1、經濟參考報消息,去槓桿作為今年經濟工作中重要一環,對於穩定經濟增長、降低風險具有重大意義。而貨幣投放擴大和房市政策放寬帶來的「溢出」效應引起關注,有必要警惕實際信貸增速過快、企業債務和房地產市場槓桿「不降反升」的風險隱患。
ECONOMIC INFORMATION DAILY news, as an important part of the economic work this year, deleveraging has great significance for stabling economic growth and reducing risks. The "spillover" effect brought by the expansion of money supply and the easing of real estate market policy attracted concern, it is necessary to guard against the potential risks of actual credit growing too fast and the "rising instead of falling" for corporation debts and the real estate market leverage.
2、摩根大通朱海斌認為,中國政府將在下半年繼續保持擴張性財政政策和中性貨幣政策,並在增長放緩時會有輕微的寬鬆傾向。預計今年剩餘時間內會降息25個基點,最可能出現在10月份,還會有兩次降準,並補充以公開市場操作、常備借貸便利、中期借貸便利、抵押補充貸款等擴張性的流動性操作。
JPMorgan Chase & Co. Zhu Haibin believes that the Chinese government will continue to maintain an expansionary fiscal policy and a neutral monetary policy in the second half of the year, and there will be a slight tendency of easing when growth slows. It is expected that there will be interest rate cuts of 25 basic points in the rest of the year, most likely in October, there will also be two RRR cuts, supplemented by expansionary liquidity operations including Open-market Operations, Standing Lending Facility, Medium-term Loan Facility and Pledged Supplementary Lending.
3、新華社受權播發《中共中央 國務院關於深化投融資體制改革的意見》。意見提出,進一步轉變政府職能,深入推進簡政放權、放管結合、優化服務改革,建立完善企業自主決策、融資渠道暢通,職能轉變到位、政府行為規範,宏觀調控有效、法治保障健全的新型投融資體制。
Xinhua News Agency was authorized to broadcast "Opinions of the CPC Central Committee and the State Council on deepening the reform of investment and financing system". The Opinions pointed out that, government functions should be further transformed; decentralization, combination of deregulation and regulation and optimization reform of services should be further promoted; the new investment and financing system of enterprise independent decision-making, smooth financing channels, functional transformation in place, standardization of government behavior, effective macro-control and sound legal guarantee should be established and improved.
4、人民日報消息,居民收入「不敵」GDP增速引起大家關注。對此,專家表示,中國經濟轉型升級必然伴隨著新老業態更替與要素重新優化配置,這會導致一定時期內經濟下行壓力加大,進而影響居民收入。只要收入增長趨勢強勁,前景向好,便沒有必要對短期起伏大驚小怪。
PEOPLE』S DAILY news, resident income "defeated by" GDP growth aroused wide concern. In this regard, experts said that, China's economic transformation and upgrading is bound to be accompanied by the replacement of old formats with new ones and the re-optimized configuration of elements, which will lead to an increase of economic downward pressure for a period of time, thereby affecting resident income. As long as there is a strong trend of revenue growth and a good outlook, it is not necessary to make a great fuss about short-term fluctuations.
5、財政部部長樓繼偉在人民日報撰文稱,《資產評估法》的出臺,對我國資產評估行業乃至經濟社會發展而言,都具有十分重要的歷史性意義。出臺《資產評估法》是維護社會主義市場經濟秩序的迫切需要,是防範國有資產流失的迫切需要,是資產評估行業規範發展的迫切需要。
Lou Jiwei, Minister of Ministry of Finance of the People's Republic of China, wrote an article in the PEOPLE』S DAILY, saying that the introduction of "Asset Valuation Law" has a very important historical significance on China's asset valuation industry as well as economic and social development. The introduction of "Asset Valuation Law" is for the urgent need to safeguard the socialist market economic order, for the urgent need to prevent the loss of state assets and for the urgent need of the regulated development of asset valuation industry.
