贵州茅台(600519,股吧)否认210亿元低息存款涉嫌利益输送 Guizhou maotai(600519,guba)Deny 21 billion yuan cheap deposit suspected interests delivery

　　白酒第一股贵州茅台(600519,股吧)最近又一次面临媒体质疑。210亿元的巨额存款，利息收益率仅为0.91%，与去年3.75%的1年期定期利率比较，仅是后者的24%。白酒公司从来都是现金滚滚的，贵州茅台既没有投资大项目，又不向广大股东扩大分红，其高额低息的存款被媒体质疑为明显的利益输送。

The first strands of guizhou maotai liquor(600519,guba)Recently a face media questioned。21 billion yuan huge savings，Interest rate of return is only 0.91%，And last year 3.75% of the one-year interest rates were regularly，Is only 24% of the latter。Liquor company has never been is cash rolling，Guizhou maotai is neither large investment project，And not to the general shareholders expanded share out bonus，Its high cheap deposit by the media questioned for obvious benefit delivery。

　　公开信息显示，贵州茅台的货币资金210亿元，现金不足10万元，其他货币资金不足250万元。

Public information display，Guizhou maotai monetary fund 21 billion yuan，Short of cash 100000 yuan，Other monetary fund of less than 2.5 million yuan。

春晖股份画饼稀土回收 Apartments shares painting cake rare earth recovery

　　六个涨停，春晖股份(000976,股吧)最近公告的稀土回收项目令资本市场瞩目。但背后，竟然是一个“外行忽悠外外行”的“画饼”。

Six harden，Apartments shares(000976,guba)The recent announcement of rare earth recovery project to capital market attention。But behind，Unexpectedly is a“Layman flicker the layman”of“Painting bread”。

　　春晖股份8月10日公告，公司将投资4000万元，参与云南迪晟增资扩股，支持其建设“年产2000吨废旧稀土材料综合回收利用生产线项目”。但事实却是，可行性研究报告虚高估算产品价格，虚高估算销售收入。目前，稀土市场持续低迷，稀土现货价同比下跌已经超过六成，现有的稀土回收企业已经普遍进入微利甚至亏本的境地。可行性研究报告估算的云南迪晟43%净利率，是行业正常水平的十倍。

Apartments shares announcement on August 10，The company will invest 40 million yuan，Participate in yunnan di sheng increase endowment spread，Support its construction“An annual output of 2000 tons of waste comprehensive recovery of rare earth materials using production line project”。But the truth is that，The feasibility study report of the virtual high estimate the price of a product，Virtual high estimated sales revenue。At present，Rare earth market sustained downturn，Rare earth spot price year-on-year declines have more than sixty percent，The existing rare earth recycling enterprise has generally enter the meager profit or loss situation。Feasibility study report estimated yunnan di sheng net interest rate of 43%，Industry is ten times as many as in the normal level。

　　此外，春晖股份通过大量专业术语营造了云南迪晟的萃取分离技术处于“全国先进水平”的假象。还有，春晖号称每年能回收得到40吨的高价重稀土镝，亦接近理论最大回收率的三倍。业内人士对此也是嗤之以鼻。春晖吹高镝回收率，因为镝的销售收入占云南迪晟总收入的50%，对拉高其利润水平有至关重要的作用。

In addition，Apartments shares through a large number of professional term built yunnan di sheng extraction separation technology in“The national advanced level”Illusions of the。and，As apartments every year can recycle get 40 tons of high heavy rare earth dysprosium，Also close to the theoretical maximum recovery three times。The personage inside course of study to also sniff。Apartments blow GaoDi recovery，Because dysprosium sales income accounted for 50% of the total revenue of yunnan di sheng，To pull up the profit level has vital role。

　　媒体报道后，春晖股份现已停牌。

After media reports，Apartments shares has been suspended。

　　中国铝业(601600,股吧)半年业绩巨亏未改并购扩张“豪情” China aluminum(601600,guba)Half a year performance giant kui not change m&a expansion“Roy”

　　中国铝业日前发布半年业绩快报，营业收入达到717.98亿元，同比增长9%，不过归属于股东净利润为巨亏32.53亿元，而去年上半年实现盈利4.13亿元，实现了“由盈转亏”，不过公告中并未提及亏损原因。中国铝业将于8月24日正式披露半年报。

China aluminum released by half a year performance express，Business income amounted to 71.798 billion yuan，Year-on-year growth of 9%，But net profit attributable to shareholders for huge loss 3.253 billion yuan，And in the first half of last year to realize a profit of 413 million yuan，realized“By the turn”，But notice did not mention loss reasons。China aluminum industry will be on August 24 formal disclosure half annals。

　　而在一季报中，中国铝业则称，由于铝价持续低位徘徊，原燃料价格居高不下，预计年初至下一报告期期末将亏损。一季报同时称，业绩大降主要是由于本集团产品售价下降、国家调高电价、原燃材料价格上涨引起毛利减少，同时有息负债规模较去年同期有所增长。

And in a quarterly report in，Chinalco has said，Due to the low end LvJia continue，The original fuel prices，At the beginning of is expected to move on to the next report period the final will lose money。A quarterly report also says，Performance big drop is mainly due to the group product selling price drop、National adjustable high price、The original combustion material prices cause Maori reduce，At the same time interest-bearing liabilities scale than the same period last year increased。

　　尽管业绩不尽如人意，不过中国铝业收购兼并的步伐却越迈越大，业绩亏损并未改变中国铝业并购扩张的“豪情”，中国铝业正力求成为宁夏发电、南戈壁、永晖股份等三家公司的单一最大股东。

