In June, the sales area of commercial housing decreased by more than 20%. What happened in 5438+ 10? Come and have a look with me.
In the year when the regulatory storm hit, more than 2,000 private placements were cancelled.
Enterprise Early Warning Communication Daily Risk Early Warning Morning Post
20221October/Wednesday, KLOC-0/6 16
concentrate on
1, suddenly terminate the IPO! BYD Semiconductor's latest response
2. Xinyuan Service's 402 million yuan time deposit was mortgaged without knowing it.
3. The regulatory storm struck. During the year, more than 2000 private placements were cancelled.
Attention today
1, suddenly terminate the IPO! BYD Semiconductor's latest response
165438+1October15th night, BYD (002594) suddenly issued an announcement to terminate the spin-off and listing of its holding subsidiary BYD Semiconductor. Regarding the termination of IPO at this time, BYD immediately replied to the reporter: The company's initiative to withdraw the application is a prudent decision made after fully demonstrating the market situation and the urgency of project construction, paving the way for rapid development in the future.
2. Xinyuan Service's 402 million yuan time deposit was mortgaged without knowing it.
Xinyuan Service (0 1895) announced that a number of time deposits of about 402 million yuan deposited in the bank by its subsidiary Xinyuan Technology Service have been pledged to Bank of Zhengzhou and Huaxia Bank. The mortgage was made without the knowledge and consent of the current board members or senior management of the company.
3. Guo Shengjin controlled seven directors and supervisors to change people on the same day! What is a "big change of blood"
On June 5438+05, Guo Sheng Jinkong (002670) announced personnel changes, and three directors, three independent directors and 1 supervisor resigned. At the same time, Jiangxi Trade, the controlling shareholder, nominated seven candidates. At this point, the new owner, Guo Sheng Financial Holdings, will complete the "big change" of management personnel, and Jiangxi Trading Company will nominate 10 board members and supervisors. According to the announcement disclosed by Guo Shengjin Financial Holdings, the above-mentioned resignees all resigned from the board of directors and the board of supervisors for personal reasons, and resigned from the Committee.
Bond early warning
1, Qiao Rong group: in 2023, the payment date of "20 Qiao Rong 02" will be adjusted to 1 1.08.
Qiao Rong Group Co., Ltd. announced that the first bondholders' meeting of "20 Qiao Rong 02" in 2022 reviewed and approved the Proposal on Adjusting the Payment Arrangement of Principal and Interest, and adjusted the payment date to 2023 1 18.
2. Standard & Poor's: downgrade the credit rating of the long-term issuer of Greenland Holding Group to "SD"
According to the S&P report, the credit rating of the long-term issuer of Greenland Holding Group Co., Ltd. was downgraded from "CC" to "SD", and the issuance rating of senior unsecured notes due on July 3, 2024 was confirmed as "C".
3. Standard & Poor's: At the request of Gemdale, its relevant credit rating was revoked.
According to the S&P report, the credit rating of the long-term issuer of Gemdale (Group) Co., Ltd. was downgraded from BB to BB-, and the credit rating of its subsidiary Brilliant Trading Co., Ltd. was downgraded from BB- to B+. Subsequently, at the request of the company, Standard & Poor's revoked the credit rating of the above-mentioned issuer, and the outlook before the rating revocation was "negative".
4. Hefeng shares: the controlling shareholder and its concerted parties reduce their holdings of "Hefeng convertible bonds"
Hefeng Food Co., Ltd. announced that during the period from 1 October 10 to1October 15, the controlling shareholders Mr. Jin Weidong, Mr. Ding Yunfeng, Ms. Shao Caimei and Changzhou jointly reduced their holdings of "Hefeng Convertible Bonds"/kloc-through the trading system of Shanghai Stock Exchange.
5. Deputy General Manager of Guangxi Investment Group voluntarily surrendered himself for investigation.
According to the news from the Supervision Committee of the Commission for Discipline Inspection of Guangxi Zhuang Autonomous Region, Liu Hong, member of the Party Committee and deputy general manager of Guangxi Investment Group Co., Ltd., was suspected of serious violation of the law and voluntarily surrendered himself. At present, it is undergoing disciplinary review and supervision investigation by the Supervision Committee of the Commission for Discipline Inspection of Guangxi Zhuang Autonomous Region.
6. Hegang Group: Cancel the issuance of "22 Hegang Group CP002"
Hegang Group Co., Ltd. announced that in view of the recent market volatility, the company intends to cancel the issuance of the second phase of short-term financing bonds of Hegang Group Co., Ltd. in 2022 and will issue them separately.
