1、統計局公布數據顯示,上半年,國內生產總值340637億元,同比增長6.7%。1-6月,全國固定資產投資(不含農戶)258360億元,同比名義增長9%;全國房地產開發投資46631億元,同比名義增長6.1%。6月,社會消費品零售總額26857億元,同比名義增長10.6%;規模以上工業增加值同比實際增長6.2%。
National Bureau of Statistics of the People's Republic of China (NBS) data shows that in the first half of the year, the GDP was 34.0637 trillion yuan, a year-on-year increase of 6.7%. From January to June, the national investment in fixed assets (excluding farmers) was 25.836 trillion yuan, a year-on-year nominal increase of 9%; the national investment in real estate development was 4.6631 trillion yuan, a year-on-year nominal increase of 6.1%. In June, the total retail sales of social consumer goods was 2.6857 trillion yuan, a year-on-year nominal increase of 10.6%; the value-added of industry above designated size had a year-on-year real growth of 6.2%.
2、澳新銀行認為,好於預期的GDP數據顯示中國政府不太可能實施大規模的刺激政策,未來中國當局料會維持寬鬆的貨幣條件,同時可能會加快基建項目來穩增長。下半年的經濟下行風險仍需警惕,英國退歐預期對出口有負面影響,另外近期的澇災也會拖累經濟活動。
ANZ Bank believes that the better-than-expected GDP data showed that Chinese government is unlikely to impose massive stimulus policies, Chinese authorities will be expected to maintain an accommodative monetary condition in the future, and is likely to accelerate infrastructure projects to steady growth. The risks of economic downturn in the second half of the year still needs to be alerted, the British off-Europe is expected to have a negative impact on exports, in addition, the recent water-logging disaster will also be a drag on economic activities.
3、央行公布數據顯示,6月末,廣義貨幣(M2)餘額149.05萬億元,同比增長11.8%,增速與上月末和去年同期持平;社會融資規模存量同比增長12.3%。6月,社會融資規模增量1.63萬億元,比去年同期少2091億元;人民幣貸款增加1.38萬億元,同比多增1044億元。
THE PEOPLE』S BANK OF CHINA released data which shows that by the end of June, Broad money (M2) balance was 149.05 trillion yuan, a year-on-year increase of 11.8%, the growth rate was flat with the previous month and the same period of last year; the stock of social financing scale had a year-on-year increase of 12.3%. In June, the increment of social financing scale was 1.63 trillion yuan, 209.1 billion yuan less than the same period of last year; the RMB loans increased by 1.38 trillion yuan, a year-on-year increase of 104.4 billion yuan more.
4、海通證券姜超認為,二季度經濟高開低走,投資中製造業投資和民間投資受產能過剩和前期盈利低迷影響首現負增長,地產需求見頂回落預示地產投資難有起色,僅靠基建勉力支撐。工業生產雖短期企穩,但受需求走弱影響,三季度經濟下行壓力仍大,考驗央行穩健貨幣政策決心。
HAITONG SECURITIES Jiang Chao believes that the second quarter economy started high and then went low, for investment aspect, affected by overcapacity and previous earnings downturn, the manufacturing investment and private investment had negative growth for the first time, the falling in real estate demand after reaching the peak indicates that it is hard for the real estate investment to have improvement, the economy is only supported by the infrastructure with difficulty. Although industrial production is stabilizing in short-term, the third quarter economic downward pressure is still largely affected by the weakening demand, the determination for THE PEOPLE』S BANK OF CHINA to conduct a prudent monetary policy is tested.
5、統計局公布數據顯示,1-6月,民間固定資產投資158797億元,同比名義增長2.8%,增速比1-5月份回落1.1個百分點,連續6個月下滑,與去年全年10.1%的增速相比,目前的增速尚不及當時的三分之一。發改委此前表示,將會同有關方面,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。
National Bureau of Statistics of the People's Republic of China (NBS) data showed that from January to June, the private investment in fixed assets was 15.8797 trillion yuan, a year-on-year nominal increase of 2.8%, the growth rate declined 1.1 percentage points compared with that of January to May, the decline continued for sixth consecutive months, compared with the 10.1% growth of the last whole year, the current growth rate is not as much as one third of that time. The National Development and Reform Commission (NDRC) said earlier, they will work with relevant parties to organize and carry out key supervision on provinces, autonomous regions and municipalities that have a large volume of private investments, a relatively fast decline of year-on-year growth and recently lagged growth in private investments.
