Femorning Daily 14.9.2016
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1、统计局公布数据显示，8月，规模以上工业增加值同比实际增长6.3%，较上月加快0.3个百分点；社会消费品零售总额27540亿元，同比名义增长10.6%，较上月增加0.4个百分点；1-8月，全国固定资产投资（不含农户）366339亿元，同比名义增长8.1%，增速与1-7月份持平。其中，民间固定资产投资225005亿元，同比名义增长2.1%，增速与1-7月份持平。
National Bureau of Statistics of the People's Republic of China (NBS) data shows that in August, the value-added of industry above designated size had a year-on-year real growth of 6.3%, sped up 0.3 percentage points compared with last month; the total retail sales of social consumer goods was 2.754 trillion yuan, a year-on-year nominal increase of 10.6%, increased 0.4 percentage points compared with last month; from January to August, the national investment in fixed assets (excluding farmers) was 36.6339 trillion yuan, a year-on-year nominal increase of 8.1%, the growth rate was flat with that from January to July. Among them, the private investment in fixed assets was 22.5005 trillion yuan, a year-on-year nominal increase of 2.1%, the growth rate was flat with that from January to July.
2、方正证券任泽平认为，需求比官方宏观数据好，受益于房地产火爆和ppp发力；供给收缩超预期，表现在发电、粗钢产量、企业盈利等超预期改善。CPI下行打开货币政策空间，然而美联储加息预期、四季度通胀反弹以及抑制资产泡沫等因素制约货币政策再宽松。短期货币政策将呈中性，未来主要以财政为主，发力PPP。
FOUNDER SECURITIES Ren Zeping believes that the demand is better than the official macroeconomic data, benefiting from hot real estate market and PPP forcing; the supply contraction exceeded the expectation, presented in the better-than-expectation improvement of power generation, crude steel production, corporate profits and the like. The downward CPI opened monetary policy space, however, the Fed interest rate hike expectations, the fourth quarter rebound in inflation, curbing asset bubbles and other factors restricted the monetary policy to ease again. The monetary policy will be neutral in a short-term, the future policy will mainly be based on financial, and the force will be sent on PPP.
3、统计局公布数据显示，1-8月，全国房地产开发投资64387亿元，同比名义增长5.4%；商品房销售面积87451万平方米，同比增长25.5%；商品房销售额66623亿元，增长38.7%；8月末，商品房待售面积70870万平方米，环比减少512万平方米。中金公司表示，警惕商品房销售放缓风险，随著部分城市再次收紧房地产政策，房地产逐步进入周期的下行阶段是大概率事件。
National Bureau of Statistics of the People's Republic of China (NBS) data shows that from January to August, the national investment in real estate development was 6.4387 trillion yuan, a year-on-year nominal increase of 5.4%; the sales area of commercial residential building was 874.51 million square meters, a year-on-year increase of 25.5%; the commercial residential building sales was 6.6623 trillion yuan, an increase of 38.7%; by the end of August, the sales area of commercial residential building was 708.7 million square meters, a decrease of 5.12 million square meters. China International Capital Corporation Limited (CICC) said that the risks in the slowdown of real estate sales should be alerted, with another round of real estate policy tightening in some cities, the real estate gradually entering the downward phase of the cycle is a high probability event.
4、9月13日，央行时隔逾7个月首次重启28天逆回购操作，也是时隔四年首次在年中开展该操作。当日，央行共开展1600亿元逆回购操作，其中包括600亿元28天期，中标利率下调5个基点至2.55%。此外，当日有600亿元逆回购到期。兴业证券表示，28天期逆回购利率下行超预期，说明在市场比较震荡的时期，央行的态度仍然比较中性。
On September 13th, THE PEOPLE’S BANK OF CHINA (PBC) restarted the 28-day reverse repurchase for the first time after a lapse of more than seven months, it is also the first time in four years to carry out the operation in the middle of a year. On that day, PBC carried out reverse repurchase operations of a total 160 billion yuan, including 60 billion yuan of 28-day reverse repurchases, the bid rate decreased 5 basis points to 2.55%. In addition, there are reverse repurchases of 60 billion yuan expired on that day. INDUSTRIAL SECURITIES said that the interest rate decline of the 28-day reverse repurchase exceeded the expectation, indicating that markets are in a more volatile period, PBC's attitude is still relatively neutral.
