Femorning Daily 17.10.2016
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1、方正证券任泽平认为，刺激房地产对中国经济短多长空，及时调控房地产对中国经济短空长多。预计房地产小周期结束，这一轮房价上涨接近尾声。房地产调控对股市资金面利好，基本面利空，总体中性偏多，对债市利好。商品受需求收缩制约难以推升通胀。
FOUNDER SECURITIES Ren Zeping believes that the stimulation of real estate is bullish in short-term and bearish in long-term to China's economy, while timely regulation of real estate is bearish in short-term and bullish in long-term to China's economy. It is expected that the small cycle of real estate ended, this round of rising of housing prices is near the end. Real estate regulation and control are good for the stock market funds, but bad for fundamentals, the overall more neutral is good for the bond market. Constrained by the demand contraction, it is difficult for commodities to push up inflation.
2、证券时报消息，10月16日，建设银行与云南锡业集团（控股）有限责任公司在京签署总额近50亿元的市场化债转股投资协议，这标志着继全国首单央企市场化债转股项目、武钢120亿元转型发展基金出资到位后，建行再实施全国首单地方国企市场化债转股项目。
Securities Times news, on October 16th, China Construction Bank (CCB) and Yunnan Tin Industry Group (Holdings) Co. Ltd. signed the market-oriented debt-for-equity swap investment agreement of a total of nearly 5 billion yuan in Beijing, which marks that after the investment in place for the country's first State-owned Key Enterprise market-oriented debt-for-equity swap project, the 12 billion yuan investment in the transformation and development of WUHAN IRON AND STEEL (GROUP) CORP., CCB conducted another implementation of the country's first local state-owned enterprise market-oriented debt-for-equity swap project.
3、新华社消息，国家主席习近平对全国脱贫攻坚奖表彰活动作出重要指示强调，全面建成小康社会，实现第一个百年奋斗目标，一个标志性的指标是农村贫困人口全部脱贫。万众一心，埋头苦干，切实把精准扶贫、精准脱贫落到实处，不断夺取脱贫攻坚战新胜利。
Xinhua News Agency reported, President Xi Jinping made important instructions on the recognition activities of the National Poverty Alleviation Siege Award, stressing that to fully build a well-off society, and to achieve the first goal to strive for a century, a landmark indicator is that the rural poverty population is all out of poverty. United in one mind, with hard work, we need to earnestly implement targeted poverty alleviation and targeted poverty shake-off, continue to win the new victory on poverty alleviation siege.
4、国信证券认为，在“价升量稳”的情况下，非金融企业3、4季度业绩有望明显改善，短期基本面暂无忧；但海外政治不确定因素、全球流动性宽松预期的转变以及国内资金“脱虚向实”和各项改革仍有待推进，中长期A股依旧隐忧较多，区间震荡格局仍难以有效摆脱。
GUOSEN SECURITIES believes that under the situation of "price rose with stable volume", non-financial enterprises’ performance in the third and fourth quarter is expected to significantly improve, short-term fundamentals are basically worry-free; but because of the overseas political uncertainties, the expectation changes in global liquidity easing and domestic fund "off the imaginary to the real" and various reforms which still need to be pushed forward, A shares are still having quite a lot of potential mid-term and long-term problems, it is still difficult to effectively get rid of the range concussion pattern.
5、金融投资报消息，上周市场化债转股的启动成为市场最大的焦点。在利好消息推动下，债转股概念股表现强势。业内人士认为，债转股有利于减轻企业负债压力，带来业绩增长预期，提升股票估值水平，未来投资者可关注AMC概念股，以及银行、钢铁等受益板块。
FINANCIAL AND INVESTMENT news, last week, the start of market-oriented debt-for-equity swap became the biggest focus of the market. Pushed by the good news, the concept stocks of debt-for-equity swap had strong performance. The industry insiders believe that debt-for-equity swap is beneficial for reducing the pressure on enterprises’ debt, bringing performance growth expectation and enhancing the level of stock valuation, future investors can pay attention to AMC stocks, as well as banks, steel and other benefited plates.
6、新华社消息，“通过标准提升技术，通过检测规范市场，通过认证对标国际。”作为全球机器人最大市场，为促进我国机器人产业健康有序发展，国家多部委正联动推进建立我国机器人产业标准、检测认证体系，首批机器人认证项目已经启动，并将于近期正式发布认证标志和首批获证企业情况。
Xinhua News Agency news, "Improving technology through standards, regulating the market through inspection, docking international standards through certifications". As the world's largest robot market, in order to promote the healthy and orderly development of China's robot industry, many ministries and commissions in China are working together to promote the establishment of China's robot industry standards, and inspection and certification system, the first batch of robot certification programs have been launched, and the certification mark and the information of the first batch of certified enterprises will soon be officially released.
