Good news delivery on the morning of May 4

Securities Times Network May 04 news domestic large passenger aircraft C919 first flight tomorrow

China Commercial Aircraft Corporation released a message yesterday that China's new generation of large-scale jetliner C919 with full independent intellectual property rights plans to fly at Shanghai Pudong International Airport on May 5th. If the weather conditions are not available, it will be postponed. The C919 passenger aircraft is China's first trunk civil aircraft developed in accordance with the latest international airworthiness standards. The basic hybrid layout is 155, with 169 economical layouts and 175 high-density layouts. The standard range is 4,075 kilometers and the maximum range is 5,555 kilometers. The picture shows the staff is maintaining the C919.

Since July, the value-added tax rate for agricultural products (000061, shares) has dropped to 11%.

In the recent State Council executive meeting, the VAT rate will be reduced from five to four. Yesterday, the Notice of the Ministry of Finance and the State Administration of Taxation on the policy on the deductible VAT rate is clear, starting from July 1, 2017. , the deductible VAT rate structure, canceled the 13% VAT rate.

The State Council executive meeting held on April 19 decided that from July 1 this year, the VAT rate will be reduced from four to 17%, 11% and 6%, and the 13% tax rate will be abolished; Natural gas and other VAT rates have fallen from 13% to 11%.

Important shareholders "buy and buy" a number of listed companies have been increased

Recently, the market is not popular, and important shareholders or directors of listed companies have increased their holdings or issued a plan to increase their confidence in the company.

Bingkang shares announced on the evening of May 3 that the company's actual controller, Li Zongsong, intends to increase its holdings by 1% to 3% in 12 months at a price of no more than 35 yuan per share. The closing price of Bikang shares on May 3 was 25.67 yuan / share. Li Zongsong’s reasons for the increase in holdings are “full confidence in the company’s development prospects” and “firm investor confidence”.

For almost the same reason, Yabate real-control person Lu Yong plans to increase holdings of not less than 50 million yuan in 6 months; Mengwen Rongxin real-control person Yu Wensheng increased 500,000 shares on May 3, and does not rule out to continue for half a year. Increase holdings.

Shanghai Culture Broadcasting and Television Group Co., Ltd. (hereinafter referred to as “Shanghai Wenguang”), the controlling shareholder of Oriental Pearl, increased its holdings by 250,000 shares on May 3, with an investment of RMB 5,372,600. On the previous day, Shanghai Wenguang increased its holdings of 996,000 shares and invested 21.11.94 million yuan.

Large aircraft mass production time is faster than expected, and the trillions of industrial business opportunities are emerging.

The C919 may be shorter than expected from the first flight to the real mass production. The expert told the reporter that due to the experience of the ARJ21-700, the C919 production time is estimated to be only four, five years or less. With the mass production, the degree of localization of accessories will continue to increase, and the pulling of related industries will also become larger and larger.

According to the development roadmap of China's civil aviation industry, the development of China's large aircraft will go through the development path of the regional passenger aircraft, the trunk passenger aircraft, and the wide-body aircraft. The mass production of large aircraft will open up the development space of China's aviation industry. According to Airbus's latest global market forecast at the 2016 Zhuhai Air Show, China will need about 6,000 new passenger aircraft and freighters in the next 20 years, valued at $945 billion, accounting for 18% of the total new aircraft demand in the same period of the world.

The central bank reversed the repurchase of "plus yards" short-term funds

At present, monetary policy pays more attention to dynamic and precise regulation. Yesterday, 230 billion yuan of medium-term loan convenience (MLF) expired. As of press time, the central bank did not announce the news of the sequel, but on the same day, it was “overweight” in the open market, and the single-day reverse repurchase volume was set. The new high since mid-February this year.

For the reason why the central bank resumed reverse repurchase, a non-negligible background is that the recent funding situation is still tight. Even though the central bank increased the pressure on reverse repurchase yesterday, the interbank market capital price still rose the most, especially the Shanghai Interbank Offered Rate (Shibor) rose across the board. The overnight Shibor interest rate that fell on the 2nd rose yesterday, 3rd. It rebounded by 2.76 basis points to 2.8415%, while the 7-day Shibor rate rose the most, rising by 4 basis points.

"New" fund allocation target exposure size increased significantly

The A-share market continued to be weak and volatile, and the risk of individual stocks continued to be released. In the eyes of the industry, “new” is still a highly attractive investment method. In fact, the “sensitive” institutional funds for smelling are also more inclined to “play new” funds. It is reported that most “new” funds are essentially institutionalized. The fund company is still actively deploying “new” products, and seeks diversified sources of income through “fixed income + stock bottom position + 'new”” plus hedging strategy.

Judging from the configuration of the stock bottom position, the “new” fund still prefers to use the large-cap blue-chip stocks as the bottom position. In addition, in the past quarter, “the trend has taken place”, and the consumption of white horse stocks has been substantially increased. Specifically, for Yili, Guizhou Moutai, Gree Electric, Ou Feiguang, Dazu Laser, Goer shares and other stocks increased more.