6、海通證券荀玉根認為,震蕩市的波動源於政策改變情緒,經濟不好時政策松、股市漲,經濟好時政策緊、股市跌,目前國內外政策望再次階段性偏松,改革在推進,市場走在上漲途中。目前聚焦價值搭臺,逐步重視成長唱戲。中期而言,仍是震蕩市的大格局,業績為王。
Haitong Securities Xun Yugen stated that stock market fluctuation comes from moods altered by policies, loose policies are adopted and the stock market rises when the economy is not good, strict policies are adopted and the stock market falls when the economy is good, the current domestic and foreign policies are expected to be periodically loosened, the reform is being promoted, and the market is in the middle of rising path. Currently, the focus should be on the stage set up by values, and gradually emphasize on the performance of growth. For the medium term, the stock market fluctuation remains as the major pattern and performance is the king.
7、據統計局數據顯示,6月,引領全國樓市環比價格上漲的合肥,環比上漲4.9%,廈門,南京緊隨其後,漲幅都在4%以上。深圳從5月環比上漲0.5%反彈到6月環比上漲2.6%,北京上海廣州的環比漲幅都在1.8%-2.4%之間。業內認為,二線城市取代一線城市引領房價成為大格局。
According to the data from the National Bureau of Statistics of the People's Republic of China, in June, Hefei led the sequential increase of housing prices nationally, with a sequential rise of 4.9%, followed by Xiamen, Nanjing, with sequential rises of more than 4%. Shenzhen rebounded from a sequential increase of 0.5% in May to a sequential rise of 2.6% in June, Beijing, Shanghai and Guangzhou’s sequential increases are all between 1.8% to 2.4%. The industry insiders believe that the major pattern has become that the second-tier cities lead the housing prices in replacement of the first-tier cities.
8、中鋼協表示,中國鋼鐵行業面臨的形勢較為嚴峻,突出表現在三個方面。一是國家高度重視供給側結構性改革,正在大力度、系統性地解決鋼鐵行業產能過剩問題;二是國際貿易摩擦增加,國內鋼企面臨很大的經營壓力;三是今年上半年鋼鐵行業上下遊品種價格波動幅度加大,為企業風險控制和穩定經營帶來了挑戰。
China Iron and Steel Association stated that China's iron and steel industry is facing a relatively severe situation, which is shown mainly in three ways. First, China attaches great importance to the supply-side structural reforms, trying to systematically solve the iron and steel industry overcapacity problem with great efforts; second, the international trade frictions increase, and domestic steel enterprises face great pressure on the operation; the third is that the price volatility of upstream and downstream varieties increased in the first half of this year, challenging the risk control and operation stability for the enterprises.
9、工信部制定了《工業綠色發展規劃(2016-2020年)》。規劃提出,大力推進能效提升、大幅減少汙染排放、加強資源綜合利用、削減溫室氣體排放、加快構建綠色製造體系、推進工業綠色協調發展、實施綠色製造+網際網路等十大主要任務。
The Ministry of Industry and Information Technology of the People's Republic of China formulated the "Green Industry Development Plan (2016-2020)." The plan proposes ten major missions including vigorously promoting energy efficiency improvements, significantly reducing pollution emissions, improving comprehensive utilization of resources, cutting off greenhouse gas emissions, accelerating the construction of green manufacturing system, promoting the coordinated development of green industry, and carrying out green manufacturing + Internet.
10、上海市統計局發布數據顯示,上半年,上海全市生產總值實現12956.99億元,同比增長6.7%,增速同比回落0.3個百分點;CPI同比上漲3.1%;完成固定資產投資總額2810.53億元,同比增長7.9%,增速同比回落0.5個百分點。
The data released by Shanghai Municipal Bureau of Statistics shows that in the first half of 2016, Shanghai city's GDP achieved 1.295699 trillion yuan, a year-on-year increase of 6.7%, a year-on-year growth rate decrease of 0.3%; CPI rose 3.1% year-on-year; 281.053 billion yuan of investment in fixed assets was completed, a year-on-year increase of 7.9%, a year-on-year growth rate decrease of 0.5%.
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