Femorning Daily 2.11.2016
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1、统计局公布数据显示，10月，官方制造业PMI 51.2，创逾两年来最高，环比上涨0.8个百分点；官方非制造业PMI 54，环比上涨0.3个百分点。方正证券任泽平表示，PMI超预期回升，主要受生产和订单回升带动，可能跟房地产投资滞后性影响、基建PPP发力、PPI回升企业补库、企业利润改善制造业投资恢复等内需有关，外需仍然疲弱。
National Bureau of Statistics of the People's Republic of China (NBS) released data showing that in October, the official manufacturing PMI was 51.2, hitting the highest in more than two years, a sequential rise of 0.8 percentage points; the official non-manufacturing PMI was 54, a sequential rise of 0.3 percentage points. FOUNDER SECURITIES Ren Zeping said that, the PMI rebound exceeded the expectation, which was mainly driven by the pick-up of production and order, and may be related to domestic demands including the lag impact of real estate investment, the infrastructure PPP effort, the PPI rebound, the enterprise replenishment, the improvement of corporate profits and the recovery of manufacturing investment, the external demand is still weak.
2、10月，财新中国制造业PMI 51.2，环比上涨1.1个百分点，为2014年7月以来最高。财新智库莫尼塔表示，制造业似乎明显回暖。新订单指数和产出指数均大幅上涨，但投入价格指数和产出价格指数的更快上涨反映出通胀压力开始显现。中国经济短期企稳，后续政策支持可能仍然必要，否则工业生产有被投资拖累的风险。
In October, Caixin China's manufacturing PMI was 51.2, a sequential rise of 1.1 percentage points, the highest since July 2014. CEBM said that, the manufacturing seems to pick up obviously. Both the new order index and the output index rose sharply, but the faster rise in the input price index and output price index reflected that the inflationary pressures are beginning to emerge. China's economy tends to be stable in the short term, and follow-up policy support may still be necessary, otherwise industrial production will be at risk of being dragged down by investment.
3、中证报消息，8月底以来全球金融市场突然出现“情景切换”，投资者此前对更多宽松政策的预期被打破，有关流动性拐点的讨论升温。市场人士预期，美联储即将再度加息，欧日央行也更审慎地评估非常规刺激手段，全球货币宽松呈现边际性趋紧态势。
China Securities Journal news, since the end of August the global financial market suddenly appeared "scene switching", investors’ previous expectation of more easing policies was broken, the discussion about the liquidity turning point heated up. Market participants predict that, the Federal reserve is going to raise interest rates again, the European and Japanese central banks are also evaluating unconventional stimulus measures more carefully, the global monetary easing presents a marginal tightening trend.
4、中国银行间市场交易商协会公告，银行间市场开展首批信用违约互换交易。10月31日，14家机构备案成为信用风险缓释工具核心交易商。当日，银行间市场共有工商银行等10家机构开展了15笔信用违约互换交易，名义本金总计3亿元。
National Association of Financial Market Institutional Investors (NAFMII) announced that the inter-bank market carried out the first batch of credit default swap trading. On October 31st, there were 14 institutions being on file as core dealers of credit risk mitigation tools. On the same day, in the inter-bank market, a total of 10 institutions such as Industrial and Commercial Bank of China (ICBC) carried out 15 credit default swaps, the total nominal principal was 300 million yuan.
5、中证报消息，楼市调控新政满月，一些中小房企面临经营压力。业内人士认为，目前不少房企通过股东借款、房地产基金、存量资产证券化等方式来维持现金流稳定，随着融资渠道收紧，房企资金链面临越来越大的压力，未来不排除会出现一波中小房企倒闭潮。
China Securities Journal news, it has been a full month for the new policies of market regulation, a number of small and medium enterprises are facing business pressures. The industry insiders believe that many real estate enterprises are maintaining the stable cash flow through shareholder loans, real estate funds, stock asset securitization and other means, with the tightening of financing channels, real estate enterprise funds chain is facing increasing pressure, it cannot be ruled out that there will be a wave of small and medium enterprises collapsing in the future.
