1、经济参考报消息,国家正在加快布局推进深化国企改革,下一步国资委将选
择3-5家企业开展国有资本投资公司试点。另外,地方国资证券化步伐也正在加
快。目前已有20个省市出台国有资产证券化率的目标一般都在50%以上。专家
初步估计,未来几年内将有30万亿的国有资产进入股市。
ECONOMIC INFORMATION DAILY news, China is accelerating the layout
and the promotion of deepening the reform of state-owned enterprises, for the
next step, the State-owned Assets Supervision and Administration
Commission of the State Council will select 3 to 5 enterprises to carry out
state-owned capital investment company pilot. In addition, the pace of local
state-owned asset securitization is accelerating. At present, 20 provinces
introduced state-owned asset securitization rate targets and they are generally
above 50%. It is a preliminary estimate by experts that in the next few years,
there will be 30 trillion yuan of state-owned assets entering the stock market.
2、统计局公布数据显示,6月,CPI同比上涨1.9%;上半年,CPI同比上涨2.1%。
6月,PPI同比下降2.6%;上半年,PPI同比下降3.9%。汇丰屈宏斌点评称,
菜价回落,猪价涨幅趋缓,食品通胀继续放缓。尽管大宗商品价格继续改善,但
内需尚未完全恢复下工业价格难有明显起色。通缩阴影仍在,当务之急应采取一
篮子政策调控稳信心。
National Bureau of Statistics of the People's Republic of China (NBS) data
shows that in June, CPI rose 1.9% year-on-year; in the first half of the year,
CPI rose 2.1% year-on-year. In June, PPI fell 2.6% year-on-year; in the first
half of the year, PPI fell 3.9% year-on-year. HSBC Qu Hongbin commented,
the vegetable prices fell, the growth of pork prices is slowing down, the food
inflation continues to slow. The bulk commodity prices continue to improve, but
since the domestic demand has not yet fully recovered, the industrial prices
are difficult to have obvious improvement. Deflation shadow still exists, it is
imperative to take a basket of policies to adjust and stabilize the confidence.
3、民生证券认为,三季度成为政策宽松窗口期。预计三季度CPI同比在四个季
度中可能最低,四季度在猪肉、油价的低基数下有所回升。另外,受退欧事件影
响,美联储9月加息概率不大,甚至年内可能都不加息,人民币贬值预期平稳。
随着三季度经济数据走弱以及年中政治局会议的召开,政策宽松力度将边际增强。
Minsheng Securities believes that the third quarter becomes the window
period of the policy easing. It is expected that the third quarter year-on-year
CPI may be the lowest in the four quarters, the fourth quarter CPI will rebound
at a low base of pork prices and oil prices. In addition, affected by the
off-Europe event, the possibility of the Fed interest rate hike in September is
not high, it even may not happen within this year, the RMB devaluation
expectation is steady. With the weak trend of the third quarter economic data
and the mid-year meeting of the Political Bureau of the Communist Party of
China, policy easing efforts will marginally enhance.
4、新华社消息,站在年中节点观察,复苏疲弱风险凸显,应是当下世界经济的
最主要特点。对遭遇“黑天鹅”事件的世界经济而言,一个增长稳定、结构优化、
民生托底的中国经济对全球意义更加重大。目前中国经济增长依然平稳,这让政
策制定者有更多时间来专注于推进供给侧结构性改革。
Xinhua News Agency messages, observed at the midyear node, highlighting
the risk of weak recovery should be the main features of the current world
economy. To the world economy that encountered the "black swan" event, a
Chinese economy with stable growth, structural optimization and the
foundation of people’s livelihood is more important to the globe. At present,
China's economic growth is still steady, which makes policy-makers have more
time to focus on promoting supply-side structural reforms.
5、欧洲央行最新研究报告认为,欧元区2014-2015年实际产出比潜在生产力
水平低6%,这比之前预估的2%-3%高出逾一倍,这一发现可能意味着,在各
种经济政策中,旨在提高整体需求的政策包括财政和货币政策应扮演更重要的角
色。
The latest research report of the European Central Bank suggests that actual
output in the euro area was 6% which is lower than potential productivity level
in 2014 and 2015, which is more than twice the previous estimate of 2% to 3%,
this finding may imply that, in the economic policy mix, policies aimed at
stimulating over-all demand including fiscal policies and monetary policies
should play more important roles.