Stock early warning
1. Chairman and Secretary-General of Zedayisheng received a warning letter from Tianjin Securities Regulatory Bureau.
/kloc-on 0/5, Zeda Yisheng (688555) announced that Tianjin Securities Regulatory Bureau had decided to take the supervision and management measures of issuing warning letters to Chairman and General Manager Lin Ying, Director, Deputy General Manager, Chief Financial Officer and Secretary of the Board of Directors Ying Lan. After investigation, the disclosure of information on financial matters entrusted by the company was illegal, and the idle raised funds temporarily supplemented the working capital and were not returned.
2. StAnxin: 1 Newly filed a lawsuit, suing the company for undertaking the guarantee responsibility.
ST Anxin (600816)165438+10/0/5 evening announcement. Recently, the company received a summons issued by the court, and Tianjin Jincheng Bank Co., Ltd. filed a lawsuit against five defendants, including Anxin Trust Co., Ltd., involving a total amount of 44.2385 million yuan. The new litigation case is that the debts involved in the company's early guarantee are overdue, and the company is sued for the guarantee responsibility.
3. Jacky shares: 65,438+05,306,500 shares of the company held by the controlling shareholder will be auctioned by the judicial authorities.
Jacky shares (600321)165438+10/5 announced that 15306500 shares of the company held by the controlling shareholder Jacky Real Estate Development Co., Ltd. will be subject to judicial auction, accounting for 4.08% of the shares held by Jacky Real Estate.
4. Annoqi: The wholly-owned subsidiary received the decision of administrative punishment from the Bureau of Ecology and Environment.
Annoqi (300067)165438+1October 15 announced that Dongying Annoqi Textile Materials Co., Ltd., a wholly-owned subsidiary of the company, recently received the administrative penalty decision issued by Dongying Ecological Environment Bureau. Dongying City Bureau of Ecology and Environment decided to impose a fine of 662,500 yuan on Dongying Annoqi.
5. Le Tong Co., Ltd. received an inquiry letter, requesting to explain the specific reasons for the continuous loss of operating performance.
Le Tong Co., Ltd. (0023 19) received an inquiry letter from the third quarterly report of Shenzhen Stock Exchange, requesting supplementary disclosure of the specific reasons for the continuous loss of operating performance during the reporting period, and explaining whether the related unfavorable factors are sustainable. It is required to quantify whether the company has negative net assets or risks.
6. The disclosure is not timely. Jinfeng Liquor was promptly appointed as the secretary of the board of directors and was warned by the Shanghai Stock Exchange.
Jinfeng Liquor Industry (600616)165438+10 15 announced that the Shanghai Stock Exchange decided to give Zhang Liyun, then secretary of the board of directors of Jinfeng Liquor Industry, a regulatory warning. The reason is that the company's withdrawal and disclosure of inventory depreciation reserve is not timely, which affects the reasonable expectations of investors and violates relevant regulations.
7.*ST Fu Ren: All the shares of the company held by Fu Ren Group, the controlling shareholder, have been seized and frozen by the judicial authorities.
165438+1October15th, *ST furen (60078 1) announced the freezing of the controlling shareholder's shares. The frozen shares are 36,766,900 shares held by Fu Jen Group, accounting for 100% of its shares and 5.88% of the company's total share capital. All the shares of the company held by the controlling shareholder have been sealed up and frozen by the judicial authorities, and there are still many cases waiting to be frozen.
Financial interbank early warning
1, the regulatory storm is coming. During the year, more than 2000 private placements were cancelled.
According to the Beijing News, up to now, more than 2,000 private fund managers have been cancelled during the year, of which 770 were forcibly cancelled by the China Foundation for reasons such as losing contact, abnormal operation and disciplinary action. This figure has once again set a new record. In contrast, in 2020 and 20021year, 608 and 593 private fund managers were forcibly cancelled by the China Foundation.
2. Nearly 300 enterprises cancelled or postponed the issuance of bonds.
According to Cailian, the data shows that since June 1 1, 55 bonds have been cancelled in the whole market, with a total issuance scale of 55.27 billion yuan. The number of cancellations increased by 70.33% and 14.438+0% compared with June and September respectively. The number of bonds cancelled in the whole month of 10 was 258, compared with 278 in September.
3. In the first three quarters, the growth rate of net profit of commercial banks was 1.2%, while that of rural commercial banks decreased by 57.74%.
