[Introduction]Baoan Special Session) Successfully held in the deeply
China Fund reporter Niu Siruo
November 7, Shenzhen Baoan District Listing Enterprise Association and China FundThe newspaper hosted, co -sponsored by CITIC Bank Shenzhen Branch and SDIC Securities, and was successfully held by the "Confidence China · Hua Wanwanling" capital market support supported by Shenzhen Baoan District Financial Supermarket.This event is facing listed companies in Baoan District. The theme of "incremental policy interpretation and financial tools" is conducted.More than 50 experts and other experts gathered at the event site.
Zhang Hongtao, deputy director of the enterprise service center of Shenzhen Baoan District, Yang Lei, deputy editor -in -chief of the China Fund News, attended the event and delivered a speech.Luo Xingxing, Chief Rights Strategic Strategy and Investment Manager of Chuangjinhexin Fund, Guo Ruijie, deputy general manager of the central Xinxin Bank Shenzhen Branch Investment, Center, Lin RongxiongTan Geng, the person in charge of the corporate client, shared the theme.
This event aims to help listed companies to determine the economic situation, understand the new policy of market value management, and use the capital market to accurately support tools to achieve high -quality development through the latest policy trends.
Luo Xing: The urgency of high -quality development and transformation
The theme of quantitative policy analysis, for the pain points under the current economic situation, the impact of the price and profit of the asset price, the non -rebound of the price and profit, the impact of real estate on consumption and fiscal, the negative impact of confidence and emotions, and the dislocation of the Chinese and American industrial cycle dislocation.Analysis of the problems.
At the same time, he proposed to cope with futures through debt and domestic demand policies, build a balanced capital market, policy activation market, and strengthen industry self-discipline.challenge.
In addition, Luo Xingxing said that it is necessary to deeply understand the necessity and urgency of the current development model transformation, from real estate infrastructure drive to high -quality development and transformation, as well as absolute technological innovation and breakthroughs.The importance, such as the new national system, energy and food, chip and computing power, medical and innovative drugs, automation and AI.
Guo Ruijie: Provide customized financing services for the company
Guo Ruijie has in -depth "M & A" policyInterpretation, and sharing the main points and practical operations of the repurchase and loan policy.
Among them, Guo Ruijie needs to issue a separate special securities account for the condition of the listed companys repurchase and the increase in the holding of major shareholders, the basic elements of the loan, the distribution process, and other loans, etc.The content was answered in detail.In addition, the implementation of equity incentives and re -financing related embodiments after the listed company repurchased shares.
CITIC Bank focuses on the important shareholders of listed companies, and provides customized financing services for the needs of their acquisition of equity, equity activation, and equity reduction.Systems such as stock pledge financing, actual controller credit financing, and debt investment.
According to Guo Ruijie, from January to September 2024, the scale of convertible bonds issued by the entire market was 34.7 billion yuan, and CITIC Bank market coverage was 62%;Since 2024, the entire market has issued a total of 11 bonds, and CITIC Bank has won 6 bids, with an investment coverage of 55%to maintain its leading advantage.
In recent years, CITIC Bank Shenzhen Branch has actively created a comprehensive financial service system that meets the characteristics and needs of listed companies to be a number of listed companies in ShenzhenAnd its shareholders provide "one -stop" comprehensive financial services including stock pledge financing, convertible bond financing, payment of debt investment, pure credit financing of big shareholders of science and technology boards, and mergers and acquisitions loans to help listed companies achieve the optimization of capital structure optimizationThe improvement of long -term value has established a golden signboard of "CITIC" capital market business in the region.
Lin Rongxiong: Pay attention to the rise of passive and bulls and the fundamentals of the science and technology industry.: Big Reversing and Big Chess Board sharing its observation and thinking about the current Chinese equity market.
In his opinion, as the current A-share market index is repaired to the median level, the current market category is compared to early 2019 in 2019.Relatively appropriate, corresponding to the current A -share market after the rapid rise, the "shock market foundation" judgment.
"After the urgent cattle, turn into shock thinking. In the future, it will pay attention to the rise of passive bulls and the main line of the fundamentals of the science and technology industry." Lin Rongxiong shared.
In addition, Lin Rongxiong said that the main line of science and technology growth with semiconductor as the core began to obvious. The higher expectation is that the semiconductor can be alternative in Huawei Hongmeng Industrial Chain+Q2 Flowing Point+Turn Point+Q2 Jingshi Together+The AI industry chain overseas mapping three promotions formed the main line of industrial fundamentals.
Tan Geng: Special loan will further drive the repurchase increase market
For the first time, the purchase amount exceeds the scale of equity financing, which marks a key step in the Chinese stock market from a financing market to an investment market.
Tan Geng interpreted the new regulations for adding special loans around repurchase, and introduced the implementation of share repurchase and shareholders holdings.In his opinion, special loans will further drive repurchase to increase the market.
In addition, Tan Geng Needle can bring the market for a good market for net repurchase, how to plan and implement the market value management strategy.The comprehensive services such as transaction services, investment research services, and system management provided by SDIC Securities have been introduced in a detailed introduction, and the actual operation of the repurchase increase of loan policy is explained.
Edit: Joey
Review: Woodfish
Copyright statement
The China Fund News enjoys copyrights for the original content published on this platform, and reprints without authorization, otherwise it will be held accountable.
Authorized reprinting cooperation contact: Mr. Yu (Tel: 0755-82468670)