6、財政部發布數據顯示,6月,全國一般公共預算收入15634億元,同比增長1.7%;全國一般公共預算支出22637億元,同比增長19.9%。1-6月,全國一般公共預算收入同比增長7.1%;全國一般公共預算支出同比增長15.1%。
The Ministry of Finance of the People's Republic of China released data showing that in June, the national general public budget revenue was 1.5634 trillion yuan, a year-on-year increase of 1.7%; the national general public budget expenditures were 2.2637 trillion yuan, a year-on-year increase of 19.9%. From January to June, the national general public budget revenue grew 7.1% year-on-year; the national general public budget expenditure grew 15.1% year-on-year.
7、銀監會表示,截至6月末,銀行業資產總額212.31萬億元,同比增長15.6%;商業銀行不良貸款率1.81%;撥備覆蓋率保持在161.3%的較高水平。將擴大不良資產證券化試點機構範圍,並繼續穩妥開展P2P網絡借貸風險專項整治工作。
CHINA BANKING REGULATORY COMMISSION stated that by the end of June, the total assets of banking industry were 212.31 trillion yuan, a year-on-year increase of 15.6%; the commercial bank non-performing loan ratio was 1.81%; the provision coverage ratio was maintained at a high level of 161.3%. The pilot institution scope of non-performing asset securitization will be expanded, and P2P internet loaning risk special rectification work will be continued steadily .
8、6月,央行口徑外匯佔款減少977億元,至23.63萬億元,連續第8個月下降。央行盛松成稱,6月下旬以來,國際金融市場出現較大波動,全球避險情緒上升。為穩定市場預期,減輕國際金融市場動蕩對我國外匯市場的短暫衝擊,人民銀行向市場提供了少量的外匯流動性,由此引起央行外匯佔款相應減少。
In June, THE PEOPLE』S BANK OF CHINA (PBC) funds outstanding for foreign exchange was 23.63 trillion yuan, reduced 97.7 billion yuan, it was the eighth consecutive month of decline. THE PEOPLE』S BANK OF CHINA Sheng Songcheng said that since late June, there has been greater volatility in international financial markets, the global risk aversion emotion rose. To stabilize market expectations and ease the short-term impact on the foreign exchange market from the international financial market turmoil , PBC provided the market with a small amount of foreign exchange liquidity, thereby causing a corresponding reduction in PBC funds outstanding for foreign exchange.
9、中國交通新聞網消息,交通部部長楊傳堂近日主持召開部務會。會議強調,要堅持五大發展理念,突破制約融合的體制性障礙、結構性矛盾、政策性問題,努力推動交通運輸軍民融合發展,促進經濟建設和國防建設協調發展、平衡發展、兼容發展。
China Transport News online messages, Yang Chuantang, the Minister of the Ministry of Transport of the People's Republic of China, recently presided over the ministerial affairs meeting. The meeting emphasized that the Ministry will adhere to the five development concepts, break through the institutional barriers, structural contradiction and political problems for fusion, try to promote military-civilian integrated transportation development, and improve the coordinated development, balanced development and compatible development of both economic construction and national defense construction.
10、證監會日前發布了《證券期貨經營機構私募資產管理業務運作管理暫行規定》。《規定》明確對結構化產品等依照「新老劃斷」原則進行過渡安排,相關存續產品在合同到期前不得提高槓桿倍數、不得新增優先級份額淨申購規模,到期後予以清盤,不得續期。
CHINA SECURITIES REGULATORY COMMISSION recently issued the "Interim Provisions on Operating Private Equity Asset Management Business for Securities and Futures Institutions." The "Provisions" clarifies the transitional arrangements for structured products in accordance with the principles of "the cut between new products and old products,」 the relevant existing products cannot increase leverage multiples and cannot add net purchase scale of priority shares before the expiration of the contract, the relevant existing products should wind up after the expiration of the contract and should not be renewed.
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