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现实中的百慕大是一片安逸乐土,也是著名的旅游胜地。图片来源:(WT-en) Legrospaumé|Wikimedia Commons魔鬼百慕大,究竟多可怕?百慕大魔鬼三角的灵异事件听上去神秘莫测,其实也不外乎这两类:要么是船只失事,要么是航班失踪。可是要问魔鬼三角究竟“吃”掉了多少轮船飞机,相关的论著作品也拿不出精确的数字。有民间爱好者曾统计过,该地区200年来一共有900余起交通失事,但这一数字很可能有所偏颇[1]。实际上,推崇“魔鬼三角”的民间专家们从没想过用惊人的统计数字来吸引目光,而是靠那些扑朔迷离的个案故事。

研报建议下半年继续增配利率,精选信用,低配转债。中金固收研报分析,展望2018年下半年,债市面临的基本面和货币政策环境有利,但供求矛盾等是主要的扰动因素,信用风险是主要风险点,海外债市不决定方向但制约下行空间。从相对价值来看,债市的性价比略有弱化,但面对的环境和趋势更为有利。

BOC has always taken Shanghai as a strategic stronghold in serving national strategies and pursuing globalization. Thus, BOC has set up the second headquarters in Shanghai, in a bid to take full advantage of the policy advantages including the new section of the free trade zone and the location advantages brought by the integrated development of the Yangtze River Delta. BOC will take a committed role in the building of Shanghai into an international financial center and act as the financial bridge for domestic enterprises and individuals to “go global”. First, BOC will serve the CIIE in an all-round way. Drawing on its strengths in the global service network, BOC supports the overseas promotion led by the CIIE Bureau. The Bank helps invite domestic and foreign exhibitors and traders, provides on-site services and offers tailor-made financial service packages, thus facilitating CIIE to become a “high-level and fruitful event that steadily grows in quality and influence”. Second, BOC will actively innovate financial services in free trade zones. BOC is among the first to establish branches in the new section of Shanghai Free Trade Zone. It opened and processed the first batch of accounts, RMB deposits and loans, trade facilitation settlement, two-way capital pool of cross-border RMB and other businesses in the new section, and will spread relevant innovative businesses to other free trade zones. Third, BOC will earnestly implement the coordinated regional development strategy. BOC is the first bank to launch “Comprehensive Financial Service Package for the Integration of the Yangtze River Delta”, fully supporting infrastructure connectivity, industrial transformation and upgrading, and technology innovation in the region. At present, BOC’s outstanding loans in the Yangtze River Delta, Pearl River Delta and Beijing-Tianjin-Hebei account for about 60% of its total domestic loans. In the next five years, BOC will increase credit and other resources in the Yangtze River Delta by over RMB1 trillion. Fourth, BOC will enrich and enhance its Shanghai Headquarters. In line with the country’s move to further open the financial sector, BOC will enrich its Shanghai Headquarters with new types of businesses and expanded scope of services, thus putting the Shanghai Headquarters on a strong footing compatible with the city’s status as an international financial center. BOC has set up its Fintech subsidiary in Shanghai to boost its bid in becoming a global Science & Technology Innovation Center. In doing so, the Bank also accelerates its own digital transformation and business scenario evolution, and becomes more empowered to support the transformation and upgrading of China’s economic structure.

另外一家涉事的上市公司西安饮食于2017年6月29日发布公告称,“公司控股股东西旅集团拟将其持有的7485.84万股股份转让给华侨城集团,上述转让及授权完成后,华侨城集团将成为公司的控股股东,国务院国资委将成为公司的实际控制人。”2019年1月2日,西安饮食发布的收购报告书显示,西安市政府拟将授权西安市国资委所持有的西旅集团100%的国有股权无偿划转至曲江管委会名下,无偿划转完成后,上市公司实际控制人将由西安市国资委变更为曲江管委会。

二是控股股东所持公司股份存在被动减持风险。截至2018年12月6日,控股股东及其一致行动人拟被违约处置的股份占公司总股份的10.17%,在未来约定期限内可能存在被处置的风险。三是盈利和偿债能力大幅减弱。2018年前三季度,公司实现营业收入63.62亿元,同比减少25.03%,归属于股东的扣除非经常性损益的净利润为1.57亿元,同比减少 67.99%。截至2018年9月末,公司货币资金为12.27亿元,同比减少70.35%,债务偿付保障能力较弱。

毫无疑问,苹果吸取了去年的教训,但降价能挽回苹果在中国再度受到热捧,止住下跌颓势么?渠道为王新一代苹果手机仍使用英特尔基带,据天风国际分析师郭明錤预测,5G版的iPhone将在2020年发布。对比国内手机厂商们早早试水5G手机,如华为、OPPO、小米们,苹果无疑是输在了起跑线上。

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