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Source: Associated Press of Finance
According to the Financial Associated Press on May 19, the important news during the weekend included: in terms of macro news, three arrows were launched, and "major measures" of real estate were launched in a centralized manner; Central Bank: 300 billion yuan of affordable housing refinancing will be set up. In terms of industry news, gold price reached 740 yuan/gram! Gold and silver have gone crazy; Officials in Beijing, Shanghai and Shenzhen lowered the interest rate of housing provident fund loans. In terms of corporate news, Shanghai Stock Exchange: terminated the IPO review of Zhongqiao Sports Co., Ltd; Paineng Technology : Wei Zaisheng, the chairman of the company, was investigated and detained; In terms of overseas news, the Dow closed above 40000 for the first time, Fangduoduo soared 321%, and silver prices hit a new decade high; Apple plans to launch a thinner iPhone in 2025, which may be priced higher than Pro Max.
Macro news
Three arrows fired together! "Major measures" of real estate are launched in a centralized manner
On May 17, the Central Bank issued three successive blockbuster notices on real estate, respectively on lowering the interest rate of individual housing provident fund loans, lowering the minimum down payment ratio of individual housing loans, and canceling the lower limit of the policy for individual housing loan interest rates. Among them, the Central Bank decided to cut the loan interest rate of individual housing provident fund by 0.25 percentage points from May 18, 2024.
Central Bank: 300 billion yuan of affordable housing refinancing will be set up
The People's Bank of China announced on May 17 that it plans to establish affordable housing refinancing. The scale of refinancing is 300 billion yuan, the interest rate is 1.75%, the term is one year, and the term can be extended four times. The distribution targets include 21 national banks, including the National Development Bank, policy banks, state-owned commercial banks, postal savings banks, joint-stock commercial banks, etc. In accordance with the principle of independent decision-making and risk bearing, the bank will grant loans to local state-owned enterprises selected by the city government to purchase commercial houses that have been built but not sold and use them as affordable housing. The People's Bank of China will issue re loans based on 60% of the loan principal, which can drive bank loans of 500 billion yuan.
The CSRC, the Ministry of Public Security and other four departments jointly issued documents! Strictly crack down on illegal and criminal activities of securities and futures according to law
On May 17, the Supreme People's Court, the Supreme People's Procuratorate, the Ministry of Public Security and the Securities Regulatory Commission jointly issued the Opinions on Several Issues Concerning the Handling of Securities and Futures Illegal and Criminal Cases, which clearly proposed to adhere to the zero tolerance requirement and strictly crack down on securities and futures illegal and criminal activities according to law. The Opinions put forward that we should adhere to the zero tolerance requirement and strictly crack down on illegal and criminal activities in securities and futures according to law. We will intensify investigation and punishment, adhere to the principle of moving everything away, arresting when caught, and prosecuting when sued, strictly control the application of probation, increase the application and execution of property punishment, maximize the recovery of stolen goods and damage, and improve the whole chain of attack and all-around accountability system.
SAFE: The net purchases of domestic bonds and stocks by foreign investors in April were 124.7 billion yuan and 45.1 billion yuan respectively
In April 2024, China's cross-border capital flow will be affected by multiple factors. Among them, the development of foreign trade has shown an obvious positive trend, the cross-border trade surplus in goods has maintained a high scale, and it continues to play a fundamental role in stabilizing cross-border capital flows; Foreign capital actively allocated RMB assets. In April, the net purchases of domestic bonds and stocks by foreign investors were 124.7 billion yuan and 45.1 billion yuan, respectively. In addition, cross-border foreign currency receipts and payments were basically balanced in April, and cross-border RMB net outflow increased, mainly reflecting the impact of relatively low RMB financing costs. Since May, the internal and external environment has continued to improve, and cross-border capital flows have become more balanced. In the future, as the positive factors in China's economic operation continue to increase, the supporting role of the basic foreign exchange market will be further strengthened, which will help China's cross-border capital flows become more balanced.
