新京报讯 沪深A股周一再度遭遇打击，地产政策加码的担忧使得市场受到拖累，沪指昨日跌1.51%，创下最近一个月最大单日跌幅。

The Beijing news-A shares in Shanghai on Monday again blow，Real estate policy concerns that makes the market (by drag，HuZhi yesterday fell 1.51%，In a recent months biggest one-day fall。

　

　地产调控忧虑加剧 Real estate regulation increased anxiety

　　昨日沪指收报2136.08点，跌幅为1.51%，深成指跌2.15%，收报9039.22点。此前沪指最大的单日跌幅为7月16日，当天沪指下跌1.47%，当天同样是周一。

HuZhi yesterday at 2136.08 points，Down 1.51%，Shenzhen composition index fell 2.15%，At 9039.22 PM。HuZhi after the biggest one-day fall for July 16,，HuZhi fell 1.47% on the day，The day is also Monday。

　　此前由于楼市出现回暖迹象，昨日发行的《上海证券报》有报道援引接近国务院楼市督察组的人士称，如果房价反弹态势明朗，中央政府将出手。

Due to appear before market warms up signs，Yesterday the issue《Shanghai stock certificate report》There are reports quoted close to the state council DuChaZu according to people of the property market，If house prices rebound is clear，The central government will make moves。

　　受这一消息面因素影响，昨日地产股成为领跌的板块。地产龙头万科A收盘跌4.21%，招商地产(000024,股吧)、保利地产(600048,股吧)跌幅也超过4%。

By this news surface factors，Be brought down yesterday with property of the plate。Real estate leading China vanke A closed down 4.21%，Investment real estate(000024,Shares it)、Poly real estate(600048,Shares it)Fall by more than 4%。

　　而受地产政策关联的影响，昨日建材、机械等行业的跌幅也比较大。

And the influence of the policy by real estate association，Yesterday the building materials、Machinery and other industries is also great falls。

　　

券商股集体重挫 Brokers strands of collective heavy defeat

　　券商板块昨日集体重挫，整个板块跌7.75%位居跌幅榜首。中信证券(600030,股吧)、西南证券(600369,股吧)、光大证券(601788,股吧)也一度逼近跌停，华泰证券(601688,股吧)、海通证券(600837,股吧)、东吴证券(601555,股吧)等跌幅近9%。

Brokers plate collective down sharply yesterday，The whole sector fell 7.75% in the fall。Citic securities(600030,Shares it)、Southwest securities(600369,Shares it)、Everbright securities(601788,Shares it)Once approximation drop stop，Huatai securities(601688,Shares it)、Haitong securities(600837,Shares it)、Soochow securities(601555,Shares it)Dropped by almost 9%, etc。

　　分析人士称，券商股集体暴跌与其业绩欠佳以及8月来袭的解禁潮有关。

Analysts say，Brokers strands of collective slump and its performance and ill August of the release of the incoming tide。

　　根据19家上市券商最新公布的数据显示，7月19家上市券商共实现营业收入31.59亿元和净利润7.32亿元，较上月环比下滑幅度分别为35%和60%。此外，多家券商将在8月内陆续解禁，合计解除限售的股份数量和解禁市值分别高达57.02亿股和694.06亿元。

Based on the listed brokers the latest figures show，On July 19 listed securities business income is 3.159 billion yuan and realization of net profit of 732 million yuan，More on the decline range y/y 35% and 60%, respectively。In addition，Several brokers will be in 8 months ban in succession，Total number of limited sales lifted shares were lifted and market value as high as 5.702 billion strands and 69.406 billion yuan。

　

　外资行看淡宏观经济 Foreign do see light macro economy

　　A股从上周五开始转向下跌，另一个影响投资者情绪的因素是宏观经济数据不如预期。

A shares from Friday to begin to turn down，Another influence factors of investor's emotion is macro economic data as expected。

　　巴克莱经济学家黄益平、常健称，鉴于7月份数据弱于预期，巴克莱将2012年GDP增长预期从8.1%下调至7.9%，他们认为，外部经济疲软，国内政策力度或效率缺乏是主要的两种风险，目前都已经显现。

Barclays economist HuangYiPing、ChangJian says，In view of the July data weaker than expected，Barclays will 2012 GDP growth expectations from 8.1% down to 7.9%，They think，External economic weakness，Domestic policy efforts or lack of efficiency are two main kinds of risk，At present have been revealed。

　　投资银行美银美林周一也下调了中国GDP增速，从原先预估的8%下调到7.7%。

Bank of America merrill lynch investment bank on Monday also cut China's GDP growth，From the original estimate of 8% cut to 7.7%。

