Femorning Daily 20.9.2016
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1、外管局消息，8月，银行结汇8355亿元，售汇8988亿元，结售汇逆差634亿元。推动外汇供求趋向平衡的因素继续发挥积极作用，一是市场主体结汇意愿趋稳，售汇比例进一步降低，二是部分渠道的跨境外汇融资继续回升，三是投资收益等季节性购汇需求回落。
State Administration of Foreign Exchange (SAFE) news, in August, the bank settlement of foreign exchange was 835.5 billion yuan, the sale of foreign exchange was 898.8 billion yuan, the foreign exchange settlement and sale deficit was 63.4 billion yuan. The factors that promote foreign exchange supply and demand towards balance continue to play positive roles, the first is that the market main settlement willingness tended to be stable, the exchange sales rate had further reduced, the second is that the cross-border foreign exchange financing of some channels continued to rise, the third is that investment income and other seasonal demand of purchasing foreign exchange declined.
2、方正证券任泽平认为，摆脱流动性陷阱，供给、需求两端齐发力。传统的货币政策已经失去效果，此时需要更多的在财政政策、结构性改革上下功夫，从需求和供给两方面来解决问题。例如扩大政府财政支出、调整税收、出台类QE政策、供给侧改革。
FOUNDER SECURITIES Ren Zeping believes that the liquidity trap should be gotten rid of, and forces should be sent from both supply and demand ends. Traditional monetary policy has lost its effect, then more efforts are needed for fiscal policies and structural reforms, the problems need to be solved from both aspects of demand and supply, such as expanding government expenditure, adjusting tax revenue, introducing similar QE policies and reforms of the supply front.
3、节假日归来，香港隔夜人民币银行间利率继续暴涨至23.683%，创1月以来最大升幅，一周期利率暴涨至12.446%。招商证券表示，央行上周可能在境内外市场同时行动，对人民币汇率进行干预。这或许可以解释上周香港市场CNH HIBOR为何明显上升。
Back from the holidays, Hong Kong overnight RMB interbank interest rate continued to surge to 23.683%, the biggest rise since January, the largest increase, one cycle interest rate soared to 12.446%. China Merchants Securities said that THE PEOPLE’S BANK OF CHINA (PBC) might act simultaneously in domestic and abroad market last week, intervening the RMB exchange rate. This may explain why the Hong Kong market HIBOR increased significantly last week.
4、中证报消息，1-8月，全国“地王”数量已达194宗，预计全年地王数量将创历史新高。业内人士称，“地王”引发的价格传导趋势明显。土地价格炒作导致购房者预期不断升高，既然传导机制不可避免，那么下一步有必要在抑制土地价格上涨方面多出政策。
China Securities Journal news, from January to August, the number of "top-priced lands" reached 194, the yearly number of top-priced lands is expected to reach a history high. Industry insiders said that the price transmission trend triggered by the "top-priced lands" was evident. Land price speculation caused buyers’ expectation to continue to rise, since the transmission mechanism is inevitable, therefore, for the next step, it is necessary to introduce more policies to keep land prices from rising.
5、上证报消息，随着专项排查整治的不断推进，保险公司与互联网平台合作中的种种猫腻，渐次浮出水面。这场始于今年6月的互联网保险风险专项整治摸底排查行动，如今开始将工作重心逐步下探至地方保险业、保险公司分支机构。目前保险公司与互联网公司展开的合作形式大致有五种，包括签署合作协议、购买保险公司产品、代理销售保险产品等。
Shanghai Securities News reported, along with the continuous advance of the special investigation and remediation, various tricks in the cooperation between insurance companies and internet platforms are gradually surfacing. This internet insurance special investigation and remediation action started in June this year will be shifting its focus down to local insurance industry and insurance company branches from now on. Currently, there are five common forms of cooperation between the insurance companies and internet companies, including the signing a cooperation agreement, purchasing products from the insurance company, and being sales agents of insurance products.
