宏观
央行开展1年期MLF操作4000亿元和20亿元7天期逆回购操作
The 9月15日，央行开展1年期MLF操作4000亿元和20亿元7天期逆回购操作，中标利率分别为2.75%和2.00%，均与此前持平。因有20亿元逆回购和6000亿元1年期中期借贷便利(MLF)到期，当日实现净回笼2000亿元。 On September 15, the Central Bank launched a year-long MLF operation of 400 billion yuan and a seven-day reverse purchase operation of 2.75% and 2.00% of the winning rates, respectively, which were the same as before. With the expiry of 2 billion yuan in reverse purchase and 600 billion yuan in mid-year loan facility (MLF), the net return of 200 billion yuan was realized on that date. 七大银行调整人民币存款利率：3年期下调15个基点力度最大 今日，国有六大行(工行、农行、中行、建行、交通银行和邮储银行（601658）)和招商银行集体下调人民币存款挂牌利率。本次调整中，定期存款方面，降幅最大的是三年期整存整取利率，力度达到15个基点，其他期限整存整取利率下调10个基点；活期存款利率同样出现下调，力度为5个基点，至0.25%。目前，国有六大行和招行的人民币存款挂牌利率保持一致。 Today, the six branches of the State (workshop, agricultural bank, middle bank, construction bank, transport bank, and ( 南天信息（000948）、青岛金王（002094）、京北方（002987）、仁东控股（002647）涨停，宇信科技（300674）、海联金汇（002537）、高伟达（300465）、正元智慧（300645）、神思电子（300479）等跟涨。房地产开发服务板块涨幅居前，我爱我家（000560）、新华联（000620）、南国置业（002305）、中交地产（000736）、栖霞建设（600533）涨停，苏州高新、我爱我家、万科A、新城控股（601155）、金地集团（600383）、招商蛇口（001979）等跟涨。 On the board, the cross-border payment plate rises before < 银行、大金融板块护盘，招商银行涨超3%，财达证券（600906）涨近5%，厦门银行（601187）、苏州银行（002966）、平安银行等跟涨。赛道股领跌两市，光伏、风电板块全天大幅下跌，TOPCon电池板块跌超8%，聆达股份（300125）、中信博、锦浪科技（300763）、钧达股份（002865）、京山轻机（000821）、鹿山新材（603051）、德业股份（605117）等超20股跌停或跌超10%，隆基绿能（601012）跌超7%。 <00 bank, 电力设备板块全线走弱，科士达（002518）、金辰股份（603396）、圣阳股份（002580）、钧达股份等10余股跌停，鹏辉能源（300438）、聆达股份、派能科技、帝尔激光（300776）等超10余股跌超10%。 The entire piece of electrical equipment is weak 港股收评：恒指收涨0.44% 复星国际涨近10% Ports Unit rating: constant increase of 0.44 per cent and international increase of nearly 10 per cent 9月15日，恒指收涨0.44%，报18930.38点；恒生科技指数收涨0.25%，报3963.31点；CXO概念、内房股持续走高，绿色电力、光伏太阳能、新能源汽车板块走低；复星国际涨近10%，复星就彭博新闻社相关报道严重失实一事，将向法院提起诉讼。南向资金净买入21.60亿港币，其中港股通(沪)净买入13.43亿港币，港股通(深)净买入8.17亿港币。 On 15 September, a constant increase of 0.44 per cent, or 18930.38 points; an increase of 0.25 per cent, or 3963.31 points, in the Science and Technology Index; the CXO concept, the housing stock, the green power, photovoltaic solar energy, and the new energy car plate, which continues to rise, and an international increase of nearly 10 per cent, which will be brought before the courts in the light of the serious misrepresentation of reports by the Bloomberg News Agency. South is buying the funds net of HK$ 2,160 million, of which HK$ 1,343 million is bought by the Hong Kong Stock Exchange and HK$ 817 million is purchased by the Hong Kong Stock Exchange (deeply). 机构点评 粤开证券指出，当前市场成交仍处于缩量状态，资金存量博弈下市场风格往往切换较快，建议投资者均衡布局。展望后市，剩余流动性合理充裕环境下，M1-PPI持续修复对中小市值风格更为友好，但“金九银十”行情仍旧看好消费、基建地产的主题表现，市场或在边际改善与高增长中反复，预计市场风格表现或以拉锯为主，重点关注传统经济中边际改善预期较强以及新经济中可持续高成长板块。 According to Quanqin securities, the current market deal is still , market styles often change faster under a pool of funds, suggesting a balanced layout for investors. Looking to the post-market, residual liquidity is reasonably abundant, M1-PPI is more friendly to medium- and small-sized market styles, but the “Golden 9” business continues to look at consumption, the thematic performance of capital estates, markets or recurring in marginal improvements and high growth, and market styles are expected to be dominated by saw-sawing, with a focus on expected better middle-to-neighbour and high-sustainable growth plates in the new economy. 国盛证券表示，在量能萎缩以及8月份新增信贷增长缓慢的背景下，昭示场内、场外资金均观望情绪浓重，预期市场重回弱震荡的阶段平衡区。建议提升偏防御性资产的配置，如粮食安全、黄金、高股息等概念资产。同时“金九银十”进入酒类销售旺季，并从公布白酒企中报业绩来看仍然呈现稳健增长，高确定性的白酒也可划归防御性资产系列。 In the context of shrinking volumes and the slow growth of additional credit in August, the country’s securities suggest that the market is expected to return to a low-stability balance zone, with both in- and off-the-shelf funding high. Suggestions are made to increase the allocation of defensive assets, such as food security, gold, and high dividends. 