　　上周五公布的7月份经济数据包括生产、消费、外贸和信贷方面的数据，表现均不佳，其中信贷规模增长低于预期。

In July released last Friday by the economic data including production、consumption、The foreign trade and credit data，Performed were not beautiful，One size of credit growth lower than expected。

　　博时基金投资经理杨柳说，虽然上周市场反弹不错，但近期不排除创新低的可能性。农银汇理基金则认为，经济数据的不理想可能使得短期反弹乏力，需要政策刺激才能引发新一轮反弹。

When the rich investment manager willow said，Although good market rally last week，But recent not rule out the possibility of a new low。Agriculture Daniel silver remit fund is think，Economic data not ideal may make the short term rally lack of power，Need policy stimulus to reignite a rebound。

　　新京报记者 吴敏 李蕾

The Beijing news reporter WuMin li lei

　　

审批现状 Examination and approval status

　　IPO审核再现空窗期 IPO window period of audit reproduce

　　新京报讯 （记者吴敏）证监会网站的预披露信息显示，最近一次拟上市公司预先披露还是7月16日，即截至昨日白天，已经有28天没有新的预披露。

The Beijing news- （Reporter WuMin）Securities regulatory commission web site gets the disclosure of information display，A recent listed companies to disclose in advance or July 16,，That is the day till yesterday，Already have 28 days no new the disclosure。

　　此外，创业板发审委自7月31日第64次会议召开以来，就再也没有关于创业板IPO发审会的消息。主板方面，主板发审委自从7月27日召开最新一次IPO发审会后，截至8月12日，再无IPO发审会会议召开。

In addition，Gem FaShenWei since July 31 64 times since the meeting，No about the IPO will send the gem of the news。Motherboard aspects，FaShenWei motherboard since July 27, latest IPO held the hair after the meeting，As of August 12,，There is no IPO will send the meeting is held。

　　不过，预披露和发审环节的空窗期，并未对新股上市节奏产生多大的影响，因此前积压的过会公司较多。以昨日为例，昨日有一家创业板公司开始申购。本周至28日还有3家公司将发行，另有6家公司正待上市。

but，The disclosure and send the link window period，Not for new shares listed rhythm of impact，So the backlog of that company before more。Yesterday as an example to，Yesterday a gem companies began to explain buy。This week to 28 and three companies will be issued，Another six companies listed on the pending。

　　从新股上市速度看，7月份有18只新股上市，8月份前10天有8只新股上市，速度并未放缓。而过会待上市公司数量仍然超过百家。

Ipo watch from speed，There are 18 July only ipos，August 10 days before 8 only ipos，Speed did not slow。And I'll stay for a listed company still more than the number of。

　

　专家声音 Experts voice

　　“市场扭曲是股市低迷祸首” “Market distortion is the stock market downturn culprit”

　　在A股跌跌不休的大背景下，从上周五开始，《证券时报》和一家门户网站就联合发起“拿什么拯救你，中国股市”大讨论活动。多位专家的意见集中在明确股市定位、加快完善各项资本市场制度、重塑股市形象等方面。

In A shares stumble in the debate in the background，From last Friday，《Securities times》And a web portal is jointly sponsored“Take what rescue you，China's stock market”Big discussion activities。Many experts concentrated in clear stock market positioning、Speed up and perfect the system of capital market、Remodeling market image, etc。

　　中国人保资产管理股份有限公司副总裁秦岭的措辞十分严厉。对于谁是A股市场表现持续低迷的罪魁祸首的问题，秦岭认为就是市场的扭曲和监管的缺位。秦岭称，“我国证券市场是一个体制性的"怪胎"：二级市场是市场化交易；一级市场(发行市场)却是行政审批制。作为股市的源头，发行体制的扭曲可谓荼毒无穷。”

People can keep China asset management Co., LTD. Vice President of the wording of the qinling very strict。For who is A share market performance to the chief culprit of continuing malaise，Qinling think is market distortion and the absence of regulation。Qinling says，“Our country securities market is a system"freak"：The second market is the market transaction；Level 1 market(Circulation market)It is ShenPiZhi administration。As the source of the stock market，Issue the distortion of the system is endless torment。”

　　北京大学金融与证券研究中心主任曹凤岐表示，要解决中国资本市场问题，就应首先解决中国市场的定位问题。把资本市场真正转变成投资者的市场、投资者有回报的市场，这个市场才能真正成为价值投资的市场。

Beijing university finance and securities research center director CaoFengQi said，To solve the problems in China's capital markets，Should first solve Chinese market orientation。The capital market really change into the market investors、Investors have a return of the market，The market can become the value investment market。

