Hi everyone. I’m Stephanie LI.

大家好，我是主持人李瑩亮。

【資料圖】

Coming up on today’s program.

重點提要

China saw 106 million domestic trips during this year’s Dragon Boat Festival, 12.8% above the pre-pandemic level;

China issues priority list for pilot free trade zones.

中國經(jīng)濟要聞

Consumption boomed in China during the Dragon Boat Festival holiday that ended on Saturday, benefiting the tourism, entertainment, transportation and catering sectors in particular.

A total of 106 million domestic tourism trips were made during the holidays, up 32.3 percent year-on-year and 12.8 percent higher than the figure in 2019. The three-day holiday registered a year-on-year revenue jump of 44.5 percent in terms of domestic traveling, raking in 37.31 billion yuan,recovering to 95 percent of the same period in 2019, according to data from the Ministry of Culture and Tourism released on Saturday.

Meanwhile, a total of 140.47 million passenger trips are estimated to have been made during the holidays via railways, highways, waterways and civil aviation, up 89.1 percent from 2022, the Ministry of Transport said on Saturday.

During the festival, China"s immigration authorities processed a total of 3.9 million inbound and outbound visits, a jump of about 2.3 times from last year, or 64.6 percent of the 2019 level.

Tourist destinations across the country were flooded with millions of visitors taking advantage of the three-day holiday, according to data released by various localities. For example, Shanghai received 6.72 million tourist visits during the holiday.

The volume of air tickets, hotels, scenic spot tickets and holiday business all exceeded that of the same period in 2019, according to multiple online travel agency platforms. The flow of people in domestic scenic spots has surged by more than 30 percent compared with that of in 2019, data from Tongcheng Travel showed.

Consumption also saw a surge during the break. Data from online shopping platforms Meituan and Dianping released on Saturday showed that in the first two days of holidays, life services consumption increased by 60 percent year-on-year, and the average daily consumption of cross-city tourists increased by 190 percent year-on-year. In particular, night time spending was up 95 percent on a yearly basis.

In Beijing, customer flow trackers in 60 key commercial districts recorded 20.68 million entries over the holiday, up 76.8 percent year-on-year, according to Beijing’s commerce bureau.

Furthermore, China’s box office topped 909 million yuan during this year’s holiday, propelling it to become the second highest-grossing period of all time, only slightly lower than the 2018 figure of 912 million yuan, according to China Film Administration, the country"s top sector regulator.

五年來最火端午收官。假日消費煥新，為傳統(tǒng)節(jié)日注入新活力，文旅行業(yè)復(fù)蘇強勁，多地紛紛點亮“夜經(jīng)濟”，激活消費新空間……剛剛過去的端午假期，國內(nèi)餐飲、零售、旅游等市場人氣旺盛，消費活力加速釋放。

6月24日，文化和旅游部對外披露，經(jīng)文旅部數(shù)據(jù)中心綜合測算，2023年端午節(jié)假期全國國內(nèi)旅游出游1.06億人次，同比增長32.3%，按可比口徑恢復(fù)至2019年同期的112.8%；實現(xiàn)國內(nèi)旅游收入373.10億元，同比增長44.5%，按可比口徑恢復(fù)至2019年同期的94.9%。

交通運輸部數(shù)據(jù)顯示， 6月22日至24日（端午節(jié)假期），全國鐵路、公路、水路、民航預(yù)計共發(fā)送旅客14047萬人次，比2019年同期下降22.8%，比2022年同期增長89.1%。其中，鐵路預(yù)計發(fā)送旅客4326萬人次，比2019年同期增長12.8%，比2022年同期增長150.2%；公路預(yù)計發(fā)送旅客8934萬人次，比2019年同期下降33.3%，比2022年同期增長64.4%；水路預(yù)計發(fā)送旅客253萬人次，比2019年同期下降43.6%，比2022年同期增長99.3%；民航預(yù)計發(fā)送旅客534萬人次，比2019年同期增長3.0%，比2022年同期增長287%。

