Femorning Daily 26.10.2024

券商中国

6年前

在港股科技指数国庆周大涨17.38%后,港股主题基金净值的隐含收益有望撼动全市场业绩排名。


1.According to data from the Ministry of Human Resources and Social Security, as of the end of September, the number of people participating in basic pension, unemployment insurance, and work injury insurance nationwide were 1.075 billion, 245 million, and 303 million, respectively, up by 14 million, 38 million, and 37 million from the same period last year. The scale of the entrusted investment of the basic pension fund was 190 billion yuan. 

1、人社部数据显示,截至9月底,全国基本养老、失业、工伤保险参保人数分别为10.75亿人、2.45亿人、3.03亿人,同比分别增加1401万人、384万人、377万人。基本养老保险基金委托投资规模1.9万亿元。

2.The United Nations Environment Programme says that the global average temperature is expected to rise by more than 3°C above pre-industrial levels by the end of this century, which is more than twice the global temperature rise target set in the Paris Agreement of 2015. If governments do not take more action to reduce greenhouse gas emissions, the global temperature will be 3.1°C higher than pre-industrial levels by 2100. 


2、联合国环境规划署表示,全球平均气温在本世纪末较前工业化时期上升超过3℃,是2015年《巴黎协定》设定的全球气温上升幅度目标的两倍多。如果各国政府不采取更多行动减少温室气体排放,到2100年,全球气温将比前工业化时期水平高出3.1℃。

3、The government of Foshan City, Guangdong Province has issued a policy to lift the restriction on the trading period for newly purchased residential properties in Zhaocun Street, Guangzhou City, Guangdong Province, and Niucun Street, Nanhai District, and Dalang Street, Shunde District. Residential properties can be traded upon obtaining the certificate of real right. The policy also supports urban village transformation projects in purchasing existing residential properties with special loans for relocating villagers. 

3、北京市发布《北京市居住权登记试行办法(征求意见稿)》。同一不动产只能设立一个居住权,不得重复设立,但是居住权人可以为多个人。


4.CCTV News reports that starting from October 25th, banks will adjust the interest rates of existing mortgages in bulk. As of 7:30 am on the same day, customers of several banks including ICBC, ABC, CCB, CDB, and the Bank of Communications can check the adjusted mortgage interest rate of LPR-30BP through their mobile banking apps. 


4、央视新闻消息,10月25日起,各家银行将对存量房贷利率进行批量下调。截至当天上午7:30,包括工行、农行、中行、建行、交通银行等多家银行的客户已经可以从手机银行查到,调整后的房贷利率为贷款市场报价利率LPR-30BP。

5. According to the Securities Times, as of October 23, the number of mergers and acquisitions in the TMT-dominated technology sector this year has reached a new high since 2021, accounting for 17.03% of the total, also a new high since 2020. Among them, cross-industry mergers and acquisitions of semiconductor companies have increased significantly. 


5、证券时报称,今年以来(截至10月23日),以TMT为主的科技领域并购重组案数量创2021年以来新高,占比达17.03%,创2020年以来新高。其中,跨界并购及并购半导体公司数量显著增加。

6.According to the Financial Headlines APP, as of October 24, a total of 2018 A-share listed companies have implemented share repurchase this year, with a cumulative repurchase amount of 14.856 billion yuan, up 1.37 times from the same period last year. 

6、财经头条APP消息,截至10月24日,年内已有2018家A股上市公司实施股份回购,累计回购金额达1485.60亿元,同比增长1.37倍。

7. The city of Shanghai has issued the "Implementation Rules for the Renovation and Upgrading of Aging-Friendly Facilities (including Products and Services) in Shanghai". Elderly people who meet the conditions can enjoy corresponding renovation subsidies during the "Renovation and Upgrading" campaign. The subsidy rate is 30% of the total renovation cost as stipulated in the renovation contract, with a maximum subsidy of 3,000 yuan per household. 

7、上海市印发《上海市适老化改造(含产品和服务)“焕新”活动实施细则》。符合条件的老年人家庭,在“焕新”活动期间享受相应“焕新”补贴,补贴比例为“焕新”合同约定的改造总金额的30%,每户最多补贴3000元。

8.The Data Bureau said that it plans to issue seven policy documents on data development and utilization by enterprises, high-quality development of the data industry, registration of public data resources, authorized operation of public data, data space, and safe governance of data circulation in the future. It will also promote the establishment and improvement of data property systems and enhance the rules for data circulation and transaction to improve the level of data security governance. 

8、数据局表示,后续拟出台企业数据开发利用、数据产业高质量发展、公共数据资源登记、公共数据授权运营、数据空间、数据流通安全治理等方面的7份政策文件,还将推动建立健全数据产权制度,完善数据流通交易规则,提升数据安全治理水平。

9.According to IDC data, in the third quarter, China's smartphone market shipments were about 68.78 million units, up 3.2% year-on-year, and have maintained year-on-year growth for four consecutive quarters. Vivo, Apple, and Huawei had the top three market shares. 

9、IDC数据显示,第三季度,中国智能手机市场出货量约6878万台,同比增长3.2%,连续四个季度保持同比增长。vivo、Apple、Huawei市场份额位居前三。

    10. The China Brewing Industry Association forecasts that in 2024, large-scale breweries will achieve sales revenue of approximately 19 billion yuan, up 3%, and profit totaling 2.7 billion yuan, up 7%.

