Vim li cas SOE ADR Delisting yog Ib Yam Zoo, Txoj Cai Lij Choj Lifts Sector, MSCI's Quarterly Index Review, Week In Review

Lub Limtiam Ntsuam Xyuas

• Asian equity tau ntau dua nyob rau lub lim tiam no raws li Tuam Tshoj tau tshaj tawm cov ntaub ntawv kev lag luam zoo tshaj qhov kev cia siab, qhia tias kev lag luam thoob ntiaj teb tuaj yeem rov qab los ntawm cov khoom lag luam muaj kev ntxhov siab thiab kev nce nyiaj txiag.
• Tuam Tshoj National Passenger Car Information Exchange Association tshaj tawm tias Tuam Tshoj pib muag khoom tau nce +41% xyoo dhau ib xyoo nyob rau lub Xya Hli.
• Hnub Wednesday, Tuam Tshoj tau tshaj tawm cov ntaub ntawv nyiaj txiag rau lub hli ntawm Lub Xya Hli qhia tias cov neeg siv khoom lag luam tus nqi ntsuas (CPI) tau nce tsuas yog +2.9% xyoo dhau los, piv rau CPI luam tawm ntau dua 8% hauv Asmeskas.
• Softbank txo nws txoj haujlwm hauv Alibaba mus rau 15% los ntawm 24% rau hnub Thursday, tau txais txiaj ntsig los ntawm nws Tuam Tshoj E-Commerce peev tom qab xyoo nyuaj rau cov tub lag luam thev naus laus zis.

Xov Xwm Tseem Ceeb

Tag kis no tom qab kaw hauv Hong Kong, tsib lub tuam txhab suav nrog Asmeskas tau tshaj tawm tias lawv yuav raug rho tawm ntawm New York Tshuag Txauv (NYSE). Lub tsib lub tuam txhab yog tag nrho lub xeev-Owned Enterprises (SOEs). Peb tau sib cav ntev ntev tias qhov kev daws teeb meem muaj peev xwm rau Tuav Cov Tuam Txhab Nyiaj Txiag Txawv Tebchaws (HFCAA) yuav yog kev tshem tawm SOEs vim tias lawv cov kev tshuaj xyuas yuav muaj cov ntaub ntawv rhiab heev. Kev tshawb xyuas SOE tuaj yeem suav nrog cov nyiaj pab tsoomfwv rau cov tuam txhab. Cov tuam txhab ntiag tug tau hais ntev ntev tias lawv tsis muaj dab tsi zais los ntawm kev tshuaj xyuas los ntawm Public Company Accounting Oversight Board (PCOB). Tuam Tshoj Securities Regulatory Commission (CSRC), Tuam Tshoj's SEC, tau tshaj tawm cov lus tshaj tawm tag kis no taw qhia qhov pom tseeb tias tsib lub npe US muaj cov ntim me me thiab suav txog feem pua ​​​​tsawg ntawm cov tuam txhab lag luam. CSRC tseem tau hais tias "Peb yuav tswj hwm kev sib txuas lus nrog cov koom haum tswj hwm txawv teb chaws los koom ua ke tiv thaiv cov cai thiab kev txaus siab ntawm cov lag luam thiab cov tub ua lag luam." Kev ua lag luam qhia tau hais tias qhov qhib qis dua rau Asmeskas cov tuam txhab suav hauv Suav txawm tias kuv txoj kev ntseeg ruaj khov tias qhov no tuaj yeem yog qhov kev txhim kho zoo heev rau kev daws teeb meem rau HFCAA.

Cov khoom lag luam Asian tau nce siab dua vim tias Nyij Pooj tau txais txiaj ntsig tom qab nag hmo ua lag luam hnub so thaum Thaib hnub so rau poj huab tais Sirkit Hnub yug. Nws yog qhov kev sib tham ntsiag to vim tias qhov ntim hauv Hong Kong tsawg.

Cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi hauv Hong Kong yog Tencent, uas tau nce +0.2%, Meituan, uas tau nce +1.53%, China Mobile, uas tau nce +1.45%, Alibaba HK, uas tau nce +1.25%, thiab Li Ning, uas nce +4.78% tom qab muaj zog thawj ib nrab cov txiaj ntsig. Lub zog yog qhov tseem ceeb tshaj plaws hauv Hong Kong thiab Tuam Tshoj Mainland, tau nce +1.8% thiab +2.29% hauv ob lub lag luam, feem, ntawm tus nqi ruaj khov thiab cov ntaub ntawv tso tawm qhia tias thawj ib nrab ntawm kev siv hluav taws xob nce +6% xyoo dhau los nrog ib tug muaj zog thiab muaj zog thib ob ib nrab kwv yees.

Mainland cov khoom lag luam tau tawm ua ntej lub asthiv raws li kev lag luam tau txais txiaj ntsig ntaus lub lim tiam no cov neeg ua haujlwm zoo xws li semiconductors. Lub khoos phis tawj tsim khoom Hygon Cov Ntaub Ntawv (688041 CH) tau nce +66% hauv nws cov IPO hnub no thiab yog qhov kev lag luam loj tshaj plaws hauv Mainland Tshuag thaum hmo ntuj los ntawm tus nqi pauv. Cov vaj tsev muaj hnub zoo nyob rau hauv Mainland, qhov twg cov sector tau nce + 1.22% raws li txoj cai txhawb nqa kom meej meej tuaj rau qhov chaw. Peb tau hais nag hmo tias ntau lub nroog tau txwv lawv cov kev txwv kev yuav tsev los txhawb kev muag khoom.

