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1、中國金融時報消息,MLF操作量超過到期量,顯示央行有意投放中期流動性,有助於穩定市場預期。公開市場操作轉向小額淨回籠對資金面影響不大,且企業繳稅尚未進入高峰期,預計後續央行將靈活運用流動性工具,繼續保持「逆回購+MLF」的組合操作。
China Financial Times news, MLF operation amount exceeds the due amount, showing that the People's Bank of China intends to inject mid-term liquidity, which will be helpful for stabilizing market expectations. The turning from open market operations to the small amount net return has little influence on the fund surface, and the corporate tax has not yet entered the peak period, it is expected that the People's Bank of China will subsequently utilize liquidity facility to remain combined operations of "reverse repurchase + MLF".
2、財政部表示,中央財政積極支持鋼鐵煤炭行業去產能工作,安排1000億元人民幣專項獎補資金支持化解過剩產能,繼續實行鋼鐵出口退稅政策,通過稅收優惠政策等支持鋼鐵、煤炭企業進行收購、合併等,支持鋼鐵、煤炭等行業「走出去」。
Ministry of Finance of the People's Republic of China said the central government funds actively support the de-capacity in iron and steel and coal industry, allocate 100 billion yuan of special award funds to resolve overcapacity, continue to implement the steel export tax rebate policy, support acquisitions and mergers of iron and steel and coal companies through preferential tax policies, support the "going out" of iron and steel and coal industry.
3、發改委、工信部組織實施製造業升級改造重大工程包,聚焦製造業高端化、智能化、綠色化、服務化,組織實施10大重點工程。力爭通過3年努力,規模以上製造業增加值年均增長7%以上,企業技術改造投資年均增長15%左右。
National Development and Reform Commission and Ministry of Industry and Information Technology of the People's Republic of China organize to implement the major project package of manufacturing upgrade, focus on pushing manufacturing towards high-end, intelligent, green and service-oriented, organize the implementation of 10 key projects. Through three years of hard work, the above-scale manufacturing added value has an average annual growth of more than 7%, the investment in technological upgrading of enterprises has an average annual growth of about 15%.
4、海通證券荀玉根表示,政策重心已回到供給側改革,需跟蹤實施過程中對經濟和金融的衝擊,尤其是低等級信用債步入到期高峰期。會買的是徒弟,會賣的是師傅,會空倉的才是大師。弱市中有操作價值的機會稀缺,學習鱷魚,耐得住、等得起。
Haitong Securities Xun Yugen said that the policy focus has returned to the supply-side reforms, the tracking on the impact on the economy and finance during the implementation is necessary, especially when the low-grade credit bond debt goes into the maturity peak period. One who is good at buying is just an apprentice, one who is good at selling is the master, one who is good at short selling is the grand master. In weak market, the opportunity that has operational value is scarce, learn from the crocodiles to be able to endure and wait.
5、民生證券表示,當前市場走勢以震蕩為主,後續主要受4月份多項經濟數據回落、穩增長提振經濟復甦的力度趨弱、供給側改革預期可能逐漸升溫等因素影響。市場預期邊際惡化,預期回歸之時就是階段性底部。
Minsheng Securities said that the current market trend is mainly in fluctuation, the follow-up trend is mainly affected by a number of factors like the fall back of multiple economic data in April, the weakening efforts of steady growth to boost economic recovery and the possible warming-up of supply-side reform expectation. Market expectations appear a marginal deterioration, the return of expectation will show the stage bottom.
6、證券時報消息,證監會將推進分行業信息披露體系建設,完善上市公司股權質押信息披露規則,鼓勵公司自願性、差異化的信息披露,嚴厲查處信息披露不真實、「忽悠式」重組、不履行承諾及財務欺詐等違法違規行為。
Securities Times messages, China Securities Regulatory Commission will promote the construction of the sub-sector information disclosure system, improve the disclosure rules of listed companies』 shares pledge information, encourage companies to disclose information voluntarily and differentially, severely crack down on illegal activities including false information disclosure, "Fudge style" reorganization, dishonoring commitments and financial fraud.
7、新華社消息,今年前4月,二線城市土地出讓金突破1100億元,佔全國土地總成交額的7成,同比上升280%;二線城市的成交樓面均價同比暴漲180%。翻閱年報發現,本輪拿到「地王」的房企,幾乎都是不惜透支半年以上甚至負債纍纍去豪賭房地產的「明天」。
Xinhua News Agency messages, in the first 4 months this year, land transfer fees in second-tier cities exceeded 110 billion yuan, accounting for 70% of the total land turnover, an year-to-year increase of 280%; the average floor price in second-tier cities had a huge year-to-year increase of 180%. From the annual reports, it can be found that almost all real estate enterprises which bought the 「top-priced land」 made overdrafts of more than six months or even indebted themselves gambling on the 「future」 of real estate.
