Femorning Daily 14.11.2016
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1、新华社消息，国有企业是中国特色社会主义的重要物质基础和政治基础。在全面深化改革的大棋局中，国企改革是重中之重，是必须牵好的“牛鼻子”。随着国企改革步入深水区，剩下的都是难啃的“硬骨头”。越是闯关夺隘的关键时刻，就越要鼓起迎难而上的勇气、激发改革创新的锐气，坚定不移把国企改革向纵深推进。
Xinhua News Agency messages, State-owned enterprises are an important material and political basis for socialism with Chinese characteristics. In the great game of the overall deepening of reform, the reform of state-owned enterprises is a top priority, this "bull nose" must be led well. With the reform of state-owned enterprises entering the deep water, the rest are “hard bones” difficult to chew. The more critical moment for breakthroughs, the more courage should be gathered for the challenge and more spirit should be stimulated for the reform and innovation to advance unswervingly in depth of the state-owned enterprise reform.
2、海通证券表示，当前的滞胀是短期现象，通胀上行已经处于中后期，随着价格的上涨，商品类资产的配置价值在逐渐下降，而在今年四季度左右通胀会见顶，2017年以后通缩压力会重新显现。如果未来回到通缩，金融资产就成为配置首选。
HAITONG SECURITIES said that the current stagflation is a short-term phenomenon, inflation rise has already been in the mid-and-late stage, with the price rising, the allocation value of commodity asset is gradually declining and will peak around the fourth quarter of this year, deflationary pressure will reappear from 2017 onwards. If deflation is back in the future, financial assets will become the first choice for configuration.
3、新华社消息，据我的钢铁发布报告显示，最近一周，国内现货钢价综合指数报收于117.87点，一周上涨7.23%。由于资本市场的“拉涨”以及成本抬升，国内现货钢价持续上涨，目前已创出年内新高，市场风险同时也在渐渐集聚。铁矿石市场也是“随风而动”，矿价已至近2年来的高点。
Xinhua News Agency messages, the released China’s iron and steel report showed that, in the last week, the domestic spot steel composite index closed at 117.87 points, increased 7.23% weekly. As the capital market "pulls up" and cost increases, domestic spot steel prices continued to rise and have hit a new high this year, market risk is also gradually gathering. Iron ore market also "moved with the wind", the ore prices have climbed to the highest point for the past two years.
4、方正证券任泽平表示，今年初的熔断是A股最后一波主跌浪，2月以来可看做市场主跌浪过后的修复行情，结构性机会此起彼伏，大多围绕业绩超预期展开。展望未来，可能仍处在修复行情的震荡市之中，市场正释放尾部风险。市场正在蓄积力量，密切观察房市债市调控之后资金流向股市的大类资产轮动轨迹。
FOUNDER SECURITIES Ren Zeping said that the unusual ceasing of the stock market in the beginning of this year was the last main falling wave of A-Share, it can be seen as a repair market after the main falling wave since February, structural opportunities come and go, mostly carried out around the over-expectation of the performance. Looking to the future, it may still be in the repair process of the shock market, the market is releasing its tail risk. The market is accumulating strength, close observation should be given to the wheeled trajectory that funds flow to major category assets in the stock market after the housing market and bond market regulation.
5、广发证券表示，今年四季度，A股市场仍将处于“慢熊”的震荡格局之中。在“慢熊”中，“最后一跌”往往要经历很久的时间才会出现。而在“最后一跌”之前，市场很可能是一个持续震荡的状态。
GF SECURITIES said that A-share market will remain in the "slow bear" of the shock pattern in the fourth quarter of this year. In the "slow bear", it often takes a long time for the "last fall" to appear. And before the "last fall", the market is likely to be in a continuous shock state.
