1、央行公布數據顯示,5月末,廣義貨幣(M2)餘額146.17萬億元,同比增長11.8%,比去年同期高1個百分點;社會融資規模存量同比增長12.6%。5月,社會融資規模增量6599億元,比去年同期少5798億元;人民幣貸款增加9855億元,同比多增847億元。
Data released by THE PEOPLE』S BANK OF CHINA showed that by the end of May, the broad money (M2) balance is 146.17 trillion yuan, a year-on-year increase of 11.8%, 1 percentage point higher than the same period of last year; the stock of social financing scale had a year-on-year increase of 12.6%. In May, the increment of social financing scale was 659.9 billion yuan, 579.8 billion yuan less than the same period of last year; the RMB loans increased by 985.5 billion yuan, a year-on-year increase of 84.7 billion yuan more.
2、證監會表示,中國已經是全球第二大經濟體,A股市場的國際影響力正在逐步提升,任何沒有中國A股的國際指數都是不完整的。此次明晟公司延遲納入的決定,不會影響中國資本市場改革開放的進程和市場化、法治化的方向,建設長期穩定健康的資本市場是我們自身的需要。
CHINA SECURITIES REGULATORY COMMISSION (CSRC) said that China is already the world's second largest economy, the international influence of A-share market is gradually improved, any international index without China A-share is incomplete. This time the MSCI decision of delaying the inclusion will not affect China's capital market reform and opening up process and its direction of marketization and legalization, building a long-term stable and healthy capital market is our own needs.
3、興業證券認為,6月市場集中了美聯儲加息、信用風險、定增解禁、英國脫歐等一系列預期風險點,因此A股市場的波動也較為明顯。大多數風險可能只是虛驚一場,可趁悲觀預期釋放時布局。7、8月可能迎來「吃飯」行情,建議從「超級業績+重磅催化」角度把握主題性投資機會。
INDUSTRIAL SECURITIES believes that in June, the market saw the convergence of a series of risk points like the Fed interest rate hike, the credit risk, the ban lifting of private placement, the UK withdrawal from the EU and so on, so the fluctuations in the A-share market is also relatively obvious. Most of the risks may be just false alarms, arrangements can be made taking advantage of the release of pessimistic expectations. In July and August, there may be a rise in the stock market, it is recommended to grasp the thematic investment opportunities from the angle of "super performance + heavy catalyst".
4、央行行長助理殷勇表示,外匯儲備規模受到央行市場操作、資產價格變動、匯率變化和外匯使用等多方面因素影響,結合儲備規模適度性的研究分析,我國目前的外匯儲備規模總體處於適度區間。
Yin Yong, Assistant Governor of THE PEOPLE'S BANK OF CHINA (PBC), said that foreign exchange reserve scale is affected by multi-factors like the PBC market operations, asset price changes, exchange rate changes, the use of foreign exchange and so on, combining the analysis of appropriate scale of reserves, the current size of China's overall foreign exchange reserves is in a moderate region.
5、國研中心金融研究所所長張承惠表示,從中國的現實情況出發,金融監管架構改革不可能一蹴而就,必須分階段推進,短期內不宜對金融監管架構進行大幅度調整。所謂大幅度調整,是指對現有「一行三會」進行撤併重組。
The director of the Research Institute of Finance (RIF) of the Development Research Center of the State Council of the People's Republic of China, Zhang Chenghui, said that, based on the present situation of China, the reform of financial supervision structure can not be achieved overnight, it must be phased-in, large-scope adjustment is not advisable for financial supervision structure reform in the short term. The so-called large-scope adjustment refers to conducting restructure after cut-off and merge on the existing "one bank and three commissions".
6、社科院李揚表示,中央已經形成共識要對債務問題進行統籌管理,未來還將成立一個專門的機構。如果目的是要評估中國發生債務危機的可能性,分析的範圍就不應局限於債務,還應該考慮資產。中國擁有足夠的能力來應對債務風險,發生債務危機應為小概率事件。
Li Yang from Chinese Academy of Social Science (CASS) said that the central consensus has been formed to co-ordinate the management of the debt problem, a specific institution will also be set up in the future. If the objective is to assess the likelihood of a debt crisis in China, the scope of the analysis should not be limited to debts, assets should also be considered. China has sufficient capability to deal with debt risks, debt crisis should be a small probability event.
7、央行盛松成表示,央行已經開始著手對網貸行業的資金來源情況進行統計,資金運用端的統計工作也正在準備和局部開展過程中。待時機成熟後,網貸平臺統計也會引入「白名單」機制,把好的平臺公示出來。
THE PEOPLE』S BANK OF CHINA Sheng Songcheng said PBC has already started on getting statistics of the funding source information on internet loan industry, the statistical work of funds on the using-end is also being prepared to carry out or in process regionally. When the time is right, a "white list" mechanism will be introduced for internet loan platform statistics, and the good platforms will be shown to the public.
