CategoryGambling

Unmanned aerial vehicle concept speculation by the market cold 赣南医学院教务处

The UAV concept of speculation market was cold to Zhang Jingyi by hot driving last year, UAV stocks sought after by the market, 13 stocks, in addition to Hongdu Aviation fell, other stocks rose more than 50%, in which, de navigation (002260.SZ), RAPOO (002577.SZ), smart race (300044.SZ the stock price doubled), or were 266.07%, 109.52%, 107.76%] [2015 in the first half of this year, Wind UAV has risen 140%. After two times of abnormal fluctuation after the setback, the UAV index rebounded more strong rebound in the fourth quarter of last stage of the highest amplitude over 40%] A shares the recent turmoil intensified, respected long outbreak of the UAV concept for much of the capital market. Industry analysts UAV concept together with virtual reality, robot theme, the theme of investment as a rare opportunity for the weak market, short-term speculation is extremely strong. In the UAV concept years of continuous fermentation and speculation, driving force has begun to decline hot events and market space is expected to continue to heat, speculation. In terms of concept stocks, the logic of supporting UAV themes is changing, and capacity and performance expectations are expected to become new catalysts. Relying on strong short-term speculation hot event driven is a prominent feature of UAV in the years of speculation. At the beginning of the February Thailand securities analysts said in a report, in 2016 the market lack of big market opportunity, the theme of investment will become an important way of profit; and by mid Singapore international aviation exhibition opportunities, appropriate participation of UAV topics such as investment opportunities. Subsequently, the CCTV Spring Festival Gala scene appeared large UAV performance, once again provoke the market for the concept of UAV attention. "With the new civilian UAV application scenarios have emerged, the market potential is the rapid expansion of the scale, the industry generally believe that the UAV industry will be the next outlet." CRE securities analyst said this review. With the earlier part of entertainment news events, the debut in the entertainment program is widely used, and the SF express delivery UAV marketing event stimulation, consumption level of UAV is currently highly respected market. Under the trend of agricultural modernization, the good promotion of the central document No.1 also makes the agricultural plant protection unmanned aerial vehicle be pushed on the hot topic frequently. Earlier, the military UAV research and development progress, new product appearance and development of qualifying events, continue to stimulate the market sentiment and the attention of the uav. Behind every hot events in short-term stimulus, the industrialization process will continue to strengthen market expectations, rising, and common UAV concept speculation points. Changjiang Securities machinery industry analyst Wu Bohua pointed out in its report, this year the domestic UAV market or usher in a full-blown industrial market; human replacement demand is becoming increasingly strong, mature models of birth, regulatory policy will accelerate the industrialization process in place. At the same time, the consumer market industry chain increasingly perfect, the Internet giant war will bring new pattern and new pattern. In the first half of 2015, the Wind drone index rose.

