您好!欢迎来到弘业股份官方网站!
ENGLISH| 弘业邮箱|

您现在的位置 | 首页 - 新闻中心 - 行业资讯

一周行业动态(中英文)20160912

发布时间:2016/9/12 13:37:45 

1、据海关统计,8月,我国进出口总值2.2万亿元,同比增长7.9%。其中,出口1.27万亿元,增长5.9%;进口9250亿元,增长10.8%;贸易顺差3460亿元,收窄5.1%。今年前8个月,我国进出口总值15.37万亿元,同比下降1.8%;贸易顺差2.31万亿元,扩大5%。
According to the customs’ statistics, in August, the total value of China’s import and export was 2.2 trillion yuan, a year-on-year increase of 7.9%. Among them, the export was 1.27 trillion yuan, an increase of 5.9%; the import was 925 billion yuan, an increase of 10.8%; the trade surplus was 346 billion yuan, narrowed by 5.1%. In the first eight months of this year, the total import and export value was 15.37 trillion yuan, a year-on-year decline of 1.8%; the trade surplus was 2.31 trillion yuan, expanded by 5%.


2、证监会主席刘士余10日在上交所会员大会上表示,坚持守住不发生系统性风险的基本底线;始终坚持把保护投资者合法权益放在突出性地位,中国资本市场不太可能在短期内变成机构投资者为主体的市场;任何时候都要坚持服务实体经济的根本宗旨,坚决纠正脱实向虚自娱自乐等。
Liu Shiyu, the Chairman of CHINA SECURITIES REGULATORY COMMISSION (CSRC), said in the SHANGHAI STOCK EXCHANGE Member General Assembly that, we should adhere to the basic bottom line of having no systemic risk; always adhere to putting the protection of the legitimate interests of investors in a prominent position, China's capital market is unlikely to become a market with institutional investors as the main body in the short term; adhere to the fundamental purpose of serving the real economy at all times, and resolutely correct the off-real-to-imaginary, self-recreation and so on.


3、央行公布数据显示,8月末,我国外汇储备31851.67亿美元,环比下降158.9亿美元。8月末,我国外汇储备22843.50亿SDR,环比下降129.81亿SDR;我国黄金储备5895万盎司,环比上涨16万盎司。
THE PEOPLE’S BANK OF CHINA (PBC) released data showing that by the end of August, China's foreign exchange reserves were $ 3.185167 trillion, a sequential decline of $ 15.89 billion. By the end of August, China's foreign exchange reserves were 2.28435 trillion SDR, a sequential decline of 12.981 billion SDR; China's gold reserves were 58.95 million ounces, a sequential increase of 0.16 million ounces.


4、中国经营报消息,在诸多改革中,国资委面临的一个难题就是降低债务水平。国资委人士表示,近年来,中央企业负债规模持续加大。负债总额从2008年的4.3万亿元,上升到2015年的31.1万亿元,资产负债率从2008年的58.4%上升到2015年的66.2%。
CHINA BUSINESS JOURNAL news, in many reforms, a problem faced by the State-owned Assets Supervision and Administration Commission of the State Council (SASAC) is to reduce debt levels. SASAC official said, in recent years, the debt scale of State-owned Key Enterprise continue to increase. The total liabilities rose to 31.1 trillion yuan in 2015 from 4.3 trillion yuan in 2008, asset-liability ratio rose to 66.2% in 2015 from 58.4% in 2008 .


5、统计局公布数据显示,8月,CPI同比上涨1.3%,创去年10月份来新低;PPI同比下降0.8%,跌幅连续八个月收窄。交通银行连平认为,随着夏季洪涝灾害和酷暑过去,蔬菜等农作物生产逐渐恢复,商贸物流运输回归正常,食品及消费品价格的上行压力减弱,猪肉价格迎来下行阶段,预计未来CPI运行基本平稳,不存在明显的通胀或通缩压力。
National Bureau of Statistics of the People's Republic of China (NBS) data shows that in August, CPI rose 1.3% year-on-year, a new low since last October; PPI fell 0.8% year-on-year, narrowing for eight consecutive months. BANK OF COMMUNICATIONS Lian Ping believes that with the past of summer flood and heat, the production of vegetables and other crops recovered gradually, trade and logistics transportation returned to normal, the price upward pressure for food and consumer goods weakened, the pork price ushers in the downward phase, the future CPI is expected to be basically stable, there are no obvious inflationary or deflationary pressures.


6、9月7日,为保持银行体系流动性合理充裕,结合MLF到期1232亿元,央行对15家金融机构开展MLF操作共2750亿元,其中6个月1940亿元、1年期810亿元,利率与上期持平,分别为2.85%、3%。
On September 7th, in order to maintain an adequate and reasonable banking system liquidity, combined with the MLF expiration of 123.2 billion yuan, THE PEOPLE’S BANK OF CHINA (PBC) carried out MLF operation to 15 financial institutions of total 275 billion yuan, with 194 billion yuan for 6 months and 81 billion yuan for one year. The interest rates are flat with the previous period, which are respectively 2.85% and 3%.


7、方正证券任泽平认为,全球货币宽松可能已经走到尽头,美联储重要官员鸽转鹰,欧央行维持利率不变,中国央行锁短放长,未来货币存在边际收紧风险,这将挑战未来金融市场的稳定性。国内政策组合正转向以财政为主、货币为辅,这一变化对大类资产的影响是:债市震荡,与财政发力相关的PPP、工程机械等股市板块机会凸显。
FOUNDER SECURITIES Ren Zeping believes that global monetary easing may have already come to an end, Fed key officials turned from doves to hawks, EUROPEAN CENTRAL BANK (ECB) kept interest rates unchanged, THE PEOPLE’S BANK OF CHINA (PBC) conducted monetary policies of locking short-term and releasing long-term, there is a marginal tightening risk of the future monetary, which will challenge the stability of future financial markets. The domestic policy combination is turning into primary fiscal and complementary monetary, the impacts of this change on the large asset are: bond market volatility, and highlighted opportunities in PPP, construction machinery and other stock market sectors that are financial force associated.


8、富国银行表示,预计2016年全球经济增长2.9%,2017年增长3%,均低于长期平均水平3.5%。尽管全球央行总体上持鸽派立场,但通货紧缩仍是一个日益增长的问题。另外,发展中国家将持续面临挑战,如大宗商品价格下跌以及全球出口增速回落。
WELLS FARGO said that it expects 2016 global economic growth to be 2.9%, an increase of 3% in 2017, lower than the long-term average of 3.5%. Despite global central banks holding a dovish stance in general, deflation is still a growing problem. In addition, developing countries will continue to face challenges such as falling bulk commodity prices and the global export growth fell.


9、美国经济学家迈伦9月9日在“2016中国(郑州)国际期货论坛”接受采访表示,美联储加息的时间窗口可能在今年9月份或者12月份,而12月份的可能性更大。目前市场环境下,值得推崇的投资做法是将风险控制在一个较低范围。
American economist Myron was interviewed in the "2016 China (Zhengzhou) International Futures Forum" on September 9th stating that the Fed may raise interest rates in the time window in September or December this year, but more likely in December. Under the current market environment, the recommendable approach of investment is to control the risk at a lower range.