行业 industry 我国首款时间敏感网络芯片获准商用 Our first time-sensitive web chip is approved for commercial use at . 工业和信息化部工业互联网产业联盟近日公布最新“时间敏感网络(TSN)产业链名录计划”，其中东土科技（300353）刚刚发布的中国首颗自主设计的TSN芯片―KD6530成为首款进入该名录的TSN芯片。这标志着国产芯片正式进入TSN商用领域，拉开国产TSN大规模商用应用序幕，打破该领域长期被欧美企业垄断的格局。 The Ministry of Industry and Informatics's Industrial Inter-Industry Federation recently published the latest “TSN Industry Chain Directory” program, in which TSN-KD6530 >3003553 ), which has just been published as China's first autonomous design, TSN chips - KD6530 became the first TSN chip to enter the list. 1至8月中国造船三大指标继续位居全球第一 China's three main indicators of shipbuilding from January to August continue to be the world's number one . 中国船舶工业行业协会今天(15日)公布，今年1至8月份，中国造船三大指标继续位居全球第一。最新数据显示，2022年1―8月，中国造船完工量、新接订单量、手持订单量分别为2393.5万载重吨、2805.3万载重吨和10203万载重吨，分别占全球市场份额的45.4%、50.6%和47.7%，继续保持全球第一。其中，新接订单中，我国在高端船型的市场份额进一步扩大，液化天然气船占全球市场份额的近三成，达到27.2%，万箱以上集装箱船占到全球市场的43.9%。 The China Ship Industry Association announced today (15) that, between January and August of this year, China continued to have the world’s first three major indicators of shipbuilding. The latest data show that in January-August 2022, China’s completed shipbuilding, new orders and hand-held orders amounted to 2,393.5 million dwt, 28.853 million dwt and 10.203 million dwt, respectively, accounting for 45.4%, 50.6%, and 47.7% of the global market share. Of these, China’s new orders further expanded the market share of high-end ships, with liquefied natural gas accounting for nearly 30% of the global market, reaching 27.2%, and container ships over 10,000 dwt, accounting for 43.9% of the global market. 青岛：对现行房地产相关政策进行适度调整优化 二手住房不再限购 9月15日，青岛住房和城乡建设公众号发布消息，将动态完善房地产政策。为贯彻落实党中央、国务院关于统筹疫情防控和经济社会发展决策部署，坚持“房住不炒”定位，进一步支持刚性和改善性住房需求，结合我市房地产市场实际，对现行房地产相关政策进行适度调整优化。一、继续在市南区、市北区(原四方区域除外)实行限购政策。二、继续明确限购房源。对限购区域内新建商品住房，本地居民限购2套，二孩、三孩家庭可增购1套，外地居民居住满半年限购1套；二手住房不再限购。 On September 15, the Qingjia Housing and Urban-Rural Construction Public News will launch a campaign to improve real estate policy. To follow up on the deployment of the Party’s central and State Council decision on integrated management and management of the epidemic and economic and social development, it will continue to maintain a “home-based” orientation, further support for the demand for rigid and improved housing, and optimize the existing real estate-related policies in the context of our city’s real estate market. First, it will continue to implement a policy of limited access to the city’s southern and northern districts (except the former quadripartite regions). Second, it will continue to impose a clear limit on the source of home purchases. CINNO Research：7月中国智能手机市场销量同比下降17.7% CINNO Research: 17.7% drop in sales in China's smartphone market in July 据CINNO Research数据显示，7月中国大陆市场智能手机销量约为2,210万台，较6月销量环比下降4.8%，同比下降17.7%，环比、同比双降，终端市场需求持续低迷，创下2015年以来最差的7月单月销量。 According to the CINNO Research data, in July there were some 22.1 million smartphone sales in mainland China, a 4.8 per cent decline in the June sales ring ratio, a 17.7 per cent decline in the same year, a double ring and a double drop in the same year, and a persistently low demand for end markets, the worst single-month sales since 2015. IDC：开学季助力PC消费市场逆势增长 商用市场期待触底反弹 IDC: Reverse growth of PC consumer markets during school start-up season. IDC最新发布的《中国PC市场月度销量跟踪报告》显示，在开学季和818电商节的促进下，PC消费市场8月销量为269万台，同比上升10.2%。反观商用市场，受到国内疫情影响所导致的需求疲软，其中中小企业市场销量为115万台，同比下降15.2%；大客户市场销量为112万台，同比下降18.6%。商用PC市场销售面临着不小的压力。PC市场8月销量为497万台，同比下降4.1%。 