Femorning Daily 16.10.2016

1、海通证券姜超认为，9月CPI明显回升，PPI转正对未来通胀亦有推动，叠加去年基数走低，四季度通胀有望短期反弹。但长期看，地产上涨大周期已经结束，而地产调控政策加剧经济下行压力，再加上今年年初通胀基数走高，明年通缩压力将会再起。货币政策短紧长松。 HAITONG SECURITIES Jiang Chao believes that September CPI had obvious recovery, PPI turning positive also promotes future inflation, combined with low base last year, the fourth quarter inflation is expected to rebound in the short term. But for the long term, the big cycle of real estate rising is over, while the real estate regulation and control policies exacerbate economic downward pressure, coupled with the inflation base going high at the beginning of this year, deflationary pressure will go up again next year. Monetary policy will be tight in the short term and loose in the long term. 2、华夏时报消息，积极数据之下，三季度经济企稳概率越来越大。多位经济学者及金融机构均预计，受财政政策、楼市炽热及外部需求好于预期等支持，三季度GDP将维持在6.7%左右。随着楼市的火爆，以及货币政策到实体经济的传导不畅，四季度降准降息可能性缩减，货币政策或将逐渐收紧。 CHINA TIMES news, under positive data, the probability of economic stabilization is growing in the third quarter. A number of economists and financial institutions all predicted that supported by the fiscal policy, the hot property market, external demand being better than expected and so on, the third quarter GDP will remain at around 6.7%. With the hot property market, as well as the poor monetary policy transmission to the real economy, the possibility of RRR cut interest rates cut in the fourth quarter reduced, monetary policy may gradually be tightened. 3、上证报消息，日前有媒体报道央行12日召集10多家银行传达房地产调控精神。同日，上海银监局召集部分辖内银行机构开会，警示房地产信贷风险。据悉，有银行已向业务条线传达了央行会议精神，但仍未传达至支行层面。 Shanghai Securities News reported, recently some media reported that THE PEOPLE’S BANK OF CHINA (PBC) convened more than 10 banks to convey the spirit of real estate regulation on October 12th. On the same day, Shanghai Office of CHINA BANKING REGULATORY COMMISSION convened a meeting of the banking institutions within its jurisdiction, warning of real estate credit risks. It is reported that some banks have conveyed the spirit of PBC meeting to the business lines, but have not yet conveyed to the sub-branch level. 4、华夏时报消息，据悉，自从国庆假期以来，北上广的多家基金公司争相在香港发行基金产品，额度紧缺的QDII产品更是发行首日便售罄，此外对资金敏感的保险资金、实业资金也在布局港股市场。 CHINA TIMES news, it is reported that since China’s National Day holiday, a wide number of fund companies of Beijing, Shanghai and Guangzhou have been competing to issue fund products in Hong Kong, the QDII products that are short in amount were even sold out on the first day of the issue. In addition, the insurance funds and industrial capital that are capital-sensitive are also laying out in Hong Kong stock market. 5、中证网消息，上海在国家“双创”示范基地的杨浦地区试点探索“贷投联动”的运作模式创新。在这一创新试点中，设立“贷投联动引导基金”，引导商业银行采用“银行贷款＋认股权证”的模式，为科创企业发放信用贷款，对于发生的坏账损失，按一定比例给予风险补偿，着重化解商业银行最为敏感的不良贷款率问题。 China Securities Journal online news, Shanghai is setting the pilot to explore the operational model renovation of "investment-loan linkage" in the national "entrepreneurship and innovation" demonstration base of the Yangpu District. In this innovation pilot, the "investment-loan linkage guiding Fund" will be established, commercial banks will be guided to use "bank loans + share warrants" model, credit loans will be granted for technology innovation enterprises, the risk will be compensated at a certain percentage of the bad debts that occur, focusing on resolving the most sensitive problem of non-performing loan ratio for commercial banks. 6、澎湃新闻消息，近日有媒体报道称，中化集团、中国化工两家央企有望合并。中国化工表示，没有这个事情，应该不会有公告；中国中化集团也称，没有此事。不过，业内人士称，以目前的情况来看，中国化工和中化集团合并重组契合当下国资委推进央企重组工作的背景，两家公司合并的可能性比较大。 THE PAPER news, recently media reports said that it is possible for the two State-owned Key Enterprises of Sinochem Group and ChemChina to merge. ChemChina said that there was no such thing and should be no such announcement; Sinochem Group also said that there is no such thing. However, the industry insiders said that with the current situation, the merger of ChemChina and Sinochem Group fit the current background that State-owned Assets Supervision and Administration Commission of the State Council (SASAC) promotes the restructuring of state-owned Key Enterprises, the possibility of the merger between the two companies is relatively large. 7、新华社消息，近日，郑州市郑东新区管委会与宝能集团签署战略合作协议。宝能计划投资逾1000亿元，在郑东新区开发建设区域总部，以及金融、医疗、物流、大数据、科技园等板块的多个高端项目。 Xinhua News Agency reported, recently, Zheng Dong New District Management Committee in Zhengzhou and BAONENG GROUP signed a strategic cooperation agreement. BAONENG plans to invest more than 100 billion yuan in the development and construction of regional headquarters in Zheng Dong New District, as well as financial, medical, logistics, large data, science and technology park and other high-end projects. 8、中国经营报消息，10月1日，被称为史上最严奶粉新政的《婴幼儿配方乳粉产品配方注册管理办法》开始企业注册。业内人士普遍认为，新政的影响才刚刚开始，行业内促销甩货的现象在短期内仍将持续。行业整合和洗牌将加速，更多不符合中国标准的洋奶粉将面临入不了境的问题，好产品将成为企业持续盈利的关键。 CHINA BUSINESS JOURNAL news, on October 1st, the enterprise registration according to the "formula registration administrative approach of infant formula milk powder products" which is known as the most stringent new policy started. The industry insiders generally believe that the impact of the new policy has just begun, the industry's phenomenon of short-term sales and dumping of products will continue. Industry consolidation and reshuffle will accelerate, more foreign milk powders that do not meet the Chinese standards will face the problem of not being able to enter China, good products will become the key to sustained profitability of enterprises. 9、高德汽车事业部总裁韦东表示，在自动驾驶汽车开发测试期间，高德将免费向汽车行业的合作伙伴提供高精度地图数据，以促进地图行业新生态的构建。未来不会再有图商，只会有动态大数据服务商。 Wei Dong, Gao De Automotive Division President, said that during the autonomous vehicle development and testing period, Gao De will provide the automotive industry partners high-precision map data for free to promote the construction of the new ecology of the map industry. There will be no longer map providers in the future but only the dynamic big data service providers. 10、新华社消息，美国财政部14日公布针对主要贸易对象的《国际经济和汇率政策报告》，认为包括中国在内的美国主要贸易伙伴并未操纵货币汇率以获取不公平贸易优势，但将中国等6个经济体列入汇率政策监测名单。 Xinhua News Agency reported, U.S. DEPARTMENT OF THE TREASURY announced on October 14th the "international economic and exchange rate policy report" targeting at the major trading partners, saying that the major trading partners of the U.S. including China did not manipulate the currency exchange rate to obtain unfair trade advantages, but 6 economies including China are put in the exchange rate monitoring list. 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（微信号：Femorning）：每天早晨，最新鲜、最全面的财经

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