親愛的觀眾朋友大家好,今天是2016年3月13日,星期日,歡迎大家收聽今天的財經早餐。
Hello, ladies and gentlemen! Today is SundayMarch 13th, 2016. Welcome to today's Femorning.
1、1-2月,全國規模以上工業增加值同比實際增長5.4%,增速較2015年12月份回落0.5個百分點,且為2009年3月以來新低。統計局解讀稱,外需低迷,出口降幅擴大;部分高耗能行業和傳統行業生產增速回落;菸草行業生產大幅下降等因素導致此次增速回落。
The added value of the national scaleindustry is up 5.4% on the real year-on-year growth in the previous two months.The growth rate fell 0.5 percentage points compared to that of December 2015, hittinga new low since March 2009. Interpretation from the Statistics department, thedownturn in external demand, the fall of exports accelerates; the growth rateof some high energy-consuming and traditional industries production drops; the substantialdecline in the production of the tobacco industry and other factors have led tothe slowdown of growth.
2、央行行長周小川表示,要特別關注CPI和PPI的數據,會引起對利率政策調整的考慮。如果國際國內沒有大的經濟金融風波事件,會保持穩健的貨幣政策,沒有必要採用過度的貨幣政策刺激經濟。「很多資金沒有進入實體經濟」的這一判斷是有問題的,社會融資總規模增長率並不低。
The central bank governor ZhouXiaochuan said, we need to pay particular attention to the CPI and PPI data whichwill bring out a consideration towards interest rate policy adjustment. Ifthere are no major international and domestic economic and financial crisisevents, we will maintain a steady monetary policy. There is no need to useexcessive monetary policy to stimulate the economy. "A lot of funds arenot in the real economy" , the judgment is problematic, the growth rate ofthe total size of social financing is not low.
3、1-2月,全國固定資產投資(不含農戶)3.8萬億元,同比名義增長10.2%,20個月來首次提升;全國房地產開發投資9052億元,同比名義增長3%,時隔兩年首次回升;商品房銷售面積同比增長28.2%;商品房銷售額同比增長43.6%。
The national investment in fixed assets(excluding rural households) is 3.8 trillion yuan in the previous two months,up 10.2% year on year, the first increase in 20 months; the national realestate development and investment is at 905.2 billion yuan, up by 3% year onyear, the first rebound after two years; the sale area of commercial housing rises28.2% year on year; commercial housing sales rise 43.6% year on year.
4、央行副行長潘功勝稱,全國7.2億平米庫存房屋中,70%在三四線城市,因此央行信貸政策必須跟房地產形勢匹配,主基調就是因地施策,北上廣等一線限購城市房貸執行原有政策;房產中介等沒有取得相應資質,從事金融業務是違法行為,並將清理整頓。
The Central bank deputy governor PanGongsheng said, among the national 720 million square meters of housing stock,70% of it is in third-tier and four-tier cities, so central bank creditpolicies must match with the real estate situation. The main tone is toimplement policies according to circumstances. The original policy will becarried out for mortgages in Beijing, Shanghai and Guangzhou and other first-tiercities with purchasing restrictions; real estate agents have not obtained theappropriate qualifications. It is illegal to engage in financial services andwill be reorganized.
5、中國經營報消息,深圳、上海房地產價格的快速上漲以及北京房地產市場的急速升溫,正在引起決策層的高度重視和警惕。住建部按照日為單位,對全國主要城市的房地產市場成交、價格情況進行嚴格監控,地方政府須每日向住建部報送房地產市場成交、價格等情況。
China Business News, Shenzhen, the rapidrise of real estate prices in Shenzhen and Shanghai and the rapid warming of theBeijing real estate markets are drawing great attention and vigilance from decisionmakers. The Ministry of Housing and Urban-Rural Development (MHURD) hasimplemented strict monitoring on turnover and the price of real estate marketsin the nation's major cities following the units by days. Local governmentsmust submit daily situations of turnover and prices of real estate markets tothe MHURD.
6、截至本周五收盤,滬深股市流通市值報32.91萬億元,一周減少1.88%。兩市股票平均價格為9.49元,一周下跌1.86%;滬市擁有上市公司1087家,平均市盈率為14.17倍。深市擁有上市公司1755家,平均市盈率為38.33倍。
The capitalization market value of Shanghaiand Shenzhen stock market was reported to be at 32.91 trillion yuan by theclosing on Friday, reducing by 1.88% in a week. The average price of the shenzhenand shanghai stock markets was 9.49 yuan, down 1.86% in a week; the ShanghaiStock Exchange possessed 1087 listed companies, the average P/E ratio was14.17. The Shenzhen Stock Exchange has 1755 listed companies, the average P/Eratio was of 38.33.