Industry news
Ministry of Commerce: initiate anti-dumping investigation on imported polyoxymethylene originating in the EU, the United States, Taiwan and Japan
Since the date of this announcement, the Ministry of Commerce has initiated an anti-dumping investigation on imported copolyparaformaldehyde originating in the EU, the United States, Taiwan and Japan. The dumping investigation period determined in this investigation is from January 1, 2023 to December 31, 2023, and the industrial injury investigation period is from January 1, 2021 to December 31, 2023. Copolyformaldehyde has good comprehensive mechanical properties such as high mechanical strength, high fatigue resistance, high creep resistance, etc. It can partially replace copper, zinc, tin, lead and other metal materials, and can be directly used or modified for automotive accessories, electronic appliances, industrial machinery, daily necessities, sports equipment, medical appliances, pipe fittings, building materials and other fields.
Beijing, Shanghai, Shenzhen official propaganda! The latest announcement of the Ministry of Housing and Urban Rural Development on lowering the housing provident fund loan interest rate
"I bought the house last year, but now the provident fund has been reduced, can I enjoy it?" The central bank cut the personal housing provident fund loan interest rate in the "three consecutive issues" on Friday, which is particularly noteworthy. For the "house slaves" who have already got on the car, whether the stock loans can enjoy the same preferential treatment is their most concerned topic. On May 18, in response to the central bank's policy, housing provident fund centers in many places lowered the interest rate of provident fund loans in succession, and also made a detailed description of existing loans.
Gold price reaches 740 yuan/gram! Gold and silver have gone crazy
Recently, the global market ushered in a wave of "all metal craze". On Friday, gold and silver surged again, the silver price climbed to an 11 year high, and the gold price also rebounded to an all-time high in April. The price of copper in New York and Shanghai Stock Exchanges hit new highs one after another after the epic price of copper in New York. At the weekend, many gold stores quickly raised the retail price of gold. At present, the price of gold jewelry of various domestic brands has reached around 740 yuan/gram, and many gold stores have set new records.
Energy Administration: the electricity consumption of the whole society in April increased by 7% year on year
In April, the power consumption of the whole society was 741.2 billion kWh, up 7.0% year on year. In terms of power consumption by industries, the primary industry consumed 9.6 billion kilowatt hours, up 10.5% year on year; The electricity consumption of the secondary industry was 517.1 billion kWh, up 6.2% year on year; The electricity consumption of the tertiary industry was 127 billion kWh, up 10.8% year on year; The domestic electricity consumption of urban and rural residents was 87.5 billion kWh, up 5.9% year on year.
important news
Shanghai Stock Exchange: Termination of IPO review of Zhongqiao Sports Co., Ltd
On May 17, the Shanghai Stock Exchange issued the decision on terminating the review of the IPO of Zhongqiao Sports Co., Ltd. and listing on the main board of Shanghai Stock Exchange. As Zhongqiao Sports Co., Ltd. and its sponsor withdrew their application for issuance and listing, according to the relevant provisions of Article 63 of the Rules of Shanghai Stock Exchange for Examination of Stock Issuance and Listing, the Exchange terminated its examination of issuance and listing.
Shenzhen Stock Exchange: This week Zhengdan Shares 、 *ST reclamation (Rights protection) Focus on monitoring securities with abnormal fluctuations
From May 13 to May 17, the Shenzhen Stock Exchange took self-discipline supervision measures on 167 abnormal securities transactions, involving intraday pressure and false declaration and other abnormal transactions; Focus on monitoring abnormal rise and fall securities such as "Zhengdan Shares" and "* ST Reclamation"; A total of 42 major issues of listed companies were checked, and 5 clues of suspected violations of laws and regulations were reported to the CSRC.
Paineng Technology: Wei Zaisheng, Chairman of the Company, was investigated and detained
Paineng Technology announced that the company recently received a notice from its controlling shareholder, ZTE New Communications Co., Ltd. (hereinafter referred to as "ZTE New"), and ZTE New received a notice issued by the Yongqing County Supervision Committee that Wei Zaisheng, the chairman of the company, was investigated and detained. Up to now, the Company's control right has not changed, the Board of Directors and Supervisors operate normally, and the production and operation of the Company and its subsidiaries are in normal order. This matter will not have a significant impact on the daily production and operation of the Company.
