2023-06-12 19:47:49 來源 : 21世紀(jì)經(jīng)濟(jì)報道
Hi everyone. I’m Stephanie LI.
大家好,我是主持人李瑩亮。
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Coming up on today’s program.
重點(diǎn)提要
At least 11 Chinese commercial banks cut yuan deposit rates from Monday;
Docking completed on the world’s longest and widest undersea tunnel connecting Shenzhen and Zhongshan in the GBA.
中國經(jīng)濟(jì)要聞
Several Chinese commercial banks cut interest rates on a range of yuan deposits from Monday, following their larger peers in a coordinated move to ease pressure on profit margins and help inject liquidity into the real economy.
Eleven major joint-stock banks including China Merchants Bank, Pingan Bank, China CITIC Bank, SPD Bank and China Everbright Bank cut rates on demand deposits by 5 basis points to 0.2 percent from Monday, the banks' websites showed. The lenders cut rates on two-year time deposits by 10 bps, and three-year and five-year time deposits by 15 bps.
More small and medium-sized banks in the country are expected to follow suit in the coming days, analysts said.
The deposit rate cuts follow a similar move by China's biggest state lenders on Friday and marks the second such industry-wide cut within a year, with previous action taken in September.
Experts noted that the move is aimed at reducing the cost of bank liabilities, while nudge the lenders to inject more liquidity into the market to back up domestic consumption and investment, which will shore up economic growth.
Yi Gang, Governor of the People's Bank of China, said at a recent meeting in Shanghai that the central bank will continue to implement a steady monetary policy in a powerful and targeted manner and it will enhance counter-cyclical adjustments to support the real economy, promote employment, and keep the financial system stable.
There will be comprehensive use of monetary policy instruments of various types to keep liquidity and credit reasonably ample, along with a push for a modest fall in comprehensive financing costs for the real economy, he added, but the emphasis on overall stability and keeping the yuan exchange rate steady will remain.
While some analysts expect the deposit rate cuts will provide more room for a further cut soon by the central bank on the medium-term lending facility (MLF), others see the adjustment a follow-up of previous cut of loan prime rate (LPR) and thus the central bank would need more time for the rate cuts to take effect before taking further moves.
6月12日,11家股份行緊隨六大行之后,宣布下調(diào)了存款掛牌利率,執(zhí)行具體時間略有先后。
與六大行保持一致,此次存款利率調(diào)整情況為:活期存款利率下調(diào)5bp至0.2%,2年期存款利率下調(diào)10bp,3年、5年期存款利率下調(diào)均下調(diào)15bp,調(diào)整后的定期存款利率繼續(xù)保持略有不同。
