BK0008 Diversified Finance
- 472.610
- +6.852+1.47%
China Reinsurance plans to issue perpetual bonds not exceeding 3 billion yuan. Net profit in 2023 sharply declined by 96.86% year-on-year, and the stability of profitability remains to be seen.
①China Life Insurance plans to issue perpetual bonds in the interbank bond market with a total amount not exceeding RMB 3 billion; ②The funds raised from this bond issuance will be used to supplement core Tier 2 capital and improve the company's solvency; ③China Life Insurance's 2023 profit fluctuated significantly, and future profitability stability is a concern.
Q1 net revenue and profit showed double-digit growth, China Railway Emergency Response: The Korean market is expected to generate benefits this year|Financial Report Interpretation
① Huatie Emergency Q1 revenue and net profit continued to grow in double digits, while the company's expenses also showed a significant year-on-year increase; ② The next period will still be a period of rapid development of the aerial work platform industry, and growing demand will push the company to increase investment in aerial work platforms; ③ Huatie Emergency stated that the company has long been optimistic about the development potential of overseas business, and the Korean market is the first step in internationalization.
In rare cases, two payment institutions were punished by the Foreign Exchange Bureau within one day. La Cala's fine multiplier exceeded 100 times, and the focus was refocused on real and legal transactions
① Two foreign exchange fines, La Cala and Fuyou Pay, were made public on the same day. This is not common. There were no more than one or two foreign exchange fines for payment institutions for the whole of 2023. ② Foreign exchange business fines have always been strict, and La Cala's fine multiplier this time is more than 100 times. Some industry insiders said that supervision of cross-border capital flows has always been strict, especially against illegal outflows and inflows of foreign exchange.
The stock price of COFCO Capital strengthened again and closed for 3 consecutive ups and downs in January
① Today, the stock price of COFCO Capital rose and stopped for a while in the afternoon. At the close, COFCO Capital reported 8.87 yuan/share, an intraday increase of 8.97%, with a total market value of 20.437 billion yuan; ② Previously, the company released its 2023 annual results report. It is expected to achieve net profit of 990 million yuan to 1.06 billion yuan during the reporting period, an increase of 65.83%-77.56% over the same period last year.
The State Assets Administration Commission fully launched the market value management assessment of listed companies, and the Zhuhai Municipal State-owned Assets Administration Commission launched a new round of restructuring and integration actions
① The State Council's State-owned Assets Administration Commission stated that it will comprehensively implement market value management assessments for listed companies on the basis of early pilot exploration and experience accumulation. ② The reporter learned from the Zhuhai State-owned Assets Administration Commission that the Zhuhai State-owned Assets Administration Commission has launched a new round of restructuring and integration actions.
Which companies did Huajin Capital go up and down today?
① China Investment Corporation's 2024 business management work conference revealed that it will promote the construction of Huijin's “three major platforms” and enrich and upgrade equity management tools. Affected by this, Huajin Capital rose and stopped strongly today. ② Among foreign investments, advanced manufacturing and healthcare are the areas where Huajin Capital invests the most. Up to now, Huajin Capital has invested in 12 listed companies, including Preferred Choice and NARI Radar.
Lots of information! The third quarterly report of famous public fundraisers has been released. Star fund managers such as Ge Lan, Zhou Weiwen, and Zhao Yi look at the future market this way
Another group of well-known fund managers have released their three-quarter reports!
South China Futures Morning meeting: precious Metals Market is expected to maintain a volatile trend
Asia Union Development: proposed transfer of 100% stake in Dalian Asia Union
Ya Lian Development announcement intends to sell 100% equity of Dalian Yalian Investment Management Co., Ltd., a wholly-owned subsidiary, to easyJet Trading, Wanyue Industry and Hehe at a price of 76 million yuan.
Yongan Futures will be listed on the Shanghai Stock Exchange on December 23.
Yongan Futures announced that the company's shares will be listed on the Shanghai Stock Exchange on December 23.
CNPC Capital: shareholder Straits Energy plans to reduce its holdings by no more than 1.95%.
CNPC Capital: shareholder Straits Energy plans to reduce its holdings by no more than 1.95%.
South China Futures Morning meeting: pre-festival steel prices may still be dominated by range shocks
Afternoon comment: energy chemicals led the decline in fuel oil by more than 4%, liquefied petroleum gas and crude oil by nearly 4%.