The latest IDC-published tracking report on monthly sales in the Chinese PC market shows that, facilitated by the start-up season and the 818 Electrics Festival, the consumer market sold 2.69 million units in August, an increase of 10.2 per cent over the same period, a reverse view of the commercial market, resulting in weak demand affected by the domestic epidemic, with small and medium-sized enterprises selling 1.15 million units, a decline of 15.2 per cent over the same period; large customer markets sold 1.12 million units, a decline of 18.6 per cent over the same period. Commercial PC markets sold 4.97 million units in August, a decrease of 4.1 per cent over the same period. 艾瑞咨询：预计到2024年中国现磨咖啡市场规模有望达到1900亿元 艾瑞咨询发布2022年中国现磨咖啡行业研究报告显示，2021年，中国现磨咖啡市场规模约为876亿元，相较上一年增速为38.9%，预计到2024年，中国现磨咖啡市场规模有望达到1900亿元。中国现磨咖啡连锁品牌及门店多集中在南方市场及高线城市，北方和中西部市场以及低线城市的下沉市场仍存在较大渗透空间。 According to the 2022 study of the Chinese coffee-making industry published by the Iret Advisory Service, China’s coffee-making market was about 87.6 billion yuan in 2021, an increase of 38.9% compared to the previous year, and is expected to reach 190 billion yuan by 2024. China’s coffee-measuring chain brands and shops are concentrated in Southern markets and high-line cities, and there is still much room for penetration in the North and Central and Western markets, as well as in low-line cities. 公司 复星宣布将起诉彭博社 记者获悉，复星就彭博新闻社相关报道严重失实一事，将向法院提起诉讼。复星方面认为，彭博新闻社所谓“监管部门要求摸底复星”纯属子虚乌有，相关报道严重背离事实，在境内外大范围传播后，严重误导投资者，引起市场异常波动，对复星的企业正常经营和声誉造成重大影响，对复星和广大投资者造成重大损失。记者了解到，针对彭博新闻社的失实报道及侵权行为，复星已准备诉状，将向法院提起诉讼，追究其法律责任。 The journalist was told that a court case would be brought against a serious misrepresentation of the relevant reports of the Bloomberg News Agency. According to the news agency, the so-called “regulatory demand” of the Bloomberg News Agency is purely false, the reports seriously depart from the facts and, after widespread internal and external dissemination, seriously mislead investors, cause abnormal market fluctuations, have a significant impact on the normal operation and reputation of the company, and cause substantial damage to the news agency and to investors in general. The journalist learned that, in response to the false reports and abuses of the news agency, the news agency was ready to file a complaint and would be brought before the court to hold him legally liable. 富力集团与招商蛇口、中信证券、中国华融签订合作框架协议 Co-operation Framework Agreement with Merchant Snakes, Sino-China Securities, Hua-Long, China 据富力地产官方发布消息，9月13日下午，富力集团与招商蛇口、中信证券、中国华融在扬州中瑞酒店管理学院举行合作框架协议签约仪式。各方将以富力集团位于大湾区的城市更新储备资源为基础，进行全面的梳理研究，推动合作事宜。各方将优先围绕已选定项目探讨合作模式和路径，并适时探讨已选定项目外的其他富力集团所持资产的合作可能性。各方将通过有限合伙、基金、财产权信托等形式围绕富力集团的城市更新项目进行深入合作，各方将以不限于现金、债权收益权、债权、股权等出资方式按照相应的比例组成合作主体。合作规模根据具体项目情况，由各方另行协商确定。 On the afternoon of 13 September, according to official sources of information, the Fulbright Group held a signing ceremony for a cooperation framework agreement with the Commissariat, the Sino-Kin securities, and the Chinese Hua-Hungryon Hotel Management Institute in Yangzhou. The parties will promote cooperation by conducting a comprehensive collusive study based on the upgrading of reserves by the Fulbright Group in the Great Bay region. The parties will give priority to exploring modalities and avenues of cooperation around selected projects and, in due course, the possibility of cooperation with assets held by other powerful groups outside the selected projects. The parties will cooperate in depth on the urban renewal project of the Fulbrant Group through limited partnerships, funds, property rights trusts, etc. Each Party will be organized on the basis of a proportional scale that is not limited to cash, credit rights, claims, equity, etc. The scale of cooperation will be determined in consultation with the other Parties, depending on the circumstances of the particular project. 