Treasury market Fengyun ｜ Mandarin years and other real estate companies cannot disclose the interim reporting world show on time.

Zhongxin Jingwei, September 1st (Lei Zongrun) On September 1, most of the short -term SHIBOR varieties declined. 1.47%, a monthly decline of 0.1bp was reported to 1.5%. 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

Ministry of Finance: 3 billion yuan in Treasury bonds in Macau on September 7

Evergrande Real Estate Group: Can't disclose the half -annual report of 2022 on time

China Oceanwide Holdings Group: Oceanwide Holdings continues to extend the "18 sea of ​​sea mtn001" in the replacement

Moody's: Low the credit rating of Jinhui Holdings from B1 to B2, and the rating outlook is negative

Development of Guangzhou: It is intended to apply for the issuance of not over 5 billion yuan super short -term financing voucher

【Macro Express】

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

On September 1, the central bank announced that in order to maintain the banking system reasonable and abundant, September 1 launched a 7 -day reverse repurchase operation by interest rate bidding, with a bid interest rate of 2.0%. Wind data shows that there were 2 billion yuan of reverse repurchase expiration on September 1, so the day was completely hedged to the expected period.

Ministry of Finance: 3 billion yuan in Treasury bonds in Macau on September 7

On August 31, the Ministry of Finance of the People's Republic of China and the Macau Special Administrative Region Government announced that the central government will issue 3 billion yuan in Treasury bonds in Macau on September 7, 2022. The issuance of RMB Treasury bonds in Macau is an important measure for the central government to continue to support Macau's development of modern finance. It provides investors with safe and stable investment options, which is conducive to further expanding the scope of investors, enhancing the attraction of the Macau bond market, and promoting the construction of the Macau bond market. Support the development of the Macau market, promote the moderate diversification of Macau's economy, and further strengthen financial cooperation between the Mainland and Macau.

【Entreprise's news】

Master underwriter: "17 Shengtong MTN001" and other two bonds and other two bonds to default follow -up progress

On September 1, the main underwriter Hengfeng Bank issued an announcement saying that the "17 Win Tong MTN001" and "17 Shengtong MTN002" issued by Shandong Shengtong Group Co., Ltd. have defaulted before, and the main underwriter actively connects to the reorganized manager To understand the progress of the issuer's reorganization, the manager is currently supplemented with ordinary creditors (except for special circumstances in individual creditors) according to the 0.6%ratio of the unquestioned part of the ordinary creditors; The work progress is disclosed in time and should be done well.

Lord underwriter: Three bonds such as "17 Zhongrong New Da MTN001" and other three bonds defaulted in follow -up progress

On September 1, the main underwriter Hengfeng Bank issued an announcement that the "17 Zhongrong New Da MTN001", "18 Zhongrong New Da MTN001" and "18 Zhongrong New Da MTN002" issued by Zhongrong New Da Group Co., Ltd. The principal and interest of not being able to pay the principal and interest on schedule has constituted a breach of contract. The main underwriter continued to follow up with the progress of the issuer and investors on the discussion of the follow -up solutions. People communicate with the issuer's communication channels, and do their best to do their duties.

Hongda Xingye: "18 Hongda Xingye MTN001" and other four bonds such as defaulting to follow -up progress

On September 1st, Hongda Xingye Group Co., Ltd. issued an announcement saying that the company issued "18 Hongda Xingye MTN001", "19 Hongda Xingye MTN001", "20 Hongda Xingye SCP001" and "20 Hongda Xingye SCP002". Both have defaulted, and the company will continue to maintain good communication with the holders and related institutions, promote the progress and disposal progress of bond risk, and strive to reach a risk resolution and disposal agreement. If the relevant agreement cannot be reached, the company will strive to reach a diversified disposal measures including but not limited to the adjustment of basic payment terms and replacement.

Sunshine City Group: "20 Sunshine City MTN001" has not paid the follow -up progress in full on time

On September 1st, Sunshine City Group Co., Ltd. announced that after the "20 Sunshine City MTN001" did not pay it in full on time, as of the date of this announcement, the company has no specific plan for the latest redemption arrangements for the current bonds; The holders of bonds maintain good communication and respond to the demands of bond holders; formulate and promote the payment plan as soon as possible, and implement the payment of funds.

Shanghai Shimao: Can't disclose the semi -annual report of 2022 on time

On August 31, Shanghai Shimao Construction Co., Ltd. issued an announcement saying that the company will not be able to disclose the disclosure of the 2022 semi -annual report on time in view of the company's 2021 annual report.