无人机概念炒作遭市场冷对   张婧熠   [受热点驱动,去年无人机概念股受到市场追捧,13只个股中,除洪都航空为下跌外,其他个股涨幅均在50%以上,其中,德奥通航(002260.SZ)、雷柏科技(002577.SZ)、赛为智能(300044.SZ)股价翻倍,涨幅分别为266.07%、109.52%、107.76%]   [2015年上半年,Wind无人机指数累计上涨了140%。在经过两次异常波动的重挫后,无人机指数的反弹也较强劲,去年四季度的反弹中阶段振幅最高超40%]   A股近期震荡加剧,久未爆发的无人机概念一时备受资本市场的推崇。行业分析师将无人机概念连同虚拟现实、机器人等题材,视为弱市中难得的主题投资机会,短线炒作的意味极为浓重。   在无人机概念持续多年的发酵和炒作中,热点事件和市场空间预期的驱动力已开始式微,炒作热度难以持续。对概念股而言,支撑无人机题材的逻辑正面临着转变,产能和业绩预期或将成为新的催化剂。   短期炒作意浓   依靠热点事件驱动是无人机多年炒作中的突出特点。   中泰证券分析师在2月初的报告中表示,2016年市场缺乏大的行情机会,主题投资将成为重要的盈利方式;并建议借月中新加坡国际航空展的机会,适当参与无人机等主题投资机会。随后,央视春晚现场出现大疆无人机的表演,再次挑起市场对无人机概念的关注。   “随着民用无人机全新应用场景不断涌现,市场潜在规模正在急速扩容,业内普遍认为无人机将是下一个产业风口。”华创证券分析师对此点评称。   伴随在此前部分娱乐新闻事件中的亮相、在娱乐节目中的广泛使用,以及顺丰快递无人机送货等营销事件的刺激,消费级无人机目前备受市场的推崇。农业现代化趋势之下,年内中央一号文件的利好助推也让农业植保无人机频频被推上热门题材。更早之前,军用无人机的研发进度、新产品亮相和研制资格发放等事件,都不断刺激市场情绪和对无人机的关注。   在每一次热点事件的短期刺激背后,不断强化的市场空间预期、持续升温的产业化进程,也是无人机概念常用的炒作点。   长江证券机械行业分析师邬博华在其报告中指出,今年国内无人机市场或迎来全面爆发;工业级市场人力替代需求越发强烈,成熟机型的诞生、监管政策的到位将加速产业化进程。同时,消费级市场产业链配套日益完善,互联网巨头参战将带来新格局与新模式。   2015年上半年,Wind无人机指数累计上涨了140%。在经过两次异常波动的重挫后,无人机指数的反弹也较强劲,去年四季度的反弹中阶段振幅最高超40%。   上市公司则以各种形式,争先切入无人机领域。传统照明公司雪莱特(000076.SZ)通过并购进入无人机市场,今年1月底还以定增的方式再向无人机业务投入2.7亿。辉丰股份(002496.SZ)今年2月26日在互动易平台回复投资者提问时表示,公司已完成初步调研,将适时有序推进农用植保无人机的应用。   市场冷对   以热点事件驱动的概念炒作的另一明显特点是,当概念新鲜度消减时,炒作热度就开始难以维系,尤其在市场行情震荡下行期间,想要借无人机概念崛起颇具难度。   去年“红十月”的反弹阶段,海康威视(002415.SZ)曾发布了工业级无人机的新业务战略;有券商分析师随即表示看好,并预测民用无人机市场将迎来洗牌,但二级市场对此反应平淡,该消息发布后海康威视曾阶段性小幅上涨,但随即进入震荡走势。   德奥通航在今年1月宣布持股无锡汉和,进军农业植保无人机市场。有券商强调,目前农业通航的渗透率仅为2%,但农业植保无人机整机及服务市场的年均需求为300亿左右,行业将迎来快速扩容。但该公告发布后,德奥通航股价未出现明显波动。雷柏科技在去年2月宣布进军无人机市场,公司股价至当年6月中旬涨逾150%。但随后遭遇市场异常波动,即便宣布了将与腾讯携手推出迷你无人机,对股价刺激影响也有限。   对于概念题材而言,支撑无人机板块的逻辑正面临着转变。从相关上市公司近期表态及分析师观点中即可发现,产能及业绩表现正成为概念股下一轮炒作的发力点。   无人机的业绩表现,也是市场对威海广泰的重要跟进指标。公司去年发布公告称,拟募集不超过5.4亿元用以收购和增资民营无人机研发生产企业全华时代,及投资其无人机项目。此次资本运作后,有分析师给出“未来三年业绩复合增长率预计45%以上”的业绩预测,上述公告发出后的去年10月及11月,威海广泰最高涨近40%。   但值得注意的是,威海广泰(002111.SZ)的业绩增速预期,主要受益于近年来其持续推进外延发展,并购标的的并表效应等。有分析师就指出,在热点效应后的融合发展、收购兼并完成后能否消化好也将形成考验。相关的主题文章:

CRE securities due to private debt default by the League of nations fund the prosecution claims over 郑州净雅大酒店