8、國務院辦公廳日前印發《關於營造良好市場環境促進有色金屬工業調結構促轉型增效益的指導意見》,提出嚴控新增產能,加快退出過剩產能,適當增加部分有色金屬儲備等措施,還提出將加大財稅支持、加強金融扶持。
General Office of the State Council of the People's Republic of China recently issued the "Guiding Opinions on Creating a Good Environment for Boosting the Structural Adjustment, Transformation Promotion and Efficiency Improvement of the Non-ferrous Metal Industry", and proposed measures including newly added production capacity being strictly controlled, the exit of excess capacity being accelerated, and part of the non-ferrous metal reserves being increased appropriately, and increased taxation support and strengthened financial support were proposed as well.
9、經濟參考報消息,國企改革十項試點中的混合所有制改革試點遴選工作目前仍在進行,今年上半年確定首批試點企業並著手制定試點實施方案,下半年有望正式啟動試點。民資除了直接「參股」國有企業外,以往「門檻」比較高的大型國有項目也有望向非國有資本逐步放開。
ECONOMIC INFORMATION DAILY news, the selecting work of the mixed ownership enterprise pilot, one of the ten pilots of the state-owned enterprise reform, is still ongoing, the first batch of pilot enterprises will be determined and the formulation of the pilot implementation plan will start in the first half of this year, and hopefully, the pilot can be officially launched in the second half of this year. In addition to directly 「holding shares」 of state-owned enterprises, the non-state-owned capital is expected to be gradually involved in the large state-owned projects which previously had higher "threshold".
10、上證報消息,保監會擬在全國範圍內啟動有關網際網路保險領域的風險專項整治,相關通知近日被下發至地方保監局及相關保險公司。知情人士稱,此次專項整治將分摸底排查、查處整改、總結報告三個階段,排查重點鎖定人身險、財產險和非法經營等幾大分領域。
Shanghai Securities News messages, China Insurance Regulatory Commission intends to initiate a special rectification of risks related to the Internet insurance field national wide, and the relevant notice has recently been issued to the local insurance regulatory commissions and related insurance companies. Industry insiders said the special rectification will be divided into three stages, which are diagnostic investigation, investigation rectification and summary reports, and the investigation will focus on several major sections including life insurance, property insurance and illegal business operation.
11、國務院辦公廳發布加快中西部教育發展的指導意見,提出了實現縣域內義務教育均衡發展、大力發展職業教育、加快普及高中階段教育、提升中西部高等教育發展水平、積極發展農村學前教育、推動民族教育加快發展、保障殘疾人受教育權利等七項重點任務。
General Office of the State Council of the People's Republic of China issued the Guidance Opinion on the Acceleration of the Education Development in the Midwest of China, proposing seven major missions which are to achieve balanced development of compulsory education within counties, to vigorously develop vocational education, to speed up the popularization of education on senior high school stage, to improve the level of development of the Midwest higher education, to actively develop the rural pre-school education, to promote the acceleration of the development of ethnic education, and to protect the right of education for the handicapped.
12、一財消息,深圳市政府近期出臺文件,鼓勵企業通過上市、再融資、併購重組等多種方式籌措資金,提高直接融資比重。利用深交所創業板設立的單獨層次,支持深圳尚未盈利的網際網路和高新技術企業上市融資。
China Business Network news, the Shenzhen Municipal Government recently issued a document to encourage enterprises to raise funds and improve the proportion of direct financing through various means like being listed, refinancing, mergers and acquisitions, etc. Using the separate level set for the Growth Enterprise Market (GEM) of the Shenzhen Stock Exchange, the listing and financing of yet profitable internet enterprises and high-tech enterprises in Shenzhen are supported.
13、外管局發布關於改革和規範資本項目結匯管理政策的通知,在全國範圍內實施企業外債資金結匯管理方式改革,統一境內機構資本項目外匯收入意願結匯政策,境內機構資本項目外匯收入意願結匯比例暫定為100%。
State Administration of Foreign Exchange (SAFE) issued a notice on the reform and regulation of capital account settlement management policy, to implement the management mode reform of corporate debt capital settlement nation wide, unify the voluntary settlement policy of domestic institution capital account foreign exchange earnings, the voluntary settlement ratio of domestic institution capital account foreign exchange earnings is tentatively set as 100%.
14、歡迎大家點擊公眾號左下方對話框語音或文字回復"財經早餐",不同的位置,相同的味道!不是所有的早餐都叫財經早餐!
You are welcomed to click the dialog box in the lower left part of the official account and use voice or text to reply 「Femorning」. Different position, same experience! For a truly authentic taste, choose Femorning, the only reliable and genuine financial breakfast.
財經早餐(微信號:Femorning):每天早晨,最新鮮、最全面的財經資訊盡在財經早餐!
親,點擊下方的「閱讀原文」,下載APP就可以收看今日時時財經速遞了!