6月8日,六大行同步下調(diào)存款利率:活期存款利率下調(diào)5bp至0.2%,2年期存款利率下調(diào)10bp,3年、5年期存款利率下調(diào)均下調(diào)15bp,完成后僅郵儲銀行部分期限存款利率略有不同。由于利率自律機(jī)制考核等約束,此次股份行調(diào)整存款利率是跟隨調(diào)整。
去年9月,部分大行、股份行已經(jīng)率先下調(diào)了一輪存款掛牌利率,此次不到一年,六大行、股份行又先后下調(diào)存款掛牌利率,與商業(yè)銀行支持實(shí)體經(jīng)濟(jì)、存款定期化趨勢進(jìn)一步加強(qiáng)等導(dǎo)致凈息差收窄不無關(guān)系。
國家金融監(jiān)督管理總局網(wǎng)站顯示,一季度商業(yè)銀行凈息差為1.74%,較2022年四季度的1.91%下降0.17個百分點(diǎn),再創(chuàng)歷史新低。
專家表示,本次下調(diào)部分期限品種存款掛牌利率,是銀行根據(jù)市場供求變化,綜合考慮自身經(jīng)營狀況的市場化行為,表明存款利率市場化調(diào)整機(jī)制作用持續(xù)有效發(fā)揮。
中國人民銀行行長易綱近日赴上海調(diào)研金融支持實(shí)體經(jīng)濟(jì)和促進(jìn)高質(zhì)量發(fā)展工作時表示,下一步,要繼續(xù)精準(zhǔn)有力實(shí)施穩(wěn)健的貨幣政策,加強(qiáng)逆周期調(diào)節(jié),全力支持實(shí)體經(jīng)濟(jì),促進(jìn)充分就業(yè),維護(hù)幣值穩(wěn)定和金融穩(wěn)定。綜合運(yùn)用多種貨幣政策工具,保持流動性合理充裕,保持貨幣信貸總量適度、節(jié)奏平穩(wěn),推動實(shí)體經(jīng)濟(jì)綜合融資成本穩(wěn)中有降,保持人民幣匯率在合理均衡水平上基本穩(wěn)定。
其中,“加強(qiáng)逆周期調(diào)節(jié)”引發(fā)市場關(guān)注,對比來看,一季度貨幣政策委員會例會表示,要精準(zhǔn)有力實(shí)施穩(wěn)健的貨幣政策,搞好跨周期調(diào)節(jié);2022年四季度貨幣政策委員會例會表示,要強(qiáng)化跨周期和逆周期調(diào)節(jié),加大穩(wěn)健貨幣政策實(shí)施力度。
6月15日、6月20日央行將發(fā)布本月MLF利率、LPR最新數(shù)據(jù),但對于二者是否因此次存款利率下調(diào)而下調(diào),市場仍存在一些分歧。有分析認(rèn)為,央行重提加強(qiáng)逆周期調(diào)節(jié),體現(xiàn)出經(jīng)濟(jì)預(yù)期走弱環(huán)境下貨幣政策重新加碼的信號,后續(xù)不排除重啟LPR降息、降準(zhǔn)、加大信貸投放等措施。
但也有觀點(diǎn)認(rèn)為,存款利率下調(diào)是在LPR下調(diào)或者債市利率下行之后,所以本次調(diào)整是對前期市場的跟隨,而非引導(dǎo)。本月MLF和LPR利率下調(diào)概率不高,預(yù)計到7月重要會議才會有明確的政策信號。
The number of marriages registered in China last year declined for the ninth consecutive year to the lowest since 1986, when the country began recording the figure. Over 6.8 million couples registered to get married in 2022, down 10.5 percent from the previous year and more than 49 percent from the peak of 14.5 million in 2013, data from the Ministry of Civil Affairs showed on Friday.
2022年全國結(jié)婚登記量再探新低:根據(jù)民政部官網(wǎng)6月9日公開的“2022年4季度民政統(tǒng)計數(shù)據(jù)”,去年全國結(jié)婚登記量為683.3萬對,較上一年減少80.3萬對,下降約10.5%,再探新低。此前2021年中國結(jié)婚登記數(shù)據(jù)就已經(jīng)創(chuàng)下民政部自1986年以來公布結(jié)婚數(shù)據(jù)的歷史新低。根據(jù)民政部數(shù)據(jù)統(tǒng)計,我國的結(jié)婚數(shù)據(jù)在2014年就開始逐年下降,2013年為1346.93萬對,2019年跌破1000萬對大關(guān),2021年又跌破800萬對大關(guān)。
區(qū)域觀察
Southwest China's Chongqing on Sunday welcomed the first direct cold-chain train of Thai durians that reached the megacity via the New International Land-Sea Trade Corridor. The 150,000 durians from Thailand were first transported by road to Laos, where they were loaded on a train that traveled into China via the China-Laos Railway. The entire journey took four days, down from 8-10 days on previous sea-road routes.
