1、財新網消息,中化集團董事長寧高寧在G20貿易部長會開幕式上表示,貿易至少與金融一樣重要,也是驅動增長的重要動力,不應該只依賴金融政策刺激經濟。同時,貿易問題受到的關注不夠,對貿易的政策支持有限且分裂,希望貿易部長們給出明確的貿易政策。
Caixin.com news, Ning Gaoning, chairman of Board of Sinochem Group, said at the opening ceremony of the 2016 G20 trade ministers meeting that trade is at least as important as finance, and is also an important driving force of growth, the stimulation of economy should not solely rely on monetary policy. At the same time, the attention to trade issues is not enough, the policy support for trade is limited and divided, the trade ministers are expected to give out clear trade policies.
2、中國經營報消息,作為上半年經濟企穩的重要抓手之一,房地產或正在顯出「退燒」跡象。專家認為,隨著房地產銷售端繼續降溫,預計地產投資增速或將進一步下滑。下半年經濟仍面臨下行壓力,穩增長仍需政策進一步加碼,不排除央行降準的可能性。
CHINA BUSINESS JOURNAL news, as an important point of economic stabilization in the first half of the year, the real estate is probably showing "fever going down" signs. Experts believe that with the continuous cooling down on the sales end of the real estate, it is expected that the real estate investment growth may decline further. The economy is still facing downward pressure in the second half of the year, steady growth still needs further policy efforts, the possibility of THE PEOPLE』S BANK OF CHINA conducting RRR cuts can not be ruled out.
3、海通證券姜超認為,美國6月非農雖超預期,但近期美國就業整體依然疲弱。英國脫歐震動全球,或引發連鎖反應,義大利正成為新的風暴眼,年底美國大選可能也是黑天鵝,2016年避險情緒註定升溫。美聯儲年內大概率按兵不動,全球寬鬆延續,黃金、國債仍是資產保值避風港。
Haitong Securities Jiang Chao believes that the US nonfarm payroll employment was higher than expected in June, but the recent overall US employment is still weak. The British leaving Europe caused global shock, it may trigger a chain reaction, Italy is becoming a new eye of the storm, the US presidential election at the end of the year may also be a Black Swan Event, the risk aversion in 2016 is destined to heat up. There is a high probability that the Fed will not make any move within the year, global easing continues, gold and government bonds are still safe havens for asset preservation.
4、中國證券報、上海證券報、證券時報、證券日報7月9日在頭版發文稱,欣泰電氣退市釋放「強監管」常態化信號。中國證券報社評稱,「強監管」有助於護航「健康市」,「欺詐發行退市第一股」的誕生,釋放出資本市場「強監管」法治化、市場化、常態化的信號。
China Securities Journal, Shanghai Securities News, Securities Times and SECURITIES DAILY published front page articles on July 9th, said that the Xintai Electric delisting released "strong supervision" normalized signal. China Securities Journal editorial said that, the "strong supervision" is helpful for escorting a "healthy market", the born of "the first stock to be delisted for fraudulent issuance" released signals of legalization, marketization and normalization on capital market "strong supervision".
5、中證網消息,中國證券金融公司董事長聶慶平9日在中國財富管理50人論壇上表示,2015年股市異常波動原因很多,最主要的責任是加槓桿和降槓桿,所以包括證券、信託、保險、基金等各種財富管理機構必須加強槓桿率和風險管理。
China Securities Journal online news, Nie Qingping, chairman of China Securities Finance Corporation limited (CSF), said on July 9th at the China Wealth Management 50 Forum, there were many reasons for abnormal fluctuations in the stock market in 2015, the most important responsibilities were leverage increase and deleverage, so various wealth management institutions including securities, trust, insurance and funds must strengthen the leverage ratio and the risk management.
6、央行行長助理殷勇認為,長期以來,住房公積金、養老基金的投資政策設計非常保守。住房公積金和養老基金在普通老百姓的財富裡面所佔的比例大大高於富人的比例,如果把一些集體投資的機制用好,對普通老百姓是有益的。
Yin Yong, Assistant Governor of THE PEOPLE』S BANK OF CHINA, believes that for a long time, the investment policy designs of housing provident funds and pension funds are very conservative. Housing provident funds and pension funds take a much bigger proportion for the wealth of the common people than their proportion for the rich, if the mechanisms of collective investment are used well, it will be beneficial for the common people.
7、中國華融集團董事長賴小民9日在中國財富管理50人論壇上披露,今年商業銀行對外出售的不良資產包規模共計2200多億,其中華融承接1500多億,四大資產管理公司是不良資產包承接的主力。
Lai Xiaomin, chairman of China Huarong Group, revealed on July 9th at China Wealth Management 50 Forum, the foreign sales size of non-performing assets of commercial banks was over 220 billion yuan in total, among which 150 billion was undertook by Huarong, the four major asset management companies are the main force undertaking non-performing assets.
8、央行馬駿表示,2016年初到現在,中國已發行綠色債券750億元人民幣,佔全球同期發行總額的33%,已成為全球最大的綠色債券市場。要支持綠色金融的發展,需要藉助金融工具,引導社會資金更多地投向綠色、環保的行業。
Ma Jun from the People's Bank of China stated that, from early 2016 till now, China has issued green bonds of 75 billion yuan, accounting for 33% of the global total issuing amount over the same period, and has become the world's largest green bond market. To support the development of the green finance, financial tools need to be used to guide social capital to invest more in green, environmentally friendly industries.
9、華夏時報消息,隨著網際網路金融整治、資本市場收緊,行業迎來大洗牌,不少P2P平臺紛紛退出。與以往跑路相比,今年清盤停業轉型成為不少平臺的選擇。業內人士預計,未來一段時間內,停業平臺數量或會繼續增加。
China Times news, with the internet financial regulation, capital markets tightened and industry ushering in major reshuffle, many P2P platforms have quit. Compared with the previous running away, liquidation and transformation has become the choice of many platforms this year. Industry insiders predicted that the number of liquidating platforms will probably continue to increase in the next period of time.
10、人民日報海外版消息,近期關於「中國面臨『穩匯率』與『保樓市』兩難」的觀點依舊難以消散。專家認為,這種觀點的問題在於只通過短期、局部現象來推測整個宏觀經濟走勢與對策,而並未考慮到無論是人民幣還是樓市在根本上都取決於中國經濟長期向好的基本面這一事實,因此「兩難之爭」顯然屬於偽命題。
China Daily Overseas Edition news, recently, the point of view that "China faces a dilemma of 'stable currency' and 'protection of the housing market'" is still difficult to dissipate. Experts believe that the problem with this argument is that the whole macroeconomic trends and countermeasures are only inferred through short-term, localized phenomenon, and that it is not taken into consideration that either the RMB or housing market fundamentally depends on the basic fact of China's economy’s long-term positive prospect, so the "dilemma dispute" is clearly a false proposition.
11、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 welcome 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!