Treasury market Fengyun ｜ Moody's adjustment of Geely Automobile Rating Outlook is the first single guarantee bond of private housing enterprises in private housing companies to land

Zhongxin Jingwei, August 24th (Lei Zongrun) On August 24, Shibor's short -end varieties rose and down. Overnight varieties were reported 1.3bp 1.122%, 7 -day downward settlement 5.4bp reported 1.445%, and 0.5bp was reported at 1.448%in 14 days. Judging from the news, what news is worthy of attention in the bond market? Jingwei Jun combed you one by one.

[Research Focus]

Central Bank: Carry out 2 billion yuan 7 -day reverse repurchase operation

Zhongjing Xinhua asset management: "16 Zhongjing 02" principal redemption adjustment to August 24, 2024

Lord underwriter: "20 Baolong MTN001" in 2022 The first holder meeting agreed to the exhibition period

Minsheng Bank: "20 Gold Real Estate MTN002" holder meeting to review and pass the principal exhibition payment and other bills

Moody's: Confirm that Geely Automobile's "BAA3" publisher rated, and the prospects were adjusted to "negative"

Longhu Group: It is planned to issue 1.5 billion yuan of tickets, and the first single guarantee private housing enterprise bonds landed

【Macro Express】

Central Bank: 2 billion yuan 7 days of reverse repurchase operation, winning bid interest rate 2.0%

On August 24, the central bank announced that in order to maintain the banking system reasonable and abundant, August 24th launched a 7 -day reverse repurchase operation by interest rate bidding, with a bid interest rate of 2.0%. Wind data shows that there are 2 billion yuan of reverse repurchase expiration today.

Central Bank: 1 monthly state treasury cash fixed deposit of 2.70%, the last time it was 3.05%

On August 24, the central bank issued an announcement saying that the Ministry of Finance and the Central Bank conducted a bidding for a period of time in the 2022 Central State Treasury Cash Management Commercial Bank with interest rate bidding on August 24th. 2.70%. Wind data shows that the interest rate of the cash fixed deposit of the state treasury in the last month was 3.05%.

【Entreprise's news】

Brilliance Automobile: Responsibility disputes involved in the false statement of securities

On August 24th, Huachen Automobile Group Holdings Co., Ltd. announced that the company involved a dispute over the false statement of securities, and received a civil prosecution and additional joint defendant's application from the Shenyang Intermediate People's Court on August 23.

Zhongjing Xinhua asset management: "16 Zhongjing 02" principal redemption adjustment to August 24, 2024

On August 24, Zhongjing Xinhua Asset Management Company announced that the "16 Zhongjing 02" principal redemption time was adjusted to August 24, 2024. In the case of legal holidays or rest days, it will be postponed to the first working day of the following. During the adjustment of the bond redemption date, the interest rate of the bond ticket remained unchanged and continued to calculate interest at 8.50%.

Wuhan Contemporary Technology: Hold the "H21 Contemporary 2" holder meeting, and plan to review the interest exhibition payment bill

On August 23, Wuhan Contemporary Science and Technology Industry Group Co., Ltd. announced that it was planned to hold the "H21 Contemporary 2" 2022 Second Bond holder meeting on September 6 to review the "H21 Contemporary 2" interest payment Proposal of the Plan ": It is proposed to pay the interest exhibition period from September 9, 2021 to September 8, 2022) of the bonds (September 9th to September 8th, 2022) to September 9, 2023.

Construction of Shanghai Shimao: Hold the "19th Mao 01" holder meeting to review the principal and interest payment bill

On August 23, Shanghai Shimao Construction Co., Ltd. announced that it is planned to hold the first bond holder meeting of "19th Mao 01" 2022 from September 13th to September 15th to adjust the principal and interest payment arrangement of bonds: principal The payment time was uniformly adjusted to September 19, 2024. It was repaid once, and the interest rate of the original bonds of the current bonds remain unchanged. The current bond interest (September 19, 2021 to September 18, 2022) was adjusted to be adjusted to 50%of each payment on March 20, 2023 and September 19, 2023.

Lord underwriter: "20 Baolong MTN001" in 2022 The first holder meeting agreed to the exhibition period

On August 23, the main underwriter Construction Bank issued an announcement saying that the "20 Baolong MTN001" of Shanghai Baolong Industrial Development (Group) Co., Ltd. recently held the first meeting of holders of 2022, reviewed and passed the motion " Regarding exemption, the Subgraduate Requirements Requirements Requirement Requirements for the Conversion, convening, and voting procedures of this holder meeting "and the two" Proposal on changing the principal and interest payment arrangement of "20 Baolong MTN001" bonds and increased credit increases. The Proposal of the "20 Baolong MTN001" cross -protection clauses was not reviewed and approved, and the results of this voting were legal and effective.