欣旺达：子公司拟与宜昌市人民政府签署《宜昌项目投资协议》 Hinwangda: the subsidiary intends to sign an investment agreement for the /strong > project with the ichan People's Government 欣旺达（300207）公告，子公司欣旺达汽车电池拟与宜昌市人民政府、东风集团及东风鸿泰签署《欣旺达东风宜昌动力电池生产基地项目投资协议书》。 3002007), the company Hinwanda Motor Battery is to sign an investment agreement with the people's government, the East Wind Group and Dong Feng-tae on a project for the production of the Hinwang Dynasty Powered Batts Base. 吉利新专利可控制车辆自主变道、紧急避让 企查查APP显示，近日，浙江吉利控股集团有限公司、宁波吉利汽车研究开发有限公司申请的“车辆自主变道方法、装置、设备及存储介质”专利公布。 According to a review of APP, recently the patent “AVs, Devices, Equipment and Storage Media” applied by Zhejiang Jili Holdings Group Ltd. and Ningpojili Motors Research and Development Co. Ltd. was published. 软控股份：全资子公司参股公司科捷智能在科创板上市 Soft Holdings: S.T.I.S.S.S.S.S.A. 软控股份（002073）公告，全资子公司的参股公司科捷智能科技股份有限公司首次公开发行股票并在科创板上市。 ( 中国新能源车产业优势产能加速“出海” China's new energy vehicle industry has an advantaged capacity to accelerate “off-shore” 9月13日，上汽集团（600104）1万辆MG MULAN新能源汽车在上海装船起运出口欧洲市场，这是中国至今最大批量纯电动车出口欧洲。宁德时代（300750）、孚能科技等中国动力（600482）电池公司近期均加快了在海外建厂的进程。伴随着中国新能源汽车产业链的崛起，优势产能输出的新“出海”潮正在涌现。 On 13 September, megas 鸿海：正在建立与扩大车用半导体竞争优势 鸿海董事长刘扬伟今日表示，鸿海正在建立与扩大车用半导体的竞争优势。此前刘扬伟透露，鸿海车载充电器碳化硅预计2023年量产，车用微处理器2024年投片，自驾光达则预计2024年量产，自有车用小IC也会涵盖90%规格。 Liu Yangwei, President of Honghai, said today that Honghai is creating a competitive advantage in expanding the semiconductor for cars. Liu Yangwei has previously revealed that Honghai's car-filled electric car is expected to produce silicon carbonide in 2023, with microprocessors in 2024, self-drives in 2024, and small IC-owned vehicles will cover 90% of the specifications. 公司业绩 company performance 春秋航空：公司客运运力投入(按可用座位公里计)同比上升11.06%，环比下降2.6%；旅客周转量(按收入客公里计)同比上升9.51%，环比下降3.84%；客座率为77.52%，同比下降1.1%，环比下降1%。 Spring and fall aviation: company passenger transport capacity inputs (based on available seating kilometres) increased by 11.06 per cent over the same period and the ring decreased by 2.6 per cent; passenger turnover (based on income kilometres) increased by 9.51 per cent over the same period and the ring decreased by 3.84 per cent; the passenger occupancy rate was 77.52 per cent, compared with 1.1 per cent and the ring decreased by 1 per cent. 吉祥航空（603885）：8月，公司客运运力投入(按可用座位公里计)同比上升50.06%，旅客周转量(按收入客公里计)同比上升55.49%；客座率为70.19%，同比上升2.45%。 中国东航（600115）：8月客运运力投入(按可用座公里计)同比上升35.1%，旅客周转量(按客运人公里计)同比上升62.14%；客座率为67.01%，同比上升11.18%。 600115) : 35.1 per cent increase in passenger capacity (at available kilometres) in August and 62.14 per cent increase in passenger turnover (at passenger kilometres) in comparison to the same range; the passenger occupancy rate was 67.01 per cent, with an increase of 11.18 per cent. 中国国航（601111）：2022年8月，公司及所属子公司合并旅客周转量(按收入客公里计)同比上升、环比下降。客运运力投入(按可用座位公里计)同比上升34.8%，环比下降5.9%；旅客周转量同比上升56.4%，环比下降4.9%。 ( 中国太保（601601）：2022年1月1日至2022年8月31日期间，子公司中国太平洋人寿保险股份有限公司累计原保险业务收入为人民币1,729.56亿元，同比增长3.9%，子公司中国太平洋财产保险股份有限公司累计原保险业务收入为人民币1,179.86亿元，同比增长12.2%。 601601): between 1 January 2022 and 31 August 2022, the cumulative revenue from the original insurance operations of the China Pacific Life Insurance Company, a subsidiary of China, was RMB 1,72,956 million, compared with 3.9 per cent growth of RMB 1,17,986.2 per cent. 中国人民保险集团：1-8月获得原保费总收入合计约4524.61亿元。 China People's Insurance Group: Total income from the original premium received in August amounted to approximately 45,246.1 million yuan. 中国财险：2022年1月-8月公司原保险保费收入约3402.47亿元人民币，同比增长9.8%。 China's fiscal insurance policy: the company's original insurance premium revenue for January-August 2022 was approximately RMB 34.0247 billion, an increase of 9.8 per cent over the same period. 中国中冶（601618）：1-8月新签合同额8320亿元，较上年同期增长5.9%。 (601618): $832 billion in new contracts signed in January-August, representing an increase of 5.9 per cent over the same period in the previous year. 海外宏观 美财政部：将转移阿富汗央行35亿美元资产至“阿富汗基金”，阿富汗塔利班无法得到这笔资产。 The United States Ministry of Finance: US$ 3.5 billion of the assets of the Afghanistan Central Bank will be transferred to the Afghanistan Fund, which the Afghan Taliban will not be able to obtain. 欧洲理事会：将目前针对俄罗斯1206名个人和108个实体的制裁措施延长实施六个月，至明年3月15日。 Council of Europe: extension of the current sanctions measures against 1206 Russian individuals and 108 entities for a period of six months, until 15 March next year. 欧元区7月季调后贸易帐 -403亿欧元，预期-320亿欧元，前值-308亿欧元。 Euro40.3 billion, expected to be Euro32 billion, or Euro30.8 billion, were traded in the euro area after the mid-season adjustment in July. 德国8月批发物价指数年率 18.9%，前值19.50%。德国8月批发物价指数月率 0.1%，前值-0.40%。 Germany has an annual wholesale price index rate of 18.9% in August and a previous value of 19.50%. Germany has a monthly wholesale price index rate of 0.1% in August and a previous value of 0.40%. 法国8月CPI年率5.9%，预期5.80%，前值5.80%。8月CPI月率0.5%，预期0.40%，前值0.40%。 France has an annual CPI rate of 5.9 per cent in August and an expected 5.80 per cent and a previous value of 5.80 per cent. A monthly CPI rate of 0.5 per cent and an expected 0.40 per cent and a previous value of 0.40 per cent in August. 澳大利亚8月就业人口 3.35万人，预期3.5万人，前值-4.09万人。澳大利亚8月全职就业人口 5.88万人，前值-8.69万人。澳大利亚8月季调后就业参与率 66.6%，预期66.60%，前值66.40%。澳大利亚8月季调后失业率 3.5%，预期3.40%，前值3.40%。 Australia's August employment rate of 3.35 million people, with an expected previous value of 40.0 million. Australia's full-time employment population in August was 588 million, with a previous value of -869 million. Australia's employment participation rate after the August season shift was 66.6 per cent, with an expected rate of 66.60 per cent and a previous value of 66.40 per cent. Australia's unemployment rate after the August season adjustment was 3.5 per cent, with an expected rate of 3.40 per cent and a previous value of 3.40 per cent. 泰国证交会称，泰国将禁止持牌公司从事加密货币存款和贷款业务。 SECP stated that Thailand would prohibit licensed companies from engaging in encrypted currency deposits and lending operations. 印尼8月出口同比增长30.2%，预期为19.2%。 Indonesia's exports grew by 30.2 per cent in August on a year-on-year basis and are expected to reach 19.2 per cent. 全球市场 global marketplace 欧洲主要股指开盘涨跌不一 European major share points up and down 9月15日，欧洲主要股指开盘涨跌不一，德国DAX30指数涨0.09%，英国富时100指数涨0.25%，法国CAC40指数跌0.14%，欧洲斯托克50指数跌0.05%。 On 15 September, major European shares varied, with the German DAX30 index rising by 0.09 per cent, the British 100-hour rich index rising by 0.25 per cent, the French CAC 40 index falling by 0.14 per cent and the European Stoke 50 index falling by 0.05 per cent. 亚太股市收盘涨跌互现 Asia-Pacific stock market closings and drops 9月15日，亚太股市收盘涨跌互现，韩国综合指数跌0.4%，报2401.83点；日经225指数涨0.21%，报27875.91点；澳洲标普200指数涨0.21%，报6842.90点；新西兰NZX50指数跌0.37%，报11658.94点。 On 15 September, the Asia-Pacific stock market recorded a 0.4 per cent drop in the Korea composite index, reporting 2401.83 points; a 0.21 per cent increase in the 225-day index, reporting 27875.91 points; an 0.21 per cent increase in the 200-point increase in the Australian standard index, reporting 6842.90 points; and a 0.37 per cent decline in the NZX50 index in New Zealand, reporting 11658.94 points. 以太坊完成合并过渡到PoS completes the merger to PoS 数据显示，以太坊已经从PoW完全过渡到到PoS，完成合并。合并后将减少99.95%的能源消耗。但同时也增加了市场风险，权益证明的方式被认为存在闪崩风险。 The data show that the merger has been completed with the complete transition from PoW to PoS. The merger will reduce energy consumption by 99.95%. But it will also increase market risk, which is perceived to be collapsing in a probative way. 市场消息：特斯拉考虑重新制定中国零售战略。 Market news: Tesla is considering reformulating China's retail strategy. 