8、中證網消息,5月18日,37家房企競拍上海浦東周浦鎮的一塊住宅土地,創下上海有史以來最高的參拍家數記錄。最終,這幅地塊被保利地產以54.5億元的價格奪得,溢價率達296%,樓板價43607元/平。扣除保障房與自持面積後,實際可售面積樓板價約55000元/平。
China Securities Journal news, May 18th, 37 real estate enterprises competed in an auction of a piece of residential land in Zhoupu Town, Pudong New District, Shanghai, making it the record of the most bidders ever in a land auction in Shanghai. Finally, this piece of land was sold to Poly Real Estate at a price of 5.45 billion yuan with a premium rate of 296% and a floor price of 43,607 yuan/m2. After deducting the security housing and self-sustaining area, the floor price for the actual salable area is about 55,000 yuan/m2.
9、經濟參考報消息,在各地出臺的推進價格機制改革的各種舉措中,加重環保成本,提速環保價改,成為重頭戲之一。專家表示,針對環保打出的「組合拳」,成為此輪地方版價改方案中的一大亮點。
Economic Information Daily news, among various measures published by different local areas to promote the reform of price mechanism, increasing environmental costs and speeding up environmental price reform have become one of the emphasis. Experts said that the "combination punches" focusing on environment protection has become a highlight in local versions of the price mechanism reform in the current round .
10、發改委發布關於印發2016年停車場建設工作要點的通知,要求切實抓好停車場建設有關工作任務分解落實。會同有關部門抓緊開展停車場專項規劃編制工作,或對既有規划進行必要的修編,爭取2016年內完成。北京、上海等6個城市要率先於2016年上半年出臺。
National Development and Reform Commission issued a notice on the emphasis on the construction of parking lots of 2016, requiring the task related to parking lot construction to be broken down and carried out practically. The editing of special regulations for parking lots or necessary revising of existing regulations must be carried out with relevant departments as soon as possible within 2016. Beijing, Shanghai and six other cities must publish theirs first in the first half of 2016.
11、衛計委、發改委等六部委印發《關於加強兒童醫療衛生服務改革與發展的意見》,鼓勵社會力量舉辦兒童專科醫療機構。引導和鼓勵社會力量舉辦兒童醫院、兒科診所,形成多元辦醫格局,滿足多樣化兒童醫療衛生服務需求。
Six ministry commissions including National Health and Family Planning Commission and National Development and Reform Commission of the People's Republic of China issued "Opinions on Strengthening the Reform of Children’s Medical and Health Services", encouraging specialist medical institutions to be established with social support. Social support is to be guided and encouraged to establish children's hospital and pediatric clinics, and form a multi-run medical pattern to meet the diverse needs of children's health services.
12、國防科工局表示,要抓緊編制完成《國防科技工業軍民融合深度發展「十三五」規劃》,抓緊推進《原子能法》、《航天法》等國防科技工業領域相關法律立法。要抓好重大工程和重大項目,組織實施好探月工程、高分專項、空間基礎設施等重大專項。
State Administration of Science, Technology and Industry stated that the editing of "The Plan of Deep Development of Military-Civilian Integration in Defense Science, Technology and Industry during the Thirteenth Five-Year Plan" will be carried out in time. The legislation of laws relevant to defense science, technology and industry including "Atomic Energy Law" and 「Space Law」 must be pushed forward. Major engineering programs and projects must be carried out well and major special projects including lunar exploration, polymer materials and engineering project and space infrastructure must be organized and conducted well.
13、中證網消息,我國目前正在制訂《衛星導航條例》,已列入國家立法計劃,該條例將規範我國衛星導航領域相關活動,確立北鬥系統作為國家空間信息基礎設施的法律地位,推動北鬥系統在國家各領域應用,有力促進北鬥產業健康快速發展。
China Securities Journal news, China is currently drawing up the "Satellite Navigation Regulations" that will regulate relevant actions in the satellite navigation field in China, establishing the legislative status of BeiDou Navigation Satellite System as the national space information infrastructure, improving the application of the Beidou System in various fields nationally, and strongly promoting a healthy and rapid development of the BeiDou industry.
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