各航空公司的機票預(yù)訂量同比去年也有所增長。截至6月19日，東航及旗下上航、中國聯(lián)合航空端午假期機票預(yù)訂量超過94萬，預(yù)訂量是去年端午假期的3.6倍。

多家OTA平臺數(shù)據(jù)顯示，國內(nèi)游出行訂單量持續(xù)超越疫情前。去哪兒數(shù)據(jù)顯示，2023年端午假期，國內(nèi)熱門城市機票預(yù)訂量超過2019年同期二成 ，國內(nèi)熱門城市酒店預(yù)訂量超過2019年同期1.6倍。從目的地來看，成都、上海、杭州、北京、廣州是游客長線游首選目的地。

出境游方面也有不同程度的增長。飛豬數(shù)據(jù)顯示，國際機票預(yù)訂量和2023年元旦相比增長超4.1倍、國際酒店預(yù)訂量增長超3.4倍。

國際移民管理局?jǐn)?shù)據(jù)顯示，2023年端午節(jié)期間，全國邊檢機關(guān)共查驗出入境人員396.3萬人次，日均132.1萬人次，較去年端午節(jié)增長約2.3倍，是2019年端午節(jié)的64.6%。

假日期間，受居民出行、旅游熱情高漲等因素帶動，多地餐飲消費持續(xù)升溫。北京市商務(wù)局發(fā)布數(shù)據(jù)顯示，端午假期監(jiān)測餐飲企業(yè)營業(yè)額同比增長88.2%。此外，端午假期多地出現(xiàn)高溫天氣，不少人選擇“錯峰”出門，助推夜間消費熱度攀升。美團、大眾點評數(shù)據(jù)顯示，端午假期前兩天，夜間消費較去年假日同期增長95%。

商務(wù)部新聞發(fā)言人束玨婷表示，隨著暑期等消費旺季到來，居民節(jié)假日休閑購物、出行旅游等消費需求將進一步釋放，疊加相關(guān)促消費政策支持和活動促進，二季度消費市場有望繼續(xù)保持平穩(wěn)增長態(tài)勢。

端午票房同樣亮眼。國家電影局6月25日發(fā)布數(shù)據(jù)，2023年6月22日至24日，我國電影端午檔票房達9.09億元，取得了影史端午檔第二的成績。其中，國產(chǎn)影片票房占比為80.08%。電影《消失的她》以5.07億元票房領(lǐng)跑。

The Ministry of Commerce has issued a priority list for pilot free trade zones (FTZs) during the 2023-2025 period as the country marks the 10th anniversary of its pilot FTZ construction. The country"s FTZs will push forward 164 priorities in the next three years, including major institutional innovation, key industries, platform construction, as well as major projects and activities, according to the ministry. To promote high-quality development of the FTZs, the list was made based on each FTZ"s strategic positioning and development targets, as each of the 21 FTZ will focus on seven to 10 key tasks.

商務(wù)部明確各自貿(mào)區(qū)未來三年重點任務(wù)清單：6月25日商務(wù)部印發(fā)《自貿(mào)試驗區(qū)重點工作清單（2023—2025年）》，其中明確了164項重點工作。今年恰逢首個自貿(mào)區(qū)成立十周年。十年來，全國設(shè)立21個自貿(mào)試驗區(qū)，基本形成了覆蓋東西南北中的改革開放創(chuàng)新格局?！豆ぷ髑鍐巍访鞔_了2023-2025年相關(guān)自貿(mào)試驗區(qū)擬自主推進實施164項重點工作，每個自貿(mào)試驗區(qū)的重點工作7-10項，包括重大制度創(chuàng)新、重點發(fā)展產(chǎn)業(yè)、重要平臺建設(shè)及重大項目活動等。

China"s economy saw an overall recovery and improvement in the first half of this year, with GDP forecast to expand 6.2 percent year-on-year, according to a report released by the China Macroeconomy Forum of Renmin University of China on Sunday. According to the report, the key task in 2023 is to achieve the recovery of macroeconomy and restore microcosmic foundation, in a bid to return to the track of expansionary growth. The report predicted China"s real GDP growth will stand at 6.0-6.7 percent in the first half of this year, with a reference figure of 6.2 percent. Given the process of economic recovery and a low base effect, China"s full-year GDP is expected to grow at 5.2-6.1 percent. Consumption will become a key driver for economic growth in the short term, the report said. In 2023, consumption and investment is predicted to grow 8 and 4.5 percent respectively, while exports are estimated to fall 4.9 percent.

