1、中證報消息,上半年宏觀經濟運行數據將於近期公布。部分機構表示,預計第二季度經濟增速與第一季度基本持平,上半年GDP增速為6.7%左右。業內人士稱,穩增長仍是下半年的主基調。經濟將在投資、供給側結構性改革、國企改革以及「雙創」四大領域發力。
China Securities Journal reported, the macroeconomic data of the first half of the year will be released shortly. Some institutions said that the second-quarter economic growth is expected to be essentially flat with the first quarter, the GDP growth of the first half of the year was about 6.7%. Industry sources said that steady growth is still the main tone of the second half of the year. The economy will focus on the four major fields of investment, supply-side structural reforms, the reform of state-owned enterprises and "entrepreneurship and innovation (the public entrepreneurship and the multitude innovation)".
2、國務院辦公廳日前下發《關於進一步做好民間投資有關工作的通知》,提出八大措施。通知要求,發改委將會同有關部門成立督導組,從7月中旬起,對民間投資體量大、同比增速下降較快和近期民間投資增速滯後的省(區、市)組織開展重點督導。
General Office of the State Council of the People's Republic of China recently issued the "Notification on further improving the work of private investment," which proposed eight measures. According to the notification requirements, a steering group will be established by the National Development and Reform Commission (NDRC) in conjunction with relevant departments, and, from mid-July onwards, it will carry out key supervision on provinces (autonomous regions and municipalities) that have large body of private investments, rapid year on year decline of growth and recently lagged growth in private investments.
3、21世紀經濟報導消息,針對證監會啟動的IPO專項核查行動,已有券商開始內部自查。深圳某家大型券商投行人士稱,其公司已經開始內部自查了。主要檢查指標是2015年淨利潤低於3000萬的,以及排隊時間較長的。檢查IPO到底有無造假情況。
21st Century Business Herald news, for the IPO special verification action started by the CHINA SECURITIES REGULATORY COMMISSION (CSRC), some brokerages already started internal self-examination. A investment banker from a large brokerage in Shenzhen said that their company has already begun the internal self-examination. The main examination indicator is companies with less than 30 million net profit in 2015, as well as companies with longer queuing time. The verification is about whether there are IPO fraud cases.
4、國泰君安喬永遠認為,過去兩周的路演交流中,樂觀派投資者明顯增加,相對收益投資者和絕對收益投資人的倉位都已經進入到高水位區域。在微觀籌碼結構改善前,高倉位下市場存量博弈仍然是個消耗戰。
GUOTAI JUNAN SECURITIES Qiao Yongyuan believes that, in the past two weeks roadshow exchanges, optimists investors significantly increased, both the implementation return and absolute return investors』 positions reached high levels. Before microscopic chip structure is improved, the market stock game-playing at a high position will still be a war of attrition.
5、安信證券徐彪認為,相較其它幾類剛剛炒過的資產而言,股票又來到了相對低的位置,疊加三季度全年最有利的市場環境,股票將成為這一段時間大量資金的主攻方向。但需要警惕,今年三季度股票的吃飯行情也只是反彈,不是趨勢。
Xu Biao from Essence Securities believes that, compared with other types of assets just being speculated, the stock market went to a relatively low position, adding the third quarter’s most favorable market environment in the whole year, the stock market will become the main target for a lot of funds in this period of time. But one should be cautious, because in the third quarter of this year, the good situation of the stock market will just be a rebound, not a trend.
6、上證網消息,近期,資本市場對於深港通的預期越發強烈。儘管深港通具體「發車」時間還有待確定,但業內對於深港通的模式、門檻、額度等均有所預計。在香港、深圳和上海市場一體化的大趨勢下,A股市場的國際化步伐正在顯著加快。
Sse.com.cn news, recently, expectations from capital market for the Shenzhen-Hong Kong Stock Connect is becoming more and more intense. Although the specific "departure" time of Shenzhen-Hong Kong Stock Connect is yet to be determined, the industry has certain predictions about the Shenzhen-Hong Kong Stock Connect’s mode, threshold, volume and so on. In the main trend of Hong Kong, Shenzhen and Shanghai market integration, the pace of an international A-share market is significantly accelerated.
7、經濟參考報從權威渠道獲悉,生物醫藥「十三五」規劃已基本制定完成,將在今年下半年正式出臺。根據規劃,「十三五」期間我國生物醫藥產業將重點發展重大疾病化學藥物、生物技術藥物等多個創新藥物品類,同時發展生物3D列印技術等重大醫療技術。
The ECONOMIC INFORMATION DAILY learned from authoritative sources, the "Thirteenth Five-Year Plan" for bio-medicine industry has been basically finalized and will be formally introduced in the second half of this year. According to the plan, in the "Thirteenth Five-Year Plan" period, China's bio-pharmaceutical industry will focus on the development of a number of innovative medicine categories including chemical medicines for critical diseases, biotech drugs, etc., at the same time, will develop the bio 3D printing technology and other major medical technology.
8、發改委、交通部、住建部、國土資源部聯合發布關於加強幹線公路與城市道路有效銜接的指導意見。意見要求,完善進出城道路網絡布局,儘快緩解瓶頸路段擁堵,加快升級改造重要擁堵節點,增設幹線公路進出城出入口,優化調整客貨運樞紐布局等。
The National Development and Reform Commission, the Ministry of Transport of the People's Republic of China, the Ministry of Housing and Urban-Rural Development of the People's Republic of China and the Ministry of Land and Resources of the People's Republic of China jointly issued the guiding opinions on the strengthening of the effective convergence between primary highways and urban roads. The opinions require to improve the layout of the road network out of the city, to ease congestion bottleneck road sections as soon as possible, to speed up the upgrading of nodes with serious congestion problems, to increase additional main highway entrances and exits to cities, to optimally adjust passenger and cargo hub layout, and so on.
9、新浪科技消息,百度7月4日宣布,旗下百度文學業務引入完美世界集團的戰略投資,雙方將以文學為連接點,在文學業務、版權業務、影遊投資開發、影遊產業鏈聯動等方面展開深度合作。但具體金額未公布。
Sina Technology news, on July 4th, Baidu announced that Baidu Literature under Baidu introduced a strategic investment from the Perfect World Group, the two sides will use literature as the connection point and carry out cooperation in depth in the literature business, the copyright business, the investment and development of movies and video games, the interaction between movie and video game industries, etc. But the specific amount of the investment was not disclosed.
10、7月4日,國內商品期貨市場幾乎全線上漲,近11個品種主力合約盤中漲停。截至下午收盤,仍有6個品種封於漲停板。全面跟蹤國內商品走勢的文華商品指數上漲2.4%至132.29點,創近一年新高。
On July 4th, the domestic commodity futures market rose almost across the board, nearly 11 varieties of the main contract hit intraday limit. As at the closing, there are six varieties sealing at the daily limit. Wenhua CCI that comprehensively tracks domestic commodity movements rose 2.4 percent to 132.29 points, setting a new high for the last year.
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