Shandong Samsung Group: Hold the "19 Luxing 01" holder meeting to review the principle of redeeming the principal exhibition period

On August 23, Shandong Samsung Group Co., Ltd. announced that it is scheduled to hold the first bond holder meeting of 2022 on August 25, and intends to change the "19 Lu Xing 01" principal redemption plan : It is proposed to cancel the redemption right of bond investors in this issue.

Minsheng Bank: "20 Gold Real Estate MTN002" holder meeting to review and pass the principal exhibition payment and other bills

On August 22, Minsheng Bank announced that the first holder meeting of Jindu Real Estate Group Co., Ltd. "20 Jinke Real Estate MTN002" in 2022 has been held, and two proposals and other bills were considered and passed. The issuer will pay the interest of the mid -term bill on August 25, and the principal will be redeemed within 12 months from August 25. 【Rating changes】

Fitch: Grathn the "BBB+" rating of high -level unsecured bonds to be issued by Zhengzhou City

On August 24, Fitch reported that the "BBB+" rating of the high -end unsecured bonds proposed by Zhengzhou Urban Construction Group Investment Co., Ltd. was awarded.

S & P: Confirm the long-term issuer's credit rating of Yin Kangde, and the prospects are adjusted to "stable"

On August 23, the S & P reported that the long-term issuer's credit rating of Wuxi Pharmaceutical Kangde New Pharmaceutical Development Co., Ltd. was confirmed to be "BBB-", and the outlook was adjusted from "positive" to "stable".

Moody's: Dowards Fosun International Enterprise Family Rating to "B1", and the prospects are adjusted to "negative"

On August 23, Moody's report said that the corporate family rating of Fosun International Co., Ltd. was lowered from "BA3" to "B1", and the outlook was adjusted from "rating observation" to "negative". In addition, Moody's high -end unsecured debt rating of Fortune Star (BVI) Limited bonds was lowered from "BA3" to "B1". The bond provided unconditional and irrevocable guarantees from Fosun.

Moody's: Confirm that Geely Automobile's "BAA3" publisher rated, and the prospects were adjusted to "negative"

On August 23, Moody's report said that the issuer of Geely Automobile Holdings Co., Ltd. was rated as "BAA3", the outlook was adjusted from "stable" to "negative", and its high -level unsecured rating was "BAA3".

Fitch: Confirm that Tencent Music "A" has a long -term domestic foreign currency issuer's breach of contract, looking forward to "stable"

On August 22, Fitch reported that it confirmed that the long -term foreign currency and local currency issuer of Tencent Music Entertainment Group was rated as "A", looking forward to "stable", and confirmed that its high -level unsecured rating was "A".

【New debt issuance】

China Merchants Port: It is planned to disclose a corporate bond of no more than 3 billion yuan

On August 24th, China Merchants Port issued an announcement to the issuance of corporate bonds (the first phase) to professional investors in 2022. This issue of bonds referred to as "22 Hong Kong Hong Kong 01", and the issuance scale is not more than RMB 3 billion, and the term is the term is the period. 3 years.

Longhu Group: It is planned to issue 1.5 billion yuan of tickets, and the first single guarantee private housing enterprise bonds landed

On the evening of August 23, Longhu Group issued an announcement saying that it would issue the first mid -term bill of 2022 on August 25. The announcement shows that the scale of the issuance of the winning ticket does not exceed 1.5 billion yuan, and the issuance period is 3 years. The raised funds are used for project construction, purchasing or repayment of overseas US dollar bonds. The midterm of this period is supported by China Bond Credit Credit Company to provide full guarantee support. It is understood that this is the first single private housing enterprise bond that China Treasury Credit Promoting Company increased credit in accordance with the principles of marketization and rule of law.

Guangfa Securities: It is intended to issue a corporate bond of no more than 2.5 billion yuan

On August 23, Guangfa Securities will announce that from August 26, 2022 to August 29, 2022, GF Securities Co., Ltd. will publicly issue corporate bonds (fourth phase) to professional investors in 2022. The bond is referred to as " 22 Guangfa 10 ", the bond code is" 148041 ", the scale of bond issuance is not more than 2.5 billion yuan (inclusive), and the period is 3 years. It is planned to be used to supplement operating funds.

Bowei contract: It is planned to issue convertible bonds not over 1.7 billion yuan

On August 22, Bowei's alloy disclosed the public issuance of convertible corporate bond plans. The scale of this convertible bond was not more than 1.7 billion yuan (inclusive). : 1.07 billion yuan for 30,000 tons of special alloy electronic material belt expansion projects, 399 million yuan for 20,000 tons of special alloy electronic material line expansion projects, and 231 million yuan for 1GW battery expansion projects. (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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Editor in charge: Li Zhongyuan

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