Evergrande Real Estate Group: Can't disclose the half -annual report of 2022 on time

On the evening of August 31, Evergrande Real Estate Group Co., Ltd. issued an announcement saying that due to major changes in the company's operating conditions, audit institutions have added a lot of additional audit procedures. At present Work, the company cannot disclose the 2022 semi -annual report on time before August 31.

China Oceanwood Holdings Group: Subsidies Pan Marine Holdings continues to delay the redemption of "18 Oceanic MTN001"

On August 31, China Oceanic Holding Group Co., Ltd. announced that after the subsidiary's Oceanwa Holdings "18 Oceanwa MTN001" defaults, the Oceanwide Holdings originally planned to redeem the "18 Oceanwide MTN001" on August 29, 2022 to sell back on sale Some bond principal and interest payable, considering the progress and liquidity status of the asset disposal and liquidity of the Oceanwa Holdings, the Oceanwide Holdings plans to continue to extend the payment. In the future, Oceanwa Holdings will continue to promote the optimization and disposal of assets and the citations of subsidiaries, and strive to complete the bond payment as soon as possible.

Fantastic Year Group: Can't disclose the mid -term report on time on time

On August 31, the Flower Year Group (China) Co., Ltd. announced that since the company's indirect controlling shareholder Flower Mandarin Group Co., Ltd. (abbreviated: Fantastic Year Holdings) Overseas debt defaults, the financial consultant and legal adviser appointed by the Labor New Year Holdings and its appointment Cooperate reorganization. The reorganization of the Flower Year Holdings (our company is an important subsidiary of the Flower Year Holdings) is still ongoing, and more information and time are needed to complete the relevant procedures related to the mid -term report of 2022.

【Rating changes】

Moody's: Low the credit rating of Jinhui Holdings from "B1" to "B2", and the rating outlook is negative

On August 31, Moody's issued rating report said that the main credit rating of Jinhui Holdings (Group) Co., Ltd. was lowered from "B1" to "B2", and the rating outlook was negative.

S & P: Galaxy China Galaxy Securities and its subsidiaries "BBB" long -term issuer credit rating, looking forward to "stable"

On August 31, the S & P report stated that China Galaxy Securities Co., Ltd. and its core subsidiaries China Galaxy International Financial Holdings Co., Ltd. "BBB" long-term issuer credit rating, looking forward to "stable", and awarded the two "A- A- 2 "short -term issuer credit rating.

Moody's: Losses loyalty Macau insurance insurance financial strength rating to "BAA1", and the prospects are adjusted to "negative"

On August 30, Moody's report said that the insurance financial strength rating of Zhongcheng Macau Insurance Co., Ltd. was lowered from "A3" to "BAA1", and the outlook was adjusted from "lowering observation" to "negative".

Moody's: Downturn Dingrui Reinforcement Insurance Insurance Financial Power Rating to "BAA1", and the prospects are adjusted to "negative"

On August 30, Moody's report said that the insurance financial strength rating of Peak Reinsurance Company Limited was lowered from "A3" to "BAA1", and the prospects were adjusted from "downward observation" to "negative".

【New debt issuance】

Junshun: It is planned to issue convertible bonds not over 380 million yuan

On August 31, Junshun disclosed the public issuance of convertible corporate bond plans. The total amount of funds raised by convertible corporate bonds this time does not exceed 380 million yuan (inclusive). It is used for the annual output of 124,000 tons of nylon new material projects, and 180 million yuan is used for 80,000 tons of new nylon materials (nylon 66) projects.

World Show: Molying to issue convertible bonds will not exceed 1.4 billion yuan

On August 31, the World Show Announcement stated that it was planned to issue convertible bonds for not more than 1.4 billion yuan. And supplementary funds.

Development of Guangzhou: It is intended to apply for the issuance of not over 5 billion yuan super short -term financing voucher

On August 30, the development of Guangzhou issued an announcement. On August 29, 2022, the company held the 46th meeting of the Eighth Board of Directors of the Company, reviewing and approved the "Proposal on the Company's Issuance of ultra -short -term financing vouchers" to broaden financing to broaden financing financing Channels, reduce financing costs, and meet the company's daily operations and repay debts of funds. The company plans to apply to the China Banking Market Traders Association for registration and rolling the balance of the principal in China with a short -term financing voucher with a balance of not more than RMB 5 billion.

(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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