7、第一财经消息，10月16日，中国东方资产管理股份有限公司正式在京挂牌成立，注册资本为554亿元，标志着四大AMC之一的东方资产改制正式完成。银监会主席助理杨家才提出，东方资产公司要重点探索“不良资产＋重组上市”，“不良资产＋转让转股”，“不良资产+证券化”等“不良资产＋”的业务模式。
China Business Network Co., Ltd. (CBN) news, on October 16th, CHINA ORIENT ASSEST MANAGEMENT CO., LTD. was formally established in Beijing, its registered capital was 55.4 billion yuan, it marks ORIENT ASSEST as one of the four major AMCs formally completed its restructuring. China Banking Regulatory Commission Chairman Yang Jiacai proposed that the ORIENT ASSEST will focus on exploring the "bad assets + restructuring and listing", "non-performing assets + transfer of shares", "bad assets + securitization" and other "bad assets +" business model.
8、中证网消息，互联网研究机构“易观智库”近日发布的《2016年上半年中国第三方支付市场研究报告》指出，大数据将成为推动行业发展的新动能。上半年，第三方支付行业整体交易规模达13.5万亿元。支付宝、财付通、拉卡拉占据市场交易份额前三位，支付宝以55.4%的占有率位列第一。
China Securities Journal online news, the internet research institute "Analysys" recently released "China's third-party payment market research report of the first half of 2016", pointing out that big data will be the new kinetic energy to promote the development of the industry. In the first half of 2016, the third-party payment industry as a whole had a transaction size of 13.5 trillion yuan. Alipay, TenPay and Lakala Payment ranked top three of the market share, Alipay took the first position with a share of 55.4%.
9、央广网消息，近日，网约车各地落地细则仍在陆续公布，北京市网约车管理细则公开征求意见已经结束。在征求意见过程中，来自各方的意见建议非常多，征求意见结束后交通部门将分析整理出具体内容，为完善修改提供依据。专家表示，北京网约车管理细则预计不会有太大修改，但在各方关注的焦点问题上会有一些微调。
Www.cnr.cn news, recently, the new rules’ detailed items on internet vehicle reservation are still being announced in different regions, Beijing has finished asking for public views about the new rules’ detailed items on internet vehicle reservation. In the process of asking for public views, there were many opinions and suggestions from various parties, the traffic sector will analyze and sort out the specific content after collecting public opinions to provide a basis for improvement and revision. Experts expect that the new rules’ detailed items on internet vehicle reservation in Beijing will not have much modification, but there will be some fine-tuning on the problems focused by different parties.
10、21世纪经济报道消息，前三季度，电光科技、全通教育、威创股份等多家企业相继宣布成立教育产业基金。上市公司参与成立教育产业投资基金无外乎两种目的：一是战略投资，为公司的主营业务转型做配套；二是财务投资，通过投资的方式为公司获得财务回报。
21st Century Business Herald news, in the first three quarters, DIANGUANG TECHNOLOGY, QTONE EDUCATION GROUP, VTRON Technologies Ltd. and many other enterprises have announced the establishment of education industry funds. There are no more than two purposes for listed companies participating in the establishment of education industry investment funds: the first is strategic investment, matching the company's main business transformation; the second is financial investment, obtaining financial returns for the companies through measures of investments.
11、财经早餐今天的回复关键词是：房价。限购后，各地楼市大幅波动，想知道您所关注的城市房价走势吗？财经早餐特别统计了多个主要城市楼市价量数据。点击公众号界面左下按钮，文字或者语音回复房价即可。
Femorning’s keyword for replying today is housing price. After the purchase restriction, the property market of various regions had large fluctuations. Would you like to know the price trend of the city of your concern? Femorning provides you specially with the price and volume data for a number of major cities. All you need to do is to click on the button in the lower left of our Wechat interface, reply housing price by text or voice.
财经早餐今天的回复关键词是：房价。限购后，各地楼市大幅波动，想知道您所关注的城市房价走势吗？财经早餐特别统计了多个主要城市楼市价量数据。点击公众号界面左下按钮，文字或者语音回复房价即可。
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