7、證監會主席劉士餘稱,深感責任重大,奉行少說多做,但該說還要說。此前在香港團說的是,作為證監會主席,不該建議大家買股票,更不該建議大家賣股票。
The Chairman of China SecuritiesRegulatory Commission Liu Shiyu said, I am fully aware ofmy important responsibilities, and should talk less and do more, but willnever hesitate to express when it is needed. Previously said in the Hong Kong delegation,as Chairman of China Securities Regulatory Commission, I should not suggest youto buy stocks, and not suggest for you to sell them.
8、央行行長周小川表示,債券市場發展空間很大,以前中國發展依賴銀行貸款,未來將更多依賴通過債券、股票市場進行融資。從中期看,熊貓債和點心債都有相當不錯的發展空間。
The central bank governor ZhouXiaochuan said, the development space is quite large for the bond market. Chinadevelopment used to rely on bank loans. It will rely more on financing through bondsand the stock market in the future. In the medium run, Panda bonds and dim sumbonds have good space for development.
9、銀監會主席尚福林稱,十三五期間,銀行業面臨許多挑戰、許多機會,將在風險可控條件下實現轉型升級。將提高銀行業促進服務實體經濟的質量和效益,繼續推進政策落實,如投貸聯動試點、民營銀行、創新金融產品等。開展不良資產證券化、不良資產轉讓試點。
The Chairman of the China BankingRegulatory Commission Shang Fulin said, during the period of the thirteenth five-yearplan, Banking faces many challenges and opportunities, and tries to achieve thetransformation and upgradation under the condition of controllable risk.Banking services will be enhanced to promote the quality and efficiency of thereal economy, to promote the implementation of the policy continuously, such asthe pilot of joint investment and loans, private banking, innovative financialproducts and others, and to Carry out the securitization of non-performingassets (NPA) and transfer pilot of NPAs.
10、國資委主任肖亞慶稱,央企要在供給側結構性改革中主動作為,創新發展一批、重組整合一批、清理退出一批。對於戰略性新興產業,如高鐵、核電、新能源、新材料、智能電網等要加大力度。
The Director of the State-owned AssetsSupervision and Administration Commission Xiao Yaqing, said that centralenterprises will take the initiative in the supply-side structural reforms toinnovate and develop a batch, restructure and integrate a batch, clean andretreat a batch. For strategic and emerging industries, it needs to intensifyon high-speed rail, nuclear power, new energy, new materials, smart grids andothers.
11、經濟觀察報消息,據接近財政部的人士透露,住房按揭貸款利息納入個稅抵扣,可能不會率先啟動,改革可能會將子女教育和職業教育首先納入抵扣,未來還將包括家庭贍養老人費用、房租等。但個稅的費用扣除額標準,即通常所說的「起徵點」,基本上不會再提高了。
The Economic Observer reported,according to sources close to the Ministry of Finance it was revealed that the housingmortgage interest included in personal income tax is deductible. It may not bethe first one to start. The reform might include child education and vocationaleducation first to be deducted. It will also include the costs and rent of familysupport for the elderly and so on in the future. The cost of the standard taxdeduction, known as the "threshold", will not be increased.
12、在過去一周內,大宗商品市場成為國內資本市場焦點,尤其是鐵礦石期貨先後出現兩次漲停板收盤,螺紋鋼、熱軋卷板等也出現一次漲停收盤。截至本周末收盤,鐵礦石期貨已連續8周上漲,漲幅達到40%;螺紋鋼期貨連續6周上漲,漲幅接近14%;熱軋卷板期貨也是連續6周上漲,漲幅達16%。
In the past week, the commodity markethas become the focus of domestic capital markets. The iron ore futures haveappeared twice in the daily limit of closing. The screw-thread steel,hot-rolled coil and others have also once had the daily limit of closing. Bythis weekend’s closing, the iron ore futures have been rising for 8 weeks in arow, a rise of up to 40%; the screw-thread steel futures have risen 6 weekssuccessively, a rise of nearly 14%; the hot-rolled coil futures have also risenfor 6 weeks, an increase of 16%.
13、12日,人機圍棋大戰第三局,谷歌人工智慧AlphaGo再次擊敗李世石九段,取得3:0領先,接下來還有2場比賽,分別在13日、15日進行。
The third man versus machine war,Google AI AlphaGo defeats Lee Shishi Kudan again, taking the lead at 3: 0. Therewill be two more games, which will be held on 13th and 15threspectively.
14、歡迎大家點擊公眾號左下方菜單"財經早餐"或者語音回復"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 「Femorning」in the lower left part of the official account or use voice 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」,就可以下載最新版本的財經早餐App了!