報告預(yù)計上半年中國經(jīng)濟增長6.2%：6月25日，中國人民大學(xué)中國宏觀經(jīng)濟論壇（CMF）季度論壇上，發(fā)布了CMF中國宏觀經(jīng)濟分析與預(yù)測報告（2023年中期）。報告指出，2023年是疫情影響消退與經(jīng)濟秩序歸位的一年。中國經(jīng)濟核心任務(wù)是實現(xiàn)宏觀經(jīng)濟恢復(fù)性增長和微觀基礎(chǔ)深度修復(fù)，進而重返擴張性增長軌道。報告預(yù)計，上半年實際GDP增長區(qū)間為6.0%-6.7%，基準(zhǔn)數(shù)值預(yù)測為6.2%。下半年，中國宏觀經(jīng)濟將開啟經(jīng)濟復(fù)蘇的第二階段，全社會資產(chǎn)負(fù)債表有望得到初步修復(fù)，從而為恢復(fù)性增長邁向擴張性增長奠定良好基礎(chǔ)?？紤]到經(jīng)濟恢復(fù)進程和低基數(shù)效應(yīng)，預(yù)計全年GDP增速為5.2%-6.1%，基準(zhǔn)數(shù)值預(yù)測為5.7%。從三大需求來看，預(yù)計2023年消費增長8%，投資增長4.5%，出口下降4.9%，但凈出口增長1.8%，消費成為拉動短期經(jīng)濟增長的主要動力。

區(qū)域觀察

Line 11 of the Suzhou metro went into operation on Saturday, linking the city of Suzhou, in east China"s Jiangsu Province, with Shanghai. This is the first time that the core cities in the Yangtze River Delta region have linked their separate urban subway systems transcending administrative boundaries and geographical barriers in different provincial-level regions. The trans-provincial subway line now cuts travel time between Suzhou and Shanghai to about two hours.

上海蘇州正式互通地鐵：24日，蘇州軌道交通11號線正式投入運營，并與上海軌道交通11號線實現(xiàn)無縫換乘，長三角核心城市間首次實現(xiàn)地鐵系統(tǒng)跨省互聯(lián)互通。此次地鐵全線互通將滿足兩地日常穩(wěn)定的通勤需求，從蘇州市區(qū)到達上海市區(qū)只需約2個小時。

The 2023 Summer Davos Forum completed a green power deal with a new energy company, marking the first time Tianjin will use green power to hold a large event. The green power transaction reached one million kilowatt hours of electricity, equivalent to saving 320 tons of standard coal and reducing 800 tons of carbon dioxide. The 14th Annual Meeting of the New Champions, also known as the Summer Davos Forum, will be held in Tianjin from June 27 to 29. The theme of this year"s annual meeting is "Entrepreneurship: The Driving Force of the Global Economy.” Approximately 1,500 leaders from both public and private sectors from more than 90 countries will come together for the three-day event.

夏季達沃斯即將開幕：近日，在天津電力交易中心組織下，2023年夏季達沃斯論壇場館方梅江會展中心與新能源發(fā)電企業(yè)完成綠電交易，達成交易電量100萬千瓦時，相當(dāng)于節(jié)約標(biāo)煤320噸，減排二氧化碳800噸。這是天津首次為大型活動開展綠電交易，更標(biāo)志著夏季達沃斯論壇活動場館首次實現(xiàn)活動期間100%綠電供應(yīng)。27日至29日，第十四屆夏季達沃斯論壇將在天津舉辦，來自全球近100個國家和地區(qū)的1500多名政商精英及學(xué)者確認(rèn)參會。今年是夏季達沃斯論壇時隔四年在中國重啟。

The Kela photovoltaic (PV) power station, the world"s largest and highest-altitude hydropower and PV complementary power station, began producing electricity on Sunday. With the operation of the power station, located in the Yalong River Basin in Southwest China"s Sichuan Province, the complementary operation between hydropower and PV has been elevated to a capacity of over one million kilowatts for the first time. It is estimated that the project will save over 600,000 tons of standard coal annually and reduce carbon dioxide emissions by more than 1.6 million tons.

