Femorning Daily 7.4.2017
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Hello, ladies and gentlemen!Today is Friday April 7th, 2017. Welcome to today's Femorning.
亲爱的观众朋友大家好，今天是2017年4月7日，星期五，欢迎大家收听今天的财经早餐。
1、Caixin.com news, in March, Caixin China's services sector PMI was 52.2, a sequential decrease of 0.4 percentage points, which is the lowest for 6 months; Caixin China's composite PMI was 52.1, a sequential decrease of 0.5 percentage points. CEBM said that the economy is still expanding in March, but the growth in both the manufacturing and service sectors are declining, and the slowdown in new orders and new business growth shows a gloomy outlook for future economy. Investors need to pay close attention to whether there will be signs of inflection in the second quarter.
财新网消息，3月，财新中国服务业PMI 52.2，环比下降0.4个百分点，为6个月来最低；财新中国综合PMI 52.1，环比下降0.5个百分点。财新智库莫尼塔表示，3月经济仍保持扩张，但制造业和服务业增速双双下滑，新订单和新业务量增速的放缓令未来经济前景堪忧。投资者需要密切关注二季度是否会有拐点的迹象。
2、21st Century Business Herald news, chairman of Board of supervisors of state-owned key financial institutions of CHINA BANKING REGULATORY COMMISSION (CBRC), Yu Xuejun, believes that if finance is out of the real economy, there is no way out and is meaningless after all. Currency expansion has formed a huge bubble, which easily blurs the views of this issue. It is recommended that the total amount of monetary credit need to be controlled. The economy can not appear serious bubble phenomenon at any time or under any circumstances. At the same time, it is necessary to formulate a favorable policy conducive to the development of financial supported industries.
21世纪经济报道消息，银监会国有重点金融机构监事会主席于学军认为，金融如果脱离实体经济，终究是没有出路、没有意义的。货币膨胀形成了巨大的泡沫，容易模糊对这个问题的看法。建议控制货币信用总量。经济在任何时候、任何情况下，都不能出现严重的泡沫化现象。同时，要制定有利于金融支持产业发展的良好政策。
3、Xinhua News Agency reported, since March, the national property market has appeared a new round of regulation and control, according to incomplete statistics, there have been more than 60 places enforced the property market regulation. Beijing-Tianjin-Hebei, the Yangtze River Delta, the Pearl River Delta, middle region and other local governments are effectively fulfilling the main responsibility of the property market regulation, doing everything possible to achieve "sequential non-increase of house prices". Developers also began to "make interest concessions". At the same time of the space for new house price cut being opened, buyers’ wait-and-see mood is increasingly strong.
新华社消息，3月以来，全国楼市再出新一轮调控措施，据不完全统计，目前已有60多地加码楼市调控。京津冀、长三角、珠三角以及中部等各地政府正切实履行楼市调控主体责任，千方百计实现“房价环比不增长”，开发商也开始“割肉让利”，在新房降价空间打开的同时，购房者的观望情绪日益浓厚。
4、Securities Times news, Deputy Director of National Institution for Finance & Development (NIFD), Zhang Xiaojing said that the leverage rate of real economy sector was 227%, a slight drop by one percentage point compared with the previous year 228%. But the leverage adding in the residents sector was rapid, the leverage rate increased nearly 5 percentage points only in 2016. In terms of scale, the resident sector debt increased over 6 trillion than the previous year. In terms of the proportion of resident debts to resident net wealth, the leverage level of Chinese resident sector is really high.
证券时报消息，国家金融与发展实验室副主任张晓晶称，2016年实体部门杠杆率为227%，比上年的228%略降一个百分点。不过居民部门加杠杆迅速，仅2016年杠杆率就上升了近5个百分点。就规模而言，居民部门债务比上年增加了6万多亿。从居民债务占居民净财富的比重来看，中国居民部门的杠杆率水平就非常高了。
5、Ministry of Housing and Urban-Rural Development of the People's Republic of China and Ministry of Land and Resources of the People's Republic of China issued The Notice on Strengthening the Relevant Work of the Recent Housing and Land Supply Management and Regulation. For cities that have serious contradictions of housing supply and demand and have relatively big pressure of housing price rise, it is necessary to reasonably increase the land supply for housings, especially ordinary commodity housings; for cities that have heavy tasks of destocking, the supply of residential land should be reduced and even suspended. Situations like new highs in the regional total price and land or floor unit price should be resolutely prevented.