CRE securities due to private debt default by the League of Nations Fund to sue for damages over 3000 million Sina App: Live on-line blogger to guide you with entries you earn will always let you falls from micro channel public number Chinese fund report author Ding Ting in recent years, the SME private debt default events. First in April 2014, 13 Sen debt default interest, opened the prelude to the SME private debt default, then the "13 China Pearl debt" and "12 Chun BBDO", "12 Jintai debt" has appeared in the "black swan" event, increased credit risk. According to the announcement last night, CRE securities because the private debt default by the League of Nations Fund prosecution, so that such incidents and return to the attention of the public view. According to the fund you all know, CRE securities or has become the first because of debt default by fund companies to court brokerage. The cause of more than 30 million lawsuits goes back to 2013. At that time Xiamen shengdawei Garment Co. Ltd. (hereinafter referred to as the "field") because the listed crashed, has two private debt issued "13 field 01", "13 field 02", for two years, the coupon rate was 9.5%, 10.2%, the total funds raised 50 million yuan, underwriter and custodian cre securities guarantee agency as China Sea XinDa. Among them, in June 13, 2013, Huaxia Fund subscribed for the first phase of 25 million yuan; the second issue was underwritten by the special asset management program of the National Association of Safety – pyroxene – bond No. 1 in September 27th, and pyroxene capital and Societe Generale underwritten the underwriting. With the macroeconomic downturn, coupled with the field boss Zhang Aimin deeply involved in private lending, the company was finally worn down, and has been planning a listing plan is always without success. In 2015, the "13 Shengda 01" and "13 Shengda 02" after the expiration of both breach of contract, companies have been unable to repay principal and interest. The subscription of the multi agency 13 shengdawei "began through a variety of ways for Cre securities to repay the principal. In order to get back the money, the League of Nations Fund sued "13 shengdawei bonds" guarantor of CNOOC XinDa, and prosecute underwriters CRE securities recently, litigation amount totaling 30 million 150 thousand yuan. According to Baoshuo shares announcements, the League of nations claim: (1) to order the two defendants to bear the liability, compensation for the plaintiff for the principal 25 million yuan, 5 million 100 thousand yuan loss of interest and penalty (since the maturity of the bonds in September 28, 2015 per day payable 5/10000 to pay the principal interest calculation date, temporarily calculated to August 26, 2016 5 million 41 thousand and 750 yuan); (2) to order the two defendants to compensate the plaintiff for the expenditure of lawyer fee 50 thousand yuan; (3) ordered the two defendants to bear the costs of litigation. Prior to this, in July this year, one of the parties has sued at the Huaxia Fund as the lead underwriter of Cre securities. The suit, because the field can not repay the debt, the bond investors require Huaxia Fund CRE securities on the matter shall bear responsibility for compensation, claim on gold

