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【立方债市通】河南日报报业集团拟发行5亿元永续中票/洛阳AAA主体拟发债40亿元/多家城投平台被基金减持
Sou Hu Cai Jing· 2025-10-30 12:47
Group 1 - A new policy financial tool of 500 billion yuan has been fully allocated, supporting over 2,200 projects and expected to drive total project investment of approximately 7.08 trillion yuan [1] - The China Development Bank, Export-Import Bank, and Agricultural Development Bank have supported 1,054, over 360, and 881 projects respectively, with expected investments of 3.85 trillion yuan, over 1.3 trillion yuan, and over 1.93 trillion yuan [1] Group 2 - The People's Bank of China conducted a reverse repurchase operation of 3,426 billion yuan, with a net injection of 1,301 billion yuan [3] - The operation rate remained stable at 1.40% [3] Group 3 - The Luoyang Industrial Holding Group plans to issue 4 billion yuan in corporate bonds, with 2 billion yuan allocated for debt repayment and 2 billion yuan for working capital [4] - The Henan Daily Press Group intends to issue 500 million yuan in perpetual medium-term notes, with a subscription range of 2.0% to 3.0% [4] - The Zhengzhou High-tech Investment Holding Group is set to issue 1.5 billion yuan in corporate bonds, with a credit rating of AA+ [5][6] Group 4 - The New Xiang State-owned Capital Operation Group has completed the issuance of 530 million yuan in corporate bonds at an interest rate of 2.29% [10] - The Jiyuan Investment Group has issued 500 million yuan in medium-term notes at an interest rate of 2.97% [11] Group 5 - The first housing rental CMBS in Hunan Province and the first nationwide three-label housing rental CMBS has been successfully issued, with a scale of 226 million yuan and a credit rating of AA+sf [13] Group 6 - The Guangxi Securities Regulatory Bureau has selected Guangxi National Control Capital Operation Group for a site inspection as a bond issuer [14] - The North Enterprises Group has provided collateral worth 3.64 billion yuan for financing needs [14] Group 7 - Shanghai Chuangxing Resources' chairman has been arrested on criminal charges, although the matter is unrelated to the company [15] - Guizhou Economic Development Zone's subsidiary has been added to the list of executors with a subject of 10.5972 million yuan [16] Group 8 - The Shenzhen Stock Exchange has terminated the review of Weifang Investment Group's 943 million yuan private bond project [17] - Anhui Construction Investment Group has canceled the issuance of 500 million yuan in medium-term notes due to market volatility [17] Group 9 - A report indicates that multiple city investment platforms have been reduced by funds, particularly in Guangdong, Jiangsu, and Anhui [18] - The infrastructure investment and financing sector has seen significant reductions, with 46 instances reported [18] Group 10 - The possibility of interest rate cuts in the fourth quarter is considered low, with recommendations to maintain a bullish outlook in the bond market [19]
美团京东股价双双下跌超6%,张坤已减持美团
Sou Hu Cai Jing· 2025-04-22 06:45
一季报显示,一些基金经理已减持美团,其中就包括"公募一哥"张坤,另有被动型基金因规模缩小减持京东 文| 《财经》记者 黄慧玲 在公募基金中,美团一直是主动权益基金重仓的"大白马",对京东的持仓则以被动型基金为主。 Wind(万得)数据显示,今年一季度重仓京东集团-SW的基金已披露数量为25只,持股总数6240万股。重仓美团- W的基金已披露数量为282只,持股总数为22932万股。 以下为已披露的基金重仓美团和京东的明细: 编辑 | 杨秀红 近日,美团京东之争持续升级。 4月21日早间,京东官微称有竞对平台强迫骑手"二选一",并细数竞对平台的"多宗罪",包括:十几年不为任何一 名骑手缴纳五险一金;用强大的算法对骑手极尽压榨之能事;长期对骑手事故率超过快递小哥三倍以上的安全问 题置若罔闻;在约60%以上门店都不赚钱的餐饮行业赚取千亿利润,丝毫不顾餐饮从业者的艰辛和挣扎等。 美团方面称,全球没有任何平台有动力、有能力去约束外卖骑手的接单选择。同时提到,"目前,行业里限制骑手 选择的企业只有某平台自己。某平台明确要求全职骑手不准跑其他平台订单。" 美团京东之争对双方股价均产生较大影响。4月21日晚间,美团-ADR下 ...