    10、中国酒业协会预测,2024年,规上啤酒企业完成销售收入约1900亿元,增长3%,实现利润总额270亿元,增长7%。


    在港股科技指数国庆周大涨17.38%后,港股主题基金净值的隐含收益有望撼动全市场业绩排名。


    1.According to data from the Ministry of Human Resources and Social Security, as of the end of September, the number of people participating in basic pension, unemployment insurance, and work injury insurance nationwide were 1.075 billion, 245 million, and 303 million, respectively, up by 14 million, 38 million, and 37 million from the same period last year. The scale of the entrusted investment of the basic pension fund was 190 billion yuan. 

    1、人社部数据显示,截至9月底,全国基本养老、失业、工伤保险参保人数分别为10.75亿人、2.45亿人、3.03亿人,同比分别增加1401万人、384万人、377万人。基本养老保险基金委托投资规模1.9万亿元。

    2.The United Nations Environment Programme says that the global average temperature is expected to rise by more than 3°C above pre-industrial levels by the end of this century, which is more than twice the global temperature rise target set in the Paris Agreement of 2015. If governments do not take more action to reduce greenhouse gas emissions, the global temperature will be 3.1°C higher than pre-industrial levels by 2100. 


    2、联合国环境规划署表示,全球平均气温在本世纪末较前工业化时期上升超过3℃,是2015年《巴黎协定》设定的全球气温上升幅度目标的两倍多。如果各国政府不采取更多行动减少温室气体排放,到2100年,全球气温将比前工业化时期水平高出3.1℃。

    3、The government of Foshan City, Guangdong Province has issued a policy to lift the restriction on the trading period for newly purchased residential properties in Zhaocun Street, Guangzhou City, Guangdong Province, and Niucun Street, Nanhai District, and Dalang Street, Shunde District. Residential properties can be traded upon obtaining the certificate of real right. The policy also supports urban village transformation projects in purchasing existing residential properties with special loans for relocating villagers. 

    3、北京市发布《北京市居住权登记试行办法(征求意见稿)》。同一不动产只能设立一个居住权,不得重复设立,但是居住权人可以为多个人。


    4.CCTV News reports that starting from October 25th, banks will adjust the interest rates of existing mortgages in bulk. As of 7:30 am on the same day, customers of several banks including ICBC, ABC, CCB, CDB, and the Bank of Communications can check the adjusted mortgage interest rate of LPR-30BP through their mobile banking apps. 


    4、央视新闻消息,10月25日起,各家银行将对存量房贷利率进行批量下调。截至当天上午7:30,包括工行、农行、中行、建行、交通银行等多家银行的客户已经可以从手机银行查到,调整后的房贷利率为贷款市场报价利率LPR-30BP。

    5. According to the Securities Times, as of October 23, the number of mergers and acquisitions in the TMT-dominated technology sector this year has reached a new high since 2021, accounting for 17.03% of the total, also a new high since 2020. Among them, cross-industry mergers and acquisitions of semiconductor companies have increased significantly. 


    5、证券时报称,今年以来(截至10月23日),以TMT为主的科技领域并购重组案数量创2021年以来新高,占比达17.03%,创2020年以来新高。其中,跨界并购及并购半导体公司数量显著增加。

    6.According to the Financial Headlines APP, as of October 24, a total of 2018 A-share listed companies have implemented share repurchase this year, with a cumulative repurchase amount of 14.856 billion yuan, up 1.37 times from the same period last year. 

    6、财经头条APP消息,截至10月24日,年内已有2018家A股上市公司实施股份回购,累计回购金额达1485.60亿元,同比增长1.37倍。

    7. The city of Shanghai has issued the "Implementation Rules for the Renovation and Upgrading of Aging-Friendly Facilities (including Products and Services) in Shanghai". Elderly people who meet the conditions can enjoy corresponding renovation subsidies during the "Renovation and Upgrading" campaign. The subsidy rate is 30% of the total renovation cost as stipulated in the renovation contract, with a maximum subsidy of 3,000 yuan per household. 

    7、上海市印发《上海市适老化改造(含产品和服务)“焕新”活动实施细则》。符合条件的老年人家庭,在“焕新”活动期间享受相应“焕新”补贴,补贴比例为“焕新”合同约定的改造总金额的30%,每户最多补贴3000元。

    8.The Data Bureau said that it plans to issue seven policy documents on data development and utilization by enterprises, high-quality development of the data industry, registration of public data resources, authorized operation of public data, data space, and safe governance of data circulation in the future. It will also promote the establishment and improvement of data property systems and enhance the rules for data circulation and transaction to improve the level of data security governance. 

    8、数据局表示,后续拟出台企业数据开发利用、数据产业高质量发展、公共数据资源登记、公共数据授权运营、数据空间、数据流通安全治理等方面的7份政策文件,还将推动建立健全数据产权制度,完善数据流通交易规则,提升数据安全治理水平。

    9.According to IDC data, in the third quarter, China's smartphone market shipments were about 68.78 million units, up 3.2% year-on-year, and have maintained year-on-year growth for four consecutive quarters. Vivo, Apple, and Huawei had the top three market shares. 

    9、IDC数据显示,第三季度,中国智能手机市场出货量约6878万台,同比增长3.2%,连续四个季度保持同比增长。vivo、Apple、Huawei市场份额位居前三。

      10. The China Brewing Industry Association forecasts that in 2024, large-scale breweries will achieve sales revenue of approximately 19 billion yuan, up 3%, and profit totaling 2.7 billion yuan, up 7%.

      10、中国酒业协会预测,2024年,规上啤酒企业完成销售收入约1900亿元,增长3%,实现利润总额270亿元,增长7%。


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