Femorning Daily 28.9.2016
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1、统计局公布数据显示，8月，全国规模以上工业企业实现利润总额5348亿元，同比增长19.5%，增速比7月份加快8.5个百分点，为今年以来月度最高增速。1－8月，规模以上工业企业实现利润总额同比增长8.4%，增速比1－7月份加快1.5个百分点。
National Bureau of Statistics of the People's Republic of China (NBS) data shows that in August, the national industrial enterprises above the designated size realized a total profit of 534.8 billion yuan, a year-on-year increase of 19.5%, the growth rate accelerated 8.5 percentage points than that of July, which was the highest monthly growth rate for the year. From January to August, the total profits of industrial enterprises above the designated size increased by 8.4% year-on-year, the growth rate accelerated 1.5 percentage points than that from January to July.
2、申万宏源点评工业企业利润数据称，利润增速继续大幅改善，主因营收改善、PPI跌幅收窄以及低基数效应。利润持续回升，经济短期无忧。维持关于宽财政宽货币的判断，改革方面重点关注供给侧改革、国改以及PPP。
SHENWAN HONGYUAN SECURITIES commented the industrial enterprises profit data, saying that the profit growth continued to improve substantially, which is mainly due to the improved revenue, PPI decrease narrowing and low cardinal utility. Profits continued to rise, there is no need to worry about the economy in short-term. The judgment of easing financial and monetary policies still remains. For reform aspects, the focus should be mainly on reforms of the supply front, state-owned enterprise reforms and PPP.
3、经济参考报消息，今年以来上市房企发债融资动作频繁，截至目前发债规模逼近万亿元。业内分析认为，依赖高负债激进拿地或并购扩张的房企正在累积风险。一方面，融资渠道或将收紧；另一方面当房价下调，绝大部分房企将面临空前的资金压力。
ECONOMIC INFORMATION DAILY news, since this year, the bond financing movements of listed real estate companies have been frequent, as of now the size of bonds is approaching a trillion yuan. Industry analysts believe that the real estate enterprises who radically take lands or merge for expansion relying on high debt are accumulating risks. On one hand, the financing channels may get tightened; on the other hand, when house prices decrease, the vast majority of real estate companies will face unprecedented financial pressure.
4、上交所总经理黄红元表示，对于上市公司而言，在信息披露环节最主要的是做到两点。一是通过信息披露发布的公告，并不是要对交易所负责，而是要对市场、对投资者负责；二是上市公司要经营好企业，同时把投资所需要的信息及时、全面、公开披露出来。
SHANGHAI STOCK EXCHANGE general manager Huang Hongyuan said that for the listed companies, the most important thing during the information disclosure is to do two things. The first is that the announcement released through the information disclosure is not to be responsible for the exchange, but to be responsible for the market and the investors; Second, the listed companies need to be operated well, at the same time the information required for investment needs to be disclosed timely, comprehensively and publicly.
5、上证报消息，高企的收益率不断吸引大量资金进入申购新股的游戏中。种种限制之下，近期打新产品“套打”模式明显增多，即公募产品加杠杆打新，而申购打新产品的资金也有杠杆倍数，部分产品整体杠杆甚至能够达到4倍。业内人士担忧，目前网下打新存在超额申报的空间，未来一旦政策收紧，打新套利市场存在较明显的风险隐患。
Shanghai Securities News reported that high raising yields continue to attract a lot of funds into the game of the purchasing of new shares. Under all kinds of restrictions, the recent "combined application" model of new share products increased remarkably, which is to apply for new public fund products with raised leverage, while the funds applying for new products also have leverage multiples, and the overall leverage for some products can even reach 4 times. The industry insiders are worrying that there is over applied space in the current offline application for new shares, once the policy is tightened in the future, the new share arbitrage market has relatively obvious potential risks.