泰國榴蓮搭上西部陸海新通道“快車”:裝有約500噸新鮮泰國榴蓮的中老泰冷鏈直達(dá)跨境測試班列11日順利抵達(dá)重慶市江津區(qū)小南埡站,這也是泰國榴蓮首次通過西部陸海新通道鐵路班列從境外直達(dá)中國西部成渝地區(qū),進(jìn)一步縮短了新鮮泰國榴蓮進(jìn)入重慶市場的時間。據(jù)重慶國際物流集團(tuán)介紹,這批新鮮榴蓮7日從泰國發(fā)出,僅4天時間便到達(dá)了重慶。相比以往重慶從泰國進(jìn)口榴蓮需要通過海運(yùn)或者鐵路中轉(zhuǎn),此次冷鏈運(yùn)輸是“公路+鐵路”的聯(lián)運(yùn)方式,從境外通關(guān)后直達(dá)重慶,進(jìn)一步提升了雙邊物流運(yùn)輸效率。
Shanghai launched its inaugural carbon neutrality-themed exposition on Sunday. Co-organized by the National Development and Reform Commission and the Shanghai Municipal Government, the Shanghai International Carbon Neutrality Expo in Technologies, Products, and Achievements promotes vital international collaboration and societal transition towards green, low-carbon development. The landmark event, which runs through Wednesday, convenes nearly 600 global enterprises over a 100,000 square-meter exhibition area.
2023上海國際碳中和博覽會開幕:2023上海國際碳中和技術(shù)、產(chǎn)品與成果博覽會于11日在國家會展中心(上海)開幕。首屆上海國際碳中和博覽會以“走向碳中和之路”為主題,由主題展覽、系列論壇和貿(mào)易對接活動組成,展覽規(guī)模10萬平方米,國內(nèi)外近600家知名企業(yè)參展,預(yù)計超10萬人次專業(yè)觀眾參觀。
新使命,大未來
The Shenzhong Tunnel connecting Shenzhen and Zhongshan in South China's Guangdong Province finished construction on Monday, capping off a five-year-construction period and marking a further milestone in the development of the Great Bay Area's overall connectivity. According to China Communications Construction Co (CCCC), docking of the final joint of the undersea tunnel of Shenzhen-Zhongshan Bridge was completed on Sunday, marking the closure of the world's longest and widest steel-shelled concrete undersea immersed tunnel with total length of 6.8 kilometers. It is also a vital section of the Shenzhen-Zhongshan Link, with a total length stretching about 24 kilometers. The link is expected to open to traffic in 2024, cutting commuting time between the two cities from two hours to 30 minutes.
深中通道海底隧道成功合龍:廣東省交通集團(tuán)11日發(fā)布消息稱,世界最長最寬鋼殼混凝土沉管隧道——深中通道海底隧道最終接頭推出,貫通測量結(jié)果表明,實(shí)現(xiàn)了與東側(cè)E24管節(jié)精準(zhǔn)對接。歷時5年,這座“海底長城”合龍,深圳和中山在伶仃洋海底實(shí)現(xiàn)“牽手”,為深中通道沖刺2024年通車目標(biāo)邁出重要一步。深中通道是粵港澳大灣區(qū)核心交通樞紐工程,全長24公里,集“橋、島、隧、水下互通”于一體。其中,海底隧道長約6.8公里,包含沉管段約5公里,由32個管節(jié)及1個最終接頭組成。預(yù)計深中通道通車后,從深圳到中山的時間將從目前的一個半小時縮短至半小時左右。
Hong Kong Financial Secretary Paul Chan Mo-po said yesterday that the upcoming launch of the dual currency counter model, which is scheduled to launch on June 19 to let investors trade shares in local currency or yuan, will enhance the efficiency of the offshore yuan in the global market. Writing in his blog, Chan said the international demand for the use of yuan will only increase in the foreseeable future and Hong Kong should play a key role in yuan internationalization. About 24 stocks, which range from the internet sector to finance, property, and consumer businesses, have been approved as dual counter securities, Chan said. They accounted for about 40 percent of the daily turnover for equity securities in the local market, he added.
