Bull morning news 丨 Zhou xiaochuan and SFC, and September 7, you have to know

On September 2, 2015, Shanghai Stock Exchange, one of the shareholders view the temple asked to sign paper. Surging journalist Zhang Xinyan

Return of the parade, some of the stock today is full of mixed emotions.

First look last week.

On September 2, the last 30 minutes of a-share trading, large blue-chip support of violence, led by bank stocks, Prev unconsciously achieving five-Yang, closed at 3,160 points on the day, or 0.2%, but the gem drop is 1.82%.

A total of 3 trading days last week, Shanghai stock index down 2.23% within a week, compared with the previous two-week decline has narrowed, but mainly due to influence of weight lifting, and small-cap stocks continued to plunge. Gem-10% last week, lowest since record adjustments.

Around the world, in that no Chinese "spillover" two days after global stock markets overall are still falling most. On Friday, the Dow Jones index was down to 1.66%; the NASDAQ or 1.05%. United States three major indexes today closed down more than a week 3%, Nikkei weekly decline since April 2014, the most.

A share after opening the previous day, September 6, the night, the CSRC vocal: the stock market bubble and the degree of risk has been released, valuation, leverage, liquidity from the market perspective, and enhance market stability. The next phase, securities markets, markets, markets steady combine to develop implementation programme index circuit breakers.

Securities and Futures Commission first proposed the so-called circuit breakers, is a protective mechanism, in the process, when you reach a specified target price range, trading will be suspended for some time.

The official also noted that drastically abnormal fluctuations in the market in the future, could lead to systemic risks, card company will continue to play a stabilizing role in various forms.

Earlier in the day, China's Central Bank Governor Zhou xiaochuan on "market adjustments are largely in place" was also left investors concerned. Zhou xiaochuan, held from September 4 to 5th of the Group of 20 (G20) Finance Ministers and Central Bank Governors meeting, to give the market a six-point message:

, The adjustment of the a-share market is more of a bubble burst, a result of deleveraging.

Second, the Central Bank provides liquidity to the market through multiple channels.

Third, market leverage has significantly decreased, adjustment did not have an impact on the real economy.

Four, devaluation of the RMB does not exist long-term basis.

Five, the foreign exchange, stock market adjustments are largely in place, financial markets is expected to be more stable.

Liu, the Chinese Government's determination to deepen the reform has not changed, still in an orderly fashion.

Also at the same meeting, Finance Minister Lou Jiwei said that the current economic situation in China is still expected. China's economy has entered a new normal, growth is expected to be around 7%, and the State may last a 4-5 time. The Chinese Government doesn't care about the short-run economic fluctuations by season, will keep macro-economic policies "."

High concentrated on the same day, and serves to show the care market means.

"Financial stability requires the asset price stability, which means that the property market and the stock market did not fall. "In the eyes of people holding securities analyst Li Qilin, pilot's assets fit financial, drive unit of a cow" wide credit and finance actively backing + uncertainty + risk-free interest rate down in the real economy "macro factors, such as has not been altered, and leverage is reduced enough, currently lack is confidence.

So how can investors next?

Industrial securities chief strategist Zhang Yidong thinks:

First, the twists and turns of the bottom of the market in the short term is confirmed.

Second, different from the first wave of rescues sprinkled black pepper-style "save liquidity", a second wave of bailout is based on "buy cheap", in the medium term effect is worth looking forward to.

Three, reiterated that the real opportunity is to provide medium-term layout, love in the late autumn, after seasonal adjustment, reversal of power in the making.

Zhang Yidong recommends that investors as well as large institutional funds do not have to continue chasing short-term bounce Bo, but will focus more on the middle on the layout, select opportunity, while waiting for the market suffered shocks and twists and turns but brave buy, without fear or favour short-term buy.

Economist at guotai Junan securities analyst Ren Zeping debt maintenance unit shock cattle, housing Division, the strength of the dollar, large bottom consolidation decisions. Stock is close to clearing the end of deleveraging, a stock investment value began to show, and appeared to be on the right side of the market for reform confirms.

Haitong securities chief strategist Xun Yugen said, contrasting the past market cycle, the current market is more like the end of winter, value stocks may have spent the cold moment, growth stocks may be repeated, even when cold. Investors should consider preparing "the spring clothing", it "opened the bulls thought".

To sum up, more end of that policy have been clear, but the market is still looking for the end of, air is expected to intense game.

Just this past long weekend there are two messages can concern:

Promoting the development of large data published recently by the State Council proposed in the platform for action, vigorously promoting the sharing of Government information systems and interconnecting open public data to speed up government information integration platform; Increase the data key technology research and development, industry development; Promote the development of data and applications. Listed company BOC technology (300231), Ki-day technology (300245) specializing in Government and enterprise data centers and IT infrastructure services.

Recently, the State Council has issued the triple play promotion programme and presented radio and television, telecommunications business two-way access nationwide scope and substantive work, such as the six objectives and put forward four main tasks, accelerate comprehensively promote the convergence of the three networks in the country, promoting information network infrastructure connectivity and sharing of resources. Triple background, carrier integration concerns, there are also licenses a wide array of leading broadcasters, such as Chinese media (000156).

On the international market on Friday, gold prices in New York closed at $ 1121.40 an ounce, or 0.3% New York oil prices fell 1.5% to close at 46.05 dollars a barrel. People in the market are weighing up the August non-farm payrolls data, to determine the possibility of a Fed rate hike in September.

Yes, Chinese people after the break, turn to United States people rest, September 7 United States markets were closed for labor day, 1 day.

"Further reading" big positive negative September 7 listed companies announcements

M

Property: subsidiary holding and 250 million cars

Langma information: to 630 million acquisition of medical assets

Eagles of agriculture and animal husbandry: the planned major reorganization of assets Bull morning news 丨 Zhou xiaochuan and SFC, and September 7, you have to know what

Important matters

Gardening: PPP Consortium bid for 5 billion yuan project

Overweight/repo

Zhongguancun: GOME holding large shareholders to increase its stake of about 5.4 million shares

Sante cableways: King Kang Renshou overweight 7.0227 million shares

South information: big shareholders and management team to increase its stake to more than 1.36 million units

Guizhou bailing: the holdings of controlling shareholders nearly 30 million shares

Cross border-pass: controlling shareholders to increase its stake of nearly 50 million yuan of shares

Bad

*ST road: Chairman, Secretary of the Board and cannot perform their duties

Hang Seng Electronics: SFC 500 million Yuan confiscated effects

Jinggu, ST: the second-largest shareholder intends to transfer shares

Grandsoft: matter of terminated plans private placement