市场消息：西门子和壳牌将致力于低碳高效能源的研发。 Market news: Siemens and Shell will work on low-carbon, efficient energy research and development. 销量超出预期，三星再获约2000万块苹果iPhone 14系列面板订单 sales exceeded expectations, and Samsung received an estimated 20 million apple iPhone 14 panel orders 苹果 iPhone 14 Pro 系列机型的销量已经超出苹果预期，目前正在向三星订购更多 LTPO OLED 面板。此前，三星预计生产 1.3 亿块用于 iPhone 的 OLED 面板，目前，这一数字已经涨为 1.49 亿块，这意味着三星又获得了约 2000 万块苹果 iPhone 14 系列面板订单。 The apple iPhone 14 Pro series has sold more than the apples expected and is now ordering more LTPO OLD panels from Samsung. Previously, Samsung was expected to produce 130 million OLD panels for iPhone, which has now risen to 149 million, which means that Samsung has obtained another order of about 20 million apples iPhone 14 series panels. Meta旗下社交平台Instagram为企业推出聊天支付功能 Meta Platforms旗下社交平台Instagram表示，该公司推出了在聊天中支付的功能，为客户提供更便捷的交易服务。 Meta Platforms, a social platform under the banner of Instagram, stated that the company had introduced the function of paying for chats to provide easier transactional services to clients. 迪士尼CEO正考虑将旗下流媒体平台Disney+与Hulu合并 迪士尼首席执行官鲍勃.查佩克(Bob Chapek)正在考虑将流媒体服务Hulu与Disney+合并，创建一个在美国观看该公司电影和电视节目的单一线上选项。 Bob Chapek, Chief Executive Officer of Disney, is considering merging stream media service Hulu with Disney+ to create a single line in the United States to watch the company's films and television programmes. 微软收购动视暴雪的交易面临深入调查 微软以750亿美元收购视频游戏制造商动视暴雪的交易，面临欧盟和英国的深入调查。外界越来越担心，这笔交易是反竞争的，将使竞争对手无法获取畅销游戏《使命召唤》(Call of Duty)。据两名知情人士透露，在微软决定现阶段不提供任何改进措施后，预计英国竞争与市场管理局(CMA)将于本周展开深入调查。 Microsoft buys $75 billion to buy a deal from video game manufacturers to look at snowstorms and faces an in-depth investigation by the European Union and the United Kingdom. There is growing concern that the deal is anti-competitive and will prevent competitors from gaining access to Call of Duty. According to two informed sources, the British Competition and Market Authority (CMA) is expected to conduct an in-depth investigation this week after Microsoft has decided not to provide any improvements at this stage. 苹果超越特斯拉成头号做空目标 为疫情以来首次 The apple is above Tesla's number one target for the first time since the outbreak. 根据金融分析公司S3Partners的数据，苹果现在成为华尔街空头们的头号目标，自新冠疫情爆发以来首次超过特斯拉。截至周三，苹果的未平仓空头头寸为184亿美元，而特斯拉的空头头寸为174亿美元。S3Partners的报告称，自2020年4月以来，特斯拉已连续864天是头号做空目标，直到被苹果取代。美股第三大做空目标是微软，其空头仓位规模为110亿美元，远远落后于苹果和特斯拉。 According to the Financial Analysis Company S3Partners, Apple is now the number one target for Wall Street emptyers, surpassing Tesla for the first time since the outbreak of the new crown. As of Wednesday, Apple's unscathed empty position was $18.4 billion, while Tesla's empty position was $17.4 billion. 本田将停产燃油摩托车 2026年电动摩托车目标销量350万辆 本田汽车近日宣布，2040年代中期停产两轮汽油车，新车将转换为纯电动(EV)摩托车。目前，本田的电动摩托车年销量为10万-20万辆，不到整体的1%。到2026年，将增至100万辆，2030年增至350万辆，达到整体的15%。 Honda's car recently announced that it would stop producing two-wheeled gasoline vehicles in the mid-2040s, and that the new ones would be converted into pure electric (EV) motorcycles. Currently, Honda's electric motorcycles are sold at 100,000 and 200,000 per year, less than 1 per cent of the total. By 2026, they will increase to 1 million and by 2030 to 3.5 million, or 15 per cent of the total. 三星电子公布50亿美元碳中和投资计划 3-star electronic announcement of $5 billion in carbon neutrality and investment plans 三星电子周四表示，计划投资7万亿韩元(约合50亿美元)用于绿色倡议，并游说韩国增加更多清洁能源，以期扭转排放量上升的趋势，实现在2050年净零排放的目标。 On Thursday, Samsung Electronics said that it planned to invest 7 trillion won (about $5 billion) in green initiatives and lobbied for more clean energy in Korea with a view to reversing the upward trend in emissions and achieving the goal of zero net emissions by 2050. 