雙柜臺模式將促離岸人民幣高效流動:香港財政司司長陳茂波稱,即將推出的“港幣-人民幣雙柜臺模式”(雙柜臺模式)證券交易,將促進(jìn)離岸人民幣在國際市場的更高效流動。陳茂波11日在網(wǎng)志表示,港交所6月19日推出的“雙柜臺模式”交易,首批納入名單的24只股份,屆時將可分別以港幣或人民幣進(jìn)行交易,兩個柜臺將使用同一份股東名冊、同一實(shí)物股票,交易的股份也享受同等權(quán)利。這24只股份涵蓋科網(wǎng)、金融、地產(chǎn)及消費(fèi)類,占港股日均成交量約四成,將可為香港和世界各地離岸人民幣持有者提供更豐富的投資選擇。
產(chǎn)業(yè)及公司新聞
Nio is reducing the price of all its cars by 30,000 yuan, but free battery replacement will no longer be part of the package, it said today. People who already own Nio electric cars will continue to receive the original benefits, but they will need to relinquish these rights when buying a new Nio NEV in order to qualify for the discount.
蔚來全系降價3萬:蔚來汽車今日發(fā)布公告表示,2023年6月12日起,蔚來全系新車起售價減3萬元。據(jù)蔚來公告,2023年6月12日起支付定金購買蔚來全系新車,首任車主用車權(quán)益調(diào)整為整車6年或15萬公里質(zhì)保,三電系統(tǒng)10年不限里程質(zhì)保等。同時,免費(fèi)換電服務(wù)將不再作為基礎(chǔ)用車權(quán)益,用戶可選擇單次付費(fèi)進(jìn)行換電。蔚來此后將推出靈活的充換電服務(wù)套餐。
Yuyue Medical Equipment and Supply has terminated its plan to issue global depositary receipts on the SIX Swiss Exchange, marking the second such withdrawal among Chinese companies this year. The oxygen concentrator and X-ray machine manufacturer made the decision taking into account changes in domestic and foreign markets, the company's financial and operating conditions, as well as its long-term strategic planning, the firm said yesterday.
魚躍醫(yī)療境外上市“撤單”:6月11日晚,魚躍醫(yī)療公告,決定終止境外發(fā)行全球存托憑證(GDR),是年內(nèi)第二家終止發(fā)行GDR的A股公司。對于終止原因,魚躍醫(yī)療表示,考慮到國內(nèi)外市場變化,通過對公司實(shí)際財務(wù)及經(jīng)營情況、資金需求以及長期業(yè)務(wù)戰(zhàn)略規(guī)劃進(jìn)行全面審視,為充分保障股東利益,經(jīng)過謹(jǐn)慎分析和溝通后,決定終止境外發(fā)行GDR。
Chinese tech giant Huawei has raised its smartphone shipment target by 43 percent to 40 million units this year, data from suppliers indicate. According to market research firm Omdia, Huawei's cellphone shipments reached approximately 28 million units in 2022. The increase reflects Huawei's confidence in cellphone shipments for the current year. Meanwhile, Huawei, which has long denied that it will start making its own cars, has acquired 21 trademarks of the Wenjie marque, according to announcement by the National Intellectual Property Bureau. Huawei produces Wenjie together with auto manufacturer Jinkang Seres Automobile, which still owns the English logo Aito.
華為手機(jī)今年出貨量上調(diào)至4000萬部:據(jù)媒體12日報道,華為近期已將2023年手機(jī)出貨量目標(biāo)從3000萬部級別提高至4000萬部。市場研究機(jī)構(gòu)Omdia數(shù)據(jù)顯示,2022年華為手機(jī)出貨量為2800萬部。這意味著,華為對2023年公司手機(jī)出貨情況有信心,預(yù)計今年的出貨量增幅高達(dá)近43%。另外,10日,國家知識產(chǎn)權(quán)局商標(biāo)局信息顯示,共計21個“問界”商標(biāo)轉(zhuǎn)讓申請已被核準(zhǔn),轉(zhuǎn)讓人分別為北京永安世達(dá)科貿(mào)有限公司和北京科創(chuàng)輝達(dá)科貿(mào)有限公司,受讓人均為華為技術(shù)有限公司,轉(zhuǎn)讓申請的收文時間為今年3月7日和8日。華為相關(guān)人士稱:“華為不單獨(dú)造車,而是和車企一起造好車”。目前,AITO及其LOGO商標(biāo)屬于賽力斯旗下的重慶潽康企業(yè)管理咨詢有限公司。
CATL will kick off mass production of a new type of battery that will enable electric vehicles to run for 400 kilometers after a 10-minute charge this year, the chief scientist of the Chinese battery giant reportedly said at a forum. The new battery will be equipped on the EVs of an automaker by the end of the year, media reported Wu Kai as saying.
