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Femorning Daily 6.11.2016

2016-11-06 财秘 财经早餐

https://v.qq.com/txp/iframe/player.html?vid=u03435gy39q&width=500&height=375&auto=0


1、人民日报海外版消息,随着2016年GDP增长和地方财政收入增加,预计到2016年末负债率不会出现大的变化。业内人士普遍认为,中国经济继续保持中高速增长、地方债规模相对合理、举债方资产存量庞大、政府防控风险的底牌多,这些因素都将让中国在防控地方债风险时底气十足。

PEOPLE’S DAILY OVERSEAS EDITION news, with the GDP growth and the increase in local fiscal revenue in 2016, it is expected that by the end of 2016, there will be no major change in the debt ratio. The industry insiders generally believe that China's economy continues to maintain a medium and high speed growth, local debt scale is relatively reasonable, the asset stock of the borrowing party is huge, the government has a lot of cards in hand for risk prevention and control, all these factors will allow China to be fully confident about preventing and controlling local debt risks.


2、海通证券姜超认为,10月货币市场利率中枢上行明显,在人民币贬值压力和地产泡沫下,短期内宽松难现,投资者对于资金面预期较为悲观。考虑到通胀短期回升、应对美联储加息等因素,在3季度经济企稳后“防风险”代替“稳增长”成为政策首要目标。

HAITONG SECURITIES Jiang Chao believes that the interest rate pivot ascended obviously in the currency market in October, under the background of the RMB devaluation pressure and the real estate bubble, easing policy is difficult to present in the short-term, investors’ expectations about funding are relatively pessimistic. Taking into account the short-term rebound in inflation, coping with the Fed interest rate hike and other factors, after the economic being stable in the third quarter, "anti-risk" instead of "steady growth" has become the primary objective of the policy.


3、新华社消息,近期全国土地拍卖中仍有一些地产商高溢价购买土地,部分城市土地拍卖再次出现溢价超过200%现象,引发社会关注。专家认为,出台楼市调控政策不应只针对商品房销售环节,在土地拍卖与竞标等环节也应继续加强控制,从多个角度来抑制楼市的上涨热潮。

Xinhua News Agency reported, there are still some real estate developers buying land at high premiums in the recent national land auction, the phenomenon of premium exceeding 200% occurred again in the land auctions in some cities, causing social concern. Experts believe that the introduction of the property market regulation and control policies should not only aim at the link of commercial housing sales, controls should also continue to be strengthened in the land auction, bidding and other links, curbing the upsurge of the property market boom from a number of angles.


4、交通银行连平表示,楼市调控新政实施后,购房门槛的提高和银行信贷的收紧将使热点城市的楼市需求进入观望期,加之基数效应,热点城市楼市成交同比增速可能会出现较大幅度的下滑。总体来看,未来几个月,一二线城市楼市可能呈量缩价稳走势,三四线城市楼市销售面积增速会继续回升,但人口流向和资金流向因素均不支持其房价持续上涨。

BANK OF COMMUNICATIONS Lian Ping said that after the implementation of the new policies for property market regulation, the raising of purchase threshold and the tightening of bank credit will make the property market demand in hot cities enter a wait-and-see period, coupled with the cardinal utility, the year-on-year growth rate of property transaction in hot cities may appear relatively substantial decline. Overall, in the next few months, the property market may show a trend of volume shrinking and stable price in the first and second-tier cities, the property sales area growth will continue to pick up in the third and fourth-tier cities, but the factors of both population flow direction and capital flow direction do not support the housing prices to keep on rising.


5、21世纪经济报道消息,据统计,今年前三季度,132家上市房企合计营业收入为8780.5亿元,净利润只有687.8亿元,平均利润率跌至7.8%。尽管从利润角度看,房企日子并不好过,但从预收账款、偿债能力方面来看,房企目前的生存风险并不高。

21st Century Business Herald news, according to statistics, for the first three quarters of this year, 132 listed companies had a total operating income of 878.05 billion yuan, the net profit was only 68.78 billion yuan, the average profit margin fell to 7.8%. Although from the profit point of view, real estate enterprises are having a hard time, but from the aspects of advance receipts and solvency, real estate enterprises currently don’t have high survival risks.