6、据中国信息化百人会与德勤联合发布的报告显示,中国目前仍是最具竞争力
的制造业国家。但由于中国在人才、创新、能源政策、基础设施、法律环境方面
表现皆不及美国,预计到2020年中国的位置或将由美国取代。
According to a report jointly published by CHINA INFO 100 and Deloitte
showed that China is still the most competitive manufacturing nation. However,
because China's performance in the talent, innovation, energy policy,
infrastructure, legal and environmental aspects are lower than the United
States, China's position may be replaced by the United States by 2020.
7、 商务部部长高虎城表示,G20贸易部长会议建立了G20贸易投资机制。同
时,G20成员同意降低贸易成本,增加政策协作,扩大融资及促进电子商务发
展,寻求在今年内签署贸易便利化协议。G20成员通过了贸易增长战略以扭转
贸易增速放缓的局势,同意避免保护主义的出现。
Minister Gao Hucheng of Ministry of Commerce of the People's Republic of
China said, 2016 G20 trade ministers meeting established G20 trade and
investment mechanisms. Meanwhile, G20 members agreed to reduce trade
costs, increase policy coordination, expand financing and promote
e-commerce development, seeking to sign trade facilitation agreement within
this year. G20 members adopted the trade growth strategy to reverse the
situation of a slowing down trade growth, and agreed to avoid the appearance
of protectionism.
8、人民日报消息,去年以来,中国资本开始在海外足球市场“开疆拓土”。据不
完全统计,迄今已经完成了对英格兰、西班牙、意大利等10家海外俱乐部的并
购,其中8家实现控股,这8家当中有3家实现全资控股。中国资本正在世界
足坛“亮出肌肉”。
PEOPLE’S DAILY news, since last year, Chinese capital began "exploiting the
boundary" in the overseas football markets. According to incomplete statistics,
so far it has completed mergers and acquisitions of 10 oversea clubs in
England, Spain, Italy and other countries, among which holding was achieved
in eight clubs and wholly-owned holding in three clubs. Chinese capital is
"showing muscles" to the football world.
9、财新网消息,中化集团董事长宁高宁在G20贸易部长会开幕式上表示,贸易至少与金融一样重要,也是驱动增长的重要动力,不应该只依赖金融政策刺激经济。同时,贸易问题受到的关注不够,对贸易的政策支持有限且分裂,希望贸易部长们给出明确的贸易政策。
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.
10、央行马骏表示,2016年初到现在,中国已发行绿色债券750亿元人民币,
占全球同期发行总额的33%,已成为全球最大的绿色债券市场。要支持绿色金
融的发展,需要借助金融工具,引导社会资金更多地投向绿色、环保的行业。
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.
11、国家主席习近平表示,宏观经济政策要坚持稳中求进工作总基调,适度扩
大总需求,继续实施积极的财政政策和稳健的货币政策。用稳定的宏观经济政策
稳定社会预期,用重大改革举措落地增强发展信心。
Chinese President Xi Jinping said that the macroeconomic policy should
adhere to the general work guideline of making progress while maintaining
stability, moderately expand the aggregate demand, continue to implement the
proactive fiscal policy and prudent monetary policy. Social expectations should
be stabilized with stable macroeconomic policies, the confidence of
development should be enhanced with major reform measures.
12、近日,证监会正式认定欣泰电气欺诈发行并作出行政处罚,深交所当即启
动退市程序。这意味着,欣泰电气将成为中国资本市场上第一家因为欺诈发行被
退市的上市公司,且根据交易所相关规定,欣泰电气不可重新上市。
Recently, CHINA SECURITIES REGULATORY COMMISSION (CSRC)
formally recognized the fraudulent issuance of Xintai Electric and made
administrative penalty that the Shenzhen Stock Exchange immediately start
the delisting procedure. This means Xintai Electric will become the first listed
company to be delisted for fraudulent issuance in China's capital market, and
in accordance with the relevant provisions of the CSRC, Xintai Electric cannot
be re-listed.