Zhongtai Chemical (Rights protection) : Other risk warnings will be implemented after receiving the administrative penalty decision
Zhongtai Chemical announced that the company and relevant responsible persons received the Letter of Decision on Administrative Penalty issued by Xinjiang Securities Regulatory Bureau on May 17, and it was found that there were false records in Zhongtai Chemical's 2022 annual report; The related party transactions occupied by the controlling shareholders and their related parties' non operating funds were not disclosed in a timely manner, and there were major omissions in the 2021 and 2022 annual reports; There are false records and major omissions in the annual report of the duration disclosure of corporate bonds and debt financing instruments involved in the case, and the information disclosure of the relevant bond prospectus is inaccurate. Xinjiang Securities Regulatory Bureau decided to order the company to correct, give a warning and impose a fine of 5 million yuan; The relevant parties shall be given a warning and imposed a fine of varying amounts. The trading of the company's shares will be suspended for one day on May 20. The trading will resume from the opening of the market on May 21 and other risk warnings will be implemented. The stock abbreviation will be changed from "Zhongtai Chemical" to "ST Zhongtai", and the daily rise and fall of stock trading will be limited to 5%.
Add three more this week! 15 stocks have been locked in the whole year, and the cheapest A-share in the history of delisting is listed
So far this year, including *ST Baoli 、 ST Modern (Rights protection) 、 *ST Shimao 、 ST Zhongnan 、 *ST Sansheng (Rights protection) 、 *ST Yuebo 、 *ST Meishang (Rights protection) , ST Zhongnan *ST Zuojiang (Rights protection) 、 *ST Tai'an (Rights protection) 、 *ST medium term (Rights protection) 、 *ST Meisheng (Rights protection) 、 *ST Mall 、 *ST Tongda 、 *ST carbon element (Rights protection) 、 *ST civil control (Rights protection) 22 stock announcements including ST VIP, ST Xingyuan, * ST Xinhai, * ST Poten, ST Hongda and * ST Aidi received the notice of termination of listing in advance. Among them, ST Xingyuan, * ST Poten, * ST Xinhai, ST VIP, ST Hongda and * ST Aidi have all been delisted.
Overseas news
The Dow closed above 40000 points for the first time, Fangduoduo soared 321%, and silver prices hit a new decade high
The three major US stock indexes ended up and down at different levels. For the first time, the Dow closed above 40000 points, a record closing high. By the end of the day, the Dow Jones Industrial Average had risen 134.21 points, or 0.34%, to close at 40003.59; The Standard&Poor's 500 stock index rose 6.17 points, or 0.12%, to 5303.27; The Nasdaq Composite Index fell 12.35 points, or 0.07%, to 16685.97. This week, the Dow rose 1.24%, the Nasdaq rose 2.11%, and the S&P 500 rose 1.54%.
Bliss raid! The leading concept stock of "retail investors holding together" in the US stock market plummeted by 65%
After the madness, there are chicken feathers everywhere. A bad news suddenly triggered a crash. On May 17, the game station, the leader of the concept stock of "retail investors holding a group" in the US stock market, announced that it would issue 45 million additional ordinary shares in the form of "issue at market price". Affected by this, the share price of the game station suddenly plummeted. At one point in the day, it fell by more than 28%, and the latest share price fell 65.7% from the highest price in the week.
Apple plans to launch a thinner iPhone in 2025, which may be priced higher than Pro Max
According to insiders, Apple is developing a much thinner iPhone, which could be released as early as 2025. This thinner iPhone may be released at the same time as iPhone 17, and is expected to be released in September 2025. People familiar with the matter said that the price of this iPhone may be higher than that of iPhone Pro Max, which is Apple's most expensive model at present, starting at $1200. （The Information）
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