1、社科院發布的《中國住房2016中期報告》認為,當前房地產市場的總體回升主要是由於政策促進和市場預期變化引起的。報告預測,2016年下半年到2017年上半年,房地產市場可能會迎來一個短期調整期。持續的政策刺激與有力的制度變革力度,將決定調整幅度和時間提前或者延後。
Chinese Academy of Social Science (CASS) published "China Housing 2016 Interim Report" which believes that the current overall rebound in the real estate market is mainly due to the changes of policy promotion and market expectation. The report predicts that from the second half of 2016 to the first half of 2017, the real estate market may usher in a short-term adjustment. Continuous policy stimulation and forceful efforts on the system reform will determine the extent and time of the adjustment.
2、據中債資信研報統計,2016年上半年全國共有30個省級政府和4個計劃單列市政府發債,發行規模達35755億元,接近2015年全年3.8萬億元的發行水平。中央黨校教授認為,目前經濟下行壓力較大,地方債置換和發行應按既定計劃推進,必要時要適當加碼。當然,不是地方債越多越好。
According to the research report statistics of China Bond Rating Co., Ltd., national widely, a total of 30 provincial governments and four governments of the cities specifically designated in the state plan issued bonds in the first half of 2016, the issue scale reached 3.5755 trillion yuan, close to the whole year’s issue level of 3.8 trillion yuan in 2015. A professor from the Party School of the Central Committee of C.P.C. believes that the current economic downward pressure is relatively large, the replacement and issuance of local debts should be promoted according to the established plans, more appropriate efforts are needed if necessary. Of course, it is not to say the more local debts the better.
3、央行副行長陳雨露認為,要加強對槓桿率特別是企業債務問題的研究。要在科學統計的基礎上,對我國槓桿率水平變化趨勢以及債務結構做出深入細緻的分析。紮實做好去槓桿各項工作,在節奏上把握做到有序漸進。
The deputy governor of THE PEOPLE』S BANK OF CHINA, Chen Yulu believes that the researches on leverage ratio, particularly enterprise debt issues, should be strengthened. Based on the scientific statistics, the change trend of leverage ratio level and debt structure in our country should be analyzed in depth and detail. Various works of deleveraging need to be done solidly and with an orderly gradual grasp of rhythm.
4、證券時報消息,萬科A周三低開,成功打開跌停板,盤中一度上漲超過4%,隨後快速回落,但在19.1的開盤價上方守穩持續展開震蕩,尾盤再次翻紅。截至收盤,萬科A報19.8元,漲幅0.05%,全日成交1028萬手,創歷史新高,成交額201.1億元,換手率10.59%。
Securities Times news, Vanke A opened low on Wednesday, successfully opened daily limit, there once was a intraday rise of more than 4%, then it dropped quickly, but was stable above the opening price of 19.1 and continued shock expansion, and rose again by the end. At the close, Vanke A reported 19.8 yuan, an increase of 0.05%, the total daily turnover was 10.28 million hands, a record high, the turnover volume was 20.11 billion yuan, a turnover rate of 10.59%.
5、近期,長江中下遊沿江地區強降雨持續,基礎設施損毀嚴重。為支持受災嚴重的安徽省、湖南省、湖北省、江西省做好災後恢復建設工作,發改委追加下達中央預算內投資2.85億元,支持上述地方遭受暴雨洪澇災害地區基礎設施和公益性設施應急恢復建設。
Recently, heavy rainfalls continued in the regions along the Yangtze River, infrastructure is severely damaged. To support the post-disaster restoration construction work in hard-hit provinces of Anhui, Hunan, Hubei, Jiangxi, National Development and Reform Commission issued an additional investment of 285 million yuan from the central budget for the emergency recovery of the infrastructure and public facilities to support these regions which suffered heavy rainfall and flood disaster.
6、經濟參考報消息,儘管油氣體制改革方案還未落地,但打破壟斷的混改實踐卻早已行動起來。去年10月國內油氣上遊領域首次通過招標向社會公開出讓勘查開採權,目前中標的三家企業正在開展前期工作,爭取年底前確定開發方案並於明年付諸實施,而第二批油氣勘查區塊的開放也已提上議事日程。
ECONOMIC INFORMATION DAILY news, although oil and gas reform program has not yet landed, the practice of mixing reform in order to break the monopoly has been set on motion for a long time. Last October, the upstream areas of domestic oil and gas industry remised the prospecting and mining rights to the public through a tender for the first time, the three companies which won the bid are carrying out preparatory work and are trying to determine the development plan before the end of the year and implement it next year, while the opening of the second batch of oil and gas exploration blocks has also been put on the agenda.
7、中證網7月6日從電資辦微信公眾號獲悉,依據全國電影票務綜合信息管理系統的統計數據,2016年1月1日至6月30日全國電影票房245.82億元,同比增長20.7%,排場3458萬場,觀影人次7.23億人。
China Securities Journal online learned from the Wechat Public Account of the National Movie Industry Development Special Funds Administrative Committee Office on July 6th, according to the statistics of national movie ticketing integrated information management system, from January 1st to June 30th, 2016, China’s movie box office was 24.582 billion yuan, a year-on-year increase of 20.7%, there were 34,580,000 showings of movies and 723 million person-times.
8、上證報消息,隨著產業技術的成熟,OLED市場需求正快速增長、政府支持力度也不斷加大,整個行業未來數年有望進入黃金髮展期。面對機遇,京東方、深天馬、TCL集團、華夏幸福等多家上市公司瞄準OLED產業鏈的各個環節,紛紛發力,加大投入。
Shanghai Securities News messages, as the industry technology matures, OLED market demand is growing rapidly, the government support is also increasing, the industry is expected to enter the golden period of development in the next few years. Facing the opportunity, BOE, Shenzhen Tianma, TCL Group, CFLD and many other listed companies, aiming at all aspects of OLED industry chain, are putting intensive efforts in it and increasing their investment.
9、中證網消息,郵輪被稱為造船業「皇冠上的明珠」,有人形容它是「技術與藝術」的最佳融合。7月4日,中國船舶工業集團公司與義大利芬坎蒂尼集團在上海正式籤署郵輪造船合資公司協議。此舉標誌著中國製造郵輪項目進入了實質性啟動階段。
China Securities Journal online news, cruise liner is known as the "crown jewel" of the shipbuilding industry and some people describe it as the best integration of "technology and art". On July 4th, China State Shipbuilding Corporation and the Italian Fincantieri Group signed an agreement of a cruise liner shipbuilding joint venture in Shanghai. This marks that the China’s cruise liner manufacturing project has entered a substantive start-up phase.
10、摩根大通認為,全球經濟萎靡不振,貨幣寬鬆空間已經不大,是時候把接力棒交給財政刺激。鑑於政府借貸成本正處於歷史低位,這將部分抵消財政刺激的負面影響。屆時,對政府是否浪費資源的質疑一定會有,但經濟上行值得政府承擔資源錯配的風險。
JPMorgan believes that the global economic malaise leaves little room for monetary easing, it is time to pass the baton to the fiscal stimulus. Given the cost of government borrowing is at historic low, which will partly offset the negative impact of fiscal stimulus. By then, there will definitely be question of whether the governments are wasting the resources, but governments should bear the risk of misallocation of resources for the economic growth.
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