Tesla "good" constantly A-share "little partners" muffled

Recently, news about the strong sales of Tesla's Chinese market, the expansion of super battery factories and the launch of new products have caused the new energy auto industry and industrial chain companies to spur a whirlwind of Tesla. Looking around the A-share market, among the many Tesla concept stocks, who is the true supplier of Tesla? Who is the "small partner" who works closely with Tesla?

Along with a series of Tesla "good news" strikes, many A-share Tesla concept stocks began to "sit." The reporter found from the latest 2016 annual report that there are currently about 10 Tesla suppliers or listed companies with a cooperative relationship in the A-share market, including Junsheng Electronics, Century Star Source, and Wanfeng Olympics. Weihe Tianqi Mould, etc.

Many companies, such as Lansi Technology, Wanfeng Aowei and Huagong Technology, have included Tesla in their international customer list.

Signed more than 760 billion yuan in market-based debt-to-equity swaps

In the context of deleveraging, market-oriented debt-to-equity swaps are accelerating. The China Securities Journal reporter was informed that as of April 19, the amount of market-based debt-to-equity swaps was 767.2 billion yuan, and the actual implementation amount was 59.2 billion yuan. At present, the regulatory authorities are further refining the measures related to market-oriented and rule-of-law debt-to-equity swaps, thereby maximizing support for supply-side reforms and achieving corporate downside.

Experts believe that with the establishment of the joint-stock commercial bank debt-to-equity business subsidiaries and the acceleration of private enterprise debt-to-equity swaps, it is roughly estimated that the total market size of the market-oriented debt-to-equity swap market will be trillions of yuan. The next step should be to refine the policy as soon as possible, and there must be clear provisions on debt-to-equity swaps, implementing agencies, preferred stocks, price conversion, capital market exits, etc., and it is recommended to formulate debt-to-equity swap regulations.

The environmental protection industry is welcoming the first quarter

With the accelerated PPP order and strict environmental supervision, the environmental protection industry is welcoming the first quarter of 2017. The data shows that the net profit of the nine companies doubled in the first quarter, the net profit of the water treatment sector increased by 196.08% year-on-year, and the performance growth exceeded expectations. The solid waste treatment and disposal sector was on the rise, while the atmospheric sector companies were seriously divided.

A number of companies in the water treatment sector are at the forefront of the performance growth. In the first quarter, Botian Environment achieved operating income of 419 million yuan, a year-on-year increase of 80.9%, net profit of 253.51 million yuan, an increase of 1485.45%; Bishuiyuan realized operating income of 1.119 billion yuan, an increase of 77.52%, net profit of 230 million yuan, year-on-year. The growth rate was 554.33%; Bosch achieved operating income of 216 million yuan, a year-on-year increase of 111.21%, and net profit of 16.337 million yuan, an increase of 276.98%.

Textile companies accelerate the layout of the “Belt and Road” market

Under the background of the “Belt and Road Initiative” initiative, textile and garment enterprises have set up factories, investment, acquisitions, etc., and laid out national and regional markets along the line, seeking effective integration of the industrial chain in the global scope. Some textile and apparel companies have achieved performance growth.

Taking Jiangsu Sunshine as an example, the company plans to establish a textile and garment production base in the industrial park of Adama City, Ethiopia. The total investment of the project is 350 million US dollars, and the construction period is expected to be 1 year. It is estimated that the project can realize an annual business income of 241 million US dollars and a total annual profit of 47.136 million US dollars. After the project is implemented, it can produce 10 million meters of wool worsted fabrics and 1.5 million sets of suits.

The company said that setting up a production base in Ethiopia will help reduce labor costs and reduce international logistics costs. This will help the company to continuously expand the international market, further improve and enhance the company's industrial development layout, and further enhance its competitiveness.

Another example is Ruyi Group, which benefited from the expansion of the company's “One Belt, One Road” transformation and upgrading of intelligent manufacturing projects and the drive of international M&A projects. The overall operation of Ruyi Group was good and steadily rising. In 2016, the Group achieved operating income of 29.1 billion yuan, a year-on-year increase of 27.74. %; net profit was 2.5 billion yuan, an increase of 259.74%.

Established the first light quantum computer theme investment materials to heat up

A few days ago, Academician Pan Jianwei of the University of Science and Technology of China announced that the optical quantum computer successfully built by China's scientific research team demonstrated the quantum computing ability beyond the early classic computers for the first time. Stimulated by this news, the quantum communication theme showed strong performance yesterday. The three stocks of Shenzhou Information, Zhejiang Dongfang and Sanlux increased by more than 3%, which became a bright spot in the weak market.

Analysts pointed out that with the deepening of relevant technology research and the commercialization of quantum communication, the quantum communication industry is expected to become a global market with a scale of over 100 billion.