6、证券时报消息，近年来随着国内金融牌照管制的逐步放松，拥有多个金融牌照的金融控股集团数量不断增加。央企金控、地方金控、民营金控、互联网类金融混业经营机构加速“跑马圈地”，金融混业经营、产业资本和金融资本结合成为重要趋势。据不完全统计，目前全国至少成立了26家金控平台。
Securities Times news, in recent years, with the gradual relaxation of domestic financial licensing control, the number of financial holding groups having a number of financial licenses has been increasing. Mixed operation institutions like state-owned key enterprise financial holding groups, local financial holding groups, privately-owned enterprise financial holding groups and internet financial holding groups are accelerating their “preemptive attempts to expand”, the combination of mix financial operation, industrial capital and financial capital has become an important trend. According to incomplete statistics, at least 26 financial holding platforms have been established nationally.
7、中国经营报消息，针对日前阳光保险举牌伊利股份一事，保监会保险资金运用监管部主任任春生表示，阳光保险的经营管理和投资行为整体是相对规范和稳健的。此次5%的举牌行为，在规则许可的范围，履行了相关程序，且做出相应承诺，从目前看是在公开市场上正常的财务投资行为。
CHINA BUSINESS JOURNAL news, for the Sunshine Insurance Group’s placards on Inner Mongolia Yili Industrial Group Co., Ltd a few days ago, the CIRC Insurance Funds Supervision Department Ren Chunsheng said that the management and investment behavior of the Sunshine Insurance as a whole is relatively standardized and robust. 5% of the placards act was within the scope of the regulation permit, the relevant procedures were followed, and appropriate commitments were made, for the moment, its financial investment behavior is normal on the open market.
8、浙商证券分析师杨云近日表示，想投资房地产，既要择时，也要择城。房地产投资的时机主要考虑政策拐点，尤其是货币政策的拐点，总的来说，就是在降息周期买入，加息周期卖出。看好杭州、武汉和太原，理由都是销量开始爆发。
ZHESHANG SECURITIES analyst Yang Yun said recently that if one wants to invest in real estate, it is not only necessary to choose the right time, but also to choose the right city. For the timing of real estate investment, one should mainly consider policy turning points, especially monetary policy turning points, which means, in general, buying in during rate cut cycles and selling out during rate hike cycles. Hangzhou, Wuhan and Taiyuan are seen with optimistic expectations because eruption of sales has started.
9、亚马逊中国19日发布声明称，亚马逊中国是亚马逊全球战略重点市场之一，会持续在中国市场的投资，并不断深化在中国的发展。该声明否认了9月18日，某自媒体发布的“乐视即将收购亚马逊中国”的传言。
Amazon China said in a statement on September 19th that Amazon China is one of Amazon’s key global strategic markets, it will continue to invest in the Chinese market and continue to deepen the development in China. The statement denied the rumors on September 18th released by certain We-Media that "Letv is about to acquire Amazon China".
10、证券日报消息，9月20日-21日，美联储将召开FOMC货币政策会议并公布其9月货币政策利率决议。美联储究竟是否加息，最终谜底将马上揭晓。然而，市场人士普遍认为美联储此次不太可能“意外”加息。
SECURITIES DAILY news, September 20th to 21st, the Fed FOMC monetary policy meeting will be held and its September monetary policy interest rate decision will be announced. The final answer of whether the Fed will raise interest rates will soon be revealed. However, market insiders generally believe that the Fed is unlikely to "accidentally" raise interest rates.
11、财经早餐今天的回复关键词是：房价 楼市如同股市，价量每天不同，财经早餐每天都会为您提供多个主要城市的楼市价量数据，点击公众号界面左下按钮，文字或者语音回复房价每天都能获得楼市一手数据。
Femorning’s keyword for replying today is: housing price. The property market is like the stock market, the price and volume changes every day. Femorning provides you with daily price and volume data for a number of major cities, click on the button in the lower left of our Wechat official account interface, reply housing price by text or voice and you can obtain the first-hand property market data everyday.
财经早餐今天的回复关键词是：房价 楼市如同股市，价量每天不同，财经早餐每天都会为您提供多个主要城市的楼市价量数据，点击公众号界面左下按钮，文字或者语音回复房价每天都能获得楼市一手数据。
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