2 1 financial report data shows that in the first three quarters, commercial banks realized a cumulative net profit of 1.7 trillion yuan, a year-on-year increase of 1.2%. Among them, the net profit of rural commercial banks was 76.4 billion yuan, a significant decrease of 65.438+0044 billion yuan or 57.74% compared with 65.438+0808 billion yuan in the same period last year.
4. Henan province: strictly control non-main business investment and prohibit high-risk entrusted wealth management and other activities.
The State-owned Assets Supervision and Administration Commission of Henan Province promulgated the Measures for the Supervision and Administration of Enterprise Investment in Henan Province. Among them, enterprises are required to focus on the main business and strictly control non-main business investment; Strictly restrict speculative financial investment. It is forbidden to invest in financial derivatives transactions such as futures other than hedging and high-risk entrusted wealth management activities.
5. Liu Qi: The supervision will focus on issues such as false net worth management and implicit rigid redemption.
According to every report, Liu Qi, deputy director of the Shanghai Banking Insurance Regulatory Bureau, said at the "2022 China Asset Management Annual Meeting" that future supervision will focus on issues such as false net worth management and implicit rigid redemption, requiring wealth management companies to pay special attention to the whole business life cycle, especially the compliance management and risk management of investment transactions.
The number of shareholders with 6.465,438+0 shares decreased by more than 3 periods, with a maximum decrease of 65,438+03 periods.
According to the Securities Times, 323 listed companies announced the latest number of shareholders as of June 1 10. Compared with previous periods, the number of shareholders of 4 1 share has decreased for more than three consecutive periods, and at most it has decreased by 13.
Industry early warning
In June 1 and June 1, the sales area of commercial housing decreased by over 20%.
The National Bureau of Statistics released the national real estate development investment and sales data from June/KLOC-0 to June 1 0. The data shows that from 1 to 10, the sales area of commercial housing is111790,000 square meters, down 22.3% year-on-year, of which the sales area of residential housing is down 25.5%. Commercial housing sales108.832 billion yuan, down by 26. 1%, of which residential sales decreased by 28.2%.
2. Does the lithium battery factory reduce production? Lithium battery industry chain enterprise response: not true.
According to china securities journal, on June 5438+065438+1October 15, there were market rumors that the price of battery-grade lithium carbonate approached 600,000 yuan/ton, and lithium battery factories reduced the output of material enterprises. A number of lithium battery factories and lithium battery materials companies replied to reporters that they were "untrue". Among them, the related person of diaphragm leader En Jie Co., Ltd. responded that "the company's production is now in short supply".
3. The supply and demand are unbalanced, and the rent of automobile carriers is rising.
According to the report of Shanghai Stock Exchange, the current rental level of automobile carriers has increased by nearly 10 times compared with the low point two years ago. As for the reasons for the sharp increase in freight rates of automobile carriers, industry insiders said that since last year, the global demand for new energy vehicles has increased substantially, but on the supply side, since 20 16, there have been fewer orders for new shipbuilding of automobile carriers, and the current transportation capacity is at a low level, resulting in a serious imbalance between supply and demand.
10 in April, the output of integrated circuits decreased by 26.7% year-on-year.
According to the data of the National Bureau of Statistics, the monthly output of integrated circuits in 10 was 22.5 billion pieces, down 26.7% year-on-year. 1- 10, the cumulative output was 267.5 billion pieces, down 12.3% year-on-year. 10, the monthly output of microcomputer equipment was 352 10/0,000 units, down16.6% year-on-year; The cumulative output of 1- 10 was 35 1.34 million vehicles, down 8.8% year-on-year.
Disclaimer: This report is compiled by Shanghai Great Wisdom Cai Hui Data Technology Co., Ltd. (hereinafter referred to as "the company"). This report is based on legally obtained information, but our company does not guarantee the accuracy and completeness of this information. I am not responsible for any risks and benefits arising therefrom.
In June, the sales area of commercial housing decreased by over 20% 5438+ 10. What is the trend in the fourth quarter?
In the fourth quarter, the real estate industry is still in a slow recovery period, and the real estate sales and new construction area have stabilized at a low level.
The National Bureau of Statistics released the national real estate development investment and sales data from June/KLOC-0 to June 1 0 in 2022. The data shows that from 1 to 10, the sales area of commercial housing is111790,000 square meters, down 22.3% year-on-year, of which the sales area of residential housing is down 25.5%. Commercial housing sales108.832 billion yuan, down by 26. 1%, of which residential sales decreased by 28.2%.
Compared with the previous September, the cumulative year-on-year decline of national commercial housing sales in the first 10 month continued to shrink.