5、商务部消息，1-8月，我国实际使用外资金额5488.3亿元，同比增长4.5%。呈现特点包括，服务业吸收外资保持增长，高技术服务业等服务领域增幅显著；主要来源地投资保持增长势头；西部地区吸收外资增幅较高，东部地区保持稳定，中部地区降幅较大；通过外资并购方式实际使用外资继续增长等。
Ministry of Commerce of the People's Republic of China news, from January to August, China's actual use of foreign investment reached 548.83 billion yuan, a year-on-year increase of 4.5%. There are features include that service industry absorbing foreign investment maintained growth, among which high-tech service industry and other service fields increased significantly; the main sources of investment maintained growing trend; the western region had higher increase in absorbing foreign investments, the eastern region remained stable, the central region had a larger decline; by actual use of foreign capital by foreign mergers and acquisitions continued to grow and so on.
6、财政部公布数据显示，8月，全国一般公共预算收入9894亿元，同比增长1.7%，较上月减少1.6个百分点；一般公共预算支出14187亿元，同比增长10.3%，较上月增加10个百分点。1-8月，全国一般公共预算收入同比增长6%；一般公共预算支出同比增长12.7%。此外，8月份证券交易印花税132亿元，同比下降50.3%。
Ministry of Finance of the People's Republic of China released data showing that in August, the national general public budget revenue was 989.4 billion yuan, a year-on-year increase of 1.7%, declined 1.6% from the last month; the general public budget expenditures were 1.4187 trillion yuan, a year-on-year increase of 10.3%, an increase of 10% from the last month. From January to August, the national general public budget revenue increased by 6% year-on-year; the general public budget expenditures increased by 12.7% year-on-year. In addition, the stamp duty on securities transactions in August was 13.2 billion yuan, decreased 50.3% year-on-year.
7、经济参考报消息，电改时间表全面提前，新一轮政策密集落地期将至。据悉，继13省市电改方案获批后，业内翘首以盼的《售电公司准入与退出管理办法》、《有序放开配电业务管理办法》、《电力中长期交易基本规则》等核心配套文件也落地在即。
ECONOMIC INFORMATION DAILY news, electricity reform timetable will be fully advanced, an intensive touching-ground period of the new round of policies is approaching. It is reported that, following the 13 provinces’ electricity reform programs being approved, the industry's highly anticipated "electricity sales company access and exit management measures", "orderly releasing distribution service management measures", "mid-and-long-term electricity trading basic rules" and other core supporting documents will also touch ground soon.
8、商务部发布《关于申请公开部分企业原油、成品油进出口资质信息的统一答复》。截至目前，国内所有交易场所均未向商务部申请原油、成品油进出口资质，商务部未核准任何交易场所原油、成品油进出口资质。
Ministry of Commerce of the People's Republic of China issued the "unified response about the application for disclosing crude oil, refined oil import and export qualification information of some of the enterprises." Up till now, all domestic transaction exchanges have not applied for crude oil, refined oil import and export qualification to Ministry of Commerce, Ministry of Commerce has not approved crude oil, refined oil import and export qualification for any transaction exchanges .
9、上证报消息，苹果、三星、华为等手机巨头均将双摄像头作为最新旗舰机的卖点，双摄像头有望成为新一轮智能手机创新的标配。随着双摄像头渗透率的提升，技术门槛较高的产业链将迎来快速扩容机遇。
Shanghai Securities News reported, Apple, Samsung, Huawei and other mobile phone giants all use dual cameras as a selling point of their latest flagship mobile phone, dual-camera is expected to become a new standard in smartphone innovation. With the increase of dual-camera’s permeability, high technical-threshold industry chain will usher in rapid expansion opportunities.
10、世界能源理事会发布报告显示，为满足各国日益严格的燃油经济性法规和排放法规要求，2020年电动汽车占全球新车销量的比重将提高至16%，至少较目前水平增长15倍。目前，在全球主要汽车市场上，电动汽车市场占有率普遍低于1%。
World Energy Council released a report showing that in order to meet increasingly stringent requirements from fuel economy and emissions laws and regulations in various countries, the proportion of electric vehicles in the global new car sales will increase to 16% by 2020 , at least growing 15 folds compared with the current levels. At present, in the major automotive markets globally, the market share of electric cars is generally less than 1%.
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