期货 prospects 期货收盘：国内商品期货收盘涨跌不一 SC原油涨近5% 9月15日，国内商品期货收盘涨跌不一，SC原油涨近5%，焦炭、焦煤涨超3%，棉花涨超2%，橡胶、低硫燃油、沪锡、纸浆、沪铝涨超1%；苯乙烯跌超2%，菜粕、豆二、PVC、豆粕、棕榈油、乙二醇跌超1%。 On 15 September, domestic commodity futures went up and down, with SC crude oil rising by almost 5 per cent, coke, coke by more than 3 per cent, cotton by more than 2 per cent, rubber, low sulphur fuel, tin, pulp, aluminum by more than 1 per cent, styrene by more than 2 per cent, vegetables, beans, PVC, beans, palm oil and ethanol by more than 1 per cent. 国际期货 International Futures 芬兰议会14日批准一项政府补充预算案，为该国电力公司提供100亿欧元贷款及担保，以化解高电价给相关企业带来的流动性风险，保障电力市场有效运转。 On 14th, the Parliament of Finland approved a Government supplementary budget bill to provide 10 billion euros in loans and guarantees to the country's electricity company in order to address the liquidity risks associated with high electricity prices and to guarantee the efficient functioning of the electricity market. 据日本财务省发布的统计数据显示，日本8月从俄罗斯进口液化天然气总量同比增长211.2%，同期原油进口同比下降20.3%。 According to statistics published by the Ministry of Finance of Japan, Japan's total imports of liquefied natural gas from Russia increased by 211.2 per cent in August over the same period, while crude oil imports fell by 20.3 per cent over the same period. 市场消息，俄罗斯考虑对煤炭征收出口关税。 Market news suggests that Russia is considering an export tariff on coal. 市场消息：印尼将9月16日至30日毛棕榈油参考价格下调至846.32美元/吨，出口税(Tax)下调至52美元/吨。 Market news: Indonesia reduced the reference price for gross palm oil from 16 to 30 September to $846.32 per ton and export tax (Tax) to $52 per ton. 哈萨克斯坦农业部部长卡拉舒科夫9月14日签署命令，正式解除对小麦和面粉出口的限制。 The Minister of Agriculture of Kazakhstan, Karashakov, signed an order on 14 September formally lifting the restrictions on the export of wheat and flour. 债券 华联控股 Newly 00036 bulletin on creditor claims. 泛海控股：累计诉讼、仲裁涉案金额合计59,736.44万元 Pan Sea Holdings: Accumulated actions, arbitrations totalling $597.3644 million 泛海控股（000046）股份有限公司公告称，截至2022年9月15日，除已披露过的诉讼、仲裁案件外，公司及公司控股子公司连续十二个月内累计诉讼、仲裁涉案金额合计59,736.44万元，占公司最近一期经审计净资产(578,479.70万元)的10.33%。 ( 穆迪：确认中国光大控股的评级为“Baa3/P-3” 展望调整为“负面” 穆迪报告称，确认中国光大控股有限公司(China Everbright Limited)的本币和外币长期和短期发行人评级为“Baa3/P-3”。穆迪还将公司的独立评估维持在“Ba3”。此外，穆迪确认中国光大控股的高级无抵押永续债“Baa3(hyb)”外币长期评级。同时，穆迪将中国光大控股的实体层面展望由“稳定”调整为“负面”。 Moody reported that the recognition of China's China Light Holdings Ltd. as a “Baa3/P-3” rating for its own currency and short-term issuer of foreign currency was confirmed. Moody also maintained the company's independent assessment at “Ba3.” In addition, Moody confirmed that China's high-level non-collateral long-term debt, “Baa3 (hyb),” was rated as a long-term rating for foreign currency. 惠誉：下调远洋集团的评级至“BB”，维持负面观察名单 Fitch: downgrade to `BB' for Oceanic Group and maintain negative watch list 惠誉报告称，将远洋集团控股有限公司的长期外币发行人违约评级和高级无抵押评级从“BB+”下调至“BB”。所有评级均维持在负面观察名单。 Fitch reports that long-term foreign currency issuers of Ocean Group Holdings Ltd. have been downgraded from “BB+” to “BB”. All ratings are maintained on negative watch lists. 基金 fund 股票型ETF日报 ETF Daily 9月15日，iFinD数据显示，场内合计595只股票型ETF中，76只当日上涨。涨幅靠前的有：房地产ETF涨3.59%，地产ETF涨2.95%，湾创100ETF涨2.78%，房地产ETF基金涨2.52%，银行ETF华夏涨1.26%。 On 15 September, iFinD data showed that 76 of the 595 stock-based ETFs had risen in the field. The increase was preceded by an increase of 3.59 per cent in real estate, 2.95 per cent in real estate, 2.78 per cent in Bay, 2.52 per cent in real estate ETF funds and 1.26 per cent in bank ETF summer. 成交额靠前的有：上证50ETF为33.55亿元，沪深300ETF为24.14亿元，中证1000ETF为23.87亿元，1000ETF为22.72亿元，中证1000指数ETF为19.71亿元。 The amount of the transaction is equal to 3,355 million yuan, 2,414 million yuan in depth, 2,387 million yuan in depth, 2,272 million yuan in ETS and 1,971 million yuan in indicators. 又有基金濒临清盘 9月以来共有18只基金发布提示公告 据中国基金报，昨日晚间，建信基金公告称，截至2022年9月14日，建信中证细分有色金属产业主题ETF已连续49个工作日基金资产净值低于5000万元。