住建部、国土部发布关于加强近期住房及用地供应管理和调控有关工作的通知，对住房供求矛盾突出、房价上涨压力大的城市要合理增加住宅用地特别是普通商品住房用地供应规模，去库存任务重的城市要减少以至暂停住宅用地供应；坚决防止出现区域性总价、土地或楼面单价新高等情况。
6、Xinhua News Agency released commentary saying that for behaviors that still expect to fool investors with high transfer and other "watered dividends", regulators not only should increase the supervision, crack down on the possible follow-up illegal activities, but also should improve related systems as soon as possible, such as increasing restrictions on the high transfer and linking the dividend behavior with raising arrangements, to standardize corporate dividend behavior to the root causes.
新华社发布评论文章称，对于那些仍期望以高送转等“掺水的分红”糊弄股民的行为，监管层不仅要加大监管力度，严厉打击背后可能伴生的违法违规行为，还应尽快完善相关制度，如加大对高送转的限制，将分红行为与增发安排等挂钩，从根源上规范企业分红行为。
7、ECONOMIC INFORMATION DAILY news, according to annual report data, the non-performance "double-up" situation of most A-share listed banks is still not over. The banks resolve the risk of non-performing assets through multiple measures. On the one hand, to speed up the exit from the credit for some industries with relatively large risks; on the other hand, to deal with the existing bad assets through means including cash recovery, loan restructuring, bulk transfer, the securitization of non-performing assets.
经济参考报消息，根据年报数据，大部分A股上市银行不良“双升”态势仍未结束。各家银行多手段化解不良资产风险，一方面对一些风险较大行业的授信加快退出；另一方面采取现金回收、贷款重组、批量转让、不良资产证券化等各个手段来处置已有不良资产。
8、Shanghai Securities News reported, the industry insiders pointed out that in the recent two months, mixed ownership reform of state-owned enterprises in electricity, oil and gas, railways, military and other areas will be comprehensively sped up, and the six National Development and Reform Commission (NDRC) clarified pilot programs of mixed ownership reform of State-owned Key Enterprises is expected to speed up the approval recently. The breakthrough of State-owned Key Enterprises in monopoly fields will drive the mixed ownership reform of state-owned enterprises in other key areas by means of "example".
上证报消息，业内人士指出，近两个月，电力、油气、铁路、军工等领域的国企混改将全面提速，而发改委明确的6家央企混改试点方案近期有望加快批复。随着垄断领域央企率先破题，将“以点带面”式地带动其他关键性领域国企混改。
9、Securities Times news, with the frequent upgrades of supervision on internet loan platforms, the yield rate of P2P industry continued to decline, the enthusiasm of listed companies entering P2P quietly faded. According to incomplete statistics, 10 A-share companies have been off P2P business, which are Sheng Da Mining, P2P Financial Information Service, GOHIGH, Yimin Group, Eastern Gold Jade, SELEN SCIENCE & TECHNOLOGY, AOTO Electronics, Huapengfei, Jasic Technology and TIANYUAN DIC.
证券时报消息，伴随着网贷平台监管力度频频升级、P2P行业收益率持续下行，上市公司进入P2P领域的热情悄然退潮。据不完全统计，已有盛达矿业、匹凸匹、高鸿股份、益民集团、东方金钰、新纶科技、奥拓电子、华鹏飞、佳士科技和天源迪科等10家A股上市公司剥离P2P业务。
10、China Securities Journal news, since this year, the film market box office is having negative growth from the slowdown in growth rate. As of April 4th, this year’s box office in the film market achieved 14.261 billion yuan, down 6.17% year-on-year. The industry insiders said that with the implementation of the Film Industry Promotion Act, stealing the box office and other chaos will be governance. At the same time, reasons like the rapid expansion of the market and the dilution of resources led to the reduction of fine films, coupled with factors including the reduction of Internet fare subsidy and diversion from pay videos, the film market is gradually cooling down.
中证报消息，今年以来，电影市场票房从增速放缓到步入负增长。截至4月4日，今年以来电影市场实现142.61亿元票房，同比下滑6.17%。业内表示，随着电影产业促进法的实行，偷票房等乱象将得到治理。同时，市场快速膨胀，资源稀释等原因导致精品影片较少，叠加互联网票补减少以及付费视频分流等因素，使得电影市场逐步降温。
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