6、证监会副主席方星海表示,要深入推进农产品期货、期权市场建设;加强农产品期货市场监管,防止市场过度投机炒作;支持期货公司拓展融资渠道,鼓励其通过境内外发行上市、“新三版”挂牌等方式扩大筹资规模。

Fang Xinghai, vice chairman of CHINA SECURITIES REGULATORY COMMISSION (CSRC), said that it will further promote agricultural futures and options market construction; strengthen the supervision on agricultural futures markets to prevent excessive speculation in the market; support the futures companies to expand financing channels and encourage them to expand the scale of financing through the issuance of their listing in domestic and foreign markets, publicly listing in the "New Over-The-Counter Market", etc. .


7、证券市场红周刊消息,恒大“搅局”并未让“准举牌”或举牌概念股完全丧失投资机会,关键在于投资者的抉择。私募人士称,潜在壳资源或者蓝筹类上市公司、符合举牌方战略布局、与举牌方主业背景有关联的上市公司被继续举牌的概率较大。

WEEKLY ON STOCKS news, EVERGRANDE’s "spoiler" did not let the "quasi-licensing" or placard of concept stocks completely lose investment opportunities, the key lies in the choice of investors. Private equity insiders said that the potential shell resources or blue-chip listed companies, listed companies in line with the placards side of the strategic layout or relevant to the main business background of the placards side continue to have higher probabilities to be placarded.


8、据沪深证券交易所数据显示,截至4日本周最后一个交易日,沪深股市流通市值报393233亿元;去年同期,沪深股市总市值报509390亿元。目前,沪市拥有上市公司1146家,平均市盈率15.89倍;深市拥有上市公司1832家,平均市盈率42.85倍。

According to SHANGHAI and SHENZHEN STOCK EXCHANGE data, as of the last trading day of this week on October 4th, the circulated stock value of the Shanghai and Shenzhen stock market reported 39,323.3 billion yuan; For the same period last year, the total stock value of the Shanghai and Shenzhen stock market reported 50,939 billion yuan. At present, there are 1,146 listed companies in the Shanghai Stock Exchange, and the average price-earnings ratio is 15.89 times; there are 1,832 listed companies in the Shenzhen Stock Exchange, and the average price-earnings ratio is 42.85 times.


9、新华社消息,我国通用计算机目前基本使用的是国外的芯片和操作系统,网络“本质安全”存在极大的“后门”隐患。经过5年的自主创新和研发,中国电子已初步建成“可发现、可防范、可替代”的自主可控信息安全防护体系。

Xinhua News Agency reported, China's current general purpose computers are basically using foreign chips and operating systems, there are great potential "back door" dangers for the network "intrinsically safe". After five years of independent innovation coupled with research and development, China Electronics has preliminarily completed an independent controllable information security protection system with "capabilities of finding, preventing and replacing”.


10、证券时报消息,美国总统大选已经进入倒计时,市场投资者情绪从谨慎趋向紧张。截至11月4日收盘,标普500指数报2085.18点,下跌0.17%,出现自1980年12月以来的首次九连跌,创下近36年来的最长连跌记录。

Securities Times news, the US presidential election has entered the countdown, the market investor sentiment has gone from being cautious to being anxious. As of November 4 closing, the S & P 500 index reported 2085.18 points, down 0.17%, it was the first 9 successive droppings since December, 1980, setting the longest successive dropping record for the last near 36 years.


11、财经早餐今天的回复关键词是:房价。十月楼市掀起最严监管风暴,想知道整顿过后各地房价是涨是跌吗?财经早餐特别统计了多个主要城市楼市实时价量数据。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. In October, the most stringent regulatory storm was set off in the property market. Would you like to know whether the housing price is up or down after the rectification? 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.


财经早餐粤语版



https://v.qq.com/txp/iframe/player.html?vid=l034357t83t&width=500&height=375&auto=0

财经早餐今天的回复关键词是:房价。十月楼市掀起最严监管风暴,想知道整顿过后各地房价是涨是跌吗?财经早餐特别统计了多个主要城市楼市实时价量数据。点击公众号界面左下按钮,文字或者语音回复房价即可。




财经早餐(微信号:Femorning):每天早晨,最新鲜、最全面的财经资讯尽在财经早餐!


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