全球最大水光互補電站四川投產(chǎn)發(fā)電：6月25日，雅礱江兩河口水電站水光互補一期項目——位于四川省甘孜藏族自治州雅江縣柯拉鄉(xiāng)的柯拉光伏電站并網(wǎng)發(fā)電，標(biāo)志著全球最大、海拔最高的水光互補電站正式投產(chǎn)?？吕夥娬臼俏覈谌笏娀匮诺a江流域清潔能源基地“十四五”時期首個開工建設(shè)的水光互補電站，同時也是四川省“十四五”可再生能源發(fā)展規(guī)劃重點項目。電站通過500kV輸電線路接入50公里外的兩河口水電站，實現(xiàn)光伏發(fā)電和水電的“打捆”送出。電站投產(chǎn)后年平均發(fā)電量20億度，每年可節(jié)約標(biāo)準(zhǔn)煤超60萬噸、減少二氧化碳排放超160萬噸。

產(chǎn)業(yè)及公司新聞

CK Asset Holding, a Chinese property developer founded by Hong Kong business magnate Li Ka-shing, is trying to gain control of a luxury housing project in Hong Kong worth about HKD33.7 billion, according to sources. CK Asset is reportedly in talks with HSBC to acquire the 10.2 billion yuan loan a bank syndicate which includes the UK lender issued to KWG Group Holdings and Logan Group, two Chinese mainland property developers, for The Corniche luxury residential project in Hong Kong. The firm has yet confirmed the news.

傳李嘉誠抄底300億元香港豪宅項目：近日，有市場消息稱，由龍光地產(chǎn)與合景泰富發(fā)展聯(lián)合打造的香港豪宅凱玥項目，或?qū)⒂瓉韨鶛?quán)變更。長實集團正與項目債權(quán)銀行之一匯豐銀行進行接觸，希望接手該項目相應(yīng)債權(quán)。對此，合景泰富方面對上述消息予以了證實，并表示，目前凱玥給銀團債券的兌付情況一切正常，項目運作也一切正常。2017年2月，合景泰富與龍光聯(lián)手，以168.56億港元摘得香港總價最高宅地，即“The Corniche凱玥”項目，目前該項目的估值折合人民幣約300億元。

Alibaba’s grocery arm Freshippo is expected to go public on the Hong Kong stock exchange as soon as mid-November, media reported Monday, though Alibaba declined to comment on the matter. The IPO would make it the first Alibaba subsidiary to list independently after the Chinese tech giant launched its largest-ever reform earlier this year.

阿里巴巴或最快11月分拆盒馬上市：6月26日媒體報道，阿里巴巴將很快尋求香港交易所對其旗下零售平臺盒馬鮮生分拆的批準(zhǔn)，最快將于今年11月實現(xiàn)改組后首例分拆上市。盒馬最快未來兩周按照上市規(guī)則申請分拆上市，預(yù)計11月IPO。對此消息，阿里巴巴對媒體表示，不予置評。

金融市場消息

The Chinese currency renminbi (RMB), or the yuan, saw its share in global payments rise in May, according to the Society for Worldwide Interbank Financial Telecommunication (SWIFT), a global provider of financial messaging services. The RMB"s global share was up from 2.29 percent in April to 2.54 percent last month, the third-highest since tracking begun in October 2010, remaining the fifth most active currency. The value of yuan payments grew 20.38 percent from a month ago, while in general, all payment currencies gained by 8.75 percent.