6、经济观察报消息，包括中国五矿、中交集团在内数家央企，正在紧锣密鼓地编制国资投资试点内部方案，目前方案雏形已经基本形成，有望年底前上报国资委审批。下一步，进入第二批试点的央企很有可能从金融领域深入改革，拓展出一条相对完备的金融产业链。
The Economic Observer news, several state-owned key enterprises, including CHINA MINMETALS CORPORATION and CHINA COMMUNICATIONS CONSTRUCTION are in full swing of formulating the state-owned asset investment pilot internal program, the current prototype has been basically formed and is expected to be submitted to the State-owned Assets Supervision and Administration Commission of the State Council for approval before the end of the year. Next, the state-owned key enterprises of the second batch of pilot are likely to carry out in-depth reform in the financial sector, expanding out of a relatively complete financial industry chain.
7、南方都市报消息，从业内人士处获悉，广东某国有银行近期将下发首套房房贷利率指导，要求各家分支机构将首套房房贷利率从原来的8.5折上调至8.8折；并要求省内部分二三线城市根据风险需求，将房贷利率上提至基准。接下来估计各家银行都会陆续跟进，房贷利率逐步回升将成为趋势。
Nanfang Metropolis Daily learned from industry insiders that a state-owned bank in Guangdong will soon issue mortgage interest rate guidance for the first suite of housing, requiring each branch to adjust the mortgage interest rate for the first suite of housing from the original 85% up to 88%; and asked the second and third tier cities in the province to raise the mortgage interest rates to the benchmark according to the risks and demands. Next, it is estimated that banks will gradually follow up, mortgage interest rates will gradually rise as a trend.
8、参考消息网消息，据香港南华早报报道，在中国内地存在大约2亿单身成年人的情况下，对数字约会的需求越来越大，各式各样的公司正在把网上恋爱的业务变成线下的现金，其中既有传统的“向右滑动”式的手机应用，也有YY直播网站的互动相亲节目和陌陌的视频实时直播。
Cankaoxiaoxi.com news, according to the report from Hong Kong South China Morning Post (SCMP), there are about 200 million single adults in the Mainland of China, the demand for digital dating is growing, a variety of companies are turning online love business into off-line cash, it not only includes traditional "swipe-right" type of mobile phone applications, but also the interactive YY live interactive match-making programs and the real-time video broadcasts of momo.
9、期货日报消息，上周五夜盘，商品期货暴跌可能是以下几个因素造成的：一是部分品种涨幅过大为市场转折预设了伏笔；二是政策警报事先已经拉响；三是场外资金是助推大涨的重要因素；四是供需错配是某些品种的上涨原因，但并非全部。
Futures Daily news, last Friday night’s commodity futures slump may be caused by the following factors: first, some varieties rising too much set up the following market turning; second, the policy alarm was sounded before; third, off-market capital was an important factor boosting the rally; fourth, supply and demand mismatch was the reason for the rise of some varieties, but not all.
10、11月13日，中体产业发布公告称，第一大股东国家体育总局体育基金管理中心拟通过协议转让持有的中体产业全部股份。鉴于该事项可能涉及本公司实际控制权变更，且存在重大不确定性，公司股票自11月14日起停牌，最长不超过10个交易日。中体产业是国家体育总局控股的惟一一家上市公司，主营业务包括体育产业和房地产业务。
On November 13th, CHINA SPORTS INDUSTRY GROUP CO., LTD. announced that its largest shareholder Sports Fund Management Center of General Administration of Sport of China intends to transfer all the held shares of CHINA SPORTS INDUSTRY through agreement. Because this may involve changes in the actual control of the company, and there is significant uncertainty, the company's stock will be suspended from November 14th onwards, it will not be more than 10 trading days. CHINA SPORTS INDUSTRY GROUP is the only listed company held by General Administration of Sport of China, its main businesses include sports and real estate business.
11、财经早餐今天的回复关键词是：房价。各地限购政策已出台一月有余，想知道哪些城市房价“死灰复燃”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. The purchase restriction policies in various regions have been introduced for more than a month, would you like to know which city’s housing price "resurged"? Femorning provides you with real-time 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.
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财经早餐今天的回复关键词是：房价。各地限购政策已出台一月有余，想知道哪些城市房价“死灰复燃”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。
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