6、新华社消息，中国人保集团等16家保险机构11月1日与我国首个国家保险创新试验区——宁波市签署战略合作协议。到2025年，宁波将累计引进保险资金1万亿元。根据规划，到2025年，宁波提供风险保障达到15万亿元以上，打造“保险模范之城”。
Xinhua News Agency messages, 16 insurance institutions including THE PEOPLE'S INSURANCE COMPANY (GROUP) OF CHINA LIMITED signed a strategic cooperation agreement on November 1st with China's first national insurance innovation pilot area - Ningbo City. By 2025, Ningbo will have introduced insurance funds of 1 trillion yuan accumulatively. According to the plan, by 2025, Ningbo will have provided risk protection to 15 trillion yuan or more, creating an "insurance model city".
7、经济参考报消息，近期，中国联通启动混合所有制改革的消息引发热议。电信业改革的目标是发挥市场在电信资源配置中的决定性作用。国有电信企业通过混合所有制改革，可以建立起多元化的产权和治理结构，解决企业发展的长期资金来源问题，并充分调动国有电信企业内外部积极性和创造力，为企业带来持续可靠的强大竞争力。
ECONOMIC INFORMATION DAILY news, recently, the news of China Unicom starting mixed ownership reform triggered a heated debate. The goal of telecommunication industry reform is to play a decisive role in the allocation of telecommunication resources. Through the mixed ownership reform, the state-owned telecommunication enterprises can establish a diversified property right and administrative structure, solving the problem of the long-term capital source for enterprise development and fully mobilizing the enthusiasm and creativity inside and outside of the state-owned telecommunication enterprises to bring lasting and reliable competitive force.
8、中国快递协会会长高宏峰表示，“双11”来临，快递业发展引发关注。我国快递业正保持高速增长态势，预计今年快递业务总量有望突破300亿件，业务收入将达到4000亿元，分别增长50%和40%以上。
China Express Association (CEA) President Gao Hongfeng said, with the coming of "double 11", courier industry development attracts attention. China's courier industry is maintaining a rapid growth, it is expected that the total volume of the courier business will exceed 30 billion items in 2016, the business income will reach 400 billion yuan, a respective increase of 50% and 40%.
9、中证网消息，11月1日，蚂蚁金服宣布战略投资泰国支付公司Ascend Money，并将通过输出技术和经验把蚂蚁金服的普惠金融模式复制到泰国，未来5年有望服务泰国一半以上的网民。这是蚂蚁金服在国际化投资方面的最新举措。
China Securities Journal online news, on November 1st, Ant Financial announced a strategic investment on Thailand payment company Ascend Money, and will copy the ANT FINANCIAL inclusive financial model to Thailand through the export of technology and experience, in the next five years, it is expected to serve more than half of Thailand’s internet users. This is the latest initiatives of ANT FINANCIAL in the aspect of international investment.
10、日本央行行长黑田东彦表示，CPI有望在2018财年左右加速达到2%。中长期通胀预期依然疲软，这是推迟实现通胀目标时间的其中一个原因。只要有必要，就将继续实施收益率曲线控制，以实现通胀目标。
Bank of Japan (BOJ) Governor Haruhiko Kuroda said that CPI is expected to accelerate to reach 2% in 2018 fiscal year. Mid-term and long-term inflation expectations remain weak, which is one of the reasons to delay the time to achieve the inflation targets. As long as necessary, it will continue to implement the yield curve control in order to achieve the inflation targets.
11、财经早餐今天的回复关键词是：房价。十月楼市已收官，各地房价走势如何呢？限购见效了吗？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. October property market has ended. How about the price trend in various regions? Has restriction policy shown effect? Femorning provides you with price and volume data for a number of 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。十月楼市已收官，各地房价走势如何呢？限购见效了吗？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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