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The third phase of the National Big Fund was officially established! The semiconductor industry is facing significant benefits; which targets are expected to benefit?
Regarding the specific investment of the third phase of the Big Fund, CITIC Securities expects semiconductor manufacturing to remain the largest, and is expected to further increase support for critical areas such as equipment, materials, components, EDA, and IP. It is recommended to continue to focus on leading companies in related fields.
After Li Quan, the former chairman of Xinhua Insurance, lost contact with Zhang Chi, CEO of Xinhua Assets? Industry insiders reveal the inside story
① Zhang Chi, CEO of Xinhua Assets, is also suspected to be out of touch; ② Xinhua Insurance issues have been frequent in the past two years, and they are all related to the use of insurance funds; ③ Zhang Chi joined Xinhua Assets in March 2011 and was promoted to president in 2019.
Shanghai optimizes and adjusts real estate market policies The hot trend in the real estate sector is expected to continue
① Shanghai issued a notice on policies and measures to optimize the stable and healthy development of the city's real estate market. The “Notice” clearly adjusts and optimizes housing purchase restriction policies. ② Qi Dong of Open Source Securities believes that the signal for the central government to stabilize real estate is clear. Future real estate policies will continue to be relaxed, and there is still room to release demand for home purchases. Continue to be optimistic about strong credit real estate enterprises with high investment intensity, excellent layout area, and market-based mechanisms.
Has the Middle East become a “nugget” hotspot for A-share companies? In the past week, Lin Yang Energy and others have intensively won big orders from the Middle East
① Recently, several companies such as Linyang Energy, China Construction, Seiko Steel, and Jerry Co., Ltd. issued announcements announcing the signing of important orders or projects in the Middle East region, which has become a new trend in the “going overseas” boom. ② The above companies all have a certain layout in the Middle East market, and their overseas portion accounts for a significant proportion of their revenue, which shows that they have a certain degree of competitiveness in overseas markets. Currently, their expansion into the Middle East market has been further strengthened.
Commercial Bank Debuts! Six major banks invested 114 billion yuan to invest in the third phase of the Big Fund. Industry: New capital regulations will benefit banks to participate in similar businesses
① The third phase of the National Big Fund was recently established, and six major state-owned banks, including China Agricultural Construction Bank and the Postbank, participated in the investment. The six major state-owned banks are expected to invest a total of 114 billion yuan, accounting for about 33.14% of the shares. ② After the implementation of the new “Commercial Bank Capital Management Measures”, the risk weight of shares specially approved by the State Council was lowered due to policy reasons, which also helped banks to participate in investing in large national funds.
Bank of China and CCB announced on the same day! It is planned to invest 21.5 billion yuan in the third phase of the National Big Fund
① CCB Hong Kong Stock Exchange announced that it intends to invest RMB 21.5 billion in China Integrated Circuit Industry Investment Fund Phase III Co., Ltd. ② The company is jointly owned by 19 shareholders, including the Ministry of Finance, Guokai Finance Co., Ltd., Shanghai Guosheng (Group) Co., Ltd., Industrial and Commercial Bank of China Co., Ltd., China Construction Bank Co., Ltd., Agricultural Bank of China Co., Ltd., and Bank of China Co., Ltd.