On a monthly basis, according to CBN's calculation, the sales area and amount of commercial housing in China in June+10 in May 438 were 97.57 million square meters and 945.2 billion yuan, respectively, which were 29.52 million square meters and 293.8 billion yuan lower than the same period last year (65.438+0.2709 million square meters and 65.438+0.239 billion yuan).
Sales of real estate enterprises above designated size also continued to be sluggish. According to the latest statistics of Ke Rui real estate research, the overall sales of the top 100 real estate enterprises decreased by 2.6% month-on-month, which was higher than the average level in previous years. Cumulatively, the year-on-year decline of the sales of the top 100 real estate enterprises from 1 to 10 remained at a high level of 44%.
After entering the "Golden September and Silver 10", housing enterprises have stepped up their efforts to reduce prices and promote sales. Affected by the domestic multi-regional epidemic in June 5438+ 10, the normal supply rhythm of housing enterprises was disrupted, and the statistics of market institutions showed that the supply in more than half of the cities was halved. At the same time, due to the downward pressure on the industry and the macro economy, the wait-and-see mood is still relatively strong.
According to the financial data released by the central bank, in June 5438+ 10, residents' medium and long-term loans increased by 33.2 billion yuan, a year-on-year decrease of 388.9 billion yuan.
There is no obvious sign of recovery at the sales end, and the financing difficulties of private housing enterprises continue to put pressure on the cash flow of housing enterprises. Statistics from the National Bureau of Statistics show that from June 5438+0 to June 5438+0, real estate development enterprises received1254.8 billion yuan, down 24.7% year-on-year. Among them, "deposits and prepayments", which accounted for the second highest proportion, had the largest decline, accounting for 33.8%.
In addition to sales rebates, the growth rate of self-raised funds, mainly direct bond financing, also continued to decline. June 1-June1,the self-raised funds of real estate development enterprises were 4,485.6 billion yuan, down 14.8%.
China Merchants Securities believes that the poor bond financing channels have caused obvious marginal drag on the recovery of the capital chain of housing enterprises compared with the sales return.
From June 1 to June 1, the newly started area and completed area of the house were 103722 million square meters and 465.65 million square meters respectively, down by 37.8% and 18.7% respectively.
CBN noted that with the continuous progress of the "building guarantee" project, the completion speed has been accelerated. Compared with the data of1-September (-19.9%), the year-on-year decline of the completed real estate area in China continued to shrink.
However, the improvement of the scale of new construction and completion did not drive the overall recovery of real estate investment. From 1 to 10, the national real estate development investment was11394.5 billion yuan, down 8.8% year-on-year; Among them, residential investment was 8,652 billion yuan, down 8.3%.
Entering 1 1 month, the supply and demand of real estate are welcoming more policy support. On June 5438+00, the Dealers Association accepted the registration and issuance of 20 billion yuan storage shelves of Longhu Group, and the "second arrow" of private enterprise financing officially landed; Shortly afterwards, the Central Bank and China Banking and Insurance Regulatory Commission issued Circular No.254, putting forward the requirements of 16, such as actively doing a good job in the financial service of "guaranteeing the delivery of buildings", actively cooperating with the risk management of trapped housing enterprises, and protecting the legitimate rights and interests of housing finance consumers according to law; On June 5438+04, the Central Bank, China Banking and Insurance Regulatory Commission and the Ministry of Housing and Urban-Rural Development jointly issued a document, allowing commercial banks and high-quality housing enterprises to carry out the business of replacing pre-sale supervision funds with letters of guarantee.
Looking forward to the market outlook, China Merchants Securities predicts that more cities will recover before the end of this year due to the frequency of relaxation of urban policies, which will help stimulate the release of suppressed demand for improved inventory and enable the weak marginal improvement of sales to continue in the short term. However, due to the downward pressure on housing prices, it may still be necessary to wait for the obvious recovery of residents' expectations of buying houses, or observe the nodes at the end of the first quarter of next year. In addition, with the gradual landing of supply-side financing support, it will change the competitive price reduction of housing enterprises, which will become a prerequisite for alleviating the downward pressure on housing prices.
Wang Tao, head of Asian economic research at UBS Investment Research Department and chief China economist, also believes that the real estate policy will continue to be relaxed in the coming months. In 2023, if the investment and construction of projects under construction are accelerated, the overall real estate investment is expected to stabilize. Therefore, the drag of the real estate downturn on GDP growth in 2023 will be significantly less than that in 2022.