寧德時代快充電池年內(nèi)量產(chǎn):6月10日,在于宜賓舉辦的2023年世界動力電池大會上,寧德時代首席科學(xué)家吳凱表示,今年年內(nèi),寧德時代一款能夠“充電10分鐘,續(xù)航400公里”的電池將會量產(chǎn),并應(yīng)用于某車企客戶。
金融市場消息
Link Real Estate Investment Trust, Asia’s largest REIT fund, reportedly plans to sell seven properties in the Chinese mainland, which comprise six retail properties and one office building. Hong Kong-based Link REIT acquired the seven properties for around 28.3 billion yuan between 2015 and 2021. Two are in Beijing, two in Shanghai, two in Guangzhou, and one in Shenzhen.
領(lǐng)展傳“出清”283億資產(chǎn):據(jù)媒體10日報道,亞洲最大的房地產(chǎn)投資信托基金——領(lǐng)展房地產(chǎn)投資信托基金,傳出正有意出售其在內(nèi)地的7個物業(yè)項(xiàng)目,包括6個零售物業(yè)項(xiàng)目和1個辦公樓物業(yè)項(xiàng)目。根據(jù)領(lǐng)展此前的收購信息,這7個物業(yè)項(xiàng)目的收購總價達(dá)到283.23億元,分別于2015年至2021年期間收購。其中北京有2個,為領(lǐng)展購物廣場·中關(guān)村和領(lǐng)展購物廣場·京通;上海的兩個項(xiàng)目為上海領(lǐng)展企業(yè)廣場與七寶萬科廣場50%股權(quán);廣州的兩個項(xiàng)目為領(lǐng)展購物廣場·廣州與廣州天河領(lǐng)展廣場,此外還有深圳的領(lǐng)展中心城。
股市收盤情況
Chinese stocks closed mixed on Monday with the benchmark Shanghai Composite down 0.1 percent, while the Shenzhen Component rose 0.7 percent. Hong Kong’s Hang Seng index edged up 0.1 percent and the TECH index gained 0.3 percent.
A股分化港股微升:周一A股漲跌不一,深證成指盤中明顯走強(qiáng),一度漲超1%。截至收盤,上證指數(shù)跌0.08%,深證成指漲0.74%,創(chuàng)業(yè)板指漲0.44%。全天成交額9654億,北向資金全天凈賣出29.30億元。港股午后震蕩反彈,恒指收漲0.07%,恒科指收漲0.27%。
Biz Word of the Day
財經(jīng)詞匯劃重點(diǎn)
In economics, counter cyclicalrefers to any economic quantity that is negatively correlated with the overall state of the economy. For example, a "counter-cyclical fiscal policy” takes approach such as reducing spending and raising taxes during a boom period, and increasing spending and cutting taxes during a recession.
逆周期調(diào)節(jié)是一種宏觀審慎政策,指使用貨幣政策和財政政策等穩(wěn)定政策(或稱為總需求管理政策),平抑短期經(jīng)濟(jì)波動,從而實(shí)現(xiàn)經(jīng)濟(jì)的短期平穩(wěn)運(yùn)行。具體而言,央行等相關(guān)部門應(yīng)在客觀準(zhǔn)確判斷宏觀形勢的基礎(chǔ)上創(chuàng)新貨幣政策工具,進(jìn)行靈活的逆方向調(diào)控,建立健全與新增貸款超常變化相聯(lián)系的動態(tài)撥備要求和額外資本要求,通過逆周期的資本緩沖,平滑信貸投放、引導(dǎo)貨幣信貸適度增長,實(shí)現(xiàn)總量調(diào)節(jié)和防范金融風(fēng)險的有機(jī)結(jié)合,大大提高金融監(jiān)管的彈性和有效性。
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.
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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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