6、经济参考报消息，当前，无论是从项目数量和金额，还是从示范项目及引导基金的推进来看，我国PPP建设都已经步入名副其实的“爆发增长期”，在平均每年都要翻一番的快速增长背后，民间资本参与意愿不足以及由此引发的项目落地率低成为一直困扰地方政府推进PPP的难题，同时也制约稳增长效应的发挥。
ECONOMIC INFORMATION DAILY news, at present, no matter from the number and amount of projects, or from the promotion of the demonstration projects and leading funds, China's PPP construction has entered a veritable "growth outbreak period", behind the rapid growth of being doubled every year on average, the lack of willingness of private capital to participate and the resulting low rate of implementation of the project has been troubling the local governments for promoting the PPP projects, and also restricts the effects of steady growth.
7、上证报消息，8月下旬以来的钢价持续下跌和原材料价格抬升，使得钢企的日子又不太好过，业内预计第三季度钢企利润环比第二季度或有所下滑。近期钢价下行叠加焦煤焦炭原材料、运输费用等上涨，是侵蚀钢企利润空间的主要原因。
Shanghai Securities News reported that since late August, steel prices continued to fall and raw material prices rose, making it quite difficult for the profitability of steel enterprises, the industry insiders expected that the third-quarter profit margins of the steel enterprises may decline compared with the second quarter sequentially. Recent steel price decline combined with the price rise of coking coal and coke raw materials, transportation costs and so on are the main reason for the erosion of the profit margins of steel enterprises.
8、新华网消息，据调查，多地发生虚报淘汰落后产能套取奖补资金案。在审核检验过程中，有的基层工作人员索要巨额“好处费”，有的未按要求现场核查，审核签名由他人代签。业内人士建议采用分段评审、逐级核查。
Xinhuanet news, according to the survey, false reports of backward production capacity to take the reward and subsidy funds took place in several regions. During the examination and verification process, some primary-level workers asked for huge amount of "kickback," and some did not carry out the verification on site according to the requirements and signatures of verification were signed by others. The industry insiders recommended the use of segmented review and step-by-step verification.
9、民航局表示，拟进一步放开民用机场领域准入政策，吸引社会资本参与民用机场及配套服务设施的建设和运营，创新民用机场建设和运营投融资方式，以提升机场服务质量和效率，促进民航行业安全、高效发展。
Civil Aviation Administration of China (CAAC) said it intends to further liberalize the access policy in the field of civil airports, attract social capital to participate in the construction and operation of civil airports and supporting service facilities, and innovate the investment and financing methods for civil airport construction and operation so as to enhance airport service quality and efficiency, promote the safe and efficient development of civil aviation industry.
10、北京时间9月27日9点开始的美国总统大选第一场辩论中，特朗普与希拉里围绕美国方向、成就繁荣和国家安全这三大主题进行激辩。瑞穗银行表示，希拉里在美国总统大选辩论中领先特朗普，这个局面让市场稍稍“松了口气”。对新兴市场货币构成支撑，并导致日元走弱。
In the first debate of the US presidential election, which began at 9:00 on September 27th, Donald Trump and Hillary Clinton debated intensively on the three major themes of US direction, prosperity and national security. Mizuho Bank said Hillary Clinton is ahead of Donald Trump in the US presidential election debate, this situation made the market a little "relieved." It forms support for emerging market currencies and caused the yen weakened.
11、今天财经早餐回复的两个关键词是房价和解读。南京限购令首日离婚人数激增三倍，假离婚的暗坑你知道吗....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，回复关键词房价，可获得楼市一手实时数据；回复关键词解读，可查看最新楼市分析。点击公众号界面左下按钮，文字或者语音回复房价或者解读即可。
Femorning’s two keywords for replying are "housing price" and "interpretation" today. On the first day of Nanjing purchase restriction policy, the number of divorces tripled, do you know the dark pits of false divorce? .... Femorning provides you with daily price and volume data for a number of major cities, reply keyword housing price for the first-hand property market data; reply keyword interpretation for the latest analysis of the property market. All you need to do is click on the button in the lower left of our Wechat interface, reply housing price or interpretation by text or voice.
今天财经早餐回复的两个关键词是房价和解读。南京限购令首日离婚人数激增三倍，假离婚的暗坑你知道吗....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，回复关键词房价，可获得楼市一手实时数据；回复关键词解读，可查看最新楼市分析。点击公众号界面左下按钮，文字或者语音回复房价或者解读即可。
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