On December 20, most varieties of domestic futures fell in early trading, with Neng chemicals leading the decline. Low-sulfur fuel oil, fuel oil fell by more than 4%, liquefied petroleum gas, crude oil, ethylene glycol, PTA, glue 20 fell by more than 3%. In terms of increase, manganese silicon rose by more than 3%, and coking coal by more than 2%. International Trade Futures Review one-year LPR downgrade, five-year unchanged after the landing of LPR. Loose expectations are still there, and the market still has expectations for subsequent cuts in MLF and OMO interest rates. Further downgrades of LPR and MLF in the first quarter of next year are not ruled out. LPR is downgraded to one year, which aims to reduce the cost of physical financing.
South China Futures Morning meeting: the overall supply and demand pattern of coking coal is good and can be considered as a multi-allocation strategy.
News flash: the change of brokerage stocks has led to a rise of more than 8% in Hualin Securities.
December 17 news, brokerage stocks rose, as of press release, Hualin Securities rose more than 8%, Northeast Securities, China Investment Capital, Everbright Securities, the first venture followed the rise. On the news side, the RRR cut brings loose liquidity expectations, brokerage as a liquidity-sensitive plate, RRR reduction is expected to enhance the action on the plate. The central bank announced an across-the-board RRR cut of 0.5 percent, which is expected to release 1.2 trillion yuan in incremental funds. BofA Securities expects brokerages to be the main beneficiaries of the RRR cut as liquidity improves, market trading volume is likely to remain high and low market interest rates are expected to boost earnings and performance. Register
South China Futures Morning meeting: pre-festival steel prices may still be dominated by strong fluctuations in the range.
Futures market opened: thermal coal rose more than 6% methanol, iron ore rose more than 3%
On December 17, most of the domestic futures market opened up, with thermal coal up more than 6%, coking coal up more than 4%, methanol and iron ore up more than 3%. Institutional point of view: accidents occur frequently at the end of the year, thermal coal disk rose sharply in early trading, the main thermal coal contract is strong, is now up more than 6%. South China Futures said that more than 20 people were trapped in a flooding accident in Luliang, Shanxi province yesterday, and that they have made every effort to organize the rescue. Yesterday, coal stocks in the secondary market rose sharply, and the futures market 05 contract rose sharply at the same time, and the market mood improved. Near the end of the year, safety regulation tends to be tighter, so it is difficult for the supply side to maintain high growth, but production is still high.
News flash: the concept of coal opens and strengthens Jingyuan Coal and Power Co., Ltd.
December 17 news, the coal concept opened strong, as of press release, Jingyuan coal power limit, Yanzhou Mining Energy, China Coal Energy, Mountain Coal International followed up. In the news, on the morning of December 16, the National Development and Reform Commission held a regular press conference in December. Meng Wei, a spokesman for the National Development and Reform Commission, said that in the next step, the National Development and Reform Commission will fully listen to the opinions and suggestions of all sectors of society. further in-depth study and demonstration, timely introduction of targeted policies and measures to guide the coal market price to operate in a reasonable range Promote the effective linkage of coal and electricity prices through market-oriented means, and promote the coordinated and high-quality development of upstream and downstream.
Most futures markets closed higher: coking coal and asphalt rose by nearly 5%, urea by nearly 5%, and fuel by more than 3%.
On December 16, most domestic futures closed up, with coking coal up nearly 5%, asphalt up more than 4%, fuel and urea up more than 3%, low-sulfur fuel oil, iron ore, hot roll, methanol, cotton yarn, thread, and soda ash up more than 2%. Starch and manganese silicon fell by more than 1%. National Development and Reform Commission: guide the coal market price to operate within a reasonable range in the near future, our price department went to coal and power enterprises to carry out special research, held symposiums of coal and power enterprises, extensively listened to the opinions and suggestions of enterprises, and studied and improved the price formation mechanism of the coal market. With regard to the specific situation of the research, in the survey, the participating enterprises generally said that coal
Sichuan Shuangma: it is proposed to change the company name to "Sichuan Harmony Shuangma Co., Ltd."
Sichuan Shuangma announcement plans to change the company name to "Sichuan Harmony Shuangma Co., Ltd.". At the beginning of listing, the company's main business is cement manufacturing and sales. With the gradual development of business, the company has become a listed company engaged in industrial investment and management and equity investment fund management.