Tom qab kaw, Lub Xya hli ntuj kev sib sau nyiaj txiag thiab qiv nyiaj tau zoo dua qhov kev cia siab ntawm RMB 756B piv rau qhov kwv yees ntawm RMB 1.35T / Lub Rau Hli 5.17T thiab RMB 679B piv rau qhov kwv yees ntawm RMB 1.125T thiab Lub Rau Hli RMB 2.81T. Qhov kev tso tawm no yuav ua rau muaj kev saib xyuas zoo los ntawm cov neeg tsim cai lij choj raws li cov lus xaiv ntawm RMB 1 trillion txoj kev cawm seej tau raug xaiv.

Tom qab Asmeskas kaw nag hmo, MSCI tau tshaj tawm nws Lub Peb Hlis Index Review, uas yuav raug siv los ntawm cov thawj tswj hwm khoom vaj khoom tsev thaum lub Yim Hli 30.^th. Tuam Tshoj qhov hnyav nyob rau hauv Kev Lag Luam Kev Lag Luam tau npaj siab yuav nce los ntawm 33.5% mus rau 33.8% raws li tus naj npawb ntawm cov khoom lag luam nce los ntawm 716 mus rau 721. Cov khoom tshiab ntxiv suav nrog Tianqi Lithium, uas yog nrov heev txawv teb chaws thiab domestically tuav Tshuag. Tuam Tshoj 721 cov khoom lag luam suav nrog 52% ntawm MSCI EM's 1,386 cov khoom lag luam. Qee lub sij hawm, tus lej suav yuav suav nrog qhov feem pua ​​​​qhov hnyav. Ib qho tuaj yeem sib cav tias Tuam Tshoj tab tom dhau los ua cov cuab yeej cuab tam, xav tau ob qho tib si Tuam Tshoj thiab EM ex-Tuam Tshoj lub tswv yim.

Lub Hang Seng thiab Hang Seng Tech indexes tau nce +0.46% thiab +0.54%, feem, ntawm qhov ntim uas poob -9.33% los ntawm nag hmo, uas yog 56% ntawm 1-xyoo nruab nrab. 302 cov khoom lag luam nce siab thaum 160 tsis kam. Hong Kong luv muag turnover nce +0.67%, uas yog 56% ntawm 1-xyoo nruab nrab raws li luv luv muag turnover accounted rau 16% ntawm tag nrho cov turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li cov kaus mom loj nce saum lub kaus mom me. Cov kev ua tau zoo tshaj plaws thaum hmo ntuj yog lub zog, uas tau nce +1.82%, cov khoom siv, uas tau nce +1.31%, thiab cov neeg siv khoom txiav txim siab, uas tau nce +1.25% thaum kev noj qab haus huv tau tawm -1.04% thiab cov neeg siv khoom lag luam poob qis -0.08%. Cov khoom ua tau zoo tshaj plaws yog cov khoom siv, cov khoom siv hlau xws li hlau, cobalt, thiab hlau thaum kev kawm online thiab Circuit Court boards yog cov losers. Southbound Stock Connect ntim tau teeb pom kev zoo raws li cov tub ua lag luam hauv av tau yuav ib qho nyiaj $ 126 lab tus nqi ntawm Hong Kong cov khoom muag muag nrog Tencent thiab Li Auto ntawm kev yuav khoom thaum Meituan yog muag muag.

Shanghai, Shenzhen, thiab STAR Board tau tawm -0.15%, -0.45%, thiab -2.3%, feem, ntawm ntim uas poob -7.25% los ntawm nag hmo, uas yog 93% ntawm 1-xyoo nruab nrab. 2,110 cov khoom lag luam nce siab thaum 2,326 cov khoom lag luam tsis kam. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob niaj hnub no raws li cov kaus mom loj tshaj lub kaus mom me me. Cov kev ua tau zoo tshaj plaws yog lub zog, uas tau nce +2.28%, kev siv hluav taws xob, uas tau nce +1.27%, thiab vaj tse, uas tau nce +1.2%. Lub caij no, tech poob -1.79%, kev txiav txim siab poob -0.91%, thiab kev lag luam poob -0.71%. Cov haujlwm ua haujlwm sab saum toj suav nrog cov thee, cov hlau muaj txiaj ntsig, thiab cov khoom siv hluav taws xob thaum lub hnub ci, cov khoom siv hluav taws xob, thiab cov roj teeb ua si yog cov poob. Northbound Stock Connect ntim tau teeb rau nruab nrab raws li cov tub ua lag luam txawv teb chaws tau yuav $ 575 lab tus nqi ntawm Mainland Tshuag hnub no. Tuam Tshoj Treasuries tau tiaj tus, CNY eased -0.04% piv rau US duas rau 6.74 thaum tooj liab nce +1%.

Hmo Kawg Ntawm Kev Sib Pauv Cov Nqi, Tus Nqi, & Liaj Teb

• CNY / USD 6.74 piv rau 6.74 nag hmo
• CNY / EUR 6.91 piv rau 6.97 nag hmo
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.00% tiv tiag 1.03% nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.73% piv rau 2.73% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 2.91% tiv tiag 2.91% nag hmo
• Tooj Tooj Nqe + 1.00%