华创证券因私募债违约遭国联安基金起诉 索赔超3000万 新浪财经App:直播上线 博主一对一指导 你参赛你赚你拿 总能让你过把瘾   转自微信公众号 中国基金报 作者 丁汀   近几年来,中小企业私募债违约事件频现。先是2014年4月,“13中森债”利息违约,拉开了中小企业私募债违约序幕,随后“13华珠债”、“12津天联”、“12金泰债”等先后出现“黑天鹅”事件,信用风险显著上升。   据昨晚公告,华创证券因私募债违约被国联安基金起诉,使此类事件又重归大众关注视野。而据基金君多方了解,华创证券或也成为首家因债券违约而被基金公司告上法庭的券商。   诉讼金额逾3000万   事情的起因经过还要追溯到2013年。   当时厦门圣达威服饰有限公司(下称“圣达威”)因上市折戟,先后分两期发行了私募债“13圣达威01”、“13圣达威02”,均为两年期,票面利率分别为9.5%、10.2%,募集资金合计5000万元,承销商及托管人为华创证券,担保机构为中海信达。其中,2013年6月13日,华夏基金认购了第一期的2500万元;第二期则由国联安-辉石-债券一号特定多客户资产管理计划于9月27日认购,辉石资本与兴业银行负责包销。   随着宏观经济下行,加之圣达威老板章爱民深涉民间借贷,公司最终被拖垮,而且一直谋划上市的计划也始终没有成功。2015年,“13圣达01”、“13圣达02”到期后均告违约,公司已经无力偿还本息。而认购了“13圣达威”的多个机构开始通过各种途径要求华创证券偿还本金。   为了拿回钱,国联安基金起诉了“13圣达威债券”的担保方中海信达,并于近日起诉主承销商华创证券,诉讼金额共计3015万元。   据宝硕股份公告显示,国联安诉讼请求为:(1)判令二被告承担缔约过失责任,赔偿原告认购本金 2500 万元、利息损失 510 万元以及罚息(自债券到期日 2015 年 9月 28 日起每日按应付未付本息万分之五计算至本息付清之日止,暂计至 2016 年 8 月 26 日为 504.175 万元);(2) 判令二被告赔偿原告为本案支出的律师费 5 万元;(3)判令二被告承担本案诉讼费用。   而在此前,就在今年7月份,当事方之一的华夏基金也曾起诉彼时作为主承销商的华创证券。诉讼显示,由于圣达威无法按期偿还债务,该债券投资人华夏基金要求华创证券就此事项承担赔偿责任,诉讼请求金额合计3588.40万元。   有担保机构,两家基金公司缘何告上承销商?   接受基金君采访的一些业内人士表示,一般来说,债券发生违约,作为担保方有“兜底”的责任和义务,而债券承销商则没有相关规定,此次基金公司起诉承销商在业内也是极其罕见的,或可能是行业内首例。   据业内人士透露,此次圣达威债的担保机构中海信达,在2014年徐州中森债违约事件中,曾被曝光“拒绝兜底”。此后,中海信达“只收保费、出险后不代偿”的行为已成业内众所周知的事情。   在今年三月份,频频出事之后,中海信达被撤销了担保资质( 律师表示这并不影响后继基金公司追付)。据媒体报道,辉石资本副总经理周京津表示,债券违约后,曾找担保方中海信达沟通,得到的回复是可以先行垫付。后来中海信达几次改口,最终又咬定自己没钱。   可以想象,遇上这样的担保机构,索赔并不是一件顺利的事情。但是,基金公司为何又把主承销商告上了法庭呢?   据了解,该债券的多位机构投资者认为,在发行、存续过程中,作为承销商、托管人的华创证券存在尽职调查存上重大遗漏、重大失职等行为,因此应该负相应责任。而华创证券方面则表示,自己根据有关规定和流程进行,并不存在以上过失。   在之前披露华夏基金状告圣达威债违约情况的信披中,宝硕股份表示,诉讼标的的3588.405万元占华创证券资产总额及净资产、营业收入、利润总额的比例均较小,且中海信达担保有限公司已为圣达威本期私募债券提供全额无条件不可撤销的连带责任保证担保。故上述诉讼标的金额对华创证券的财务状况及未来生产经营不会产生重大影响,亦不构成重组的障碍   有市场人士分析,今年年初,宝硕股份曾发布资产重组公告,欲借壳华创证券上市。而按照以往惯例,标的资产若涉及重大诉讼,重组委将中止审核。此次基金公司通过法院立案诉讼,亦是希望通过此敏感时机向华创证券施压,从而得到偿付。   重压之下 索赔能否实现?   在基金公司、包销方、投资者等各方重压之下,“踩雷”13圣达威违约债的各方当事人能否顺利得到华创证券赔偿?相信这是大家最关心的问题,为此基金君采访了一些业内资深人士和律师,得到的一致回复均是“偿付或可能存在难度。”   北京尚公(上海)律师事务所首席金融律师林嵘表示,一般来说,国有企业债因为有自身雄厚实力和大型银行的担保,违约后相对获得赔付概率比较大。而民营企业债,在这些方面相对欠缺,因此获得赔付的概率也要低一些。“在类似事件中,担保机构对赔偿是负主要责任的,而主承销商如果要是被查出的确存在不尽调,也可以索赔,但是索赔金额一般是在承销费用范围内,全额赔付的可能性较小。”他继续指出,“承销费一般占总体的3%-5%之间,质地差一些的债券会更高。”   一位基金公司人士认为,券商并没有赔付的义务,除非被坐实尽调没尽到义务,要不然基金公司只能跟担保公司去要钱。“主承销商华创证券作为债券受托管理人,最多也就是帮着要钱而已。”   “债券违约后,债基持有人一般可通过三种解决途径:1、在当地政府的支持下顺利兑付,这也是多数情况; 2、基金公司对债券的发行人发起诉讼,尽全力来保护持有人资产,例如去年之前的15山水SCP001违约事件;3、承受违约损失。一位资深业内人士表示,“目前从公开信息来看,貌似还没有出现第三种情况。但基金公司一般都是对债券发起人追要本息,但目前来看,圣达威和担保机构的偿付能力都不是很乐观,而要追偿承销商责任也比较困难,存在很多问题。”   另外,除了跟发行方索偿,此前也有基金公司出手自购“踩雷”债券的先例。例如上半年华安安心收益债基踩雷东北特钢违约债,最后华安基金以自由资金“接盘”。但关于本次13圣达威债券违约后继情况如何,目前事件仍处于进行中,还尚为可知。   “货币基金出现‘踩雷’,基金公司按照法规是有承担责任的,但是债券基金、专户等没有硬性要求。一般来说,基金公司考虑到声誉、市场影响等会自行先接过来,但这也要看总体涉及的金额和基金公司的整体实力。”以上该基金公司人士补充说。 进入【新浪财经股吧】讨论相关的主题文章:

IMF President China can avoid hard landing 佳木斯大学吧

IMF President: Chinese can avoid a hard landing U.S. stock market center: exclusive national industry sector stocks, premarket after hours, ETF, warrants real-time market data figure: Lagarde Sina stocks news Beijing 5, Reuters reported that the International Monetary Fund (IMF) President Lagarde said on Thursday that if the government Chinese reform of state-owned enterprises to promote the marketization of exchange rate policy and to fully communicate, so is China can avoid a "hard landing". But Lagarde said to Chinese slower but more sustainable economic growth transformation, will continue to impact the global oil and commodity exporters, the increase of IMF and other international institutions financing demand. She said in a media briefing, IMF want to be ready, through new and improved financing tools to deal with problems in emerging markets. "China is a comprehensive large-scale transformation, we believe that Chinese does not like the hard landing that the number of years to talk about," Lagarde said. But she pointed out that China economic transformation will still face some difficulties, and brought to the market fluctuation. Oil and metal prices may continue for a period of time in the post. At present, oil and metals prices have been higher than in 2014 and the recent highs fell 2/3. Lagarde said, the international financial safety net "needs to be very powerful and can be used to meet any environmental needs at any time". The next few months, IMF will try to improve the existing financing tools (such as credit and liquidity arrangements) and the introduction of new tools to deal with various situations. Including Peru, Nigeria, the Angola and Azerbaijan, the number of oil and commodity exporters are consultations with the world bank financing, in order to cope with a growing budget deficit. MS Lagarde earlier Thursday at the University of Maryland, said in a speech, more of the financial safety net will reduce the necessity of many emerging market countries have large foreign exchange reserves, thus releasing funds for infrastructure and education investment. Lagarde said that the developed economies should be through the loose monetary policy and infrastructure spending and other measures to support economic growth, while emerging economies can help economic growth by increasing non commodity income and enhance the elasticity of exchange rate policy. She said that emerging market economies can be a hand to ease the financial pressure is by low oil prices for reducing or eliminating fuel subsidies, and to more targeted programs to help the poor. (Editor: Wang Yongsheng SF153 Lu Tou)

IMF总裁:中国可以避免硬着陆 美股行情中心:独家提供全美股行业板块、盘前盘后、ETF、权证实时行情 资料图:拉加德   新浪美股讯 北京时间5日路透报道,国际货币基金组织(IMF)总裁拉加德周四表示,如果中国政府推进国企改革,坚持推动汇率政策市场化并进行充分沟通,那么是中国能够避免“硬着陆”的。   但拉加德表示,中国向更慢但更可持续的经济增长转型,将继续冲击全球石油和大宗商品出口国,增加对IMF和其他国际机构的融资需求。   她在一次网络媒体简报会上表示,IMF希望做好准备,通过新的、经过改善的融资工具来应对新兴市场难题。   “中国正在进行大规模的全面转型,我们认为中国并不会像数年来谈论的那样出现硬着陆,”拉加德表示。   但她指出,中国经济转型仍将面临一些困难,并带来市场波动。油价和金属价格可能会在低位持续一段时间。目前油价和金属价格已较2014年所及的最近高点跌去三分之二。   拉加德称,因此国际金融安全网“需要十分强大并且需要随时能用来面对任何环境”。   未来几个月IMF将努力改善现有的融资工具(例如信用额度和流动性安排)并推出新工具以应对各种局面。   当前包括秘鲁、尼日利亚、安哥拉和阿塞拜疆在内的多个石油和大宗商品出口国正在与世界银行磋商融资事宜,以应对不断扩大的预算赤字。   拉加德周四稍早在马里兰大学发表讲话时称,更强更大的金融安全网将降低许多新兴市场国家持有大规模外汇储备的必要性,从而释放出资金用于基础设施和教育投资。   拉加德称,发达经济体应当通过宽松的货币政策和基础建设支出等措施支持经济增长,而新兴经济体可通过增加非大宗商品收入以及增强汇率政策弹性来帮助经济增长。   她表示,新兴市场经济体可缓解财政压力的一个方面是,借低油价之机降低或取消燃油补贴,并以更有针对性的计划来帮助贫困人口。(路透) 责任编辑:王永生 SF153相关的主题文章: