commonalities and established a common foundation of interests. China and the United States2017The cooperation, reconciliation, and mutual recognition of the year have significant historical significance. It is definitely a long-term significant benefit for China.


　　2、The weekend market ushers in a new turning point!


　　① To maintain stability in the financial market, the Premier has made the latest statement: According to CCTV reports, Premier Li Keqiang of the State Council metIMFPresident Lagarde stated that the Chinese government will continue to implement a prudent monetary policy and prioritize the prevention and control of financial risks. Li Keqiang stated that in maintaining financial stability, gradually deleveraging, and stabilizing economic growth, we have the ability to maintain market stability in China's finance and maintain the bottom line of avoiding regional and systemic financial risks.  


　　② The central bank's first response“Shrink Table”4Month has been converted to“Expand Table”People's Bank of China5month12The monetary policy execution report for the first quarter of this year was released in the evening, in response to recent concerns“Shrink Table”Discussion of issues. The central bank stated that the People's Bank of China“Shrink Table”It doesn't necessarily mean tightening monetary policy.4In the month of, the People's Bank of China's balance sheet has been reclassified as“Expand Table”。Comment: Last Friday, the central bank released waterMLF 4950This week, we will focus on observing how the central bank's faucet is turned on and how big it is: if we continue to release water, the market will naturally rebound further;
If you only tighten again after maintaining complete stability, don't have too high expectations for the rebound space!


　　③ China Banking Regulatory Commission: There are no new regulations in recent regulatory documents Bank self inspection and rectification will set up4to6A buffer period of months. At Friday's briefing of the China Banking Regulatory Commission, it was clearly stated that the recently issued regulatory documents do not have new regulatory provisions, especially quantitative ones. They are all a review and emphasis of the existing system, and there is no need for the market to be nervous about this. Never trigger new risks due to the disposal of risks, and at the same time, it is stated that there should be arrangements between self inspection and supervision and standardized rectification work4to6A buffer period of months is reserved for banks to achieve compliance standards.Comment: The China Banking Regulatory Commission's stance on the implementation process of subsequent inspections and rectification has tended to ease, adjusting both the space (new and old boundaries) and giving time (transition period), marking the temporary entry of regulation into a "easing period".


　　④ Xinhua News Agency: In the capital market, there should be no risk of risk disposal. Xinhua News Agency released an article in the evening stating that in the past week, the capital market has been undergoing adjustments and regulation has been taking action. The China Banking Regulatory Commission, China Securities Regulatory Commission, China Insurance Regulatory Commission and other departments have introduced many policies. At the same time, a concept is gradually becoming clear: risk prevention and chaos control are necessary for the health market, but new risks cannot occur due to the disposal of risks. To be honest, in the context of deleveraging and risk prevention, there will definitely be tension in the market, and market volatility is also difficult to completely avoid. But if the risk points existing in the market are not dealt with and the long-term market chaos is not governed, it is impossible to form a healthy financial market. The chaos in today's financial markets is not caused by short-term fluctuations“create”The correlation between risk points is complex and intricate. Rectifying these chaos and dealing with these risk points should not be too urgent, but should be considered from a global perspective, and new risks should not occur during the process of dealing with risks.Comment: Although the central bank and the China Banking Regulatory Commission have recently introduced some short-term policies to appease the market, this will only change the pace of regulation and will not change the direction of stricter regulation. The peak of financial regulation has temporarily passed, and regulatory efforts have slowed down, with a gradual short-term rebound;
However, the trend of upward central interest rates and stricter regulation suppressing valuations has not changed.

2、     Market Review
　　4month10Recently, the Shanghai Composite Index has continued tofallMost individual stocks3month27The day has already begunfallThe intensive introduction of regulatory policies is the main inducing factor for this round of adjustment, but in reality, the stock prices of highly valued companies have fallen even more since this round of adjustment, and the market has taken the opportunity to digest the pressure of structural overvaluation.  
　　HaitongsecurityBelieving that the marketfallThe external cause is financial regulation, while the internal cause is structural overvaluation. Stocks with overvalued and small market capitalization experience greater declines. Regulatory tone softened, with a median decline in individual stocks15%Entering a rebound period in the short term. The mid-term turnaround still requires time to track regulatory policies and profit data.Xingyesecuritythink3、4Continuous since the beginning of the monthfallAfterwards, the momentum for long positions is also constantly accumulating. Taking advantage of this time window for risk preference repair, the market may have trading opportunities in the short term.


3、     4、 Listed Company


　　Important evening announcement


Accelerate the entry of the Everbright DepartmentJiabao Group(600622) Chen Shuang, Newly Appointed Chairman


VankeA：6month30Convene on a daily basis2016Annual General Meeting of Shareholders


　　Erkang Pharmaceutical(300267)Company verification is still ongoing 5month15Continuing to suspend trading on the day of trading


　　*STChangjiu: Short term fluctuations in the company's stock price do not affect the equity acquisition of Changjiu Group


　　Broad and profound tools(002282): No significant matters that should have been disclosed but have not been disclosed


　　Yufu Shares(002427)Actual controllerchange Middle and senior management personnel plan toIncrease holdingsexceed10.3Billion 15Daily resumption of trading


　　Hongtao Shares(002325)Controlling shareholderIncrease holdingsstock Shareholding reached30%


　　*STJin Yu: Obtaining North Controlclean energySubsidiariesRaise a sign Holding up to15%


Hualing Star Horse(600375)The controlling shareholder intends to transfer the company's shares through an agreement Actual controller orchange


　　Morning biota(300138)The major shareholder intends to provide free support to the company for the use of funds not exceeding5000ten thousand


　　Sanlian Commercial (600898): Proposed to be renamed as“Gome Communications”


　　Yabaite(002323)The actual controller is fined for lifesecurityMarket entry ban


　　*STAlkene carbon(000511)Suspected of illegal and irregular information disclosure Received investigation notice from China Securities Regulatory Commission


　　*STChuanhua: Shenzhen Stock Exchange accepts applications for the resumption of listing of company stocks


　　China Merchants Bank(600036)Vice President Ding Wei Resigns


　　Bank of Communications(601328)The final offering price of Bank of Communications International is per share2.68Hong Kong dollars


　　[Regular increaserecombination]


　　Aerospace development(000547)Termination of major asset restructuring for the acquisition of Ruian Technology


　　Haixiang Pharmaceutical(002099): TerminationRegular increase Proposed convertible bonds（eiki ,net worth,real-time info）Fundraising12.47RMB100mn


　　Sichuan Shuangma(000935)Further delay in disclosing the restructuring plan Latest or Until7month17Recently


　　Leading Intelligence(300450)The controlling shareholder intends to issue no more than15Yi Yi Convertible Bond


　　Nanning Sugar Industry(000911): Non public offering application rejected


　　Satellite Petrochemical(002648)Non public offering not exceeding3.8100 million shares approved by the China Securities Regulatory Commission


　　Dongfang Jinyu(600086)ProposedRegular increaseFundraising29.82Billion yuan investment in jewelry marketing network construction


　　[Investment matters]


　　Youa Shares(002277): Proposed1.65Yishou Oupai Yixuehui51%stock right


Supply and Marketing CollectionAcquisitionShunkelong55.8%stock right Successfully completed asset delivery


　　Guojinsecurity(600109)Xinmei Life Mutual Insurance Company has received approval from the China Insurance Regulatory Commission for its opening


　　Dongxu Optoelectronics(000413)Strategic cooperation with two Shanxi companies advanceGraphenebusiness


　　Eagle farming and animal husbandry(002477)Proposed capital contribution28100 million yuan capital increase dual industry investment fund


　　Ningbo Port(601018)Clarification: Total investment amount of Indonesian port project5.9Billiondollar wrong59Billiondollar


　　China Aluminum Corporation(601600): Super14BillionAcquisitionChinalco Shanghai40%stock right


　　Guangdonghydropower(002060)Proposed investment and construction in Xiuyan, Anshanbiomass energy Source power plant total investment7Billion


　　Wangfujing(600859)Proposed6.7Yi Buys Commercial Property for the Financial City Project in Guanshanhu District, Guiyang


　　Shuanglong Shares(300108)Proposed investment5565Ten thousand yuan construction of production line project


　　The Oriental Iron Tower(002545): Pre winning bid9502Ten thousand yuan State Grid project


　　Honglu Steel Structure(002541): Pre bid steel structureGreen buildingsproject


BOEAStrategic cooperation with Beihang University


　　Mongolian Grass Ecology(300355): Sign a green upgrade agreementPPPproject


　　Guoxuan High Tech(002074)Proposed capital contribution1.29100 million yuan to participate in the establishment of a new energy company


　　Tengda Construction(600512)Winning the bid for two engineering projects total investment5RMB100mn


　　Jintuo Shares(300400)sign1.49100 million yuan construction contract


Gu Ao Technology(300551): FinalizedBank of Nanjing(601009)And Shanghai Bank(601229)Sorter supplier


　　[Increase holdingsreduce one's shares in a listed company]


　　Increase holdings


　　Red Bean Shares(600400)Red Bean GroupIncrease holdings1%


　　Pulo Pharmaceutical(000739)Obtaining controlling shareholderIncrease holdings1%stock


　　Orijin(002701)Total of some directors and executivesIncrease holdings74.710000 yuan


　　Sofia(002572)：2015The annual employee and dealer stock ownership plan has been implemented


　　Tiansheng New Materials(300169)Shengyan InvestmentIncrease holdings22.410000 shares Holding up to5%


　　Wangsu Technology(300017)To be inferred372610000 restricted stock incentive plan


　　Haili Biology(603718)Proposed by the actual controllerIncrease holdingsNot exceeding2RMB100mn


　　Jiayu Shares(300117): Push3RMB100mnEmployee shareholdingplan


　　Jiansheng Group(603558): Actual controllerIncrease holdingsstock Intended to continueIncrease holdings


　　Fu'an Shares(603315): Unable to push beyond600010000 yuanEmployee shareholdingplan


　　Nangang Co., Ltd(600282)Proposed controlling shareholder and concerted action personIncrease holdingsNot less than2000ten thousand


　　Koda Corporation(600986)The general manager plans to not be lower than500010000 yuanIncrease holdingsstock


　　International Medicine(000516)Consensus of controlling shareholdersIncrease holdings26410000 shares and plan to continueIncrease holdings


　　Binjiang Group(002244)Controlling shareholderIncrease holdings15010000 shares


　　Shanghai Xinyang(300236)Total number of actual controllers obtainedIncrease holdings13310000 shares Proportion0.688%


　　Ortega (002239)Controlling shareholderIncrease holdings95.6710000 shares


　　Grammy (002340): Actual controllerIncrease holdings73.4210000 shares


　　Haining Picheng(002344)Controlling shareholderIncrease holdings54.7910000 shares


　　Jin Xinnong(002548)ChairmanIncrease holdings21.1610000 shares


　　Houpu Shares(300471)senior executiveIncrease holdings310000 shares


　　Rongji Software(002474)：Employee shareholdingPlan to complete stock purchase


　　STbiochemistry(000403)chairmanIncrease holdings1.9210000 shares of company shares


　　Jiadu Technology(600728)Proposed to launch the second phaseEmployee shareholdingplan


　　Three six five networks(300295)Draft termination of equity incentive plan


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