5月人民幣保持全球第五大最活躍貨幣：環(huán)球銀行金融電信協(xié)會（Swift）近日發(fā)布人民幣月度報告和數(shù)據(jù)統(tǒng)計顯示，2023年5月，人民幣保持全球第五大最活躍貨幣的位置，占比2.54%，前值為2.29%。與2023年4月相比，人民幣支付金額總體增加了20.38%，同時所有貨幣支付金額總體增加了8.75%。

Both the onshore and offshore yuan weakened past the 7.23 level per dollar on Monday, hovering at a seven-month low. The People’s Bank of China set the midpoint rate at 7.2056 per US dollar before the market opened, weaker than the previous fix of 7.1795. The spot yuan opened at 7.2049 per dollar and widened by over 500 pips after midday, to 7.2339 per dollar. The decline tracked the offshore yuan closely, at 7,2347.

在岸、離岸人民幣匯率雙雙跌破7.23：6月26日，央行授權(quán)中國外匯交易中心公布，銀行間外匯市場人民幣對美元匯率中間價報7.2056元，較前值調(diào)貶261個基點，創(chuàng)2022年11月10日以來最低。Wind數(shù)據(jù)顯示，6月26日，離岸人民幣對美元匯率接連跌破7.22和7.23關(guān)口，繼續(xù)刷新2022年11月末以來的新低。人民幣對美元匯率在岸市場同樣疲軟。人民幣對美元即期匯率開盤即跌破7.20關(guān)口，隨后進一步走低，接連跌破7.21、7.22和7.23關(guān)口，日內(nèi)一度下跌超過350個基點，繼續(xù)刷新2022年11月末以來的新低。

股市收盤情況

Chinese stocks ended with more losses on Monday as markets resumed trading after a two-day closure for the Dragon Boat Festival. The benchmark Shanghai Composite lost 1.5 percent and the Shenzhen Component sank 1.7 percent. Hong Kong’s Hang Seng index also closed 0.5 percent lower, and the TECH index slid 0.2 percent.

A股港股收跌：周一A股三大指數(shù)均跌超1%，截至收盤，滬指跌1.48%，深成指跌1.68%，創(chuàng)業(yè)板指跌1.16%。滬深兩市全天成交額9772億元，北向資金凈買入21.17億元。兩市近4200股下跌。港股恒指收跌0.51%，恒生科技指數(shù)收跌0.17%。

Biz Word of the Day

財經(jīng)詞匯劃重點

TheSociety for Worldwide Interbank Financial Telecommunication(SWIFT)is aBelgiancooperative societyproviding services related to the execution offinancial transactionsandpaymentsbetween certain banks worldwide. Its principal function is to serve as the main messaging network through which international payments are initiated. However, the organisation does not manage accounts on behalf of individuals or financial institutions, and it does not hold funds from third parties.It also does not performclearingorsettlementfunctions.

環(huán)球銀行金融電信協(xié)會（SWIFT），或譯環(huán)球同業(yè)銀行金融電訊協(xié)會，是一個總部位于比利時布魯塞爾的中立性國際組織。在這個系統(tǒng)中傳輸?shù)亩际倾y行間的業(yè)務(wù)信息以及相關(guān)的交往信息，包括企業(yè)跨境結(jié)算信息和銀行之間跨境清算信息（支付清算指令）。它不是支付清算機構(gòu)，而是一個標(biāo)準(zhǔn)化的報文傳輸機構(gòu)，即金融機構(gòu)間進行金融信息傳遞的通道，銀行之間以及銀行與支付機構(gòu)之間的信息傳輸，包括支付指令、信息確認(rèn)等均是通過SWIFT報文完成。

Executive Editor: Sonia YU

Editor: LI Yanxia

Host: Stephanie LI

Writer: Stephanie LI

Sound Editor: Stephanie LI

Graphic Designer: ZHENG Wenjing, LIAO Yuanni

Produced by 21st Century Business Herald Dept. of Overseas News.

Presented by SFC

編委: 于曉娜

策劃、編輯：李艷霞

播音：李瑩亮

撰稿：李瑩亮

音頻制作：李瑩亮

設(shè)計：鄭文靜、廖苑妮

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