　　新京报记者 李媛 吴敏

The Beijing news reporter LiYuan WuMin

　

　机构观点 Agency views

　　短期还有震荡考验 Short-term and concussion test

　　国泰君安认为，短期内股指反弹将迎来一些考验。由于公布的经济数据并不乐观，如果没有强力的实质政策呵护，反弹两周之后的市场尤其是指数可能会迎来一些震荡考验，但是从中期来说，二次机遇的趋势性机会也在临近。

Cathay Pacific hand to think，The short term rally will have some stock index test。Because of the economic data released are not encouraging，If no powerful essence care policy，Two weeks after the market rally especially index may see some concussion test，But it from the middle，The result of the second opportunity to near。

　　太平洋证券认为，已公布的宏观经济数据显示经济仍在低位徘徊，尚未出现改善的信号。同时，市场供求关系没有出现实质性改善，增量资金匮乏。整体来看市场的反弹并无实质利好的支持。

The Pacific securities think，Published macroeconomic data showing the economy still remained at the low，Has not appeared yet improve signal。At the same time，The relation between market supply and demand not appeared substantial improvement，Incremental lack of money。The whole market rebound and without any substantial advantage good support。

　　国联证券认为，若市场风格未能从前期强势股顺利转换到超跌板块，则市场在短期内或面临反复。

The nl securities think，If the market style from the earlier failed to strong strands of smooth conversion to super fall plate，The market in the short term or face again and again。

　　新京报记者 沈玮青

The Beijing news reporter ShenWei green

　

　个股情况 Stocks situation

　　中信证券几近跌停 否认海外投资巨亏 Citic securities nearly drop stop deny overseas investment huge losses

　　新京报讯 （记者李蕾）在昨日跌幅最大的券商板块中，券商龙头中信证券更是领跌券商股，跌幅超过9%。

The Beijing news- （Reporter li lei）The biggest decline in yesterday's brokers plate，Citic securities brokers bibcock is brought down brokers shares，Dropped more than 9%。

　　市场有传言称中信证券海外投资巨亏，中信证券董事长被带走调查。

The market has reportedly citic overseas investment huge losses，The chairman of citic securities is carried away survey。

　　对此，中信证券董秘郑京昨日在接受新京报记者采访时表示，市场上的传闻都是假的，中信证券一切正常，目前没有要公告的内容。

this，Citic securities dong jing zheng yesterday in secret to accept the new news reporter to interview said，Market rumours are false，Citic securities everything was normal，No to the content of the announcement。

　　昨日中信证券A股开盘之后便震荡下挫，午后出现一波跳水，截至收盘报10.99元，跌9.10%，盘中一度跌至10.88元，几近跌停，全日跌幅超过9%。此外，昨日其H股的跌幅亦达到7.31%。

Citic securities A shares opened yesterday after they concussion falls，In the afternoon of a wave of diving，As for close to 10.99 yuan，Down 9.10%，Plate dropped to 10.88 yuan once，Nearly drop stop，Full-time dropped more than 9%。In addition，The H share fall yesterday also reached 7.31%。

　　昨日下午，市场出现关于中信证券各种版本的传闻。有传言称，中信证券在对里昂证券的收购中亏损29亿元；中信证券董事长被带走调查。

Yesterday afternoon，Citic securities market to appear on various versions of the rumours。Has reportedly，Citic securities on Lyon the purchase of securities in the loss of 2.9 billion yuan；The chairman of citic securities is carried away survey。

　　对上述说法郑京均予以否认，她表示，市场传闻都是假的，中信证券一切正常，上述收购顺利。

On the above statement ZhengJingJun denies，She says she，Market rumours are false，Citic securities everything was normal，The above purchase well。

　　郑京在谈到股价下跌的原因时说：“我们也在寻找原因，但这么大的盘子，一时半会儿还分析不出来。”

Zheng Beijing said of stock price down that the reason：“We are also looking for reason，But so big of the plate，Gabriella analysis does not come out。”

　　中信证券曾于7月20日晚间公告称，其全资子公司中信证券国际将以12.52亿美元的总价收购里昂证券，其中19.9%股权收购已完成交割。

Citic securities have July 20 night announcement said，Its wholly owned subsidiaries citic international will be $1.252 billion purchase price Lyon securities，19.9% of them share purchase has complete delivery。

　　有分析人士称，目前正是收购的好时机，但也有券商发布研究报告表示，该项收购价格偏高，整合有难度。

Analytic personage says，It is a good time to purchase，But there are also released brokers in the study said，The purchase price is on the high side，Integration have difficulty。