若9月15日，该基金资产净值依旧低于5000万元，将触发《基金合同》终止情形，根据约定进入清算程序，无需召开基金份额持有人大会。据基金君统计，除了上述两只基金外，9月以来还有18只基金发布公告，称可能触发基金合同终止情形。其中有16只基金公开了截至公告日的运营数据，并说明了可能触及基金合同终止的具体情况。 According to the China Foundation's announcement yesterday night, the construction fund announced that, as of 14 September 2022, the non-ferrous metal industry subject ETF had been divided into 49 consecutive working days with net assets of the fund of less than 50 million yuan. If, on 15 September, the net value of the fund's assets remained below 50 million yuan, it would trigger the termination of the Fund's contract, without the need to convene a general meeting of the Fund's share holders in accordance with the agreement to enter into liquidation proceedings. According to the Fund's two funds, 18 funds have issued announcements since September that could trigger the termination of the Fund's contracts. 16 of them made public operating data as at the date of the announcement and provided information on the circumstances in which the Fund's contracts might be affected. “老将”邓晖或将辞任东吴基金总经理 近日，有市场消息称，业界知名“老将”邓晖或将辞任东吴基金总经理一职，但他下一步去向仍是未知。值得注意的是，就在9月9日，东吴基金披露公告显示，邓晖“接棒”东吴基金的财务负责人。 In recent days, there have been market reports that the industry’s well-known “old general” Deng Ding will either resign from his post as general manager of the Dong Wu fund, but his next move is still unknown. It is worth noting that just on September 9, the announcement by the Dong Wu fund revealed that the financial manager of the Dun Ging “tock-on” fund. 近期多家公司积极参与设立产业基金 据不完全统计，2022年下半年以来，市场已有100多家上市公司发布关于参与设立产业基金的公告，其中，约4成拟投资新能源以及新材料等新兴产业。市场认为，上市公司通过参与设立产业基金，投向新能源、新材料等政策大力支持的新兴产业，有利于为公司发展带来较大的成长空间，打造新的增长极。 According to incomplete statistics, since the second half of 2022, more than 100 listed companies in the market have issued announcements about participating in the establishment of industrial funds, of which about 40 are to invest in new energy sources and emerging industries, such as new materials. The market believes that the participation of listed companies in the creation of industrial funds and in new industries that are strongly supported by policies such as new energy sources, new materials, etc., has helped to create greater room for growth and new poles of growth for corporate development. 外汇 9月15日，在岸人民币兑美元16:30收盘报6.9775，较上一交易日下跌145点。 On 15 September, at 16:30 a.m. on the shore, the renminbi was closed at 6.9775, down 145 points from the previous day of the transaction. 外汇局：2022年8月，银行结汇15864亿元人民币，售汇14162亿元人民币。2022年1-8月，银行累计结汇116814亿元人民币，累计售汇109719亿元人民币。按美元计值，2022年8月，银行结汇2335亿美元，售汇2084亿美元。2022年1-8月，银行累计结汇17827亿美元，累计售汇16733亿美元。 Foreign Exchange Office: In August 2022, banks deposited RMB 15,864 million and sold RMB 14,162 million. In January-August 2022, banks accumulated RMB 11,681.4 billion and sold RMB 10,971.9 billion. In August 2022, banks transferred $233.5 billion and sold $20.84 billion. In January-August 2022, banks accumulated RMB 17,827 million and sold $16,733 million. 中国8月末央行外汇占款21.3万亿元人民币。中国8月末央行外汇占款环比减少22.3亿元人民币。 At the end of August, China’s central bank accounted for 21.3 trillion yuan in foreign exchange. At the end of August, China’s central bank lost 2.23 billion yuan in foreign exchange. 多家交易商表示，韩国外汇当局正在抛售美元以抑制韩元下跌。 According to several traders, the Korean foreign exchange authorities are selling the United States dollar to curb the fall of the won. 印度出口组织联合会(FIEO)主席沙克希维尔(A. Shaktivel)表示，在印度国家银行(SBI)同意为新机制提供便利后，印度将很快与俄罗斯使用印度卢比进行贸易。 The President of the Federation of Indian Export Organizations (FIEO), A. Shaktivel, indicated that India would soon trade with Russia using Indian rupees as soon as the National Bank of India (SBI) agreed to facilitate the new mechanism.
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论