Although not satisfactory performance，But the pace of the merger and acquisition of aluminum corporation of China but the more the greater the Wallace，Performance loss of aluminum corporation of China did not change the merger and acquisition of expansion“Roy”，China aluminum are trying to become ningxia power generation、South gobi、Ever get shares three companies such as the single biggest shareholder。

　　兴业全球(340006,基金吧)基金欲起诉熔盛重工“虚假陈述” Industrial global(340006,Fund it)Funds will be prosecuted rongsheng heavy industries“False statement”

　　8月22日，兴业全球基金公司相关负责人致函有关媒体称“我们已经向有关部门请求暂缓向熔盛重工返还要约收购保证金。”该人士通过电话接受记者采访时透露，兴业全球公司在7月3日发布“致全柴动力(600218,股吧)和熔盛重工要求就要约收购事项召开公开说明会的函”后不久，便向监管部门递交“熔盛重工涉嫌虚假陈述”的举报信函，由于相关部门尚未给予回复结果，因此尚未起诉，但起诉材料均已备齐。

August 22，The global fund company letter to the relevant person in charge of the media said“We have to relevant departments request postpones to rshi returned to offer deposit。”This personage through the telephone when accepting a reporter to interview revealed，The global company in released on July 3,“Cause QuanChai power(600218,guba)And rshi needs about acquisition held a public explanation meeting letter”Soon after，He submitted to the supervision department“Rshi suspected of false statement”Report letters，Due to the related department has not yet give a reply results，Therefore has not been charged，But Sue materials are ready。

　　兴业全球基金公司一位不愿具名高管表示，从熔盛重工和全柴动力多次发布的公告来看，两者很擅长跟投资者玩文字游戏，兴业全球基金此次准备起诉的诉由是“虚假陈述”。

The global fund company one anonymous executives said，From rongsheng heavy industries and QuanChai dynamic multiple issued notice to see，Both are good at play word games with investors，The global fund to the charges by lawsuit“False statement”。

　中标地块遭遇乌龙规划海德股份(000567,股吧)交钱容易退钱难 The block encounter uron planning Hyde shares(000567,guba)Make money easy money back hard

　　一年前成功竞得海口行政中心区域2402号地块土地使用权，没想到带给海德股份的却是一场噩梦。由于规划指标出现“乌龙”，导致该地块实际可建建筑面积比拍卖公告少了9400平方米，海德股份因此无法及时签下土地转让合同。一年多过去了，记者采访发现，规划指标问题仍然没有解决，海德股份缴纳的拍卖保证金也没有退还。

A year ago competition success to haikou administrative center area 2402, block the land use right，Didn't expect to Hyde shares is a nightmare。Due to the planning index appeared“uron”，Cause this plot actual building area more than 9400 square meters of less an auction notice，Hyde shares therefore not in time to sign the land transfer contract。More than one year have passed，Reporters found that，Planning index problem remains unresolved，Hyde shares pay auction margin also have no refund。

　　受累汇兑损失中兴通讯(000063,股吧)上半年净利骤降近七成 Involvement exchange loss zte(000063,guba)Plunged nearly seventy percent in the first half net profit

　　中兴通讯日前公布2012年半年度业绩，2012年上半年实现营业收入426.42亿元，同比增长15.21%；利润总额6.56亿元，同比减少48.49%；净利润2.45亿元，比去年同期下降68.17%。

Zte released 2012 semi-annual performance，In the first half of 2012 to realize the business income is 42.642 billion yuan，Year-on-year growth of 15.21%；Total profit of 656 million yuan，Reduced by 48.49% year-on-year；Net profit of 245 million yuan，68.17% lower than the same period last year。

　　对于业绩出现如此大幅度下滑的原因，中兴通讯解释称主要是受投资收益下降、汇兑损失、部分国内运营商网络合同招标推迟及毛利率下降的影响，净利润较上年同期有所下降。

For performance appear so drastically the cause of the decline，Zte said the main explanation is affected by investment gains decline、Exchange loss、Part of the domestic operators contract bidding network delay and the influence of gross margin decline，Year-on-year net profit declined。

　　一设备厂商的相关工作人员表示，造成业绩下滑的一个主因是电信运营商削减支出，以及经济环境收紧等影响。记者在查阅财报中发现，2011年上半年中兴通讯约有11.65亿元的投资收入计入，其中9亿元为出售上市公司国民技术股权获得，而2012年中期公司只有1亿元的投资收入计入，直接造成其投资收益业绩下滑。另外，受制于运营商验收确认进度缓慢，中兴约有30亿元的已发货物未获得运营商初验单，以致有20亿元左右的收入无法计入上半年。

A equipment manufacturers related staff said，Cause performance declining a a major telecom operators to cut back on spending，And economic environment impact such as tightening。Reporter to found in earnings，In the first half of 2011 zte about 1.165 billion yuan investment income included in the，Of which 900 million yuan for listed companies to sell national technology for equity，And the middle of 2012 the company is only 100 million yuan investment income included in the，Direct cause its investment income performance decline。In addition，Subject to operators acceptance confirmed that progress is slow，Zte about 3 billion yuan sent the goods have not obtained operators initial test single，So there will be 2 billion yuan income can't included in the first half。

　　(以上消息摘自《北京青年报》、《上海证券报》、《第一财经日报》、《证券市场周刊》、《证券时报》)

(More news from《Beijing youth daily》、《Shanghai stock certificate report》、《The first financial daily》、《Securities market weekly》、《Securities times》)